Izinga lokudayiswa kwe-Global Light Vehicle (LV) lango-Agasti lime kumayunithi ayizigidi ezingama-90 ngonyaka, ngokubanzi ngokuhambisana nenyanga edlule. Ngokwemibandela yonyaka (YoY), amanani emakethe alandele inkambiso yakamuva futhi ayephansi, ku--4% uma kuqhathaniswa no-August 2023. Ukuthengiswa konyaka kuze kube yimanje (YTD) kuhlala kukuhle; nokho, manje asevele aphakeme ngo-1% kunesikhathi esifanayo ngonyaka odlule.
Ezingeni lesifunda, imiphumela yango-August yaxutshwa. Izinga lokuthengisa e-China lahlala lizinzile kule nyanga, kanti imakethe kulindeleke ukuthi ithole umfutho esikhathini esiseduze. E-US, imiqulu yayikhuphuke ngo-YoY; nokho, lo mphumela ubuphansi kunalokho obekulindelwe ngenxa yokuntuleka kwamadili oSuku Lwabasebenzi. Okokugcina, izinga lokuthengisa eNtshonalanga Yurophu liye laba ngcono nakuba imakethe iqhubeka nokubhekana nezinselele ngezinkinga zezomnotho nezombusazwe - ngenxa yalokho, ukukhula kokuthengisa kwe-YTD esifundeni kuye kwaqhubeka kwehle.
Ukuphawula
i-America esenyakatho
- Imakethe yase-US Light Vehicle yabona ukuthengisa kuthuthuka i-YoY ngo-Agasti 2024, kulandela izinyanga ezimbili ezilandelanayo zokufinyela kwe-YoY. Okulindelekile ekuthengisweni kuka-August bekuphezulu, njengoba impelasonto yoSuku Lwabasebenzi ibibhekwa njengengxenye yenyanga kulo nyaka, kodwa ukuntuleka okusobala kwamadili engeziwe ngempelasonto yeholide kubonakale kugcina ukuthengiswa kwempahla, kuyilapho izintengo zezimoto nezinga lenzalo lihlala liphezulu. Nakuba amavolumu afinyelele amayunithi ayizigidi ezingu-1.43, futhi ukuthengiswa kwenyuke ngo-7.1% YoY, lokhu bekungaphansi kwesibikezelo sokuqala. Izinga lokudayisa lehle lafinyelela ku-15.2 million amayunithi/ngonyaka ngo-August, lisuka ku-16.0 million amayunithi/ngonyaka okubikwe ngalo ngoJulayi.
- Ngo-Agasti 2024, ukuthengiswa kwe-Canadian Light Vehicle kunwetshwe kancane ngo-1.7% YoY, okuletha umphumela wanyanga zonke kumayunithi angu-160k. Nakuba ukuthengisa kukhule ngesisekelo se-YoY phakathi kwengcindezi yezomnotho eqhubekayo, izinga lokuthengisa lehla ngo-August laya kumayunithi ayizigidi ezingu-1.68/ngonyaka, lisuka kumayunithi ayizigidi ezingu-1.82/ngonyaka ngoJulayi. Uma ubheka eMexico, ukuthengisa kukhule ngo-13.0% YoY, kwanda kuya kumayunithi angu-129k ngo-Agasti, umphumela wanyanga zonke onamandla kakhulu kuze kube manje ngo-2024. Naphezu kokuthengiswa okuqinile, izinga lokuthengisa lehla ngo-August, kuya ku-1.48 million amayunithi / ngonyaka, phansi kusukela ku-1.60 million amayunithi / ngonyaka okubikwe ngoJulayi.
Europe
- Izinga lokuthengiswa kwe-LV yaseNtshonalanga ye-Europe likhuphuke lafinyelela ku-14.1 million amayunithi/ngonyaka ngo-August. Ngokwezibalo, izimoto ezingama-760k zidayisiwe, ukwehla ngo-17.1% kwe-YoY, kwathi i-H2 2023 ikhombisa isisekelo esiqinile sokuqhathanisa njengoba kufezwa ama-oda asalele emuva. Ukuthengiswa kwe-YTD kufinyelele kumayunithi ayizigidi ezingu-8.9, ukuthuthuka ngo-1.9% kusukela esikhathini esifanayo ngonyaka odlule. Izinkinga zezombangazwe nezomnotho ziyaqhubeka nokwehlisa ukuzethemba kwabathengi kanye nombono jikelele wemakethe esikhathini esiseduze. Kusobala ukuthi amanani enzalo aphezulu namanani ezimoto abe nomthelela omubi ekuthengisweni futhi azoqhubeka nokwenza kanjalo esikhathini esiseduze, ngisho noma kukhona kokubili ukukhululeka okuthile kwakho.
- Izinga lokudayisa kwe-LV laseMpumalanga Yurophu lalingamayunithi ayizigidi ezi-4.3/ngonyaka ngo-Agasti, ngokuhambisana noJulayi. Izimoto ezingu-360k zidayisiwe, i-YoY ibe ngcono ngo-6%. Ukwengeza, ukuthengiswa konyaka kuze kube manje bekukhuphuke ngo-18.1% uma kuqhathaniswa nesikhathi sokuqhathanisa ngonyaka odlule. I-Russia iyaqhubeka nokugqugquzela ukukhula esifundeni njengoba amaholo angempela akhuphuka ngokushesha enyusa isidingo. Ngaphezu kwalokho, ukwenyuka okuzayo kwezimali zokulahla ngo-Okthoba kwenze ukuthi ukuthengiswa okuthile kudonselwe phambili. Ukuthengisa eTurkey kwakhula kancane; kodwa-ke, imakethe iyehla kancane ngenxa yokwehla kwamandla emali, okwenza izimoto zibe utshalomali olungathandeki njengesitolo senani kunangaphambili.
China
- Idatha yokuqala ikhombisa ukuthi imakethe yasekhaya yaseChina isazozuza umfutho oqinile. Izinga lokudayisa lehle lafinyelela ku-27 million amayunithi/ngonyaka ngoJuni kuya ku-August, ngemva kokuba ngcono lisuka esilinganisweni samayunithi ayizigidi ezingama-22.6/ngonyaka phakathi kukaJanuwari noMeyi. Ngokwemibandela ye-YoY, ukuthengisa (okungukuthi, ama-wholesale) kwehle cishe ngo-10% ngo-Agasti kanye no-2% unyaka kuze kube manje, uma kuqhathaniswa nesisekelo esiphezulu ngokungavamile. Ama-NEV aqhubekile nokuthuthuka, okubalelwa ku-54% wokuthengiswa kwezimoto ezigibela abagibeli ngo-Agasti.
- Ngenkathi izinga lokuthengisa liyekile ukunyuka ezinyangeni ezisanda kwedlula, imakethe kulindeleke ukuthi isheshise kakhulu kulo nyaka wonke. Ngokolwazi oluvela ku-National Auto Trade-in Platform, izicelo zokuthola uxhaso lwesikhashana zikhuphuke zafinyelela ku-800k ekupheleni kuka-August, njengoba uhulumeni eseyiphindaphinde kabili isamba soxhaso. Ezinye izindlela zikahulumeni, ezinjengokuqeda isilinganiso esidingekayo senkokhelo ephansi, nazo zisiza ukukhulisa ukuthengisa. Futhi mhlawumbe okubaluleke kakhulu, impi yentengo ibonakala iyancipha, okwenza abathengi baqhubeke nokuthenga.
Ezinye i-Asia
- Imakethe yaseJapan isalokhu iguquguquka, njengoba ukunikezwa kusazosimama ngemuva kokumiswa okwesikhashana ukukhiqiza kwe-Daihatsu neToyota ngenxa yezinkinga zesitifiketi semoto. Isikhathi eside samagagasi okushisa kanye nochungechunge lwezishingishane ezinkulu kuphinde kwaphazamisa ukukhiqizwa nokuthengisa ngo-August. Ukwenyuka kwezinga lenzalo kwakamuva kweBhange LaseJapan kanye nezimakethe zezimali ezintengantengayo kwehlise imizwa yabathengi, nakho. Izinga lokuthengisa lika-August lalingamayunithi ayizigidi ezingu-4.51/ngonyaka, lehle ngo-4% lisuka kuJulayi elinamandla uma kuqhathaniswa. Ngokwemibandela ye-YoY, ukuthengiswa kwehle ngo-3.4% ngo-August futhi cishe ngo-10% YTD.
- Ngemuva kokwehla ngo-Julayi, imakethe yaseKorea yaphinde yavuka ngo-Agasti. Izinga lokuthengisa lika-Agasti lalingu-1.61 million amayunithi ngonyaka, likhuphuke ngo-9% ukusuka kuJulayi ovilaphayo. Nokho, ukuthengiswa kwehle ngo-2% ngo-August no-9% YoY, unyaka kuze kube manje, naphezu komnotho othuthukayo. Ukuthengisa kube buthakathaka kulo nyaka, ngenxa yamazinga enzalo aphezulu, imisebenzi yamamodeli ebuthakathaka ku-H1 2024, kanye nomthelela wokudonsela phambili kokuncishiswa kwentela yesikhashana ku-Passenger Vehicles, ephelelwe yisikhathi ngoJuni 2023. Ngo-August, i-GM Korea ihole ukwehla ngenxa yokubambezeleka kokukhiqiza okubangelwa isiteleka sabasebenzi, kuyilapho i-Hyundai ithumele ukulethwa okuqinile kwe-VSU kanye ne-Santa-de China yathumela ukulethwa kweVSU kanye ne-Santa-de China. Itekisi.
i-South America
- Ukuthengiswa kwe-Brazilian Light Vehicle kwaqhubeka nokuthengisa kwabo okuqinile ngo-2024, njengoba umthamo wanda ngo-13.5% YoY, wafinyelela kumayunithi angu-223k. Nakuba ukuthengisa kukhule ngesisekelo se-YoY, izinga lokuthengisa lehle laya kumayunithi ayizigidi ezingu-2.45/ngonyaka ngo-August, lehla lisuka kumayunithi ayizigidi ezingu-2.51/ngonyaka abikwe ngoJulayi. Njengoba ukukhiqizwa kwanda ngo-August, kwaba njalo nezinga le-inventory ezindaweni zabathengisi, njengoba i-inventory inyuke yaba amayunithi angu-269k, isuka kumayunithi angu-256k ngoJulayi. Ukuhlinzeka ngezinsuku nakho kukhuphuke kwafinyelela ezinsukwini ezingama-34 ngo-Agasti, kukhuphuke ngezinsuku ezimbili ukusuka enyangeni edlule.
- E-Argentina, ukuthengiswa Kwezimoto Ezilula kufinyelele kumayunithi angama-38.8k ngo-Agasti 2024, kukhule ngo-5.1% YoY. Ukuthengisa kubikezelwa ukuthi kuzoba ngcono engxenyeni yesibili ka-2024, ngakho-ke lokhu kungaba uphawu lokululama. Sekushiwo lokho, izinga lokuthengisa lehla ngo-August, laya kumayunithi angu-418k/ngonyaka, lehla lisuka kumayunithi angu-463k aqine ngokungavamile/ngonyaka aqoshwe ngoJulayi. Noma kunjalo, noma yiliphi izinga lokuthengisa elingaphezu kwamayunithi angu-400k/ngonyaka lingabhekwa njengomphumela omuhle esimweni somnotho esiyinselele samanje.
Le ndatshana yashicilelwa okokuqala kuplathifomu yocwaningo ezinikele ye-GlobalData, i-Automotive Intelligence Center.
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