Gore rino, kuwedzera kune MG (SAIC)uye Xpeng Motors, iyozvakambotengeswa muEurope, zvese NIO neBYD vakashandisa musika weEurope sechitubu chikuru.Iyo huru logic yakajeka:
●Nyika huru dzeEurope Germany, France, Italy nenyika zhinji dzekuMadokero kweEurope dzine rubatsiro, uye nyika dzeNordic dzichava nekurudziro yemutero mushure mekunge rubatsiro rwapera. Iwo mamodheru akafanana anogona kutengwa nemutengo wakakwira muEurope pane kuChina, uye anogona kugadzirwa kuChina uye kutumirwa kuEurope pamutengo wepamusoro.
●Mhando dzakasimudzirwa nemakambani emotokari dzekuEurope kuChina, kubva kuBBA kusvika kuVolkswagen, Toyota, Honda nemotokari dzeFrance, vese vakaona dambudziko. Iyo iteration inononoka, mutengo wakanyanya kukwira, uye pane mukaha pakati pekukwikwidza kwedu uye involution.
▲ Mufananidzo 1. Kutengeswa kwemakambani emotokari muEurope muna 2022
Uye nguva pfupi yadarika, Mutungamiriri weACEA uye CEO weBMW Oliver Zipse akataura zvimwe pane dzimwe nguva: "Kuti tive nechokwadi chekudzoka mukukura uye musika wakakura mukutengesa mota dzemagetsi, Europe inofanirwa kukurumidza kumisa mamiriro ehurongwa, hombe yekuEurope yekugovera cheni. . Resilience, iyo EU Critical Raw Materials Act kuti ive nechokwadi chekuwana mukana kune zvigadzirwa zvinodiwa pamotokari dzemagetsi, uye nekukasira kuburitswa kwezvivakwa zvekuchaja. Zviitiko zvikuru mumakore mashoma apfuura, seBrexit, iyo coronavirus denda, semiconductor yekugovera mabhodhoro uye hondo yeRussia-Ukrainian, Zviitiko izvi zvakakanganisa mitengo uye simba rekupa, uye kumhanya, kudzika uye kusafungidzirika uko nyika iri. kuchinja. Izvi zvinonyanya kushanda mumamiriro ezvematongerwo enyika, uko maindasitiri nemacheni awo akasimba-akabatanidzwa zvakakosha zvine chekuita. "
Kuzvitaura zviri nyore, zvirambidzo zvakasiyana-siyana muEurope zvine simba guru mukuvandudzwa kwemakambani emotokari eEurope. Yakabatanidzwa nemitemo yakasiyana-siyana, indasitiri yemotokari yeEurope iri munguva isina simba.ACEA yakagadziridza fungidziro yayo yekutanga kuti musika wemotokari weEU uchadzoka mukukura muna 2022, ichifungidzira imwe chibvumirano gore rino, ichidzika 1% kusvika 9.6 miriyoni zvikamu.Zvichienzaniswa nenhamba dze2019, kutengeswa kwemotokari kwakadzikira 26% mumakore matatu chete.
▲Mufananidzo 2.Kutengeswa kwemotokari muEurope
Zvakadaro, kana makambani emotokari ekuChina apinda muEurope panguva ino, havazive kuti imarii yavanoita maererano nehupfumi, asi matambudziko enzvimbo achange akakura.Iwe unowana mabhiriyoni, uye nyaya dzezvematongerwo enyika dzinounzwa dzinogona kuda kunyatsoongororwa. Izvi zvakangofanana nemamiriro emakambani emotokari eJapan anopinda mumusika weUS.Chinhu chekucherechedza ndechekuti kuwirirana pakati pehuwandu hwevashandi uye indasitiri yemotokari muEurope, uye anotevera ehupfumi uye matambudziko eZZ ndeemwe mabviro.
▲Mufananidzo 3.Nyaya dzebasa dzine chekuita nezvematongerwo enyika muEurope
Chikamu 1
Involution yeindasitiri yemotokari pasi rese
Sezvo nyika dzinogadzira mota dzichikwikwidza pamusika zvichipesana nekuderera kwekuderera kwepasi rose kudiwa kwemotokari, wedzera kushandiswa kwesimba.Makwikwi ese kubva kuzvigadzirwa zvemotokari kuenda kumakwikwi emusika haadzivisiki, uye zviri nyore kukwikwidza mumusika wepamba.
▲Mufananidzo 4.Mamiriro ekugadzirwa kwemotokari pasi rose
Isu tinoona dambudziko rakakura kwazvo muEurope, uko sezvauri kuona pazasi, kugadzirwa kwemotokari yeEurope kwakadzikira kwemakore mana akateedzana.
▲Mufananidzo 5.Mhedziso yekugadzirwa kwemotokari yeEurope
Muna 2021, EU ichaendesa kunze 5.1 miriyoni mota dzevatakuri, uye EU mota dzinotakura vanhu dziri munzvimbo gumi dzepamusoro dzepasirese.(UK, US, China, Turkey, Ukraine, Switzerland, Japan, South Korea, Norway uye Middle East nyika).
Kusiyana nefungidziro yemunhu wese, huwandu hwemota dzinotengeswa kunze kwenyika kubva kuEurope kuenda kuChina dzinongori 410,000 pagore.Inogona kudzikira muna 2022. Mukuongorora kwekupedzisira, kodzero uye zvido zveEuropean auto indasitiri muChina zvinonyanya kutenderera nekudyara kwenzvimbo yeGerman auto indasitiri, pamwe nedzimwe mota dzinotengeswa kunze kwenyika.
▲Mufananidzo 6.Kutengeswa kunze kwemakambani eEuropean auto
Sekureva kweiyo IHS data, kubva muna Ndira kusvika Nyamavhuvhu 2022, nyika itsva yepasirese yevatakuri mota inotengeswa yakasvika 7.83 miriyoni mayuniti, uye China itsva simba vafambi motokari akaverengera 38.6% pamusika; Europe yaive musika wechipiri pakukura, uine chikamu chemusika che27.2%.Pakati pavo, kutengeswa kwepasi rose kwemotokari dzemagetsi dzakachena dzaive mamiriyoni 5.05, uye motokari dzeChina dzakachena dzemagetsi dzakaita 46.2%; Europe yaive musika wechipiri pakukura pasirese, iine chikamu chemusika che21.8%.
Chikamu 2
Makambani emotokari eChinese muEurope
Isu tinoona kuti makambani emotokari emagetsi eChinese achiri kushanda zvakanyanya muEurope panguva ino:
●Muchikamu chechipiri chegore, BYD yakazivisa kushanda pamwe naHedin Mobility, boka rinotungamira revatengesi muindasitiri yeEurope, kupa zvigadzirwa zvemhando yepamusoro zvemotokari yemagetsi kumisika yeSweden neGerman.
●Mukutanga kwaGumiguru, NIO yakabata chiitiko cheNIO Berlin 2022 muBerlin, ichizivisa zviri pamutemo kuti ichatora hunyanzvi hwekunyoresa modhi kuti ipe yakazara-system masevhisi muGermany, Netherlands, Denmark, neSweden, uye kuvhura iyo ET7, EL7 uye. ET5 matatu NIO NT2 papuratifomu modhi. Booking.
Muchokwadi, tinoona maChinese brand MG, Chase kusanganisira Geely's Polestar ese ari kutengeswa muEurope.Kunzwisisa kwangu ndekwekuti, kana iwe uchida kutora musika muEurope, maitiro ekupinda akakosha.
Europe yakazivisawo EU Battery Regulations, iyo inovhara matanho ese ehupenyu hwebhatiri kutenderera: kubva pakugadzira uye kugadzirisa bhatiri raw materials, kusvika pakushandiswa kwezvigadzirwa zvebhatiri, kusvika pakudzokorodza mabhatiri akaraswa uye ekupera kwehupenyu.Mukupindura kune izvo zvitsva zvinoiswa pamberi mumirau mitsva, mabhizinesi anofanirwa kutora matanho panguva mukuvandudza chigadzirwa, kutenga zvinhu zvakasvibirira uye manejimendi ekutengesa, uye kugadzira nekuita zvirongwa zvepakati uye zvenguva refu yekupindura.Muchokwadi, iyi bhatiri regulation ichaunza akawanda matambudziko kune bhatiri kukosha kweketani, kunyanya nyowani yemagetsi mota uye simba mabhatiri vanogadzira kupinda mumusika weEU.
▲ Mufananidzo 7. Mitemo yebhatiri yeEurope
Mutungamiri weEuropean Commission von der Leyen vakati munaGunyana kuti EU inofanirwa kusimbisa hukama nenyika dzakavimbika uye matunhu akakosha ekukura, uye nekuona kupihwa kwelithium nepasi risingawanzo kufambisa shanduko kuenda kuhupfumi hwakasvibira.Achasundidzira kubvumidzwa kwezvibvumirano zvekutengeserana neChile, Mexico neNew Zealand, uye kushanda kufambisira mberi nhaurirano nevadyidzani vakaita seAustralia neIndia.EU inoda kudzivirira kutsamira pamafuta uye gasi mukuchinja kuenda kuhupfumi hwakasvibira, akataura kuti isu parizvino tinogadzira 90% yepasi isingawanzo uye 60% yelithium.European Commission ichaunza mutemo mutsva, iyoEuropean Critical Raw Materials Act, kuona zvingangoita zvirongwa zvehurongwa uye kuvaka matura munzvimbo dziri panjodzi yekupihwa.Kunyangwe zvichave seIRA muUnited States mune ramangwana, isu tese tinofanira kukurukura.
▲Mufananidzo 8.Nyika yave yakasiyana
Pfupiso: Nekutaura kwako, ndinonzwa kuti nzira yekusimuka kweindasitiri izere neminzwa uye haigone kumhanyiswa kwechinguva.Panofanira kuva nemaonero akazara edambudziko.
Nguva yekutumira: Oct-15-2022