·Masu yin EV sun ba da matsakaicin rangwame kashi 6 cikin 100 a cikin Yuli, ƙaramin yanke fiye da lokacin yaƙin farashi a farkon shekara, in ji mai bincike.
·Wani manazarci ya ce "Rashin ribar riba zai sa ya zama da wahala ga mafi yawan kamfanonin EV na kasar Sin su magance asara da kuma samun kudi."
A cikin gasa mai ban tsoro, Sinawaabin hawa lantarki (EV)Masu kera sun ƙaddamar da wani zagaye na rage farashin don jawo hankalin masu siye yayin da suke bin manyan manufofin tallace-tallace don 2023. Duk da haka, raguwa na iya zama na ƙarshe na ɗan lokaci kamar yadda tallace-tallace ya riga ya yi ƙarfi kuma ragi ya yi bakin ciki, a cewar manazarta.
A cewar Binciken AceCamp, masu yin EV na kasar Sin sun ba da matsakaicin ragi na kashi 6 cikin 100 a watan Yuli.
Duk da haka, kamfanin binciken ya yi watsi da ƙarin raguwar farashin saboda alkaluman tallace-tallace sun riga sun yi yawa.Rage farashin watan Yuli ya zama ƙasa da rangwamen da aka bayar a farkon kwata na farkon shekara, saboda dabarun farashi mai rahusa ya riga ya haifar da isar da kayayyaki cikin hanzarin haɓaka wutar lantarki a kan manyan hanyoyin ƙasar, a cewar manazarta da dillalai.
Tallace-tallacen EVs masu tsaftar wutar lantarki da plug-in matasan sun karu da kashi 30.7 cikin 100 a shekara a watan Yuli zuwa 737,000, a cewar kungiyar motocin fasinja ta kasar Sin (CPCA).Manyan kamfanoni kamarBYD,NiokumaLi Autosake rubuta bayanan tallace-tallacen su na wata-wata a cikin Yuli a cikin sayayyar EV
Zhao Zhen, darektan tallace-tallace da dillalan kamfanin Wan Zhuo Auto na Shanghai ya ce "Wasu masu kera motoci masu amfani da wutar lantarki suna amfani da dabarar farashi mai rahusa don karfafa tallace-tallace saboda rangwamen da aka yi na sa kayayyakinsu su kayatar ga masu amfani da kasafin kudi."
A lokaci guda, ƙarin raguwa yana kama da ba dole ba saboda mutane sun riga sun saya."Abokan ciniki ba sa jinkirin yanke shawarar siyan su muddin suna jin rangwamen yana cikin tsammaninsu," in ji Zhao.
Yaƙin farashin mai a tsakanin masu ginin EV da masu kera motocin mai a farkon wannan shekarar ya gaza haɓaka tallace-tallace, yayin da abokan ciniki suka zauna a cikin cinikin bonanza da fatan cewa hatta rangwamen da aka samu a kan hanya, duk da cewa wasu samfuran motoci sun rage farashin har zuwa 40. kashi dari.
Zhao ya kiyasta cewa masu yin EV sun ba da matsakaicin ragi tsakanin kashi 10 zuwa 15 don haɓaka isar da kayayyaki tsakanin Janairu da Afrilu.
Masu sayan motoci sun yanke shawarar shiga kasuwa a tsakiyar watan Mayu yayin da suke jin yakin farashin ya kare, in ji Citic Securities a lokacin.
"Rashin ribar riba [bayan an rage farashin] zai sa ya zama da wahala ga yawancin farawar EV na kasar Sin don magance asara da samun kudi," in ji David Zhang, farfesa mai ziyara a Kwalejin Kimiyya da Fasaha ta Huanghe."Wani sabon zagaye na yaƙin farashi mai raɗaɗi ba zai iya sake tasowa a wannan shekara ba."
A tsakiyar watan Agusta,Teslarage farashin motocinsa na Model Y, wanda aka yi a cikinsaShanghai Gigafactory, da kashi 4 cikin 100, raguwar sa ta farko cikin watanni bakwai, yayin da kamfanin na Amurka ke fafutukar ci gaba da rike kaso mafi tsoka na kasuwa a kasuwar EV mafi girma a duniya.
A ranar 24 ga Agusta,Kudin hannun jari Geely Automobile HoldingsKamfanin kera motoci mafi girma na kasar Sin mai zaman kansa, ya bayyana a cikin rahotonsa na farko na samun kudin shiga cewa, yana sa ran samar da raka'a 140,000 na samfurin mota mai amfani da wutar lantarki ta Zeekr a bana, wanda kusan ya ninka na bara ya kai 71,941, ta hanyar dabarun farashi mai rahusa, makonni biyu bayan haka. Kamfanin ya ba da rangwamen kashi 10 na Zeekr 001 sedan.
A ranar 4 ga Satumba, kamfani na Volkswagen tare da kungiyar FAW mai tushen Changchun, ya rage farashin ID na matakin shiga.4 Crozz da kashi 25 cikin 100 zuwa yuan 145,900 (US $19,871) daga yuan 193,900 a baya.
Matakin ya biyo bayan nasarar da VW ta samu a watan Yuli, lokacin da aka rage kashi 16 cikin 100 na farashin ID nata.3 duk wani hatchback mai amfani da wutar lantarki - wanda SAIC-VW, sauran kamfanonin Sinawa na kasar Jamus suka yi, tare da kamfanin kera motoci na Shanghai SAIC Motor - ya tuka da kashi 305 cikin 100. cent ya karu a tallace-tallace zuwa raka'a 7,378, idan aka kwatanta da wata daya a baya.
"Muna sa ran gagarumin ci gaba ga ID.4 Crozz don ƙarfafa girman tallace-tallace na gajeren lokaci daga Satumba," in ji Kelvin Lau, wani manazarci tare da Daiwa Capital Markets a cikin bayanin bincike a farkon wannan watan."Duk da haka, muna yin taka tsantsan game da tasirin yuwuwar yakin farashin farashi a cikin kasuwannin sabbin makamashi-motoci, la'akari da lokacin kololuwa na zuwa, da kuma yiwuwar matsa lamba ga masu siyar da sassan motoci na sama - mummunan ra'ayin kasuwa. don sunaye masu alaƙa da auto."
Kamfanonin EV na kasar Sin sun isar da jimillar raka'a miliyan 4.28 a cikin watanni bakwai na farkon shekarar 2023, wanda ya karu da kashi 41.2 cikin 100 idan aka kwatanta da na shekarar da ta gabata, a cewar CPCA.
Siyar da EV a China na iya tashi da kashi 55 cikin ɗari a wannan shekara zuwa raka'a miliyan 8.8, manazarcin UBS Paul Gong ya yi hasashen a watan Afrilu.Daga watan Agusta zuwa Disamba, masu yin EV za su ba da fiye da raka'a miliyan 4.5, ko kashi 70 na ƙarin motoci, don cimma burin tallace-tallace.
Lokacin aikawa: Satumba-12-2023
