Spain Ikutulukira Monga Mwachangu-Hub Yopanga Ma EV Ku Ulaya

Spain salinso wosewera wozungulira munkhani yamagalimoto amagetsi ku Europe. Pokhala ndi-mabiliyoni-mapulojekiti opanga ma euro gigafactory ku Zaragoza, Valencia, ndi Martorell, ndi Stellantis, Volkswagen, ndi CATL onse akudzipereka kumakampani opanga zinthu zaku Spain, dzikolo likuchita bwino.imodzi mwamalo opangira ma EV ofunikira kwambiri padziko lonse lapansi.

 

Kwa Otsatsa a Gulu-1 omwe akugulitsa msika wamagalimoto ku Europe, kusintha ndikofunikira. Dziko la Spain likuchoka pamalo omaliza-pamalo ochitirako msonkhano wa magalimoto oyaka kulowa mu EV ecosystem yodzaza ndi ma cell, ma module, mapaketi, ndi mapulaneti athunthu agalimoto. Funso silinalinso ngati Spain ikhala likulu la EV, koma kuchuluka kwazinthu zozungulira kudzafunika kukulirakulira bwanji.

 

Nkhaniyi ikuyang'ana zandalama, chithandizo cha mfundo, kudzipereka kwa OEM, ndi ma siginecha amtundu wazinthu zomwe zikusinthanso gawo la Spain mumakampani a EV ku Europe, ndi zomwe zikutanthauza kwa ogulitsa zigawo zomwe zimamanga magawo omwe amapita mugalimoto iliyonse yamagetsi.

 

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Spain yakopa ndalama zoposa € 12 biliyoni pakulengezedwa kwa EV ndi mabatire kuyambira 2023, mothandizidwa ndi kusakanikirana kogwirizana kwa EU ndi ndalama zadziko.

 

Zithunzi zazikuluzikulu zamutu:

• CATL-Stellantis Zaragoza gigafactory:€4.1 mabiliyoni ogwirizana, 50 GWh pachaka cholinga, 4,000+ ntchito zachindunji, ntchito yomanga inayamba November 2025, zomwe zikuyembekezeka kumapeto kwa 2026, zikuyenda bwino pofika 2028.
• PowerCo Sagunto (Valencia):Gulu lothandizira batire la Volkswagen Gulu, 20 GWh mphamvu yoyambira pamizere iwiri yopanga, ma cell oyamba omwe akukonzekera Seputembara 2026, kupanga mndandanda wathunthu kuyambira Julayi 2027, mpaka 3,000 mwachindunji ndi 30,000 ntchito zosalunjika.
• SEAT-Cupra Martorell batire yolumikizira mabatire:Ndalama za € 300 miliyoni, zomwe zidatsegulidwa Disembala 2025, zimapereka makina a batri a ID ya VW. Polo, Cupra Raval, ndi banja lonse la VW Group compact EV.
• Ndalama za PERTE VEC IV:€ 1.25 biliyoni yoperekedwa mkati mwa 2025, kuyimba kwachinayi kwa Spain Strategic EV ndi pulogalamu yamagalimoto yolumikizidwa, yoyendetsedwa ndi SEPIDES.

 

Zonse pamodzi, mapulojekitiwa apangitsa dziko la Spain kukhala dziko lokhalo la ku Ulaya kunja kwa Germany lomwe lili ndi makina atatu otsimikizika a gigawatt-, komanso dziko lokhalo lomwe lili ndi zida zatsopano za OEM-zopangidwa ndi EV zoperekedwa ku msika waku Europe wokhazikitsidwa mu 2026.

 

 

Magulu atatu opanga magalimoto akuyendetsa kusintha kwa EV ku Spain, aliyense ali ndi gawo losiyana.

 

• Stellantisndi nangula. Malo ake a Figueruelas pafupi ndi Zaragoza adzalandira mgwirizano wa CATL ndikupitiriza kupanga zilembo zazikulu zamagetsi. Tsambali limagwirizanitsa kupanga mabatire mwachindunji ndi msonkhano wamagalimoto, zomwe zimalola Stellantis kuti ipezeke ku Europe LFP yake yogulitsira ndikuchepetsa kudalira zinthu zaku Asia.
• Gulu la Volkswagen, kudzera mumitundu yake ya SEAT ndi Cupra, ikuyika dziko la Spain ngati nyumba yopangira-platform yake ya EV. Mitundu inayi yotsimikizika, Cupra UrbanRebel/Raval, VW ID. Polo, ID.2X, ndi Skoda SUV, zonse zidzamangidwa ku Martorell ndi Pamplona, ​​ndi machitidwe a batri operekedwa ndi chomera chatsopano cha Martorell ndi maselo ochokera ku PowerCo Sagunto.
• Otsatira a Renault, Hyundai, ndi aku Chinazungulirani chithunzicho. Renault ikupitilizabe kugwira ntchito ku Valladolid ndi Palencia, pomwe ma OEM angapo aku China atsegula zogulitsa ndipo akuwunika mgwirizano wapagulu. BYD, makamaka, yatsimikizira poyera kuti Spain ili pamndandanda wawo wachidule wazomwe zikuchitika ku Europe.

 

Kuchulukana kwa ntchito za OEM kumeneku sikwachilendo kudziko limodzi la ku Europe ndipo kumapangitsa dziko la Spain kukhala ndi mwayi wokhazikika: kuchuluka kwazinthu zomwe zimatenga zaka khumi kuti zimangidwe zikusonkhanitsidwa zaka zitatu kapena zisanu.

 

 

Ndondomeko ya boma la Spain yakhala yothandiza kwambiri. Pulogalamu ya PERTE VEC, Strategic Project for Economic Recovery and Transformation of Electric and Connected Vehicle, tsopano yalowa mu foni yake yachinayi, ndi € 1.25 biliyoni yomwe inatumizidwa mu 2025 yokha. Pa moyo wake wonse, PERTE VEC ikuyembekezeka kusonkhanitsa ndalama zoposa €24 biliyoni pakuphatikiza ndalama zaboma komanso zapadera.

 

Chomwe chimapangitsa kuti njira yaku Spain ikhale yosiyana ndikuyang'ana kwake pamtengo wathunthu. Ndalama za PERTE VEC sizimangopanga ma cell ndi mapaketi, komanso:

• Othandizira zigawo ndi machitidwe (kuphatikiza Tier-1s ndi Tier-2s)
• Zomangamanga zolipiritsa ndi kuphatikiza kwa gridi
• Kubwezeretsanso mabatire ndikugwiritsa ntchito-nthawi yachiwiri
• Galimoto yolumikizidwa komanso kuyendetsa pawokha R&D

 

Kwa ogulitsa zida zamagalimoto apadziko lonse lapansi, uthengawo ndi womveka bwino: Spain sikuti imangopereka ndalama zothandizira ma gigafactories. Ikulemba maziko okulirapo a mafakitale omwe ma gigafactories amafunikira. Makampani omwe amapezeka msanga, kudzera m'mabizinesi ogwirizana, maubwenzi aukadaulo, kapena kupanga mwachindunji, ali ndi mwayi wojambula makontrakitala achindunji a OEM komanso kuchulutsa kuchokera ku Spanish Tier-1s kukula kuti awatumikire.

 

 

Kupanga-kukupangitsa kuti pakhale kufunika kwa magawo osiyanasiyana amagalimoto ndi ntchito zauinjiniya. Magulu omwe akugwira ntchito kwambiri ndi awa:

• Battery nyumba ndi zigawo zomangamanga, kuphatikizapo sitampu,weld,ndizitsulo zokutirandi zotsekera za aluminiyumu zama cell, ma module, ndi mapaketi.
• Kuzizira ndi kasamalidwe ka kutentha, mbale zoziziritsa zamadzimadzi, ma hose, manifolds, ndi ma module ophatikizika amatenthedwe amphamvu-apaketi a LFP ndi NMC.
• Machubu olondola komanso kusamalira madzimadzi, mizere yama brake, zida zamafuta,hydraulic chubu, ndi ma EV-mawotchi ozizirira ena, onse amafunikira-zitsulo zowotcherera, zosapanga panga, ndimachubu a aluminiyamu.
• Chassis ndi zigawo zomanga, mamembala osiyanasiyana, ma reinforcement panels, ndi mawonekedwe-opanga ma profailo otengera nsanja za EV skateboard.
• Kuwotcherera, kupanga, ndi chithandizo chapamwamba, kuphatikizapo welding laser, MIG/MAG, resistance welding, ndi anti-zomangira corrosion zomwe zimayenderana ndi mfundo za European OEM.

 

Apa ndipamene mphamvu zachikhalidwe zaku Spain monga chuma chopangira tier-1 chimakhala chanzeru. Dzikoli lili kale ndi ukadaulo wozama pakupanga zitsulo, kuwotcherera, kupondaponda, ndi chithandizo chapamwamba, kuthekera komwe kumayenderana ndi zofunikira za batire ya EV ndi kupanga chassis.

 

 

Zotsatira zitatu zothandizira othandizira omwe akuwunika Spain ngati gawo lawo ku Europe:

1. Kusintha kwamalo sikulinso kosankha.Ma OEM RFQ mu 2026 amafunikira kwambiri zomwe zili m'deralo komanso maunyolo ochepa. Otsatsa opanda Spanish kapena Iberia opanga adzasefedwera papulatifomu yatsopano.
2. Zenera lakuyika koyambirira likutseka.Gawo loyamba la gigafactory supplier onboarding likuchitika tsopano. Pofika chaka cha 2027, malo otsekera mabatire akuluakulu, makina ozizirira, ndichigawo chapangidwemakontrakitala adzaperekedwa kwambiri. Otsatsa omwe akuyamba kukambirana mu 2028 adzakhala akugwira ntchito kuchokera kumagulu ang'onoang'ono omwe alipo.
3. Miyezo yabwino ikugwirizana ndi Northern European OEMs.Kupanga kwa Chisipanishi sikulinso njira yochepera-ndi zina. SEAT-Mapulatifomu a Cupra, Stellantis, ndi VW Group ku Spain amamangidwa motsatira miyezo ya IATF 16949, PPAP, ndi APQP yofanana ndi ya ku Germany ndi ku France. Ogulitsa omwe ali kale ovomerezeka ku miyezo imeneyi akhoza kugwirizanitsa mwachindunji.

 

Kwa ogulitsa omwe ali ndi umbonikuthekerapakupanga zitsulo, zowotcherera, machubu, ndi mabatire-zogwirizana nazo, Spain ndi imodzi mwazinthu zokhazikika kwambiri zopangira ma EV{1}}zimene zikuchitika ku Europe.

 

 

Miyezi 18 mpaka 24 yotsatira ndiyotsimikiza. Pofika kumapeto kwa 2026, PowerCo Sagunto ikuyembekezeka kutulutsa ma cell ake oyamba, CATL–Stellantis Zaragoza ikuyembekezeka kuyamba kupanga mabatire a LFP, ndipo ma VW Group oyamba -malevel EV adzatuluka pa mzere wa Martorell. Pofika pakati pa 2027, kupanga kwathunthu kwa PowerCo kuyambika, ndipo njira yokulirapo yoperekera zachilengedwe mozungulira mbewu za nangula izi ikhazikitsidwa.

 

Zowopsa zake ndi zenizeni. Mtengo wamagetsi, kuchuluka kwa gridi, kusasinthika kwamitengo yazinthu, ndi mikangano yamalonda ya EU-China zonse zimapangitsa kusatsimikizika. Koma chiwongolero chowongolera ndi chodziwika bwino: Spain ikumanga imodzi mwazinthu zophatikizika kwambiri zopangira ma EV ku Europe, ndipo njira zogulitsira zozungulira zikusonkhanitsidwa pakali pano.

 

Kwa ogula a OEM, magulu otsatsa, ndi opanga zigawo zomwe zimatsata kusintha kwa EV ku Europe, Spain sikhalanso msika woti muwone. Ndi msika woti ukhalemo.