Codsiga khadka fidsan tuyere ayaa yimid.Baabuurta, oo ah mid ka mid ah saddexda hab ee korantada ee ugu muhiimsan baabuurta tamarta cusub, ayaa 5-10% ka ah qiimaha gaadhiga.Qaybtii hore ee sanadkan, oo ka mid ah 15ka baabuur ee tamarta cusub ee la iibiyay, heerka gelitaanka matoorka xadhkaha fidsan ayaa aad u kordhay ilaa 27%.
Warshadaha ayaa la filayaa in sanadka 2025, khadka fidsan uu ku xisaabtami doono in ka badan 80% wadista baabuurta tamarta cusub.Weriyeyaashu waxay ogaadeen in soo-saareyaasha khadka korantada ee hadda jira alaabooyinka la xiriira ay yihiin kuwo gabaabsi ah, wax soo saarka si weyn loo ballaariyay sanadka soo socda.
Hay'adaha dallaalka waxay aaminsan yihiin in iyadoo si degdeg ah loo beddelo shirkado badan oo cusub oo baabuurta tamarta cusub, 2022-2023 uu ku dhow yahay inuu galo khadka fidsan muddada hagaajinta degdegga ah, qaabka ugu horreeya ee shirkaddu waxay ku raaxaysan doontaa faa'iidada.Dardargelinta beddelka xariiqda fidsan ee 2021, Tesla waxay bedeshay mootada khadka fidsan ee guriga, taasoo ku kacday koror weyn oo ku-meel-gaar ah, isbeddelka matoorka khadka fidsan ayaa la go'aamiyay."Amarka shirkadda, waxa la saadaalin karaa, in shirkadaha tamarta cusub ee adduunka ugu horreeyaan ay bilaabeen inay beddelaan matoorada fiilooyinka fidsan si ballaadhan, isbeddelkuna wuu sii kordhayaa.
Marka loo eego baahida macaamiishu, wax soo saarka siligga gurigu wuxuu geli doonaa xilli fidin xawaare sare leh, sahayduna si degdeg ah ayuu u kori doonaa, "ayuu yidhi Jingda Shares, oo ah alaab-qeybiyaha Tesla ee Shiinaha.Waaxda dammaanadda saamiyada Jingda ayaa u sheegtay warfidiyeenka, sahayda dibadda ee shirkadu waxay leedahay khad wareegsan iyo khad fidsan, laakiin sahayda khad fidsan ayaa wax badan ku xisaabtamaysa.
Marka la eego tirada baabuurta tamarta cusub, baahida mustaqbalka ee khadka fidsan ayaa noqon doona mid weyn.Waxaa lagu soo waramayaa in alaabada shirkadu ay ka gudubtay shahaado dhowr shirkadood oo cusub oo baabuurta tamarta ah, mashruucyada fidsan ee hadda jira oo gaaraya ilaa 60. Chen Haibing, oo ah maamulaha guud ee shirkadda siliga korontada ee Jinbei, ayaa u sheegay wariyeyaasha Cailin.com hadda, baabuurta tamarta cusub line fidsan gabal this waa diiradda shirkadu on horumarinta alaabta.
Marka la barbardhigo xariiqda wareega, booska buuxa ayaa ka sarreeya.Matoorka isku midka ah, adoo isticmaalaya xariiqda fidsan, cufnaanta korantadu way ka weyn tahay, mugga ayaa ka yar oo ku habboon kuleylka kuleylka, sidaas darteed mashiinka xariiqa siman wuxuu leeyahay faa'iidooyin badan.Xariiqda fidsan waxay si buuxda ugu dhex jirtaa habka beddelka xariiqda wareega.Waxa kale oo uu soo bandhigay in "kahor, moodooyinka heerkoodu sarreeyo ee qiimaha ka sarreeya 200,000 yuan waxay ahaayeen ku dhawaad 100% silig siman (matoorka), laakiin xaaladdu way ka duwan tahay qeybtii labaad ee sanadka.
Waxaan ogaanay in Wuling Mini iyo moodooyinka kale ay sidoo kale isku dayayaan inay adeegsadaan silig fidsan (mootada).Qiyaastii Agoosto ama Sebtembar, shirkaddu waxay si tartiib tartiib ah u bixisay noocyo koronto oo dhaqaale ah."Baabuurta tamarta cusub ayaa hadda ku jira xilli horumar degdeg ah, iyo macaamiishu waxay leeyihiin shuruudo sii kordheysa oo loogu talagalay waxqabadka gaadiidka.
Waxaa la fahamsan yahay in iska caabbinta hoose ee gudaha ee ay keento dabaysha silig siman ay hagaajinayso waxtarka beddelka tamarta ee mishiinka, taas oo ah arrin muhiim ah oo lagu hagaajinayo dulqaadka baabuurka iyo kharashka batteriga.Sannadkan, BYD, GaC, iwm. ayaa si degdeg ah u beddelay matoorka xadhkaha fidsan, iyo moodooyinka kale ee caanka ah ee la bilaabi doono, sida Nextev ET7, Zhiji, Jikrypton, iwm, sidoo kale waxay qaateen matoorka khadka fidsan.
Sannadkan waa sannadkii ugu horreeyay ee codsiga silig siman.Sannadka 2025, baahida siligga fidsan ayaa la filayaa inay si degdeg ah uga korodho qiyaastii 10,000 tan ilaa in ka badan 190,000 oo tan.Shirkadaha ku guuleystay wax soo saarka ballaaran ee silig siman ee NEV waxaa ka mid ah Jingda Shares (600577.SH), Great Wall Technology (603897.SH), Jinbei Electric Engineering (002533.SZ) iyo Guancheng Datong (600067.SH).Awooda wax soo saarka ee la qorsheeyay ee saamiyada Jingda waa 19,500 tan dhamaadka 2021 iyo 45,000 tan 2022.
Shirkaddu waxay u sheegtay warfidiyeenka, in facooda hadda ay leeyihiin qorshayaal ballaarin, oo ku saleysan baahida sanadka soo socda, si loo sii diyaariyo.Great Wall Technology ayaa hore u shaacisay qorshaha meelaynta gaarka ah, 45,000 tan oo baabuur tamarta cusub mashruuca silig elektromagnetic, wadarta maalgelinta 831 million yuan ah.
Sababta balaadhinta ayaa ah "iyadoo lagu xaddiday awoodda xadhkaha fidsan ee jirta, khadkii fidsan ee shirkadu uu gabaabsi yahay, taasoo samaynaysa farqiga sahayda".Si kastaba ha ahaatee, shirkaddu waxay weli ku kordhinaysaa qalabka fiilada fidsan si ay u ballaariso awoodda wax soo saarka siliga, kaas oo la filayo inuu gaaro 10,000 oo tan dhamaadka sanadkan ama horaanta sanadka soo socda.
"Sanadkan waxa uu had iyo jeer ku jiray xaalad sahayda oo gabaabsi ah, bishiiba bil walba waa uu kordhay.Khadka gaarka ah ee shirkadda ee baabuurta tamarta cusub ayaa fulinaysa balaadhinta wax soo saarka, waxaana la filayaa in uu gaadho 600 oo tan bishii iyo 7,000 oo tan sannadkii dhamaadka sanadkan."Waxay u socotaa tallaabo tallaabo, waxaana la filayaa in la sameeyo 20,000 oo tan oo awood wax-soo-saar ah qaybta labaad ee 2022. Geedi socodka kor u qaadista awoodda wax-soo-saarka ayaa ah mid tartiib tartiib ah," ayuu yiri qofka kor ku xusan ee Jinbei Electricians.
Sida ku xusan hordhaca, shirkaddu waxay leedahay wax soo saar ballaaran oo macaamiisha ah oo ay ku jiraan Shanghai United Power, BorgWarner, Suzhou Huichuan, Jingjin Electric, iwm. Intaa waxaa dheer, siliga siman ee tamarta tamarta cusub ayaa loo diray shaybaarada BYD.Waqtigan xaadirka ah, shaqada cusub ee caddayntu waxay ahayd mid aan joogsi lahayn.
Marka laga soo tago saddexda shirkadood ee baabuurta cusub, Geely, Great Wall, Guangzhou Automobile, SAIC Motor iyo wixii la mid ah ayaa iyaguna aad hodan u ah.Shirkaddu waxay qorshaynaysaa inay samayso gaadhi tamareed cusub oo awood wax-soo-saar silig elektromagnetic ah oo 50,000 tan / sannadkii ah Juun 2025.
Weriyuhu waxa uu xusay in taxanayaasha cusub ee baabuurta tamarta ee taxanaha ah ee soo saarayaashan waaweyn ay ku xisaabtameen boqolkiiba wax yar oo iib ah.Iibka Jingda Stock ee Janaayo ilaa Juun 2021 wuxuu dhaafay 2,045 tan.Laga bilaabo Jannaayo ilaa Juunyo 2021, wax-soo-saarka khadka fidsan ee baabuurta tamarta cusub ee Tignoolajiyada Darbiga Weyn waa 1300 oo tan;Guanzhou Datong waxa ay iibisay 1851.53 tan oo badeecooyin fidsan ah qeybtii hore ee sanadka;Iibka sanadlaha ah ee Korontada Jinbei ayaa la filayaa inuu noqdo ilaa 2000 oo tan.
Si kastaba ha ahaatee, sida laga soo xigtay khabiirka sare ee warshadaha, soosaarayaasha khadka fidsan si ay u galaan liiska alaab-qeybiyeyaasha ee shirkadaha baabuurta tamarta cusub waxay u baahan yihiin inay maraan shahaado badan, taas oo qaadan doonta lix bilood ilaa hal ama laba sano.
Shirkadaha cusub ee baabuurta tamarta ayaa sida caadiga ah u doorta dhawr warshadood oo alaab-qeybiyeyaal ah.Sababtoo ah qiimaha beddelka ee sarreeya, ma beddeli doonaan alaab-qeybiyeyaasha siday rabaan.
Marka loo eego xisaabinta Deppon Securities, sanadka 2020, heerka gelitaanka matoorka khadka fidsan waa 10%, heerka gelitaanka gaadhiga tamarta cusub waa 5.4%, iyo heerka guud ee gelitaanka khadka fidsan waa wax ka yar 1%.Waxa la filayaa in xadhkaha fidsan uu si xawli ah kor ugu kaco 22-23 sano gudahood, shirkadaha ku guulaystay wax soo saarka xadhkaha fidsan waxay si buuxda ugu raaxaysan doonaan mowjadda kowaad ee saami qaybsiga.
Waqtiga boostada: Mar-21-2023