·Baetsi ba EV ba fane ka theolelo ea liperesente tse 6 ka Phupu, e leng phokotso e nyane ho feta nakong ea ntoa ea theko pejana selemong, mofuputsi o re.
·Mohlahlobisisi o re: "Menyetla e tlase ea phaello e tla etsa hore ho be thata ho batho ba bangata ba China ba qalang EV ho fokotsa tahlehelo le ho fumana chelete."
Har'a tlhōlisano e matla, Machaenakoloi ea motlakase (EV)baetsi ba lihlahisoa ba qalile potoloho e 'ngoe ea ho fokotsa theko ho hohela bareki ha ba ntse ba lelekisa lipakane tse phahameng tsa thekiso bakeng sa 2023. Leha ho le joalo, ho fokotsa ho ka ba ho qetela ka nakoana kaha thekiso e se e ntse e le matla le margins a le mosesaane, ho latela bahlahlobisisi.
Ho latela AceCamp Research, baetsi ba EV ba Machaena ba fane ka theolelo e tloaelehileng ea liperesente tse 6 ka Phupu.
Leha ho le joalo, feme ea lipatlisiso e hanne phokotso e kholo ea litheko hobane lipalo tsa thekiso li se li ntse li eketseha.Ho theoha ha litheko tsa Phupu ho bile nyane ho feta litheolelo tse fanoeng kotareng ea pele ea selemo, kaha leano la litheko tse tlase le se le khothalelitse ho fana ka thepa nakong ea lebelo le potlakileng la ho kenya motlakase litseleng tse kholo, ho latela bahlahlobisisi le barekisi.
Lithekiso tsa li-EV tse nyalisitsoeng tsa motlakase le li-plug-in li nyolohile ka liperesente tse 30.7 ka selemo ka Phupu ho isa ho 737,000, ho latela Mokhatlo oa Likoloi oa Bapalami oa China (CPCA).Lik'hamphani tse holimo li rataBYD,NioleLi Autoba ngotse bocha lirekoto tsa bona tsa khoeli le khoeli tsa thekiso ka Phupu nakong ea ho reka ha EV
"Baetsi ba bang ba likoloi tsa motlakase ba sebelisa leano la theko e tlase ho matlafatsa thekiso hobane theolelo e etsa hore lihlahisoa tsa bona li khahle bareki ba tsotellang tekanyetso," ho boletse Zhao Zhen, motsamaisi oa thekiso le morekisi ea thehiloeng Shanghai Wan Zhuo Auto.
Ka nako e ts'oanang, ho fokotseha ho eketsehileng ho bonahala ho sa hlokahale hobane batho ba se ba ntse ba reka."Bareki ha ba tsilatsile ho etsa liqeto tsa bona tsa ho reka ha feela ba utloa hore litheolelo li le ka har'a litebello tsa bona," ho boletse Zhao.
Ntoa e mahlonoko ea litheko lipakeng tsa baetsi ba likoloi tsa EV le bahlahisi ba likoloi tsa peterole qalong ea selemo sena e hlotsoe ho phahamisa thekiso, ha bareki ba ne ba ntse ba buisana ka bonanza ka tšepo ea hore litheolelo tse matla li ntse li le tseleng, leha mefuta e meng ea likoloi e theotse litheko ho fihla ho 40. peresente.
Zhao o hakantse hore baetsi ba EV ba fane ka theolelo e tloaelehileng lipakeng tsa 10 le 15% ho tsamaisa thepa lipakeng tsa Pherekhong le Mmesa.
Bareki ba likoloi ba ile ba etsa qeto ea ho kena 'marakeng bohareng ba May kaha ba ne ba ikutloa hore ntoa ea theko e felile, Citic Securities e boletse ka nako eo.
David Zhang, moprofesa ea etileng Huanghe Science and Technology College, o itse: "Mekhahlelo e tlase ea phaello [ka mor'a ho theoha ha theko] e tla thatafalletsa batho ba bangata ba China ba qalang ho sebelisa EV ho fokotsa tahlehelo le ho fumana chelete."Ho na le monyetla o mocha oa ntoa ea theko e boima e ka hlahang hape selemong sena."
Bohareng ba Phato,Teslafokotsa litheko tsa likoloi tsa eona tsa Model Y, tse entsoeng ho eonaShanghai Gigafactory, ka liperesente tse 4, phokotso ea eona ea pele ka likhoeli tse supileng, ha k'hamphani ea Amerika e loanela ho boloka karolo ea eona ea 'maraka e etellang pele' marakeng o moholo oa lefatše oa EV.
Ka la 24 Phato,Lethathamo la likarolo tsa Geely Automobile Holdings, moetsi oa likoloi e moholo ka ho fetesisa oa China, o boletse tlalehong ea moputso oa halofo ea pele hore e lebelletsoe ho fana ka li-unit tse 140,000 tsa mofuta oa koloi ea motlakase ea Zeekr selemong sena, e batlang e imena habeli kakaretso ea selemo se fetileng ea 71,941, ka leano la theko e tlase, libeke tse peli kamora khamphani e fane ka theolelo ea liperesente tse 10 ho Zeekr 001 sedan.
Ka la 4 Loetse, khoebo ea Volkswagen le FAW Group e thehiloeng Changchun, e theotse theko ea ID.4 Crozz ea boemo ba eona ba ho kena ka liperesente tse 25 ho isa ho li-yuan tse 145,900 (US$19,871) ho tloha ho li-yuan tse 193,900 pele.
Mohato ona o ile oa latela katleho ea VW ka Phupu, ha theko ea liperesente tse 16 e theotsoe ho ID.3 hatchback ea motlakase oohle - e entsoeng ke SAIC-VW, khoebo e 'ngoe ea China ea k'hamphani ea Jeremane, le moetsi oa likoloi oa Shanghai SAIC Motor - o ile a khanna 305 per keketseho ea lisente tse rekisoang ho ea ho li-unit tse 7,378, ha li bapisoa le khoeli pejana.
"Re lebeletse hore papatso ea bohlokoa bakeng sa ID.4 Crozz e tla matlafatsa thekiso ea nako e khutšoanyane ho tloha ka September," Kelvin Lau, mohlahlobi oa Daiwa Capital Markets o boletse lengolong la lipatlisiso pejana khoeling ena."Leha ho le joalo, re hlokolosi ka tšusumetso e ka 'nang ea e-ba teng ea ntoa ea theko e ka' nang ea e-ba matla 'marakeng oa lehae oa likoloi tse ncha tsa motlakase, ha re nahana ka nako ea tlhōrō ea nako e tlang, hammoho le khatello e ka 'nang ea e-ba teng bakeng sa barekisi ba likarolo tsa likoloi - e leng ntho e mpe maikutlong a mmaraka. bakeng sa mabitso a amanang le 'ona."
Baetsi ba EV ba Machaena ba fane ka kakaretso ea li-unit tse limilione tse 4.28 likhoeling tse supileng tsa pele tsa 2023, liperesente tse 41.2 ho tloha nakong e tšoanang selemong se fetileng, ho latela CPCA.
Thekiso ea EV Chaena e ka nyoloha ka liperesente tse 55 selemong sena ho ea ho li-unit tse limilione tse 8.8, setsebi sa UBS Paul Gong se boletse esale pele ka April.Ho tloha ka Phato ho isa ho December, baetsi ba EV ba tla tlameha ho fana ka li-unit tse fetang limilione tse 4.5, kapa likoloi tse ling tsa 70%, ho fihlela sepheo sa thekiso.
Nako ea poso: Sep-12-2023
