Zochitika Padziko Lonse pa Msika wa Zida Zamagetsi: Lipoti Losanthula Makampani 2024-2025

Zochitika Padziko Lonse pa Msika wa Zida Zamagetsi: Lipoti Losanthula Makampani la 2024-2025

1. Kukula kwa Msika Padziko Lonse ndi Kusintha kwa Kapangidwe ka Kufunikira

2. Mitu Yatsopano Yaukadaulo: Mabatire a Lithium-ion, Luntha, ndi Kukweza Zinthu

3. Kusintha kwa Msika Wachigawo: Makhalidwe Osiyana a North America, Europe, ndi Misika Yatsopano

4. Kusintha kwa Mpikisano: Kuyang'ana Osewera Otsogola ndi Njira Zatsopano Zothandizira Padziko Lonse

5. Kutsatira Malamulo ndi Chitukuko Chokhazikika: Kusintha kwa Makampani Koyendetsedwa ndi Ndondomeko

I. Kukula kwa Msika Padziko Lonse ndi Kusiyanasiyana kwa Kapangidwe ka Kufunikira

Mu 2024, msika wa zida zamagetsi padziko lonse lapansi unadutsa mwalamulo chizindikiro cha $50 biliyoni, kuwonetsa njira ziwiri za "kukula kosalekeza kwa zinthu zamafakitale komanso kukula mwachangu kwa zinthu zamafakitale." North America, yokhala ndi $15.76 biliyoni, inali 41% ya gawo la msika wapadziko lonse, kukhala dera lalikulu kwambiri la ogula. Izi zinali makamaka chifukwa cha kuchuluka kwa kufunikira kwa zida zomangira zomwe zimayendetsedwa ndi kubwezeretsa nyumba, ndi zomangamanga ndi zinthu zokhudzana ndi misewu zomwe zinali 40% ya msika. Kuchokera pamalingaliro ogwiritsira ntchito, gawo la mafakitale likadali gwero lalikulu la kufunikira (lomwe lili 37%). Ntchito zapamwamba monga kupanga magalimoto atsopano amphamvu ndi ndege zikukweza mtengo wapakati wazinthu zamafakitale ndi 12%-15%, mwachitsanzo, cholakwika cholondola cha zida zopukutira thupi la galimoto chikuyenera kulamulidwa mkati mwa ±0.1mm.

Komabe, msika wa ogula ukuwonetsa kusinthasintha kwa kukula. Kufalikira kwa chikhalidwe cha DIY ndi kuphatikiza nyumba zanzeru kukupanga kufunikira kwatsopano. Mu 2024, kuchuluka kwa zida zamagetsi zapakhomo kunafika pa 8%, kokwera kwambiri kuposa kuchuluka kwa 5%-6% kwa msika waukadaulo. Zogulitsa zopanda zingwe Mu 2024, msika wapadziko lonse wa zida zamagetsi zopanda zingwe unafika pa US$28.63 biliyoni, ndipo kuchuluka kwa zida zamagetsi zomwe zimagwiritsidwa ntchito m'munda kunapitirira 59%. Pakati pa izi, zida za m'munda monga makina odulira udzu anzeru ndi makina oyeretsera dziwe lamadzi akhala malo otchuka kwambiri ogwiritsira ntchito, ndi kuwonjezeka kwa 23% pachaka kwa kuchuluka kwa zida zamagetsi m'mabanja aku Europe ndi America.

II. Mitu Yaikulu Yopangira Zinthu Zatsopano pa Ukadaulo: Mabatire a Lithium-ion, Luntha, ndi Kukweza Zinthu

1. Kulowa Mozama kwa Mabatire a Lithium-ion

Kukula kwa ukadaulo wa mabatire a lithiamu kukufulumizitsa kusintha kwa makampani opanda zingwe. Mu 2024, kuchuluka kwa zida zamagetsi padziko lonse lapansi zomwe zimalowa mu batire ya lithiamu-ion kunafika pa 90.21%, ndipo kuchuluka kwa mphamvu kumapitirira 300Wh/kg, zomwe zikuwonjezera kuchuluka kwa zinthu ndi 40%. Ukadaulo wochapira mwachangu wa mphindi 15 ukufalikira pang'onopang'ono, zomwe zimachepetsa kwambiri nthawi yogwira ntchito. Mumsika wa akatswiri, nsanja za 48V ndi kupitirira apo zamphamvu kwambiri zakhala njira yodziwika bwino. Kuphatikiza ndi zida zamagetsi za silicon carbide (SiC), kugwiritsa ntchito mphamvu mokwanira kumawonjezeka ndi kupitirira 18%, ndipo gawo la msika linafika pa 12% mu 2025. Likuyembekezeka kulamulira msika wamakampani pofika chaka cha 2030. Chiŵerengero cha mabatire a lithiamu iron phosphate (LFP) m'zinthu zaukadaulo chinakwera kuchoka pa 5% mu 2021 kufika pa 22.3% mu 2025, kukhala chisankho chomwe chimakondedwa pazochitika zatsopano zaukadaulo wamagetsi chifukwa cha ubwino wake wachitetezo.

2. Kuphatikiza Ukadaulo Wanzeru ndi Intaneti ya Zinthu (IoT)

Kuchuluka kwa zida zamagetsi zamagetsi kukuchulukirachulukira, kufika pa 28% mu 2025 ndipo akuyembekezeka kupitirira 50% pofika chaka cha 2030. Ntchito zaukadaulo zikuwonetsa kugawanika: zinthu zamafakitale zimayang'ana kwambiri kasamalidwe ka mitambo ndi kulumikizana kwa deta; mwachitsanzo, njira ya ONE-KEY ya Milwaukee imalola kuyang'anira mawonekedwe akutali ndi kasamalidwe ka nthawi yosamalira zida zambiri. Zinthu zamafakitale zimagogomezera ntchito zopepuka zamanzeru, kuphatikiza kulumikizana kwa Bluetooth, maphunziro a pulogalamu, ndi mawu ofunikira kuti achepetse cholepheretsa kulowa. Kuchuluka kwa kugwiritsa ntchito ma module a IoT kunakwera kuchoka pa 15% mu 2022 kufika pa 37% mu 2024, zomwe zimathandiza kukonza zinthu kudzera muzinthu monga masensa ogwedera, kuchepetsa ndalama zogulitsira pambuyo pa malonda ndi 30% ndikukulitsa moyo wazinthu ndi 25%.

3. Zipangizo ndi Kupanga Zinthu Mwatsopano
Kugwiritsa ntchito zipangizo zopanda mpweya woipa kwakhala njira yatsopano yosinthira ukadaulo. Mu 2024, kuchuluka kwa mapulasitiki obwezerezedwanso a polycarbonate ndi bio-based m'nyumba zosungira zida kunafika pa 30%, ndipo kuchuluka kwa ma magnesium alloy housings kunakwera kuchoka pa 12% mpaka 35%, kuchepetsa mpweya woipa wa carbon ndi avareji ya 1.2 kg pa chinthu chilichonse. Muzinthu zapamwamba kwambiri, kuchuluka kwa zinthu zotumizira ulusi wa carbon fiber kunafika pa 28%, kuchepetsa kulemera kwa 20%-30% pamene kukulitsa mphamvu, kukulitsa kwambiri luso la ogwiritsa ntchito. Njira yosinthira ma mota opanda brush ikuyenda mofulumira, ndipo kuchuluka kwa magetsi padziko lonse lapansi kufika pa 55% mu 2025, kuwonjezeka kwa 25 peresenti poyerekeza ndi 2021, zomwe zimapangitsa kuti mphamvu ziwonjezeke ndi 40%, ndipo akuyembekezeka kupitirira 80% pofika chaka cha 2030.

III. Kusintha kwa Msika Wachigawo: Makhalidwe Osiyana a North America, Europe, ndi Misika Yatsopano

1. Msika wa Kumpoto kwa America: Kubwezeretsa Nyumba ndi Kusintha kwa Njira
Monga msika waukulu kwambiri padziko lonse lapansi, North America idawona kukula kwa kufunikira kwa 7.8% mu 2024, ndi kukwera kwa malonda a nyumba zatsopano ndi zomwe zilipo zomwe zidapangitsa kuti pakhale kufunikira kwakukulu kwa zida zomangira. Ponena za njira, malonda apaintaneti adapitiliza kukulitsa gawo lake, ndi nsanja monga Amazon kukhala maziko a mpikisano wamalonda. Komabe, mfundo zamitengo zidalimbikitsa makampani aku China kuti afulumizitse kufalitsa mphamvu zopangira ku Mexico ndi Vietnam kuti apewe zopinga zamalonda. Mapulatifomu amalonda apaintaneti monga TikTok Shop adatulukira, ndi malonda a zida akuwonera pompopompo opitilira 20 biliyoni yuan mu 2024. Makampani atsopano adapeza 60% ya gawo la msika kudzera mu malonda ozikidwa pazochitika.

2. Msika wa ku Ulaya: Wotsogola komanso Wotsatira Malamulo a Zachilengedwe
Msika wa ku Ulaya wafika pa $13.84 biliyoni. Germany ndi France zawona kufunikira kwakukulu kwa makina odulira udzu anzeru ndi zida zamafakitale zolondola kwambiri, ndipo zinthu zapamwamba kwambiri zimaposa 50%. Pa mfundo, Dongosolo Loyendetsera Ntchito la EU la Circular Economy Action Plan likufuna kuti zida zamagetsi zibwezeretsedwenso ndi 70% pofika chaka cha 2030, zomwe zikulimbikitsa mapangidwe a modular pakati pa makampani. Chitsimikizo cha ERP III chogwiritsa ntchito mphamvu moyenera chimalimbikitsa kugwiritsa ntchito mphamvu mosasamala pansi pa 0.5W, zomwe zimapangitsa makampani kuwonjezera mphamvu zawo za R&D kuchokera pa 3.2% mu 2023 mpaka 4.5% mu 2025. Kukhazikitsa Digital Product Passport (DPP) kumawonjezera ndalama zotsatirira malamulo, zomwe zimapangitsa kuti makampani otsogola omwe ali ndi ziphaso zonse azilandira maoda ambiri.

3. Misika Yotukuka: Kumwera chakum'mawa kwa Asia ndi Kum'mawa kwa Middle East Zakhala Ma injini Okulira. Misika ya ku Asia-Pacific (kupatula China), Kumwera chakum'mawa kwa Asia, ndi Kum'mawa kwa Middle East ikuwonetsa kukula kwakukulu. Kukula kwa pachaka kwa Southeast Asia kwafika pa 18%-25%, makamaka chifukwa cha ndalama zomwe zagwiritsidwa ntchito pa zomangamanga komanso kukweza kugwiritsa ntchito. Chigawo cha RCEP chakhala chinthu chatsopano pamalonda. Mu kotala yoyamba ya 2025, kutumiza zida zamagetsi ku China ku Vietnam ndi Thailand kwawonjezeka ndi 34% ndi 28% chaka ndi chaka, motsatana, ndipo kumanga maukonde opanga ndi mautumiki am'deralo kukhala chinsinsi cha kukula kwa kampani. Msika wa ku Middle East, womwe umadalira mapulojekiti atsopano amagetsi, ukuwonjezeka pachaka ndi kupitirira 20% pakufunikira zida zamagetsi zamafakitale, kukhala malo atsopano omenyera nkhondo amitundu yapamwamba.

IV. Kusintha kwa Mpikisano: Kuyang'ana Osewera Otsogola ndi Njira Zatsopano Zothandizira Padziko Lonse

1. Kusiyana Kwambiri Pakati pa Makampani Ogulitsa
Msikawu umadziwika ndi "makampani akunja omwe amalamulira msika wapamwamba, pomwe makampani akunyumba akulowa m'malo apakati." Bosch, Makita, ndi TTI, makampani atatu akuluakulu apadziko lonse lapansi, ali ndi gawo la 60% pamsika wapamwamba. Bosch yayika ndalama zokwana 5 biliyoni yuan mu R&D pa zida zanzeru, ndipo Makita ikukonzekera kuti mzere wake watsopano wazinthu zamagetsi upereke 40% ya ndalama zake pofika chaka cha 2030. Makampani akunyumba akutenga msika wapakati kudzera muukadaulo watsopano komanso zabwino pamtengo. Quanzhou Capital ndi Gree Electric Appliances apeza gawo la msika la 15%-18% la makampani awo ku North America. Makampani apadziko lonse lapansi a CR5 akuyembekezeka kuwonjezeka kuchoka pa 38% mpaka 45% pofika chaka cha 2025, pomwe makampani ang'onoang'ono ndi apakatikati akufulumizitsa kutuluka kwawo pamsika chifukwa cha kuchedwa kwaukadaulo.

2. Njira Zatsopano Zopititsira Padziko Lonse
Makampani nthawi zambiri akugwiritsa ntchito njira ya "zilolezo zaukadaulo + kupanga komweko" kuti apewe zopinga zamalonda. Mphamvu yopanga ya Quanzhou Capital ku Thailand yakwera kufika pa 30%, ndipo Giant Star Technology yakhazikitsa fakitale yopangira zinthu ku Mexico kuti itumikire msika waku North America. Kuphatikiza ndi kugula kwakhala njira yofunika kwambiri yokulitsa mtundu. Makampani aku China apeza mwachangu ma patent aukadaulo ndi zinthu zina pogula mitundu yapadziko lonse lapansi monga SKIL ndi German Flex. Gawo la malonda awo otumizidwa kunja lawonjezeka kuchoka pa 25% mu 2020 kufika pa 39% mu 2024.

3. Kusintha kwa Channel Kumasintha Malamulo a Mpikisano. Chiŵerengero cha njira za pa intaneti chikupitirira kukwera, ndipo chikuyembekezeka kupitirira 50% pofika chaka cha 2030. Kutsatsa kwa pa intaneti komanso kutsatsa kwa malo ochezera pa intaneti kwakhala njira zatsopano zogulira makasitomala. Kutumizidwa kwa malo osungiramo zinthu kunja kwa dziko kukuchulukirachulukira. Mu 2024, kuchuluka kwa mitundu yaku China m'nyumba zosungiramo zinthu kunja kwa dziko kukuwonjezeka ndi 170%, ndipo nthawi yogwiritsira ntchito zinthu inachepetsedwa kufika mkati mwa masiku atatu, zomwe zikuwonjezera kwambiri zomwe ogwiritsa ntchito akukumana nazo. Njira zakunja kwa dziko zikusandulika kukhala "masitolo odziwa zambiri + malo operekera chithandizo pambuyo pogulitsa," kulimbitsa kukhulupirika kwa ogwiritsa ntchito kudzera muzowonetsera zochitika ndi ntchito zaukadaulo. Gawo la ndalama la ntchito za pambuyo pogulitsa kwa makampani otsogola lapitirira 10%, ndipo phindu lonse la ntchito zowunikira kutali ndi 65%-70%.

V. Kutsatira Malamulo ndi Chitukuko Chokhazikika: Kusintha kwa Makampani Koyendetsedwa ndi Ndondomeko

1. Miyezo Yokwezedwa Yogwiritsira Ntchito Mphamvu Moyenera Padziko Lonse ndi Chitetezo
Ndondomeko zoyendetsera ntchito m'maiko osiyanasiyana zikukhwimitsa kwambiri. Kusintha kwa Unduna wa Zamakampani ndi Ukadaulo wa Chidziwitso mu 2024 kwa "Malire Ogwiritsa Ntchito Mphamvu ndi Magiredi Ogwiritsa Ntchito Mphamvu pa Zida Zamagetsi" kwakweza malire ocheperako akugwiritsa ntchito mphamvu pa Gulu Loyamba. zida ndi 12% ndipo adawonjezera zizindikiro zowunikira momwe magetsi amagwirira ntchito bwino pa Battery Management Systems (BMS). EU ndi US nthawi yomweyo adakweza miyezo yawo yachitetezo, ndikuyika zofunikira kwambiri pa chitetezo chamagetsi, mphamvu yamakina, ndi kuwongolera kukwera kwa kutentha, zomwe zidapangitsa makampaniwa kuchotsa 12% ya mphamvu zakale zopangira. Dongosolo lolemba mphamvu moyenera lakhazikitsidwa mokwanira, ndi kugulitsa pa intaneti zida zamagetsi zokhala ndi zilembo zogwiritsira ntchito mphamvu moyenera zikuwonjezeka ndi 37.2% pachaka mu 2024, zomwe zidapitilira kwambiri avareji ya makampani.

2. Zofunikira pa Unyolo wa Kaboni ndi Zofunikira pa Unyolo Wopereka Zinthu Zobiriwira
Zolinga za "dual carbon" zikuyendetsa kusintha kwa makampani kuchepetsa carbon. Kufunika kwa msika wapadziko lonse kwa zinthu zopanda carbon yawonjezeka. Mu 2024, gawo la zida zamagetsi zomwe zimatumizidwa kunja ndi satifiketi ya carbon ya chipani chachitatu lafika pa 34.7%, kuwirikiza kawiri poyerekeza ndi 2022. Mabizinesi akufulumizitsa ntchito yomanga mafakitale opanda carbon. Pakati pa makampani 20 apamwamba mumakampaniwa, 12 amaliza kapena akumanga mafakitale opanda carbon/pafupi ndi zero carbon, ndipo kugwiritsa ntchito mphamvu pa unit iliyonse yotulutsa kumachepa ndi 22.5% poyerekeza ndi 2020. Njira yobwezeretsanso mabatire ikupita patsogolo pang'onopang'ono, ndipo akuyembekezeka kuti kuchuluka kwa kubwezeretsa mabatire mumakampaniwa kudzawonjezeka kuchokera pa 15% mpaka 40% pofika chaka cha 2026, kuchepetsa mpweya woipa womwe umabisika mu migodi ya zinthu zopangira.

3. ESG Yakhala Mbali Yatsopano ya Mpikisano
Kuchita bwino kwa ESG kumakhudza kwambiri mitengo yamakampani. Msika wa ndalama umapatsa atsogoleri a ESG mtengo wamtengo wapatali wa 15%-20%, ndipo chiwerengero cha makampani omwe akupanga malonjezano a RE100 chakwera kufika pa 8. Kugula kwa boma kukulimbitsa malingaliro ake okhudza kubiriwira, ndi mayiko ambiri kuphatikizapo zida zamagetsi zomwe zili mu gawo loyamba la kugula. Zikuyembekezeka kuti zinthu zobiriwira zidzawerengera zoposa 60% ya kugula mapulojekiti a anthu onse pofika chaka cha 2026. Kutsatira malamulo a ESG kwakhala chinthu chofunikira kwambiri, ndipo makasitomala akumaloko akufunika kwambiri ogulitsa kuti apereke malipoti okhudza mpweya woipa, kuteteza ufulu wa ogwira ntchito, ndi zikalata zina zothandizira, zomwe zikulimbikitsa chitukuko chokhazikika mu unyolo wonse wamakampani.

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