A ranar 13 ga watan Disamba, kamfanonin da ke cajin motocin lantarki a Turai da Amurka, sun fara yunƙurin neman matsayi mafi kyau a cikin hanzarin cajin jama'a, kuma masu lura da masana'antu sun yi hasashen cewa za a sake yin wani sabon zagaye na haɗin gwiwa yayin da manyan masu zuba jari suka shiga gasar.
Yawancin kamfanonin caja na EV a halin yanzu suna samun goyon bayan masu zuba jari na dogon lokaci, kuma ana sa ran wasu za su shiga sararin samaniya. Haramcin da ke tafe kan motocin dakon mai a kasashe daban-daban ya sanya bangaren ya zama abin sha'awa ga masu zuba jari irin su M&G Infracapital da EQT na Sweden.
Tomi Ristimaki, babban jami’in kamfanin kera caja na motocin lantarki na kasar Finland, Kempower, ya ce: “Idan ka kalli abokan cinikinmu, kamar kwace kasa ne a yanzu. Duk wanda ya sami wuri mafi kyau zai tabbatar da ikon shekaru masu zuwa. Sale."
Wani bincike na Reuters ya nuna cewa akwai kamfanoni sama da 900 da ke cajin motocin lantarki a duniya. Masana'antar ta jawo sama da dala biliyan 12 a cikin babban kamfani tun daga 2012, a cewar PitchBook.
Michael Hughes, babban jami'in kudaden shiga da kasuwanci na ChargePoint, ya ce yayin da manyan masu saka hannun jari ke ba da ƙarin haɗin kai, "wurin caji mai sauri zai bambanta da yanayin da ake ciki." ChargePoint yana ɗaya daga cikin manyan masu samar da kayan cajin abin hawa na lantarki da software.
Kamfanoni daga Volkswagen zuwa BP da E.ON sun zuba jari mai yawa a masana'antar, tare da sayayya 85 tun daga 2017.
A Burtaniya kadai, akwai sama da ma'aikatan caji 30 cikin sauri. Sabbin kudade guda biyu da aka kaddamar a watan jiya sune Jolt, wanda BlackRock Infrastructure Fund ke tallafawa, da Zapgo, wanda ya karbi fam miliyan 25 (kimanin dala miliyan 31.4) daga asusun OPtrust na Kanada.
A kasuwannin Amurka, Tesla shine babban dan wasa, amma karin shagunan saukakawa da gidajen mai suna gab da shiga cikin rikicin, inda ake sa ran hanyoyin sadarwa na Amurka za su bunkasa nan da shekarar 2030, a cewar Loren McDonald, Shugaba na kamfanin bincike na San Francisco. EVA ɗaukar hoto. Adadin zai karu daga 25 a shekarar 2022 zuwa sama da 54.
Da zarar amfani ya kai kusan 15%, yawanci yana ɗaukar shekaru huɗu don ingantaccen wurin cajin EV ya zama mai riba. Kamfanonin cajin kayan aiki sun koka da cewa jan aiki a Turai na rage raguwar haɓakawa. Koyaya, masu saka hannun jari na dogon lokaci irin su Infracapital, wanda ke da Recharge na Norway kuma yana da hannun jari a Gridserve na Burtaniya, suna ganin sashin a matsayin fare mai kyau.
Christophe Bordes, Manajan Darakta na Infracapital, ya ce: "Ta hanyar zabar wurin da ya dace, tabbas wani shiri ne mai wayo don yin dogon lokaci a cikin (kamfanonin caji)."
ChargePoint's Hughes ya yi imanin cewa manyan 'yan wasa za su fara nemo sabbin kaddarorin da aka gina don manyan wurare tare da na'urori masu sauri 20 ko 30, masu dillalai da kayan more rayuwa sun kewaye. "Wannan tsere ne don sararin samaniya, amma gano, ginawa da ba da damar sabbin shafuka don caji mai sauri na gaba zai ɗauki tsawon lokaci fiye da yadda kowa ke tsammani," in ji shi.
Gasa don mafi kyawun wurare ya zama mai zafi, tare da masu watsa shirye-shiryen yanar gizo suna canzawa tsakanin masu aiki kafin yanke shawarar wanda ya ci nasara. "Muna so mu ce babu wani abu kamar mummunar yarjejeniya yayin tattaunawa da masu shafin," in ji Blink Charging Shugaba Brendan Jones.
Alamar kasuwanci za ta bambanta
Kamfanoni kuma suna fafatukar neman kwangila na keɓance da masu gidajen yanar gizo.
Misali, InstaVolt na Biritaniya (mallakar EQT) yana da kwangila da kamfanoni irin su McDonald's (MCD.N) don gina tashoshin caji a wuraren da yake. "Idan kun ci nasarar wannan haɗin gwiwar, naku ne har sai kun murƙushe shi," in ji Shugaba na InstaVolt Adrian Keen.
Tare da “zurfin albarkatun kuɗi” na EQT, InstaVolt yana shirin gina caja 10,000 a Burtaniya nan da 2030, yana da caja masu aiki a Iceland kuma yana aiki a Spain da Portugal, in ji Keen. Ya kara da cewa za a iya fara hada kai a shekara mai zuwa ko makamancin haka. "Wannan na iya yuwuwar buɗe dama a kasuwannin da muke, amma kuma ya buɗe mana kofa ga sabbin kasuwanni," in ji Keen.
Kamfanin makamashi na EnBW na caji yana da tashoshin caji 3,500 EV a Jamus, wanda ya kai kusan kashi 20% na kasuwa. Rukunin yana zuba jarin Yuro miliyan 200 (dala biliyan 21.5) a shekara don isa tashoshin caji 30,000 nan da shekarar 2030 tare da dogaro ga ma’aikatan cikin gida don dakile gasar rukunin yanar gizo. Sashen ya kuma kafa haɗin gwiwar cajin hanyar sadarwa a Austria, Jamhuriyar Czech da arewacin Italiya, in ji Lars Walch, mataimakin shugaban tallace-tallace. Walch ya ce yayin da haɗin gwiwa ke zuwa, har yanzu za a sami ɗaki ga masu aiki da yawa.
Norway, babbar kasuwa ta EV, ta sha fama da gajeren lokaci "fiye da turawa" a wannan shekara yayin da kamfanoni ke zage-zage don gina tashoshin caji, in ji Shugaba na Recharge Hakon Vist. Kasuwar ta kara sabbin tashoshin caji 2,000 na jimlar 7,200, amma tallace-tallacen EV ya ragu da kashi 2.7% a wannan shekara har zuwa Oktoba.
Recharge yana da kusan kashi 20% na kasuwa a Norway, na biyu kawai ga Tesla. "Wasu kamfanoni za su ga sun yi ƙanƙanta don biyan bukatun abokin ciniki kuma su bar ko sayar," in ji Vist. Wasu kuma za su fara kamfanoni da sanin cewa za su iya samun wasu kamfanoni ko kuma a siye su.
Wani sabon dan wasan Burtaniya, tsarin Zapgo mai goyon bayan OPTrust yana kai hari a yankunan da ba a kula da su a kudu maso yammacin Ingila, yana ba wa masu gidaje wani kaso na kudaden su don samun wurare masu kyau.
Shugaban kamfanin Steve Leighton ya ce kamfanin na shirin gina caja 4,000 nan da shekarar 2030, yana mai hasashen cewa hadakar a kusa da shekarar 2030 "dukkan za su zo ne ga kudade."
Leighton ya ce, "Masu ba da kudade masu zurfin aljihu za su dauki nauyin wannan hadewar," in ji Leighton, ya kara da cewa OPTrust "yana da ma'auni mai yawa, amma manyan kudaden kayayyakin more rayuwa na iya son samun Zapgo a wani lokaci." "
Kasuwar Amurka za ta canza, tare da sarƙoƙin shaguna masu dacewa kamar Circle K da Kamfanin Pilot da ƙwararrun ƙwararrun Walmart suna saka hannun jari sosai a tashoshin caji, in ji McDonald na EVAdoption.
"Kamar kowace masana'antu da ke farawa a matsayin gungun ƙananan farawa, a kan lokaci za ku sami manyan kamfanoni suna shiga ... kuma suna ƙarfafawa," in ji McDonald. "A kusan 2030, alamun kasuwanci za su bambanta sosai."
Susie
Abubuwan da aka bayar na Sichuan Green Science & Technology Ltd.
0086 19302815938
Lokacin aikawa: Dec-21-2023
