Puka mai ʻo Sepania ma ke ʻano he -EV Manufacturing Hub wikiwiki ma ʻEulopa

ʻAʻole ʻo Sepania kahi mea pāʻani peripheral i ka moʻolelo kaʻa uila o ʻEulopa. Me ka nui-piliona-euro gigafactory papahana e haki ana ma Zaragoza, Valencia, a me Martorell, a me Stellantis, Volkswagen, a me CATL e hana ana i na laina hana Paniolo, ke hoonoho nei ka aina ia ia ihoʻO kekahi o nā kikowaena hana EV koʻikoʻi o ka ʻāina.

 

No nā mea hoʻolako Tier-1 e lawelawe ana i ka mākeke kaʻa ʻEulopa, he mea nui ka hoʻololi. Ke neʻe nei ʻo Sepania mai kahi huakaʻi -hui hope no nā kaʻa puhi ahi i loko o kahi kaiaola EV piha piha e uhi ana i nā cell, modules, pack, a me nā paepae kaʻa piha. ʻAʻole ʻo ia ka nīnau inā e lilo ʻo Sepania i ʻoihana EV nui, akā pehea ka wikiwiki o ke kaulahao lako e pono ai e hoʻonui.

 

Ke nānā nei kēia ʻatikala i nā hoʻopukapuka kālā, kākoʻo kulekele, nā hoʻohiki OEM, a me nā hōʻailona kaulahao e hoʻololi hou ana i ke kuleana o Sepania i loko o ka ʻoihana EV o ʻEulopa, a me ke ʻano o nā mea hoʻolako ʻāpana e kūkulu i nā ʻāpana e komo i kēlā me kēia kaʻa uila.

 

Heluhelu pili: ʻO Indonesia EV Manufacturing Hub: Aia ʻo ASEAN's Next Auto Cluster

 

 

 

Ua loaʻa ʻo Sepania i ʻoi aku ma mua o € 12 biliona i hoʻolaha ʻia e EV a me nā hoʻopukapuka hana pākaukau mai 2023, i kākoʻo ʻia e kahi hui hui o EU a me ke kālā kālā.

 

Nā helu poʻomanaʻo nui:

• CATL–Stellantis Zaragoza gigafactory:€4.1 biliona hui hui, 50 GWh ka mana o ka makahiki, 4, 000+ hana pololei, hoʻomaka ke kūkulu ʻana i Nowemapa 2025, hoʻomaka ka hana no ka hopena o 2026, piha piha i ka makahiki 2028.
• PowerCo Sagunto (Valencia):ʻO Volkswagen Group ʻoihana pākaukau, 20 GWh ka mana mua ma nā laina hana ʻelua, nā cell mua i hoʻonohonoho ʻia no Kepakemapa 2026, hana piha piha mai Iulai 2027, a hiki i 3,000 pololei a me 30,000 mau hana indirect.
• SEAT–Cupra Martorell hale hoʻohui pākahi:€ 300 miliona kālā, wehe ʻia ʻo Dekemaba 2025, hoʻolako i nā ʻōnaehana pākaukau no ka VW ID. Polo, Cupra Raval, a me ka ʻohana VW Group compact EV ākea.
• PERTE VEC IV puni kālā:€ 1.25 biliona i hoʻokaʻawale ʻia i ka waena o 2025, ʻo ka hā o ke kelepona hoʻolālā EV a me ka papahana kaʻa pili i Sepania, mālama piha ʻia e SEPIDES.

 

A hui pū ʻia, hoʻolilo ʻo Sepania i ʻāina ʻEulopa wale nō ma waho o Kelemania me ʻekolu mau mea kanu cell scale gigawatt -scale, a ʻo ia wale nō ka ʻāina me ka OEM hou -level EV production i hoʻolaʻa ʻia no ka mākeke ʻEulopa e hoʻomaka ana ma 2026.

 

 

ʻEkolu mau pūʻulu kaʻa e hoʻokele nei i ka hoʻololi EV o Sepania, me kēlā me kēia me kahi hana hoʻolālā ʻokoʻa.

 

• Stelantisʻo ia ka heleuma. ʻO kāna pūnaewele Figueruelas kokoke i Zaragoza e hoʻokipa i ka hui hui CATL a hoʻomau i ka hana ʻana i nā papa inoa electrified kī. Hoʻopili pololei ka pūnaewele i ka hana pākaukau i ka hui kaʻa, e ʻae iā Stellantis e hoʻokaʻawale i kāna kaulahao lako LFP ʻEulopa a hōʻemi i ka hilinaʻi ʻana i nā mea lawe mai ʻAsia.
• Hui Volkswagen, ma o kona mau makamaka SEAT a me Cupra, ke hoonoho nei ia Sepania ma ke ano o ka hale hana no kona komo ana -pae EV. ʻO nā hiʻohiʻona ʻehā i hoʻopaʻa ʻia, ʻo Cupra UrbanRebel/Raval, ka VW ID. ʻO Polo, ID.2X, a me Skoda SUV, e kūkulu ʻia ma Martorell a me Pamplona, ​​me nā ʻōnaehana pākaukau i hoʻolako ʻia e ka mea kanu hui Martorell hou a me nā cell mai PowerCo Sagunto.
• ʻO Renault, Hyundai, a me nā poʻe Kinae hoopuni i ke kii. Ke hoʻomau nei ʻo Renault i ka hana ma Valladolid a me Palencia, ʻoiai ua wehe kekahi mau OEM Kina i nā hana kūʻai aku a ke loiloi nei i nā hui hana kūloko. ʻO BYD, ʻo ia hoʻi, ua hōʻoia i ka lehulehu aia ʻo Sepania ma kāna papa inoa pōkole no kahi wāwae hana ʻEulopa.

 

He mea maʻamau kēia ʻano hana OEM no ka ʻāina ʻEulopa hoʻokahi a hāʻawi iā Sepania i kahi kūlana hoʻolālā: ʻo ka nui o ke kaulahao hoʻolako e hana pinepine ʻia he ʻumi makahiki e kūkulu ʻia e hōʻuluʻulu ʻia i loko o ʻekolu a ʻelima mau makahiki.

 

 

He mea koʻikoʻi ke kulekele aupuni o Sepania. ʻO ka papahana PERTE VEC, ʻo ka Strategic Project for Economic Recovery and Transformation of the Electric and Connected Vehicle, i kēia manawa ua neʻe i kāna kelepona ʻehā, me ka € 1.25 biliona i kau ʻia ma 2025 wale nō. I loko o kona ola holoʻokoʻa holoʻokoʻa, manaʻo ʻia ʻo PERTE VEC e hoʻoneʻe ʻoi aku ma mua o € 24 biliona i hui pū ʻia o ka lehulehu a me ka hoʻopukapuka pilikino.

 

ʻO ka mea e ʻokoʻa ai ke ʻano Spanish, ʻo ia ka nānā ʻana i ke kaulahao waiwai piha. ʻAʻole ʻo ka waihona kālā PERTE VEC e uhi wale i ka hana kelepona a me ka ʻeke, akā pū kekahi:

• Nā mea hoʻolako ʻāpana a me nā ʻōnaehana (me nā Tier-1 a me Tier-2s)
• ʻO ka hoʻouka ʻana i nā ʻōnaehana a me ka hoʻohui pūlima
• Ka hoʻohana hou ʻana i ka pākaukau a me ka lua -ponopono ola
• ʻO ke kaʻa i hoʻopili ʻia a me ka hoʻokele kaʻa kūʻokoʻa R&D

 

No nā mea hoʻolako ʻokoʻa kaʻa honua, maopopo ka ʻōlelo: ʻaʻole ʻo Sepania ke kākoʻo wale i nā gigafactories. Ke kākau nei ʻo ia i ka waihona ʻoihana ākea e pono ai kēlā mau gigafactories. ʻO nā ʻoihana e ʻimi mua ana, ma o nā ʻoihana hui, nā hui ʻenehana, a i ʻole nā ​​​​mea hana pololei, ua hoʻonohonoho ʻia e hopu i nā ʻaelike OEM pololei a me ka hopena multiplier mai ka Spanish Tier-1 e hoʻonui ana e lawelawe iā lākou.

 

 

Ke hana nei ka -out i ka makemake no ka lehulehu o na mea kaa a me na lawelawe hana enekinia. ʻO nā pūʻulu ikaika loa:

• ʻO ka hale pākaukau a me nā mea hana, me ka hoailona ia,wili ʻia, akila i uhi ʻiaa me nā pā alumini no nā pūnaewele, nā modula, a me nā ʻeke.
• ʻO nā ʻōnaehana hoʻomaʻalili a me ka wela, nā papa hoʻoluʻu wai, nā paipu, nā manifolds, a me nā modula wela i hoʻohui ʻia no -kaha kiʻekiʻe LFP a me NMC pūʻolo.
• ʻO ka paipu pololei a me ka mālama ʻana i ka wai, laina kaʻa, ʻāpana ʻōnaehana wahie,paipu wai hydraulic, a me EV-kaapuni hooluolu kiko'ī, pono ia mau mea a pau i ke kila welded kiʻekiʻe, kuhiliʻole, apaipu alumini.
• Chassis a me nā ʻāpana hana, nā lālā ke'a, nā paneli ho'oikaika 'ana, a me nā ki'i 'oloka'a -i ho'ololi 'ia i nā paepae papa skate EV.
• Nā lawelawe wiliwili, hana ʻana, a me ka mālama ʻana i ka ʻili, me ka wiliwili laser, MIG/MAG, wili kū'ē, a me -pale pale ʻino e kū ana i nā kikoʻī OEM o ʻEulopa.

 

ʻO kēia kahi i lilo ai nā ikaika kuʻuna o Sepania ma ke ʻano he ʻoihana hana ʻoihana tier-1 i waiwai hoʻolālā. Ua loaʻa i ka ʻāina ka ʻike hohonu i ka hoʻokumu ʻana i ka metala, ka welding, stamping, a me ka mālama ʻana i ka ʻili, nā mea hiki ke palapala pololei i nā koi o ka pā EV a me ka hana chassis.

 

 

ʻEkolu mau manaʻo kūpono no nā mea hoʻolako ʻāpana e loiloi ana iā Sepania ma ke ʻano he ʻāpana o kā lākou wāwae ʻEulopa:

1. ʻAʻole koho ʻia ka localization.Pono nā OEM RFQ i ka makahiki 2026 i ka ʻike kūloko a me nā kaulahao hāʻawi pōkole. E kānana ʻia nā mea kūʻai aku me ka ʻole o ka hana ʻana o Sepania a i ʻole Iberian mai ka hoʻokumu ʻana i kahi kahua hou.
2. Ke pani nei ka puka makani no ka hoʻonohonoho mua ʻana.Ke hana nei ka nalu mua o ka mea hoʻolako gigafactory onboarding i kēia manawa. Ma ka makahiki 2027, ʻo ka pā pākaukau nui, ʻōnaehana hoʻomaha, aʻāpana kūkulue hāʻawi nui ʻia nā ʻaelike. E hana ana nā mea hoʻolako i ke kamaʻilio ʻana ma 2028 mai kahi wai liʻiliʻi o nā ʻoihana i loaʻa.
3. Ke hui nei nā kūlana maikaʻi me nā OEM ʻEulopa ʻĀkau.ʻAʻole ʻo ka hana Paniolo he -ʻano ʻokoʻa haʻahaʻa. SEAT -Cupra, Stellantis, a me VW Group platform ma Sepania i kūkulu ʻia i nā kūlana IATF 16949, PPAP, a me APQP e like me nā paena Kelemania a me Palani. Hiki i nā mea hoʻolako i hōʻoia ʻia i kēia mau kūlana ke hoʻohui pololei.

 

No nā mea hoʻolako me ka hōʻoianā mea hikima ka hana metala, ka wiliwili, ka paipu, a me ka -pili hale pili, ua hoike mai o Sepania i kekahi o na hale hana EV i ko'iko'i loa i keia manawa ma Europa.

 

 

ʻO ka 18 a hiki i 24 mau mahina e hoʻoholo ai. Ma ka hopena o 2026, manaʻo ʻia ʻo PowerCo Sagunto e hana i kāna mau keena mua, ʻo CATL–Stellantis Zaragoza ka mea i manaʻo ʻia e hoʻomaka i ka hana pākaukau LFP, a ʻo ka VW Group komo mua -level EVs e ʻōwili i ka laina Martorell. Ma ka waena o 2027, hoʻomaka ka hana piha piha o PowerCo, a e hoʻokumu nui ʻia ka kaiaola mea hoʻolako ākea a puni kēia mau mea kanu heleuma.

 

He ʻoiaʻiʻo nā pilikia. ʻO nā kumukūʻai ikehu, ka nui o ka grid, ka volatility kumu kūʻai maka, a me nā hakakā kālepa EU-China e hana i ka maopopo ʻole. Akā ʻaʻole maopopo ka hōʻailona kuhikuhi: Ke kūkulu nei ʻo Sepania i kekahi o nā kaiaola hana EV i hoʻohui ʻia ma ʻEulopa, a ke hōʻuluʻulu ʻia nei ke kaulahao lako a puni ia i kēia manawa.

 

No nā mea kūʻai OEM, nā pūʻulu ʻimi, a me nā mea hana ʻāpana e nānā ana i ka hoʻololi EV o ʻEulopa, ʻaʻole ʻo Sepania kahi mākeke e nānā. He makeke ia e komo ai.