Sezvo iyo yakadzama data ichizobuda gare gare, heino heino yemusika weChinese auto(mota dzinotakura vanhu)muna 2022 zvichibva pavhiki nevhiki terminal inishuwarenzi data. Ndiri kugadzira pre-emptive version.
Panyaya yemhando, Volkswagen inomira pekutanga(2.2 miriyoni), Toyota iri panzvimbo yechipiri(1.79 miriyoni), BYD iri pachinhanho chechitatu(mamiriyoni 1.603), Honda iri pachina(mamiriyoni 1.36), uye Changan ari pachishanu(0.93 miriyoni).Kubva pakuona kwekukura, Volkswagen yakaderera zvishoma, Toyota yakawedzera zvishoma, uye BYD yakawedzera mamwe motokari dzemoto dzekare nekukura kwe123%.
Mhedzisiro yaMateo mumusika wemotokari iripo zvine chinangwa. Takaona kuti zviri kuramba zvichinetsa kuti makambani madiki emotokari ararame.Muna 2022, pachange paine 5.23 miriyoni inotakura vanhu mota, ine huwandu hwe20.21 miriyoni mahwendefa makuru, uye mwero wekupinda ungangoita 25.88%.Tichitarisa makore matatu anotevera, kana kudiwa kwemusika wose kusingawedzere nokukurumidza ne2025, chiyero chekupinda chichawedzera zvechokwadi, asi kunewo kuoma kwechokwadi kwekuderedza chiyero chekukura.
▲Mufananidzo 1. Zviteshi zvemotokari dzevatasvi muChina muna 2022
Aya mafungu emotokari dzemagetsi matsva uye mhando dzemasheya akakosha kuti makambani emotokari achinje matiraki. Kana uchichinja kubva kumotokari dzemafuta ekutanga kuenda kumotokari itsva dzine simba, uye kuchinja kubva padzinoperera kuenda kumatinji ari nani kwakakosha.Kana ari mabhizinesi anopihwa mari kunze kwenyika, iwo TOP20 mhando dzemhando yepamusoro hadzisi mhando dzine kukwikwidza kwakasimba, uye hupenyu hauzove nyore mumakore mashoma anotevera.Parizvino, mhando dzakachipa dzekunze dzinogona kurarama zvakanaka ndeye Volkswagen, Toyota, Honda, Nissan uye Buick chete.
Isu tinoona kuti mhando makumi maviri epamusoro ane chiyero che200,000. Tichifunga kuti kudiwa kwemumba kwemota nyowani dzinosvika mamirioni makumi maviri kunoramba kusingachinjike, huwandu hwemhando yese huchakwira nepamusoro mumakore matatu anotevera.
▲ Mufananidzo 2. Chimiro chemhando yemusika weChinese auto
Chikamu 1
Pfungwa pakuvandudzwa kwemhando dzemotokari
Paunonyanya kufunga nezvemusika wemotokari, ndipo paunowedzera kuwana kuti makambani anovaka ega echigadzirwa portfolios kuburikidza nehunyanzvi, uye pakupedzisira anowana musika wekugovanisa uye simba remitengo.Chinonyanya kukosha mukuita uku ndechekutora nzira yechikero kana nzira yemhando yepamusoro.Mamwe makambani anovimba nemotokari dzinokosha kudarika 300,000 yuan kuita mari, uye mamwe makambani anogona kuita mari kubva pa100,000 kusvika 200,000 yuan zvichienderana nechiyero. Yakasiyana brand logics ine nzira dzakasiyana zvachose.
BMW ine 765 000 units, Mercedes-Benz ine 743 000 units, uye Audi ine 640 000 maunitsi. Aya matatu epamusoro akanyanya kugadzikana.Inotevera Tesla's 441,000. Ndiyo sarudzo inofanirwa kuitwa naTesla muChina kuchengetedza purofiti yayo kana ichienzaniswa neBBA kana mugove wemusika.Inotevera ndiyo echelon ye100,000 kusvika 200,000, kubva kuCadillac, Lexus, Volvo, Ideal uye Weilai Automobile, Porsche zvakare ine chikero chinosvika zana.
Ehe, mutengo wakakwira wemotokari dzemhando yepamusoro unoda hwaro hwehunyanzvi uye chimwe chinhu chekutsigira mhando. Panyaya iyi, kuunganidza kwenguva refu kunodiwa, uye inyaya yechokwadi.
▲ Mufananidzo 3. Mugove wemusikayemhando dzemhando yepamusoro
Kubva pakuona kweiyo logic yemotokari nyowani dzesimba, ingave wave wave kubatwa kana kusabatwa zvakasiyana zvachose pakusimudzira mabhizinesi.Sezvineiwo, nzvimbo yekupedzisira muTOP20 ndiRoewe. Iko kusanganiswa kwemotokari dzemagetsi matsva kwakakwira zvakanyanya kupfuura zvataifungidzira. Dambudziko guru nderekuti hazvisi nyore kuita mari.
▲Mufananidzo 4.Mamiriro emotokari dzemagetsi matsva muna 2022
Mumusika wemotokari itsva 5.23 miriyoni, chikamu chemusika cheBYD chasvika 30%, icho chakakwira zvakanyanya kupfuura chikamu che10.8% chemusika weVolkswagen mumusika wese wemotokari dzinotakura vanhu.
▲Mufananidzo 5.Concentration yemotokari itsva dzemagetsi
Ndinofunga kana iyi wave yemotokari dzemagetsi dzakachenakana kuti akabata maitiro aya-kukwira kwemitengo yemafuta uye kusimbiswa kwekuvimbika kwechigadzirwa mumakore mashoma apfuura kwakatungamira kukurumidza kuchinja kwemaitiro ekushandisa.Mikana inogara yakachengeterwa kugadzirira.
▲Mufananidzo 6.Kushanda kwemhando itsva dzemotokari dzemagetsi
Chikamu 2
Tesla uye BYD
Tichitarisa kubva kune data yaTesla, kukurumidza kuderera kwaDecember kwakatibata nekushamisika.Iko kusimba kweModel Y imhaka yezvose zviri zviviri kudzikisa mutengo chinhu uye yekutanga kurongeka dziva. Isu takacherekedza vatengi 'zvakawanda zvine musoro sarudzo kubva kuTesla. Munhu wose akatanga kutenga Tesla uye zvishoma nezvishoma akarega kuitenga.
Mashoko: Ndakagamuchira nhau dzekuderedzwa kwemutengo waTesla kune ese akateedzana mangwanani ano, uye mhinduro yaTesla kumusika data ichiri kukurumidza.
▲Mufananidzo 7.Tesla akangoerekana aita husimbe mukota yechina
Kutarisa data rese neiri rwizi girafu, rakajeka kwazvo. Kubvisa kudiwa kwekutengesa kunze kwenyika, mamiriro eTesla yese muQ4 anoita kuti tiwedzere kunzwisisa nezve tarisiro ye2023.
▲Mufananidzo 8.Tesla yakazara vhiki yekuendesa ongororo muna 2022
Nezve mukaha pakati peTesla neBYD, ini ndichapedza nguva ndichiita vhidhiyo yekufunga uye kukurukura nezve shanduko mumusika wese nharaunda.Ini pachangu, ndinofunga mutsauko mukuru ndiwo musiyano mune chigadzirwa matrix chezviviri.
Kana zvichinzi mota dzemagetsi dzeTesla dzakachena dzichatsigirwa nemakomborero akasiyana muna 2021, zano reBYD muna 2022 richadzikisa mutengo mukuru wemotokari dzemagetsi dzakachena, uye wozoshandisa iyo DM-i yakatevedzana kubata musika wemota dzepeturu, kuverenga. paMuenzaniso 3 uye Muenzanisi Ndiyo mutongo waTesla usina kururama kutigrabmugove wemusika wemotokari dzepeturu(motokari dzemhando yepamusoro) mumutengo wepamusoro wazvino.Ngatitaure nezvenyaya iyi zvakadzama.
▲Mufananidzo 9.Kusiyana pakati peTesla neBYD
Pfupiso: Iyi i pre-emptive version. Nguva pfupi yadarika, ndiri kuyedza kufunga nezve shanduko mukuvandudzwa kwemusika weChinese auto munguva kubva 2023 kusvika 2025, uye ndezvipi zvinhu zvichakanganisa maitiro. Zvinoda kushanda nesimba kuti ufunge zvakajeka.
Nguva yekutumira: Jan-07-2023