Yadda ake siyar da sabbin motocin makamashi a China, yadda manyan kamfanonin hada-hadar motoci ke daɗa damuwa.
A ranar 14 ga Oktoba, 2021, Shugaban Kamfanin Volkswagen Herbert Diess ya gayyaci Elon Musk don yin magana da shugabannin zartarwa 200 a taron Ostiriya ta hanyar kiran bidiyo.
Tun a farkon Oktoba, Diess ta kira manyan jami'ai 120 daga rukunin Volkswagen don wani taro a Wolfsburg.Ya yi imanin cewa "makiya" da Volkswagen ke fuskanta a halin yanzu su ne Tesla da sabbin sojojin kasar Sin.
Har ma ya nanata ba tare da ɓata lokaci ba: “Tallakawa suna siyar da tsada sosai, saurin samarwa yana jinkiri kuma yawan amfanin ƙasa ya ragu, kuma ba sa yin gasa.”
A watan da ya gabata, Tesla ya sayar da motoci sama da 50,000 duk wata a kasar Sin, yayin da SAIC Volkswagen da FAW-Volkswagen suka sayar da motoci 10,000 kacal.Duk da cewa kason sa ya mamaye kashi 70% na manyan kamfanonin hadin gwiwa, bai kai ga yawan siyar da abin hawa Tex ba.
Diess yana fatan yin amfani da "koyarwar" Musk don ƙarfafa manajojinsa don hanzarta sauyawa zuwa motocin lantarki.Ya yi imanin cewa, ƙungiyar Volkswagen tana buƙatar yanke shawara cikin sauri da kuma ƙarancin aiki don cimma babban sauyi a tarihin ƙungiyar Volkswagen.
"Sabuwar kasuwar makamashi ta kasar Sin kasuwa ce ta musamman, kasuwa tana canjawa cikin sauri, kuma hanyoyin gargajiya ba su da wani tasiri."Masu sa ido sun yi imanin cewa yanayin gasa na yanzu yana buƙatar kamfanoni su ci gaba da inganta haɓaka.
Volkswagen ya kamata ya zama ƙwararrun ƙwararrun mota.
Bisa kididdigar da kungiyar tafiye-tafiye ta kasar Sin ta fitar a ranar Talatar da ta gabata, a cikin watan Satumba, yawan dillalan sayar da kayayyaki na cikin gida na sabbin motocin makamashi ya kai kashi 21.1%.Daga cikin su, adadin shigar sabbin motocin makamashi na kasar Sin ya kai kashi 36.1%;yawan shigar motocin alatu da sabbin motocin makamashi shine 29.2%;Matsakaicin shigar sabbin motocin haɗin gwiwa na yau da kullun shine kawai 3.5%.
Bayanai madubi ne, kuma jesiyoyin sun nuna jin kunyar sauye-sauyen manyan kamfanoni na hadin gwiwa zuwa wutar lantarki.
Ba a cikin watan Satumba na wannan shekara ba ko kuma a cikin sabon matsayi na tallace-tallace na makamashi (saman 15) a cikin watanni tara na farko, babu ɗayan manyan samfuran haɗin gwiwar haɗin gwiwar da ke cikin jerin.Daga cikin sayar da motocin alfarma na alfarma fiye da yuan 500,000 a watan Satumba, sabuwar wutar lantarki ta Gaohe dake kasar Sin ta zo na daya, Hongqi-EHS9 ita ce ta uku.Samfuran alamar kasuwancin haɗin gwiwa na al'ada kuma ba su bayyana ba.
Wa zai iya zama har yanzu?
Honda ta fito da sabon samfurin motar lantarki mai tsabta “e: N” a makon da ya gabata, kuma ta kawo sabbin samfura guda biyar;Kamfanin Ford ya sanar da kaddamar da keɓaɓɓen samfurin "Ford Select" manyan motoci masu amfani da wutar lantarki a kasuwannin kasar Sin, da kuma samfurin Ford Mustang Mach- E (parameters | hotuna) GT (parameters | hotuna);SAIC General Motors Ultium Auto Super Factory an sanya shi a hukumance don samarwa……
A sa'i daya kuma, sabbin rundunonin na baya-bayan nan su ma suna kara saurin tura su.Xiaomi Motors ya nada Li Xiaoshuang a matsayin mataimakin shugaban kamfanin Xiaomi Motors, wanda ke da alhakin samar da kayayyaki, sarkar samar da kayayyaki da ayyukan da suka shafi kasuwa;Ingantacciyar cibiyar kera fasahar kere kere ta Beijing ta fara aiki a gundumar Shunyi da ke birnin Beijing;FAW Group za ta zama babban mai saka hannun jari a Jingjin Electric…
Wannan yaƙin ba tare da foda ba yana ƙara zama cikin gaggawa.
▍Musk "class koyarwa" ga manyan jami'an Volkswagen
A watan Satumba, ID.Iyali sun sayar da motoci sama da 10,000 a kasuwar kasar Sin.Ƙarƙashin yanayin "karancin ainihin" da "iyakar wutar lantarki", waɗannan motocin 10,000 ba su da sauƙi a samu.
A watan Mayu, tallace-tallace na ID.jerin a China sun wuce 1,000.A watan Yuni, Yuli, da Agusta, tallace-tallace sun kasance 3145, 5,810, da 7,023, bi da bi.Hasali ma, sun kasance suna tashe.
Murya ɗaya ta yi imanin cewa canjin Volkswagen ya yi jinkiri sosai.Kodayake girman tallace-tallace na ID na Volkswagen.Iyali sun zarce 10,000, jimlar haɗin gwiwar biyu ne, SAIC-Volkswagen da FAW-Volkswagen.Ga "Arewa da Kudancin Volkswagen" wanda tallace-tallace na shekara-shekara ya wuce miliyan 2, tallace-tallace na wata-wata na ID.iyali ba su cancanci bikin ba.
Wata muryar kuma ta yi imanin cewa mutane suna buƙatar jama'a sosai.Dangane da lokaci, ID.iyali suna da ci gaba mafi sauri daga sifili zuwa 10,000.Xiaopeng da Weilai, wadanda su ma sun sayar da fiye da 10,000 a watan Satumba, sun dauki shekaru da dama don cimma wannan karamin buri.Don kallon sabon waƙar makamashi a hankali, layin farawa na 'yan wasa bai bambanta sosai ba.
Diess, wanda ke jagorantar Wolfsburg, a bayyane yake bai gamsu da sakamakon ID ba.iyali.
A cewar rahoton "Business Daily" na Jamus, a ranar 14 ga Oktoba, 2021, Diess ta gayyaci Musk don ba da jawabi ga shugabannin 200 a wurin taron na Austriya ta hanyar kiran bidiyo.A ranar 16 ga wata, Diess ya wallafa a shafinsa na Twitter don nuna godiyarsa ga Musk, wanda ya tabbatar da wannan magana.
Jaridar ta ce Diess ta tambayi Musk: Me yasa Tesla ya fi sauƙi fiye da masu fafatawa?
Musk ya amsa da cewa hakan ya faru ne saboda salon tafiyar da shi.Shi injiniya ne na farko, don haka yana da ƙwarewa na musamman game da sarkar samarwa, dabaru da samarwa.
A cikin wani rubutu a kan LinkedIn, Diess ya kara da cewa ya gayyaci Musk a matsayin "bako mai ban mamaki" don fahimtar da jama'a cewa jama'a suna buƙatar yanke shawara da sauri da kuma rashin bin doka don cimma abin da ya ce.Babban canji a tarihin Volkswagen Group.
Diess ya rubuta cewa Tesla ya kasance mai jaruntaka da jaruntaka.Wani shari'ar kwanan nan ita ce Tesla ya amsa da kyau ga ƙarancin kwakwalwan kwamfuta.Kamfanin ya ɗauki makonni biyu zuwa uku kawai don sake rubuta software, ta yadda za a kawar da dogara ga nau'in guntu wanda ke da ƙarancin wadata kuma ya canza zuwa wani nau'i don dacewa da nau'in kwakwalwan kwamfuta daban-daban.
Diess ya yi imanin cewa ƙungiyar Volkswagen a halin yanzu tana da duk abin da ake buƙata don fuskantar ƙalubalen: dabarun da suka dace, iyawa da ƙungiyar gudanarwa.Ya ce: "Volkswagen yana buƙatar sabon tunani don saduwa da sabuwar gasa."
Diess ya yi gargadin a watan da ya gabata cewa Tesla ya bude masana'antar kera motoci ta Turai a Glenhead kusa da Berlin, wanda zai tilastawa kamfanonin cikin gida su kara gogayya da kamfanin kera motoci na Amurka da ke saurin bunkasa.
Ƙungiyar Volkswagen kuma tana haɓaka sauye-sauye ta kowane hanya.They suna shirin gina manyan masana'antun batura guda shida a Turai nan da shekarar 2030 a matsayin wani bangare na cikkaken farensu kan motsin lantarki.
Kamfanin Honda zai ci gaba da samar da wutar lantarki a kasar Sin bayan shekarar 2030
A kan hanyar samar da wutar lantarki, a ƙarshe Honda ya fara nuna ƙarfinsa.
A ranar 13 ga Oktoba, a gun taron dabarun samar da wutar lantarki ta yanar gizo mai taken "Hey World, This Is the EV", Honda China ta fitar da sabon samfurin motocin lantarki mai tsafta "e: N" kuma ta kawo jerin "e: N" guda biyar Sabbin samfura.
Imani ya tabbata.Don cimma manyan manufofi guda biyu na "kasancewar carbon" da "hadarin zirga-zirgar ababen hawa" a shekarar 2050. Honda na shirin yin lissafin adadin motocin lantarki masu tsafta da motocin man fetur a kasuwanni masu ci gaba ciki har da kasar Sin: 40% a 2030, 80% a 2035 kuma 100% a cikin 2040.
Musamman a kasuwannin kasar Sin, Honda za ta kara hanzarta kaddamar da na'urori masu amfani da wutar lantarki.Bayan shekarar 2030, dukkan sabbin nau'ikan da kamfanin Honda ya kaddamar a kasar Sin, motoci ne masu amfani da wutar lantarki, irin su motocin lantarki masu amfani da wutar lantarki, da na'urorin hada-hada, kuma ba za a bullo da sabbin motocin mai ba.
Don cimma wannan buri, Honda ta fitar da sabon samfurin motar lantarki mai tsafta mai suna "e: N"."E" yana nufin kuzari (power), wanda kuma shine lantarki (lantarki).“N yana nufin Sabon (sabon sabo) da na gaba (evolution).
Honda ya ɓullo da wani sabon fasaha da ingantaccen lantarki gine-gine "e: N Architecture".Wannan gine-ginen ya haɗu da haɓakar inganci, manyan motocin motsa jiki, babban ƙarfin aiki, manyan batura masu yawa, ƙayyadaddun firam da dandamali na chassis don motocin lantarki masu tsabta, kuma yana ɗaya daga cikin mahimman tsarin da ke tallafawa jerin "e: N".
A lokaci guda kuma, rukunin farko na motocin kera motoci na "e: N": Dongfeng Honda's e: NS1 bugu na musamman da GAC Honda's e: NP1 na musamman suna da farkon duniya, waɗannan motocin lantarki guda biyu za a ƙaddamar da samfurin samarwa a cikin bazara na 2022.
Bugu da kari, motoci guda uku suma sun fara fitowa a duniya: Bam na biyu e:N Coupe na jerin “e:N”, bam na uku e:N SUV, da bam na hudu e:N GT, wadannan. uku model.Za a samu sigar samarwa a cikin shekaru biyar masu zuwa.
Ta yin amfani da wannan taro a matsayin mafari, Honda ya buɗe wani sabon babi na sauye-sauyen da kasar Sin ta samu wajen samar da wutar lantarki.
▍Ford ya ƙaddamar da keɓaɓɓen nau'ikan manyan motocin lantarki masu ƙarfi
A ranar 11 ga Oktoba, a Ford Mustang Mach-E "Electric Horse Departure" alamar dare, samfurin Mustang Mach-E GT ya fara halarta a duniya lokaci guda.Farashin sigar cikin gida yana kan yuan 369,900.A wannan dare, Ford ya sanar da cewa ya kai ga haɗin gwiwar dabarun tare da bude duniyar rayuwa ta wayar hannu "Farkawa" wanda Tencent Photonics Studio Group ya haɓaka, ya zama abokin tarayya na farko na dabarun a cikin nau'in abin hawa.
A sa'i daya kuma, kamfanin na Ford ya sanar da kaddamar da wata babbar mota kirar Ford Select high-karshen smart masu amfani da wutar lantarki a kasuwannin kasar Sin, kuma a lokaci guda ya kaddamar da wani sabon tambari, don kara zurfafa zuba jarin Ford a kasuwar motocin lantarki na kasar Sin, da kara saurin sauye-sauyen wutar lantarki na kasar Sin. Alamar Ford tare da ingantaccen ƙwarewar mai amfani gabaɗaya.
Sabuwar samfurin Ford Select high-karshen smart abin hawa mai keɓantaccen nau'in za ta dogara da hanyar sadarwar tallace-tallace kai tsaye na abin hawa mai zaman kanta don ƙaddamar da ƙwarewar mai amfani ta musamman, caji mara damuwa da sabis na tallace-tallace ga kasuwar Sinawa.
Domin inganta cikakken kwarewar masu amfani da motocin lantarki wajen siye da amfani da ababen hawa, Ford za ta hanzarta tura hanyoyin sadarwar tallace-tallace na motocin lantarki, da kuma shirin bude shagunan sayar da motocin lantarki sama da 100 na Ford a kasuwannin kasar Sin a shekarar 2025. zai zama ƙarin motocin lantarki masu wayo na Ford a nan gaba.Ana sayar da motocin da sabis a ƙarƙashin hanyar sadarwar tallace-tallace kai tsaye ta Ford Select.
A lokaci guda, Ford za ta ci gaba da inganta kwarewar mai amfani da caji da kuma gane da'irar "3km" mai cike da makamashi a cikin manyan biranen.A ƙarshen 2021, masu amfani da Mustang Mach-E za su iya samun damar kai tsaye zuwa igiyoyi masu inganci 400,000 waɗanda masu caji 24 suka bayar da suka haɗa da Grid na Jiha, Kira na Musamman, Cajin Star, Grid Power Southern, Cajin Saurin Cloud, da Makamashi na NIO ta hanyar App na mai shi.Tulan cajin jama'a, gami da tarin caji mai sauri 230,000 DC, sun rufe sama da kashi 80% na albarkatun cajin jama'a a birane 349 a duk faɗin ƙasar.
A cikin kashi uku na farkon shekarar 2021, Ford ya sayar da motoci 457,000 a kasar Sin, karuwar kashi 11% a duk shekara.Chen Anning, shugaba kuma babban jami'in kamfanin Ford China, ya ce, "Kamar yadda Ford EVOS da Ford Mustang Mach-E suka fara sayar da kayayyaki, za mu kara saurin samar da wutar lantarki da leken asiri a kasar Sin.
▍SAIC-GM yana haɓaka haɓaka sabbin abubuwan abubuwan makamashi
A ranar 15 ga Oktoba, an fara samar da masana'antar Ultium Auto Super na SAIC-GM a Jinqiao, Pudong, Shanghai, wanda ke nufin cewa SAIC-GM ta na'urorin masana'antu na gida don sabbin kayan aikin makamashi sun kai wani sabon matsayi.
SAIC General Motors da Cibiyar Fasaha ta Automotive ta Pan Asia sun shiga cikin ƙira lokaci guda da haɓaka tsarin gine-ginen Ultium Auto Electric Vehicle Platform, wanda ke ba da damar siyan yanki na sama da 95% na sassa da abubuwan haɗin gwiwa.
Babban Manajan Kamfanin na SAIC General Motors Wang Yongqing ya ce: "2021 ita ce shekarar da SAIC General Motors ke latsa "accelerator" don haɓaka wutar lantarki da haɗin kai.) Motoci masu amfani da wutar lantarki masu tsafta bisa tsarin motocin lantarki na Autoneng sun sauka, suna ba da tallafi mai karfi."
A matsayin daya daga cikin muhimman ayyuka na hannun jarin SAIC-GM na yuan biliyan 50 a sabbin fasahohi don samar da wutar lantarki da hanyoyin sadarwar zamani, an inganta kamfanin na Autoneng Super Factory daga cibiyar bunkasa tsarin batir wutar lantarki ta SAIC-GM na asali, kuma tana sanye take da samar da batirin wutar lantarki. tsarin.Tare da iyawar gwaji, layin samfurin da aka tsara ya ƙunshi duk jerin sabbin tsarin batirin abin hawa na makamashi kamar haɗaɗɗen haske, matasan toshe, da motocin lantarki masu tsabta.
Bugu da kari, da Auto na iya super factory rungumi dabi'ar duniya manyan tsarin tsarin, fasaha nagartacce da ingancin kula da management kamar yadda GM North America, hade tare da high-madaidaici, cikakken rayuwar sake zagayowar data gano fasaha masana'antu fasaha, wanda shi ne mafi kyau baturi tsarin ga Canjin atomatik Samfuran inganci yana ba da garanti mai ƙarfi.
Kammalawa da ƙaddamar da masana'antar Autoneng Super Factory, tare da cibiyoyin gwajin tsarin "lantarki uku" guda biyu da aka buɗe a watan Maris, Ginin Gwajin Sabuwar Makamashi na Pan-Asia da Laboratory Safety Batirin Guangde, yana nuna cewa SAIC General Motors yana da ikon yin hakan. haɓaka, Gwaji da tabbatar da cikakken ikon tsarin sabon makamashi daga masana'anta zuwa siyan gida.
A zamanin yau, canjin masana'antar kera motoci ya samo asali daga yaƙi guda ɗaya don haɓaka wutar lantarki zuwa yaƙin ƙididdigewa da haɓaka wutar lantarki.Zamanin da kayan masarufi na gargajiya suka ayyana a hankali ya shuɗe, amma ya koma gasa na haɗa software kamar wutar lantarki, tuƙi mai kaifin baki, mai wayo, da kuma gine-ginen lantarki.
Kamar yadda Chen Qingtai, shugaban kungiyar motocin lantarki na kasar Sin na 100, ya ce a taron samar da sabbin makamashi da fasahar kere-kere ta duniya, "Rabi na biyu na juyin juya halin motoci ya dogara ne kan hanyoyin sadarwa na zamani, da hankali, da digitization."
A halin yanzu, yayin da ake gudanar da aikin samar da wutar lantarki ta motoci a duniya, masana'antar kera motoci ta kasar Sin ta samu nasarorin da suka shahara a duniya, ta hanyar samun moriyarsu ta farko, wanda hakan zai kara wahalar da kamfanonin hadin gwiwa wajen yin takara a sabuwar kasuwar motocin makamashi.
Lokacin aikawa: Oktoba-20-2021