Kumapeto kwa Juni 2022, umwini wamagalimoto adziko lonse adafika pa 406 miliyoni, kuphatikiza magalimoto 310 miliyoni ndi magalimoto atsopano amagetsi 10.01 miliyoni.Pofika mamiliyoni mamiliyoni a magalimoto atsopano amphamvu, vuto lomwe limalepheretsa chitukuko cha magalimoto atsopano amphamvu ku China ndi zomangamanga.Chifukwa chake, ndikufunakukonza zachitukuko pafupipafupi(kawiri pamwezi) mtsogolomu.
● Chiwerengero cha milu yolipiritsa
Mu Julayi, panali milu yolipiritsa ya 684,000 DC ndi milu yolipiritsa ya 890,000 AC ku China.Chiwerengero cha milu yolipiritsa anthu chinakwera ndi 47,000 m'mwezi umodzi.Chiwerengero cha zida zolipiritsa zomwe zanenedwa mdziko lonse chinali 3.98 miliyoni.
▲ Chithunzi 1. Mkhalidwe wa malo opangira ndalama ku China
● Kugawira milu yochapira
71.7% ya milu yolipiritsa mdziko muno imagawidwa m'zigawo 10 kuphatikiza Guangdong, Shanghai, Jiangsu, Zhejiang, Beijing, Hubei, Shandong, Anhui, Henan, Fujian, ndi zina zambiri.Pakadali pano, kugwiritsa ntchito mphamvu pakulipiritsa anthu kumangoyang'ana kwambiri Kwa mabasi ndi magalimoto onyamula anthu, kuchuluka konse komwe kuli kulipiritsa mdziko lonse mu Julayi kunali pafupifupi 2.19 biliyoni kWh, yomwe ndi yofanana ndi 219kWh yolipiritsa pagalimoto pamwezi, kapena pafupifupi 7kWh patsiku.
▲ Chithunzi 2. Kugawidwa kwa malo operekera anthu ku China
● Kampani yoyendetsera ntchito
Pakati pa makampani opangira milu yolipiritsa mu July, mayunitsi 295,000 anagwiritsidwa ntchito ndi Tedian, mayunitsi 293,000 anagwiritsidwa ntchito ndi Xingxing, ndipo mayunitsi 196,000 anagwiritsidwa ntchito ndi State Grid—makamaka makampani atatu ameneŵa.Mwa iwo, Xingxing adagwiritsanso ntchito milu pafupifupi 72,200 yolipiritsa.Koma chofunikira kwambiri ndi mulu wolipiritsa wa DC.
▲Chithunzi 3. Chidule cha malo akuluakulu opangira makampani
Gawo 1
Kuyika mulu wa DC ndi zomangamanga zosinthira magetsi
Poyerekeza ndi June, chiwerengero cha milu yolipiritsa anthu chinawonjezeka ndi mayunitsi 47,000 mu July, kuwonjezeka kwa chaka ndi chaka kwa 65.7%.Pofika kumapeto kwa Julayi 2022, pakali pano pali milu yolipiritsa anthu 1.575 miliyoni, kuphatikiza milu yolipiritsa 684,000 DC ndi milu yolipiritsa 890,000 AC.Pamakonzedwe a milu yolipiritsa, kufunikira kwa milu ya DC ndikokulirapo;nthawi yomweyo, pamene mphamvu ya milu ya DC ikuwonjezeka, funde latsopano la ndalama zowonongeka lidzalowa m'malo mwa 60-100kW yapitayi ndi mphamvu zambiri, ndipo mgwirizano pakati pa mphamvu yopangira mphamvu ndi katundu wamagetsi uyenera kuganiziridwanso, zomwe zingaphatikizepo zatsopano. funde la ndalama zosungiramo mphamvu.
Pakati pa milu yolipiritsa ya DC, zotsatira zonse za 180,000 za mafoni apadera akadali abwino kwambiri, kutsatiridwa ndi zidutswa 89,700 za Xingxing charger, ndi 89,300 zidutswa za State Grid.Pakati pa makampani oyendetsa galimoto, Volkswagen yapanga makina okwana 6,700 othamanga mofulumira, otsatiridwa ndi NIO 4607 ndi Xpeng 4015. Tesla adayamba bwino ndipo tsopano wadutsa kwathunthu.Pali mizu 2492 yokha.
▲ Chithunzi 4. Mkhalidwe wa milu yayikulu ya DC yolipiritsa
M'malo mwake, kuchuluka kwa magalimoto amagetsi kumathekanso kudzera pamilu yothamangitsa ya DC.Kutha kulipiritsa dzikoli makamaka ku Guangdong, Jiangsu, Sichuan, Zhejiang, Fujian, Hebei, Shaanxi, Shanghai, Hubei, Hunan ndi zigawo zina.Kuyenda kumayendetsedwa ndi mabasi ndi magalimoto onyamula anthu, ndi mitundu ina yamagalimoto monga magalimoto oyendetsa ukhondo komanso ma taxi amakhala ochepa.Mu Julayi 2022, mphamvu zolipiritsa padziko lonse lapansi zinali pafupifupi 2.19 biliyoni kWh, chiwonjezeko chapachaka cha 125.2% ndi chiwonjezeko cha mwezi ndi mwezi ndi 13.7%.
▲ Chithunzi 5. Kuyerekeza kwa mphamvu zolipiritsa ndi chiwerengero cha malo opangira
● Kugwira ntchito moyenera kwa operekera ndalama
Kuti muwone momwe magwiridwe antchito amagwirira ntchito, mutha kufananiza kuchuluka kwa kulipiritsa ndi kuchuluka kwa milu yolipira.
Pofika pa Julayi 2022, ogwira ntchito 15 apamwamba omwe amalipira mabizinesi mdziko muno adatenga 92.5% ya chiwerengero chonse: mayunitsi 295,000 oyendetsedwa ndi mafoni apadera, mayunitsi 293,000 oyendetsedwa ndi Xingxing Charge, mayunitsi 196,000 oyendetsedwa ndi State Grid, ndi 0009 unit. Cloud Quick Charge Taiwan ndi China Southern Power Grid amagwiritsa ntchito mayunitsi 95,000, ndipo Xiaoju Charging imagwiritsa ntchito mayunitsi 80,000.
Deta yolipira ya kampani iliyonse imayimira ndalama zomwe zimaperekedwa pamwezi (Chithunzi 6).Mwa iwo, kulipira kwa Xiaoju ndikodabwitsa kwambiri, ndipo kuyimitsa magalimoto pa intaneti kumawononga magetsi.Pakati pamakampani opanga magalimoto, NIO yatumikiradi makampani ambiri.Amagwiritsa ntchito kwambiri kuposa Kaimeisi.Mtengo wotsika kwambiri ndi SAIC Anyue.
▲ Chithunzi 6. Kuyerekeza kwa mphamvu yolipiritsa
Kuchokera pamalingaliro apano, kuyambira Januware mpaka Julayi chaka chino, kuwonjezeka kwa zomangamanga zolipiritsa kunali mayunitsi 1.362 miliyoni, kuwonjezeka kwa milu yolipiritsa anthu kumawonjezeka ndi 199.2% pachaka, komanso kuwonjezeka kwa milu yolipiritsa payekha yomangidwa ndi magalimoto. wasintha mpaka +390.1% pachaka.Kukula kwa mulu wonse wolipiritsa payekha kumakhala kosangalatsa kwambiri.Kuwonjezeka kwa zomangamanga zolipiritsa ndi mayunitsi 1.362 miliyoni, ndipo kuchuluka kwa magalimoto amagetsi atsopano ndi mayunitsi 3.194 miliyoni.Kuchokera kumalingaliro a chaka chino, chiŵerengero chowonjezereka cha magalimoto opita ku galimoto ndi 1:2.3.
Gawo 2
Ntchito yosinthira batri
Poyerekeza ndi mitundu yonse ya zida zolipirira, pakadali pano pali malo osinthira mabatire 1600+ mdziko muno, pomwe NIO ndi 1000+ ndipo Aodong ili pafupi ndi 500.Malinga ndi kugawa kwachigawo, makamaka ku Beijing(275), Guangdong(220)ndi Zhejiang(159), Jiangsu(151)ndi Shanghai(107).
Zimatenga nthawi kuti zitsimikizire kuti yankho lonse ndilofunika kwambiri kwa makampani agalimoto.
▲ Chithunzi 7. Chiwerengero cha malo osinthira ku China
Mwachidule: Izi za umwini wagalimoto zatsopanozi zikumana ndi zovuta zambiri.Mmodzi wa ife akukumana ndi msika watsopano wamagalimoto ndi 20 miliyoni +, ndipo pali umwini wa 400 miliyoni.
Nthawi yotumiza: Aug-17-2022