Intshayelelo:Ngomhla we-11 ku-Epreli, i-China Passenger Car Association ikhuphe idatha yokuthengisa yeemoto zabahambi e-China ngo-Matshi.Ngo-Matshi ka-2022, ukuthengiswa kweentengiso zezithuthi e-China kwafikelela kwi-1.579 yezigidi zeeyunithi, ukuhla konyaka-ngonyaka kwe-10.5% kunye nokunyuka kwenyanga-ngenyanga ye-25.6%. Indlela yokuthengisa ngoMatshi yahluke kakhulu.Ukuthengiswa kweentengiso ezongezelelweyo ukususela ngoJanuwari ukuya kuMatshi kwakuyi-4.915 yezigidi zeeyunithi, ukuhla konyaka-ngonyaka kwe-4.5% kunye nokuhla konyaka-ngonyaka kweeyunithi ze-230,000. Intsingiselo iyonke ibisezantsi kunoko bekulindelwe.
Ngo-Matshi, umthamo othengisiweyo wezithuthi zabagibeli e-China wawuyi-1.814 yezigidi, phantsi kwe-1.6% ngonyaka kunye ne-23.6% ngenyanga-ngenyanga.Umthamo oye wanda ukususela ngoJanuwari ukuya kuMatshi ubezizigidi ezi-5.439 zeeyunithi, ukwanda kwe-8.3% ngonyaka kunye nokwanda kweeyunithi ezingama-410,000.
Ukujonga kwidatha yentengiso yeemoto zabakhweli baseTshayina ezikhutshwe nguMbutho wabakhweli beeMoto, ukusebenza kwemarike kukonke kweemoto zabakhweli kwilizwe lam akudoli.Nangona kunjalo, ukuba sijonga nje idatha yokuthengisa yemarike yemoto yabahambi yamandla entsha yaseTshayina, ngumfanekiso owahluke ngokupheleleyo.
Ukuthengiswa kwezithuthi zamandla amatsha kuyenyuka, kodwa imeko ayinathemba
Ukusukela ngo-2021, ngenxa yokunqongophala kwe-chip kunye nokunyuka kwamaxabiso ezinto eziluhlaza, iindleko zemoto kunye nebhetri yamandla zinyuke ngokukhawuleza kunokuba bekulindelwe ishishini.Idatha evela kwiNational Bureau of Statistics ibonisa ukuba ukususela ngoJanuwari ukuya kuFebruwari 2022, ingeniso yeshishini lemoto iya kunyuka nge-6%, kodwa iindleko ziya kunyuka nge-8%, eya kukhokelela ngokuthe ngqo kwi-10% ngonyaka. ukuncipha kwengeniso yeenkampani zeemoto.
Kwelinye icala, kweyoMqungu kulo nyaka, umgangatho wesizwe sam wenkxaso yemoto entsha yelizwe lam wehlile njengoko bekucwangcisiwe. Iinkampani zezithuthi zamandla amatsha ebezisele ziphantsi koxinzelelo oluphindiweyo lokunqongophala kwetshiphu kunye nokunyuka kwamaxabiso ezinto ezisetyenziswa ebhetri zinokwenza oko kuphela phantsi kweemeko ezinjalo. Ukunyanzelwa ukuba kunyuswe amaxabiso emoto ukwenza impembelelo yokunyuka kweendleko.
Thatha uTesla, "i-maniac yohlengahlengiso lwexabiso," njengomzekelo. Inyuse imijikelo emibini yamaxabiso kwiimodeli zayo ezimbini eziphambili ngoMatshi kuphela.Phakathi kwabo, ngo-Matshi 10, amaxabiso e-Tesla Model 3, i-Model Y yonke i-wheel drive, kunye neemodeli eziphezulu zokusebenza ziphakanyiswe yi-yuan eyi-10,000.
Ngomhla we-15 kaMatshi, ixabiso le-Tesla ye-Model 3 ye-rear-wheel-drive version yanyuswa ukuya kwi-279,900 yuan (up 14,200 yuan), ngelixa i-Model 3 i-wheel-drive high-performance version, imodeli ye-Model Y egcwele ubungakanani, ngaphambili inyuke nge-10,000 yuan. Inguqulo ye-wheel-drive iya kuvuka kwakhona nge-18,000 yuan, ngelixa i-Model Y yonke i-wheel-drive inguqulo ephezulu yokusebenza iya kunyuka ngokuthe ngqo ukusuka kwi-397,900 ye-yuan ukuya kwi-yuan ye-417,900.
Emehlweni abantu abaninzi, ukonyuka kwamaxabiso eenkampani zemoto zamandla amatsha kunokudimaza abathengi abaninzi ababecwangcise ukuthenga.izithuthi zamandla amatsha. Izinto ezininzi ezingancediyo ekuphuhliseni izithuthi zamandla amatsha zinokude zikhuthaze iimoto zamandla amatsha ezilinywe eTshayina ngaphezulu kweminyaka elishumi. Imarike yemoto yamandla ixinzelelwe kwi-cradle.
Nangona kunjalo, ukugweba kwiintengiso zangoku zezithuthi zamandla amatsha, oku akubonakali kunjalo.Emva kokulungelelaniswa kwexabiso ngoJanuwari, ukuthengiswa kweentengiso zezithuthi zamandla ezitsha zamandla kwilizwe lam ngoFebruwari 2022 kwakukho iiyunithi ze-273,000, ukunyuka konyaka-ngonyaka kwe-180.9%.Ewe kunjalo, nangoFebruwari, uninzi lweenkampani zemoto zamandla amatsha zisathwele umthwalo wokunyuka kweendleko zodwa.
NgoMatshi, iinkampani ezininzi zezithuthi zamandla amatsha kwilizwe lam zijoyine ukunyuka kwamaxabiso.Nangona kunjalo, ngeli xesha, ukuthengiswa kweentengiso zezithuthi zamandla amatsha kwilizwe lam kwafikelela kwiiyunithi ezingama-445,000, ukunyuka konyaka-ngonyaka kwe-137.6% kunye nokunyuka kwenyanga nge-63.1%, okwakungcono kunomkhwa NgoMatshi weminyaka edlulileyo.Ukususela ngoJanuwari ukuya kuMatshi, iintengiso zasekhaya zokuthengisa izithuthi zabagibeli zamandla amatsha zaziyi-1.07 yezigidi, ukunyuka konyaka-ngonyaka kwe-146.6%.
Kwiinkampani zemoto zamandla amatsha, xa zijongene neendleko ezikhulayo, zinokuphinda zidlulisele uxinzelelo kwimarike ngokunyusa amaxabiso.Ke kutheni abathengi bethontelana ukuya kwizithuthi zamandla amatsha xa iinkampani zemoto zamandla amatsha zihlala zinyusa amaxabiso?
Ngaba ukonyuka kwamaxabiso kuya kuyichaphazela imarike yezithuthi zamandla amatsha eTshayina?
Ngokombono kaXiaolei, isizathu sokuba ukunyuka okuqhubekayo kwexabiso lezithuthi zamandla amatsha akuzange kugungqise ukuzimisela kwabathengi ukuthenga izithuthi zamandla amatsha ikakhulu ngenxa yezi zizathu zilandelayo:
Okokuqala, ukunyuka kwamaxabiso ezithuthi zamandla amatsha akukho ngaphandle kwesilumkiso, kwaye abathengi sele belindele ukulindela ngokwasengqondweni ngokunyuka kwexabiso lezithuthi zamandla amatsha.
Ngokwesicwangciso sokuqala, inkxaso-mali yelizwe lam kwizithuthi zamandla amatsha kufuneka irhoxiswe ngokupheleleyo kwangoko ngo-2020. Isizathu sokuba kusekho inkxaso-mali yezithuthi zamandla amatsha ngoku kukuba isantya sokuhla kwenkxaso-mali siye salibaziseka ngenxa yobhubhane.Ngamanye amazwi, nokuba isibonelelo sikarhulumente sincitshiswe ngama-30% kulo nyaka, abathengi basafumana inkxaso-mali yezithuthi zamandla amatsha.
Kwelinye icala, izinto ezingancediyo kuphuhliso lwezithuthi zamandla amatsha, ezifana nokunqongophala kwetshiphu kunye nokunyuka kwamaxabiso ebhetri ekrwada, azizange zivele kulo nyaka.Ukongeza, i-Tesla, ehlala ithathwa ziinkampani zeemoto kunye nabathengi njenge "vane yentsimi yemoto yamandla amatsha", uye wakhokela ekunyuseni amaxabiso, ngoko ke abathengi banokuvuma ukunyuka kwexabiso lezithuthi zamandla amatsha ukusuka kwenye imoto. iinkampani.Kufuneka kwaziwe ukuba abathengi bezithuthi zamandla amatsha banemfuno eyomeleleyo kunye novelwano lwexabiso eliphantsi, ngoko ke utshintsho oluncinci lwamaxabiso aluyi kuchaphazela kakhulu imfuno yabathengi yezithuthi zamandla amatsha.
Okwesibini, izithuthi zamandla amatsha azibhekiseli kuphela kwiimoto zombane ezicocekileyo ezixhomekeke kakhulu kwiibhetri zamandla, kodwa kunye neenqwelo ze-hybridi kunye neenqwelo zombane ezongezelelweyo.Ekubeni i-plug-in hybrid izithuthi kunye neenqwelo zombane ezongezelelweyo azixhomekeke kakhulu kwiibhetri zamandla, ukunyuka kwexabiso kukwangaphakathi kuluhlu apho abaninzi abathengi banokuyamkela.
Ukususela kulo nyaka uphelileyo, isabelo semarike ye-plug-in hybrid yezithuthi ezikhokelwa yi-BYD kunye neenqwelo zombane ezongezelelweyo ezikhokelwa nguLili ziye zanda ngokuthe ngcembe.Ezi modeli zimbini zingathembeli kakhulu kwiibhetri zamandla kwaye zonwabele izibonelelo zomgaqo-nkqubo wezithuthi zamandla amatsha nazo zitya imarike yezithuthi zamafutha emveli phantsi kwebhanile "yezithuthi zamandla amatsha".
Ukusuka kwelinye imbono, nangona impembelelo yokunyuka kwexabiso elihlangeneyo lezithuthi zamandla amatsha kwishishini lezithuthi zamandla amatsha alibonakali kwiintengiso zezithuthi zamandla amatsha ngoFebruwari nangoMatshi, mhlawumbi ngenxa yokuba ixesha lokusabela “libazisekile” “.
Kuya kufuneka uyazi ukuba imodeli yokuthengisa uninzi lwezithuthi zamandla amatsha kukuthengiswa kweeodolo. Okwangoku, iinkampani ezahlukeneyo zeemoto zineodolo eninzi ngaphambi kokunyuka kwamaxabiso.Ukuthatha ilizwe lam isithuthi samandla esitsha samandla e-BYD njengomzekelo, sine-backlog yee-odolo ezingaphezulu kwama-400,000, nto leyo ethetha ukuba uninzi lweemoto ze-BYD ezizisa ngoku zisetyisa imiyalelo yayo phambi kokunyuka kwexabiso okuqhubekayo.
Okwesithathu, kungenxa yokonyuka kwamaxabiso okulandelelanayo kweenkampani zezithuthi zamandla amatsha apho abathengi abafuna ukuthenga izithuthi zamandla amatsha banoluvo lokuba ixabiso lezithuthi zamandla amatsha liya kuqhubeka nokunyuka.Ke ngoko, abathengi abaninzi babambe umbono wokutshixa ixabiso le-odolo ngaphambi kokuba ixabiso lezithuthi zamandla amatsha linyuke kwakhona, okukhokelela kwimeko entsha apho abathengi abaninzi banengqiqo okanye balandele umkhwa wokuodola.Umzekelo, uXiaolei unogxa wakhe obeke iodolo ye-Qin PLUS DM-i ngaphambi kokuba i-BYD ibhengeze umjikelo wesibini wokunyuka kwamaxabiso, esoyika ukuba i-BYD iza kwenza umjikelo wesithathu wokunyuka kwexabiso.
Ngokombono kaXiaolei, ixabiso eliphambeneyo lokunyuka kwezithuthi zamandla amatsha kunye nokunyuka kwamaxabiso okuphambana kwezithuthi zamandla amatsha zombini zivavanya ukuxhathisa koxinzelelo lweenkampani zezithuthi zamandla amatsha kunye nabathengi bezithuthi zamandla amatsha.Kufuneka wazi ukuba ukukwazi kwabathengi ukwamkela amaxabiso kulinganiselwe. Ukuba iinkampani zeemoto azikwazi ukulawula ngokufanelekileyo iindleko ezikhulayo zeemveliso, abathengi baya kuba nezinye iimodeli zokukhetha kuzo, kodwa iinkampani zeemoto zinokujongana nokuwa.
Ngokucacileyo, nangona intengiso yezithuthi zamandla entsha yelizwe lam ikhula ngokuchasene nentengiso, iinkampani zezithuthi zamandla amatsha nazo ziyasokola.Kodwa ngethamsanqa, ebusweni behlabathi jikelele "ukungabikho kwe-lithium engundoqo kunye nefutshane", indawo yemarike yeemoto zaseTshayina emhlabeni iphuculwe kakhulu. .
NgoJanuwari-Februwari 2022, ukuthengiswa kweentengiso zezithuthi ezithwala abantu e-China kwafikelela kwi-3.624 yezigidi zeeyunithi, ukunyuka konyaka-ngonyaka we-14.0%, ukufezekisa isiqalo esihle ngokwenene.Isabelo semarike yaseTshayina kwimarike yeemoto zehlabathi ifikelele kwi-36%, irekhodi eliphezulu.Oku kukwabangelwa kukunqongophala kwee-cores kwinqanaba lehlabathi. Xa kuthelekiswa neenkampani zeemoto zamanye amazwe, iinkampani zemoto zaseTshayina eziziphetheyo ziye zasebenzisa izixhobo zetshiphu ezithe kratya, ngoko ke iinkampani eziziphetheyo zifumene amathuba okukhula aphezulu.
Ngaphantsi kwemeko engabonakaliyo yokuba izixhobo ze-lithium ore zehlabathi zinqongophele kwaye ixabiso le-lithium carbonate liye lanyuka ngamaxesha e-10, ukuthengiswa kweemoto ezintsha zamandla e-China kuya kufikelela kwi-734,000 ngoJanuwari-Februwari 2022, unyaka-on- ukunyuka konyaka nge-162%.Ukusukela ngoJanuwari ukuya kuFebruwari 2022, isabelo semarike yentengiso yezithuthi zamandla amatsha eTshayina sifikelele kwirekhodi eliphezulu le-65% yesabelo sehlabathi.
Xa sijonga kwidatha yokuthelekisa yoshishino lwezithuthi lwehlabathi, ukunqongophala kweetshiphusi zemoto kwihlabathi akuzisanga lahleko inkulu kuphuhliso lweenkampani zaseTshayina. Ulungelelwaniso kunye neziphumo zemarike ephezulu; phantsi kwemvelaphi yokunyuka kwamaxabiso e-lithium, iibrendi ezizimeleyo zaseTshayina zivukele kumceli mngeni kwaye zafumana ukusebenza kakuhle kokukhula kokuthengisa okuphezulu.
Ixesha lokuposa: Apr-22-2022