Isingeniso:Ngo-Ephreli 11, iChina Passenger Car Association yakhipha imininingwane yokuthengiswa kwezimoto zabagibeli eChina ngoMashi.NgoMashi 2022, ukudayiswa kwezimoto zabagibeli eChina kwafinyelela ezigidini eziyi-1.579 zamayunithi, ukwehla konyaka ngonyaka ngo-10.5% kanye nokunyuka kwenyanga nenyanga ngama-25.6%. Umkhuba wokudayisa ngoMashi wawuhluke kakhulu.Ukudayiswa kwezitolo okuqoqekile kusukela ngoJanuwari kuya kuMashi bekungamayunithi ayizigidi ezi-4.915, ukwehla konyaka ngonyaka ngama-4.5% kanye nokwehla konyaka ngonyaka ngamayunithi angama-230,000. Ukuthambekela sekukonke bekuphansi kunalokho obekulindelwe.
NgoMashi, isamba sezimoto zabagibeli eChina besingu-1.814 million, sehle ngo-1.6% unyaka nonyaka sakhuphuka ngo-23.6% inyanga nenyanga.Isamba sesamba esiqoqiwe kusukela ngoJanuwari kuya kuNdasa besiyizigidi ezi-5.439, okukhuphuke ngo-8.3% unyaka nonyaka kanye nokunyuka kwamayunithi angama-410,000.
Uma sibheka imininingwane yokuthengisa yezimoto zabagibeli zaseShayina ezikhishwe iPassenger Car Association, ukusebenza kwemakethe kwezimoto zabagibeli ezweni lami akuvilapha.Kodwa-ke, uma sibheka idatha yokuthengisa yemakethe yezimoto zabagibeli zamandla amasha yaseChina, isithombe esihluke ngokuphelele.
Ukuthengiswa kwezimoto ezintsha zamandla kuyanda, kodwa isimo asisihle neze
Kusukela ngo-2021, ngenxa yokushoda kwama-chip kanye nokukhuphuka kwamanani entengo yezinto ezingavuthiwe, izindleko zebhethri yemoto namandla zikhuphuke ngokushesha kakhulu kunalokho obekulindelwe imboni.Imininingwane evela kwiNational Bureau of Statistics ikhombisa ukuthi kusukela ngoJanuwari kuya kuFebhuwari 2022, imali etholwa yimboni yezimoto izokwenyuka ngo-6%, kodwa izindleko zizokhuphuka ngo-8%, okuzoholela ngqo ku-10% unyaka nonyaka. ukwehla kwenzuzo iyonke yezinkampani zezimoto.
Ngakolunye uhlangothi, ngoMasingana nonyaka, izinga lezwe lami lezwe lokuthola uxhaso lwezimoto ezintsha ezisebenza ngogesi lehla njengoba bekuhleliwe. Izinkampani zezimoto ezintsha zamandla ebezivele zingaphansi kwengcindezi ephindwe kabili yokushoda kwama-chip kanye nezintengo zezinto ezisetshenziswa amabhethri ezikhuphukayo zingenza kanjalo kuphela ngaphansi kwezimo ezinjalo. Kuphoqeleke ukuthi kukhuphule amanani ezimoto ukuze kulungiswe umthelela wezindleko ezikhuphukayo.
Thatha i-Tesla, "i-maniac yokulungiswa kwentengo," njengesibonelo. Inyuse imizuliswano emibili yamanani kumamodeli ayo amabili amakhulu ngoMashi kuphela.Phakathi kwazo, ngo-March 10, amanani entengo ye-Tesla Model 3, i-Model Y idonsa ngamasondo onke, namamodeli asebenza kahle kakhulu aphakanyiswe ngamayuan ayi-10,000.
NgoMashi 15, intengo yenguqulo ye-Tesla's Model 3 edonsa ngamasondo angemuva yakhushulelwa ku-279,900 yuan (efika ku-14,200 yuan), kwathi inguqulo ye-Model 3 edonsa ngawo wonke amasondo, imodeli yosayizi ogcwele ye-Model Y, ngaphambilini inyuke ngo-10,000 yuan. Inguqulo ye-wheel-drive izokhuphuka futhi ngamayuan angu-18,000, kuyilapho inguqulo ye-Model Y edonsa ngamasondo onke izokhuphuka ngokuqondile isuka ku-397,900 yuan iye ku-417,900 yuan.
Emehlweni abantu abaningi, ukwenyuka kwentengo yezinkampani ezikhiqiza izimoto ezintsha kungase kudikibalise abathengi abaningi abebehlele ukuthenga ekuqaleni.izimoto ezintsha zamandla. Izinto eziningi ezingahambisani nokuthuthukiswa kwezimoto ezintsha ezisebenza ngamandla zingase zikhuthaze izimoto ezintsha ezisebenza ngamandla ezitshalwe eShayina iminyaka engaphezu kweyishumi. Imakethe yezimoto zamandla ibambekile kumbeleko.
Kodwa-ke, uma sibheka ukuthengiswa kwamanje kwezimoto ezintsha zamandla, lokhu akubonakali kunjalo.Ngemuva kokulungiswa kwentengo ngoJanuwari, ukuthengiswa kwezimoto ezintsha zabagibeli ezinamandla ezweni lami ngoFebhuwari 2022 kwaba amayunithi angama-273,000, okuwukukhuphuka konyaka ngo-180.9%.Kunjalo, ngisho nangoFebhuwari, iningi lezinkampani ezithwala amandla amasha zisathwele umthwalo wezindleko ezikhuphukayo zizodwa.
NgoMashi, izinkampani eziningi zezimoto zamandla amasha ezweni lami sezijoyine ukukhuphuka kwentengo.Kodwa-ke, ngalesi sikhathi, ukuthengiswa kwezimoto ezithwala amandla amasha ezweni lami kufinyelele kumayunithi angama-445,000, ukukhuphuka konyaka ngo-137.6% kanye nokwenyuka kwenyanga nenyanga ngo-63.1%, obekungcono kunomkhuba we Mashi weminyaka edlule.Kusukela ngoJanuwari kuya kuMashi, ukudayiswa kwezimoto zakuleli ezithwala amandla amasha kwaba yizigidi eziyi-1.07, okuwukukhula konyaka ngo-146.6%.
Ezinkampanini zezimoto ezintsha ezisebenza ngamandla, uma zibhekene nezindleko ezikhuphukayo, zingaphinde zidlulisele ingcindezi emakethe ngokunyusa amanani.Pho kungani abathengi bethutheleka ezimotweni ezisebenza ngamandla amasha lapho izinkampani zezimoto ezisebenza ngamandla emisha zivame ukunyusa amanani?
Ingabe ukwenyuka kwamanani kuzoba nomthelela emakethe yezimoto zamandla amasha eChina?
Ngokubona kukaXiaolei, isizathu sokuthi kungani ukunyuka kwenani lentengo yezimoto ezisebenza ngamandla amasha kunganyakazisi ukuzimisela kwabathengi ukuthenga izimoto ezisebenza ngamandla ngenxa yalezi zizathu ezilandelayo:
Okokuqala, ukukhuphuka kwentengo yezimoto ezintsha zamandla akhona ngaphandle kwesixwayiso, futhi abathengi sebevele banamathemba angokwengqondo ngokunyuka kwentengo yezimoto ezintsha zamandla.
Ngokohlelo lokuqala, uxhaso lwezwe lami lwezimoto ezintsha ezisebenza ngamandla kufanele lukhanselwe ngokuphelele ekuqaleni kuka-2020. Isizathu sokuthi kusenemixhaso yezimoto ezisebenza ngamandla amasha manje ukuthi ijubane lokwehla koxhaso libambezelekile ngenxa yalolu bhubhane.Ngamanye amazwi, noma ngabe uxhaso lukahulumeni lwehliswa ngama-30% kulo nyaka, abathengi basahola uxhaso lwezimoto ezintsha ezisebenza ngamandla.
Ngakolunye uhlangothi, izici ezingahambisani nokuthuthukiswa kwezimoto ezintsha zamandla, njengokushoda kwama-chip kanye nezintengo zempahla yebhethri yamandla akhuphukayo, azizange zivele kulo nyaka.Ngaphezu kwalokho, i-Tesla, ehlale ibhekwa yizinkampani zezimoto kanye nabathengi njenge "vane of the new energy field field", uye wahola ekukhuphuleni amanani, ngakho abathengi bangakwazi futhi ukwamukela ukukhuphuka kwentengo yezimoto ezintsha zamandla ezivela kwezinye izimoto. izinkampani.Kufanele kwaziwe ukuthi abathengi bezimoto ezisebenza ngamandla amasha banezidingo eziqinile eziqinile kanye nokuzwela amanani aphansi uma kuqhathaniswa, ngakho ukuguqulwa kwamanani amancane ngeke kuthinte kakhulu isidingo sabathengi sezimoto ezintsha ezisebenza ngamandla.
Okwesibili, izimoto zamandla amasha azibhekiseli kuphela ezimotweni zikagesi ezihlanzekile ezincike kakhulu kumabhethri anamandla, kodwa futhi nezimoto eziyingxubevange kanye nezimoto zikagesi ezihamba ibanga elide.Njengoba izimoto ezixhumene ne-plug-in nezimoto zikagesi zebanga elinwetshiwe zingancikile kakhulu kumabhethri anamandla, ukukhuphuka kwentengo nakho kungaphakathi kwebanga abathengi abaningi abangakwamukela.
Kusukela ngonyaka odlule, isabelo semakethe sezimoto ezihlanganisiwe ezihlanganisiwe eziholwa yi-BYD kanye nezimoto zikagesi ezihamba ibanga elide eziholwa nguLili ziye zanda kancane kancane.Lezi zinhlobo ezimbili ezingathembeli kakhulu kumabhethri kagesi futhi zijabulela izinzuzo zenqubomgomo yezimoto zamandla amasha nazo zidla imakethe yezimoto zikaphethiloli ezivamile ngaphansi kwesibhengezo “sezimoto zamandla amasha”.
Ngokomunye umbono, nakuba umthelela wokwenyuka kwamanani entengo ehlanganisiwe yezimoto ezintsha zamandla embonini yezimoto zamandla amasha ungabonakali ekuthengisweni kwezimoto ezintsha ezisebenza ngamandla ngoFebhuwari nangoMashi, kungase futhi kube ngenxa yokuthi isikhathi salokhu kusabela “ibambezelekile” “.
Kufanele wazi ukuthi imodeli yokuthengisa yezimoto eziningi ezintsha ezisebenza ngamandla iwukudayiselwa kwe-oda. Njengamanje, izinkampani zezimoto ezahlukene zinama-oda amaningi ngaphambi kokunyuka kwentengo.Uma ngithatha isibonelo semoto entsha yezwe lami ekhiqiza amandla i-BYD, inokusilela emuva kwama-oda angaphezu kuka-400,000, okusho ukuthi izimoto eziningi ezilethwa yi-BYD njengamanje zigaya imiyalo yayo ngaphambi kokunyuka kwamanani okuqhubekayo.
Okwesithathu, kungenxa yokwenyuka kwamanani okulandelanayo kwezinkampani zezimoto ezintsha okwenza abathengi abafuna ukuthenga izimoto ezisebenza ngamandla babe nomuzwa wokuthi intengo yezimoto ezintsha ezisebenza ngamandla izoqhubeka nokukhuphuka.Ngakho-ke, abathengi abaningi babambe umqondo wokuvala intengo ye-oda ngaphambi kokuthi intengo yezimoto ezintsha zamandla iphinde ikhuphuke, okuholela esimweni esisha lapho abathengi abaningi benengqondo noma belandela umkhuba woku-oda.Isibonelo, u-Xiaolei unozakwabo ofake i-oda le-Qin PLUS DM-i ngaphambi kokuba i-BYD imemezele umzuliswano wesibili wokwenyuka kwamanani, esaba ukuthi i-BYD izokwenza umzuliswano wesithathu wokwenyuka kwamanani maduzane.
Ngokombono ka-Xiaolei, ukukhuphuka kwezindleko ezihlanyisayo zezimoto ezisebenza ngamandla amasha kanye nokukhuphuka kwamanani entengo ezimoto ezintsha ezinamandla kokubili kuhlola ukumelana nokucindezela kwezinkampani zezimoto ezintsha zamandla kanye nabathengi bezimoto ezintsha zamandla.Kufanele wazi ukuthi ikhono labathengi lokwamukela izintengo lilinganiselwe. Uma izinkampani zezimoto zingakwazi ukulawula ngempumelelo ukukhuphuka kwezindleko zemikhiqizo, abathengi bazoba namanye amamodeli abangakhetha kuwo, kodwa izinkampani zezimoto zingabhekana nokuwa.
Ngokusobala, nakuba ukuthengwa kwezimoto ezintsha zezwe lami kukhuphuka uma kuqhathaniswa nemakethe, izinkampani zezimoto ezintsha ezisebenza ngamandla nazo zidonsa kanzima.Kodwa ngenhlanhla, lapho kubhekene "nokuntuleka kwe-lithium eyinhloko kanye nemfushane emhlabeni wonke", isikhundla semakethe yezimoto zaseShayina emhlabeni wonke siye sathuthukiswa kakhulu. .
NgoJanuwari-Februwari 2022, ukuthengiswa kwezimoto zabagibeli eChina kwafinyelela amayunithi ayizigidi ezingu-3.624, ukukhuphuka konyaka ngonyaka ngo-14.0%, okutholwe isiqalo esihle sangempela.Isabelo semakethe saseShayina semakethe yezimoto yomhlaba sifinyelele ku-36%, okuyirekhodi eliphezulu.Lokhu kungenxa yokuntuleka kwama-cores emhlabeni jikelele. Uma kuqhathaniswa nezinkampani zezimoto zakwamanye amazwe, izinkampani zezimoto zohlobo lwamaShayina ezizimele zisebenzise izinsiza eziningi zama-chip, ngakho izinkampani ezizimele zithole amathuba okukhula aphezulu.
Ngaphansi kwesimo sokuthi izinsiza ze-lithium ore emhlabeni ziyashoda futhi intengo ye-lithium carbonate ikhuphuke izikhathi eziyi-10, ukuthengiswa kwezimoto ezintsha zabagibeli zamandla eChina kuzofinyelela ku-734,000 ngoJanuwari-February 2022, unyaka-on- inyuke ngo-162%.Kusukela ngoJanuwari kuya kuFebhuwari 2022, isabelo semakethe sokudayiswa kwezimoto zamandla amasha e-China sifinyelele irekhodi eliphezulu lama-65% esabelo somhlaba.
Uma sibheka imininingwane yokuqhathanisa yemboni yezimoto emhlabeni, ukushoda kwama-auto chips emhlabeni akulethanga nje ukulahlekelwa okukhulu ekuthuthukisweni kwezinkampani zezimoto zaseShayina. Kudidiyelwe futhi kuzuzwe imiphumela ye-super market; ngaphansi kwesizinda sokukhuphuka kwamanani e-lithium, ama-brand azimele aseShayina akhuphukele enseleleni futhi azuza ukusebenza okuhle kokukhula kokuthengisa okukhulu.
Isikhathi sokuthumela: Apr-22-2022