I te piki haere tonu o te rongonui o ngā waka hiko hou, kua noho ko te hanganga o ngā mākete pou utu ki tāwāhi hei tētahi o ngā kaupapa wera rawa atu i roto i te umanga hiko hou o nāianei. I tāwāhi, he āputa nui kei roto i te hanganga o ngā pou utu, i te mea kei te raru nui te mākete o roto. He maha ngā tāngata o roto i te umanga e whakapono ana kua kawea mai e te wā wehewehenga o te umanga hanga o Haina he maha ngā whai wāhitanga whanaketanga ki te umanga pou utu. Ina koa mō ngā kamupene ka taea te hopu i te whai wāhitanga, ko ngā mākete o tāwāhi hei huarahi matua mō te whanaketanga.
E ai ki ngā raraunga mai i te International Energy Agency (IEA), i te haurua tuatahi o te tau 2023, i eke te hokonga o ngā waka hiko i ngā whenua o te EU ki te 1.42 miriona waeine, engari kāore i rite te hanganga o ngā pou utu, ā, ko te ōwehenga o ngā waka ki ngā pou he 16:1. He kino rawa atu te āhua i te United States. I te tau 2022, e 131,000 ngā pou utu tūmatanui a te United States, engari ko te maha o ngā waka hiko hou he tata ki te 3.3 miriona. Kua piki ake te ōwehenga o ngā pou utu tūmatanui mai i te 5.1 i te tau 2011 ki te 25.1 i te tau 2022. E whakaatu ana ēnei raraunga i te nui o te wāhi tipu o te mākete pou utu ki tāwāhi.
Te rahi o te mākete me ngā au o te tipu.
I ngā tau kua taha ake nei, kua piki haere tonu te hiahia mō ngā pou utu mai i tāwāhi, ā, kua noho hei taonga rongonui i runga i ngā papaaho hokohoko ipurangi nui puta noa i te ao. I te marama o Poutū-te-rangi i tēnei tau anake, kua piki ake te hiahia mō ngā pou utu mai i tāwāhi mā te 218%. E ai ki ngā matapae mai i te China Association of Automobile Manufacturers, e matapaetia ana ka riro i ngā kamupene Haina te 30%-50% o te mākete pou utu o Ūropi me Amerika i roto i ngā tau e rima e whai ake nei. Nā te rongonui o ngā waka hiko hou puta noa i te ao, kei te tere haere te hanganga o ngā hanganga utu.
I tēnei mākete kī tonu i ngā whai wāhitanga, kua tere ake te haere a ngā kamupene pou utu Hainamana ki tāwāhi. E ai ki te tātaitai whakawhiti-rohe o Alibaba International Station, ka tere te pikinga o ngā whai wāhitanga pakihi ki tāwāhi mō ngā pou utu waka hiko hou mā te 245% i te tau 2022, ā, e matapaetia ana ka tata ki te toru ngā wā ka nui ake te tono i te heke mai. I te aroaro o tēnei tono nui o te mākete, kua kaha te urupare a ngā kamupene Haina, ā, kua whakatū kamupene e pā ana ki te kaweake i ngā pou utu.
I roto i ngā kamupene pou utu maha e haere ana ki tāwāhi, kua noho te utu tere hei whāinga matua mō te whakatakotoranga. I tēnei wā, kua whakawhanakehia e ngā kamupene Haina ngā momo hua rerekē, tae atu ki te utu tere, te utu puhoi, te rokiroki whatu whakauru, te utu me te tirotiro, me ētahi atu. Heoi, kia angitu ai i ngā mākete o tāwāhi, me wikitoria tonu e ngā kamupene pou utu Haina ētahi wero.
Tuatahi, ko te tiwhikete pākahiko te uauatanga tuatahi o te haere ki tāwāhi. Ko ngā paerewa matua o te ahumahi e hiahia ana kia arohia i roto i te ahumahi ko te tiwhikete CE paerewa Pākehā me te tiwhikete UL paerewa Amerikana. Ko te tiwhikete CE he tiwhikete ā-ture. Ko te wā tiwhikete he 1-2 marama. Ko te rohe matua e pā ana ko ngā whenua mema o te EU. Ko te utu tiwhikete he tata ki te rau mano yuan. Ko te tiwhikete UL tētahi o ngā paerewa tiwhikete matua mō ngā hua pou utu hei uru atu ki te mākete o Amerika. Tiwhikete Ko te wā huringa he tata ki te 6 marama, ā, ko te utu tae atu ki te miriona yuan. Hei tāpiri, he rerekē hoki ngā paerewa atanga pou utu i roto i ngā whenua me ngā rohe rerekē, ā, me tīmata anō e ngā kamupene ngā kaupapa rangahau me te whanaketanga me te whakarerekē i ngā atanga kia urutau ki ngā paerewa o ngā whenua me ngā rohe rerekē.
Tuarua, he uauatanga nui anō hoki te hanga hongere. Tērā ētahi arai mō ngā kaihoko i ngā mākete o tāwāhi. Me wikitoria e ngā kamupene Haina te raruraru o te korenga o te mana waitohu, me te whakawhanake i ngā kaihoko mā roto i ngā hongere maha. He maha ngā kaihanga Haina kua kitea he huarahi hou hei whakawhānui ake i ā rātou pakihi mā te whai wāhi atu ki ngā whakaaturanga pou utu o te ao me ētahi atu hongere. I taua wā anō, he whai wāhitanga pai anō hoki te whai wāhi atu ki ngā whakaaturanga pou utu o te ao ki te whakaatu i ō ake hua me ngā hangarau.
Ka noho tahi ngā whai wāhitanga me ngā wero
I ngā mākete o Ūropi me Amerika, he mea nui tonu te whakakī tere i te hiko mō ngā kaipupuri tereina. Haunga ngā kāinga noho me ngā wāhi mahi, e hiahiatia ana ngā ratonga utu tere i ngā huarahi tere, ngā wāhi waka o ngā toa hokohoko me ētahi atu āhuatanga. Heoi, he rerekētanga nui te maha o ngā pou AC me DC i ngā mākete o Ūropi me Amerika. Tata ki te 10% noa iho o ngā pou utu tūmatanui he pou DC utu tere. Mā te whakatairanga i ngā kaupapa here me te tipu o te tono mākete, ka tere tonu te tere tipu o te mākete pou DC utu tere. E matapaetia ana e te Soochow Securities Research Institute ka eke te wāhi mākete i Ūropi me te Hononga o Amerika ki te 18.7 piriona yuan me te 7.9 piriona yuan i te tau 2025, me ngā tere tipu whakakotahi o te 76% me te 112%.
I te rongonuitanga o ngā waka hiko hou, kei te piki haere tonu te hiahia mō ngā pou utu ki tāwāhi, engari kei reira anō ngā raruraru pēnei i ngā paerewa tiwhikete me te hanganga hongere. Kei te kaha te tūhura a ngā kamupene pou utu Hainamana i ngā mākete ki tāwāhi, ā, kei te aro atu rātou ki ngā whai wāhitanga me ngā wero nui o te mākete.
Hei whakatairanga i te whanaketanga o ngā waka hiko hou, kua whakaurua e te kāwanatanga he raupapa kaupapa here tautoko. Kua whakaratohia e te kāwanatanga Tiamana he tautoko nui mō ngā pou utu hiko teitei, ā, kua whakaratohia hoki e te kāwanatanga ā-motu o te Hononga o Amerika he tautoko o te US$5 piriona hei tautoko i te hanganga o ngā pou utu tūmatanui. Ehara i te mea ko te whakaoho anake i te tono mākete ēnei kaupapa here, engari he nui ake hoki ngā whai wāhitanga pakihi mō ngā kamupene pou utu Hainamana.
I runga i ngā kaupapa here pai, kua tere ake te whakamanatanga paerewa o tāwāhi e ngā kamupene pou utu nui o te motu hei hopu i te wāhi mākete. I roto i a rātou, i kite a Wang Yang, te kaiwhakaū me te Tumu Whakarae o Nenglian Smart Electric, i te tau kua hipa, he maha ngā kamupene pou utu o tāwāhi e whakahaere ana i ngā tiwhikete paerewa CE o Ūropi, UL o Amerika me ētahi atu hei whakarite mō te whānui o te mākete i tēnei tau.
Ka taea te kī he tino kaha ngā whakaritenga a ngā mākete o Ūropi me Amerika mō ngā hua pou utu, ā, he roa, he utu nui hoki te huringa tiwhikete. Koia te take e pāngia ai hoki ngā kamupene pou utu Hainamana e ētahi wero i roto i te tukanga haere ki tāwāhi. Hei tāpiri, he rerekē ngā paerewa atanga pou utu i ngā whenua me ngā rohe rerekē, e hiahia ana kia whakarerekētia anō e ngā kamupene ā rātou hua me te whakahaere rangahau me te whanaketanga.
Hei whakapai ake i te urutau ki te tono a te mākete me ngā huringa kaupapa here, me whakapakari e ngā kamupene puranga utu Hainamana te R&D me te auahatanga hua, te whakawhānui i ngā hongere me ngā hononga mahi tahi. I taua wā anō, ko te mārama ki te mākete ā-rohe me ngā ia o ngā kaupapa here tētahi o ngā mea matua mō te angitu o te pakihi. I whakatau a Gan Chunming: "Ko te noho aro ki ngā ia o ngā kaupapa here me te pupuri i te whakawhitiwhiti kōrero ki ngā rōpū ahumahi, ngā whakahaere ā-rohe, me ngā tari kāwanatanga he wāhanga o ngā mahi pakihi. Ko te whakatau mua i te whakatakotoranga o te pakihi me te hua i mua i te huringa o te tono a te mākete me ngā ia ture he mea nui. Koinei te wāhi e takoto ai ngā mōrearea me ngā whai wāhitanga."
I te mea kei te piki haere te hiahia mō ngā puranga DC kaha-teitei me ngā puranga whakakaha i ngā mākete o Ūropi me Amerika, e matapaetia ana hoki ko ngā waeine utu, ngā taura pū utu whakamatao-wai me ētahi atu wāhanga tautoko ka noho hei pūwāhi tipu kaweake hou! Engari i te wā kotahi, me mōhio anō hoki tātou e kī ana te United States me hanga ngā puranga utu tautoko katoa i roto i te United States, ā, kei te whakatairanga hoki a Ūropi i te whakatinanatanga o ngā kaupapa here e tika ana. Kia whakatinanahia ēnei kaupapa here, ka pā tika ki te kaweake o ngā puranga utu. I te aroaro o ēnei wero me ngā whai wāhitanga, me aro ngāwari ngā kamupene puranga utu Hainamana ki ngā huringa mākete, me whakapakari i te mahi tahi me ngā hoa mahi ā-rohe, me te tūhura tahi i ngā mākete o tāwāhi. Mā te hopu i ngā whai wāhitanga kaupapa here, te whakapakari i te auahatanga R&D me te whakawhānui i te mahi tahi hongere, e matapaetia ana ka angitu ake ngā kamupene puranga utu Hainamana i ngā mākete o tāwāhi.
Susie
Te Kamupene Pūtaiao me te Hangarau Kakariki o Sichuan
0086 19302815938
Wā tuku: Hanuere-09-2024
