Kamora hore palo ea thepa e romeloang kantle ho naha e nyolohele sebakeng sa bobeli lefatšeng ka lekhetlo la pele ka Phato, ts'ebetso ea China ea ho romella likoloi kantle ho naha e fihlile sehlohlolong se secha ka Loetse. Har'a tsona, ebang ke tlhahiso, thekiso kapa thepa e romeloang kantle ho naha, likoloi tse ncha tsa eneji li ntse li tsoela pele ho boloka mokhoa oa kholo oa "leeto le le leng ho ea lerōleng".

Batho ba ka hare ho indasteri ba itse ho romelwa ha dikoloi tse ntjha tsa eneji kantle ho naha e se e le ntlha ya bohlokwa indastering ya dikoloi ya naha ya heso, mme sekgahla sa ho kenella ha dikoloi tse ntjha tsa eneji mebarakeng ya mose ho mawatle se eketsehile ka potlako, mme mokgwa ona o motle wa ntshetsopele o lebelletswe ho tswela pele.

Litheko tse romelloang kantle ho naha kotara tse tharo tsa pele li eketsehile ka 55.5% selemo le selemo

Ho ya ka tlhahisoleseding ya thekiso ya kgwedi le kgwedi e lokollotsweng ke Mokgatlo wa Bahlahisi ba Dikoloi wa China (o tla bitswa Mokgatlo wa Bahlahisi ba Dikoloi wa China) ka la 11 Mphalane, ho romelwa ha dikoloi kantle ho naha ha China ho tswetse pele ho fihlella diphetho tse ntle ka Loetse kamora ho fihla sehlohlolong se phahameng ka Phato, ho feta dikoloi tse 300,000 ka lekgetlo la pele. Keketseho ya 73.9% ho ya ho dikoloi tse 301,000.

Mebaraka ea mose ho maoatle e fetoha tataiso e ncha bakeng sa kholo ea thekiso ea lik'hamphani tsa likoloi tsa mofuta oa tsona. Ha ho nahanoa ka ts'ebetso ea lik'hamphani tse kholo, ho tloha ka Pherekhong ho isa Phato, karolo ea thepa e romelloang kantle ho naha ea SAIC Motor e eketsehile ho fihla ho 17.8%, Changan Motor e eketsehile ho fihla ho 8.8%, Great Wall Motor e eketsehile ho fihla ho 13.1%, 'me Geely Automobile e eketsehile ho fihla ho 14%.

Ka tsela e khothatsang, lihlahisoa tse ikemetseng li fihletse katleho e pharalletseng ho romelleng thepa kantle ho naha limmarakeng tsa Europe le Amerika le limmarakeng tsa lefats'e la boraro, 'me leano la ho romela thepa kantle ho naha la lihlahisoa tsa machaba Chaena le se le ntse le sebetsa hantle, le totobatsa ntlafatso e akaretsang ea boleng le bongata ba likoloi tse hlahisoang ka hare ho naha.

Ho ea ka Xu Haidong, motlatsi oa moenjiniere e moholo oa Mokhatlo oa Baetsi ba Likoloi oa Chaena, leha palo ea thepa e romeloang kantle ho naha e nyolohile, theko ea libaesekele le eona e tsoetse pele ho nyoloha. Theko e tloaelehileng ea likoloi tse ncha tsa eneji tsa Chaena 'marakeng oa mose ho maoatle e fihlile ho lidolara tse ka bang 30,000 tsa Amerika.

Ho ya ka tlhahisoleseding ya Mokgatlo wa Tlhahisoleseding ya Mmaraka wa Dikoloi tsa Bapalami (oo ho tloha ka nako eo o tla bitswang Mokgatlo wa Dikoloi tsa Bapalami), katleho e potlakileng mmarakeng wa ho romela kantle ho naha dikoloi tsa bapalami ke ntlha ya bohlokwa. Ka Loetse, ho romelwa kantle ho naha dikoloi tsa bapalami (ho kenyeletswa dikoloi tse felletseng le di-CKD) tlasa dipalopalo tsa Mokgatlo wa Bapalami e ne e le diyuniti tse 250,000, keketseho ya 85% selemo le selemo, le keketseho ya 77.5% ka Phato. Har'a tsona, ho romelwa kantle ho naha ha dihlahiswa tse ikemetseng ho fihlile ho diyuniti tse 204,000, keketseho ya 88% selemo le selemo. Ho tloha ka Pherekgong ho isa Loetse, kakaretso ya dikoloi tsa bapalami ba malapeng tse dimilione tse 1.59 e ile ya romelwa kantle ho naha, keketseho ya selemo le selemo ya 60%.

Ka nako e ts'oanang, ho romelwa ha dikoloi tse ntjha tsa eneji kantle ho naha ho fetohile matla a bohlokwa a susumetsang ho romelwa ha dikoloi kantle ho naha.

Lintlha tse tsoang Mokhatlong oa Likoloi oa Chaena li bontšitse hore ho tloha ka Pherekhong ho isa Loetse, lik'hamphani tsa likoloi tsa Chaena li rometse kantle ho naha likoloi tse limilione tse 2.117, e leng keketseho ea selemo le selemo ea 55.5%. Har'a tsona, likoloi tse ncha tsa eneji tse 389,000 li rometsoe kantle ho naha, keketseho ea selemo le selemo ea makhetlo a fetang 1, 'me sekhahla sa kholo se ne se le holimo haholo ho feta sekhahla sa kholo ea kantle ho naha sa indasteri ea likoloi.

Lintlha tse tsoang Mokhatlong oa Bapalami li boetse li bontša hore ka Loetse, likoloi tsa baeti tse ncha tsa motlakase li rometse kantle ho naha li-unit tse 44,000, tse etsang hoo e ka bang 17.6% ea kakaretso ea thepa e romelloang kantle ho naha (ho kenyeletsoa likoloi tse felletseng le CKD). SAIC, Geely, Great Wall Motor, AIWAYS, JAC, jj. Mefuta e mecha ea matla ea lik'hamphani tsa likoloi e sebelitse hantle mebarakeng ea mose ho maoatle.

Ho ea ka batho ba ka hare ho indasteri, thepa e ncha ea likoloi tsa eneji tse romelloang kantle ho naha ea heso e thehile mokhoa oa "matla a maholo a le mong le tse ngata tse matla": Thepa e romelloang kantle ho naha ea Tesla ho ea Chaena ke eona e holimo ka kakaretso, 'me mabitso a mang a eona a boemong bo botle ba ho romela kantle ho naha, ha barekisi ba bararo ba ka sehloohong ba likoloi tse ncha tsa eneji ba le har'a tse tharo tse holimo. Limmaraka ke Belgium, UK le Thailand.

Mabaka a mangata a susumetsa kholo ea thepa e romelloang kantle ho naha ea lik'hamphani tsa likoloi

Indasteri e lumela hore lebelo le matla la ho romelloa ha likoloi kantle ho naha kotara tse tharo tsa pele tsa selemo sena le bakoa haholo ke thuso ea mabaka a mangata.

Hona jwale, tlhoko ya mmaraka wa dikoloi wa lefatshe e eketsehile, empa ka lebaka la kgaello ya di-chip le dikarolo tse ding, bahlahisi ba dikoloi ba dinaha tse ding ba fokoditse tlhahiso, e leng se bakileng lekhalo le leholo la phepelo.

Meng Yue, motlatsi oa motsamaisi oa Lefapha la Khoebo ea Kantle ho Naha la Lefapha la Khoebo, o kile a re ho latela tlhoko ea 'maraka oa machaba,' maraka oa likoloi oa lefats'e o ntse o hlaphoheloa butle-butle. Ho boleloa esale pele hore thekiso ea likoloi lefatšeng ka bophara e tla ba ka holimo ho limilione tse 80 selemong sena le limilione tse 86.6 selemong se tlang.

Tlas'a tšusumetso ea seoa se secha sa pneumonia ea moqhaka, limmaraka tsa mose ho maoatle li bakile lekhalo la phepelo ka lebaka la khaello ea ketane ea phepelo, ha taelo e tsitsitseng ea tlhahiso ea Chaena ka kakaretso ka lebaka la thibelo le taolo e nepahetseng ea seoa e khothalelitse phetisetso ea liodara tsa kantle ho naha ho ea Chaena. Ho ea ka lintlha tse tsoang ho AFS (AutoForecast Solutions), ho tloha bofelong ba Mots'eanong selemong sena, ka lebaka la khaello ea li-chip, 'maraka oa likoloi oa lefats'e o fokolitse tlhahiso ka likoloi tse ka bang limilione tse 1.98, 'me Europe ke sebaka se nang le phokotso e kholo ka ho fetisisa tlhahisong ea likoloi ka lebaka la khaello ea li-chip. Sena hape ke ntlha e kholo thekisong e betere ea likoloi tsa Chaena Europe.

Ho tloha ka 2013, ha linaha li se li nkile qeto ea ho fetohela nts'etsopele e tala, indasteri ea likoloi tse ncha tsa eneji e qalile ho hola ka potlako.

Hona jwale, dinaha le dibaka tse ka bang 130 lefatsheng di hlahisitse kapa di ntse di itokisetsa ho hlahisa dipakane tsa ho se nke lehlakore ha khabone. Dinaha tse ngata di hlakisitse kemiso ya nako ya ho thibela thekiso ya dikoloi tsa mafura. Mohlala, Netherlands le Norway di hlahisitse ho thibela thekiso ya dikoloi tsa mafura ka 2025. India le Jeremane di itokisetsa ho thibela thekiso ya dikoloi tsa mafura ka 2030. Fora le United Kingdom di rera ho thibela thekiso ya dikoloi tsa mafura ka 2040. Rekisa dikoloi tsa peterole.

Tlas'a khatello ea melaoana e thata ea ho ntša khabone, tšehetso ea leano bakeng sa likoloi tse ncha tsa matla linaheng tse fapaneng e ntse e tsoela pele ho matlafala, 'me tlhoko ea lefats'e ea likoloi tse ncha tsa matla e bolokile mokhoa oa kholo, o fanang ka sebaka se seholo bakeng sa likoloi tse ncha tsa matla tsa naha ea heso ho kena limmarakeng tsa mose ho maoatle. Lintlha li bontša hore ka 2021, thepa e ncha ea likoloi tsa matla tse romelloang kantle ho naha ea heso e tla fihla ho li-unit tse 310,000, e leng keketseho ea hoo e ka bang makhetlo a mararo selemo le selemo, e leng keketseho ea 15.4% ea kakaretso ea likoloi tse romelloang kantle ho naha. Karolong ea pele ea selemo sena, thepa e ncha ea matla e romelloang kantle ho naha e ile ea tsoela pele ho ba matla, 'me palo ea thepa e romelloang kantle ho naha e eketsehile ka makhetlo a 1.3 selemo le selemo, e leng keketseho ea 16.6% ea kakaretso ea likoloi tse romelloang kantle ho naha. Kholo e tsoelang pele ea thepa e ncha ea likoloi tse romelloang kantle ho naha kotara ea boraro ea selemo sena ke tsoelo-pele ea mokhoa ona.

Kgolo e kgolo ya thepa e romelwang kantle ho naha ya dikoloi le yona e ruile molemo ka katoloso ya "sedikadikwe sa metswalle" sa mose ho mawatle.

Linaha tse haufi le "Belt and Road" ke tsona mebaraka e meholo ea ho romella likoloi kantle ho naha ea heso, e etsang chelete e fetang 40%; ho tloha ka Pherekhong ho isa Phupu selemong sena, likoloi tse romelloang kantle ho naha ea heso linaheng tseo e leng litho tsa RCEP e bile likoloi tse 395,000, e leng keketseho ea selemo le selemo ea 48.9%.

Hona jwale, naha ya heso e saenne ditumellano tse 19 tsa kgwebo e lokolohileng, tse akaretsang dinaha le dibaka tse 26. Chile, Peru, Australia, New Zealand le dinaha tse ding di fokoditse ditefiso tsa dihlahiswa tsa dikoloi tsa naha ya heso, e leng se etsang hore ho be le tikoloho e loketseng ntshetsopele ya matjhaba ya dikhamphani tsa dikoloi.

Mothating oa phetoho le ntlafatso ea indasteri ea likoloi ea Chaena, ntle le ho tsepamisa maikutlo 'marakeng oa lehae, e boetse e shebana le' maraka oa lefats'e. Hona joale, matsete a bahlahisi ba likoloi tsa lehae 'marakeng oa likoloi tse ncha tsa eneji a feta haholo a lik'hamphani tsa likoloi tsa machaba. Ka nako e ts'oanang, lik'hamphani tsa likoloi tsa lehae li itšetleha ka likoloi tse ncha tsa eneji ho nts'etsapele theknoloji e bohlale ea marang-rang, e nang le melemo ea bohlale le marang-rang, 'me e fetohile sepheo se hohelang bareki ba kantle ho naha.

Ho ea ka batho ba ka hare ho indasteri, ke ka lebaka la bokhoni ba eona bo etellang pele lefapheng la likoloi tse ncha tsa eneji moo tlholisano ea machaba ea lik'hamphani tsa likoloi tsa Chaena e tsoetseng pele ho ntlafala, mefuta ea lihlahisoa e tsoetse pele ho ntlafala, 'me tšusumetso ea lets'oao e eketsehile butle-butle.

Nka SAIC mohlala. SAIC e thehile mabenkele a fetang 1,800 a papatso le litšebeletso tsa kantle ho naha. Lihlahisoa le litšebeletso tsa eona li abuoa linaheng le libakeng tse fetang 90, li etsa limmaraka tse 6 tse kholo Europe, Australia, New Zealand le Amerika. Thekiso e kopaneng ea kantle ho naha e fetile likoloi tse limilione tse 3. Har'a tsona, thekiso ea kantle ho naha ea SAIC Motor ka Phato e fihlile ho li-unit tse 101,000, e leng keketseho ea selemo le selemo ea 65.7%, e leng se etsang hoo e ka bang 20% ​​ea thekiso eohle, e leng k'hamphani ea pele Chaena ho feta li-unit tse 100,000 ka khoeli e le 'ngoe mebarakeng ea kantle ho naha. Ka Loetse, thepa e romelloang kantle ho naha ea SAIC e eketsehile ho fihla ho likoloi tse 108,400.

Mohlahlobi oa Litšireletso tsa Mothehi Duan Yingsheng o hlahlobile hore lihlahisoa tse ikemetseng li potlakisitse nts'etsopele ea limmaraka Asia Boroa-bochabela, Europe le Amerika ka kaho ea lifeme linaheng tse ling (ho kenyeletsoa lifeme tsa KD), liteishene tse kopanetsoeng tsa thekiso linaheng tse ling, le kaho e ikemetseng ea liteishene tsa linaheng tse ling. Ka nako e ts'oanang, kananelo ea 'maraka ea lihlahisoa tse ikemetseng le eona e ntse e ntlafala butle-butle. Limmarakeng tse ling tsa linaheng tse ling, botumo ba lihlahisoa tse ikemetseng bo tšoana le ba lik'hamphani tsa likoloi tsa machaba.

Menyetla e tšepisang bakeng sa lik'hamphani tsa likoloi ho qala mesebetsi ea tsona ka mafolofolo linaheng tse ling

Leha lik'hamphani tsa likoloi tsa mofuta oa lehae li ntse li fihlella ts'ebetso e ntle ea ho romela thepa kantle ho naha, li ntse li sebelisa limmaraka tsa kantle ho naha ka mafolofolo ho itokisetsa bokamoso.

Ka la 13 Loetse, likoloi tse ncha tsa motlakase tsa SAIC Motor tse 10,000 MG MULAN li ile tsa romeloa 'marakeng oa Europe ho tloha Shanghai. Ena ke sehlopha se seholo ka ho fetisisa sa likoloi tse hloekileng tsa motlakase tse romelloang kantle ho naha ho tloha Chaena ho ea Europe ho fihlela joale. Motho ea amehang ea ikarabellang Lefapheng la Indasteri le Theknoloji ea Tlhahisoleseling o itse ho romelloa ha "likoloi tse 10,000 Europe" ke SAIC ho tšoaea katleho e ncha nts'etsopeleng ea machaba ea indasteri ea likoloi ea naha ea heso, thepa e ncha ea likoloi tsa motlakase tse romelloang kantle ho naha ea Chaena e kene mohatong oa nts'etsopele e potlakileng, 'me e boetse e susumetsa indasteri ea likoloi ea lefats'e ho fetoha motlakase.

Lilemong tsa morao tjena, mesebetsi ea katoloso ea Great Wall Motor kantle ho naha le eona e bile khafetsa haholo, 'me palo eohle ea thekiso ea likoloi tse felletseng kantle ho naha e fetile milione e le' ngoe. Ka Pherekhong selemong sena, Great Wall Motor e rekile fektheri ea India ea General Motors, hammoho le fektheri ea Mercedes-Benz Brazil e rekiloeng selemong se fetileng, hammoho le lifeme tse thehiloeng tsa Russia le Thailand, Great Wall Motor e fumane sebopeho mebarakeng ea Eurasia le Amerika Boroa. Ka Phato selemong sena, Great Wall Motor le Emile Frye Group li fihletse tumellano ea tšebelisano-'moho ka molao, 'me mahlakore ana a mabeli a tla hlahloba' maraka oa Europe hammoho.

Chery, e ileng ea romela limmaraka tsa mose ho maoatle pejana, e bone ho romelloa ha eona kantle ho naha ka Phato ho eketseha ka 152.7% selemo le selemo ho fihla ho likoloi tse 51,774. Chery e thehile litsi tse 6 tsa R&D, libaka tsa tlhahiso tse 10 le mabenkele a thekiso le litšebeletso a fetang 1,500 mose ho maoatle, 'me lihlahisoa tsa eona li romeloa Brazil, Russia, Ukraine, Saudi Arabia, Chile le linaheng tse ling. Ka Phato selemong sena, Chery e qalile ho buisana le baetsi ba likoloi ba Russia ho phethahatsa tlhahiso ea lehae Russia.

Ho tloha bofelong ba Phupu ho isa qalong ea Phato selemong sena, BYD e phatlalalitse ho kena 'marakeng oa likoloi tsa bapalami Japane le Thailand, 'me ea qala ho fana ka lihlahisoa tse ncha tsa likoloi tsa motlakase bakeng sa limmaraka tsa Sweden le Jeremane. Ka la 8 Loetse, BYD e phatlalalitse hore e tla haha ​​​​feme ea likoloi tsa motlakase Thailand, e reriloeng ho qala ts'ebetso ka 2024, ka bokhoni ba tlhahiso ea selemo le selemo ba likoloi tse ka bang 150,000.

Changan Automobile e rera ho haha ​​metheo e 'meli ho isa ho e mene ea tlhahiso ea kantle ho naha ka 2025. Changan Automobile e itse e tla theha ntlo-kholo ea Europe le ntlo-kholo ea Amerika Leboea ka nako e loketseng, 'me e kene mebarakeng ea likoloi ea Europe le Amerika Leboea ka lihlahisoa tsa likoloi tsa boleng bo holimo le tsa theknoloji e phahameng.

Mabotho a mang a macha a etsang likoloi le ona a shebile mebaraka ea mose ho maoatle 'me a labalabela ho leka.

Ho ea ka litlaleho, ka la 8 Loetse, Leap Motor e phatlalalitse ho kena ha eona ka molao mebarakeng ea mose ho maoatle. E fihletse tšebelisano-'moho le k'hamphani ea indasteri ea likoloi ea Isiraele ho romela sehlopha sa pele sa li-T03 ho Isiraele; Weilai o itse ka la 8 Mphalane hore lihlahisoa tsa eona, lits'ebeletso tsa sistimi eohle le mohlala o mocha oa khoebo li tla kenngoa tšebetsong Jeremane, Netherlands, Sweden le Denmark; Xpeng Motors le eona e khethile Europe e le sebaka se ratoang bakeng sa ho hola ha eona lefatšeng ka bophara. E tla thusa Xiaopeng Motors ho kena kapele 'marakeng oa Europe. Ho feta moo, AIWAYS, LANTU, WM Motor, jj. le tsona li kene 'marakeng oa Europe.

Mokhatlo oa Likoloi oa Chaena o bolela esale pele hore thepa ea likoloi e romelloang kantle ho naha ea heso e tla feta limilione tse 2.4 selemong sena. Tlaleho ea morao-rao ea lipatlisiso ea Pacific Securities e boletse hore ho etsa boiteko ka lehlakoreng la thepa e romelloang kantle ho naha ho ka thusa lik'hamphani tsa likoloi tsa boleng bo holimo tsa lehae le likarolo ho potlakisa katoloso ea ketane ea indasteri, le ho ntlafatsa matla a tsona a tlhaho mabapi le phetoho ea theknoloji le ntlafatso ea sistimi ea boleng.

Leha ho le jwalo, batho ba ka hare ho indasteri ba dumela hore dihlahiswa tse ikemetseng di ntse di tobane le diphephetso tse itseng tsa "ho ya mose ho mawatle". Hona jwale, boholo ba dihlahiswa tse ikemetseng tse kenang mmarakeng o tswetseng pele di ntse di le mothating wa teko, mme ho hola ha dikoloi tsa China lefatsheng ka bophara ho ntse ho hloka nako ho netefatsa.