I-China yadlula iJapan njengomthengisi omkhulu wezimoto emhlabeni okokuqala ngqa ngo-2023
I-China's Passenger Vehicle (PV) ethunyelwa ngaphandle igcine umthamo wamayunithi angama-700k ngonyaka ngaphambi kuka-2020. Kodwa-ke, ngo-2021, ukuthunyelwa ngaphandle kungazelelwe kwangena enkathini yokukhula okukhulu; Ivolumu yokuthekelisa ye-PV ifinyelele cishe kumayunithi ayizigidi eziyi-1.59, izinga lokukhula lonyaka ngonyaka (YoY) elingu-119%. Eqinisweni, ekuqaleni konyaka ka-2019, uchungechunge lokuhlinzekwa kwempahla emhlabeni wonke beseluvele lukhombisa izimpawu zokubhekana nezinselelo ezahlukahlukene futhi ukukhiqizwa kwezimoto emhlabeni wonke kwehle ngo-6% YoY ngale nombolo ikhuphuka yaya kwehle ngo-18% ngo-2021 uma uqhathaniswa no-2018.
Ngokuthembela ekuthuthukisweni okunamandla komkhakha Wezimoto Ezintsha Zamandla (i-NEV), ukusimama okuhle kwezomnotho kanye nochungechunge lokuhlinzeka oluzinzile, ama-OEM aseShayina anqobe izinselelo eziningi phakathi neminyaka ka-2019 no-2020, alulama ngokushesha kunomhlaba wonke futhi angenisa i-boom yokuthunyelwa kwempahla ngo-2021. Ngo-2022, iyunithi yokuthekelisa ye-China engu-2.49 million, iyunithi yokuthumela ngaphandle kwezigidi ezingu-57% yaseChina yafinyelela ku-2023% Izinga lokukhula kwe-YoY, ukuze libe isibili ngobukhulu emhlabeni. Ngo-4, ivolumu yokuthunyelwa kwezimoto zabagibeli yeqa amayunithi ayizigidi ezi-61, yazuza ukukhula kwe-YoY ngama-2023%. Futhi, ngo-XNUMX, ukuthunyelwa kwe-auto kwe-China kwedlula okwaseJapan okuyenza ibe umthengisi omkhulu kakhulu emhlabeni okokuqala ngqa.
Ukukhula okuphezulu kwemikhiqizo yaseChina ethunyelwa ngaphandle yakhiwe izingxenye ezimbili: Imikhiqizo yaseShayina kanye nemikhiqizo yangaphandle. Ezinkampanini zaseShayina, ukuthuthukiswa kwezimoto ezifakwe ugesi kanye nezicelo ezihlakaniphile, kanye nokuthuthukiswa kwekhwalithi yomkhiqizo ngemva kokuqinisekiswa emakethe yaseShayina, kuholele ekwandeni kwemikhiqizo yaseShayina phesheya kwezilwandle njengoba yamukelwa futhi yamukelwa abathengi abaningi abavela ezimakethe ezahlukene. Ngaphezu kwalokho, kuma-brand angaphandle afana ne-Tesla, ukukhiqizwa okusebenzayo nokusezingeni eliphezulu okunochungechunge oluzinzile lwe-supply chain kuqinisekise umthamo wokukhiqiza ongabizi kakhulu wokunwetshwa kwawo ezimakethe zamazwe ngamazwe.
Amandla okukhiqiza asebenzayo kanye nokuthengisa okukhulayo okukhulayo nakho kulethe amathuba amasha kumikhiqizo yaseJapan neyaseKorea. Njengoba amandla omkhiqizo wemikhiqizo yamaShayina eqhubeka nokuba ngcono, isabelo semakethe semikhiqizo yaseJapane neyaseKorea emakethe yasekhaya yaseShayina sehle kakhulu. Ngakho-ke, i-Kia isebenzisa amandla ayo okukhiqiza aseShayina akhona ukusiza ukuhlinzeka ngesidingo sayo semakethe yomhlaba wonke. Njengoba sibona eshadini elingezansi, umthamo wokuthumela we-Kia waqala ukweqa ukuthengiswa kwayo kwasekhaya kwemakethe yase-China ngo-2023. NgoJanuwari 2024, i-Kia yathumela ngaphezu kwamayunithi angu-9k, yazuza ukukhula kwe-YoY okungu-178%.
Ngo-2024, i-Kia ihlela ukuqhubeka nokwandisa ukuthunyelwa kwamanye amazwe, futhi izimakethe zendawo zizokhuphuka zisuka emazweni angamashumi amahlanu zamanje ziye emazweni angaphezu kwamashumi ayisishiyagalombili. Futhi, inkampani ihlela ukuguqula imboni yayo yaseYancheng ibe isizinda sokuthekelisa emhlabeni jikelele sakwaKia futhi yandise isilinganiso sonyaka wokuthunyelwa kwempahla kwamanye amazwe sibe ngaphezu kwamayunithi angama-200k ngo-2026. I-Nissan iphinde yasho ukuthi izoqala ukuthembela ochungechungeni lwezimboni oluphelele lwaseShayina njengendawo yokuthekelisa ukuze ibhekane nokukwazi ukuthwala kanzima izimoto ze-Internal Combustion Engine (ICE) kanye nokuhlinzeka ngezidingo zomhlaba wonke.
Ngokuzayo, sikholwa ukuthi ukukhula kokuthunyelwa kwezimoto zase-China kuzoba yisimo esizuzayo kuzo zombili izinhlobo zama-Chinese kanye nezangaphandle. Ngokuncintisana okunempilo, womabili ama-OEM aseShayina nalabo abavela kwamanye amazwe bazongenisa intuthuko entsha.
Kevin Zeng, Umhlaziyi Wemakethe Yezimoto Ezilula, GlobalData
Le ndatshana yashicilelwa okokuqala kuplathifomu yocwaningo ezinikele ye-GlobalData, i-Automotive Intelligence Center. Ukuze uthole imininingwane eyengeziwe ngemojula ekhethiwe ye-Global Light Vehicle Sales Forecast, chofoza lapha
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