Ntoa ea EV ea China: ke ba matla feela ba tla pholoha joalo ka BYD, borena ba Xpeng bo leleka baipehi ba 15 har'a tlala ea phepelo.

Kakaretso ea Capital e phahamisitsoeng e fetile li-yuan tse limilione tse likete tse 100, 'me sepheo sa naha sa thekiso ea likarolo tse limilione tse 6 se behiloeng bakeng sa 2025 se se se fetisitsoe.

Bonyane li-eV tse 15 tse neng li ts'episa ho qala tse nang le tlhahiso e kopaneng ea selemo le selemo ea li-unit tse limilione tse 10 li senyehile kapa li se li le mothating oa ho hloka chelete.

Setšoantšo sa 1

Vincent Kong o tsoka borashe bo bonolo ha a ntse a ntša lerōle ho WM W6 ea hae, ankoloi ea motlakase ea papalieo a ikoahlaelang ho reka ha hae ho tloha ha leruo la moetsi oa koloi le ntse le mpefala.

“HaebaWMe ne e le ho koala [ka lebaka la khatello ea lichelete], ke ne ke tla qobelloa ho reka koloi e ncha [ea motlakase] ho nkela W6 sebaka hobane litšebeletso tsa morao-rao tsa k’hamphani li ne li tla emisoa,” ho boletse tlelereke ea Shanghai, e ileng ea sebelisa chelete e ka bang 200 000. yuan (US$27,782) ha a ne a reka SUV lilemong tse peli tse fetileng.Habohlokoa le ho feta, e ka ba ntho e hlabisang lihlong ho khanna koloi e hahiloeng ka lerako le sa sebetseng.

E thehiloe ka 2015 ke Freeman Shen Hui, CEO oa mehleng oaSehlopha sa Zhejiang Geely Holding, WM e 'nile ea tobana le mathata a lichelete ho tloha halofo ea bobeli ea 2022 'me e ile ea e-ba le bothata mathoasong a Loetse selemong sena ha selekane sa eona sa US $ 2 bilione ea ho kopanya le Apollo Smart Mobility e thathamisitsoeng Hong Kong e putlama.

WM ha se eena feela motho ea sa atleheng 'marakeng oa China oa EV o chesang o mosoeu, moo baetsi ba likoloi ba nang le mangolo a mangata a 200 - ho kenyeletsoa le ba bokellang li-petrol-guzzlers ba sokolang ho fallela ho li-EVs - ba ntse ba loanela ho fumana sebaka.Mmarakeng oa likoloi moo liperesente tse 60 tsa likoloi tsohle tse ncha e tla ba tsa motlakase ka 2030, ho lebelletsoe hore ho tla phela feela lipokotho tse nang le lipokotho tse tebileng, tse makatsang le tse nchafalitsoeng khafetsa.

Mokhoa ona oa ho tsoa o sokela ho fetoha moroallo o nang le bonyane li-eV tse 15 tse ts'episang hang ka selemo tse kopaneng tsa tlhahiso ea selemo le selemo ea li-unit tse limilione tse 10 tse senyehileng kapa li se li le mothating oa ho hloka chelete ha libapali tse kholo li ntse li fumana karolo ea 'maraka, ho siea likhang tse nyane joalo ka WM ho loanela likhechana, ho latela lipalo tsa China Business News.

Setšoantšo sa 2

Mong'a EV Kong o lumetse hore lithuso tsa mmuso tsa li-yuan tse 18,000 (US$2,501), ho lokolloa lekhethong la tšebeliso e ka bolokang li-yuan tse fetang 20,000 le lipoleiti tsa mahala tsa laesense ea koloi tse kenyang li-yuan tse 90,000 polokelong, e bile mabaka a bohlokoa a qeto ea hae ea ho reka.

Leha ho le joalo, manejara ea lilemo li 42 ea bohareng ba k'hamphani ea 'muso hona joale o ikutloa e se qeto e bohlale kaha a ka tlameha ho sebelisa chelete ho reka e 'ngoe, haeba k'hamphani e ne e ka hloleha.

WM Motor e thehiloeng Shanghai e kile ea e-ba ngoana oa poster ea EV boom Chaena e le motse-moholo oa khoebo le batseteli ba ikemetseng ba ile ba tšela li-yuan tse hakanyetsoang ho limilione tse likete tse 40 lekaleng pakeng tsa 2016 le 2022. China, e bala Baidu, Tencent, PCCW ea tycoon ea Hong Kong Richard Li, mofu oa papali ea chelete oa Macau Stanley Ho's Shun Tak Holdings le feme ea boemo bo holimo ea matsete ea Hongshan har'a batseteli ba eona ba pele.

Lethathamo la WM le hlolehileng la mamati a ka morao le ile la senya bokhoni ba lona ba ho bokella chelete mme la tla kamora holetšolo la ho fokotsa litšenyehelomoo WM e ileng ea theola meputso ea basebetsi ka halofo mme ea koala liperesente tse 90 tsa likamore tsa eona tsa boithabiso tse thehiloeng Shanghai.Mecha ea litaba ea lehae joalo ka koranta ea mmuso ea lichelete China Business News, e tlalehile hore WM e ne e le haufi le ho putlama kaha e ne e lapile chelete e hlokahalang bakeng sa ho ts'ehetsa ts'ebetso ea eona.

Ho tloha joale ho senotsoe hore morekisi oa likoloi tsa bobeli tse thathamisitsoeng United States Kaixin Auto o ne a tla kenella e le lesole le lesoeu ka mor'a tumellano eo boleng ba eona bo sa kang ba hlahisoa.

"Boemo ba sehlahisoa sa theknoloji ea feshene ea WM Motor le ho hlahisa lihlahisoa li tsamaisana hantle le merero ea ntlafatso ea leano la Kaixin," Lin Mingjun, molula-setulo le CEO oa Kaixin, o boletse polelong kamora ho phatlalatsa morero oa ho fumana WM."Ka theko e reriloeng, WM Motor e tla fumana ts'ehetso ea chelete e ngata ho ntlafatsa nts'etsopele ea khoebo ea eona e bohlale."

Ho latela prospectus ea pele ea tlhahiso ea sechaba ea k'hamphani, e kentsoeng khoebong ea Hong Kong ka 2022, WM e ile ea beha tahlehelo ea li-yuan tse limilione tse likete tse 4.1 ka 2019 e ileng ea atoloha ka liperesente tse 22 ho isa ho li-yuan tse limilione tse likete tse 5.1 selemong se latelang le ho feta ho li-yuan tse limilione tse likete tse 8.2 ka 2021 litheko tsa thekiso li fokotsehile.Selemong se fetileng, WM e ile ea rekisa likarolo tsa 30,000 feela 'marakeng oa naha o hōlang ka potlako, e leng ho fokotseha ha karolo ea 33 lekholong.

Lik'hamphani tse ngata, ho tloha ho WM Motor le Aiways ho ea Enovate Motors le Qiantu Motor, li se li thehile litsi tsa tlhahiso ho pholletsa le naha ea China tse khonang ho ntša li-unit tse limilione tse 3.8 ka selemo kamora hore chelete eohle e phahamisitsoeng e fete li-yuan tse limilione tse likete tse 100, ho latela Litaba tsa Khoebo tsa China.

Pehelo ea naha ea thekiso ea li-unit tse limilione tse 6 ka 2025, e behiloeng ke Lekala la Indasteri le Theknoloji ea Boitsebiso ka 2019, e se e fetisitsoe.Lipalangoang tsa likoloi tse hloekileng tsa motlakase le li-plug-in bakeng sa tšebeliso ea bapalami Chaena li lebelletsoe ho tlola liperesente tse 55 ho isa ho li-unit tse limilione tse 8.8 selemong sena, ho boletse mohlahlobi oa UBS Paul Gong ka Mmesa.

Li-EV li hakanngoa hore li ka etsa karolo ea boraro ea litheko tse ncha tsa thekiso ea likoloi naheng ea China ka 2023, empa hoo ho kanna ha se lekane ho ts'ehetsa ts'ebetso ho baetsi ba bangata ba li-EV ba hlahisang limilione tse likete holima moralo, tlhahiso le litšenyehelo tse amanang le thekiso.

"Mmarakeng oa Chaena, baetsi ba EV ba bangata ba beha tahlehelo ka lebaka la tlholisano e matla," ho boletse Gong."Boholo ba bona ba qotsitse litheko tse phahameng tsa lithium [e leng lisebelisoa tsa bohlokoa tse sebelisoang libetering tsa EV] e le lebaka le ka sehloohong la ts'ebetso e mpe, empa ba ne ba sa etse phaello leha litheko tsa lithium li ne li bataletse."

Shanghai Auto Show ka April e bone WM, hammoho le tse ling tse hlano tse tsebahalang tse qalang -Evergrande New Energy Auto, Qiantu Motor, Aiways, Enovate Motors le Niutron - ho tlola ketsahalo ea matsatsi a 10, e leng pontšo e kholo ka ho fetisisa ea likoloi tsa naha.

Baetsi bana ba makoloi ba koetse lifeme tsa bona kapa ba khaolitse ho nka liodara tse ncha, kaha ntoa ea theko e mpe e ile ea ama 'maraka o moholo oa lefatše oa likoloi le oa EV.

Ka ho fapana haholo,Nio,XpengleLi Auto, li-EV tse tharo tse holimo ka ho fetisisa naheng e kholo, li ile tsa hohela matšoele a maholo ka ho fetisisa liholong tsa bona tse neng li koahela sebaka sa lipontšo tse ka bang 3,000 ka 'ngoe, ho se na moetsi oa likoloi oa United States ea bitsoang Tesla.

Baetsi ba EV ba phahameng ka ho fetisisa Chaena

Setšoantšo sa 3

"Mmaraka oa China EV o na le bar e phahameng," ho boletse David Zhang, moprofesa ea etileng Huanghe Science and Technology College e Zhengzhou, profinseng ea Henan."K'hamphani e tlameha ho bokella chelete e lekaneng, ho hlahisa lihlahisoa tse matla 'me e hloka sehlopha se sebetsang hantle sa thekiso ho phela 'marakeng o fokolang.Ha mang kapa mang oa bona a qabana le mathata a lichelete kapa ho fana ka liphallelo, matsatsi a bona a baloa ntle le haeba a ka fumana chelete e ncha. ”

Mabelo a kholiso ea moruo oa China a theohile lilemong tse robeli tse fetileng, e mpefalitsoe ke leano la mmuso leo ho thoeng ke zero-Covid le entseng hore ho fokotsoe mesebetsi makaleng a theknoloji, thepa le bohahlauli.Sena se lebisitse ho theoheng ha tšebeliso ea chelete ka kakaretso, kaha bareki ba ile ba chechisetsa morao ho reka lintho tsa litekete tse kholo joalo ka likoloi le meaho.

Bakeng sa li-EV ka ho khetheha, tlholisano e sekametse molemong oa libapali tse kholoanyane, tse nang le phihlello ea libeteri tsa boleng bo holimo, meralo e betere, le ho ba le likhakanyo tse kholo tsa papatso.

William Li, mothehi-mmoho le CEO oa Nio, o ile a bolela esale pele ka 2021 hore bonyane li-yuan tse limilione tse likete tse 40 li tla hlokahala bakeng sa ho qala ha EV ho etsa phaello le ho ikemela.

He Xiaopeng, Mookameli oa Xpeng, o boletse ka April hore ho tla sala li-assembler tse robeli feela tsa likoloi tsa motlakase ka 2027, hobane libapali tse nyenyane li ke ke tsa khona ho pholoha tlhōlisano e matla ea indasteri e ntseng e hōla ka potlako.

"Ho tla ba le mekhahlelo e mengata ea pheliso (ea baetsi ba likoloi) nakong ea phetoho ea indasteri ea likoloi ho kenya motlakase," o boletse joalo."Sebapali se seng le se seng se tlameha ho sebetsa ka thata ho qoba ho oela sehlopheng sa liki."

Setšoantšo sa 4

Nio kapa Xpeng ha ba so hlahise phaello, ha Li Auto e ntse e tlaleha phaello ea kotara ho tloha kotara ea December selemong se fetileng.

"'Maraka o matla, li-EV tse qalang li tlameha ho theha sebaka sa ho iketsetsa bareki," ho boletse mopresidente oa Nio Qin Lihong."Nio, joalo ka moetsi oa pele oa EV, o tla ema a tiile ho re beha boemong ba ho ba bahanyetsi ba lihlahisoa tsa likoloi tsa peterole tse kang BMW, Mercedes-Benz le Audi.Re ntse re leka ho kopanya boemo ba rona karolong ea likoloi tsa pele. ”

Libapali tse nyane li shebile mose ho maoatle ka mor'a ho hloleha ho kenella haholo 'marakeng oa lapeng.Zhang oa Huanghe Science and Technology College o itse bakopanyi ba EV ba Machaena ba neng ba sokola ho fumana sebaka 'marakeng oa lehae ba habile kantle ho naha ka sepheo sa ho hohela batseteli ba bacha, ha ba ntse ba loanela ho phela.

Enovate Motors e thehiloeng ho Zhejiang, e sa beheng har'a baetsi ba pele ba China EV, e phatlalalitse leano la hohaha fektheri Saudi Arabia, ho latela ketelo ea mmuso ea Mopresidente Xi Jinping ho etela 'muso pejana selemong sena.Moetsi oa likoloi, ea nkang Shanghai Electric Group e le motseteli oa pele, o saenetse tumellano le ba boholong Saudi Arabia le molekane oa kopanelo Sumou ho theha semela sa EV se nang le matla a selemo le selemo a li-unit tsa 100,000.

Sebapali se seng se senyane, Shanghai-based Human Horizons, moetsi oa EV ea majabajaba ea kopanyang likoloi tse theko e tlase ho US $ 80,000, o thehile khoebo ea US $ 5.6 billion le lekala la matsete la Saudi Arabia ka Phuptjane ho etsa "lipatlisiso tsa likoloi, nts'etsopele, tlhahiso le thekiso".Letšoao le le leng la Human Horizon HiPhi ha le hlahe lethathamong la li-EV tse 15 tse holimo tsa China mabapi le thekiso ea khoeli le khoeli.

Setšoantšo sa 5

"Baetsi ba makoloi ba fetang leshome le metso e 'meli ba hlolehileng ba butse likhohola hore batho ba makholo ba lahleheloe ke bona lilemong tse peli ho isa ho tse tharo tse tlang," ho boletse Phate Zhang, mothehi oa CnEVPost, mofani oa lintlha tsa makoloi a Shanghai."Bongata ba libapali tse nyane tsa EV naheng ea China, ka tšehetso ea lichelete le maano ho tsoa ho mebuso ea lehae, ba ntse ba sokola ho theha le ho aha likoloi tsa motlakase tsa moloko o latelang har'a sepheo sa China sa ho se nke lehlakore.Empa ba ikemiselitse ho fela hang ha ba felloa ke chelete. ”

Byton, e leng setsi sa khoebo sa EV se tšehelitsoeng ke mmuso oa toropo ea Nanjing le moetsi oa makoloi oa mmuso oa FAW Group, o ile a hlahlela molato ka Phuptjane selemong sena kamora hore e hlolehe ho qala tlhahiso ea mofuta oa eona oa pele, koloi ea lisebelisoa tsa lipapali tsa M-Byte. ho qala ho Frankfurt Motor Show ka 2019.

Ha ho mohla e kileng ea fana ka koloi e felileng ho bareki ha setsi sa eona se seholo sa khoebo, Nanjing Zhixing New Energy Vehicle Technology Development, e ile ea qobelloa ho putlama ka mor'a ho qosoa ke mokoloto.Sena se latela sa ngoaholaho kenya chelete ka cheleteka Beijing Judian Travel Technology, khoebo e kopanetsweng pakeng tsa senatla sa China se rorisang Didi Chuxing le Li Auto.

"Matsatsi a lipula a atametse bakeng sa libapali tse nyane tse se nang bo-ramatsete ba matla ho ts'ehetsa moralo le tlhahiso ea likoloi tsa bona," ho boletse Cao Hua, molekane oa feme e ikemetseng e ikemetseng ea Unity Asset Management e thehiloeng Shanghai, e tsetelang ho lifeme tsa phepelo ea likoloi."EV ke khoebo e kenyang chelete e ngata 'me e na le likotsi tse kholo bakeng sa lik'hamphani, haholo-holo tse qalang tse sa kang tsa etsa tlhokomeliso ea mabitso a tsona' marakeng ona o hlolisanoang haholo."


Nako ea poso: Oct-09-2023

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