ʻOi aku ka maikaʻi o ke kūʻai ʻia ʻana o nā kaʻa ikehu hou ma Kina, ʻoi aku ka hopohopo o nā hui kaʻa ʻoihana hui nui.
Ma ʻOkakopa 14, 2021, ua kono ka Luna Hoʻokele o Volkswagen Group Herbert Diess iā Elon Musk e kamaʻilio me 200 mau luna hoʻokō ma ka hālāwai kūkā Austrian ma o ke kelepona wikiō.
I ka hoʻomaka ʻana o ʻOkakopa, ua hōʻuluʻulu ʻo Diess i nā luna kiʻekiʻe 120 mai ka Volkswagen Group no kahi hālāwai ma Wolfsburg. Manaʻo ʻo ia ʻo nā "ʻenemi" a Volkswagen e hālāwai nei i kēia manawa ʻo Tesla a me nā pūʻali koa hou o Kina.
Ua ʻōlelo mau ʻo ia: "Ke kūʻai aku nei ka lehulehu, lohi ka wikiwiki o ka hana a haʻahaʻa ka huahana, ʻaʻole lākou hoʻokūkū."
I ka mahina i hala aku nei, ua kūʻai aku ʻo Tesla ma mua o 50,000 mau kaʻa i hoʻokahi mahina ma Kina, ʻoiai ʻo SAIC Volkswagen a me FAW-Volkswagen i kūʻai aku i nā kaʻa 10,000 wale nō. ʻOiai ʻo kāna ʻāpana e noho ana i ka 70% o nā ʻoihana hui nui, ʻaʻole i hiki i ka nui o ke kūʻai aku o kahi kaʻa Tex.
Manaʻo ʻo Diess e hoʻohana i ka "aʻo" a Musk e paipai i kāna mau luna e hoʻolalelale i ka hoʻololi ʻana i nā kaʻa uila. Manaʻoʻo ia e pono ana ka Volkswagen Group i ka hoʻoholo wikiwiki a me ka liʻiliʻi o ka bureaucracy i mea e hiki ai ke hoʻololi nui i ka moʻolelo o ka Volkswagen Group.
"ʻO ka mākeke ikehu hou o Kina he mākeke kūikawā loa, ke loli wikiwiki nei ka mākeke, a ʻaʻole hiki ke hana i nā hana kuʻuna." Manaʻo ka poʻe nānā i ke ʻano hoʻokūkū o kēia manawa e koi i nā ʻoihana e hoʻomaikaʻi mau i ka pono.
Pono ʻo Volkswagen e ʻoi aku ka hopohopo o nā kaʻa pilikua.
Wahi a ka ʻikepili i hoʻokuʻu ʻia e ka China Travel Association i ka Pōʻalua i hala, i Kepakemapa, ʻo 21.1% ka nui o ke komo ʻana o nā hale kūʻai kūloko o nā kaʻa ikehu hou. Ma waena o lākou, ʻoi aku ka kiʻekiʻe o ka piʻi ʻana o nā kaʻa ʻenehana hou Kina e like me 36.1%; ʻO ka helu komo o nā kaʻa nani a me nā kaʻa ikehu hou he 29.2%; ʻO 3.5% wale nō ka helu komo ʻana o nā kaʻa ʻenehana hou.
He aniani ka ʻikepili, a hōʻike nā papa inoa i ka hilahila o ka hoʻololi ʻana o nā ʻoihana hui like ʻole i ka electrification.
ʻAʻole i Kepakemapa o kēia makahiki a ʻaʻole hoʻi i nā kūlana kūʻai ikehu hou (15 kiʻekiʻe) i loko o nā mahina ʻeiwa mua, ʻaʻohe o nā kumu hoʻohālike hui like ʻole ma ka papa inoa. Ma waena o ke kūʻai ʻana aku i nā kaʻa uila ʻoi aku ka nui ma mua o 500,000 yuan i Kepakemapa, ʻo ka mana hana kaʻa hou ʻo Gaohe ma Kina i pae mua, a ʻo Hongqi-EHS9 ke kolu. ʻAʻole i ʻike ʻia nā hiʻohiʻona o ka ʻoihana hui nui.
ʻO wai ka mea hiki ke noho mālie?
Ua hoʻokuʻu ʻo Honda i kahi hōʻailona kaʻa uila maʻemaʻe "e: N" i ka pule i hala, a lawe mai i ʻelima mau hiʻohiʻona hou; Ua hoʻolaha ʻo Ford i ka hoʻomaka ʻana o ka hōʻailona kūʻokoʻa "Ford Select" kiʻekiʻe kiʻekiʻe ma ka mākeke Kina, a me ka hoʻomaka ʻana o ka honua o Ford Mustang Mach- E (nā palena | kiʻi) GT (nā palena | kiʻi) nā hiʻohiʻona; Ua hoʻokomo ʻia ʻo SAIC General Motors Ultium Auto Super Factory i ka hana ……
I ka manawa like, ʻo ka pūʻulu hou o nā pūʻali hou e hoʻolalelale ana i kā lākou hoʻolaha ʻana. Ua koho ʻo Xiaomi Motors iā Li Xiaoshuang ma ke ʻano he pelekikena hope o Xiaomi Motors, ke kuleana o ka huahana, nā kaulahao lako a me nā hana pili i ka mākeke; Ua hoʻomaka ke kahua hana hana akamai ʻōmaʻomaʻo ʻo Ideal Automotive Beijing ma Shunyi District, Beijing; E lilo ʻo FAW Group i mea hoʻopukapuka hoʻolālā ma Jingjin Electric…
Ke piʻi nei kēia kaua pauda ʻole.
▍Musk "papa aʻo" no nā luna kiʻekiʻe o Volkswagen
Ma Sepatemaba, ka ID. Ua kūʻai aku ka ʻohana ma mua o 10,000 mau kaʻa ma ka mākeke Kina. Ma lalo o nā kūlana o ka "core shortage" a me ka "limited power", ʻaʻole maʻalahi kēia mau kaʻa 10,000 e hele mai.
Ma Mei, kūʻai aku ʻo ID. ʻoi aku ma mua o 1,000 ka series ma Kina. I Iune, Iulai, a me ʻAukake, he 3145, 5,810, a me 7,023 nā mea kūʻai aku. ʻOiaʻiʻo, ke piʻi mau nei lākou.
Manaʻo kekahi leo he lohi loa ka hoʻololi ʻana o Volkswagen. ʻOiai ka nui o ke kūʻai aku o ka Volkswagen ID. ʻOi aku ka ʻohana ma mua o 10,000, ʻo ia ka huina o nā ʻoihana hui ʻelua, SAIC-Volkswagen a me FAW-Volkswagen. No ka "North a me South Volkswagen" nona nā kūʻai makahiki i ʻoi aku ma mua o 2 miliona, ʻo ke kūʻai ʻana i kēlā me kēia mahina o ka ID. ʻAʻole pono ka ʻohana e hoʻolauleʻa.
Manaʻo kekahi leo he koi nui ka poʻe i ka lehulehu. Ma ke ʻano o ka manawa, ka ID. ʻO ka ʻohana ka wikiwiki wikiwiki loa mai ka ʻole a hiki i ka 10,000. ʻO Xiaopeng lāua ʻo Weilai, ka mea i kūʻai aku ma mua o 10,000 i Kepakemapa, ua lawe i kekahi mau makahiki e hoʻokō i kēia pahuhopu liʻiliʻi. No ka nānā pono ʻana i ke ala ikaika hou, ʻaʻole ʻokoʻa ka laina hoʻomaka o nā mea pāʻani.
ʻO Diess, ka mea ma ka hoʻokele o Wolfsburg, ʻaʻole maopopo i ka hopena o ka ID. ʻohana.
Wahi a ka German "Business Daily" hōʻike, ma ʻOkakopa 14, 2021, ua kono ʻo Diess iā Musk e hāʻawi i kahi haʻiʻōlelo i 200 mau luna hoʻokō ma ka pūnaewele kūkā o Austrian ma o ke kelepona wikiō. Ma ka lā 16, ua hoʻopuka ʻo Diess e hōʻike i kona mahalo iā Musk, nāna i hōʻoia i kēia ʻōlelo.
Ua ʻōlelo ka nūpepa ua nīnau ʻo Diess iā Musk: No ke aha ʻoi aku ka maʻalahi o Tesla ma mua o kāna mau mea hoʻokūkū?
Ua pane aku ʻo Musk ma muli o kāna ʻano hoʻokele. He ʻenekinia mua ʻo ia, no laila loaʻa iā ia nā ʻike kūʻokoʻa i ke kaulahao lako, logistic a me ka hana ʻana.
Ma kahi pou ma LinkedIn, ua hoʻohui ʻo Diess ua kono ʻo ia iā Musk ma ke ʻano he "mea pohihihi" e hoʻomaopopo i ka poʻe e pono ka lehulehu i ka hoʻoholo wikiwiki a me ka liʻiliʻi o ka ʻoihana e hoʻokō i kāna ʻōlelo. ʻO ka hoʻololi nui loa i ka mōʻaukala o ka Volkswagen Group.
Ua kākau ʻo Diess he wiwo ʻole a wiwo ʻole ʻo Tesla. ʻO kahi hihia i hala aku nei ua pane maikaʻi ʻo Tesla i ka hemahema o nā chips. Ua lawe ka hui i ʻelua a ʻekolu mau pule e kākau hou i ka polokalamu, a laila e hoʻopau i ka hilinaʻi ʻana i ka ʻano chip i ka pōkole a hoʻololi i kahi ʻano ʻē aʻe e hoʻololi i nā ʻāpana like ʻole.
Manaʻo ʻo Diess aia ka Volkswagen Group i nā mea āpau e pono ai e hoʻokō i ka hoʻokūkū: ka hoʻolālā kūpono, nā mea hiki a me ka hui hoʻokele. Ua ʻōlelo ʻo ia: "Pono ʻo Volkswagen i kahi noʻonoʻo hou e hālāwai me ka hoʻokūkū hou."
Ua ʻōlelo ʻo Diess i ka mahina i hala aku nei ua wehe ʻo Tesla i kāna hale kaʻa kaʻa ʻEulopa mua ma Glenhead kokoke i Berlin, kahi e koi ai i nā hui kūloko e hoʻonui i ka hoʻokūkū me ka mea hana kaʻa uila ʻAmelika e ulu wikiwiki nei.
Ke hoʻolaha nei ka Volkswagen Group i ka hoʻololi ʻana ma ke ʻano holoʻokoʻa. ʻO ThE hoʻolālā lākou e kūkulu i ʻeono mau hale hana pākaukau nui ma ʻEulopa e 2030 ma ke ʻano he ʻāpana o kā lākou pili piha i ka neʻe uila.
▍ E hoʻopiha piha ʻia ʻo Honda ma Kina ma hope o 2030
Ma ke ala electrification, ua hoʻomaka ʻo Honda e hoʻoikaika i kona ikaika.
Ma ka la 13 o Okatoba, ma ka “Hey World, This Is the EV” online electrification strategy conference, Honda China i hoopuka aku i kahi hou kaa uwila maemae “e:N” a lawe mai i elima “e:N” moo Brand hou.
Paa ka manaoio. No ka hoʻokō ʻana i nā pahuhopu koʻikoʻi ʻelua o ka "carbon neutrality" a me "zero traffic accidents" ma 2050. Hoʻolālā ʻo Honda e helu i ka hapa o nā kaʻa uila maʻemaʻe a me nā kaʻa wahie ma nā mākeke holomua me Kina: 40% i 2030, 80% i 2035 , a he 100% i ka makahiki 2040.
ʻOi aku ma ka mākeke Kina, e hoʻolalelale ʻo Honda i ka hoʻomaka ʻana o nā hiʻohiʻona electrified. Ma hope o 2030, ʻo nā kaʻa hou a pau i hoʻokuʻu ʻia e Honda ma Kina he mau kaʻa uila e like me nā kaʻa uila maʻemaʻe a me nā kaʻa hybrid, ʻaʻole e hoʻokomo ʻia nā kaʻa wahie hou.
No ka hoʻokō ʻana i kēia pahuhopu, ua hoʻokuʻu ʻo Honda i kahi hōʻailona kaʻa uila maʻemaʻe "e:N". ʻO "E" ke kū nei no ka energize (mana), ʻo ia hoʻi ka uila (electricity). ʻO N ke kū nei no New (brand new) a me Next (evolution).
Ua hoʻomohala ʻo Honda i kahi hoʻolālā uila maʻemaʻe hou "e: N Architecture". Hoʻohui kēia hoʻolālā i nā motika kaʻa kaʻa kiʻekiʻe, ka mana nui, nā ʻāpana kiʻekiʻe kiʻekiʻe, kahi kiʻi i hoʻolaʻa ʻia a me ke kahua chassis no nā kaʻa uila maʻemaʻe, a ʻo ia kekahi o nā hale kumu e kākoʻo ana i ka moʻo "e:N".
I ka manawa like, ʻo ka pūʻulu mua o nā kaʻa hana moʻo "e: N": ʻo Dongfeng Honda e: NS1 ka paʻi kūikawā a me GAC Honda e: NP1 paʻi kūikawā i ka honua poʻokela, ʻo kēia mau kaʻa uila maʻemaʻe ʻelua. ka puna o 2022.
Eia kekahi, ʻekolu mau kaʻa manaʻo i hana i kā lākou mau hoʻomaka honua: ʻo ka lua o ka bomb e: N Coupe manaʻo o ka "e: N" moʻo, ʻo ke kolu o ka pōma e: N SUV manaʻo, a me ka ʻehā o ka pahu e: N GT manaʻo, kēia. ʻekolu hiʻohiʻona. E loaʻa ana ka mana hana o nā makahiki ʻelima e hiki mai ana.
Ke hoʻohana nei i kēia ʻaha kūkā ma ke ʻano he hoʻomaka, ua wehe ʻo Honda i kahi mokuna hou i ka hoʻololi ʻana o Kina i nā hōʻailona uila.
▍Hoʻopuka ʻo Ford i kahi hōʻailona kūʻokoʻa o nā kaʻa uila akamai kiʻekiʻe
Ma ka lā 11 o ʻOkakopa, ma Ford Mustang Mach-E "Electric Horse Departure" po brand, ua hana ka Mustang Mach-E GT i kāna hoʻomaka honua i ka manawa like. Ua kūʻai ʻia ka mana kūloko ma 369,900 yuan. I kēlā pō, ua hoʻolaha ʻo Ford ua loaʻa i kahi hui hoʻolālā me ka pāʻani kelepona ola honua ākea "Awakening" i hoʻomohala ʻia e Tencent Photonics Studio Group, e lilo ana i hoa hoʻolālā mua ma ka māhele kaʻa.
Ma ka manawa like, ua hoʻolaha ʻo Ford i ka hoʻolaha ʻana o ka Ford Select high-end smart electric vehicle brand ma ka mākeke Kina, a i ka manawa like, ua hoʻolaha ʻo Ford i kahi hōʻailona hou e hoʻonui i ka hoʻokomo ʻana o Ford i ka mākeke kaʻa uila Kina a e hoʻolalelale i ka hoʻololi electrification o ka. ʻO ka brand Ford me kahi ʻike mea hoʻohana i hoʻonui ʻia a puni.
ʻO ka Ford Select hou i hoʻokuʻu ʻia i ke kaʻa uila akamai kiʻekiʻe e hilinaʻi i kahi ʻoihana kūʻai kūʻai kūʻokoʻa kūʻokoʻa kaʻa uila e hoʻolauna i ka ʻike mea hoʻohana kūʻokoʻa, ka hoʻopiʻi hopohopo ʻole a me nā lawelawe kūʻai aku no ka mākeke Kina.
I mea e hoʻomaikaʻi ai i ka ʻike holoʻokoʻa holoʻokoʻa o nā mea hoʻohana kaʻa uila i ke kūʻai ʻana a me ka hoʻohana ʻana i nā kaʻa, e hoʻolalelale ʻo Ford i ka hoʻolaha ʻana o nā ʻoihana kūʻai pololei kaʻa uila, a hoʻolālā e wehe i nā hale kūʻai ma mua o 100 Ford uila kaʻa kūlanakauhale ma ka mākeke Kina ma 2025. ʻoi aku ka nui o nā kaʻa uila Ford akamai i ka wā e hiki mai ana. Kūʻai ʻia nā kaʻa a lawelawe ʻia ma lalo o ka Ford Select direct sales network.
Ma ka manawa like, e hoʻomau ʻo Ford i ka hoʻomaikaʻi ʻana i ka ʻike hoʻoili a ka mea hoʻohana a ʻike i ka pōʻai hoʻopiha ikehu "3km" i nā kūlanakauhale nui. Ma ka hopena o 2021, hiki i nā mea hoʻohana ʻo Mustang Mach-E ke komo pololei i nā uwea kiʻekiʻe kiʻekiʻe 400,000 i hāʻawi ʻia e nā mea hoʻokele 24 me ka State Grid, Special Call, Star Charging, Southern Power Grid, Cloud Fast Charging, a me NIO Energy ma o ka ka mea nona ka App. ʻO nā puʻu hoʻolimalima lehulehu, e komo pū ana me 230,000 DC puʻupuʻu wikiwiki wikiwiki, uhi ʻia ma mua o 80% o nā kumuwaiwai hoʻolimalima lehulehu ma 349 mau kūlanakauhale a puni ka ʻāina.
I nā hapaha mua ʻekolu o 2021, kūʻai aku ʻo Ford i 457,000 mau kaʻa ma Kina, kahi hoʻonui o 11% makahiki-ma-makahiki. Ua ʻōlelo ʻo Chen Anning, Pelekikena a Luna Hoʻokele o Ford China, "I ka hoʻomaka ʻana o Ford EVOS a me Ford Mustang Mach-E i mua o ke kūʻai aku, e wikiwiki mākou i ka wikiwiki o ka electrification a me ka naʻauao ma Kina.
▍SAIC-GM e hoʻolalelale i ka localization o nā ʻāpana kumu ikehu hou
Ma ʻOkakopa 15, ua hoʻokomo ʻia ʻo SAIC-GM's Ultium Auto Super Factory i loko o Jinqiao, Pudong, Shanghai, ʻo ia hoʻi, ua hiki i nā mana hana kūloko o SAIC-GM no nā ʻāpana kumu ikehu hou i kahi pae hou.
Ua komo ʻo SAIC General Motors a me Pan Asia Automotive Technology Center i ka hoʻolālā like ʻana a me ka hoʻomohala ʻana o ka papa hana kumu o ka Ultium Auto Electric Vehicle Platform, e hiki ai ke kūʻai ʻia ma kahi o 95% o nā ʻāpana a me nā ʻāpana.
Ua ʻōlelo ʻo SAIC General Motors General Manager Wang Yongqing: "ʻO 2021 ka makahiki i kaomi ʻo SAIC General Motors i ka 'accelerator' no ka hoʻomohala ʻana i ka electrification a me ka pilina naʻauao. ) ʻO nā kaʻa uila maʻemaʻe e pili ana i ka paepae kaʻa uila o Autoneng i pae, hāʻawi i ke kākoʻo ikaika.
Ma keʻano he hoʻokahi o nā papahana koʻikoʻi o ka SAIC-GM hoʻopukapuka o 50 biliona yuan i nā ʻenehana hou no ka electrification a me ka ʻenehana naʻauao, ua hoʻonui ʻia ka Autoneng Super Factory mai ka SAIC-GM Power Battery System Development Center a ua hoʻolako ʻia me ka hana ʻana o ka pā uila. ʻōnaehana. Me nā mana hoʻāʻo, uhi ka laina huahana i hoʻolālā ʻia i nā pūnaehana ʻōnaehana uila kaʻa hou e like me ka hybrid māmā, plug-in hybrid, a me nā kaʻa uila maʻemaʻe.
Eia kekahi, hiki i ka Auto ke hana nui i ke kaʻina hui alakaʻi honua like, nā kūlana ʻenehana a me ka hoʻokele mana maikaʻi e like me GM ʻAmelika ʻAmelika, i hui pū ʻia me ke kiʻekiʻe kiʻekiʻe, ka ʻikepili holoʻokoʻa holoʻokoʻa i hiki ke ʻike ʻia i ka ʻenehana hana akamai, ʻo ia ka ʻōnaehana pākaukau maikaʻi loa. Hiki i ke kaʻa ke hāʻawi i kahi hōʻoia ikaika.
ʻO ka hoʻopau ʻana a me ka hoʻokō ʻana o ka Autoneng Super Factory, me nā kikowaena hoʻāʻo ʻekolu "electric" ʻelua i wehe ʻia i Malaki, ʻo ka Pan-Asia New Energy Test Building a me ka Guangde Battery Safety Laboratory, e hōʻike ana he hiki i ka SAIC General Motors ke hana. hoʻomohala, Hoʻāʻo a hōʻoia i ka hiki ʻana o ka ʻōnaehana piha o ka ikehu hou mai ka hana ʻana i ke kūʻai kūloko.
I kēia mau lā, ua ulu ka hoʻololi ʻana o ka ʻoihana kaʻa mai kahi kaua hoʻokahi no ka electrification i ke kaua no ka digitization a me ka electrification. ʻO ke au i wehewehe ʻia e ka ʻenehana kuʻuna ua hele mālie, akā ua neʻe i ka hoʻokūkū o ka hoʻohui ʻana i nā polokalamu e like me ka electrification, ka hoʻokele akamai, ka cockpit akamai, a me ka hoʻolālā uila.
E like me ka ʻōlelo a Chen Qingtai, ka luna o ka China Electric Vehicles Association o 100, i ka Global New Energy and Intelligent Vehicle Supply Chain Innovation Conference, "ʻO ka hapa lua o ka hoʻololi automotive e pili ana i ka ʻenehana kiʻekiʻe, ka naʻauao, a me ka helu helu."
I kēia manawa, i ke kaʻina hana o ka honua holo kaʻa electrification, ua hoʻokō ka ʻoihana kaʻa o Kina i nā hana kaulana i ka honua ma muli o kāna pono o ka neʻe mua ʻana, e ʻoi aku ka paʻakikī o nā ʻoihana hui e hoʻokūkū i ka mākeke kaʻa hou.
Ka manawa hoʻouna: ʻOkakopa-20-2021