Nrog rau kev nruj ntawm cov cai, kev ua lag luam them nqi hauv Tebchaws Europe thiab Tebchaws Meskas tau nkag mus rau lub sijhawm ntawm kev loj hlob sai.
1) Tebchaws Europe: Kev tsim cov pawg them hluav taws xob tsis nrawm npaum li qhov kev loj hlob ntawm cov tsheb fais fab tshiab, thiab qhov sib txawv ntawm qhov sib piv ntawm cov tsheb rau cov pawg tau dhau los ua qhov pom tseeb. Kev muag khoom ntawm cov tsheb fais fab tshiab hauv Tebchaws Europe yuav nce ntxiv los ntawm 212,000 hauv xyoo 2016 mus rau 2.60 lab hauv xyoo 2022, nrog CAGR ntawm 52.44%. Qhov sib piv ntawm lub tsheb rau pawg yuav siab txog 16: 1 hauv xyoo 2022, ua rau nws nyuaj rau ua kom tau raws li qhov xav tau kev them hluav taws xob txhua hnub ntawm cov neeg siv.
2) Tebchaws Meskas: Muaj qhov sib txawv loj ntawm kev thov rau cov pawg them hluav taws xob. Nyob rau hauv keeb kwm yav dhau los ntawm kev rov qab los ntawm kev siv, kev muag khoom ntawm cov tsheb fais fab tshiab hauv Tebchaws Meskas tau rov qab loj hlob sai, thiab tus lej ntawm cov tsheb fais fab tshiab hauv Tebchaws Meskas tau nce ntxiv los ntawm 570,000 hauv xyoo 2016 mus rau 2.96 lab hauv xyoo 2022; qhov sib piv ntawm cov tsheb rau cov pawg hauv tib lub xyoo yog siab txog 18: 1.pawg them nqiqhov sib txawv.
3) Raws li kev xam suav, qhov loj ntawm kev ua lag luam ntawm cov pawg them hluav taws xob hauv Tebchaws Europe yuav ncav cuag 40 billion yuan hauv xyoo 2025, thiab qhov loj ntawm kev ua lag luam ntawm cov pawg them hluav taws xob hauv Tebchaws Meskas yuav ncav cuag 30 billion yuan, uas yog qhov nce ntxiv ntau los ntawm 16.1 billion thiab 24.8 billion hauv xyoo 2022.
4) Cov lag luam European thiab Asmeskas muaj nqi siab dua, thiab cov nyiaj tau los ntawm cov tuam txhab pile loj heev, thiabpawg neeg Suavcov tuam txhab yuav tsum ua kom lawv txoj kev nthuav dav mus rau txawv teb chaws sai dua.
Ntawm sab muab khoom, khoom + channel + tom qab muag, cov chaw tsim khoom hauv tsev muaj ntau lub davhlau ya nyob twg thiab tus qauv tsim.
1) Cov Khoom: Cov khoom siv them fais fab txawv teb chaws muaj cov kev cai nruj heev thiab lub voj voog ntawv pov thawj ntev. Kev dhau daim ntawv pov thawj tsuas yog txhais tau tias tau txais "daim ntawv hla tebchaws khoom". Txhawm rau nthuav dav kev lag luam txawv teb chaws, cov chaw tsim khoom hauv tsev tseem yuav tsum tau sib sau ua ke cov khoom thiab cov txiaj ntsig ntawm kev xa khoom. Tam sim no, cov chaw tsim khoom siv fais fab yog thawj tus ua tiav lawv cov khoom mus rau txawv teb chaws, thiab tag nrho cov tuam txhab lag luam maj mam nthuav dav mus rau thaj chaw sab saud.
2) Cov Kev Sib Txuas Lus: Nyob rau theem no, kuv lub teb chaws cov tuam txhab pile feem ntau yog raws li lawv tus kheej cov yam ntxwv ua lag luam thiab cov txiaj ntsig, khi tob rau ib txoj kev tshwj xeeb kom ua tiav kev lag luam txawv teb chaws.
3) Tom qab muag: cov tuam txhab pile hauv kuv lub teb chaws muaj qhov tsis zoo hauv kev muag khoom tom qab txawv teb chaws. Kev tsim kom muaj lub network tom qab muag yog qhov tseem ceeb rau kev vam meej mus sij hawm ntev. Nws muab rau cov neeg siv nrog kev paub txog kev pabcuam zoo tshaj plaws hauv tag nrho cov txheej txheem txij li kev yuav khoom mus txog tom qab muag, yog li txhim kho qhov zoo ntawm kev sib tw ntawm cov pile them hauv kev lag luam txawv teb chaws.
Hais txog kev sib tw ua lag luam, Tebchaws Europe tau tawg ua tej daim me me thiab North America tau sib sau ua ke.
1) Tebchaws Europe: Txawm hais tias kev lag luam them hluav taws xob rau pej xeem yog tswj hwm los ntawm cov neeg ua haujlwm, muaj ntau tus neeg tsim khoom koom nrog thiab qhov sib txawv me me, thiab kev lag luam concentration tsawg; kev txhim kho ntawmthem ceev ceevKev ua lag luam uas cov tuam txhab tsheb tswj hwm tsis sib npaug heev. Cov tuam txhab tsim khoom hauv Suav teb tuaj yeem siv lawv cov thev naus laus zis thiab qhov zoo ntawm Channel ua rau cov khoom xa mus rau txawv teb chaws, thiab xa cov lag luam them ceev ceev hauv Tebchaws Europe ua ntej.
2) North America: Kev lag luam them fais fab hauv North America muaj cov teebmeem pom tseeb. ChargePoint, lub tuam txhab ua lag luam teeb pom kev zoo, thiab Tesla, lub tuam txhab tsheb tshiab thoob ntiaj teb, tab tom tsom mus rau kev siv cov tes hauj lwm them fais fab sai. Kev sib sau ua ke ntawm kev ua lag luam siab ua rau muaj kev sib tw ntau, ua rau nws nyuaj rau cov tuam txhab tsim khoom los ntawm lwm lub tebchaws nkag mus rau hauv kev lag luam loj.
Saib rau yav tom ntej, kev them ceev + kua txias, qhov kev loj hlob ntawm kev them cov pawg mus txawv teb chaws yog qhov tseeb.
1) Kev them ceev: Kev them ceev ceev high-voltage yog ib qho tshiab hauv kev hloov pauv ntawm cov thev naus laus zis ntxiv zog. Feem ntau ntawm cov chaw them ceev DC tam sim no hauv kev ua lag luam muaj lub zog ntawm60kWthiab160kWYav tom ntej, nws yuav tsum txhawb kom cov pawg them ceev ceev saum 350kW siv tau. Kuv lub teb chaws cov chaw tsim khoom them module muaj cov khoom siv thev naus laus zis nplua nuj, thiab xav kom ua kom nrawm dua qhov kev teeb tsa ntawm cov modules muaj zog siab txawv teb chaws thiab txeeb cov feem ntawm kev ua lag luam ua ntej.
2) Kev txias ua kua: Hauv qhov xwm txheej ntawm kev nce zog ntawm cov pawg them ceev ceev, cov txheej txheem cua txias ib txwm nyuaj rau ua kom tau raws li qhov xav tau ntawm cov khoom siv them hluav taws xob siab; los ntawm qhov kev xav ntawm tag nrho lub voj voog lub neej, cov modules txias ua kua tuaj yeem txo qhov kev poob nyiaj txiag los ntawm qhov chaw ib puag ncig hnyav thiab txo cov nqi tom qab kev saib xyuas thiab kev saib xyuas. Tus nqi ua haujlwm tsim los ntawm kev saib xyuas, tus nqi tag nrho tsis siab, uas yog qhov zoo rau kev nce cov nyiaj tau los kawg ntawm cov neeg ua haujlwm pawg them, thiab tseem yuav dhau los ua qhov kev xaiv siab rau cov tuam txhab pawg Suav mus txawv teb chaws.
Lub sijhawm tshaj tawm: Lub Rau Hli-26-2023