Nyob rau hauv-tob tsom xam ntawm tam sim no teeb meem ntawm Tuam Tshoj lub tshiab zog tsheb motor hluav taws xob tswj kev lag luam nyob rau hauv 2018
Raws li ib qho kev hloov mus rau cov khoom qub (kev sib kis), lub zog tshiab tsav tsheb thiab hluav taws xob tswj ncaj qha tau txiav txim xyuas lub ntsiab kev ua tau zoo xws li nce ub nce, acceleration thiab siab tshaj plaws ntawm lub tsheb fais fab. Kev txawj thiab tsim theem ntawm lub cev hluav taws xob tswj qhov ncaj qha cuam tshuam rau qhov kev ua tau zoo thiab tus nqi ntawm lub tsheb. Nrog rau kev tiv thaiv ib puag ncig tiv thaiv nyob rau hauv Suav teb, lub zog tshiab kev lag luam tsheb muaj dav dav nrawm, uas yuav tsim chaw qhov chaw rau kev tswj hluav taws xob hauv kev siv hluav taws xob hauv peb qhov chaw ntawm cov tsheb tshiab.
Tsav tsheb hluav taws xob kev tswj tau muaj peev xwm nce ceev ceev
Raws li txoj kev loj hlob sai ntawm lub zog tshiab tsheb tsim thiab kev muag khoom, Tuam Tshoj lub zog tshiab (600617) automotive lub cev muaj peev ntawm lub tshuab hluav taws xob tswj kev lag luam kuj pom muaj kev nce qib ceev. Nyob rau hauv 2017, Tuam Tshoj tus tshiab lub zog tsheb motor thiab hluav taws xob tswj muaj peev xwm ncav cuag 874,200 units, ib qho kev nce ntawm 55.7%. Txij thaum Lub Ib Hlis Ntuj mus rau Lub Peb Hlis Ntuj 2018, qhov muaj peev xwm ntawm lub zog tshiab lub cav tsheb thiab kev tswj hluav taws xob muaj 155,100 units.
Cob phum hlau npliag (synchronous) yog qhov tseem ceeb ntawm kev teeb tsa
Tam sim no, cov motors siv nyob rau hauv lub zog tshiab zog yog cov hlau nplaum sib txuas ntawm cov synchronous, AC asynchronous motors thiab lwm cov motors. Los ntawm kev pom ntawm lub hom phiaj kev lag luam ntawm cov qauv, tsuas yog cov hlau nplaum sib txuas rau synchronous, thaum xyoo 2017, qhov muaj peev xwm muaj peev xwm ntawm cov hlau nplaum sib txuas ntawm lub zog ntawm cov tsheb tshiab nce txog 685,100 units, accounting rau ntau tshaj 78%; qhov muaj peev xwm ntawm AC asynchronous motors ze li ntawm 190,000 units. Tshaj 21.4%.
BYD lub cev muaj zog hluav taws xob muaj peev xwm ua tau
Raws li lub tuam txhab tshwj xeeb, raws li qhov kev txiav txim ntawm lub cev muaj zog thiab hluav taws xob tswj nyob rau hauv lub Peb Hlis 2017-2018, qhov muaj peev xwm ntawm cov thawj 10 tuam txhab muaj peev xwm tshaj li ntawm 20,000, thiab qhov muaj peev xwm ntawm hluav taws xob muaj ntau tshaj 10,000. Ntawm lawv, BYD (002594) thawj zaug nyob rau hauv cov nqe lus tsav tsheb muaj peev xwm thiab tshuab hluav taws xob tswj tau nruab siab, nrog nruab muaj peev xwm ntawm 178,300 units thiab 187,700 units; thiab Beiqi tshiab zog nrog lub cev muaj zog thiab hluav taws xob muaj peev xwm muaj peev xwm tshaj li ntawm 100,000 units. Nws lub cev muaj zog thiab hluav taws xob tswj muaj peev xwm yog 126,300 units, qeb duas thib ob. Tsis tas li ntawd, Anhui Juyi, Jiangling Tshiab Zog, UAES, Changan Tsheb (000625) thiab lwm cov hluav taws xob thiab hluav taws xob muaj peev xwm muaj peev xwm muaj peev xwm nyob rau hauv 3-4 lab ntxim lus.
Kev sib tw qauv ntawm lub cev hluav taws xob tswj lag luam tsis tau meej
Los ntawm kev xav ntawm kev txhawb nqa ntawm lub zog tshiab tsheb lub cev hluav taws xob tswj kev ua lag luam, lub tsheb tsim ua BYD Tsav feem ntau yog siv ob lub tsheb tuam: BYD thiab Beijing Hualin Cov Tsheb Tshwj Xeeb, thiab kev tiv thaiv hluav taws xob yog tsim los ntawm nws tus kheej; thaum lub cav ntawm Beiqi Tshiab Zog kuj tau txais los ntawm qhov no. Enterprise thiab hluav taws xob tswj hwm yog muab los ntawm Jingjin thiab Dej Hiav Txwv. Zoo li lub zog tshiab tsheb lub cev thiab lub zog muaj zog xws li Jingjin Electric, cov kev pab cuam muaj xws li Anyuan Bus, Dandong Huanghai, Dongfeng, Ankai, Great Wall, Geely, Guangzhou Automobile, Bailujia thiab lwm lub tuam txhab.
Nyob rau tag nrho, tus neeg tseem ceeb hauv kev tswj hwm hluav taws xob tshiab ntawm cov tsheb tshiab muaj peev xwm muab faib ua ob pawg. Ib tug yog cov tsheb tuam txhab uas muag nrog lub peev xwm ntawm tus kheej los yog kev txuam khoom, xws li BYD, BAIC, Xiamen Jinlong, thiab lwm yam .; Cov chav kawm yog tus tswv muag khoom tshwj xeeb hauv tsheb lossis cov khoom siv hluav taws xob hluav taws xob. Tshwj xeeb, nws yuav muab faib rau cov chaw pib khoom (Bosch, Tuam Tshoj, thiab lwm yam), kev tsav lub cev hluav taws xob tswj tuam ntxhab (Shanghai Electric Drive, Shanghai Dajun) thiab lwm yam kev lag luam thiab cov tshuab hluav taws xob (Huichuan Technology (300124), Yingweiteng (002334), thiab lwm yam). Tam sim no, cov neeg tsav tsheb thiab cov tsheb thauj neeg ua lag luam ua rau lawv tus kheej-faib hluav taws xob tswj, thiab lub koom txoos thib peb tam sim no muaj cuab kav ua tau zoo rau thaj tsam ntawm cov neeg tsav tsheb me thiab nruab nrab cov tsheb thiab cov tsheb tshwj xeeb, tab sis qhov nkag mus tus neeg caij tsheb lub tsheb tseem raug qis dua.
Txij li cov kev lag luam hluav taws xob ntawm kev tsim tsheb tshiab muaj peev xwm pib ib txhij nrog lub tsev lag luam hluav taws xob, kev tsim cov qauv kev lag luam thiab lub tshuab tseem tsis tau tsim, thiab OEMs thiab lwm tus neeg muag khoom txhua tus nyob hauv txoj haujlwm zoo, thiab kev sib txawv ntawm kev ua lag luam tau tseem tsis tau paub meej.
