Flat umurongo gusaba tuyere yageze. Moteri, nkimwe muri sisitemu eshatu zingenzi zamashanyarazi yimodoka nshya, zifite 5-10% byagaciro kinyabiziga. Mu gice cya mbere cy'uyu mwaka, mu modoka 15 za mbere z’ingufu zagurishijwe, igipimo cyo kwinjira muri moteri y'umurongo uringaniye cyiyongereye ku buryo bugera kuri 27%.
Inganda ziteganijwe ko mu 2025, umurongo uringaniye uzaba hejuru ya 80% ya moteri itwara ibinyabiziga bishya. Abanyamakuru bamenye ko ubu inganda zikomeye zikoresha amashanyarazi zikoresha ibicuruzwa biri mu bikoresho bike, zaguwe cyane mu mwaka utaha.
Ibigo byita ku bucuruzi byemeza ko hamwe n’imihindagurikire yihuse yinganda nyinshi zikoresha ingufu zingufu za moteri, 2022-2023 igiye kwinjira mumurongo wa tekinike mugihe cyo kuzamura byihuse, imiterere yambere yikigo izishimira inyungu. Kwihuta gusimbuza Flat umurongo mu 2021, Tesla yasimbuye moteri yo murugo imbere, bituma kwiyongera gukabije kwimikorere, icyerekezo cya moteri yumurongo wa tekinike cyaragaragaye. Ati: “Duhereye ku mabwiriza y'isosiyete, dushobora guhanura ko inganda nshya zikomeye ku isi zatangiye guhindura moteri y'insinga nini ku rugero runini, kandi inzira irihuta.
Bitewe n’icyifuzo cy’abakiriya, umusaruro w’insinga uzinjira mu gihe cyo kwaguka byihuse kandi amasoko akiyongera ku buryo bwihuse ", ibi bikaba byavuzwe na Jingda Shares, utanga amasoko ya Tesla mu Bushinwa.
Hamwe nubunini bwibinyabiziga bishya byingufu, ibyifuzo bizaza kumurongo uringaniye bizaba byinshi. Biravugwa ko ibicuruzwa by’uru ruganda byatsindiye icyemezo cy’ibigo byinshi bishya by’imodoka zikoresha ingufu, imishinga isanzwe ireshya na 60. Chen Haibing, umuyobozi mukuru w’isosiyete ikora amashanyarazi ya Jinbei Electrician electromagnetic wire, yatangarije abanyamakuru ba Cailin.com ko kuri ubu, ibinyabiziga bishya by’ingufu umurongo iki gice aricyo cyibanze ku iterambere ry’ibicuruzwa.
Ugereranije n'umurongo uzengurutse, igipimo cyuzuye kiri hejuru. Moteri imwe, ukoresheje umurongo uringaniye, ubwinshi bwimbaraga nini, ingano ni nto kandi ifasha gukwirakwiza ubushyuhe, bityo moteri yumurongo uringaniye ifite ibyiza byinshi. Umurongo uringaniye rwose uri hagati yuburyo bwo gusimbuza umurongo. Yakomeje avuga ko “mbere, moderi zo mu rwego rwo hejuru zifite igiciro kiri hejuru ya 200.000 zari hafi ya 100% insinga (moteri), ariko ibintu byari bitandukanye mu gice cya kabiri cy'umwaka.
Twabonye ko Wuling Mini nizindi moderi nazo zigerageza gukoresha insinga iringaniye (moteri). Ahagana muri Kanama cyangwa Nzeri, isosiyete yagiye itanga buhoro buhoro imashini zikoresha amashanyarazi. ” Imodoka nshya zingufu kuri ubu ziri mugihe cyiterambere ryihuse, kandi abaguzi barushijeho gukenera cyane imikorere yimodoka.
Byumvikane ko imbaraga nke zimbere zizanwa no guhinduranya insinga zizamura imbaraga zoguhindura ingufu za moteri, nikintu gikomeye cyogutezimbere kwihanganira ibinyabiziga nigiciro cya batiri. Uyu mwaka, BYD, GaC, nibindi byahise bihinduranya moteri yumurongo wa tekinike, hamwe nizindi moderi zizwi cyane zizashyirwa ahagaragara, nka Nextev ET7, Zhiji, Jikrypton, nibindi, nazo zafashe moteri yumurongo.
Uyu mwaka numwaka wambere wo gusaba insinga. Muri 2025, biteganijwe ko insinga zikenewe zizamuka vuba kuva kuri toni 10,000 zigera kuri toni zirenga 190.000. Ibigo byageze ku musaruro w’insinga zingana kuri NEV zirimo imigabane ya Jingda (600577.SH), Ikoranabuhanga rikomeye rya Wall Wall (603897.SH), Jinbei Electric Engineering (002533.SZ) na Guancheng Datong (600067.SH). Ubushobozi buteganijwe bwo gukora imigabane ya Jingda ni toni 19.500 mu mpera za 2021 na toni 45.000 muri 2022.
Isosiyete yabwiye abanyamakuru ko urungano ruriho rufite gahunda yo kwagura, rushingiye ku cyifuzo cy'umwaka utaha, kugira ngo rwitegurwe hakiri kare. Great Wall Technology yatangaje mbere gahunda yo gushyira abikorera ku giti cyabo, toni 45.000 z’imodoka nshya zifite ingufu za moteri ya tekinike ya elegitoroniki ya elegitoroniki, iteganijwe gushora miliyoni 831.
Impamvu yo kwaguka ni uko "bigarukira ku bushobozi busanzwe buriho, umurongo uringaniye wa sosiyete urabura, bigatuma habaho icyuho cyo gutanga". Icyakora, iyi sosiyete iracyongeramo ibikoresho by’insinga kugira ngo byongere ubushobozi bwo gutanga insinga, biteganijwe ko bizagera kuri toni 10,000 mu mpera zuyu mwaka cyangwa mu ntangiriro zumwaka utaha.
Ati: "Uyu mwaka hafi ya buri gihe wasangaga ibintu bitagenda neza, ukwezi ku kwezi kwagiye kwiyongera. Umurongo udasanzwe w’isosiyete w’ibinyabiziga bishya by’ingufu urimo gushyira mu bikorwa iyagurwa ry’umusaruro, bikaba biteganijwe ko uzagera kuri toni 600 ku kwezi na toni 7,000 ku mwaka mu mpera zuyu mwaka.
Nk’uko byatangajwe, iyi sosiyete ifite umusaruro mwinshi w’abakiriya barimo Shanghai United Power, BorgWarner, Suzhou Huichuan, amashanyarazi ya Jingjin, n’ibindi. Kugeza ubu, umurimo mushya wo gutanga ibimenyetso ntiwahagaze.
Usibye abakora amamodoka atatu mashya, Geely, Urukuta runini, Guangzhou Automobile, SAIC Motor nibindi nabyo birakize cyane. Isosiyete irateganya gukora ibinyabiziga bishya by’ingufu zifite ingufu zidasanzwe zikoresha amashanyarazi ya toni 50.000 / umwaka bitarenze Kamena 2025.
Umunyamakuru yavuze ko ibinyabiziga bishya bitanga ingufu zingana n’ibicuruzwa by’inganda zikomeye byagize ijanisha rito ry’ibicuruzwa. Igurishwa rya Jingda Stock kuva Mutarama kugeza Kamena 2021 ryarenze toni 2.045. Kuva muri Mutarama kugeza muri Kamena 2021, umusaruro w’umurongo uringaniye ku binyabiziga bishya by’ingufu za Great Wall Technology ni toni 1300; Guanzhou Datong yagurishije toni 1851.53 z'ibicuruzwa bitunganijwe neza mu gice cya mbere cy'umwaka; Biteganijwe ko igurishwa rya buri mwaka rya Jinbei Electrician rizaba hafi toni 2000.
Nyamara, ukurikije inganda zavuzwe haruguru, abakora imirongo iringaniye kugirango binjire kurutonde rwabatanga amasosiyete mashya yimodoka zingufu bakeneye kunyura mubyemezo byinshi, bizatwara amezi atandatu kugeza kumwaka umwe cyangwa ibiri.
Imishinga mishya yimodoka isanzwe ihitamo abayikora benshi nkabatanga isoko. Kubera igiciro kinini cyo gusimbuza, ntibazahindura abatanga uko bishakiye.
Dukurikije imibare ya Deppon Securities, mu 2020, igipimo cyo kwinjira cya moteri iringaniye igera kuri 10%, igipimo cyo kwinjira mu modoka nshya y’ingufu zingana na 5.4%, kandi igipimo cyuzuye cyo kwinjira ku murongo uringaniye kiri munsi ya 1%. Biteganijwe ko umurongo utambitse uziyongera byihuse mumyaka 22-23, kandi ibigo byageze kumusaruro mwinshi wumurongo uringaniye bizishimira byimazeyo inyungu ya mbere yinyungu.
Igihe cyo kohereza: Werurwe-21-2023