Umugqa oyinhloko wamabhasi kagesi aseShayina ngo-2026 uthi: imakethe izoshintsha kusukela ekuxhasweni ngemali kuya ekusetshenzisweni kwe-TCO, amabhethri angu-800V aphezulu kanye namabhethri ahlala isikhathi eside azoba yinto ejwayelekile, kuzosetshenziswa ukwakheka kokuphepha okuhlakaniphile, kuzoqhuma ukwenza ngokwezifiso okusekelwe ezimweni, ukushintshaniswa kwamabhethri kanye nokuthengiswa kwe-V2G, kuzothunyelwa kwamanye amazwe okusezingeni eliphezulu, kanye nokuphathwa kokushisa kuzothuthukiswa ngokugcwele. Ngezansi kunezindlela ezenzekayo njengamanje futhi ezingasetshenziswa ngo-2026, zihlukaniswe ngemojuli.
1, Iphethini yemakethe: ukwanda okuncane kwevolumu iyonke, izinguquko ezinkulu zesakhiwo, ukubusa kwe-TCO
Ukuthengisa kanye nobukhulu: Kulindeleke ukuthi kube namabhasi amasha angu-82000 wamandla angaphezu kwamamitha ayi-6 ubude ngo-2026 (+3.5%), anosayizi wemakethe ongama-yuan ayizigidigidi ezingama-48-55; Ugesi ohlanzekile ungaphezu kwama-92%, kanti izinga lokungena kwezokuthutha zomphakathi licishe libe yi-100%.
Ukushintsha kwenjini yokukhula: Valelisa ekuthembeleni koxhaso, * * I-TCO yeminyaka emi-5 engaphansi ngo-25% -35% kunezimoto zikadizili * * iba yindawo eyinhloko yokuthengisa; Umehluko wentengo phakathi kukawoyela nogesi, ukulungiswa okuphansi, inani elisele lamabhethri, kanye nezinzuzo zekhabhoni kwakha iluphu evaliwe.
Ukwehlukaniswa kwesakhiwo:
Ezokuthutha zomphakathi ezinkulu (amamitha ayi-10-12): ukushintshwa kwezimpahla ezikhona kuyisitayela esiyinhloko, ngesivinini sokukhula esihamba kancane.
Okumaphakathi (amamitha angu-8-10) kanye nokukhanya (amamitha angu-6-8): ukukhula okukhulu (okubalelwa ku-39.6%), kugxile ekuthuthweni kwabagibeli basemadolobheni nasemaphandleni, imikhumbi yezokuvakasha, ukuhamba ngebhayisikili okwenziwe ngokwezifiso, kanye nezinsizakalo zemikhumbi yepaki/yesikhumulo sezindiza.
Ukuthuthukiswa kokugxilisa ingqondo: I-Yutong, i-BYD, kanye ne-CRRC Electric zinesabelo semakethe esingaphezu kuka-70%, kanti amabhizinisi amancane naphakathi asheshisa ukususwa kwezimoto.
2, Ubuchwepheshe bebhethri: Isikhathi eside sokuphila, ukuphepha okuphezulu, isimo esiqinile sokusetshenziswa ebhodini
Ukucushwa okujwayelekile kwezinto zikagesi zezimoto ezinesikhathi esifanayo sokuphila: indinganiso evamile ifaka phakathi i-lithium iron phosphate (LFP) engamakhilomitha ayi-15/1.5 million, enomjikelezo wokuphila ofanayo nemoto yonke, ayinayo ibhethri lokushintsha impilo yonke, futhi i-TCO eyenziwe ngcono kakhulu.
Ukwanda kwamandla:
Amamodeli aphezulu: Amabhethri e-Semi-solid state afakwa ngamaqoqo amancane, anobuningi bamandla obungu-180-220Wh/kg kanye nobubanzi obungu-500-600km.
Uhlobo lokusabalalisa: I-LFP ithuthukiswe yaba yi-160Wh/kg, ngebanga elijwayelekile elingu-400-450km emabhasini angamamitha ayi-12.
Izindinganiso zokuphepha eziqinile ezisetshenzisiwe: akukho bhethri elisakazeka ngokushisa, ukuphathwa kokushisa komhlaba wonke, indinganiso eyimpoqo yesixwayiso sokubaleka kokushisa se-AI; Ukubaleka kweseli elilodwa akusabalali futhi kuhlangabezana nezindinganiso eziqinile zikazwelonke.
Ukwehliswa kwezindleko: Intengo emaphakathi yamabhethri e-LFP ingu-≤ 550 yuan/kWh, kanti izindleko zokuthenga zehliswa zibe ngaphakathi kwezikhathi eziyi-1.3 kunezezimoto ezisebenzisa udizili.
3, Uhlelo lokugcwalisa kabusha amandla: lusekelwe kakhulu ekushajeni okusheshayo okungu-800V, ukushintshaniswa kwamabhethri amakhulu, umshayeli we-V2G
Ipulatifomu ye-voltage ephezulu engu-800V iba yinto evamile:
Ngo-2026, isilinganiso samamodeli ezimoto ezintsha ezine-800V sizoba ngu-≥ 60%, kanti amandla okushaja azoba ngu-350-500kW.
Ishaja kufike ku-80% ngemizuzu eyi-10, igcwalisa amandla amakhilomitha angama-300, ihambisana nokusebenza ngamandla aphezulu.
**Isifudumezi sefilimu esinobukhulu obuphezulu (i-HVCH)* * ithatha indawo ye-PTC ngokugcwele, ngokusebenza kahle okungu-≥ 95%, impendulo
Iziteshi zokushintshana ngamabhethri ezingaphezu kuka-1800, ezihlanganisa amadolobha angama-85% asezingeni lesifunda; imizuzu emi-3-5 yokushintshana ngamabhethri, esebenza kahle kakhulu kunezimoto zikaphethiloli.
Ukugxila emigqeni emikhulu evame kakhulu, ezokuthutha abagibeli basemadolobheni nabasemakhaya, izikhumulo zezindiza/amapaki; ukuhlukaniswa kukagesi kwezimoto ze-BaaS kunciphisa umkhawulo wokuthenga izimoto (ngo-30% -40%).
Ukuhlolwa kokuthengiswa kwe-V2G: Amadolobha ayi-10 ahlanganisa iBeijing, iShanghai, iGuangzhou, neShenzhen azohlola amabhasi kagesi njengesitoreji samandla eselula ukuze ahlanganyele ekushefweni kwegridi, kanye nokwenyuka kwaminyaka yonke kwama-yuan angu-20000 kuya ku-30000 ngemoto ngayinye.
Ukwenziwa kwaziwe kwezindawo zokugcina nokufaka i-photovoltaic ezihlanganisiwe: isitoreji se-photovoltaic+samandla+ukushaja okusheshayo, ukunciphisa izindleko zokushaja ngo-20% -30%, kanye nokunciphisa ingcindezi kugridi yamandla.
4, Intelligence: Ukuphepha kuqala, ukucushwa okujwayelekile kwe-L2 +, ukushayela okubili kanye nokulawula okubili
Ukuthuthukiswa kwesakhiwo sokuphepha: ukushayela okubili kanye nokulawula okubili (okukhuthazwa kakhulu yi-Yutong):
Iqhutshwa ngomshini, iqondiswa ngumuntu, i-inthanethi ngokugcwele, ayikaze iyeke; Umshayeli kufanele athathe izintambo kuqala ukuze agweme ingozi "yokungenelela okuphuthumayo ngemva kokwehluleka".
Ukuqinisekiswa kwezigidi zamakhilomitha okuqongelelwe, okujwayelekile kumamodeli amasha ngo-2026.
Ukucushwa okujwayelekile okuphelele kwezinga le-L2: izinga lokuhlangana * * ≥ 65%, kufaka phakathi i-ACC, i-AEB, ukugcinwa komzila, ukuqapha umshayeli we-DMS, ukubuka okuzungezile okungu-360 ° * *.
Ukufika kwesimo sendawo ye-L3/L4: i-BRT yepaki evaliwe, Ukusebenza kwezentengiselwano kwamabhasi okuthutha asesikhumulweni sezindiza; Umshayeli wendiza i-L3 wokuthutha abagibeli abaphambili, kanye nokushayela komuntu ngomshini njengendlela eyinhloko, uphikisana ne-L5 ukuthi ayinamuntu nhlobo.
Ukuhlanganiswa kwamafu ezimoto: Ukuphathwa kwemikhumbi ye-AI, ukuqapha ngesikhathi sangempela, ukulungiswa kokubikezela, ukwenza ngcono amandla, ukuhlela okuhlakaniphile, ukuthuthukiswa kokusebenza kahle okungu-15% -20%.
5,Ukuphathwa kwezimoto nokushisa: elula, ehlanganisiwe, enamandla aphezulu
Isisindo Esilula: Ukusetshenziswa okukhulu kwe-aluminium alloy, i-carbon fiber, kanye nensimbi enamandla amakhulu, kunciphisa isisindo ngo-10% -25% kanye nokusetshenziswa kwamandla ngo-8% -15%; isisindo somugqa wamamitha angu-12 * * ≤ amathani angu-12 * *.
Ukuhlanganiswa kwamandla kagesi aphezulu: ukuthuthukiswa okuphelele kusuka ku-400V kuya ku-800V, okuhlanganisa nokulawula kwezimoto kanye ne-elekthronikhi i-DC/DC, Ukuhlanganiswa kokusabalalisa kwamandla kagesi aphezulu kunciphisa ivolumu ngo-30% futhi kwandisa ukusebenza kahle ngo-5% -8%.
Uguquko Lokuphathwa Kokushisa (Isihluthulelo):
Ukuhlanganiswa kwe-Four in one: ibhethri + injini + ukulawula kwe-elekthronikhi + ukuphathwa kokushisa kwekhabhini, ukubuyiselwa kokushisa okuhlanganisiwe, ukufudumala kusengaphambili okuphansi, kanye nokushabalaliswa kokushisa okuphakeme.
Ukushisa kwefilimu okujiyile kwe-HVCH okunamandla aphezulu: okujwayelekile epulatifomu engu-800V, okuthatha indawo ye-PTC yendabuko, ngokusebenza kahle okungu-≥ 95%, isikhathi eside sokuphila, impendulo esheshayo, kanye nokwehla okungu-10% -15% ekusetshenzisweni kwamandla okushisa okuphansi.
Ukupholisa nokushisa okuqondile kwebhethri: ukunemba kokulawula izinga lokushisa * * ± 1 ℃, isikhathi sokuphila sandiswa ngo-20% * *.
6, Isimo esisekelwe: Kusukela kokujwayelekile kuya kokukhethekile, okuhlukaniswe ngezigaba kanye nokuqhuma
Ukuthuthwa kwabagibeli basemadolobheni nasemaphandleni: izimoto ezilula ezingamamitha angu-6-8 ezingabizi kakhulu, ezisebenza ibanga elide, ezikwazi ukukhwela izintaba ngokuqinile, ezixhumanisa "imayela lokugcina".
Ibhasi lezivakashi: amamitha angu-8-12, umthamo webhethri ophezulu (400-500kWh), ibanga elide (500km+), induduzo ephezulu (ukumiswa komoya, ukuthula).
Ukuhamba ngebhayisekili/isithuthi senkampani esenziwe ngokwezifiso: ukuphepha okuphezulu, ukusetshenziswa kwamandla aphansi, ukuhlela okuhlakaniphile, kugxilwe ku-TCO efanele.
Isithuthi sezindiza/ipaki/indawo enhle: amamitha angu-6-8, ukushintshashintsha okuphezulu, okubaluleke kakhulu ekushintsheni ibhethri, i-L2+ehlakaniphile.
7, Thumela: Kusukela kuvolumu eshibhile kuya ekukhiqizweni komkhiqizo okuphezulu
Ukukhula okuphezulu kokuthunyelwa kwamanye amazwe: Kulindeleke ukuthi ithumele izimoto ezingu-20000 (+15%) ngo-2026, okungaphezu kuka-25% wokuthengiswa okuphelele.
Isakhiwo semakethe:
IYurophu: Ibhasi/ibhasi lokuvakasha elingamamitha ayi-12 eliphezulu, 800V, ukuphepha okuphezulu, ukuhlakanipha, ngentengo yeyunithi engu-300000 kuya ku-500000 euros.
INingizimu-mpumalanga ye-Asia/eMpumalanga Ephakathi/eLatin America: amamodeli angabizi kakhulu, amamitha angu-6-10 e-LFP 、 Isikhathi eside sokuphila.
Ukuthuthukiswa kwemodi: kusukela ekuthunyelweni kwezimoto kwamanye amazwe → ukwakhiwa kwefektri ye-KD → umkhiqizo wobuchwepheshe → ukusebenza komkhiqizo; i-Yutong ne-BYD seziyizilinganiso zomhlaba wonke.
8. Izinqubomgomo nezindinganiso: Izindinganiso zokuphepha eziqinile, ukujula kwekhabhoni ephindwe kabili, kanye nokuvuselelwa kabusha kwe-closed-loop
Izindinganiso zokuphepha zikazwelonke eziphoqelekile: isixwayiso sokubaleka kokushisa kwebhethri, ukucindezela ukusabalala kokushisa, ukuphepha okunamandla aphezulu; Izindinganiso eziqinile emhlabeni zokuvimbela umlilo, ukuqhuma, kanye nokuvuza kwezimoto.
Ukushayela ikhabhoni ephindwe kabili: umgomo wezinga likagesi elingu-100% kwezokuthutha zomphakathi; Ukuhweba ngekhabhoni kanye nezaphulelo zikagesi oluhlaza kuthuthukisa ukusebenza kahle komnotho.
Ukuvuselelwa kwebhethri okuvaliwe: ukusetshenziswa kwe-cascading + ukuvuselelwa kwezinto ezivuthiwe, okwandisa inani elisele lebhethri ngo-15% -20%, okunciphisa i-TCO ngokwengeziwe.
Isikhathi sokuthunyelwe: Meyi-28-2026
