Impi yase-China ye-EV: abanamandla kuphela abayosinda njenge-BYD, ukubusa kuka-Xpeng kukhiphe abazenzisi abayi-15 phakathi kokutholakala kwe-glut

Ingqikithi Yemali eqoqiwe idlule ama-yuan ayizigidi eziyizinkulungwane eziyi-100, kanti umgomo kazwelonke wokuthengisa wamayunithi ayizigidi eziyisi-6 obekelwe u-2025 usudlulile.

Okungenani iziqalo eziyi-15 ze-EV ebezithembisa kanye kanye namandla okukhiqiza ahlangene ngonyaka wamayunithi ayizigidi eziyi-10 ziye zawa noma zafinyelela esiphethweni sokungabi nazikweleti.

Isiqephu 1

UVincent Kong uphakamisa ibhulashi elinamabristle athambile njengoba esusa uthuli ku-WM W6 yakhe, i-animoto kagesi sport-utilityazisole ngokuthenga kwakhe kusukela ngesikhathi izinhlanhla zomenzi wezimoto zishintsha.

“UmaWMuma sekuzovalwa [ngenxa yokucindezela kwezimali], ngangizophoqeleka ukuthi ngithenge imoto entsha [ekagesi] ukuze ithathe indawo ye-W6 ngoba imisebenzi yenkampani ngemva kokuthengisa izomiswa,” kusho umabhalane waseShanghai, owachitha cishe i-200,000. yuan (US$27,782) ngesikhathi ethenga iSUV eminyakeni emibili edlule."Okubaluleke kakhulu, kungaba amahloni ukushayela imoto eyakhiwe nge-marque ehlulekile."

Yasungulwa ngo-2015 nguFreeman Shen Hui, owayeyi-CEO yeI-Zhejiang Geely Holding Group, i-WM ibhekane nezinkinga zezimali kusukela engxenyeni yesibili ka-2022 futhi yabhekana nobunzima ekuqaleni kuka-September kulo nyaka lapho idili layo lokuhlanganisa amadola ayizigidi eziyizinkulungwane ezimbili ne-Apollo Smart Mobility esohlwini lwaseHong Kong liwa.

U-WM akuyena yedwa ongaphumeleli kahle emakethe ye-EV emhlophe eshisayo yaseShayina, lapho abakhiqizi bezimoto abanelayisensi abangaba ngu-200 - okuhlanganisa nabahlanganisa abagubha uphethiloli abazabalaza ukuthuthela kuma-EVs - belwela ukuthola indawo.Emakethe yezimoto lapho amaphesenti angu-60 azo zonke izimoto ezintsha azobe esebenza ngogesi ngo-2030, kuphela izihlanganisi ezinamaphakethe ajulile, amamodeli acwebezelayo futhi abuyekezwa njalo, okulindeleke ukuba aphile.

Lokhu kuphuma kwezindlela zokuphuma kusongela ukuphenduka isikhukhula njengoba okungenani kuqalwa i-EV ethembisayo kanye engu-15 enamandla okukhiqiza ngonyaka ayizigidi eziyi-10 okungenzeka ukuthi abhidlika noma aqhutshelwa onqenqemeni lokungabi nazimali njengoba abadlali abakhulu bezuza isabelo semakethe, kushiya abancintisana abancane abafana ne-WM ukuthi balwele izilahlwa, ngokwezibalo ze-China Business News.

Isiqephu 2

Umnikazi we-EV u-Kong uvumile ukuthi uxhaso lukahulumeni lwama-yuan angu-18,000 (US$2,501), ukukhululwa enteleni engonga ngaphezu kwama-yuan angu-20,000 kanye namapuleti elayisensi yemoto yamahhala ahlanganisa u-90,000 yuan ekongeni, kwakuyizizathu ezibalulekile zesinqumo sakhe sokuthenga.

Kodwa-ke, lo mphathi oneminyaka engu-42 ubudala enkampanini kahulumeni manje unomuzwa wokuthi bekungesona isinqumo esiphusile njengoba kungase kudingeke ukuthi asebenzise imali ukuze athenge omunye umuntu, ukube inkampani ibingaphumelelanga.

I-WM Motor yase-Shanghai yayivame ukuba ngumntwana we-EV boom e-China njengenhloko-dolobha kanye nabatshalizimali abazimele bathululela ama-yuan ayizigidi eziyizinkulungwane ezingu-40 kulo mkhakha phakathi kuka-2016 no-2022. I-China, ibala i-PCCW ka-Baidu, i-Tencent, i-PCCW yenjinga yase-Hong Kong u-Richard Li, isikhulu sokugembula se-Macau esingasekho u-Stanley Ho's Shun Tak Holdings kanye nefemu yokutshala imali esezingeni eliphezulu i-Hongshan phakathi kwabatshalizimali bayo bakuqala.

Uhlu oluhlulekile lwe-WM lwasemuva lwalimaza ikhono layo lokuqongelela imali futhi lweza ngemuvaumkhankaso wokunciphisa izindlekolapho i-WM yehlise amaholo abasebenzi ngesigamu futhi yavala amaphesenti angama-90 ezindawo zayo zokubukisa ezizinze eShanghai.Imithombo yezindaba yasendaweni efana nephephandaba lezezimali likahulumeni i-China Business News, ibike ukuthi i-WM isizoqothuka njengoba iswele izimali ezidingekayo ukuze kuqhutshekwe nokusebenza kwayo.

Sekuvele ukuthi umdayisi wezimoto ezingamasekeni osohlwini lwase-US uKaixin Auto uzongenela njengeqhawe elimhlophe kulandela isivumelwano esingadalulwanga inani laso.

“Ukuma komkhiqizo wobuchwepheshe bemfashini ye-WM Motor nokufaka uphawu kuhambisana kahle nezinjongo zokuthuthukisa amasu ka-Kaixin,” kusho uLin Mingjun, usihlalo kanye ne-CEO ye-Kaixin, esitatimendeni ngemuva kokumemezela uhlelo lokuthola i-WM."Ngokutholwa okuhlosiwe, i-WM Motor izothola ukwesekwa kwezimali okwengeziwe ukuze kuthuthukiswe ukuthuthukiswa kwebhizinisi layo lokuhamba ngobuhlakani."

Ngokuvumelana ne-prospectus yokuqala yenkampani enikeza umphakathi, eyafakwa esitokisini saseHong Kong ngo-2022, i-WM yathumela ukulahlekelwa kwama-yuan ayizigidi eziyizinkulungwane ezingu-4.1 ngo-2019 okwakhulisa ngamaphesenti angama-22 kuya kuma-yuan ayizigidi eziyizinkulungwane ezingu-5.1 ngonyaka olandelayo futhi yadlulela kuma-yuan ayizigidi eziyizinkulungwane ezingu-8.2 ngo-2021 lapho yayo. amanani okuthengisa enqatshiwe.Ngonyaka odlule, i-WM ithengise amayunithi angu-30,000 kuphela emakethe yezwe ekhula ngokushesha, ukwehla ngamaphesenti angu-33.

Izinkampani eziningi, kusukela ku-WM Motor kanye ne-Aiways kuya ku-Enovate Motors kanye ne-Qiantu Motor, sezisungule izindawo zokukhiqiza ezweni lonke laseChina ezikwazi ukukhipha amayunithi ayizigidi ezingu-3.8 ngonyaka ngemva kokuba imali ephelele eqoqwe isingaphezu kwezigidigidi eziyi-100 zamayuan, ngokusho kombiko. I-China Business News.

Umgomo kazwelonke wokuthengisa wamayunithi ayizigidi eziyisi-6 ngo-2025, obekwe uMnyango Wezimboni Nobuchwepheshe Bolwazi ngo-2019, usudlulile.Ukulethwa kwezimoto ezihlanzekile zikagesi kanye ne-plug-in hybrid ezizosetshenziswa abagibeli eChina kulindeleke ukuthi kweqe ngamaphesenti angama-55 kuya ezigidini eziyi-8.8 kulo nyaka, kusho umhlaziyi we-UBS uPaul Gong ngo-Ephreli.

Ama-EV alinganiselwa ukuthi enza cishe ingxenye yesithathu yevolumu entsha yokuthengiswa kwezimoto ezweni laseChina ngo-2023, kodwa lokho kungase kungenele ukusekela ukusebenza kwabakhiqizi abaningi be-EV abakhipha izigidigidi ngezindleko zokuklama, ukukhiqiza kanye nokuthengisa.

"Emakethe yaseShayina, iningi labenzi be-EV bathumela ukulahlekelwa ngenxa yokuncintisana okunamandla," kusho uGong."Iningi labo licaphune i-lithium ephakeme [into ebalulekile esetshenziswa kumabhethri e-EV] njengesizathu esikhulu sokusebenza kabi, kodwa bebengenzi nzuzo ngisho nalapho amanani e-lithium ephansi."

I-Shanghai Auto Show ngo-Ephreli yabona i-WM, kanye nezinye iziqalo ezinhlanu ezaziwayo -I-Evergrande New Energy Auto, I-Qiantu Motor, i-Aiways, i-Enovate Motors ne-Niutron – yeqa umcimbi wombukiso wezinsuku eziyi-10, umbukiso omkhulu wezimoto ezweni.

Laba abenzi bezimoto bavale amafekthri abo noma bayeke ukuthatha ama-oda amasha, njengoba impi yamanani entengo idlangile emakethe enkulu kunazo zonke emhlabeni yezimoto ne-EV.

Ngokuphambene kakhulu,Nio,XpengfuthiLi Auto, iziqalo ezintathu eziphezulu ze-EV ezwekazini, zidonsele izixuku ezinkulu emahholo azo ahlanganisa cishe ama-square metres angu-3,000 wendawo yombukiso, lapho engekho umenzi wezimoto waseMelika uTesla.

Abenzi be-EV abahamba phambili e-China

Isiqephu 3

"Imakethe ye-EV yaseShayina inebha eliphezulu," kusho uDavid Zhang, uprofesa ovakashele eHuanghe Science and Technology College eZhengzhou, esifundazweni saseHenan.“Inkampani kufanele iqoqe imali eyanele, ithuthukise imikhiqizo eqinile futhi idinga ithimba labadayisi elisebenza kahle ukuze iphile kahle emakethe.Lapho noma yimuphi wabo ebhekana nezinkinga zoxhaso noma ukulethwa okungenamsoco, izinsuku zabo zibaliwe ngaphandle uma engathola imali entsha. ”

Izinga lokukhula komnotho waseChina lehlile kule minyaka eyisishiyagalombili edlule, libhebhethekiswa yisu likahulumeni elibizwa nge-zero-Covid eliholele ekuncipheni kwemisebenzi emikhakheni yezobuchwepheshe, impahla kanye nezokuvakasha.Lokho kuholele ekwehleni okujwayelekile kokusetshenziswa kwemali, njengoba abathengi behlehlise ukuthengwa kwezinto zamathikithi amakhulu njengezimoto nezindlu.

Kuma-EV ngokuqondile, ukuncintisana kuchezukile kubadlali abakhulu, abakwazi ukufinyelela kumabhethri ekhwalithi engcono, imiklamo engcono, futhi abanesabelomali sokumaketha esikhulu.

UWilliam Li, umsunguli kanye no-CEO we-Nio, wabikezela ngo-2021 ukuthi kuzodingeka okungenani ama-yuan ayizigidi eziyizinkulungwane ezingama-40 ukuze ukuqaliswa kwe-EV kube nenzuzo futhi kukwazi ukuzimela.

U-He Xiaopeng, oyi-CEO ye-Xpeng, uthe ngo-Ephreli ukuthi kusele izihlanganisi zezimoto zikagesi eziyisishiyagalombili kuphela ngo-2027, ngoba abadlali abancane ngeke bakwazi ukusinda emqhudelwaneni oshubile embonini ekhula ngokushesha.

“Kuzoba nezigameko eziningi zokuqedwa okukhulu (kwabakhiqizi bezimoto) phakathi nokushintsha kwemboni yezimoto ekufakeni ugesi,” usho kanje.“Wonke umdlali kufanele asebenze kanzima ukuze agweme ukudliwa yizembe kuligi.”

Isiqephu 4

Akekho u-Nio noma u-Xpeng oseke wakhiqiza inzuzo okwamanje, kuyilapho i-Li Auto ibilokhu ibika inzuzo yekota kuphela kusukela ngekota kaDisemba wonyaka odlule.

"Emakethe eguquguqukayo, abaqalayo be-EV kufanele bakhe i-niche yokwakha isisekelo samakhasimende abo," kusho umongameli we-Nio u-Qin Lihong.“UNio, njengomkhiqizi we-EV ophambili, uzoma aqine ekusibekeni njengezimbangi zezimoto zikaphethroli ezifana neBMW, Mercedes-Benz ne-Audi.Sisazama ukuhlanganisa unyawo lwethu esigabeni sezimoto eziphambili.”

Abadlali abancane babheke phesheya kwezilwandle ngemuva kokwehluleka ukwenza okubonakalayo emakethe yasekhaya.UZhang waseHuanghe Science and Technology College uthe abahlanganisi be-EV baseChina abebezabalaza ukuthola indawo emakethe yasekhaya bebebheke phesheya ngomzamo wokuheha abatshalizimali abasha, njengoba belwela ukusinda.

I-Enovate Motors ese-Zhejiang, engekho ohlwini lwabakhi be-EV base-China abaphambili, imemezele uhleloukwakha imboni eSaudi Arabia, kulandela ukuvakasha kombuso kukaMongameli uXi Jinping embusweni ekuqaleni kwalo nyaka.Umenzi wezimoto, obala i-Shanghai Electric Group njengomtshali-zimali wokuqala, usayine isivumelwano neziphathimandla zase-Saudi Arabia kanye nozakwethu webhizinisi elihlanganyelwe u-Sumou sokusungula isitshalo se-EV esinomthamo wamayunithi angu-100,000 ngonyaka.

Omunye umdlali omncane, i-Human Horizons esekelwe e-Shanghai, umenzi we-EV kanokusho ohlanganisa izimoto ezinenani lama-US$80,000, usungule ibhizinisi lama-US$5.6 billion nomnyango wokutshalwa kwezimali waseSaudi Arabia ngoJuni ukwenza “ucwaningo lwezimoto, ukuthuthukiswa, ukukhiqiza nokudayisa”.Okuwukuphela komkhiqizo wakwaHuman Horizon i-HiPhi ayiveli ohlwini lwama-EV angu-15 aphezulu e-China ngokuthengiswa kwanyanga zonke.

Isiqephu 5

"Bangaphezu kweshumi nambili abenzi bezimoto abahlulekile bavule amasango ezikhukhula ukuze amakhulu abantu abehluliwe babonakale eminyakeni emibili noma emithathu ezayo," kusho uPhate Zhang, umsunguli we-CnEVPost, inkampani ehlinzeka ngedatha yezimoto zikagesi ezinze eShanghai.“Iningi labadlali abancane be-EV e-China, ngokusekelwa ngokwezimali nangenqubomgomo kohulumeni basekhaya, basazabalaza ukuthuthukisa kanye nokwakha izimoto zikagesi zesizukulwane esilandelayo phakathi nomgomo waseChina wokungathathi hlangothi kwekhabhoni.Kodwa kuzothi uma sebephelelwe yimali bazophuma baphele amandla.”

I-Byton, inkampani esungulwe i-EV esekelwa uhulumeni wedolobha laseNanjing kanye nenkampani kahulumeni i-FAW Group, yafaka isicelo sokuqothuka ngoJuni nonyaka ngemuva kokuhluleka ukuqala ukukhiqiza imodeli yayo yokuqala, iM-Byte sport-utility vehicle. I-debut ku-Frankfurt Motor Show ngo-2019.

Ayizange inikeze amakhasimende imoto ephelile ngenkathi uphiko lwayo lwebhizinisi oluyinhloko, i-Nanjing Zhixing New Energy Vehicle Technology Development, yaphoqeleka ukuthi iqophe ngemuva kokumangalelwa ngumbolekisi.Lokhu kulandela okwangonyaka odluleukufakwa kwe-bankruptcyyi-Beijing Judian Travel Technology, ibhizinisi elihlanganyelwe phakathi kwesikhondlakhondla sase-China esigibelela u-Didi Chuxing kanye no-Li Auto.

“Izinsuku zokuna ziseza kulabo badlali abancane abangenabo abatshalizimali abaqinile ukuze basekele ukwakhiwa nokukhiqizwa kwezimoto zabo,” kusho uCao Hua, uzakwethu enkampanini ezimele ezinze eShanghai, i-Unity Asset Management, etshala imali ezinkampanini ezihlinzeka ngezimoto."I-EV yibhizinisi elidinga imali enkulu futhi ibeka engcupheni enkulu ezinkampanini, ikakhulukazi lezo ezisafufusa ezingakakwazi ukuqwashisa ngemikhiqizo yazo kule makethe encintisana kakhulu."


Isikhathi sokuthumela: Oct-09-2023

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