Mushure mekunge huwandu hwekutumira kunze kwenyika hwasvetukira panzvimbo yechipiri pasirese kekutanga muna Nyamavhuvhu, kuburitswa kwemotokari kweChina kwakasvika pakakwirira munaGunyana. Pakati pavo, ingave kugadzirwa, kutengesa kana kutumira kunze, motokari itsva dzesimba dzinoramba dzichichengetedza maitiro ekukura kwe "rimwe rwendo kuenda kuguruva".

Indasitiri vemukati vakati kutengeswa kwemotokari nyowani dzemagetsi kwave kutarisisa indasitiri yemotokari yenyika yangu, uye mwero wekupinda kwemotokari nyowani dzemagetsi mumisika yekunze kwakawedzera nekukurumidza, uye iyi yakanaka yekusimudzira inotarisirwa kuenderera mberi.

Kutengeswa kunze kwenyika muzvikamu zvitatu zvekutanga kwakawedzera ne55.5% gore negore

Zvinoenderana nedatha yekutengesa pamwedzi yakaburitswa neChina Association of Automobile Manufacturers (inozonzi China Association of Automobile Manufacturers) muna Gumiguru 11, kutengeswa kwemotokari kuChina kwakaramba kuchiwana mhedzisiro yakanaka munaGunyana mushure mekurova rekodhi muna Nyamavhuvhu, inodarika mazana matatu ezviuru. mota kekutanga. Kuwedzera kwe73.9% kusvika ku301,000 mota.

Misika yekumhiri kwemakungwa yave kuita nzira nyowani yekukura kwekutengesa kwemakambani emotokari emhando. Tichitarisa mashandiro emakambani makuru, kubva muna Ndira kusvika Nyamavhuvhu, chikamu chekutengesa kunze kweSAIC Motor chakawedzera kusvika pa17,8%, Changan Motor chakawedzera kusvika pa8,8%, Great Wall Motor yakawedzera kusvika 13.1%, uye Geely Automobile yakawedzera kusvika 14%.

Zvinokurudzira, mhando dzakazvimiririra dzakawana budiriro yakazara mukutengesa kunze kwenyika kumisika yeEurope neAmerica uye misika yepasirese yechitatu, uye nzira yekuburitsa kunze kwemhando dzepasi rose muChina yave kuwedzera kushanda, ichiratidza kuvandudzwa kwese kwemhando uye huwandu hwemotokari dzinogadzirwa munyika.

Sekureva kwaXu Haidong, mutevedzeri weinjiniya mukuru weChina Association of Automobile Manufacturers, nepo huwandu hwekutengesa kunze kwenyika hwakwira, mutengo wemabhasikoro uri kuramba uchikwira. Avhareji yemutengo wemotokari nyowani dzeChina mumusika wemhiri kwemakungwa wasvika zviuru makumi matatu zvemadhora ekuAmerica.

Zvinoenderana nedatha yePassenger Car Market Information Association (inozodaidzwa kunzi Passenger Car Association), kukurumidza kukurumidza mumusika wekutengesa kunze kwemotokari dzevatyairi chinhu chakakosha. MunaSeptember, vatakuri vemotokari vanotumira kunze (kusanganisira motokari dzakakwana uye CKDs) pasi pehuwandu hwePassenger Federation vaiva 250,000 units, kuwedzera kwe85% gore negore, uye kuwedzera kwe77,5% muna August. Pakati pavo, kutengeswa kwezvipfeko zvekuzvimiririra kwakasvika zvikamu zve204,000, kuwedzera kwe88% gore negore. Kubva munaNdira kusvika Gunyana, mota dzinosvika miriyoni 1.59 dzemotokari dzakatengeswa kunze kwenyika, kuwedzera kwegore negore kwe60%.

Panguva imwecheteyo, kutengeswa kunze kwenyika kwemotokari nyowani kwave chinhu chakakosha chekufambisa kwemotokari dzepamba kunze kwenyika.

Dhata kubva kuChina Automobile Association yakaratidza kuti kubva munaNdira kusvika Gunyana, makambani emotokari eChinese akatumira kunze kwemotokari dzinosvika mamirioni 2.117, kuwedzera kwegore negore kwe55.5%. Pakati pavo, 389,000 motokari itsva dzemagetsi dzakatengeswa kunze, gore negore kuwedzera kwekanopfuura ka1, uye chiyero chekukura chaive chakanyanya kukwirira kudarika kukura kwekukura kwekutengesa kwemotokari yemotokari.

Data kubva kuPassenger Federation inoratidzawo kuti munaGunyana, mota nyowani dzevatyairi dzakatumira kunze kwenyika zviuru makumi mana nezvina, zvichiverengera 17.6% yezvese zvinotengeswa kunze kwenyika (kusanganisira mota dzakakwana uye CKD). SAIC, Geely, Great Wall Motor, AIWAYS, JAC, etc. Mitsva yemagetsi emakambani emotokari akaita zvakanaka mumisika yemhiri kwemakungwa.

Sekureva kwevanopinda mukati meindasitiri, mota itsva yenyika yangu inotengeswa kunze kwenyika yakagadzira chimiro che "simba guru uye mazhinji akasimba": Tesla inotengeswa kuChina ndiyo yepamusoro pese, uye akati wandei emhando dzayo ari mumamiriro akanaka ekunze, nepo vatatu vepamusoro vatengesi. yemotokari itsva dzine simba dziri mumatatu epamusoro. Misika iBelgium, UK neThailand.

Zvinhu zvakawanda zvinofambisa kukura kwemakambani emotokari ekutengesa kunze

Indasitiri inotenda kuti kusimba kwakasimba kwekutengesa kunze kwemotokari muzvikamu zvitatu zvekutanga zvegore rino kunonyanya kukonzerwa nerubatsiro rwezvinhu zvakawanda.

Parizvino, kudiwa kwemusika wepasi rose kwemotokari kwakakwira, asi nekuda kwekushomeka kwemachipisi nezvimwe zvinhu, vagadziri vemotokari vekunze vakadzikisa kugadzirwa, zvichikonzera gaka rakakura rekupa.

Meng Yue, mutevedzeri wemukuru weDhipatimendi reKutengeserana Kwekunze kweBazi reCommerce, akambotaura kuti kubva pakuona kwekudiwa kwemusika wepasi rose, musika wepasi rose wemotokari uri kupora zvishoma nezvishoma. Zvinofungidzirwa kuti kutengeswa kwemotokari pasi rose kuchava zvishoma kudarika mamiriyoni e80 gore rino uye 86.6 mamiriyoni gore rinouya.

Pasi pesimba reiyo korona itsva pneumonia denda, misika yemhiri kwemakungwa yakagadzira gaka rekupa nekuda kwekushomeka kwekutengesa, ukuwo China yakagadzika kugadzirwa kwehurongwa nekuda kwekudzivirira kwakaringana uye kutonga kwakasimudzira kuendeswa kwemirairo yekunze kuChina. Zvinoenderana nedata kubva kuAFS (AutoForecast Solutions), kubva mukupera kwaChivabvu gore rino, nekuda kwekushomeka kwechip, musika wepasi rose wemotokari wakaderedza kugadzirwa nemotokari dzinosvika miriyoni 1.98, uye Europe ndiyo dunhu rine kuderedzwa kukuru kwekuwedzera mukugadzirwa kwemotokari. nekuda kwekushomeka kwechipi. Ichi zvakare chinhu chikuru mukutengesa kuri nani kwemotokari dzeChinese muEurope.

Kubva 2013, sezvo nyika dzakasarudza kuchinjika kune yakasvibirira budiriro, iyo itsva simba mota indasitiri yakatanga kukura nekukurumidza.

Parizvino, dzinenge nyika zana nemakumi matatu nematunhu epasi akaronga kana kuti ari kugadzirira kupa zano rekusarerekera kabhoni. Nyika dzakawanda dzakajekesa hurongwa hwekurambidza kutengeswa kwemotokari dzemafuta. Somuenzaniso, Netherlands neNorway dzakaronga kurambidza kutengeswa kwemotokari yemafuta muna 2025. India neGermany vari kugadzirira kurambidza kutengeswa kwemotokari yemafuta muna 2030. France neUnited Kingdom vanoronga kurambidza kutengeswa kwemotokari yemafuta muna 2040. Tengesa mota dzepeturu.

Pasi pekumanikidzwa kweinowedzera kuomesera kabhoni emission mirau, kutsigirwa kwegwaro remotokari nyowani munyika dzakasiyana siyana kwakaramba kuchisimba, uye kudiwa kwepasirese kwemotokari dzemagetsi matsva kwakachengetedza maitiro ekukura, ayo anopa nzvimbo yakafara yemotokari nyowani dzenyika yangu. kupinda mumisika yemhiri kwemakungwa. Dhata inoratidza kuti muna 2021, nyika yangu nyowani yemagetsi mota inotengeswa kunze kwenyika ichasvika zviuru mazana matatu nemakumi matatu, kuwedzera kanosvika katatu pagore-pagore, inoverengera 15.4% yehuwandu hwemotokari kunze kwenyika. Muchikamu chekutanga chegore rino, kutengeswa kwemotokari itsva yemagetsi kwakaramba kwakasimba, uye huwandu hwekutengesa kunze kwakawedzera ne 1.3 nguva gore negore, kuverenga 16,6% yemotokari yose yemotokari. Kuenderera mberi kwekukura kwemotokari yemagetsi matsva muchikamu chechitatu chegore rino ndiko kuenderera mberi kwemaitiro aya.

Kukura kwakakura kwekutengeswa kwemotokari kwenyika yangu kwakabatsirawo nekuwedzera kwe "denderedzwa reshamwari" mhiri kwemakungwa.

Nyika dziri pedyo ne“Belt and Road” ndiyo misika mikuru yemotokari dzemunyika yangu dzinotengeswa kunze kwenyika, dzinodarika 40%; kubva muna Ndira kusvika Chikunguru gore rino, mota dzemunyika yangu dzinotengeswa kunze kwenyika kune nhengo dzeRCEP dzaive mota 395,000, kuwedzera kwegore negore kwe48.9%.

Parizvino, nyika yangu yakasaina zvibvumirano gumi nepfumbamwe zvekutengeserana, zvinofukidza nyika makumi maviri nenhanhatu nematunhu. Chile, Peru, Australia, New Zealand nedzimwe nyika dzakadzikisa mutero pazvigadzirwa zvemotokari zvenyika yangu, zvichigadzira nharaunda iri nyore yekusimudzira makambani emotokari.

Mukuita shanduko nekusimudzira indasitiri yemotokari yeChina, pamusoro pekutarisa pamusika wepamba, inotarisawo pamusika wepasi rose. Parizvino, kudyara kwevagadziri vemotokari dzepamba mumusika mutsva wemotokari dzemagetsi kunodarika nekure kwemakambani emotokari emarudzi akawanda. Panguva imwecheteyo, makambani emotokari epamba anovimba nemotokari nyowani dzesimba kuvandudza tekinoroji yakangwara yetiweki, ine zvakanakira muhungwaru uye network, uye yave chinangwa chinokwezva kune vatengi vekunze. key.

Sekureva kwevanopinda mukati meindasitiri, zviri izvo chaizvo nekuda kwekutungamira kwayo mumunda wemotokari dzemagetsi matsva kuti kukwikwidza kwepasirese kwemakambani emotokari eChinese kwaramba kuchivandudza, mitsetse yezvigadzirwa yakaramba ichivandudza, uye pesvedzero yemhando yakawedzera zvishoma nezvishoma.

Tora SAIC semuenzaniso. SAIC yakagadzira nzvimbo dzinopfuura chiuru nemazana masere ekutengesa mhiri kwemakungwa nezvitoro zvebasa. Zvigadzirwa zvayo nemasevhisi zvakagoverwa munyika dzinopfuura makumi mapfumbamwe nematunhu, zvichigadzira misika mikuru mitanhatu muEurope, Australia, New Zealand, uye America. Kuwanda kwekutengesa mhiri kwemakungwa kwakapfuura mamirioni matatu. motokari. Pakati pavo, kutengesa kweSAIC Motor mhiri kwemakungwa muna Nyamavhuvhu kwakasvika zvikamu zve101,000, kuwedzera kwegore negore kwe65,7%, kuverengera anenge 20% yezvose zvinotengeswa, ikava kambani yekutanga muChina kudarika 100,000 mauniti mumwedzi mumwe chete mhiri kwemakungwa. markets. MunaGunyana, kutengesa kunze kwenyika kweSAIC kwakawedzera kusvika pamotokari dzinosvika 108,400.

Muvambi weSecurities muongorori Duan Yingsheng akaongorora kuti mhando dzakazvimirira dzakawedzera kusimudzira kwemisika muSoutheast Asia, Europe, neAmerica kuburikidza nekuvaka mhiri kwemakungwa kwemafekitori (kusanganisira mafekitori eKD), nzira dzekutengesa dzakabatanidzwa mhiri kwemakungwa, uye kuvaka kwakazvimirira kwenzira dzemhiri kwemakungwa. Panguva imwecheteyo, kucherechedzwa kwemusika kwezviratidziro zvega kuri kuwedzerawo zvishoma nezvishoma. Mune mimwe misika yemhiri kwemakungwa, kufarirwa kwemhando dzekuzvimiririra kwakafanana nekwemakambani emotokari emarudzi akawanda.

Inovimbisa tarisiro yemakambani emotokari anoshingairira kuendesa mhiri kwemakungwa

Ndichiri kuwana basa rakatanhamara rekutumira kunze, makambani emota dzemhando dzepamba achiri kushingaira kuendesa misika yemhiri kwemakungwa kugadzirira ramangwana.

Musi waGunyana 13, SAIC Motor's 10,000 MG MULAN mota itsva dzesimba dzakatumirwa kubva kuShanghai kuenda kumusika weEurope. Iri ndiro hombe batch yemotokari dzemagetsi dzakaburitswa kunze kubva kuChina kuenda kuEurope kusvika parizvino. Munhu akakodzera anoona nezveMinistry of Industry and Information Technology akati kutengeswa kweSAIC kwe "10,000 mota kuEurope" kunoratidza budiriro itsva mukusimudzira indasitiri yemotokari yenyika yangu, kutengeswa kwemotokari dzemagetsi kuChina kwapinda mudanho rekukura nekukurumidza. , uye zvakare inotyaira indasitiri yemotokari yepasi rose kuti ishanduke kuita magetsi.

Mumakore achangopfuura, Great Wall Motor yekuwedzera mhiri kwemakungwa zviitiko zvakare zvave zvichiwanzoitika, uye huwandu hwese hwekutengesa kunze kwenyika kwemotokari dzakakwana hwakapfuura miriyoni imwe. Muna Ndira gore rino, Great Wall Motor yakawana chirimwa cheIndia cheGeneral Motors, pamwe chete neMercedes-Benz Brazil chirimwa chakatengwa gore rapfuura, pamwe nemiti yakagadzwa yeRussia neThai, Great Wall Motor yakaziva marongero muEurasian neSouth. Misika yeAmerica. Muna Nyamavhuvhu gore rino, Great Wall Motor uye Emile Frye Boka zvakasvika pachibvumirano chekushandira pamwe, uye mapato maviri aya achaongorora pamwe chete musika weEurope.

Chery, iyo yakatumira kunze misika yekunze kare, yakaona kutengesa kwayo kunze muna Nyamavhuvhu kwakawedzera ne152.7% gore-pa-gore kusvika kumotokari makumi mashanu nenomwe nenomwe. Chery yakagadzira nzvimbo nhanhatu dzeR&D, mabhesi ekugadzira gumi uye zvitoro zvinodarika chiuru nemazana mashanu zvekutengesa uye zvemasevhisi mhiri kwemakungwa, uye zvigadzirwa zvaro zvinotumirwa kuBrazil, Russia, Ukraine, Saudi Arabia, Chile nedzimwe nyika. Muna Nyamavhuvhu wegore rino, Chery akatanga kutaurirana neRussia automaker kuti vaone kugadzirwa kwenzvimbo muRussia.

Kubva pakupera kwaChikunguru kusvika pakutanga kwaNyamavhuvhu gore rino, BYD yakazivisa kupinda mumusika wemotokari yevafambi muJapan neThailand, uye yakatanga kupa zvigadzirwa zvemotokari yemagetsi kumisika yeSweden neGerman. Musi waGunyana 8, BYD yakazivisa kuti ichavaka fekitori yemotokari yemagetsi muThailand, iyo yakarongwa kutanga kushanda muna 2024, ine huwandu hwegore hwekugadzira hunosvika zviuru zana nemakumi mashanu emotokari.

Changan Automobile inoronga kuvaka mabhesi maviri kana mana ekugadzira mhiri kwemakungwa muna 2025. Changan Automobile yakati ichatanga muzinda weEuropean neNorth America nekufamba kwenguva, uye kupinda mumisika yemotokari yeEuropean neNorth America ine zvigadzirwa zvemhando yepamusoro uye zvemhando yepamusoro. .

Mamwe masimba matsva ekugadzira mota ari kunangawo misika yemhiri kwemakungwa uye vane shungu yekuyedza.

Sekureva kwemishumo, munaGunyana 8, Leap Motor yakazivisa kupinda kwayo zviri pamutemo mumisika yekunze. Yakasvika mukushandira pamwe nekambani yeIsrael yeindasitiri yemotokari kutumira kunze batch yekutanga yeT03s kuIsrael; Weilai akati muna Gumiguru 8 kuti zvigadzirwa zvayo, system-wide masevhisi uye Iyo innovative bhizinesi modhi ichaitwa muGermany, Netherlands, Sweden neDenmark; Xpeng Motors yakasarudzawo Europe senzvimbo yakasarudzika yekudyidzana kwepasi rose. Ichabatsira Xiaopeng Motors nekukurumidza kupinda mumusika weEurope. Uye zvakare, AIWAYS, LANTU, WM Motor, nezvimwe zvakapindawo mumusika weEurope.

China Automobile Association inofanotaura kuti nyika yangu inotengeswa kunze kwenyika inotarisirwa kudarika 2.4 miriyoni gore rino. Chirevo chazvino chekutsvagisa chePacific Securities chakataura kuti kuita nhamburiko kudivi rekunze kunogona kubatsira makambani emhando yepamusoro emotokari uye zvikamu makambani kuti akurumidze kuwedzera maindasitiri echeni, uye nekusimudzira simba ravo rekupedzisira maererano nehunyanzvi hwekuita tekinoroji uye kuvandudzwa kwehurongwa. .

Nekudaro, vemukati meindasitiri vanotenda kuti mhando dzakazvimirira dzichiri kutarisana nemamwe matambudziko mu "kuenda mhiri kwemakungwa". Parizvino, mazhinji emhando dzakazvimirira anopinda mumusika wakagadziridzwa achiri mudanho rekuyedza, uye kudyidzana kwepasi rose kwemotokari dzeChinese kuchiri kuda nguva yekusimbisa.