Izinga lokutholwa kwe-NEV lifinyelele kumaphesenti angama-31.6 ngo-2023, liqhathaniswa nephesenti elingu-1.3 ngo-2015 njengemixhaso yabathengi kanye nezikhuthazo zabakhi abasekela ukuhlinzwa
Umgomo waseBeijing wamaphesenti angama-20 ngo-2025, ngaphansi kohlelo lwayo lwentuthuko yesikhathi eside ngo-2020, wadlulwa ngonyaka odlule.
Izimoto zamandla amasha (NEVs) zizoba yingxenye yezimoto ezintsha ezidayiswa ezweni laseChina ngo-2030, njengoba izikhuthazo zombuso kanye neziteshi zokushaja ezandayo zizuza amakhasimende amaningi, ngokusho kwe-Moody's Investors Service.
Ukuqagela kusikisela inzuzo eqhubekayo neqhubekayo kule minyaka eyisithupha ezayo njengoba uxhaso lwabathengi bezimoto kanye nekhefu lentela labakhiqizi nabakhiqizi bamabhethri basekela isidingo, inkampani yokulinganisa isho embikweni okhishwe ngoMsombuluko.
Izinga lokutholwa kwe-NEV e-China lafinyelela kumaphesenti angama-31.6 ngo-2023, okuwukukhuphuka okubonakalayo kusuka kumaphesenti angu-1.3 ngo-2015. Lokho sekuvele kweqe umgomo waseBeijing wamaphesenti angama-20 ngo-2025 lapho uhulumeni ememezela uhlelo lwakhe lwentuthuko yesikhathi eside ngo-2020.
Ama-NEV ahlanganisa izimoto zikagesi ezihlanzekile, uhlobo lwe-plug-in hybrid kanye nezimoto ezisebenza nge-hydrogen-cell-fuel.I-China inemakethe enkulu kunazo zonke emhlabeni yezimoto nezimoto zikagesi.
"Izilinganiso zethu zisekelwa ukukhula kwesidingo sasekhaya sama-NEV kanye nokutshalwa kwezimali kwingqalasizinda eshajayo, izinzuzo zezindleko zaseChina ku-NEV nabakhiqizi bamabhethri, kanye nenqwaba yezinqubomgomo zomphakathi ezisekela lo mkhakha nezimboni eziseduze," kusho isikhulu esiphezulu sezikweletu uGerwin Ho. umbiko.
Isibikezelo sikaMoody siphansi kakhulu kunesilinganiso se-UBS Group sango-2021. Ibhange lokutshala izimali laseSwitzerland lalibikezele ukuthi izimoto ezintathu kuzo zonke ezinhlanu ezithengiswa emakethe yasekhaya yaseChina zizobe sezisebenza ngamabhethri ngo-2030.
Yize ikhula kancane kulo nyaka, imboni yezimoto isalokhu igqamile ekukhuleni kwesizwe okushabalalayo.Abakhiqizi abavela kwa-BYD baya e-Li Auto, Xpeng naseTesla babhekene nokuncintisana okunzima phakathi kwabo phakathi kwempi yamanani.
I-Moody's ilindele ukuthi imboni ibhekane namaphesenti angu-4.5 kuya kwangu-5 omkhiqizo wasekhaya wase-China ngo-2030, okunxephezela izindawo ezibuthakathaka zomnotho njengomkhakha wezakhiwo.
I-Moody's ixwayise embikweni wokuthi ubungozi bendawo yezepolitiki bungase buthiye ukuthuthukiswa kwe-value chain yase-China njengoba abahlanganisi bezimoto ezwenikazi kanye nabakhiqizi bezingxenye bebhekana nezithiyo zokuhweba ezimakethe zaphesheya kwezilwandle.
I-European Commission iphenya ngezimoto zikagesi ezenziwe eShayina ukuze kutholakale uxhaso lukahulumeni olusolakala ukuthi lubeka engcupheni abakhiqizi base-Europe.Uphenyo lungase lubangele amanani entengo aphezulu kunezinga elijwayelekile lamaphesenti angu-10 e-European Union, kusho uMoody's.
Isibikezelo se-UBS ngoSepthemba sokuthi abakhiqizi bezimoto baseShayina bazolawula amaphesenti angama-33 ezimakethe zomhlaba ngo-2030, acishe aphinde kabili amaphesenti ayi-17 abawatholile ngo-2022.
Embikweni we-UBS we-teardown, ibhange lithole ukuthi i-BYD's pure electric Seal sedan inenzuzo yokukhiqiza kune-Tesla Model 3 ehlanganiswe ezweni laseChina.Izindleko zokwakha i-Seal, imbangi ye-Model 3, iphansi ngamaphesenti angu-15, kusho umbiko.
"Izintela ngeke zivimbe izinkampani zaseShayina ukuthi zakhe amafekthri eYurophu njengoba i-BYD kanye [nomkhiqizi webhethri] i-CATL sebevele benza [lokho]," kusho iqembu labamele i-European Transport & Environment kusho umbiko ngenyanga edlule."Inhloso kufanele kube ukwenza amaketanga okuhlinzekwa kwe-EV e-Europe ngenkathi kusheshiswa i-EV push, ukuze kulethe izinzuzo ezigcwele zezomnotho nesimo sezulu kulolu shintsho."
Isikhathi sokuthumela: Apr-18-2024
