1. Cov khoom siv hluav taws xob yog cov khoom siv hluav taws xob ntxiv rau lub zog tshiab, thiab muaj qhov sib txawv ntawm kev txhim kho hauv tsev thiab txawv teb chaws
1.1.Lub charger pawg yog cov khoom siv hluav taws xob ntxiv rau lub zog tshiab
Lub charger pawg yog ib qho khoom siv rau lub tsheb tshiab lub zog los ntxiv rau lub zog hluav taws xob.Nws yog rau cov tsheb tshiab zog dab tsi qhov chaw nres tsheb roj yog roj tsheb.Qhov kev teeb tsa thiab kev siv cov xwm txheej ntawm cov pawg them nyiaj tau hloov pauv ntau dua li cov chaw nres tsheb roj, thiab cov hom kuj tseem nplua nuj dua.Raws li daim ntawv thov kev teeb tsa, nws tuaj yeem muab faib ua phab ntsa-mounted them pawg, ntsug them pawg, pawg them nyiaj txawb, thiab lwm yam, uas tsim nyog rau cov ntaub ntawv sib txawv;
Raws li kev faib tawm ntawm kev siv scenarios, nws tuaj yeem muab faib ua cov pawg them nyiaj tshwj xeeb, pawg them tshwj xeeb, pawg them nyiaj ntiag tug, thiab lwm yam. Cov pawg them nyiaj pej xeem muab cov kev pabcuam them nqi rau pej xeem, thiab cov pawg them tshwj xeeb feem ntau tsuas yog ua haujlwm rau sab hauv ntawm kev tsim kho. pawg tuam txhab, thaum lub chaw them nyiaj ntiag tug raug teeb tsa hauv cov pawg them nyiaj ntiag tug.Chaw nres tsheb, tsis qhib rau pej xeem;
Raws li kev faib tawm ntawm kev them nqi ceev (them lub zog), nws tuaj yeem muab faib ua pawg them ceev ceev thiab qeeb them pawg;Raws li kev faib tawm ntawm kev them nyiaj thev naus laus zis, nws tuaj yeem muab faib ua DC charging pawg thiab AC them pawg.Feem ntau hais lus, DC charging pawg muaj lub zog them ntau dua thiab them ceev ceev, thaum AC them pawg them qeeb.
Hauv Tebchaws Meskas, cov khoom siv them nyiaj feem ntau yog muab faib ua ntau theem raws li lub zog, ntawm qib 1 thiabQib 2feem ntau yog AC charging pawg, uas yog tsim rau yuav luag txhua lub tsheb fais fab tshiab, thaum lub tsheb thauj khoom ceev tsis haum rau txhua lub tsheb tshiab, thiab Ntau hom tau muab los ntawm cov qauv sib txawv xws li J1772, CHAdeMO, Tesla, thiab lwm yam.
Tam sim no, tsis muaj kev sib koom ua ke them nyiaj interface tus qauv hauv ntiaj teb.Cov qauv kev sib txuas tseem ceeb suav nrog Tuam Tshoj tus GB / T, Nyiv lub CHAOmedo, European Union IEC 62196, Tebchaws Asmeskas SAE J1772, thiab IEC 62196.
1.2.Kev loj hlob ntawm lub zog tshiab tsheb thiab txoj cai pab txhawb kev txhim kho kom ruaj khov ntawm kev them nyiaj hauv kuv lub tebchaws
kuv lub teb chaws tshiab lub zog tsheb kev lag luam tab tom loj hlob sai.kuv lub teb chaws lub zog tshiab tsheb txuas ntxiv txhim kho, tshwj xeeb tshaj yog txij li xyoo 2020, kev nkag mus ntawm cov tsheb tshiab lub zog tau nce sai, thiab los ntawm 2022 qhov nkag mus ntawm lub zog tshiab tsheb tau dhau 25%.Tus naj npawb ntawm lub zog tshiab tsheb kuj tseem yuav nce ntxiv.Raws li kev txheeb cais ntawm Ministry of Public Security, qhov kev faib ua feem ntawm lub zog tshiab tsheb rau tag nrho cov tsheb hauv 2022 yuav ncav cuag 4.1%.
Lub xeev tau tshaj tawm ntau txoj cai los txhawb txoj kev loj hlob ntawm kev lag luam hauv kev lag luam.Kev muag khoom thiab kev ua tswv cuab ntawm lub zog tshiab tsheb hauv kuv lub teb chaws txuas ntxiv mus, thiab sib txuas, qhov kev thov rau cov chaw them nqi txuas ntxiv nthuav dav.Nyob rau hauv no hais txog, lub xeev thiab cov koom haum hauv cheeb tsam tau tshaj tawm ntau txoj cai los txhawb txoj kev loj hlob ntawm cov khoom siv hluav taws xob, suav nrog kev txhawb nqa thiab kev taw qhia, kev pab nyiaj txiag, thiab cov hom phiaj kev tsim kho.
Nrog rau kev loj hlob tsis tu ncua ntawm lub zog tshiab tsheb thiab kev txhawb nqa txoj cai, tus naj npawb ntawm cov nqi them hauv kuv lub teb chaws tseem nce ntxiv.Raws li lub Plaub Hlis 2023, tus naj npawb ntawm cov nqi them hauv kuv lub tebchaws yog 6.092 lab.Ntawm lawv, tus naj npawb ntawm cov pej xeem them pawg tau nce 52% xyoo-rau-xyoo rau 2.025 lab units, ntawm cov DC charging pawg suav txog 42% thiabAC charging pawgsuav rau 58%.Txij li thaum tus kheej them pawg feem ntau yog sib sau ua ke nrog cov tsheb, kev loj hlob ntawm kev ua tswv cuab yog ntau dua.Ceev ceev, nrog rau ib lub xyoo nce ntawm 104% rau 4.067 lab units.
Lub tsheb-rau-pile piv nyob rau hauv kuv lub teb chaws yog 2.5: 1, uas cov pej xeem tsheb-rau-pile piv yog 7.3: 1.Tsheb-rau-pile ratio, uas yog, qhov piv ntawm lub zog tshiab tsheb rau them pawg.Los ntawm qhov kev xav ntawm cov khoom muag, los ntawm qhov kawg ntawm 2022, qhov piv ntawm cov tsheb mus rau pawg hauv kuv lub teb chaws yuav yog 2.5: 1, thiab tag nrho cov qauv yog maj mam poob qis, uas yog, cov chaw them nyiaj rau lub zog tshiab tau txhim kho tas li.Ntawm lawv, qhov piv ntawm cov tsheb pej xeem rau pawg yog 7.3: 1, uas tau maj mam nce txij li thaum kawg ntawm 2020. Qhov laj thawj yog vim li cas kev muag khoom ntawm lub zog tshiab tsheb tau loj hlob sai thiab qhov kev loj hlob tau dhau los ntawm kev tsim kho ntawm pej xeem kev them nqi. pawg;qhov piv ntawm cov tsheb ntiag tug rau pawg yog 3.8: 1, uas qhia tias maj mam poob.Cov qauv no feem ntau yog los ntawm cov yam ntxwv xws li kev txhawb nqa zoo ntawm lub teb chaws txoj cai los txhawb kev tsim kho ntawm cov chaw them nyiaj ntiag tug hauv cov zej zog.
Nyob rau hauv cov nqe lus ntawm kev puas tsuaj ntawm pej xeem cov pawg, cov pej xeem DC pawg: cov pej xeem AC pawg ≈ 4:6, yog li qhov piv ntawm pej xeem DC pawg yog li 17.2: 1, uas yog siab tshaj qhov piv ntawm pej xeem AC pawg. ua 12.6:1.
Qhov sib ntxiv ntawm lub tsheb-rau-pile piv qhia tau hais tias kev txhim kho zuj zus ntxiv rau tag nrho.Los ntawm qhov nce ntxiv ntawm qhov pom, txij li cov pawg them nyiaj tshiab txhua hli, tshwj xeeb tshaj yog cov pawg them nyiaj tshiab rau pej xeem, tsis muaj feem cuam tshuam nrog kev muag khoom ntawm lub zog tshiab, lawv muaj kev hloov pauv loj thiab ua rau muaj kev hloov pauv ntawm cov tsheb tshiab txhua hli.Yog li ntawd, peb lub hlis twg Lub caliber yog siv los xam cov incremental tsheb-rau-pile ratio, uas yog, qhov muag ntim ntawm tshiab tshiab ntxiv zog tsheb: tus naj npawb ntawm cov tshiab tshiab them pawg.Nyob rau hauv 2023Q1, qhov tshiab ntxiv tsheb-rau-pile piv yog 2.5: 1, uas qhia ib tug maj mam downward tag nrho.Ntawm lawv, cov pej xeem tsheb tshiab-rau-pile piv yog 9.8: 1, thiab cov tshiab tshiab ntxiv tsheb-rau-pile piv yog 3.4: 1, uas kuj qhia tau tias muaj kev txhim kho tseem ceeb.sib.
1.3.Kev tsim kho cov chaw them nyiaj txawv teb chaws tsis zoo tag nrho, thiab kev loj hlob muaj peev xwm loj heev
1.3.1.Teb chaws Europe: Txoj kev loj hlob ntawm lub zog tshiab yog qhov txawv, tab sis muaj qhov sib txawv ntawm kev them nqi
Tshiab zog tsheb nyob rau hauv cov teb chaws Europe tab tom loj hlob sai heev thiab muaj ib tug siab nkag mus.Teb chaws Europe yog ib qho ntawm cov cheeb tsam uas txuas qhov tseem ceeb tshaj plaws rau kev tiv thaiv ib puag ncig hauv ntiaj teb.Tsav los ntawm cov cai thiab cov kev cai, European lub zog tshiab tsheb kev lag luam tau txhim kho sai thiab nkag mus rau lub zog tshiab yog siab.Txog 21.2%.
Lub tsheb-rau-pile piv hauv Tebchaws Europe yog siab, thiab muaj qhov sib txawv loj hauv cov chaw them nyiaj.Raws li kev txheeb cais ntawm IEA, qhov piv ntawm cov tsheb thauj neeg pej xeem hauv Tebchaws Europe yuav yog li 14.4: 1 hauv 2022, ntawm cov pej xeem ceev them pawg yuav tsuas yog 13%.Txawm hais tias European lub zog tshiab lub tsheb lag luam tab tom txhim kho sai, kev tsim kho ntawm cov chaw them nqi sib xws yog rov qab, thiab muaj teeb meem xws li ob peb lub chaw them nqi thiab them qeeb qeeb.
Txoj kev loj hlob ntawm lub zog tshiab yog tsis sib npaug ntawm cov teb chaws Europe, thiab qhov piv ntawm cov tsheb pej xeem mus rau pawg kuj txawv.Nyob rau hauv cov nqe lus ntawm subdivision, Norway thiab Sweden muaj lub siab tshaj plaws nkag mus rau lub zog tshiab, mus txog 73.5% thiab 49.1% raws li nyob rau hauv 2022, thiab cov piv txwv ntawm pej xeem tsheb rau pawg nyob rau hauv ob lub teb chaws kuj siab tshaj qhov nruab nrab nyob sab Europe, mus txog 32.8: 1 thiab 25.0: 1.
Lub teb chaws Yelemees, United Kingdom, thiab Fabkis yog lub teb chaws muag tsheb loj tshaj plaws nyob rau hauv cov teb chaws Europe, thiab kev nkag mus ntawm lub zog tshiab kuj yog siab heev.Nyob rau hauv 2022, tus tshiab zog nkag mus rau hauv lub teb chaws Yelemees, lub tebchaws United Kingdom, thiab Fabkis yuav mus txog 28.2%, 20.3%, thiab 17.3%, feem, thiab pej xeem tsheb-pile ratios yuav 24.5: 1, 18.8: 1, thiab 11.8. :1, ua.
Hais txog cov cai, European Union thiab ntau lub tebchaws nyob sab Europe tau ua tiav cov cai txhawb nqa lossis kev them nyiaj pabcuam cov cai cuam tshuam txog kev tsim cov chaw them nyiaj los txhawb kev txhim kho cov chaw them nyiaj.
1.3.2.Tebchaws Asmeskas: Cov chaw them nyiaj yuav tsum tau tsim kho sai, thiab tsoomfwv thiab cov tuam txhab ua haujlwm ua ke
Raws li ib qho ntawm cov kev lag luam tsheb loj tshaj plaws hauv ntiaj teb, Tebchaws Meskas tau ua qeeb qeeb hauv kev lag luam ntawm lub zog tshiab dua li Tuam Tshoj thiab Europe.Nyob rau hauv 2022, kev muag khoom ntawm lub zog tshiab tsheb yuav tshaj 1 lab, nrog rau tus nqi nkag mus txog 7.0%.
Nyob rau tib lub sijhawm, txoj kev loj hlob ntawm cov pej xeem them pawg lag luam hauv Tebchaws Meskas kuj tseem qeeb, thiab cov chaw them nqi pej xeem tsis tiav.Xyoo 2022, qhov piv ntawm cov tsheb thauj neeg pej xeem mus rau pawg hauv Tebchaws Meskas yuav yog 23.1: 1, ntawm cov tsheb thauj neeg ceev ceev yuav suav txog 21.9%.
Tebchaws Asmeskas thiab qee lub xeev kuj tau tshaj tawm txoj cai txhawb nqa rau cov chaw them nyiaj, suav nrog tsoomfwv Meskas txoj haujlwm los tsim 500,000 cov nqi them tag nrho $ 7.5 billion.Tag nrho cov muaj nyob rau hauv cov xeev raws li NEVI qhov kev pab cuam yog $ 615 lab hauv FY 2022 thiab $ 885 lab hauv FY 2023. Nws yog ib qho tsim nyog yuav tsum nco ntsoov tias cov nqi them nyiaj koom nrog txoj haujlwm ntawm tsoomfwv Meskas yuav tsum tau tsim nyob rau hauv Tebchaws Meskas (suav nrog cov txheej txheem tsim khoom. xws li vaj tse thiab kev sib dhos), thiab los ntawm Lub Xya Hli 2024, tsawg kawg 55% ntawm tag nrho cov nqi tiv thaiv yuav tsum tau los ntawm Tebchaws Meskas.
Ntxiv rau cov kev txhawb nqa txoj cai, cov tuam txhab them nqi thiab cov tuam txhab tsheb kuj tseem txhawb nqa kev tsim kho cov chaw them nqi, suav nrog Tesla qhib ntawm ib feem ntawm lub network them nyiaj, thiab ChargePoint, BP thiab lwm lub tuam txhab tsheb sib koom ua ke los tsim thiab tsim pawg.
Ntau lub tuam txhab them nqi thoob ntiaj teb kuj tseem nqis peev hauv Tebchaws Meskas los tsim lub hauv paus tshiab, cov chaw lossis cov kab ntau lawm los tsim cov pawg them nyiaj hauv Tebchaws Meskas.
2. Nrog rau kev loj hlob sai ntawm kev lag luam, kev lag luam tawm txawv teb chaws tau hloov pauv ntau dua
2.1.Qhov teeb meem rau kev tsim khoom yog nyob rau hauv lub charger module, thiab lub barrier mus rau txawv teb chaws yog nyob rau hauv cov qauv ntawv pov thawj
2.1.1.Lub AC pawg muaj qhov teeb meem tsawg, thiab cov tub ntxhais ntawm DC pawg yog lub them nyiaj module
Kev tsim cov teeb meem ntawm AC charging pawg yog tsawg, thiab cov qauv them nyiaj hauvDC charging pawgyog lub hauv paus ntsiab lus.Los ntawm txoj kev xav ntawm kev ua hauj lwm hauv paus ntsiab lus thiab cov qauv tsim, AC / DC hloov dua siab tshiab ntawm lub zog tshiab yog pom tau los ntawm cov khoom siv hluav taws xob hauv lub tsheb thaum lub sij hawm AC them, yog li cov qauv ntawm AC charging pawg yog qhov yooj yim thiab tus nqi qis. .Hauv DC them, cov txheej txheem hloov pauv ntawm AC mus rau DC yuav tsum ua kom tiav hauv pawg them nyiaj, yog li nws yuav tsum tau ua tiav los ntawm kev them nyiaj module.Lub charger module cuam tshuam rau kev ruaj ntseg ntawm Circuit Court, kev ua haujlwm thiab kev nyab xeeb ntawm tag nrho pawg.Nws yog lub hauv paus tseem ceeb ntawm DC charging pawg thiab ib qho ntawm cov khoom uas muaj kev cuam tshuam ntau tshaj plaws.Cov khoom siv them nqi suav nrog Huawei, Infy zog, Sinexcel, thiab lwm yam.
2.1.2.Kev hla cov ntawv pov thawj txawv teb chaws yog qhov tsim nyog rau kev lag luam txawv teb chaws
Cov ntawv pov thawj muaj nyob rau hauv kev lag luam txawv teb chaws.Tuam Tshoj, Tebchaws Europe, thiab Tebchaws Meskas tau tshaj tawm cov qauv ntawv pov thawj cuam tshuam rau kev them nqi, thiab kev lees paub dhau los yog qhov yuav tsum tau ua ua ntej rau kev nkag mus rau hauv kev ua lag luam.Tuam Tshoj cov qauv ntawv pov thawj suav nrog CQC, thiab lwm yam, tab sis tsis muaj cov qauv ntawv pov thawj yuav tsum tau ua rau lub sijhawm.Cov qauv ntawv pov thawj hauv Tebchaws Meskas suav nrog UL, FCC, Lub Hnub Qub Zog, thiab lwm yam. Cov qauv ntawv pov thawj hauv European Union feem ntau yog daim ntawv pov thawj CE, thiab qee lub tebchaws nyob sab Europe kuj tau tshaj tawm lawv tus kheej cov ntawv pov thawj subdivided.Ntawm tag nrho, qhov nyuaj ntawm cov qauv ntawv pov thawj yog Tebchaws Meskas > Europe > Tuam Tshoj.
2.2.Hauv tsev: Kev ua haujlwm siab ntawm kev ua haujlwm kawg, kev sib tw hnyav hauv tag nrho pawg txuas, thiab kev loj hlob tsis tu ncua ntawm qhov chaw
Lub concentration ntawm domestic charging pawg neeg ua haujlwm yog qhov siab, thiab muaj ntau tus neeg sib tw nyob rau hauv tag nrho cov pawg them nyiaj txuas, thiab cov layout kuj tawg.Los ntawm kev xav ntawm cov neeg ua haujlwm them nyiaj, Xov tooj thiab Xingxing Them nyiaj rau ze li ntawm 40% ntawm cov pej xeem them pawg ua lag luam, thiab kev lag luam kev lag luam yog qhov siab, CR5 = 69.1%, CR10 = 86.9%, ntawm cov pej xeem DC pawg ua lag luam CR5 = 80.7%, Kev sib txuas lus pej xeem pawg ua lag luam CR5 = 65.8%.Saib ntawm tag nrho cov lag luam hauv qab mus rau sab saum toj, ntau tus tswv lag luam kuj tau tsim cov qauv sib txawv, xws li Xov Tooj, Xingxing Charging, thiab lwm yam, nteg tawm sab saud thiab nqes dej ntawm cov khoom lag luam nrog rau tag nrho cov txheej txheem tsim khoom, thiab tseem muaj xws li Xiaoju Charging, Cloud Quick Charging, thiab lwm yam uas txais yuav lub teeb Lub cuab tam qauv muab cov neeg sab nrauv them chaw nres tsheb daws teeb meem rau tag nrho pawg tsim khoom lossis tus neeg teb xov tooj.Muaj ntau ntau manufacturers ntawm tag nrho pawg nyob rau hauv Suav teb.Tsuas yog cov qauv kev sib koom ua ke ntsug xws li Xov Tooj thiab Hnub Qub Charging, tag nrho cov qauv ntawm pawg yog sib cais.
Tus naj npawb ntawm cov pej xeem them pawg hauv kuv lub teb chaws yuav tsum ncav cuag 7.6 lab los ntawm 2030. Xav txog kev txhim kho ntawm kuv lub teb chaws txoj kev lag luam tsheb tshiab thiab txoj cai kev npaj ntawm lub teb chaws, xeev thiab nroog, kwv yees tias los ntawm 2025 thiab 2030, lub Tus naj npawb ntawm cov pej xeem them pawg hauv Suav teb yuav ncav cuag 4.4 lab thiab 7.6 lab raws li, thiab 2022-2025E thiab 2025E Lub CAGR ntawm -2030E yog 35.7% thiab 11.6% raws li.Nyob rau tib lub sijhawm, qhov kev faib ua feem ntawm cov pej xeem ceev them pawg hauv cov pawg pej xeem kuj yuav maj mam nce.Nws kwv yees tias los ntawm 2030, 47.4% ntawm cov pej xeem them pawg yuav yog pawg them ceev ceev, ntxiv kev txhim kho cov neeg siv khoom.
2.3.Teb chaws Europe: Kev tsim kho ntawm cov pawg them nyiaj tau nrawm dua, thiab qhov feem pua ntawm cov nqi them ceev tau nce ntxiv
Ua rau UK ua piv txwv, kev ua lag luam concentration ntawm cov neeg ua haujlwm them nqi qis dua li ntawm Tuam Tshoj.Raws li ib qho ntawm lub teb chaws tshiab lub zog tshiab hauv Tebchaws Europe, cov pej xeem them pawg hauv UK yuav suav txog 9.9% hauv 2022. Los ntawm kev xav ntawm British charging pawg lag luam, tag nrho cov kev lag luam concentration yog qis dua li ntawm Tuam Tshoj ua lag luam. .Nyob rau hauv pej xeem them pawg ua lag luam, ubitricity, Pod Point, bp mem tes, thiab lwm yam. muaj kev lag luam ntau dua, CR5 = 45.3%.Cov pawg them nyiaj ceev ceev rau pej xeem thiab cov pawg them nyiaj ceev ceev Ntawm lawv, InstaVolt, bp pulse, thiab Tesla Supercharger (xws li qhib thiab Tesla tshwj xeeb) suav txog ntau dua 10%, thiab CR5 = 52.7%.Ntawm tag nrho pawg tsim khoom, cov neeg ua lag luam tseem ceeb suav nrog ABB, Siemens, Schneider thiab lwm cov tuam txhab lag luam loj hauv kev lag luam hluav taws xob, nrog rau cov tuam txhab hluav taws xob uas paub txog qhov teeb tsa ntawm kev lag luam pawg los ntawm kev yuav khoom.Piv txwv li, BP tau txais ib lub tuam txhab hluav taws xob tsheb loj tshaj plaws hauv UK hauv 2018. 1. Chargemaster thiab Plhaub tau txais ubitricity thiab lwm tus hauv 2021 (BP thiab Plhaub yog ob qho tib si roj kev lag luam loj).
Nyob rau hauv 2030, cov pej xeem them pawg nyob rau hauv cov teb chaws Europe yuav tsum mus txog 2.38 lab, thiab cov feem pua ntawm cov ceev them pawg yuav nce mus ntxiv.Raws li kev kwv yees, los ntawm 2025 thiab 2030, cov pej xeem them pawg hauv Tebchaws Europe yuav ncav cuag 1.2 lab thiab 2.38 lab raws li, thiab CAGR ntawm 2022-2025E thiab 2025E-2030E yuav yog 32.8% thiab 14.7% feem.yuav dominate, tab sis qhov feem pua ntawm cov pej xeem ceev them pawg kuj nce.Nws kwv yees tias los ntawm 2030, 20.2% ntawm cov pej xeem them pawg yuav yog pawg them ceev ceev.
2.4.Tebchaws Asmeskas: Qhov chaw ua lag luam hloov pauv tau yooj yim dua, thiab cov khoom lag luam hauv zos tam sim no yeej
Kev them nyiaj network kev lag luam concentration hauv Tebchaws Meskas yog siab dua li hauv Suav teb thiab Europe, thiab cov khoom lag luam hauv zos muaj zog.Los ntawm qhov kev xav ntawm tus naj npawb ntawm cov chaw them nyiaj network, ChargePoint tuav txoj haujlwm ua thawj coj nrog qhov feem ntawm 54.9%, tom qab ntawd Tesla nrog 10.9% (xws li Theem 2 thiab DC Fast), ua raws li Blink thiab SemaCharge, uas yog cov tuam txhab Asmeskas.Los ntawm qhov kev xav ntawm tus naj npawb ntawm kev them nyiaj EVSE cov chaw nres nkoj, ChargePoint tseem siab dua lwm cov tuam txhab, suav txog 39.3%, ua raws Tesla, suav txog 23.2% (xws li Qib 2 thiab DC Fast), ua raws li cov tuam txhab Asmeskas feem ntau.
Xyoo 2030, tus naj npawb ntawm cov pej xeem them pawg hauv Tebchaws Meskas yuav tsum ncav cuag 1.38 lab, thiab qhov feem pua ntawm cov nqi them ceev yuav txuas ntxiv mus.Raws li kev kwv yees, los ntawm 2025 thiab 2030, cov pej xeem them pawg hauv Tebchaws Meskas yuav ncav cuag 550,000 thiab 1.38 lab raws li, thiab CAGR ntawm 2022-2025E thiab 2025E-2030E yuav yog 62.6% thiab 20.2%, ntsig txog.Zoo ib yam li cov xwm txheej hauv Tebchaws Europe, Kev them nyiaj qeeb qeeb tseem nyob hauv feem ntau, tab sis qhov feem pua ntawm cov nqi them ceev yuav txuas ntxiv mus.Nws kwv yees tias los ntawm 2030, 27.5% ntawm cov pej xeem them pawg yuav yog pawg them ceev ceev.
2.5.Kev Ua Lag Luam Chaw Ua Lag Luam
Raws li cov kev soj ntsuam saum toj no ntawm cov pej xeem them pawg kev lag luam hauv Suav teb, Tebchaws Europe, thiab Tebchaws Meskas, nws tau xav tias cov pej xeem cov pawg them nyiaj yuav loj hlob ntawm CAGR thaum lub sijhawm 2022-2025E, thiab cov lej ntawm cov pawg them nyiaj tshiab. ntxiv txhua xyoo yuav tau txais los ntawm rho tawm tus naj npawb ntawm cov tuav.Hais txog tus nqi ntawm cov khoom lag luam, cov khoom lag luam qeeb qeeb yog tus nqi ntawm 2,000-4,000 yuan / teeb, thiab cov nqi txawv teb chaws yog 300-600 las / teeb (uas yog, 2,100-4,300 yuan / teeb).Tus nqi ntawm domestic 120kW fast-them pawg yog 50,000-70,000 yuan / teeb, thaum tus nqi ntawm txawv teb chaws 50-350kW fast-them pawg tuaj yeem ncav cuag 30,000-150,000 las / teeb, thiab tus nqi ntawm 120kW ceev-them 05 00 pawg, -60,000$/set.Nws tau kwv yees tias los ntawm 2025, tag nrho cov chaw lag luam ntawm cov pej xeem them pawg hauv Suav teb, 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 nyiaj suav nrog ChargePoint, EVBox, Blink, BP Pulse, Plhaub, ABB, Siemens, thiab lwm yam. Cov tuam txhab hauv tsev muaj xws li Autel, Sinexcel,CHINAEVSE, TGOOD, Gresgying, thiab lwm yam. Ntawm lawv, cov tuam txhab pawg hauv tsev kuj tau ua qee yam kev nce qib hauv kev mus txawv teb chaws.Piv txwv li, qee cov khoom ntawm CHINAEVSE tau txais ntawv pov thawj UL, CSA, Zog Hnub Qub hauv Tebchaws Meskas thiab CE, UKCA, MID daim ntawv pov thawj hauv European Union.CHINAEVSE tau nkag mus rau BP Daim ntawv teev cov khoom siv thiab cov chaw tsim khoom.
Post lub sij hawm: Lub Xya hli ntuj-10-2023