A da'irar EV ta kasar Sin, ba wai kawai sabbin kamfanonin motoci irin su Nio, Xiaopeng da Lixiang da suka fara aiki ba, har ma da kamfanonin mota na gargajiya irinsu SAIC da ke yin sauye-sauye sosai. Kamfanonin Intanet irin su Baidu da Xiaomi kwanan nan sun bayyana shirinsu na shiga cikin harkar samar da wutar lantarki.
A watan Janairun wannan shekara, Baidu ya sanar da kafa kamfanin mota mai basira, a matsayin mai kera motoci don shiga masana'antar kera motoci. Didi ya kuma ce za ta shiga cikin rundunar masu kera motoci nan gaba. A bikin kaddamar da kayayyakin bazara na bana, shugaban Xiaomi Lei Jun ya sanar da turawa cikin kasuwar motocin lantarki mai wayo, tare da kiyasin zuba jari na dala biliyan 10 cikin shekaru 10. A ranar 30 ga Maris, Kamfanin Xiaomi ya ba da sanarwar a hukumance ga kasuwar hada-hadar hannayen jari ta Hong Kong, tana mai cewa kwamitin gudanarwarta ya amince da aikin don zuba jari a masana'antar kera motocin lantarki.
Har ya zuwa yanzu, hanyar mota mai wayo ta cika cike da sabbin dakarun kera motoci.
Shin BEV mai wayo yana da sauƙin yi?
- Babban zuba jari, tsayin daka na samarwa da kalubalen fasaha da yawa, amma kamfanonin Intanet suna da wasu fa'idodi a cikin software da sauran fannoni
Babban jarin jari. Baya ga tsadar bincike da haɓakawa, gina mota ya haɗa da tallace-tallace, gudanarwa, da siyan kadarori kamar masana'antu. Dauki NiO Automobile a matsayin misali. Bisa kididdigar da jama'a suka bayar, NIO ta kashe yuan biliyan 2.49 kan R&D da kuma yuan biliyan 3.9323 kan tallace-tallace da sarrafa kayayyaki a shekarar 2020. Bugu da kari, ba kamar motocin gargajiya ba, ginin tashoshi masu canza wutar lantarki kuma na bukatar kudi mai yawa. A cewar shirin, NIO za ta fadada adadin tashoshin samar da wutar lantarki a fadin kasar daga sama da 130 a karshen shekarar 2020 zuwa sama da 500 nan da karshen shekarar 2021, sannan za ta daukaka zuwa tashar wutar lantarki ta biyu mai inganci da ayyuka masu karfi.
Dogon sake zagayowar samarwa. Nio, wanda aka kafa a cikin 2014, ya ba da motarsa ta farko ES8 a cikin 2018, wacce ta ɗauki shekaru huɗu. Ya ɗauki Xiaopeng shekaru uku don isar da motarsa ta farko G3 a cikin yawan jama'a. Motar farko ta Ideal, The Li One2019, an kuma isar da ita a cikin yawan jama'a shekaru hudu bayan kafa kamfanin. Mai jarida ya fahimta daga Baidu mutunta, tabbas motar farko ta Baidu tana buƙatar kimanin shekaru 3 don samar da isar da makamashi.
Bugu da kari, motocin masu amfani da wutar lantarki suma suna fuskantar kalubale kamar raunin fasahar kere-kere, tsarin tabbatar da inganci da za a inganta, rashin isassun kayayyakin more rayuwa, da kara gasar kasuwa.
Ƙirƙirar mota ba ta da sauƙi, amma kamfanonin Intanet suna tunanin suna da "fa'ida ta asali" a cikin motocin lantarki masu wayo, suna ba su ƙarfin hali don gwadawa. Baidu ya ce, Baidu yana da cikakkiyar fasahar yanayin muhalli a cikin ilimin halittar software, don haka za mu iya inganta fa'idodin fasaha da software. Lei Jun ya yi imanin cewa Xiaomi yana da mafi kyawun ƙwarewar masana'antu a cikin haɗin gwiwar software da haɗin gwiwar kayan masarufi, babban adadin tarin fasahar fasaha, mafi girman masana'antar da ke da alaƙa da yanayin yanayi mai hankali balagagge, da isasshen ajiyar kuɗi, don kera motoci, Xiaomi yana da matukar tasiri. gagarumin musamman amfani.
Me yasa kamfanonin Intanet ke tsalle cikin kera motocin lantarki?
- Tare da ingantaccen haɓakar haɓaka, fa'idodin kasuwa da kuma goyon bayan siyasa mai ƙarfi, kamfanoni da yawa suna ɗaukarsa a matsayin babban daftarin aiki a cikin shekaru goma masu zuwa.
Kuma kona kuɗi, sake zagayowar yana da tsawo, dalilin da yasa manyan masana'antun Intanet ke shiga cikin gaggawakasuwanci?
Kyakkyawan ci gaban ci gaba - Ya zuwa shekarar 2020, kera da sayar da sabbin motocin makamashi na kasar Sin ya zama na daya a duniya cikin shekaru shida a jere, inda aka samu karuwar tallace-tallacen da ya haura raka'a miliyan 5.5. Daga watan Janairu zuwa Maris na wannan shekara, samarwa da sayar da sabbin motocin makamashi ya kai raka'a 533,000 da raka'a 515,000, wanda ya ninka sau 3.2 da sau 2.8 a duk shekara, kuma tallace-tallacen ya kai wani sabon matsayi. Kungiyar masu kera motoci ta kasar Sin ta yi hasashen cewa, ana sa ran samarwa da sayar da sabbin motocin makamashi za su wuce raka'a miliyan 1.8 a bana, kuma za a ci gaba da samun ci gaba mai kyau.
Faɗin kasuwa - Sabon tsarin bunkasa masana'antu na makamashi (2021-2035) wanda babban ofishin majalisar gudanarwar kasar Sin ya fitar ya ba da shawarar cewa a shekarar 2025, adadin siyar da sabbin motocin makamashi ya kamata ya kai kusan kashi 20% na adadin tallace-tallacen da aka sayar. sababbin motoci. Ya zuwa shekarar 2020, yawan shiga kasuwannin sabbin motocin makamashi a kasar Sin ya kai kashi 5.8% kawai, a cewar Tarayyar. Daga watan Janairu zuwa Maris na wannan shekara, yawan kutsawa cikin kasuwa na sabbin motocin makamashi ya kai kashi 8.6%, wanda ya fi na shekarar 2020 girma, amma har yanzu akwai sauran sarari da za a kai ga burin da aka yi niyya na kashi 20%.
Karin tallafin manufofi - A bara, ma'aikatar kudi ta kasar Sin da sassan da abin ya shafa sun tsawaita manufar ba da tallafin siyan sabbin motocin makamashi har zuwa karshen shekarar 2022. Bugu da kari, gine-ginen ababen more rayuwa kamar tulun caji su ma sun samu goyon baya sosai. A cikin 'yan shekarun nan, an fitar da jerin tsare-tsare na tallafi, wanda ya shafi lambobin yabo na kuɗi da tallafi, fifikon farashin cajin wutar lantarki, da sa ido kan ginin wuraren caji da aiki, samar da tsarin tallafawa manufofin gini da haɓaka wuraren caji. Ya zuwa karshen shekarar 2020, yawan tankunan cajin jama'a a kasar Sin ya kai 807,300.
Cikakkun sarkar masana'antu - Dauki Shanghai Lianji New Energy Technology Co., LTD a matsayin misali, tarin cajin gidan Lianji da sauran kayayyakin caji an daidaita su da SAIC Volkswagen, Geely, Toyota, Dongfeng Nissan da sauran masana'antar kera motoci, tare da jigilar kaya na shekara-shekara na cajin gida. tara sun kai 100,000 sets. A lokaci guda kuma, yana ba da kayan aikin caji mai hankali da tsarin gudanarwa na dandamali don masu ba da sabis na ba da hayar da cikakkiyar caji mai hankali da keɓance mafita ga ma'aikatan caji don biyan buƙatun sabis na caji da aiki na abokan ciniki daban-daban a cikin sabon sarkar masana'antar makamashi.
“Motoci masu amfani da wutar lantarki sune mafi girman hanyar ci gaba a cikin shekaru goma masu zuwa. Su wani yanki ne da ba makawa a cikin wayayyun halittu. Su ne kuma hanya daya tilo da Xiaomi zai ci gaba da cika manufarsa da biyan bukatun mutane don ingantacciyar rayuwa tare da fasaha." Lei Jun yace.
Baidu ya ce: "Mun yi imanin cewa hanyar mota mai wayo na ɗaya daga cikin mahimman hanyoyin fasahar AI don isa ga ƙasa da kuma amfanar al'umma, kuma akwai sararin sarari don darajar kasuwanci."
Lokacin aikawa: Oktoba-29-2021