Yese Capital yakasimudzwa yakapfuura bhiriyoni zana yuan, uye chinangwa chekutengesa chenyika chemamiriyoni matanhatu ezvikamu zvakatemerwa 2025 chatopfuura.
Anosvika gumi nemashanu ekutanga-anovimbisa EV ekutanga ane akasanganiswa epagore ekugadzira emamiriyoni gumi emayuniti akadonha kana kuendeswa kumucheto wekutadza kubhadhara.
Vincent Kong anovheyesa bhurasho rakapfava-bristles sezvaanobvisa huruva kubva paWM yake W6, anyemagetsi mutambo-utility motokariane kutenga kwaakademba kubva panguva iyo hupfumi hwemugadziri wemotokari hwakachinja.
“KanaWMkwaizovhara [nemhaka yokumanikidzirwa kwemari], ndaizomanikidzwa kutenga motokari itsva [yemagetsi] kutsiva W6 nokuti mabasa ekambani pashure pokutengesa aizomiswa,” akadaro mabharani weShanghai white-collar, uyo akashandisa anenge 200 000. yuan (US$27,782) paakatenga SUV makore maviri apfuura."Chinonyanya kukosha, zvingave zvinonyadzisa kutyaira motokari yakagadzirwa nemarara akakundikana."
Yakatangwa muna 2015 naFreeman Shen Hui, aimbova CEO weZhejiang Geely Holding Group, WM yakatarisana nematambudziko emari kubva muhafu yechipiri ya2022 uye yakatambura mukutanga kwaGunyana gore rino apo US $ 2 bhiriyoni reverse-yekubatanidza chibvumirano neHong Kong-yakanyorwa Apollo Smart Mobility yakadonha.
WM haisiriyo yega yega mumusika weChina inopisa EV, uko vanosvika mazana maviri vanogadzira mota vane marezinesi - kusanganisira vanounganidza peturu-guzzlers vari kunetseka kutamira kuEVs - vari kurwisa kuti vawane pekugara.Mumusika wemotokari umo 60 muzana yemotokari itsva ichange iine magetsi panosvika 2030, chete vaunganidzi vane homwe dzakadzika kwazvo, dzinoyevedza uye dzinowanzo gadziridzwa mhando, dzinotarisirwa kurarama.
Kubuda uku kuri kutyisidzira kushanduka kuita mafashama paine kanokwana gumi neshanu-yakavimbisa EV kutanga-ups pamwe neyakasanganiswa yegore yekugadzira emamiriyoni gumi mayuniti akadonha kana kuendeswa kumagumo ekutadza kubhadhara sezvo vatambi vakakura vakawana musika, vachisiya vakwikwidzi vadiki vakaita seWM kurwira zvikwapuro, maererano nekuverenga neChina Business News.
Muridzi weEV Kong akabvuma kuti 18,000 yuan (US$2,501) yehurumende yerubatsiro, kusabvisirwa mutero wekushandisa unogona kuchengetedza mari inodarika zviuru makumi maviri zvemayuan uye marezinesi emotokari emahara ayo aisanganisira 90,000 yuan mukuchengetedza, ndizvo zvikonzero zvakakosha zvesarudzo yake yekutenga.
Asi, maneja wepakati ane makore 42 nekambani yehurumende zvino anofunga kuti yakanga isiri sarudzo yekuchenjera sezvo angangofanira kushandisa mari kutsiva, dai kambani ikakundikana.
Shanghai-based WM Motor yaimbove iyo poster mwana weEV boom muChina seve venture capital uye private equity investimendi vakadurura inofungidzirwa mabhiriyoni makumi mana eyuan muchikamu pakati pa2016 na2022. China, inoverenga Baidu, Tencent, Hong Kong tycoon Richard Li's PCCW, Macau anonoka kubhejera mukuru Stanley Ho's Shun Tak Holdings uye yepamusoro-soro yekudyara femu Hongshan pakati pevakatanga kuita mari.
WM's yakundikana kumashure-musuwo rondedzero yakakuvadza kugona kwayo kwekutsvaga mari uye yakauya mushure memushandirapamwe wekudzikisa maripasi payo WM yakadzikisa mihoro yevashandi nehafu uye yakavhara 90 muzana yeShanghai-yakavakirwa showrooms.Nhepfenyuro dzemuno sebepanhau rehurumende reChina Business News, dzakashuma kuti WM yakanga yave pedyo nekubhuroka sezvo yaishaya mari yaidiwa kuchengetedza mashandiro ayo.
Zvakabva zvaburitswa pachena kuti Kaixin Auto aitengesa mota dzechipiri muUS aipinda semuchena zvichitevera chibvumirano chisina kuburitswa.
"WM Motor's fashoni tekinoroji chigadzirwa chinzvimbo uye chiratidzo chine mutambo wakanaka nezvinangwa zveKaixin zvekuvandudza," Lin Mingjun, sachigaro uye CEO weKaixin, vakadaro mukutaura mushure mekuzivisa hurongwa hwekutora WM."Kuburikidza nekutora kwakatarwa, WM Motor inowana mukana werutsigiro rwakawanda rwekusimudzira kusimudzira bhizinesi rayo rekufamba."
Zvinoenderana nekambani yekutanga kupa veruzhinji prospectus, yakakwidzwa kuHong Kong stock exchange muna 2022, WM yakatumira kurasikirwa kwe4.1 bhiriyoni yuan muna 2019 iyo yakawedzera 22 muzana kusvika 5.1 bhiriyoni yuan gore rakatevera uyezve kusvika 8.2 bhiriyoni yuan muna 2021 apo yayo mavhoriyamu ekutengesa akaderera.Gore rakapera, WM yakatengesa zvikamu zve30,000 chete mumusika uri kukura nokukurumidza, kuderera kwe33 per cent.
Makambani makuru emakambani, kubva kuWM Motor neAiways kusvika kuEnovate Motors neQiantu Motor, akatogadzira nzvimbo dzekugadzira munyika yose yeChina izvo zvinokwanisa kuburitsa mayunitsi 3.8 miriyoni pagore mushure mekunge mari yakakwira yadarika mabhiriyoni zana emayuan, sekureva. China Business News.
Chinangwa chekutengesa chenyika chemamiriyoni matanhatu emayuniti panosvika 2025, chakaiswa neBazi reMaindasitiri neRuzivo rweTekinoroji muna 2019, chakatopfuudzwa.Kuendeswa kwemotokari dzakachena dzemagetsi uye plug-in hybrid yekushandiswa kwevatyairi muChina zvinotarisirwa kusvetuka 55 muzana kusvika 8.8 miriyoni mayunitsi gore rino, muongorori weUBS Paul Gong akafanotaura muna Kubvumbi.
MaEV anofungidzirwa kuita chikamu chimwe muzvitatu chemotokari itsva dzekutengesa muChina muna 2023, asi izvo zvinogona kunge zvisina kukwana kuchengetedza mashandiro kune vazhinji vevagadziri veEV vanoburitsa mabhiriyoni padhizaini, kugadzira uye mutengo une chekuita nekutengesa.
"Mumusika weChinese, vagadziri veEV vazhinji vari kutumira kurasikirwa nekuda kwemakwikwi anotyisa," akadaro Gong."Vazhinji vavo vakataura mitengo ye lithium yakakwira [chinhu chakakosha chinoshandiswa mumabhatiri eEV] sechikonzero chikuru chekusaita purofiti, asi vanga vasingaite purofiti kunyangwe mitengo yelithium yakanga yakati sandara."
Iyo Shanghai Auto Show muna Kubvumbi yakaona WM, pamwe nemamwe mashanu anozivikanwa ekutanga-ups -Evergrande New Energy Auto, Qiantu Motor, Aiways, Enovate Motors neNiutron - kusvetuka chiitiko chemazuva gumi, chiitiko chikuru chemotokari munyika.
Vagadziri vemotokari ava vakavhara mafekitori avo kana kuti vakamira kutora maodha matsva, sezvo hondo yemitengo yakashata yakawedzera mumusika mukuru wemotokari neEV.
Mukupesana kukuru,Nio,XpenguyeLi Auto, maEV matatu epamusoro ekutanga eEV, akakwevera mhomho huru kuhoro dzavo dzakafukidza 3,000 square metres yenzvimbo yekuratidzira imwe neimwe, pasina mugadziri wemotokari weUS Tesla.
Vagadziri veEV vepamusoro muChina
"Musika weChinese EV une bar yakakwira," akadaro David Zhang, purofesa anoshanya kuHuanghe Science and Technology College muZhengzhou, mudunhu reHenan."Kambani inofanirwa kuunganidza mari yakakwana, kugadzira zvigadzirwa zvakasimba uye inoda timu yekutengesa inoshanda kuti irarame pamusika wekucheka.Kana chero ani zvake achinetsana nedambudziko remari kana kushaikwa kwekutakura, mazuva avo anoverengerwa kunze kwekunge vawana mari nyowani. ”
Kukura kwehupfumi hweChina kwadzikira mumakore masere apfuura, zvichiwedzerwa nehurongwa hwehurumende hunonzi zero-Covid izvo zvakonzera kudzikiswa kwemabasa muzvikamu zvetekinoroji, zvivakwa uye zvekushanya.Izvo zvakonzera kudzikira kwese kwekushandisa, sezvo vatengi vakanonotsa kutenga kwezvinhu zvakakura-matikiti senge mota nezvivakwa.
Kune maEV chaiwo, makwikwi anotsvetwa achifarira vatambi vakakura, vanogona kuwana mabhatiri emhando yepamusoro, madhizaini ari nani, uye vane mabhajeti makuru ekushambadzira.
William Li, co-muvambi uye CEO weNio, akafanotaura muna 2021 kuti angangoita mabhiriyoni makumi mana emayuan emari aizodiwa kuti EV kutanga-up iite pundutso uye ikwanise kuzviriritira.
He Xiaopeng, CEO weXpeng, akati muna Kubvumbi vasere chete vaunganidzi vemotokari dzemagetsi vaizosara ne2027, nekuti vatambi vadiki havazokwanisa kupona mumakwikwi anotyisa muindasitiri iri kukura nekukurumidza.
"Pachave neakawanda ekubvisa kukuru (kwevagadziri vemotokari) mukati mekuchinja kweindasitiri yemotokari kuenda kumagetsi," akadaro.“Mutambi wese anofanirwa kushanda nesimba kuti asaburitswe muligi.
Hapana Nio kana Xpeng aita purofiti parizvino, nepo Li Auto yanga ichingotaura purofiti yekota chete kubva muna Zvita gore rapfuura.
"Mumusika une simba, EV kutanga-ups inofanirwa kugadzira niche yekuvaka yavo yevatengi," akadaro mutungamiri weNio Qin Lihong."Nio, semugadziri weEV wekutanga, achamira akasimba kutiisa isu semukwikwidzi wemotokari dzepeturu dzakaita seBMW, Mercedes-Benz neAudi.Tichiri kuyedza kubatanidza nhanho yedu muchikamu chemotokari yepamusoro. "
Vatambi vadiki vari kutarisa mhiri kwemakungwa mushure mekutadza kuita zvine mutsindo pamusika wemumba.Zhang weHuanghe Sayenzi neTekinoroji College akati maChinese EV vaunganidzi vange vachinetsekana kuwana nzvimbo mumusika wepamba vaienda kunze kwenyika mukuda kukwezva vanoisa mari, sezvo vairwira kurarama.
Zhejiang-based Enovate Motors, iyo isiri pakati pevagadziri vepamusoro veChinese EV, yakazivisa hurongwa hwekuita.kuvaka fekitari muSaudi Arabia, zvichitevera kushanya kwenyika kweMutungamiri Xi Jinping kuhumambo kutanga kwegore rino.Mugadziri wemotokari, uyo anoverenga Shanghai Electric Group semudyaridzi wepakutanga, akasaina chibvumirano nevakuru veSaudi Arabia uye mubatsiri wemubatanidzwa Sumou kuti amise chirimwa cheEV chine huwandu hwepagore hwemayuniti zana.
Mumwe mutambi mudiki, Shanghai-based Human Horizons, mugadziri weEV yakasarudzika anounganidza mota dzinotengwa paUS$80,000, akatanga US$5.6 bhiriyoni bhizimusi nebazi rekudyara reSaudi Arabia muna Chikumi kuita "tsvagiridzo yemotokari, kusimudzira, kugadzira uye kutengesa".Human Horizon's ega brand HiPhi hairatidziri mune rondedzero yeChina yepamusoro gumi neshanu EVs maererano nekutengesa pamwedzi.
"Vanopfuura gumi nevaviri vatadza kugadzira mota vakavhura magedhi emazana evakarasikirwa kuti vauye mumakore maviri kusvika matatu ari kuuya," akadaro Phate Zhang, muvambi weCnEVPost, muShanghai-based magetsi-motokari data provider."Vazhinji vevatambi vadiki veEV muChina, nerutsigiro rwemari negwara kubva kuhurumende dzenzvimbo, vachiri kunetsekana kugadzira nekuvaka mota dzemagetsi dzinotevera pakati peChina chinangwa chekusarerekera kabhoni.Asi vanozongopera kana vashaya mari. ”
Byton, yekutanga EV inotsigirwa nehurumende yeguta reNanjing uye kambani yehurumende yeFAW Group, yakamhan'arira kubhuroka muna Chikumi gore rino mushure mekunge yatadza kutanga kugadzira mota yayo yekutanga, M-Byte sport-utility mota iyo yakaita. kutanga muFrankfurt Motor Show muna 2019.
Haina kumbobvira yaendesa mota yakapedzwa kune vatengi nepo bhizinesi rayo guru, Nanjing Zhixing New Energy Vehicle Technology Development, yakamanikidzwa kubhuroka mushure mekumhan'arirwa nemunhu ane chikwereti.Izvi zvinotevera zvegore rapfuurabankruptcy fileingneBeijing Judian Travel Technology, mubatanidzwa pakati peChinese ride-ailing hofori Didi Chuxing naLi Auto.
"Mazuva ekunaya ari pamberi kune avo vatambi vadiki vasina vatengesi vakasimba kuti vatsigire dhizaini nekugadzira mota," akadaro Cao Hua, mushandirapamwe kuShanghai-based private equity femu yeUnity Asset Management, iyo inodyara mumafemu ekutengesa mota."EV ibhizinesi rinoda mari yakawanda uye ine njodzi huru kumakambani, kunyanya aya ekutanga ayo asina kuvaka ruzivo rwemhando yavo mumusika uyu une makwikwi."
Nguva yekutumira: Oct-09-2023
