Dagaalkii EV ee Shiinaha: kaliya kan ugu xoogga badan ayaa u badbaadi doona sidii BYD, awoodda Xpeng ayaa garaacday 15 is yeelyeel ah iyada oo ay sahaydu ku jirto

Wadarta guud ee raasamaalku waxay kor u dhaaftay 100 bilyan yuan, iyo bartilmaameedka iibka qaranka ee 6 milyan unug ee loo dejiyay 2025 mar horeba waa laga gudbay.

Ugu yaraan 15-bilood oo EV ah oo hal mar ballan-qaadey oo leh isku-darka awoodda wax-soo-saarka sannadlaha ah ee 10 milyan oo unug ayaa midkood burburay ama waxaa loo kaxeeyey qarka u saaran khasaare.

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Vincent Kong waxa uu ruxayaa buraash jilicsan marka uu ka saarayo boodhka WM W6, anbaabuur-ciyaaraha korontadaIibsigiisii ​​uu ka shallaayey tan iyo markii hantidii baabuur-wade ay is beddeshay.

“HaddiiWMHaddii la xidho [caabuq dhaqaale awgeed], waxa la igu khasbi lahaa in aan iibsado baabuur cusub oo koronto ah si aan u beddelo W6 sababtoo ah adeegyadii shirkadda ee iibka ka dib waa la joojin doonaa,” ayuu yidhi karraaniga dhar-cadka ee Shanghai, kaas oo kharash gareeyay ilaa 200,000 Yuan (US$27,782) markii uu iibsaday SUV-ga laba sano ka hor."Waxa ka sii muhiimsan, waxay ahaan lahayd wax laga xishoodo in la wado baabuur uu dhisay marque guuldarraystay."

Waxaa la aasaasay 2015 Freeman Shen Hui, oo hore u ahaa maamulahaKooxda Zhejiang Geely Holding Group, WM waxa ay la daalaa dhacaysay dhibaatooyin dhaqaale tan iyo nuskii dambe ee 2022 waxana ay soo gaadhay dharbaaxo horraantii Sebtembar ee sanadkan markii uu burburay heshiiskeedii $2 bilyan ee isku darka ahaa ee ay la gashay Hong Kong ee ku taxan Apollo Smart Mobility.

WM maaha kuwa kaliya ee ka hooseeya suuqa EV ee cad cad ee Shiinaha, halkaas oo ilaa 200 oo baabuur-sameeyayaal shati leh - oo ay ku jiraan kuwa soo ururiya batroolka ee u halgamaya inay u haajiraan EVs - ay u halgamayaan sidii ay cagta u heli lahaayeen.Suuqa baabuurta oo boqolkiiba 60 dhammaan baabuurta cusubi ay koronto ahaan doonaan 2030ka, kaliya kuwa isku dhafka ah ee jeebabka ugu qoto dheer, moodooyinka ugu quruxda badan iyo kuwa ugu badan ee la cusboonaysiiyay, ayaa la filayaa inay sii noolaadaan.

Qulqulka bixitaanku wuxuu halis gelinayaa inuu isu beddelo daadad leh ugu yaraan 15 bilow-ballaaran oo EV ah oo leh isku darka awoodda wax-soo-saarka sannadlaha ah ee 10 milyan oo unug kuwaas oo midkood burburay ama loo kaxeeyey qarka u saaran inuu khasaare dhaco iyada oo ciyaartoy waaweyni ay heleen saamiga suuqa. Ka tagista tartamayaasha yaryar sida WM si ay ugu dagaallamaan qashinka, marka loo eego xisaabinta Shiinaha Business News.

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Milkiilaha EV Kong wuxuu qirtay in 18,000 yuan (US$2,501) kabka dawladda, ka dhaafida cashuurta isticmaalka taas oo badbaadin karta in ka badan 20,000 yuan iyo taariko baabuur oo bilaash ah kaas oo keenay 90,000 yuan oo kayd ah, ay ahaayeen sababaha ugu muhiimsan ee go'aankiisa wax iibsiga.

Si kastaba ha ahaatee, 42-jirka ah maareeyaha dhexe ee shirkad ay dowladdu leedahay ayaa hadda dareemaya inaysan ahayn go'aan caqli-gal ah maadaama laga yaabo inuu lacag ku bixiyo beddelka, haddii shirkaddu ay ku guuldareysato.

Shirkadda WM Motor ee fadhigeedu yahay Shanghai ayaa loo isticmaali jiray inay noqoto ilmaha boodhka ah ee kobcinta EV ee Shiinaha sida raasamaal ganacsi iyo maalgashadayaasha sinnaanta gaarka ah waxay ku shubeen qiyaastii 40 bilyan yuan qaybta intii u dhaxaysay 2016 iyo 2022. Shirkadda, mar loo arkay inay tahay tartan suurtagal ah Tesla Shiinaha, ayaa tirinaya Baidu, Tencent, ganacsade Hong Kong Richard Li's PCCW, khamaarka Macau ee Stanley Ho's Shun Tak Holdings iyo shirkad maalgashi oo heer sare ah Hongshan oo ka mid ah maalgashadayaashii hore.

Liistada albaabka danbe ee fashilantay ee WM waxay dhaawacday awooddeeda lacag ururin waxayna timid aololaha kharash dhimistaTaas oo WM ay hoos u dhigtay mushaharka shaqaalaha kala badh oo ay xidhay 90 boqolkiiba bandhigyadeeda ku salaysan Shanghai.Warbaahinta maxalliga ah sida wargeyska maaliyadeed ee ay dawladdu leedahay ee Shiinaha Business News, ayaa soo warisay in WM ay ku dhowdahay inay kacdo maadaama ay gaajoonaysay lacagihii lagama maarmaanka u ahaa sii wadista hawlaheeda.

Tan iyo markaas ayaa la shaaciyay in Kaixin Auto oo ka ganacsata gacma-da labaad ee Maraykanka ku taxan uu u shaqayn doono sidii qoriga cad ka dib heshiis aan qiimahiisa la shaacin.

" Meelaynta iyo calaamadaynta alaabta tignoolajiyada moodada ee WM Motor waxay si fiican ula mid tahay yoolalka horumarinta istaraatiijiyadeed ee Kaixin," Lin Mingjun, guddoomiyaha iyo maamulaha Kaixin, ayaa ku sheegay hadal uu soo saaray ka dib markii uu ku dhawaaqay qorshaha lagu helayo WM."Iyadoo la adeegsanayo iibsiga loogu talagalay, WM Motor waxay heli doontaa taageero raasumaal oo dheeraad ah si kor loogu qaado horumarinta ganacsigeeda dhaqdhaqaaqa caqliga leh."

Marka loo eego bandhigga dadweynaha ee bilawga ah ee shirkadda, oo lagu xareeyay sarrifka saamiyada Hong Kong 2022, WM waxay dhejisay khasaaraha 4.1 bilyan yuan sanadka 2019 kaas oo kordhay 22 boqolkiiba ilaa 5.1 bilyan yuan sanadka soo socda iyo sii 8.2 bilyan yuan sanadka 2021 markii ay gaadhay tirada iibka ayaa hoos u dhacay.Sannadkii hore, WM waxa ay iibisay 30,000 oo keliya suuqa dhul-weynaha ee sida xawliga ah u koraya, hoos u dhac boqolkiiba 33 ah.

Shirkadaha tirada badan, oo u dhexeeya WM Motor iyo Aiways ilaa Enovate Motors iyo Qiantu Motors, waxay horeba uga dhisteen tas-hiilaad wax-soo-saar guud ahaan dhul-weynaha Shiinaha kuwaas oo awood u leh inay soo saaraan 3.8 milyan unug sannadkii ka dib markii wadarta guud ee raasamaalku kor u dhaaftay 100 bilyan yuan, sida laga soo xigtay Wararka Ganacsiga Shiinaha.

Himilada iibka qaranka ee 6 milyan oo unug marka la gaaro 2025, oo ay dejisay Wasaaradda Warshadaha iyo Tignoolajiyada 2019, ayaa mar hore laga gudbay.Gaadhida baabuurta korantada saafiga ah iyo kuwa isku xidhka ah ee isticmaalka rakaabka ee Shiinaha ayaa la filayaa inay ka boodaan boqolkiiba 55 ilaa 8.8 milyan oo unug sanadkan, falanqeeyaha UBS Paul Gong ayaa saadaaliyay bishii Abriil.

EVs waxaa lagu qiyaasaa inay ka kooban yihiin saddex meelood meel tirada cusub ee iibka baabuurta ee dhul weynaha Shiinaha sanadka 2023, laakiin taasi waxaa laga yaabaa inaysan ku filnayn sii wadida hawlgalada qaar badan oo ka mid ah kuwa sameeya EV kuwaas oo balaayiin ku daadiya naqshadaynta, wax soo saarka iyo kharashyada la xidhiidha iibka.

"Suuqa Shiinaha, inta badan kuwa sameeya EV waxay soo dhejiyaan khasaare sababtoo ah tartan adag," ayuu yiri Gong."Inta badan waxay soo xiganayeen lithium sare [wax muhiim ah oo loo isticmaalo baytariyada EV] qiimaha sababta ugu weyn ee waxqabadka liidata, laakiin ma aysan sameynin faa'iido xitaa marka qiimaha lithium uu ahaa mid siman."

Bandhigga Auto Shanghai ee bishii Abriil wuxuu arkay WM, oo ay la socdaan shan kale oo si fiican loo yaqaan -Evergrande New Energy Auto, Qiantu Motor, Aiways, Enovate Motors iyo Niutron - ka boodaya bandhiga 10-ka maalmood, bandhigga baabuurta ee ugu weyn qaranka.

Shirkadahan baabuurta sameeya waxay xidheen wershadihii ay ku shaqaynayeen ama waxay joojiyeen dalabaadka cusub, maadaama dagaal qiimo jaban uu ka gaystay suuqa baabuurta iyo EV-ga ee ugu wayn aduunka.

Taas bedelkeeda,Niyo,XpengiyoLi Auto, Saddexda shirkadood ee ugu sarreeya dhulweynaha EV, ayaa soo jiitay dadkii ugu badnaa ee isugu soo baxay hoolalkooda oo daboolay ilaa 3,000 mitir oo laba jibbaaran oo goob bandhig ah midkiiba, iyadoo ay maqan tahay shirkadda Maraykanka ee baabuurta Tesla.

Sameeyayaasha EV ee ugu sarreeya Shiinaha

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"Suuqa Shiinaha ee EV wuxuu leeyahay barar sare," ayuu yiri David Zhang, oo ah borofisar booqasho ku jooga Huanghe Science and Technology College ee Zhengzhou, gobolka Henan."Shirkadku waa inay ururiyaan dhaqaale ku filan, horumariyaan badeecooyin xooggan waxayna u baahan yihiin koox wax iibsi oo hufan si ay uga badbaadaan suuqa kala-goynta.Marka mid ka mid ah uu la tacaalo dhibaatooyinka maalgelinta ama dhalmada la'aanta, maalmahooda waa la tiriyaa ilaa ay heli karaan raasamaal cusub mooyee.

Xawliga kobaca dhaqaalaha Shiinaha ayaa hoos u dhacay siddeedii sano ee la soo dhaafay, waxaana uga sii daray istiraatijiyadda dowladda ee loo yaqaan zero-Covid taasoo keentay in shaqada la joojiyo guud ahaan teknolojiyadda, hantida iyo dalxiiska.Taasi waxay keentay hoos u dhaca guud ee kharashka, maadaama macaamiishu dib u dhigeen iibsashada alaabada tigidhada waaweyn sida baabuurta iyo hantida ma-guurtada ah.

Gaar ahaan EV-yada, tartanka waxaa loo door bidaa ciyaartoy waaweyn, kuwaas oo heli kara baytari tayo wanaagsan, nashqado wanaagsan, oo leh miisaaniyad suuqgeyneed oo weyn.

William Li, aasaasaha iyo maamulaha Nio, ayaa saadaaliyay 2021 in ugu yaraan 40 bilyan yuan oo raasumaal ah loo baahan doono bilowga EV si uu u noqdo mid faa'iido leh oo isku filan.

He Xiaopeng, oo ah maamulaha shirkadda Xpeng, ayaa sheegay bishii Abriil in siddeed baabuur oo koronto ku shaqeeya ay sii ahaan doonaan 2027, sababtoo ah ciyaartoyda yaryar ma awoodi doonaan inay ka badbaadaan tartanka adag ee warshadaha si degdeg ah u koraya.

"Waxaa jiri doona dhowr wareeg oo baabi'in weyn ah (kuwa baabuurta sameysa) iyada oo ay jirto u gudubka warshadaha baabuurta ee koronto," ayuu yidhi.“Ciyaaryahan kasta waa inuu si adag u shaqeeyaa si uu uga fogaado inuu ka haro horyaalka.”

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Nio iyo Xpeng midkoodna weli faa'iido ma dhalin, halka Li Auto uu soo sheegayay faa'iidada saddex biloodlaha ah kaliya ilaa rubuci December ee sannadkii hore.

"Suuqa firfircoon, kuwa bilawga ah ee EV waxay u maleynayaan inay abuuraan niche si ay u dhistaan ​​saldhigooda macaamiishooda," ayuu yiri madaxweynaha Nio Qin Lihong."Nio, sida samaynta EV-ga qaaliga ah, waxay u istaagi doontaa sidii ay nooga dhigi lahayd inaan la tartanno noocyada baabuurta shidaalka sida BMW, Mercedes-Benz iyo Audi.Waxaan wali isku dayeynaa inaan ku xoojino cagteena qeybta baabuurka qaaliga ah."

Ciyaartoyda yaryar ayaa eegaya dibadda ka dib markii ay ku guuldareysteen inay galaangal muhiim ah ka sameeyaan suuqa guriga.Mr.

Enovate Motors oo fadhigeedu yahay Zhejiang, oo aan ka mid ahayn kuwa ugu sarreeya Shiinaha ee EV, ayaa ku dhawaaqay qorshein sacuudiga laga dhiso warshad, ka dib booqasho uu madaxweyne Xi Jinping ku tagay boqortooyada horaantii sanadkan.Baabuur-sameeyaha, oo ku xisaabtama Kooxda Korantada ee Shanghai inay tahay maal-galiye hore, waxay heshiis la saxeexatay mas’uuliyiinta Saudi Arabia iyo la-hawlgalayaasha shirkadda Sumou si ay u dhisaan warshad EV ah oo leh 100,000 unug sannadkii.

Ciyaartoyga kale ee da'da yar, Human Horizons ee fadhigiisu yahay Shanghai, samaynta EV-ga raaxada ee soo ururisa baabuurta qiimihiisu yahay US$ 80,000, wuxuu aasaasay $ 5.6 bilyan oo doolar wasaaradda maalgashiga Sacuudi Carabiya bishii Juun si loo sameeyo "cilmi-baaris baabuurta, horumarinta, soo saarista iyo iibinta".Summada keliga ah ee Human Horizon ee HiPhi kuma jirto liiska 15-ka EV ee ugu sarreeya Shiinaha marka loo eego iibka billaha ah.

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"In ka badan darsin baabuur-sameeyayaal ah ayaa furay albaabada daadka ee boqollaal kuwa khasaaray si ay u soo baxaan labada ilaa saddexda sano ee soo socda," ayuu yiri Phate Zhang, oo ah aasaasaha CnEVPost, oo ah bixiye xogta baabuurta korontada ku salaysan ee Shanghai."Inta badan ciyaartoyda yaryar ee EV ee Shiinaha, oo taageero dhaqaale iyo siyaasad ka helaya dawladaha hoose, waxay weli ku dhibtoonayaan horumarinta iyo dhisidda baabuurta korontada ee jiilka xiga iyada oo ay jirto yoolka dhexdhexaadnimada Shiinaha ee dhexdhexaadnimada.Laakiin waxaa lagu wadaa in ay meesha ka baxaan marka ay ka dhamaadaan dhaqaalaha.

Byton, oo ah bilawga EV oo ay taageerto dawladda magaalada Nanjing iyo shirkadda baabuurta ee FAW Group oo dawladdu leedahay, ayaa dacwad ku soo oogtay bishii Juun ee sanadkan ka dib markii ay ku guuldareysatay inay bilowdo soo saarista nooceedii ugu horeysay, gaadiidka ciyaaraha ee M-Byte kaas oo sameeyay Markii ugu horeysay ee Bandhigga Motor Frankfurt ee 2019.

Waligeed gaadhi dhammays tiran uma keenin macaamiisha halka qaybteeda ganacsiga ugu wayn, Nanjing Zhixing New Energy Vehicle Technology Development, lagu qasbay inay kiciso ka dib markii uu dacweeyay dayn-bixiyuhu.Tani waxay daba socotaa sannadkii horexaraynta musalsalkaby Beijing Judian Travel Technology, oo ay iska kaashadeen shirkadda Shiinaha ee Didi Chuxing iyo Li Auto.

"Maalmaha roobka ayaa ka horreeya ciyaartoyda yaryar ee aan haysan maalgashadayaasha xooggan si ay u taageeraan naqshadeynta baabuurtooda iyo wax soo saarkooda," ayuu yiri Cao Hua, oo ah shuraako ka tirsan shirkadda Unity Asset Management ee fadhigeedu yahay Shanghai, taas oo maalgelisa shirkadaha sahayda baabuurta."EV waa ganacsi degdeg ah oo raasumaal ah waxayna halis weyn u tahay shirkadaha, gaar ahaan kuwa bilawga ah ee aan dhisin wacyigooda sumadda suuqan tartanka aadka u sarreeya."


Waqtiga boostada: Oct-09-2023

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