Ua paʻa nā pūʻali hou o waho i ka "maka kālā"

I loko o nā makahiki he 140 o ka hoʻomohala ʻana i ka ʻoihana kaʻa, ua emi a kahe nā mana kahiko a me nā mea hou, a ʻaʻole i pau ka haunaele o ka make a me ka hānau hou ʻana.

ʻO ka pani ʻana, ka panakalupa a i ʻole ka hoʻonohonoho hou ʻana o nā ʻoihana ma ka mākeke honua e lawe mau i nā mea kānalua ʻole i ʻike ʻole ʻia i ka mākeke mea kūʻai kaʻa i kēlā me kēia manawa.

I kēia manawa, i ke ʻano hou o ka hoʻololi ʻana i ka ikehu a me ka hoʻololi ʻana i ka ʻoihana, i ka wā e wehe ai nā mōʻī o ka wā kahiko i ko lākou mau lei aliʻi ma hope o kekahi, ʻo ka reshuffle a me ka ebb o nā hui kaʻa e kū mai ana kekahi ma hope o kekahi. Malia paha "ke koho kūlohelohe, survival of the fittest" "ʻO ke kānāwai o ke ʻano he ala ʻē aʻe e hana hou ai i ka mākeke kaʻa.

Ua paʻa nā pūʻali hou o waho i ka "maka kālā"

I nā makahiki i hala iho nei, ua ʻae ke kaʻina hana electrification i hoʻokumu ʻia ma Kina i nā hui micro-car kuʻuna a hoʻopau i ka hapa nui o nā speculators.Akā naʻe, ʻoiai ke komo ʻana o ka ʻoihana ikehu hou i ke kahua keʻokeʻo wela, ke haʻi mau nei nā haʻawina o ka mōʻaukala iā mākou ʻaʻole e aʻo nā kānaka mai ka ʻike o ka mōʻaukala!

Ma hope o nā inoa ʻo Bojun, Sailin, Byton, Ranger, Green Packet, etc.

ʻO ka mea pōʻino, e like me ka haʻaheo ma hope o ka ʻeha, ʻo ka make ʻana o kēia mau hui kaʻa Kina ʻaʻole wale i hiki ke lawe i kahi makaʻala iki i ka ʻoihana holoʻokoʻa, akā ua hāʻawi ʻia i kumu hoʻohālike no ka nui aʻe o nā mea pāʻani o waho e hahai ai.

I ke komo ʻana i ka makahiki 2022, ua make nā mea hana kaʻa PPT a me nā mea like i Kina, a ʻo nā pūʻali lua-papa hou e like me Weimar a me Tianji i ola ma mua e ulu nui ana i ka pilikia.

Ma ka lima 'ē aʻe, ke global market clamoring e oi aku Tesla ka Lucid a me Rivian, FF a me Nikola, i ikeia he wahahee, a me ka puka ana o na hui kaʻa mai a puni ka honua. Ke hoʻohālikelike ʻia me ka "kūʻai aku i nā kaʻa", mālama mau lākou i ka hanana Carnival e pili ana i ke kapikala.

E like me ka mākeke kaʻa Kina i ʻelima mau makahiki i hala aku nei, e hoʻopuni ana i ke kālā, e hoʻopuni ana i ka ʻāina, a me ka hoʻāʻo ʻana i nā ʻano āpau e "pena i kahi pai nui", ʻo ia mau ʻano i hoʻowahāwahā ʻia e nā mea a pau akā e huki mau i ka manaʻo o ke kapikala, he mau hiʻohiʻona o ka farce i ka makeke honua, a i ʻole He puʻupuʻu hana kaʻa me ka manaʻolana liʻiliʻi.

Hoʻopili ʻia nā mea a pau me ka "kālā"

Ma hope o nā makahiki o ka hoʻāʻo ʻana o ka mākeke a me ka hoʻokūkū me ke kapikala, kūpono ke ʻōlelo ʻana ua hoʻopau ʻo Kina i ka nānā ʻana o nā hui mana hou.

ʻO ka mea mua, ua hoʻokumu ʻia ka waihona nui no ka mākeke kaʻa e hoʻopau i kona hoʻololi ʻana i ka involution kiʻekiʻe.ʻO ka koi nui o nā mea kūʻai aku ua lōʻihi ka hiki ʻole i kekahi hui kaʻa e puka mai ana ke kuhikuhi i nā manamana lima i ka mākeke me ka hoʻokele waiwai wale nō.Pono e hoʻokumu i kahi pilina pili pili ma waena o ka "kūkulu kaʻa" a me ka "kūʻai aku i kaʻa".Inā nalowale ke kākoʻo o ka mākeke, ʻike ʻia nā hopena pōʻino.

ʻO ka lua, ma hope o ka nalo ʻana o nā ʻāpana kulekele o nā hui kaʻa Kina kahiko, ʻaʻole i ʻike mua ʻia ka haʻalulu i hoʻokumu ʻia e ka hōʻeha ʻino i ka ʻoihana ʻenehana hou.

No nā hui kaʻa e puka mai nei me ka ʻole o kahi ʻano kumu a me nā ʻenehana ʻenehana, i kēia manawa, ʻaʻohe manawa e uhaki me ka makemake i koe.ʻO Evergrande Automobile, i hāʻule i lalo, he kumu hoʻohālike maikaʻi.

A hiki i kēia mau mea ke hōʻike mau mai ka hiʻohiʻona o ka mākeke kaʻa Kina, e nānā ana i nā pūʻali hou e kū nei i ka mākeke honua, ʻo ka impetuousness a me ka hope ʻole ke kumu o kēia mau hui.

Ma ʻAmelika ʻAmelika, ʻo Lucid Motors, ka mea i hana i mua o nā mea āpau, ke kākoʻo ʻia e ka Saudi Arabian Public Investment Fund (PIF). ʻO Rivian, ka mea i alakaʻi i kekahi o nā IPO nui loa i ka mōʻaukala o ʻAmelika Hui Pū ʻIa, ua loaʻa i kekahi mau hopena i ka hāʻawi ʻana i ka hana nui, akā ʻo ke kūlana maoli naʻe, ʻo ka inclusiveness o kēlā me kēia mākeke kaʻa ʻoi loa ka palena ʻole ma mua o ka manaʻo.

ʻO Lucid, ka mea i kākoʻo ʻia e nā tycoons kūloko i ka Middle East, ʻaʻole hiki ke hoʻololi i kāna kumukūʻai ponoʻī ʻoi aku ka kiʻekiʻe ma mua o kāna loaʻa kālā. Hoʻopaʻa ʻia ʻo Rivian e ka hoʻopau ʻana i ke kaulahao lako. ʻO nā hui like ʻole e like me ka hana pū ʻana i nā kaʻa uila…

ʻO nā pūʻali koa hou o waho e like me Canoo a me Fisker a mākou i ʻōlelo ai i kekahi manawa, ma waho aʻe o ka hoʻohana ʻana i nā hiʻohiʻona hou e hoʻomāʻona i ka makemake o ka poʻe nānā aku, inā he mea maikaʻi ke loaʻa kahi OEM a i ʻole ke kūkulu ʻana i hale hana no ka hana nui, ʻaʻole i hana ʻia. a hiki i keia manawa. Aia kekahi ʻōlinolino o ka nūhou maikaʻi ʻokoʻa mai ka mua.

He mea lapuwale ke wehewehe ʻana i ko lākou kūlana i kēia manawa me ka "hulu moa ma nā wahi a pau".Akā ke hoʻohālikelike ʻia me ka "Wei Xiaoli" o Kina, he mea paʻakikī loa ke noʻonoʻo i kahi huaʻōlelo maikaʻi aʻe e wehewehe ai.

Eia kekahi, ua hoʻolei aku ʻo Elon Musk i kāna mau manaʻo i ka lehulehu ma mua o hoʻokahi: Loaʻa iā Lucid lāua ʻo Rivian ke ʻano o ka banekorupa.Inā ʻaʻole lākou e hoʻololi nui, e pau lākou i ka panakalupa.E nīnau mai iaʻu, hiki anei i kēia mau hui ke huli aʻe?

He ʻokoʻa paha ka pane mai ka ʻoiaʻiʻo.ʻAʻole hiki iā mākou ke hoʻohana i ka wikiwiki o ka loli o nā hui kaʻa Kina e loiloi i ka wikiwiki o ka loli i ka ʻoihana kaʻa honua.ʻO kēia mau pūʻali koa ʻAmelika hou e kali nei i kahi manawa e komo ai i ka mākeke e hūnā i kā lākou mau ʻāpana kūʻai kūʻē i ka mākeke.

Akā makemake wau e manaʻoʻiʻo he mea hoʻohiwahiwa loa ka hoʻopunipuni i hana ʻia e ka ʻoihana ikehu hou.E like me ka mākeke kaʻa Kina i kēlā manawa, i mea e hoʻonui ai i ke kapikala, pehea lā e hiki ai i nā speculators e makemake nui e hoʻāʻo i ka mahalo i ka mākeke.

E like me ka wā ma mua a ma hope o ka Los Angeles Auto Show i Nowemapa, ʻo Fisker, ka mea i loaʻa ʻole ka nūhou no ka manawa lōʻihi, ua hoʻolaha kūkala ʻia ʻo kāna kumu hoʻohālike SUV uila maʻemaʻe mua, ʻo ka Moana, ua hoʻokomo ʻia i loko o ka hana e like me ka mea i hoʻonohonoho ʻia ma ka hale kanu kalapona ʻo Magna ma Graz, ʻAuseturia.

Mai ʻAmelika Hui Pū ʻIa a hiki i ka honua, hiki iā mākou ke ʻike i ka ulu ʻana o nā pūʻali hana kaʻa hou e like me nā halo ma hope o ka ua.

Ua hoʻokuʻu ʻia ke kumu hoʻohālike hou o ka hui hoʻomaka ʻAmelika ʻo Drako Motors-Dragon; ma hope o ACE a me Jax, ua hoʻolaha ʻo Alpha Motor Corporation i ka huahana uila hou ʻo Montage; Hoʻomaka mua ʻia ma kahi kaʻa kaʻa maoli no ka manawa mua…

I ʻEulopa, ua hoʻokuʻu kūhelu ka mea hana kaʻa ʻo Scottish Munro i kāna Munro Mark 1 i hana nui ʻia a hoʻonoho iā ia ma ke ʻano he kaʻa uila maʻemaʻe. ʻumi tausani.

Munro Mark 1

Me kēia kūlana, ʻaʻohe mea e manaʻo ai ko waho o ka honua, hoʻokahi wale nō koʻu manaʻo ua like kēia manawa me kēlā manawa, a ua hoʻomanaʻo ʻia ka haunaele ma Kina i nā makahiki he nui aku nei.

Inā ʻaʻole i hoʻololi kēia mau pūʻali koa hou a puni ka honua i nā waiwai, a laila e hoʻomau ka "make he reincarnation" i ke kanu ʻana i ke ahi o ka deflagration i kēia hōʻike hōʻike kaʻa hou.

Piliwaiwai me ke kapikala, auhea ka hopena?

ʻOiaʻiʻo, ʻo 2022 ka makahiki mua i komo ai ka mākeke kaʻa kaʻa hou o Kina i kahi hoʻomohala olakino.Ma hope o ka nānā ʻana i mua o ka loaʻa ʻana o nā pihi no nā makahiki he nui, ua hoʻopau maikaʻi ka ʻoihana kaʻa o Kina i ka mana a me ke alakaʻi ʻana i ke ʻano maʻamau o ka ʻoihana.

ʻO ka electrification i alakaʻi ʻia e nā pūʻali hou ua luku a kūkulu hou i nā kānāwai kūlohelohe o ka ʻoihana holoʻokoʻa.ʻOiai e hakakā mau ana ka mākeke komohana me ka pupule o Tesla, ua komo nā ʻoihana hou i alakaʻi ʻia e "Wei Xiaoli" i ʻEulopa a me nā wahi ʻē aʻe i kēlā me kēia.

I ka ʻike ʻana i ka piʻi ʻana o ka mana o Kina, ʻo ka poʻe ʻē aʻe me ka ʻono ʻono e hahai pono ana ma hope.A ua alakaʻi kēia i ka manawa nui o ka piʻi ʻana o nā mana honua hou e like me ka mea i wehewehe mua ʻia.

Mai ʻAmelika Hui Pū ʻIa a hiki i ʻEulopa, a me nā mākeke kaʻa ʻē aʻe, me ka hoʻohana ʻana i nā āpau i hiki ʻole ai i nā ʻoihana kaʻa kuʻuna ke huli i ka manawa kūpono, ke puka mai nei nā ʻoihana kaʻa e kū nei i kahi kahawai pau ʻole e hopu i nā manawa mākeke.

Akā ʻo ka ʻōlelo hoʻokahi, ʻo nā hoʻolālā āpau me nā kumu haumia e hoʻihoʻi ʻia e ka mākeke.No laila, ʻo ka noʻonoʻo ʻana a me ka wānana ʻana i ka hoʻomohala ʻana o nā pūʻali koa o waho e pili ana i ko lākou kūlana i kēia manawa, ʻaʻole ia he kumuhana me ka pane maopopo.

ʻAʻole mākou e hōʻole i ke alo o nā ʻano ʻoihana nui, aia mau ka poʻe hou i pōmaikaʻi i ka makemake ʻia e ka mākeke kapikala.Ua lanakila ʻo Lucid, Rivian a me nā pūʻali hou ʻē aʻe i hōʻike mau ʻia ma lalo o ke kukui o kekahi mau mea nui, ʻo ia ka mālama mua i hāʻawi ʻia e kēia mākeke.

I ka nānā ʻana i nā ʻāina ʻē, ua hānau ʻia kahi pūʻali koa hou i hoʻolaha ʻia ma ʻAmelika Hui Pū ʻIa ma Asia Hikina Hema.

ʻO "Vietnam Evergrande" ka inoa kapakapa o kēia hui kaʻa i kapa ʻia ʻo Vinfast.Pehea ka maʻa o ka hoʻomaka ʻana i ka waiwai a hilinaʻi i ke ʻano ʻano ʻino o "kūʻai, kūʻai, kūʻai".

Eia naʻe, i ka wā i hoʻolaha ai ʻo VinFast i ka lā 7 Dekemaba ua hāʻawi ʻo ia i nā palapala hoʻopaʻa inoa IPO i ka US Securities and Exchange Commission (SEC), a hoʻolālā e papa inoa ma Nasdaq, a ua huki ʻia ke code stock "VFS", ʻo wai ka mea hiki ke ʻōlelo i kēlā poʻe makemake. no ka holomua wikiwiki Hiki i nā pūʻali hou ke loaʻa i ka wā e hiki mai ana.

Mai ka makahiki 2022, ua ʻike ʻia ke ʻano makaʻala o ke kapikala i ka ʻoihana ikehu hou mai ka emi ʻana o ka mākeke o "Wei Xiaoli".

I loko o ka pōʻeleʻele manawa mai Iulai 23 a Iulai 27 i ka waena o kēia makahiki wale nō, Weilai ke kuai waiwai evaporated e 6.736 ieeeea?

Mai ia manawa, ʻo ka lepili ʻike i loaʻa i ka mana piha ua lilo ia i mea paʻakikī i kēlā mau hui kaʻa e hilinaʻi nui nei i ke kālā e ola ai.

I nā huaʻōlelo ʻē aʻe, mai kāna papa inoa ʻana, ʻo ka mea i kapa ʻia ʻo 10 billion valuation e lilo wale i uila i loko o ka pā.Me ka ʻole o ka hana ʻenehana ikaika a me ka superposition kūʻai bullish, pehea e hiki ai i ke kapikala ke hoʻomanawanui.No kekahi manawa, ma ke kaʻina hana hoʻomohala e hele mālie nei, ma waho aʻe o ka holoi ʻia ʻana e ka ʻoiaʻiʻo, ʻaʻole maʻalahi ka hoʻomaʻamaʻa hou ʻana a hāʻawi i ke kākoʻo.

ʻO ia nō ka hihia no "Wei Xiaoli", ka mea i hele ma waena o nā māla maina mākeke.Ma hea kahi e hilinaʻi ai ka poʻe hou e hoʻāʻo nei e hao i ka mākeke?

ʻO Vinfast kekahi o nā mea maikaʻi loa, akā inā makemake ʻo ia i ka hoʻololi ʻana o ka ʻoihana kaʻa, a makemake paha e lawe pono i ka nalu wela o ka mākeke o kēia manawa e loaʻa kālā i ka mākeke kapikala, pehea lā e ʻike ʻole ai kekahi me ka maka ʻike.

Ma ke ala like, i ka wā i hoʻāʻo ai ka hui kaʻa Turkish TOGG e papa inoa iā Kelemania i kāna huakaʻi mua ma waho, ʻo Lightyear, kahi hui hoʻomaka kaʻa uila mai Netherlands mai, ua hoʻokuʻu me ka hopohopo i ke kaʻa uila uila Lightyear 0, a me ka Farani hou. kaʻa kaʻa ʻo Hopium Ua hoʻokuʻu ʻia ke kaʻa ʻaila hydrogen mua ʻo Hopium Machina ma ka Paris Motor Show. Ua koho ka hui kaʻa uila Polani ʻo EMP e hui pū me Geely e kūkulu i kahi kaʻa uila maʻemaʻe ma lalo o ka brand IZERA me ka hoʻohana ʻana i ka hale ākea SEA. ʻIke mau ʻia kekahi mau mea.

I kēia manawa, ʻaʻa ka poʻe hoʻokūkū e like me Lucid e komo i Kina a hoʻomaka i ka hoʻopaʻa ʻana i nā limahana, a i ʻole e hoʻolālā e komo i Kina i kekahi manawa i ka wā e hiki mai ana. No ka nui o ko lākou nānā ʻana i mua, ʻaʻole lākou e hoʻololi i ka ʻoiaʻiʻo ʻaʻole pono ʻo Kina i nā hui ikehu hou he nui, ʻaʻohe pono o nā pūʻali hou o nā ʻāina ʻē e manaʻo nei iā Tesla he hoa paio akā ʻaʻohe inoa hoʻokūkū.

I nā makahiki he nui i hala aku nei, ua pepehi ka mākeke kaʻa Kina i nā hui like ʻole, a ua ʻike lōʻihi ke kapikala i ka helehelena maoli o kēia mau speculators.

I kēia lā, i nā makahiki he nui ma hope, i ka wā e hoʻomau ai nā pūʻali hou o nā ʻāina ʻē i kēia loina ola, ke manaʻoʻiʻo nei au e pohā koke ana ka "huhū".

Ma hope koke iho, e hoʻihoʻi hope ʻia kekahi mea pāʻani me ke kapikala.


Ka manawa hoʻouna: Dec-16-2022