MunaNovember 2022, huwandu hwe79,935 itsva simba mota(65,338 mota dzemagetsi dzakachena uye 14,597 plug-in hybrid mota) dzakatengeswa muUnited States., kuwedzera kwegore negore kwe31,3%, uye kupindira kwemagetsi emagetsi matsva ikozvino 7.14%.Muna 2022, huwandu hwe816,154 hutsva hwemagetsi huchatengeswa, uye huwandu hwegore muna 2021 huchave hunenge 630,000, uye inotarisirwa kunge inenge 900,000 gore rino.
Ini ndoda kupedza nguva ndakatarisa musika weUS, uye zvakare kuona kana Biden inogona kugadzira mota nyowani dzemagetsi muUnited States mushure mekukandwa kwakadaro.
▲ Mufananidzo 1. Kugadziriswa kwemotokari itsva dzemagetsi muUnited States kubva ku2010
The Inflation Cut Act inodyara madhora mabhiriyoni mazana matatu nemakumi matanhatu nepfumbamwe kurwisa shanduko yemamiriro ekunze uye ichatarisa kutsigira kugadzirwa kwemotokari dzemagetsi, uye tinoona kuti mutemo uyu unobatawo zvinotariswa.
◎Mutero mutsva wemotokari:Ipa chikwereti chemutero cheUS $ 7,500 pamotokari, uye rubatsiro runoshanda kubva muna Ndira 2023 kusvika Zvita 2032.Kanzura yakambopihwa rubatsiro rwemuganho we200,000 mota dzevagadziri vemotokari.
◎Motokari dzakashandiswa (pasi pe $25,000): Chikwereti chemutero i30% yemutengo wekutengesa wemota yekare, ine chivharo chemadhora zviuru zvina, uye rubatsiro runoshanda kubva muna Ndira 2023 kusvika Zvita 2032.
◎Chikwereti chemutero chezvivakwa zvitsva zvekuchaja simba chinowedzerwa kusvika ku2032, kusvika ku30% yemutengo unogona kuverengerwa, uye muganho wepamusoro wemutero wechikwereti wakasimudzwa kubva kune yapfuura $30,000 kusvika $100,000.
◎$1 bhiriyoni yekuchenesa motokari dzinorema semabhazi echikoro, mabhazi nemarori emarara.
▲ Mufananidzo 2. Nzvimbo yekutanga yekuvandudzwa kwemotokari itsva dzemagetsi mumusika weU.S
Chikamu 1
New Energy Vehicle Supply muUS Market
Kubva pamaonero ekupihwa kwechigadzirwa, musika weUS uri kushomeka, zvekuti Nissan LEAF iri pamberi.
▲Mufananidzo 3.Chigadzirwa chinopihwa mumusika weUS
●General Motors
Nekuda kwekuyeukwa kwechigadzirwa, vhoriyamu yeGeneral Motors muna 2022 ichave idiki.Iyo yakarongwa kugadzirwa kwesimba muna 2025 i1 miriyoni, uye inotarisirwa kuburitsa mazana matanhatu ezviuru zvezvikamu. Naizvozvo, muna 2023, zvigadzirwa zvinosanganisira EQUINOX pure electric, Blazer EV, nezvimwe zvichaparurwa imwe mushure meimwe, saka chinangwa chemiriyoni imwe muna 2023-2025 chinofanirwa kuzadzikiswa, saka gore rinouya ngaRinogona kuenda ku200,000, uye zvinobuda. yeBolt BEV iri pachena kuenda ku70,000 mota.
2023 ichiri nguva yekuchinja yeGM. Nekutanga kwekugadzirwa pajoint venture bhatiri fekitori, vhoriyamu yese inogamuchirwa.Sezvo bhiri rinopatsanura kiredhiti yemutero kuita zvikamu zviviri zvakaenzana zveUSD 3,750 / mota, zvinodiwa zvemagungano emunharaunda zvinokurudzirwa mabhatiri anoshandiswa mumotokari dzemagetsi uye zvinhu zvakakosha uye zvakakosha zvinoshandiswa:
◎Yekutanga $3,750/rubatsiro rwemotokari:40% yekukosha kwezvinhu zvakakosha zvebhatiri(kusanganisira nickel, manganese, cobalt, lithium, graphite, nezvimwewo)inobviswa kana kugadziriswa neUnited States kana nyika dzakasaina zvibvumirano zvekutengeserana mahara neUnited States, kana kushandiswazve kuNorth America.(2023), chikamu chichawedzera ne10% gore rega rega kubva 2024 kusvika 80% ne2027.
◎Chechipiri US$3,750/rubatsiro rwemotokari:zvinopfuura 50% kukosha kwebhatiri zvikamu(kusanganisira yakanaka uye yakaipa electrode, foil yemhangura, electrolyte, masero ebhatiri, uye modules)(2023), 2024-2025 Chikamu chikuru kupfuura kana kuenzana ne60%, uye chikamu chichawedzera negumi muzana gore rega rega kubva muna 2026, kusvika 100% panosvika 2029.
Naizvozvo, GM inogona kuwana rubatsiro rwe3,750 US madhora pano.
▲Mufananidzo 4.General Motors Chigadzirwa Portfolio
●Ford
Ford inoronga kuve nekugadzirwa kwepasirese kwepagore kwemotokari dzemagetsi dzinosvika mazana matanhatu ezviuru pakupera kwa2023 uye dzinopfuura mamirioni maviri emotokari panosvika 2026.Naizvozvo, kubva pamaonero ekupatsanurwa, kutengesa kweFord muUnited States kunogona kudarika zviuru mazana mana nemakumi mashanu ezviuru muna 2023.
◎Mustang Mach-E:270,000 zvikamu pagore(North America, Europe neChina, United States inogona kuita 200,000 units).
◎F-150 Mheni:150,000 pagore(North America).
◎E-Transit:150,000 zvikamu pagore(North America neEurope, inofungidzirwa 100,000 zvikamu muUS).
◎SUV Itsva:30,000 zvikamu(Europe).
▲Mufananidzo 5.Ford yekugadzira kugona kuronga
Stellantis ikozvino yakakamurwa kuita zvikamu zviviri. Chekutanga Chrysler chikamu. Kubva pakuona kwazvino, mabhatiri ekuNorth America haasati agadzirira. Inogona kunge ichiri kutungamirwa nema plug-in mahybrids muna 2023, ayo anogona kusimbisa zvakanyanya simba replug-in muUnited States. Huwandu hwemagetsi hybrid muna 2023.
◎Dodge yakaburitsa yekutanga plug-in hybrid modhi HORNET, yakavakirwa paAlfa Romeo Tonale yakagovaniswa chikuva, panguva ino yakatanga huwandu hweHORNET R/T plug-in hybrid.
◎Jeep yakaburitsa yayo yekutanga yakachena yemagetsi modhi Avenger, kutanga kubva kudiki yakachena yemagetsi SUV modhi(izvi hazvisi kutengeswa muUnited States), yekutanga yakachena yemagetsi modhi yakatangwa muNorth America ichava SUV hombe inonzi Recon(2024 yakatanga kugadzirwa kweRecon muUnited States).
▲Mufananidzo 6.Stellantis new energy mota portfolio
Zvigadzirwa zveJapan neSouth Korea zvese zvinosanganisira rubatsiro rwekuungana muNorth America.
Chikamu 2
Zvipingamupinyi zvinoshanda parubatsiro
Kubva kuUSrubatsiro rwekutanga runoisa preconditions, dzinofanirwa kusangana panguva imwe chete kuti dzive dzinokodzera kuziviswa:
◎Motokari nyowani dzinofanirwa kuunganidzwa muNorth America.
◎Kubva 2025, zvicherwa zvakakosha zvebhatiri hazvibviswe, kugadziridzwa kana kushandiswazve nemasangano ekunze ane hanya akanyorwa muInfrastructure Investment and Employment Act; kubva 2024, zvikamu zvebhatiri hazvizogadzirwe kana kuunganidzwa nevekunze masangano ane hanya.
◎Zvinodiwa mutengo wemotokari:akaganhurirwa kumarori emagetsi, mavhani nemaSUV ane mutengo usingapfuure $80,000, uye sedans mutengo usingadarike $55,000.
◎Mari inodiwa kune vanotenga mota:mari inokwana munhu iUS$150,000, mukuru wemba iUS$225,000, uye yakabatanidzwa iUS$300,000.
Kune varidzi veTesla muCalifornia, USA, mamiriro aya anogona kusazadzikiswa. Mhedzisiro yese panguva ino ndeyekutarisa matatu makuru eUS General Motors, Ford uye Stellantis(Chrysler). Nokudaro, kuwedzera kwegore rinotevera kuchava Kuchava nekukwira muTesla, uye makambani matatu aya achaona kuwedzera kukuru kwekudiwa kwemotokari.Naizvozvo, dambudziko riripo mumusika weUS rakanamira mukugadzirwa kwebhatiri. Kusiyana neEurope, iyo yakatanga kukurudzira kukura kwemotokari, kugadzirwa kwemabhatiri emunharaunda kunosara kumashure. Panguva ino, iyo US yakatora makambani emotokari uye akavarega vachigadzira emuno kugadzirwa kwebhatiri. nzira.
Zvinofungidzirwa kuti huwandu hwemotokari dzemagetsi muna 2023 hunogona kunge husina kukwirira sezvaitarisirwa miriyoni 1.8, kunyanya nekuda kwekuti huwandu hwekugadzira bhatiri haugone kuenderera. Naizvozvo, muna 2023-2025, huwandu hwekutengesa kwemota yese yemagetsi inogona kufungidzirwa zvichienderana nekuwedzera kwehuwandu hwekugadzira bhatiri muNorth America. Iyi inzvimbo yakakosha yekucherechedza.
▲Mufananidzo 7.Bhatiri muUnited States rave iro dambudziko guru
Pfupiso: Parizvino, musika mutsva wemotokari weChina uri pamberi penyika kwemakore akati wandei. Nekuda kwehukuru hukuru, isu tiri kuchinjika kune kushambadzira, uye isu tinofanirwa kubuda mukuita uku.Asi patinoenda kumisika iyi, iyo yasara makore akati kuti uye ichiri kupinda munguva yeincubation nemari yehurumende, tinosungirwa kusangana nekushorwa kunotyisa.Ichi ndicho chikonzero chimwe chete netakashandisa mari makore mashoma apfuura, taisada kuti mota dzekunze nemabhatiri ekunze vawane rubatsiro.Munguva dzakasiyana rhythms, kushanda kunoda humwe huchenjeri!
Nguva yekutumira: Jan-03-2023