Kuwedzera kupinda kwemaflat waya mota dzemotokari nyowani dzesimba

Flat line application tuyere yasvika. Mota, seimwe yepakati matatu emagetsi masisitimu emagetsi matsva, anoverengera 5-10% yekukosha kwemotokari. Muhafu yekutanga yegore rino, pakati pepamusoro gumi neshanu mota dzemagetsi dzakatengeswa, chiyero chekupinda cheiyo flat line mota yakawedzera zvakanyanya kusvika 27%.

Indasitiri inotarisirwa kuti muna 2025, mutsara wefurati uchaverengera kupfuura makumi masere muzana emotokari yekutyaira yemotokari nyowani. Vatori venhau vakadzidza kuti azvino makuru emagetsi emagetsi emagetsi ekugadzira zvigadzirwa zvine chekuita neshomeka, anowedzerwa zvakanyanya kugadzirwa kwegore rinouya.

Brokerage masangano anotenda kuti nekukurumidza kuchinjika kwemazhinji matsva emagetsi mabhizinesi emagetsi mutsara mota, 2022-2023 yave kuda kupinda mutsetse weflat nekukurumidza kukwidziridza nguva, yekutanga dhizaini yekambani inonakidzwa negodhi. Flat line switching replacement acceleration muna 2021, Tesla akatsiva iyo yepamba flat line mota, ichityaira kuwedzera kukuru kwepermeability, maitiro eiyo flat line mota yakatemwa. “Kubva pamirau yekambani iyi, zvinogona kufungidzira kuti makambani ezvemagetsi ari kutungamira pasi rose atanga kushandura mota dzewaya dzakapfava pamwero mukuru, uye maitiro ari kuwedzera.

Inotungamirwa nezvinodiwa nevatengi, kugadzirwa kwewaya kwakadzika kuchapinda munguva yekuwedzera nekukurumidza uye kugovera kuchakura nekukurumidza, "akadaro Jingda Shares, mutengesi weTesla kuChina. Jingda stock securities department akaudza vatori venhau, kambani yekunze ine mutsara wakatenderera uye mutsara wakatsetseka, asi tambo yakatsetseka inopa maakaundi ekuwedzera.

Nehuwandu hwemotokari dzemagetsi matsva, kudiwa kweramangwana retambo rakatsetseka kuchave kukuru. Zvinonzi zvigadzirwa zvekambani zvakapfuura certification yehuwandu hwemagetsi emagetsi emagetsi emusoro mabhizinesi, iyo iripo flat line mapurojekiti akawanda se60. Chen Haibing, general maneja weJinbei Electrician electromagnetic wire Company, akaudza vatori venhau veCailin.com kuti parizvino, mota nyowani dzemagetsi mutsara chidimbu ichi ndicho chinangwa chekambani pakuvandudzwa kwezvigadzirwa.

Kana ichienzaniswa neyekutenderera mutsara, iyo slot yakazara mwero yakakwira. Iyo mota imwe chete, uchishandisa tambo yakatsetseka, iyo simba density yakakura, vhoriyamu idiki uye inobatsira pakupisa kupisa, saka iyo flat line mota ine zvakawanda zvakanaka. Mutsara wakatsetseka wakazara pakati pemaitiro ekutsiva mutsara wakatenderera. Akawedzera kuti "kare, mhando dzepamusoro-soro dzine mitengo inopfuura 200,000 yuan dzaive dzinenge 100% flat wire (motor), asi mamiriro acho akange akasiyana muhafu yechipiri yegore.

Takaona kuti Wuling Mini uye mamwe mamodheru ari kuyedzawo kuisa waya yakatsetseka (motor). Muna Nyamavhuvhu kana Gunyana, kambani yakapa zvishoma nezvishoma mamwe emagetsi emhando dzemagetsi. " Motokari itsva dzemagetsi parizvino dziri munguva yekukurumidza kusimudzira, uye vatengi vari kuwedzera zvakanyanya zvinodiwa pakuita kwemotokari.

Zvinonzwisiswa kuti kudzika kwemukati kuramba kunounzwa neflat wire winding inovandudza simba rekushandura simba remota, chinova chinhu chakakosha kuvandudza kutsungirira kwemotokari uye mutengo webhatiri. Gore rino, BYD, GaC, nezvimwewo zvakakurumidza kushandura mutsara wemota, uye mamwe angangove akakurumbira modhi kuti atange, akadai seNextev ET7, Zhiji, Jikrypton, nezvimwewo, akagamuchirawo flat line motor.

Gore rino ndiro gore rekutanga rekushandisa waya wakadzika. Muna 2025, kudiwa kwewaya yakatsetseka kunotarisirwa kukura nekukurumidza kubva pamatani angangosvika zviuru gumi kusvika pamatani anopfuura zviuru zana nemakumi mapfumbamwe. Makambani akawana kugadzirwa kwewaya yakawanda yeNEV anosanganisira Jingda Shares (600577.SH), Great Wall Technology (603897.SH), Jinbei Electric Engineering (002533.SZ) uye Guancheng Datong (600067.SH). Iyo yakarongwa kugadzirwa kweJingda Shares ndeye 19,500 matani pakupera kwa2021 uye zviuru makumi mana nezvishanu zvematani panosvika 2022.

Kambani iyi yakati kuvatori venhau, vezera ranhasi vane hurongwa hwekuwedzera, zvichienderana nezvinodiwa gore rinouya, kuti vagadzirirwe pachine nguva. Great Wall Technology yakambozivisa yakavanzika yekuisa hurongwa, 45,000 matani emotokari nyowani mota flat electromagnetic waya chirongwa, yakarongwa yakazara mari ye831 miriyoni yuan.

Chikonzero chekuwedzera ndechekuti "yakaganhurirwa neiyo iripo flat line huwandu, mutsara wekambani mupfupi, uchiita gap rekupa". Nekudaro, kambani iyi ichiri kuwedzera michina yewaya yakatsetseka kuti iwedzere huwandu hwekugadzira waya, iyo inotarisirwa kusvika matani gumi mukupera kwegore rino kana kutanga kwegore rinouya.

"Gore rino ragara riri mumamiriro ekushomeka, mwedzi nemwedzi kwave kuwedzera. Mutsetse wekambani wakasarudzika wemotokari nyowani dziri kuita kuwedzera kugadzirwa, uye inotarisirwa kusvika matani mazana matanhatu pamwedzi uye matani 7,000 pagore mukupera kwegore rino." yesimba rekugadzira zvishoma nezvishoma,” akadaro munhu ari pamusoro apa weJinbei Electricians.

Sekureva kwesumo, kambani ine kugadzirwa kwakawanda kwevatengi vanosanganisira Shanghai United Power, BorgWarner, Suzhou Huichuan, Jingjin Electric, etc. Mukuwedzera, waya yakatsetseka yemotokari itsva yemagetsi yakatumirwa kuBYD samples. Parizvino, basa idzva rekuongorora rave risingamire.

Pamusoro pevatatu vagadziri vemotokari, Geely, Great Wall, Guangzhou Automobile, SAIC Motor uye zvichingodaro zvakare vakapfuma kwazvo. Iyo kambani inoronga kuumba nyowani simba mota mota yakakosha yemagetsi waya yekugadzira huwandu hwe50,000 matani / gore panosvika Chikumi 2025.

Mutori wenhau akacherekedza kuti nyowani yemagetsi mota flat line mutsara zvigadzirwa zveava makuru vanogadzira zvakaverengera chikamu chidiki chekutengesa. Kutengeswa kweJingda Stock kubva munaNdira kusvika Chikumi 2021 kwakapfuura 2,045 matani. Kubva munaNdira kusvika Chikumi 2021, kuburitswa kwetambo yakatsetseka yemotokari nyowani dzeGreat Wall Technology i1300 matani; Guanzhou Datong akatengesa 1851.53 matani ezvigadzirwa zvemitsetse muhafu yekutanga yegore; Kutengeswa kwepagore kweJinbei Electrician kunotarisirwa kunge kuri matani mazana maviri.

Nekudaro, zvinoenderana neiyo pamusoro indasitiri mukati, vagadziri vemitsetse yakatsetseka kuti vapinde mune yevanopa rondedzero yemakambani matsva emagetsi emagetsi anofanirwa kupfuura neakawanda certification, izvo zvinotora mwedzi mitanhatu kusvika kune rimwe kana maviri gore.

Mabhizinesi emagetsi matsva anowanzo sarudza vagadziri vakati wandei sevatengesi. Nekuda kwemutengo wakakwira wekutsiva, ivo havashandure vatengesi pamadiro.

Zvinoenderana nekuverenga kweDeppon Securities, muna 2020, mwero wekupinda kweiyo flat line mota ingangoita gumi muzana, mwero wekupinda kweiyo superposition mota nyowani ine simba ingangoita 5.4%, uye yakazara yekupinda mwero weflat line isingasviki 1%. Zvinotarisirwa kuti mutsara wakatsetseka permeability uchawedzera nekukurumidza mumakore makumi maviri nemaviri-23, uye makambani awana kugadzirwa kwakawanda kweiyo flat line achanakidzwa zvizere nekutanga wave migove.


Nguva yekutumira: Mar-21-2023