I-China EVs: I-CATL, umenzi wamabhethri aphezulu emhlabeni, uhlela isitshalo sokuqala eBeijing ukuhlinzeka nge-Li Auto ne-Xiaomi

I-CATL, eyayinesabelo samaphesenti angama-37.4 emakethe yamabhethri emhlabeni jikelele ngonyaka odlule, izoqala ukwakhiwa embonini yaseBeijing kulo nyaka, kusho umhleli wezomnotho wedolobha.

Inkampani yaseNingde ihlela ukuletha ibhethri layo i-Shenxing, elinganikeza ibanga elingu-400km lokushayela ngemizuzu eyi-10 nje yokushaja, ngaphambi kokuphela kwekota yokuqala.

I-Contemporary Amperex Technology (CATL), inkampani enkulukazi emhlabeni ekhiqiza amabhethri ezimoto zikagesi (i-EV), izokwakha indawo yayo yokuqala e-Beijing ukuze ihlangabezane nesidingo esikhulayo sezimoto ezisebenza ngamabhethri e-Mainland China.

Isitshalo se-CATL sizosiza inhloko-dolobha yase-China yakhe uchungechunge oluphelele lokuhlinzeka ngokukhiqizwa kwe-EV, njengobaLi Auto, ukuqalisa kwezimoto zikagesi ezihamba phambili ezweni, kanye nomenzi wama-smartphone u-Xiaomi, bobabili abazinze e-Beijing, bakhuphula ukuthuthukiswa kwamamodeli amasha.

I-CATL, esekelwe eNingde, esifundazweni esisempumalanga yeFujian, izoqala ukwakha lesi sitshalo kulo nyaka, ngokusho kwesitatimende se-Beijing Commission of Development and Reform, i-ejensi yokuhlela umnotho yedolobha, engazange inikeze imininingwane mayelana nomthamo wesitshalo noma usuku lokuqalisa. .I-CATL inqabile ukuphawula.

Le nkampani, eyayinesabelo samaphesenti angama-37.4 emakethe yomhlaba wonke ekhipha amabhethri angama-233.4 gigawatt-amahora ezinyangeni eziyi-11 zokuqala zika-2023, izoba ngumdayisi obalulekile ku-Li Auto kanye ne-Xiaomi lapho imboni yomkhiqizi we-smartphone eBeijing. iqala ukusebenza, ngokusho kwabahlaziyi.

U-Li Auto usevele engumdlali ophambili engxenyeni ye-premium EV yase-China, futhi i-Xiaomi inamandla okuba ngumdlali oyedwa, kusho u-Cao Hua, ozakwethu enkampanini ezimele ye-Unity Asset Management.

“Ngakho-ke kunengqondo ukuthi abahlinzeki ababalulekile abafana ne-CATL basungule imigqa yokukhiqiza yendawo ukuze isebenzele amakhasimende ayo amakhulu,” kusho uCao.

Inhlangano ehlela umnotho eBeijing ithe i-Li Auto icabanga ukusungula isizinda sokukhiqiza izingxenye zezimoto, ngaphandle kokudalula imininingwane.

I-Li Auto iyimbangi eseduze kakhulu ne-Tesla engxenyeni ye-premium EV yase-China, iletha izimoto ezihlakaniphile ezingu-376,030 kubathengi basezweni elikhulu ngo-2023, okuwukugxuma okungamaphesenti angu-182.2 unyaka nonyaka.

Teslainikeze amakhasimende aseShayina amayunithi angu-603,664 enziwe e-Shanghai Gigafactory kumakhasimende aseShayina ngonyaka odlule, okuwukukhula ngamaphesenti angama-37.3 ngonyaka ngonyaka.

Xiaomiyembula imodeli yayo yokuqala, i-SU7, ekupheleni kuka-2023. Ebonisa ukubukeka okugqamile kanye nezinga lezemidlalo-imoto yokusebenza, inkampani ihlela ukuqala ukukhiqizwa kwesilingo se-sedan kagesi ezinyangeni ezizayo.

Isikhulu esiphezulu uLei Jun uthe iXiaomi izolwela ukuba ngumkhiqizi wezimoto ezinhlanu ezihamba phambili emhlabeni wonke eminyakeni eyi-15 kuya kwengama-20 ezayo.

E-China, izinga lokungena kwe-EV lidlule kumaphesenti angama-40 ngasekupheleni kuka-2023 phakathi kokuthanda ukukhuphuka kwabashayeli bezimoto ezihambisana nemvelo ezinobuchwepheshe bokushayela okuzenzakalelayo kanye nama-cockpits edijithali.

I-Mainland China manje iyimakethe yezimoto ne-EV enkulu kunazo zonke emhlabeni, futhi ukuthengiswa kwezimoto ezisebenza ngamabhethri kufinyelela cishe amaphesenti angama-60 engqikithi yomhlaba.

Umhlaziyi we-UBS, uPaul Gong, uthe ngesonto eledlule izinkampani eziyi-10 kuye kweziyi-12 zizosinda emakethe yezwekazi ngo-2030, njengoba ukuncintisana okwandayo bekulokhu kufaka ingcindezi kubenzi be-EV baseChina abangama-200 nangaphezulu.

Ukuthengiswa kwezimoto ezihamba ngamabhethri ezwenikazi kulindeleke ukuthi kwehle kufinyelele kumaphesenti angama-20 kulo nyaka, uma kuqhathaniswa nokukhula okungamaphesenti angama-37 okurekhodiwe ngo-2023, ngokusho kwesibikezelo seFitch Ratings ngoNovemba.

Khonamanjalo, i-CATL izoqala ukuletha ibhethri lemoto kagesi eshaja ngokushesha kakhulu emhlabeni ngaphambi kokuphela kwekota yokuqala yonyaka, okunye ukuphumelela kwezobuchwepheshe ukusheshisa ukusetshenziswa kwezimoto ezisebenza ngamabhethri.

Ibhethri le-Shenxing, elikwazi ukunikeza ibanga elingamakhilomitha angu-400 lokushayela ngemizuzu engu-10 nje yokushaja futhi lifinyelele umthamo wamaphesenti angu-100 ngemizuzu engu-15 nje ngenxa yalokho okubizwa ngokuthi amandla okushaja i-4C.