Tsoelopele e potlakileng eaKoloi e ncha ea matla ea China diyantle ha se feela
letshwao la bohlokwa la ntlafatso ya diindaseteri tsa lehae, empa hape le tshusumetso e matla bakeng sa phetolo ya lefatshe ya matla a matala le khabone e tlase le tshebedisano ya matjhaba ya eneji. Litlhahlobo tse latelang li etsoa ho tsoa likarolong tse tharo: tsoelo-pele ea theknoloji, phello ea 'maraka, le tšebelisano ea machaba,' me e kopantsoe le mekhoa e mecha ea lihlahisoa tse kang.BYD, LI koloi, le Xiaomi, ho hlalosa bohlokoa ba eona ba lefats'e.
1. Katleho ea thekenoloji: Tlholisano ea lefats'e ea China likoloing tse ncha tsa matla
(1) Theknoloji e nyalisitsoeng ea BYD le melemo ea litšenyehelo
BYD e fokoditse tshebediso ya mafura a NEDC ho fihla ho 2.9L/100km ka thekenoloji ya lebasetere ya DM (dual-mode) ya moloko wa bohlano, mme boholo ba yona bo fetelletse 2,100km, e leng ho fokotsang ditshenyehelo tsa basebedisi haholo. Ea eonaQin L DM-i leHaibao 06 DM-i, ka theko ea ho qala ea 99,800
yuan, ba phethile 'maraka oa likoloi tsa maemo a A mme ba qobella likoloi tsa khale tsa mafura ho tsoa ka lebelo le potlakileng. Ho feta moo, "blade battery" ea BYD e ntlafalitse ho teteana ha matla le polokeho ka boqapi ba sebopeho, ho fetoha e 'ngoe ea litekanyetso tsa tekhenoloji ea lefats'e ea betri ea matla.
(2) Xiaomi SU7's smart ecosystem le benchmark ea ts'ebetso
Xiaomi SU7 Ultra e na le Surge OS smart cockpit, e ts'ehetsa khokahano ea li-screen tse hlano le khokahanyo ea koloi le ntlo, 'me e hlokomela bohlale bo felletseng ba "batho-koloi-hae". Mofuta oa eona oa li-motor tse peli o potlakisa ho tloha ho 0 ho isa ho 100 km ka metsotsoana e 2.78 feela. Ka betri ea CATL Kirin 5C, e ka nka lik'hilomithara tse 400 ka mor'a ho tjhaja metsotso ea 5, e leng tekanyo e phahameng ea theko e tlaase khahlanong le Tesla Model S Plaid. Ka "hardware + software + service" mohlala oa ketane ea tikoloho, Xiaomi e tlisitse theknoloji ea ho khanna ka bohlale 'marakeng oa li-yuan tse 200,000-300,000 le ho khothaletsa tekano ea theknoloji.
(3)LI Auto's scenario-based innovation le thekenoloji e atolositsoeng
LI L6 e fana ka sebaka le matšeliso a tšoanang le mehlala ea boemo bo phahameng ka theko
ka tlase ho 250,000 li-yuan. E itšetlehile ka theknoloji ea nako e telele ho rarolla matšoenyeho a mefuta-futa, ka thekiso ea khoeli le khoeli ea li-unit tse fetang 20,000, e leng khetho ea pele bakeng sa basebelisi ba malapa. CDC ea eona ea ho ts'oha le moralo o bohlale oa cockpit o lumellana hantle le litlhoko tsa maeto a lelapa, 'me o hlahloba mefuta e mecha ea phaello ka lipeeletso tsa software (joalo ka sephutheloana sa AD Max se ikemetseng sa ho khanna).
2. Tšusumetso ea 'maraka: Ho khothaletsa phetoho ea sebopeho sa matla a lefats'e
(1) Fokotsa litšenyehelo tsa tšebeliso ea theknoloji e tala lefatšeng ka bophara
Phello ea tekanyo le theknoloji ea theknoloji e ncha ea indasteri ea likoloi tsa matla a Chaena e fokolitse haholo litšenyehelo tsa likarolo tsa photovoltaic, libeteri tsa lithium le lihlahisoa tse ling. Mohlala, thepa e romelloang kantle ho naha ea China ea liphanele tsa letsatsi li nka karolo e fetang 50% ea lisebelisoa tse ncha tsa lefats'e, ho thusa linaha tse tsoelang pele ho fihlela phetoho ea matla ka theko e tlase. Tlhahiso ea theknoloji ea lik'hamphani tse kang BYD le CATL e fokolitse litšenyehelo tsa lefats'e tsa libeteri tsa likoloi tsa motlakase ka 80% ha li bapisoa le 2015.
(2) Ho potlakisa decarbonization ea lefapha la lipalangoang
Ka 2024, China e tla romela ntle likoloi tse ncha tsa motlakase tse limilione tse 1.773, tse ikarabellang bakeng sa hoo e ka bang 30% ea 'maraka oa lefats'e, oo koloi e le' ngoe ho tse ling le tse ling tse tharo tse romelloang kantle ke koloi ea motlakase. BYD Tang L EV e na le meaho ea 1000V+10C ea tjhaja e kholo, 'me Zeekr 7X e ntlafalitsoe ho 900V+5C tefiso e potlakileng. Litheknoloji tsena li khothaletsa ntlafatso ea lisebelisoa tsa lefats'e tsa ho tjhaja, ho khutsufatsa nako ea ho tjhaja, le ho ntlafatsa kamohelo ea basebelisi.
(3)Ho aha bocha boemo ba indasteri ea likoloi lefatšeng ka bophara
The Wenji M9 e na le theko ea selemo le selemo ea thekiso ea li-unit tse 160,000 ho
karolelano ea theko ea RMB 550,000, e fetang mefuta e tšoanang ea theko ea BBA (Mercedes-Benz, BMW, le Audi), e tšoaeang katleho ea lihlahisoa tsa Machaena 'marakeng oa maemo a holimo.LI 'me Xiaomi ba thehile monyetla o mong ho li-brand tsa khoebo tse kopaneng ho RMB 200,000-500,000 theko ka maemo a fapaneng (maemo a malapa le tikoloho e bohlale), mme ho lebelletsoe hore karolo ea mmaraka ea lihlahisoa tsa lapeng e tla nyolohela ho feta 60% ka 2025.
3.Tšebelisano-'moho ea Machabeng: Ho aha Letoto la Liindasteri tse Tala
(1)Tlhahiso ea theknoloji le tšebelisano ea bokhoni
Morero oa Al Schubach photovoltaic power station e hahiloeng ke k'hamphani ea Machaena Saudi Arabia e lebelletsoe ho fokotsa tlhahiso ea khabone ka lithane tse limilione tse 245 lilemong tse 35, tse lekanang le ho lema lifate tse limilione tse 545. BYD, NIO le lihlahisoa tse ling li hahile lifeme tsa lehae Asia Boroa-bochabela le Europe ho khothaletsa ntlafatso ea liketane tsa indasteri ea lehae. Mohlala, feme ea Thai ea BYD e na le matla a tlhahiso ea selemo le selemo a likoloi tsa 150,000, tse koahelang 'maraka oa ASEAN.
(2)Boemo bo tloaelehileng le karabelo ea boikitlaetso ba lefats'e
China e nkile karolo ho thehoeng ha sepheo sa 2030 sa Setsi sa Machabeng sa Eneji ea Matla a Tsosolositsoeng (IRENA), e tšepisa ho imena hararo matla a kentsoeng lefatšeng ka bophara a matla a ka nchafatsoang. Tharollo e bohlale ea ho khanna ea Huawei le theknoloji ea tšebelisano-'moho ea likoloi ea V2X ea Xiaomi e fetoha karolo ea bohlokoa ea litekanyetso tsa machaba tse bohlale tse hokahaneng tsa likoloi.
(3)Ho sebetsana le phephetso ea tekano ea matla lefatšeng ka bophara
Lihlahisoa tsa China tse ncha li romelloa linaheng le libakeng tse fetang 200, ho thusa Afrika, Latin America le libaka tse ling ho rarolla mathata a phihlello ea matla. Ka mohlala, sekhahla sa ho kenella ha lisebelisoa tsa matla a letsatsi tsa Chint Group libakeng tsa mahaeng tsa Afrika li feta 30%, ho ntlafatsa haholo bothata ba khaello ea motlakase.
4. Maikutlo a Bokamoso: Bohlale le Tšebelisano ea Lefatše
Ka 2025, ho khanna ka bohlale e tla ba lebala la ntoa la mantlha bakeng sa baetsi ba likoloi ba China. BYD e rera ho tsebahatsa mokhoa oa eona oa ho khanna o bohlale o itlhommeng pele ka mefuta ea li-yuan tse 100,000-200,000. Xiaomi SU7 e fihletse kakaretso e felletseng ea maemo a litoropo tsa NOA. Huawei le Seres's M9 e ntlafatsa polokeho ea likoloi tse ikemetseng ka mefuta e meholo ea AI. Ka nako e ts'oanang, baetsi ba likoloi ba Machaena ba tlatselletsa lik'hamphani tsa Europe, Amerika, Japane le Korea ka "theknoloji + ea bokhoni ba tlhahiso + capital" ea boraro-bo-bong. Mohlala, Geely e sebelisana le Renault ho theha sethala sa lebasetere, 'me CATL e fana ka libeteri tse 4680 ho Tesla.
Ho ikopanya ha lichaba tsa lefatše ha likoloi tse ncha tsa motlakase tsa China ha se sesupo sa tlholisano ea indasteri feela, empa hape le seabo se seholo taolong ea boemo ba leholimo lefatšeng ka bophara. Ka boqapi ba thekenoloji, ho kenella ha mebaraka le tšebelisano ea machaba, lik'hamphani tsa China li fetoha "potlakisi" ea phetoho e tala le ea khabone e tlase, e fana ka mohlala o ka phetoang bakeng sa ho aha sechaba se nang le bokamoso bo arolelanoang bakeng sa moloko oa batho. Joalokaha hlooho ea International Energy Agency e boletse: "China e fokotsa litšenyehelo tsa lefats'e tsa theknoloji e tala e nang le bokhoni ba tlhahiso ea boleng bo phahameng, e leng boikarabelo ba naha e kholo e ikarabellang..”
Email:edautogroup@hotmail.com
Mohala / WhatsApp:+8613299020000
Nako ea poso: Apr-08-2025