Tun da dalla-dalla bayanan za su fito daga baya, ga lissafin kasuwar motoci ta kasar Sin(motocin fasinja)a cikin 2022 dangane da bayanan inshora na mako-mako.Ina kuma yin sigar riga-kafi.
Dangane da kamfanoni, Volkswagen ya zama na farko(miliyan 2.2), Toyota a matsayi na biyu(miliyan 1.79), BYD yana matsayi na uku(miliyan 1.603), Honda a matsayi na hudu(miliyan 1.36), kuma Changan yana matsayi na biyar(0.93 miliyan).Ta fuskar girma, Volkswagen ya ɗan ragu kaɗan, Toyota ya ƙaru kaɗan, kuma BYD ya ƙara wasu motocin mai na tarihi tare da haɓakar 123%.
Tasirin Matta a cikin kasuwar mota yana wanzuwa da gaske.Mun gano cewa yana ƙara zama da wahala ga ƙananan kamfanonin motoci su rayu.A cikin 2022, za a sami motocin fasinja miliyan 5.23, tare da jimillar manyan faranti miliyan 20.21, kuma adadin shigar kusan kashi 25.88%.Idan aka dubi shekaru uku masu zuwa, idan bukatar kasuwar baki daya ba ta karu da sauri nan da shekarar 2025, hakika adadin shigar zai kara karuwa, amma kuma akwai hakikanin wahalar rage saurin karuwar.
Hoto na 1. Tashar bayanan motocin fasinja a China a shekarar 2022
Wannan guguwar sabbin motocin makamashi da samfuran hannun jari na da mahimmanci ga kamfanonin kera motoci su canza waƙoƙi.Ko canjawa daga ainihin motocin mai zuwa sabbin motocin makamashi, kuma canzawa daga ƙananan ƙarshen zuwa mafi kyawun waƙoƙi yana da mahimmanci.Dangane da kamfanonin da ke samun tallafi daga ƙasashen waje, samfuran alatu na TOP20 ba samfuran ƙira masu ƙarfi ba ne, kuma rayuwa ba za ta yi sauƙi ba a cikin ƴan shekaru masu zuwa.A halin yanzu, samfuran ƙasashen waje masu arha waɗanda za su iya rayuwa da kyau su ne kawai Volkswagen, Toyota, Honda, Nissan da Buick.
Mun ga cewa manyan kamfanoni 20 suna da sikelin 200,000.Tsammanin cewa buƙatun cikin gida na sababbin motoci na kusan miliyan 20 ya kasance ba canzawa ba, ƙaddamarwar duka alamar za ta zama mafi girma kuma mafi girma a cikin shekaru uku masu zuwa.
▲ Hoto 2. Siffar alamar kasuwancin mota na kasar Sin
Kashi na 1
Tunani kan haɓaka samfuran motoci
Yayin da kuke tunani game da kasuwar kera motoci, za ku iya gano cewa kamfanoni suna gina nasu kayan aikin ta hanyar fasaha, kuma a ƙarshe suna samun rabon kasuwa da ƙarfin farashi.Maɓalli mafi mahimmanci a cikin wannan tsari shine ko dai a ɗauki hanyar ma'auni ko kuma hanyar ƙimar ƙima.Wasu kamfanoni sun dogara da motocin da darajarsu ta haura yuan 300,000 don samun kuɗi, kuma wasu kamfanoni na iya samun kuɗi daga yuan 100,000 zuwa 200,000 bisa ma'auni.Daban-daban dabaru dabaru da gaba daya daban-daban dabaru.
BMW yana da raka'a 765,000, Mercedes-Benz yana da raka'a 743,000, Audi yana da raka'a 640,000.Waɗannan manyan ukun suna da kwanciyar hankali musamman.Na gaba shine Tesla 441,000.Shi ne zabin da Tesla ke bukata ya yi a kasar Sin don kiyaye ribarsa idan aka kwatanta da BBA ko kasuwar kasuwa.Na gaba shine echelon na 100,000 zuwa 200,000, daga Cadillac, Lexus, Volvo, Ideal da Weilai Automobile, Porsche kuma yana da sikelin kusan 100,000.
Tabbas, babban farashin motocin alatu yana buƙatar tushe na fasaha da wani abu don tallafawa alamar.Dangane da haka, ana buƙatar tarawa na dogon lokaci, kuma lamari ne na gaske.
Hoto na 3. Rabon kasuwanaalatu brands
Ta fuskar tunani na sabbin motocin makamashi, ko an kama wannan igiyar ruwa ko ba a kama shi ba, ya sha bamban da ci gaban kamfanoni.Abin sha'awa, wuri na ƙarshe a cikin TOP20 shine Roewe.Matsakaicin sabbin motocin makamashi ya fi yadda muke zato.Babban matsalar ita ce ba shi da sauƙi don samun kuɗi.
▲Hoto 4.Halin sabbin motocin makamashi a cikin 2022
A cikin duka sabbin kasuwannin motocin makamashi miliyan 5.23, kason kasuwar BYD ya kai kashi 30%, wanda ya zarce kashi 10.8% na kasuwar motocin Volkswagen a duk kasuwar motocin fasinja.
▲Hoto 5.Tattaunawar sabbin motocin makamashi
Ina tsammanin ko wannan kalaman na motocin lantarki zallako kuma ya fahimci wannan yanayin - hauhawar farashin mai da kuma tabbatar da amincin samfur a cikin ƴan shekarun da suka gabata ya haifar da saurin sauye-sauye a halaye masu amfani.Ana keɓe dama koyaushe don shiri.
▲Hoto 6.Aiki na sababbin abubuwan hawa makamashi
Kashi na 2
Tesla da BYD
Yin la'akari da bayanan Tesla, saurin raguwa a watan Disamba ya kama mu da mamaki.Ƙaddamar da Model Y saboda duka abubuwan rage farashin da wurin oda na farko.Lallai mun lura da ƙarin zaɓin masu amfani daga Tesla.Kowa ya fara siyan Tesla kuma a hankali ya daina siyan shi.
Bayanan Bayani: Na karbi labaran farashin farashin Tesla na duk jerin a farkon safiya, kuma amsawar Tesla ga bayanan kasuwa yana da sauri sosai.
▲Hoto 7.Kwatsam Tesla na kwatsam a cikin kwata na huɗu
Duban duk bayanan tare da wannan hoton kogin, a bayyane yake.Cire buƙatun fitar da kayayyaki, yanayin Tesla gabaɗaya a cikin Q4 yana sa mu ɗan ƙara ma'ana game da abubuwan da za a iya samu don 2023.
▲Hoto 8.Cikakken bita na isar da saƙo na mako-mako na Tesla a cikin 2022
Game da rata tsakanin Tesla da BYD, zan yi amfani da lokaci don yin bidiyo don yin tunani da kuma tattauna canje-canje a duk yanayin kasuwa.Da kaina, ina tsammanin babban bambanci shine bambanci a cikin matrix samfurin na biyu.
Idan aka ce za a tallafa wa motocin Tesla masu amfani da wutar lantarki da albarka daban-daban a shekarar 2021, dabarar BYD a shekarar 2022 za ta rage farashin manyan motocin lantarki masu tsafta, sannan a yi amfani da jerin DM-i wajen kwace kasuwar motocin mai, ana kirgawa. akan Model 3 da Model Yana da kuskuren hukuncin Tesla zuwakamakason kasuwan motocin mai(motocin alatu) a cikin babban farashin farashi na yanzu.Bari mu yi magana game da wannan batu daki-daki.
▲Hoto 9.Bambance-bambance tsakanin Tesla da BYD
Takaitawa: Wannan sigar riga-kafi ce.Kwanan nan, ina ƙoƙarin yin tunani game da sauye-sauyen bunkasuwar kasuwancin motoci na kasar Sin a tsakanin shekarar 2023 zuwa 2025, da kuma abubuwan da za su shafi yanayin.Yana ɗaukar ƙoƙari mai yawa don yin tunani a sarari.
Lokacin aikawa: Janairu-07-2023