Vanoongorora fungidziro yekupetwa kwemari inowanikwa kumashure kweiyo 37 muzana yekuwedzera kwekutengesa kwakazara kwemagetsi akachena uye plug-in hybrid mota muhafu yekutanga kubva gore rapfuura.
Vatengi vainge vambomira kutenga mota vachitarisira kuzodzikiswa vakatanga kudzoka pakati paMay, vachinzwa kupera kwehondo yemitengo.
Maniya evatengi veChinese emotokari dzemagetsi akafambisa masheya evagadziri vemotokari mumusangano wemwedzi miviri uyo wakaona vamwe vacho vachikosha zvakapetwa kaviri, zvichidzika bhenji remusika we7.2 muzana.
Xpeng yakatungamira rally nekuwedzera 141 muzana muzvikamu zvayo zveHong Kong-dzakanyorwa mumwedzi miviri yadarika.Nio yakasvetuka 109 muzana uye Li Auto yakakwira 58 muzana panguva iyoyo.Kuita kwevatatu ava kwakapfuura kuwana makumi matatu nenhatu muzana muzana muOrient Overseas International, mutambi wepamusoro pamutengo weguta panguva iyi.
Uye kupenga uku hakugone kupera nekukurumidza sezvo kutengesa kuri kuwedzera kuri kufanotaura kuenderera mberi kwegore rose.UBS inofanotaura kuti kutengesa kweEV muhupfumi hwechipiri-hukuru hwepasirese kungangopetwa kaviri kubva panguva yaNdira kusvika munaChikumi kusvika pamamiriyoni mashanu nemazana manomwe ezviuru mumwedzi mitanhatu yasara yegore.
Musangano wemasheya unosimbisa tarisiro yevanodyara mari yekuti vagadziri veEV vekuChina vachakunda hondo yemitengo inotyisa uye kukura kwekutengesa kuchaenderera mberi.Kufembera kweUBS kwemari yakapetwa kaviri kunouya kumashure kwekuwedzera kwe37 muzana kwekutengesa kwakazara kwemagetsi akachena uye eplug-in hybrid mota muhafu yekutanga kubva gore rapfuura.
"Nekudonha kwemitengo yelithium uye zvimwe zvinhu zvinodhura zvakare, mitengo yeEV ikozvino yakaenzana neyemotokari dzine simba remafuta, uye izvo zvakavhura musuwo wekupinda kuti uwedzere mukufamba kwenguva," akadaro Huang Ling, muongorori wepamhepo. Huachuang Securities."Maonero eindasitiri acharamba akatsiga uye kukura kucharamba kuri pakati kusvika padanho repamusoro muna 2023."
Iwo matatu akanyoreswa rekodhi rekodhi muna Chikunguru, mwedzi wekunze-mwaka nekuda kwekupisa kwekunze.Kuburitswa kwaNio EV kwakakwira 104 muzana kubva pagore rapfuura kuenda kumakumi maviri nemazana mana nemakumi matanhatu emayunitsi uye Li Auto yakawedzera 228 muzana kusvika pamusoro pemakumi matatu nemakumi matatu.Nepo kutakura kwaXpeng kwainyanya kupfava pagore-pagore, ichiri kurekodha kuwedzera-pa-mwedzi kwekuwedzera kwe28 muzana.
Vatengi vainge vambomisa kutenga mota vachitarisira zvimwe zvidzikiso vakatanga kudzoka pakati paChivabvu, vachiona kupera kwehondo yemitengo yakashata uye vachinyengerwa nemhando nyowani dzemotokari dzine maficha akaita seanocheka-kumucheto anozvimiririra ekutyaira uye edhijitari cockpits.
Semuyenzaniso, Xpeng yazvino G9 sport-utility mota yava kukwanisa kuzvityaira mumaguta mana ekutanga eChina - Beijing, Shanghai, Guangzhou neShenzhen.Li Auto yakatanga kuyedza dhiraivha yeguta rayo navigate-on-autopilot system muBeijing mwedzi wapfuura, iyo inonzi inogona kubata emergency senge nzira yekutsauka uye jam.
"Nekukurumidza kukura kwemusika weChina EV uye kucherechedzwa kubva kune vepasi rose veOEMs (yekutanga vagadziri vemidziyo), tinoona tarisiro yemusika weChina EV, kusanganisira iyo yese yekutengesa," vanoongorora vanotungamirwa naFrank Fan kuNomura Holdings vakanyora mugwaro. chinyorwa muna Chikunguru, zvichireva kubvuma kweiyo musika inogona kubva kune makuru epasi rose."Tichifunga nezvekukurumidza kuchenjera kwemotokari mumusika weChina, tinotenda kuti vatambi ve-tier-1 vari kufambira mberi nemaitiro emusika."
Kukosheswa kwakatambanudzwa kwakashandiswa kuve chipingamupinyi chikuru chinobata kumashure EV stocks.Mushure mekudhonza kwegore rose, masheya adzoka pavatengesi 'radar skrini.Ivhareji yakawanda yeEV stocks ikozvino yadzika kusvika kune rimwe gore rakaderera re25 times mihoro, maererano ne Xiangcai Securities, ichitaura nezveWind Information data.Vatatu vevagadziri veEV vakarasikirwa pakati pe37 muzana uye 80 muzana yemutengo wemusika gore rapfuura.
EV stocks ichiri yakanaka proxy yekumutsidzira kushandiswa kweChina.Mushure mekupera kwekubatsira kwemari, Beijing yakawedzera mitero yekutenga mota dzemagetsi akachena gore rino.Hurumende dzemunharaunda dzakawanda dzakapa rubatsiro rwakasiyana-siyana kuti riite kuti vanhu vatenge, zvakadai serubatsiro rwekutengeserana, mari yekukurudzira, uye nhamba dzemahara.
Kukambani yekuUS yekutsvagisa Morningstar, matanho akawanda ekutsigira akaunzwa nehurumende kusimudzira musika wedzimba achatsigira kusimba kwekutengesa kweEV nekusimudzira kuvimba kwevatengi uye kugadzirisa hupfumi.
Gavhuna mutsva webhanga repakati reChina, Pan Gongsheng, akasangana nevamiriri vevagadziri veLongfor Group Holdings neCIFI Holdings svondo rapfuura kuti vatsigire mari yakawanda kumasangano akazvimirira.Zhengzhou, guta guru repakati pedunhu reHenan, rave guta rekutanga rechipiri kusimudza zvirambidzo zvekutengesa dzimba mupasuru yematanho ekurerutsa, fungidziro yekuti mamwe maguta makuru achatevera.
"Tinotarisira kuti kupora kuchaenderera mberi muchikamu chechipiri mushure mekurerutsira kweimwe nzira yekutonhodza midziyo muna Kukadzi 2023 kutsigira vanotanga kutenga dzimba," akadaro Vincent Sun, muongorori weMorningstar."Izvi zvinopa mukana wekusimudzira kuvimba kwevatengi uye kune yedu yekutengesa EV maonero."
Nguva yekutumira: Aug-08-2023
