Ke nānā nei i hope i nā makahiki he ʻumi i hala iho nei, ua loaʻa ka ʻoihana kaʻa kaʻa hou honua i nā loli nui i ʻike ʻole ʻia i ka ʻāina mākeke, nā makemake o nā mea kūʻai aku, nā ala ʻenehana, a me nā ʻōnaehana kaulahao. Wahi a nā ʻikepili, ua ulu ka kūʻai ʻana o nā kaʻa kaʻa kaʻa hou o ka honua ma kahi o ka ulu ʻana o ka hui ma mua o 60% i nā makahiki ʻehā i hala. Ma ka hapa mua o 2024, ʻo 4.929 miliona a me 4.944 miliona mau ʻāpana kaʻa kaʻa hou a Kina, ʻoi aku ka 30.1% a me 32% i kēlā me kēia makahiki. Eia kekahi, ua hōʻea ka mākeke o nā kaʻa ikaika hou i ka 35.2%, e hōʻike ana i ka hoʻonui nui ʻana o nā kaʻa ikehu hou i ka mākeke automotive holoʻokoʻa.

Ua lilo nā kaʻa ikehu hou i ke au o ka wā, ʻaʻole wale ke alakaʻi ʻana i ka piʻi wikiwiki ʻana o nā mea hana kaʻa hou, akā e huki pū ana i nā mea pāʻani kaulahao hou e komo i ka mākeke. I waena o lākou, ua ʻike ʻia ka piʻi ʻana o ka kaulana o ka alumini automotive, nā ʻāpana aupuni paʻa, a me nā ʻāpana hoʻokele autonomous. I kēia au i kēia lā kahi e hoʻomaka ai ka hoʻokumu ʻana i nā pūʻali huahana maikaʻi hou ke kumuhana nui, ke kākau nei ke kaulahao hāʻawi i lalo i kahi mokuna hou no ka hoʻomohala wikiwiki ʻana o nā kaʻa ikehu hou honua.

Ke piʻi mālie nei ka piʻi ʻana o nā kaʻa ikehu hou, a ua hoʻokumu mālie ʻia nā mea hana kaʻa alakaʻi.

Ke ulu wikiwiki nei ka ʻoihana kaʻa i ka electrification, naʻauao, a me ka ʻōmaʻomaʻo, ua lilo ia i mea ʻae like ma ka honua holoʻokoʻa e hoʻoponopono i ka hoʻololi ʻana i ke aniau a hāpai i ka ulu waiwai haʻahaʻa. Ke holo nei i ka makani o nā kulekele, ua lilo ka ulu ʻana o nā kaʻa ikehu hou i mea hiki ʻole ke pale aku, a ua wikiwiki ka hoʻololi ʻana a me ka hoʻonui ʻana i ka ʻoihana. ʻO ka mākeke kaʻa kaʻa hou ma Kina ʻoiai ʻo ia, me nā makahiki o ka hoʻonui ʻana i ka ʻoihana a me ka hoʻomaʻemaʻe mākeke, ua puka mai nā hui kūloko e like me CATL, Shuanglin Stock, Duoli Technology, a me Suzhou Lilaizhi Manufacturing, he mau ʻoihana maikaʻi loa i holomua mau e. ka noho paʻa ʻana a me ka nānā ʻana i ka loiloi pāʻoihana a me ka ikaika piha o ke kaulahao ʻoihana. Ke hoʻoikaika nei lākou e hopu i ka ʻoihana a hoʻohui i ka luster i nā kaʻa ikehu hou.

Ma waena o lākou, ʻo CATL, ma ke ʻano he alakaʻi o ka ʻoihana i ka pāhana mana, ke kūlana mua ma nā māhele mākeke honua a me Kina, me kahi pōmaikaʻi. ʻO ka BMS (pūnaewele hoʻokele pila) + PACK ʻoihana ʻoihana i hāpai ʻia e CATL ua lilo i kumu hoʻohālike ʻoihana nui o nā ʻoihana alakaʻi i ka ʻoihana. I kēia manawa, ʻoi aku ka nui o ka mākeke BMS kūloko, me nā mea kūʻai aku ʻekolu, a ke wikiwiki nei nā OEM a me nā mea hana pākaukau i kā lākou hoʻolālā. Manaʻo ʻia ʻo CATL e kū i waho o ka hoʻokūkū i ka hoʻokūkū ʻoihana e hiki mai ana a hopu i kahi māhele mākeke nui aʻe e pili ana i kāna pono komo mua.

Ma ke kahua kaʻa kaʻa, Shuanglin Stock, ma ke ʻano he ʻoihana i hoʻokumu ʻia, hoʻomaka e hoʻomohala i kāna mea hoʻokele noho noho ponoʻī i ka makahiki 2000, a ua hoʻokō kona holomua ʻenehana i ka parity me nā mea pāʻani honua i nā hōʻailona hana he nui. Ua loaʻa mua i kāna mea hoʻoponopono noho, ka moki hoʻoheheʻe pae, a me ka ʻoki ʻoki hope i nā kauoha mai nā mea kūʻai aku kūpono, a ua manaʻo ʻia e hoʻokuʻu ʻia kāna hana i ka wā e hoʻonui ai ka ʻoihana kaʻa.

ʻO ka hoʻopaʻa ʻana a me ka ʻoki ʻana i nā ʻāpana he mea koʻikoʻi loa ia i ke kaʻina hana hana kaʻa holoʻokoʻa. Ma hope o nā makahiki o ka holoi ʻana i ka ʻoihana, ua paʻa mālie ka ʻāina hoʻokūkū. ʻO Duoli Technology, ʻo ia kekahi o nā ʻoihana stamping auto kiʻekiʻe, he mana ikaika i ka hoʻolālā ʻana a me ka hoʻomohala ʻana, ka hana automation, a hiki ke hoʻokō i nā koi hoʻomohala o OEM ma nā pae like ʻole. I kēia mau makahiki i hala iho nei, ua pōmaikaʻi ʻo Duoli Technology mai ka pōʻai kaʻa ma nā mākeke kūloko a me nā ʻāina ʻē, a ʻo ka "stamping mold + stamping parts" i hoʻolaha nui ʻia ʻO kāna mau mea ʻoki kila a me aluminika i helu ʻia no 85.67% o kāna kālā ʻoihana nui i ka mua. ʻO ka hapalua o 2023, a ʻo ka ulu ʻana o kāna ʻoihana e pili kokoke ana i ka hoʻomohala ʻana o ka alumini automotive. I ka makahiki 2022, ua kūʻai aku ka hui a kūʻai aku ma kahi o 50,000 tons o ka alumini no nā kino kaʻa, e helu ana no ka 15.20% o nā moku alumini kino o Kina. Manaʻo ʻia kāna māhele mākeke e hoʻonui mau me nā ʻano kumu nui o ka māmā, ka ikehu hou, etc.

ʻO ka holoʻokoʻa, ma ke ʻano o ka piʻi wikiwiki ʻana o ka helu komo ʻana o nā kaʻa ikehu hou, ke manaʻo nei e hoʻonui ʻia ka noi mākeke no nā mea hoʻolako ʻāpana kaʻa kiʻekiʻe. I ka manawa like, ʻoiai ʻo ka naʻauao a me ka māmā e lilo i alakaʻi hoʻomohala nui o nā mea hana kaʻa, manaʻo ʻia nā ʻoihana ʻāpana kaʻa Kina e hoʻohana i kā lākou mau kumukūʻai, nā mana hana kiʻekiʻe, pane wikiwiki, a me nā mana R&D synchronized e hoʻonui i ka mākeke honua o Kina. nā kaʻa ikehu hou.