Ekupheleni kukaJuni 2022, ubunikazi bezimoto bukazwelonke bufinyelele ezigidini ezingama-406, okuhlanganisa izimoto eziyizigidi ezingama-310 kanye nezimoto ezintsha ezisebenza ngamandla eziyizigidi eziyi-10.01.Ngokufika kwamashumi ezigidi zezimoto ezintsha zamandla, inkinga evimbela ukuthuthukiswa kwezimoto ezintsha zamandla e-China ingqalasizinda.Ngakho-ke, ngifunaukulungisa idatha yengqalasizinda njalo(ngezinyanga ezimbili) ngokuzayo.
● Inani lezinqwaba ezishajayo
NgoJulayi, bekunezinqwaba zokushaja ze-DC ezingu-684,000 kanye nezinqwaba zokushaja ze-AC ezingu-890,000 e-China.Isibalo sezinqwaba ezishaja umphakathi sinyuke ngo-47,000 ngenyanga eyodwa.Inani elihlanganisiwe lengqalasizinda ekhokhiswayo ebikiwe ezweni lonke libe yizigidi ezi-3.98.
▲Umfanekiso 1. Isimo sezindawo zokushaja e-China
●Ukusabalalisa kwenqwaba yokushaja
U-71.7% wezinqwaba zokushaja ezweni usatshalaliswa ezifundeni ezingu-10 ezihlanganisa i-Guangdong, Shanghai, Jiangsu, Zhejiang, Beijing, Hubei, Shandong, Anhui, Henan, Fujian, njll. Umthamo wokushaja ugxile ngokufanayo kulezi zifunda.Njengamanje, ukusetshenziswa kwamandla okushaja komphakathi kugxile kakhulu kokuthi Emabhasini nasezimotweni zabagibeli, umthamo wokushaja usuwonke ezweni lonke ngo-Julayi wawulinganiselwa ku-2.19 billion kWh, okulingana no-219kWh wokushaja imoto ngayinye ngenyanga, noma cishe u-7kWh ngosuku.
▲Umfanekiso 2. Ukusatshalaliswa kwezindawo zokushaja zomphakathi e-China
● Inkampani yokusebenza eshaja
Phakathi kwezinkampani ezisebenza ngenqwaba eshajayo ngo-July, amayunithi angu-295 000 ayesetshenziswa i-Tedian, amayunithi angu-293 000 ayesetshenziswa i-Xingxing, kanti angu-196 000 ayesetshenziswa yi-State Grid—ikakhulukazi lezi zinkampani ezintathu.Phakathi kwazo, i-Xingxing iphinde yasebenzisa izinqwaba zokushaja ezizimele ezingaba ngu-72,200.Kodwa into ebaluleke kakhulu inqwaba yokushaja i-DC.
▲Umfanekiso 3. Uhlolojikelele lwezinsiza ezinkulu zokushaja ezinkampani
Ingxenye 1
I-DC pile laying kanye nengqalasizinda yokushintshisana kwamandla
Uma kuqhathaniswa noJuni, isibalo sezinqwaba zokushaja zomphakathi sikhuphuke ngamayunithi angama-47,000 ngoJulayi, okuwukukhula konyaka ngonyaka ngama-65.7%.Kusukela ekupheleni kukaJulayi 2022, njengamanje kunenqwaba yokushaja yomphakathi eyizigidi eziyi-1.575, kufaka phakathi izinqwaba zokushaja ezingama-684,000 DC kanye nezinqwaba zokushaja ze-AC ezingama-890,000.Ekuhlelweni kwezinqwaba zokushaja, ukubaluleka kwezinqwaba ze-DC kukhulu kakhulu;ngesikhathi esifanayo, njengoba amandla ezinqwaba ze-DC ekhula, igagasi elisha lokutshalwa kwezimali kahle lizothatha indawo ye-60-100kW yangaphambili ngamandla aphezulu, futhi ubudlelwano phakathi kwamandla okushaja nomthwalo kagesi nakho kufanele kucatshangelwe , okungase kuhilele entsha. igagasi lokutshalwa kwezimali kokugcina amandla.
Phakathi kwenqwaba yokushaja kwe-DC, umphumela usuwonke wezingcezu ezingu-180,000 zezingcingo ezikhethekile usemuhle kakhulu, kulandelwa izingcezu ezingu-89,700 zokushaja i-Xingxing, kanye nezingcezu ezingu-89,300 ze-State Grid.Phakathi kwezinkampani zezimoto, iVolkswagen yakhe inethiwekhi yezinqwaba ezishaja ngokushesha ezingu-6,700, ilandelwa yi-NIO 4607 kanye ne-Xpeng 4015. U-Tesla uqale kahle futhi manje usedlulile ngokuphelele.Kunezimpande ezingama-2492 kuphela.
▲Umfanekiso 4. Isimo sezinqwaba ezishajayo ze-DC
Eqinisweni, amandla okushaja ezimoto zikagesi nawo atholakala ngezinqwaba zokushaja okusheshayo ze-DC.Umthamo wokushaja wezwe ugxile kakhulu eGuangdong, Jiangsu, Sichuan, Zhejiang, Fujian, Hebei, Shaanxi, Shanghai, Hubei, Hunan nakwezinye izifundazwe.Ukugeleza kugcwele amabhasi nezimoto zabagibeli, kanye nezinye izinhlobo zezimoto ezifana nezimoto zokuthuthwa kwendle namatekisi zibalwa ngengxenye encane.NgoJulayi 2022, umthamo kazwelonke wokushaja wawulinganiselwa ku-2.19 billion kWh, ukukhuphuka konyaka ngo-125.2% kanye nokwenyuka kwenyanga nenyanga ngo-13.7%.
▲Umfanekiso 5. Ukuqhathaniswa kwamandla okushaja kanye nenani lezinsiza zokushaja
● Ukusebenza kahle kwama-opharetha ashajayo
Ukuze ubone ukusebenza kahle kokusebenza, ungaqhathanisa inani lokushaja kanye nenani lezinqwaba zokushaja.
Kusukela ngoJulayi 2022, abaqhubi abahamba phambili abayi-15 bamabhizinisi asebenza ngokushaja ezweni babalele u-92.5% yenani eliphelele: amayunithi angama-295,000 asetshenziswa izingcingo ezikhethekile, amayunithi angama-293,000 asetshenziswa yi-Xingxing Charge, amayunithi ayi-196,000 asetshenziswa yiGridi Yesifunda, kanye namayunithi angama-0009 I-Cloud Quick Charge Taiwan kanye ne-China Southern Power Grid asebenzisa amayunithi angu-95,000, kanti i-Xiaoju Charging isebenzisa amayunithi angu-80,000.
Idatha yokushaja yenkampani ngayinye imele imali engenayo yanyanga zonke (Umfanekiso 6).Phakathi kwazo, ukushaja kwe-Xiaoju yikona okumangaza kakhulu, kanti ukudunyiswa kwezimoto nge-inthanethi kubiza ugesi.Phakathi kwezinkampani zezimoto, i-NIO isebenzele izinkampani eziningi ngempela.Isebenzisa okuningi kakhulu kuneKaimeisi.Ukusebenza kwezindleko eziphansi yi-SAIC Anyue.
▲Umfanekiso 6. Ukuqhathanisa umthamo wokushaja
Ngokubuka kwamanje, kusukela ngoJanuwari kuya kuJulayi nonyaka, ukunyuka kwezingqalasizinda ezishajayo kube ngamayunithi angu-1.362 million, ukwanda kwezinqwaba zokushaja umphakathi kunyuke ngo-199.2% unyaka nonyaka, nokwenyuka kwezinqwaba zokushaja ezizimele ezakhiwe ngezimoto. iqhubekile nokukhula, inyuke ngo-390.1% unyaka nonyaka.Ukukhula kwayo yonke inqwaba yokushaja yangasese kusajabulisa kakhulu.Ukwenyuka kwengqalasizinda eshajayo kungamayunithi ayizigidi eziyi-1.362, kanti umthamo wokuthengiswa kwezimoto ezintsha ezisebenza ngamandla ungamayunithi ayizigidi ezi-3.194.Ngokombono walo nyaka, isilinganiso esikhulayo senqwaba yezimoto ezihamba ngemoto singu-1:2.3.
Ingxenye 2
Indawo yokushintsha ibhethri
Uma kuqhathaniswa nenhlobonhlobo yonke yezindawo zokushaja, njengamanje kuneziteshi zokushintsha amabhethri eziyi-1600+ ezweni, i-NIO yazo ibiza u-1000+ kanti i-Aodong isondele ku-500.Ngokombono wokusabalalisa kwesifunda, ikakhulukazi e-Beijing(275), Guangdong(220)futhi Zhejiang(159), Jiangsu(151)kanye ne-Shanghai(107).
Kusathatha isikhathi ukufakazela ukuthi ikhambi eliphelele libalulekile ezinkampanini zezimoto.
▲Umfanekiso 7. Inani leziteshi ezishintshayo e-China
Isifinyezo: Leli gagasi lobunikazi bemoto yamandla amasha lizohlangabezana nezinkinga eziningi.Omunye wethu uzobhekana nemakethe yezimoto entsha enezigidi ezingu-20+, futhi kukhona ubunikazi obuyizigidi ezingu-400.
Isikhathi sokuthumela: Aug-17-2022