"Kuyang'ana" mwayi wamabizinesi amagetsi amagetsi atsopano m'zaka khumi zikubwerazi!

Mitengo yamafuta yakwera!Makampani opanga magalimoto padziko lonse lapansi akukumana ndi chipwirikiti.Malamulo okhwima otulutsa mpweya, komanso kuchuluka kwamafuta ofunikira pamabizinesi, akulitsa vutoli, zomwe zapangitsa kuti magalimoto amagetsi achuluke.Malinga ndi zomwe dipatimenti ya Supply Chain and Technology Department ya IHS Markit inanena, msika wapadziko lonse lapansi wamagalimoto amagetsi amphamvu udzapitilira 10 miliyoni mu 2020, ndipo zotulukapo.ikuyembekezeka kupitilira 90 miliyoni mu 2032, ndi kukula kwapachaka (CAGR) kwa 17%.

Kutengera komwe injini ili muzomangamanga za powertrain, imatha kugawidwa m'malo anayi osiyana.Kugawika potengera kapangidwe ka makina oyendetsa kapena mtundu wa mota sikokwanira chifukwa mtundu womwewo wa mota utha kugwiritsa ntchito njira ziwiri zosiyana.Pamapangidwe opangira ma propulsion system, kusankha kwa mota yamagetsi sikungokhala pamtundu wa mota wokha, zinthu zina monga magwiridwe antchito, kasamalidwe kamafuta, ndi mtengo wake ndizomwe zimaganiziridwa.Ma motors amagetsi atsopano omwe amabwera ndi awa: ma motor-mounted motors, transmission-connected motors, e-axle motors, and in-wheel motors.

injini yamagetsi

Ukadaulo wamagalimoto okhala ndi injini udakhazikitsidwa makamaka paukadaulo woyambira lamba (BSG).Ukadaulo wa Belt Starter Generator (BSG) umalowa m'malo mwa injini yachikhalidwe yoyambira injini ndi jenereta (alternator) ndikukwaniritsa ntchito yawo.Ntchito zosinthira injini kuphatikiza kuyimitsidwa, kukwera m'mphepete mwa nyanja, torque yamagetsi ndi kulimbikitsa mphamvu zimayendetsedwanso.Pakhala pali kufunikira kwa njira yaukadaulo iyi, yomwe imapereka njira yotsika mtengo kwambiri yopezera ndalama zambiri zamafuta osasintha pang'ono pamapangidwe amagetsi amagetsi poyerekeza ndi magalimoto wamba.Mu 2020, ma motors okhala ndi injini amakhala pafupifupi 30% ya msika wonse wamagalimoto oyendetsa magalimoto, ndipo msika ukuyembekezeka kukula pa CAGR ya 13% mpaka 2032.Otsatsa atatu apamwamba padziko lonse lapansi pamodzi amapereka zoposa 75% ya zomwe zikufunika mu 2020 ndipo akuyembekezeka kusunga gawo lalikulu pamsika mtsogolomo.

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 mota yolumikizidwa ndi kutumizira

Komano, injini yolumikizidwa ndi ma transmission, imachepetsa zofooka zina za zomangamanga za belt starter jenereta (BSG), kupereka mphamvu zambiri, kuthandizira mphamvu yanthawi zonse, ndikuwonjezera kusinthasintha kwamagetsi.Ma motors awa ndi oyenera kwambiri pamagalimoto amagetsi kapena ma plug-in hybrid.Kutengera kamangidwe ka powertrain, malo agalimoto amatha kukhala asanachitike kapena atatha kufalitsa.Ma motors olumikizidwa ndi ma transmission amakhala 45% ya msika wama propulsion motor pofika 2020 ndipo akuyembekezeka kukula pa CAGR ya 16.7% mpaka 2032, malinga ndi IHS Markit Supply Chain & Technology.

 

Mosiyana ndi mitundu ina yama mota, pamsika wamagalimoto olumikizidwa ndi ma transmission, Japan ndi South Korea zokha zidapanga pafupifupi 50% yazopanga mu 2020.Pa gawo ili, poganizira kuyang'ana kwa magalimoto osakanizidwa ndi ma plug-in hybrid m'maiko awa, izi sizovuta kuzimvetsa.Kuphatikiza apo, ma OEM otsogola omwe amagwiritsa ntchito ma motors olumikizidwa ndi ma transmission pakupanga magalimoto amagetsi ndipo ogulitsa awo ofunikira amapezekanso ku Japan ndi South Korea.

e-axle injini

Banja lachitatu lamagalimoto ndi e-axle motor, yomwe imaphatikiza zida zamagetsi zamagetsi pamtundu umodzi, ndikupanga yankho lolumikizana, lopepuka komanso lothandiza lomwe limapereka magwiridwe antchito apamwamba komanso magwiridwe antchito apamwamba.Mu kasinthidwe ka e-axle motor, mota imayikidwa pa transaxle.

 

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Malinga ndi kuneneratu kwa IHS Markit Supply Chain and Technology Department, pofika chaka cha 2020, ma e-axle motors azikhala pafupifupi 25% ya msika wamagalimoto oyendetsa magalimoto, ndipo akuyembekezeka kuti kukula kwa msika wapachaka kwa msikawu kudzafika 20.1% pofika 2032, yomwe ikukula mwachangu pakati pa ma mota onse oyendetsa.Yachangu gulu.Uwu ndi mwayi waukulu wamsika kumadera onse operekera ma motors, monga opanga zitsulo zamagetsi, opanga ma copper windings ndi opanga ma aluminium caster.Pamsika wama e-axle motor, onse aku Europe ndi Greater China amatsogolera paketiyo ndipo akuyembekezeka kuwerengera 60% yazopanga padziko lonse lapansi panthawi yolosera ya 2020-26.

Motere wamagudumu

Mtundu wachinayi wa injini ndi injini ya hub, yomwe imalola kuti galimotoyo ikhale pakati pa gudumu, kuchepetsa zigawo zomwe zimafunikira kuti muchepetse kufalitsa ndi kutaya mphamvu zomwe zimagwirizanitsidwa ndi magiya, mayendedwe ndi zolumikizira zapadziko lonse lapansi.

 

Ma motor-wheel amaikidwa ngati mamangidwe a P5 ndipo amawoneka ngati njira yowoneka bwino kuposa ma powertrain wamba, koma ali ndi zovuta zina.Kuphatikiza pa kukwera kwa mtengo komwe kumabwera chifukwa cha kupita patsogolo kwaukadaulo, vuto lokulitsa kulemera kosalekeza kwa galimoto lakhala likuwononga kutchuka kwa ma motors oyenda pamagudumu.Magalimoto oyendetsa magalimoto azikhalabe gawo la msika wamagalimoto opepuka padziko lonse lapansi, ndipo malonda apachaka atsala pansi pa 100,000 kwazaka khumi zikubwerazi, IHS Markit adatero.

Njira Zopangira Zanyumba Kapena Zakunja

Pamsika wapadziko lonse lapansi wama motors supply chain, chinthu chofunikira ndikupanga m'nyumba ndikutulutsa ma motors.Tchati chomwe chili m'munsichi chikufotokozera mwachidule zomwe zikuchitika pakupanga kapena kugula ma injini oyendetsa ndege ndi ma OEM apamwamba 10 padziko lonse lapansi.Ma OEM apadziko lonse lapansi akuyembekezeka kusankha kutumizidwa kunja m'malo mopanga ma motors amagetsi m'nyumba pofika 2022.Nthawi imeneyi nthawi zambiri imatchedwa "zosowa zaukadaulo" ndipo ma OEM ambiri padziko lonse lapansi adzadalira kwambiri ogulitsa magalimoto, potengera kumvetsetsa kwapamwamba kwaukadaulo waukadaulo, komanso zosowa zochepa koma zosintha za OEM.

 

Kuchokera ku 2022 mpaka 2026, gawo lotchedwa "kukula kothandizira", gawo la magalimoto opangidwa m'nyumba lidzawonjezeka pang'onopang'ono.Pafupifupi 50% yamagetsi opangidwa mu 2026 adzakhala akunyumba.Panthawi imeneyi, ma OEM apanga ukadaulo mnyumba mothandizidwa ndi othandizana nawo komanso kuphatikiza ogulitsa.IHS Markit ikuneneratu kuti pambuyo pa 2026, ma OEM adzatsogola ndipo gawo lopanga magalimoto m'nyumba lidzakwera kwambiri.

 

Monga gawo loyamba pakukweza magalimoto amagetsi atsopano mumzindawu, kugwiritsa ntchito zida zolipiritsa ku Shanghai ndi gawo lalikulu la chitukuko cha magalimoto amagetsi atsopano.

 

Wang Zidong adanenanso kuti kusinthana kwa batri ndi kulipiritsa sizotsutsana kwathunthu.Iyi ndi njira yatsopano yomwe ili ndi ubwino wambiri pagulu."Moyo wa batire ukachulukidwa ndikutetezedwa bwino, magalimoto onyamula mabatire omwe ali munjira yosinthira mabatire azigwiritsidwa ntchito kwambiri pamsika.Panthawi imeneyo, osati magalimoto a B-end okha, komanso magalimoto a C-end (magalimoto achinsinsi) adzagwira izi pang'onopang'ono.zofunika.”

 

Huang Chunhua amakhulupirira kuti m'tsogolo, ogwiritsa ntchito galimoto yamphamvu ali ndi nthawi yoti azilipira, koma palibe nthawi yosintha batire.Athanso kukweza batire posintha malo opangira magetsi, kuti ogwiritsa ntchito azikhala ndi zosankha zosiyanasiyana, komanso njira zogwiritsiridwa ntchito bwino ndizo zomwe zimayang'ana pakukula kwa mafakitale.Kuphatikiza apo, Unduna wa Zamakampani ndi Ukadaulo Wachidziwitso posachedwapa udalengeza kuti mu 2022, pulogalamu yoyendetsa mzindawu yopangira magetsi onse m'maboma idzakhazikitsidwa.Kumbuyo kwa izi kuyenera kukhala kuphatikiza kwa kulipiritsa ndi kusinthana kwa mabatire kuti alimbikitse kuyika magetsi kwa magalimoto m'maboma."M'zaka ziwiri kapena zitatu zikubwerazi, m'magawo ang'onoang'ono monga mayendedwe apagulu ndi mayendedwe, kutchuka kwakusinthana kwa mabatire kudzachulukirachulukira."

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Nthawi yotumiza: Jul-07-2022