I te 30 o Hune, i whakaatuhia e ngā purongo hou o te umanga whai muri i te whakatinanatanga tuatahi a Tesla me ētahi kaihanga motuka Hainamana hou i ngā tono taura konumohe, kua whakamahia mana e Ferrari me BMW, e rua ngā waitohu papai tuku iho, ngā waea konumohe i runga i te tauine nui i roto i ā rāua tauira hou. He tohu tēnei i tētahi wāhanga hou i roto i te ia o te "whakakapi parahi ki te konumohe" o te umanga motuka kua neke atu i te 20 tau te roa, e neke mana ana mai i ngā kaupapa whakamātautau marara ki te tere o te whakaurunga puta noa i te umanga.
Mai i te tere o te whakatinanatanga o te umanga i tēnei wā, kua kitea e ngā kamupene motuka me ngā tūranga rerekē ngā uara mārama i roto i tēnei huringa o te whakakapinga rauemi. Kua whakamahia whānuitia e Ferrari ngā rauemi konumohe i roto i tōna tinana, miihini, me te anga. I te tau kua hipa, i whakawhitihia e rātou āna taura hiko ki ngā waea konumohe i runga i te motuka hākinakina ranu 296, ā, i muri mai ka hipokina e rātou te whānuitanga katoa o ngā hua, tae atu ki te tauira hiko parakore tuatahi a Luce i tukuna i te marama kua hipa. I kī mārama tana kaiwhakahaere whakawhitiwhiti kōrero a Dario Esposito ka taea e ngā waea konumohe te whakaiti i te taumaha katoa o te whitiki waea tae atu ki te 20%, ā, ko te kaupapa matua o te whiriwhiri i ngā rauemi konumohe ko te whakarerekē i te mahi rauemi ki ngā hiahia whakahaere waka whānui.
I te tau 2011 kua whakamatautauria e BMW ngā ara iahiko konumohe i runga i ana tauira 1 Series, ā, inaianei kua kapi katoa te pūnaha ngaohiko teitei me te iti ki ngā waea konumohe mā te whakamahi i te hangarau hiko parakore hou a eDrive. E whakaatu ana ngā purongo ahumahi kua whai ake a Stellantis i te mahi whakakapinga o ngā waea parahi ki ngā waea konumohe.
I roto i te mākete o roto, kua whakatinanahia e ngā waitohu pēnei i a Avita, Xiaopeng, me Xiaomi ngā tono taura konumohe. Ko te pānga whakapai ake i te whānuitanga i kawea mai e te hangarau mama ka tino tutuki i ngā whakaritenga matua o ngā waka hiko parakore. I taua wā anō, i roto i te taiao pakanga utu pūngao hou i Haina, ka taea e te taura konumohe te whakaiti i te utu taunga whānui mā te 20% ki te whakataurite ki te taura parahi, ka whakarato i te wāhi ārai utu matua mō ngā kamupene motuka kei raro i te pēhanga ki ngā tawhē hua.
Ko te tino kaha o tēnei huringa o ngā ngaru whakakapinga i ahu mai i te pēhanga teitei tonu o ngā utu parahi. E ai ki ngā raraunga mai i te London Metal Exchange, i tata ngā utu parahi ki te tihi hītori o te $15000 ia tana, ā, kei te pumau tonu te utu wāhi o nāianei i te RMB 90000 ia tana, ko ngā utu konumohe i taua wā he hauwhā noa iho o ngā utu parahi. Ko te rerekētanga nui o te utu e whakaatu nui ana i te ōhanga o te whakakapinga rauemi. Ko te pikinga tonu o te tono parahi i roto i ngā mara o te pūngao matomato me ngā pokapū raraunga kua arahi ki te āputa tuku i roto i te mākete parahi o te ao mō te tekau tau e whai ake nei, e whakanui ake ana i te kaha akiaki mō ngā kamupene motuka ki te whakatairanga i te whakakapinga rauemi.
Heoi, e mau tonu ana te māramatanga whaitake o te umanga he iti iho tonu te pai o te kawe hiko o te konumohe i tērā o te parahi. I ētahi wā he nui rawa ngā whakaritenga mō te kawe hiko me te whakamarara wera, kāore e taea te whakakapi i te waea parahi. I taua wā anō, ko ngā take pēnei i te nui o te whakapaunga pūngao i roto ite hanga konumoheme ngā rerekētanga utu ā-rohe he āhuatanga mahi anō hoki me whai whakaaro ngā kamupene waka ina whakatairangahia ana te whakakapinga. E whakatau ana a JPMorgan, i te tau 2025, ko te tono mō te parahi kua whakakapia ki te konumohe ka eke ki te 2% o te tono katoa o te ao. Mena ka haere tonu te whānui o te rerekētanga utu i te heke mai, e matapaetia ana ka piki ake tēnei ōwehenga ki te 6% i te tau 2030. Mā te whai ake o ētahi atu kamupene waka ka tere te whakanui ake i te tere whakaurunga ahumahi o ngā taura waea konumohe.
Wā tuku: Hōngongoi-06-2026
