Njengoba imininingwane enemininingwane izophuma kamuva, nansi uhlu lwemakethe yezimoto yaseChina(izimoto ezigibela abantu)ngo-2022 ngokusekelwe kudatha yomshwalense wamasonto onke. Ngenza futhi inguqulo yangaphambilini.
Mayelana nemikhiqizo, iVolkswagen ihamba phambili(2.2 million), kwaToyota balele isibili(izigidi ezingu-1.79), i-BYD ikleliswe endaweni yesithathu(izigidi ezingu-1.603), iHonda ikleliswe endaweni yesine(izigidi ezingu-1.36), kanti uChangan ukleliswe endaweni yesihlanu(0.93 million).Uma kubhekwa izinga lokukhula, iVolkswagen yehle kancane, iToyota inyuke kancane, kanti iBYD yengeze izimoto zikaphethiloli ezinomlando ezikhule ngo-123%.
Umphumela we-Matthew emakethe yezimoto ukhona ngokufanelekile. Sithole ukuthi kuya ngokuya kuba nzima ukuthi izinkampani zezimoto ezincane ziphile.Ngo-2022, kuzoba nezimoto ezithwala abantu eziyizigidi ezi-5.23, ezinamapuleti amakhulu ayizigidi ezingama-20.21, kanye nezinga lokungena elibalelwa ku-25.88%.Uma sibheka eminyakeni emithathu ezayo, uma isidingo semakethe yonke singakhuli ngokushesha ngo-2025, izinga lokungena lizokhula ngempela, kodwa kukhona nobunzima bangempela bokunciphisa izinga lokukhula.
▲Umfanekiso 1. Amatheminali edatha yemoto yabagibeli e-China ngo-2022
Leli gagasi lezimoto ezintsha zamandla kanye nezinhlobo zesitoko libalulekile ezinkampanini zezimoto ukuthi zishintshe amathrekhi. Ukuthi kufanele usuke ezimotweni zangempela zikaphethiloli uye ezimotweni ezisebenza ngamandla amasha, nokusuka ezimotweni ezisezingeni eliphansi uye kumathrekhi angcono kubalulekile.Ngokuqondene namabhizinisi axhaswe ngemali yakwamanye amazwe, i-TOP20 brand yokunethezeka ayiwona amabhrendi anokuncintisana okuqinile, futhi impilo ngeke ibe lula eminyakeni embalwa ezayo.Njengamanje, izinhlobo ezishibhile zakwamanye amazwe ezingaphila kahle kakhulu yiVolkswagen, Toyota, Honda, Nissan kanye neBuick kuphela.
Siyabona ukuthi amabhrendi aphezulu angama-20 anesilinganiso esingu-200,000. Uma sicabanga ukuthi isidingo sasekhaya sezimoto ezintsha esingaba yizigidi ezingu-20 sisalokhu singashintshile, ukugxila kwalo lonke uhlobo kuzokhula kakhulu eminyakeni emithathu ezayo.
▲ Umfanekiso 2. Isakhiwo somkhiqizo wemakethe yezimoto yaseShayina
Ingxenye 1
Imicabango ngokuthuthukiswa kwemikhiqizo yezimoto
Uma ucabanga kakhulu ngemakethe yezimoto, yilapho ungathola khona ukuthi izinkampani zakha amaphothifoliyo emikhiqizo yazo ngobuchwepheshe, futhi ekugcineni zithole isabelo semakethe namandla entengo.Ukhiye obaluleke kakhulu kule nqubo ukuthatha umzila wesikali noma umzila weprimiyamu yomkhiqizo.Ezinye izinkampani zithembele ezimotweni ezibiza ngaphezu kuka-300,000 yuan ukwenza imali, kanti ezinye izinkampani zingenza imali kusuka ku-100,000 kuya ku-200,000 yuan ngokusekelwe esikalini. Ama-logics omkhiqizo ahlukene anamasu ahluke ngokuphelele.
IBMW inamayunithi angu-765 000, iMercedes-Benz inamayunithi angu-743 000, kanti i-Audi inamayunithi angu-640,000. Lezi zintathu eziphezulu zizinzile ikakhulukazi.Okulandelayo yi-441,000 kaTesla. Kuyisinqumo uTesla okudingeka akwenze e-China ukuze agcine umkhawulo wenzuzo uma kuqhathaniswa ne-BBA noma isabelo semakethe.Okulandelayo yi-echelon ka-100,000 kuya ku-200,000, kusukela ku-Cadillac, Lexus, Volvo, Ideal kanye ne-Weilai Automobile, i-Porsche nayo inesilinganiso esicishe sibe ngu-100,000.
Yiqiniso, intengo ephezulu yezimoto zokunethezeka idinga isisekelo sobuchwepheshe kanye nokuthile okusekela umkhiqizo. Kulokhu, ukuqongelela isikhathi eside kuyadingeka, futhi kuyindaba eyiqiniso.
▲Umdwebo 3. Isabelo semakethekwebrand okunethezeka
Ngokombono we-logic yezimoto zamandla amasha, noma ngabe leli gagasi libanjiwe noma lingabanjwa lihluke ngokuphelele ekuthuthukisweni kwamabhizinisi.Kuyathakazelisa ukuthi indawo yokugcina ku-TOP20 yi-Roewe. Ukugxila kwezimoto ezintsha ezinamandla kuphezulu kakhulu kunalokho ebesikucabanga. Inkinga enkulu ukuthi akulula ukwenza imali.
▲Umfanekiso 4.Isimo sezimoto ezintsha zamandla ngo-2022
Kuyo yonke imakethe yezimoto zamandla amasha eziyizigidi ezi-5.23, isabelo semakethe ye-BYD sesifinyelele ku-30%, okungaphezulu kakhulu kwesabelo semakethe esingu-10.8% sohlobo lweVolkswagen kuyo yonke imakethe yezimoto zabagibeli.
▲Umfanekiso 5.Ukugxilwa kwezimoto ezintsha zamandla
Ngicabanga ukuthi ngabe leli gagasi lezimoto ezihlanzekile zikagesinoma uye wabamba lo mkhuba-ukwenyuka kwamanani kawoyela kanye nokuqinisekiswa kokuthembeka komkhiqizo eminyakeni embalwa edlule kuholele ekushintsheni okusheshayo kwemikhuba yokusetshenziswa.Amathuba ahlale egcinelwe ukulungiswa.
▲Umfanekiso 6.Ukusebenza kwezinhlobo zezimoto zamandla amasha
Ingxenye 2
I-Tesla ne-BYD
Uma sibheka idatha kaTesla, ukwehla okusheshayo ngoDisemba kwasimangaza.Umfutho weModel Y ungenxa yakho kokubili isici sokunciphisa intengo kanye nephuli yoku-oda kwangaphambi kwesikhathi. Ngempela sikubonile ukukhetha okunengqondo kwabathengi kuTesla. Wonke umuntu waqala ukuthenga uTesla futhi kancane kancane wayeka ukuyithenga.
Ukuphawula: Ngithole izindaba zokuncishiswa kwentengo kaTesla kulo lonke uchungechunge ekuseni namhlanje, futhi impendulo kaTesla kudatha yemakethe isashesha kakhulu.
▲Umfanekiso 7.Ukuvilapha okungazelelwe kukaTesla ngekota yesine
Ukubheka yonke idatha nale grafu yomfula, icacile kakhulu. Ukususa isidingo sokuthunyelwa kwempahla kwamanye amazwe, isimo sayo yonke i-Tesla ku-Q4 isenza sibe nomqondo othe xaxa mayelana namathemba ka-2023.
▲Umfanekiso 8.Ukubuyekezwa okuphelele kokulethwa kweviki kukaTesla ngo-2022
Mayelana negebe phakathi kukaTesla ne-BYD, ngizochitha isikhathi ngenza ividiyo ukuze ngicabange futhi ngixoxe ngezinguquko kuyo yonke indawo yemakethe.Ngokwami, ngicabanga ukuthi umehluko omkhulu umehluko ku-matrix yomkhiqizo kokubili.
Uma kuthiwa izimoto zikagesi zikaTesla ezihlanzekile zizosekelwa izibusiso ezahlukahlukene ngo-2021, isu le-BYD ngo-2022 lizokwehlisa intengo enkulu yezimoto zikagesi ezihlanzekile, bese lisebenzisa uchungechunge lwe-DM-i ukubamba imakethe yezimoto zikaphethiloli, sibala. kuModel 3 kanye neModel Kuyisinqumo esingalungile sikaTeslabambaingxenye yemakethe yezimoto zikaphethiloli(izimoto zikanokusho) ebangeni lamanje lentengo ephezulu.Ake sixoxe kabanzi ngalesi sihloko.
▲Umfanekiso 9.Umehluko phakathi kwe-Tesla ne-BYD
Isifinyezo: Lena inguqulo yangaphambilini. Muva nje, ngizama ukucabanga ngezinguquko ekuthuthukisweni kwemakethe yezimoto yaseShayina esikhathini esisuka ku-2023 kuya ku-2025, futhi yiziphi izici ezizothinta umkhuba. Kudinga umzamo omkhulu ukucabanga ngokucacile.
Isikhathi sokuthumela: Jan-07-2023