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Kasuwar Platform EV

Kasuwar Dandalin EV (Bangaren: Chassis, Baturi, Tsarin Dakatarwa, Tsarin Jagora, Drivetrain, Motar Cikin Gida, da Sauransu; Nau'in Motocin Wuta: Motar Wutar Lantarki da Motar Wutar Lantarki. Motocin Amfani, da Sauransu; da Dandalin: P0, P1, P2, P3, da P4) - Nazarin Masana'antu na Duniya, Girma, Raba, Girma, Yanayi, da Hasashen, 2020 - 2030

Ƙarfafa Dokokin Muhalli da hauhawar buƙatun Motocin Lantarki don haɓaka Ci gaban Kasuwa
Dangane da ci gaban fasaha mai ban sha'awa da kuma yanayin shimfidar wurare, sashen kera motoci na duniya ya ga canje -canje da yawa a cikin shekaru ashirin da suka gabata. A halin yanzu, sashin motoci na yanzu a duk duniya yana ƙara haɓaka zuwa ci gaba mai ɗorewa da ci gaba, inda OEM da sauran masu ruwa da tsaki ke tilasta saka hannun jari a sabbin fasahohi da sabbin abubuwa waɗanda suka dace da yanayin yanayin canjin yanayi. A cikin shekaru goma da suka gabata, motocin lantarki sun sami babban farin jini a duniya. Yayin da wayar da kan jama'a game da motocin lantarki ke ci gaba da haɓaka a duk faɗin duniya, tare da shi, siyar da motocin lantarki na duniya yana ci gaba da tafiya a cikin yanayin sama - wani abin da ake tsammanin zai haɓaka haɓakar kasuwar dandalin EV na duniya.
Bukatar motocin lantarki shine babban abin da ake tsammanin zai jagoranci kasuwar dandamalin EV na duniya yayin lokacin tantancewa. Kamfanoni da ke aiki a kasuwar dandamali na EV na yanzu suna ƙara mai da hankali kan ba da fa'ida da ingantaccen dandamali na EV ga abokan cinikin su, da kuma cike gibin farashi tsakanin injunan abin hawa na lantarki da injunan ƙonawa na ciki (ICEs). Da yawa manyan 'yan wasa a kasuwa ana sa ran za su ƙaddamar da sabbin dandamali na EV a cikin shekaru goma masu zuwa-abin da zai iya taimakawa ci gaban kasuwar dandalin EV na duniya yayin lokacin hasashen.
A bayan waɗannan abubuwan, ana sa ran kasuwar dandamalin EV ta duniya za ta zarce alamar $ 97.3 Bn a ƙarshen 2030.

'Yan Kasuwar Kasuwa sun mai da hankali kan rage gibin farashi tsakanin ICE da Injin Lantarki
Kodayake buƙatun motocin lantarki sun shaida ci gaba mai ɗorewa a cikin 'yan shekarun da suka gabata, ɗimbin OEM suna samun riba mai yawa ta hanyar siyar da motocin lantarki. Babban rata mai tsada tsakanin injinan lantarki da ICE shine babban abin da ake tsammanin zai haifar da sabbin abubuwa da kuma buɗe hanya don samfuran dandamali na EV masu tsada a nan gaba. Babban farashin baturan lantarki yana ɗaya daga cikin mahimman dalilan da yasa farashin motocin lantarki suka fi na matasan ko motocin da ke aiki akan gine-ginen abin hawa na ICE. A sakamakon haka, 'yan wasa da yawa da ke aiki a cikin shimfidar kasuwar dandalin EV suna neman sabbin hanyoyin rama waɗannan farashin ta hanyar mai da hankali kan ƙira EV akan madaidaiciya da madaidaicin dandamali. Yayin da OEMs da yawa ke ƙara saka hannun jari a cikin ci gaba da keɓaɓɓun dandamali na EV don kera motocin lantarki, wasu da farko suna dogaro da gine-ginen ICE don kera motocin lantarki. A yunƙurin su na samar da samar da motocin lantarki masu fa'ida, 'yan wasan kasuwa suna ƙara bincika dabaru daban -daban, gami da layuka masu sauƙi.

'Yan Wasan Kasuwa sun mai da hankali kan ƙaddamar da sabbin hanyoyin EV don samun Gasar Gasa
Shaidar karuwar buƙatun motocin lantarki da kuma tsammanin ƙarin shigar da motocin lantarki a nan gaba, kamfanoni da yawa a halin yanzu suna karkata zuwa ƙaddamar da sabbin dandamali na EV don samun fa'idar gasa a cikin kasuwar kasuwa ta yanzu. Bugu da kari, yayin da manyan kamfanoni masu tasowa ke kara saka hannun jari wajen samar da sabbin hanyoyin dandamali na EV, farawa da yawa sun shiga kasuwar dandalin EV na duniya, kuma suna kulla kawancen dabaru tare da sauran 'yan wasan kasuwa don tabbatar da kasancewar su a cikin babbar kasuwar dandamali ta EV. Misali, Kamfanin kera motoci na REE, wani kamfanin Isra’ila ya shiga haɗin gwiwa tare da Kamfanin KYB na Japan don ƙaddamar da dakatarwa mai ƙarfi don dandamali na motocin lantarki na gaba. Ana tsammanin Kamfanin KYB zai ba da layin sa na tsarin aiki na dakatarwa mai aiki da ƙarfi don dandamalin EV na REE.
Bugu da ƙari, manyan OEMs da yawa suna ƙara mai da hankali kan gina dandamali na EV da aka keɓe don kafa ingantaccen kasancewa a kasuwa. Misali, a watan Fabrairun 2019, Hyundai ya ba da sanarwar cewa wataƙila kamfanin zai ƙera keɓaɓɓen dandalin abin hawa na lantarki wanda sabbin motocin lantarki da kamfanin ke samarwa ke amfani da su.

Buƙatar ƙirar ƙirar dandamali na EV a cikin 2020 a tsakanin Cutar COVID-19
Bangaren kera motoci na duniya ya sami babban koma baya a shekarar 2020 saboda barkewar sabuwar cutar ta COVID-19. Faruwar cutar ta COVID-19 ya sanya ci gaban kasuwar dandalin EV zuwa cikin jinkirin layi a cikin 2020, kamar yadda sashen kera motoci a China ke cikin kulle-kulle musamman a farkon kwata na 2020. Saboda wannan, samar da albarkatun ƙasa da abubuwan haɗin keɓaɓɓun motoci sun ɗauki babban nasara a duk duniya. Koyaya, yayin da China ta buɗe masana'antunta sannu a hankali, sauran manyan cibiyoyin kera motoci suna taƙaita kasuwancin kan iyaka da sufuri a matsayin matakin hana yaduwar cutar.
Ana sa ran kasuwar dandamalin EV a hankali za ta sami ci gaba a cikin kwata na ƙarshe na 2020, kamar yadda buƙatun duniya na masu ba da shaida na EVs ci gaba mai ɗorewa bayan hutu na ƙuntatawa da kasuwanci.

Ra'ayin Manazarta
Ana sa ran kasuwar dandamalin EV ta duniya za ta faɗaɗa a matsakaicin CAGR na ~ 3.5% yayin lokacin hasashen. Haɓaka kasuwa yana haifar da hauhawar buƙatun motocin lantarki, haɓaka tallafin gwamnati ga motocin lantarki, haɓaka fasahar abin hawa ta zamani, da tsaurara dokokin kariya da ƙa'idodi. Yakamata 'yan wasan kasuwa su mai da hankali kan ƙaddamar da sabbin hanyoyin motoci masu amfani da wutar lantarki masu tsada da tsada don samun fa'idar gasa da kuma kafa madaidaiciyar kafa a kasuwa.

Kasuwar Dandalin EV: Bayani
Ana sa ran kasuwar dandamalin EV ta duniya za ta faɗaɗa a CAGR na 3.5% yayin lokacin hasashen. Wannan ya samo asali ne saboda ƙaƙƙarfan ƙa'idodin ƙazantar da motoci don haɗe tare da haɓaka haɗin kai da haɓaka motocin don rage tasirin iskar gas mai cutarwa ga muhalli. Dokokin gwamnati a kan motocin dizal da na fetur babban dalili ne na canza fifikon abokan ciniki akan motocin lantarki da haɓaka buƙatun dandamali na EV yayin lokacin hasashen.
Kasuwa don EVs yana haɓaka cikin sauri kuma saka hannun jari a farkon matakin yana da girma ga bas, yayin da gwamnatoci a yawancin yankuna ke saka hannun jari sosai a manyan biranen don magance iskar carbon mai yuwuwa don haɓaka kasuwa don dandamalin EV. Dandalin EV na motocin bas na lantarki suna shaida babban buƙata a yawancin tattalin arziƙi, saboda zaɓin lantarki na dandalin jama'a yana iya yin tasiri sosai a haɓaka ingancin iska.

Direbobin Kasuwar Kasuwancin EV
A baya, manyan samfuran sun gwammace haɓaka dandamali guda ɗaya don samfura huɗu don ƙuntata hannun jari. Koyaya, ƙarin buƙatu daga masu siyan mota don takamaiman fasalulluka na yanki, salo, da aiki, gami da ɓangaren keɓancewa a cikin mota ya sa OEMs su haɓaka dandamali daban -daban don samfura daban -daban, wanda wataƙila zai haɓaka kasuwa don dandamalin EV yayin lokacin hasashen.
Man burbushin yana da iyaka kuma ba da daɗewa ba, mai yiwuwa burbushin man burbushin ya ƙare. Dangane da ƙimar da ake amfani da ita a yanzu, kimanin shekaru 46.7 na albarkatun mai ya rage a duk faɗin duniya, kuma shekaru 49.6 na albarkatun iskar gas na ci gaba da kasancewa a duniya. Akwai wadatattun hanyoyin da za a iya amfani da su a cikin kasuwa, gami da motar lantarki, CNG, LPG, abin hawa mai iska, da LNG. Koyaya, ana ƙara samun motocin lantarki, waɗanda ake amfani da su akai -akai don jigilar kayayyaki a cikin birane da biranen birni. Wannan, bi da bi, yana iya yin aiki azaman mafita don ƙarancin albarkatun ƙasa. An kiyasta wannan don haɓaka kasuwa don dandamalin EV.
Yawancin masana'antun, irin su Tesla Inc. da Nissan, sun gabatar da EVs na wasan kwaikwayon da ke gudana akan sabon dandamali na EV wanda ya fi shuru akan hanyoyi kuma yana ba da tafiya mai sauƙi da wahala. Ƙananan farashin kulawa na EVs, saboda sabon ƙira a cikin dandamalin EV ya kasance ƙarin fa'ida, wanda wataƙila zai amfanar da masu amfani a cikin dogon lokaci. Wannan, bi da bi, yana iya haɓaka kasuwar dandalin EV.

Kalubale ga Kasuwar Kasuwancin EV
Farashin motocin lantarki idan aka kwatanta da na ICE na al'ada (injin konewa na ciki) motocin suna da girma sosai kuma ana ɗaukar su azaman babban abin hanawa don motar lantarki da kasuwar dandalin EV.
Motocin da ke amfani da wutar lantarki suna buƙatar tashoshin caji, kuma ana buƙatar hanyar sadarwar irin waɗannan tashoshin da ke dabaru don mutane su yi tafiya mai nisa. Bugu da ƙari, cajin batir sau da yawa yana ɗaukar kusan awa 1, wanda babu inda ya dace da ingancin mai na gas, wanda ke ƙara hana kasuwar dandalin EV.

Sashin Kasuwancin Platform na EV
Dangane da bangaren, ana hasashen ɓangaren batirin zai yi asusu don babban kaso na kasuwar dandamalin EV yayin lokacin hasashen. OEMs suna mai da hankali kan samar da batirin EV mai ci gaba wanda ake tsammanin samun ƙarancin iska a cikin ƙarancin farashi, wanda ke haifar da ƙarin saka hannun jari a R&D don ɓangaren baturi kuma a ƙarshe don dandamalin EV.
Dangane da nau'in abin hawa na lantarki, ɓangaren motar lantarki na baturi yana faɗaɗa cikin hanzari don kasuwar dandamalin EV. Yawancin OEMs suna mai da hankali kan haɓaka motocin lantarki na baturi akan sabbin dandamali na EV waɗanda aka haɓaka maimakon motocin lantarki na lantarki, kamar yadda buƙatun BEVs ya fi na HEVs. Haka kuma, ana buƙatar babban saka hannun jari da ƙwarewa don haɓaka HEV idan aka kwatanta da na BEV, kamar yadda BEV baya haɗa da ICE akan dandalin EV don haka, ya fi sauƙi a gina.
Dangane da nau'in abin hawa, sashin motocin masu amfani sun yi lissafin babban kaso na kasuwar dandalin EV na duniya. Masu amfani da kayayyaki a China suna son ƙaramin sedan; duk da haka, isowar sabbin SUV masu kayatarwa ya canza buƙatu zuwa motocin amfani. Akwai raguwar tallace -tallace na sedan. Ba su da fa'ida kamar ƙyanƙyashe ko mafi fa'ida kamar SUVs da masu amfani a Asiya da Amurka sun fi son manyan motoci masu fa'ida. Rage buƙatun ƙyanƙyashewa a duk faɗin Turai da Latin Amurka saboda karuwar girman ƙaramin abin hawa. Girman hatchback mafi girma, ƙaramin aiki da motsawa suna zama.

Kasuwar Dandalin EV: Nazarin Yanki
Dangane da yanki, an ware kasuwar dandamalin EV na duniya zuwa Arewacin Amurka, Turai, Gabashin Asiya, APAC ta Kudu, Latin Amurka, da Gabas ta Tsakiya & Afirka
Haɗuwa mai ɗorewa a cikin shigar EVs a cikin mahimmiyar hanzari a cikin ƙasashe da yawa a Gabashin Asiya da Turai shine babban abin da ke haifar da kasuwar dandalin EV na duniya, yayin da saka hannun jari a R&D a waɗannan ƙasashe ke ƙaruwa. Turai tana ganin ƙaruwa mai ƙarfi a cikin shigar EVs. Daga baya, ana tsammanin buƙatar EVs za ta tashi yayin lokacin hasashen, wanda wataƙila zai haɓaka kasuwa don dandamalin EV.
Ana sa ran kasuwar dandamalin Gabashin Asiya EV za ta faɗaɗa sosai, sannan Turai da Arewacin Amurka. Masana'antar kera motoci a cikin ƙasashe, gami da China, Japan, da Koriya ta Kudu sun karkata ga fasaha, kirkire -kirkire, da haɓaka ingantattun EVs. Haɓaka ƙarin tashoshin caji da sauri da sauri ana hasashen za su haɓaka kasuwar dandalin EV da EV. BYD, BAIC, Chery, da SAIC manyan 'yan wasa ne da ke aiki a kasuwar Gabashin Asiya ta EV, suna da mafi girman rabo na kasuwar dandalin EV.

Kasuwar Dandalin EV: Filin Gasar
Manyan 'yan wasan da ke aiki a kasuwar dandamalin EV na duniya sun haɗa da
Kamfanin Motoci na Alcraft
Baic Motor
BMW
BYD
Byton
Canoo
Chery
Daimler
Faraday Future
Fisker
Ford
Geely
Janar Motors
Honda
Hyundai
JAC
Kia Motors
Motar Nissan
Bude Motoci
REE Auto
Rivian
Motocin Saic
Toyota
Volkswagen
Volvo
XAOS Motors
Zotye
Wasu OEMs sun zaɓi ƙirƙirar BEV ko PHEV akan madaidaicin dandamali na ICE don ƙuntata saka hannun jari kuma suna da alhakin sassaucin masana'antu. Gine -ginen da aka ƙera don motocin ICE suna fuskantar ƙalubale a cikin fakitin batir. Misali, VW Group tana da niyyar gina EVs na kowane girma ta amfani da ɓangarori iri ɗaya don ta iya sa samfuran e-model su sami riba. Kamfanin yana da niyyar gina motocin MEB a wurare takwas, a duniya, nan da 2022. Bugu da ƙari, yana hasashen zai sayar da motoci miliyan 15 a kan dandalin EV a cikin shekaru goma masu zuwa.


Lokacin aikawa: Mar-12-2021