IiOEM zaseTshayina ezifana ne-BYD Auto kunye ne-Geely, ezitshintshele kwi-NEVs kwangoko, ngabadlali abanamandla.
Ishishini leemoto laseTshayina liye labuyela umva kwiinyanga zamva nje, kunye nokuthengiswa kwehlabathi ngabavelisi belizwe behla nge-5% ngonyaka kunyaka ngamnye kaJulayi nango-Agasti, kunye ne-2% ngoSeptemba ngokohlalutyo lwedatha yentengiso yabakhweli kunye neyorhwebo ehlanganiswe yiChina Association of Automobile Manufacturers (CAAM). Oku konyusa uxinzelelo ngakumbi kubenzi-zimveliso balapha ekhaya ekudala bemiselwe kunye namashishini adibeneyo angaphandle.
Ukuthengiswa kwezithuthi kukonke kwiinyanga ezilithoba zokuqala zika-2024 bekusanyuke nje ngaphezulu kwe-2% ukuya kwi-21.571 yezigidi zeeyunithi ukusuka kwi-21.069 yezigidi ngexesha elifanayo kulo nyaka uphelileyo. Ukuthengiswa kwezithuthi ezilula kunyuke nge-3% ukuya kwi-18.679 yezigidi zeeyunithi ngelixa ukuthengiswa kwezithuthi zorhwebo kwehle nge-2% ukuya kwi-2.892 yezigidi zeeyunithi. Imithamo iyonke ixhaswe kukunyuka kwe-27% kwiiyunithi ezithunyelwa ngaphandle ukuya kwi-4.312 yezigidi zeeyunithi, kubandakanywa ukunyuka kwe-12% kwizithuthi ezitsha zamandla (NEV) ezithunyelwayo - ezibandakanya ikakhulu ii-BEV kunye ne-plug-in hybrids electric vehicles (PHEVs), ukuya kwiiyunithi ezingama-968,000. Ukuthengiswa kwasekhaya, ngakolunye uhlangothi, kwehle nge-5% ukuya kwi-17.259 yezigidi zeeyunithi ukusuka kwi-18.183 yezigidi, kuquka ne-7.392 yezigidi ze-NEV.
Urhulumente waseTshayina wongeze amanyathelo okuvuselela imarike ekuqaleni kwalo nyaka ekuphenduleni inkcitho yeflegi yabathengi - eyanciphisa ukukhula kwe-GDP ukuya kwi-4.7% unyaka nonyaka kwikota yesibini ukusuka kwi-5.3% kwikota yokuqala. Ekupheleni kukaJulayi urhulumente waseTshayina waphinda kabini inkxaso-mali enye ye-CNY10,000 (i-US$1,400) eyaziswa ngo-Epreli ukuya kwi-CNY20,000 yabathengi abarhweba kwiinqwelo ze-ICE ezindala ukuze zilungele ii-EV ezintsha. Oorhulumente bemimandla baneenkqubo zabo zokuvuselela, ngelixa ibhanki ephakathi iqhubeka nokukhuthaza ababolekisi ukuba banciphise iimfuno zokuhlawula imali kwimali mboleko yezithuthi kunye nokunciphisa inzala.
Imisebenzi yabenzi bezithuthi ngabanye iye yahluka kakhulu kulo nyaka, kunye neenkampani ezifana ne-BYD Auto kunye ne-Geely ezitshintshele kwi-NEVs kwangoko xa ziqhuba kakhulu. I-BYD, ngoku egxile ngokupheleleyo kwii-NEVs, yabona intengiso yehlabathi inyuka ngama-32% ukuya kwi-2,747,875 yeeyunithi ze-YTD, kubandakanywa nokutsiba kwe-105% kwiintengiso zaphesheya ukuya kwiiyunithi ezingama-297,881.
Ukuthengiswa kweqela leGeely kwiinyanga ezilithoba kuzo zonke iibrendi kwihlabathi jikelele kunyuke nge-21% ukuya kwi-2,319,664 yeeyunithi, ngelixa intengiso yeGreat Wall Motor ibisezantsi kancinci kwiiyunithi ezingama-853,813 - zixhaswe kukunyuka kwama-53% kwintengiso yaphesheya ukuya kwiiyunithi ezingama-324,244 kwaye iyunithi yokuthengisa ye-GAC yehla ukuya kuma-26%, iyunithi ye-1,335,050% yehla.
Ukhuphiswano lonyuke kakhulu kuwo onke amacandelo emarike kulo nyaka uphelileyo, kuquka nee-BEVs, ngesaphulelo esinzulu ngabathengisi kunye neemodeli ezinexabiso eliphantsi eziza emarikeni. Imida kunye nemivuzo iza phantsi koxinzelelo olumandla, okukhokelela ekubeni abavelisi banyuse ukwanda kwabo phesheya kweelwandle.
Amanye amaqela amakhulu aphantsi kolawulo lukarhulumente, aquka iSAIC Motor Corporation kunye neGAC Group, achaze ukwehla kweentengiso kulo nyaka. Ngelixa oku kuchazwa ngokuyinxenye kukusebenza kakubi kakhulu ngamalinge abo angaphandle, imisebenzi yabo yezithuthi ezizezabo ngokupheleleyo nayo iyasokola ukuhambisana notshintsho lwe-NEVs.
Intengiso yehlabathi ye-SAIC Motor esekelwe e-Shanghai yehle ngama-35% ukuya kwi-313,260 yeeyunithi ngoSeptemba kunye ne-22% ukuya kwi-2,649,333 yeeyunithi unyaka ukuya kumhla (YTD), kunye nentengiso ephantsi kwiqela lonke nangona i-15% yonyuka kwintengiso ye-NEV ukuya kwiiyunithi ezingama-748,027. Ukuthengiswa kumazwe angaphandle kwehle nge-12% kwiiyunithi ezingama-739,207. Ukuhanjiswa kwe-SAIC-GM-Wuling kwehle ngaphezulu kwe-5% ukuya kwi-840,009 yeeyunithi, ngelixa i-SAIC Volkswagen's yehle nge-7% ukuya kuma-772,091 iiyunithi kwaye i-SAIC-GM ibike ukuhla kwe-61% ukuya kwiiyunithi ezingama-278,485.
I-SAIC-VW kunye ne-SAIC-GM zombini zithengise iimoto ezingaphezu kwezigidi ezibini ngonyaka kwincopho yazo kwiminyaka nje esi-7-8 eyadlulayo, imiqulu ephindwe kabini yangoku. Enye indibaniselwano enkulu yeVW, iFAW-VW, iye yehla nangakumbi kulo nyaka – kuqikelelwa ukuba i-17% yehlile ukuza kuthi ga ngoku. IQela le-GAC elisekelwe e-Guangzhou, elinamashishini adibeneyo kunye ne-Honda kunye ne-Toyota, libike ukuhla kwe-26% ukuya kwiiyunithi ze-1,152,424.
Iibrendi zamazwe angaphandle ziye zacotha ukutshintshela kwii-NEVs kunye nokuhlangabezana nemfuno ekhulayo yasekhaya yezithuthi ezihlakaniphile, eziqhagamshelweyo. Iimfazwe zorhwebo ezikhulayo phakathi kwe-China kunye namaqabane amakhulu orhwebo afana ne-US kunye ne-European Union (i-EU) ngokucacileyo ayincedi imvakalelo yasekhaya malunga neempawu zangaphandle. Iibrendi zasekhaya ngoku zibalelwa ngaphezulu kwe-63% yeentengiso zezithuthi zabakhweli zizonke e-China, ukusuka kwi-36% nje ngo-2020.
Uhlenga-hlengiso phakathi kwamashishini adibeneyo angaphandle kukhula ngamandla njengoko abavelisi bejongene nokukhula ngokukhawuleza okungaphezulu, ngakumbi kwimisebenzi yabo yezithuthi ze-ICE, phakathi kwemivuzo ephantsi.
Kuye kwavela ukuba i-SAIC-VW ijonge ukuvala isityalo sayo sesibini kwisithuba nje esingaphezu kweminyaka emibini, eNanjing, ngokuvalwa okungaphezulu okulindeleke ukuba kulandele. Abavelisi baseJapan iHonda kunye neNissan okwangoku bakwinkqubo yokunciphisa umthamo eTshayina, ngelixa iMitsubishi yarhoxa ngokupheleleyo ekuveliseni iimoto kweli lizwe kulo nyaka uphelileyo.
I-Hyundai, engekabuyi kwakhona ekuweni kwezopolitiko phakathi kwe-China kunye ne-South Korea ngo-2016, sele ivale izityalo ezimbalwa kule minyaka imbalwa idlulileyo kwaye inokulandela. Kwincopho yayo, i-Hyundai Motor ithengise ngaphezulu kwe-1.6 yezigidi zeemoto ngonyaka e-China. Eyona nto iphambili yokuthengisa i-Beijing Hyundai venture ngo-2024 yehle nge-26% unyaka nonyaka.
I-Ford kunye ne-GM nazo zisebenza kwiqhezu lamandla azo e-China kwaye kubonakala ngathi yinto nje yexesha ngaphambi kokuba kubhengezwe uhlengahlengiso olubalulekileyo, ngelixa i-joint jeep e-China yatshona ngo-2022.
I-Tesla yeyona nto ikhethekileyo, kunye nokuthunyelwa kwemveliso yenkampani yaseShanghai kwehla nge-3% ukuya kwi-675,758 yeeyunithi ze-YTD, kunye neentengiso zentengiso e-China zinyuka nge-6% ukuya kwi-460,200 iiyunithi. Konke oku ngaphandle kokhuphiswano olumandla oluvela kwii-automakers zalapha ekhaya.
Abenzi bezithuthi abahamba phambili phesheya kolwandle, ngakumbi iinkampani zaseJamani ezifana neVW Group, Mercedes-Benz kunye neBMW, ziye zanyusa utyalo-mali kwimisebenzi yeR&D yasekhaya kwaye zomeleza intsebenziswano kunye neenkampani zeteknoloji zalapha ekhaya ezifana neBaidu, ByteDance kunye neTencent, njengoko zijonge ukuhlangabezana nemfuno yasekhaya yezithuthi ezihlakaniphile, ezixhunyiwe kunye nezizimeleyo. U-VW usanda kufumana i-Xpengng kwaye uceba ukusungula iimodeli ezimbini ngo-2026 ngokusekelwe kwiqonga le-G9 BEV yeqabane.
Njengoko ukhuphiswano oluvela kwii-automakers zaseTshayina luqhubeka nokunyuka e-China naphesheya kweelwandle, ii-automakers zehlabathi ziye zanda ukujonga ukusebenzisa i-China njengesiseko sokuvelisa ngexabiso eliphantsi kwiimodeli zesizukulwana esilandelayo. Oku akuqhutywa kuphela ziimfuno ezikhulayo zemarike yaseTshayina, kodwa nakwiimarike zehlabathi eziquka iYurophu, njengoko zijonge ukusebenzisa ngokupheleleyo ubugcisa belizwe obuphambili kunye nokubonelela ngeendleko eziphantsi.
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