Ukunika amandla Ikusasa likagesi: Amathuba emakethe yokushaja i-EV yomhlaba wonke namathrendi

Umhlaba jikeleleImakethe yokushaja yezimoto zikagesi (EV).ibhekene noshintsho lwepharadigm, ethula amathuba okukhula okuphezulu kubatshalizimali nabahlinzeki bezobuchwepheshe. Iqhutshwa izinqubomgomo zikahulumeni ezishisekela izifiso, ukutshalwa kwezimali kwangasese okukhulayo, kanye nesidingo sabathengi sokuhamba okuhlanzekile, imakethe kulindeleke ukuthi ikhule isuka esilinganisweni esilinganiselwe.AmaRandi ayizigidi eziyizinkulungwane ezingama-28.46 ngo-2025 afinyelela ngaphezulu kwezigidigidi ezingama-76 ngo-2030, ku-CAGR cishe engama-15.1%.(Umthombo: MarketsandMarkets/Barchart, 2025 data).

Emabhizinisini omhlaba afuna izimakethe ezingaba namandla, ukuqonda izinhlaka zenqubomgomo yesifunda, amamethrikhi okukhula, kanye nokuvela kwezobuchwepheshe kubaluleke kakhulu.

I. Ama-Giants Asungulwe: Inqubomgomo & Ukukhula eYurophu naseNyakatho Melika

Izimakethe ze-EV ezivuthiwe eYurophu naseNyakatho Melika zisebenza njengezikhonkwane ezibalulekile zokukhula komhlaba wonke, ezibonakala ngokusekelwa okubalulekile kukahulumeni kanye nokuphushela okusheshayo ekusebenzisaneni nasekushajeni amandla aphezulu.

I-Europe: Idrayivu Yokuminyana nokusebenzisana

IYurophu igxile ekusunguleni okuphelele futhiingqalasizinda yokushaja efinyelelekayo, ngokuvamile okuhlotshaniswa nemigomo eqinile yokukhishwa kwezikhisi.

• Ukugxila Kwenqubomgomo (AFIR):I-EUI-Alternative Fuels Infrastructure Regulation (AFIR)igunyaza ubuncane bokushaja komphakathi kunethiwekhi enkulu yezokuthutha yaseYurophu (TEN-T). Ngokuqondile, idingaiziteshi zokushaja ngokushesha ze-dcokungenani150 kWukuze itholakale zonke60 kmkunethiwekhi ye-TEN-T engumongo ngo-2025. Lesi siqiniseko sokulawula sidala umgwaqo wokutshala imali oqondile, oqhutshwa isidingo.
• Idatha Yokukhula:Isamba senani labazinikeleev ukushaja amaphuzueYurophu kubikezelwa ukuthi izokhula ku-CAGR ye28%, ukunwebeka kusuka7.8 million ngo-2023 kuya ku-26.3 million ekupheleni kuka-2028(Umthombo: ResearchAndMarkets, 2024).
• Ukuqonda Kwevelu Yeklayenti:Opharetha baseYurophu bafunaokuthembekile, i-hardware esheshayo nesofthiweesekela izindinganiso ezivulekile kanye nezinhlelo zokukhokha ezingenazihibe, eziqinisekisa ukuthobelana ne-AFIR kanye nokwandisa isikhathi sokusebenza ukuze uthole ulwazi lwekhasimende oluyiprimiyamu.

INyakatho Melika: Uxhaso Lwe-Federal and Standardized Networks

I-US kanye ne-Canada basebenzisa izimali ezinkulu ze-federal ukwakha umgogodla wokushaja kazwelonke ohlangene.

• Ukugxila Kwenqubomgomo (NEVI & IRA):I-USUhlelo Lukazwelonke Lwengqalasizinda Yezimoto zikagesi (NEVI)ihlinzeka ngezimali ezinkulu ezifundazweni ukuze zisetshenzisweAmashaja asheshayo e-DC(DCFC) kanye Nemihubhe Yezibaseli Ehlukile. Izimfuneko eziyinhloko ngokuvamile zihlanganisa150 kW ubuncane bamandlakanye nezixhumi ezimisiwe (zigxila ngokwandayo kuZinga lokushaja laseNyakatho Melika - NACS). II-Inflation Reduction Act (IRA)inikeza izikweletu ezinkulu zentela, ukususa ubungozi ekutshalweni kwezimali ukuze kusetshenziswe ukushaja.
• Idatha Yokukhula:Ingqikithi yenani lamaphoyinti okushaja azinikele eNyakatho Melika ibikezelwa ukuthi izokhula ku-CAGR ephezulu35%, ikhuphuka isuka3.4 million ngo-2023 kuya ezigidini eziyi-15.3 ngo-2028(Umthombo: ResearchAndMarkets, 2024).
• Ukuqonda Kwevelu Yeklayenti:Ithuba elisheshayo lisekuhlinzekeniIzingxenyekazi zekhompuyutha ze-DCFC ezihambisana ne-NEVI nezisombululo ze-turnkeyezingasatshalaliswa ngokushesha ukuze zithwebule iwindi loxhaso lwenhlangano, ngokuhambisana nosekelo oluqinile lwendawo lobuchwepheshe.

II. I-Emerging Horizons: Amathuba aseNingizimu-mpumalanga ye-Asia kanye naseMpumalanga Ephakathi

Ezinkampanini ezibheka ngale kwezimakethe ezigcwele, izifunda ezingase zithuthuke zingase zinikeze amanani ahlukile okukhula aqhutshwa izici ezihlukile.

I-Southeast Asia: I-Electrifying Two-Wheeler kanye ne-Urban Fleets

Isifunda, esithembele kakhulu kumasondo amabili, sishintshela ekuhambeni kwe-EV, okuvamise ukusekelwa ubambiswano lomphakathi nezizimele.

• I-Market Dynamics:Amazwe afanaThailand kanye Indonesiabakhipha izikhuthazi ze-EV nezinqubomgomo zokukhiqiza. Ngenkathi ukwamukelwa kwe-EV sekukonke kuyakhula, ukwanda kwezindawo zasemadolobheni kanye nemikhumbi yezimoto ekhulayo kwandisa isidingo (Umthombo: TimesTech, 2025).
• Ukugxila Kwezimali:Ubambiswano kulesi sifunda kufanele lugxile kukhoubuchwepheshe bokushintshwa kwebhethriyemakethe enkulu yamasondo amabili nantathu, kanyeukuncintisana nezindleko, ukushaja kwe-AC esabalalisiweezikhungweni zasemadolobheni eziminyene.
• Okubalulekile Kwendawo:Impumelelo incike ekuqondeni izingqinamba zegridi yamandla wendawo kanye nokuthuthukisa aimodeli yobunikazi enezindleko eziphansiehambisana nemali engenayo etholakalayo yabathengi bendawo.

IMpumalanga Ephakathi: Imigomo Yokusimama kanye Nokushaja Okunethezeka

Izizwe zaseMpumalanga Ephakathi, ikakhulukaziI-UAE neSaudi Arabia, bahlanganisa i-e-mobility emibonweni yabo kazwelonke yokusimama (isb, iSaudi Vision 2030) kanye namaphrojekthi edolobha ahlakaniphile.

• Inqubomgomo kanye Nesidingo:Iziyalezo zikahulumeni ziqhuba ukutholwa kwe-EV, imvamisa iqondise amamodeli eprimiyamu namamodeli aphezulu. Kugxilwe ekusunguleni ainethiwekhi yokushaja esezingeni eliphezulu, ethembekile, nedidiyelwe ngobuhle(Umthombo: CATL/Korea Herald, 2025 ixoxa ngokubambisana eMpumalanga Ephakathi).
• Ukugxila Kwezimali:Amandla aphezuluAmahabhu wokushaja okusheshayo (UFC).kufanelekile ukuhamba amabanga amade futhiizixazululo ezihlanganisiwe zokushajangentuthuko yezindawo zokuhlala kanye nezohwebo ziletha indawo enhle kakhulu.
• Ithuba Lokubambisana:Ukusebenzisana kuvuliweamaphrojekthi engqalasizinda amakhulungamandla kazwelonke kanye nabathuthukisi bezindlu kuyisihluthulelo sokuthola izinkontileka ezinkulu, zesikhathi eside.

III. Amathrendi Esikhathi esizayo: I-Decarbonization kanye Nokuhlanganiswa Kwegridi

Isigaba esilandelayo sobuchwepheshe bokushaja sidlulela ngale kokumane ulethe amandla, sigxile ekusebenzeni kahle, ekuhlanganiseni, nasezinsizeni zegridi.

IV. I-Localized Partnership and Investment Strategy

Ekungeneni kwemakethe yangaphandle, isu lomkhiqizo osezingeni alinele. Indlela yethu ukugxila ekulethweni kwendawo:

1. Ukuqinisekiswa Kwezimakethe Ezithile:Sihlinzeka ngezixazululo zokushaja eziqinisekiswe kusengaphambili kumazinga esifunda (isb, i-OCPP, i-CE/UL, ukuthobela i-NEVI), ukwehlisa isikhathi sokuya emakethe kanye nengozi yokulawula.
2. Izixazululo Zezobuchwepheshe Ezihlanganisiwe:Ngokusebenzisa adesign Modularifilosofi, singakwazi ukuzivumelanisa kalula nokukhishwa kwamandla, izinhlobo zezixhumi, nezindawo zokukhokha (isb., amatheminali ekhadi lesikweletu laseYurophu/NA, ukukhokha ngekhodi ye-QR ye-SEA) ukuze kuhlangatshezwane nemikhuba yabasebenzisi bendawo namandla egridi.
3. Inani Elimaphakathi Nekhasimende:Ukugxila kwethu akukhona nje kwi-hardware, kodwa ku-isofthiwe namasevisilokho kuvula inzuzo—kusuka ekulawulweni komthwalo ohlakaniphile kuye ekulungelweni kwe-V2G. Kubatshalizimali, lokhu kusho iphrofayela enengcuphe ephansi kanye nenani eliphezulu lempahla yesikhathi eside.

Imakethe yokushaja ye-EV yomhlaba wonke ingena esigabeni sokusatshalaliswa okusheshayo, isuka ekuthathweni kusenesikhathi iye kokwakhiwa kwengqalasizinda enkulu. Nakuba izimakethe ezimisiwe zinikeza ukuphepha kokutshalwa kwezimali okuqhutshwa yinqubomgomo, izimakethe ezisafufusa eNingizimu-mpumalanga ye-Asia naseMpumalanga Ephakathi zihlinzeka ngesasasa lokukhula okuphawulekayo kanye nezindawo zobuchwepheshe eziyingqayizivele. Ngokugxila emininingwaneni esekelwe idatha, ubuholi bezobuchwepheshe ku-UFC ne-V2G, kanye nokwenza kwasendaweni kwangempela,I-CHINA BEIHAI POWER CO., LTD.babekwe ngendlela ehlukile ukusebenzelana namakhasimende omhlaba afuna ukuthatha ithuba elilandelayo kule makethe yezigidigidi ezingama-76 zamarandi.