Adadin tallafin NEV ya kai kashi 31.6 cikin 100 a cikin 2023, sabanin kashi 1.3 a cikin 2015 a matsayin tallafi ga masu siye da ƙarfafawa ga masu yin ƙazafi.
Manufar birnin Beijing na kashi 20 cikin 100 nan da shekarar 2025, a karkashin shirinta na dogon lokaci na raya kasa a shekarar 2020, ya zarce a bara.
Sabbin motoci masu amfani da makamashi (NEVs) za su kai kusan rabin sabbin tallace-tallacen motoci a babban yankin kasar Sin nan da shekarar 2030, yayin da tallafin jihohi da fadada tashoshin caji ke cin nasara kan karin abokan ciniki, a cewar Sabis na Masu saka hannun jari na Moody.
Hasashen ya ba da shawarar ci gaba da samun ci gaba cikin shekaru shida masu zuwa a matsayin tallafin masu siyan motoci da rage haraji ga masana'antun da masu kera batir suna goyan bayan buƙatun, in ji wani rahoton da kamfanin ya fitar a ranar Litinin.
Adadin karbar tallafin NEV a kasar Sin ya kai kashi 31.6 cikin 100 a shekarar 2023, wanda ya yi fice daga kashi 1.3 cikin 100 a shekarar 2015. Hakan ya riga ya zarce burin Beijing na kashi 20 cikin 100 nan da shekarar 2025 lokacin da gwamnatin kasar ta bayyana shirinta na dogon lokaci na raya kasa a shekarar 2020.
NEVs sun ƙunshi motoci masu amfani da wutar lantarki, nau'in haɗaɗɗen toshe da motoci masu ƙarfin hydrogen.Kasar Sin ita ce kasa mafi girma a duniya a kasuwar kera motoci da lantarki.
Babban jami'in bayar da lamuni Gerwin Ho ya ce, "Kimanin mu yana dogara ne ta hanyar karuwar bukatar gida na NEVs da saka hannun jari a cikin cajin kayayyakin more rayuwa, fa'idar farashin kasar Sin a cikin NEV da masana'antun batir, da ɗimbin manufofin jama'a waɗanda ke tallafawa fannin da masana'antun da ke kusa." rahoto.
Hasashen Moody ba shi da ƙaranci fiye da kiyasin UBS Group a shekarar 2021. Bankin zuba jari na Switzerland ya yi hasashen cewa uku a cikin kowane sabbin motoci biyar da aka sayar a kasuwannin cikin gida na China za su yi amfani da batura nan da shekarar 2030.
Duk da tabarbarewar ci gaban da aka samu a wannan shekarar, masana'antar motoci ta kasance wuri mai haske a ci gaban da al'ummar kasar ke ci gaba da dusashewa.Masu masana'anta daga BYD zuwa Li Auto, Xpeng da Tesla suna fuskantar gasa mai tsauri a tsakaninsu a cikin yakin farashin.
Moody's na sa ran masana'antar za ta kai kashi 4.5 zuwa 5 bisa dari na jimillar kayayyakin gida na kasar Sin a shekarar 2030, wanda zai rama yankunan da ba su da karfi na tattalin arziki kamar bangaren kadarori.
Moody's ya yi gargadin a cikin rahoton cewa, kasadar geopolitical na iya kawo cikas ga ci gaban sarkar darajar NEV ta kasar Sin, yayin da masu hada motoci da masu kera kayayyaki ke fuskantar shingen ciniki a kasuwannin fitar da kayayyaki na ketare.
Hukumar Tarayyar Turai tana binciken motocin lantarki da China ke yi kan tallafin da ake zargin jihohi ke yi wanda ke illa ga masu kera Turai.Binciken na iya haifar da haraji fiye da daidaitattun adadin kashi 10 cikin 100 na Tarayyar Turai, in ji Moody's.
UBS ta yi hasashen a watan Satumba cewa masu kera motoci na kasar Sin za su sarrafa kashi 33 na kasuwannin duniya nan da shekarar 2030, kusan ninka kashi 17 cikin dari da suka samu a shekarar 2022.
A cikin rahoton rugujewar UBS, bankin ya gano cewa, sedan mai tsaftar wutar lantarki ta BYD yana da fa'idar samarwa fiye da Model 3 na Tesla da aka taru a babban yankin kasar Sin.Rahoton ya kara da cewa kudin gina Seal, abokin hamayyar Model 3, ya ragu da kashi 15 cikin dari.
"Tariffs ba zai hana kamfanonin kasar Sin gina masana'antu a Turai ba kamar yadda BYD da [masu kera batir] CATL ke yin [haka]," in ji kungiyar sufuri & muhalli ta Turai a cikin wani rahoto a watan da ya gabata."Manufar ya kamata ta kasance don gano sassan samar da kayayyaki na EV a Turai yayin da ake hanzarta tura EV, don kawo cikakkiyar fa'idar tattalin arziki da sauyin yanayi."
Lokacin aikawa: Afrilu-18-2024
