Nkhondo ya EV yaku China: olimba okha ndi omwe adzapulumuke monga BYD, kulamulira kwa Xpeng kugwetsa odzinyenga 15 pakati pa glut

Chuma chonse chokwezedwa chadutsa yuan biliyoni 100, ndipo cholinga chogulitsa dziko lonse cha magawo 6 miliyoni omwe akhazikitsidwa mu 2025 chadutsa kale.

Osachepera 15 oyambitsa EV omwe adalonjeza kamodzi omwe ali ndi mphamvu zophatikizira pachaka za mayunitsi 10 miliyoni mwina agwa kapena atsala pang'ono kulephera.

Chithunzi 1

Vincent Kong akugwedeza burashi yofewa pamene akuchotsa fumbi pa WM W6 yake, angalimoto yamagetsi yamagetsiamene adanong'oneza bondo ndi kugula kwake kuyambira pomwe chuma cha wopanga galimoto chidayamba kuipiraipira.

“NgatiWMkuti atseke [chifukwa cha kufinyidwa kwachuma], ndikakamizika kugula galimoto yatsopano [yamagetsi] kuti ilowe m’malo mwa W6 chifukwa ntchito za kampaniyo zikatha kugulitsidwa zikaimitsidwa,” anatero kalaliki wa Shanghai, yemwe anawononga pafupifupi 200,000. yuan (US$27,782) pamene adagula SUV zaka ziwiri zapitazo."Koposa zonse, zingakhale zochititsa manyazi kuyendetsa galimoto yomangidwa ndi malo olephera."

Yakhazikitsidwa mu 2015 ndi Freeman Shen Hui, CEO wakale waZhejiang Geely Holding Group, WM yakhala ikulimbana ndi mavuto azachuma kuyambira theka lachiwiri la 2022 ndipo idakumana ndi vuto koyambirira kwa Seputembala chaka chino pomwe mgwirizano wake wophatikizananso ndi 2 biliyoni wa US $ 2 biliyoni ndi Apollo Smart Mobility waku Hong Kong unagwa.

WM sindiye yekhayo amene amalephera kukwanitsa pamsika waku China wotentha wa EV, pomwe opanga magalimoto opitilira 200 omwe ali ndi chilolezo - kuphatikiza ophatikiza amafuta amafuta omwe akuvutika kuti asamukire ku ma EV - akulimbana kuti apeze phindu.Pamsika wamagalimoto omwe 60 peresenti ya magalimoto onse atsopano adzakhala amagetsi pofika chaka cha 2030, osonkhanitsa okha omwe ali ndi matumba ozama kwambiri, owoneka bwino kwambiri komanso osinthidwa kawirikawiri, akuyembekezeka kukhala ndi moyo.

Kutuluka kumeneku kukuwopseza kusandutsa kusefukira kwa madzi ndi ma EV oyambira 15 omwe amalonjeza kamodzi pachaka ndi mphamvu zophatikizira zapachaka za mayunitsi 10 miliyoni omwe agwa kapena kuthamangitsidwa mpaka kulephera kuchita bwino pomwe osewera akulu adapeza msika, kusiya otsutsana ang'onoang'ono ngati WM kuti amenyane ndi zinyalala, malinga ndi mawerengedwe a China Business News.

图片 2

Mwiniwake wa EV Kong adavomereza kuti ndalama zokwana 18,000 yuan (US $ 2,501) zaboma, kusapereka msonkho wogwiritsa ntchito zomwe zitha kupulumutsa ma yuan opitilira 20,000 komanso ma laisensi agalimoto aulere omwe amasunga ndalama zokwana 90,000, zinali zifukwa zazikulu zogulira.

Komabe, manijala wazaka 42 wapakati pakampani yaboma tsopano akuwona kuti sichinali chosankha chanzeru chifukwa angafunike kuwononga ndalama pogula wina, kampaniyo ikalephera.

WM Motor yochokera ku Shanghai inali mwana woyamba wa EV boom ku China ngati likulu lazamalonda komanso osunga ndalama pabizinesi adatsanulira ndalama zokwana 40 biliyoni pagawoli pakati pa 2016 ndi 2022. Kampaniyo, idawonedwa ngati ingapikisane ndi Tesla mu China, amawerengera Baidu, Tencent, PCCW wa tycoon wa Hong Kong Richard Li, wamkulu wa njuga wa Macau Stanley Ho's Shun Tak Holdings ndi kampani yodziwika bwino yogulitsa ndalama ku Hongshan pakati pa omwe adayika ndalama zake zoyambirira.

Mndandanda wa WM womwe unalephera kuseri kwa zitseko udasokoneza luso lake lopeza ndalama ndipo udabwera pambuyo pakekampeni yochepetsera mtengopomwe WM idachepetsa malipiro a antchito ndi theka ndikutseka 90 peresenti ya malo ake owonetsera ku Shanghai.Makanema am'deralo monga nyuzipepala ya boma ya China Business News, adanena kuti WM idatsala pang'ono kugwa chifukwa idasowa ndalama zoyendetsera ntchito zake.

Zadziwika kuti Kaixin Auto wogulitsa magalimoto achiwiri ku US adalowa ngati msilikali woyera kutsatira mgwirizano womwe mtengo wake sunaululidwe.

"Kuyika kwaukadaulo waukadaulo wa WM Motor ndi kuyika chizindikiro kumagwirizana bwino ndi zolinga zachitukuko za Kaixin," a Lin Mingjun, wapampando komanso wamkulu wa Kaixin, adatero m'mawu atalengeza za mapulani opeza WM."Kupyolera mukupeza komwe akufuna, WM Motor ipeza mwayi wothandizidwa ndi ndalama zambiri kuti ipititse patsogolo bizinesi yake yoyenda mwanzeru."

Malinga ndi zomwe kampaniyo idapereka pagulu, yomwe idaperekedwa ku Hong Kong stock exchange mu 2022, WM idayika zotayika za yuan biliyoni 4.1 mu 2019 zomwe zidakulitsa 22% mpaka 5.1 biliyoni chaka chotsatira ndikupitilira 8.2 biliyoni mu 2021 pomwe zidachitika. kuchuluka kwa malonda kudatsika.Chaka chatha, WM idagulitsa magawo 30,000 okha pamsika wakumtunda womwe ukukula mwachangu, kuchepa kwa 33 peresenti.

Makampani akuluakulu, kuyambira WM Motor ndi Aiways mpaka Enovate Motors ndi Qiantu Motor, akhazikitsa kale malo opangira zinthu kudera lonse la China omwe amatha kutulutsa mayunitsi 3.8 miliyoni pachaka ndalama zomwe zidakwezedwa zidapitilira 100 biliyoni, malinga ndi China Business News.

Cholinga cha malonda a dziko lonse cha mayunitsi 6 miliyoni pofika 2025, chomwe chinakhazikitsidwa ndi Unduna wa Zamakampani ndi Zamakono mu 2019, chadutsa kale.Magalimoto onyamula magetsi ndi ma plug-in osakanizidwa kuti agwiritse ntchito ku China akuyembekezeka kulumpha 55 peresenti mpaka mayunitsi 8.8 miliyoni chaka chino, katswiri wa UBS a Paul Gong adaneneratu mu Epulo.

Ma EV akuti apanga pafupifupi gawo limodzi mwa magawo atatu a kuchuluka kwa magalimoto atsopano ku China mu 2023, koma izi sizingakhale zokwanira kupititsa patsogolo ntchito kwa ambiri opanga ma EV omwe amawononga mabiliyoni ambiri pamapangidwe, kupanga ndi mtengo wokhudzana ndi malonda.

"Msika waku China, ambiri opanga ma EV akutumiza zotayika chifukwa cha mpikisano wowopsa," adatero Gong."Ambiri a iwo anatchula mitengo ya lithiamu yapamwamba [chinthu chofunika kwambiri chomwe chimagwiritsidwa ntchito mu mabatire a EV] monga chifukwa chachikulu cha kusagwira bwino ntchito, koma sanali kupanga phindu ngakhale pamene mitengo ya lithiamu inali yathyathyathya."

The Shanghai Auto Show mu April adawona WM, pamodzi ndi zina zisanu zodziwika bwino zoyambira -Evergrande New Energy Auto, Qiantu Motor, Aiways, Enovate Motors ndi Niutron - kulumpha chochitika cha masiku 10, chiwonetsero chachikulu kwambiri cha magalimoto mdziko muno.

Opanga magalimotowa atseka mafakitole awo kapena kusiya kutenga maoda atsopano, chifukwa nkhondo yamtengo wapatali idawononga msika waukulu kwambiri wamagalimoto padziko lonse lapansi ndi EV.

Mosiyana kwambiri,Ndiwo,XpengndiLi Auto, oyambitsa atatu apamwamba kwambiri a EV kumtunda, adakokera unyinji waukulu ku holo zawo zomwe zidaphimba pafupifupi 3,000 masikweya mita a malo owonetsera, pakalibe wopanga magalimoto waku US Tesla.

Opanga ma EV apamwamba kwambiri ku China

Chithunzi 3

"Msika waku China EV uli ndi bar yayikulu," atero a David Zhang, pulofesa woyendera ku Huanghe Science and Technology College ku Zhengzhou, m'chigawo cha Henan."Kampani imayenera kupeza ndalama zokwanira, kupanga zinthu zolimba komanso ikufunika gulu logulitsa bwino kuti lipulumuke pamsika wamakono.Winawake akamalimbana ndi mavuto azandalama kapena kusabereka bwino, masiku awo amawerengedwa pokhapokha atalandira ndalama zatsopano. ”

Kukula kwachuma ku China kwatsika m'zaka zisanu ndi zitatu zapitazi, kukulitsidwa ndi njira ya boma yomwe imatchedwa zero-Covid zomwe zapangitsa kuti ntchito zichepetse m'magawo onse aukadaulo, katundu ndi zokopa alendo.Izi zadzetsa kutsika kwa ndalama, pomwe ogula adachedwetsa kugula zinthu zamatikiti akulu monga magalimoto ndi malo.

Kwa ma EV makamaka, mpikisano umasokonekera mokomera osewera akulu, omwe ali ndi mwayi wopeza mabatire abwinoko, mapangidwe abwinoko, komanso omwe ali ndi ndalama zazikulu zotsatsa.

William Li, woyambitsa nawo limodzi ndi CEO wa Nio, adaneneratu mu 2021 kuti ndalama zosachepera 40 biliyoni zingafunike kuti oyambitsa EV akhale opindulitsa komanso odzidalira.

He Xiaopeng, CEO wa Xpeng, adanena mu April kuti osonkhanitsa magalimoto asanu ndi atatu okha ndi omwe atsala ndi 2027, chifukwa osewera ang'onoang'ono sangathe kupulumuka mpikisano woopsa pamakampani omwe akukula mofulumira.

"Padzakhala kuchotsedwa kwakukulu (kwa opanga magalimoto) pakati pakusintha kwamakampani opanga magalimoto kukhala ndi magetsi," adatero."Wosewera aliyense akuyenera kulimbikira kuti apewe kutsika mu ligi."

Chithunzi 4

Palibe Nio kapena Xpeng omwe adapezapo phindu pano, pomwe Li Auto yakhala ikunena zopeza kotala kuyambira kotala ya Disembala chaka chatha.

"Pamsika wokhazikika, oyambitsa ma EV akuyenera kupanga malo opangira makasitomala awo," adatero Purezidenti wa Nio Qin Lihong."Nio, monga wopanga ma EV apamwamba, adzaima nji potiyika ngati otsutsana ndi magalimoto amafuta monga BMW, Mercedes-Benz ndi Audi.Tikuyesetsabe kuphatikizira gawo lathu mu gawo lamagalimoto apamwamba. "

Osewera ang'onoang'ono akuyang'ana kutsidya kwa nyanja atalephera kuchita bwino pamsika wakunyumba.Zhang wa ku Huanghe Science and Technology College adati ophatikiza ma EV aku China omwe akuvutika kuti apeze msika wakunyumba akupita kumayiko ena pofuna kukopa osunga ndalama atsopano, pomwe akulimbana kuti apulumuke.

Zhejiang-based Enovate Motors, yomwe sikhala pakati pa opanga ma EV apamwamba aku China, yalengeza mapulanikumanga fakitale ku Saudi Arabia, kutsatira ulendo wa boma wa Purezidenti Xi Jinping ku ufumu kumayambiriro kwa chaka chino.Wopanga magalimoto, yemwe amawerengera Shanghai Electric Group ngati woyambitsa ndalama woyamba, adasaina mgwirizano ndi akuluakulu aku Saudi Arabia komanso mnzake wa Sumou kuti akhazikitse chomera cha EV chokhala ndi mayunitsi a 100,000 pachaka.

Wosewera wina wachichepere, ku Shanghai-based Human Horizons, wopanga ma EV apamwamba omwe amasonkhanitsa magalimoto amtengo wa US $ 80,000, adakhazikitsa US $ 5.6 biliyoni ndi Unduna wa Zachuma ku Saudi Arabia mu June kuti achite "kafukufuku wamagalimoto, chitukuko, kupanga ndi kugulitsa".Mtundu wokhawo wa Human Horizon HiPhi sichipezeka pamndandanda wa ma EV apamwamba 15 aku China pankhani yogulitsa pamwezi.

Chithunzi 5

"Oposa khumi ndi awiri omwe adalephera kupanga magalimoto atsegula zipata kuti mazana ambiri otayika awonekere zaka ziwiri kapena zitatu zikubwerazi," atero a Phate Zhang, woyambitsa CnEVPost, wopereka data pamagalimoto amagetsi ku Shanghai."Ambiri mwa osewera ang'onoang'ono a EV ku China, mothandizidwa ndi ndalama ndi ndondomeko kuchokera ku maboma am'deralo, akuvutikabe kupanga ndi kupanga magalimoto amagetsi am'badwo wotsatira pakati pa cholinga cha China chosalowerera ndale.Koma akuyembekezeka kukumana ndi mavuto akadzasowa ndalama. ”

Byton, yemwe adayambitsa EV mothandizidwa ndi boma la mzinda wa Nanjing komanso wopanga magalimoto aboma a FAW Group, adasumira ku bankirapuse mu June chaka chino atalephera kuyambitsa mtundu wake woyamba, M-Byte sport-utility galimoto yomwe idapanga. kuwonekera koyamba kugulu mu Frankfurt Motor Show mu 2019.

Sipanapereke galimoto yomalizidwa kwa makasitomala pomwe bizinesi yake yayikulu, Nanjing Zhixing New Energy Vehicle Technology Development, idakakamizika kubweza ndalama pambuyo poimbidwa mlandu ndi wobwereketsa.Izi zikutsatira chaka chathakulemba bankruptcyndi Beijing Judian Travel Technology, mgwirizano pakati pa chimphona cha China Didi Chuxing ndi Li Auto.

"Masiku amvula atsala pang'ono kuti osewera ang'onoang'ono omwe alibe ndalama zolimba kuti athandizire kupanga ndi kupanga magalimoto," atero a Cao Hua, othandizana nawo pakampani yaku Shanghai ya Unity Asset Management, yomwe imayika ndalama m'makampani ogulitsa magalimoto."EV ndi bizinesi yomwe ili ndi ndalama zambiri ndipo imakhala ndi ziwopsezo zazikulu m'makampani, makamaka omwe angoyamba kumene omwe sanadziwitse zamtundu wawo pamsika wampikisanowu."


Nthawi yotumiza: Oct-09-2023

Lumikizani

Tifuuleni
Pezani Zosintha za Imelo