Wannan wani bangare ne na rahoton abin hawa da rahoton kowane wata na baturi a watan Disamba.Zan ciro wasu don tunani.Abubuwan da ke cikin yau musamman don ba ku wasu ra'ayoyi ne daga latudu na yanki, duba yawan kutsawar larduna daban-daban, da kuma tattauna zurfin adadin shigar sabbin motocin makamashi na kasar Sin ta bangaren farashi da matsayi.
Bayanin da ke cikin teburin da ke ƙasa ya ƙunshi jimillar adadin kasuwa a watan Nuwamba, da kuma yawan shigar motocin mai, HEVs, PHEVs da BEVs.
Hoto na 1. Yawan shiga motocin fasinja a China a watan Nuwamba
Idan muka yi ginshiƙi na jimlar adadin a latitude, za mu iya hango ƙimar shiga.Wannan hoton ya nuna yadda China ke siyar da motoci a halin yanzu(girman da'ira)da kuma rarraba nau'o'i daban-daban.Na zana motoci masu amfani da wutar lantarki zalla a kore, ɗigon plug-in ɗin fentin shuɗi ne, ɓangaren rawaya kuwa motar mai.
▲ Hoto 2. Lalacewa ta yanki
Kashi na 1
Bangaren farashi da rarrabuwa
Domin in bari kowa ya fahimci yanayin shigar, na yi amfani da taswirar zafi na Cartesian.Bayan jera BEV da PHEV, zaku iya ganin hotuna masu zuwa.
●Wutar lantarki mai tsafta
Dangane da bayanan da aka samu na wata-wata, larduna da dama a halin yanzu sune kasuwar Tesla da sabbin runduna, musamman wadanda suka hada da Zhejiang, Guangdong, Acceleration da Shanghai.A sa'i daya kuma, kwastomomi a wadannan yankuna su ma suna da bukatar yuan 100,000 zuwa 150,000 a bayyane.Tabbas, wannan yana da alaƙa da yanayin yanayin da ya dace da motocin lantarki.
▲Hoto 3.Rarraba motocin lantarki masu tsafta ta lardi da bangaren farashin
Daidai da farashin shine matsayi.Bayan rarraba nau'o'i daban-daban, za mu iya ganin halin da ake ciki na samfurori masu dacewa da sassan farashi daban-daban.Wannan bayanan har yanzu yana ba mu damar ganin ainihin matsayin samfuran yanzu a sarari.
▲Hoto 4.Taswirar samfurin motocin lantarki masu tsabta
Daga wadannan alkaluma guda biyu, ana iya ganin halin da motocin lantarki zalla ke ciki a halin yanzu.Babban buƙatun ya ta'allaka ne akan matsakaicin SUVs, ƙaramin SUVs da ƙananan motocin A00.Idan muka yi rarraba na saman 10 model
▲Hoto 5.Manyan motoci 10 masu amfani da wutar lantarki ta yanki
●Plug-in matasan
Tun da za a isar da faranti a Shanghai a watan Disamba na 2022, isar da motocin PHEV na baya-bayan nan yana hanzarta zuwa wannan lokacin, kuma halin da ake ciki a Guangdong na iya zama iri ɗaya.Babu wanda ya san ko garuruwan da suka bayar da lambar yabo za su ci gaba da ba su bayan 2023. Ya sha bamban da yadda muka zato.A halin yanzu, abubuwan da ke cikin hybrids ana ba da su ta hanyar da aka dace, musamman da hankali.
▲Hoto 6.Ci gaba da isar da matasan plug-in a cikin 2022
Rarraba mai zuwa bisa ga manyan samfuran 10 sun fi iya nuna matsala.
▲Hoto 7.Rarraba matasan plug-in da kewayo mai tsayi
Hakanan ana iya yin hakar ma'adinan bayanai game da latitude yanki a kusa da birane.Ina ƙoƙarin ganin wasu canje-canje dangane da tasirin gani daban-daban.Haɗa sauye-sauye a cikin watanni daban-daban da lokuta daban-daban, zamu iya ganin wani abu.
Kashi na 2
bangaren baturi
●Fitar baturi
Nuwamba shine kololuwar samarwa.Yin la'akari da wannan yanayin, akwai yuwuwar girma a cikin Disamba, wanda kuma shine babban matsayi na ɗan gajeren lokaci.Tunda Janairu shine bikin bazara, kuma akwai rashin tabbas da yawa, ana iya amfani da ƙarar samarwa na yanzu a cikin Q1 na 2023 a nan gaba.
A watan Nuwamba, yawan batirin wutar lantarki na ƙasata ya kai 63.4GWh, karuwar shekara-shekara na 124.6%, da karuwar sarkar da kashi 0.9%.Daga cikin su, fitar da batir na uku ya kai 24.2GWh, wanda ya kai kashi 38%, an samu karuwar kashi 133.0% a duk shekara, da raguwar kashi 0.2%.Fitar da batirin phosphate na baƙin ƙarfe na lithium ya kai 39.1GWh, wanda ya kai kashi 62%, karuwar shekara-shekara na 119.7%, da karuwar sarkar 1.4%;
Daga watan Janairu zuwa Nuwamba, yawan adadin batura masu wuta a cikin ƙasata ya kai 489.2GWh, jimlar karuwar kashi 160%.Daga cikin su, jimlar yawan batir na uku ya kai 190.0GWh, wanda ya kai kashi 38.8%, adadin karuwar da kashi 131%.Abubuwan da aka tara na batir phosphate na lithium baƙin ƙarfe ya kai 298.5GWh, wanda ya kai kashi 61.%, haɓakar haɓakar 183%.
▲Hoto 8.Bayanan samar da baturi
●Load da baturi mai ƙarfi
A watan Nuwamba, ƙarfin da aka sanya na batir ɗin wutar lantarki a ƙasata ya kai 34.3GWh, karuwar shekara-shekara na 64.5% da haɓakar sarkar da kashi 12.2%.Daga cikin su, karfin da aka sanya na batir phosphate na lithium iron phosphate ya kai 23.1GWh, wanda ya kai kashi 67.4% na yawan karfin da aka girka, an samu karuwar kashi 99.5% a duk shekara, da karuwar zobe na 17.4%;Ƙarfin da aka shigar na batura na ternary ya kasance 11.0 GWh, wanda ya kai kashi 32.2% na jimlar ƙarfin da aka shigar, karuwa na 19.5% a kowace shekara.Karuwar kashi 2.0%.A watan Nuwamba, fitar da batirin wutar lantarki na ƙasata ya kai 22.6GWh.Wannan adadi yana da girma sosai, kusan kwatankwacin amfani da gida.Adadin fitarwa na batir phosphate na lithium baƙin ƙarfe shine 16.8GWh;Adadin fitar da batura na ternary shine 5.7GWh.
Saboda faduwar gaba a shekara mai zuwa, za a iya samun wasu motoci a bana, wadanda za a fara biya sannan a tura su, domin za a samu karin farashin.( gaya muku ƙara farashin da 3000-8000), irin wannan aiki ba makawa zai wanzu.A nan gaba za a sami wasu kayayyakin abubuwan hawa.Saboda dalilai na haƙiƙa a ƙarshen 2022, za a sami abubuwan rashin ƙarfi a cikin binciken bayanai.
▲Hoto 9. TheTrend na cajin baturi
▲Hoto 10.Amfanin baturi
●Fitar da baturin wuta da amfani da gida
Daga watan Janairu zuwa Nuwamba, yawan ƙarfin da aka girka na batir ɗin wutar lantarki a ƙasata ya kai 258.5GWh, adadin karuwar shekara-shekara na 101.5%.Ƙarfin da aka girka na batir phosphate na lithium baƙin ƙarfe ya kasance 159.1GWh, wanda ya kai kashi 61.5% na jimlar ƙarfin da aka girka, tare da haɓakar 145.5%;Matsakaicin ƙarfin da aka shigar na batura masu ƙarfi shine 99.0GWh, wanda ya kai kashi 38.3% na jimlar ƙarfin da aka girka, tare da haɓakar 56.5%.
Ta fuskar yawan amfani da batir, yawan amfanin cikin gida ya kai 258.5GWh, kuma jimilar yawan fitar da abin hawa da ake fitarwa kai tsaye ya kai kusan 160GWh.Wannan adadi da gaske yana nuna gogayya da masana'antar batir wutar lantarki ta China.Wannan kuma da gaske yana tabbatar da cewa, idan Turai da Amurka ba su aiwatar da manufar asalinsu ba, to, masana'antar kera motocinsu za su tabbata a kusa da fitar da batura daga China.(Motocin Turai da Amurka + ainihin Sinanci).
Yin tunani game da shi da gaske, wannan yanayin yana da wuyar ci gaba.
▲Hoto 11.Cikakken bincike na batura
Takaitawa: Daga ra'ayi na sirri, buƙatar bayanan Q1 a cikin 2023 zai zama mara ƙarfi saboda dalilai na zamantakewa.Haɗe tare da gyare-gyare na wucin gadi, rata tsakanin sarkar da rabo na shekara-shekara zai kasance mai girma, wanda za a sa ran.Akwai yuwuwar shekarar 2023 ita ma za ta kasance na bai daya, kuma za ta fara farfadowa daga Q2 tare da dawo da karfin tattalin arzikin kasar Sin - wannan shi ne yanayin da na yanke hukunci.
Lokacin aikawa: Dec-14-2022