Okubizwa ngokuthi “Ama-Musketeers Amathathu” ezimoto zamandla amasha kubhekiselwa ezindleleni zamandla ezintathu ezihlukene: i-fuel cell, hybrid, kanye nogesi omsulwa.Kusukela ekuqaleni kwalo nyaka, imodeli kagesi emsulwa yakwaTesla isishanele umhlaba wonke, kanti izimoto ezifuywayo eziyingxubevange ezifana ne-BYD neQin nazo sezichumile.Kubonakala sengathi phakathi kwe-"Musketeers Ezintathu", ukusebenza kwamaseli kaphethiloli kuphela kuntula kancane.
Embukisweni wezimoto ophethwe njengamanje i-Beijing, izinhlobo eziningi ezintsha zikaphethiloli ezikhazimulayo seziphenduke “izihlabani” zombukiso.Lesi simo sikhumbuza abantu ukuthi kusondela kancane kancane ukumakethwa kwezimoto ezithwala uphethroli.Izabelo ze-A-share market fuel concept stocks, ikakhulukazi i-SAIC Group, ethuthukisa izimoto zamaseli kaphethiloli [-0.07% umbiko wocwaningo loxhaso lwezimali] (600104);Izinkampani eziphethe amabhizinisi ama-fuel cell, afana ne-Jiangsu Sunshine, umnikazi wamasheya omkhulu we-Shenli Technology [-0.94% umbiko wocwaningo loxhaso lwezimali] (600220), iGreat Wall Electric [-0.64% umbiko wocwaningo loxhaso] (600192), kanye neNandu Power [- 0.71% umbiko wocwaningo loxhaso] (300068), onamasheya ku-Xinyuan Power;Futhi amanye amabhizinisi ahlobene ochungechungeni lwezimboni, njenge-Huachang Chemical [-0.90% umbiko wocwaningo loxhaso lwezimali] (002274) obandakanya i-ejenti enciphisayo “sodium borohydride” kanye ne-Kemet Gas [0.46% umbiko wocwaningo lwezimali] (002549) enekhono lokuphakela i-hydrogen.
“Amangqamuzana kaphethiloli empeleni ayisenzo samakhemikhali esihlanekezela amanzi asebenza ngogesi.I-hydrogen nomoya-mpilo kuhlangana ukukhiqiza amanzi, kukhiqize ugesi.Ngokombono, ama-fuel cell angasetshenziswa nomaphi lapho kusetshenziswa khona ugesi.”UZhang Ruogu, iPhini Lomphathi Jikelele weShenli Technology, usebenzise lokhu njengesitatimende sokuvula engxoxweni nezintatheli zeSecurities Times.Kuyaqondakala ukuthi isiqondiso esiyinhloko senkampani wukucwaninga nokwenza izimboni kwamaseli kaphethiloli we-hydrogen proton exchange ulwelwesi nobunye ubuchwepheshe, obubandakanya imikhiqizo ehlukahlukene yamaseli kaphethiloli asetshenziswa ngokuhlukile.I-Jiangsu Sunshine kanye ne-Fosun Pharmaceuticals [-0.69% umbiko wocwaningo loxhaso lwezimali] ibamba ukulingana okungu-31% no-5% ngokulandelanayo.
Nakuba kunezinkambu eziningi ezisebenzayo, ukusetshenziswa kwezentengiso kwamaseli kaphethiloli e-China akulula.Ngaphandle kokuthi abakhiqizi bezimoto banentshisekelo yokuthuthukisa umqondo wezimoto ezithwala uphethiloli, ukuthuthukiswa kwama-fuel cell kweminye imikhakha kusahamba kancane.Njengamanje, izindleko eziphakeme kanye nenani elilinganiselwe leziteshi zokugcwalisa i-hydrogen, ukuntuleka kwezingxenye ezisekelayo, nobunzima bokuphindaphinda amasampula angaphandle kuseyizizathu eziyinhloko zokuthi kungani ama-fuel cell kunzima ukuthengisa emakethe yaseShayina.
Izimoto ezithwala amafutha sezizovela
Embukisweni wezimoto waseBeijing, ukukhishwa kwakamuva kwe-SAIC Group kwe-Roewe 950 entsha ye-plug-in fuel cell sedan kudonse ukunaka okukhulu.Umzimba oshintshashintshayo omhlophe qhwa kanye nesivalo senjini esibonisa ngale sibonisa ngokugcwele isistimu yamandla angaphakathi emoto, eheha izibukeli eziningi ukuthi ziyibukele.Okugqama kakhulu ngale moto entsha ukuthi ifakwe i-dual power system yebhethri ne-fuel cell, ikakhulukazi i-hydrogen fuel cell, ehambisana nebhethri, engashajwa ngohlelo lwamandla egridi yedolobha.Kubikwa ukuthi i-SAIC Group ingase izuze ukukhiqizwa okuncane kwezimoto ezithwala amafutha ngo-2015.
Ngokuvamile, amandla ayingxube ezimotweni zamandla amasha asho inhlanganisela yamandla omlilo angaphakathi namandla kagesi, kuyilapho i-SAIC isebenzisa amandla kagesi kaphethiloli.
Isikhathi sokuthumela: Dec-30-2023