Ubwino wa EEC Electric Car, Magalimoto Amagetsi Otsika Kwambiri Akhala Mtsogolo

Galimoto yamagetsi yamagetsi yotsika kwambiri yapangidwa kwa zaka zambiri, ndipo yatha kukula mpaka pano chifukwa idagwirizana ndi zosowa za chitukuko cha anthu ndi chitukuko cha mafakitale.Kumbali imodzi, imafunikira zida zoyenera zoyendera mtunda waufupi.Kumbali inayi, chitukuko cha magalimoto amagetsi chikuyenda bwino, kuyendetsa galimoto yamagetsi yamagetsi otsika kwambiri Development.Ziribe kanthu momwe tsogolo likukhalira, magalimoto amagetsi otsika kwambiri alowadi m'miyoyo ya anthu ambiri ndipo sasiyanitsidwa.

Mu Januware chaka chino, pomwe msika udakulirakulira, Yang Dong, mtsogoleri wa Ningquan Capital, yemwe amadziwika kuti "chikumbumtima chamakampani," adakumbutsa osunga ndalama kuti asamale ndi kuwopsa kwa gawo la magalimoto atsopano omwe aphwanyidwa. .Pambuyo pa tchuthi chautali chachitali cha Chaka Chatsopano cha China, msika udasintha kwambiri, pomwe gawo la magalimoto amagetsi atsopano lidatsogolera kutsika.Ndi kubwerera kwatsopano kwa gawo la magalimoto atsopano amagetsi, msika wayambanso kuyang'ana kuchuluka kwa mwayi ndi zoopsa.

"Kuwonjezeka kwaposachedwa kwa gawo la magalimoto amagetsi atsopano ndikukwaniritsidwa kwa ziyembekezo zazikulu kwambiri m'zaka zoyambirira."Woyang'anira thumba la Beijing adasanthula kuti pamsika womwe ukukulirakulira wagawo lamagetsi atsopano chisanachitike Chikondwerero cha Spring, bungweli lidakhazikitsidwa pa toni imodzi ya lithiamu hydroxide ya batri.Mtengo wa yuan 100,000 unkayembekezeredwa kuganiziridwa, ndipo pambuyo pake zidadziwika kuti zongopekazo zidapitilira.Kuphatikiza apo, msika udabweretsa kusintha kwakukulu pambuyo pa tchuthi cha Chikondwerero cha Spring, kotero mitengo yamakampani ogwirizana idasintha kwambiri.Komabe, potengera zomwe zachitika posachedwa, mtengo wa lithiamu hydroxide pa tani wapitilira 90,000 yuan, ndipo mtengo wa lithiamu hexafluorophosphate wakweranso modabwitsa.Choncho, ndalama zochokera kuzinthu zosiyanasiyana zayamba kutenga nawo mbali mwamphamvu kwambiri, ndipo masheya ambiri afika pamtunda watsopano.

Katswiri wofufuza zachitetezo ku China Merchants Securities, Zhang Xia, adati malinga ndi momwe makampani akugwirira ntchito, magalimoto amagetsi anzeru adzabweretsa kukula kwa msika mwachangu zaka 5 mpaka 10 zikubwerazi.Gawo lamsika likuyembekezeka kukwera kuchokera pa 10% mpaka 88%, ndipo makampani ofananira nawo adzakhala akulu kwambiri.Mwayi wandalama."Ndikulowa kwa zimphona zapaintaneti monga Yunlong, magalimoto amagetsi a EEC pamapeto pake adzasinthidwa kukhala magalimoto anzeru, ndipo njira zatsopano zoyendetsera galimoto zipangitsa kuyendetsa bwino.Pakali pano, ogula amagula zambiri malinga ndi momwe akufunira kusiyana ndi momwe amathandizira.“

Zhang Xia adanena kuti mafakitale ambiri ali ndi lamulo la 10% pakupanga chitukuko.Mlingo wolowera ukadutsa 10%, padzakhala mawu apakamwa, ndipo kugwiritsidwa ntchito kumawonjezeka mwachangu.Opanga asinthanso kapangidwe kazinthu munthawi yake malinga ndi zosowa za ogwiritsa ntchito, kuti kuchuluka kwa malowedwe kukwere mwachangu mpaka 80%.Uku ndi kuphulika kwa mafakitale."Kuyambira mu 2021 kapena chaka chamawa, makampani opanga magetsi anzeru angayambitse kuphulika kwakukulu.Atsogoleri amgululi, kuphatikiza mabatire ndi magawo, adzakhala ndi mwayi wopeza ndalama zambiri. ”

Malinga ndi Fu Juan, woyang'anira Shenwanlingxin Star Fund, m'zaka zisanu zapitazi, magalimoto amphamvu atsopano athetsa mavuto a hardware monga mabatire.M’zaka zitatu kapena zisanu zikubwerazi, adzathetsa mavuto a “ubongo” wa magalimoto, kuphatikizapo makina oyendetsera galimoto, makamera agalimoto, ndi zipangizo zamakono.Cockpit etc. "Galimoto yamtsogolo ndi kompyuta yaikulu, ndipo mbali yaikulu ya nzeru zamagalimoto ndi kulekanitsa mapulogalamu ndi hardware.Potengera ndalama, chaka chino chikuyembekezeka kukhala chaka choyamba kupanga magalimoto ang'onoang'ono amagetsi. "

Kuchokera pamalingaliro a dongosolo la masanjidwe, kuwonjezera pa gawo la batire wamba, bungweli lidayamba kuyang'ana pamutu wopanga magalimoto anzeru, makamaka pamagalimoto, kuphatikiza ma lens agalimoto amagetsi a EEC, chiwonetsero chagalimoto yamagetsi ya EEC, ndi magetsi a EEC. kukonza galimoto.