Ngā Auahatanga o te Mākete Utauta Hiko o te Ao: Pūrongo Tātari Ahumahi 2024-2025

Ngā Auahatanga o te Mākete Utauta Hiko o te Ao: Pūrongo Tātari Ahumahi 2024-2025

1. Te Rahi o te Mākete o te Ao me te Ia o te Rerekētanga o te Hanganga Tono

2. Ngā Kaupapa Auahatanga Hangarau: Ngā Pūhiko Lithium-ion, te Maramaramatanga, me ngā Whakapai Ake Rauemi

3. Ngā Āhuatanga o te Mākete Rohe: Ngā Āhuatanga Rerekē o Amerika Te Raki, o Ūropi, me ngā Mākete Pūkenga

4. Te Whanaketanga o te Whenua Whakataetae: Te Arotahi o ngā Kaitākaro Matua me ngā Rautaki Hou mō te Ao Whānui

5. Te Whakatutukitanga me te Whakawhanaketanga Tauwhiro: Te Hurihanga Ahumahi e Ārahihia ana e te Kaupapa Here

I. Te Rahi o te Mākete o te Ao me te Ia o te Rerekētanga o te Hanganga Tono

I te tau 2024, kua eke te mākete taputapu hiko o te ao ki te tohu $50 piriona, e whakaatu ana i te tauira rua o te "tipu pumau o ngā hua ahumahi me te tere o te horapa o ngā hua kaihoko." Ko Amerika Te Raki, me te $15.76 piriona, e 41% o te wahanga mākete o te ao, ā, koia te rohe kaihoko nui rawa atu. Ko te take nui o tēnei ko te pikinga o te tono mō ngā taputapu hanga i akiakihia e te whakaoranga o te whenua, me ngā hua hanga me ngā hua rori e 40% o te mākete. Mai i te tirohanga tono, ko te rāngai ahumahi tonu te pūtake matua o te tono (e 37%). Ko ngā tono teitei pēnei i te hanga waka hiko hou me te rererangi kei te piki ake te utu toharite o ngā hua ngaio mā te 12%-15%, hei tauira, me whakahaere te hapa tika o ngā taputapu huri tinana motuka i roto i te ±0.1mm.

Heoi, e whakaatu ana te mākete kaihoko i te kaha ake o te tipu. Ko te rongonuitanga o te ahurea DIY me te whakaurunga o ngā whare atamai kei te hanga tono hou. I te tau 2024, i eke te tere tipu o ngā taputapu hiko o te whare ki te 8%, he nui ake i te tere tipu 5%-6% o te mākete ngaio. Ngā hua kore-waea kua noho hei mākete matua. I te tau 2024, i eke te mākete taputapu hiko kore ahokore o te ao ki te US$28.63 piriona, me te reiti urunga neke atu i te 59%. I roto i ēnei, ko ngā taputapu māra pēnei i ngā mīhini tapahi tarutaru atamai me ngā kaihoroi kaukau kua noho hei wāhi rongonui mō ngā whakapainga kai, me te pikinga ā-tau o te 23% o te reiti urunga i roto i ngā whare Pākehā me Amerika.

II. Ngā Kaupapa Matua o te Auahatanga Hangarau: Ngā Pūhiko Lithium-ion, te Maramaramatanga, me ngā Whakapai Ake Rauemi

1. Te Whakaurunga Hōhonu o ngā Pūhiko Lithium-ion

Ko te whanaketanga auau o te hangarau pākahiko lithium kei te whakateretere i te panonitanga ahokore o te umanga. I te tau 2024, ko te tere o te urunga o te pākahiko lithium-ion o te ao ki ngā taputapu hiko kua eke ki te 90.21%, me te kiato pūngao neke atu i te 300Wh/kg, ka piki ake te whānuitanga hua mā te 40%. Kei te horapa haere te hangarau utu tere 15-meneti, ka whakaitihia te wā whakatā. I roto i te mākete ngaio, kua noho ko ngā papaaho ngaohiko teitei 48V me runga ake hei whirihoranga matua. I te whakakotahitanga me ngā taputapu hiko silicon carbide (SiC), ka pai ake te whai huatanga pūngao whānui mā te neke atu i te 18%, ā, kua eke te wahanga mākete ki te 12% i te tau 2025. E matapaetia ana ka noho hei rangatira i te mākete ahumahi i te tau 2030. Ko te ōwehenga tono o ngā pākahiko lithium rino phosphate (LFP) i roto i ngā hua ngaio i piki ake mai i raro i te 5% i te tau 2021 ki te 22.3% i te tau 2025, ka noho ko te whiringa pai mō ngā horopaki hangarau pūngao hou nā ōna painga haumaru.

2. Te Whakaurunga o te Hangarau Atamai me te Ipurangi o ngā Mea (IoT)

Kei te tere piki haere te tere urunga o ngā taputapu hiko atamai, tae atu ki te 28% i te tau 2025, ā, e matapaetia ana ka neke atu i te 50% i te tau 2030. Kei te whakaatuhia he wehewehenga o ngā tono hangarau: ko ngā hua taumata-ahumahi e aro ana ki te whakahaere kapua me te hononga raraunga; hei tauira, mā te pūnaha ONE-KEY a Milwaukee ka taea te aroturuki tūnga mamao me te whakahaere huringa tiaki mō ngā rau taputapu. Ko ngā hua taumata-kaihoko e aro nui ana ki ngā mahi atamai māmā, e whakauru ana i te hononga Nihokikorangi, ngā akoranga taupānga, me ngā tohu reo hei whakaiti i te arai ki te urunga. I piki ake te tere tango o ngā kōwae IoT mai i te 15% i te tau 2022 ki te 37% i te tau 2024, ka taea ai te tiaki matapae mā roto i ngā wāhanga pēnei i ngā pūoko wiri, ka whakaiti i ngā utu i muri i te hoko mā te 30% me te whakaroa i ngā huringa ora o te hua mā te 25%.

3. Auahatanga Rauemi me te Tukanga
Kua noho te whakamahinga o ngā rauemi waro-iti hei huarahi hou mō ngā whakapainga hangarau. I te tau 2024, kua eke te tere whakamahinga o te polycarbonate hangarua me ngā kirihou hanga-koiora i roto i ngā whare taputapu ki te 30%, ā, kua piki ake te tere whakamahinga o ngā whare konupora konupora mai i te 12% ki te 35%, ka whakaitihia ngā tukunga waro mā te toharite o te 1.2 kg mō ia hua. I roto i ngā raina hua teitei, kua eke te tere urunga o ngā wāhanga tuku muka waro ki te 28%, ka tutuki te whakahekenga taumaha 20%-30% me te whakapai ake i te kaha, ka tino arotau i te wheako whakahaere a te kaiwhakamahi. Kei te tere haere te tukanga whakakapinga o ngā motuka kore paraihe, me te tere urunga o te ao ki te 55% i te tau 2025, he pikinga o te 25 ōrau ki te whakataurite ki te tau 2021, e akiaki ana i te whakapainga o te whai huatanga pūngao whānui neke atu i te 40%, ā, e matapaetia ana ka neke atu i te 80% i te tau 2030.

III. Ngā Āhuatanga o te Mākete Rohe: Ngā Āhuatanga Rerekē o Amerika Te Raki, o Ūropi, me ngā Mākete Pūkenga

1. Mākete o Amerika Te Raki: Te Whakaora i ngā Whenua me te Huringa o te Hongere
I te mea ko Amerika Te Raki te mākete nui rawa atu o te ao, i kite ia i te pikinga o te tono 7.8% i te tau 2024, me te pikinga ake o ngā hoko whare hou me ngā hoko whare o nāianei i akiaki i te pikinga o te tono mō ngā taputapu hanga. Mō ngā hongere, i piki haere tonu te wāhi o te hokohoko ipurangi, me ngā papaaho pēnei i a Amazon hei kaupapa matua o te whakataetae waitohu. Heoi, nā ngā kaupapa here taripa i akiaki ngā kamupene Haina ki te tere ake te whakatinanatanga o te kaha whakaputa i Mexico me Vietnam hei karo i ngā arai hokohoko. I puta ake ngā papaaho hokohoko pāpori pēnei i a TikTok Shop, me ngā hoko taputapu ora neke atu i te 20 piriona yuan i te tau 2024. I hopukina e ngā waitohu hou te 60% o te wāhi mākete mā te hokohoko e hangai ana ki ngā āhuatanga.

2. Mākete Pākehā: Te Utu Pai me te Ārahi i te Whakatutukitanga Taiao
I eke te mākete Pākehā ki te $13.84 piriona. I kite a Tiamana me Parani i te tono nui mō ngā mīhini tapahi tarutaru atamai me ngā taputapu ahumahi tino tika, me ngā hua kounga teitei neke atu i te 50%. I te taumata kaupapa here, e hiahiatia ana e te Mahere Mahi Ōhanga Porowhita a te EU he reiti hangarua 70% mō ngā taputapu hiko i te tau 2030, e whakatairanga ana i te hoahoa modular i waenga i ngā kamupene. Ko te tiwhikete whai huatanga pūngao ERP III e whakahau ana i te whakamahinga hiko tūmatanui i raro i te 0.5W, e akiaki ana i ngā kamupene ki te whakanui ake i tā rātou kaha R&D mai i te 3.2% i te tau 2023 ki te 4.5% i te tau 2025. Ko te whakatinanatanga o te Uruwhenua Hua Mamati (DPP) ka piki ake ngā utu ture, ka hua ake he kukū o ngā ota i waenga i ngā kamupene matua me ngā tiwhikete katoa.

3. Ngā Mākete Puta Ake: Ko Āhia ki te Tonga-mā-rāwhiti me te Waenganui Rawhiti hei Pūkaha Tipu. Kei te whakaatu ngā mākete o Āhia-Moananui-a-Kiwa (haunga a Haina), Āhia ki te Tonga-mā-rāwhiti, me te Waenganui Rawhiti i te kaha o te tipu. I eke te tere tipu ā-tau o Āhia ki te Tonga-mā-rāwhiti ki te 18%-25%, ko te nuinga o ngā painga he haumi hanganga me ngā whakapainga kai. Kua noho te rohe RCEP hei kaupapa hokohoko hou. I te hauwhā tuatahi o te tau 2025, i piki ake ngā kaweake taputapu hiko a Haina ki Vietnam me Thailand mā te 34% me te 28% i ia tau, ia tau, me te hanganga o ngā whatunga whakaputa me ngā whatunga ratonga ā-rohe hei mea nui ki te whakawhānui ake i te kamupene. Ko te mākete o te Waenganui Rawhiti, e whakawhirinaki ana ki ngā kaupapa pūngao hou, kei te kite i te pikinga ā-tau neke atu i te 20% o te tono mō ngā taputapu hiko taumata ahumahi, ka noho hei papa pakanga hou mō ngā waitohu utu nui.

IV. Te Whanaketanga o te Whenua Whakataetae: Te Arotahi o ngā Kaitākaro Matua me ngā Rautaki Hou mō te Ao Whānui

1. Te Rerekētanga Nui Ake i waenga i ngā Taumata Waitohu
Ko te āhuatanga o te mākete ko "ngā kamupene o tāwāhi e whakahaere ana i te mākete utu nui, ko ngā waitohu ā-rohe kei te pakaru ki te awhe waenga." Ko Bosch, Makita, me TTI, ngā waitohu nui e toru o te ao, e pupuri ana i te 60% o te mākete utu nui. Kua haumi a Bosch i te 5 piriona yuan ki te R&D mō ngā taputapu atamai, ā, kei te whakamahere a Makita kia whai wāhi te raina hua pūngao hou ki te 40% o āna moni whiwhi i te tau 2030. Kei te hopukina e ngā waitohu ā-rohe te mākete awhe waenga mā te auahatanga hangarau me ngā painga utu. Kua eke a Quanzhou Capital me Gree Electric Appliances ki te 15%-18% o te mākete mō ā rātou ake waitohu i Amerika Te Raki. E matapaetia ana ka piki ake te ahumahi o te ao CR5 mai i te 38% ki te 45% i te tau 2025, ko ngā SME kei te tere haere i tā rātou putanga mai i te mākete nā te ngoikore o te hangarau.

2. Ngā Huarahi Hou ki te Ao Whānui
Ko te tikanga, kei te whakamahi ngā kamupene i te tauira "raihana hangarau + whakaputa ā-rohe" hei karo i ngā arai hokohoko. Kua piki ake te kaha whakaputa a Quanzhou Capital i Thailand ki te 30%, ā, kua whakatūria e Giant Star Technology tētahi wheketere huihuinga i Mexico hei mahi mā te mākete o Amerika Te Raki. Kua noho ngā hanumi me ngā hoko hei huarahi nui mō te whakawhānui i te waitohu. Kua tere te whiwhi a ngā kamupene Haina i ngā patent hangarau me ngā rauemi whakawhiti mā te hoko i ngā waitohu o te ao pēnei i a SKIL me German Flex. Kua piki ake te wāhanga kaweake o ā rātou ake waitohu mai i te 25% i te tau 2020 ki te 39% i te tau 2024.

3. Ka Hurihia ngā Ture Whakataetae e te Huringa Hongere. Kei te piki haere tonu te ōwehenga o ngā hongere ipurangi, ā, e matapaetia ana ka neke atu i te 50% i te tau 2030. Ko te hokohoko ipurangi ora me te hokohoko pāpāho pāpori kua noho hei miihini hou mō te whiwhi kiritaki waitohu. Kei te tere haere te whakatinanatanga o ngā whare putunga ki tāwāhi. I te tau 2024, i piki ake te rarangi o ngā waitohu Haina i roto i ngā whare putunga ki tāwāhi mā te 170%, ā, i whakaitihia te wā tika o ngā mahi kawe ki roto i ngā rā e 3, ka whakapai ake i te wheako kaiwhakamahi. Kei te huri ngā hongere tuimotu hei "toa wheako + pokapū ratonga muri-hoko," ka whakapakari i te piripono o ngā kaiwhakamahi mā roto i ngā whakaaturanga e hangai ana ki ngā horopaki me ngā ratonga ngaio. Kua neke atu i te 10% te wahanga moni whiwhi o ngā ratonga muri-hoko mō ngā kamupene matua, ā, ko te tawhē hua katoa o ngā ratonga tātaritanga mamao he teitei ki te 65%-70%.

V. Te Whakatutukitanga me te Whakawhanaketanga Tauwhiro: Te Huringa Ahumahi e Ārahihia ana e te Kaupapa Here

1. Ngā Paerewa Whai Hua me te Haumaru Pūngao o te Ao kua Whakapai ake
Kei te kaha haere te kaha o ngā kaupapa here ture i roto i ngā whenua maha. Nā te whakahoutanga o te Manatū Ahumahi me te Hangarau Mōhiohio i te tau 2024 o "Ngā Herenga Whai Hua Pūngao me ngā Tohu Whai Hua Pūngao mō ngā Utauta Hiko" i whakapiki ake i te paepae whai hua pūngao iti rawa mō te Akomanga Tuatahi. ngā taputapu mā te 12% me te tāpiri i ngā tohu aromatawai whai huatanga pūngao mō ngā Pūnaha Whakahaere Pūhiko (BMS). I te wā kotahi, i whakapai ake te EU me te US i ā rāua paerewa haumaru, me te whakatakoto i ngā whakaritenga teitei ake mō te haumaru hiko, te kaha miihini, me te whakahaere i te pikinga pāmahana, e akiaki ana i te umanga ki te whakakore i te 12% o te kaha whakaputa tawhito. Kua whakatinanahia katoatia te pūnaha tapanga whai huatanga pūngao, me te pikinga o ngā hoko ipurangi o ngā taputapu hiko me ngā tapanga whai huatanga pūngao mā te 37.2% i ia tau i te tau 2024, he nui ake i te toharite o te umanga.

2. Ngā Whakaritenga mō te Tapuwae Waro me te Mekameka Tuku Kakariki
Ko ngā whāinga "waro rua" kei te akiaki i te panonitanga whakaiti waro o te umanga. Kua piki ake te hiahia o te mākete o te ao mō ngā hua iti-waro. I te tau 2024, ko te wāhanga kaweake o ngā taputapu hiko me te tiwhikete tapuwae waro tuatoru i eke ki te 34.7%, he rua te pikinga ki te whakataurite ki te tau 2022. Kei te tere haere ngā umanga i te hanganga o ngā wheketere kore-waro. I roto i ngā kamupene 20 o runga o te umanga, 12 kua oti, kei te hanga rānei i ngā wheketere kore-waro/tata-kore-waro, me te hekenga o te whakapaunga pūngao mō ia waeine o te putanga mā te 22.5% ki te whakataurite ki te tau 2020. Kei te pai haere te pūnaha hangarua pākahiko, ā, e matapaetia ana ka piki ake te tere hangarua pākahiko o te umanga mai i te iti iho i te 15% ki te neke atu i te 40% i te tau 2026, ka whakaiti i ngā tukunga waro e huna ana i roto i te keri rauemi mata.

3. Ka noho a ESG hei Ahu Hou o te Whakataetae
He pānga nui tō te mahi ESG ki ngā aromatawai a ngā kamupene. Ka hoatu e te mākete whakapaipai he utu aromatawai 15%-20% ki ngā kaiārahi ESG, ā, kua piki ake te maha o ngā kamupene e mahi ana i ngā herenga RE100 ki te 8. Kei te whakapakari ake te hokohoko a te kāwanatanga i tana aronga matomato, me te maha o ngā whenua e whakauru ana i ngā taputapu hiko taumata 1 whai hua pūngao i roto i tā rātou whānuitanga hokohoko matua. E matapaetia ana ka eke ngā hua matomato ki te 60% o ngā hokohoko kaupapa tūmatanui i te tau 2026. Kua noho te tutuki i ngā whakaritenga ESG mekameka tuku hei whakaritenga matua, me te hiahia tonu o ngā kiritaki o raro ki ngā kaiwhakarato ki te whakarato i ngā pūrongo tapuwae waro, te tiaki i ngā tika mahi, me ētahi atu tuhinga tautoko, e whakatairanga ana i te whanaketanga pumau puta noa i te mekameka ahumahi katoa.

Paetukutuku:https://www.tmax-tool.com/