"Ho tsoa" ha likhoebo tse holimo le tse tlase tsa ketane e ncha ea indasteri ea makoloi ea China e fetohile ntlha e kholo ea kholo ea 'maraka.Tlas'a maemo a joalo, likhoebo tsa qubu tse qosang li potlakisa moralo oa limmaraka tsa mose ho maoatle.
Matsatsi a seng makae a fetileng, mecha e meng ea litaba e ile ea tlaleha litaba tse joalo.Lenane la morao-rao la ho tšela moeli le lokollotsoeng ke Alibaba International Station le bonts'a hore menyetla ea khoebo ea mose ho maoatle ea mekoa e mecha ea ho tjhaja likoloi e eketsehile ka 245% selemong se fetileng, mme ho na le hoo e ka bang makhetlo a mararo sebaka sa tlhokeho nakong e tlang. monyetla o mocha oa likhoebo tsa malapeng.
Ebile, qalong ea 2023, ka liphetoho tsa maano a amehang mebarakeng ea mose ho maoatle, thomello ea liqubu tse ncha tsa ho tjhaja likoloi tsa matla li tobane le menyetla le liphephetso tse ncha.
Lekhalo la tlhokahalo empa leano le fapaneng
Hajoale, tlhoko e matla ea ho tjhaja liqubu e bakoa haholo ke ho ata ka potlako ha likoloi tse ncha tsa matla lefatšeng ka bophara.Lipalo-palo li bontša hore ka 2022, thekiso ea likoloi tse ncha tsa matla lefatšeng ka bophara e fihlile ho limilione tse 10.824, ho nyoloha ka 61.6% selemo le selemo.Ho ea ka pono ea 'maraka oa likoloi tse ncha tsa mose ho maoatle feela, ha leano lena le thusa ho phahamisa koloi eohle, ho na le lekhalo le leholo la tlhokahalo ea liqubu tsa ho lefisa, haholo-holo Europe le United States, moo likhoebo tsa lehae li rekisetsang kantle ho feta.
Hase khale haholo, Paramente ea Europe e sa tsoa fetisa bili ea ho emisa ho rekisoa ha likoloi tsa likoloi tsa peterole Europe ka 2035. Sena se boetse se bolela hore keketseho ea thekiso ea likoloi tse ncha tsa matla Europe ka sebele e tla khanna kholo ea tlhokahalo ea liqubu tsa ho tjhaja. .Setsi sa lipatlisiso se bolela esale pele hore lilemong tse 10 tse tlang, 'maraka oa Europe o tla eketseha ho tloha ho li-euro tse limilione tse likete tse 5 ka 2021 ho ea ho li-euro tse limilione tse likete tse 15.De Mayo, mopresidente oa European Automobile Manufacturers Association, o boletse hore tsoelo-pele ea ho kenya likoloi tsa likoloi tsa motlakase linaheng tsa litho tsa EU "e ne e le hōle le ho lekana".Ho ts'ehetsa phetoho ea indasteri ea likoloi ho kenya motlakase, liqubu tse 14000 tsa ho tjhaja li hloka ho eketsoa beke e 'ngoe le e 'ngoe, athe palo ea 'nete mothating ona ke 2000 feela.
Haufinyane tjena, leano la ts'ebetso ea likoloi tse ncha tsa matla United States le tsona li fetohile "tse feteletseng".Ho ea ka morero, ka 2030, karolo ea likoloi tsa motlakase thekisong ea likoloi tse ncha United States e tla fihla bonyane 50%, 'me 500000 ea ho tjhaja liqubu li tla ba le lisebelisoa.Ho fihlela sena, mmuso oa Amerika o rera ho tsetela US $ 7.5 bilione lebaleng la lisebelisoa tsa ho tjhaja likoloi tsa motlakase.Ho bohlokoa ho hlokomela hore sekhahla sa ho kenella ha likoloi tsa motlakase United States se ka tlase ho 10%, mme sebaka se pharaletseng sa kholo ea 'maraka se fana ka monyetla oa nts'etsopele bakeng sa likhoebo tsa qubu tse tjhajang malapeng.
Leha ho le joalo, mmuso oa US o sa tsoa phatlalatsa maemo a macha bakeng sa kaho ea marang-rang a qubu ea likoloi tsa motlakase.Liqubu tsohle tse tjhajang tse tšehelitsoeng ke US Infrastructure Act li tla hlahisoa sebakeng sa heno 'me litokomane li tla qala ho sebetsa hang-hang.Ka nako e ts'oanang, likhoebo tse amehang li tlameha ho amohela maemo a mantlha a ho tjhaja a United States, e leng "Combined Charging System" (CCS).
Liphetoho tse joalo tsa leano li ama likhoebo tse ngata tse lefisang qubu tse ntseng li itokisetsa le tse tsoetseng pele limmaraka tsa mose ho maoatle.Ka hona, likhoebo tse ngata tse qosang li fumane lipotso ho tsoa ho batseteli.Shuangjie Electric o boletse sethaleng sa ho sebelisana le batseteletsi hore k'hamphani e na le mefuta e mengata ea liqubu tsa AC tsa ho tjhaja, li-charger tsa DC le lihlahisoa tse ling, 'me e fumane lengolo la mofani oa thepa ea State Grid Corporation.Hajoale, lihlahisoa tsa qubu tse tjhajang li rometsoe kantle ho naha Saudi Arabia, India le linaheng tse ling le libaka, 'me li tla khothaletsoa ho ea holisa mebaraka ea mose ho maoatle.
Bakeng sa litlhoko tse ncha tse behiloeng ke 'muso oa United States, likhoebo tse qosang ka malapeng tse nang le likhoebo tse tsoang kantle ho naha li se li boletse esale pele.Motho ea amehang oa Shenzhen Daotong Technology Co., Ltd. (eo ka mor'a moo a bitsoang "Daotong Technology") o ile a bolella moqolotsi oa litaba hore phello ea New Deal of United States e ne e nahanoa ha e beha sepheo sa thekiso ea 2023, kahoo. tšusumetso ea eona k'hamphaning e ne e le nyane.Ho tlalehoa hore Daotong Technology e rerile ho haha fektheri United States.Ho lebelletsoe hore feme e ncha e tla phethoa le ho kengoa tšebetsong ka 2023. Hajoale morero o ntse o tsoela pele hantle.
Phaello "blue ocean" ka bothata ba ho nts'etsopele
Ho utloisisoa hore tlhoko ea ho tjhaja liqubu Seteisheneng sa Machaba sa Alibaba e tsoa haholo mebarakeng ea Europe le Amerika, eo ho eona UK, Jeremane, Ireland, United States le New Zealand e leng linaha tse hlano tse holimo ka ho fetesisa mabapi le botumo ba qubu ea ho tjhaja. batla.Ntle le moo, index ea moeli oa Alibaba International Station e boetse e bonts'a hore bareki ba mose ho maoatle ba mekotla ea ho tjhaja malapeng haholoholo ke barekisi ba lehae, ba etsang karolo ea 30%;Likonteraka tsa kaho le baetsi ba thepa ba ikarabella bakeng sa 20%.
Motho ea amanang le Daotong Technology o ile a bolella moqolotsi oa litaba hore hona joale, litaelo tsa eona tsa qubu ea ho lefella 'marakeng oa Amerika Leboea haholo-holo li tsoa ho bareki ba khoebo ba sebakeng seo,' me merero ea lithuso tsa 'muso e ikarabella ka karolo e nyenyane haholo.Leha ho le joalo, ha nako e ntse e ea, lithibelo tsa maano li tla fetoha butle-butle, haholo-holo bakeng sa litlhoko tsa tlhahiso ea Amerika.
'Maraka oa qubu ea ho lefella malapeng e se e ntse e le "leoatle le khubelu", 'me mose ho maoatle "leoatle le leputsoa" le bolela monyetla oa phaello e phahameng ea phaello.Ho tlalehoa hore nts'etsopele ea lits'ebetso tsa likoloi tse ncha tsa matla limmarakeng tsa Europe le Amerika li morao ho feta 'marakeng oa lehae.Mokhoa oa tlhōlisano o batla o tsepamisitsoe, 'me phaello ea kakaretso ea lihlahisoa e phahame haholo ho feta ea' marakeng oa lehae.Motho e mong oa indasteri ea neng a sa batle ho boleloa ka lebitso o ile a bolella motlalehi: "Likhoebo tse kopanyang li-module-pile li ka fumana phaello e kholo ea 30% 'marakeng oa lehae, eo ka kakaretso e leng 50%' marakeng oa US, le phaello e kholo. ea liqubu tse ling tsa DC li phahame joalo ka 60%.Ha ho nahanoa ka lintlha tsa tlhahiso ea likonteraka United States, ho lebelletsoe hore ho ntse ho tla ba le sekhahla sa phaello e felletseng ea 35% ho isa ho 40%.Ho phaella moo, theko ea ho lefisa liqubu United States e phahame haholo ho feta ea ’maraka oa lehae, e ka tiisang phaello ka ho feletseng.”
Leha ho le joalo, bakeng sa ho hapa "kabelo" ea 'maraka oa mose ho maoatle, likhoebo tse qosang tsa malapeng li ntse li hloka ho fihlela litlhoko tsa setifikeiti se tloaelehileng sa Amerika, ho laola boleng bo hlophisitsoeng, ho hapa ntlha ea taolo ka ts'ebetso ea sehlahisoa, le ho hapa mohau ka melemo ea litšenyehelo. .Hajoale, 'marakeng oa Amerika, likhoebo tse ngata tsa China tse tjhajang qubu li ntse li le nakong ea nts'etsopele le setifikeiti.Ngaka e 'ngoe e qosang e ile ea bolella motlalehi oa litaba: "Ho thata ho fetisa lengolo la tumello la Amerika la liqubu tse qosang, 'me litšenyehelo li holimo.Ho feta moo, lisebelisoa tsohle tsa marang-rang li tlameha ho fetisa setifikeiti sa FCC (Federal Communications Commission of the United States), 'me mafapha a amehang a United States a tiile haholo mabapi le karete ena."
Mookameli oa 'maraka oa mose ho maoatle oa Shenzhen Yipule Technology Co, Ltd.Ka mohlala, e hloka ho ikamahanya le mehlala e fapaneng le ho finyella litekanyetso le melao e fapaneng;Hoa hlokahala ho ithuta le ho ahlola nts'etsopele ea motlakase le matla a macha 'marakeng o reretsoeng;Hoa hlokahala ho ntlafatsa litlhoko tsa ts'ireletso ea marang-rang selemo le selemo ho latela semelo sa nts'etsopele ea Marang-rang a Lintho.
Ho ea ka moqolotsi oa litaba, hona joale, e 'ngoe ea mathata a tobaneng le likhoebo tse qosang malapeng ka "ho tsoa" ke software, e hlokang ho finyella litlhoko tsa ho netefatsa ts'ireletso ea tefo ea mosebedisi, ts'ireletso ea tlhahisoleseding, ts'ireletso ea likoloi le ho ntlafatsa phihlelo.
"China, ts'ebeliso ea lits'ebetso tsa ho tjhaja e netefalitsoe ka botlalo mme e ka bapala karolo e ka sehloohong 'marakeng oa lefatše."Yang Xi, setsebi se phahameng le moshebelli ea ikemetseng indastering ea likoloi tse tjhajang likoloi tsa motlakase, o bolelletse baqolotsi ba litaba, "Le hoja linaha kapa libaka li nka bohlokoa bo fapaneng ho aho ea meaho ea ho tjhaja, ho hloka matla a ho tjhaja liqubu le lisebelisoa tse amanang le tsona ke 'nete e ke keng ea hanyetsoa.Letoto le felletseng la indasteri ea makoloi a macha le ka tlatselletsa karolo ena ea lekhalo la 'maraka. ”
Mohlala oa boqapi le likanale tsa dijithale
Indastering ea malapeng e tjhajang qubu, boholo ba likhoebo tse nyane le tse mahareng.Leha ho le joalo, bakeng sa tlhokahalo e ncha ea khoebo ea kantle ho naha joalo ka liqubu tsa ho tjhaja, ho na le liteishene tse fokolang tsa theko ea moetlo, ka hona, karolo ea ts'ebeliso ea digitalization e tla ba holimo.Moqolotsi oa litaba o ithutile hore Wuhan Hezhi Digital Energy Technology Co., Ltd. (eo ka mor'a moo e bitsoang "Hezhi Digital Energy") e lekile ho atolosa khoebo ea mose ho maoatle ho tloha 2018, mme bareki bohle ba marang-rang ba tsoa Alibaba International Station.Hajoale, lihlahisoa tsa k'hamphani li rekisitsoe linaheng le libaka tse fetang 50 lefatšeng ka bophara.Nakong ea Mohope oa Lefatše oa Qatar oa 2022, Bohlale bo fane ka lisebelisoa tsa 800 tsa lisebelisoa tsa ho tjhaja libese tsa motlakase sebakeng sa lehae.Ka lebaka la sebaka se khanyang sa "ho tsoa" likhoebong tse holimo le tse tlase ho ketane e ncha ea indasteri ea likoloi tsa matla, mmuso o lokela ho fana ka khetho e nepahetseng ho likhoebo tse nyane le tse mahareng ka leano, tse ka bapalang karolo ho holiseng.
Ho ea ka pono ea Wang Lin, 'maraka oa qubu ea ho lefella mose ho maoatle o fana ka mekhoa e meraro: ea pele, mohlala oa tšebeletso ea Inthanete, ka tšebelisano e feletseng pakeng tsa bafani ba sethaleng le basebetsi, e totobatsa litšobotsi tsa khoebo tsa SaaS (software e le tšebeletso);Ea bobeli ke V2G.Ka lebaka la litšoaneleho tsa marang-rang a ajoang mose ho maoatle, litebello tsa eona li ts'episa haholo.E ka sebelisa ka ho pharaletseng betri ea motlakase oa koloi libakeng tse fapaneng tsa matla a macha, ho kenyeletsoa polokelo ea matla a ntlo, taolo ea marang-rang a motlakase, le khoebo ea motlakase;Ea boraro ke tlhokahalo ea 'maraka ka mekhahlelo.Ha ho bapisoa le qubu ea AC, sekhahla sa kholo ea 'maraka oa DC se tla potlaka haholo lilemong tse' maloa tse tlang.
Ho ea ka New Deal e boletsoeng ka holimo ea United States, likhoebo tsa qubu tse lefisang kapa mekha e amehang ea kaho li tlameha ho kopana le maemo a mabeli ho fumana lithuso: ea pele, khetla ea tšepe ea qubu ea ho tjhaja / tšepe e hlahisoa United States ebe e bokelloa United States;ea bobeli, 55% ea litšenyehelo tsohle tsa likarolo le likarolo li hlahisoa United States, 'me nako ea ts'ebetsong ke ka mor'a July 2024. E le ho arabela pholisi ena, ba bang ba ka hare ho indasteri ba bontšitse hore ntle le tlhahiso le kopano, qubu ea ho tjhaja malapeng. likhoebo li ntse li ka etsa likhoebo tse ekelitsoeng boleng bo holimo joalo ka moralo, thekiso le lits'ebeletso, mme tlholisano ea ho qetela e ntse e le theknoloji, likanale le bareki.
Yang Xi o lumela hore bokamoso ba 'maraka oa likoloi tse tjhajang likoloi tsa motlakase United States qetellong bo ka amahanngoa le likhoebo tsa lehae.Likhoebo le likhoebo tseo e seng tsa Amerika tse e-song ho thehe lifeme United States li tobane le mathata a maholo.Ho ea ka maikutlo a hae, ho lula sebakeng sa heno e ntse e le teko bakeng sa limmaraka tsa mose ho maoatle ka ntle ho United States.Ho tloha ho phano ea merero ea thepa, ho ea ho litloaelo tsa ts'ebetso ea sethala, ho ea taolong ea lichelete, likhoebo tsa China tse lefisang qubu li tlameha ho utloisisa ka botebo melao ea lehae, melaoana le litloaelo tsa setso ho hapa menyetla ea khoebo.
Nako ea poso: Mar-07-2023