Takulandilani ku Electric Vehicle [EV] Newsletter ya Marichi 2022. Marichi adanenanso za malonda amphamvu padziko lonse a EV mu February 2022, ngakhale February nthawi zambiri amakhala mwezi wodekha.Zogulitsa ku China, motsogozedwa ndi BYD, zimawonekeranso.
Pankhani ya nkhani za msika wa EV, tikuwona zochulukirachulukira kuchokera ku maboma aku Western kuthandizira makampani ndi mayendedwe.Tidangowona izi sabata yatha pomwe Purezidenti Biden adapempha Defence Production Act kuti itsitsimutsenso njira zoperekera magalimoto amagetsi, makamaka pamigodi.
Munkhani za kampani ya EV, tikuwonabe BYD ndi Tesla akutsogolera, koma tsopano ICE ikuyesera kuti ifike.Kulowera kwakung'ono kwa EV kumadzutsabe malingaliro osiyanasiyana, ena akuchita bwino ndipo ena osati kwambiri.
Kugulitsa kwa Global EV mu February 2022 kunali mayunitsi 541,000, kukwera 99% kuyambira February 2021, ndi gawo la msika la 9.3% mu February 2022 komanso pafupifupi 9.5% pachaka.
Zindikirani: 70% ya malonda a EV kuyambira kuchiyambi kwa chaka ndi 100% EVs ndipo ena onse ndi ma hybrids.
Kugulitsa magalimoto amagetsi ku China mu February 2022 kunali mayunitsi 291,000, kukwera 176% kuyambira February 2021. Gawo la msika la EV la China linali 20% mu February ndi 17% YtD.
Kugulitsa magalimoto amagetsi ku Europe mu February 2022 kunali mayunitsi 160,000, kukwera 38% pachaka, ndi gawo la msika la 20% ndi 19% pachaka.Mu February 2022, gawo la Germany linafika 25%, France - 20% ndi Netherlands - 28%.
Zindikirani.Tithokoze a José Pontes ndi gulu lazamalonda la CleanTechnica popanga zambiri pazogulitsa zonse za EV zomwe zatchulidwa pamwambapa komanso tchati chomwe chili pansipa.
Tchati chomwe chili pansipa chikugwirizana ndi kafukufuku wanga kuti malonda a EV adzaukadi pambuyo pa 2022. Tsopano zikuwoneka kuti malonda a EV adakwera kale mu 2021, ndikugulitsa pafupifupi mayunitsi 6.5 miliyoni ndi gawo la msika la 9%.
Ndi kuwonekera koyamba kugulu kwa Tesla Model Y, UK EV msika waphwanya mbiri yatsopano.Mwezi watha, gawo la msika la UK EV lidafika pa 17% pomwe Tesla adakhazikitsa Model Y yotchuka.
Pa Marichi 7, Seeking Alpha inanena kuti: "Kathy Wood amachulukitsa mitengo yamafuta kuwirikiza kawiri pamene magalimoto amagetsi 'amachotsa' kufunika kwake."
Kuchuluka kwa magalimoto amagetsi kwakwera pamene nkhondo yamafuta ikukulirakulira.Lachiwiri, nkhani za dongosolo la olamulira a Biden loletsa mafuta aku Russia zidapangitsa kuti magalimoto ambiri amagetsi azithamanga kwambiri.
Biden adabwezeretsa kuthekera kwa California kukakamiza zoletsa kuyipitsa magalimoto.Boma la Biden likubwezeretsanso ufulu waku California wokhazikitsa malamulo ake otulutsa mpweya wotenthetsera m'magalimoto, magalimoto onyamula ndi ma SUV… Maiko 17 ndi District of Columbia atengera mfundo zokhwima zaku California… 2035 kuti athetse magalimoto ndi magalimoto atsopano oyendera mafuta.
Maoda a Tesla m'malo ena aku US akuti akukwera 100%.Tikuneneratu za kukwera kwakukulu kwa malonda a EV pamene mitengo ya gasi ikukwera, ndipo zikuwoneka ngati ikuchitika kale.
Chidziwitso: Electrek adanenanso pa Marichi 10, 2022: "Malamulo a Tesla (TSLA) ku US akukwera chifukwa mitengo yamafuta imakakamiza anthu kuti asinthe magalimoto amagetsi."
Pa Marichi 11, BNN Bloomberg idati, "Maseneta amalimbikitsa a Biden kuti ayitanitsa bilu yoteteza zinthu."
Zitsulo Zochepa Zimapanga Tsogolo Lamagalimoto Amagetsi Amagetsi… Makampani akubetcha mabiliyoni mazanamazana a madola pamagalimoto amagetsi ndi magalimoto.Zimatengera mabatire ambiri kuti apange.Izi zikutanthauza kuti ayenera kuchotsa mchere wambiri padziko lapansi, monga lithiamu, cobalt ndi faifi tambala.Mcherewu ndi wosowa kwenikweni, koma kupanga kuyenera kuchulukitsidwa kwambiri kuposa kale lonse kuti akwaniritse zofuna za makampani oyendetsa magalimoto. mankhwala akhoza kuwonjezeka kakhumi m'zaka zingapo ...
Chidwi cha ogula pamagalimoto amagetsi ndichokwera kwambiri.Zofufuza za CarSales zikuwonetsa kuti anthu ochulukirachulukira akuganizira zagalimoto yamagetsi ngati galimoto yawo yotsatira.Chidwi cha ogula mu ma EV chakwera kwambiri pomwe mitengo yamafuta ikupitilira kukwera, kusaka kwa ma EV pa CarSales kukufika pachimake pafupifupi 20% pa Marichi 13.
Germany ilowa nawo chiletso cha EU ICE… Politico inanena kuti Germany idasaina monyinyirika komanso mochedwa chiletso cha ICE mpaka 2035 ndipo isiya malingaliro okopa anthu kuti asaphedwe ku zomwe EU ikufuna kutulutsa mpweya wa carbon.
Kusintha kwa batire kwa mphindi ziwiri kukuchititsa kuti dziko la India lisinthe n'kukhala ma scooters amagetsi… Kusintha batire yakufa kumangotengera ma rupees 50 (masenti 67), pafupifupi theka la mtengo wa lita imodzi (1/4 galoni) ya petulo.
Pa Marichi 22, Electrek inanena kuti, "Pokwera mitengo ya gasi ku US, tsopano ndikutsika mtengo katatu kapena kasanu kuyendetsa galimoto yamagetsi."
Mining.com inanena pa Marichi 25: "Pamene mitengo ya lithiamu ikukwera, Morgan Stanley akuwona kuchepa kwa kufunikira kwa magalimoto amagetsi."
Biden akugwiritsa ntchito Defense Production Act kuti awonjezere kupanga mabatire agalimoto yamagetsi… Boma la Biden lidapitilira Lachinayi kuti ligwiritsa ntchito Defence Production Act kukulitsa kupanga kwapanyumba kwa zida zofunika za batri zomwe zimafunikira pamagalimoto amagetsi ndikusintha kukhala mphamvu zowonjezera.Kusintha.Chigamulocho chikuwonjezera lifiyamu, faifi tambala, cobalt, graphite ndi manganese ku mndandanda wa ntchito anaphimba zomwe zingathandize mabizinesi migodi kupeza $750 miliyoni mu thumba Act Mutu III.
BYD pakadali pano ili yoyamba padziko lonse lapansi ndi gawo la msika la 15.8%.BYD imakhala yoyamba ku China ndi gawo la msika la pafupifupi 27.1% YTD.
BYD imayika ndalama pakupanga batire ya lithiamu Chengxin Lithium-Pandaily.Zikuyembekezeka kuti pambuyo pa kukhazikitsidwa, magawo opitilira 5% a kampaniyo adzakhala a Shenzhen-based automaker BYD.mbali ziwiri adzakhala limodzi kukhala ndi kugula lifiyamu chuma, ndi BYD adzawonjezera kugula lifiyamu mankhwala kuonetsetsa kotunga khola ndi mtengo ubwino.
"BYD ndi Shell alowa mgwirizano wolipira.Mgwirizanowu, womwe udzakhazikitsidwe koyambirira ku China ndi ku Europe, uthandizira kukulitsa njira zolipirira kwa makasitomala a BYD's battery electric vehicle (BEV) ndi plug-in hybrid electric vehicle (PHEV).
BYD imapereka mabatire a blade a NIO ndi Xiaomi.Xiaomi yasainanso mgwirizano wamgwirizano ndi Fudi Battery ndi NIO…
Malinga ndi malipoti, buku la oda la BYD lafika mayunitsi 400,000.BYD ikuyembekeza kugulitsa magalimoto 1.5 miliyoni mu 2022, kapena 2 miliyoni ngati zinthu zikuyenda bwino.
Chithunzi chovomerezeka cha BYD chisindikizo chatulutsidwa.Mpikisano wa Model 3 umayambira pa $ 35,000 ... Chisindikizocho chili ndi magetsi oyera a 700 km ndipo imayendetsedwa ndi 800V high voltage platform.Kuyerekeza kugulitsidwa mwezi ndi mwezi kwa mayunitsi 5,000…Kutengera kapangidwe kagalimoto ya BYD “Ocean X”…Chisindikizo cha BYD chatsimikizika kuti chimatchedwa BYD Atto 4 ku Australia.
Tesla pakali pano ali wachiwiri padziko lonse lapansi ndi msika wapadziko lonse wa 11.4%.Tesla ili pachitatu ku China ndi gawo la msika la 6.4% pachaka.Tesla ali pa 9th ku Europe pambuyo pa Januware wofooka.Tesla amakhalabe Nambala 1 wogulitsa magalimoto amagetsi ku US.
Pa Marichi 4, Teslarati adalengeza kuti: "Tesla walandira mwalamulo chilolezo chomaliza cha chilengedwe kuti atsegule Berlin Gigafactory."
Pa Marichi 17, Tesla Ratti adawulula, "Tesla's Elon Musk akuwonetsa kuti akugwira ntchito pa The Master Plan, Gawo 3."
Pa Marichi 20, The Driven idati: "Tesla idzatsegula masiteshoni a Supercharging ku UK pamagalimoto ena amagetsi m'milungu kapena miyezi ingapo."
Pa Marichi 22, Electrek adalengeza, "Tesla Megapack yasankha projekiti yayikulu yosungiramo mphamvu ya 300 MWh kuti ithandizire mphamvu zongowonjezwdwa ku Australia."
Elon Musk akuvina pamene akutsegula chomera chatsopano cha Tesla ku Germany… Tesla akukhulupirira kuti nyumba ya Berlin imapanga magalimoto okwana 500,000 pachaka… masabata opanga malonda ndi mayunitsi 5,000 pa sabata kumapeto kwa 2022.
Tesla Giga Fest Final Approval ku Gigafactory Texas, matikiti mwina akubwera posachedwa… Giga Fest iwonetsa mafani a Tesla ndi alendo mkati mwa fakitale yake yatsopano yomwe idatsegulidwa chaka chino.Kupanga crossover ya Model Y kunayamba kale.Tesla akukonzekera kuchita mwambowu pa Epulo 7.
Tesla ikuwonjezera zomwe ali nazo pomwe ikukonzekera kugawikana kwa masheya… Ogawana nawo adzavotera muyeso womwe ukubwera wa 2022 wa Ogawana nawo Pachaka.
Tesla wasayina pangano lachinsinsi la zaka zambiri la nickel ndi Vale… Malinga ndi Bloomberg, mu mgwirizano womwe sunatchulidwe, kampani yamigodi yaku Brazil ipereka faifi yamagetsi yopangidwa ku Canada kwa wopanga magalimoto amagetsi…
Zindikirani.Lipoti la Bloomberg likuti, "Anthu sazindikira kuti Tesla yafika patali bwanji pakusunga maunyolo ake opangira zinthu komanso kugwiritsa ntchito bwino zida za batri," mneneri wa Talon Metals a Todd Malan adatero.
Otsatsa atha kuwerenga blog yanga ya June 2019, "Tesla - Mawonedwe Abwino ndi Oipa," momwe ndidalimbikitsa masheya a Buy.Ikugulitsidwa pa $ 196.80 (yofanana ndi $ 39.36 pambuyo pa kugawanika kwa 5: 1).Kapena nkhani yanga yaposachedwa ya Tesla yokhudzana ndi kuyika ndalama mumayendedwe - "Kuyang'ana mwachangu kwa Tesla ndi kuwerengera kwake koyenera lero ndi PT yanga yazaka zikubwerazi."
Wuling Automobile Joint Venture (SAIC 51%, GM 44%, Guangxi 5,9%), SAIC [SAIC] [CH:600104] (SAIC включает Roewe, MG, Baojun, Datong), Beijing Automobile Group Co., Ltd. BAIC) (включая Arcfox) [HK:1958) (OTC:BCCMY)
SGMW (SAIC-GM-Wuling Motors) ili pachitatu padziko lonse lapansi ndi gawo la msika la 8.5% chaka chino.SAIC (kuphatikiza gawo la SAIC mu mgwirizano wa SAIC/GM/Wulin (SGMW)) ili pamalo achiwiri ku China ndi gawo la 13.7%.
Cholinga cha SAIC-GM-Wuling ndikugulitsa kawiri magalimoto amagetsi atsopano.SAIC-GM-Wuling ikufuna kukwaniritsa malonda a pachaka a magalimoto atsopano okwana 1 miliyoni pofika 2023. Kuti akwaniritse izi, mgwirizano wa China umafunanso kuyika ndalama zambiri pa chitukuko ndikutsegula fakitale yake ya batri ku China ... Choncho, malonda atsopano chandamale cha 1 miliyoni NEV mu 2023 chidzaposa kuwirikiza kawiri kuyambira 2021.
SAIC inawonjezeka ndi 30.6% mu February ... Deta yovomerezeka imasonyeza kugulitsa kwa malonda a SAIC omwe anawonjezeka kawiri mu February ... Kugulitsa kwa magalimoto atsopano amphamvu kunapitirira kukwera, ndi malonda oposa 45,000 pachaka mu February.kuwonjezeka kwa 48.4% pa nthawi yomweyi chaka chatha.SAIC ikupitilizabe kukhala ndi udindo waukulu pamsika wapakhomo wamagalimoto amagetsi atsopano.SAIC-GM-Wuling Hongguang MINI EV malonda adasunganso kukula kwamphamvu ...
Gulu la Volkswagen [Xetra:VOW] (OTCPK:VWAGY) (OTCPK:VLKAF)/Audi (OTCPK:AUDVF)/Lamborghini/Porsche (OTCPK:POAHF)/Skoda/Bentley
Gulu la Volkswagen pakadali pano lili pachinayi pakati pa opanga magalimoto amagetsi padziko lonse lapansi omwe ali ndi msika wa 8.3% komanso woyamba ku Europe wokhala ndi msika wa 18.7%.
Pa Marichi 3, Volkswagen idalengeza kuti: "Volkswagen ikuletsa kupanga magalimoto ku Russia ndikuyimitsa kutumiza kunja."
Kukhazikitsidwa kwa mbewu yatsopano ya Utatu: zochitika zamtsogolo za malo opangirako ku Wolfsburg… Supervisory Board ivomereza malo atsopano opangirako ku Wolfsburg-Warmenau, kufupi ndi fakitale yayikulu.Pafupifupi ma 2 biliyoni a euro adzayikidwa pakupanga njira yosinthira magetsi ya Utatu.Kuyambira mu 2026, Utatu udzakhala wosalowerera ndale ndikukhazikitsa miyezo yatsopano pakuyendetsa pawokha, kuyendetsa magetsi komanso kuyenda kwa digito…
Pa Marichi 9, Volkswagen idalengeza kuti: "Bulli wa tsogolo lamagetsi onse: chiwonetsero chapadziko lonse cha ID yatsopano.Buzz."
Volkswagen ndi Ford amakulitsa mgwirizano pa nsanja yamagetsi ya MEB…” Ford ipanga mtundu wina wamagetsi kutengera nsanja ya MEB.Kugulitsa kwa MEB kuwirikiza mpaka 1.2 miliyoni pa moyo wake wonse.
Nthawi yotumiza: May-08-2023
