Kamora hore bophahamo ba thepa e romellwang kantle ho naha bo nyolohele boemong ba bobedi lefatsheng kgetlo la pele ka Phato, tshebetso ya China ya ho romela kantle ho naha e fihletse hodimo ka Loetse. Har'a bona, ebang ke tlhahiso, thekiso kapa thepa ea thepa, likoloi tse ncha tsa matla li tsoela pele ho boloka mokhoa oa ho hōla oa "ho palama lerōleng".

Batho ba ka hare ho indasteri ba boletse hore thomello ea likoloi tse ncha tsa motlakase e fetohile ntho e hlahelletseng indastering ea likoloi ea naha ea heso, 'me sekhahla sa ho kenella ha likoloi tse ncha tsa motlakase limmarakeng tsa mose ho maoatle se eketsehile ka potlako,' me mokhoa ona o motle oa nts'etsopele o lebelletsoe ho tsoela pele.

Diromelwantle mo dikotareng tse tharo tsa pele di eketsehile ka 55.5% selemo le selemo

Ho latela lintlha tsa khoeli le khoeli tsa thekiso tse lokollotsoeng ke Mokhatlo oa China oa Baetsi ba Likoloi (eo ka mor'a moo e bitsoang Mokhatlo oa China oa Baetsi ba Likoloi) ka la 11 Mphalane, thepa ea kantle ho naha ea China e ile ea tsoela pele ho fumana litholoana tse ntle ka Loetse kamora ho fihlela rekoto e phahameng ka Phato, e fetang 300,000. likoloi kgetlo la pele. Keketseho ea 73.9% ho isa ho likoloi tse 301,000.

Limmaraka tsa mose ho maoatle li fetoha tsela e ncha bakeng sa kholo ea thekiso ea lik'hamphani tse ikemetseng tsa likoloi tsa brand. Ho latela tšebetso ea lik'hamphani tse kholo, ho tloha ka Pherekhong ho isa Phato, karolo ea thepa e romelloang kantle ea SAIC Motor e nyolohetse ho 17.8%, Changan Motor e nyolohetse ho 8.8%, Great Wall Motor e nyolohetse ho 13.1%, 'me Geely Automobile e nyolohetse ho 14%.

Se khothatsang ke hore lihlahisoa tse ikemetseng li fihletse katleho e felletseng ea thepa e romelloang kantle ho limmaraka tsa Europe le Amerika le mebaraka ea lefats'e la boraro, mme leano la thepa ea kantle ho naha la China le se le sebetsa hantle, le totobatsa ntlafatso ea kakaretso ea boleng le bongata ba likoloi tse hlahisoang ka har'a naha.

Ho ea ka Xu Haidong, motlatsi oa moenjineri e moholo oa Mokhatlo oa China oa Baetsi ba Likoloi, ha palo ea thepa e romelloang kantle ho naha e nyolohile, theko ea libaesekele le eona e tsoetse pele ho nyoloha. Theko e tloaelehileng ea likoloi tse ncha tsa matla tsa China 'marakeng oa mose ho maoatle e fihlile hoo e ka bang lidolara tse 30,000 tsa US.

Ho latela lintlha tsa Mokhatlo oa Tlhahisoleseling ea Likoloi tsa Bapalami (eo ka mor'a moo e bitsoang Mokhatlo oa Likoloi tsa Bapalami), katleho e potlakileng 'marakeng oa kantle ho naha ea likoloi tsa baeti ke ntlha ea bohlokoa. Ka September, likoloi tsa likoloi tsa baeti (ho kenyeletsoa likoloi tse feletseng le CKDs) tlas'a lipalo-palo tsa Federation of Passenger e ne e le li-unit tsa 250,000, keketseho ea 85% selemo le selemo, le keketseho ea 77,5% ka August. Har'a bona, thomello ea lihlahisoa tsa batho ba ikemetseng e fihlile ho li-unit tsa 204,000, keketseho ea 88% selemo le selemo. Ho tloha ka Pherekgong ho isa Loetse, palomoka ya makoloi a baeti a ka hara naha a 1.59 a ile a romelwa kantle ho naha, e leng keketseho ya selemo le selemo ya 60%.

Ka nako e ts'oanang, ho romelloa kantle ha makoloi a macha a matla e se e le tšusumetso ea bohlokoa bakeng sa thomello ea kantle ea likoloi tsa lehae.

Lintlha tse tsoang ho China Automobile Association li bonts'itse hore ho tloha ka Pherekhong ho isa Loetse, lik'hamphani tsa likoloi tsa China li rometse likoloi tse limilione tse 2.117, e leng keketseho ea selemo le selemo ea 55.5%. Har'a bona, likoloi tse ncha tsa 389,000 li ile tsa romeloa linaheng tse ling, keketseho ea selemo le selemo ea makhetlo a fetang 1, 'me sekhahla sa kholo se ne se le holimo haholo ho feta tekanyo ea kakaretso ea kholo ea thepa ea thepa ea likoloi.

Lintlha tse tsoang ho Federation of Passenger li boetse li bontša hore ka Loetse, likoloi tse ncha tsa motlakase tsa malapeng li ile tsa romela li-unit tsa 44,000, tse etsang karolo ea 17.6% ea kakaretso ea thepa e romelloang kantle (ho kenyeletsoa le likoloi tse felletseng le CKD). SAIC, Geely, Great Wall Motor, AIWAYS, JAC, joalo-joalo Mefuta e mecha ea matla ea lik'hamphani tsa likoloi e sebelitse hantle limmarakeng tsa mose ho maoatle.

Ho ea ka batho ba ka hare ho indasteri, thepa e ncha ea naha ea ka ea thepa e tsoang linaheng tse ling e thehile mohlala oa "matla a le mong le a mangata a matla": Theko ea Tesla ho ea Chaena ke eona e ka sehloohong ka kakaretso, 'me lihlahisoa tsa eona tse' maloa li boemong bo botle ba ho romela thepa, ha barekisi ba bararo ba ka holimo. ea likoloi tse ncha tsa matla li maemong a mararo a holimo. Limmaraka ke Belgium, UK le Thailand.

Lintho tse ngata li tsamaisa kholo ea thepa ea kantle ho naha ea lik'hamphani tsa makoloi

Indasteri e lumela hore lebelo le matla la ho romelloa ha likoloi likarolong tse tharo tsa pele tsa selemo sena ke haholo-holo ka thuso ea lintlha tse ngata.

Hajoale, tlhokeho ea 'maraka oa likoloi oa lefats'e e se e ntse e eketseha, empa ka lebaka la khaello ea li-chips le likarolo tse ling, baetsi ba likoloi ba kantle ho naha ba fokolitse tlhahiso, e leng se bakileng lekhalo le leholo la phepelo.

Meng Yue, motlatsi oa motsamaisi oa Lefapha la Khoebo ea Kantle ho Naha Lefapheng la Khoebo, o kile a bolela hore ho ea ka tlhokahalo ea 'maraka oa machaba, 'maraka oa likoloi oa lefatše o ntse o hlaphoheloa butle-butle. Ho boleloa esale pele hore thekiso ea likoloi ea lefats'e e tla feta limilione tse 80 selemong sena le limilione tse 86.6 selemong se tlang.

Tlas'a tšusumetso ea seoa se secha sa pneumonia, limmaraka tsa mose ho maoatle li thehile lekhalo la phepelo ka lebaka la khaello ea phepelo, ha taelo ea China ka kakaretso e tsitsitseng ka lebaka la thibelo le taolo e nepahetseng ea seoa e khothalelitse phetiso ea litaelo tsa kantle ho naha ho China. Ho latela lintlha tse tsoang ho AFS (AutoForecast Solutions), ho tloha bofelong ba Mots'eanong selemong sena, ka lebaka la khaello ea li-chip, 'maraka oa lefats'e oa likoloi o fokolitse tlhahiso ka likoloi tse ka bang limilione tse 1.98,' me Europe ke sebaka se nang le phokotso e kholo ka ho fetisisa ea tlhahiso ea likoloi. ka lebaka la khaello ea li-chip. Hona hape ke ntlha e kholo ea thekiso e ntle ea likoloi tsa China Europe.

Ho tloha ka 2013, ha linaha li entse qeto ea ho fetela ho nts'etsopele e tala, indasteri e ncha ea likoloi tsa matla e qalile ho ntlafala ka potlako.

Hajoale, linaha le libaka tse ka bang 130 lefats'eng li entse tlhahiso kapa li itokisetsa ho sisinya lipheo tsa ho se nke lehlakore ka khabone. Linaha tse ngata li hlakisitse kemiso ea nako ea ho thibela thekiso ea likoloi tsa mafura. Ka mohlala, Netherlands le Norway li entse tlhahiso ea ho thibela ho rekisoa ha likoloi tsa mafura ka 2025. India le Jeremane li itokisetsa ho thibela ho rekisoa ha likoloi tsa mafura ka 2030. Fora le United Kingdom li rera ho thibela ho rekisoa ha likoloi tsa mafura ka 2040. Rekisa likoloi tsa peterole.

Tlas'a khatello ea melao e ntseng e eketseha e thata ea tlhahiso ea khabone, ts'ehetso ea leano la likoloi tse ncha tsa matla linaheng tse fapaneng e tsoetse pele ho matlafala, 'me tlhoko ea lefats'e ea likoloi tse ncha tsa matla e bolokile mokhoa oa kholo, o fanang ka sebaka se pharaletseng bakeng sa likoloi tse ncha tsa matla a naha ea heso. ho kena mebarakeng ya mose ho mawatle. Lintlha li bonts'a hore ka 2021, thepa e ncha ea koloi ea naha ea heso e tla fihla ho li-unit tsa 310,000, e leng keketseho e ka bang makhetlo a mararo ka selemo, e leng karolo ea 15.4% ea kakaretso ea likoloi tse romelloang kantle ho naha. Halofo ea pele ea selemo sena, thomello ea likoloi tse ncha tsa matla e ile ea tsoela pele ho ba matla, 'me palo ea thepa e tsoang linaheng tse ling e ile ea eketseha ka makhetlo a 1.3 selemo le selemo, e leng karolo ea 16.6% ea kakaretso ea likoloi tse romelloang ntle. Kgolo e tswelang pele ya diyantle tsa makoloi a matjha kotareng ya boraro ya selemo sena ke tswelopele ya mokgwa ona.

Kgolo e kgolo ya diromelwantle tsa dikoloi tsa naha ya heso e boetse e ruile molemo katolosong ya “lekgotla la metswalle” ya mose ho mawatle.

Linaha tse haufi le "Belt and Road" ke limmaraka tse kholo tsa thepa ea likoloi tsa naha ea heso, tse etsang karolo e fetang 40%; ho tloha ka Pherekhong ho isa Phupu monongoaha, thepa e romelloang kantle ho naha ea heso ho ea linaheng tseo e leng litho tsa RCEP e bile likoloi tse 395,000, e leng keketseho ea selemo le selemo ea 48.9%.

Hajoale, naha ea heso e saenetse litumellano tsa khoebo ea mahala tse 19, tse akaretsang linaha le libaka tse 26. Chile, Peru, Australia, New Zealand le linaha tse ling li fokolitse litefiso tsa lihlahisoa tsa likoloi tsa naha ea heso, ho theha tikoloho e loketseng bakeng sa nts'etsopele ea machaba ea lik'hamphani tsa likoloi.

Ts'ebetsong ea phetoho le ntlafatso ea indasteri ea likoloi ea Chaena, ntle le ho shebana le 'maraka oa lehae, e shebane le 'maraka oa lefats'e. Hajoale, matsete a baetsi ba likoloi tsa malapeng 'marakeng oa likoloi tse ncha tsa matla a feta hole a lik'hamphani tsa likoloi tsa machaba. Ka nako e ts'oanang, lik'hamphani tsa likoloi tsa malapeng li itšetlehile ka likoloi tse ncha tsa matla ho hlahisa theknoloji e bohlale ea marang-rang, e nang le melemo ho bohlale le marang-rang, 'me e fetohile sepheo se khahlehang bakeng sa bareki ba tsoang linaheng tse ling. senotlolo.

Ho ea ka batho ba ka hare ho indasteri, ke hantle ka lebaka la lebelo la eona le ka sehloohong lefapheng la likoloi tse ncha tsa matla moo tlhōlisano ea machaba ea lik'hamphani tsa likoloi tsa Chaena e ntseng e tsoela pele ho ntlafala, mela ea lihlahisoa e 'nile ea tsoela pele ho ntlafala,' me tšusumetso ea brand e ntse e eketseha butle-butle.

Nka SAIC e le mohlala. SAIC e thehile libaka tse fetang 1,800 tsa papatso le lits'ebeletso tsa mose ho maoatle. Lihlahisoa le litšebeletso tsa eona li ajoa linaheng le libakeng tse fetang 90, 'me li theha limmaraka tse 6 tse kholo Europe, Australia, New Zealand le Amerika. Lithekiso tse akaretsang tsa mose ho maoatle li feta limilione tse 3. koloi. Har'a bona, thekiso ea SAIC Motor mose ho maoatle ka Phato e fihlile ho li-unit tsa 101,000, keketseho ea selemo le selemo ea 65,7%, e leng karolo ea hoo e ka bang 20% ​​ea thekiso eohle, ea fetoha k'hamphani ea pele Chaena ho feta li-unit tsa 100,000 ka khoeli e le 'ngoe mose ho maoatle. mebaraka. Ka Lwetse, diyantle tsa SAIC di ile tsa eketseha ho fihla ho 108,400 ya makoloi.

Mohlahlobi oa Securities oa Mothehi Duan Yingsheng o hlahlobile hore lihlahisoa tse ikemetseng li potlakisitse nts'etsopele ea mebaraka Asia Boroa-bochabela, Europe le Amerika ka kaho ea lifeme tsa mose ho maoatle (ho kenyeletsoa lifeme tsa KD), liteishene tse kopaneng tsa thekiso ea mose ho maoatle, le kaho e ikemetseng ea liteishene tsa mose ho maoatle. Ka nako e ts'oanang, tlhokomeliso ea 'maraka ea lihlahisoa tsa batho ba ikemetseng e ntse e ntlafala butle-butle. Limmarakeng tse ling tsa mose ho maoatle, botumo ba batho ba ikemetseng bo tšoana le ba lik'hamphani tsa machaba tsa likoloi.

Ho tšepisa menyetla ea hore lik'hamphani tsa likoloi li sebetse ka mafolofolo mose ho maoatle

Ha lik'hamphani tsa likoloi tsa naha li ntse li fumana tšebetso e ntle haholo ea ho rekisa thepa ea kantle ho naha, li ntse li romela limmaraka tsa mose ho maoatle ho itokisetsa bokamoso.

Ka la 13 Loetse, likoloi tse ncha tsa motlakase tsa SAIC Motor tsa 10,000 MG MULAN li ile tsa romelloa ho tloha Shanghai ho ea 'marakeng oa Europe. Ena ke sehlopha se seholo ka ho fetisisa sa likoloi tse hloekileng tsa motlakase tse rometsoeng ho tloha Chaena ho ea Europe ho fihlela joale. Motho ea amehang ea okametseng Lekala la Liindasteri le Theknoloji ea Tlhahisoleseding o boletse hore thekiso ea SAIC ea "10,000 cars to Europe" e tšoaea khatelo-pele e ncha ntlafatsong ea machaba ea indasteri ea likoloi ea naha ea heso, thepa e ncha ea likoloi tsa motlakase ea China e kene mohatong oa tsoelo-pele e potlakileng. , hape e tsamaisa indasteri ea likoloi ea lefats'e ho fetoha ho kenya motlakase.

Lilemong tsa morao tjena, mesebetsi ea katoloso ea mose ho maoatle ea Great Wall Motor e bile khafetsa haholo, mme kakaretso ea thekiso ea likoloi tse felletseng mose ho maoatle e feta 1 milione. Ka Pherekhong selemong sena, Great Wall Motor e ile ea fumana semela sa Maindia sa General Motors, hammoho le semela sa Mercedes-Benz Brazil se rekiloeng selemong se fetileng, hammoho le limela tse thehiloeng Russia le Thai, Great Wall Motor e hlokometse sebopeho sa Eurasia le Boroa. Limmaraka tsa Amerika. Ka Phato selemong sena, Great Wall Motor le Emile Frye Group ba fihletse tumellano ea tšebelisano 'moho,' me mekha e 'meli e tla hlahloba 'maraka oa Europe ka kopanelo.

Chery, e ileng ea romela limmaraka tsa mose ho maoatle pejana, e bone thepa ea eona ea kantle ka Phato e eketseha ka 152.7% selemo le selemo ho ea ho likoloi tse 51,774. Chery e thehile litsi tse 6 tsa R&D, metheo ea tlhahiso ea 10 le mabenkele a fetang 1,500 le libaka tsa lits'ebeletso mose ho maoatle, 'me lihlahisoa tsa eona li romeloa Brazil, Russia, Ukraine, Saudi Arabia, Chile le linaheng tse ling. Ka Phato selemong sena, Chery o ile a qala ho buisana le baetsi ba likoloi ba Russia ho hlokomela tlhahiso ea lehae naheng ea Russia.

Ho tloha mafelong a Phupu ho isa maqalong a Phato selemong sena, BYD e phatlalalitse ho kena 'marakeng oa likoloi tsa baeti Japane le Thailand, mme e qalile ho fana ka lihlahisoa tse ncha tsa likoloi tsa matla bakeng sa limmaraka tsa Sweden le Jeremane. Ka la 8 Loetse, BYD e phatlalalitse hore e tla haha ​​​​fektheri ea likoloi tsa motlakase Thailand, e reretsoeng ho qala ts'ebetso ka 2024, ka matla a tlhahiso ea selemo le selemo a likoloi tse ka bang 150,000.

Changan Automobile e rera ho aha litsi tse peli ho isa ho tse 'ne tsa tlhahiso ea mose ho maoatle ka 2025. Changan Automobile e boletse hore e tla theha ntlo-kholo ea Europe le ntlo-kholo ea Amerika Leboea ka nako e loketseng, mme e kene mebarakeng ea likoloi tsa Europe le Amerika Leboea ka lihlahisoa tsa likoloi tsa boleng bo holimo le tsa theknoloji e phahameng. .

Mabotho a mang a macha a ho etsa likoloi a shebile limmaraka tsa mose ho maoatle 'me a labalabela ho leka.

Ho latela litlaleho, ka la 8 Loetse, Leap Motor e phatlalalitse ho kena ha eona ka molao mebarakeng ea mose ho maoatle. E fihletse tshebedisano-mmoho le khamphani ya indasteri ya makoloi ya Israel ho romela sehlopha sa pele sa T03s ho Iseraele; Weilai o boletse ka October 8 hore lihlahisoa tsa eona, lits'ebeletso tsa tsamaiso ka bophara le Mokhoa o mocha oa khoebo o tla sebelisoa Jeremane, Netherlands, Sweden le Denmark; Xpeng Motors e boetse e khethile Europe e le sebaka se ratoang bakeng sa ho ikopanya ha lichaba tsa lefatše. E tla thusa Xiaopeng Motors kapele ho kena 'marakeng oa Europe. Ho feta moo, AIWAYS, LANTU, WM Motor, joalo-joalo le tsona li kene 'marakeng oa Europe.

China Automobile Association e bolela esale pele hore likoloi tsa naha ea heso li lebelletsoe ho feta limilione tse 2.4 selemong sena. Tlaleho ea morao-rao ea lipatlisiso ea Pacific Securities e boletse hore ho etsa matsapa lehlakoreng la kantle ho naha ho ka thusa lik'hamphani tsa lapeng tsa boleng bo holimo le likarolo ho potlakisa katoloso ea ketane ea indasteri, le ho matlafatsa matla a bona a mantlha mabapi le ntlafatso ea theknoloji le ntlafatso ea sistimi ea boleng. .

Leha ho le joalo, basebetsi ba indasteri ba lumela hore lihlahisoa tse ikemetseng li ntse li tobana le mathata a itseng "ho ea mose ho maoatle". Hona joale, boholo ba lihlahisoa tse ikemetseng tse kenang 'marakeng o tsoetseng pele li ntse li le boemong ba teko,' me ho ikopanya ha lichaba tsa lefatše tsa likoloi tsa Chaena ho ntse ho hloka nako ea ho netefatsa.