Cov Qauv Lag Luam Thoob Ntiaj Teb rau Cov Cuab Yeej Siv Hluav Taws Xob: Daim Ntawv Qhia Txog Kev Tshawb Fawb Txog Kev Lag Luam 2024-2025

Cov Qauv Lag Luam Thoob Ntiaj Teb rau Cov Cuab Yeej Siv Hluav Taws Xob: Daim Ntawv Qhia Txog Kev Tshawb Fawb Txog Kev Lag Luam Xyoo 2024-2025

1. Kev Loj Hlob ntawm Kev Lag Luam Thoob Ntiaj Teb thiab Kev Xav Tau Sib Txawv

2. Cov Ntsiab Lus Txog Kev Tsim Kho Tshiab: Cov Roj Teeb Lithium-ion, Kev Txawj Ntse, thiab Kev Txhim Kho Khoom Siv

3. Kev Lag Luam Hauv Cheeb Tsam: Cov Yam Ntxwv Sib Txawv ntawm North America, Tebchaws Europe, thiab Cov Lag Luam Tshiab

4. Kev Hloov Pauv ntawm Kev Sib Tw: Kev Sib Sau Ua Ke ntawm Cov Neeg Ua Si Tseem Ceeb thiab Cov Tswv Yim Tshiab rau Kev Lag Luam Thoob Ntiaj Teb

5. Kev Ua Raws Cai thiab Kev Txhim Kho Kom Ruaj Khov: Kev Hloov Pauv Kev Lag Luam Uas Muaj Txoj Cai Tswjfwm

I. Kev Loj Hlob ntawm Kev Lag Luam Thoob Ntiaj Teb thiab Kev Xav Tau Sib Txawv

Xyoo 2024, kev lag luam thoob ntiaj teb cov cuab yeej siv hluav taws xob tau tshaj $ 50 billion, qhia txog ob qho qauv ntawm "kev loj hlob ruaj khov hauv cov khoom lag luam qib kev lag luam thiab kev nthuav dav sai hauv cov khoom lag luam qib neeg siv khoom." North America, nrog $ 15.76 billion, suav txog 41% ntawm kev lag luam thoob ntiaj teb, ua rau thaj chaw siv khoom loj tshaj plaws. Qhov no feem ntau yog vim muaj kev thov ntau ntxiv rau cov cuab yeej siv hauv kev tsim kho uas tsav los ntawm kev rov zoo ntawm vaj tse, nrog rau kev tsim kho thiab cov khoom lag luam ntsig txog kev suav txog 40% ntawm kev lag luam. Los ntawm kev pom ntawm daim ntawv thov, kev lag luam tseem yog qhov tseem ceeb ntawm kev thov (suav txog 37%). Cov ntawv thov siab xws li kev tsim tsheb tshiab thiab aerospace tab tom tsav tsheb nce tus nqi nruab nrab ntawm cov khoom lag luam qib kev tshaj lij los ntawm 12% -15%, piv txwv li, qhov yuam kev ntawm lub cev tsheb sib tsoo cov cuab yeej yuav tsum tau tswj hwm hauv ± 0.1 hli.

Txawm li cas los xij, kev ua lag luam ntawm cov neeg siv khoom qhia tau tias muaj kev loj hlob zoo dua. Kev nrov npe ntawm DIY kab lis kev cai thiab kev koom ua ke ntawm cov tsev ntse tsim kom muaj kev thov tshiab. Xyoo 2024, tus nqi loj hlob ntawm cov cuab yeej hluav taws xob hauv tsev tau txog 8%, siab dua li 5% -6% kev loj hlob ntawm kev ua lag luam tshaj lij. Cov khoom siv tsis muaj xov hlau tau dhau los ua lub khw tseem ceeb. Xyoo 2024, kev lag luam thoob ntiaj teb cov cuab yeej hluav taws xob tsis muaj hlua tau txog US $ 28.63 billion, nrog rau tus nqi nkag mus ntau dua 59%. Ntawm lawv, cov cuab yeej vaj xws li cov tshuab txiav nyom ntse thiab cov tshuab ntxuav pas dej tau dhau los ua qhov chaw kub rau kev hloov kho dua tshiab, nrog rau kev nce txhua xyoo ntawm 23% hauv tus nqi nkag mus hauv cov tsev neeg European thiab Asmeskas.

II. Cov Ntsiab Lus Tseem Ceeb Txog Kev Tsim Kho Tshiab: Cov Roj Teeb Lithium-ion, Kev Txawj Ntse, thiab Kev Txhim Kho Cov Khoom Siv

1. Kev Nkag Mus Rau Hauv Cov Roj Teeb Lithium-ion

Kev tsim kho tshiab ntawm cov thev naus laus zis roj teeb lithium tab tom ua kom kev lag luam hloov pauv tsis muaj xov hlau sai dua. Xyoo 2024, lub ntiaj teb lithium-ion roj teeb nkag mus rau hauv cov cuab yeej hluav taws xob tau txog 90.21%, nrog rau lub zog ceev tshaj 300Wh / kg, ua rau cov khoom lag luam ntau ntxiv 40%. 15-feeb ceev them thev naus laus zis maj mam kis mus thoob plaws, txo qhov tsis ua haujlwm. Hauv kev lag luam kev tshaj lij, 48V thiab siab dua high-voltage platforms tau dhau los ua qhov kev teeb tsa tseem ceeb. Ua ke nrog silicon carbide (SiC) fais fab khoom siv, tag nrho cov kev siv hluav taws xob tau txhim kho ntau dua 18%, thiab feem ntawm kev ua lag luam tau txog 12% hauv xyoo 2025. Nws xav tias yuav tswj hwm kev lag luam kev lag luam los ntawm xyoo 2030. Qhov piv ntawm daim ntawv thov ntawm lithium hlau phosphate (LFP) roj teeb hauv cov khoom lag luam kev tshaj lij tau dhia los ntawm tsawg dua 5% hauv xyoo 2021 mus rau 22.3% hauv xyoo 2025, ua qhov kev xaiv nyiam rau cov xwm txheej tshiab ntawm kev tsim hluav taws xob vim nws cov txiaj ntsig kev nyab xeeb.

2. Kev Sib Koom Tes ntawm Cov Tshuab Ntse thiab Internet ntawm Yam (IoT)

Tus nqi nkag mus ntawm cov cuab yeej hluav taws xob ntse tab tom nce ntxiv sai sai, ncav cuag 28% hauv xyoo 2025 thiab kwv yees tias yuav tshaj 50% hauv xyoo 2030. Cov ntawv thov thev naus laus zis qhia txog kev sib cais: cov khoom lag luam-qib tsom mus rau kev tswj hwm huab thiab kev sib txuas lus ntawm cov ntaub ntawv; piv txwv li, Milwaukee's ONE-KEY system ua rau muaj kev saib xyuas qhov xwm txheej deb thiab kev tswj hwm lub voj voog txij nkawm rau ntau pua lub cuab yeej. Cov khoom lag luam rau cov neeg siv khoom hais txog cov haujlwm ntse me me, kev sib koom ua ke ntawm Bluetooth kev sib txuas, cov lus qhia app, thiab cov lus qhia suab kom txo qhov teeb meem nkag mus. Tus nqi siv ntawm IoT modules tau nce ntxiv los ntawm 15% hauv xyoo 2022 mus rau 37% hauv xyoo 2024, ua rau muaj kev kwv yees txij nkawm los ntawm cov khoom xws li cov sensors vibration, txo cov nqi tom qab muag los ntawm 30% thiab txuas ntxiv lub neej khoom los ntawm 25%.

3. Cov Khoom Siv thiab Cov Txheej Txheem Tshiab
Kev siv cov khoom siv uas tsis muaj carbon ntau tau dhau los ua ib txoj kev tshiab rau kev txhim kho thev naus laus zis. Xyoo 2024, kev siv cov polycarbonate thiab cov yas bio-based rov ua dua tshiab hauv cov cuab yeej cuab tam tau txog 30%, thiab kev siv cov magnesium alloy housing tau nce ntxiv los ntawm 12% mus rau 35%, txo cov pa roj carbon los ntawm qhov nruab nrab ntawm 1.2 kg ib yam khoom. Hauv cov kab khoom kim heev, qhov nkag mus ntawm cov khoom siv carbon fiber kis tau mus txog 28%, ua tiav qhov hnyav txo 20% -30% thaum txhim kho lub zog, ua kom zoo dua qhov kev paub ua haujlwm ntawm tus neeg siv. Cov txheej txheem hloov pauv ntawm cov brushless motors tab tom nrawm dua, nrog rau qhov nkag mus thoob ntiaj teb ncav cuag 55% hauv xyoo 2025, nce 25 feem pua ​​piv rau xyoo 2021, tsav tsheb kev txhim kho kev siv hluav taws xob tag nrho ntau dua 40%, thiab xav tias yuav tshaj 80% los ntawm xyoo 2030.

III. Kev Lag Luam Hauv Cheeb Tsam: Cov Yam Ntxwv Sib Txawv ntawm North America, Tebchaws Europe, thiab Cov Lag Luam Tshiab

1. Kev Lag Luam Hauv Tebchaws Meskas Sab Qaum Teb: Kev Rov Qab Zoo Dua Vaj Tse thiab Kev Hloov Pauv Channel
Ua lub ntiaj teb kev lag luam loj tshaj plaws, North America tau pom qhov kev thov loj hlob ntawm 7.8% hauv xyoo 2024, nrog rau kev rov qab los ntawm kev muag tsev tshiab thiab cov tsev uas twb muaj lawm ua rau muaj kev thov ntau ntxiv rau cov cuab yeej siv hauv kev tsim kho. Hauv cov channel, e-commerce txuas ntxiv nce nws cov feem, nrog rau cov platforms zoo li Amazon ua lub hauv paus ntawm kev sib tw hom. Txawm li cas los xij, cov cai tswjfwm se tau ua rau cov tuam txhab Suav ua kom nrawm dua kev xa tawm peev xwm tsim khoom hauv Mexico thiab Nyab Laj kom hla dhau cov teeb meem kev lag luam. Cov platforms e-commerce hauv zej zog xws li TikTok Shop tau tshwm sim, nrog rau kev muag khoom ntawm cov cuab yeej tshaj 20 billion yuan hauv xyoo 2024. Cov hom lag luam tshiab tau txais 60% ntawm cov feem ntawm kev lag luam los ntawm kev lag luam raws li qhov xwm txheej.

2. Kev Lag Luam Hauv Tebchaws Europe: Kev Ua Raws Cai Zoo Tshaj Plaws thiab Kev Ua Raws Cai Ib puag ncig
Kev ua lag luam hauv Tebchaws Europe tau txog $ 13.84 billion. Lub Tebchaws Yelemees thiab Fabkis pom muaj kev thov ntau rau cov tshuab txiav nyom ntse thiab cov cuab yeej siv hauv kev lag luam siab, nrog rau cov khoom lag luam siab tshaj plaws suav txog ntau dua 50%. Ntawm theem txoj cai, EU's Circular Economy Action Plan xav kom muaj 70% rov ua dua tshiab rau cov cuab yeej hluav taws xob los ntawm 2030, txhawb kev tsim qauv modular ntawm cov tuam txhab. ERP III daim ntawv pov thawj kev siv hluav taws xob ua kom muaj zog txaus siv tsawg dua 0.5W, yuam cov tuam txhab kom nce lawv qhov kev siv zog R&D los ntawm 3.2% hauv 2023 mus rau 4.5% hauv 2025. Kev siv Digital Product Passport (DPP) ua rau cov nqi ua raws li txoj cai nce ntxiv, ua rau muaj kev txiav txim siab ntawm cov tuam txhab ua lag luam nrog cov ntawv pov thawj tiav.

3. Cov Lag Luam Tshiab: Cov teb chaws Es Xias Qab Teb thiab Middle East tau los ua lub cav loj hlob. Cov lag luam hauv Asia-Pacific (tsis suav nrog Tuam Tshoj), Southeast Asia, thiab Middle East tau qhia txog kev loj hlob zoo. Kev loj hlob txhua xyoo ntawm Southeast Asia tau txog 18% -25%, feem ntau yog los ntawm kev nqis peev hauv kev tsim kho vaj tse thiab kev txhim kho kev siv. Thaj av RCEP tau dhau los ua qhov tseem ceeb tshiab ntawm kev lag luam. Hauv peb lub hlis thawj zaug ntawm xyoo 2025, Tuam Tshoj cov cuab yeej hluav taws xob xa tawm mus rau Nyab Laj thiab Thaib tau nce 34% thiab 28% txhua xyoo, raws li, nrog rau kev tsim cov chaw tsim khoom hauv zos thiab cov kev pabcuam hauv zos tau los ua qhov tseem ceeb rau kev nthuav dav ntawm lub tuam txhab. Kev lag luam Middle East, uas vam khom cov haujlwm hluav taws xob tshiab, tab tom ntsib kev nce txhua xyoo ntau dua 20% ntawm kev thov rau cov cuab yeej hluav taws xob qib kev lag luam, ua qhov chaw sib ntaus sib tua tshiab rau cov hom lag luam siab.

IV. Kev Hloov Pauv ntawm Kev Sib Tw: Kev Sib Sau Ua Ke ntawm Cov Neeg Ua Si Tseem Ceeb thiab Cov Tswv Yim Tshiab rau Kev Lag Luam Thoob Ntiaj Teb

1. Kev Sib Txawv Ntau Ntxiv Ntawm Cov Qib Hom Lag Luam
Lub lag luam no muaj cov "tuam txhab txawv teb chaws uas tswj hwm kev lag luam kim heev, thaum cov hom lag luam hauv tebchaws tab tom nkag mus rau hauv nruab nrab." Bosch, Makita, thiab TTI, peb lub hom lag luam thoob ntiaj teb loj, tuav 60% ntawm kev lag luam kim heev. Bosch tau nqis peev 5 billion yuan hauv R&D rau cov cuab yeej ntse, thiab Makita npaj kom nws cov khoom siv hluav taws xob tshiab pab txhawb 40% ntawm nws cov nyiaj tau los txog rau xyoo 2030. Cov hom lag luam hauv tebchaws tab tom txeeb kev lag luam nruab nrab los ntawm kev tsim kho tshiab thiab cov txiaj ntsig zoo ntawm tus nqi. Quanzhou Capital thiab Gree Electric Appliances tau ua tiav 15% -18% ntawm kev lag luam rau lawv cov hom lag luam hauv North America. Kev lag luam thoob ntiaj teb CR5 kwv yees tias yuav nce ntxiv los ntawm 38% mus rau 45% txog xyoo 2025, thaum cov lag luam me thiab nruab nrab (SMEs) tab tom ua kom lawv tawm ntawm kev lag luam vim yog kev siv thev naus laus zis qis dua.

2. Txoj Kev Tshiab Mus Rau Kev Thoob Ntiaj Teb
Feem ntau cov tuam txhab lag luam tab tom siv tus qauv "kev tso cai siv thev naus laus zis + kev tsim khoom hauv zos" los zam kev cuam tshuam kev lag luam. Quanzhou Capital lub peev xwm tsim khoom hauv Thaib teb tau nce mus txog 30%, thiab Giant Star Technology tau tsim lub Hoobkas sib dhos hauv Mexico los pabcuam rau kev lag luam North American. Kev sib koom ua ke thiab kev yuav khoom tau dhau los ua ib txoj hauv kev tseem ceeb ntawm kev nthuav dav hom. Cov tuam txhab Suav tau txais cov ntawv pov thawj thev naus laus zis sai sai thiab xa cov peev txheej los ntawm kev yuav cov npe thoob ntiaj teb xws li SKIL thiab German Flex. Kev faib tawm ntawm lawv cov npe xa tawm tau nce ntxiv los ntawm 25% hauv xyoo 2020 mus rau 39% hauv xyoo 2024.

3. Kev Hloov Pauv ntawm Cov Channel Hloov Kho Cov Cai ntawm Kev Sib Tw. Qhov feem pua ​​ntawm cov channel online txuas ntxiv nce, thiab xav tias yuav tshaj 50% txog xyoo 2030. Kev tshaj tawm hauv online thiab kev tshaj tawm hauv social media tau dhau los ua lub cav tshiab rau kev nrhiav cov neeg siv khoom lag luam. Kev xa mus rau cov tsev rau khoom txawv teb chaws tab tom nrawm dua. Xyoo 2024, cov khoom muag ntawm cov npe Suav hauv cov tsev rau khoom txawv teb chaws tau nce 170%, thiab kev xa khoom raws sijhawm tau txo qis rau hauv 3 hnub, ua rau kev paub ntawm cov neeg siv khoom zoo dua. Cov channel offline tab tom hloov mus ua "cov khw muag khoom paub + cov chaw pabcuam tom qab muag," ua kom cov neeg siv khoom siv tau zoo dua los ntawm kev tso saib raws li qhov xwm txheej thiab cov kev pabcuam tshaj lij. Cov nyiaj tau los ntawm cov kev pabcuam tom qab muag rau cov tuam txhab ua lag luam tau tshaj 10%, thiab cov nyiaj tau los ntawm cov kev pabcuam kuaj mob deb yog siab txog 65% -70%.

V. Kev Ua Raws Cai thiab Kev Txhim Kho Kom Ruaj Khov: Kev Hloov Pauv Kev Lag Luam Uas Muaj Txoj Cai Tswjfwm

1. Kev Txhim Kho Kev Siv Hluav Taws Xob Thoob Ntiaj Teb thiab Cov Qauv Kev Nyab Xeeb
Cov cai tswjfwm hauv ntau lub tebchaws tab tom nruj zuj zus. Ministry of Industry thiab Information Technology xyoo 2024 kev kho dua tshiab ntawm "Kev Txwv Kev Siv Hluav Taws Xob thiab Qib Kev Siv Hluav Taws Xob rau Cov Cuab Yeej Hluav Taws Xob" tau tsa qhov tsawg kawg nkaus ntawm kev siv hluav taws xob rau Class I. cov cuab yeej los ntawm 12% thiab ntxiv cov ntsuas kev ntsuas kev siv hluav taws xob rau Cov Txheej Txheem Tswj Xyuas Roj Teeb (BMS). EU thiab Tebchaws Meskas tib lub sijhawm tau txhim kho lawv cov qauv kev nyab xeeb, tsim cov kev cai siab dua rau kev nyab xeeb hluav taws xob, lub zog kho tshuab, thiab kev tswj qhov kub thiab txias nce, tsav tsheb kev lag luam kom tshem tawm 12% ntawm cov peev xwm tsim khoom qub. Lub kaw lus cim kev siv hluav taws xob tau raug siv tag nrho, nrog rau kev muag khoom online ntawm cov cuab yeej hluav taws xob nrog cov ntawv cim kev siv hluav taws xob nce ntxiv 37.2% txhua xyoo hauv xyoo 2024, ntau dua li qhov nruab nrab ntawm kev lag luam.

2. Cov Kev Cai rau Carbon Footprint thiab Green Supply Chain
Lub hom phiaj "ob chav carbon" yog tsav tsheb kev hloov pauv ntawm kev txo cov pa roj carbon hauv kev lag luam. Kev thov thoob ntiaj teb rau cov khoom lag luam qis carbon tau nce siab. Xyoo 2024, kev xa tawm ntawm cov cuab yeej hluav taws xob nrog daim ntawv pov thawj carbon footprint sab nraud tau txog 34.7%, ob npaug piv rau xyoo 2022. Cov tuam txhab lag luam tab tom ua kom nrawm dua kev tsim cov chaw tsim khoom xoom-carbon. Ntawm 20 lub tuam txhab saum toj kawg nkaus hauv kev lag luam, 12 tau ua tiav lossis tab tom tsim cov chaw tsim khoom xoom-carbon / ze-xoom-carbon, nrog kev siv hluav taws xob ib chav ntawm cov zis txo qis los ntawm 22.5% piv rau xyoo 2020. Lub kaw lus rov ua dua roj teeb maj mam txhim kho, thiab nws xav tias tus nqi rov ua dua roj teeb hauv kev lag luam yuav nce ntxiv los ntawm tam sim no tsawg dua 15% mus rau ntau dua 40% los ntawm xyoo 2026, txo cov pa roj carbon uas zais rau hauv kev khawb cov khoom siv raw.

3. ESG Ua Ib Qho Kev Sib Tw Tshiab
Kev ua tau zoo ntawm ESG muaj feem cuam tshuam loj heev rau kev ntsuas tus nqi ntawm cov tuam txhab. Kev ua lag luam peev muab rau cov thawj coj ESG tus nqi ntxiv ntawm 15% -20%, thiab tus lej ntawm cov tuam txhab uas cog lus RE100 tau nce mus txog 8. Tsoomfwv kev yuav khoom tab tom txhawb nqa nws txoj kev taw qhia ntsuab, nrog ntau lub tebchaws suav nrog cov cuab yeej siv hluav taws xob theem 1 hauv lawv qhov kev yuav khoom tseem ceeb. Nws xav tias cov khoom ntsuab yuav suav txog ntau dua 60% ntawm kev yuav khoom pej xeem los ntawm xyoo 2026. Kev ua raws li ESG ntawm cov khoom xa tuaj tau dhau los ua qhov yuav tsum tau ua ua ntej, nrog cov neeg siv khoom hauv qab xav tau cov neeg muab khoom los muab cov ntawv qhia txog carbon footprint, kev tiv thaiv cov cai ua haujlwm, thiab lwm cov ntaub ntawv txhawb nqa, txhawb kev txhim kho kom ruaj khov thoob plaws hauv kev lag luam tag nrho.

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