Opanga ma EV aku China amawongolera mitengo kuti ikwaniritse zolinga zapamwamba zogulitsa, koma akatswiri akuti kudulidwaku kutha posachedwa.

·Opanga ma EV adapereka kuchotsera kwapakati pa 6 peresenti mu Julayi, kutsika pang'ono kuposa pankhondo yamitengo koyambirira kwa chaka, wofufuza akutero.

·'Kuchepa kwa phindu kumapangitsa kuti zikhale zovuta kwa ambiri oyambitsa ma EV aku China kuti athetse kutayika ndikupeza ndalama,' akutero katswiri.

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Pakati pa mpikisano wovuta, Chinesegalimoto yamagetsi (EV)opanga adayambitsanso kutsika kwina kwamitengo kuti akope ogula pamene akuthamangitsa zolinga zapamwamba zamalonda za 2023. Komabe, zodulidwazo zikhoza kukhala zomalizira kwa kanthawi chifukwa malonda ali kale amphamvu ndipo malire ndi ochepa, malinga ndi akatswiri.

Malinga ndi Kafukufuku wa AceCamp, opanga ma EV aku China adapereka kuchotsera kwapakati pa 6 peresenti mu Julayi.

Komabe, kampani yofufuzayo idanenanso zochepetsera mitengo chifukwa ziwerengero zamalonda zayamba kale.Kutsika kwamitengo ya Julayi kunakhala kocheperako poyerekeza ndi kuchotsera komwe kunaperekedwa mchaka choyamba cha chaka, chifukwa njira yotsika mtengo yathandizira kale kubweretsa magalimoto pakati pa mayendedwe othamanga amagetsi m'misewu yakumtunda, malinga ndi akatswiri ndi ogulitsa.

Kugulitsa kwa ma EV osakanizidwa amagetsi ndi mapulagi osakanizidwa kunakwera 30.7 peresenti pachaka mu Julayi mpaka 737,000, malinga ndi China Passenger Car Association (CPCA).Makampani apamwamba ngatiBYD,NdiwondiLi Autoadalembanso zolemba zawo zapamwezi mwezi wa Julayi pakati pa kugula kwa EV

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"Ena opanga magalimoto amagetsi akugwiritsa ntchito njira yotsika mtengo kuti alimbikitse malonda chifukwa kuchotsera kumapangitsa kuti zinthu zawo ziziwoneka bwino kwa ogula omwe amasamala za bajeti," adatero Zhao Zhen, wotsogolera malonda ndi Wan Zhuo Auto wogulitsa ku Shanghai.

Nthawi yomweyo, kudula kwina kumawoneka ngati kosafunika chifukwa anthu akugula kale."Makasitomala samazengereza kupanga zosankha zawo zogula bola akuwona kuti kuchotsera kuli malinga ndi zomwe akuyembekezera," adatero Zhao.

Nkhondo yamtengo wapatali pakati pa omanga ma EV ndi opanga magalimoto a petulo koyambirira kwa chaka chino idalephera kugulitsa malonda, pomwe makasitomala adakambirana za bonanza ndi chiyembekezo kuti kuchotsera kwakukulu kuli m'njira, ngakhale magalimoto ena adatsitsa mitengo mpaka 40. peresenti.

Zhao akuti opanga ma EV apereka kuchotsera pakati pa 10 ndi 15 peresenti kuti athandizire kubweretsa zinthu pakati pa Januware ndi Epulo.

Ogula magalimoto adaganiza zolowa mumsika pakati pa mwezi wa May pamene adawona kuti nkhondo yamtengo wapatali yatha, Citic Securities adanena panthawiyo.

"Kuchepa kwa phindu [pambuyo pa kutsika kwa mitengo] kumapangitsa kuti zikhale zovuta kuti oyambitsa ambiri aku China a EV achepetse kutayika ndikupeza ndalama," adatero David Zhang, pulofesa woyendera ku Huanghe Science and Technology College."Kuzungulira kwatsopano kwa nkhondo yamtengo wapatali sikungachitikenso chaka chino."

Mkatikati mwa Ogasiti,Teslaadachepetsa mitengo yamagalimoto ake a Model Y, opangidwa panthawi yakeShanghai Gigafactory, ndi 4 peresenti, kuchepetsedwa kwake koyamba m'miyezi isanu ndi iwiri, pamene kampani ya US ikumenyera kusunga gawo lake lalikulu pamsika waukulu kwambiri padziko lonse wa EV.

Pa Ogasiti 24,Malingaliro a kampani Geely Automobile Holdings, wopanga magalimoto wamkulu kwambiri ku China, adati mu lipoti lake loyamba lazopeza kuti akuyembekezeka kupereka mayunitsi 140,000 amtundu wamagalimoto amagetsi a Zeekr premium chaka chino, pafupifupi kuwirikiza kawiri chaka chatha cha 71,941, pogwiritsa ntchito njira yotsika mtengo, milungu iwiri pambuyo pake. kampaniyo idapereka kuchotsera kwa 10 peresenti pa Zeekr 001 sedan.

Pa Seputembara 4, ntchito ya Volkswagen ndi Gulu la FAW lochokera ku Changchun, idatsitsa mtengo wa ID.4 Crozz ndi 25 peresenti kufika pa 145,900 yuan (US$19,871) kuchokera pa 193,900 yuan m'mbuyomu.

Kusunthaku kunatsatira kupambana kwa VW mu July, pamene mtengo wa 16 peresenti unadulidwa pa ID.3 hatchback yamagetsi yonse - yopangidwa ndi SAIC-VW, kampani ina ya ku China ya kampani ya ku Germany, ndi wopanga magalimoto ku Shanghai SAIC Motor - adayendetsa 305 pa. kuchuluka kwa malonda kufika pa mayunitsi 7,378, poyerekeza ndi mwezi wapitawo.

"Tikuyembekeza kukwezedwa kwakukulu kwa ID.4 Crozz kulimbikitsa malonda a nthawi yochepa kuyambira September," Kelvin Lau, katswiri wa Daiwa Capital Markets adanena m'mabuku ofufuza kumayambiriro kwa mwezi uno."Komabe, tikusamala zomwe zingachitike chifukwa cha nkhondo yamtengo wapatali yomwe ingakhale ikukulirakulira pamsika wamagalimoto amagetsi atsopano, poganizira kuti nyengo yamkuntho ikubwera, komanso kukakamizidwa kwa malire kwa ogulitsa zida zamoto - zomwe sizingagwirizane ndi msika. kwa mayina okhudzana ndi auto."

Opanga ma EV aku China adapereka mayunitsi okwana 4.28 miliyoni m'miyezi isanu ndi iwiri yoyambirira ya 2023, kukwera ndi 41.2 peresenti kuchokera nthawi yomweyi chaka chapitacho, malinga ndi CPCA.

Zogulitsa za EV ku China zitha kukwera 55 peresenti chaka chino mpaka mayunitsi 8.8 miliyoni, katswiri wa UBS Paul Gong adaneneratu mu Epulo.Kuyambira mu Ogasiti mpaka Disembala, opanga ma EV amayenera kupereka mayunitsi opitilira 4.5 miliyoni, kapena magalimoto ochulukirapo 70%, kuti akwaniritse zomwe akufuna.


Nthawi yotumiza: Sep-12-2023

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