Vatengesi vemotokari vekuEurope neAmerica vari kunetseka kutendeuka.
Zvinoenderana nevekunze vezvenhau LaiTimes, nhasi, yechinyakare mota mutengesi hofori ZF yakazivisa zviuru gumi nezviviri!
Urongwa uhwu huchapedzwa pamberi pa2030, uye vamwe vashandi vemukati vakaratidza kuti nhamba chaiyo yekudzingwa inogona kusvika zviuru gumi nezvisere.
Pamusoro peZF, makambani maviri epasi rese ekutanga, Bosch naValeo, akazivisawo kudzingwa mumazuva maviri apfuura: Bosch inoronga kumisa vanhu chiuru nemazana maviri gore ra2026 risati rapera, uye Valeo akazivisa kuti ichamisa vanhu chiuru nemazana mashanu. Mafungu ekurasika ari kuramba achikura, uye mhepo inotonhora yekupera kwechando iri kuvhuvhuta yakananga kuindasitiri yemotokari.
Tichitarisa zvikonzero zvekudzingwa kweava vatengesi vemotokari mazana matatu, vanogona kupfupikiswa mumapoinzi matatu: mamiriro ehupfumi, mamiriro emari, uye kuiswa kwemagetsi.
Nekudaro, mamiriro ehupfumi ane husimbe haaitike muzuva rimwe kana maviri, uye makambani akaita seBosch, Valeo, neZF ari mumamiriro emari akanaka, uye makambani mazhinji anochengeta maitiro ekukura uye anotopfuura zvinotarisirwa kukura. Naizvozvo, kutenderera uku kwekudzingwa kunogona kunge kuri kukonzerwa nekushandurwa kwemagetsi kweindasitiri yemotokari.
Pamusoro pekudzingwa, mamwe mahofori akaitawo zvigadziriso muhurongwa hwesangano, bhizinesi, uye tsvakiridzo yechigadzirwa uye nzira dzekusimudzira. Bosch inoenderana nemaitiro e "software-yakatsanangurwa mota" uye inobatanidza madhipatimendi ayo emotokari kuvandudza kugona kwevatengi docking; Valeo inotarisa panzvimbo dzepakati dzemotokari dzemagetsi dzakadai sekubatsira kutyaira, masystem ekupisa, uye mota; ZF iri kubatanidza madhipatimendi ezvemabhizimisi kuti atarise zvinodiwa pakuvandudzwa kwemotokari dzemagetsi.
Musk akambotaura kuti ramangwana remotokari dzemagetsi hazvidzivisiki uye kuti nekufamba kwenguva, mota dzemagetsi dzichatsiva zvishoma nezvishoma mota dzemafuta echinyakare. Zvimwe vatengesi vezvikamu zvemotokari zvechinyakare vari kutsvaga shanduko mumaitiro emagetsi emotokari kuti vachengetedze chimiro cheindasitiri yavo uye budiriro yeramangwana.
01.Hofori dzeEurope neAmerica dziri kumisa vashandi pakutanga kwegore idzva, zvichiisa kumanikidza kukuru pashanduko yemagetsi.
Mukutanga kwa2024, matatu makuru echinyakare zvikamu zvemotokari vatengesi vakazivisa kudzingwa.
Musi wa19 Ndira, Bosch yakati inoronga kumisa vanhu vangangosvika chiuru nemazana maviri muzvikamu zvesoftware nemagetsi mukupera kwa2026, avo makumi mapfumbamwe nemakumi mashanu (950) vachange vari kuGermany.
Musi waNdira 18, Valeo akazivisa kuti achadzinga vashandi chiuru nemazana mashanu pasi rose. Kambani iyi iri kubatanidza mahybrid ayo emagetsi ekugadzira zvikamu zvemotokari. Valeo akati: "Tinotarisira kusimbisa kukwikwidza kwedu nekuva nesangano rinokurumidza, rakabatana uye rakakwana."
Nemusi wa19 Ndira, ZF yakazivisa kuti inotarisira kumisa vanhu zviuru gumi nezviviri muGermany mumakore matanhatu anotevera, izvo zvakaenzana nechikamu chimwe muzvina chemabasa ese eZF muGermany.
Ikozvino zvinoita sekunge kuderedzwa uye kugadziriswa nevechinyakare zvikamu zvemotokari vatengesi zvinogona kuenderera, uye shanduko muindasitiri yemotokari dziri kusimukira zvakadzama.
Pavanenge vachitaura zvikonzero zvekudzingwa uye kugadziriswa kwebhizinesi, makambani matatu aya akataura mazwi akati wandei: mamiriro ehupfumi, mamiriro emari, uye kuiswa kwemagetsi.
Chikonzero chakananga chekudzingwa kweBosch ndechekuti kuvandudza kwekutyaira kwakazara kunononoka pane zvaitarisirwa. Kambani iyi yakati kudzingwa basa uku nehupfumi husina kusimba uye inflation yakakwira. "Kushaya simba kwehupfumi uye kukwira kwemitengo kwakakwira kunokonzerwa, pakati pezvimwe, kuwedzera kwesimba uye mutengo wezvigadzirwa pari zvino uri kudzikisira shanduko," Bosch akadaro mukutaura kwepamutemo.
Parizvino, hapana ruzivo rwevanhu uye mishumo pamusoro pekushanda kwebhizimisi kweBosch Group's automotive division muna 2023. Zvisinei, kutengesa kwayo motokari yebhizimisi muna 2022 ichava 52.6 bhiriyoni euros (inenge RMB 408.7 bhiriyoni), kuwedzera kwegore negore. 16%. Nekudaro, iyo purofiti margin ndiyo yakaderera pakati pemabhizinesi ese, pa3.4%. Nekudaro, bhizinesi rayo remotokari rakagadziridzwa muna 2023, izvo zvinogona kuunza kukura kutsva.
Valeo akataura chikonzero chekudzingwa muchidimbu: kuvandudza kukwikwidza uye kugona kweboka mumamiriro ekuisa magetsi emotokari. Vezvenhau vekune dzimwe nyika vakashuma kuti mutauriri weValeo akati: "Tinotarisira kusimbisa kukwikwidza kwedu nekugadzira sangano rinoshanduka, rinowirirana uye rakakwana."
Chinyorwa chiri pawebhusaiti yepamutemo yeValeo inoratidza kuti kutengesa kwekambani muhafu yekutanga ye2023 kuchasvika 11.2 bhiriyoni euros (inenge RMB 87 bhiriyoni), gore negore kuwedzera kwe19%, uye purofiti yekushanda ichasvika 3.2%. iyo yakakwirira kudarika nguva imwechete muna 2022. Kuita kwemari muhafu yechipiri yegore kunotarisirwa kuchavandudza. Uku kugadzika kunogona kunge kuri kwekutanga kurongeka uye gadziriro yekuchinja kwemagetsi.
ZF yatiwo kusandurwa kwemagetsi ndiko kwakonzera kudzimwa mabasa. Mumwe mutauriri weZF akati kambani iyi haidi kugumura vashandi, asi nyaya yekuchinja kwemagetsi ichaita kuti zvimwe zvinzvimbo zvibviswe.
Chirevo chezvemari chinoratidza kuti kambani yakawana kutengesa kwe23.3 bhiriyoni euros (inenge RMB 181.1 bhiriyoni) muhafu yekutanga ye2023, kuwedzera kweanosvika gumi muzana kubva mukutengesa kwe21.2 bhiriyoni euros (inenge RMB 164.8 bhiriyoni) munguva imwechete yekupedzisira gore. Zvose zvinotarisirwa nemari zvakanaka. Nekudaro, iyo kambani parizvino sosi yekuwana mari ibhizimusi rine chekuita nemotokari yemafuta. Mumamiriro ezvinhu ekushandurwa kwemotokari kumagetsi, bhizinesi rakadaro rinogona kunge riine dzimwe njodzi dzakavanzika.
Zvinogona kuoneka kuti kunyangwe mamiriro ehupfumi asina kunaka, bhizinesi guru remakambani echinyakare anotengesa mota richiri kukura. Auto parts veterans vari kumisa vashandi mumwe mushure memumwe kutsvaga shanduko uye kugashira kusamira kwemagetsi muindasitiri yemotokari.
02.
Ita zvigadziriso kune zvigadzirwa zvesangano uye tora danho rekutsvaga shanduko
Panyaya yeshanduko yemagetsi, vatengesi vemotokari vakati wandei vakasiya vashandi pakutanga kwegore vane maonero nemaitiro akasiyana.
Bosch inotevera maitiro e "software-defined cars" uye yakagadzirisa bhizinesi rayo bhizinesi muna Chivabvu 2023. Bosch yakagadzira yakaparadzana Bosch Intelligent Transportation bhizinesi unit, ine zvikamu zvinomwe zvebhizinesi: electric drive system, mota inofamba yakangwara control, masimba emagetsi, kutyaira zvine hungwaru uye kutonga, mota dzemagetsi, hungwaru hwekufambisa mushure mekutengesa uye Bosch mota dzekugadzirisa sevhisi network. Aya mabhizinesi manomwe mayuniti ese akagoverwa akachinjika uye emuchinjiko-mudhipatimendi mabasa. Izvi zvinoreva kuti, havazo "pemha vavakidzani vavo" nekuda kwekuparadzaniswa kwebhizimisi, asi vachagadzira zvikwata zvepurojekiti zvakabatana chero nguva zvichienderana nezvinodiwa nevatengi.
Pakutanga, Bosch yakawanawo British autonomous driving startup shanu, yakadyarwa muNorth America mafekitori ebhatiri, yakawedzera European chip kugadzirwa kwehuwandu, yakagadziridzwa mafekitori emota dzemotokari dzeNorth America, nezvimwewo, kutarisana nemaitiro emagetsi.
Valeo akanongedza mune yayo 2022-2025 hurongwa uye zvemari maonero kuti indasitiri yemotokari yakatarisana nekuchinja kukuru kusati kwamboitika. Kuti isangane nekukasira shanduko yemaindasitiri, kambani yakazivisa kuvhurwa kwehurongwa hweMove Up.
Valeo inotarisa pane yayo mana emabhizinesi mayuniti: powertrain masisitimu, zvinopisa masisitimu, nyaradzo uye kutyaira yekubatsira masisitimu, uye anoona masisitimu ekukurumidzira kusimudzira kwemagetsi uye epamberi kutyaira system yekubatsira misika. Valeo anoronga kuwedzera huwandu hwezvigadzirwa zvekuchengetedza mabhasikoro mumakore mana anotevera uye kuwana kutengesa kwakazara kwe27.5 bhiriyoni euros (inenge RMB 213.8 bhiriyoni) muna 2025.
ZF yakazivisa muna Chikumi gore rapfuura kuti icharamba ichigadzirisa hurongwa hwayo. Iyo yevafambi mota chassis tekinoroji uye inoshanda yekuchengetedza tekinoroji zvikamu zvaizobatanidzwa kuti zvigadzire chikamu chitsva chakabatanidzwa chassis mhinduro. Panguva imwecheteyo, kambani yakatangawo 75-kg yemagetsi dhiraivha emhando yepamusoro-compact mota dzevatakuri, uye yakagadzira thermal management system uye waya yekudzora tambo yemotokari dzemagetsi. Izvi zvinoratidza zvakare kuti shanduko yeZF mukugadzira magetsi uye nehungwaru network chassis tekinoroji ichakurumidza.
Pakazere, vangangove vese vatengesi vezvikamu zvemotokari dzechinyakare vakagadzirisa uye nekusimudzira maererano nehurongwa hwehurongwa uye dudziro yechigadzirwa R&D kuti vatarisane nekuwedzera kwemaitiro emagetsi emotokari.
03.
Mhedziso: Mafungu ekudzingwa anogona kuenderera mberi
Mumafungu ekuiswa kwemagetsi muindasitiri yemotokari, nzvimbo yekusimudzira musika yevatengesi vezvikamu zveauto zvikamu zvishoma nezvishoma yakatsikirirwa. Kuti vatsvage mapoinzi matsva ekukura uye kuchengetedza chimiro chavo cheindasitiri, hofori dzakapinda munzira yeshanduko.
Uye kusiya mabasa ndeimwe yedzakanyanya kukosha uye yakananga nzira dzekudzikisa mutengo uye kuwedzera kushanda zvakanaka. Mafungu ekugadzirisa kwevashandi, kugadziridzwa kwesangano uye kuderedzwa kunokonzerwa neiyi wave yemagetsi inogona kunge iri kure nekupera.
Nguva yekutumira: Jan-26-2024