1. Cov pawg them hluav taws xob yog cov khoom siv ntxiv zog rau cov tsheb fais fab tshiab, thiab muaj qhov sib txawv hauv kev txhim kho hauv tsev thiab txawv teb chaws
1.1. Lub pob them hluav taws xob yog lub cuab yeej ntxiv zog rau cov tsheb fais fab tshiab
Lub pob them hluav taws xob yog ib lub cuab yeej rau cov tsheb fais fab tshiab los ntxiv rau lub zog hluav taws xob. Rau cov tsheb fais fab tshiab, nws yog ib yam li lub chaw nres roj siv roj rau cov tsheb. Cov qauv thiab kev siv ntawm cov pob them hluav taws xob muaj kev ywj pheej ntau dua li cov chaw nres roj, thiab cov hom kuj nplua nuj dua. Raws li daim ntawv teeb tsa, nws tuaj yeem faib ua cov pob them hluav taws xob uas dai rau ntawm phab ntsa, cov pob them hluav taws xob ntsug, cov pob them hluav taws xob txawb, thiab lwm yam, uas haum rau ntau hom chaw sib txawv;
Raws li kev faib tawm ntawm cov xwm txheej siv, nws tuaj yeem muab faib ua cov pawg them hluav taws xob rau pej xeem, cov pawg them hluav taws xob tshwj xeeb, cov pawg them hluav taws xob ntiag tug, thiab lwm yam. Cov pawg them hluav taws xob rau pej xeem muab cov kev pabcuam them hluav taws xob rau pej xeem, thiab cov pawg them hluav taws xob tshwj xeeb feem ntau tsuas yog pabcuam sab hauv ntawm lub tuam txhab pawg tsim kho, thaum cov pawg them hluav taws xob ntiag tug raug teeb tsa hauv cov pawg them hluav taws xob ntiag tug. Chaw nres tsheb, tsis qhib rau pej xeem;
Raws li kev faib tawm ntawm qhov ceev them (lub zog them), nws tuaj yeem muab faib ua cov pawg them ceev thiab cov pawg them qeeb; raws li kev faib tawm ntawm cov thev naus laus zis them, nws tuaj yeem muab faib ua DC pawg them thiab AC pawg them. Feem ntau hais lus, DC pawg them muaj lub zog them siab dua thiab ceev them sai dua, thaum AC pawg them qeeb dua.
Hauv Tebchaws Meskas, cov pawg them nqi feem ntau muab faib ua ntau theem raws li lub zog, ntawm cov uas Qib 1 thiabQib 2Feem ntau yog AC charging piles, uas haum rau yuav luag txhua lub tsheb fais fab tshiab, thaum lub tributary fast charging tsis haum rau txhua lub tsheb fais fab tshiab, thiab Ntau hom tau los ntawm cov qauv sib txawv xws li J1772, CHAdeMO, Tesla, thiab lwm yam.
Tam sim no, tsis muaj tus qauv interface them nqi sib koom ua ke hauv ntiaj teb. Cov qauv interface tseem ceeb suav nrog Tuam Tshoj GB / T, Nyiv CHAOmedo, European Union IEC 62196, Tebchaws Meskas SAE J1772, thiab IEC 62196.
1.2. Kev loj hlob ntawm cov tsheb fais fab tshiab thiab kev pab txhawb nqa txoj cai tsav tsheb kom muaj kev txhim kho kom ruaj khov ntawm cov chaw them hluav taws xob hauv kuv lub tebchaws.
kev lag luam tsheb fais fab tshiab hauv kuv lub teb chaws tab tom txhim kho sai heev. Cov tsheb fais fab tshiab hauv kuv lub teb chaws tseem niaj hnub txhim kho, tshwj xeeb tshaj yog txij li xyoo 2020, tus nqi nkag mus rau hauv cov tsheb fais fab tshiab tau nce sai heev, thiab txog xyoo 2022 tus nqi nkag mus rau hauv cov tsheb fais fab tshiab tau tshaj 25%. Tus naj npawb ntawm cov tsheb fais fab tshiab kuj tseem yuav txuas ntxiv nce ntxiv. Raws li cov ntaub ntawv ntawm Ministry of Public Security, qhov sib piv ntawm cov tsheb fais fab tshiab rau tag nrho cov tsheb hauv xyoo 2022 yuav ncav cuag 4.1%.
Lub xeev tau tshaj tawm ntau txoj cai los txhawb kev txhim kho ntawm kev lag luam charging pile. Kev muag khoom thiab kev muaj cov tsheb fais fab tshiab hauv kuv lub tebchaws txuas ntxiv mus, thiab qhov kev thov rau cov chaw them hluav taws xob txuas ntxiv mus. Hauv qhov no, lub xeev thiab cov chaw haujlwm hauv zos tau tshaj tawm ntau txoj cai los txhawb kev txhim kho ntawm kev lag luam charging pile, suav nrog kev txhawb nqa txoj cai thiab kev taw qhia, kev pab nyiaj txiag, thiab cov hom phiaj tsim kho.
Nrog kev loj hlob tas mus li ntawm cov tsheb fais fab tshiab thiab kev txhawb nqa txoj cai, tus lej ntawm cov pawg them hluav taws xob hauv kuv lub tebchaws txuas ntxiv mus. Txij li lub Plaub Hlis 2023, tus lej ntawm cov pawg them hluav taws xob hauv kuv lub tebchaws yog 6.092 lab. Ntawm lawv, tus lej ntawm cov pawg them hluav taws xob rau pej xeem tau nce 52% xyoo-rau-xyoo mus rau 2.025 lab units, uas DC them hluav taws xob suav txog 42% thiabCov chaw them hluav taws xob ACsuav txog 58%. Vim tias cov chaw them hluav taws xob ntiag tug feem ntau yog sib sau ua ke nrog cov tsheb, kev loj hlob ntawm kev muaj tswv cuab tseem loj dua. Sai, nrog rau kev nce ntxiv txhua xyoo ntawm 104% mus rau 4.067 lab units.
Qhov piv ntawm lub tsheb thiab cov pawg hauv kuv lub tebchaws yog 2.5:1, uas yog qhov piv ntawm lub tsheb pej xeem thiab cov pawg yog 7.3:1. Qhov piv ntawm lub tsheb thiab cov pawg, uas yog, qhov piv ntawm cov tsheb fais fab tshiab thiab cov pawg them hluav taws xob. Los ntawm qhov pom ntawm cov khoom muag, thaum kawg ntawm xyoo 2022, qhov piv ntawm cov tsheb thiab cov pawg hauv kuv lub tebchaws yuav yog 2.5:1, thiab qhov sib txawv tag nrho maj mam poob qis, uas yog, cov chaw them hluav taws xob rau cov tsheb fais fab tshiab tau txhim kho tas li. Ntawm lawv, qhov piv ntawm cov tsheb pej xeem thiab cov pawg yog 7.3:1, uas tau maj mam nce txij li thaum kawg ntawm xyoo 2020. Qhov laj thawj yog tias kev muag khoom ntawm cov tsheb fais fab tshiab tau loj hlob sai thiab qhov kev loj hlob tau dhau qhov kev nce qib ntawm kev tsim kho ntawm cov pawg them hluav taws xob pej xeem; qhov piv ntawm cov tsheb ntiag tug thiab cov pawg yog 3.8:1, qhia txog qhov sib txawv maj mam poob qis. Qhov sib txawv no feem ntau yog vim muaj cov yam xws li kev txhawb nqa cov cai hauv tebchaws los txhawb kev tsim kho cov pawg them hluav taws xob ntiag tug hauv cov zej zog nyob.
Hais txog kev tawg ntawm cov pawg them hluav taws xob pej xeem, tus naj npawb ntawm cov pawg DC pej xeem: tus naj npawb ntawm cov pawg AC pej xeem ≈ 4: 6, yog li qhov piv ntawm cov pawg DC pej xeem yog li 17.2: 1, uas siab dua qhov piv ntawm cov pawg AC pej xeem ntawm 12.6: 1.
Qhov piv ntawm lub tsheb mus rau pawg tsheb qhia txog kev txhim kho maj mam tag nrho. Los ntawm qhov pom ntawm qhov pom, txij li thaum cov pawg tsheb them tshiab txhua hli, tshwj xeeb tshaj yog cov pawg tsheb them pej xeem tshiab, tsis muaj feem cuam tshuam nrog kev muag khoom ntawm cov tsheb fais fab tshiab, lawv muaj kev hloov pauv loj thiab ua rau muaj kev hloov pauv ntawm qhov piv ntawm pawg tsheb tshiab txhua hli. Yog li ntawd, txhua peb lub hlis Caliber yog siv los xam qhov piv ntawm lub tsheb mus rau pawg tsheb, uas yog, qhov ntim muag khoom ntawm cov tsheb fais fab tshiab ntxiv: tus lej ntawm cov pawg tsheb them tshiab ntxiv. Hauv 2023Q1, qhov piv ntawm lub tsheb mus rau pawg tsheb tshiab ntxiv yog 2.5: 1, qhia txog kev hloov pauv maj mam tag nrho. Ntawm lawv, qhov piv ntawm lub tsheb pej xeem tshiab mus rau pawg tsheb yog 9.8: 1, thiab qhov piv ntawm lub tsheb ntiag tug tshiab ntxiv yog 3.4: 1, uas kuj qhia txog kev txhim kho tseem ceeb.
1.3. Kev tsim cov chaw them hluav taws xob txawv teb chaws tsis zoo tag nrho, thiab lub peev xwm loj hlob kuj tseem ceeb heev.
1.3.1. Tebchaws Europe: Kev tsim kho lub zog tshiab txawv, tab sis muaj qhov sib txawv hauv cov pawg them hluav taws xob
Cov tsheb fais fab tshiab hauv Tebchaws Europe tab tom tsim kho sai thiab muaj tus nqi nkag mus siab. Tebchaws Europe yog ib qho ntawm cov cheeb tsam uas muab qhov tseem ceeb tshaj plaws rau kev tiv thaiv ib puag ncig hauv ntiaj teb. Tsav los ntawm cov cai thiab kev cai, kev lag luam tsheb fais fab tshiab hauv Tebchaws Europe tab tom tsim kho sai thiab tus nqi nkag mus ntawm lub zog tshiab siab. Mus txog 21.2%.
Qhov piv ntawm lub tsheb mus rau pawg hauv Tebchaws Europe siab heev, thiab muaj qhov sib txawv loj hauv cov chaw them hluav taws xob. Raws li IEA cov ntaub ntawv, qhov piv ntawm cov pawg tsheb pej xeem hauv Tebchaws Europe yuav yog li 14.4: 1 hauv xyoo 2022, uas cov pawg them hluav taws xob ceev pej xeem tsuas yog suav rau 13%. Txawm hais tias kev lag luam tsheb fais fab tshiab hauv Tebchaws Europe tab tom txhim kho sai, kev tsim cov chaw them hluav taws xob sib phim yog qhov rov qab qis, thiab muaj teeb meem xws li ob peb qhov chaw them hluav taws xob thiab qhov ceev them hluav taws xob qeeb.
Kev tsim kho lub zog tshiab tsis sib xws ntawm cov teb chaws Europe, thiab qhov sib piv ntawm cov tsheb pej xeem rau cov pawg kuj txawv. Hauv kev faib ua pawg, Norway thiab Sweden muaj qhov nkag mus siab tshaj plaws ntawm lub zog tshiab, ncav cuag 73.5% thiab 49.1% feem ntau hauv xyoo 2022, thiab qhov sib piv ntawm cov tsheb pej xeem rau cov pawg hauv ob lub teb chaws kuj siab dua li qhov nruab nrab European, ncav cuag 32.8: 1 thiab 25.0 feem ntau: 1.
Lub teb chaws Yelemees, United Kingdom, thiab Fabkis yog cov teb chaws muag tsheb loj tshaj plaws hauv Tebchaws Europe, thiab tus nqi nkag mus rau hauv lub zog tshiab kuj siab heev. Xyoo 2022, tus nqi nkag mus rau hauv lub zog tshiab hauv lub teb chaws Yelemees, United Kingdom, thiab Fabkis yuav ncav cuag 28.2%, 20.3%, thiab 17.3%, raws li, thiab qhov sib piv ntawm cov tsheb pej xeem yuav yog 24.5: 1, 18.8: 1, thiab 11.8: 1, raws li.
Hais txog cov cai, European Union thiab ntau lub tebchaws nyob sab Europe tau tsim cov cai txhawb nqa lossis cov cai pab them nqi uas cuam tshuam nrog kev tsim cov chaw them nqi los txhawb kev tsim cov chaw them nqi.
1.3.2. Tebchaws Meskas: Yuav tsum tsim cov chaw them hluav taws xob sai sai, thiab tsoomfwv thiab cov lag luam ua haujlwm ua ke
Ua ib lub lag luam tsheb loj tshaj plaws hauv ntiaj teb, Tebchaws Meskas tau ua tiav qeeb dua hauv kev lag luam lub zog tshiab dua li Tuam Tshoj thiab Tebchaws Europe. Xyoo 2022, kev muag khoom ntawm cov tsheb fais fab tshiab yuav tshaj 1 lab, nrog rau tus nqi nkag mus txog li 7.0%.
Tib lub sijhawm, kev txhim kho ntawm kev lag luam them hluav taws xob pej xeem hauv Tebchaws Meskas kuj qeeb heev, thiab cov chaw them hluav taws xob pej xeem tsis tau tiav. Xyoo 2022, qhov sib piv ntawm cov tsheb pej xeem rau cov pawg hauv Tebchaws Meskas yuav yog 23.1: 1, uas cov pawg them hluav taws xob pej xeem ceev ceev yuav suav txog 21.9%.
Tebchaws Meskas thiab qee lub xeev kuj tau tawm tswv yim cov cai txhawb nqa rau cov chaw them hluav taws xob, suav nrog ib qhov project los ntawm tsoomfwv Meskas los tsim 500,000 lub chaw them hluav taws xob uas muaj tag nrho US $ 7.5 billion. Tag nrho cov nyiaj uas muaj rau cov xeev nyob rau hauv qhov kev pab cuam NEVI yog $ 615 lab hauv xyoo 2022 thiab $ 885 lab hauv xyoo 2023. Nws tsim nyog sau cia tias cov chaw them hluav taws xob uas koom nrog hauv qhov project ntawm tsoomfwv Meskas yuav tsum tau tsim nyob rau hauv Tebchaws Meskas (suav nrog cov txheej txheem tsim khoom xws li tsev thiab kev sib dhos), thiab txog Lub Xya Hli 2024, tsawg kawg 55% ntawm tag nrho cov nqi khoom yuav tsum los ntawm Tebchaws Meskas.
Ntxiv rau cov kev txhawb nqa txoj cai, cov tuam txhab them nqi thiab cov tuam txhab tsheb kuj tau txhawb nqa kev tsim cov chaw them nqi, suav nrog Tesla qhib ib feem ntawm lub network them nqi, thiab ChargePoint, BP thiab lwm lub tuam txhab tsheb koom tes los xa thiab tsim cov pawg.
Muaj ntau lub tuam txhab them fais thoob plaws ntiaj teb kuj tseem tab tom nqis peev hauv Tebchaws Meskas los tsim cov chaw ua haujlwm tshiab, cov chaw tsim khoom lossis cov kab ntau lawm los tsim cov chaw them fais hauv Tebchaws Meskas.
2. Nrog rau kev txhim kho sai ntawm kev lag luam, kev lag luam them nqi txawv teb chaws muaj kev ywj pheej ntau dua
2.1. Qhov teeb meem ntawm kev tsim khoom yog nyob rau hauv lub module them, thiab qhov teeb meem ntawm kev mus txawv teb chaws yog nyob rau hauv daim ntawv pov thawj tus qauv.
2.1.1. Lub AC pawg muaj cov teeb meem qis, thiab lub hauv paus ntawm DC pawg yog lub module them.
Cov teeb meem tsim khoom ntawm AC charging piles yog qis, thiab lub module them nyiaj hauvDC charging pilesyog lub hauv paus tseem ceeb. Los ntawm qhov kev xav ntawm txoj cai ua haujlwm thiab cov qauv sib xyaw, kev hloov pauv AC / DC ntawm cov tsheb fais fab tshiab yog ua tiav los ntawm lub charger hauv lub tsheb thaum lub sijhawm them AC, yog li cov qauv ntawm AC them pawg yog qhov yooj yim thiab tus nqi qis. Hauv DC them, cov txheej txheem hloov pauv los ntawm AC mus rau DC yuav tsum tau ua tiav hauv lub pawg them, yog li nws yuav tsum tau ua tiav los ntawm lub module them. Lub module them cuam tshuam rau kev ruaj khov ntawm lub voj voog, kev ua tau zoo thiab kev nyab xeeb ntawm tag nrho pawg. Nws yog lub hauv paus tseem ceeb ntawm DC them pawg thiab yog ib qho ntawm cov khoom nrog cov teeb meem kev siv tshuab siab tshaj plaws. Cov neeg muag khoom them module suav nrog Huawei, Infy power, Sinexcel, thiab lwm yam.
2.1.2. Kev dhau daim ntawv pov thawj txuj ci txawv teb chaws yog ib qho tseem ceeb rau kev lag luam txawv teb chaws
Muaj cov teeb meem kev lees paub hauv kev lag luam txawv teb chaws. Tuam Tshoj, Tebchaws Europe, thiab Tebchaws Meskas tau tshaj tawm cov qauv ntawv pov thawj tsim nyog rau cov pawg them hluav taws xob, thiab kev dhau daim ntawv pov thawj yog qhov yuav tsum tau ua ua ntej nkag mus rau hauv kev lag luam. Cov qauv ntawv pov thawj ntawm Tuam Tshoj suav nrog CQC, thiab lwm yam, tab sis tsis muaj cov qauv ntawv pov thawj yuav tsum tau ua rau lub sijhawm no. Cov qauv ntawv pov thawj hauv Tebchaws Meskas suav nrog UL, FCC, Energy Star, thiab lwm yam. Cov qauv ntawv pov thawj hauv European Union feem ntau yog daim ntawv pov thawj CE, thiab qee lub tebchaws European kuj tau tshaj tawm lawv cov qauv ntawv pov thawj faib ua pawg. Feem ntau, qhov nyuaj ntawm cov qauv ntawv pov thawj yog Tebchaws Meskas > Tebchaws Europe > Tuam Tshoj.
2.2. Hauv Tebchaws: Kev ua haujlwm ntau heev, kev sib tw hnyav hauv tag nrho cov txuas pile, thiab kev loj hlob ntawm qhov chaw tas mus li
Cov neeg ua haujlwm hauv tsev them nqi zog siab heev, thiab muaj ntau tus neeg sib tw hauv tag nrho cov kev sib txuas ntawm cov chaw them nqi zog, thiab qhov kev teeb tsa kuj tawg ua tej daim me me. Los ntawm qhov kev xav ntawm cov neeg ua haujlwm them nqi zog, Xov Tooj thiab Xingxing Charging suav txog ze li ntawm 40% ntawm kev ua lag luam them nqi zog rau pej xeem, thiab kev ua lag luam muaj ntau heev, CR5 = 69.1%, CR10 = 86.9%, ntawm cov uas yog kev ua lag luam DC pej xeem CR5 = 80.7%, Kev ua lag luam sib txuas lus rau pej xeem CR5 = 65.8%. Saib tag nrho kev ua lag luam los ntawm hauv qab mus rau sab saum toj, ntau tus neeg ua haujlwm kuj tau tsim cov qauv sib txawv, xws li Xov Tooj, Xingxing Charging, thiab lwm yam, tso tawm sab saud thiab sab hauv qab ntawm cov saw hlau kev lag luam suav nrog tag nrho cov txheej txheem tsim khoom, thiab kuj muaj xws li Xiaoju Charging, Cloud Quick Charging, thiab lwm yam uas siv lub teeb. Cov qauv khoom muaj cov kev daws teeb meem chaw nres tsheb them nqi thib peb rau tag nrho cov chaw tsim khoom lossis tus neeg ua haujlwm. Muaj ntau tus neeg tsim khoom ntawm tag nrho cov pawg hauv Suav teb. Tsuas yog cov qauv kev sib koom ua ke ntsug xws li Xov Tooj thiab Star Charging, tag nrho cov qauv pawg yog tawg ua tej daim me me.
Tus naj npawb ntawm cov chaw them hluav taws xob pej xeem hauv kuv lub teb chaws yuav nce mus txog 7.6 lab los ntawm xyoo 2030. Xav txog kev txhim kho ntawm kuv lub teb chaws txoj kev lag luam tsheb fais fab tshiab thiab kev npaj txoj cai ntawm lub teb chaws, xeev thiab nroog, nws kwv yees tias los ntawm xyoo 2025 thiab 2030, tus naj npawb ntawm cov chaw them hluav taws xob pej xeem hauv Suav teb yuav nce mus txog 4.4 lab thiab 7.6 lab feem, thiab 2022-2025E thiab 2025E CAGR ntawm -2030E yog 35.7% thiab 11.6% feem. Tib lub sijhawm, qhov feem pua ntawm cov chaw them hluav taws xob pej xeem ceev hauv cov chaw them hluav taws xob pej xeem kuj tseem yuav maj mam nce. Nws kwv yees tias los ntawm xyoo 2030, 47.4% ntawm cov chaw them hluav taws xob pej xeem yuav yog cov chaw them hluav taws xob ceev, txhim kho kev paub ntawm tus neeg siv.
2.3. Tebchaws Europe: Kev tsim cov pawg them hluav taws xob tab tom nrawm dua, thiab qhov feem pua ntawm cov pawg them hluav taws xob ceev ceev tab tom nce ntxiv
Piv txwv li, piv txwv li, UK muaj cov neeg ua haujlwm them hluav taws xob tsawg dua li Tuam Tshoj. Ua ib lub tebchaws tshiab tseem ceeb hauv Tebchaws Europe, tus lej ntawm cov chaw them hluav taws xob pej xeem hauv UK yuav suav txog 9.9% hauv xyoo 2022. Los ntawm kev xav ntawm kev ua lag luam them hluav taws xob Askiv, kev ua lag luam tag nrho qis dua li ntawm kev ua lag luam Suav. Hauv kev ua lag luam them hluav taws xob pej xeem, ubitricity, Pod Point, bp pulse, thiab lwm yam muaj feem ntau dua ntawm kev ua lag luam, CR5 = 45.3%. Cov chaw them hluav taws xob pej xeem ceev thiab cov chaw them hluav taws xob ceev heev. Ntawm lawv, InstaVolt, bp pulse, thiab Tesla Supercharger (suav nrog qhib thiab Tesla-tshwj xeeb) suav txog ntau dua 10%, thiab CR5 = 52.7%. Ntawm tag nrho sab kev tsim khoom, cov neeg ua si loj hauv kev ua lag luam suav nrog ABB, Siemens, Schneider thiab lwm lub tuam txhab loj hauv kev lag luam hluav taws xob, nrog rau cov tuam txhab hluav taws xob uas paub txog kev teeb tsa ntawm kev lag luam them hluav taws xob los ntawm kev yuav khoom. Piv txwv li, BP tau yuav ib lub tuam txhab them fais fab loj tshaj plaws hauv UK xyoo 2018. 1. Chargemaster thiab Shell tau yuav ubitricity thiab lwm tus hauv xyoo 2021 (BP thiab Shell yog ob lub tuam txhab loj hauv kev lag luam roj).
Xyoo 2030, tus naj npawb ntawm cov chaw them hluav taws xob pej xeem hauv Tebchaws Europe yuav ncav cuag 2.38 lab, thiab qhov sib piv ntawm cov chaw them hluav taws xob ceev yuav txuas ntxiv mus. Raws li kev kwv yees, los ntawm xyoo 2025 thiab 2030, tus naj npawb ntawm cov chaw them hluav taws xob pej xeem hauv Tebchaws Europe yuav ncav cuag 1.2 lab thiab 2.38 lab feem, thiab CAGR ntawm 2022-2025E thiab 2025E-2030E yuav yog 32.8% thiab 14.7% feem. yuav tswj hwm, tab sis qhov sib piv ntawm cov chaw them hluav taws xob ceev pej xeem kuj nce ntxiv. Nws tau kwv yees tias los ntawm xyoo 2030, 20.2% ntawm cov chaw them hluav taws xob pej xeem yuav yog cov chaw them hluav taws xob ceev.
2.4. Tebchaws Meskas: Qhov chaw ua lag luam muaj kev ywj pheej ntau dua, thiab cov hom lag luam hauv zos tam sim no tswj hwm
Lub khw muag khoom them fais fab hauv Tebchaws Meskas muaj ntau dua li Tuam Tshoj thiab Tebchaws Europe, thiab cov hom lag luam hauv zos yog cov tseem ceeb. Los ntawm qhov pom ntawm tus lej ntawm cov chaw them fais fab, ChargePoint nyob hauv txoj haujlwm ua tus thawj coj nrog feem pua ntawm 54.9%, ua raws li Tesla nrog 10.9% (suav nrog Qib 2 thiab DC Fast), ua raws li Blink thiab SemaCharge, uas kuj yog cov tuam txhab Asmeskas. Los ntawm qhov pom ntawm tus lej ntawm cov chaw them fais fab EVSE, ChargePoint tseem siab dua lwm lub tuam txhab, suav txog 39.3%, ua raws li Tesla, suav txog 23.2% (suav nrog Qib 2 thiab DC Fast), ua raws li feem ntau yog cov tuam txhab Asmeskas.
Xyoo 2030, tus naj npawb ntawm cov chaw them hluav taws xob pej xeem hauv Tebchaws Meskas yuav ncav cuag 1.38 lab, thiab qhov sib piv ntawm cov chaw them hluav taws xob ceev yuav txuas ntxiv mus zoo dua. Raws li kev kwv yees, los ntawm xyoo 2025 thiab 2030, tus naj npawb ntawm cov chaw them hluav taws xob pej xeem hauv Tebchaws Meskas yuav ncav cuag 550,000 thiab 1.38 lab feem, thiab CAGR ntawm 2022-2025E thiab 2025E-2030E yuav yog 62.6% thiab 20.2%, feem. Zoo ib yam li qhov xwm txheej hauv Tebchaws Europe, cov chaw them hluav taws xob qeeb tseem nyob hauv feem ntau, tab sis qhov sib piv ntawm cov chaw them hluav taws xob ceev yuav txuas ntxiv mus zoo dua. Nws tau kwv yees tias los ntawm xyoo 2030, 27.5% ntawm cov chaw them hluav taws xob pej xeem yuav yog cov chaw them hluav taws xob ceev.
2.5. Kev Xam Qhov Chaw Ua Lag Luam
Raws li kev tshuaj xyuas saum toj no ntawm kev lag luam them hluav taws xob pej xeem hauv Suav teb, Tebchaws Europe, thiab Tebchaws Meskas, nws xav tias tus lej ntawm cov chaw them hluav taws xob pej xeem yuav loj hlob ntawm CAGR thaum lub sijhawm 2022-2025E, thiab tus lej ntawm cov chaw them hluav taws xob tshiab ntxiv txhua xyoo yuav tau txais los ntawm kev rho tawm tus lej ntawm cov khoom tuav. Hauv cov nqe lus ntawm cov khoom lag luam, cov chaw them hluav taws xob qeeb hauv tebchaws muaj tus nqi ntawm 2,000-4,000 yuan / teeb, thiab tus nqi txawv teb chaws yog 300-600 duas las / teeb (uas yog, 2,100-4,300 yuan / teeb). Tus nqi ntawm cov pawg them hluav taws xob ceev 120kW hauv tebchaws yog 50,000-70,000 yuan / teeb, thaum tus nqi ntawm cov pawg them hluav taws xob ceev 50-350kW txawv teb chaws tuaj yeem ncav cuag 30,000-150,000 duas las / teeb, thiab tus nqi ntawm 120kW pawg them hluav taws xob ceev yog li 50,000-60,000 duas las / teeb. Kwv yees tias los ntawm xyoo 2025, tag nrho qhov chaw ua lag luam ntawm cov pawg them hluav taws xob pej xeem hauv Suav teb, Tebchaws Europe, thiab Tebchaws Meskas yuav ncav cuag 71.06 billion yuan.
3. Kev tshuaj xyuas cov tuam txhab tseem ceeb
Cov tuam txhab txawv teb chaws hauv kev lag luam them hluav taws xob suav nrog ChargePoint, EVBox, Blink, BP Pulse, Shell, ABB, Siemens, thiab lwm yam. Cov tuam txhab hauv tebchaws suav nrog Autel, Sinexcel,CHINAEVSE, TGOOD, Gresgying, thiab lwm yam. Ntawm lawv, cov tuam txhab tsim pawg hauv tsev kuj tau ua qee qhov kev vam meej hauv kev mus rau txawv teb chaws. Piv txwv li, qee cov khoom ntawm CHINAEVSE tau txais daim ntawv pov thawj UL, CSA, Energy Star hauv Tebchaws Meskas thiab daim ntawv pov thawj CE, UKCA, MID hauv European Union. CHINAEVSE tau nkag mus rau BP Daim Ntawv Teev Npe ntawm cov neeg muab khoom thiab cov chaw tsim khoom ntawm pawg them.
Lub sijhawm tshaj tawm: Lub Xya Hli-10-2023