I-Spain Ivela Njengesikhungo Esisheshayo-Esikhulayo I-EV Manufacturing Hub e-Europe

I-Spain ayiseyena umdlali we-peripheral endabeni yemoto kagesi yaseYurophu. Ngamaphrojekthi-ebhiliyoni-e-euro gigafactory athuthukayo e-Zaragoza, e-Valencia, nase-Martorell, nase-Stellantis, Volkswagen, kanye ne-CATL zonke ezibophezele emigqeni yokukhiqiza yase-Spanish, izwe lizibeka njengeenye yezindawo zokukhiqiza ze-EV ezibaluleke kakhulu zezwekazi.

 

Kubathengisi be-Tier-1 abahlinzeka ngemakethe yezimoto yase-Europe, ishifti ibalulekile. I-Spain isuka endaweni yokugcina-yomhlangano yezimoto ezivuthayo iya ku-EV ecosystem egcwele isitaki ehlanganisa amaseli, amamojula, amaphakethe, kanye nezinkundla zezimoto eziphelele. Umbuzo awusekho ukuthi iSpain izoba yisizinda esikhulu se-EV, kodwa ukuthi uchungechunge lokuhlinzeka oluyizungezile luzodinga ukukala ngokushesha kangakanani.

 

Lesi sihloko sibheka ukutshalwa kwezimali, ukusekelwa kwenqubomgomo, ukuzibophezela kwe-OEM, namasiginali we-supply chain alolonga kabusha indima ye-Spain embonini ye-EV yase-Europe, nokuthi kusho ukuthini kubahlinzeki bengxenye abakha izingxenye ezingena kuzo zonke izimoto zikagesi.

 

Ukufunda Okuhlobene: I-Indonesia EV Manufacturing Hub: I-Next Auto Cluster ye-ASEAN Isilapha

 

 

 

ISpain ihehe ngaphezu kwama-euro ayizigidi eziyizinkulungwane eziyi-12 ekutshalweni kwezimali okumenyezelwe kwe-EV kanye nebhethri kusukela ngo-2023, ixhaswe yinhlanganisela edidiyelwe ye-EU kanye noxhaso lukazwelonke.

 

Izibalo zezihloko eziyinhloko:

• I-CATL-Stellantis Zaragoza gigafactory:€4.1 bhiliyoni ebhizinisini elihlanganyelwe, 50 GWh umthamo wonyaka, 4,{3}} imisebenzi eqondile, ukwakhiwa kwaqala ngoNovemba 2025, ukukhiqizwa okuhloselwe ukuphela kuka-2026, irempu ephelele ngo-2028.
• I-PowerCo Sagunto (Valencia):Inkampani engaphansi kwebhethri yakwaVolkswagen Group, umthamo wokuqala ongu-20 GWh emigqeni emibili yokukhiqiza, amaseli okuqala ahlelelwe uSepthemba 2026, ukukhiqizwa kochungechunge olugcwele kusukela ngoJulayi 2027, kuze kufike emisebenzini eqondile engu-3,000 kanye nengu-30,000 engaqondile.
• I-SEAT-Cupra Martorell yokuhlanganisa ibhethri:Utshalomali oluyizigidi ezingama-300, oluvulwe ngoDisemba 2025, luhlinzeka ngezinhlelo zebhethri ze-ID ye-VW. Polo, Cupra Raval, kanye nomndeni obanzi we-VW Group compact EV.
• Umjikelezo woxhaso we-PERTE VEC IV:I-€1.25 billion eyabiwe maphakathi no-2025, ucingo lwesine lwe-EV yamasu yaseSpain nohlelo lwezimoto ezixhunyiwe, oluphethwe ngokugcwele yi-SEPIDES.

 

Ngokuhlangene, lawa maphrojekthi enza i-Spain kube ukuphela kwezwe lase-Europe ngaphandle kweJalimane elinezitshalo ezintathu eziqinisekisiwe zama-gigawatt-ezilinganisa amaseli, kanye nezwe elinokufakwa kwe-OEM entsha{1}}ukukhiqizwa kweleveli ye-EV okunikezelwe ekusungulweni kwemakethe yaseYurophu ngo-2026.

 

 

Amaqembu amathathu abenzi bezimoto ashayela inguquko ye-EV yaseSpain, ngalinye linendima ehlukile yesu.

 

• I-Stellantisiyihange. Isiza sayo se-Figueruelas eduze kwaseZaragoza sizosingatha ibhizinisi elihlanganyelwe le-CATL futhi siqhubeke nokukhiqiza amapuleti abalulekile afakwe ugesi. Le ndawo ihlobanisa ukukhiqizwa kwebhethri ngokuqondile nokuhlanganiswa kwezimoto, okuvumela i-Stellantis ukuthi yenze indawo yayo yochungechunge lwe-LFP yase-Europe futhi yehlise ukuthembela ekuthengisweni kwempahla yase-Asia.
• Iqembu leVolkswagen, ngemikhiqizo yayo ye-SEAT ne-Cupra, ibeka i-Spain njengekhaya lokukhiqiza lenkundla yayo yokungena{0}}yezinga le-EV. Amamodeli amane aqinisekisiwe, iCupra UrbanRebel/Raval, i-VW ID. I-Polo, i-ID.2X, ne-Skoda SUV, zonke zizokwakhiwa e-Martorell nase-Pamplona, ​​ngamasistimu ebhethri ahlinzekwa imboni entsha yokuhlanganisa i-Martorell namaseli avela ku-PowerCo Sagunto.
• Abangenele iRenault, Hyundai, namaShayina round out the picture. Renault continues to operate in Valladolid and Palencia, while several Chinese OEMs have opened sales operations and are evaluating local production partnerships. BYD, in particular, has publicly confirmed that Spain is on its shortlist for a European manufacturing footprint.

 

Lokhu kuhlangana komsebenzi we-OEM akuvamile ezweni elilodwa laseYurophu futhi kunikeza iSpain inzuzo yesakhiwo: ukuminyana kochungechunge lokunikezela okuvamise ukuthatha ishumi leminyaka ukwakhiwa kuyahlanganiswa eminyakeni emithathu kuya kwemihlanu.

 

 

Inqubomgomo kahulumeni waseSpain ibe nomthelela obalulekile. Uhlelo lwe-PERTE VEC, i-Strategic Project for Recovery Economic and Transformation of the Electric and Connected Vehicle, manje seludlulele ocingweni lwayo lwesine, kanti ama-Euro ayizigidi eziyizinkulungwane ezingu-1.25 asetshenziswe ngo-2025 kuphela. Kuwo wonke umjikelezo wayo wokuphila ogcwele, i-PERTE VEC kulindeleke ukuthi ihlanganise ngaphezu kwezigidigidi ezingama-Euro ezingama-24 ekutshalweni kwezimali okuhlanganisiwe komphakathi nokwangasese.

 

Okwenza indlela yaseSpain ihluke ukugxila kwayo ochungechungeni lwenani eligcwele. Uxhaso lwe-PERTE VEC aluhlanganisi kuphela ukukhiqizwa kwamaseli namaphakethe, kodwa futhi:

• Abahlinzeki bezingxenye namasistimu (okuhlanganisa i-Tier-1s kanye ne-Tier-2s)
• Ingqalasizinda eshajayo kanye nokuhlanganiswa kwegridi
• Ukugaywa kabusha kwebhethri kanye-nezinhlelo zokusebenza zempilo yesibili
• Imoto exhunyiwe nokushayela okuzimele kwe-R&D

 

Kubahlinzeki bezingxenye zezimoto zomhlaba wonke, umlayezo ucacile: ISpain ayigcini nje ngokuxhasa ama-gigafactories. Ibhala phansi isisekelo sezimboni esibanzi esidingwa yilawo ma-gigafactories. Izinkampani ezenza okwasendaweni kusenesikhathi, ngamabhizinisi ahlanganyelwe, ubambiswano lobuchwepheshe, noma ukukhiqiza okuqondile, zimi endaweni yokuthwebula kokubili izinkontileka ze-OEM eziqondile kanye nomthelela wokuphindaphinda okuvela ku-Spanish Tier-1s enwebekayo ukuze isebenze kuzo.

 

 

Ukwakhiwa{0}kungaphandle kudala isidingo sezinhlobonhlobo zezingxenye zezimoto kanye nezinsizakalo zobunjiniyela. Izigaba ezisebenza kakhulu zihlanganisa:

• Izindlu zebhethri nezakhi zesakhiwo, kuhlanganise nesigxivizo,ezishiselwe, futhiinsimbi camerakanye nezivalo ze-aluminium zamaseli, amamojula, namaphekhi.
• Ukupholisa kanye nezinhlelo zokuphatha ezishisayo, amapuleti okupholisa uketshezi, amapayipi, ama-manifolds, namamojula ahlanganisiwe ashisayo-anamandla aphezulu e-LFP namaphekhi e-NMC.
• Ukunemba kwamashubhu nokubamba uketshezi, imigqa yamabhuleki, izingxenye zesistimu kaphethiloli,amashubhu we-hydraulic, kanye namasekhethi okupholisa ama-EV-athize, wonke adinga{1}}izinga eliphezulu lensimbi eshiselwe, i-stainless, kanyeamashubhu e-aluminium.
• I-chassis nezingxenye zesakhiwo, amalungu ahlukene, amaphaneli okuqinisa, namaphrofayela{0}}akhiwe aguqulelwe kuzingxenyekazi ze-EV skateboard.
• Izinsizakalo zokushisela, ukubumba, kanye nezokwelashwa kwendawo, okuhlanganisa i-laser welding, i-MIG/MAG, i-resistance welding, nama-anti{0}}ama-corrosion coatings ahlangabezana nokucaciswa kwe-European OEM.

 

Kulapho amandla endabuko aseSpain njengomnotho wokukhiqiza we-tier-1 eba impahla yamasu. Izwe selivele linobungcweti obujulile bokwenza insimbi, ukushisela, ukugxiviza, nokwelashwa kwendawo, amakhono akhomba ngokuqondile izidingo zebhethri le-EV nokukhiqizwa kwe-chassis.

 

 

Imithelela emithathu esebenzayo kubahlinzeki bengxenye abahlola iSpain njengengxenye yezinyathelo zabo zase-Europe:

1. Ukwenza kwasendaweni akusakhethwa.Ama-OEM RFQs ngo-2026 aya ngokuya adinga okuqukethwe kwasendaweni kanye namaketanga okunikezwayo okufushane. Abahlinzeki abangenabo ubukhona bokukhiqiza baseSpain noma base-Iberia bazohlungwa ekutholeni indawo entsha.
2. Iwindi lokumisa kusenesikhathi liyavalwa.Igagasi lokuqala lokungena komhlinzeki we-gigafactory liyenzeka manje. Ngo-2027, indawo evalekile yebhethri enkulu, isistimu yokupholisa, kanyeisakhi sesakhiwoizinkontileka zizonikezwa kakhulu. Abahlinzeki abangena engxoxweni ngo-2028 bazobe besebenza besuka kuqoqo elincane lebhizinisi elitholakalayo.
3. Amazinga ekhwalithi ahlangana nama-OEM aseNyakatho Yurophu.Ukukhiqizwa kweSpanishi akuseyona enye-ehlukile ehlukile. I-SEAT-Izinkundla ze-Cupra, i-Stellantis, ne-VW Group e-Spain zakhelwe kumazinga afanayo e-IATF 16949, PPAP, kanye ne-APQP njengamasayithi e-Germany ne-French. Abahlinzeki asebevele beqinisekisiwe kulawa mazinga bangahlanganisa ngokuqondile.

 

Ukuze abahlinzeki nge kungase kutholakaleamakhonoekwakheni insimbi, i-welding, ishubhu, kanye{0}}nezingxenye zesakhiwo ezihlobene nebhethri, i-Spain imele enye yezindlela zokukhiqiza ze-EV ezigxile kakhulu{1}eziqhubekayo njengamanje e-Europe.

 

 

Izinyanga eziyi-18 kuye kwezingama-24 ezilandelayo ziwujuqu. Ekupheleni kuka-2026, i-PowerCo Sagunto kulindeleke ukuthi ikhiqize amaseli ayo okuqala, i-CATL–Stellantis Zaragoza ihloselwe ukuqala ukukhiqizwa kwebhethri le-LFP, futhi ukufakwa kweleveli yokuqala ye-VW Group{4}}kuma-EVs kuzophuma kulayini we-Martorell. Maphakathi no-2027, ukukhiqizwa kochungechunge olugcwele lwe-PowerCo kuyaqala, futhi uhlelo olubanzi lwabahlinzeki bezinto eziphilayo eduze kwalezi zitshalo zizobe sezisunguliwe.

 

Izingozi zingokoqobo. Izindleko zamandla, umthamo wegridi, ukuguquguquka kwentengo yezinto ezibonakalayo, kanye nokungezwani kwezohwebo kwe-EU–China konke kudala ukungaqiniseki. Kodwa isignali eqondisayo ayiguquki: ISpain yakha enye yezindawo zokukhiqiza ze-EV ezididiyelwe kakhulu eYurophu, futhi uchungechunge lokuhlinzeka oluzungezile luyahlanganiswa njengamanje.

 

Kubathengi be-OEM, amaqembu okuthola usizo, nabakhiqizi bezingxenye abalandelela inguquko ye-EV yase-Europe, iSpain ayiseyona imakethe okufanele ibukwe. Kuyimakethe okufanele ube kuyo.