Uma sibheka emuva kule minyaka eyishumi edlule, imboni yezimoto zamandla amasha emhlabeni wonke ibe nezinguquko ezinkulu ezingakaze zibonwe endaweni yemakethe, okuthandwa ngabathengi, imizila yezobuchwepheshe, kanye nezinhlelo ze-supply chain. Ngokwezibalo, ukuthengiswa kwezimoto zabagibeli ezinamandla emhlabeni jikelele kukhule ngezinga elihlanganisayo lonyaka elingaphezu kuka-60% kule minyaka emine edlule. Engxenyeni yokuqala ka-2024, ukukhiqizwa nokudayiswa kwezimoto ezintsha zaseShayina bezingu-4.929 million nezingu-4.944 million ngokulandelana, zikhuphuke ngo-30.1% kanye no-32% unyaka nonyaka. Ngaphezu kwalokho, isabelo semakethe sezimoto ezintsha zamandla sifinyelele ku-35.2%, okugqamisa ukubaluleka okwandayo kwezimoto zamandla amasha emakethe yezimoto iyonke.

Izimoto zamandla amasha seziphenduke inkambiso yenkathi, azigcini nje ngokushayela ukwanda okusheshayo kwabakhiqizi bezimoto abasha, kodwa futhi ziheha abadlali abasha abaningi bochungechunge lokunikezela ukuthi bangene emakethe. Phakathi kwazo, imboni ye-aluminiyamu yezimoto, amabhethri e-solid-state, kanye nemikhakha yokushayela ezimele ibonakale ikhula ukuduma. Enkathini yanamuhla lapho ukusheshisa ukwakheka kwamandla amasha okukhiqiza okuyindikimba eyinhloko, uchungechunge lokuhlinzeka ngomfula ongezansi lubhala isahluko esisha sokuthuthukiswa okusheshayo kwezimoto zamandla amasha emhlabeni jikelele.

Izinga lokungena kwezimoto zamandla amasha likhula kancane kancane, futhi abakhiqizi bezimoto abahamba phambili baye bakheka kancane kancane.

Imboni yezimoto ithuthuka ngokushesha ibheke ekufakweni kukagesi, ezobunhloli, kanye nokwenza kube luhlaza okotshani, osekuyisivumelwano esivamile emhlabeni wonke ukubhekana nokuguquguquka kwesimo sezulu kanye nokukhuthaza ukukhula komnotho wekhabhoni ephansi. Ngokuhambisana nomoya wezinqubomgomo, ukukhula kwezimoto ezisebenza ngamandla amasha sekuphenduke inkambiso engenakuvinjwa, futhi uguquko nokuthuthukiswa kwemboni sekusheshisiwe. Imakethe entsha yezimoto zamandla eChina ibilokhu injalo Naphezu kwalokhu, njengoba iminyaka iqoqwa izimboni kanye nokuthuthuka kwezimakethe, izinkampani zasekhaya ziye zavela njenge-CATL, iShuanglin Stock, iDuoli Technology, neSuzhou Lilaizhi Manufacturing, okungamabhizinisi amahle kakhulu athuthuke kancane. ukuhlala ugxile futhi ugxile kumqondo wezohwebo kanye namandla aphelele ochungechunge lwezimboni. Bebelokhu bephokophelele ukubamba iqhaza kulo mkhakha futhi bengeze ubukhazikhazi ezimotweni ezintsha ezisebenza ngamandla.

Phakathi kwabo, i-CATL, njengomholi wemboni kubhethri lamandla, iqala kuqala emasheya emakethe yomhlaba wonke naseShayina, ngenzuzo ecacile. I-BMS (uhlelo lokuphatha amabhethri) + imodeli yebhizinisi ye-PACK eyamukelwa yi-CATL isiphenduke imodeli yebhizinisi eyinhloko yamabhizinisi ahamba phambili embonini. Njengamanje, imakethe yasekhaya ye-BMS igxile kakhulu, inabathengisi abaningi abavela eceleni, futhi ama-OEM nabakhiqizi bamabhethri basheshisa ukwakheka kwabo. I-CATL kulindeleke ukuthi igqame emqhudelwaneni emqhudelwaneni wesikhathi esizayo wemboni futhi ithwebule isabelo semakethe esikhulu ngokusekelwe ekungeneni kwayo kusenesikhathi.

Emkhakheni wezingxenye zezihlalo ezizenzakalelayo, i-Shuanglin Stock, njengebhizinisi elisungulwe, yaqala ukuthuthukisa umshayeli wayo wezinga lesihlalo ngo-2000, futhi ukuphumelela kwayo kwezobuchwepheshe kufinyelele ukulingana nabadlali bamazwe ngamazwe ezinkomba eziningi zokusebenza. Isilungisi sayo sezihlalo, i-level slide motor, ne-backrest angle motor seziwatholile ama-oda avela kumakhasimende afanelekile, kanti ukusebenza kwawo kulindeleke ukuthi kuqhubeke nokukhishwa njengoba imboni yezimoto ikhula.

Izitembu ezizenzakalelayo kanye nezingxenye zokusika ziyizingxenye ezibalulekile ezibalulekile ohlelweni lokukhiqiza imoto iyonke. Ngemuva kweminyaka yokugeza izimboni, isimo sokuncintisana siye sazinza kancane kancane. I-Duoli Technology, njengenye yezinkampani ezisezingeni eliphezulu zezitembu zezimoto, inamakhono aqinile ekwakhiweni nasekuthuthukisweni kwesikhunta, ukukhiqizwa okuzenzakalelayo, futhi ingahlangabezana nezidingo zokuthuthukiswa kwama-OEM ngezigaba ezahlukahlukene. Eminyakeni yamuva, i-Duoli Technology iye yazuza emjikelezweni wezimoto ezimakethe zasekhaya neziphesheya kwezilwandle, futhi ithrekhi "yokunyathela isikhunta + izingxenye zokugxiviza" ibilokhu ibanzi Imikhiqizo yayo yokusika insimbi ne-aluminium ibalwe ku-85.67% wemali engenayo yebhizinisi ekuqaleni. ingxenye ka-2023, futhi amandla okukhula kwebhizinisi layo ahlobene eduze namathemba okuthuthukiswa kwe-aluminium yezimoto. Ngo-2022, inkampani yathenga futhi yathengisa amathani angaba ngu-50,000 e-aluminium ezinkampanini zezimoto, okulinganiselwa ku-15.20% wokuthunyelwa kwe-aluminiyamu yezimoto zaseChina. Isabelo sayo semakethe kulindeleke ukuthi sikhule kancane kancane ngezitayela ezijwayelekile zokukhanya, amandla amasha, njll.

Sekukonke, ngemuva kokwenyuka okusheshayo kwezinga lokungena kwezimoto zamandla amasha, isidingo semakethe sabahlinzeki bezingxenye zezimoto ezisezingeni eliphezulu kulindeleke ukuthi siqhubeke nokukhula. Ngasikhathi sinye, njengoba ubuhlakani kanye nokukhanya kuba yizinkomba eziphambili zokuthuthukiswa kwabakhiqizi bezimoto, amabhizinisi ezingxenye zezimoto zaseChina kulindeleke ukuthi asebenzise izinzuzo zawo zezindleko, amandla okukhiqiza athuthukile, ukuphendula okusheshayo, kanye nekhono le-R&D elivumelanisiwe ukuze kuthuthukiswe isabelo semakethe yomhlaba wonke yamaShayina. izimoto ezintsha zamandla.