Wamkelekile kwiVehicle yoMbane [EV] Newsletter kaMatshi 2022. UMatshi unike ingxelo yentengiso ye-EV enamandla kakhulu yehlabathi ngoFebruwari 2022, nangona uFebruwari luqhele ukuba yinyanga ecothayo.Ukuthengisa e-China, ekhokelwa yi-BYD, kugqame kwakhona.
Ngokumalunga neendaba zentengiso ye-EV, sibona isenzo esingakumbi nangakumbi esivela koorhulumente baseNtshona ukuxhasa ishishini kunye nekhonkco lokubonelela.Sibone oku kuphela kwiveki ephelileyo xa uMongameli u-Biden wacela uMthetho weMveliso yezoKhuselo ukuba uvuselele ikhonkco lokubonelela ngezithuthi zombane, ngakumbi kwinqanaba lezemigodi.
Kwiindaba zenkampani ye-EV, sisabona i-BYD kunye noTesla behamba phambili, kodwa ngoku i-ICE izama ukubamba.Ungeno oluncinci lwe-EV lusavuselela iimvakalelo ezixubeneyo, abanye benza kakuhle kwaye abanye bengenzi kangako.
I-Global EV yokuthengisa ngoFebruwari 2022 yayiyi-541,000 iiyunithi, i-99% ukususela ngoFebruwari 2021, kunye nesabelo semarike ye-9.3% ngoFebruwari 2022 kwaye malunga ne-9.5% yonyaka ukuya kutsho.
Qaphela: I-70% yeentengiso ze-EV ukususela ekuqaleni konyaka ziyi-100% ye-EVs kwaye ezinye ziyi-hybrids.
Ukuthengiswa kweemoto zombane e-China ngoFebruwari 2022 kwakukho iiyunithi ze-291,000, i-176% ukususela ngoFebruwari 2021. Isabelo semarike ye-EV yaseChina yayiyi-20% ngoFebruwari kunye ne-17% YtD.
Ukuthengiswa kwezithuthi zombane eYurophu ngoFebruwari 2022 kwakukho iiyunithi ze-160,000, ukuya kwi-38% ngonyaka, kunye nesabelo semarike ye-20% kunye ne-19% unyaka ukuya kutsho.NgoFebruwari 2022, isabelo saseJamani sifikelele kwi-25%, iFransi - i-20% kunye neNetherlands - i-28%.
Phawula.Ndiyabulela kuJosé Pontes kunye neqela lokuthengisa le-CleanTechnica lokuqokelela idatha kuzo zonke iintengiso ze-EV ezikhankanywe ngasentla kunye netshathi engezantsi.
Itshathi engezantsi ihambelana nophando lwam ukuba i-EV yokuthengisa iya kuvuka ngokwenene emva kwe-2022. Ngoku kubonakala ukuba ukuthengiswa kwe-EV sele kunyukile ngo-2021, kunye neentengiso ezijikelezayo kwi-6.5 yezigidi zeeyunithi kunye nesabelo semarike ye-9%.
Ngokuqala kweTesla Model Y, isabelo semarike sase-UK EV siphule irekhodi elitsha.Kwinyanga ephelileyo, isabelo semarike ye-UK EV sifikelele kwirekhodi entsha ye-17% xa uTesla esungula iModeli Y edumileyo.
NgoMatshi 7, iSeeking Alpha yanikela ingxelo: “IKathy Wood iliphinda kabini ixabiso leoli ukuze linyuke njengoko izithuthi zombane ‘zicima’ imfuneko.”
Uluhlu lwempahla yezithuthi zombane lunyukile njengoko imfazwe yeoli isanda.NgoLwesibini, iindaba zesicwangciso solawulo lweBiden sokuvala ioyile yaseRussia zatyhala uninzi lweshishini leemoto zombane kwisantya esiphezulu.
I-Biden ibuyisele amandla eCalifornia ekunyanzeliseni izithintelo ezingqongqo zongcoliseko lwezithuthi.Ulawulo lwe-Biden lubuyisela ilungelo laseCalifornia lokumisela imimiselo yalo yokukhupha igesi eluhlaza kwiimoto, iilori ezilayishayo kunye neeSUVs… Amaphondo ali-17 kunye neSithili saseColumbia bamkele imigangatho engqongqo yaseCalifornia… Ngo-2035 ukuphelisa zonke iimoto kunye neelori ezisebenza ngepetroli.
Iiodolo zeTesla kwiindawo zase-US zibikwa ukuba zinyuke nge-100%.Siqikelela ukutsiba okukhulu kwiintengiso ze-EV njengoko amaxabiso egesi enyuka, kwaye kubonakala ngathi sele iqhuba.
Qaphela: I-Electrek iphinde yabika nge-10 kaMatshi 2022: "Ii-odolo zeTesla (TSLA) e-US ziyenyuka njengoko amaxabiso egesi enyanzela abantu ukuba batshintshele kwiimoto zombane."
Nge-11 kaMatshi, iBNN Bloomberg yaxela, "IiSenethi zibongoza iBiden ukuba ibize ibhili yokukhusela izinto eziphathekayo."
IGama Leentsimbi Eliyilwa Ngayo Ikamva Loshishino Lwezithuthi Zombane…Kuthatha iibhetri ezininzi ukuzenza.Oku kuthetha ukuba kufuneka bakhuphe izixa ezikhulu zeeminerali emhlabeni, ezifana ne-lithium, i-cobalt kunye ne-nickel.Ezi zimbiwa azinqabile ngokukodwa, kodwa imveliso kufuneka inyuswe ngesantya esingazange sibonwe ngaphambili ukuze kuhlangatyezwane namabhongo eshishini leemoto... IBeijing ilawula malunga nekota yesithathu yentengiso yezimbiwa ezibalulekileyo kwiibhetri… imveliso inokunyuka ngokuphindwe kalishumi kwiminyaka embalwa...
Umdla wabathengi kwizithuthi zombane ukwinqanaba eliphezulu.Idatha yokukhangela yeCarSales ibonisa ukuba abantu abaninzi ngakumbi baqwalasela imoto yombane njengesithuthi sabo esilandelayo.Inzala yabathengi kwii-EVs ibetha ixesha elide njengoko ixabiso le-petroli liqhubeka nokunyuka, kunye nokukhangela kwe-EVs kwi-CarSales ephakama malunga ne-20% ngo-Matshi 13th.
IJamani ijoyina ukuvalwa kwe-EU kwe-ICE… I-Politico inika ingxelo yokuba iJamani iye yatyikitya ngokuthandabuza kunye nexesha elidlulileyo isithintelo se-ICE kude kube ngu-2035 kwaye iza kuziyeka izicwangciso zokuphembelela ukukhululwa okuphambili kwithagethi yokukhutshwa kwekhabhoni ye-EU.
Ukutshintsha kwebhetri yemizuzu emibini kuqhuba utshintsho lwaseIndiya kwizithuthuthu zombane… Ukutshintsha ibhetri efileyo kubiza nje iirupee ezingama-50 (iisenti ezingama-67), malunga nesiqingatha sexabiso ilitha (1/4 galoni) yepetroli.
Ngomhla wama-22 kuMatshi, i-Electrek yaxela, "Ngokunyuka kwamaxabiso egesi e-US, ngoku kuphindwe kathathu ukuya kwesithandathu ngexabiso eliphantsi ukuqhuba imoto yombane."
I-Mining.com ibike ngo-Matshi 25: "Njengoko amaxabiso e-lithium enyuka, uMorgan Stanley ubona ukwehla kwemfuno yezithuthi zombane."
I-Biden isebenzisa uMthetho weMveliso yoKhuseleko ukunyusa imveliso yebhetri yemoto yombane ... Ulawulo lwe-Biden luye lwabhala ngoLwesine ukuba luya kusebenzisa uMthetho weMveliso yoKhuselo ukunyusa imveliso yasekhaya yezinto eziphambili zebhetri ezifunekayo kwizithuthi zombane kunye nokutshintshela kumandla avuselelekayo.Inguqu.Isigqibo songeza i-lithium, i-nickel, i-cobalt, i-graphite kunye ne-manganese kuluhlu lweeprojekthi ezifihliweyo ezinokuthi zincede amashishini asemigodini akhusele i-$ 750 yezigidi kwi-Act's Title III fund.
I-BYD ngoku ikwinqanaba lokuqala kwihlabathi ngesabelo semarike esiyi-15.8%.I-BYD ikwinqanaba lokuqala eTshayina ngesabelo semarike esimalunga ne-27.1% ye-YTD.
I-BYD ityala imali kumphuhlisi webhetri ye-lithium uChengxin Lithium-Pandaily.Kulindeleke ukuba emva kokubekwa, ngaphezu kwe-5% yezabelo zenkampani ziya kuba ngu-Shenzhen-based automaker BYD.Amacala amabini aya kuphuhlisa ngokubambisana kunye nokuthenga izibonelelo ze-lithium, kwaye i-BYD iya kwandisa ukuthengwa kweemveliso ze-lithium ukuqinisekisa ukubonelela okuzinzile kunye neenzuzo zexabiso.
“UBYD noShell bangene kwintsebenziswano ehlawulisayo.Ubambiswano, oluya kuthi lusungulwe okokuqala e-China naseYurophu, luya kunceda ukwandisa iindlela zokutshaja kubathengi bemoto yombane yebhetri ye-BYD (BEV) kunye ne-plug-in hybrid electric vehicle (PHEV) abathengi.
I-BYD ibonelela ngeebhetri ze-blade ze-NIO kunye ne-Xiaomi.U-Xiaomi usayine isivumelwano sentsebenziswano kunye ne-Fudi Battery kunye ne-NIO…
Ngokweengxelo, incwadi ye-oda ye-BYD ifikelele kwiiyunithi ezingama-400,000.I-BYD ilindele ukuthengisa i-1.5 yezigidi zezithuthi ngo-2022, okanye i-2 yezigidi ukuba iimeko zokubonelela ziphucula.
Umfanekiso osemthethweni wetywina le-BYD ukhutshiwe.Umqhubi we-Model 3 okhuphisana naye uqala kwi-$ 35,000 ... I-Seal inomlinganiselo ococekileyo wombane we-700 km kwaye inikwe i-platform ye-800V ephezulu.Iintengiso zenyanga eziqikelelwayo zeeyunithi ezingama-5,000…Ngokusekwe kuyilo lwe-BYD “Ocean X” isithuthi sengqiqo…Itywina le-BYD liqinisekisiwe ukuba libizwa ngokuba yi-BYD Atto 4 e-Australia.
I-Tesla okwangoku ikwinqanaba lesibini kwihlabathi ngesabelo semarike yehlabathi ye-11.4%.I-Tesla ithatha indawo yesithathu e-China kunye nesabelo semarike ye-6.4% ngonyaka ukuya kutsho.I-Tesla ibeka i-9th eYurophu emva koJanuwari obuthathaka.UTesla uhlala enguNombolo 1 umthengisi wezithuthi zombane e-US.
Nge-4 kaMatshi, uTeslaratti wabhengeza: "UTesla ufumene ngokusemthethweni imvume yokusingqongileyo yokuvula i-Berlin Gigafactory."
Nge-17 kaMatshi, uTesla Ratti watyhila, "uTesla's Elon Musk ucebisa ukuba usebenza kwiSicwangciso esiPhambili, iSigaba 3."
Nge-20 kaMatshi, i-Driven yathi: "UTesla uza kuvula izikhululo ze-Supercharging e-UK kwezinye iimoto zombane kwiiveki okanye kwiinyanga ezimbalwa."
Nge-22 kaMatshi, u-Electrek wabhengeza, "i-Tesla Megapack ikhethelwe iprojekthi enkulu yokugcina amandla angama-300 MWh ukunceda amandla avuselelekayo e-Australia."
U-Elon Musk uyadanisa xa evula iplanti entsha yeTesla eJamani… UTesla ukholelwa ukuba umzi-mveliso waseBerlin uvelisa iimoto eziya kutsho kuma-500,000 ngonyaka… Umphandi ozimeleyo kaTesla uTroy Teslike ubhale kuTwitter ukuba inkampani yayinethemba lokuba ngelo xesha ukuveliswa kwezithuthi kuya kufikelela kwiiyunithi ezili-1,000 ngeveki kwisithuba sesithandathu. iiveki zemveliso yorhwebo kunye neeyunithi ezingama-5,000 ngeveki ekupheleni kuka-2022.
I-Tesla Giga Fest Final Approme e-Gigafactory Texas, amatikiti abonakala eza kungekudala… I-Giga Fest izakubonisa abalandeli bakaTesla kunye neendwendwe ngaphakathi kumzi-mveliso wayo omtsha ovulwe kulo nyaka.Ukuveliswa kweModel Y crossover kwaqala ngaphambili.UTesla uceba ukubamba umcimbi ngo-Epreli 7th.
I-Tesla iyakwandisa ukugcinwa kwayo njengoko icwangcisa ukwahlulwa kwesitokhwe… Abaninizabelo baya kuvota kumlinganiselo kwiNtlanganiso yoNyaka yabanini-zabelo ka-2022 ezayo.
UTesla utyikitye isivumelwano seminyaka emininzi senickel eyimfihlo kunye noVale… NgokukaBloomberg, kwisivumelwano esingachazwanga, inkampani yemigodi yaseBrazil iya kubonelela umenzi wemoto yombane ngenickel eyenziwe eKhanada…
Phawula.Ingxelo yeBloomberg ithi, "Abantu abaqondi ukuba uTesla ufikelele kangakanani ekuqinisekiseni ukubonelela ngezinto eziphathekayo kunye nendlela ebanzi yezinto zebhetri," isithethi seTalon Metals uTodd Malan uthe.
Abatyali-mali banokufunda iposi yam yebhlog kaJuni ka-2019, "Tesla -Iimbono ezilungileyo nezingalunganga," apho ndicebise ukuba isitokhwe Thenga.Ithengiswa nge-$ 196.80 (elingana ne-$ 39.36 emva kwe-5: i-stock split).Okanye inqaku lam lamva nje likaTesla malunga notyalo-mali kwiintsingiselo- "Ukujonga ngokukhawuleza iTesla kunye nokuqikelelwa kwayo ngokufanelekileyo namhlanje kunye ne-PT yam yeminyaka ezayo."
I-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)
I-SGMW (SAIC-GM-Wuling Motors) ikwindawo yesithathu kwihlabathi ngesabelo semarike esisi-8.5% kulo nyaka.I-SAIC (ibandakanya izabelo ze-SAIC kwindibaniselwano ye-SAIC/GM/Wulin (SGMW) ikwindawo yesibini e-China ngesabelo esiyi-13.7%.
Injongo ye-SAIC-GM-Wuling kukuthengisa ngokuphindwe kabini izithuthi ezitsha zamandla.I-SAIC-GM-Wuling ijolise ekufezekiseni intengiso yonyaka ye-1 yezigidi zeenqwelo zamandla amatsha ngo-2023. Ukufezekisa oku, i-Chinese joint venture nayo ifuna ukutyalomali kakhulu kuphuhliso kwaye ivule i-factory yayo yebhetri e-China ... Ngaloo ndlela, ukuthengiswa okutsha. ekujoliswe kuko kwesigidi esi-1 se-NEV ngo-2023 kuya kuba ngaphezulu kokuphindwe kabini ukusuka ngo-2021.
I-SAIC inyuke nge-30.6% ngoFebruwari...Idatha esemthethweni ibonisa ukuthengiswa kweempawu ze-SAIC ngokwazo ziphindwe kabini ngoFebruwari...Ukuthengiswa kweemoto zamandla amatsha kuqhubekile nokunyuka, kunye neentengiso ezingaphezulu kwama-45,000 ngonyaka ngoFebruwari.ukwanda ngama-48.4% kwangelo xesha linye kulo nyaka uphelileyo.I-SAIC iyaqhubeka nokuba nesikhundla esiphezulu kwimarike yasekhaya yezithuthi zamandla amatsha.Intengiso ye-SAIC-GM-Wuling Hongguang MINI EV ikwagcine ukukhula olomeleleyo...
Iqela leVolkswagen [Xetra:VOW] (OTCPK:VWAGY) (OTCPK:VLKAF)/Audi (OTCPK:AUDVF)/Lamborghini/Porsche (OTCPK:POAHF)/Skoda/Bentley
IQela lakwaVolkswagen okwangoku likwindawo yesine phakathi kwabavelisi bezithuthi zombane behlabathi jikelele abanesabelo semarike esisi-8.3% kwaye okokuqala eYurophu ngesabelo semarike esiyi-18.7%.
Nge-3 kaMatshi, iVolkswagen yabhengeza: "IVolkswagen iyayiphelisa imveliso yeemoto eRussia kwaye iyamisa ukuthunyelwa ngaphandle."
Ukuphehlelelwa kweplanti entsha kaBathathu Emnye: izigaba ezibalulekileyo zexesha elizayo zesiza semveliso eWolfsburg… IBhodi eLawulayo iphumeze indawo entsha yemveliso eWolfsburg-Warmenau, kufutshane nomzi-mveliso omkhulu.Malunga ne-2 yeebhiliyoni zee-euro ziya kutyalwa kwimveliso yoguqulo lombane lomfuziselo onguBathathu Emnye.Ukuqala ngo-2026, uBathathu Emnye uya kuba nokungathathi hlangothi kwekhabhoni kwaye usete imigangatho emitsha ekuqhubeni ngokuzimeleyo, ukufakwa kombane kunye nokuhamba kwedijithali…
Nge-9 kaMatshi, iVolkswagen yabhengeza: "I-Bulli yekamva lombane wonke: i-premiere yehlabathi ye-ID entsha.Buzz.”
IVolkswagen kunye neFord zandisa intsebenziswano kwiqonga lombane le-MEB…” IFord iza kwakha enye imodeli yombane esekwe kwiqonga leMEB.Ukuthengiswa kwe-MEB kuya kuphinda kabini kwi-1.2 yezigidi ngexesha lokuphila kwayo.
Ixesha lokuposa: May-08-2023