Isifinyezo
- Izinga lokuthengisa le-Global Light Vehicle (LV) liqede ukukhuphuka kwezinyanga eziyisi-6 ngokwehla lifinyelela ezigidini ezingama-93 ngonyaka ngoSepthemba, lisuka esibalweni esibuyekeziwe samayunithi ayizigidi eziyi-100 ngo-Agasti. Njengoba kudayiswe amayunithi ayizigidi eziyi-8 ngoSepthemba, imakethe ye-LV yomhlaba wonke ikhule ngo-8.5% YoY. Year-to-date (YTD), sekudayiswe amayunithi angu-66 million, okuphawula ukwenyuka ngo-10.2% YoY.
- Enye inyanga, i-USA, amazwe aseNtshonalanga kanye naseMpumalanga Yurophu abhalise ukukhula kwe-YoY enamadijithi amabili, ngokwengxenye ngenxa yokuthi u-2022 ube isisekelo esibuthakathaka futhi ngokwengxenye ngenxa yokuncipha kwezindaba ezithinta ukunikezwa. Ukuthengiswa kwamaShayina kukhule ngo-5.7%, kuqhutshwa umkhakha okhulayo wokuthekelisa kanti imakethe yasekhaya yasizwa ukwehliswa kwentela yemali engenayo kanye nokwehliswa kwamanani kubo bonke abakhiqizi bezimoto.
Ukuphawula
i-America esenyakatho
Imakethe yase-US Light Vehicle iveze enye inyanga enamandla ngoSepthemba, njengoba ukuthengwa kwezimoto kufinyelele ezigidini ezingu-1.3, kunyuke ngo-19.8% YoY. Izinga lokudayisa lenyuke kakhulu ngoSepthemba laya ku-15.8 million amayunithi/ngonyaka, lisuka esibalweni esibuyekeziwe samayunithi ayizigidi eziyi-15.4/ngonyaka abikwa ngo-Agasti. Awukho umthelela obonakalayo ovela ezitelekeni ze-UAW ngoSepthemba, njengoba ama-OEM abenempahla eyanele yokuhlangabezana nesidingo. Izintengo zokwenziwayo zihlala zisezingeni eliphezulu, kodwa ngoSepthemba inani lentengo lehle ngo-$171 MoM laya ku-$45,764. Izinxephezelo nazo zehle kancane ngoSepthemba, zaya ku-$1,838, zehle ngo-US$66 MoM, lokhu kungase kube ngenxa yama-OEMs anciphisa imali esetshenziswayo njengoba eqapha imiphumela yesiteleka engase ibe khona.
Ngo-September, ukuthengiswa kwe-Canadian Light Vehicles kufinyelele kumayunithi angu-153.5k, okukhuphuke ngo-16.0% YoY. Izinga lokudayisa liphinde lenyuka ngoSepthemba, laya ku-1.74 million amayunithi/ngonyaka, uma kuqhathaniswa nesibalo esibuyekeziwe samayunithi ayizigidi eziyi-1.68/ngonyaka abikwe ngo-Agasti. Imakethe yaseCanada nayo yenze kangcono kunalokho obekucatshangwa ngaphambilini ku-Q3 iyonke. E-Mexico, ukuthengiswa kukhuphuke ngo-38.0% YoY, kwaya kumayunithi angu-117.9k ngo-September. Izinga lokuthengisa likhuphuke ngoSepthemba, laya kumayunithi ayizigidi eziyi-1.48/ngonyaka, izinga eliphakeme kunawo wonke kusukela ngoSepthemba 2018.
Europe
Izinga lokuthengiswa kwe-LV eNtshonalanga Yurophu lehle laya ku-13.0 million amayunithi/ngonyaka ngoSepthemba lisuka phezulu elilungiswe amayunithi ayizigidi eziyi-16.5/ngonyaka ngo-Agasti, kubhaliswa izimoto eziyizigidi eziyi-1.2 (+11.4% YoY). Ukukhula kwe-YoY yesifunda kuyaqhubeka nokuqhutshwa ukuhlinzekwa okuthuthukisiwe kwezingxenye kanye namazinga aphezulu okulethwa. I-Year-to-date (YTD), isifunda sikhule ngo-17.2% YoY ngokuthengiswa okuphelele kwamayunithi ayizigidi ezingu-9.95.
Izinga lokuthengiswa kwe-LV yaseMpumalanga Yurophu likhuphuke lafinyelela ezigidini ezingu-3.6 zamayunithi/ngonyaka ngoSepthemba, kulandela ukwenyuka kwe-MoM enanini lokubhalisa lanyanga zonke lamayunithi angama-308k (28.3% YoY). Ukukhula okuqinile kwe-YoY kwasekelwa iRussia ngokuthengisa amayunithi angaphezu kuka-84k ngoSepthemba, okuphakeme ngo-56% kunesikhathi esifanayo ngonyaka odlule. Ngenkathi isibalo se-YTD sesifunda (amayunithi ayizigidi ezi-2.8) sikhuphuke ngo-28.4% YoY, sisephansi ngo-7% kumazinga angaphambi kobhubhane lwango-2019.
China
Ngokusho kwedatha yokuqala, ukuthengiswa e-China (okungukuthi, ama-wholesales afaka ukuthunyelwa kwamanye amazwe) kugcine isivinini esiqinile. Nakuba izinga lokudayisa likaSepthemba lamayunithi ayizigidi ezingu-32.3/ngonyaka laliphansi ngo-10% kuno-August eliqine ngokungavamile, lelo kwakuyizinga eliphezulu kakhulu. Izinga lokuthengisa le-YTD lilinganiselwa ezigidini ezingu-29.4 zamayunithi/ngonyaka, lidlula inani lanyakenye eliphelele lokuthengiswa kwezimoto Ezilula ezingamayunithi angu-26.7 million. Ngokwemibandela ye-YoY, ukuthengiswa kunyuke ngo-5.7% ngoSepthemba futhi cishe ngo-7% YTD.
Njengoba bekunjalo ezinyangeni ezisanda kwedlula, ukuthunyelwa kwempahla kwamanye amazwe okukhulayo (ikakhulukazi kwama-NEV) kuholele ekuthengisweni kwezitolo ezinkulu ngoSepthemba. Nokho, ukuthengiswa kwasekhaya kwahamba kahle, futhi. Ukuthengiswa kwasekhaya Kwezimoto Ezithwala Abagibeli bekuyisicaba (+0%) I-YoY, kodwa lokho bekusengumphumela omuhle, njengoba ukuthengiswa ngonyaka odlule bekuphezulu ngenxa yokuphinda kuboshwe ngemuva kokuvalwa. Ngo-August, u-Tesla waqala umjikelezo omusha wokwehliswa kwamanani, okwabangela igagasi elikhulu lokwehliswa kwamanani phakathi kwabanye abakhiqizi bezimoto abakhulu. Lokho, kanye nokwehliswa kwentela yomuntu siqu kwakamuva, kusize ukukhulisa ukuthengisa.
Ezinye i-Asia
E-Japan, ukuthengisa kusalokhu kushubile, kodwa izinga lokuthengisa lehla lafika ezingeni elizinzile lamayunithi ayizigidi ezi-4.5/ngonyaka ngo-Septhemba, ngemva kokunyukela kumayunithi ayizigidi ezi-5.4/ngonyaka ngo-Agasti. Ukunikezwa kuqhubekile nokubamba, kwathuthukisa ukuthengisa. Nokho, kunezimpawu zokuthi isidingo manje siyehla, lapho kubhekwa ukwehla kwamandla emali aphezulu kanye namaholo angempela ehlayo. Amaholo angempela ashintshelwe kukwehla kwamandla emali ehle enyangeni engu-17 ilandelana ngo-Agasti, okube nomthelela emandleni okuthenga abathengi.
Imakethe yaseKorea isiqalile ukulahlekelwa amandla, ihlaselwe yizimo eziqinile zezikweletu kanye nomnotho ohamba kancane, kanye nokuphelelwa yisikhathi kokuncishiswa kwentela yempahla yesikhashana ngoJuni. Izinga lokuthengisa likaSepthemba lalingamayunithi ayizigidi eziyi-1.64/ngonyaka, hhayi umphumela omubi, kodwa ukushoda. Zonke izinhlobo zaseKorea, ngaphandle kwe-Kia, zibike ukwehla kwe-YoY ekuthengisweni kwazo ngoSepthemba, nakuba lokho kwakungenxa yesisekelo esiphezulu. Ukuthengiswa Kwezimoto Ezilula Zokuhweba bekubuthakathaka kakhulu. Ukuthengiswa kwe-BEV nakho kuhlulekile ukugcina ukukhula okuqinile.
i-South America
Izilinganiso zokuqala zibonisa ukuthi ukuthengiswa kwe-Brazilian Light Vehicle kukhuphuke ngo-3.8% YoY ngo-September, kuya kumayunithi angu-187.4k. Njengoba ukuthengisa kunyukile i-YoY, izinga lokuthengisa liphinde lenyuka laya kumayunithi angu-2.17/ngonyaka, lisuka kumayunithi ayizigidi ezingu-2.14/ngonyaka abikwe ngo-August. Ukuthengiswa kwezwe kuye kwehla kancane kusukela kukhuphuke ngamayunithi angama-215.5k ngoJulayi, njengoba isidingo sehlile ngemuva kokuphela kohlelo lokukhuthaza lukahulumeni. Ukwehla kokuthengisa kungase kubangele ukwanda kwenani lezimpahla, njengoba inani lezimoto esitokweni likhule lafinyelela ku-265.8k amayunithi ngoSepthemba, lisuka kumayunithi angama-244.7k ngo-Agasti.
E-Argentina, ukuthengiswa Kwezimoto Ezilula kulinganiselwa ukuthi kwehle ngo-2.9% YoY ngoSepthemba, kuya kumayunithi angama-31.4k. Ukuthengiswa kwe-LV kube nokwehla ngohlelo lwe-MoM, futhi izinga lokuthengisa liphinde lehla laba amayunithi angama-347k/ngonyaka, lehla lisuka kumayunithi angama-398k/ngonyaka ngo-Agasti. Leli izinga eliphansi kakhulu lokuthengisa elibe khona kusukela ngo-September 2022. Kube nokwehla okukhulu ekuthengisweni kwamamodeli angenisiwe ngo-September, okubalelwa ngaphezudlwana kancane kuka-20% wesamba sesamba, okungenzeka kubangele ukusebenza okubuthakathaka sekukonke.
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