Spain Emerges Raws li Kev Ua Haujlwm nrawm -Kev Loj Hlob EV Chaw Tsim Khoom Hauv Tebchaws Europe

Spain tsis yog ib tus neeg siv khoom txuas ntxiv lawm hauv Tebchaws Europe zaj dab neeg tsheb hluav taws xob. Nrog ntau-billion-euro gigafactory tej yaam num rhuav tshem hauv Zaragoza, Valencia, thiab Martorell, thiab Stellantis, Volkswagen, thiab CATL tag nrho cov cog lus rau Spanish ntau lawm kab, lub teb chaws yog positioning nws tus kheej liib qho ntawm cov teb chaws tseem ceeb tshaj plaws EV manufacturing hubs.

 

Rau Tier-1 tus neeg muag khoom ua haujlwm rau European auto market, qhov kev hloov pauv tseem ceeb. Spain tab tom txav los ntawm qhov kawg - qhov chaw sib sau ua ke rau cov tsheb sib tsoo mus rau hauv cov kab ke EV tag nrho uas npog cov hlwb, cov khoom siv, pob khoom, thiab cov tsheb ua tiav. Cov lus nug tsis yog tias Spain yuav dhau los ua lub EV hub loj, tab sis ceev npaum li cas cov saw hlau nyob ib puag ncig nws yuav tsum tau ntsuas.

 

Tsab ntawv xov xwm no saib txog kev nqis peev, kev txhawb nqa txoj cai, OEM cov lus cog tseg, thiab cov khoom xa tawm cov khoom xa tawm uas tau hloov pauv Spain lub luag haujlwm hauv Tebchaws Europe EV kev lag luam, thiab nws txhais li cas rau cov khoom lag luam tsim cov khoom uas nkag mus rau hauv txhua lub tsheb hluav taws xob.

 

Related Nyeem: Indonesia EV Manufacturing Hub: ASEAN's Next Auto Cluster Is Here

 

 

 

Spain tau nyiam ntau dua € 12 billion hauv kev tshaj tawm EV thiab roj teeb kev nqis peev txij li xyoo 2023, txhawb nqa los ntawm kev sib koom ua ke ntawm EU thiab nyiaj txiag hauv tebchaws.

 

Cov ntsiab lus tseem ceeb:

• CATL-Stellantis Zaragoza gigafactory:€ 4.1 billion kev sib koom ua lag luam, 50 GWh lub hom phiaj muaj peev xwm txhua xyoo, 4, 000+ cov haujlwm ncaj qha, kev tsim kho pib thaum lub Kaum Ib Hlis 2025, ntau lawm phiaj xwm rau qhov kawg ntawm 2026, tag nrho ramp los ntawm 2028.
• PowerCo Sagunto (Valencia):Volkswagen Group lub tuam txhab roj teeb, 20 GWh pib muaj peev xwm hla ob kab ntau lawm, thawj lub hlwb tau teem rau lub Cuaj Hlis 2026, tag nrho cov khoom tsim tawm txij Lub Xya Hli 2027, mus txog 3,000 ncaj qha thiab 30,000 txoj haujlwm tsis ncaj.
• SEAT-Cupra Martorell roj teeb sib dhos cog:€ 300 lab peev, qhib lub Kaum Ob Hlis 2025, muab cov roj teeb rau VW ID. Polo, Cupra Raval, thiab dav dua VW Group compact EV tsev neeg.
• PERTE VEC IV nyiaj txiag puag ncig:€ 1.25 billion muab faib nyob rau hauv nruab nrab-2025, qhov thib plaub hu xov tooj ntawm Spain lub tswv yim EV thiab cov kev pab cuam tsheb sib txuas, tag nrho tswj los ntawm SEPIDES.

 

Ua ke, cov haujlwm no ua rau Spain tsuas yog lub tebchaws nyob sab Europe sab nraud lub tebchaws Yelemes nrog peb qhov kev lees paub gigawatt- nplai cov nroj tsuag, thiab tib lub tebchaws uas muaj OEM nkag tshiab- qib EV kev tsim khoom tshwj xeeb rau European lag luam pib xyoo 2026.

 

 

Peb pawg automaker tau tsav Spain txoj kev hloov pauv EV, txhua tus muaj lub luag haujlwm sib txawv.

 

• Stellantisyog lub thauj tog rau nkoj. Nws qhov chaw Figueruelas nyob ze Zaragoza yuav tuav lub CATL kev sib koom ua lag luam thiab txuas ntxiv tsim cov ntawv tseem ceeb hluav taws xob. Lub vev xaib sib txuas cov roj teeb ncaj qha rau lub tsheb sib dhos, tso cai rau Stellantis mus rau thaj chaw nws cov khoom siv nyob sab Europe LFP thiab txo qis kev vam khom rau Asian imports.
• Volkswagen Group, los ntawm nws cov SEAT thiab Cupra hom, tab tom tso Spain ua lub tsev tsim khoom rau nws nkag mus - theem EV platform. Plaub tus qauv pom zoo, Cupra UrbanRebel/Raval, VW ID. Polo, ID.2X, thiab ib tug Skoda SUV, tag nrho cov yuav tsim nyob rau hauv Martorell thiab Pamplona, ​​nrog roj teeb systems muab los ntawm tshiab Martorell los ua ke cog thiab hlwb los ntawm PowerCo Sagunto.
• Renault, Hyundai, thiab Suav nkagpuag ncig daim duab. Renault tseem ua haujlwm nyob rau hauv Valladolid thiab Palencia, thaum ob peb Suav OEMs tau qhib kev muag khoom thiab tab tom ntsuas kev koom tes hauv zos. BYD, tshwj xeeb, tau lees paub rau pej xeem tias Spain yog nyob rau hauv nws daim ntawv teev npe luv rau European tsim hneev taw.

 

Qhov kev ua haujlwm ntawm OEM no txawv txawv rau ib lub tebchaws nyob sab Europe thiab ua rau Spain muaj qhov zoo ntawm cov qauv: cov saw hlau ntom ntom uas feem ntau yuav siv sijhawm kaum xyoo los tsim yog sib sau ua ke hauv peb mus rau tsib xyoos.

 

 

Spanish tsoom fwv txoj cai tau ua ib qho tseem ceeb pab. Txoj haujlwm PERTE VEC, Txoj Haujlwm Zoo Tshaj Plaws rau Kev Txhim Kho Kev Lag Luam thiab Kev Hloov Hluav Taws Xob thiab Kev Txuas Tsheb, tam sim no tau txav mus rau hauv nws qhov kev hu thib plaub, nrog € 1.25 billion xa mus rau xyoo 2025 ib leeg. Thoob plaws nws lub neej tag nrho, PERTE VEC xav tias yuav npaj ntau dua € 24 billion hauv kev sib koom ua lag luam pej xeem thiab ntiag tug.

 

Dab tsi ua rau Spanish txoj kev sib txawv yog nws txoj kev tsom mus rau tag nrho cov nqi saw. PERTE VEC cov nyiaj pab them nqi tsis yog ntawm tes thiab pob khoom nkaus xwb, tab sis kuj:

• Cov khoom siv thiab cov khoom siv (suav nrog Tier-1s thiab Tier-2s)
• Charging infrastructure thiab kab sib koom ua ke
• Roj teeb rov ua dua tshiab thiab thib ob - daim ntawv thov lub neej
• Txuas lub tsheb thiab kev tsav tsheb R & D

 

Rau cov neeg muab khoom siv tsheb thoob ntiaj teb, cov lus tau meej meej: Spain tsis yog tsuas yog pab nyiaj rau gigafactories. Nws yog underwriting lub dav industrial puag uas cov gigafactories xav tau. Cov tuam txhab lag luam uas nyob hauv zos thaum ntxov, los ntawm kev sib koom ua lag luam, kev sib koom tes thev naus laus zis, lossis kev tsim khoom ncaj qha, tau muab tso rau txhawm rau ntes ob qho tib si OEM cov ntawv cog lus thiab cov txiaj ntsig ntau los ntawm Spanish Tier-1s nthuav dav los pab lawv.

 

 

Kev tsim- tawm yog tsim kev thov rau ntau yam khoom siv tsheb thiab cov kev pabcuam engineering. Cov pawg nquag tshaj plaws suav nrog:

• Roj teeb vaj tsev thiab cov khoom siv hauv tsev, suav nrog stamped,welded, thiabcoated hlauthiab aluminium enclosures rau cov hlwb, modules, thiab pob khoom.
• Cua txias thiab thermal tswj systems, kua cua txias daim hlau, hoses, manifolds, thiab integrated thermal modules rau siab -muaj peev xwm LFP thiab NMC packs.
• Precision tubing thiab dej tuav, nres kab, roj system Cheebtsam,hydraulic tubing, thiab EV- tshwj xeeb cua txias circuits, tag nrho cov uas yuav tsum tau siab -qib welded steel, stainless, thiabaluminium tubing.
• Chassis thiab structural qhov chaw, hla cov tswv cuab, cov cuab yeej txhawb nqa, thiab yob- tsim cov profiles hloov mus rau EV skateboard platforms.
• Vuam, sib sau, thiab kho qhov chaw, suav nrog laser vuam, MIG/MAG, tsis kam vuam, thiab tiv thaiv- cov txheej txheem xeb uas ua tau raws li European OEM specifications.

 

Qhov no yog qhov chaw Spain qhov kev muaj zog ib txwm ua raws li qib-1 kev lag luam kev lag luam dhau los ua cov cuab yeej cuab tam. Lub teb chaws twb muaj kev txawj ntse tob hauv kev tsim hlau, vuam, stamping, thiab kev kho saum npoo, muaj peev xwm qhia ncaj qha mus rau cov kev cai ntawm EV roj teeb thiab chassis ntau lawm.

 

 

Peb qhov kev cuam tshuam zoo rau cov neeg muab khoom lag luam ntsuas Spain raws li ib feem ntawm lawv cov hneev taw European:

1. Localization tsis yog xaiv tau lawm.OEM RFQs nyob rau hauv 2026 nce xav tau cov ntsiab lus hauv zos thiab cov khoom siv luv luv. Cov neeg muab khoom lag luam uas tsis muaj Spanish lossis Iberian raug tsim tawm yuav raug lim tawm ntawm qhov chaw tshiab.
2. Lub qhov rais rau qhov chaw thaum ntxov yog kaw.Thawj nthwv dej ntawm gigafactory tus neeg muag khoom onboarding tau tshwm sim tam sim no. Los ntawm 2027, lub roj teeb loj loj, qhov system txias, thiabtus qauv tsimcov ntawv cog lus yuav tau txais txiaj ntsig ntau. Cov neeg muag khoom nkag mus rau kev sib tham hauv 2028 yuav ua haujlwm los ntawm lub pas dej me me ntawm kev lag luam.
3. Cov qauv zoo yog converging nrog Northern European OEMs.Spanish ntau lawm tsis yog ib qho qis dua -spec lwm txoj. SEAT-Cupra, Stellantis, thiab VW Group platforms hauv Spain yog tsim los rau tib yam IATF 16949, PPAP, thiab APQP cov qauv raws li German thiab Fabkis qhov chaw. Cov neeg muab khoom uas twb tau lees paub rau cov qauv no tuaj yeem koom ua ke ncaj qha.

 

Rau cov neeg muag khoom nrog pov thawjpeev xwmhauv kev tsim hlau, vuam, tubing, thiab roj teeb-txog cov qauv tsim, Spain sawv cev rau ib qho ntawm cov khoom siv EV ntau tshaj plaws tsim- tawm tam sim no nyob hauv Europe.

 

 

Tom ntej no 18 mus rau 24 lub hlis yog txiav txim siab. Thaum kawg ntawm 2026, PowerCo Sagunto yuav tsum tsim nws thawj lub hlwb, CATL-Stellantis Zaragoza yog lub hom phiaj los pib LFP roj teeb, thiab thawj VW Pawg nkag- theem EVs yuav yob tawm ntawm Martorell kab. Los ntawm nruab nrab-2027, PowerCo cov khoom lag luam tag nrho pib, thiab cov khoom lag luam dav dav nyob ib puag ncig cov chaw thauj tog rau nkoj no yuav tsim tau ntau.

 

Qhov txaus ntshai yog tiag tiag. Cov nqi hluav taws xob, hluav taws xob muaj peev xwm, cov khoom siv raw khoom tsis hloov pauv, thiab EU-Tuam Tshoj kev lag luam tsis sib haum xeeb txhua yam ua rau tsis paub tseeb. Tab sis cov lus qhia taw qhia tsis meej: Spain tab tom tsim ib qho kev sib koom ua ke EV kev tsim khoom lag luam nyob hauv Europe, thiab cov saw hlau nyob ib puag ncig nws tau sib sau ua ke tam sim no.

 

Rau cov neeg yuav khoom OEM, pab pawg neeg muab khoom, thiab cov tuam txhab tsim khoom taug qab Europe txoj kev hloov pauv EV, Spain tsis yog lub khw muag khoom ntxiv lawm. Nws yog ib lub lag luam yuav tsum nyob rau hauv.