Yiwei Motors e bokelletse le ho sekaseka lintlha tsa thekiso bakeng sa 'maraka o mocha oa likoloi tsa likhoerekhoere ka 2024. Ha ho bapisoa le nako e ts'oanang ka 2023, thekiso ea likoloi tse ncha tsa likhoerekhoere e eketsehile ka li-unit tsa 3,343, tse emelang sekhahla sa kholo ea 52.7%. Har'a tsena, thekiso ea likoloi tse hloekileng tsa likhoerekhoere tsa motlakase e nyolohile ka li-unit tsa 2,792, keketseho ea 45.4%, ha thekiso ea likoloi tsa bohloeki ba lisele tsa mafura e eketsehile ka li-unit tsa 412, e leng keketseho e tsotehang ea 286.1%. Mefuta e hloekileng ea motlakase e ne e le 92.34% ea thekiso ea selemo le selemo.
Ho pholletsa le 2024, thekiso ea likoloi tse ncha tsa likhoerekhoere tsa motlakase li bonts'itse ts'ebetso e matla halofo ea bobeli ea selemo, 'me kotara ea bone e eme e le nako e ntle ka ho fetisisa, e rekisitse likarolo tse 3,589 le ho kenya letsoho 37% ea thekiso ea selemo le selemo. Tšitoe e ne e le khoeli ea tlhoro, 'me ho rekisitsoe li-unit tse 1,928, tse etsang 19.91% ea kakaretso.
E sebelisa Deepseek (mohlala o etelletseng pele oa AI oa lapeng o thoholelitsoeng e le "boikhohomoso ba AI" ba China mme o etsa maqhubu sechabeng sa AI ea lefats'e), Yiwei Motors e ile ea sekaseka mekhoa ea 'maraka ea 2025 bakeng sa likoloi tse ncha tsa likhoerekhoere tsa matla naheng ea China ho ipapisitse le data ea thekiso ea 2024. Patlisiso e senola lintlha tse latelang tsa bohlokoa:
1. Keketseho ea 'Maraka e Eketsehileng
Tlas'a moralo oa leano la "Dual Carbon", katoloso ea litoropo tsa liteko bakeng sa ho kenngoeng motlakase ha likoloi tsa mekhatlo ea sechaba (ho latela katleho ea sehlopha sa pele se phatlalalitsoeng ka 2023) le litlhoko tse thata tsa "Leano la Ts'ebetso la Ntlafatso ea Boleng ba Moea o Tsoelang Pele" li matlafalitse theko ea 'muso oa lehae haholo. Ka 2024, liprofinse/masepala e mehlano e holimo (Hebei, Guangdong, Sichuan, Beijing, le Hunan) e bile karolo ea 60% ea kakaretso ea thekiso, e bonts'ang phello e matla ea lipontšo libakeng tse matla moruong. Ka 2025, litoropo tsa boemo ba bobeli le ba boraro, hammoho le libaka tse ka leboea tse tobaneng le likhatello tse kholo tsa taolo ea tikoloho, li lebelletsoe ho potlakisa ho amoheloa ha tsona, ho tsamaisa ho kenella ha 'maraka ho feta 15%.
2. Menyetla 'Marakeng oa Likoloi tsa Mafura a Hydrogen
Le hoja mehlala e hloekileng ea motlakase, e tšehetsoeng ke ketane e hōlileng ea indasteri (kabelo ea 92.34% ea 'maraka), e ntse e le eona e tloaelehileng, sekhahla sa kholo ea 286.1% sa mefuta ea lisele tsa mafura se bontša menyetla e hlahang. Ka 2024, lekala la matla a haedrojene le ile la bona ho eketseha ha maano a tšehetso (ka lihlopha tsa toropo tsa lipontšo tsa likoloi tsa mafura li atoloha ho fihla ho tse hlano) le ho theoha ha litšenyehelo tsa sistimi (karolelano ea litheko tsa sistimi ea mafura e theohile). Ha ho nahanoa ka litsela tse tsitsitseng le litšobotsi tse bohareng tsa tsamaiso ea likhoerekhoere tsa masepala, lekala lena le mothating oa ho ba sebaka se setle sa tlhahlobo bakeng sa khoebo ea matla a haedrojene. Ka 2025, mefuta ea lisele tsa mafura e lebelletsoe ho hapa 8% ea mmaraka.
3. Katoloso ea Maraka
Liprofinse tse hlano tse holimo li bile le hoo e ka bang 60% ea thekiso ka 2024, e totobatsang phello e kholo ea lipontšo libakeng tsa mantlha. Ho aha katlehong ea libaka tsena le ts'ehetso e tsoelang pele ea leano, 'maraka oa 2025 o tla fetoha ka litsela tse peli: metse ea pele, ea boraro le ea bone e tla kenya ts'ebetsong tlhokahalo ka maano a thehiloeng ho khothatso,' me ea bobeli, libaka tse kang Sichuan-Chongqing le Northwest China li tla sebelisa melemo ea tsona ea matla a matala ho nts'etsapele lits'ebetso tsa bohloeki tse tsamaisoang ke hydrogen. Khokahano ea thekiso liprofinseng tse hlano tse holimo e lebelletsoe ho theohela ho hoo e ka bang 50%, ha tlhokeho ea litoropong tse etellang pele e tla fetohela ho mefuta ea maemo a holimo (mohlala, likoloi tse bohlale, tse nang le tlhahisoleseling le tse boima ba lithane tse kholo), ho theha mebaraka e fapaneng.
4. Ntlafatso ea Sebopeho
Karolo ea bone ea karolo ea 37% ea thekiso e bonts'a mokhoa oa ho qetela oa selemo 集中交付 (phepelo e tsepamisitsoeng), e bonts'ang sebopeho sa potoloho ea theko ea mmuso. Ha kutloisiso ea litšenyehelo ea ts'ebetso e ntse e eketseha, 'maraka ka 2025 o tla beha khatello e kholo ho moruo oa bophelo le tharollo e felletseng ea maemo. Likhamphani tse etelletseng pele li tla qala ho bokella lits'ebeletso tse kenyellelitsoeng boleng joalo ka ts'ebetso ea ho tjhaja, ho boloka libanka tsa betri, le ho hira likoloi tsa likhoerekhoere. Leha ho le joalo, ho feto-fetoha ha litheko tsa betri ea matla (litheko tsa lithium carbonate li theohile ka 70% ho tloha tlhorong ea tsona) ho ka baka tlhophiso bocha ea ketane ea indasteri, ho fa lik'hamphani tse kopaneng tse otlolohileng monyetla oa tlholisano oa ho mamella likotsi.
Qetello
Ebang ke ka papiso e tobileng ea data ea thekiso ea 2024 le 2023 kapa ts'ebeliso ea tlhahlobo ea morao-rao ea AI ea Deepseek, ho hlakile hore 'maraka o mocha oa likoloi tsa likhoerekhoere o tla tsoela pele ho hola leha ho na le mathata a nakoana a bakoang ke likheo tsa lichelete le tsa litšebeletso. Ha mmaraka o tloha ho nts'etsopele e tsamaellanang le melaoana ho ea kholong e tsamaellanang le 'maraka, lihlooho tsa mantlha e tla ba "phetoho e potlakileng ea theknoloji, mekhoa e metle ea khoebo, le ho kenella ha mebaraka ea tikoloho."
Nako ea poso: Feb-14-2025
