Mukati memakore 140 ekuvandudzwa kweindasitiri yemotokari, masimba ekare uye matsva akapera nokuyerera, uye nyongano yorufu nokuberekwazve haina kumbomira.
Kuvhara, kubhuroka kana kuronga patsva kwemakambani mumusika wepasi rose kunogara kuchiunza zvakawandisa zvisingafungidzike kumusika wevatengi vemotokari munguva yega yega.
Ikozvino, muchikamu chitsva cheshanduko yesimba uye shanduko yemaindasitiri, apo madzimambo enguva yekare anobvisa korona mushure memumwe, kuchinjika uye kupera kwemakambani emotokari ari kusimukira ari kuitikawo mushure meumwe. Zvichida "kusarudzwa kwechisikigo, kupona kwezvakanyanya" "Mutemo wechisikigo inongova imwe nzira yekuudzokorora mumusika wemotokari.
Mumakore mashoma apfuura, maitiro ekuisa magetsi akavakirwa kuChina akatendera makambani emotokari diki akawandisa uye akabvisa vazhinji vevafungidziri.Asi zviri pachena, sezvo indasitiri yesimba idzva inopinda muchikamu chichena-chinopisa, zvidzidzo zvezvakaitika kare zvichiri kutiudza kuti vanhu havazombodzidzi kubva pane zvakaitika kare!
Kuseri kwemazita aBojun, Sailin, Byton, Ranger, Green Packet, nezvimwewo, zvinoratidzwa muchero unorwadza wekushandurwa kweindasitiri yemotokari yeChina.
Nehurombo, sekuzvikudza mushure mekurwadziwa, kufa kweaya makambani emotokari eChinese haana kungotadza kuunza hungwaru kuindasitiri yese, asi zvakapa template yevakawanda uye yevatambi vekunze kuti vatevere.
Kupinda muna 2022, vagadziri vemota dzePPT uye nezvimwe zvakafa muChina, uye yechipiri-tier mauto matsva akadai saWeimar neTianji akapona kare ari kuwedzera mudambudziko.
Nekune rimwe divi, musika wepasi rose uri kuchemera kudarika Tesla Lucid naRivian, FF naNikola, avo vanozivikanwa sevarevi venhema, uye makambani emotokari ari kusimukira kubva pasirese. Kuenzaniswa ne "kutengesa mota", ivo vachiri nehanya nezve chiitiko Carnival nezve capital.
Kungofanana nemusika wemotokari weChinese makore mashanu apfuura, uchitenderedza mari, wakavharira ivhu, uye kuyedza nzira dzese "kupenda pie hombe", maitiro akadaro anoshorwa nemunhu wese asi anogara achikwezva kutariswa kwemari, ari kupinza zviono zvefasi mumhepo. musika wepasi rose, kana Ipikicha yekugadzira mota ine tariro shoma.
Zvese zvinoenderana ne "mari"
Mushure memakore ekuyedzwa kwemusika uye kukwikwidza nemari, zvine musoro kutaura kuti China yapedza kuongorora kumhara kwemakambani matsva emagetsi.
Chekutanga, iyo misa base inodiwa kuti musika wemotokari upedze shanduko yayo mukumhanya-mhanya involution yakagadzwa.Izvo zviri kuramba zvichidiwa nevatengi zvakagara zvichiita kuti zvitadze kuti chero kambani yemotokari iri kusimukira inongedze zvigunwe pamusika nekungotungamira mari.Ukama hwepedyo hunonzwisisika hunoda kusimbiswa pakati pe "kuvaka motokari" uye "kutengesa motokari".Kana rubatsiro rwemusika rwakarasika, migumisiro inosuruvarisa iri pachena.
Chechipiri, mushure meiyo migove yemitemo yemakambani emotokari echiChinese yanyangarika zvishoma nezvishoma, kuvhunduka kunokonzerwa nechisimba chakakwana kune iyo indasitiri itsva yemagetsi hakuna kumboitika.
Kune makambani emotokari ari kusimukira asina imwe kumashure uye tekinoroji reserves, panguva ino, hapana mukana wekupfuura nechido chasara.Evergrande Automobile, iyo yakadonha, muenzaniso wakanaka.
Uye izvi zvinogona kugara zvichiratidza kuti kubva pakuona kwemusika weChinese auto, kutarisa masimba matsva achiri kubuda mumusika wepasirese, kukurumidza uye kusava netariro haisi iyo mamiriro emakambani aya.
KuNorth America, Lucid Motors, iyo yanga ichishanda pamberi pemunhu wese, ine rutsigiro rweSaudi Arabian Public Investment Fund (PIF). Rivian, iyo yakamboitisa imwe huru IPOs munhoroondo yeUnited States, yakawana zvimwe mhedzisiro mukuunza kugadzirwa kwehuwandu, asi mamiriro chaiwo Zvisinei, kubatanidzwa kwemusika wega wega wemotokari wemusika hauna muganhu pane zvinofungidzirwa.
Lucid, iyo inotsigirwa nema tycoon emuno kuMiddle East, haigone kuchinja mutengo wayo wakakwira zvakanyanya kupfuura mari yaanowana. Rivian akabatwa nekuvhiringwa kweketani. Kudyidzana kwekunze senge kugadzira mavhani emagetsi…
Kana ari mhiri kwemakungwa mauto matsva akadai seCanoo naFisker ataimbotaura, pamusoro pekushandisa mhando itsva kugutsa havi yevanoona, zvingave zvakanaka kuwana OEM kana kuvaka fekitori yekugadzirwa kwehuwandu, hazvina kumbobvira zvaitwa. kusvikira zvino. Pane zvishomanana zvemashoko akanaka akasiyana neekare.
Zvinoita sezvisinganzwisisiki kutsanangura mamiriro avo ezvinhu ne "minhenga yehuku kwose kwose".Asi tichienzanisa neChina "Wei Xiaoli", zvakaoma chaizvo kufungidzira izwi riri nani rekuritsanangura.
Pamusoro pezvo, Elon Musk akakanda maonero ake pachena kanopfuura kamwe: Vese Lucid naRivian vane tsika yekuenda kubhanga.Kunze kwekunge vachinja zvakanyanya, vese vanoparara.Rega ndibvunze, makambani aya ane mukana chaiwo here wekutendeuka?
Mhinduro yacho ingasiyana nezviri kuitika.Hatigone kushandisa kumhanya kwekuchinja kwemakambani emotokari eChinese kuongorora kumhanya kwekuchinja muindasitiri yemotokari yepasirese.Aya mauto matsva eAmerica akamirira mukana wekupinda mumusika vese vanovanza machipisi avo ekutengesa pamusika.
Asi ini ndinosarudza kutenda kuti manyepo akagadzirwa neiyo indasitiri yemagetsi matsva anokwezva zvakanyanya.Kungofanana nemusika wemotokari weChinese kumashure, kuitira kuti uwedzere mari, vangaite sei vafungidziri vazhinji vane shungu yekuyedza kutya musika.
Sezvakangoita uye mushure meLos Angeles Auto Show munaNovember, Fisker, iyo yakanga isina nhau kwenguva yakareba, yakazivisa zviri pamutemo kuti yekutanga yakachena yemagetsi SUV modhi, iyo Ocean, yakaiswa mukugadzirwa sezvakarongwa paMagna's carbon-neutral plant in. Graz, Austria.
Kubva kuUnited States kuenda kupasi rose, tinogona kuona kuti masimba matsva ekugadzira motokari amera sehowa pashure pemvura.
Muenzaniso mutsva weAmerican start-up company Drako Motors-Dragon yakasunungurwa zviri pamutemo; mushure meACE neJax, Alpha Motor Corporation yakazivisa chigadzirwa chitsva chemagetsi Montage; Debuted in real car state kekutanga...
MuEurope, mugadziri wemotokari wekuScotland Munro akaburitsa zviri pamutemo Munro Mark 1 akagadzirwa uye akaimisa semotokari yakachena yemagetsi. Zviuru gumi.
Munro Mark 1
Nemamiriro ezvinhu aya, zvisinei kuti nyika yekunze inofungei nezvazvo, ndinongonzwa kuti nguva ino yakangofanana neiyo nguva, uye mhirizhonga muChina makore mazhinji apfuura yakarangarirwa zvakajeka.
Kana masimba matsva aya pasi rese akatadza kushandura hunhu, saka "rufu kuzvarwa patsva" acharamba achiviga kamoto katsva mukuratidzira-kufanana nemotokari nyowani.
Kubhejera capital, kuguma kupi?
Ndizvozvo, 2022 ndiro gore rekutanga kuti musika mutsva wemotokari weChina wapinda mune hutano uye hwakarongeka.Mushure mekutarisira kupfuudza pamacurves kwemakore mazhinji, indasitiri yemotokari yeChina yakabudirira kupedzisa kutonga uye kutungamira kwemaitiro akajairwa eindastiri.
Kuiswa kwemagetsi kunotungamirwa nemasimba matsva kwakaparadza nekuvaka zvakare mitemo yemukati yeindasitiri yese.Kunyange zvazvo misika yekumadokero ichiri kunetseka nekupenga kwaTesla, makambani ari kubuda anotungamirirwa ne "Wei Xiaoli" akapinda muEurope nedzimwe nzvimbo imwe pashure peimwe.
Vachiona kuwedzera kwesimba reChina, vatorwa vane pfungwa yekunhuwa vanosungirwa kutevera kumashure.Uye ikoku kwakatungamirira kunhambo huru yokumuka kwamasimba matsva enyika yose sezvakatsanangurwa pakuvamba.
Kubva kuUnited States kuenda kuEurope, uye kunyangwe mimwe misika yemotokari, vachitora mukana wezvipo izvo makambani emotokari echinyakare akatadza kutendeuka nenguva, makambani emotokari ari kusimukira ari kubuda munzira isingaperi kutora mikana yemusika.
Asi zvakadaro mutsara mumwechete, zvirongwa zvese zvine zvinangwa zvisina kuchena zvinozopedzisira zvadzoserwa kumashure nemusika.Nokudaro, kutonga uye kufanotaura nezvekuvandudzwa kweramangwana remasimba matsva emhiri kwemakungwa zvichienderana nemamiriro avo ezvinhu haisi nyaya ine mhinduro yakajeka zvakadaro.
Hatirambi kuti pakatarisana nemaitiro makuru eindasitiri, kunogara kune vatsva vane rombo rakanaka rekufarirwa nemusika mukuru.Lucid, Rivian uye mamwe masimba matsva anogara akafumurwa pasi pechiedza akakunda kufarirwa kwemamwe mabigwigs, inova ndiyo yekutanga kutarisirwa yakapihwa nemusika uyu.
Tichitarisa mhiri kwemakungwa, simba idzva rakaenda kuruzhinji muUnited States rakazvarwa muSoutheast Asia.
"Vietnam Evergrande" ndiro zita remadunhurirwa rekambani iyi yemotokari inonzi Vinfast.Zvinozivikanwa sei kutanga real estate uye kuvimba neiyo rough style ye "kutenga, kutenga, kutenga".
Nekudaro, VinFast payakazivisa muna Zvita 7 kuti yakaendesa IPO magwaro ekunyoresa kuUS Securities and Exchange Commission (SEC), uye yakaronga kunyora paNasdaq, uye kodhi yemasheya "VFS" yakadhirowewa, ndiani angati avo vane shungu. kukurumidza kubudirira Masimba matsva anogona kuwana ramangwana rakanaka.
Kubva 2022, mari yekuchenjerera kwave kune iyo indasitiri yesimba nyowani yakatoonekwa kubva mukuderera kwemutengo wemusika we "Wei Xiaoli".
Munguva yerima kubva munaChikunguru 23 kusvika Chikunguru 27 pakati pegore rino chete, kukosha kwemusika weWeilai kwakaputika ne6.736 bhiriyoni US madhora, kukosha kwemusika weXiaopeng kwakaputika ne6.
Kubva ipapo, iyo identity label iyo yatove nekwaniso yakazara yakaita kuti zviome zvakanyanya kune iwo makambani emotokari anovimba zvakanyanya nemari kuti ararame.
Mune mamwe mazwi, kubva pakunyorwa kwayo, iyo inonzi 10 bhiriyoni kukosha inongove kupenya mupani.Pasina yakasimba tekinoroji kuita uye bullish kutengesa superposition, sei capital ingave nemoyo murefu.Kwenguva yakati, mukukura kuri kutonhora zvishoma nezvishoma, kuwedzera pakudzimwa nezvokwadi, hazvisi nyore kuita kuti zvidziye zvakare uye kupa rubatsiro.
Izvi zvichiri izvo zve "Wei Xiaoli", uyo akafamba nemumisika isingaverengeki migodhi yemisika.Vatsva vachiri kuedza kupamba musika vanowanepi chivimbo chavo?
Vinfast ndeimwe yeakanakisa, asi ingave yakazvipira kushanduko yeindasitiri yemotokari, kana kuti inoda kutora mukana weiyo iripo musika kupisa wave kuita mari mumusika mukuru, angaite sei munhu ane ziso rinonzwisisa asingazvione.
Nenzira imwecheteyo, apo kambani yemotokari yeTurkey TOGG yakaedza kunyora Germany senzvimbo yayo yekutanga yekuenda mhiri kwemakungwa, Lightyear, kambani yemagetsi ekutanga mota kubva kuNetherlands, neshungu yakabudisa motokari yemagetsi yezuva Lightyear 0, uye French itsva. mota brand Hopium Yekutanga hydrogen mafuta cell mota Hopium Machina yakaburitswa paParis Motor Show. Kambani yemotokari yemagetsi yekuPoland EMP yakasarudza kushanda pamwe neGeely kuvaka mota yemagetsi yakachena pasi pechiratidzo cheIZERA vachishandisa SEA yakakura chimiro. Zvimwe zvinhu zvinogara zvichibuda pachena.
Parizvino, vanhu vane manyawi vakaita saLucid vanoshinga kupinda muChina votanga kupinza vashandi basa, kana kuronga kupinda muChina zviri pamutemo pane imwe nguva mune ramangwana. Hazvina mhosva kuti vangave vakatarisira mberi zvakadini, havazoshanduri chokwadi chokuti China haidi makambani matsva emagetsi matsva, regai irege kudiwa kune mauto matsva ekunze kwenyika anoona Tesla seanopikisa asi asina mazita emakwikwi.
Makore mazhinji apfuura, musika wemotokari weChinese wakauraya makambani mazhinji akafanana, uye guta guru rakagara richiona chiso chechokwadi chevafungidziri ava.
Nhasi, makore mazhinji gare gare, apo mamwe masimba matsva ekunze kwenyika achiramba achitevera iyi pfungwa yekupona, ndinotenda zvakasimba kuti "bubble" ichaputika munguva pfupi.
Nenguva isipi, munhu anotamba necapital anozopedzisira adzorwa necapital.
Nguva yekutumira: Zvita-16-2022