Kuwunikanso msika wamagalimoto onyamula anthu aku China mu 2022

Popeza zambiri zidzatuluka pambuyo pake, apa pali mndandanda wa msika wamagalimoto waku China(magalimoto okwera)mu 2022 kutengera deta ya inshuwaransi ya sabata iliyonse.Ndikupanganso pre-emptive version.

Pankhani yamtundu, Volkswagen imakhala yoyamba(2.2 miliyoni), Toyota ili pachiwiri(1.79 miliyoni), BYD ili pachitatu(1.603 miliyoni), Honda ili pachinayi(1.36 miliyoni), ndipo Changan ali pa nambala 5(0.93 miliyoni).Malinga ndi kukula, Volkswagen yatsika pang'ono, Toyota yawonjezeka pang'ono, ndipo BYD yawonjezera magalimoto ena amtundu wa mafuta omwe ali ndi chiwerengero cha 123%.

Zotsatira za Matthew pamsika wamagalimoto zilipo zenizeni.Tawona kuti zikuvuta kwambiri kuti makampani ang'onoang'ono agalimoto apulumuke.Mu 2022, padzakhala magalimoto okwana 5.23 miliyoni, okhala ndi mbale zazikulu zokwana 20.21 miliyoni, komanso kulowera pafupifupi 25.88%.Kuyang'ana zaka zitatu zikubwerazi, ngati kufunikira kwa msika wonse sikukuwonjezeka mofulumira ndi 2025, chiwerengero cha kulowa mkati chidzawonjezeka kwambiri, koma palinso vuto lenileni la kuchepetsa kukula kwa kukula.

▲ Chithunzi 1. Malo opangira data pamagalimoto okwera ku China mu 2022

Magalimoto amagetsi atsopanowa ndi mitundu ya masheya ndi yofunika kwambiri kuti makampani azigalimoto azisinthana.Kuti musinthe kuchoka pamagalimoto oyambira mafuta kupita ku magalimoto atsopano amagetsi, ndikusintha kuchoka kumayendedwe otsika kupita kumayendedwe abwino ndikofunikira.Ponena za mabizinesi omwe amathandizidwa ndi ndalama zakunja, mitundu yapamwamba ya TOP20 simitundu yokhala ndi mpikisano wamphamvu, ndipo moyo sudzakhala wophweka zaka zingapo zikubwerazi.Pakali pano, zopangidwa wotchipa yachilendo amene akhoza kupulumuka ndi bwino ndi Volkswagen, Toyota, Honda, Nissan ndi Buick.

Tikuwona kuti mitundu 20 yapamwamba ili ndi sikelo ya 200,000.Pongoganiza kuti kufunikira kwapakhomo kwa magalimoto atsopano pafupifupi 20 miliyoni sikunasinthe, kuchuluka kwa mtundu wonsewo kudzakhala kokulirapo m'zaka zitatu zikubwerazi.

▲ Chithunzi 2. Mapangidwe amtundu wa msika wamagalimoto aku China

Gawo 1

Malingaliro pa chitukuko cha mitundu yamagalimoto

Mukamaganizira kwambiri za msika wamagalimoto, m'pamenenso mumapeza kuti makampani akupanga malo awoawo kudzera muukadaulo, ndipo pamapeto pake amapeza gawo la msika komanso mphamvu zamitengo.Chofunikira kwambiri pakuchita izi ndikutenga njira ya sikelo kapena njira yamtengo wapatali.Makampani ena amadalira magalimoto opitilira 300,000 yuan kuti apange ndalama, ndipo makampani ena amatha kupanga ndalama kuchokera pa 100,000 mpaka 200,000 yuan potengera sikelo.Mitundu yosiyanasiyana yamalingaliro ili ndi njira zosiyana.

BMW ili ndi mayunitsi 765,000, Mercedes-Benz ili ndi mayunitsi 743,000, ndipo Audi ili ndi mayunitsi 640,000.Atatu apamwamba awa ali okhazikika kwambiri.Chotsatira ndi Tesla's 441,000.Ndi chisankho chomwe Tesla akuyenera kupanga ku China kuti asunge phindu lake poyerekeza ndi BBA kapena gawo la msika.Chotsatira ndi echelon ya 100,000 mpaka 200,000, kuchokera ku Cadillac, Lexus, Volvo, Ideal ndi Weilai Automobile, Porsche ilinso ndi sikelo pafupifupi 100,000.

Inde, mtengo wapamwamba wa magalimoto apamwamba umafuna maziko aukadaulo ndi china chake chothandizira mtunduwo.Pankhani imeneyi, kudzikundikira kwa nthawi yaitali kumafunika, ndipo ndi nkhani yeniyeni.

▲ Chithunzi 3. Gawo la msikazazopangidwa zapamwamba

Kuchokera pamalingaliro amalingaliro a magalimoto atsopano amphamvu, kaya mafundewa agwidwa kapena osagwidwa ndi osiyana kwambiri ndi chitukuko cha mabizinesi.Chosangalatsa ndichakuti, malo omaliza mu TOP20 ndi Roewe.Kuchuluka kwa magalimoto atsopano amphamvu ndi apamwamba kwambiri kuposa momwe timaganizira.Vuto lalikulu ndilakuti sikophweka kupeza ndalama.

▲Chithunzi 4.Mkhalidwe wamagalimoto amagetsi atsopano mu 2022

Pamsika wonse wamagalimoto amphamvu a 5.23 miliyoni, gawo la BYD lafika 30%, lomwe ndilapamwamba kwambiri kuposa gawo la 10,8% la mtundu wa Volkswagen pamsika wonse wamagalimoto onyamula anthu.

▲Chithunzi 5.Kuyika kwa magalimoto atsopano amphamvu

Ine ndikuganiza ngati funde la koyera magetsi magalimotokapena wazindikira izi - kukwera kwamitengo yamafuta ndikutsimikizira kudalirika kwazinthu m'zaka zingapo zapitazi kwadzetsa kusintha kwachangu kwamagwiritsidwe ntchito.Mwayi nthawi zonse umasungidwa kukonzekera.

▲Chithunzi 6.Kugwiritsa ntchito mitundu yatsopano yamagalimoto amagetsi

Gawo 2

Tesla ndi BYD

Poyerekeza ndi deta ya Tesla, kuchepa kwachangu mu December kunatidabwitsa.Kuthamanga kwa Model Y ndi chifukwa cha kuchepetsa mtengo komanso dziwe loyambira.Tawonadi zosankha zanzeru za ogula kuchokera ku Tesla.Aliyense anayamba kugula Tesla ndipo pang'onopang'ono anasiya kugula.

Ndemanga: Ndinalandira nkhani za kutsika kwa mitengo ya Tesla kwa mndandanda wonse m'mawa uno, ndipo kuyankha kwa Tesla kuzinthu zamsika kumathamanga kwambiri.

▲Chithunzi 7.Kudekha kwadzidzidzi kwa Tesla mgawo lachinayi

Kuyang'ana deta yonse ndi graph ya mtsinjewu, ndizomveka bwino.Kuchotsa kufunikira kwa zogulitsa kunja, momwe Tesla yonse mu Q4 imatipangitsa kukhala oganiza bwino za ziyembekezo za 2023.

▲Chithunzi 8.Ndemanga yathunthu ya Tesla sabata iliyonse mu 2022

Ponena za kusiyana pakati pa Tesla ndi BYD, ndidzakhala ndi nthawi yopanga kanema kuti ndiganizire ndikukambirana za kusintha kwa msika wonse.Payekha, ndikuganiza kuti kusiyana kwakukulu ndiko kusiyana kwa matrix opangidwa ndi awiriwo.

Ngati zikunenedwa kuti magalimoto oyera amagetsi a Tesla adzathandizidwa ndi madalitso osiyanasiyana mu 2021, njira ya BYD mu 2022 idzatsitsa mtengo waukulu wa magalimoto oyera amagetsi, ndiyeno gwiritsani ntchito mndandanda wa DM-i kuti mutenge msika wa magalimoto a petulo, kuwerengera. pa Model 3 ndi Model Ndi chiweruzo cholakwika cha Tesla kugwiragawo la msika wa magalimoto a petulo(magalimoto apamwamba) pamitengo yaposachedwa.Tiyeni tikambirane za nkhaniyi mwatsatanetsatane.

▲Chithunzi 9.Kusiyana pakati pa Tesla ndi BYD

Chidule cha nkhaniyi: Iyi ndi mtundu woyesererapo.Posachedwa, ndikuyesera kuganizira za kusintha kwa msika wamagalimoto aku China kuyambira 2023 mpaka 2025, ndi zinthu ziti zomwe zingakhudze zomwe zikuchitika.Pamafunika khama kwambiri kuti munthu aganize bwino.