Flat line application tuyere ifikile. I-Motor, njengenye yeendlela ezingundoqo ezintathu zombane zezithuthi zamandla amatsha, i-akhawunti ye-5-10% yexabiso lesithuthi. Kwisiqingatha sokuqala salo nyaka, phakathi kwezona zithuthi zintsha ziphezulu zili-15 ezithengisiweyo, izinga lokungena kwemoto yomgca weflethi linyuke kakhulu laya kutsho kuma-27%.
Ishishini lilindeleke ukuba ngo-2025, umgca weflethi uza kuba ngaphezu kwe-80% yemoto yokuqhuba izithuthi zamandla amatsha. Iintatheli zifunde ukuba iimveliso ezinxulumene nombane we-electromagnetic zangoku zinqongophele, yandisiwe kakhulu imveliso kulo nyaka uzayo.
Amaziko orhwebo akholelwa ukuba ngotshintsho olukhawulezileyo lwamashishini amaninzi amatsha emoto yamandla emoto, i-2022-2023 sele iza kungena kumgca weflethi okhawulezayo wophuculo, uyilo lokuqala lwenkampani luya konwabela imbuyekezo. Ukukhawulezisa ukutshintshwa komgca weflethi ngo-2021, iTesla yathatha indawo yemoto yasekhaya yomgca weflethi, iqhuba ukonyuka okubonakalayo kokungena, indlela yemoto yomgca weflethi imisiwe. “Ngokwemiyalelo yenkampani, kunokuqikelelwa ukuba amashishini amatsha ahamba phambili emhlabeni sele eqalisile ukutshintsha iinjini zocingo olusicaba ngomlinganiselo omkhulu, kwaye umkhwa uyakhula ngokukhawuleza.
Iqhutywa yimfuno yabathengi, imveliso yocingo olucaba iya kungena kwixesha lokwandiswa kwesantya esiphezulu kwaye unikezelo luya kukhula ngokukhawuleza, "utshilo uJingda Shares, umthengisi weTesla eTshayina. Isebe le-stock securities ye-Jingda lathi kwiintatheli, unikezelo lwangaphandle lwenkampani lunomgca ojikelezayo kunye nomgca weflethi, kodwa i-akhawunti ye-flat line supply account for more.
Ngomthamo wezithuthi zamandla amatsha, imfuno yexesha elizayo yomgca weflethi iya kuba nkulu. Kuxelwe ukuba iimveliso zenkampani zigqithise isiqinisekiso senani lamashishini amatsha entloko yemoto yamandla, iiprojekthi ezikhoyo zomgca othe tyaba zingama 60. U-Chen Haibing, umphathi jikelele we-Jinbei Electrician electromagnetic wire Company, uxelele iintatheli zeCailin.com ukuba okwangoku, iimoto zamandla amatsha umgca we-flat esi siqwenga sigxininise kwinkampani ekuphuhlisweni kweemveliso.
Xa kuthelekiswa nomgca ojikelezayo, isantya esipheleleyo se-slot siphezulu. I-motor efanayo, usebenzisa umgca weflethi, ubuninzi bamandla bukhulu, umthamo uncinci kwaye ulungele ukutshabalalisa ubushushu, ngoko ke i-motor ye-flat line ineenzuzo ezininzi. Umgca weflethi uphelele phakathi kwenkqubo yokutshintsha umgca ojikelezayo. Waphinda wazisa ukuba "ngaphambili, iimodeli ezinomgangatho ophezulu kunye namaxabiso angaphezu kwama-200,000 yuan zaziphantse zibe yi-100% yocingo olucaba (motor), kodwa imeko yayahlukile kwisiqingatha sesibini sonyaka.
Siye safumanisa ukuba iWuling Mini kunye nezinye iimodeli nazo zizama ukufaka ucingo olusicaba (motor). Malunga nenyanga ka-Agasti okanye ngoSeptemba, inkampani ngokuthe ngcembe yabonelela ngeemodeli zombane. ” Izithuthi zamandla amatsha okwangoku zikhula ngokukhawuleza, kwaye abathengi banemfuno ephezulu yokusebenza kwezithuthi.
Kuyaqondwa ukuba ukuchasana okuphantsi kwangaphakathi okuziswa yi-flat wire winding kuphucula ukuguqulwa kwamandla okusebenza kakuhle kwemoto, eyona nto ibalulekileyo ekuphuculeni ukunyamezela kwesithuthi kunye neendleko zebhetri. Kulo nyaka, i-BYD, i-GaC, njl. njl
Lo nyaka ngunyaka wokuqala wokufakwa kocingo olucaba. Ngo-2025, imfuno yocingo olucaba kulindeleke ukuba ikhule ngokukhawuleza ukusuka malunga ne-10,000 yeetoni ukuya kwiitoni ezingaphezu kwe-190,000. Iinkampani eziye zafumana imveliso eninzi yocingo olusicaba kwi-NEV ziquka i-Jingda Shares (600577.SH), i-Great Wall Technology (603897.SH), i-Jinbei Electric Engineering (002533.SZ) kunye ne-Guancheng Datong (600067.SH). Umthamo ocetywayo wemveliso ye-Jingda Shares yi-19,500 yeetoni ekupheleni kwe-2021 kunye ne-45,000 yeetoni ngo-2022.
Inkampani yathi kwiintatheli, oontanga bangoku banezicwangciso zokwandisa, ngokusekelwe kwimfuno yonyaka ozayo, ukuba zilungiswe kwangaphambili. I-Great Wall Technology iye yabhengeza ngaphambili isicwangciso sokubekwa kwabucala, iitoni ezingama-45,000 zeprojekthi yocingo lwamandla emoto entsha yemoto, utyalo-mali olucetyiweyo lulonke lwe-831 yezigidi zeeyuan.
Isizathu sokwandiswa kukuba “kunqunyulwa ngamandla omthamo okhoyo osicaba, umgca osicaba wenkampani uyanqongophala, wenza umsantsa wokubonelela”. Nangona kunjalo, inkampani isengeza izixhobo zocingo olusicaba ukwandisa amandla okuvelisa i-flat wire, ekulindeleke ukuba ifikelele kwiitoni ezili-10,000 ekupheleni kwalo nyaka okanye ekuqaleni konyaka ozayo.
"Lo nyaka phantse usoloko ukwimeko yokunqongophala, inyanga nenyanga iye yanda. Umgca okhethekileyo wenkampani wezithuthi zamandla amatsha uphumeza ukwanda kwemveliso, kwaye kulindeleke ukuba ifikelele kwiitoni ezingama-600 ngenyanga kunye neetoni ezingama-7 000 ngonyaka ekupheleni kwalo nyaka. amandla okuvelisa ngokuthe ngcembe,” utshilo lo mntu ungasentla waseJinbei Electricians.
Ngokutsho kwentshayelelo, inkampani inemveliso yobuninzi yabathengi kuquka i-Shanghai United Power, i-BorgWarner, i-Suzhou Huichuan, i-Jingjin Electric, njl. Ukongeza, i-flat wire ye-motor entsha yamandla ithunyelwe kwiisampuli ze-BYD. Okwangoku, umsebenzi omtsha wokuqinisekisa ubungayeki.
Ukongeza kwabathathu abavelisi beemoto abatsha, iGeely, iGreat Wall, iGuangzhou Automobile, iSAIC Motor njalo njalo nabo bazizityebi kakhulu. Inkampani iceba ukwenza isithuthi samandla esitsha sombane esikhethekileyo sokuvelisa iitoni ezingama-50,000/ngonyaka ngoJuni ka-2025.
Intatheli yaqaphela ukuba isithuthi samandla esitsha samandla oluhlu lweemveliso zoluhlu lwabavelisi abakhulu zibalelwa kwipesenti encinci yokuthengisa. Intengiso ye-Jingda Stock ukususela ngoJanuwari ukuya kuJuni ka-2021 igqithe kwi-2,045 yeetoni. Ukususela ngoJanuwari ukuya kuJuni 2021, ukukhutshwa komgca weflethi kwizithuthi zamandla amatsha e-Great Wall Technology yi-1300 tons; I-Guanzhou Datong ithengise iitoni ezili-1851.53 zeemveliso zomgca osicaba kwisiqingatha sokuqala sonyaka; Intengiso yonyaka yeJinbei Electrician kulindeleke ukuba ibe malunga neetoni ezingama-2000.
Nangona kunjalo, ngokutsho kwangaphakathi kwishishini elingentla, abavelisi beentambo ezisicaba ukungena kuluhlu lwababoneleli beenkampani zezithuthi zamandla amatsha kufuneka badlule kwizatifikethi ezininzi, eziya kuthatha iinyanga ezintandathu ukuya kunyaka omnye okanye emibini.
Amashishini ezithuthi zamandla amatsha akholisa ukukhetha abavelisi abaninzi njengababoneleli. Ngenxa yeendleko eziphezulu zokutshintshwa, abayi kubatshintsha ababoneleli ngokuthanda kwabo.
Ngokobalo lwe-Deppon Securities, ngo-2020, izinga lokungena kwe-flat line motor limalunga ne-10%, izinga lokungena kwe-superposition entsha yemoto yamandla malunga ne-5.4%, kunye nesantya esibanzi sokungena komgca weflethi ungaphantsi kwe-1%. Kulindeleke ukuba i-flat line permeability iya kunyuka ngokukhawuleza kwi-22-23 iminyaka, kwaye iinkampani eziye zafumana imveliso enkulu yomgca weflethi ziya kunandipha ngokupheleleyo i-wave wave yokuqala.
Ixesha lokuposa: Mar-21-2023