Ndi kulimbitsa kwa mfundo, msika wodzaza ndi zolipiritsa ku Europe ndi United States walowa munthawi yakukula mwachangu.
1) Europe: Kupanga ma charger piles sikuli mofulumira monga momwe kukula kwa magalimoto atsopano amagetsi kumakhalira, ndipo kusiyana pakati pa chiŵerengero cha magalimoto ndi ma piles kukukulirakulira. Kugulitsa magalimoto atsopano amagetsi ku Europe kudzakwera kuchoka pa 212,000 mu 2016 kufika pa 2.60 miliyoni mu 2022, ndi CAGR ya 52.44%. Chiŵerengero cha magalimoto ndi ma piles chidzakhala chokwera kufika pa 16:1 mu 2022, zomwe zimapangitsa kuti zikhale zovuta kukwaniritsa zosowa za tsiku ndi tsiku za ogwiritsa ntchito.
2) United States: Pali kusiyana kwakukulu kwa kufunika kwa magalimoto ochaja. Chifukwa cha kubweza kwa kugwiritsidwa ntchito, kugulitsa magalimoto atsopano amagetsi ku United States kunayambiranso kukula mwachangu, ndipo chiwerengero cha magalimoto atsopano amagetsi ku United States chinakwera kuchoka pa 570,000 mu 2016 kufika pa 2.96 miliyoni mu 2022; chiŵerengero cha magalimoto ndi magalimoto ochaja chaka chomwecho chinali chapamwamba kwambiri kufika pa 18:1.mulu wolipiritsakusiyana.
3) Malinga ndi kuwerengera, kukula kwa msika wa ma charger piles ku Europe kukuyembekezeka kufika pa 40 biliyoni yuan mu 2025, ndipo kukula kwa msika wa ma charger piles ku United States kukuyembekezeka kufika pa 30 biliyoni yuan, zomwe ndi kuwonjezeka kwakukulu kuchokera pa 16.1 biliyoni ndi 24.8 biliyoni mu 2022.
4) Misika ya ku Ulaya ndi ku America ili ndi mitengo yokwera, ndipo phindu la makampani olemera ndi lalikulu, ndipoMulu wa ku Chinamakampani akuyembekezeka kupititsa patsogolo kukula kwawo kunja kwa dziko.
Kumbali yopereka, malonda + njira + pambuyo pogulitsa, opanga zinthu zapakhomo ali ndi mawonekedwe osiyanasiyana komanso apadera.
1) Zogulitsa: Zogulitsa zolipirira kunja kwa dziko zimakhala ndi zofunikira zaukadaulo komanso nthawi yayitali yovomerezeka. Kupereka satifiketi kumangotanthauza kupeza "pasipoti ya malonda". Kuti akulitse misika yakunja, opanga m'dziko muno akuyenerabe kuphatikiza zabwino za malonda ndi njira. Pakadali pano, opanga ma module amphamvu ndiye oyamba kugulitsa zinthu zawo kunja kwa dziko, ndipo mulu wonse wa mabizinesi ukukulirakulira pang'onopang'ono kupita kumunda wapamwamba.
2) Njira: Pa nthawi ino, makampani ambiri m'dziko langa nthawi zambiri amakhala ndi makhalidwe awoawo a bizinesi komanso zabwino zawo, ogwirizana kwambiri ndi njira inayake yokwaniritsira chitukuko cha msika wakunja.
3) Kugulitsa zinthu pambuyo pa malonda: Makampani a dziko langa okhala ndi zinthu zambirimbiri ali ndi zofooka pa malonda akunja. Kupanga netiweki yogulitsa zinthu pambuyo pa malonda ndiye chinsinsi cha kupambana kwa nthawi yayitali. Zimapatsa ogwiritsa ntchito chidziwitso chabwino kwambiri chautumiki kuyambira kugula mpaka kugulitsa zinthu pambuyo pa malonda, kuti awonjezere mwayi wopikisana wolipiritsa zinthu zambiri m'misika yakunja.
Ponena za mpikisano, Europe ndi yosiyana ndipo North America ndi yokhazikika.
1) Europe: Ngakhale kuti msika wa anthu onse wolipiritsa uli ndi ogwira ntchito, pali opanga ambiri omwe akutenga nawo mbali ndipo kusiyana kuli kochepa, ndipo kuchuluka kwa makampani ndi kochepa; chitukuko chakuyatsa mwachanguMsika wolamulidwa ndi makampani opanga magalimoto ndi wosiyana kwambiri. Makampani opanga magalimoto aku China amatha kugwiritsa ntchito ukadaulo wawo ndipo mwayi wa Channel umalola zinthu kupita kunja, ndipo umayambitsa bizinesi yochapira mwachangu ku Europe pasadakhale.
2) North America: Msika wogulira zinthu zambiri ku North America uli ndi zotsatirapo zomveka bwino. ChargePoint, kampani yotsogola yogulitsa zinthu zamagetsi, ndi Tesla, kampani yotsogola padziko lonse yogulitsa magalimoto atsopano, akuyang'ana kwambiri pakugwiritsa ntchito ma netiweki ochapira mwachangu. Kuchuluka kwa msika kumapangitsa kuti pakhale zopinga zambiri, zomwe zimapangitsa kuti zikhale zovuta kwa opanga ochokera kumayiko ena kulowa mumakampani akuluakulu.
Poyembekezera tsogolo, kuyitanitsa mwachangu + kuziziritsa madzi, chitukuko cha kuyitanitsa zinthu zambiri kupita kumayiko ena chikuonekera bwino.
1) Kuchaja mwachangu: Kuchaja mwachangu kwamagetsi amphamvu ndi njira yatsopano yopititsira patsogolo ukadaulo wowonjezera mphamvu. Malo ambiri omwe akuchaja mwachangu a DC pamsika ali ndi mphamvu pakati pa60kWndi160kWM'tsogolomu, ikuyembekezeka kulimbikitsa ma pile ochaja mwachangu opitilira 350kW kuti agwiritsidwe ntchito moyenera. Opanga ma module ochaja mdziko langa ali ndi ndalama zambiri zaukadaulo, ndipo akuyembekezeka kufulumizitsa kapangidwe ka ma module amphamvu kwambiri akunja ndikutenga gawo pamsika pasadakhale.
2) Kuziziritsa madzi: Pankhani ya mphamvu yowonjezera ya milu yochapira mofulumira, njira zachikhalidwe zoziziritsira mpweya zimakhala zovuta kukwaniritsa zofunikira zotaya kutentha kwa milu yochapira yamphamvu kwambiri; kuchokera pakuwona kwa moyo wonse, milu yoziziritsidwa ndi madzi imatha kuchepetsa kutayika kwachuma komwe kumachitika chifukwa cha malo ovuta ndikuchepetsa ndalama zosamalira pambuyo pokonza ndi kukonza. Mtengo wogwirira ntchito womwe umapangidwa chifukwa chokonza, mtengo wonse si wokwera, zomwe zimathandiza kuwonjezera ndalama zomaliza za ogwira ntchito zochapira milu, ndipo zidzakhalanso chisankho chachikulu kwa makampani aku China ochapira milu kupita kunja.
Nthawi yotumizira: Juni-26-2023

