Flat line application tuyere e fihlile.Motor, e le e 'ngoe ea litsamaiso tse tharo tsa motlakase tsa likoloi tse ncha tsa matla, li etsa karolo ea 5-10% ea boleng ba koloi.Halofong ea pele ea selemo sena, har'a likoloi tse ncha tse 15 tsa motlakase tse rekisitsoeng, sekhahla sa ho kenella ha enjene e bataletseng se eketsehile haholo ho fihla ho 27%.
Indasteri e lebelletsoe hore ka 2025, mohala o bataletseng o tla nka karolo e fetang 80% ea makoloi a macha a matla.Baqolotsi ba litaba ba ithutile hore lihlahisoa tse amanang le li-electromagnetic line tsa hona joale li haella, li atolosoa haholo bakeng sa selemo se tlang.
Mekhatlo ea Brokerage e lumela hore ka phetoho e potlakileng ea likhoebo tse ngata tse ncha tsa likoloi tsa motlakase, 2022-2023 e haufi le ho kena molemong oa ntlafatso e potlakileng, moralo oa pele oa k'hamphani o tla thabela meputso.Ho potlakisa phetoho e ncha ea Flat line ka 2021, Tesla e ile ea nkela sebaka sa mochini o bataletseng oa ntlo, e leng ho tsamaisang keketseho e kholo ea ho kenella, mokhoa oa enjene ea mohala o se o khethiloe."Ho ea ka litaelo tsa k'hamphani, ho ka boleloa esale pele hore likhoebo tse ncha tse etellang pele lefatšeng ka bophara li se li qalile ho fetola lienjene tsa terata e bataletseng ka bongata, 'me mokhoa ona o ntse o eketseha.
E tsamaisoa ke tlhoko ea bareki, tlhahiso ea terata e bataletseng e tla kena nakong ea katoloso e potlakileng mme phepelo e tla hola ka potlako, "ho boletse Jingda Shares, morekisi oa Tesla oa China.Lefapha la Securities la Jingda le itse ho baqolotsi ba litaba, phepelo ea kantle ea k'hamphani e na le mohala o pota-potileng le mohala o bataletseng, empa phepelo ea mela e bataletseng e ikarabella bakeng sa tse ling.
Ka bongata ba likoloi tse ncha tsa matla, tlhoko ea nakong e tlang ea mohala o bataletseng e tla ba kholo.Ho tlalehoa hore lihlahisoa tsa k'hamphani li fetisitse setifikeiti sa lik'hamphani tse ngata tse ncha tsa matla a likoloi, merero e teng ea mohala o bataletseng e ka bang 60. Chen Haibing, mookameli oa kakaretso oa Jinbei Electrician electromagnetic wire Company, o ile a bolella baqolotsi ba litaba ba Cailin.com hore hona joale, likoloi tse ncha tsa matla a bataletseng karolo ena ke tsepamiso ea k'hamphani ho nts'etsopele ea lihlahisoa.
Ha ho bapisoa le mohala o chitja, sekhahla se felletseng sa slot se phahame.Enjene e ts'oanang, e sebelisang mohala o bataletseng, matla a matla a matla a maholo, molumo o nyane ebile o thusa ho qhala mocheso, kahoo mochini o bataletseng o na le melemo e mengata.Mohala o bataletseng o bohareng ba mokhoa oa ho nkela sebaka se chitja sebaka.O ile a boela a tsebisa hore "pele, mehlala e batlang e le ea boleng bo phahameng ka theko e ka holimo ho 200,000 yuan e ne e batla e le 100% terata e bataletseng (motlakase), empa boemo bo ne bo fapane karolong ea bobeli ea selemo.
Re fumane hore Wuling Mini le mefuta e meng le eona e leka ho kenya terata e bataletseng (enjene).Hoo e ka bang ka Phato kapa Loetse, butle-butle k'hamphani e ile ea fana ka mefuta e meng ea moruo ea motlakase. ”Likoloi tse ncha tsa matla li nakong ea tsoelo-pele e potlakileng, 'me bareki ba na le litlhoko tse phahameng tse ntseng li eketseha bakeng sa ts'ebetso ea likoloi.
Ho utloisisoa hore khanyetso e tlase ea ka hare e tlisoang ke terata e bataletseng e ntlafatsa matla a ho fetola matla a motlakase, e leng ntlha ea bohlokoa ho ntlafatsa mamello ea koloi le litšenyehelo tsa betri.Selemong sena, BYD, GaC, joalo-joalo, ka potlako e ile ea fetola enjene ea mohala o bataletseng, le mefuta e meng e tsebahalang e tla hlahisoa, joalo ka Nextev ET7, Zhiji, Jikrypton, joalo-joalo, le eona e amohetse enjene ea mohala o bataletseng.
Selemo sena ke selemo sa pele sa tšebeliso ea terata e bataletseng.Ka 2025, tlhoko ea terata e bataletseng e lebelletsoe ho hola ka potlako ho tloha ho lithane tse ka bang 10,000 ho isa ho lithane tse fetang 190,000.Likhamphani tse fihletseng tlhahiso e kholo ea terata e bataletseng bakeng sa NEV li kenyelletsa Jingda Shares (600577.SH), Great Wall Technology (603897.SH), Jinbei Electric Engineering (002533.SZ) le Guancheng Datong (600067.SH).Bokhoni bo reriloeng ba tlhahiso ea Jingda Shares ke lithane tse 19,500 mafelong a 2021 le lithane tse 45,000 ka 2022.
Khampani e itse ho baqolotsi ba litaba, lithaka tsa hona joale li na le merero ea ho atolosa, e itšetlehileng ka tlhokahalo ea selemo se tlang, e lokelang ho lokisoa esale pele.Great Wall Technology e kile ea phatlalatsa leano la ho bea poraefete, lithane tse 45,000 tsa projeke e ncha ea motlakase oa koloi ea motlakase, e reriloeng ka kakaretso ea matsete a li-yuan tse limilione tse 831.
Lebaka la katoloso ke hore "e lekanyetswang ke matla a teng a sephara, mohala o bataletseng wa khamphani o haella, mme o etsa lekhalo la phepelo".Leha ho le joalo, k'hamphani e ntse e eketsa lisebelisoa tsa terata e bataletseng ho holisa matla a tlhahiso ea terata e bataletseng, e lebelletsoeng ho fihla ho lithane tse 10,000 mafelong a selemo sena kapa mathoasong a selemo se tlang.
"Selemo sena se batla se le maemong a khaello, khoeli le khoeli e bile keketseho.Mohala o khethehileng o bataletseng oa k'hamphani bakeng sa likoloi tse ncha tsa matla o kenya ts'ebetsong katoloso ea tlhahiso, 'me e lebelletsoe ho fihla ho lithane tse 600 ka khoeli le lithane tse 7,000 ka selemo mafelong a selemo sena."E ntse e tsoela pele mohato ka mohato, 'me e lebeletsoe ho theha lithane tse 20,000 tsa matla a tlhahiso karolong ea bobeli ea 2022. Ts'ebetso ea ho hloa matla a tlhahiso e fokotseha butle-butle," ho boletse motho ea ka holimo oa Jinbei Electricians.
Ho ea ka selelekela, k'hamphani e na le tlhahiso e kholo ea bareki ho kenyeletsa Shanghai United Power, BorgWarner, Suzhou Huichuan, Jingjin Electric, joalo-joalo Ho phaella moo, mohala o bataletseng oa motlakase o mocha o rometsoe ho mehlala ea BYD.Hona joale, mosebetsi o mocha oa ho fana ka bopaki ha o e-s'o khaotse.
Ho phaella ho baetsi ba likoloi tse tharo tse ncha, Geely, Great Wall, Guangzhou Automobile, SAIC Motor joalo-joalo le bona ba ruile haholo.Khamphani e rera ho theha mochini o mocha oa tlhahiso ea motlakase oa motlakase oa lithane tse 50,000 / selemo ka Phuptjane 2025.
Moqolotsi oa litaba o ile a hlokomela hore lihlahisoa tse ncha tsa likoloi tsa motlakase tse entsoeng ke baetsi bana ba ka sehloohong li ikarabella bakeng sa karolo e nyenyane ea thekiso.Lithekiso tsa Jingda Stock ho tloha ka Pherekhong ho isa Phuptjane 2021 li feta lithane tse 2,045.Ho tloha ka Pherekhong ho isa Phuptjane 2021, tlhahiso ea mohala o bataletseng bakeng sa likoloi tse ncha tsa matla a Great Wall Technology ke lithane tse 1300;Guanzhou Datong e rekisitse lithane tse 1851.53 tsa lihlahisoa tse sephara halofo ea pele ea selemo;Thekiso ea selemo le selemo ea Jinbei Electrician e lebelletsoe ho ba lithane tse ka bang 2000.
Leha ho le joalo, ho ea ka indasteri e kaholimo, baetsi ba mela e bataletseng ho kenya lenane la barekisi ba lik'hamphani tse ncha tsa likoloi tsa matla ba hloka ho fumana mangolo a mangata, a tla nka likhoeli tse tšeletseng ho isa ho selemo se le seng kapa tse peli.
Likhoebo tsa likoloi tse ncha hangata li khetha bahlahisi ba 'maloa e le barekisi.Ka lebaka la litšenyehelo tse phahameng tsa ho nchafatsa, ba ke ke ba fetola bafani ba thepa ka thato.
Ho ea ka lipalo tsa Deppon Securities, ka 2020, sekhahla sa ho kenella ha mochini o bataletseng o ka ba 10%, sekhahla sa ho kenella ha koloi e ncha ea matla e ka ba 5.4%, 'me sekhahla se pharalletseng sa mohala o bataletseng se ka tlase ho 1%.Ho lebeletsoe hore ho kenella ha mohala o bataletseng ho tla eketseha ka potlako ka lilemo tse 22-23, 'me lik'hamphani tse fihletseng tlhahiso e kholo ea mohala o bataletseng li tla thabela ka botlalo leqhubu la pele la meputso.
Nako ea poso: Mar-21-2023