Kapangidwe ka “ndalama” za NIO mu malo osinthira magetsi zidanyozedwa ngati “mgwirizano wotaya ndalama”, koma “Chidziwitso Chokhudza Kuwongolera Ndondomeko Yazachuma pa Kukwezeleza ndi Kugwiritsa Ntchito Magalimoto Atsopano Amagetsi” chinaperekedwa limodzi ndi bungwe la maunduna anayi ndi ma komisheni kuti alimbikitse ntchito yomanga malo osinthira magetsi.Pambuyo pa chithandizo chosinthira mtundu wa batri, zonse zimakhala zosiyana.Ndi chithandizo cha boma, makampani opanga magetsi tsopano ndi osiyana ndi omwe kale anali.Osati Weilai yekha, komanso makampani ambiri monga GAC Aian, Ningde Times, Tesla, ndi Volkswagen adayikapo ndalama zogulitsa mphamvu.Choncho, mwala umodzi unayambitsa mafunde chikwi, ndipo njira yosinthira mphamvu mwamsanga inayambitsa zokambirana m'makampani.Ngakhale abwenzi a gulu la "EMF" sanathe kukhala phee ndikufunsa, "Kodi njira yosinthira magetsi ndi yotheka?"
1,
Kufufuza kosalekeza.
M'malo mwake, kufufuza njira yosinthira magetsi kunayambika ku China zaka zoposa 20 zapitazo.Mu 2000, Dianba New Energy idakhazikitsidwa.Chitukukocho chinayala maziko.Kuyambira 2010 mpaka 2015, State Grid ndi Xuji Electric adalowa m'malo osinthanitsa magetsi, koma adabwereranso, ndipo ndalama zawo sizinapeze zotsatira zabwino.
Njira yosinthira mphamvu yabweretsadi kusintha kwachitukuko.M'malo mwake, mu 2016, mgwirizano pakati pa BAIC New Energy ndi Aodong New Energy unayambitsa "Ten Cities and Thousand Stations Optimus Prime Plan", ndipo njira yosinthira magetsi yamagalimoto onyamula anthu idakhazikitsidwa pamsika wama taxi amagetsi..Kenako, makampani opanga magalimoto apanyumba monga Weilai, GAC Aian, FAW Hongqi, ndi Geely awonjezera "ukadaulo wamagetsi amagetsi amagetsi amagetsi" kumitundu ina, zomwe zalimbikitsa kusinthika kwamagetsi.
Makamaka chaka chino, chayambitsa "chaka choyamba cha batri m'malo", ndipo makampani ambiri atulutsa zolemba zawo m'malo mwa mabatire.
Pa Januware 18, chimphona cha batri yamagetsi CATL idakhazikitsa EVOGO, mtundu wamtundu wosinthira mabatire.Pa Juni 18, CATL idakhazikitsa ntchito yosinthira batire ya EVOGO ku Hefei, Anhui.
Pa Januware 24, Lifan Technology ndi Geely Automobile pamodzi adakhazikitsa kampani yolumikizana, Ruilan Automobile, yomwe idalowa msika wamagalimoto atsopano ndi "mphamvu yatsopano yosinthira mabatire" ndikupanga zinthu zatsopano kutengera nsanja yodzipangira yokha yosinthira batire (GBRC). kusintha kwa batri).nsanja) yophimba ma sedans, ma SUV, ma MPV komanso magalimoto onyamula katundu ndi mitundu ina, ndikuchita khama pakukweza magalimoto a B-mapeto ndi zosowa zosinthira mphamvu za ogwiritsa ntchito pa C-mapeto pa nthawi yomweyo.Pa Epulo 27, CATL ndi AIWAYS adasaina mgwirizano wa mgwirizano wa polojekiti ya EVOGO batire.Malinga ndi mgwirizanowu, onse awiri adzagwiritsa ntchito AIWAYS U5 ngati chonyamulira kuti apangire limodzi mtundu wosinthira mabatire, womwe ukuyembekezeka kuyambitsidwa pamsika wachinayi wa chaka chino., Eni ake a Aiways omwe amasankha mtundu wophatikizika wosinthira batire amatha kusangalala ndi ntchito yosinthira batire ya EVOGO yomwe imalekanitsa mphamvu zamagalimoto, kugawa magetsi pakufunika, ndipo imatha kuyimbidwa ndikusinthidwa.
Pa Meyi 6, Changan Deep Blue adalengeza za kasinthidwe ka sedan yake C385, yomwe imatha kuthandizira magwero osiyanasiyana amagetsi kuphatikiza mitundu yosinthira batire.Galimoto yatsopanoyi idzakhazikitsidwa mwalamulo mu Ogasiti.Pa Juni 2, gulu loyamba la taxi zosinthana ndi batire (Nezha U Pro) lomwe lidafika ku Nanning, Guangxi lidaperekedwa.Hezhong, Chery ndi ma OEM ena 16 afikira mgwirizano wachitukuko wa mitundu 30+ yosinthira mabatire) Motsogozedwa ndi netiweki yogawana mabatire yomwe idamangidwa ku Nanning ndi mfundo zosinthira mabatire, Hozon Nezha alumikizana ndi Aodong New Energy ndi Northern Taxi mabizinesi ena amalimbikitsa kugwiritsa ntchito ndikukula kwamphamvu zosinthira mphamvu pamsika wa Nanning.Pa Juni 13, MG MULAN adatulutsa mwalamulo chowunikira chatsopano, ndipo batire ya SAIC "Magic Cube" yomwe imatha kuthandizira kusinthanitsa magetsi idasindikizidwa koyamba.Pa Julayi 6, NIO idati chiwerengero chonse cha malo osinthira mabatire mdziko muno chafika 1,011.Ruilan Automobile idzafalikira kumadera onse a dzikolo ndi "Chongqing" monga msasa wake womanga.Ikukonzekera kumanga zoposa 5,000 malo osinthira mabatire mu 2025, kuphimba 100. pamwamba pa mizinda.
Zomwe zimachitika pafupipafupi zamagalimoto atsopano amagetsi monga SAIC, Changan, ndi Nezha pamsika wosinthira mabatire zonse zimatengera mawilo awiri azosowa ndi mfundo za ogwiritsa ntchito.
Zikumveka kuti kuchuluka kwa magalimoto amagetsi atsopano akuyembekezeka kupitilira 30% mu 2025, zomwe zimakulitsa kufunikira kwa ogwiritsa ntchito kuti awonjezere mphamvu.Kuphatikiza apo, mu 2020, malo olipira adzaphatikizidwa m'malo asanu ndi awiri atsopano;kuyambira 2021, ndondomeko zoyenera zakhala zikuyambitsidwa mosalekeza, ndipo lipoti la ntchito ya boma likufuna kuonjezera ntchito yomanga malo monga kulipiritsa milu.ndi ma switch station.
2,
Ubwino ndi kuipa kwa batire kusinthana.
Pakalipano, mphamvu zowonjezera zamagalimoto amagetsi zimadalira njira ziwiri: kusinthana kwa batri ndi kulipiritsa, koma mitu monga "kodi kusinthana kwa batri kudzalowa m'malo mwa kulipiritsa?"ndi "kodi kusintha kwa batire kuli bwino kapena kuyitanitsa kuli bwino?", makampani ena amagalimoto ngakhalenso akatswiri amakampani amakhulupirira kuti ali paubwenzi wopikisana.
M'mbuyomu, a Tong Zongqi, director of the Information department of the China Electric Vehicle Charging Infrastructure Promotion Alliance, adati, "Pakadali pano, njira yosinthira mabatire imakhazikika kwambiri pantchito komanso magalimoto olemera.Magalimoto amagetsi atsopano m'makampani abizinesi akadali oyendetsedwa ndi kuyitanitsa pang'onopang'ono, kuwonjezeredwa ndi kuyitanitsa mwachangu, ndikusintha mabatire.Sichikhala chodziwika bwino ngati chowonjezera. ”
Akatswiri ena adanenanso kuti kulipira mwachangu kumawononga kwambiri batire yamagetsi ndipo kumakhudza kwambiri gridi yamagetsi.Makamaka pamene magalimoto ambiri amagetsi amagwiritsa ntchito kuthamanga mofulumira panthawi imodzimodziyo, gridi yamagetsi yam'deralo idzakhala yopanikizika kwambiri, ndipo kusintha kwa batri kudzakhudza kwambiri batri.Zowonongekazo ndizochepa, ndipo magetsi apamwamba ndi a m'chigwa angagwiritsidwe ntchito, zomwe zingathe kupititsa patsogolo mphamvu yogwiritsira ntchito mphamvu.
Li Shufu, wapampando wa Geely Holding Group, woimira National People's Congress, adanena kuti awonjezere ntchito yopangira magetsi pamisonkhano iwiriyi chaka chino.Amakhulupirira kuti njira yosinthira mphamvu yolekanitsa galimoto ndi magetsi ili ndi zabwino ziwiri pamtundu wacharge, zomwe ndizowonjezera mphamvu zowonjezera komanso kuchepetsa mtengo.
Pankhani yamagetsi owonjezera mphamvu, pamene magalimoto amagetsi pamsika amagwiritsa ntchito njira yothamangitsira mwachangu, magalimoto ambiri amagetsi amatha kulipiritsidwa kuchokera pa 30% mpaka 80% pafupifupi mphindi 30 (nthawi zambiri kuposa mphindi 30), ndipo zimangotenga mphindi 1 -5 kapena kuposerapo.Zimanenedwa kuti Aodong New Energy yaposachedwa kwambiri ya m'badwo wachinayi wosinthira mphamvu yakwaniritsa njira yonse ya mphindi imodzi, ndipo njira yosinthira magetsi imangotenga 20S, yomwe ikufanana ndi malo opangira mafuta.
Pankhani ya mtengo, mabatire amphamvu amakhala pafupifupi 40% yagalimoto yonse.Njira yolipirira "galimoto-yophatikiza magetsi" imawonjezera kwambiri mtengo wagalimoto yonse.Mu njira yolekanitsa galimoto-magetsi, mtengo wogula wa galimoto yamagetsi ukhoza kuchepetsedwa mpaka theka.Chifukwa chake, njira yosinthira batire sikuti imangofupikitsa nthawi yolipirira, komanso imachepetsanso kupanikizika kwa gridi yamagetsi, komanso imatha kuchepetsa mtengo, womwe mwachibadwa wakhala cholinga cha mabizinesi.
M'malo mwake, njira yosinthira batire ndiyosavuta kwambiri, ndiye kuti, chassis kapena lateral mphamvu batire paketi yomwe imagwiritsidwa ntchito mugalimoto yatsopano yamagetsi imasinthidwa kukhala ukadaulo wosinthira batire, ndipo batire paketi imachotsedwa ndikusinthidwa pamalopo kuti ikwaniritse. cholinga cha kuwonjezera mphamvu.
Chifukwa chomwe makampani ambiri amaganizira zakusintha kwa batire ndikuti ndiyoyenera "kuchangidwanso, kusinthidwa, komanso kusinthidwa" m'magawo osiyanasiyana, ndipo ili ndi mawonekedwe osiyanasiyana, kuchita bwino, kusavuta komanso chitetezo.Kuwonjezera pa zowonjezera zowonjezera zomwe tazitchula pamwambapa, ubwino wake umaphatikizapo mfundo zinayi zotsatirazi:
1. Wonjezerani moyo wa batri.Batire mu njira yosinthira batire imayikidwa pa liwiro lofananira ndipo imayikidwa mu chipinda chosungira kutentha ndi chinyezi, chomwe chimateteza SOH (thanzi) ndi SOC (cruising range) mu batri.Ngakhale kuzizira, kumatha kupereka ndalama zonse kugalimoto.Battery, musadandaule za kusalipira.
2. Sinthani chitetezo cha batri.Munjira yosinthira batire, kumbuyo kwa malo osinthira kuwunika momwe batire ilili munthawi yake ndikuchotsa zolakwika za batri ndi kasamalidwe kwina kachitetezo, potero kuchepetsa kuyaka kwagalimoto ndi kuwonongeka kwa chitetezo chifukwa cha kutha kwa batire yamagetsi.
3. Chepetsani malire ogula galimoto.Poyerekeza ndi "kuphatikiza magetsi agalimoto" njira yolipirira, "yolekanitsa magetsi pagalimoto" njira yosinthira mphamvu ndiyoyenera kubwereketsa mabatire amagetsi osiyanasiyana pamaulendo osiyanasiyana, zomwe sizingachepetse mtengo wogula wa wogwiritsa ntchito, komanso kuzindikira nthawi yayitali. -zochitika zokhazikika zamagalimoto..
4. Zothandiza kukonzanso zinthu.Mwachitsanzo, kugwiritsidwa ntchito kwa mabatire a lithiamu kumatha kupititsa patsogolo bwino chuma cha anthu onse.
Inde, pali ubwino ndi kuipa kwa kusinthana.Kusinthana kwa batri ndi bizinesi yolemera kwambiri, yomwe imakhala ndi mtengo wokwera kwambiri kwa osunga ndalama komanso nthawi yayitali yobweza.Kutsegula pafupipafupi komanso kutulutsa mabatire amagetsi ndikowopsa.Panthawi imodzimodziyo, akatswiri ena asonyeza kuti chiŵerengero cha magalimoto osinthidwa kuti asungidwe mabatire ayenera kukhala 1: 1.3 kuti akhale oyenera, koma izi siziri choncho.
Kutengera NIO monga mwachitsanzo, chiŵerengero chaposachedwa cha NIO ndi kusintha kwa batri ndi pafupifupi 1:1.04.Chifukwa chiŵerengero cha kugulidwa kwa magalimoto ndi kusintha kwa batri mwachiwonekere sichofanana, NIO yakhala ikupanga mabatire m'malo mwa zaka ziwiri zapitazi.Ndi khama pa malo opangira magetsi, pulani yogulira magalimoto a Baas yomwe idakhazikitsidwa ndi Weilai yakhala njira yotsatsira malonda atsopano.
Pa Juni 28, NIO idati yapereka ntchito zosinthira mabatire opitilira 9.7 miliyoni m'malo osinthira 997 padziko lonse lapansi, ndikumaliza milu yopitilira 4,795 ndi milu yolipiritsa 4,391, koma ikadali yotayika..
3,
Pali zovuta zambiri, ndipo chitsanzo cha phindu ndicho kuyesa kwakukulu.
Chifukwa chomwe makampani ena amagalimoto sakhala ndi chiyembekezo chokhudza batire yosinthira ndikuti imakhala ndi chandamale chimodzi ndipo ilibe miyezo.
Chifukwa cha kusiyana kwa mapangidwe amphamvu a batri, zipangizo, teknoloji, ndi zina zotero, mphamvu yamagetsi ndi kukula kwa mabatire amphamvu si yunifolomu.Chifukwa chake, malo osinthira magetsi amatha kugwiritsa ntchito mtundu umodzi wokha, womwe ungatsogolere mosavuta kuzinthu zamagetsi zopanda ntchito komanso magwiridwe antchito.Kutsika ndi zina, potero kukweza mtengo wogwiritsira ntchito ndi kukula kwa ntchito yomanga malo osinthira magetsi.
M'malo mwake, lingaliro lofunikira pakusinthitsa batire lagona pakulekanitsa kwagalimoto ndi magetsi, mabatire wamba, komanso kuzindikira kwamphamvu yotseka yodziyimira payokha.Komabe, ndizovuta kwambiri kulinganiza batri.Pali mitundu yofikira 145 ya mabatire amagetsi pamsika.Njira zosinthira mphamvu zimaphatikizira kusinthanitsa mphamvu zam'mbali, kusinthana kwamagetsi ang'onoang'ono, ndikusinthana kwamagetsi a chassis.Ndizovuta kusintha mphamvu zatsopano pazifukwa zambiri.Opanga ali ndi malingaliro apangidwe ndi miyezo ya mabatire amphamvu, kotero ngati mukufuna kukwaniritsa muyeso wa "kusintha kwa batri lonse", muyenera kudutsa kusiyana kwakukulu.
Ndipo chifukwa cha mpikisano wampikisano pakati pa opanga magalimoto amphamvu zatsopano, mapangidwe a mabatire a mphamvu ndi njira yosinthira mphamvu zimasiyanitsidwa, ndipo palibe amene ali wokonzeka kufotokoza njira zawo kapena kutengera njira zotsutsana nazo.
Pakalipano, makampani ambiri ayamba kale kupanga mapangidwe a batri, koma zidzatenga nthawi kuti apange mphamvu zolimbana nazo.
Komabe, vuto lalikulu panjira yosinthira mphamvu si kusowa kwa mulingo wogwirizana wa mabatire amagetsi, koma momwe mungawongolere kuchuluka kwa kagwiritsidwe ntchito ka siteshoni imodzi kuti mupeze phindu.
Malinga ndi chitsanzo chowerengera cha CITIC Securities Research Institute, mtengo womanga siteshoni imodzi yosinthira magalimoto onyamula anthu ndi pafupifupi yuan miliyoni 4.9, ndipo mtengo womanga wa siteshoni imodzi yosinthira magalimoto ochita malonda ndi pafupifupi yuan 10 miliyoni.Kupuma-ngakhale nsonga yoyamba ikufanana ndi 20% ya mtengo wogwiritsa ntchito.Kuwerengera movutikira ndikutumiza magalimoto 60 patsiku;nthawi yopuma yomaliza ndi 10%, ndiye kuti, magalimoto 24 amaperekedwa patsiku.Potengera kuchuluka kwa masiteshoni osinthira panthawiyi, malo opumira sangafikidwe nkomwe.
Deta nthawi zonse imatha kuwonetsa zochitika zenizeni.Kutengera chitsanzo cha wosinthira mphamvu wa gulu lachitatu Aodong New Energy monga chitsanzo, ndalama zonse kuyambira 2018 mpaka 2020 zinali 82.4749 miliyoni yuan, 212 miliyoni yuan ndi 190 miliyoni, ndipo zotayika zidali motsatira Ndi 186 miliyoni yuan, 162 miliyoni yuan. ndi 249 miliyoni yuan, ndi kutayika kowonjezereka kwa yuan 597 miliyoni m'zaka zitatu.
Choncho, pamaso pa msika wawung'ono wapaintaneti woyendetsa galimoto, mapangidwe a malo osinthira mabatire si abwino, ndipo kusagwirizana kwa miyezo ya batri kumakhudza zofuna ndi njira zachitukuko za maphwando onse.Ndizovuta kwa OEMs.
4,
Pomaliza:
Ndizosatsutsika kuti, poyerekeza ndi kulipiritsa, kusinthana kwa batri kuli ndi mwayi wochulukirapo pakuwonjezera mphamvu.
Osanenapo ngati njira yosinthira batire idzalowa m'malo othamangitsira mtsogolo, makamaka momwe makampani amagalimoto ambiri akutenga nawo gawo pakusintha kwa batire, njira yosinthira batire ndiyotheka, kasamalidwe ka batri kogwira mtima, poganizira kusungirako mphamvu. , ndipo kukhudza kochepa pa gridi yamagetsi kumathamanga.Kulipiritsa sikutheka.
Kuchokera kumakampani, ngati kukhazikika ndi kugwirizana kwa mabatire amphamvu kukwaniritsidwa, kutha kukwaniritsa kukonzanso kogwirizana ndi mautumiki ogwirizana amsika, zomwe zidzayendetsa kumtunda ndi kumunsi kwa makina atsopano amagetsi amagetsi.
Mwina kwa nthawi yayitali m'tsogolomu, magalimoto oyendetsa magetsi atsopano adzakhalabe makamaka potengera pang'onopang'ono, kuwonjezeredwa ndi kuthamanga mofulumira ndi kusinthana kwa batri.Muyezo wogwirizana wa batire yamphamvu ya dziko sungathe kuthetsedwa, koma tikukhulupirira kuti malinga ngati pakufunika pamsika, njira yotsatirira iyenera kukonzedwanso., ili ndi kukhathamiritsa kosinthika kwa magalimoto olekanitsa magetsi.Pambuyo pozindikira mawonekedwe a batri, makampani ambiri amagalimoto amapanga gulu kuti akwaniritse miyezo ya batri yamphamvu ya 2-3, ndiye kuti njira yosinthira batire iyenera kukhala ndi malo opulumuka ndi chitukuko.
Nthawi yotumiza: Aug-17-2022