A zamanin kewayawa, Turai ta ƙaddamar da juyin juya halin masana'antu kuma ta mallaki duniya.A cikin sabon zamani, juyin juya halin lantarki na motoci na iya samo asali daga kasar Sin.

“An yi jerin gwano na manyan kamfanonin motoci a sabuwar kasuwar makamashi ta Turai har zuwa karshen shekara.Wannan teku ce mai shuɗi ga kamfanonin motocin cikin gida."In ji Fu Qiang, wanda ya kafa kuma shugaban AIWAYS.

A ranar 23 ga Satumba, rukunin na biyu na 200 na U5 na Turai da AIWAYS ke fitarwa zuwa Tarayyar Turai a hukumance ya birkice layin taron tare da jigilar kaya zuwa Turai, inda aka fara jigilar kayayyaki a kasuwar Turai.AIWAYS U5 an kaddamar da shi a hukumance a Stuttgart a watan Maris na wannan shekara, kuma masu binciken masana'antu sun fassara shi da cewa yana nuna ƙudirin AIWAYs na shiga kasuwannin ketare.Bugu da kari, an aika rukunin farko na 500 na musamman na Turai U5s zuwa Corsica, Faransa a watan Mayun wannan shekara don ayyukan ba da hayar balaguro na gida.

Bikin Fitar da Aichi U5 zuwa Tarayyar Turai / Tushen Hoto Aichi Auto

Sai dai kwana guda bayan haka, kamfanin na Xiaopeng Motors ya kuma ba da sanarwar cewa, an yi jigilar kason farko na odar da aka samu a kasuwannin Turai bisa hukuma don fitar da su zuwa kasashen waje.Jimlar 100 Xiaopeng G3i ne za a fara siyarwa a Norway.A cewar rahotanni, duk sabbin motocin da ke cikin wannan rukunin an yi musu rajista kuma ana sa ran za a ajiye su a hukumance a kai su a watan Nuwamba.

Bikin Fitar da Motoci na Xiaopeng zuwa Turai/Kiredit Photo Xiaopeng

A watan Agusta na wannan shekara, Weilai ya kuma sanar da cewa, zai shiga kasuwannin Turai tun farkon rabin na biyu na shekarar 2021. Li Bin, wanda ya kafa kamfanin Weilai kuma shugaban kamfanin Weilai, ya ce, "Muna fatan shiga wasu kasashen da ke maraba da motocin lantarki a cikin kasar. rabin na biyu na shekara mai zuwa."A cikin baje kolin motoci na Chengdu na bana, Li Bin ya bayyana a cikin wata hira da ya yi cewa, alkiblar ketare ita ce "Turai da Amurka."

Sabbin rundunonin kera motoci duk sun mayar da hankalinsu ga kasuwar Turai, shin da gaske ne kasashen Turai kamar yadda Li Bin ya ce, “kasashen da ke maraba da motocin lantarki”?

Buck da Trend

Turai ta zama muhimmiyar kasuwar duniya don sabbin motocin makamashi.

Dangane da bayanan da ev-volumes ya fitar, a farkon rabin farkon wannan shekara, duk da tasirin annobar a kasuwannin motoci na duniya, adadin sayar da sabbin motocin makamashi a Turai ya kai 414,000, karuwar da ya kai 57 a duk shekara. %, kuma gabaɗayan kasuwar motoci ta Turai ta faɗi 37% a shekara;yayin da China Sabbin motocin dakon makamashi ya kasance raka'a 385,000, ya ragu da kashi 42 cikin dari a duk shekara, kuma kasuwar motocin kasar Sin gaba daya ta fadi da kashi 20%.

Mai daukar hoto / Yiou Manazarcin Motoci Jia Guochen

Turai na iya ƙaddamar da yanayin, godiya ga "ƙarfin ƙarfi" sabon manufofin ƙarfafa abin hawa makamashi.Dangane da bayanai daga Cibiyar Binciken Tsaro ta Guosheng, ya zuwa Fabrairu 2020, 24 daga cikin ƙasashe 28 na EU sun gabatar da manufofin ƙarfafa sabbin motocin makamashi.Daga cikin su, kasashe 12 sun amince da tsarin ba da tallafi biyu na tallafi da kara haraji, yayin da wasu kasashe suka bayar da sassaucin haraji.Manyan ƙasashe suna ba da tallafin Yuro 5000-6000, wanda ya fi China ƙarfi.

Bugu da kari, tun daga watan Yuni da Yuli na wannan shekara, kasashe shida na Turai sun bullo da wasu karin kuzarin farfado da koren don inganta sayar da sabbin motocin makamashi.Kuma Shugaban Kamfanin Peugeot Citroen (PSA) Carlos Tavares ya taɓa yin kuka a cikin kiran taro, "Lokacin da kasuwa ta cire tallafi, buƙatar motocin lantarki za su rushe."

Yiou Automobile ya yi imanin cewa, sabuwar kasuwar motocin makamashi ta kasar Sin ta wuce wani lokaci na "ci gaba" kuma sannu a hankali ta shiga wani lokaci mai sauki.Kasuwar Turai ta shiga cikin saurin ci gaba a ƙarƙashin yunƙurin manufofin.Saboda haka, daidaitattun buƙatun masu sauraro ana ƙarfafa su cikin sauri.Duk da haka, sabbin motocin makamashi na son samun gindin zama a kasuwannin Turai, kuma akwai jan aiki a gaba.

Ƙarfin ƙarfin da kasuwar Turai ta nuna ya kuma sa sabbin kamfanonin motoci masu amfani da makamashi daban-daban su yi marmarin gwadawa.

“Maigida” kamar gajimare ne

A Baje kolin Mota na Frankfurt a watan Satumba na 2019, Matthias, Shugaban CATL Turai, ya ce, “Jigogi uku na Nunin IAA Auto na wannan shekara sune wutar lantarki, wutar lantarki, da lantarki.Dukkanin masana'antar suna magana ne game da komai daga motocin injunan konewa na ciki zuwa motocin lantarki.Dangane da canjin motoci, CATL ta kai zurfin haɗin gwiwa tare da kamfanonin motocin Turai da yawa. "

A cikin Mayu 2019, Daimler ya ƙaddamar da shirin "Ambition 2039" shirin (Ambition 2039), yana buƙatar toshe motocin matasan ko motocin lantarki masu tsafta don lissafin sama da 50% na jimlar tallace-tallace ta 2030. A cikin shekaru 20 daga 2019-2039, za a gina wani sansanin samfurin da ya cimma "tsatsatsin carbon".Shugabannin Daimler sun ce: "A matsayinmu na kamfani da injiniyoyi suka kafa, mun yi imanin cewa sabbin fasahohi kuma za su iya taimaka mana wajen gina kyakkyawar makoma, wato, tafiya mai dorewa da kare muhalli."

A watan Maris na wannan shekara, Volkswagen ya fitar da ID na motocin lantarki na farko da aka samar a duniya.4.An bayyana cewa, Volkswagen zai kaddamar da sabbin motocin makamashi guda 8 da suka hada da Volkswagen ID.3, Porsche Taycan, Golf EV, da dai sauransu a duniya a bana.

Baya ga kamfanonin kera motoci na cikin gida na Turai da ke yunƙurin samar da sauye-sauyen lantarki, shugaban kamfanin Tesla, Elon Musk shi ma ya sanar a Berlin babban birnin Jamus a watan Nuwambar bara cewa, kamfanin Tesla na Berlin Super Factory zai kasance a Berlin-Brandenburg.Yankin, kuma a farkon shekara ya kafa "ƙananan burin" don masana'antar farko ta Turai: fitarwa na shekara-shekara na motoci 500,000.An ba da rahoton cewa, masana'antar Berlin za ta samar da Model 3 da Model Y, kuma za a ƙaddamar da samar da ƙarin samfura a nan gaba.

Mai daukar hoto / Yiou Manazarcin Motoci Jia Guochen

A halin yanzu, tallace-tallace na Tesla Model 3 yana da kyakkyawar jagora a cikin sabon filin motocin makamashi na duniya, kusan 100,000 fiye da na biyu na Renault Zoe (Renault Zoe).A nan gaba, tare da kammalawa da ƙaddamar da masana'anta na Berlin Super Factory, haɓaka tallace-tallace na Tesla a cikin kasuwar Turai yana da alaƙa "hanzari."

Ina amfanin kamfanonin motocin kasar Sin?Canjin wutar lantarki gabaɗaya ya riga ya wuce kamfanonin motocin Turai na gida.

A yayin da Turawa ke ci gaba da sha'awar amfani da makamashin biodiesel, galibin kamfanonin motocin kasar Sin da Geely ke wakilta sun riga sun kaddamar da sabbin nau'ikan makamashi, yayin da BYD, BAIC New Energy, Chery da sauran kamfanoni suka zuba jari a sabon makamashi a baya, kuma suna cikin Sin New Energy Na sassan kasuwa daban-daban. zauna wani wuri.Yawancin sabbin dakarun kera motoci karkashin jagorancin Weilai, Xiaopeng, da Weimar an kafa su ne a shekarar 2014-2015, kuma sun samu nasarar isar da sabbin ababen hawa.

Mai daukar hoto / Yiou Manazarcin Motoci Jia Guochen

Amma ta fuskar fitar da motoci zuwa kasashen waje, kamfanonin kera motoci na kasar Sin suna da koma baya sosai.A shekarar 2019, yawan fitar da kamfanonin kera motoci na kasar Sin TOP10 ya kai 867,000, wanda ya kai kashi 84.6% na adadin kayayyakin da ake fitarwa zuwa kasashen waje.Manyan kamfanonin kera motoci da dama sun rike kasuwar fitar da motoci;Kayayyakin motoci na kasar Sin ya kai kashi 4% na yawan kayayyakin da ake nomawa, sannan a shekarar 2018 a shekarar 2015, Jamus, Koriya ta Kudu, da Japan sun kai kashi 78%, 61% da 48%, bi da bi.Har yanzu kasar Sin tana da gibi babba.

Li Bin ya taba yin tsokaci kan kamfanonin motocin kasar Sin da ke zuwa kasashen ketare, “Kamfanonin motoci da yawa na kasar Sin sun yi aiki mai kyau zuwa kasashen ketare a shekarun baya-bayan nan, amma har yanzu ba su shiga Turai da Amurka ba, amma har yanzu suna cikin kasuwanni da yankuna da ba na yau da kullun ba. .”

Yiou Automobile ya yi imanin cewa, a Turai inda "manyan" ke tafiya zuwa ketare, kamfanonin motocin kasar Sin suna da wasu fa'idodi masu tasowa na farko a cikin balaga na sabbin masana'antar makamashi.Koyaya, kodayake kasuwar Turai "suna maraba da motocin lantarki", yanayin yana da matukar fa'ida kuma ba "abokai ba."Kamfanonin motoci na kasar Sin suna son samun wani kaso a kasuwannin Turai, tare da karfin samfur mai karfi, daidaitaccen matsayi na samfurin, da dabarun tallace-tallace masu dacewa.Babu komai.

"Haɗin gwiwar duniya" wani muhimmin batu ne da dole ne dukkan kamfanonin motoci na kasar Sin su fuskanta.A matsayin sabbin masu kera motoci, Ai Chi, Xiaopeng, da NIO suma suna binciken "hanyar zuwa teku".Amma idan sabbin samfuran suna son samun karbuwa ga masu amfani da Turai, sabbin sojoji kuma suna buƙatar yin aiki tuƙuru.

Fuskantar bukatu iri-iri na masu amfani da Turai, idan kamfanonin motocin kasar Sin za su iya fahimtar "sabon lokacin taga makamashi" na kamfanonin motoci na cikin gida na Turai kuma su jagoranci samar da samfuran "hard core", da samar da fa'ida ta bambanta, aikin kasuwa na gaba zai iya kasancewa har yanzu. ana sa ran.

——Majiyar labarai ta China Battery Network