Makampani opanga magalimoto amphamvu omwe akuchulukirachulukira akadali pachiwopsezo chokwera mitengo

M'mwezi wa Marichi, kuchuluka kwa magalimoto onyamula anthu ku China kunali 1.814 miliyoni, kutsika ndi 1.6% pachaka ndikukwera 23.6% mwezi ndi mwezi.Kuchuluka kwazinthu zonse kuyambira Januware mpaka Marichi kunali mayunitsi 5.439 miliyoni, kuwonjezeka kwa 8.3% pachaka ndi kuwonjezeka kwa mayunitsi 410,000.

Potengera zomwe zagulitsidwa zamagalimoto onyamula anthu aku China omwe atulutsidwa ndi Passenger Car Association, msika wonse wamagalimoto onyamula anthu mdziko langa siulesi.Komabe, ngati tingoyang'ana zomwe zagulitsidwa pamsika wamagalimoto onyamula anthu aku China, ndi chithunzi chosiyana kwambiri.

Kugulitsa magalimoto amphamvu kwatsopano kukuchulukirachulukira, koma zinthu sizili bwino

Kuyambira 2021, chifukwa cha kuchepa kwa chip komanso kukwera kwamitengo yamafuta, mitengo yagalimoto ndi batire yamagetsi yakwera mwachangu kuposa momwe makampani amayembekezera.Zambiri kuchokera ku National Bureau of Statistics zikuwonetsa kuti kuyambira Januware mpaka February 2022, ndalama zamagalimoto zimakwera ndi 6%, koma mtengowo udzakweranso ndi 8%, zomwe zidzatsogolera ku 10% pachaka. kuchepa kwa phindu lonse lamakampani opanga magalimoto.

Kumbali ina, mu Januwale chaka chino, dziko langa latsopano mphamvu ya sabuside galimoto anatsika monga anakonzera. Makampani oyendetsa magalimoto atsopano omwe anali kale pansi pa zovuta ziwiri za kuchepa kwa chip komanso kukwera kwamitengo yamafuta a batri atha kutero pokhapokha ngati zili choncho. Kukakamizika kukweza mitengo yamagalimoto kuti zithandizire kukwera kwamitengo.

Tengani Tesla, "wosintha mitengo," mwachitsanzo. Idakweza mitengo iwiri yamitundu yake iwiri yayikulu mu Marichi mokha.Pakati pawo, pa Marichi 10, mitengo ya Tesla Model 3, Model Y yoyendetsa magudumu onse, ndi zitsanzo zapamwamba kwambiri zidakwezedwa ndi 10,000 yuan.

Pa Marichi 15, mtengo wa mtundu wa Tesla's Model 3 wokwezera kumbuyo udakwezedwa mpaka 279,900 yuan (mpaka 14,200 yuan), pomwe mtundu wa Model 3 wothamanga kwambiri, Model Y wa kukula kwathunthu. idakwera kale ndi 10,000 yuan. Mtundu wa ma wheel-drive udzakweranso ndi 18,000 yuan, pomwe mtundu wa Model Y wothamanga kwambiri ukwera kuchokera pa 397,900 yuan mpaka 417,900 yuan.

M'maso mwa anthu ambiri, kukwera kwamitengo kwamakampani opanga magalimoto atsopano kumatha kukhumudwitsa ogula ambiri omwe poyambirira adakonza zogula.magalimoto atsopano amphamvu. Zinthu zambiri zomwe sizikuthandizira kupanga magalimoto atsopano opangira mphamvu zitha kulimbikitsa magalimoto atsopano omwe alimidwa ku China kwazaka zopitilira khumi. Msika wamagalimoto amphamvu watsekeredwa pachikuto.

Komabe, potengera kugulitsa kwaposachedwa kwa magalimoto amagetsi atsopano, izi sizikuwoneka ngati zili choncho.Pambuyo pakusintha kwamitengo mu Januware, kugulitsa kwa magalimoto onyamula mphamvu zatsopano mdziko langa mu February 2022 kunali mayunitsi 273,000, kuwonjezeka kwa chaka ndi 180.9%.Zoonadi, ngakhale pofika mwezi wa February, makampani ambiri amagetsi atsopano adakali ndi vuto lokwera mtengo okha.

Pofika mwezi wa Marichi, makampani amagetsi atsopano m'dziko langa alowa nawo kukwera kwamitengo.Komabe, panthawiyi, malonda ogulitsa magalimoto onyamula mphamvu zatsopano m'dziko langa anafika mayunitsi 445,000, kuwonjezeka kwa chaka ndi chaka ndi 137.6% ndi mwezi ndi mwezi kuwonjezeka kwa 63.1%, zomwe zinali bwino kuposa momwe zimakhalira March wa zaka zapitazo.Kuyambira Januware mpaka Marichi, kugulitsa kwapanyumba kwa magalimoto onyamula mphamvu zatsopano kunali 1.07 miliyoni, kuwonjezeka kwa chaka ndi 146.6%.

Kwa makampani opanga magalimoto amphamvu, akakumana ndi kukwera mtengo, amathanso kusamutsa kupsinjika pamsika pokweza mitengo.Nanga ndichifukwa chiyani ogula amakhamukira ku magalimoto amagetsi atsopano pomwe makampani opanga magalimoto atsopano nthawi zambiri amakweza mitengo?

Kodi kukwera kwamitengo kudzakhudza msika wamagalimoto atsopano aku China?

M'malingaliro a Xiaolei, chifukwa chomwe kukwera kosalekeza kwamitengo yamagetsi atsopano sikunagwedeze kutsimikiza kwa ogula kugula magalimoto amagetsi atsopano makamaka chifukwa chazifukwa izi:

Choyamba, kuwonjezeka kwa mtengo wa magalimoto amagetsi atsopano sikuli kopanda chenjezo, ndipo ogula ali kale ndi ziyembekezo zamaganizidwe za kuwonjezeka kwa mtengo wa magalimoto atsopano amphamvu.

Malinga ndi ndondomeko yapachiyambi, thandizo la boma la dziko langa la magalimoto atsopano amagetsi liyenera kuthetsedwa koyambirira kwa 2020. Chifukwa chake pakalibe ndalama zothandizira magalimoto oyendetsa magetsi atsopano tsopano ndikuti kuthamanga kwa kuchepa kwa chithandizo kwachedwa chifukwa cha mliriwu.Mwa kuyankhula kwina, ngakhale thandizo la boma likuchepetsedwa ndi 30% chaka chino, ogula akupezabe ndalama zothandizira magalimoto atsopano.

Kumbali inayi, zinthu zomwe sizikuthandizira kupanga magalimoto atsopano amphamvu, monga kusowa kwa chip ndi kukwera kwamitengo yamagetsi yamagetsi yamagetsi, sizinawonekere chaka chino.Kuphatikiza apo, Tesla, yomwe nthawi zonse imawonedwa ndi makampani amagalimoto ndi ogula ngati "vane of the new energy field field", yakhala ikutsogolera pakukweza mitengo, kotero ogula akhoza kuvomerezanso kuwonjezeka kwa mtengo wa magalimoto atsopano amphamvu kuchokera ku galimoto ina. makampani.Ziyenera kudziwika kuti ogula magalimoto amagetsi atsopano ali ndi zofuna zolimba komanso zotsika mtengo, kotero kusintha kochepa kwamitengo sikungakhudze kwambiri kufunikira kwa ogula magalimoto atsopano.

Chachiwiri, magalimoto amagetsi atsopano samangotanthauza magalimoto amagetsi oyera omwe amadalira kwambiri mabatire amphamvu, komanso magalimoto osakanizidwa ndi magalimoto amagetsi otalikirapo.Popeza ma plug-in hybrid magalimoto ndi magalimoto amagetsi otalikirapo sadalira kwambiri mabatire amagetsi, kuwonjezereka kwamitengo kulinso mkati mwazomwe ogula ambiri angavomereze.

Kuyambira chaka chatha, gawo la msika la magalimoto osakanizidwa omwe amayendetsedwa ndi BYD ndi magalimoto amagetsi otalikirapo motsogozedwa ndi Lili awonjezeka pang'onopang'ono.Zitsanzo ziwirizi zomwe sizidalira kwambiri mabatire amphamvu ndikusangalala ndi ubwino wa ndondomeko ya galimoto yamagetsi yatsopano ikuwononganso msika wamagalimoto amtundu wamafuta pansi pa mbendera ya "magalimoto atsopano amphamvu".

Kuchokera kumbali ina, ngakhale zotsatira za kuwonjezeka kwa mtengo wa magalimoto atsopano a magetsi atsopano pa galimoto yatsopano yamagetsi sizikuwoneka mu malonda a magalimoto atsopano amphamvu mu February ndi March, zikhoza kukhala chifukwa chakuti nthawi yochita izi ndi. “kuchedwa” “.

Muyenera kudziwa kuti njira zogulitsa zamagalimoto ambiri amphamvu zatsopano ndizogulitsa malonda. Pakalipano, makampani osiyanasiyana amagalimoto ali ndi maoda ambiri mitengo isanakwere.Kutenga dziko langa latsopano mphamvu galimoto chimphona BYD mwachitsanzo, ali ndi backlog wa malamulo oposa 400,000, kutanthauza kuti ambiri magalimoto BYD panopa kupereka ndi digesting malamulo ake pamaso pa mtengo mosalekeza kuwonjezeka.

Chachitatu, ndichifukwa cha kuwonjezereka kwamitengo kwamakampani opanga magalimoto atsopano omwe ogula omwe akufuna kugula magalimoto amagetsi atsopano ali ndi malingaliro akuti mtengo wamagalimoto amagetsi atsopano upitilira kukwera.Chifukwa chake, ogula ambiri akukhala ndi lingaliro lotseka mtengo woyitanitsa mitengo isanakwerenso, zomwe zimatsogolera kuzinthu zatsopano zomwe ogula ambiri amakhala oganiza bwino kapena amatsata zomwe akukonzekera.Mwachitsanzo, Xiaolei ali ndi mnzake yemwe adayika dongosolo la Qin PLUS DM-i BYD isanalengeze kuzungulira kwachiwiri kwamitengo, kuopa kuti BYD ichita kukwera kwachitatu kwamitengo posachedwa.

M'malingaliro a Xiaolei, kukwera mtengo kopenga kwa magalimoto amagetsi atsopano komanso kukwera kwamitengo kwa magalimoto amphamvu zatsopano zonse zikuyesa kukana kwamakampani opanga magalimoto amphamvu komanso ogula magalimoto atsopano.Muyenera kudziwa kuti kuthekera kwa ogula kuvomereza mitengo ndi kochepa. Ngati makampani amagalimoto sangathe kuwongolera kukwera mtengo kwazinthu, ogula adzakhala ndi mitundu ina yosankha, koma makampani amagalimoto amatha kungogwa.

Mwachiwonekere, ngakhale kugulitsa kwa magalimoto atsopano a dziko langa kukukwera motsutsana ndi msika, makampani oyendetsa magalimoto atsopano akuvutikanso.Koma mwamwayi, poyang'anizana ndi "kusowa kwapakati ndi lifiyamu" padziko lonse lapansi, malo amsika a magalimoto aku China padziko lapansi asintha kwambiri. .

Mu Januwale-February 2022, kugulitsa kwa magalimoto onyamula anthu ku China kudafika mayunitsi 3.624 miliyoni, kuwonjezeka kwa chaka ndi 14.0%, kupeza chiyambi chabwino.Gawo la msika waku China pamsika wapadziko lonse lapansi wa magalimoto lidafika 36%, zomwe zidakwera kwambiri.Izi zilinso chifukwa cha kusowa kwa ma cores padziko lonse lapansi. Poyerekeza ndi makampani opanga magalimoto akumayiko ena, makampani opanga magalimoto aku China omwe ali ndi eni ake agwiritsa ntchito zida zambiri za chip, motero opanga okha apeza mwayi wokulirapo.

Pansi pazovuta zomwe zida za lithiamu ore padziko lapansi zikusoweka ndipo mtengo wa lithiamu carbonate wakwera kwambiri ndi nthawi 10, kugulitsa kwa magalimoto atsopano onyamula mphamvu ku China kudzafika 734,000 mu Januware-February 2022, chaka chilichonse. kuwonjezeka kwa chaka ndi 162%.Kuyambira Januware mpaka February 2022, gawo lamsika la magalimoto atsopano aku China omwe adagulitsa zidafika pa 65% ya gawo lonse lapansi.

Kutengera kuyerekeza kwamakampani opanga magalimoto padziko lonse lapansi, kuchepa kwa tchipisi ta magalimoto padziko lapansi sikunangobweretsa kuwonongeka kwakukulu pakukula kwamakampani aku China. Kugwirizana ndi kupindula zotsatira za msika wapamwamba; Pansi pa kukwera kwa mitengo ya lithiamu, mitundu yodziyimira payo yaku China idakwera pamavuto ndipo idakwanitsa kuchita bwino pakukulitsa malonda apamwamba.