I ka makahiki o ka hoʻokele moku, ua hoʻomaka ʻo ʻEulopa i kahi kipi ʻenehana a hoʻomalu i ka honua.I ka wā hou, hiki ke hoʻololi i ka electrification kaʻa ma Kina.

"Ua hoʻonohonoho ʻia nā kauoha o nā hui kaʻa nui i ka mākeke ikehu hou o ʻEulopa i ka hopena o ka makahiki.He moana uliuli kēia no nā hui kaʻa kūloko.wahi a Fu Qiang, ka mea hoʻokumu a me ka pelekikena o AIWAYS.

Ma Sepatemaba 23, ka lua o ka 200 European U5s i lawe ʻia aku i ka European Union e AIWAYS i ʻōwili ʻia mai ka laina hui a hoʻouna ʻia i ʻEulopa, e hoʻomaka ana i kahi hoʻolaha nui ma ka mākeke ʻEulopa.Ua hoʻolaha ʻia ʻo AIWAYS U5 ma Stuttgart i Malaki o kēia makahiki, a ua wehewehe ka poʻe i loko o ka ʻoihana e hōʻike ana i ka manaʻo paʻa o AIWAYs e komo i nā mākeke o waho.Eia kekahi, ua hoʻouna ʻia ka hui mua o 500 mau European U5 i Corsica, Farani i Mei o kēia makahiki no nā lawelawe hoʻolimalima huakaʻi kūloko.

Aichi U5 Export Ceremony to the European Union / Picture Source Aichi Auto

Hoʻokahi wale nō lā ma hope mai, ua hoʻolaha ʻo Xiaopeng Motors ua hoʻouna mua ʻia ka pūʻulu mua o nā kauoha i loaʻa i ka mākeke ʻEulopa no ka lawe ʻana aku.ʻO ka huina o 100 Xiaopeng G3i ka mea mua e kūʻai ʻia ma Norewai.Wahi a nā hōʻike, ua hoʻopaʻa ʻia nā kaʻa hou a pau o kēia pūʻulu a manaʻo ʻia e hoʻopaʻa ʻia a hoʻouna ʻia i Nowemapa.

Xiaopeng Motors Exporting Ceremony to Europe/Photo Credit Xiaopeng

I ʻAukake o kēia makahiki, ua hoʻolaha pū ʻo Weilai e komo i ka mākeke ʻEulopa e like me ka hapa lua o 2021. Ua ʻōlelo ʻo Li Bin, ka mea hoʻokumu a me ka luna o Weilai, "Manaʻo mākou e komo i kekahi mau ʻāina e hoʻokipa i nā kaʻa uila i ka hapa lua o ka makahiki e hiki mai ana.I kēia makahiki ʻo Chengdu Auto Show, ua hōʻike maopopo ʻo Li Bin i ka hālāwai ninaninau ʻo ke kuhikuhi ʻana i waho ʻo "Europa a me ʻAmelika Hui Pū ʻIa."

ʻO nā pūʻali hana kaʻa hou ua huli lākou i ko lākou manaʻo i ka mākeke ʻEulopa, no laila ʻo nā ʻāina ʻEulopa e like me kā Li Bin i ʻōlelo ai, "nā ʻāina e hoʻokipa hou aku i nā kaʻa uila"?

Buck i ke au

Ua lilo ʻo ʻEulopa i mākeke honua koʻikoʻi no nā kaʻa ikehu hou.

Wahi a nā ʻikepili i hoʻokuʻu ʻia e nā ev-volumes, i ka hapa mua o kēia makahiki, ʻoiai ka hopena o ka maʻi ahulau ma ka mākeke kaʻa honua, ʻo ka cumulative kūʻai aku o nā kaʻa ikehu hou ma ʻEulopa ua hiki i 414,000, kahi makahiki-ma-makahiki hoʻonui o 57. %, a ua hāʻule ka mākeke kaʻa holoʻokoʻa ʻEulopa i 37% makahiki-ma-makahiki;oiai Kina New ikehu kaʻa kuai mea he 385,000 wae, i lalo 42% makahiki-ma-makahiki, a me ka China kaʻa makeke holoʻokoʻa hāʻule e 20%.

ʻO ka mea kākau kiʻi kiʻi / Yiou Automotive Analyst Jia Guochen

Hiki i ʻEulopa ke pale i ke ʻano, mahalo i kāna kulekele hoʻoikaika kaʻa "kiʻekiʻe" hou.Wahi a ka ʻikepili mai Guosheng Securities Research Institute, mai Pepeluali 2020, 24 o nā ʻāina 28 EU i hoʻolauna i nā kulekele hoʻoikaika no nā kaʻa ikehu hou.Ma waena o lākou, ua ʻae nā ʻāina he 12 i kahi kulekele hoʻoikaika ʻelua o nā haʻawina a me nā ʻauhau ʻauhau, aʻo nā ʻāina ʻē aʻe i hāʻawi i ka hoʻomaha ʻauhau.Hāʻawi nā ʻāina nui i 5000-6000 Euro, ʻoi aku ka ikaika ma mua o Kina.

Eia hou, e hoʻomaka ana i Iune a me Iulai i kēia makahiki, ua hoʻolauna ʻeono mau ʻāina ʻEulopa i nā mea hoʻolaʻa hou ʻōmaʻomaʻo e hoʻoikaika i ke kūʻai ʻana i nā kaʻa ikehu hou.A ʻo Peugeot Citroen (PSA) Group CEO ʻo Carlos Tavares i kanikau i kahi kūkā kūkā, "I ka wā e hoʻoneʻe ai ka mākeke i nā haʻawina, e hāʻule ke koi no nā kaʻa uila."

Manaʻo ʻo Yiou Automobile ua hala ka mākeke kaʻa ikehu hou o Kina i kahi manawa o ka ulu ʻana o ka "holo i mua" a ua komo mālie i kahi manawa o ka hoʻololi maʻalahi.Ua komo ka mākeke ʻEulopa i kahi manawa o ka ulu wikiwiki ʻana ma lalo o nā hoʻoikaika kulekele.No laila, ke hoʻoulu ʻia nei nā pono e pili ana.Eia naʻe, makemake nā kaʻa ikehu hou e loaʻa kahi paʻa i ka mākeke ʻEulopa, a he ala lōʻihi e hele ai.

ʻO ka ikaika ikaika i hōʻike ʻia e ka mākeke ʻEulopa ua hoʻoikaika i nā ʻoihana kaʻa ikaika hou e hoʻāʻo.

Ua like ʻo "Master" me ke ao

Ma ka Frankfurt Auto Show i Kepakemapa 2019, ua ʻōlelo ʻo Matthias, Pelekikena o CATL Europe, "ʻO nā kumumanaʻo ʻekolu o ka IAA Auto Show o kēia makahiki he electrification, electrification, a electrification.Ke kamaʻilio nei ka ʻoihana holoʻokoʻa e pili ana i nā mea āpau mai nā kaʻa ʻenekini hoʻopau i loko a i nā kaʻa uila.No ka hoʻololi ʻana o nā kaʻa, ua hōʻea ʻo CATL i nā pilina hohonu me nā hui kaʻa ʻEulopa.

I Mei 2019, ua hoʻokumu ʻo Daimler i ka hoʻolālā "Ambition 2039" (Ambition 2039), e koi ana i nā kaʻa hybrid plug-in a i ʻole nā ​​​​kaʻa uila maʻemaʻe e ʻoi aku ma mua o 50% o kāna mau kūʻai aku ma 2030. I nā makahiki 20 mai 2019-2039, e kūkulu ʻia kahi kahua huahana e loaʻa ai ka "carbon neutrality".Ua ʻōlelo nā luna o Daimler: "Ma ke ʻano he hui i hoʻokumu ʻia e nā ʻenekinia, ke manaʻoʻiʻo nei mākou hiki i nā ʻenehana hou ke kōkua iā mākou e kūkulu i kahi wā e hiki mai ana, ʻo ia hoʻi, ka huakaʻi hoʻomau a me ke kaiapuni."

I Malaki o kēia makahiki, ua hoʻokuʻu ʻo Volkswagen i ka mua o ka honua holoʻokoʻa i hoʻokumu ʻia i ke kaʻa uila maʻemaʻe ID.4.Ua hōʻike ʻia e hoʻolauna ʻo Volkswagen i 8 mau kaʻa ikehu hou me Volkswagen ID.3, Porsche Taycan, Golf EV, etc. ma ka honua i kēia makahiki.

Ma kahi o nā hui kaʻa kaʻa ʻEulopa e koi nei i ka hoʻololi ʻana i ka electrification, ua hoʻolaha pū ʻo Tesla CEO Elon Musk ma ke kapikala Kelemania ʻo Berlin i Nowemapa i ka makahiki i hala e kū ana ʻo Tesla's Berlin Super Factory ma Berlin-Brandenburg.ʻĀpana, a i ka hoʻomaka ʻana o ka makahiki e hoʻonohonoho i kahi "pahuhopu liʻiliʻi" no ka hale hana nui ʻEulopa mua: kahi huahana makahiki o 500,000 mau kaʻa.Ua hōʻike ʻia e hana ana ka mea kanu Berlin i Model 3 a me Model Y, a e hoʻokuʻu ʻia ka hana ʻana o nā hiʻohiʻona hou aʻe i ka wā e hiki mai ana.

ʻO ka mea kākau kiʻi kiʻi / Yiou Automotive Analyst Jia Guochen

I kēia manawa, ʻo ke kūʻai aku ʻana o Tesla Model 3 he alakaʻi maopopo loa i ka honua kaʻa kaʻa hou, kokoke i 100,000 ʻoi aku ma mua o ka lua o Renault Zoe (Renault Zoe).I ka wā e hiki mai ana, me ka hoʻopau ʻana a me ke kōmike ʻana o ka Berlin Super Factory, ʻo ka ulu ʻana o ke kūʻai aku ʻana o Tesla ma ka mākeke ʻEulopa e "wikiwiki".

ʻAuhea nā pōmaikaʻi o nā hui kaʻa Kina?ʻO ka hoʻololi electrification ma mua o nā hui kaʻa ʻEulopa kūloko.

Ke hoʻomau nei ka poʻe ʻEulopa i ka biodiesel, ʻo ka hapa nui o nā hui kaʻa Kina i hōʻike ʻia e Geely ua hoʻomaka mua i nā kumu hoʻohālike ikehu hou, ʻoiai ʻo BYD, BAIC New Energy, Chery a me nā hui ʻē aʻe i hoʻokomo i ka ikehu hou ma mua, a aia ma Kina New Energy O nā māhele mākeke like ʻole. noho i kahi.ʻO ka hapa nui o nā pūʻali kaʻa hou i alakaʻi ʻia e Weilai, Xiaopeng, a me Weimar i hoʻokumu ʻia ma 2014-2015, a ua hoʻokō pū lākou i ka lawe kaʻa hou.

ʻO ka mea kākau kiʻi kiʻi / Yiou Automotive Analyst Jia Guochen

Akā ma ke ʻano o ka hoʻokuʻu ʻana i nā kaʻa, ʻoi aku ka hope o nā ʻoihana kaʻa Kina.I ka makahiki 2019, ʻo 867,000 ka nui o nā hui kaʻa Kina TOP10, ʻo ia ka 84.6% o ka nui o nā hoʻoiho.Ua paʻa paʻa ka mākeke lawe kaʻa e kekahi mau hui kaʻa alakaʻi;ʻO ka hoʻokuʻu kaʻa kaʻa o Kina he 4% o ka nui o ka hana, a me 2018 Ma 2015, Kelemānia, South Korea, a me Iapana i helu ʻia no 78%, 61% a me 48%, kēlā me kēia.Aia nō ʻo Kina i kahi ākea nui.

Ua ʻōlelo ʻo Li Bin i kekahi manawa e pili ana i nā hui kaʻa Kina e hele ana i nā ʻāina ʻē, "He nui nā hui kaʻa Kina i hana maikaʻi i ka hele ʻana i nā ʻāina ʻē i nā makahiki i hala iho nei, akā ʻaʻole lākou i komo i ʻEulopa a me ʻAmelika Hui Pū ʻIa, akā aia nō naʻe i kekahi mau mākeke a me nā ʻāina ʻole. .”

Manaʻo ʻo Yiou Automobile aia ma ʻEulopa kahi e hele ai nā "masters" i nā ʻāina ʻē, loaʻa i nā hui kaʻa Kina kekahi mau pono o ka neʻe mua ʻana i ke oʻo ʻana o ke kaulahao ʻoihana ikehu hou.Eia nō naʻe, ʻoiai ʻo ka mākeke ʻEulopa "hoʻokipa i nā kaʻa uila", ʻoi aku ka hoʻokūkū o ke kaiapuni a ʻaʻole "aloha."Makemake nā hui kaʻa Kina e loaʻa i kekahi mahele ma ka mākeke ʻEulopa, me ka ikaika o ka huahana ikaika, ke kūlana hoʻohālike pololei, a me nā hoʻolālā kūʻai kūpono.ʻAʻohe mea.

ʻO ka "Globalization" kahi pilikia nui e pono ai nā hui kaʻa Kina a pau.E like me nā mea hana kaʻa hou, ʻo Ai Chi, Xiaopeng, a me NIO ke ʻimi ikaika nei hoʻi i ke "alanui i ke kai".Akā inā makemake nā hōʻailona hou e loaʻa ka ʻike o nā mea kūʻai aku o ʻEulopa, pono e hana ikaika nā pūʻali hou.

Ke kū nei i nā pono like ʻole o nā mea kūʻai aku o ʻEulopa, inā hiki i nā hui kaʻa Kina ke hopu i ka "manawa puka makani hou" o nā hui kaʻa ʻEulopa kūloko a lawe i ke alakaʻi i ka hana ʻana i nā huahana "paʻakikī", e hana i kahi pōmaikaʻi ʻokoʻa, hiki ke hoʻokō ʻia ka hana mākeke e hiki mai ana. i manaoia.

——Puna nūhou Kina Pūnaehana Battery