Jimillar babban jarin da aka samu ya zarce yuan biliyan 100, kuma an riga an zartas da burin sayar da kasa na raka'a miliyan 6 da aka tsara a shekarar 2025.
Aƙalla ƙwararrun EV guda 15 masu ba da alƙawarin sau ɗaya tare da haɗakar ƙarfin samarwa na shekara-shekara na raka'a miliyan 10 ko dai sun ruguje ko kuma an kai su ga ɓarna.
Vincent Kong yana kaɗa goga mai laushi mai laushi yayin da yake cire ƙura daga WM W6, anlantarki wasanni-mai amfani abin hawasiyan wanda ya yi nadama tun lokacin da dukiyar mai motar ta koma tabarbarewa.
“IdanWMidan an rufe [saboda matsi na kuɗi], za a tilasta mini in sayi sabuwar mota [lantarki] don maye gurbin W6 saboda za a dakatar da ayyukan kamfanin bayan sayar da kayayyaki," in ji magatakardar farar kwala ta Shanghai, wanda ya kashe kusan 200,000. yuan (US$27,782) lokacin da ya sayi SUV shekaru biyu da suka wuce."Mafi mahimmanci, zai zama abin kunya don tuƙi motar da aka gina ta hanyar da ba ta da kyau."
An kafa shi a cikin 2015 ta Freeman Shen Hui, tsohon Shugaba naZhejiang Geely Holding Group, WM ya yi fama da matsalolin kudi tun daga rabin na biyu na 2022 kuma ya sha wahala a farkon watan Satumba na wannan shekara lokacin da yarjejeniyar da ta kulla da Apollo Smart Mobility mai jera a Hong Kong ta ruguje.
WM ba ita ce kadai mai gazawa ba a kasuwar EV mai zafi ta kasar Sin, inda kusan masu kera motoci 200 masu lasisi - ciki har da masu hada-hadar man fetur da ke fafutukar yin hijira zuwa EVs - ke fafatawa don samun gindin zama.A cikin kasuwar mota inda kashi 60 cikin 100 na duk sabbin motocin za su kasance masu amfani da wutar lantarki nan da shekarar 2030, kawai masu tarawa waɗanda ke da aljihu mai zurfi, mafi kyawu kuma mafi yawan sabunta samfura, ana sa ran su rayu.
Wannan dabarar fitowar tana barazanar komawa zuwa ambaliya tare da aƙalla 15 masu ba da alƙawari sau ɗaya na EV farawa tare da haɓaka ƙarfin samarwa na shekara-shekara na raka'a miliyan 10 da ko dai ya ruguje ko kuma an kai shi gaɓar rashin ƙarfi yayin da manyan ƴan wasa suka sami rabon kasuwa. yana barin ƙananan masu fafatawa kamar WM don yin yaƙi don ɓarna, bisa ga ƙididdigewa daga Labaran Kasuwancin China.
Mallakin EV Kong ya yarda cewa tallafin gwamnati Yuan 18,000 kwatankwacin dalar Amurka 2,501, keɓewa daga harajin amfani wanda zai iya ceton sama da yuan 20,000 da farantin mota kyauta wanda ya ƙunshi yuan 90,000 a cikin ajiyar kuɗi, sune manyan dalilan da ya sa ya yanke shawarar siyan.
Amma duk da haka, mai shekaru 42 mai matsakaicin manajan da ke da wani kamfani na gwamnati a yanzu yana jin ba yanke shawara mai kyau ba ne domin yana iya kashe kuɗi don maye gurbinsa, idan kamfanin ya gaza.
Motar WM da ke birnin Shanghai ya kasance hoton hoton EV a China yayin da jarin jari da masu zuba jari masu zaman kansu suka zuba kimanin yuan biliyan 40 a fannin tsakanin 2016 da 2022. Kamfanin, wanda aka taba kallonsa a matsayin abokin hamayyar Tesla. Kasar Sin, ta kirga Baidu, Tencent, hamshakin attajirin Hong Kong Richard Li's PCCW, Marigayi hamshakin dan wasan caca na Macau Stanley Ho's Shun Tak Holdings da babban kamfanin saka hannun jari na Hongshan a cikin farkon masu zuba jari.
Rashin jeri na baya na WM ya cutar da ikon tara kuɗin sa kuma ya zo bayan ayaƙin neman zaɓewanda a karkashinsa WM ta rage albashin ma’aikata da rabi tare da rufe kashi 90 cikin 100 na dakunan baje koli na Shanghai.Kafofin yada labarai na cikin gida kamar jaridar kudi ta China Business News, ta bayar da rahoton cewa WM na dab da fatara saboda yunwar da ake bukata don ci gaba da gudanar da ayyukanta.
Tuni dai aka bayyana cewa Kaixin Auto dillalan mota na hannu na biyu a Amurka zai shiga a matsayin farar fata bayan yarjejeniyar da ba a bayyana darajarta ba.
"Matsakaicin samfuran fasaha na fasaha na WM Motor da alamar suna da kyakkyawar ma'amala tare da manufofin ci gaban dabarun Kaixin," in ji Lin Mingjun, shugaba da Shugaba na Kaixin, a cikin wata sanarwa bayan sanar da shirin samun WM."Ta hanyar siyan da aka yi niyya, WM Motar za ta sami damar samun ƙarin tallafin jari don haɓaka haɓaka kasuwancin sa mai wayo."
A cewar sanarwar farko da kamfanin ya gabatar a kasuwar hada-hadar hannayen jari ta Hong Kong a shekarar 2022, WM ya yi asarar yuan biliyan 4.1 a shekarar 2019, wanda ya karu da kashi 22 cikin 100 zuwa yuan biliyan 5.1 a shekara mai zuwa sannan kuma zuwa yuan biliyan 8.2 a shekarar 2021. Adadin tallace-tallace ya ƙi.A bara, WM ya sayar da raka'a 30,000 ne kawai a cikin kasuwannin duniya mai saurin girma, raguwar kashi 33 cikin ɗari.
Kamfanoni masu yawa, daga WM Motor da Aiways zuwa Enovate Motors da Qiantu Motors, sun riga sun kafa cibiyoyin samar da kayayyaki a duk fadin kasar Sin, wadanda za su iya fitar da raka'a miliyan 3.8 a shekara, bayan da jarin da aka samu ya haura yuan biliyan 100. Labaran Kasuwancin China.
An riga an wuce matakin siyar da ƙasa na raka'a miliyan 6 nan da shekarar 2025, wanda ma'aikatar masana'antu da fasahar watsa labaru ta kafa a shekarar 2019.Ana sa ran isar da motoci masu amfani da wutar lantarki masu tsafta da na toshe don amfani da fasinja a kasar Sin za su yi tsalle da kashi 55 cikin 100 zuwa raka'a miliyan 8.8 a bana, in ji Paul Gong manazarci na UBS a watan Afrilu.
An kiyasta EVs zai kai kusan kashi ɗaya bisa uku na sabbin kuɗaɗen tallace-tallacen motoci a babban yankin China a cikin 2023, amma hakan na iya zama bai isa ba don ci gaba da gudanar da ayyuka a yawancin masu yin EV waɗanda ke ba da biliyoyin kuɗi akan ƙira, samarwa da farashi masu alaƙa da tallace-tallace.
Gong ya ce "A cikin kasuwar kasar Sin, yawancin masu yin EV suna aika asara saboda tsananin gasa," in ji Gong."Mafi yawansu sun ambaci farashin lithium mafi girma [wani mahimmin kayan da ake amfani da shi a cikin batir EV] a matsayin babban dalilin rashin aikin yi, amma ba sa samun riba koda kuwa farashin lithium ya kwanta."
Nunin Mota na Shanghai a watan Afrilu ya ga WM, tare da wasu sanannun farawa guda biyar -Evergrande New Energy Auto, Motar Qiantu, Aiways, Enovate Motors da Niutron - tsallake bikin baje kolin na kwanaki 10, babban baje kolin mota na al'umma.
Wadannan masu kera motoci ko dai sun rufe masana'antunsu ko kuma sun daina daukar sabbin oda, yayin da yakin farashi ya yi barna a babbar kasuwar motoci da EV a duniya.
Akasin haka,Nio,XpengkumaLi Auto, manyan kamfanoni uku na farko na EV, sun ja hankalin jama'a da yawa zuwa zaurensu wanda ya rufe kusan murabba'in murabba'in mita 3,000 kowanne, ba tare da kamfanin Tesla na Amurka ba.
Manyan masu yin EV a China
"Kasuwancin EV na kasar Sin yana da babban mashaya," in ji David Zhang, malami mai ziyara a Kwalejin Kimiyya da Fasaha ta Huanghe da ke Zhengzhou, lardin Henan."Dole ne kamfani ya tara isassun kudade, haɓaka samfura masu ƙarfi kuma yana buƙatar ingantacciyar ƙungiyar tallace-tallace don tsira daga kasuwa.Lokacin da ɗayansu ya yi fama da matsalolin kuɗi ko rashin isarwa, kwanakinsu suna ƙidaya sai dai idan sun sami sabon jari. "
Ci gaban tattalin arzikin kasar Sin ya ragu a cikin shekaru takwas da suka gabata, wanda ya kara tabarbare sakamakon tsarin da gwamnatin kasar ta dauka na yaki da cutar numfashi ta COVID-19, wanda ya haifar da raguwar ayyukan yi a sassan fasahohi, da kadarori, da yawon bude ido.Hakan ya haifar da raguwar kashe kuɗi gabaɗaya, yayin da masu amfani suka jinkirta siyan manyan tikitin tikiti kamar motoci da gidaje.
Ga EVs musamman, an karkatar da gasa ga manyan ƴan wasa, waɗanda ke da damar samun ingantattun batura, ƙira mafi kyawu, kuma suna da manyan kasafin kuɗi na tallace-tallace.
William Li, wanda ya kafa kamfanin Nio kuma shugaban kamfanin Nio, ya yi hasashen cewa a shekarar 2021 za a bukaci akalla yuan biliyan 40 na jari don fara aikin EV don samun riba da dogaro da kai.
He Xiaopeng, shugaban kamfanin na Xpeng, ya ce a cikin watan Afrilu, masu hada motocin lantarki guda takwas ne kawai za su rage nan da shekarar 2027, saboda kananan 'yan wasa ba za su iya tsira daga gasa mai zafi a masana'antar da ke saurin bunkasa ba.
"Za a yi zagaye da yawa na kawar da manyan motoci a cikin canjin masana'antar kera motoci zuwa wutar lantarki," in ji shi."Kowane dan wasa ya yi aiki tukuru don gujewa faduwa daga gasar."
Nio ko Xpeng ba su sami riba ba tukuna, yayin da Li Auto ke ba da rahoton ribar kwata kawai tun kwata na Disamba na bara.
Shugaban Nio Qin Lihong ya ce "A cikin kasuwa mai karfin gaske, masu farawa na EV ya kamata su kirkiro wani wuri don gina nasu kwastomomi," in ji shugaban Nio Qin Lihong."Nio, a matsayinsa na mai kera EV, zai tsaya tsayin daka wajen sanya mu a matsayin kishiya ga kamfanonin mai kamar BMW, Mercedes-Benz da Audi.Har yanzu muna ƙoƙarin ƙarfafa ƙafarmu a cikin ɓangaren mota mai daraja. "
Ƙananan 'yan wasa suna kallon ƙasashen waje bayan sun kasa yin tasiri sosai a kasuwar gida.Zhang na kwalejin kimiyya da fasaha ta Huanghe, ya ce masu hada-hadar EV na kasar Sin da ke fafutukar samun gindin zama a kasuwannin gida, sun nufi kasashen waje a wani yunkuri na jawo sabbin masu zuba jari, yayin da suke fafutukar tsira.
Kamfanin Enovate Motors na Zhejiang, wanda ba shi da matsayi a cikin manyan masu kera EV na kasar Sin, ya sanar da wani shiri dongina masana'anta a Saudiyya, bayan ziyarar aiki da shugaba Xi Jinping ya kai masa a farkon wannan shekarar.Kamfanin kera motoci, wanda ya kirga Kamfanin Lantarki na Shanghai a matsayin mai saka hannun jari na farko, ya sanya hannu kan wata yarjejeniya da hukumomin Saudi Arabiya da Sumou na hadin gwiwa don kafa kamfanin EV mai karfin juzu'i 100,000 kowace shekara.
Wani ƙaramin ɗan wasa, Human Horizons na Shanghai, mai kera EV na alatu wanda ke harhada motoci da farashinsu akan dalar Amurka 80,000, ya kafa wani kamfani na dalar Amurka biliyan 5.6 tare da ma'aikatar saka hannun jari ta Saudi Arabiya a watan Yuni don gudanar da "binciken motoci, haɓakawa, masana'antu da tallace-tallace".Tambarin Human Horizon na HiPhi ba ya cikin jerin manyan EVs 15 na China dangane da tallace-tallace kowane wata.
Phate Zhang, wanda ya kafa kamfanin CnEVPost, mai samar da bayanan ababen hawa na lantarki a Shanghai ya ce "Fiye da dozin goma da suka gaza sun bude kofofin ambaliyar ga daruruwan wadanda suka yi asara a cikin shekaru biyu zuwa uku masu zuwa.""Yawancin kananan 'yan wasan EV a kasar Sin, tare da tallafin kudi da manufofi daga kananan hukumomi, har yanzu suna fafutuka wajen kerawa da kuma kera motoci masu amfani da wutar lantarki na gaba a cikin burin kasar Sin na kawar da gurbataccen iska.Amma an shirya za su lalace da zarar sun kare.”
Byton, wani kamfani ne na EV wanda ke samun goyon bayan gwamnatin birnin Nanjing da kuma kamfanin kera motoci na FAW Group, ya shigar da kara kan fatarar kudi a watan Yunin wannan shekara bayan da ya kasa fara kera samfurinsa na farko, motar M-Byte mai amfani da wasanni wacce ta kera ta. halarta a karon a cikin Nunin Mota na Frankfurt a cikin 2019.
Ba ta taɓa isar da motar da aka gama ba ga abokan ciniki yayin da babban rukunin kasuwancinta, Nanjing Zhixing Sabuwar Fasahar Fasahar Motar Makamashi, ta tilasta yin fatara bayan wani mai lamuni ya kai kara.Hakan ya biyo bayan shekarar da ta gabatatakardar bankruptcyDa fasahar balaguron balaguro ta Beijing Judian, haɗin gwiwa tsakanin giant ɗin Didi Chuxing na China da Li Auto.
Cao Hua, abokin tarayya a kamfanin Unity Asset Management na Shanghai, wanda ke zuba jari a kamfanonin samar da ababen hawa, ya ce, "Ranar damina ta gabato ga kananan 'yan wasan da ba su da masu zuba jari masu karfi don tallafawa kera motocinsu da kera su.""EV kasuwanci ne mai mahimmanci kuma yana ɗaukar haɗari ga kamfanoni, musamman waɗanda suka fara waɗanda ba su haɓaka wayar da kan su ba a wannan kasuwa mai fa'ida."
Lokacin aikawa: Oktoba-09-2023
