Pazaka 140 za chitukuko cha mafakitale a magalimoto, mphamvu zakale ndi zatsopano zakhala zikuyenda, ndipo chisokonezo cha imfa ndi kubadwanso sichinayime.
Kutseka, kubweza kapena kukonzanso kwamakampani pamsika wapadziko lonse lapansi kumabweretsa zosakayikitsa zambiri pamsika wa ogula magalimoto nthawi iliyonse.
Tsopano, mu gawo latsopano la kusintha kwa mphamvu ndi kusintha kwa mafakitale, pamene mafumu akale akale amavula nduwira zawo pambuyo pa mzake, kukonzanso ndi kuphulika kwa makampani a magalimoto omwe akutuluka kukuchitikanso. Mwina "kusankhika kwachilengedwe, kukhala ndi moyo kwamphamvu" "Lamulo la chilengedwe ndi njira ina yobwerezeranso pamsika wamagalimoto.
M'zaka zingapo zapitazi, njira yopangira magetsi yochokera ku China yavomereza makampani ambiri azigalimoto zamagalimoto ang'onoang'ono ndikuchotsa ambiri oyerekeza.Koma mwachiwonekere, pamene makampani opanga mphamvu zatsopano amalowa m'malo otentha, maphunziro a mbiri yakale amatiuzabe kuti anthu sangaphunzirepo kanthu pazochitika za mbiriyakale!
Kuseri kwa mayina a Bojun, Sailin, Byton, Ranger, Green Packet, ndi zina zotero, zomwe zikuwonekera ndi chipatso chowawa cha kusintha kwa mafakitale aku China.
Tsoka ilo, monga kudzikuza pambuyo pa zowawa, imfa ya makampani amagalimoto aku Chinawa sanangolephera kubweretsa tcheru kumakampani onse, koma adapereka template kwa osewera ochulukira akunja kuti atsatire.
Polowa mu 2022, opanga magalimoto a PPT ndi zina zotero amwalira ku China, ndipo mphamvu zatsopano zamtundu wachiwiri monga Weimar ndi Tianji zomwe zidapulumuka kale zikuchulukirachulukira m'mavuto.
Kumbali inayi, msika wapadziko lonse lapansi ukufuula kuti upose a Tesla a Lucid ndi Rivian, FF ndi Nikola, omwe amadziwika kuti abodza, komanso makampani amagalimoto omwe akutuluka padziko lonse lapansi. Poyerekeza ndi "magalimoto ogulitsa", amasamalabe zochitika za Carnival za likulu.
Monga momwe msika wamagalimoto waku China zaka zisanu zapitazo, kuzungulira ndalama, kutsekereza malo, ndikuyesera njira zonse "kupenta chitumbuwa chachikulu", zizolowezi zotere zomwe zimanyozedwa ndi aliyense koma nthawi zonse zimakopa chidwi cha likulu, zikuyambitsa ziwonetsero zamatsenga mu msika wapadziko lonse lapansi, kapena Ndi chithunzi chopanga magalimoto chokhala ndi chiyembekezo chochepa.
Chilichonse chimagwirizana ndi "ndalama"
Pambuyo pazaka zambiri zoyesa msika ndikupikisana ndi likulu, ndizomveka kunena kuti China yamaliza kuyang'anira makampani atsopano amagetsi.
Choyamba, maziko ofunikira kuti msika wamagalimoto umalize kusinthika kwake pakusinthika kothamanga kwambiri kwakhazikitsidwa.Zofuna za ogula zomwe zikuchulukirachulukira zapangitsa kuti kampani yamagalimoto yomwe ikubwerayi isalole kuloza zala pamsika ndikungoyang'ana ndalama.Ubale womveka bwino uyenera kukhazikitsidwa pakati pa "kumanga galimoto" ndi "kugulitsa galimoto".Ngati chithandizo chamsika chitayika, zotsatira zake zomvetsa chisoni zimakhala zoonekeratu.
Chachiwiri, pambuyo poti zogawika zamakampani azikhalidwe zamagalimoto aku China zidazimiririka pang'onopang'ono, kugwedezeka komwe kudachitika chifukwa chachiwawa chokwanira kumakampani onse amagetsi atsopano sikunachitikepo.
Kwa makampani omwe akutuluka magalimoto opanda maziko ena ndi nkhokwe zaukadaulo, pakadali pano, palibe mwayi wodutsa ndi chifuniro chotsalira.Evergrande Automobile, yomwe inagwa, ndi chitsanzo chabwino.
Ndipo izi zimatha kuwonetsa nthawi zonse kuti kuchokera ku msika wamagalimoto aku China, kuyang'ana mphamvu zatsopano zomwe zikukulabe pamsika wapadziko lonse lapansi, kukwiya komanso kusowa chiyembekezo sizoyambira makampani awa.
Ku North America, Lucid Motors, yomwe yakhala ikugwira ntchito pamaso pa aliyense, ili ndi chithandizo cha Saudi Arabian Public Investment Fund (PIF). Rivian, yomwe inachititsa imodzi mwa IPOs yaikulu kwambiri m'mbiri ya United States, yapeza zotsatira zina pakupanga misala, koma zochitika zenizeni Komabe, kuphatikizidwa kwa msika uliwonse wamagalimoto okhwima kumakhala kochepa kwambiri kuposa momwe amaganizira.
Lucid, yomwe imathandizidwa ndi ma tycoons aku Middle East, sangasinthe mtengo wake wokwera kwambiri kuposa ndalama zomwe amapeza. Rivian watsekeredwa ndi kusokonezeka kwa chain chain. Kugwirizana kwakunja monga kupanga ma vani amagetsi…
Ponena za mphamvu zatsopano zakunja monga Canoo ndi Fisker zomwe tidazitchula nthawi zina, kuwonjezera pa kugwiritsa ntchito zitsanzo zatsopano kuti zikhutiritse chilakolako cha owonerera, kaya ndi bwino kupeza OEM kapena kumanga fakitale yopanga misala, sichinachitikepo. mpaka pano. Pali kuwala kwa uthenga wabwino wosiyana ndi wakale.
Zikuwoneka zopanda nzeru kufotokoza momwe alili panopa ndi "nthenga za nkhuku ponseponse".Koma poyerekeza ndi "Wei Xiaoli" waku China, ndizovuta kulingalira mawu abwinoko kufotokoza.
Kuphatikiza apo, Elon Musk watulutsa malingaliro ake pagulu kangapo: Onse a Lucid ndi Rivian ali ndi chizolowezi chosowa ndalama.Pokhapokha ngati atasintha kwambiri, onse adzasowa ndalama.Ndifunse, kodi makampaniwa ali ndi mwayi woti atembenuke?
Yankho lingakhale losiyana ndi zenizeni.Sitingathe kugwiritsa ntchito liwiro la kusintha kwamakampani aku China amagalimoto kuti awone momwe kusintha kwasinthira pamagalimoto apadziko lonse lapansi.Asitikali atsopano aku America awa omwe akudikirira mwayi wolowa mumsika onse amabisa tchipisi tawo tomwe timagulitsa pamsika.
Koma ndimakonda kukhulupirira kuti chinyengo chomwe chimapangidwa ndi makampani atsopano amagetsi ndichokopa kwambiri.Monga momwe msika wamagalimoto waku China kalelo, kuti mukweze ndalama zambiri, ongoyerekeza ambiri omwe amafunitsitsa kuyesa msikawo angachite mantha bwanji.
Monga isanachitike komanso pambuyo pa Los Angeles Auto Show mu Novembala, Fisker, yemwe analibe nkhani kwa nthawi yayitali, adalengeza kuti mtundu wake woyamba wamagetsi wa SUV, Ocean, udapangidwa monga momwe zidakonzedwera ku Magna's carbon-neutral plant. Graz, Austria.
Kuchokera ku United States kupita kudziko lonse lapansi, tikutha kuona kuti mphamvu zatsopano zopangira magalimoto zaphuka ngati bowa pambuyo pa mvula.
Chitsanzo chatsopano cha kampani yoyambira ku America Drako Motors-Dragon inatulutsidwa mwalamulo; pambuyo pa ACE ndi Jax, Alpha Motor Corporation yalengeza chatsopano chamagetsi cha Montage; Idawonetsedwa koyamba pamagalimoto enieni…
Ku Europe, wopanga magalimoto waku Scotland Munro adatulutsa Munro Mark 1 wopangidwa ndi misa ndikuyiyika ngati galimoto yamagetsi yopanda msewu. Zikwi khumi.
Munro Mark 1
Ndili ndi izi, ziribe kanthu zomwe dziko lakunja likuganiza za izo, ndimangomva kuti mphindi ino ili ngati nthawi imeneyo, ndipo chisokonezo ku China zaka zambiri zapitazo chakumbukiridwa bwino.
Ngati mphamvu zatsopanozi padziko lonse lapansi zikalephera kusintha makhalidwe, ndiye kuti "imfa ndi kubadwanso kwinakwake" idzapitiriza kukwirira kuphulika kwa moto muwonetsero watsopano wa galimoto.
Kutchova njuga motsutsana ndi likulu, kutha kuli kuti?
Ndiko kulondola, 2022 ndi chaka choyamba pomwe msika wamagalimoto aku China watsopano walowa mu chitukuko chathanzi komanso mwadongosolo.Pambuyo poyembekezera kupitilira ma curve kwa zaka zambiri, makampani opanga magalimoto ku China amaliza bwino kuwongolera ndi kuwongolera zomwe zikuchitika pamsika.
Kuyika magetsi motsogozedwa ndi mphamvu zatsopano kwawononga ndikumanganso malamulo achilengedwe amakampani onse.Ngakhale msika wakumadzulo ukulimbanabe ndi misala ya Tesla, makampani omwe akubwera motsogozedwa ndi "Wei Xiaoli" adalowa ku Europe ndi malo ena pambuyo pake.
Poona kukwera kwa mphamvu za China, alendo omwe ali ndi fungo lamphamvu ayenera kutsatira m'mbuyo.Ndipo zimenezi zinatsogolera ku chochitika chachikulu cha kuwuka kwa maulamuliro atsopano a padziko lonse monga momwe tafotokozera poyamba paja.
Kuchokera ku United States kupita ku Ulaya, ngakhalenso misika ina yamagalimoto, kupezerapo mwayi pa mipata yomwe makampani amtundu wamagalimoto amalephera kusintha munthawi yake, makampani opanga magalimoto akutuluka mosalekeza kuti apeze mwayi wamsika.
Koma chiganizo chomwechi, mapulani onse okhala ndi zolinga zonyansa pamapeto pake adzabwezeredwa ndi msika.Choncho, kuweruza ndi kuneneratu za chitukuko chamtsogolo cha mphamvu zatsopano zakunja kutengera momwe alili panopa si mutu wokhala ndi yankho lomveka.
Sitikukana kuti poyang'anizana ndi zochitika zazikulu zamakampani, nthawi zonse pamakhala obwera kumene omwe amakhala ndi mwayi woyanjidwa ndi msika waukulu.Lucid, Rivian ndi mphamvu zina zatsopano zomwe zimawonekera nthawi zonse pansi pa zowonekera zapambana ndi akuluakulu ena, omwe ndi chisamaliro choyamba choperekedwa ndi msika uwu.
Kuyang'ana kutsidya kwa nyanja, gulu lankhondo latsopano lomwe linadziwika ku United States linabadwira ku Southeast Asia.
"Vietnam Evergrande" ndi dzina la kampani yamagalimoto iyi yotchedwa Vinfast.Ndizodziwika bwanji kuti muyambe kugulitsa nyumba ndikudalira njira yoyipa ya "kugula, kugula, kugula".
Komabe, VinFast italengeza pa Disembala 7 kuti idapereka zikalata zolembetsa za IPO ku US Securities and Exchange Commission (SEC), ndipo idakonzekera kulembetsa pa Nasdaq, ndipo code code "VFS" idapangidwa, omwe anganene kuti omwe akufuna. kuti muchite bwino mwachangu Mphamvu zatsopano zitha kupeza tsogolo labwino.
Kuyambira 2022, kusamala kwachuma bwanji kumakampani opanga mphamvu zatsopano zawoneka kale kuchokera pakutsika kwamtengo wamsika wa "Wei Xiaoli".
Munthawi yamdima kuyambira pa Julayi 23 mpaka Julayi 27 pakati pa chaka chino chokha, mtengo wa msika wa Weilai unasanduka nthunzi ndi madola mabiliyoni 6.736 aku US, mtengo wamsika wa Xiaopeng udasanduka nthunzi ndi 6.117 biliyoni ya US, ndipo mtengo wabwino wamsika udasanduka nthunzi ndi 4.479 biliyoni ya US.
Kuyambira nthawi imeneyo, chizindikiro chomwe chili ndi mphamvu zonse chapangitsa kuti zikhale zovuta kwambiri kwa makampani agalimoto omwe amadalira kwambiri ndalama kuti apulumuke.
Mwa kuyankhula kwina, kuyambira pamndandanda wake, zomwe zimatchedwa kuwerengera mabiliyoni 10 zidzangokhala zowunikira mu poto.Popanda luso lamphamvu komanso kugulitsa kwamphamvu, likulu lingakhale bwanji chipiriro chotere.Kwa kanthawi, muzochitika zachitukuko zomwe zimazizira pang'onopang'ono, kuwonjezera pa kufufutidwa ndi zenizeni, sizili zophweka kuti zitenthetsenso ndikupereka chithandizo.
Izi zikadali choncho kwa "Wei Xiaoli", yemwe wadutsa m'misika yambiri yamigodi.Kodi obwera kumene amene akuyesabe kulanda msika amapeza kuti chidaliro chawo?
Vinfast ndi imodzi mwazabwino kwambiri, koma ngati ikudzipereka pakusintha kwamakampani amagalimoto, kapena ikufuna kupezerapo mwayi pa msika wamakono wotentha kuti apange ndalama pamsika wamalikulu, kodi aliyense amene ali ndi diso lozindikira sangawone.
Momwemonso, pamene kampani ya galimoto ya ku Turkey TOGG inayesa kulemba dziko la Germany ngati malo ake oyambirira kunja kwa nyanja, Lightyear, kampani yamagetsi yamagetsi yamagetsi yochokera ku Netherlands, idatulutsa modetsa nkhaŵa galimoto yamagetsi yamagetsi yotchedwa Lightyear 0, ndi French yatsopano. mtundu wagalimoto Hopium Galimoto yoyamba yamafuta a hydrogen Hopium Machina idatulutsidwa pa chiwonetsero chagalimoto cha Paris. Kampani yamagalimoto amagetsi yaku Poland EMP idasankha kugwirizana ndi Geely kuti apange galimoto yamagetsi yoyera pansi pa mtundu wa IZERA pogwiritsa ntchito mawonekedwe akulu a SEA. Zinthu zina nthawi zonse zimawonekera.
Pakadali pano, anthu okonda kuchita zinthu monga Lucid amayesa kulowa ku China ndikuyamba kulemba anthu ogwira ntchito, kapena akukonzekera kulowa ku China nthawi ina mtsogolo. Ziribe kanthu momwe akuyang'ana kutsogolo, iwo sangasinthe mfundo yakuti China sichikusowa makampani ambiri amphamvu atsopano, osasamala Palibe chifukwa cha mphamvu zatsopano zakunja zakunja zomwe zimawona Tesla ngati wotsutsa koma alibe chizindikiro cha mpikisano.
Zaka zambiri zapitazo, msika wamagalimoto waku China udapha makampani ambiri ofanana, ndipo likulu lakhala likuwona nkhope yeniyeni ya oyerekeza awa.
Masiku ano, zaka zambiri pambuyo pake, pamene mphamvu zowonjezereka zakunja zikupitirizabe kutsatira mfundo zopulumutsirazi, ndikukhulupirira mwamphamvu kuti "kuwira" kuphulika posachedwa.
Posachedwapa, munthu amene amasewera ndi capital pamapeto pake adzabwezeredwa ndi capital.
Nthawi yotumiza: Dec-16-2022