Munguva pfupi yapfuura, mabhatiri masheya ave achipisa chinangwa kune vanoisa mari. Musvondo rekupedzisira raNdira chete, makambani maviri akazivisa kubatanidzwa neSPAC (makambani ekutora chinangwa chakasarudzika, makambani ane chinangwa chakakosha) kuzadzisa chinangwa chekudzokera kumashure. Musi waNdira 29, mugadziri webhatiri wekuEurope FREYR akazivisa kuti yaizotsvaga backdoor rondedzero inokosha US$1.4 bhiriyoni. Microvast iHouston-yakavakirwa kambani yekutanga ine Micromacro Dynamics muHuzhou, Zhejiang. Kambani iyi yakazivisawo hurongwa hwekuita IPO yekumashure muna Kukadzi 1, ine mutengo unosvika mabhiriyoni matatu emadhora.

Kunyangwe kukosha kwese kwemakambani maviri aya kuri mabhiriyoni mana nemazana mana emadhora ekuAmerica, mari yavanotambira pagore inongodarika zvishoma zana remamiriyoni emadhora ekuAmerica (FREYR haitombogadziri mabhatiri). Kana kudiwa kwemabhatiri kusiri kwakanyanya, saka kukosha kwakakwirira kwakadaro kungave kusina musoro.

Motokari dzemagetsi dziri kuwedzera

Vagadziri vemotokari vakaita seGeneral Motors neFord vakashandisa mabhiriyoni emadhora kuti vachinje kumotokari dzemagetsi. Gore rapfuura, General Motors yakataura kuti ichashandisa madhora mabhiriyoni makumi maviri nenomwe mukuvandudza mota yemagetsi uye tekinoroji yemagetsi mumakore mashanu anotevera.

Ford Motor 2021 ad: “30 mota nyowani dzemagetsi dzichavhurwa ne2025.”

Panguva imwecheteyo, vazhinji vatsva vanopinda vari kugadzirira kutanga kugadzirwa kwakawanda kana kuwedzera kugadzirwa. Semuenzaniso, Rivian, anozivikanwa seimwe ye “troikas” yemotokari itsva dzakagadzirwa neAmerica, achaunza rori itsva yekutakura magetsi muzhizha rino. Amazon, iyo yakatungamira mari yeRivian, yakarairawo zviuru zvemarori ekutakura emagetsi.

Kunyangwe hurumende yeUS iri kubatsirawo. Svondo rapfuura, Biden yakazivisa kuti hurumende yeUS ichatsiva mota, marori uye maSUV muboka remubatanidzwa nemotokari dzemagetsi dzakagadzirwa muUS mota dzinopfuura mazana matanhatu nemakumi mana ezviuru. Izvi zvinoreva General Motors neFord, pamwe nemamwe makambani ekuAmerica anopinda mumusika, akadai saRivian, Tesla…

Panguva imwecheteyo, maguta akawanda epasi rose ari kuronga zvirongwa zvavo zvemagetsi. Zvinoenderana neshumo yekutsvagisa yakaitwa neRoyal Bank yeCanada, chinangwa cheShanghai ndechekutenga mota dzemagetsi kwehafu yemotokari nyowani panosvika 2025, pamwe nemabhazi-emission, matekisi, mavan uye mota dzehurumende.

Kumhanya kwegoridhe kweChina

China ndeimwe yemisika mikuru yemotokari dzemagetsi pasi rose, uye marongero ayo ari kumberi kwepasirese.

O4YBAGAuJrmAT6rTAABi_EM5H4U475.jpg

Zvichida chimwe chezvikonzero nei Weihaohan awana jekiseni rakakura kudaro rakakura kuita purofiti mukana mumusika wemotokari dzemagetsi weChinese. Izvi zvinosanganisira OshkoshCorp. BlackRock iboka rakanyorwa rekuchengetedza mari ine mari yemusika yeUS$867 bhiriyoni; iyo Koch Strategic Platform Kambani (kochstrategic papuratifomu) uye yakazvimiririra equity fund manejimendi kambani InterPrivate.

Kuvimbo kweava vatengesi vatsva kunogona kubva kune vanoisa mari pakona yeWeibo-CDH Capital uye CITIC Securities. Makambani ese ari maviri akazvimirira ega uye makambani masevhisi emari ane zviwanikwa zveChinese.

Ichi ndicho chikonzero kambani inotarisa pamotokari dzekutengesa uye dzemaindasitiri. Microvast inotenda kuti misika yemotokari yemagetsi yekutengeserana ichakurumidza kusvika $ 30 bhiriyoni. Parizvino, kutengeswa kwemotokari dzemagetsi dzekutengesa kune chete 1.5% yemusika, asi kambani inotenda kuti ne2025, kupinda kwayo kuchakwira kusvika 9%.

Mutungamiri weMicrovast Yang Wu akati: “Muna 2008, takatanga nekukanganisa tekinoroji yebhatiri uye takabatsira kushandura nharembozha.” Iyi tekinoroji inoita kuti mota dzemagetsi dzikwikwidze neinjini dzinopisa mukati. Kubva ipapo, takashandura zvizvarwa zvitatu zvebhatiri tekinoroji. Kwemakore, kuita kwedu kwebhatiri kwave kuri nani kupfuura vakwikwidzi vedu, nekubudirira kusangana nezvinodiwa zvevatengi vedu vemotokari dzekutengesa mabhatiri. “

Ongorora musika weEurope

Kana varimi veChinese vakada kuita mari yakawanda kubva pakunyorwa kweWeiju, nhevedzano yevatengesi vekuAmerica uye hofori yeJapan vakamirira nechido kunyorwa kweFREYR. Northbridge Venture Partners (Northbridge Venture Partners), CRV, Itochu Corporation (Itochu Corp.), International Finance Corporation (International Finance Corp.). Makambani ese ari maviri achabatsirikana, kunyangwe asiri emari akananga muFREYR.

Aya makambani mana ese ane masheya e24M, anovandudza semi-solid tekinoroji. FREYR inoshandisa tekinoroji yekugadzira bhatiri yakatenderwa ne24M, kambani inotungamirwa muBoston.

Nekudaro, Jiang Ming, wekuChina wekuAmerica uye purofesa akaramba achitanga bhizinesi, achabatsirwawo nekunyorwa kweFREYR. Akanyora nhoroondo yekusimudzira uye hunyanzvi muminda yebhatiri uye zvinhu sainzi.

Kwemakore makumi maviri adarika, uyu purofesa weMIT anga achidzidza matekinoroji ebudiriro, kutanga paA20, kambani yaimbove yakanakisa lithium bhatiri, tevere 123D inodhinda kambani DesktopMetal, uye semi-yakasimba lithium bhatiri tekinoroji yekuvandudza kambani 3M. , FormEnergy, simba rekuchengetedza system dhizaini kambani, uye BaseloadRenewables, imwezve simba rekuchengetedza simba rekutanga.

Gore rapfuura, DesktopMetal yakaenda kuruzhinji kuburikidza neSPAC. Ikozvino, nekuwanda kwemari mu24M’s European partner FREYR, 24M inogona kusara igadziriswe.

FREYR, kambani inobva kuNorway, inoronga kuvaka zvidyarwa zvishanu zvebhatiri munyika uye nekupa 430 GW yemagetsi ebhatiri akachena mumakore mana anotevera.

Kuna Tom Jensen, mutungamiri weFREYR, iyo 24m tekinoroji ine maviri makuru mabhenefiti. “Imwe ndiyo nzira yekugadzira pachayo,” akadaro Jensen. Iyo 24M maitiro ndeyekusanganisa electrolyte nezvinhu zvinoshanda kuwedzera ukobvu hwe electrolyte uye kuderedza zvisingashande mubhatiri. “Chimwe chinhu ndechekuti kana uchienzaniswa neyakajairwa mabhatiri e-lithium, unogona kuderedza matanho ekugadzira echinyakare kubva pagumi nemashanu kusvika pashanu.”

Iko kusanganiswa kwemhando yepamusoro yekugadzira uye kuwedzera kwehuwandu hwebhatiri kwaunza kumwe kupandukira optimization yemaitiro evagadziri velithium bhatiri.

Iyo kambani inoda mabhiriyoni mazana maviri nemazana mashanu emadhora ekuAmerica kuti inyatso kuzadzisa hurongwa hwayo, asi mafungu emotokari dzemagetsi anogona kubatsira FREYR, akadaro Jensen. Iyo kambani iri kugadzirira kusangana neAlussa Energy muchimiro cheSPAC, iyo inotsigirwa nemanejimendi uye madhipatimendi ekutsvagisa eKoch, Glencore uye Fidelity.

pedza

Muna Zvita 2020, Royal Bank yeCanada yakaburitsa mushumo wekutsvagisa nezve indasitiri yemotokari dzemagetsi. Chirevo chakataura kuti panosvika 2020, tinotarisira kuti mota dzemagetsi dzakachena dzichazvidavirira 3% yemusika, uye plug-in hybrid mota dzichazvidavirira 1.3%. Nhamba idzi hadziratidzike sedzakawanda, asi tichadziona dzichikura nekukurumidza.

Pakazosvika gore ra2025, kana mutemo wemotokari yemagetsi ukachengetwa zvakanaka, mwero wepasi rose wemotokari dzemagetsi dzakachena uchasvika 11% (chikamu chekukura kwegore: 40%), uye mwero wepasi rose weplug-in hybrid mota uchasvika 5% ( muyero wekukura kwegore) Rate: 35%).

Pakazosvika 2025, chiyero chekupinda kwemotokari dzemagetsi muWestern Europe chichasvika 20%, 17.5% muChina uye 7% muUnited States. Mukupesana, mwero wepagore wekukura kwechinyakare dhiziri locomotives ingori 2%; zvichibva pamotokari imwe chete, huwandu hwemadhiziri anosvika pakakwirira muna 2024.