Isibikezelo sabahlaziyi semali engenayo ephindeka kabili iqhamuka ngemuva kokwenyuka ngamaphesenti angama-37 ekuthengisweni okuphelele kwezimoto ezixube kagesi kanye ne-plug-in hybrid engxenyeni yokuqala kusukela onyakeni odlule.
Abathengi abebehlehlise ukuthengwa kwezimoto belindele ezinye izaphulelo baqale ukubuya maphakathi noMeyi, bezwa ukuphela kwempi yamanani entengo.
Isiphithiphithi sabathengi baseShayina sezimoto zikagesi senyuse isitokwe sabakhiqizi bezimoto abahamba phambili embuthanweni wezinyanga ezimbili obone abanye babo benenani eliphindwe kabili, okwenza kube kancane inzuzo yemakethe ngamaphesenti angu-7.2.
U-Xpeng uhole lo mhlangano ngokunyuka ngamaphesenti angu-141 kumasheya akhe asohlwini lwaseHong Kong ezinyangeni ezimbili ezedlule.U-Nio weqe ngamaphesenti angu-109 kanti i-Li Auto ithuthuke ngamaphesenti angu-58 ngaleso sikhathi.Ukusebenza kwalaba abathathu kudlule inzuzo engamaphesenti angama-33 e-Orient Overseas International, eyenze kahle kakhulu esilinganisweni sesitoko sedolobha ngaleso sikhathi.
Futhi lesi siphithiphithi mancane amathuba okuba siphele maduze njengoba ukuthengiswa okudlondlobalayo kubikezelwa ukuthi kuzoqhubeka kuze kuphele unyaka.I-UBS ibikezela ukuthi ukuthengiswa kwe-EV emnothweni wesibili ngobukhulu emhlabeni cishe kuzophindeka kabili kusukela esikhathini sikaJanuwari kuya kuJuni kuya kumayunithi ayizigidi ezingu-5.7 ezinyangeni eziyisithupha ezisele zonyaka.
Umhlangano wamasheya ugcizelela ithemba labatshalizimali lokuthi abenzi be-EV base-China bazobhekana nempi enzima yamanani futhi ukukhula kokuthengisa kuzoqhubeka.Isibikezelo se-UBS semali engenayo ephindwe kabili siza ngemuva kokukhuphuka ngamaphesenti angama-37 ekuthengisweni okuphelele kwezimoto ezixubene kagesi nezixhunyiwe engxenyeni yokuqala kusukela onyakeni odlule.
"Njengoba amanani entengo e-lithium ehla kanye nezinye izindleko zempahla ziyancipha, amanani e-EV manje aselingana nalawo ezimoto ezinamandla kawoyela, futhi lokho kuye kwavula umnyango wokuthi ukungena kukhuphuke ngokuhamba kwesikhathi," kusho uHuang Ling, umhlaziyi we-EV. I-Huachuang Securities."Izimboni zizohlala ziqinile futhi izinga lokukhula lizohlala lisezingeni eliphakathi liye phezulu ngo-2023."
Laba abathathu babhalise ukuthengiswa kwamarekhodi ngoJulayi, okuyinyanga yesizini engasebenzi ngenxa yesimo sezulu esishisayo.Ukulethwa kwe-Nio's EV kweqe ngamaphesenti angu-104 ukusuka onyakeni odlule kuya kumayunithi angama-20,462 kwathi i-Li Auto yenyuka ngamaphesenti angama-228 yaya ngaphezu kuka-30,000.Ngenkathi ukulethwa kwe-Xpeng bekuyisicaba unyaka nonyaka, isaqopha ukwenyuka kwenyanga nenyanga ngamaphesenti angama-28.
Abathengi abebehlehlise ukuthengwa kwezimoto belindele ezinye izaphulelo baqale ukubuya maphakathi no-Meyi, bezwa ukuphela kwempi yentengo embi futhi beyengwa amamodeli ezimoto amasha anezici ezifana nezinhlelo zokushayela ezizimele kanye nama-cockpit edijithali.
Isibonelo, imoto yakamuva ye-G9 yezemidlalo yakwa-Xpeng isiyakwazi ukuzishayela emadolobheni amane ase-China asezingeni lokuqala - i-Beijing, i-Shanghai, i-Guangzhou ne-Shenzhen.I-Li Auto iqale uhlelo lokuhlola idolobha layo lokuzulazula-on-autopilot e-Beijing ngenyanga edlule, okubikwa ukuthi ingakwazi ukubhekana nezimo eziphuthumayo njengokuphambukiswa komzila kanye nesiminyaminya.
"Ngemakethe ethuthuka ngokushesha yaseChina EV kanye nokuqashelwa okuvela kuma-OEMs omhlaba (abakhiqizi bokuqala bemishini), sibona umbono othembisayo kuyo yonke imakethe yase-China EV, okuhlanganisa lonke uchungechunge lokuhlinzeka," abahlaziyi abaholwa nguFrank Fan kwaNomura Holdings babhale encwadini. inothi ngoJulayi, ebhekisele ekwamukelweni kwamandla emakethe avela kwabaphambili bomhlaba."Uma sibheka ukuthambekela kobuhlakani bezimoto emakethe yaseChina, sikholelwa ukuthi abadlali be-tier-1 baqhubekela phambili ngokuhambisana nemakethe."
Ukulinganisa okweluliwe bekuvame ukuba yisithiyo esikhulu esibambezela emuva izitoko ze-EV.Ngemuva kokudonsela emuva unyaka wonke, amasheya abuyele emuva ezikrinini ze-radar zabadayisi.Isilinganiso sokuphindaphinda esitokweni se-EV manje sehle safinyelela emalini ephansi yonyaka owodwa izikhathi ezingama-25, ngokusho kwe-Xiangcai Securities, ecaphuna idatha Yolwazi Lomoya.Abathathu babenzi be-EV balahlekelwe phakathi kwamaphesenti angama-37 namaphesenti angama-80 yenani lemakethe ngonyaka odlule.
Izitoko ze-EV zisengummeleli omuhle wokuvuselela ukusetshenziswa kwe-China.Ngemuva kokuphelelwa yisikhathi kwenzuzo yoxhaso lwemali, i-Beijing yelule izinxephezelo zentela zokuthengwa kwezimoto zamandla ahlanzekile kulo nyaka.Ohulumeni abaningi basekhaya baye banikeza uxhaso oluhlukahlukene ukuze kukhuthazwe ukuthengwa, njengemixhaso yokuhwebelana, izinxephezelo zemali, nezinombolo zamahhala.
Enkampanini yocwaningo yase-US i-Morningstar, inqwaba yezinyathelo ezisekelayo ezethulwe uhulumeni ukuze kuqiniswe imakethe yezindlu kuzosimamisa ukuqina kokuthengiswa kwe-EV ngokukhuphula ukuzethemba kwabathengi kanye nokwenza ngcono umphumela womcebo.
Umbusi omusha webhange elikhulu lase-China u-Pan Gongsheng uhlangane nabamele abathuthukisi i-Longfor Group Holdings kanye ne-CIFI Holdings ngesonto eledlule ukuze athembise ukwesekwa ngezimali okwengeziwe kwezinkampani ezizimele.IZhengzhou, inhloko-dolobha yesifundazwe esimaphakathi nesifundazwe saseHenan, isibe yidolobha lokuqala lesibili ukwephula imingcele yokuthengiswa kabusha kwezindlu ngephakeji lezindlela zokunciphisa, okubhebhethekisa ukuqagela okuzolandelwa amanye amadolobha amakhulu.
"Silindele ukuthi ukululama kuqhubeke kwikota yesibili ngemuva kokwelula ezinye izindlela zokupholisa izakhiwo ngoFebhuwari 2023 ukuze kusekelwe abathenga izindlu okokuqala ngqa," kusho uVincent Sun, umhlaziyi weMorningstar."Lokhu kukhombisa ukuthi kuzothuthukisa ukuzethemba kwabathengi kanye nombono wethu wokuthengisa we-EV."
Isikhathi sokuthumela: Aug-08-2023
