Āraia ngā Whiu, ngā Pupuritanga Taake, me ngā Tukunga i Whakakahoretia — Mō ngā Kaihanga me ngā Kaihoko Pūhiko EV anake
Mena he kaihanga pākahiko EV koe, he kaweake, he kaihanga waka rānei e tuku ana i ngā hua pākahiko ki te US — kati te panuku. Ko teTe rā kati mō te 31 o Mei, 2026E toru marama tonu te toe mō te Pūrongo Kohuke Pakanga (CMR) a te SEC mō te tau 2025, ā, 90% o tō mōrearea tutuki i ngā whakaritenga, te kawenga pūrongo, me ngā whiu pea e hono tika ana ki te mekameka tuku pākahiko EV.
I te tau 2025, 32% o ngā tono a te umanga waka hiko i whakakahoretia e te SEC, i mutu rānei i te pupuri i ngā ture a te tari tāke mō te korenga o te whai i ngā kohuke pākahiko, me ngā whiu tae atu ki te $1.2M mō ia takahi. He aratohu tēnei mō ngā kaipupuri pākahiko waka hiko anake, me tētahi rārangi arowhai 90-rā ka taea te mahi, ngā whakahoutanga ture 2026 e pā ana ki ngā rauemi pākahiko, me ngā mahanga tino noa hei karo.
Ngā Whakahōutanga Ture SEC 2026: Ngā Mea Me Mōhio Ngā Kaiwhaiwāhi Pūhiko EV
Kua whakawhānuihia e te Ture Dodd-Frank 307 a te SEC tōna whānuitanga mō te tau pūrongo 2025 (ka tae ki te 31 o Mei, 2026) — ā, ko ngā huringa nui rawa atu ka pā tika ki ngā mekameka tuku pākahiko EV:
- Kua Tāpirihia ngā Kohuke Hira-Pūhiko ki te Aroturuki WhakahauKo te lithium, te cobalt, me te nickel (ngā rauemi matua o ngā matū pākahiko EV katoa, mai i te LFP ki te NCM) kua whakahaeretia inaianei me ngā kohuke 3TG tuku iho (tine, tantalum, tungsten, koura). Mō ngā pākahiko EV, ko ēnei kohuke e toru e hanga ana i te 80%+ o tō rahinga rauemi kua whakahaeretia.
- Te Mana Whakahaere mō te Aroturuki i te Mekameka Tuku Pūhiko KatoaMe mahere e koe tō mekameka tuku pākahiko ki raro ki te taumata keri Tier 3 — kaua ko tō kaiwhakarato pūtau anake. Ko te tikanga o tēnei ko te aroturuki mai i:
Te keri (ngā maina tote lithium/toka mārō, ngā maina cobalt/nickel)
Te whakamahine me te tukatuka
Te hanga rauemi katote/anote
Te hanga pūtau EV
Huihuinga mōkihi pākahiko
- Te Whakaritenga Arotake a te Rōpū Tuatoru mō ngā Kaituku Nui-rahiMe whakauru e ngā kaihokohoko pākahiko EV me ngā tuku ā-tau o te US neke atu i te $10M USD he arotake kua whakamanahia e te hunga tuatoru mō te whai i ngā kohuke pākahiko i roto i tā rātou tuku CMR.
- Kore Manawanui ki te Rapunga i ngā Rohe PakangaMe tino tirotirohia ngā pākahiko kei roto ngā kohuke mai i te Democratic Republic of the Congo (DRC) me ngā whenua e pāngia ana e te pakanga, me ngā tuhinga katoa hei whakaatu kāore he pūtea i tautokona e ngā rōpū patu.
Rārangi Arowhai Whakarite mō te Pakanga o te Pūhiko EV 90-Rā (Mō te Marama)
Kua hangaia tēnei rārangi arowhai ā-wāhanga mō ngā kaihanga me ngā kaweake pākahiko EV anake, me ngā mahi hei whakatutuki i te rā kati o te 31 o Mei me te kore e whakaroa i te meneti whakamutunga:
Marama 1: Hui-tanguru 2026 – Maehe 2026 | Maheretanga o te Mekameka Tuku me te Kohikohi Raraunga
Whāinga MatuaMaukati i te whai i ngā rauemi pākahiko katoa i roto i ō tukunga US mō te tau 2025, whakakorea ngā āputa raraunga i mua i te wā arotake.
- Tangohia ō raraunga pākahiko tukunga US mō te tau 2025: Tuhia he rārangi katoa o ia tauira pākahiko EV, te matū pūtau, me te puranga i tukuna ki te US i te tau 2025, me ngā kaiwhakarato pūtau me ngā rā whakaputa.
- Maherehia ngā taumata mekameka tuku pākahiko: Tuhia ngā kaiwhakarato katoa i roto i tō rerenga whakaputa pākahiko, mai i ngā kaiwhakaemi kete ki ngā mahi keri, me ngā taipitopito whakapā mō ngā kaiārahi tutuki ture i ia kaiwhakarato Taumata 1, 2, me te 3.
- Tukuna he tono raraunga whaimana ki ngā kaiwhakarato katoa, mā te whakamahi i tētahi tauira e hangai ana ki te SEC hei kohi:
Whenua taketake mō ngā rauemi katoa o te lithium, te cobalt, me te nickel
Ingoa o te maina, te wāhi o te whare whakapai, me ngā tuhinga tūnga kore-pakanga
Ngā tuhinga katoa mō te mekameka tiaki mō ngā tukunga o te tau 2025
- Tohua ngā rauemi mōrearea nui: Tāutuhia ngā rauemi pākahiko kāore i oti ngā raraunga takenga mai, i ahu mai rānei i ngā rohe mōrearea nui, hei tirotiro matua.
Marama 2: Maehe 2026 – Paenga-whāwhā 2026 | Aromatawai Mōrearea me te Whakamanatanga Tuatoru
Whāinga MatuaWhakaotia tō mahi tirotiro, whakatauhia ngā āputa raraunga, ā, katihia te whakamana arotake mō tō tuku.
- Whakahaerehia he aromatawai mōrearea pakanga: Mō ngā rauemi pākahiko katoa i ahu mai i ngā rohe mōrearea nui, whakaotia he arotake āta tirotiro e tutuki ana i ngā whakaritenga a te SEC, tae atu ki ngā arotake kaiwhakarato me te manatoko mekameka tiaki.
- Whakatauhia ngā āputa raraunga kāore anō kia whakautua: Whaia te whakapā atu ki ngā kaiwhakarato pākahiko kāore e aro mai ana, me te whakarite i ngā rā kati mō te tuku tuhinga — kia rite ngā raraunga kaiwhakarato tārua mō ngā tuhinga kāore anō kia oti.
- Whakamahia he kaitātari kaute tuatoru e mōhiotia ana e te SEC: Mena ka tutuki i a koe te paepae tuku $10M, whakaritea he kaitātari kaute he wheako motuhake ki te umanga pākahiko EV hei manatoko i ō raraunga whaiwhai me ngā tukanga tirotiro tika.
- Tuhia ō mahi whakaitiiti: Mō ngā mōrearea pakanga kua kitea, whakapūmautia he mahere whakaitiiti tuhituhi (hei tauira, te whakakorenga o ngā kaiwhakarato, te kimi rauemi rerekē) hei whakauru ki tō CMR.
Marama 3: Paenga-whāwhā 2026 – 31 Mei, 2026 | Whakaoti Pūrongo me te Tukunga SEC
Whāinga MatuaWhakaotihia tō pūrongo e tutuki ana i ngā whakaritenga, karohia ngā hapa o te meneti whakamutunga, ā, tukuna i te wā tika.
- Tuhia tō Pūrongo Pakanga Kohuke katoa: Whāia ngā whakaritenga whakatakotoranga a te SEC, tae atu ki:
Whakaahuatanga katoa o te tukanga tirotiro tika mō tō mekameka tuku pākahiko EV
Whakakitenga whenua taketake mō ngā kohuke pākahiko kua whakahaeretia katoa
Ngā hua o tō aromatawai mōrearea pakanga
Ngā mahi whakaiti mō ngā mōrearea kua tautuhia
￮ Whakamanatanga arotake a te hunga tuatoru (mēnā e hiahiatia ana)
- Whakahaerehia he arotake i mua i te tukunga o ngā ture: Me arotake e tētahi tohunga ture tō tauira pūrongo hei hopu i ngā take e whakahēngia ai e te SEC.
- Tukuna tō pūrongo ki te SEC: Tukuna mai tō CMR whakamutunga mā te pūnaha EDGAR a te SEC i mua i te 31 o Mei, 2026.
- Pūrangatia ngā tuhinga katoa: Rokirokihia ngā tuhinga katoa mō te mekameka tuku pākahiko, ngā pūrongo arotake, me ngā kōnae tuku mō te iti rawa o te 5 tau, e ai ki ngā whakaritenga pupuri tuhinga a te SEC.
5 Ngā Pūwhakaoho Whakakorenga CMR Pūhiko EV Tino Noa (Raraunga Ahumahi 2025)
I te tau 2025, e 4 i roto i te 10 ngā CMR o te umanga EV i whakakahoretia i rahua mō ngā hapa hanganga-pūhiko. Āta karohia ēnei mahanga matua e 5:
- Te Aroturukitanga Kohuke o te Pūhiko Kāore i OtiKo te take #1 i whakakahoretia ai — te korenga e whai i te lithium/cobalt/nickel i tua atu i te kaiwhakarato pūtau, me te kore raraunga takenga keri.
Tauira Tuturu o te tau 2025I puritia ngā ipu kaipuke e 12 a tētahi kaihokohoko pākahiko EV o Ūropi i te Tauranga o Los Angeles nā te mea ko ngā raraunga kaiwhakarato pūtau anake i roto i tā rātou CMR, kāore he whare whakapai rino lithium, he tuhinga takenga mai rānei o ngā maina.
- Te Whānuitanga Hē o ngā Kohuke Whakahaeretia: Te korenga o te lithium pākahiko LFP i roto i te aroturuki, i raro i te whakaaro hē kāore he matū kore-kobalt/nickel. Ko ngā lithium katoa o te taumata pākahiko ka whakahaeretia i te tau 2026, ahakoa te matū pūtau.
- Ngā Rekoata Tiakitanga e Ngaro anaKāore he tuhinga e hono ana i ngā puranga rauemi pākahiko ki ngā pūtake maina/whakapaipai motuhake, me ngā āputa i waenga i ngā tuku a ngā kaiwhakarato me te hanga pākahiko a tō kamupene.
- Aromatawai Mōrearea Kore-TureTe korenga e whakahaere i ngā mahi tirotiro tika mō ngā rauemi pākahiko i ahu mai i te DRC me ngā whenua tata, me te kore he mahere whakaiti i tuhia mō ngā mōrearea kua tautuhia.
- Arotake Tuatoru-MutuTe tatari kia tae ki te marama whakamutunga ki te utu i tētahi kaitātari kaute, ā, kāore i oti te whakamana me te korenga o te rā kati tuku.
ULi Power: Tō Hoa Whakatutuki i ngā Pakanga Pūhiko EV
Kāore e tika kia waiho hei kawenga te whakatere i ngā ture pakanga kohuke a te SEC mō ngā pākahiko EV i te tau 2026. I ULi Power, he tohunga mātou ki te whakatutuki i ngā whakaritenga ā-ao mō ngā pākahiko EV, me te 100% te angitu e āwhina ana i te 50+ o ngā kaihanga pākahiko me ngā kaihanga motuka o te ao ki te whakatutuki i ngā whakaritenga a te SEC me te mākete o US.
Ko ā mātou otinga motuhake mō ngā pakanga pākahiko EV ko:
- Pūhara Whaiaronga Mekameka Tuku PūhikoHe pūnaha kapua hei mahere me te aroturuki i tō mekameka tuku pākahiko katoa, mai i te keri ki te huihuinga kete, me te kohikohi raraunga aunoa a ngā kaiwhakarato me te pupuri tuhinga e hangai ana ki te SEC.
- Arotake i te Whakatutukitanga i mua i te TukungaArotakenga a te tohunga i tō tauira CMR hei hopu i ngā mea e pāngia ai e te whakakorenga, me te 10+ tau o te wheako ki te whakatutuki i ngā whakaritenga SEC mō te pākahiko EV.
- Te Whakaritenga Arotake a te Rōpū TuatoruNgā hononga mahi tahi me ngā kaitātari kaute kua whakamanahia e te SEC e tohunga ana ki ngā rauemi pākahiko EV, e tapahi ana i ngā wā arotake mā te 30% ki ngā toharite o te ahumahi.
- Tautoko Tonu mō te WhakatutukitangaTe toro atu ki ngā kaiwhakarato puta noa i te tau, te whakahaere tuhinga, me ngā whakahoutanga ture 2027 kia mau tonu ai te tutuki i ngā whakaritenga o ō tuku i te US mō te wā roa.
Kua rite koe ki te whakatutuki i te rā kati o te 31 o Mei, me te kore e manukanuka ki ngā āputa ture i te meneti whakamutunga? Whakapā atu ki ā mātou tohunga ture mō ngā pākahiko EV i tēnei rā mō tētahi arotake tuku-mua kore utu o ō raraunga mekameka tuku mō te tau 2025.
Īmēra Uiui:info@uli-power.com
Whakapā mai: +86 18565703627
Paetukutuku:www.uli-power.com
Te wā tuku: 25-Pepuere-2026
