Ukunwetshwa kwamandla kanye nokuguquka kwe-EV: -Amashubhu ensimbi Amandla Aphakeme Adinga Ukuqhuqha Emakethe Yezimoto yase-Vietnam

Ngo-2025, imboni yokukhiqiza izimoto yaseVietnam izobe ikhula ngesivinini esiphezulu. Umfutho ohlangene wabakhiqizi bezimoto bakwamanye amazwe abahlanganisa ukutshalwa kwezimali kanye nabakhiqizi basekhaya abakhulisa ukukhiqizwa, kuhambisanaukushintshela okusheshisiwe kuya ezimotweni zikagesi (EVs), ikhulise kakhulu isidingo samashubhu ensimbi angasindi,{0}}anamandla aphezulu. Njengebhizinisi laseShayina elihamba phambili elineminyaka engaphezu kwengu-20 yesipiliyoni sokukhiqiza amashubhu ezimoto nezingxenye, i-CBIES ivela njengozakwethu okhethwayo wabaphathi abaphezulu kanye nabenzi bezinqumo eziyinhloko-abenzi bezinqumo eziyinhloko{3}}ezinkampanini ezikhiqiza izimoto zase-Vietnamese, isebenzisa ubuchwepheshe bayo obujulile, isipiliyoni sesevisi yomhlaba wonke, kanye nemininingwane yobuchwepheshe bokuhlinzeka ukuze kusekelwe{4}}ukuthuthukiswa kwekhwalithi ephezulu yemboni yezimoto yasendaweni.

 

 

 

Eminyakeni yamuva nje, iVietnam isiphenduke indawo ehamba phambili embonini yezimoto emhlabeni wonke, ngenxa yendawo yayo enamasu, izinqubomgomo zokutshala izimali ezikhethwayo, kanye nemakethe yabathengi ethembisayo. Phakathi kwabakhiqizi bezimoto bakwamanye amazwe, izikhondlakhondla zamazwe ngamazwe ezifana neToyota, Hyundai, neMitsubishi zikhulise kakhulu utshalomali lwazo eVietnam, zimemezela imigqa emisha yokukhiqiza egxile kuma-compact EV namamodeli ayingxube. Kulinganiselwa ukuthi umthamo omusha ohlanganisiwe uzodlula amayunithi angu-500,000 ngonyaka phakathi kuka-2025 no-2027. Lawa maphrojekthi{6}}axhaswe ngemali yakwamanye amazwe abeka izidingo eziqinile ekuzinzeni kochungechunge lokuhlinzekwa kwempahla, ukuhambisana, kanye namazinga obuchwepheshe, okudala isidingo esiphuthumayo sabahlinzeki bengxenye eyinhloko abanezitifiketi zamazwe ngamazwe namandla okulethwa komhlaba.

Ngaleso sikhathi, abakhiqizi bezimoto bendawo baseVietnam bahlangabezana nesikhathi sokukhula okusheshayo. Amabhizinisi ahamba phambili njenge-VinFast ashintshe ngempumelelo esuka ezimotweni zenjini evuthayo angena kuma-EV ngokusebenzisa ukubambisana kwezobuchwepheshe kanye ne-R&D ezimele. Ngo-2024, ukuthengiswa kwama-EV kusuka kumabhrendi endawo kwenyuke ngo-180% ngonyaka-ngonyaka{5}, ngezinhlelo zokukhuphula umthamo ube amayunithi angu-300,000 ngonyaka ngo-2026. Nakuba kugxilwe maphakathi{9}}kuya{10}}okuphansi{11}}okuphansi{11}}ngonyaka{11}}onyakeni{5}, ngezinhlelo zokukhuphula umthamo ufike kumayunithi angu-300,000 ngonyaka ngo-2026. Nakuba kugxilwe maphakathi{9}}kuya{10}}okuphansi{11}}okwehla{11}}kunyaka{11}}onyakeni{11}wonyaka, ngezinhlelo zokukhuphula umthamo ube amayunithi angu-300,000 ngonyaka ngo-2026. Nakuba kugxilwe maphakathi{9}}kuya{10}}ophansi{11}}okwehla{11}}kunyaka{11}}kumakethe, izidingo eziphuthumayo zabakhiqizi basekhaya ikakhulukazi banezidingo eziphuthumayo zokulethwa kwezidingo, abakhiqizi basekhaya kanye nokulawulwa kwezidingo eziphuthumayo amaketanga, ukuvula amathuba abanzi ezinkampanini zamashubhu ezinamakhono avumelana nezimo.

Ukunwetshwa kwamandla kushayela ngokuqondile isidingo sezingxenye eziyinhloko zomfula. Njengento ebalulekile yezakhiwo zokuphepha kwezimoto (njengeimishayo yeminyango enomthelela ohlangothinikanye nezisekelo ze-chassis), amashubhu ensimbi abe yingxenye ebaluleke kakhulu yokukhuphuka komthamo wabenzi bezimoto baseVietnam-. Izilinganiso zemboni zibonisa ukuthi zonke izimoto ezingu-10,000 ezikhiqizwayo zidinga cishe amathani angu-80-100 amashubhu ensimbi aqine kakhulu. Ngokusekelwe ezimotweni ezintsha ezihlongozwayo zaseVietnam eziyizigidi eziyi-1 ezisezikhundleni ezengeziwe kule minyaka emithathu ezayo, igebe ekudingeni amashubhu ensimbi lilodwa lizodlula amathani angama-80,000, okubonisa amandla amakhulu okukhula kwemakethe.

 

 

Phakathi kwenkambiso yomhlaba wonke "yokungathathi hlangothi kwekhabhoni" kanye nezinqubomgomo zokwesekwa zikahulumeni waseVietnam zama-EVs, ukushintshela ezimotweni zamandla amasha sekuphenduke inkambiso engenakugwenywa embonini yezimoto yasendaweni. Ukuze kubhekwane nokukhathazeka okubangelwa ubuchwepheshe bebhethri obungathuthukisiwe ngokuqhathaniswa, idizayini engasindi isiphenduke isisekelo sokugxila kwe-R&D kubakhi bezimoto baseVietnam (kokubili abangaphandle nabasekhaya). -Amashubhu ensimbi anamandla aphezulu, anenzuzo yawo eyinhloko "yokunciphisa isisindo ngenkathi kuthuthukiswa ukusebenza kahle," avele njengendlela ebalulekile yokufinyelela lo mgomo.

 

Uma kuqhathaniswa namashubhu ensimbi{0}ekhabhoni avamile aphansi avamile asetshenziswa ezimotweni ezivamile zenjini evuthayo yangaphakathi, ama-EV adinga ukusebenza okuphezulu kusuka kumashubhu ensimbi ukuze kulinganiswe isisindo sebhethri namandla omzimba. -Amashubhu ensimbi aqine kakhulu anamandla esivuno Amakhulu noma alingana no-600MPa (njengamashubhu{4}}ensimbi adonswe kahle abandayo) asephenduke inketho evamile, kanti amanye amamodeli aphezulu{5}}adinga ngisho namashubhu ensimbi ashisayo{6}akhiwe ngamandla esivuno Amakhulu noma alingana no-1500MP. Idatha ibonisa ukuthi ukusetshenziswa-kwamashubhu ensimbi aqinile kunganciphisa isisindo somzimba ngo-15%-20%, kukhuphule ngokuqondile ububanzi be-EV ngo-8% -12%, okulenze libe yisixazululo esingabizi kakhulu esisindo esitholakalayo njengamanje.

 

Ngaphezu kwalokho, uhulumeni wase-Vietnamese wethule inqubomgomo enikeza izinxephezelo zentela zama-EV ngenani lengxenye yendawo elingaphezu kuka-50%, okuqhubekisela phambili ukusheshisa ukwenziwa kwasendaweni kochungechunge lokuhlinzeka. Kodwa-ke, amabhizinisi endawo ase-Vietnamese tube ngokuvamile abhekana nezinselele ezifana nezithiyo eziphansi zobuchwepheshe kanyeumthamo wokukhiqiza olinganiselwe, okwenza kube nzima kubo ukuthi bahlangabezane nokunemba (isb, ukubekezelela ukushuba kodonga okungu-±0.1mm) kanye nezimfuneko zokungaguquguquki kwama-EV-amashubhu ensimbi aqinile. Lokhu kunikezwa{5}kungafani kwesidingo kudale amathuba kubahlinzeki bamazwe ngamazwe ngezinzuzo ezibalulekile zobuchwepheshe.

 

 

Sibhekene{0}namathuba aqhutshwayo emakethe yezimoto yase-Vietnam,CBIES, esineminyaka engaphezu kwengu-20 ye-R&D nesipiliyoni sokukhiqiza kumashubhu ezimoto, sixhumana ngokujulile nabaphathi abakhulu kanye nabenzi bezinqumo eziwumgogodla-ezinkampanini ezikhiqiza izimoto zase-Vietnamese ngamandla obuchwepheshe, amakhono esevisi yomhlaba wonke, nokuphuma kokuqukethwe okuphrofeshinali, ukwakha.ubambiswano{0}oluthembekile lwesikhathi eside.

 

Mayelana nemikhiqizo nobuchwepheshe, i-CBIES, isebenzisa ulwazi lwayo lokusebenzela abakhiqizi bezimoto emazweni angaphezu kuka-50 emhlabeni wonke futhi iletha amaphrojekthi angaphezu kuka-3,000, inikeza ukuphela{3}}kokuqeda{4}}izixazululo ezivela ekukhetheni izinto (isb., i-CRMO steel,{7}}amandla aphezulu we-aluminium alloy composite tubes) ekucubunguleni okwenziwe ngendlela oyifisayo (okuhlanganisiwe.umdwebo obandayonokwelashwa kokushisa). Imikhiqizo yayo ithobelana ngokugcwele nezinga lokuqinisekiswa kwamazwe ngamazwe kwe-IATF16949, ihlangabezana kokubili nezimfuneko zobuchwepheshe eziqinile zabakhiqizi bezimoto bakwamanye amazwe futhi ihlinzeka ngezindleko{2}}izisombululo ezenziwe ngokwezifiso ezisebenzayo zabakhiqizi basekhaya, okubasiza bafinyelele imigomo emibili "yokuthenga kwendawo + nokwenza ngcono izindleko."

 

Ekusekelweni kwe-supply chain, i-CBIES incike ohlelweni lwayo lokusebenza olunciphile lwe-"5C Excellence Engine", olugxile kumakhasimende futhi oluqhutshwa ukuxhumana okuphumelelayo,{1}}ukulawulwa kwekhwalithi okugcwele kwenqubo, ukuthuthukiswa okuqhubekayo, nokusebenza kahle kwezindleko. Isungule indlela yokusabela esheshayo engu-24/7 kanye-nohlelo olugcwele lokulandela ikhwalithi yesixhumanisi, oluhlangabezana ngokugcwele nezidingo zokuzinza kochungechunge lokuhlinzeka ngabakhi bezimoto base-Vietnamese ngesikhathi sokunwetshwa kwamandla.

Ukuqhubeka nokujulisa ukubaluleka kokubambisana, i-CBIES izoqhubeka nokuletha imininingwane yobungcweti emakethe yaseVietnam: ukuhlelwa kwamandla nokulawulwa kwezindleko ezithinta abaphathi be-automaker, amasu okukhetha amashubhu ensimbi kanye nezibikezelo zokuguquguquka kwezindleko zamamodeli ezimoto ahlukene, kanye nezifundo zamacala angokoqobo agxile ekuthobeleni nasekuzinzeni kwe-supply chain.

 

Ukushintsha kwe-EV kanyeukwanda kwamandla embonini yokukhiqiza izimoto yaseVietnammaka-ithrendi yesikhathi eside yokuthuthukiswa kwemboni yezimoto yaseNingizimu-mpumalanga ye-Asia. Ngokuthatha leli thuba lemakethe, i-CBIES izoqhubeka nokusebenzisa izinzuzo zayo kwezobuchwepheshe, isipiliyoni, kanye ne-supply chain, inika amandla abakhiqizi bezimoto baseVietnam ngemikhiqizo namasevisi ochwepheshe. Ngaleso sikhathi, ngokukhishwa kwenani okufana nokuchazwa kwemboni kanye nemininingwane ye-supply chain, i-CBIES izokhula eduze nemboni yezimoto yase-Vietnam, ibe nguzakwethu oyinhloko{3}}ekuthuthukisweni kwekhwalithi ephezulu yomkhakha wokukhiqiza izimoto wasendaweni.

 

Ukuze uthole ulwazi olwengeziwe mayelana nezixazululo ezenziwe ngokwezifiso ze-CBIES kanye nemininingwane yemboni yemakethe yase-Vietnamese, sicela uvakashele iwebhusayithi esemthethweni noma usithinte nge-imeyili.