Iqhutshwa igagasi lokungathathi hlangothi kwekhabhoni kanye nokufakwa kukagesi kwezimoto, i-Europe, okuyisizinda samandla esijwayelekile embonini yezimoto, isiphenduke indawo ekhethwayo yezinkampani zamabhethri anamandla aseShayina ukuthi ziye phesheya kwezilwandle ngenxa yokukhula ngokushesha kwezimoto ezisebenza ngamandla amasha kanye nesidingo esinamandla samabhethri kagesi.Ngokusho kwedatha yomphakathi evela ku-SNE Research, kusukela engxenyeni yesine ka-2022, ukuthengiswa kwezimoto zikagesi zase-Europe kukhuphuke futhi kwafinyelela izinga eliphezulu lomlando.Engxenyeni yokuqala ka-2023, amazwe angama-31 ase-Europe abhalise izimoto ezithwala amandla amasha eziyizigidi eziyi-1.419, ukwenyuka konyaka ngo-26.8%, kanti izinga lokungena kwezimoto ezisebenza ngamandla amasha lingama-21.5%.Ngaphezu kwamazwe aseNordic asevele enezinga eliphezulu lokungena kwezimoto zikagesi, amazwe amakhulu ase-Europe amelwe iJalimane, iFrance, ne-United Kingdom nawo ahlangabezane nokwanda kokudayiswa kwezimakethe.
Kodwa-ke, kubalulekile ukuqaphela ukuthi ngemuva kokukhula okusheshayo kwemakethe yezimoto zamandla amasha yaseYurophu umehluko phakathi kwesidingo esiqinile semakethe yemikhiqizo yebhethri yamandla kanye nokuthuthuka okusalele kwemboni yebhethri yamandla yaseYurophu.Ukuthuthukiswa kwemakethe yebhethri yamandla yaseYurophu kudinga "izinqamuleli zegeyimu" .
Umqondo wokuvikelwa kwemvelo oluhlaza ugxilile ezinhliziyweni zabantu, futhi izimoto zaseYurophu ezinamandla zithuthuka ngokushesha.
Kusukela ngo-2020, izimoto zamandla amasha ezigxile emibonweni yokuvikela imvelo eluhlaza kanye nemvelo ziye zathola ukuthuthukiswa kweziqhumane emakethe yaseYurophu.Ikakhulukazi ku-Q4 ngonyaka odlule, ukuthengiswa kwezimoto zikagesi zase-Europe kwanda kakhulu kwafinyelela ezingeni eliphezulu emlandweni.
Ukukhula okusheshayo ekuthengisweni kwezimoto ezintsha ezisebenza ngamandla kulethe isidingo esikhulu samabhethri kagesi, kodwa imboni yebhethri yamandla yaseYurophu exegayo inzima ukuhlangabezana nalesi sidingo.Isizathu esikhulu esenza imboni yamabhethri anamandla ase-Europe isalele emuva ukuthi ubuchwepheshe bezimoto zikaphethiloli sebuvuthwe kakhulu.Izinkampani zezimoto zendabuko zidle zonke izinzuzo esikhathini sikaphethiloli.I-inertia yokucabanga eyakhiwe kunzima ukuyishintsha okwesikhashana, futhi asikho isisusa nokuzimisela ukuguqula ngesikhathi sokuqala.
Indlela yokuxazulula inkinga yokuntuleka kwamabhethri amandla eYurophu?
Esikhathini esizayo, kanjani ukuphula isimo?Ophula isimo nakanjani uzoba nenkathi yeNingde.I-CATL ingumkhiqizi webhethri onamandla ohamba phambili emhlabeni futhi isendaweni ehamba phambili ocwaningweni nasekuthuthukisweni kobuchwepheshe, ukukhiqiza, ukuguqulwa kwe-zero-carbon, kanye nentuthuko yendawo.
Mayelana nocwaningo nokuthuthukiswa kobuchwepheshe, kusukela ngomhlaka-30 Juni 2023, i-CATL yayiphethe futhi ibifaka isicelo samalungelo obunikazi asekhaya nawangaphandle angu-22,039.Kusukela ngo-2014, i-Ningde Times yasungula inkampani ephethwe ngokugcwele eJalimane, i-German Times, ukuze ihlanganise izinsiza zasendaweni zekhwalithi ephezulu ukuze zikhuthaze ngokuhlanganyela ucwaningo nokuthuthukiswa kobuchwepheshe bebhethri lamandla.Ngo-2018, isikhungo se-Erfurt R&D saphinde sakhiwa eJalimane ukuze kuqhutshekwe nokuqanjwa kabusha nokuthuthukiswa kobuchwepheshe bebhethri lamandla wasendaweni.
Mayelana nokukhiqiza nokukhiqiza, i-CATL iyaqhubeka nokucija amakhono ayo okukhiqiza ngokwedlulele futhi iphethe izimboni ezimbili kuphela ze-lighthouse embonini yamabhethri.Ngokusho kwedatha esemthethweni evela ku-CATL, izinga lokuhluleka kwamabhethri kagesi lifinyelele ezingeni le-PPB, okuyingxenye eyodwa kuphela ebhiliyoni.Amandla okukhiqiza anamandla ngokwedlulele anganikeza ukuhlinzekwa kwebhethri okuzinzile nekhwalithi ephezulu ekukhiqizeni izimoto zamandla amasha eYurophu.Ngesikhathi esifanayo, i-CATL iye yakha ngokulandelana izitshalo zamakhemikhali endawo eJalimane nase-Hungary ukuze ihlangabezane kangcono nezidingo zokuthuthukiswa kwezimoto zasendaweni zamandla amasha futhi isize inqubo yokufakwa kukagesi ephelele yase-Europe kanye nezinkampani zasendaweni zezimoto zamandla amasha ziye phesheya kwezilwandle.
Mayelana noguquko lwe-zero-carbon, i-CATL ikhiphe ngokusemthethweni “isu layo le-zero-carbon” ngo-Ephreli kulo nyaka, imemezela ukuthi izofinyelela ukungathathi hlangothi kwekhabhoni ekusebenzeni okuyisisekelo ngo-2025 kanye nokungathathi hlangothi kwekhabhoni kuchungechunge lwenani ngo-2035. Njengamanje, i-CATL inezimbili amafekthri aphethwe ngokuphelele kanye nebhizinisi elilodwa elihlanganyelwayo eliyiziro-carbon.Ngonyaka odlule, kwakhuthazwa amaphrojekthi okonga ugesi angaphezu kwama-400, ngokuncishiswa kwekhabhoni eqongelelekayo ngamathani angama-450,000, kanye nenani lokusetshenziswa kukagesi oluhlaza likhuphuke lafinyelela ku-26.60%.Kungashiwo ukuthi mayelana noguquko lwe-zero-carbon, i-CATL isivele isezingeni elihamba phambili emhlabeni wonke ngokwemigomo yamasu kanye nolwazi olusebenzayo.
Ngasikhathi sinye, emakethe yaseYurophu, i-CATL iphinde inikeze amakhasimende iziqinisekiso zesikhathi eside, zasendaweni ngemuva kokuthengisa ngokwakhiwa kwamashaneli asendaweni anemikhiqizo yekhwalithi ephezulu, ukusebenza okuhle kakhulu nezinsizakalo ezinhle kakhulu, okubuye kwagqugquzela ukuthuthukiswa. womnotho wendawo.
Ngokusho kwedatha yoCwaningo ye-SNE, engxenyeni yokuqala ka-2023, amandla afakiwe ebhethri lamandla asanda kubhaliswa emhlabeni ayengu-304.3GWh, okuwukunyuka konyaka ngo-50.1%;kuyilapho i-CATL ibambe u-36.8% wesabelo semakethe yomhlaba wonke ngezinga lokukhula konyaka nonyaka lika-56.2%, iba ukuphela kwabakhiqizi Bamabhethri emhlabeni abanesabelo semakethe esiphezulu kangaka bayaqhubeka nokugcina isikhundla sabo esihamba phambili ezilinganisweni zokusetshenziswa kwebhethri emhlabeni jikelele.Kukholakala ukuthi ngenxa yesidingo esinamandla samabhethri kagesi emakethe yezimoto zamandla amasha ase-Europe, ibhizinisi le-CATL laphesheya kwezilwandle lizobona ukukhula okukhulu esikhathini esizayo.
Isikhathi sokuthumela: Sep-20-2023
