Ko te raina matua o ngā pahi hiko o Haina i te tau 2026 ko: ka neke te mākete mai i te tautoko ā-tautoko ki te tautoko TCO, ka noho hei paerewa ngā pākahiko hiko-teitei me te roa-ora 800V, ka whakatinanahia he hoahoa haumaru atamai, ka pahū te whakaritenga e hangai ana ki ngā āhuatanga, ka whakatairangahia te whakawhiti pākahiko me te hokohoko V2G, ka mahia ngā kaweake kounga teitei, ā, ka tino whakapai ake te whakahaere wera. Kei raro nei ngā au e puta ana i tēnei wā, ā, ka taea te whakatinana i te tau 2026, e wehewehea ana e ngā waeine.
1, Tauira mākete: pikinga iti o te rahinga katoa, huringa hanganga nui, mana TCO
Ngā Hokonga me te Tauine: E matapaetia ana ka eke ki te 82000 ngā pahi hiko hou neke atu i te 6 mita te roa i te tau 2026 (+3.5%), me te rahi o te mākete o te 48-55 piriona yuan; Neke atu i te 92% te hiko parakore, ā, tata ki te 100% te tere urunga o te kawe waka a te iwi.
Whakawhitinga miihini tipu: Poroporoaki ki te whakawhirinaki ki te tahua āwhina, * * Ko te TCO 5-tau 25% -35% te iti iho i ngā motuka tīhiera * * ka noho hei tino kaupapa hokohoko; Ko te rerekētanga utu i waenga i te hinu me te hiko, te iti o te tiaki, te uara toenga o ngā pākahiko, me ngā painga waro ka hanga he porowhita kati.
Te rerekētanga hanganga:
Te kawe waka a te iwi whānui (10-12 mita): ko te whakakapinga o ngā taonga o nāianei te ia matua, engari he puhoi ake te tere tipu.
Waenga (8-10 mita) me te māmā (6-8 mita): he tipu tere (39.6%), e arotahi ana ki te kawe pāhihi ki ngā tāone me ngā taiwhenua, te pahi tūruhi, te haereere ki ngā wāhi kua whakaritea, me ngā ratonga pahi pāka/taunga rererangi.
Te whakapai ake i te kukū: Neke atu i te 70% te wāhanga mākete o Yutong, BYD, me CRRC Electric, ā, kei te tere haere te whakakorenga o ngā waka e ngā umanga iti me te rahi.
2, Hangarau pākahiko: He roa te roa o te ora, he haumaru teitei, he āhua totoka-haurua mō te whakamahi i runga i te papa
Ko te whirihoranga paerewa mō ngā hikohiko motuka me te roa o te ora: ko te paerewa matua ko te 15 tau/1.5 miriona kiromita te lithium rino phosphate (LFP), he rite te huringa ora ki te waka katoa, kāore he whakakapinga pākahiko mō te wa katoa, ā, he tino pai te TCO.
Te pikinga o te mātotoru pūngao:
Ngā tauira papai: Ka tāutahia ngā pākahiko āhua totoka-haurua i roto i ngā puranga iti, me te mātotoru pūngao o te 180-220Wh/kg me te awhe tawhiti o te 500-600km.
Momo rongonui: Kua whakahoutia te LFP ki te 160Wh/kg, me te awhe whānui o te 400-450km mō ngā pahi 12 mita.
Kua whakatinanahia ngā paerewa haumaru pakari: kāore he pākahiko horapa wera, te whakahaere wera ā-ao, he paerewa ā-ture mō te whakatūpato i te rerenga wera AI; Kāore te rerenga pūtau kotahi e horapa, ā, e tutuki ana i ngā paerewa ā-motu tino pakari.
Te whakaiti i ngā utu: Ko te utu toharite mō ngā kete pākahiko LFP he ≤ 550 yuan/kWh, ā, ka whakaitihia te utu hoko ki roto i te 1.3 ngā wā o te utu o ngā motuka tīhiera.
3, Pūnaha whakakī pūngao: te nuinga e hangai ana ki te utu tere 800V, te whakawhiti pākahiko nui, te whakamātautau V2G
Ka noho ko te tūāpapa hiko teitei 800V hei mea matua:
I te tau 2026, ko te ōwehenga o ngā tauira waka hou me te 800V ka ≥ 60%, ā, ko te mana utu ka 350-500kW.
Ka utua ki te 80% i roto i te 10 meneti, ka whakakī anō i te pūngao mō te 300km, ka ōrite ki te mahi kaha.
**Whakamahana kiriata matotoru ngaohiko teitei (HVCH)* * whakakapi katoa i te PTC, me te pai o te mahi ≥ 95%, te urupare <10 hēkona, te roa o te ora ≥ 15000 hāora, ā, ka tae mai me te 800V.
Te whakawhiti pākahiko tika me te taea te whakawhanui:
Neke atu i te 1800 ngā teihana whakawhiti pākahiko, e kapi ana i te 85% o ngā tāone nui o te rohe; 3-5 meneti te whakakapinga pākahiko, he pai ake i ngā waka penehīni.
Te arotahi ki ngā raina matua auau-teitei, te kawe tāngata i ngā tāngata o te tāone me te taiwhenua, ngā taunga rererangi/ngā papa waka; Ka whakaitihia e te wehenga hiko waka BaaS te paepae mō te hoko waka (mā te 30% -40%).
He whakamātautau hokohoko V2G: 10 ngā tāone tae atu ki a Beijing, Shanghai, Guangzhou, me Shenzhen ka whakamātautau i ngā pahi hiko hei rokiroki hiko pūkoro hei whai wāhi atu ki te whakaiti i te pikinga o te hiko i runga i te whatunga, me te pikinga ā-tau o te 20000 ki te 30000 yuan mō ia waka.
Te whakatairanga i ngā teihana rokiroki me te utu hiko photovoltaic whakauru: photovoltaic+rokiroki pūngao+utu tere, te whakaiti i ngā utu utu mā te 20% -30%, me te whakaiti i te pēhanga ki runga i te whatunga hiko.
4, Mātauranga: Haumaru tuatahi, whirihoranga paerewa L2+, taraiwa takirua me te mana takirua
Whakapai ake i te hanganga haumarutanga: taraiwa takirua me te mana takirua (e whakatairangahia ana e Yutong):
E whakahaerehia ana e te mīhini, e tirotirohia ana e te tangata, e ipurangi katoa ana, kaua e mutu; Me whakahaere tuatahi te taraiwa kia kore ai e tūpono ki te "wawaotanga ohorere i muri i te rahunga".
E miriona kiromita te roa o te manatoko i kohia, he paerewa mō ngā tauira hou i te tau 2026.
Whirihoranga paerewa whānui taumata L2: tere huihuinga * * ≥ 65%, tae atu ki te ACC, AEB, te pupuri ara, te aroturuki taraiwa DMS, te tirohanga karapoti 360 ° * *.
Te taunga o L3/L4: te pāka BRT kua kati, te mahi arumoni o ngā pahi rererangi; Ko te Paerata L3 mō te kawe pāhihi matua, me te taraiwa tangata-mīhini hei huarahi matua, e whakahē ana kia kore rawa he tangata o L5.
Whakaurunga kapua waka: Te whakahaere waka AI, te aroturukitanga wā-tūturu, te tiaki matapae, te arotautanga pūngao, te whakaritenga atamai, te whakapainga i te whai huatanga o te mahi o te 15% -20%.
5,Te whakahaere waka me te wera: māmā, whakauru, ngaohiko teitei
Māmā: Ka whakamahia te koranu konumohe, te muka waro, me te maitai kaha-teitei ki te tauine nui, ka whakaitihia te taumaha mā te 10% -25% me te whakapaunga pūngao mā te 8% -15%; taumaha taha 12 mita * * ≤ 12 tana * *.
Whakaurunga ngaohiko teitei: whakahoutanga whānui mai i te 400V ki te 800V, tae atu ki te motuka me te mana hiko DC/DC. Ka whakaitihia e te whakaurunga tohatoha ngaohiko teitei te rōrahi mā te 30% me te whakapiki i te pai o te mahi mā te 5% -8%.
Huringa Whakahaere Wera (Kī):
Whakaurunga whā i roto i te kotahi: pākahiko+mōta+mana hiko+whakahaere wera o te kāpata, whakaora wera para whakauru, whakamahana-mua pāmahana-iti, me te marara wera pāmahana-tiketike.
Whakamahana kiriata matotoru ngaohiko-tiketike HVCH: he paerewa i runga i te tūāpapa 800V, hei whakakapi i te PTC tuku iho, me te whai huatanga ≥ 95%, te roa o te ora, te urupare tere, me te whakaiti i te whakapaunga pūngao pāmahana-iti 10% -15%.
Te whakamatao me te whakamahana tika o te pākahiko: te tika o te whakahaere pāmahana * * ± 1 ℃, te roa o te ora e 20% * *.
6, Kei runga i te horopaki: Mai i te whānui ki te motuhake, te wehewehe me te pahū
Te kawe pāhihi ki te tāone me te taiwhenua: ngā waka māmā 6-8 mita te roa, he nui te utu, he tawhiti te tawhiti, he kaha te piki, e hono ana i te "maero whakamutunga".
Pahi tūruhi: 8-12 mita, kaha pākahiko nui (400-500kWh), tawhiti (500km+), tino whakamarie (whakatārewatanga hau, wahangu).
Pahi haereere/kamupene whakarite: he haumaru teitei, he iti te whakapaunga hiko, he whakaritenga atamai, me te arotahi ki te TCO tino pai.
Pahi rererangi/pāka/rohe ataahua: 6-8 mita, he nui te hurihanga, he mea nui mō te whakawhiti pākahiko, L2+mārama.
7、 Kaweake: Mai i te rahinga iti te utu ki te putanga waitohu teitei
Te tipu nui o ngā kaweake: E matapaetia ana ka kaweakehia e 20000 ngā waka (+15%) i te tau 2026, koia tēnei neke atu i te 25% o ngā hoko katoa.
Hanganga mākete:
Ūropi: Pahi/pahi tūruhi 12 mita te roa, 800V, haumaru teitei, atamai, me te utu mō ia wae i waenga i te 300000 ki te 500000 euros.
Āhia ki te Tonga-mā-rāwhiti/Waenganui Rawhiti/Amerika Latina: tauira utu-pai, 6-10 mita LFP, Roa te roa o te oranga.
Whakapai ake i te aratau: mai i te kaweake waka → te hanganga wheketere KD → te putanga hangarau → te whakahaere waitohu; kua noho a Yutong me BYD hei paerewa ā-ao.
8, Ngā Kaupapahere me ngā Paerewa: Ngā paerewa haumaru pakari, te hōhonutanga o te waro takirua, me te hangarua porowhita kati
Ngā paerewa haumaru ā-motu e hiahiatia ana: te whakatūpato i te rere o te pākahiko, te pehi i te horapa o te wera, te whakahau i te haumaru ngaohiko teitei; Ko ngā paerewa tino pakari o te ao mō te aukati i te ahi, te pahūtanga, me te turuturu o ngā waka.
Te puku waro takirua: te whāinga kia 100% te tere hiko mō ngā waka a te iwi; Mā te hokohoko waro me ngā hekenga hiko matomato ka whakarei ake i te whai huatanga ohaoha.
Te hangarua pākahiko i roto i te porowhita kati: te whakamahinga whānui + te whakahoutanga rauemi pakeke, te whakanui ake i te uara toenga pākahiko mā te 15% -20%, me te whakaiti anō i te TCO.
Wā tuku: Mei-28-2026
