?? ?????? ????????? ??????? ???????? ?????????? (EV) ???? ?????? ????? ???????? ????? ????? ????? ??????? ???????? ????? ????? ??????. ??? ??? ??? ?? ???? ????? ?????? ??????? ????? ?? ?????? ?????? ????? ????????? ??? ????? ???????? ??????????. ????? ??????? ???????? ?????????? ???????? ????? ???? ??? ????? ??????.
????? ????????
???? ?? ?????? ???????? ?????????? ???????? ?? ??? 2019?
????? ????? ???????? ??????? ?? EV Sales Blog ?? 3 ?????? 2020? ???? ???????? ???????? ???????? ?????????? ??????? (??? ?? ??? ???????? ?????????? ???? ???? ?????????) ?? ??? 2019 ??? 2.21 ????? ????? ?????? 10? ?? ??? 2018. ????? ???????? ?????????? 2.5 ??????? ?? ?????? ?????? ????? 0.4 ???? ????? ?? 2.1 ?? ?????? ?? ??? 2018? ??? ???? ??? ????? ?? 40 ????? ?????? ???? ????? ???????? ?????.
??? ????? ??? ???????? ?????????? ???? ????? ?? ????? ??????? ????????? ???????? ????? ???? ????? ???????? ?????.
????? ?????? ???????? ?????????? ???????? ?? ??? 2019
?????:
???? ????? 1.06 ????? ????? ???????? ?? ??? 2019? ??? ?? ???? 48% ?? ?????? ???????? ?????????? ???????? ?5.5% ?? ?????? ???????? ????????? ??? ???? ?? ?????? ???????? ??????? ???????.
| ??? | ??? ?????? |
| 2018 | 4.5% |
| 2019 | 5.5% |
| 2020E | 5% - 6% |
??????:
??? ?????? ???????? ?????????? ?? ?????? ????. ??????? ????? ?? ????? ??? 3.8%.
| ??? | ???????? ('000 ????????) |
| 2018 | 407 |
| 2019 | 579 |
| 2020E | 1000 |
???????? ???????:
??? ??? 2019? ?????? ?????? ???????? ?????????? ?? ???????? ??????? ?????? 32 ??? ????? ?? ??????? ???? 8.9%. ??????? ????? ??????? ???????? ?????????? ?? ???????? ??????? ?? 2.1% ??? 1.9%.
????????? ??? ??????? ??????? ????????? ???? ????????? ??? ?? ?????? ?????? ???????? ?????????? ?? ???? ???????? ?????? ???????? ???? ?????? ?? 130 ?????. ???? ???? ?????? ?????? ???????? ?????????? ???? ??? ?? ??? 2019.
?? ?? ????? ??? ???????? ?????????? ?????????
?? ???????? ?? ??????? ??????? ??????? ?? ????? ????????? ??????? ???????? ?????? ???????? ????? ???? ??????. ????? ??????? ??? 15 ??????? ???? ??? ?? ??? ???????? ?????????? ????:
- 1 ??????? ???????: ???????? ????????? ??????
- 2 ??????? ????? ??????
- 3 ???? ?????? ??????? ???????? ??????????
- 4 ??????? ???? ??? ??? ?????
- 5 ?????? ?????? ?????? ??????? ????? ?? ?????.
????? ????? ??????? ?? ????? ?????? ?????? ??? ???????? ?? ????????? ??? ??? ???????? ?????????? ?????? ?? ?????? ??? ??????? ?? ?????? ??? ??? ???????? ?????????? ???????? 3? ?? ??? 2020. ????? ??????? ??? ????? ??? 2040? ????? ?????? ????????.
??? ???? ??? ???????? ?????????? ??? ????? ??? ???????
??? ?????? ?????? ??????? ???????? ?????????? ??????? ??????? ???????? ??? ???? ?????? ???????:
- ????? ?????? ???? ?????? ????? ??????? (?????? ?????? ??????) ??? ????? ????? ???????.
- ???? ?????? ????? ?????? ??? ??? ?????? ??? ??? ??? ???????? ??????????.
- ????? ????? ??????.
- ??? ???? ???????? ??? ???? ???.
??????: ???? ????? ???????? ??????????
?????? ??? ?????? ?????? ?????? ?? ????? ???????? ??????????. ??? ????? ????? ???????? ?????????? ????? ??? ????? ????? ?? ????? ??? ??????? ????? ???? ?? ???? ??? ????? ???? ????? ??? ?????? ?? ???????? ??????. ???? ???? ??? ??? ??? ????? ??????? ????? ????? ??? ?????? ???????? ?????????? ?? ??? 2018 ??? ??? 2030.
????? ????? ??? ?????? ?? ?????? ???????
? ???? ????? ???????????? ??? ?? ???? ???????????? ?? ??????? ?? ????? ????? ??? ???????? ?????????? ???? ????? ??????? ??????? ??? ????? ??? ???????? ?????????? ????????? ???? ???? ???????? ????? ????? ?????? ?? ????? ?????. ?? IDTechEx.
?? ????? ????? ??????? ??????? ?????? ??????? ??????? ?????? ??? ?????? ???? ???????? ?????????? ?????? ?? ??? ?? ???? ??? ????? ??????? ??? ??????.
?? ???? ??????????? ?????? ???? ?????? ???????? ????? ?????? ?? ?????? ??????? ???????? ?????????? ?? ???? ????? ??????. ???? ChargePoint? ???? ???? ??????? ??????? ?????? ????? ?????? ?? ??????? ??? ????? ?????? ???????? ?? ????? ????? ?????? 50 ????? ????? ????? ??? 2020? ???????? ?????? ????? ??? ?????? ?? ???????. ???? ????? ??????? ?????? ?????? ????? ??? ?????? ?????? ??????? ????? ???? ????? ??????:
? ??????? ????? ??? ???????? ?????????? 20 ??????? ?????? ??????? ?????? ???? ????? 250? ??? ??? ???? ?? ??? 2019.
????? ????? ??? ?????? ?? ???????? ??????????
????? ? ??? ??????? ?????? ???? ???? ?? ???????? ???? ???? ???????? ??? ???????? ?????????? ??????. ?? ????????? ??????? ????????? ???????? ??????????? ??? ???????? ????????? ??? ??????? ????? ????? ?? ?????? ?? ???????? ???????? ???????? ??????????. ?????? ?? ????? ???????? ?? ??? 2 ??? 4 ????? ??????? ?????? ???????? ????????? ??? ?????? ???????? ???????. ????? ??? ???? ?????? ????????? ?? ????? ???????? ????????:
| ????? | ??????? ?????? (???) |
| ?????? ???????? ??????? (ICE) | 23 |
| ??????? ?????????? ??????? (???????) | 40 |
| ???????? ?????????? ??????? (PHEV) | 60 |
| ??????? ?????????? ???? ???? ????????? (BEV) | 83 |
| ????? ???????? | 224 - 369 |
? ??? ????? ??????? ??? ?????? ?? ????? ???????? ??????? ??????? ??????? ??? ???? ???? ?? ???? ????? ?? ??? 2017 ??? ??? 2027.
??? ???? BMO Capital Markets ?????? ???? ????? ??? ????? ?????? ???????? ??????????:
?????? BMO Capital Markets ?? ??? ????? ??? ???????? ?????????? ??? 3.32 ????? ?? ?? ?????? ????? ??? 2025.
????? ?? BMO? ?? ????? ????? ?? ????? ???? 900 ??? ?? ????? ??? 2022. ????? ??? ??? ??? ???????? ?????? ??????? ??????? ?????? ????????? ??????? ????? ????? ?? ????? ???????? ??????? ?????? ??? ???????? ?????? ?????. ??? ?? ????? ??? ?????? ??????? ????? ????? ?? ?????????.
?????
????? ?????? ????? ?????? ??????? ?? ??????? ?????? ?? ?????? ??? ??????? ????????? ???????. ??? ???? ?? ???? ????????? ??? ?? ???????? ??????????? ?????? ?????? ?????? ?????? ???????? ?????????? ??? ????? ????? ??? ?????? ???? ???? ?? ????? ??????.
