Kuchuluka kwa katundu wotumiza kunja kutakwera pa nambala yachiwiri padziko lonse lapansi kwa nthawi yoyamba mu Ogasiti, kutulutsa kwa magalimoto ku China kudakweranso mu Seputembala. Pakati pawo, kaya ndi kupanga, kugulitsa kapena kutumiza kunja, magalimoto amphamvu atsopano akupitirizabe kusunga kukula kwa "kukwera kumodzi kupita ku fumbi".

Ogwira ntchito m'mafakitale adanena kuti kutumiza kwa magalimoto atsopano amphamvu kwakhala chinthu chofunika kwambiri pamakampani opanga magalimoto m'dziko langa, ndipo kuchuluka kwa magalimoto amagetsi atsopano m'misika yakunja kwawonjezeka mofulumira, ndipo chitukuko chabwinochi chikuyembekezeka kupitiriza.

Zogulitsa kunja m'magawo atatu oyambirira zidawonjezeka ndi 55.5% pachaka

Malinga ndi zomwe zatulutsidwa mwezi ndi mwezi ndi China Association of Automobile Manufacturers (yomwe idatchedwa China Association of Automobile Manufacturers) pa Okutobala 11, magalimoto aku China adapitilirabe kukhala ndi zotsatira zabwino mu Seputembala atakwera kwambiri mu Ogasiti, kupitilira 300,000. magalimoto kwa nthawi yoyamba. Kuwonjezeka kwa 73.9% mpaka magalimoto 301,000.

Misika yakunja ikukhala njira yatsopano pakukulitsa malonda amakampani odzipangira okha. Potengera momwe makampani akuluakulu adagwirira ntchito, kuyambira Januware mpaka Ogasiti, kuchuluka kwa katundu wa SAIC Motor kudakwera mpaka 17.8%, Changan Motor idakwera mpaka 8.8%, Great Wall Motor idakwera mpaka 13.1%, ndipo Geely Automobile idakwera mpaka 14%.

Chosangalatsa ndichakuti, ma brand odziyimira pawokha apeza bwino kwambiri zogulitsa kunja kumisika yaku Europe ndi America komanso misika yapadziko lonse lapansi, ndipo njira yotumizira kunja kwamitundu yapadziko lonse ku China yakhala yothandiza kwambiri, ndikuwunikira kuwongolera kwamtundu ndi kuchuluka kwa magalimoto opangidwa mdziko muno.

Malinga ndi a Xu Haidong, wachiwiri kwa injiniya wamkulu wa bungwe la China Association of Automobile Manufacturers, pamene chiwerengero cha katundu wogulitsidwa kunja chakwera, mitengo ya njinga yapitirizabe kukwera. Mtengo wapakati wamagalimoto amagetsi atsopano aku China pamsika wakunja wafika pafupifupi madola 30,000 aku US.

Malinga ndi zomwe bungwe la Passenger Car Market Information Association (lomwe limadziwika kuti Passenger Car Association), kupita patsogolo kwachangu pamsika wogulitsa magalimoto onyamula anthu ndikofunikira kwambiri. Mu Seputembala, magalimoto onyamula katundu amatumizidwa kunja (kuphatikiza magalimoto athunthu ndi ma CKD) malinga ndi ziwerengero za Passenger Federation anali mayunitsi 250,000, kuwonjezeka kwa 85% pachaka, komanso kuwonjezeka kwa 77,5% mu Ogasiti. Pakati pawo, kutumizidwa kunja kwa malonda omwe ali nawo adafika mayunitsi 204,000, kuwonjezeka kwa 88% pachaka. Kuyambira Januware mpaka Seputembala, magalimoto onyamula anthu okwana 1.59 miliyoni adatumizidwa kunja, kuwonjezeka kwa chaka ndi 60%.

Panthawi imodzimodziyo, kutumiza kunja kwa magalimoto amphamvu zatsopano kwakhala chinthu chofunikira kwambiri choyendetsera galimoto zapakhomo.

Deta yochokera ku China Automobile Association idawonetsa kuti kuyambira Januware mpaka Seputembala, makampani aku China amagalimoto amatumiza magalimoto okwana 2.117 miliyoni, kuwonjezeka kwa chaka ndi 55,5%. Pakati pawo, magalimoto amagetsi atsopano a 389,000 adatumizidwa kunja, kuwonjezeka kwa chaka ndi chaka kuposa nthawi za 1, ndipo kukula kwake kunali kwakukulu kwambiri kuposa kukula kwa msika wogulitsa magalimoto.

Deta yochokera ku Passenger Federation ikuwonetsanso kuti mu Seputembala, magalimoto onyamula mphamvu zatsopano zapakhomo adatumiza mayunitsi 44,000, omwe amawerengera pafupifupi 17.6% yazogulitsa zonse (kuphatikiza magalimoto athunthu ndi CKD). SAIC, Geely, Great Wall Motor, AIWAYS, JAC, etc. Mitundu yatsopano yamagetsi yamakampani agalimoto yachita bwino m'misika yakunja.

Malinga ndi omwe ali mkati mwamakampani, magalimoto otumiza mphamvu kudziko langa apanga njira ya "mphamvu imodzi ndi mphamvu zambiri": Zogulitsa za Tesla kupita ku China ndizopamwamba kwambiri, ndipo mitundu yake ingapo ili pamalo abwino otumizira kunja, pomwe atatu apamwamba kwambiri ogulitsa kunja. a magalimoto amphamvu zatsopano ali m'magulu atatu apamwamba. Misika ndi Belgium, UK ndi Thailand.

Zinthu zambiri zimayendetsa kukula kwamakampani ogulitsa magalimoto kunja

Makampaniwa akukhulupirira kuti kukwera kwamphamvu kwa magalimoto otumiza kunja mzaka zitatu zoyambirira za chaka chino ndi chifukwa chothandizidwa ndi zinthu zingapo.

Pakadali pano, kufunikira kwa msika wamagalimoto padziko lonse lapansi kwakula, koma chifukwa cha kuchepa kwa tchipisi ndi zinthu zina, opanga magalimoto akunja achepetsa kupanga, zomwe zidapangitsa kuti pakhale kusiyana kwakukulu.

Meng Yue, wachiwiri kwa director of the department of Foreign Trade Unduna wa Zamalonda, adanenapo kale kuti malinga ndi momwe msika wapadziko lonse lapansi ukufunira, msika wamagalimoto padziko lonse lapansi ukuchira pang'onopang'ono. Zikunenedweratu kuti kugulitsa magalimoto padziko lonse lapansi kupitilira pang'ono 80 miliyoni chaka chino ndi 86.6 miliyoni chaka chamawa.

Chifukwa cha mliri watsopano wa chibayo cha korona, misika yakunja yapanga kusiyana kwazinthu chifukwa cha kuchepa kwa zinthu, pomwe dongosolo lokhazikika la China chifukwa cha kupewa ndi kuwongolera kwamiliri kwalimbikitsa kusamutsa malamulo akunja ku China. Malinga ndi deta yochokera ku AFS (AutoForecast Solutions), pofika kumapeto kwa Meyi chaka chino, chifukwa cha kuchepa kwa chip, msika wamagalimoto padziko lonse lapansi wachepetsa kupanga ndi magalimoto pafupifupi 1.98 miliyoni, ndipo Europe ndiye dera lomwe lachepetsa kwambiri kupanga magalimoto. chifukwa cha kuchepa kwa chip. Ichi ndi chinthu chachikulu pakugulitsa bwino magalimoto aku China ku Europe.

Kuyambira 2013, monga maiko asankha kusintha ku chitukuko chobiriwira, magalimoto atsopano amagetsi ayamba kukula mofulumira.

Pakadali pano, pafupifupi maiko ndi zigawo 130 padziko lapansi apanga kapena akukonzekera kupanga malingaliro osalowerera ndale. Mayiko ambiri afotokoza momveka bwino nthawi yoletsa kugulitsa magalimoto amafuta. Mwachitsanzo, mayiko a Netherlands ndi Norway aganiza zoletsa kugulitsa magalimoto amafuta mu 2025. India ndi Germany akukonzekera kuletsa kugulitsa magalimoto amafuta mu 2030. France ndi United Kingdom akukonzekera kuletsa kugulitsa magalimoto amafuta mu 2040. Gulitsani magalimoto amafuta.

Pansi pa kukakamizidwa kwa malamulo okhwima oletsa kutulutsa mpweya wa kaboni, kuthandizira kwa magalimoto amagetsi atsopano m'maiko osiyanasiyana kukupitilira kulimbikitsa, ndipo kufunikira kwapadziko lonse kwa magalimoto amagetsi atsopano kwakhalabe ndikukula, komwe kumapereka malo ochulukirapo a magalimoto atsopano amphamvu mdziko langa. kulowa m'misika yakunja. Deta ikuwonetsa kuti mu 2021, magalimoto atsopano amphamvu mdziko langa adzafika mayunitsi 310,000, kuchuluka kwa pafupifupi katatu pachaka, kuwerengera 15,4% ya magalimoto onse otumizidwa kunja. Mu theka loyamba la chaka chino, kutumizidwa kwa magalimoto atsopano amphamvu kunapitirizabe kukhala amphamvu, ndipo kuchuluka kwa katundu wotumizidwa kunja kunawonjezeka ndi 1.3 chaka ndi chaka, kuwerengera 16,6% ya magalimoto onse otumizidwa kunja. Kukula kopitilira muyeso kwa magalimoto atsopano otumizira kunja mu gawo lachitatu la chaka chino ndikupitilira izi.

Kukula kwakukulu kwa malonda otumiza kunja kudziko langa kudapindulanso ndikukula kwa "gulu la abwenzi" akunja.

Maiko omwe ali m'mphepete mwa "Belt and Road" ndi misika yayikulu yotumizira magalimoto amtundu wa dziko langa, omwe amaposa 40%; kuyambira Januware mpaka Julayi chaka chino, magalimoto adziko langa omwe amatumizidwa kumayiko omwe ali mamembala a RCEP anali magalimoto 395,000, kuwonjezeka kwa chaka ndi 48.9%.

Pakali pano, dziko langa lasaina mapangano 19 a malonda aulere, okhudza mayiko 26 ndi zigawo. Chile, Peru, Australia, New Zealand ndi mayiko ena achepetsa mitengo yamitengo yamagalimoto akudziko langa, ndikupanga malo abwino kwambiri opangira makampani opanga magalimoto padziko lonse lapansi.

Pakusintha ndikukweza makampani aku China amagalimoto, kuphatikiza kuyang'ana kwambiri msika wapakhomo, imayang'ananso msika wapadziko lonse lapansi. Pakali pano, ndalama za opanga magalimoto apanyumba pamsika wamagetsi atsopano zimaposa kwambiri zamakampani opanga magalimoto amitundu yosiyanasiyana. Nthawi yomweyo, makampani opanga magalimoto apanyumba amadalira magalimoto amagetsi atsopano kuti apange ukadaulo wanzeru wapaintaneti, womwe uli ndi zabwino muluntha ndi maukonde, ndipo wakhala chandamale chokopa kwa ogula akunja. kiyi.

Malinga ndi omwe ali mkati mwamakampani, ndi chifukwa cha kutsogolera kwake pamagalimoto amagetsi atsopano kuti mpikisano wapadziko lonse wamakampani amagalimoto aku China ukupitilirabe, mizere yazinthu ikupitilizabe kuyenda bwino, ndipo chikoka chamtundu chawonjezeka pang'onopang'ono.

Tengani chitsanzo cha SAIC. SAIC yakhazikitsa malo opitilira 1,800 ogulitsa ndi ntchito zakunja. Zogulitsa ndi ntchito zake zimagawidwa m'maiko ndi madera opitilira 90, ndikupanga misika yayikulu 6 ku Europe, Australia, New Zealand, ndi America. Zogulitsa zakunja zapitilira 3 miliyoni. galimoto. Pakati pawo, SAIC Motor a malonda kunja mu August anafika mayunitsi 101,000, chaka ndi chaka kuwonjezeka 65,7%, mlandu pafupifupi 20% ya malonda okwana, kukhala kampani yoyamba ku China kuposa mayunitsi 100,000 mwezi umodzi kunja. misika. Mu Seputembala, zogulitsa kunja kwa SAIC zidakwera mpaka magalimoto 108,400.

Katswiri wofufuza zachitetezo cha Founder Securities a Duan Yingsheng adasanthula kuti mitundu yodziyimira payokha yathandizira kukula kwa misika ku Southeast Asia, Europe, ndi America kudzera pakumanga kwamayiko akunja kwa mafakitale (kuphatikiza mafakitale a KD), njira zolumikizirana kunja kwa nyanja, ndikumanga pawokha njira zakunja. Panthawi imodzimodziyo, kuzindikira kwa msika kwa malonda odzipangira okha kumakhalanso bwino pang'onopang'ono. M'misika ina yakunja, kutchuka kwa makampani odzipangira okha kukufanana ndi makampani opanga magalimoto amitundu yonse.

Kulonjeza chiyembekezo kwa makampani amagalimoto kuti azitumiza mwachangu kunja

Ngakhale akugwira bwino ntchito yotumiza kunja, makampani opanga magalimoto apanyumba akutumizabe misika yakunja kuti akonzekere zam'tsogolo.

Pa Seputembala 13, magalimoto amagetsi atsopano a SAIC Motor 10,000 MG MULAN adatumizidwa kuchokera ku Shanghai kupita kumsika waku Europe. Ili ndiye gulu lalikulu kwambiri la magalimoto amagetsi oyera omwe atumizidwa kuchokera ku China kupita ku Europe mpaka pano. Munthu woyenerera yemwe amayang'anira Unduna wa Zamakampani ndi Ukadaulo Wachidziwitso adati kutumiza kwa SAIC kwa "magalimoto 10,000 kupita ku Europe" kukuwonetsa kusintha kwatsopano pakukula kwamakampani opanga magalimoto mdziko langa, magalimoto atsopano aku China otumiza kunja alowa gawo lachitukuko chofulumira. , komanso imayendetsa makampani opanga magalimoto padziko lonse lapansi kuti asinthe kukhala magetsi.

M'zaka zaposachedwa, ntchito zakukula kwa Great Wall Motor kunja kwa nyanja zakhala zikuchitika pafupipafupi, ndipo kuchuluka kwa magalimoto athunthu kumayiko akunja kwadutsa 1 miliyoni. Mu Januwale chaka chino, Great Wall Motor idapeza chomera cha ku India cha General Motors, pamodzi ndi chomera cha Mercedes-Benz ku Brazil chomwe adapeza chaka chatha, komanso zomera zomwe zidakhazikitsidwa ku Russia ndi Thai, Great Wall Motor yazindikira masanjidwe a Eurasian ndi South. Misika yaku America. Mu Ogasiti chaka chino, Great Wall Motor ndi Emile Frye Gulu adachita mgwirizano wogwirizana, ndipo maphwando awiriwa adzayendera limodzi msika waku Europe.

Chery, yomwe idatumiza misika yakunja m'mbuyomu, idawona zogulitsa kunja mu Ogasiti zikukwera ndi 152.7% pachaka mpaka magalimoto 51,774. Chery yakhazikitsa malo 6 a R&D, malo opangira 10 komanso malo ogulitsa ndi mautumiki opitilira 1,500 kutsidya kwa nyanja, ndipo zogulitsa zake zimatumizidwa ku Brazil, Russia, Ukraine, Saudi Arabia, Chile ndi mayiko ena. Mu Ogasiti chaka chino, Chery adayamba kukambirana ndi opanga magalimoto aku Russia kuti akwaniritse kupanga kwawoko ku Russia.

Kuyambira kumapeto kwa Julayi mpaka kumayambiriro kwa Ogasiti chaka chino, BYD adalengeza kuti alowa msika wamagalimoto onyamula anthu ku Japan ndi Thailand, ndipo adayamba kupereka zinthu zatsopano zamagalimoto amagetsi kumisika yaku Sweden ndi Germany. Pa Seputembara 8, BYD idalengeza kuti imanga fakitale yamagalimoto amagetsi ku Thailand, yomwe ikukonzekera kuyamba kugwira ntchito mu 2024, ndi mphamvu yopanga pachaka ya magalimoto pafupifupi 150,000.

Changan Automobile ikukonzekera kumanga mabwalo awiri kapena anayi opangira kunja kwa 2025. Changan Automobile inanena kuti idzakhazikitsa likulu la Ulaya ndi likulu la North America pakapita nthawi, ndikulowa m'misika yamagalimoto ku Ulaya ndi North America ndi magalimoto apamwamba komanso apamwamba kwambiri. .

Zida zina zatsopano zopangira magalimoto zikuyang'ananso misika yakunja ndipo akufunitsitsa kuyesa.

Malinga ndi malipoti, pa Seputembara 8, Leap Motor idalengeza kuti ilowa m'misika yakunja. Idafikira mgwirizano ndi kampani yaku Israeli yamagalimoto yotumiza kunja gulu loyamba la T03s ku Israeli; Weilai adanena pa Okutobala 8 kuti zogulitsa zake, mautumiki amitundu yonse ndi Njira yatsopano yamabizinesi idzakhazikitsidwa ku Germany, Netherlands, Sweden ndi Denmark; Xpeng Motors yasankhanso Europe ngati dera lomwe limakonda kudalirana kwa mayiko. Zithandiza Xiaopeng Motors kulowa msika waku Europe mwachangu. Kuphatikiza apo, AIWAYS, LANTU, WM Motor, etc. alowanso msika waku Europe.

China Automobile Association ikuneneratu kuti magalimoto akudziko langa akuyembekezeka kupitilira 2.4 miliyoni chaka chino. Lipoti laposachedwa la Pacific Securities linanena kuti kuyesetsa kumbali yotumiza kunja kungathandize makampani apamtunda apamwamba komanso magawo ena kuti afulumizitse kukulitsa kwa mafakitale, ndikulimbikitsanso mphamvu zawo zakutsogolo pokhudzana ndi ukadaulo komanso kuwongolera kachitidwe kabwino. .

Komabe, odziwa zamakampani amakhulupirira kuti mitundu yodziyimira payokha imakumanabe ndi zovuta zina "kupita kutsidya lanyanja". Pakadali pano, mitundu yambiri yodziyimira payokha yomwe ikulowa mumsika wotukuka ikadali pachiyeso, ndipo kudalirana kwapadziko lonse kwa magalimoto aku China kumafunikirabe nthawi kuti kutsimikizire.