"Kubuda" kwemabhizinesi ekumusoro nekudzika kweChina nyowani magetsi emotokari indasitiri cheni kwave chinhu chikuru chekukura kwemusika.Pasi pemamiriro ezvinhu akadai, mabhizinesi ekuchaja mirwi ari kukurumidza kurongeka kwemisika yekunze.
Mazuva mashoma apfuura, mamwe nhepfenyuro akashuma nhau dzakadaro.Iyo ichangoburwa yekuyambuka-muganho index yakaburitswa neAlibaba International Station inoratidza kuti mikana yebhizinesi yekumhiri kwemakungwa emagetsi matsva ekuchaja mota yakawedzera ne245% mugore rapfuura, uye pane inokwana katatu nzvimbo yekuda mune ramangwana, inova mukana mutsva wemabhizinesi epamba.
Muchokwadi, mukutanga kwa2023, nekuchinja kwemitemo yakakodzera mumisika yekunze, kutengeswa kunze kwenyika kwemagetsi matsva ekuchaja mota kunotarisana nemikana mitsva nematambudziko.
Demand gap asi shanduko yepolicy
Parizvino, kudiwa kwakasimba kwekuchaja mirwi kunonyanya kukonzerwa nekukurumidzira kukurumidzira kwemotokari nyowani dzemagetsi pasi rese.Nhamba dzinoratidza kuti muna 2022, kutengeswa kwepasi rose kwemotokari itsva dzesimba kwakasvika 10.824 miriyoni, zvichikwira 61.6% gore negore.Kubva pamaonero emusika wemotokari nyowani dzemhiri kwemakungwa chete, nepo mutemo uchibatsira kusimudzira mota yese, kune gaka rakakura rekuda kwekuchaja mirwi, kunyanya muEurope neUnited States, uko mabhizinesi epamba anotumira kunze.
Munguva pfupi yapfuura, Paramende yeEurope ichangopfuura mutemo wekumisa kutengeswa kwemotokari dzemotokari dzemafuta muEurope muna 2035. Izvi zvinoreva zvakare kuti kuwedzera kwekutengesa kwemotokari itsva dzemagetsi muEurope kuchaita kuti kukura kwekudiwa kwekuchaja mirwi. .Sangano rekutsvagisa rinofanotaura kuti mumakore gumi anotevera, musika wekuEurope wekuchaja mota dzemagetsi kuEurope uchawedzera kubva pamabhiriyoni mashanu emadhora muna 2021 kusvika pamabhiriyoni gumi nemashanu emadhora.De Mayo, purezidhendi weEuropean Automobile Manufacturers Association, akati kufambira mberi kwekuiswa kwemotokari yemagetsi yekuchaja mirwi munyika dzenhengo dzeEU "kwaive kure nekukwana".Kutsigira shanduko yeindasitiri yemotokari kuita magetsi, 14000 mirwi yekuchaja inoda kuwedzerwa svondo rega rega, nepo nhamba chaiyo panguva ino ingori mazana maviri chete.
Munguva pfupi yapfuura, mutemo wekusimudzira wemotokari itsva dzemagetsi muUnited States zvakare yave "yakakura".Maererano nechirongwa, ne2030, chikamu chemotokari dzemagetsi mukutengesa kwemotokari itsva muUnited States ichasvika zvishoma ne50%, uye 500000 yekuchaja mirwi ichave yakagadzirirwa.Kuti izvi zviitike, hurumende yeUS inoronga kuisa US $ 7.5 bhiriyoni mumunda wemagetsi ekuchaja mota.Izvo zvakakosha kucherechedza kuti mwero wekupinda kwemotokari dzemagetsi muUnited States uri pasi pegumi muzana, uye nzvimbo yakakura yekukura kwemusika inopa mukana wekusimudzira wemabhizinesi epamba anochaja mirwi.
Nekudaro, hurumende yeUS ichangobva kuzivisa mwero mutsva wekuvakwa kwemotokari yemagetsi yekuchaja murwi network.Mirwi yese yekuchaja inotsigirwa neUS Infrastructure Act ichagadzirwa munharaunda uye zvinyorwa zvichatanga kushanda nekukasira.Panguva imwecheteyo, mabhizinesi akakodzera anofanirwa kutora iyo huru yekuchaja yekubatanidza chiyero cheUnited States, chinoti "Combined Charging System" (CCS).
Shanduko dzemitemo dzakadai dzinokanganisa mazhinji mabhizinesi ekuchaja mirwi ari kugadzirira uye akagadzira misika yekunze.Naizvozvo, mazhinji mabhizinesi ekuchaja mirwi akagamuchira kubvunza kubva kune vanoisa mari.Shuangjie Electric akataura papuratifomu yekudyidzana kwevashambadziri kuti kambani ine huwandu hwakazara hwema AC ekuchaja mirwi, DC majaja uye zvimwe zvigadzirwa, uye yakawana hunhu hwemupi weState Grid Corporation.Parizvino, zvigadzirwa zvekuchaja zvakatengeswa kuSaudi Arabia, India nedzimwe nyika nematunhu, uye zvichasimudzirwa kuti zviwedzere misika yekunze.
Nezve zvinodiwa zvitsva zvinopihwa nehurumende yeUnited States, mabhizinesi ekuchaja mudzimba ane mabhizinesi ekunze akatofanotaura.Munhu akakodzera weShenzhen Daotong Technology Co., Ltd. (pano anonzi "Daotong Technology") akaudza mutori wenhau kuti kukanganiswa kweNew Deal yeUnited States kwakatariswa pakuisa chinangwa chekutengesa kwe2023, saka. maitiro ayo pakambani aive mashoma.Zvinonzi Daotong Technology yakaronga kuvaka fekitari muUnited States.Zvinotarisirwa kuti fekitari itsva ichapedzwa uye yotanga kushanda muna 2023. Parizvino, chirongwa ichi chiri kufambira mberi zvakanaka.
Profit "blue ocean" nekunetseka mukukura
Zvinonzwisiswa kuti kudiwa kwekuchaja mirwi paAlibaba International Station kunonyanya kubva kumisika yeEurope neAmerica, pakati peiyo UK, Germany, Ireland, United States neNew Zealand ndidzo nyika shanu dzepamusoro maererano nemukurumbira wekuchaja murwi. tsvaga.Uye zvakare, iyo mhiri-muganho index yeAlibaba International Station inoratidzawo kuti vatengi vekune dzimwe nyika vekuchaja mirwi yepamba vanonyanya vatengesi vepanzvimbo, vanoverengera makumi matatu muzana;Vagadziri vekuvaka uye vanogadzira zvivakwa account yega yega ye20%.
Mumwe munhu ane hukama neDaotong Technology akaudza mutori wenhau kuti parizvino, maodha ayo ekuchaja mumusika weNorth America anonyanya kubva kune vatengi veko vekutengesa, uye mapurojekiti erubatsiro ehurumende anoita chikamu chidiki.Nekudaro, nekufamba kwenguva, zvirambidzo zvemitemo zvichave zvishoma nezvishoma, kunyanya kune zvinodiwa zvekugadzirwa kweAmerica.
Musika wekuchaja mirwi wepamba watove "gungwa dzvuku", uye mhiri kwemakungwa "gungwa rebhuruu" zvinoreva mukana wekuwana mari yakawanda.Zvinonzi kuvandudzwa kwezvivakwa zvemotokari nyowani dzemagetsi mumisika yeEurope neAmerica gare gare pane iyo mumusika wepamba.Iyo yemakwikwi maitiro yakadzikira, uye iyo gross profit margin yezvigadzirwa yakakwira zvakanyanya kupfuura iyo iri mumusika wepamba.Mumwe muindasitiri asina kuda kudomwa zita akaudza mutori wenhau kuti: “mamodule-pile ekubatanidza mabhizinesi anogona kuwana purofiti yakakura ye30% pamusika wepamba, uyo unowanzo 50% mumusika weUS, uye purofiti yakakura. yemamwe maDC mirwi yakatokwira se60%.Tichifunga nezvezvinhu zvekugadzirwa kwekondirakiti muUnited States, zvinotarisirwa kuti pachange paine purofiti yakakura ye35% kusvika 40%.Pamusoro pezvo, mutengo wemayuniti ekuchajisa mirwi muUnited States wakakwirisa zvikuru kupfuura uri mumusika wepamba, uyo unogona kuvimbisa purofiti zvizere.”
Nekudaro, kuti vatore "dividend" yemusika wekunze, mabhizinesi ekuchaja mirwi epamba achiri kuda kusangana nezvinodiwa zveAmerican standard certification, kudzora mhando mukugadzira, kubata nzvimbo yekuraira nekuita kwechigadzirwa, uye kuhwina nyasha nemutengo mukana. .Parizvino, mumusika weUS, mazhinji maChinese mabhizinesi ekuchaja mirwi achiri mukuvandudza uye nguva yekupihwa zvitupa.Mumwe mushandi wekuchaja mirwi akaudza mutori wenhau kuti: “Zvakaoma kupa chitupa cheAmerica chezvitupa zvekuchaja, uye mutengo wacho wakakwirisa.Pamusoro pezvo, michina yese inetiweki inofanirwa kupasa chitupa cheFCC (Federal Communications Commission yeUnited States), uye madhipatimendi akakodzera eUnited States anoomesera zvakanyanya nezve'kadhi iri."
Wang Lin, director wemusika wemhiri kwemakungwa weShenzhen Yipule Technology Co., Ltd., akati kambani iyi yakasangana nematambudziko akawanda mukusimudzira misika yemhiri kwemakungwa.Semuenzaniso, inoda kuenderana nemhando dzakasiyana uye inosangana nemiyero nemirau yakasiyana;Izvo zvinodiwa kuti udzidze uye kutonga kuvandudzwa kwemagetsi uye simba idzva mumusika unotarirwa;Izvo zvinodikanwa kuti uvandudze network kuchengetedza zvinodiwa gore negore zvichienderana nekusimudzira kumashure kweInternet yezvinhu.
Sekureva kwemutori wenhau, pari zvino, rimwe rematambudziko akatarisana nemabhizinesi ekubhadharisa mudzimba mu "kubuda" isoftware, inoda kuzadzisa zvinodiwa zvekuona kuchengetedza kwekubhadhara kwemushandisi, kuchengetedza ruzivo, kuchengetedza mota yekuchaja nekuvandudza ruzivo.
"MuChina, kushandiswa kwezvivakwa zvekuchaja kwakanyatso kusimbiswa uye kunogona kuita basa rinotungamira mumusika wepasi rose."Yang Xi, nyanzvi yepamusoro uye anoona akazvimirira muindasitiri yemagetsi ichichaja mirwi, akaudza vatori venhau, "Kunyangwe nyika kana matunhu akakoshesa zvakasiyana pakuvaka zvivakwa zvekuchaja, kushomeka kwekuchaja mirwi nezvimwe zvine chekuita nazvo ichokwadi chisingarambiki.Iyo yakazara yemagetsi indasitiri yemotokari yemagetsi inogona kuwedzera chikamu ichi chegeji remusika. "
Model innovation uye digital channels
Muindasitiri yekuchaja mirwi yemumba, mazhinji emabhizinesi madiki uye epakati nepakati.Nekudaro, kune kutsva kwekutengeserana kwekunze kudiwa senge kuchaja mirwi, kune mashoma echinyakare nzira dzekutenga, saka chikamu chekushandisa chedhijitari chichakwira.Mutori wenhau akadzidza kuti Wuhan Hezhi Digital Energy Technology Co., Ltd. (inozonzi "Hezhi Digital Energy") yakaedza kuwedzera bhizinesi rekunze kubva 2018, uye vatengi vese vepamhepo vanobva kuAlibaba International Station.Parizvino, zvigadzirwa zvekambani zvakatengeswa kunyika dzinopfuura makumi mashanu nematunhu pasi rese.Munguva ye2022 Qatar World Cup, Uchenjeri hwakapa mazana masere emaseti emagetsi ekuchaja mabhazi kunzvimbo yeko.Tichifunga nezvenzvimbo inopenya ye "kubuda" kwemabhizinesi ekumusoro neakadzika mune itsva magetsi emotokari indasitiri cheni, nyika inofanirwa kupa sarudzo yakakodzera kumabhizinesi madiki uye epakati nepakati mumutemo, anogona kuita basa mukusimudzira.
Mukuona kwaWang Lin, misika yemhiri kwemakungwa yekuchaja mirwi inopa maitiro matatu: kutanga, iyo Internet-based service modhi, nekubatana kwakazara pakati pevapeji vepuratifomu nevashandisi, inosimbisa maitiro ebhizinesi eSaaS (software sevhisi);Yechipiri ndeye V2G.Nekuda kwehunhu hwemhiri kwemakungwa akagoverwa simba network, tarisiro dzayo dzinonyanya kuvimbisa.Inogona kuisa zvakanyanya bhatiri remagetsi-yekupedzisira kune dzakasiyana siyana dzesimba idzva, kusanganisira imba yekuchengetedza simba, magetsi grid regulation, uye kutengesa magetsi;Yechitatu ndeye kudiwa kwemusika kwakapetwa.Kuenzaniswa neAC murwi, mwero wekukura weDC murwi wemusika uchave uchikurumidza mumakore mashoma anotevera.
Sekureva kwataurwa pamusoro peNew Deal yeUnited States, mabhizinesi ekuchaja mirwi kana mapato akakodzera ekuvaka anofanirwa kusangana nemamiriro maviri kuti awane rubatsiro: chekutanga, yekuchaja murwi simbi / simbi shell inogadzirwa muUnited States uye inounganidzwa muUnited States;chechipiri, 55% yemari yose yezvikamu uye zvikamu zvinogadzirwa muUnited States, uye nguva yekushandiswa iri mushure meJuly 2024. Mukupindura mutemo uyu, vamwe vashandi vemabhizimisi vakaratidza kuti kunze kwekugadzira uye kuungana, murwi wekuchaja wepamba. mabhizinesi anogona achiri kuita akakwira kukosha-akawedzera mabhizinesi akadai sedhizaini, kutengesa uye sevhisi, uye makwikwi ekupedzisira achiri tekinoroji, machani uye vatengi.
Yang Xi anotenda kuti ramangwana remusika wemagetsi ekuchaja murwi muUnited States rinogona kuzopedzisira rave kukonzerwa nemabhizinesi emuno.Mabhizinesi asiri eUS uye mabhizinesi asati agadzira mafekitori muUnited States akatarisana nematambudziko makuru.Mukuona kwake, kugariswa kwenzvimbo kuchiri kuyedza kumisika yekunze kunze kweUnited States.Kubva pakutakura purojekiti yekutakura, kusvika pamaitiro ekushanda kwepuratifomu, kusvika pakutariswa kwemari, maChinese ekuchaja mirwi mabhizinesi anofanirwa kunzwisisa zvakadzama mitemo yemuno, mirau uye tsika tsika kuhwina mikana yebhizinesi.
Nguva yekutumira: Mar-07-2023