Ofufuza akuneneratu za ndalama zowirikiza kawiri amabwera chifukwa chakuwonjezeka kwa 37 peresenti kwa magalimoto onse amagetsi amagetsi ndi ma plug-in hybrid mu theka loyamba kuyambira chaka chapitacho.
Makasitomala omwe adayimitsa kugula magalimoto poyembekezera kuchotsera kwina adayamba kubwerera mkatikati mwa Meyi, akuwona kuti kutha kwa nkhondo yamitengo.
Kuthamangitsidwa kwa ogula aku China pamagalimoto amagetsi kwachititsa kuti ogulitsa azitsogola pamisonkhano yamiyezi iwiri yomwe ena awona kuti mtengo wake uwirikiza kawiri, ndikuchepetsa phindu la msika la 7.2%.
Xpeng adatsogolera msonkhanowu ndi kuchuluka kwa 141% pamagawo ake omwe adalembedwa ku Hong Kong m'miyezi iwiri yapitayi.Nio adalumpha 109 peresenti ndipo Li Auto yapita patsogolo 58 peresenti panthawiyo.Kuchita kwa atatuwa kwaposa phindu la 33 peresenti ku Orient Overseas International, omwe adachita bwino kwambiri pamitengo yamzindawu panthawiyo.
Ndipo chipwirikitichi sichingathetsedwe posachedwa chifukwa malonda akuchulukirachulukira akuyembekezeka kupitilira chaka chonsecho.UBS ikuneneratu kuti malonda a EV mu chuma chachiwiri chachikulu padziko lonse lapansi mwina adzawirikiza kawiri kuyambira nthawi ya Januwale mpaka Juni mpaka mayunitsi miliyoni 5.7 m'miyezi isanu ndi umodzi yotsala ya chaka.
Msonkhano wa masheya ukutsimikizira chiyembekezo cha omwe amagulitsa ndalama kuti opanga ma EV aku China athana ndi nkhondo yoopsa yamitengo komanso kukula kwa malonda kupitilirabe.Kuneneratu kwa UBS kwa ndalama zowirikiza kawiri kumabwera kumbuyo kwa chiwonjezeko cha 37 peresenti pakugulitsa kwathunthu magalimoto amagetsi amagetsi ndi ma plug-in hybrid mu theka loyamba kuyambira chaka chapitacho.
"Ndi kutsika mitengo ya lithiamu ndi zina zakuthupi kuchepetsa kwambiri, EV mitengo tsopano ndi ofanana ndi magalimoto oyendetsedwa ndi mafuta, ndipo watsegula chitseko cha malowedwe kuchulukira pakapita nthawi," anati Huang Ling, katswiri pa. Zachitetezo cha Huachuang."Maganizo a mafakitale adzakhalabe olimba ndipo kukula kudzakhalabe pakati mpaka 2023."
Magulu atatu olembetsa amalembetsa mu Julayi, mwezi wopanda nyengo chifukwa chakutentha.Kutumiza kwa Nio's EV kudalumpha 104 peresenti kuyambira chaka chapitacho mpaka mayunitsi 20,462 ndipo Li Auto idakwera 228% kufika kupitilira 30,000.Ngakhale kutumiza kwa Xpeng kunali kosalala pachaka ndi chaka, adalembabe kuwonjezeka kwa mwezi ndi mwezi ndi 28 peresenti.
Makasitomala omwe adayimitsa kugula magalimoto poyembekezera kuchotsera kwina adayamba kubwerera mkati mwa Meyi, akuwona kutha kwa nkhondo yamtengo wapatali ndikukopeka ndi mitundu yatsopano yamagalimoto okhala ndi mawonekedwe ngati makina oyendetsa odziyimira pawokha komanso ma cockpits a digito.
Mwachitsanzo, galimoto yaposachedwa ya Xpeng ya G9 tsopano ikutha kudziyendetsa yokha m'mizinda inayi yoyambira ku China - Beijing, Shanghai, Guangzhou ndi Shenzhen.Li Auto idayambitsa kuyesa kwa mzinda wake wa navigate-on-autopilot system ku Beijing mwezi watha, womwe akuti utha kuthana ndi zovuta zadzidzidzi monga kupatuka kwanjira ndi kuchuluka kwa magalimoto.
"Ndi msika womwe ukukula mwachangu waku China EV komanso kuzindikirika ndi ma OEM padziko lonse lapansi (opanga zida zoyambira), tikuwona chiyembekezo chamsika wonse wa China EV, kuphatikiza zonse zogulitsira," ofufuza motsogozedwa ndi Frank Fan ku Nomura Holdings adalemba mu zindikirani mu Julayi, ponena za kuvomereza kuthekera kwa msika kuchokera ku zazikulu zapadziko lonse lapansi."Poganizira momwe magalimoto akuchulukira mwachangu pamsika waku China, tikukhulupirira kuti osewera a tier-1 akupita patsogolo ndi zomwe zikuchitika pamsika."
Kuwerengera kotambasulidwa kale kunali cholepheretsa chachikulu cholepheretsa ma EV masheya.Pambuyo pa kubweza kwa chaka chonse, masheya abwereranso pazithunzi za radar zamalonda.Pafupifupi kuchuluka kwa masheya a EV tsopano atsika mpaka chaka chimodzi chocheperako nthawi 25, malinga ndi Xiangcai Securities, kutchula data ya Wind Information.Atatu a opanga ma EV adataya pakati pa 37 peresenti ndi 80 peresenti yamtengo wamsika chaka chatha.
Masheya a EV akadali projekiti yabwino yotsitsimutsa ku China.Pambuyo pa kutha kwa phindu landalama, Beijing yawonjezera zolimbikitsa zamisonkho zogulira magalimoto opanda mphamvu chaka chino.Maboma ambiri a m’maderawa apereka ndalama zosiyanasiyana zothandizira anthu kuti ayambe kugula zinthu, monga ndalama zogulira zinthu, zolimbikitsa ndalama, ndi ma nambala aulere.
Kwa kampani yaku US yofufuza ya Morningstar, njira zingapo zothandizira zomwe boma lidakhazikitsa kuti lilimbikitse msika wanyumba zithandizira kulimba kwa malonda a EV polimbikitsa chidaliro cha ogula ndikuwongolera chuma.
Bwanamkubwa watsopano wa banki yapakati ku China, Pan Gongsheng, adakumana ndi oimira a Longfor Group Holdings ndi CIFI Holdings sabata yatha kuti alonjeze thandizo la ndalama zambiri kumakampani azidazi.Zhengzhou, likulu lachigawo chapakati cha Henan, wakhala mzinda woyamba wachiwiri kuchotsa ziletso zogulitsa nyumba ndi njira zochepetsera, zomwe zikuwonjezera malingaliro akuti mizinda ina yayikulu itsatira.
"Tikuyembekeza kuti kuchira kupitirire mu gawo lachiwiri kumbuyo kwa njira zoziziritsira nyumba mu February 2023 kuti zithandizire ogula nyumba koyamba," atero a Vincent Sun, wofufuza ku Morningstar."Izi zikuthandizira kulimbikitsa chidaliro cha ogula komanso kugulitsa kwathu kwa EV."
Nthawi yotumiza: Aug-08-2023
