Imfazwe yaseTshayina ye-EV: kuphela ababomeleleyo abaya kusinda njenge-BYD, ubukhosi bukaXpeng bukhupha abazenzisi abali-15 phakathi kokutya.

Iyonke iCapital ephakanyisiweyo idlule kwi-100 yeebhiliyoni zeeyuan, kwaye intengiso yelizwe ekujoliswe kuyo ye-6 yezigidi zeeyunithi ezibekelwe i-2025 sele idluliwe.

Ubuncinci i-15 ethembisayo ekuqaleni kwe-EV kunye nomthamo wemveliso wonyaka odityanisiweyo weeyunithi ezili-10 lezigidi mhlawumbi ziye zawa okanye zaqhutyelwa kumda wokutshona.

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UVincent Kong uwangawangisa ibrashi ethambileyo-ethambileyo njengoko esusa uthuli kwi-WM yakhe W6, iisithuthi sombane sombaneathe wazisola ngokuthenga kwakhe ukusukela ngexesha ubutyebi bomenzi bemoto buguquka buba mandundu.

“UkubaWMkwakuza kuvalwa [ngenxa yokuxinana kwemali], ndandiya kunyanzeleka ukuba ndithenge imoto entsha [yombane] ukuze ithathe indawo ye-W6 ngenxa yokuba iinkonzo zasemva kokuthengiswa kwenkampani zaziza kunqunyanyiswa,” watsho umabhalane waseShanghai, owachitha malunga nama-200 000. yuan (US$27,782) xa wayethenga iSUV kwiminyaka emibini edlulileyo."Okubaluleke ngakumbi, kuya kuba neentloni ukuqhuba imoto eyakhiwe ngemarque engaphumeleliyo."

Yasekwa ngo-2015 nguFreeman Shen Hui, owayesakuba yi-CEO yeIqela leZhejiang Geely Holding, I-WM iye yajamelana neengxaki zemali ukususela kwisiqingatha sesibini se-2022 kwaye yahlaselwa ekuqaleni kukaSeptemba kulo nyaka xa i-US $ 2 yebhiliyoni ye-reverse-yokuhlanganisa isivumelwano kunye ne-Hong Kong ebhalwe ngu-Apollo Smart Mobility yawa.

I-WM ayinguye yedwa umntu ongakwaziyo ukufikelela kwimarike ye-EV emhlophe eshushu, apho uninzi lwabenzi beemoto abaneelayisensi ezingama-200 – kuqukwa nabadibanisi bepetroli abasokola ukufudukela kwii-EVs – bezamana nokuzuza indawo.Kwimarike yemoto apho iipesenti ezingama-60 kuzo zonke izithuthi ezitsha ziya kuba ngumbane ngo-2030, kuphela abahlanganisi abaneepokotho ezinzulu, ezona modeli ziqaqambileyo kwaye zihlaziywa rhoqo, kulindeleke ukuba ziphile.

Oku kuphumayo kusongela ukujika kube sisikhukula kunye nobuncinci be-15 ethembisayo ye-EV yokuqala kunye nomthamo wemveliso wonyaka odityanisiweyo we-10 lezigidi zeeyunithi eziye zawa okanye zaqhutyelwa kumngcipheko wokutshona njengoko abadlali abakhulu befumana isabelo semarike, ukushiya abakhuphisana abancinci njenge-WM ukuba balwele i-scraps, ngokwezibalo ze-China Business News.

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Umnini we-EV u-Kong uvumile ukuba i-18,000 ye-yuan (i-US $ 2,501) yenkxaso karhulumente, ukukhululwa kwirhafu yokusetyenziswa okunokonga ngaphezu kwe-20,000 ye-yuan kunye nepleyiti yelayisensi yemoto yasimahla ebandakanya i-90,000 ye-yuan kwi-savings, yayizizizathu eziphambili zesigqibo sakhe sokuthenga.

Nangona kunjalo, umanejala ophakathi oneminyaka engama-42 nenkampani karhulumente ngoku uvakalelwa kukuba ibingesosigqibo sobulumko kuba bekunokufuneka achithe imali ekuthengeni umntu oza kungena endaweni yakhe, ukuba inkampani ibinokusilela.

I-Shanghai-based WM Motor yayidla ngokuba ngumntwana we-EV boom e-China njengenkunzi ye-venture kunye nabatyali-mali babucala bagalela i-yuan eqikelelwa kwi-40 yebhiliyoni kwicandelo phakathi kuka-2016 no-2022. I-China, ibala i-Baidu, i-Tencent, i-PCCW ye-Hong Kong uRichard Li, i-Macau yongcakazo engasekhoyo uStanley Ho's Shun Tak Holdings kunye nefemu yotyalo-mali ephezulu ye-Hongshan phakathi kwabatyali-mali bayo bokuqala.

Uluhlu lwe-WM aluphumelelanga kumnyango ongasemva lwenzakalise isakhono sayo sokunyusa imali kwaye yeza emva kweumkhankaso wokunciphisa iindlekoapho iWM yehlise imivuzo yabasebenzi ngesiqingatha kwaye yavala iipesenti ezingama-90 zeendawo zayo zokubonisa eziseShanghai.Amajelo osasazo asekuhlaleni afana nephephandaba lezemali likarhulumente i-China Business News, axele ukuba i-WM yayikufutshane nokutshona njengoko yayilambile yimali efunekayo yokugcina imisebenzi yayo.

Ukususela ngoko kuye kwavezwa ukuba umthengisi weemoto ezisetyenzisiweyo e-US u-Kaixin Auto uza kungena njengeqhawe elimhlophe emva kwesivumelwano esingazange sibhengezwe ixabiso.

"Ukubekwa kwemveliso yetekhnoloji yefashoni ye-WM Motor kunye nentengiso inomdlalo olungileyo kunye neenjongo zophuhliso lweqhinga likaKaixin," uLin Mingjun, usihlalo kunye ne-CEO yeKaixin, utshilo kwingxelo emva kokubhengeza isicwangciso sokufumana i-WM."Ngokufumana okucetywayo, i-WM Motor iya kufumana ukufikelela kwinkxaso enkulu yemali ukunyusa uphuhliso lweshishini layo lokushukuma ngobuchule."

Ngokweprospectus yokuqala yenkampani, efakwe kwi-stock exchange yaseHong Kong ngo-2022, i-WM yathumela ilahleko ye-4.1 yeebhiliyoni zeeyuan ngo-2019 eyandisa iipesenti ezingama-22 ukuya kwi-5.1 yeebhiliyoni zeeyuan kunyaka olandelayo kwaye yaya kuthi ga kwi-8.2 yeebhiliyoni zeeyuan ngo-2021 umthamo wentengiso unqabile.Kunyaka ophelileyo, i-WM ithengise kuphela iiyunithi ze-30,000 kwimarike yelizwe ekhula ngokukhawuleza, ukuhla kweepesenti ze-33.

Ubuninzi beenkampani, ukusukela kwi-WM Motor kunye ne-Aiways ukuya kwi-Enovate Motors kunye ne-Qiantu Motor, sele ziseke amaziko emveliso kulo lonke ilizwe laseTshayina elikwaziyo ukukhupha i-3.8 yezigidi zeeyunithi ngonyaka emva kokuba inkunzi iyonke eqokelelweyo idlule kwi-100 yeebhiliyoni zeeyuan, ngokutsho Iindaba zeShishini laseTshayina.

Ithengiso yesizwe ekujoliswe kuyo yeeyunithi ezizigidi ezi-6 ngo-2025, ebekwe nguMphathiswa wezoShishino kunye neTeknoloji yoLwazi ngo-2019, sele idlulile.Ukuhanjiswa kweemoto ezicocekileyo zombane kunye ne-plug-in hybrid yokusetyenziswa kwabakhweli e-China kulindeleke ukuba zitsibe iipesenti ezingama-55 ukuya kwi-8.8 yezigidi zeeyunithi kulo nyaka, umhlalutyi we-UBS uPaul Gong ubikezele ngo-Epreli.

Ii-EVs kuqikelelwa ukuba zenze malunga nesithathu semithamo yentengiso yemoto entsha kwilizwe laseTshayina ngo-2023, kodwa oko kunokunganeli ukugcina ukusebenza kwabaninzi abenzi be-EV abatshiza iibhiliyoni kuyilo, imveliso kunye neendleko ezinxulumene nentengiso.

“Kwimarike yaseTshayina, uninzi lwabenzi be-EV bathumela ilahleko ngenxa yokhuphiswano oluqatha,” utshilo uGong."Uninzi lwabo lucaphule i-lithium ephezulu [isixhobo esiphambili esisetyenziswa kwiibhetri ze-EV] njengesona sizathu sokusebenza kakubi, kodwa bebengenzi ngeniso naxa amaxabiso e-lithium ethe tyaba."

I-Shanghai Auto Show ngo-Epreli yabona i-WM, kunye nabanye abahlanu abaqalayo abaziwayo-Evergrande New Energy Auto, I-Qiantu Motor, i-Aiways, i-Enovate Motors kunye ne-Niutron - ukutsiba isiganeko somboniso weentsuku ezili-10, umboniso omkhulu welizwe wemoto.

Aba benzi beemoto baye bavala iifektri zabo okanye bayeke ukuthatha iiodolo ezintsha, njengoko imfazwe yexabiso elityumkileyo yathatha umngcipheko wayo kweyona marike inkulu yeemoto kunye ne-EV.

Ngokuchasene kakhulu,Nio,XpengkwayeLi Auto, i-EV yokuqala ye-EV yokuqala yelizwe, yatsalela izihlwele ezikhulu kwiiholo zabo ezigubungela malunga ne-3,000 yeemitha ze-square yendawo yomboniso nganye, ngokungabikho komenzi wemoto wase-US uTesla.

Abenzi be-EV abaphezulu eTshayina

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"Imakethi ye-EV yaseTshayina ine-bar ephezulu," kusho uDavid Zhang, unjingalwazi otyeleleyo kwiKholeji yaseHuanghe yeSayensi kunye neTekhnoloji eZhengzhou, kwiphondo laseHenan.“Inkampani kufuneka inyuse imali eyaneleyo, iphuhlise iimveliso ezomeleleyo kwaye idinga iqela elisebenzayo lokuthengisa ukuze liphile kwimakethi ye-cutthroat.Xa nabani na kubo ezamana nobunzima benkxaso-mali okanye ukuswela imali, iintsuku zabo zibaliwe ngaphandle kokuba banokufumana imali entsha. ”

Isantya sokukhula koqoqosho lwase-China siye sacotha kule minyaka isibhozo idlulileyo, isenziwa mandundu sisicwangciso sikarhulumente esibizwa ngokuba yi-zero-Covid isicwangciso esikhokelele ekuncipheni kwemisebenzi kuwo onke amacandelo obugcisa, ipropathi kunye nokhenketho.Oko kukhokelele ekwehleni kwenkcitho ngokubanzi, njengoko abathengi berhoxisa ukuthengwa kwezinto zamatikiti amakhulu njengeemoto kunye nezindlu.

Kwii-EVs ngokukodwa, ukhuphiswano lutyekele ekuthandeni abadlali abakhulu, abanokufikelela kwiibhetri ezisemgangathweni ongcono, uyilo olungcono, kunye nohlahlo lwabiwo-mali olukhulu lwentengiso.

UWilliam Li, umseki kunye ne-CEO ye-Nio, uqikelele ngo-2021 ukuba ubuncinane i-40 yebhiliyoni ye-yuan ye-capital iya kufuneka ukuba i-EV iqaliswe ukuze ibe nenzuzo kunye nokuzimela.

U-He Xiaopeng, i-CEO ye-Xpeng, uthe ngo-Epreli ukuba kuphela abahlanganisi beemoto zombane ezisibhozo kuphela eziya kuhlala ngo-2027, kuba abadlali abancinci abayi kukwazi ukusinda kukhuphiswano olunzima kwishishini elikhula ngokukhawuleza.

“Kuya kubakho imijikelo emininzi yokushenxiswa okukhulu (kwabenzi beemoto) phakathi kotshintsho kushishino lweemoto ekufakeni umbane,” utshilo."Wonke umdlali kufuneka asebenze nzima ukunqanda ukuhlehla kwiligi."

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Akakho u-Nio okanye uXpeng enze inzuzo okwangoku, ngelixa i-Li Auto ibinika ingxelo ngengeniso yekota kuphela ukusukela kwikota kaDisemba kulo nyaka uphelileyo.

"Kwimarike eguquguqukayo, ukuqala kwe-EV kufuneka yenze i-niche yokwakha isiseko sabo sabathengi," watsho umongameli we-Nio uQin Lihong.“UNio, njengomenzi we-EV ophambili, uzakuma angagungqi ekusibekeni njengabantu abakhuphisana neentlobo zeemoto zepetroli ezifana neBMW, Mercedes-Benz kunye ne-Audi.Sisazama ukudibanisa indawo yethu kwicandelo leemoto eziphambili. "

Abadlali abancinci bajonge phesheya emva kokusilela ukwenza izinto ezibalulekileyo kwimarike yasekhaya.UZhang weKholeji yeNzululwazi kunye neTekhnoloji yaseHuanghe uthe abahlanganisi be-EV baseTshayina ababezabalazela ukufumana indawo kwimarike yasekhaya babesiya phesheya kwilinge lokurhwebesha abatyali-mali abatsha, njengoko babesilwa ukuze baphile.

I-Enovate Motors esekwe eZhejiang, engabaleli phakathi kwabenzi be-EV abaphezulu baseTshayina, ibhengeze isicwangcisoukwakha umzi-mveliso eSaudi Arabia, kulandela utyelelo lukaMongameli uXi Jinping ebukumkanini ekuqaleni kwalo nyaka.Umenzi wemoto, obala i-Shanghai Electric Group njengomtyalo-mali wokuqala, usayine isivumelwano kunye nabasemagunyeni base-Saudi Arabia kunye ne-joint-venture partner Sumou ukuseka isityalo se-EV esinomthamo wonyaka weeyunithi ze-100,000.

Omnye umdlali omncinci, i-Shanghai-based Human Horizons, umenzi we-EV obutofotofo ohlanganisa iimoto ezixabisa i-US $ 80,000, waseka i-US $ 5.6 yebhiliyoni yeshishini kunye nomphathiswa wotyalo-mali wase-Saudi Arabia ngoJuni ukwenza "uphando lwezemoto, uphuhliso, imveliso kunye nokuthengisa".I-Human Horizon ye-brand eyodwa ye-HiPhi ayibonakali kuluhlu lwe-EVs yase-China ephezulu ye-15 malunga nokuthengiswa kwenyanga.

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"Ngaphezu kweshumi elinambini abenzi beemoto abangaphumelelanga bavule amasango ezikhukula amakhulu abantu abalahlekileyo ukuba bavele kwiminyaka emibini ukuya kwemithathu ezayo," utshilo uPhate Zhang, umseki weCnEVPost, umboneleli wedatha yemoto yombane esekwe eShanghai."Uninzi lwabadlali abancinci be-EV e-China, ngenkxaso yemali kunye nemigaqo-nkqubo evela koorhulumente basekhaya, basasokola ukuphuhlisa nokwakha iimoto zombane zesizukulwana esilandelayo phakathi kwenjongo yokungathathi hlangothi kwekhabhoni yaseChina.Kodwa bazimisele ukuba baphele xa bephelelwe yimali. ”

I-Byton, isiqalo se-EV exhaswa ngurhulumente wesixeko saseNanjing kunye neqela likarhulumente le-FAW elenza iimoto, lifake isicelo sokubhanga ngoJuni walo nyaka emva kokuba lisilele ukuqalisa ukuvelisa imodeli yalo yokuqala, i-M-Byte yemoto esetyenziswa kwezemidlalo eyenza ekuqaleni kumboniso weeMoto waseFrankfurt ngo-2019.

Ayizange ihambise imoto egqityiweyo kubathengi ngelixa iyunithi yeshishini layo eliphambili, iNanjing Zhixing New Energy Vehicle Technology Development, yanyanzelwa ukuba ibhengeze emva kokumangalelwa ngumbolekisi.Oku kulandela kunyaka ophelileyoukufayila ngokungenamaliyiBeijing Judian Travel Technology, intsebenziswano phakathi kwe-Chinese ride-hailing giant Didi Chuxing kunye ne-Li Auto.

"Iintsuku ezinemvula ziphambi kwabo badlali bancinci bangenabo abatyali-mali bomelele ukuba baxhase uyilo lwemoto yabo kunye nokwenza," utshilo uCao Hua, iqabane kwi-Shanghai-based equity firm Unity Asset Management, etyala imali kwiifemu zokubonelela ngezithuthi."I-EV lishishini elityala imali eninzi kwaye ithwele umngcipheko omkhulu kwiinkampani, ngakumbi ezo ziqalo ezingakhange zikhulise ulwazi lwazo lwentengiso kule ntengiso ikhuphisanayo."


Ixesha lokuposa: Oct-09-2023

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