ʻO nā kaʻa ikaika hou e hana i ka 50% o nā kūʻai kaʻa hou o Kina ma 2030, nā wānana a Moody.

Ua hōʻea ka helu ʻana o NEV i ka 31.6 pākēneka i ka makahiki 2023, me ka 1.3 pākēneka i 2015 ma ke ʻano he kōkua no nā mea kūʻai aku a me nā mea hoʻoikaika no nā mea hana i lalo o ka piʻi ʻana.
ʻO ka pahuhopu o Beijing he 20 pakeneka e 2025, ma lalo o kāna hoʻolālā hoʻomohala lōʻihi ma 2020, ua ʻoi aku ma mua o ka makahiki i hala.

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ʻO nā kaʻa ʻenehana hou (NEV) e loaʻa i ka hapalua o ke kūʻai ʻana i nā kaʻa hou ma ka ʻāina nui ʻo Kina i ka makahiki 2030, no ka mea, ʻo ka hoʻoulu ʻana o ka mokuʻāina a me ka hoʻonui ʻana i nā hale hoʻolimalima e lanakila ma luna o nā mea kūʻai aku, e like me ka Moody's Investors Service.
Hōʻike ka projection i ka loaʻa paʻa a hoʻomau i nā makahiki ʻeono e hiki mai ana ma ke ʻano he kōkua no nā mea kūʻai kaʻa a me nā hoʻomaha ʻauhau no nā mea hana a me nā mea hana pākaukau e kākoʻo ana i ka koi, ʻōlelo ka hui helu ma kahi hōʻike i hoʻokuʻu ʻia ma ka Pōʻakahi.
Ua hōʻea ka nui o ka hoʻokomo ʻana o NEV ma Kina i 31.6 pākēneka i ka makahiki 2023, he lele nui mai ka 1.3 pākēneka i 2015. Ua ʻoi aku ia ma mua o ka pahuhopu o Beijing he 20 pākēneka e 2025 i ka wā i hoʻolaha ai ke aupuni i kāna hoʻolālā hoʻomohala lōʻihi ma 2020.
Aia nā NEV i nā kaʻa uila maʻemaʻe, nā ʻano hybrid plug-in a me nā kaʻa hydrogen-cell fuel cell.Aia ʻo Kina ka mākeke kaʻa kaʻa a me ke kaʻa uila nui loa ma ka honua.
"Hoʻokumu ʻia kā mākou mau manaʻo e ka ulu ʻana o ka noi kūloko no NEV a me nā hoʻopukapuka ʻana i ka hoʻopiʻi ʻana i nā ʻoihana, nā kumukūʻai o Kina ma NEV a me nā mea hana pākaukau, a me kahi ʻāpana o nā kulekele aupuni e kākoʻo ana i ka ʻāpana a me kāna ʻoihana pili," wahi a ka luna ʻaiʻē nui ʻo Gerwin Ho i ka hōʻike.
ʻOi aku ka maikaʻi o ka wānana a Moody ma mua o ka manaʻo o ka UBS Group i ka makahiki 2021. Ua manaʻo ka panakō hoʻopukapuka Swiss he ʻekolu o kēlā me kēia ʻelima mau kaʻa hou i kūʻai ʻia ma ka mākeke kūloko o Kina e hoʻohana ʻia e nā pihi ma 2030.
ʻOiai ʻo kahi hiccup o ka ulu ʻana i kēia makahiki, e mau ana ka ʻoihana kaʻa i wahi mālamalama i ka ulu ʻana o ka lāhui.Ke kū nei nā mea hana mai BYD a Li Auto, Xpeng a me Tesla i ka hoʻokūkū koʻikoʻi ma waena o lākou iho ma waena o ke kaua kumukūʻai.
Manaʻo ʻo Moody's e helu ka ʻoihana i ka 4.5 a i ka 5 pākēneka o ka waiwai nui o Kina i ka makahiki 2030, e uku ana i nā wahi nāwaliwali o ka ʻoihana e like me ka ʻāpana waiwai.
Ua ʻōlelo ʻo Moody's i loko o ka hōʻike e hiki i nā pilikia geopolitical ke keʻakeʻa i ka hoʻomohala ʻana i ke kaulahao waiwai NEV o Kina ʻoiai ʻo nā mea hōʻuluʻulu kaʻa ʻāina a me nā mea hana mea hana e kū nei i nā pale kālepa ma nā mākeke kūʻai aku ma waho.
Ke noiʻi nei ke Komisina ʻEulopa i nā kaʻa uila i hana ʻia e Kina no nā kālā kālā i manaʻo ʻia e hōʻino ʻole i nā mea hana ʻEulopa.Hiki i ka ʻimi noiʻi ke hopena i nā kumukūʻai kiʻekiʻe ma mua o ka helu maʻamau o 10 pākēneka ma ka European Union, wahi a Moody's.
Ua wānana ʻo UBS i ka mahina ʻo Kepakemapa e hoʻomalu nā mea hana kaʻa Kina i ka 33 pākēneka o ka mākeke honua ma 2030, aneane pālua i ka 17 pākēneka i loaʻa iā lākou i 2022.
Ma kahi hōʻike UBS teardown, ua ʻike ka panakō ua ʻoi aku ka maikaʻi o ka sedan Seal uila maʻemaʻe o BYD ma mua o Tesla's Model 3 i hui ʻia ma ka ʻāina nui o Kina.ʻO ke kumukūʻai o ke kūkulu ʻana i kahi Sila, kahi hoʻokūkū me Model 3, he 15 pākēneka haʻahaʻa, ua hoʻohui ka hōʻike.
"ʻAʻole e hoʻōki nā kumukūʻai i nā hui Kina mai ke kūkulu ʻana i nā hale hana ma ʻEulopa no ka mea ke hana nei ʻo BYD a me [ka mea hana pākaukau] CATL," wahi a ka hui lobby European Transport & Environment i kahi hōʻike i ka mahina i hala."ʻO ka pahuhopu ka hoʻokaʻawale ʻana i nā kaulahao lako EV ma ʻEulopa aʻo ka wikiwiki ʻana i ka pana EV, i mea e lawe mai ai i nā pono waiwai a me ke aniau o ka hoʻololi."


Ka manawa kau: Apr-18-2024

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