Tuam Tshoj cov tuam txhab txhawb nqa kev nqis peev txawv teb chaws hauv cov khoom siv, EV cov saw hlau

BEIJING - Suav tuam txhab lag luam tau nqis peev ntau dua hauv cov neeg siv khoom lag luam thiab cov khoom siv tsheb hluav taws xob thoob ntiaj teb, txawm tias thaj chaw tswj hwm txwv tag nrho cov peev txheej sab nraud, raws li tsab ntawv tshaj tawm hnub Wednesday los ntawm Baker McKenzie thiab Rhodium Group.

Cov neeg siv khoom lag luam thiab cov kev pabcuam tau tuav qhov loj tshaj plaws ntawm kev sib koom ua tiav thiab kev yuav khoom xyoo tas los, ntawm $ 5.2 nphom, nce los ntawm $ 1.1 nphom hauv xyoo 2020, raws li cov ntaub ntawv. Qhov ntawd tseem poob qis ntawm qib kev sib kis ua ntej ntawm $ 10 nphom hauv kev cog lus hauv 2019.

Txawm li cas los xij, Tsev Dawb txwv tsis pub nkag mus rau Suav peev hauv kev siv thev naus laus zis thiab Beijing kev siv zog los khaws cov peev hauv lub tebchaws ciam teb tau ua rau muaj kev poob qis hauv Suav kev lag luam txawv teb chaws. Cov tuam txhab thev naus laus zis thiab vaj tsev tau raug cuam tshuam tshwj xeeb, raws li kev tshaj tawm.

Zuag qhia tag nrho, ua tiav kev sib koom ua lag luam txawv teb chaws thiab kev yuav los ntawm cov tuam txhab Suav tau nqis mus rau $ 23.7 nphom hauv xyoo 2021, nqis los ntawm $ 29.5 nphom hauv 2020 thiab kos npe rau plaub xyoo ncaj qha poob, raws li Rhodium Group cov ntaub ntawv.

suav nrog lwm hom kev lag luam ncaj qha txawv teb chaws, Suav kev cog lus tau nce mus txog $ 138 nphom hauv 2021, nce los ntawm $ 134 nphom hauv 2020 thiab $ 117 nphom hauv xyoo 2019, raws li 71% nce hauv kev sib koom ua ke thiab kev yuav khoom thoob ntiaj teb ntawm 2021 thiab 2020, tshaj tawm hais tias.

Cov tuam txhab suav cov peev nyiaj ncaj qha hauv cov tuam txhab hauv zos, hu ua Greenfield peev, hauv Tebchaws Europe thiab North America tau nce xyoo tas los txog $ 5.5 nphom, los ntawm $ 4.7 nphom hauv 2020 thiab $ 3.6 nphom hauv 2019, cov ntaub ntawv qhia.

Kev loj hlob xyoo tas los yog los ntawm kev nqis peev ntau hauv Tebchaws Europe.

Ob peb ntawm cov tshiab greenfield tej yaam num tso tawm rau Suav tuam txhab uas muag yog ntawm kev nqis peev nyob rau hauv lub fais fab mov saw nyob rau hauv cov teb chaws Europe.

Piv txwv li, Tuam Tshoj roj teeb loj heev Tam sim no Amperex Technology (CATL) tsoo hauv av ntawm nws thawj lub Hoobkas txawv teb chaws hauv lub teb chaws Yelemees thaum lig 2019 thiab npaj yuav ntxiv txog 2,000 txoj hauj lwm nyob rau hauv 2025, nrog txog li 1.8 billion euros ($ 2.03 billion) hauv kev nqis peev.

Tag nrho tus nqi ntawm qhov no thiab lwm yam kev cog lus hauv cov khoom siv pib tuaj yeem tshaj $ 14.5 nphom hauv ob xyoos tom ntej, raws li Baker McKenzie tso tawm.

Qhov kev nthuav dav tuaj raws li suav hluav taws xob tsheb pib zoo li Nio saib mus rau Norway, Lub Tebchaws Yelemees thiab lwm lub khw European. Cov tuam txhab loj hauv Asmeskas thiab Europe tseem tau hloov pauv sai sai rau kev tsim tsheb fais fab.

"Cov tuam txhab EV Suav tau mob siab rau tsim lawv tus kheej cov saw hlau xa khoom kom lawv tuaj yeem dhia mus rau cov tuam txhab tsheb ib txwm muaj thiab dhia mus rau qhov txiav," Mark Witzke, tus kws tshuaj ntsuam ntawm Rhodium Group, tau hais hauv tsab ntawv xa email.

Witzke tau hais tias "Siv kev sib koom ua ke ntawm ob qho kev nrhiav thiab kev nqis peev hauv greenfield, Suav tuam txhab uas muag tau mus thoob ntiaj teb txhawm rau tsim cov saw hlau no," Witzke tau hais. "Nws yuav zoo li yuav yog thaj chaw loj hlob ntawm kev nqis peev raws li qhov tsis txaus thiab kev sib tw ntawm kev tau txais cov khoom siv EV txuas ntxiv mus. Txawm hais tias ntau lub tuam txhab no tau txais kev txhawb nqa los ntawm lub xeev cov lus qhia lossis cov nyiaj pab, nws feem ntau yog cov tuam txhab ntiag tug es tsis yog [lub xeev cov tuam txhab lag luam] tsav cov qauv no. "

Ib feem ntawm kev txhim kho ntawm Suav peev hauv cov khoom siv hluav taws xob tsheb yog tsom rau hauv Latin America.

Tuam Tshoj cov tuam txhab mining tau siv ntau dua $ 4 nphom rau lithium thiab cobalt mining thiab ua cov cuab tam hauv Latin America thiab Africa nyob rau peb lub xyoos dhau los, raws li Baker McKenzie tso tawm.

Nyob rau tib lub sijhawm, Suav cov tuam txhab lag luam hauv xeev tau siv ntau dua $ 13 nphom rau kev siv hluav taws xob thiab cov khoom siv hluav taws xob huv hauv Chile, Mexico, Brazil thiab Spain.

Devaluation nyob rau hauv Latin American cov txiaj ntsig txog US duas tau ua kom cov khoom muaj txiaj ntsig zoo dua hauv cheeb tsam, Alejandro Mesa, Latin American tus thawj coj hauv cheeb tsam ntawm pawg lag luam thoob ntiaj teb & kev coj ua lag luam ntawm Baker McKenzie, tau hais hauv kev tshaj tawm.

"Qhov thib ob, muaj cov tseem ceeb ntawm tsoomfwv uas tau qhia txog kev txaus siab ua haujlwm nrog Tuam Tshoj ua tus koom tes ua lag luam ntau dua li kev koom tes nrog Asmeskas," Mesa hais. "Qhov thib peb, Tuam Tshoj muaj kev noj qab haus huv ntau dua rau kev nqis peev mus sij hawm ntev hauv thaj av, vim nws zoo li tias kev lag luam yuav txhim kho nyob rau nruab nrab mus rau lub sijhawm ntev, yog li tsim lub sijhawm zoo rau kev muag khoom. Hauv 2022, peb cia siab tias Tuam Tshoj yuav nqis peev ntau hauv kev sib txuas lus thiab kev tsim kho vaj tse, sib nrug los ntawm kev txuas ntxiv ntawm kev nqis peev ntau dua hauv cov khoom lag luam. "

Ua tiav Suav kev sib koom ua ke thiab kev yuav khoom hauv Latin America tau txog $ 3 nphom hauv 2021, yog thaj tsam plaub loj tshaj plaws rau kev cog lus, kev tshaj tawm tau hais.

Cov tuam txhab txawv teb chaws kuj tau nce lawv cov peev hauv Suav teb, nce 14.9% xyoo-rau-xyoo rau 1.1 trillion yuan ($ 171.88 billion) hauv 2021, raws li Tuam Tshoj Ministry of Commerce.

Cov tub lag luam los ntawm Singapore thiab lub teb chaws Yelemees tau nce lawv cov peev txheej los ntawm 29.7% thiab 16.4%, raws li txoj haujlwm tau hais rau hnub Tuesday, yam tsis tau tshaj tawm cov lej rau lwm lub tebchaws.