Lena ingxenye yombiko wanyanga zonke wemoto kanye nombiko wanyanga zonke webhethri ngoDisemba.Ngizokhipha okunye ukuze ngibe yisethenjwa sakho.Okuqukethwe kwanamuhla kuwukukunikeza imiqondo ethile evela kububanzi bendawo, ukubheka izinga lokungena ezifundazweni ezahlukene, futhi kuxoxwe ngokujula kwezinga lokungena kwemoto yamandla entsha yaseShayina ngengxenye yentengo nokuma kwayo.
Ulwazi olukuthebula elingezansi ikakhulukazi luhlanganisa isamba semakethe ngoNovemba, kanye namazinga okungena ezimoto zikaphethiloli, ama-HEV, ama-PHEV nama-BEV.
▲Umdwebo 1. Izinga lokungena kwezimoto zabagibeli e-China ngoNovemba
Uma senza ishadi likaphayi yenani eliphelele ku-latitude yendawo, singabona ngeso lengqondo izinga lokungena.Lesi sithombe sibonisa ukuthengiswa kwezimoto zaseChina zamanje(usayizi wombuthano)kanye nokusatshalaliswa kwezinhlobo ezahlukene.Ngipende izimoto zikagesi ezihlanzekile ngokuluhlaza, i-plug-in hybrid ipendwe okwesibhakabhaka, kanti ingxenye ephuzi imoto kaphethiloli.
▲Umfanekiso 2. Ukungena ngesifunda
Ingxenye 1
Ingxenye yentengo engaphansi nokuhlukaniswa
Ukuze uvumele wonke umuntu aqonde kangcono isimo sokungena, ngisebenzise imephu yokushisa ye-Cartesian.Ngemva kokufaka kuhlu i-BEV ne-PHEV, ungabona izithombe ezilandelayo.
●Ugesi omsulwa
Uma sibheka idatha yanyanga zonke, izifundazwe ezimbalwa ezicebile njengamanje ziyimakethe eyisisekelo ye-Tesla namandla amasha, ikakhulukazi iZhejiang, i-Guangdong, i-Acceleration ne-Shanghai.Ngasikhathi sinye, amakhasimende akulezi zindawo nawo anesidingo esisobala samayuan ayi-100,000 kuya ku-150,000.Yiqiniso, lokhu kuhlobene kakhulu nesimo sezulu esiphelele esifanele izimoto zikagesi.
▲Umfanekiso 3.Ukusatshalaliswa kwezimoto zikagesi ezimsulwa ngokwezifundazwe nangengxenye yamanani
Okuhambisana nentengo ukuma.Ngemva kokuhlukanisa amamodeli ahlukene, singabona isimo samamodeli ahambisana nezigaba zamanani ahlukene.Le datha isasivumela ukuthi sibone isimo sangempela samamodeli amanje ngokucacile.
▲Umfanekiso 4.Imephu eyisibonelo yezimoto zikagesi ezimsulwa
Kusukela kulezi zibalo ezimbili, isimo samanje sezimoto ezihlanzekile zikagesi zisabonakala.Isidingo esikhulu sizungeza amaSUV anosayizi omaphakathi, ama-compact SUV kanye nezimoto ezincane ze-A00.Uma senza ukusabalalisa amamodeli aphezulu angu-10
▲Umfanekiso 5.Izimoto zikagesi ezihlanzekile eziyi-10 ezihamba phambili ngokwezifunda
●I-plug-in hybrid
Njengoba amalayisense ezinombolo e-Shanghai azolethwa ngoDisemba 2022, ukulethwa kwakamuva kwama-PHEVs kuphuthuma kule ndawo, futhi isimo sase-Guangdong singase sifane.Akekho owaziyo ukuthi amadolobha anikeze izinombolo zocingo asazoqhubeka yini ukuwanikeza ngemuva kokuqala kuka-2023. Kuhlukile kulokho ebesikucabanga.Njengamanje, ama-plug-in hybrids alethwa ngendlela egxilile, ikakhulukazi egxilile.
▲Umfanekiso 6.Ukulethwa okuqhubekayo kwama-plug-in hybrids ngo-2022
Ukusabalalisa okulandelayo ngokusho kwamamodeli aphezulu ayi-10 kukwazi ukukhombisa inkinga.
▲Umfanekiso 7.Ukusatshalaliswa kwe-plug-in hybrid kanye nobubanzi obunwetshiwe
Ukumbiwa kwemininingwane mayelana nelathithudi yendawo nakho kungenziwa emadolobheni.Ngizama ukubona izinguquko ezithile ezisuselwe emiphumeleni ehlukile yokubona.Ukuhlanganisa izinguquko ezinyangeni ezihlukene kanye nezikhathi ezihlukene, singabona okuthile.
Ingxenye 2
ingxenye yebhethri
●Amandla okukhipha ibhethri
UNovemba yinani eliphakeme lokukhiqiza.Uma sibheka lo mfutho, maningi amathuba okuthi akhule ngoZibandlela, okubuye kube yiphuzu eliphakeme lesikhashana.Njengoba uJanuwari kuwuMkhosi Wasentwasahlobo, futhi kunokuningi ukungaqiniseki, umthamo wamanje wokukhiqiza ungasetshenziswa ku-Q1 ka-2023 ngokuzayo.
NgoNovemba, amandla okukhipha amabhethri ezwe lami afinyelela ku-63.4GWh, okuwukukhuphuka konyaka ngo-124.6%, kanye nokwenyuka kochungechunge ngo-0.9%.Phakathi kwazo, ukukhishwa kwamabhethri e-ternary kwaba ngu-24.2GWh, okubalelwa ku-38%, ukukhuphuka konyaka ngo-133.0%, kanye nokwehla ngo-0.2%.Ukukhishwa kwamabhethri e-lithium iron phosphate kwaba ngu-39.1GWh, okulinganiselwa ku-62%, ukukhuphuka konyaka ngo-119.7%, kanye nokwanda kweketanga ngo-1.4%;
Kusukela ngoJanuwari kuya kuNovemba, ukuphuma okuhlanganisiwe kwamabhethri kagesi ezweni lami kwaba ngu-489.2GWh, okuwukunyuka okuhlanganisiwe ngo-160%.Phakathi kwazo, ukukhishwa okuqoqiwe kwamabhethri e-ternary kwaba ngu-190.0GWh, okubalelwa ku-38.8%, ukukhuphuka okuhlanganisiwe ngo-131%.Ukukhishwa okuhlanganisiwe kwamabhethri e-lithium iron phosphate kwaba ngu-298.5GWh, okubalelwa ku-61.%, ukukhuphuka okuhlanganisiwe ngo-183%.
▲Umfanekiso 8.Idatha yokukhiqiza ibhethri
●Ibhethri lamandla liyalayisha
NgoNovemba, umthamo ofakiwe wamabhethri kagesi ezweni lami ubungu-34.3GWh, okuwukunyuka konyaka ngo-64.5% kanye nokwenyuka kweketango ngo-12.2%.Phakathi kwazo, umthamo ofakiwe wamabhethri we-lithium iron phosphate wawungu-23.1GWh, obala u-67.4% wesamba esifakiwe samandla, ukukhuphuka kwama-99.5% unyaka nonyaka, kanye nokukhuphuka kwendandatho ngo-17.4%;umthamo ofakiwe wamabhethri e-ternary ubungu-11.0 GWh, okubalelwa ku-32.2% wesamba somthamo ofakiwe, okuwukukhuphuka ngo-19.5% unyaka nonyaka.Ukukhula ngo-2.0%.NgoNovemba, ukuthunyelwa ngaphandle kwebhethri lamandla ezwe lami kwaba ngu-22.6GWh.Lesi sibalo siphezulu ngempela, sicishe siqhathaniswe nokusetshenziswa kwasekhaya.Umthamo wokuthekelisa wamabhethri e-lithium iron phosphate ngu-16.8GWh;umthamo wokuthekelisa wamabhethri e-ternary ngu-5.7GWh.
Ngenxa yokwehla kwenyuka ngonyaka ozayo kungenzeka kube nezimoto ezithile kulo nyaka ezizokhokhiswa kuqala bese zidluliswa ngoba kuzokwenyuka amanani.(ngikutshele ukuthi unyuse intengo ngo-3000-8000), lolu hlobo lokusebenza luyoba khona nakanjani.Kuzoba khona uhlu lwezimoto esikhathini esizayo.Ngenxa yezizathu eziqondile ekupheleni kuka-2022, kuzoba nezinkinga ekuhlaziyweni kwedatha.
▲Umfanekiso 9. Iumkhuba wokulayisha ibhethri lamandla
▲Umfanekiso 10.Ukusetshenziswa kwebhethri
●Ukuthunyelwa kwebhethri lamandla kanye nokusetshenziswa kwasekhaya
Kusukela ngoJanuwari kuya kuNovemba, amandla afakiwe ahlanganisiwe wamabhethri kagesi ezweni lami abe ngu-258.5GWh, okuwukukhuphuka konyaka nonyaka ngo-101.5%.Umthamo ofakiwe ohlanganisiwe wamabhethri e-lithium iron phosphate wawungu-159.1GWh, ubalwa u-61.5% wawo wonke umthamo ofakiwe, nokukhuphuka okuhlanganisiwe ngo-145.5%;umthamo ofakiwe ohlanganisiwe wamabhethri e-ternary ubungu-99.0GWh, okubalelwa ku-38.3% wesamba somthamo ofakiwe, nokukhuphuka okuhlanganisiwe ngo-56.5%.
Ngokombono wokusetshenziswa kwebhethri okuphelele, ukusetshenziswa kwasekhaya kungu-258.5GWh, futhi isamba sengqikithi yokuthunyelwa kwezimoto ezithunyelwa ngaphandle kanye nokuthunyelwa ngaphandle okuqondile cishe ku-160GWh.Lesi sibalo sibonisa ngempela ukuncintisana kwemboni yebhethri lamandla e-China.Lokhu kufakazela futhi ukuthi uma i-Europe ne-United States zingayisebenzisi inqubomgomo yemvelaphi, imboni yabo yezimoto zikagesi ehlanzekile izotholakala ngokuthunyelwa kwamabhethri avela eChina.(Izimoto zaseYurophu naseMelika + umnyombo wamaShayina).
Uma sicabanga ngaso ngobuqotho, lesi simo sinzima ukusisekela.
▲Umfanekiso 11.Ukuhlaziya okuphelele kwamabhethri
Isifinyezo: Ngokombono wami siqu, isidingo sedatha ye-Q1 ngo-2023 sizoba sifiphele ngenxa yezizathu zomphakathi.Ngokuhambisana nokulungiswa okwenziwayo, igebe phakathi kweketango kanye nesilinganiso sonyaka nonyaka lizoba likhulu, okulindeleke ukuba lilindeleke.Kunethuba elikhulu lokuthi u-2023 uzophinde abe ngohlangothi olulodwa, futhi uzoqala ukusimama ku-Q2 ngokubuya kokuqina komnotho waseChina-lesi isigqi sokwahlulela kwami.
Isikhathi sokuthumela: Dec-14-2022