Gabatarwa:A ranar 11 ga Afrilu, kungiyar motocin fasinja ta kasar Sin ta fitar da bayanan siyar da motocin fasinja a kasar Sin a cikin Maris.A cikin watan Maris na shekarar 2022, yawan siyar da motocin fasinja a kasar Sin ya kai raka'a miliyan 1.579, an samu raguwar kashi 10.5% a duk shekara, yayin da wata-wata ke karuwa da kashi 25.6%.Hanyoyin ciniki a cikin Maris sun bambanta sosai.Adadin tallace-tallacen tallace-tallace daga Janairu zuwa Maris ya kasance raka'a miliyan 4.915, raguwar shekara-shekara na 4.5% da raguwar shekara-shekara na raka'a 230,000.Yanayin gaba ɗaya ya yi ƙasa da yadda ake tsammani.
A watan Maris, yawan motocin fasinja a kasar Sin ya kai miliyan 1.814, ya ragu da kashi 1.6% a duk shekara kuma ya karu da kashi 23.6% a duk wata.Adadin jimlar jimlar daga Janairu zuwa Maris ya kasance raka'a miliyan 5.439, karuwar kashi 8.3% a shekara da karuwa na raka'a 410,000.
Idan aka yi la’akari da bayanan siyar da motocin fasinja na kasar Sin da kungiyar masu fasinja ta fitar, gaba daya kasuwar motocin fasinja a kasarta ba ta yi kasa a gwiwa ba.Duk da haka, idan muka kalli bayanan tallace-tallace na sabuwar kasuwar motocin fasinja ta kasar Sin, hoton ya bambanta.
Sabbin tallace-tallacen motocin makamashi sun yi tashin gwauron zabo, amma yanayin ba shi da kyakkyawan fata
Tun daga shekarar 2021, saboda karancin guntu da hauhawar farashin albarkatun kasa, farashin abin hawa da batirin wutar lantarki ya karu da sauri fiye da yadda masana'antar ke tsammani.Bayanai daga hukumar kididdiga ta kasa sun nuna cewa daga watan Janairu zuwa Fabrairun 2022, kudaden shiga na masana'antar kera motoci zai karu da kashi 6%, amma kuma kudin zai karu da kashi 8%, wanda kai tsaye zai kai kashi 10% duk shekara. rage yawan ribar da kamfanonin kera motoci ke samu.
A gefe guda kuma, a cikin watan Janairun wannan shekara, ƙididdigan tallafin sabbin motocin makamashi na ƙasata ya ragu kamar yadda aka tsara.Sabbin kamfanonin motocin makamashi waɗanda tuni suka kasance ƙarƙashin matsin lamba biyu na ƙarancin guntu da hauhawar farashin albarkatun batir ba za su iya yin hakan kawai a cikin irin wannan yanayi ba.Tilastawa don ƙara farashin mota don daidaita tasirin tashin farashin.
Ɗauki Tesla, "maniac daidaita farashin," a matsayin misali.Ya haɓaka farashin zagaye biyu don manyan samfuransa guda biyu a cikin Maris kaɗai.Daga cikin su, a ranar 10 ga Maris, farashin Tesla Model 3, Model Y duk-wheel drive, da na'urori masu inganci duk sun tashi da yuan 10,000.
A ranar 15 ga Maris, farashin Tesla's Model 3 na baya-bayan nan ya tashi zuwa yuan 279,900 (har yuan 14,200), yayin da Model 3 mai cikakken aiki mai girman gaske, samfurin Y mai cikakken girma, wanda ke da inganci. a baya ya karu da yuan 10,000.Nau'in na'ura mai ba da hanya tsakanin hanyoyin sadarwa zai sake tashi da yuan 18,000, yayin da Model Y mai aiki mai girman gaske zai karu kai tsaye daga yuan 397,900 zuwa yuan 417,900.
A idanun mutane da yawa, hauhawar farashin sabbin kamfanonin motocin makamashi na iya hana yawancin masu amfani da su da tun farko suka yi niyyar siya.sababbin motocin makamashi.Yawancin abubuwan da ba su da tasiri ga haɓaka sabbin motocin makamashi na iya haifar da sabbin motocin makamashi da aka noma fiye da shekaru goma a China.Kasuwar abin hawa makamashi ta toshe a cikin shimfiɗar jariri.
Koyaya, yin la'akari da siyar da sabbin motocin makamashi na yanzu, wannan ba ze zama lamarin ba.Bayan daidaita farashin a watan Janairu, tallace-tallacen tallace-tallace na sabbin motocin fasinja makamashi a cikin ƙasata a cikin Fabrairu 2022 ya kasance raka'a 273,000, haɓakar shekara-shekara na 180.9%.Tabbas, ko da a watan Fabrairu, yawancin sabbin kamfanonin motocin makamashi har yanzu suna ɗaukar nauyin hauhawar farashin kawai.
Zuwa Maris, ƙarin sabbin kamfanonin motocin makamashi a ƙasata sun shiga hauhawar farashin.Koyaya, a wannan lokacin, tallace-tallacen sabbin motocin fasinja masu amfani da makamashi a cikin ƙasata ya kai raka'a 445,000, haɓakar shekara-shekara na 137.6% da haɓakar wata-wata na 63.1%, wanda ya fi yadda yanayin ke faruwa. Maris na shekarun baya.Daga watan Janairu zuwa Maris, tallace-tallacen cikin gida na sabbin motocin fasinja makamashi ya kai miliyan 1.07, karuwar shekara-shekara da kashi 146.6%.
Ga sababbin kamfanonin motoci masu amfani da makamashi, lokacin da suke fuskantar hauhawar farashin kayayyaki, za su kuma iya tura matsin lamba zuwa kasuwa ta hanyar haɓaka farashin.Don haka me yasa masu amfani da makamashi ke tururuwa zuwa sabbin motocin makamashi yayin da sabbin kamfanonin makamashi sukan kara farashin?
Shin hauhawar farashin zai shafi sabuwar kasuwar motocin makamashi ta kasar Sin?
A ra'ayin Xiaolei, dalilin da ya sa ci gaba da hauhawar farashin sabbin motocin makamashi bai girgiza yunƙurin sayan sabbin motocin makamashi na masu amfani da makamashi ba, musamman saboda dalilai masu zuwa:
Na farko, hauhawar farashin sabbin motocin makamashi ba tare da faɗakarwa ba, kuma masu amfani sun riga sun yi tsammanin haɓakar farashin sabbin motocin makamashi.
A bisa tsarin farko, ya kamata a soke tallafin da jihohi ke ba wa sabbin motocin makamashi gaba daya tun daga shekarar 2020. Dalilin da ya sa har yanzu ana samun tallafin sabbin motocin makamashi shi ne, an samu jinkirin raguwar tallafin saboda annobar.A takaice dai, ko da an rage tallafin da jihar ke bayarwa da kashi 30% a bana, masu amfani da wutar lantarki na ci gaba da samun tallafin sabbin motocin makamashi.
A gefe guda kuma, abubuwan da ba su da tasiri ga haɓaka sabbin motocin makamashi, kamar ƙarancin guntu da hauhawar farashin albarkatun batir, ba su bayyana a wannan shekara ba.Bugu da ƙari, Tesla, wanda kamfanonin motoci da masu amfani da su ko da yaushe suna la'akari da shi a matsayin "bane na sabon filin motocin makamashi", ya jagoranci haɓaka farashin, don haka masu amfani za su iya yarda da karuwar farashin sababbin motocin makamashi daga wasu motoci. kamfanoni.Ya kamata a sani cewa masu amfani da sabbin motocin makamashi suna da ƙaƙƙarfan buƙatu masu ƙarfi da ƙarancin farashi, don haka ƙananan canje-canjen farashin ba zai tasiri buƙatun masu amfani da sabbin motocin makamashi ba.
Na biyu, sabbin motocin makamashi ba wai kawai ana nufin motocin lantarki masu tsafta waɗanda suka fi dogaro da batura masu wuta ba, har ma da haɗaɗɗun motocin da motocin lantarki masu tsayi.Tunda motocin da aka toshe da kuma motocin lantarki masu tsayi ba su dogara sosai ga batura masu wuta ba, haɓakar farashin kuma yana cikin kewayon da yawancin masu amfani zasu iya karɓa.
Tun daga shekarar da ta gabata, kasuwar hada-hadar motocin da ake amfani da su a karkashin BYD da kuma manyan motocin lantarki da Lili ke jagoranta ya karu a hankali.Wadannan nau'ikan nau'ikan guda biyu wadanda ba su dogara da batirin wuta ba kuma suna cin gajiyar sabbin manufofin motocin makamashi suna cinye kasuwar motocin man fetur na gargajiya a karkashin tutar "sababbin motocin makamashi".
Daga wani ra'ayi, ko da yake tasirin karuwar farashin gamayyar sabbin motocin makamashi a kan sabbin motocin makamashi ba a bayyana ba a cikin siyar da sabbin motocin makamashi a watan Fabrairu da Maris, yana iya zama kuma saboda lokacin wannan dauki shine. "dakata" ".
Dole ne ku san cewa samfurin tallace-tallace na yawancin sababbin motocin makamashi shine oda tallace-tallace.A halin yanzu, kamfanonin motoci daban-daban suna da ƙarin umarni kafin farashin ya ƙaru.Daukar sabon katafaren motocin makamashi na kasata BYD a matsayin misali, tana da koma baya fiye da oda 400,000, wanda ke nufin yawancin motocin da BYD ke bayarwa a halin yanzu suna narkar da odarsa kafin ci gaba da karuwar farashin.
Na uku, daidai ne saboda karuwar farashin sabbin kamfanonin samar da makamashi, masu amfani da ke son siyan sabbin motocin makamashi suna tunanin cewa farashin sabbin motocin makamashi zai ci gaba da tashi.Sabili da haka, yawancin masu amfani suna riƙe da ra'ayin kulle farashin oda kafin farashin sabbin motocin makamashi ya sake tashi, wanda ke haifar da sabon yanayin da ƙarin masu amfani ke da ma'ana ko bin yanayin yin oda.Misali, Xiaolei yana da abokin aikinsa wanda ya ba da odar Qin PLUS DM-i kafin BYD ya sanar da karin farashin zagaye na biyu, yana fargabar cewa nan ba da dadewa ba BYD zai yi zagaye na uku na karin farashin.
A ra'ayin Xiaolei, hauka farashin sabbin motocin makamashi da hauka farashin sabbin motocin makamashi, dukkansu suna gwada juriya na sabbin kamfanonin motocin makamashi da sabbin masu amfani da makamashi.Dole ne ku sani cewa ikon masu amfani na karɓar farashin yana da iyaka.Idan kamfanonin mota ba za su iya sarrafa hauhawar farashin kayayyaki yadda ya kamata ba, masu amfani za su sami wasu samfuran da za su zaɓa daga ciki, amma kamfanonin mota na iya fuskantar durƙushewa kawai.
Babu shakka, duk da cewa siyar da sabbin motocin makamashi na ƙasata yana ƙaruwa da kasuwa, sabbin kamfanonin motocin makamashi kuma suna kokawa.Amma an yi sa'a, yayin da duniya ke fuskantar "rashin lithium mai mahimmanci da gajere", matsayin kasuwa na motocin kasar Sin a duniya ya samu ci gaba sosai..
A watan Janairu zuwa Fabrairu na shekarar 2022, yawan siyar da motocin fasinja a kasar Sin ya kai raka'a miliyan 3.624, wanda ya karu da kashi 14.0 cikin 100 a duk shekara, inda aka samu kyakkyawar farawa.Kasuwannin kasuwannin kasar Sin na kasuwar motoci ta duniya ya kai kashi 36 cikin 100, wanda ya kai matsayi mafi girma.Wannan kuma ya faru ne saboda rashin cibiya a sikelin duniya.Idan aka kwatanta da kamfanonin kera motoci na wasu ƙasashe, kamfanonin kera motoci masu mallakar kansu na kasar Sin sun sami ƙarin albarkatun guntu, don haka masu mallakar kansu sun sami babban damar haɓaka.
A halin da ake ciki na cewa albarkatun lithium na ma'adinan duniya sun yi karanci kuma farashin lithium carbonate ya yi tashin gwauron zabo da sau 10, yawan siyar da sabbin motocin fasinja masu makamashi a kasar Sin zai kai 734,000 a watan Janairu-Fabrairu 2022, shekara mai zuwa. ya canza zuwa +162%.Daga watan Janairu zuwa Fabrairu na shekarar 2022, kason kasuwa na sabbin motocin makamashin da kasar Sin ta sayar ya kai matsayin da ya kai kashi 65% na kason duniya.
Idan aka yi la'akari da kwatankwacin bayanan masana'antun kera motoci na duniya, karancin na'urorin kera motoci a duniya ba wai kawai ya haifar da babbar asara ga ci gaban kamfanonin kera motoci na kasar Sin ba.Haɗin kai kuma an samu sakamakon babban kasuwa;A karkashin yanayin hauhawar farashin lithium, kamfanoni masu zaman kansu na kasar Sin sun kai ga kalubale tare da samun kyakkyawan ci gaban tallace-tallace.
Lokacin aikawa: Afrilu-22-2022