Tikugashirei kuMagetsi Vehicle [EV] Newsletter yaKurume 2022. Kurume yakashuma kwakasimba kwazvo pasi rose kutengesa kweEV kwaKukadzi 2022, kunyangwe Kukadzi kazhinji kunonoka mwedzi.Kutengeswa muChina, kunotungamirwa neBYD, kunomira pachena zvakare.
Panyaya yeEV musika nhau, tiri kuona zvakanyanya uye zvakanyanya kuita kubva kuhurumende dzekuMadokero kutsigira indasitiri uye cheni yekugovera.Takangoona izvi svondo rapfuura apo Mutungamiriri Biden akadaidza Defence Production Act kuti imutsiridze mota dzemagetsi, kunyanya padanho remigodhi.
Mune nhau dzekambani yeEV, isu tichiri kuona BYD naTesla vachitungamira, asi ikozvino ICE iri kuedza kubata.Iyo diki EV yekupinda ichiri kumutsa manzwiro akavhengana, vamwe vachiita zvakanaka uye vamwe kwete zvakanyanya.
Kutengeswa kweGlobal EV muna Kukadzi 2022 kwaive 541,000 mayunitsi, akakwira 99% kubva muna Kukadzi 2021, aine chikamu chemusika che9.3% muna Kukadzi 2022 uye angangoita 9.5% gore-kusvika-zvino.
Cherechedza: 70% yekutengeswa kweEV kubva pakutanga kwegore i100% EVs uye mamwe mahybrids.
Kutengeswa kwemotokari yemagetsi muChina muna Kukadzi 2022 kwaive 291,000 mayuniti, akakwira 176% kubva muna Kukadzi 2021. EV yemusika wekuChina yaive 20% muna Kukadzi uye 17% YtD.
Kutengeswa kwemotokari yemagetsi muEurope muna Kukadzi 2022 kwaive 160,000 mayunitsi, akakwira 38% gore-pa-gore, aine chikamu chemusika che20% uye 19% gore-kusvika-zvino.MunaFebruary 2022, chikamu cheGermany chakasvika 25%, France - 20% uye Netherlands - 28%.
Cherechedza.Kutenda kuna José Pontes uye timu yekutengesa CleanTechnica yekunyora data pane ese EV ekutengesa ataurwa pamusoro uye chati iri pazasi.
Chati iri pasi apa inopindirana nekutsvakurudza kwangu kuti kutengesa kweEV zvechokwadi kuchamuka mushure me 2022. Ikozvino inoratidzika kuti kutengesa kweEV kwakatokwira mu 2021, nekutengesa kweanenge mamiriyoni 6.5 uye chikamu chemusika che9%.
Nekutanga kweTesla Model Y, UK EV mugove wemusika wakatyora rekodhi nyowani.Mwedzi wapera, iyo UK EV musika mugove yakasvika rekodhi nyowani ye17% Tesla paakatanga yakakurumbira Model Y.
Musi waKurume 7, Kutsvaga Alpha yakashuma kuti: "Kathy Wood inopeta kaviri mitengo yemafuta kuti ikwire sezvo mota dzemagetsi 'dzinodzima' kudiwa."
Inventories dzemotokari dzemagetsi dzakakwira sezvo hondo yemafuta iri kuwedzera.NeChipiri, nhau dzehurongwa hwehutongi hweBiden hwekurambidza mafuta eRussia dzakasundidzira indasitiri yemotokari dzemagetsi kumhanya zvakanyanya.
Biden yakadzoreredza kugona kweCalifornia kumanikidza zvakaomesesa kusvibiswa kwemotokari.Hutongi hweBiden huri kudzoreredza kodzero yeCalifornia yekumisikidza mirau yayo yekuburitsa gasi regreenhouse kumota, marori ekutakura uye maSUV… matunhu gumi nenomwe neDunhu reColumbia vatora zviyero zveCalifornia zvakaomesesa… Sarudzo yehutongi hweBiden ichabatsirawo California kuenda kuchinangwa chayo 2035 yekubvisa mota dzese nyowani dzinofambiswa nepeturu nemarori.
Tesla maodha muzvikamu zveUS anonzi akakwira 100%.Tiri kufanotaura kusvetuka kukuru mukutengesa kweEV sezvo mitengo yegesi inokwira, uye zvinoita sekunge zvave kutoitika.
Ongorora: Electrek yakashumawo munaKurume 10, 2022: "Maodha eTesla (TSLA) muUS ari kukwira sezvo mitengo yegasi ichimanikidza vanhu kuti vachinje kumotokari dzemagetsi."
Musi waKurume 11, BNN Bloomberg yakashuma, "Maseneta anokurudzira Biden kuti ashevedze bhiri rekudzivirira zvinhu."
Masimbi Ane Chitsama Anoumba Ramangwana reIndasitiri Yemotokari Yemagetsi… Makambani ari kubheja mazana emabhiriyoni emadhora pamotokari dzemagetsi nemarori.Zvinotora mabhatiri akawanda kuvagadzira.Izvi zvinoreva kuti vanofanirwa kutora zvicherwa zvakakura kubva pasi, se lithium, cobalt uye nickel.Zvicherwa izvi hazvina kunyanya kuwanda, asi kugadzirwa kunoda kukwidziridzwa zvakanyanya kusati kwamboitika kuti zvizadzise zvishuwo zveindasitiri yemotokari… Beijing inodzora zvikamu zvitatu muzvina zvemusika wezvicherwa zvakakosha kumabhatiri… chigadzirwa chinogona kuwedzera kakapetwa kagumi mumakore mashoma…
Kufarira kwevatengi mumotokari dzemagetsi kuri pamusoro-soro.CarSales yekutsvaga data inoratidza kuti vanhu vazhinji uye vazhinji vari kufunga mota yemagetsi semota yavo inotevera.Kufarira kwevatengi muEVs kwakakwira zvakanyanya sezvo mitengo yemafuta ichiramba ichikwira, nekutsvaga kweEVs paCarSales kuri kukwira kusvika 20% musi wa13 Kurume.
Germany yajoina kurambidzwa kweEU ICE… Politico inoshuma kuti Germany yakasaina kurambidzwa kweICE kusvika muna 2035 nekuzengurira uye ichadonhedza hurongwa hwekutsvagisa kuti vasunungurwe zvakanyanya kubva muchinangwa cheEU chekuburitsa kabhoni.
Kuchinja kwebhatiri kwemaminetsi maviri kuri kufambisa shanduko yeIndia kuenda kumasikuta emagetsi… Kutsiva bhatiri rakafa zvachose kunoda 50 rupees (67 cents), ingangoita hafu yemutengo werita (1/4 galoni) yepeturu.
Musi waKurume 22, Electrek yakashuma, "Nekukwira kwemitengo yegesi yeUS, iko zvino yakachipa katatu kusvika katanhatu kutyaira mota yemagetsi."
Mining.com yakashuma munaKurume 25: "Sezvo mitengo ye lithium ichikwira, Morgan Stanley anoona kuderera kwekudiwa kwemotokari dzemagetsi."
Biden iri kushandisa Defence Production Act kuti iwedzere kugadzirwa kwebhatiri remotokari yemagetsi… Hutongi hweBiden hwakaenderera mberi nemusi weChina kuti huchashandisa Defence Production Act kuwedzera kugadzirwa kwemukati kwezvinhu zvakakosha zvebhatiri zvinodiwa pamotokari dzemagetsi uye kuchinja kune simba rinogoneka.Transition.Sarudzo iyi inowedzera lithium, nickel, cobalt, graphite uye manganese kune rondedzero yemapurojekiti akavharwa anogona kubatsira mabhizinesi emigodhi kuchengetedza madhora mazana manomwe nemakumi mashanu emamiriyoni emadhora mugwaro reAct's Title III.
BYD parizvino inotungamira pasi rose ine chikamu chemusika che15.8%.BYD inomira yekutanga muChina ine chikamu chemusika chinosvika 27.1% YTD.
BYD inodyara mu lithium bhatiri yekuvandudza Chengxin Lithium-Pandaily.Zvinotarisirwa kuti mushure mekuiswa, zvinopfuura 5% zvezvikamu zvekambani zvichange zviri zveShenzhen-based automaker BYD.Mativi maviri aya achabatana kugadzira uye kutenga lithium zviwanikwa, uye BYD ichawedzera kutengwa kwezvigadzirwa zvelithium kuti ive nechokwadi chekugadzika kwekupa uye mutengo zvakanakira.
“BYD neShell vapinda mumubatanidzwa wekuchaja.Kudyidzana uku, uko kuchatanga kuvhurwa muChina neEurope, kuchabatsira kuwedzera sarudzo dzekuchaja dzeBYD's bhatiri yemagetsi mota (BEV) uye plug-in hybrid yemagetsi mota (PHEV) vatengi.
BYD inopa blade mabhatiri eNIO neXiaomi.Xiaomi yakasainawo chibvumirano chekushandira pamwe neFudi Battery neNIO…
Sekureva kwemishumo, bhuku reOdha reBYD rasvika mazana mana ezviuru.BYD inochengetedza inotarisira kutengesa mota dzinosvika miriyoni imwe chete nemazana mashanu muna 2022, kana miriyoni maviri kana mamiriro ezvekutengesa akachinja.
Mufananidzo wepamutemo wechisimbiso cheBYD waburitswa.Mukwikwidzi weModel 3 anotanga pa $35,000… Chisimbiso chine magetsi akachena emakiromita 700 uye anofambiswa ne800V high voltage platform.Zvinofungidzirwa kutengesa pamwedzi zviuru zvishanu…Zvichienderana nemagadzirirwo eiyo BYD “Ocean X” concept mota…Chisimbiso cheBYD chasimbiswa kuti chinodaidzwa kuti BYD Atto 4 kuAustralia.
Tesla parizvino iri pachinzvimbo chechipiri pasi rose ine chikamu chemusika wepasi rose che11.4%.Tesla iri panzvimbo yechitatu muChina ine chikamu chemusika che6.4% gore-kusvika-zvino.Tesla inomira 9th muEurope mushure mekupera kwaNdira.Tesla anoramba ari Nhamba 1 mutengesi wemotokari dzemagetsi muU.
Musi waKurume 4, Teslaratti akazivisa kuti: "Tesla akagamuchira zviri pamutemo mvumo yekupedzisira yezvakatipoteredza kuti avhure Berlin Gigafactory."
Musi waKurume 17, Tesla Ratti akazivisa, "Tesla's Elon Musk anoratidza kuti ari kushanda paThe Master Plan, Chikamu 3."
Musi waKurume 20, The Driven yakashuma kuti: "Tesla ichavhura zviteshi zveSupercharging muUK kune dzimwe mota dzemagetsi mumavhiki kana mwedzi mishoma."
Musi waKurume 22, Electrek yakazivisa, "Tesla Megapack yakasarudzwa kune nyowani yakakura-yakakura 300 MWh simba rekuchengetedza simba rekubatsira simba reAustralia rinowanikwazve."
Elon Musk anotamba achivhura chirimwa chitsva cheTesla kuGermany… Tesla anotenda kuti chirimwa cheBerlin chinogadzira mota dzinosvika mazana mashanu pagore… mavhiki ekugadzirwa kwekutengesa uye zviuru zvishanu zvezvikamu pasvondo pakupera kwa2022.
Tesla Giga Fest Final Approval kuGigafactory Texas, matikiti angangove ari kuuya munguva pfupi… Giga Fest icharatidza vateveri veTesla nevashanyi mukati mefekitari yayo itsva yakavhurwa gore rino.Kugadzirwa kweModel Y crossover kwakatanga kare.Tesla anoronga kuita chiitiko musi waApril 7.
Tesla iri kuwedzera kubata kwayo sezvo ichironga kupatsanurwa kwemasheya…
Tesla akasaina chibvumirano chakavanzika chemakore akawanda nickel naVale… Maererano neBloomberg, muchibvumirano chisina kutaurwa, kambani yemugodhi yekuBrazil ichapa mugadziri wemotokari dzemagetsi nickel inogadzirwa kuCanada…
Cherechedza.Chirevo cheBloomberg chinoti, "Vanhu havazive kuti Tesla yasvika papi mukuchengetedza maketani ezvekushandisa uye kutora nzira yakazara yezvigadzirwa zvebhatiri," mutauriri weTalon Metals Todd Malan akadaro.
Vagadziri vemari vanogona kuverenga yangu Chikumi 2019 blog post, "Tesla - Akanaka uye Negative Maonero," mandakakurudzira stock Tenga.Iri kutengeserana pa $196.80 (yakaenzana ne $39.36 mushure mechikamu che5:1 stock split).Kana kuti chinyorwa changu chechangobva kuitika cheTesla chekudyara mumaitiro - "Kutarisa nekukurumidza Tesla uye kukosha kwayo nhasi uye PT yangu kwemakore anotevera."
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) iri pachinhanho chechitatu pasi rose nechikamu che8.5% chemusika gore rino.SAIC (kusanganisira chikamu cheSAIC mumubatanidzwa weSAIC/GM/Wulin (SGMW)) iri pechipiri muChina nechikamu che13.7%.
Chinangwa cheSAIC-GM-Wling ndechekutengesa zvakapetwa kaviri kwemotokari nyowani dzesimba.SAIC-GM-Wuling inotarisira kuwana kutengeswa kwegore negore kwemamiriyoni e1 motokari itsva dzemagetsi panosvika 2023. Kuti zvibudirire izvi, sangano reChinese rinodawo kuisa mari yakawanda mukusimudzira uye kuzarura fekitari yayo yebhatiri muChina ... Nokudaro, kutengesa kutsva. chinangwa chemiriyoni imwe NEV muna 2023 chichapfuura zvakapetwa kaviri kubva muna 2021.
SAIC yakawedzera ne30.6% muna Kukadzi...Data yepamutemo inoratidza kutengesa kwemhando dzeSAIC pachayo kwakapetwa kaviri muna Kukadzi...Kutengeswa kwemotokari yemagetsi kutsva kwakaramba kuchikwira, nekutengesa kunopfuura 45,000 gore negore munaFebruary.kuwedzera kwe48.4% panguva imwecheteyo gore rapfuura.SAIC inoramba iine chinzvimbo chakazara mumusika wepamba wemotokari nyowani dzesimba.SAIC-GM-Wuling Hongguang MINI EV kutengesa zvakare kwakachengetedza kukura kwakasimba ...
Volkswagen Group [Xetra:VOW] (OTCPK:VWAGY) (OTCPK:VLKAF)/Audi (OTCPK:AUDVF)/Lamborghini/Porsche (OTCPK:POAHF)/Skoda/Bentley
Volkswagen Group parizvino iri pachinhanho chechina pakati pevagadziri vemotokari dzemagetsi pasi rose vane chikamu chemusika che8.3% uye chekutanga muEurope chine chikamu chemusika che18.7%.
Musi waKurume 3, Volkswagen yakazivisa kuti: "Volkswagen iri kumisa kugadzirwa kwemotokari muRussia uye kumisa kutengesa kunze kwenyika."
Kuparurwa kwechirimwa chitsva cheTriniti: zviitiko zvemberi zvenzvimbo yekugadzira muWolfsburg… Supervisory Board inobvumidza nzvimbo itsva yekugadzira muWolfsburg-Warmenau, padyo nenzvimbo huru.Inosvika mabhiriyoni maviri emaeuro achaiswa mukugadzira shanduko yemagetsi eTriniti.Kutanga muna 2026, Tiriniti ichava kabhoni isina kwayakarerekera uye isa miitiro mitsva mukutyaira wega, kuisa magetsi uye kufamba kwedhijitari…
Musi waKurume 9, Volkswagen yakazivisa kuti: "Bulli yeramangwana remagetsi ese: mutambo wepasi rose weID itsva.Buzz."
Volkswagen neFord vanowedzera kubatana papuratifomu yemagetsi yeMEB…” Ford ichavaka imwe modhi yemagetsi yakavakirwa papuratifomu yeMEB.Kutengeswa kweMEB kuchapeta kusvika miriyoni 1.2 mukati mehupenyu hwayo.
Nguva yekutumira: Chivabvu-08-2023
