Ii-EVs zaseTshayina: I-CATL, umenzi ophezulu webhetri wehlabathi, uceba isityalo sokuqala eBeijing ukubonelela nge-Li Auto kunye ne-Xiaomi

I-CATL, eyayinesabelo seepesenti ezingama-37.4 kwimakethi yebhetri yehlabathi kulo nyaka uphelileyo, iya kuqalisa ukwakha kwiplanti yaseBeijing kulo nyaka, umcwangcisi wezoqoqosho wesixeko uthi.

Inkampani esekwe eNingde iceba ukuhambisa ibhetri yeShenxing, enokubonelela nge400km yoluhlu lokuqhuba ngemizuzu nje eli-10 yokutshaja, phambi kokuphela kwekota yokuqala.

ITekhnoloji ye-Amperex yangoku (CATL), inqwelo yombane enkulu emhlabeni (EV) umenzi webhetri, iya kwakha isityalo sayo sokuqala eBeijing ukuze ifumane imfuno ekhulayo yeemoto ezisebenza ngebhetri kwilizwe laseChina.

Isityalo se-CATL siya kunceda i-capital city yase-China yenze i-supply chain epheleleyo yemveliso ye-EV, njengokoLi Auto, Ukuqala kwemoto yombane yelizwe, kunye nomenzi we-smartphone u-Xiaomi, bobabini baseBeijing, baqhubela phambili ukuphuhliswa kweemodeli ezintsha.

I-CATL, esekelwe eNingde, kwiphondo lasempuma yeFujian, iya kuqalisa ukwakhiwa kwesityalo kulo nyaka, ngokwengxelo yeKomishoni yaseBeijing yoPhuhliso kunye noHlaziyo, i-arhente yocwangciso loqoqosho lwesixeko, engazange ibonelele ngeenkcukacha malunga nomthamo wesityalo okanye umhla wokuqalisa. .I-CATL yalile ukuphawula.

Inkampani, eyayinesabelo seepesenti ezingama-37.4 kwintengiso yehlabathi kunye nemveliso ye-233.4 gigawatt-iiyure zeebhetri kwiinyanga ezili-11 zokuqala zika-2023, imiselwe ukuba ibe ngumthengisi ophambili kuLi Auto kunye noXiaomi xa umenzi we-smartphone eBeijing isityalo. iqala ukusebenza, ngokutsho kwabahlalutyi.

U-Li Auto sele engumdlali ophambili kwicandelo le-premium ye-EV yaseTshayina, kwaye i-Xiaomi inamandla okuba ngomnye, utshilo uCao Hua, iqabane kwi-private-equity Unity Asset Management.

"Ngoko kunengqiqo kubaboneleli abaphambili abafana neCATL ukuseka imigca yemveliso yendawo ukuze bakhonze abathengi bayo abakhulu," kusho uCao.

I-arhente yokucwangcisa uqoqosho yaseBeijing yathi i-Li Auto icinga ukuseka isiseko semveliso yeengxenye zemoto, ngaphandle kokuchaza iinkcukacha.

I-Li Auto yeyona imbangi ikufutshane noTesla kwicandelo le-EV ye-premium yaseTshayina, ihambisa iimoto ezikrelekrele ezingama-376,030 kubathengi belizwe ngo-2023, ukutsiba kweepesenti ezili-182.2 ngonyaka ngonyaka.

Teslawanikezela ngeeyunithi ezingama-603,664 ezenziwe kwi-Shanghai Gigafactory kubathengi baseTshayina kulo nyaka uphelileyo, ulwando lwama-37.3 ekhulwini kunyaka ngonyaka.

Xiaomiyatyhila imodeli yayo yokuqala, i-SU7, ekupheleni kwe-2023. Ebonisa ukubukeka okubonakalayo kunye nenqanaba lezemidlalo-imoto yokusebenza, inkampani iceba ukuqalisa ukuveliswa kwesilingo se-sedan yombane kwiinyanga ezizayo.

I-CEO uLei Jun uthe i-Xiaomi iza kuzama ukuba ngumphathi weemoto ezintlanu eziphezulu kwihlabathi kwi-15 ukuya kwiminyaka engama-20 ezayo.

E-China, izinga lokungena kwe-EV lidlule kumyinge wama-40 ekhulwini ngasekupheleni kuka-2023 phakathi kokunyuka kwabaqhubi beemoto kwiimoto ezinobuhlobo nokusingqongileyo ezinobuchwephesha bokuqhuba ezizimeleyo kunye ne-cockpits yedijithali.

I-Mainland China ngoku iyeyona ntengiso inkulu yeemoto kunye ne-EV, kunye nokuthengiswa kweemoto ezinebhetri ezibalelwa malunga neepesenti ezingama-60 zehlabathi lilonke.

Umhlalutyi we-UBS uPaul Gong uthe kwiveki ephelileyo zi-10 ukuya kwezili-12 kuphela iinkampani eziya kusinda kwimakethi yelizwe elinqatyisiweyo ngo-2030, njengoko ukhuphiswano olomelezayo luye lwafaka uxinzelelo kubenzi be-EV abangama-200-kunye nabaseTshayina.

Ukuthengiswa kwezithuthi ezisebenza ngebhetri kumhlaba omkhulu kulindeleke ukuba kucothise ukuya kuma-20 ekhulwini kulo nyaka, xa kuthelekiswa nokukhula kweepesenti ezingama-37 okurekhodwe ngo-2023, ngokwengqikelelo yeFitch Ratings ngoNovemba.

Ngeli xesha, i-CATL iya kuqalisa ukuhambisa ibhetri yemoto yombane ekhawulezayo kwihlabathi ngaphambi kokuphela kwekota yokuqala yonyaka, enye impumelelo yetekhnoloji ukukhawulezisa ukusetyenziswa kweemoto ezinebhetri.

Ibhetri ye-Shenxing, enokubonelela ngeekhilomitha ezingama-400 zokuqhuba ngemizuzu nje eli-10 yokutshaja kwaye ifikelele kwi-100 leepesenti umthamo kwimizuzu nje eli-15 ngenxa yoko kubizwa ngokuba kukutshaja kwe-4C.