Gukoresha ingufu mu gihe kizaza cy'amashanyarazi: Amahirwe n'Icyerekezo by'Isoko ry'Imashini zikoresha amashanyarazi ku Isi

Isi yoseIsoko ryo kwishyuza imodoka zikoresha amashanyarazi (EV)Irimo guhinduka cyane, itanga amahirwe yo gukura cyane ku bashoramari n'abatanga serivisi z'ikoranabuhanga. Bitewe na politiki za leta zikomeye, ishoramari ryigenga riri kwiyongera, ndetse n'abaguzi bashaka ko ibicuruzwa byabo bigendwa neza, isoko riteganijwe kwiyongera ugereranyije n'igihe giteganijwe.Miliyari 28.46 z'amadolari mu 2025 zisaga miliyari 76 z'amadolari mu 2030, ku kigero cya CAGR kingana na 15.1%(Isoko: MarketsandMarkets/Barchart, amakuru yo mu 2025).

Ku bigo by’ubucuruzi byo ku isi bishaka amasoko ashobora kuba menshi, gusobanukirwa politiki z’akarere, ibipimo by’iterambere, n’iterambere ry’ikoranabuhanga ni ingenzi cyane.

Incamake y'Isoko Mpuzamahanga / Ifungurwa

I. Ibihangange byashinze imizi: Politiki n'iterambere mu Burayi no muri Amerika ya Ruguru

Amasoko y’amashanyarazi ya EV agezweho mu Burayi no muri Amerika ya Ruguru ni inkingi ikomeye y’iterambere ry’isi, arangwa n’inkunga ikomeye ya leta n’iterambere ryihuse rigana ku mikoranire myiza no gukoresha ingufu nyinshi.

Uburayi: Intego y'ubucucike n'imikoranire

Uburayi bwibanze ku gushyiraho uburyo burambuye kandiibikorwa remezo byo kwishyuza amafaranga byoroshye, akenshi bifitanye isano n'intego zikomeye zo gusohora imyuka ihumanya ikirere.

  • Politiki yibandwaho (AFIR):Umuryango w'Ubumwe bw'u BurayiAmabwiriza agenga ibikorwa remezo bya lisansi nsimburagifungo (AFIR)itegeka ubushobozi bwo kwishyuza amafaranga rusange ku muyoboro mukuru w’ubwikorezi bw’i Burayi (TEN-T). By’umwihariko, isabasitasiyo zishyushya vuba za dcnibura150 kWkuboneka buriIbilometero 60ku muyoboro w’ibanze wa TEN-T bitarenze umwaka wa 2025. Uku kwemeza amategeko bitanga umurongo ngenderwaho w’ishoramari ugororotse kandi ushingiye ku busabe.
  • Amakuru y'Iterambere:Umubare wose w'abahaweaho gusharija imodoka za elevatormu Burayi biteganijwe ko ubukungu buziyongera ku kigero cya CAGR cya28%, kuva kurimiliyoni 7.8 muri 2023 zigeze kuri miliyoni 26.3 mu mpera za 2028(Inkomoko: ResearchAndMarkets, 2024).
  • Incamake ku gaciro k'umukiriya:Abakora mu Burayi barashakaibikoresho na porogaramu byizewe kandi bishobora kwagukaishyigikira amahame shingiro n'uburyo bwo kwishyurana butagoramye, ikubahiriza amabwiriza ya AFIR kandi ikongera igihe cyo gukora kugira ngo abakiriya babone uburambe bw'ikirenga.

Uburayi: Politiki n'ibikorwa remezo (AFIR Focus)

Amerika ya Ruguru: Inkunga ya Leta n'Imiyoboro Isanzwe

Amerika na Kanada birimo gukoresha inkunga nini ya leta kugira ngo hubakwe inkingi ikomeye y’igihugu yo kwishyura amafaranga.

  • Politiki yibandwaho (NEVI na IRA):AmerikaGahunda y'Igihugu y'Ibikorwaremezo by'Ibinyabiziga Bikoresha Amashanyarazi (NEVI) Formula Programitanga inkunga ihagije ku bihugu kugira ngo byongereGukoresha DC byihuse(DCFC) ku mihanda yagenewe lisansi. Ibisabwa by'ingenzi akenshi birimoIngufu nkeya za kW 150n'ibihuza bisanzwe (bikomeje kwibanda ku buryo bwo gushyushya bwa Amerika y'Amajyaruguru - NACS).Itegeko ryo kugabanya izamuka ry'ibiciro (IRA)itanga inguzanyo nini z'imisoro, igabanya ibyago byo gushora imari mu bikorwa byo kwishyuza.
  • Amakuru y'Iterambere:Umubare wose w’ahantu ho gushyushya muri Amerika ya Ruguru uteganijwe kwiyongera ku gipimo cyo hejuru cya CAGR cya35%, kwiyongera kuva kuriMiliyoni 3.4 muri 2023 kugeza kuri miliyoni 15.3 muri 2028(Inkomoko: ResearchAndMarkets, 2024).
  • Incamake ku gaciro k'umukiriya:Amahirwe yihuse ari mu gutangaIbikoresho bya DCFC n'ibisubizo bya turnkey byujuje ibisabwa na NEVIbishobora gushyirwa mu bikorwa byihuse kugira ngo bifate umwanya wo gutera inkunga leta, hamwe n'inkunga ikomeye ya tekiniki yo mu gace runaka.

Amerika ya Ruguru: Inkunga ya Leta Zunze Ubumwe za Amerika na NACS (NEVI/IRA Focus)

II. Iby'ingenzi bishya: Amahirwe yo mu majyepfo y'uburasirazuba bwa Aziya n'Uburasirazuba bwo Hagati

Ku bigo bireba kure y’amasoko yuzuye, uturere dufite amahirwe menshi yo kuzamuka dutanga igipimo cy’izamuka kidasanzwe gishingiye ku bintu byihariye.

Aziya y'Amajyepfo y'Uburasirazuba: Gukoresha amashanyarazi mu ndege z'amapine abiri n'iz'umujyi

Aka karere, gashingiye cyane ku modoka zitwara abagenzi ebyiri, karimo karahinduka kajya ku modoka zitwara abagenzi za EV, akenshi zigaterwa inkunga n’ubufatanye bwa leta n’abikorera ku giti cyabo.

  • Imiterere y'Isoko:Ibihugu nkaTayilande na Indoneziyabarimo gushyiraho ingamba zikomeye zo gushishikariza amashanyarazi ya elegitoroniki n'inganda. Nubwo muri rusange ikoreshwa rya amashanyarazi ya elegitoroniki ririmo kugera ku rwego rwo hejuru, kwiyongera kw'imijyi muri ako karere n'ubwiyongere bw'imodoka biri kongera umubare w'abaguzi (Isoko: TimesTech, 2025).
  • Ishoramari ryibanzweho:Ubufatanye muri aka karere bugomba kwibanda kuikoranabuhanga ryo guhinduranya bateriku isoko rinini ry'imodoka zitwara ibinyabiziga bibiri na bitatu, kandiihendutse kandi ikwirakwizwa mu buryo bwa ACku mijyi ituwe cyane.
  • Itegeko ryo Gushyira Ahantu Hihariye:Intsinzi ishingiye ku gusobanukirwa inzitizi z'umuyoboro w'amashanyarazi wo mu gace no guteza imbereicyitegererezo cy'umutungo gihendutsebihuye n'amafaranga yinjira mu isoko ry'abaguzi bo mu gace runaka.

Aziya y'Amajyepfo y'Uburasirazuba: Gukoresha amapine abiri / Gushyushya mu mijyi

Uburasirazuba bwo Hagati: Intego zo Kuramba no Gukoresha Ibiciro By'Indashyikirwa

Ibihugu byo mu Burasirazuba bwo Hagati, cyane cyaneUAE na Arabiya Sawudite, barimo gushyira e-mobility mu cyerekezo cyabo cy’igihugu cyo kubungabunga ibidukikije (urugero, Icyerekezo cya Saudi Arabia 2030) n’imishinga y’imijyi igezweho.

  • Politiki n'Ubusabe:Amategeko ya leta arimo gutuma habaho ikoreshwa ry’imodoka za elektroniki, akenshi zigamije gukoresha uburyo bworoshye n’ubugezweho.umuyoboro wo gusharija ufite ubuziranenge bwo hejuru, wizewe kandi uhujwe neza(Isoko: CATL/Korea Herald, 2025 ivuga ku bufatanye mu Burasirazuba bwo Hagati).
  • Ishoramari ryibanzweho:Ingufu nyinshiUtuzu twa UFC (hubs) two gusharija vuba cyanebibereye ingendo ndende kandiibisubizo byo gusharija bihujweku miturire myiza n'ubucuruzi bitanga inyungu nyinshi.
  • Amahirwe yo gukorana:Ubufatanye kuriimishinga minini y'ibikorwa remezoGuhuza abateza imbere ingufu n'ubutaka mu gihugu ni ingenzi mu kubona amasezerano manini kandi y'igihe kirekire.

Uburasirazuba bwo Hagati: Guhuza Umujyi w'akataraboneka n'Ubwenge

III. Ingendo z'ejo hazaza: Gukuraho karuboni no guhuza imiyoboro y'amashanyarazi

Icyiciro gikurikira cy'ikoranabuhanga ryo gusharija kirenze gutanga ingufu gusa, cyibanda ku gukora neza, guhuza, na serivisi z'amashanyarazi.

Icyerekezo cy'ejo hazaza Kwibira mu buryo bw'ikoranabuhanga Igitekerezo cy'agaciro k'umukiriya
Kwagura umuyoboro wa internet wihuta cyane (UFC) DCFC iri kwimuka iva kuri150 kW to 350 kW+, bigabanya igihe cyo gusharija kugeza ku minota 10-15. Ibi bisaba ikoranabuhanga rigezweho ry’insinga zikonjeshwa n’amazi hamwe n’amashanyarazi akoresha amashanyarazi menshi. Kongera Imikoreshereze y'Umutungo:Ingufu nyinshi zituma habaho kwihuta mu mikorere, zikongera umubare w'igihe cyo gushyushya ku munsi no kunozaInyungu ku ishoramari (ROI)ku bakozi bashinzwe gutanga serivisi zo kwishyura (CPOs).
Guhuza Ikinyabiziga n'Urusobe rw'Amafaranga (V2G) Ibikoresho byo gusharija mu cyerekezo kimwe na sisitemu igezweho yo gucunga ingufu (EMS) bifasha amashanyarazi kohereza ingufu zabitswe ku muyoboro w'amashanyarazi mu gihe cyo gukenera cyane. (Inkomoko: Precedence Research, 2025) Inzira Nshya z'Ishoramari:Ba nyir'amazu (amato/amazu yo guturamo) bashobora kubona inyungu bagurisha amashanyarazi kuri grid.Abashinzwe gucunga umutekano (CPOs)bashobora kwitabira serivisi zijyanye n'umuyoboro w'amashanyarazi, bagahindura chargers kuva ku bakoresha ingufu zigahindukaumutungo w'urusobe rw'amakuru.
Gushyushya Imirasire y'Izuba Guhuza chargers za EV n'aho zikoreraPV y'izubanaSisitemu zo kubika ingufu za batiri (BESS)Iyi sisitemu irinda ingaruka za DCFC ku miyoboro y'amashanyarazi, ikoresheje ingufu zisukuye kandi zikora ubwayo. (Inkomoko: Foxconn's Fox EnerStor launch, 2025) Ubushobozi bwo kwihanganira ingufu no kuzigama amafaranga:Bigabanya kwishingikiriza ku mashanyarazi ahenze cyane mu masaha y'akazi kenshi. Bitangaimbaraga zo kubika amakurukandi bifasha mu kugabanya ikiguzi gihenze cyo gusaba serivisi z'amashanyarazi, bigatuma habaho byinshiamafaranga make akoreshwa mu bikorwa (OPEX).

Icyerekezo cy'ejo hazaza: Gukoresha ingufu z'amashanyarazi mu kubika imirasire y'izuba

IV. Ingamba z'ubufatanye n'ishoramari mu buryo bw'ibanze

Ku isoko ry’amahanga, ingamba zisanzwe zo gukoresha ibicuruzwa ntabwo zihagije. Uburyo bwacu ni ukwibanda ku gutanga ibicuruzwa mu buryo bw’ibanze:

  1. Icyemezo cy’isoko:Dutanga ibisubizo byo kwishyuza byemewe mbere y’igihe hakurikijwe ibipimo ngenderwaho by’akarere (urugero, OCPP, CE / UL, NEVI ikurikizwa), kugabanya ingaruka zo ku isoko n’izijyanye n’amategeko.
  2. Ibisubizo bya tekiniki bikozwe mu buryo bwihariye:Ukoreshejeigishushanyo mbonera cya modularfilozofiya, dushobora guhindura byoroshye uburyo bwo gutanga ingufu, ubwoko bw'amakuru ahuza itumanaho, n'uburyo bwo kwishyura (urugero, aho amakarita y'inguzanyo akorera i Burayi/NA, kwishyura QR-code kuri SEA) kugira ngo bihuze n'imikorere y'abakoresha bo mu gace batuyemo n'ubushobozi bwa grid.
  3. Agaciro k'Umukiriya hagati y'abakiriya:Ntabwo twibanda ku bikoresho by'ikoranabuhanga gusa, ahubwo ni kuporogaramu na serivisibifungura inyungu—kuva ku gucunga imizigo mu buryo bwihuse kugeza ku kwitegura V2G. Ku bashoramari, ibi bivuze ko imiterere y’ibyago bike n’agaciro k’umutungo mu gihe kirekire kari hejuru.

Icyerekezo cy'ejo hazaza: Gusharija vuba cyane (UFC) na V2G

Isoko ry’isi yose ryo gushyuza amashanyarazi ririmo kwinjira mu cyiciro cyihuse cyo gushyiraho ibikoresho, kuva ku ikoreshwa ry’ibanze kugeza ku kubaka ibikorwa remezo binini. Nubwo amasoko asanzwe atanga umutekano w’ishoramari rishingiye kuri politiki, amasoko mashya yo mu majyepfo y’uburasirazuba bwa Aziya no mu Burasirazuba bwo Hagati atanga ibyishimo by’iterambere rikabije n’ikoranabuhanga ridasanzwe. Binyuze mu kwibanda ku bitekerezo bishingiye ku makuru, ubuyobozi bw’ikoranabuhanga muri UFC na V2G, no gushyira mu bikorwa aho ibintu biherereye nyabyo,UBUSHINWA BEIHAI POWER CO., LTD.bafite umwanya udasanzwe wo gukorana n'abakiriya bo ku isi bashaka kubona andi mahirwe muri iri soko rya miliyari 76 z'amadolari.


Igihe cyo kohereza: Ukwakira-28-2025