Hasashen masu sharhi na ribanyawan kudaden shiga ya biyo bayan karuwar kashi 37 cikin 100 na yawan tallace-tallacen motoci masu amfani da wutar lantarki da na toshe a farkon rabin shekarar da ta gabata.
Masu siyayyar da suka jinkirta siyan mota da tsammanin samun ƙarin rangwame sun fara dawowa a tsakiyar watan Mayu, suna ganin kawo ƙarshen yaƙin farashin.
Manufar masu amfani da wutar lantarki ta kasar Sin ta yi sanadiyar manyan kamfanonin kera motoci a wani gangamin wata biyu da aka shafe tsawon watanni biyu ana yi, lamarin da ya sa darajar kasuwar ta ragu da kashi 7.2 cikin dari.
Xpeng ya jagoranci zanga-zangar tare da karuwar kashi 141 cikin 100 a hannun jarin Hong Kong a cikin watanni biyu da suka gabata.Nio ya tsallake kashi 109 cikin 100 kuma Li Auto ya samu ci gaba da kashi 58 cikin 100 a wannan lokacin.Ayyukan 'yan wasan uku sun zarce ribar kashi 33 cikin 100 a Orient Overseas International, wanda ya fi yin fice a ma'auni na hannun jarin birnin a lokacin.
Kuma wannan tashin hankali ba shi yiwuwa ya ƙare nan ba da jimawa ba yayin da ake hasashen karuwar tallace-tallacen zai ci gaba har zuwa ƙarshen shekara.UBS ya annabta cewa tallace-tallace na EV a cikin mafi girman tattalin arziki na biyu a duniya tabbas zai ninka daga lokacin Janairu zuwa Yuni zuwa raka'a miliyan 5.7 a cikin sauran watanni shida na shekara.
Taro na hannun jari ya nuna kyakkyawan fata ga masu zuba jari cewa masu yin EV na kasar Sin za su shawo kan yakin farashin farashi kuma karuwar tallace-tallace za ta ci gaba.Hasashen UBS na ribanyawan kudaden shiga ya zo ne a bayan karuwar kashi 37 cikin 100 na yawan siyar da manyan motocin lantarki masu amfani da wutar lantarki a farkon rabin shekarar da ta gabata.
"Tare da faduwar farashin lithium da sauran farashin kayan aiki kuma, farashin EV yanzu ya yi daidai da na motoci masu amfani da mai, kuma hakan ya bude kofa ga shigar shigar da kara a cikin dogon lokaci," in ji Huang Ling, wani manazarci a kamfanin. Huachuang Securities."Halin masana'antu zai kasance mai juriya kuma yawan ci gaban zai kasance a tsakiyar zuwa babban matakin a 2023."
Mutanen ukun sun yi rajistar tallace-tallacen rikodi a watan Yuli, watan da ba a yi lokaci ba saboda yanayin zafi.Isar da kayayyaki na Nio's EV ya tashi da kashi 104 cikin ɗari daga shekara guda da ta gabata zuwa raka'a 20,462 kuma Li Auto ya haura kashi 228 cikin ɗari zuwa sama da 30,000.Yayin da isar da kayayyaki na Xpeng ke da yawa a kan kowace shekara, har yanzu ya sami karuwa a kowane wata da kashi 28 cikin ɗari.
Masu cin kasuwa waɗanda suka jinkirta siyan mota don tsammanin ƙarin rangwame sun fara dawowa a tsakiyar watan Mayu, suna ganin ƙarshen yaƙin farashin da suka ruɗe da sababbin ƙirar mota tare da fasali kamar tsarin tuki masu cin gashin kansu da kuma kukpitoci na dijital.
Misali, sabuwar motar motsa jiki ta Xpeng ta G9 yanzu tana iya tuka kanta a birane hudu na farko na kasar Sin - Beijing, Shanghai, Guangzhou da Shenzhen.Li Auto ta kaddamar da gwajin gwajin na'urar zirga-zirgar motoci ta birnin Beijing a watan da ya gabata, wanda aka bayar da rahoton cewa zai iya magance matsalolin gaggawa kamar karkatar da hanya da cunkoson ababen hawa.
"Tare da saurin bunkasuwar kasuwancin EV na kasar Sin da kuma karramawa daga OEMs na duniya (masu kera kayan aiki na asali), muna ganin kyakkyawan ra'ayi ga duk kasuwar EV na kasar Sin, gami da dukkan sassan samar da kayayyaki," in ji manazarta Frank Fan a Nomura Holdings. bayanin kula a watan Yuli, yana nufin amincewa da yuwuwar kasuwa daga manyan manyan duniya."La'akari da saurin fahimtar abubuwan hawa a cikin kasuwar Sin, mun yi imanin 'yan wasan matakin-1 suna ci gaba da ci gaba tare da yanayin kasuwa."
Ƙimar da aka miƙe da aka yi amfani da su don zama babban cikas mai riƙe hannun jari na EV.Bayan ja da baya na tsawon shekara guda, hannun jarin sun dawo kan allon radar yan kasuwa.Matsakaicin ma'auni na hannun jari na EV yanzu ya ragu zuwa ƙarancin shekara guda na samun kuɗi sau 25, a cewar Xiangcai Securities, yana ambaton bayanan bayanan iska.Su uku na masu yin EV sun yi asarar tsakanin kashi 37 zuwa kashi 80 na darajar kasuwa a bara.
Hannun jari na EV har yanzu wakili ne mai kyau don farfaɗowar amfani da China.Bayan karewar fa'idar tallafin kudi, Beijing ta tsawaita harajin sayayya ga motoci masu tsaftar makamashi a bana.Yawancin ƙananan hukumomi sun ba da tallafi daban-daban don haɓaka sayayya, kamar tallafin ciniki, tallafin kuɗi, da lambar lambar kyauta.
Ga kamfanin bincike na Amurka Morningstar, ɗimbin matakan tallafi da gwamnati ta gabatar don haɓaka kasuwar gidaje za su ci gaba da jurewar siyar da EV ta hanyar haɓaka kwarin gwiwar masu amfani da haɓaka tasirin arziki.
Sabon gwamnan babban bankin kasar Sin Pan Gongsheng ya gana da wakilai daga kamfanonin raya Longfor Group Holdings da CIFI Holdings a makon da ya gabata, don yin alkawarin karin tallafin kudade ga kamfanoni masu zaman kansu.Zhengzhou, babban birnin lardin Henan na tsakiyar kasar, ya zama birni na biyu na farko da ya dauke takunkumin sake sayar da gida a cikin wani kunshin matakan sassautawa, wanda ke haifar da hasashen cewa sauran manyan biranen za su biyo baya.
"Muna sa ran murmurewa zai ci gaba zuwa kashi na biyu a bayan sauƙaƙan wasu matakan kwantar da hankali a cikin Fabrairu 2023 don tallafawa masu sayan gida na farko," in ji Vincent Sun, wani manazarci a Morningstar."Wannan yana da kyau don haɓaka amincewar mabukaci da hangen nesa na tallace-tallace na EV."
Lokacin aikawa: Agusta-08-2023
