Ukufakwa kwe-CATL, umkhiqizi ohamba phambili emhlabeni wamabhethri ezimoto zikagesi, ohlwini oluyimpikiswano oluyimpikiswano loMnyango Wezokuvikela wase-United States., idale igagasi lokungezwani phakathi kweminotho emibili emikhulukazi emhlabeni. Izwe laseMelika lihlukanisa inkampani yaseShayina “njengenkampani yezempi” ngenxa yokuxhumana okusolwayo neChinese People's Liberation Army.
Isinqumo asibandakanyi unswinyo oluqondile, kodwa isongela ukulimaza kakhulu Idumela le-CATL emakethe yamazwe ngamazwe futhi ungakhuthazi ukusebenzisana esikhathini esizayo Izinkampani zaseMelika. Lesi simo singaba nemiphumela ephawulekayo enkampanini, ehlinzeka ngezikhondlakhondla zezimoto ezifana I-Tesla, BMW, Volkswagen neHonda, futhi elawula eduze kwe 37% yemakethe yomhlaba wonke yamabhethri kagesi.
Imiphumela yezomnotho neyezwe
Isilinganiso sibe ne- umthelela osobala emakethe yamasheya. Ngemva nje kokuzwa lezi zindaba, u- Izabelo ze-CATL wahlupheka ukwehla cishe 3%, okubonisa ukungaqiniseki okukhiqizwa phakathi kwabatshalizimali nabalingani. Ngokufanayo, amanye amagama amakhulu aseShayina afakwe ohlwini, njenge Tencent, iphinde yabona ukuphahlazeka okufanayo.
Ububanzi balesi sinqumo bungase buthinte amaphrojekthi amasu eYurophu. Ikakhulukazi, igqamisa i-gigafactory i-CATL ne-Stellantis abahlela ukuyakha eSpain. Nakuba le mikhawulo ingasho unswinyo olungokomthetho oluqondile, ingadala izithiyo ekuhlinzekweni kwe izinto ezibalulekile noma ubuchwepheshe zalezi zinhlelo.
I-China iphendula ngokhahlo
Kusukela e-Beijing, i-CATL nabanye abathintekile abazange baphuze ukusabela. Esitatimendeni esisemthethweni, inkampani ichaze isinqumo sePentagon ngokuthi "iphutha" futhi iphikelele ukuthi ayibambi iqhaza emisebenzini ehlobene inkundla yezempi. Lokhu kwesekwe ngabakhulumeli ababalulekile bakahulumeni waseChina, ababize inqubomgomo yaseMelika njengomzamo “wokucindezelwa okungenasizathu” izinkampani zobuchwepheshe zaseShayina ezihamba phambili. Ngesikhathi esifanayo, bamemezele ukuthi bazothatha izinyathelo zokuvikela izithakazelo zakho ezisemthethweni.
Ngakolunye uhlangothi, abezindaba baseShayina baveze ukuthi lesi sinqumo singahunyushwa ngokuthi isahluko esisha emqhudelwaneni okhulayo wezobuchwepheshe phakathi kwamandla womabili. Ngonyaka odlule, imikhakha yamasu efana ukuhlakanipha okufakelwayo futhi i chips Nabo bake bathinteka ngenxa yokushuba kwesimo esifanayo.
Umthelela emakethe yebhethri yomhlaba wonke
Ukufakwa kwe-CATL kulolu hlu kungaba nemithelela ebalulekile embonini yebhethri yomhlaba wonke. Ngesabelo semakethe esingenakuqhathaniswa, ukuba khona kwayo kuyisihluthulelo sokuhlinzeka isidingo sezimoto zikagesi. Emazweni afana ne-United States naseYurophu, lapho amasu anolaka we ukuguqulwa kwamandla, noma yimiphi imikhawulo ekusebenzisaneni nayo abahlinzeki abakhulu i-CATL ingahumushela kanjani ukubambezeleka kanye nezindleko ezeqile kweyakho amaketanga okuhlinzeka; kanye nokumisa izinhlelo ze-EU mayelana nezinguquko zokuhamba.
Ngaphezu kwalokho, lesi sinyathelo sibonakala sigcizelela inhloso ekhulayo ye-United States yokunciphisa ukuncika kumaketanga okunikezwayo aseShayina. Abakhiqizi bayathanda Panasonic sebememezele ukuthi bazobeka phambili ezinye izindlela izinto zokwakha noma izingxenye ezivela eChina, okwenza kube sobala ukuklama kabusha amasu ezimboni Kulo mkhakha.
Ikusasa elingaqinisekile lesitshalo se-Stellantis ne-CATL eSpain
Ukufakwa kwe-CATL kulolu hlu kufika ngesikhathi esibucayi e-Europe. Njengoba imithombo yezindaba ehlukahlukene ibonisa, isitshalo inkampani ehlela ukuzakha kanye neStellantis eSpain, nakuba singathinteki ngokuqondile esikhathini esifushane, singase sibhekane nezinkinga zokuthutha uma ukungezwani phakathi kwezomnotho zombili Baqhubeke nokukhuphuka. Le phrojekthi, ebandakanya ukutshalwa kwezimali kuka-4.000 million euros, ibaluleke kakhulu embonini yezimoto, futhi noma yikuphi ukuhlehla kungashintsha umnqamulajuqu wokwakha nokukhiqiza.
Kunoma yikuphi, umthelela esitshalweni awukaqiniseki, ngoba ngokusho kochwepheshe abaningana, imingcele esetshenziswa yi-United States ihlose kakhulu ukugwema ukusetshenziswa kwezidakamizwa. ubuchwepheshe obuphambili endaweni yase-US kunokukhubaza Ukunwetshwa kwe-CATL ezimakethe zangaphandle.
Esitatimendeni sakamuva se-CATL, inkampani igcizelele ukuthi izoqhubeka nokusebenza ngokukhulu ukushesha ukulungisa lesi sigaba, okuhlanganisa izinyathelo zomthetho uma kunesidingo.
Khonamanjalo, elinye lamaphuzu akhathaza kakhulu ukuthi ngabe lesi sinyathelo sizothathwa yini amanye amazwe ahlangene ne-United States noma uma kuzokhawulelwa ekubeni yisenzo sohlangothi olulodwa. Esikhathini esedlule, amazwe angamalungu e- I-European Union bakhombise ukuxwaya izinyathelo ezingase zibe nomthelela kowabo umnotho, kodwa akushiwo ukuthi ingcindezi yezombangazwe yaseMelika ingabathonya.
Isinqumo sakamuva siphawula ingqopha-mlando entsha impi yokuhweba nobuchwepheshe lokho kubhekene neChina ne-United States. Njengoba yomibili iminotho igxile kakhulu kukho ukubusa imikhakha yamasu njengamandla avuselelekayo kanye ne-electromobility, izenzo ezinjengalezi zisongela ukuqhubeka nokuqhekeka imakethe yomhlaba wonke esivele ibhekene neziningi. izinselelo, ukusuka ukushoda kwezinto zokusetshenziswa kuze kube ukwehla kwamandla emali ezindlekweni zokukhiqiza.
Umthombo - I-CATL
Izithombe - CATL