Izolo, okukahle kukhishwe uhlu lokuthengisa lwamasonto onke lweviki lesithathu le-2024 (ngoJanuwari 15 kuya kuJanuwari 21st) njengoba kuhleliwe. Ngenzuzo encane yamayunithi ayizigidi eziyi-0.03, iphinde yathola indawo yokuqala evela ku-wenjie.
Okuhle okuzokweba lo mbukiso ngo-2023 ekuqaleni kwakujwayele ukunqoba. Ngo-December 2023, ukuthengiswa okulungile kwanyanga zonke kudlula izimoto ezingama-50 000, zibeka irekhodi eliphakeme. Ingqikithi yokuthengisa ngo-2023 izofinyelela izimoto ezingama-376,000, icishe iphindwe kabili ngonyaka owedlule. Sekuphenduke amandla amasha okuqala ukuwela uphawu lokulethwa konyaka lwezimoto ezingama-300,000 futhi okuwukuphela kwamandla amasha anenzuzo njengamanje.
Kuze kube isonto lokuqala lalo nyaka, lapho uLi Auto ekhipha uhlu, ukuthengiswa kwalo masonto onke kwehle ngamayunithi angama-9,800 kusuka evikini eledlule kuya kumayunithi angama-4 300, irekhodi elibi kakhulu ezinyangeni eziyisithupha ezedlule. Ngakolunye uhlangothi, uWenjie wedlula okulungile okokuqala ngqa ngesibalo sezimoto ezingama-5 900.
Evikini lesibili lalo nyaka, uWenjie waqhubeka nokudlula kohlu lwe-New Energy Vehicle Brand Mattery ethengisa ngeviki nge-6,800 iyunithi amayunithi angama-6,800, ngenkathi ekahle abekwe owesibili nge-6 800 amayunithi amayunithi angama-6,800.
Ingcindezi ebhekene nayo ekuqaleni konyaka omusha omuhle ibangelwa inhlanganisela yezinto.
Ngakolunye uhlangothi, ngoDisemba nyakenye, ukuze kufinyelelwe ithagethi lokulethwa kwezinyanga ezithengiswayo zanyanga zonke zamayunithi angaphezu kuka-50 000, ekahle asebenze kanzima izinqubomgomo ezikhethayo ze-terminal. Ngenkathi kuqabula irekhodi laso, kucishe kwakhanyisa ama-oda abasebenzisi ngesandla.
Ngakolunye uhlangothi, ukushintshwa kwesizukulwane esizayo komkhiqizo nakho kuzoba nomthelela othile ekuthengisweni kwemali. Amamodeli amathathu ohlu olunwetshiwe l uchungechunge l9 \ l8 \ l7 uzothola izibuyekezo zokucushwa, futhi amamodeli angama-2024 azokhululwa ngokusemthethweni futhi athunyelwe ngoMashi. I-blogger yemoto iveze ukuthi imodeli ye-Smart Phezulu e-2024 ekahle l chungechunge kulindeleke ukuthi isebenzise i-Qualcomm Snapdragon 8295 chip, futhi uhla olumsulwa lukagesi lwemoto futhi kulindeleke ukuthi luthuthukiswe. Abanye abathengi abangaba khona babamba izinhlamvu zemali ezilinde ukuthenga.
Yini engeke unganakwa yi-XinWenjie M7 ne-M9, okuncintisanayo amakhanda ekhanda ngamamodeli amakhulu afanele. Muva nje, yu chengdong iposwe ku-weibo ukuthi izinyanga ezine ngemuva kokukhululwa kwe-M7 entsha yeWenjie, inani lamayunithi lidlule ku-130,000. Ama-oda wamanje abeke umthamo wokukhiqizwa kukaKoresi ngamandla agcwele, futhi manje amandla okukhiqiza amasonto onke kanye nevolumu yokulethwa kumayelana okufanayo. Njengoba umthamo wokukhiqiza kancane uwaqhuma kancane, izibalo zokuthengisa zizoqhubeka zikhuphuke.
Ukuze uvuse ukuthengisa, i-lideal isanda kuvula inqubo enamandla amakhulu okukhetha kunomhlaka wokugcina. Uhla lwentengo yokunciphisa inani lezinhlobo ezahlukene ze-L7, L8 ne-L9 namamodeli asuka ku-yuan angama-33,000 kuya ku-36,000 yuan, abe yisephulelo esikhulu kunazo zonke kusukela ekuqaleni konyaka. Omunye wemikhiqizo yemoto enkulu kunazo zonke.
Ngaphambi kokuthumba insimu entsha, ilungele ukusebenzisa ukuncishiswa kwentengo ukuthola ukuthola insimu elahlekile ngokushesha okukhulu.
Ngokusobala, ngemuva kwe- "roller coaster" ukuthengiswa ngesonto eledlule, okuhle kubonile ukuthi akukubi kangako 'ukugwema onqenqemeni lukaHuawei ". Okulandelayo kuyikhanda elingenakugwenywa.
01
I-Huawei ayikwazi ukugwenywa
Ukuchazwa komkhiqizo okunembile kuyiphuzu lokuqala lempumelelo efanelekayo engxenyeni yokuqala. Lokhu kunikeza ithuba elifanele ithuba lokuthatha ijubane elethusayo futhi ube se-PAR nabaphikisi bayo abavuthiwe ezingeni lenhlangano ngokuya ngokusebenza kokuthengisa. Kepha ngasikhathi sinye, lokhu futhi kusho ukuthi lokho okuhle kufanele kubhekane nenani elikhulu lokulingisa nokuncintisana ku-niche efanayo yemvelo.
Njengamanje, i-LI auto inamamodeli amathathu ayathengiswa, okungukuthi uLili L9 (i-SUV yesithupha ephakathi kwe-RMB 400,000), kanye ne-L7 (i-SUV yesithupha ngaphansi kwe-RMB 400,000), kanye ne-RMB 400,000).
UWenjie futhi unamamodeli amathathu athengiswa, i-M5 (250,000-Class Compact SUV), i-S7 entsha ye-M7 (300,000-Class ephakathi ne-SUV), kanye ne-M9 (500,000-Class Luxury SUV).
I-2022 wentshi M7, ebekwa ezingeni elifanayo nelifanele, lenza kahle zizwe isifiso se-latecomer okokuqala. Sekukonke, i-wenjie m7 futhi ekahle ekwakhiweni kwamanani afanayo, kepha owayekade enebanga lentengo ebanzi. Uma kuqhathaniswa nentengo yento ekahle, inguqulo ye-Resear-wheel drive ye-wenjie M7 eshibhile futhi isiphetho. Amandla enguqulo angcono. Kukhona nama-TV amaningi anemibala, iziqandisi nama-sofa amakhulu. I-Huawei's dection dection drive kagesi ehlanganisiwe, uhlelo lokuphathwa kwe-thermal nezinye izinzuzo zobuchwepheshe Faka kumaphuzu avelele womkhiqizo.
Ngaphansi kokuthi "Ukusebenza Kabi" Okuhlaselayo, ukuthengiswa kwento efanelekile kwaqala ukukhipha ngenyanga lapho kwethulwa uWenjie M7, futhi kwadingeka ukuthi ayeke ukukhiqizwa kusenesikhathi. Kanye nalokhu, kukhona nochungechunge lwezindleko ezifana nokunxephezela abahlinzeki ngokulahleka kwezigidigidi ezingaphezu kwezigidi eziyinkulungwane, ukulahleka kwamaqembu, njll.
Ngakho-ke, kwakukhona iposi elide le-Weibo lapho uLi Xiang avuma ukuthi 'wayekhubazekile' nguWenjie, ngawo wonke amagama acishwe izinyembezi. "Simangale ukuthola ukuthi izinkinga ezibuhlungu esihlangane nazo ocwaningweni lomkhiqizo nasekuthuthukisweni, ukuthengiswa kanye nezinsizakalo, ezenhlangano nasekukhiqizweni, ezezimali zenhlangano, njll. Zasombululwa ngaphezulu kweminyaka eyishumi edlule, noma eminyakeni engamashumi amabili edlule."
Emhlanganweni wamasu ngoSepthemba 2022, bonke abaphathi benkampani bafinyelela esivumelwaneni sokufunda eHuawei ngendlela ezungezile. U-Li Xiang wahola mathupha ekusunguleni inqubo ye-IPMS futhi wafaka abantu abavela eHuawei ukusiza le nhlangano ukufeza ukuziphendukela kwemvelo okuphelele.
UZou Liangjun, uMongameli Ophakeme Wokuthengisa Wezokuthengisa kanye nenkonzo ye-LI Auto, uyisikhulu senhlonipho yangaphambili. Ujoyine uLi Auto ngonyaka owedlule futhi unesibopho seqembu lokuthengisa nesevisi, ukuphatha ukuthengisa, ukulethwa, insizakalo kanye nenethiwekhi yokushaja.
U-Li Wenzhi, uMqondisi Wokulawulwa Kwe-Huawei's Global HRBP, naye wajoyina uLi Auto ngonyaka owedlule futhi wakhonza njengenhloko yehhovisi le-CFO, obhekele inqubo ye-LI Auto, inhlangano kanye nokuguqulwa kwezezimali. ULi Wenzhi usebenzele i-Huawei iminyaka engu-18, lapho iminyaka eyi-16 yokuqala yayinomthwalo wemfanelo wokuthengisa ezimakethe ezifuywayo nakwaphesheya kwezilwandle, futhi iminyaka emibili edlule ibibhekene nomsebenzi wabasebenzi beqembu.
UXie Yan, owayengumphathi wesoftware kaHuawei's Consumer BG kanye nomqondisi woMnyango we-Terminal OS, wajoyina i-LI Auto njengonyaka owedlule. Wayenomthwalo wemfanelo wokukhuthaza ukuqaliswa kwama-chip azikhulile, kufaka phakathi uhlelo lokusebenza lokuzikhethela lwe-LI auto kanye neplatifomu yamandla e-computing. Uphethe nekomidi le-AI technical elisanda kusungulwa kahle.
Ngokwezinga elithile, ngaphambi kokukhuphuka kwe-wenjie, okuhle kuvule kabusha "i-huawei encane" embonini yezimoto, nezinqubo zayo zenhlangano kanye nezindlela zokulwa zakhula ngokushesha. Impumelelo yemodeli ye-L Yechungechunge ibe ngumsebenzi omuhle.
Kepha ekuhlaziyeni kokugcina, i-Huawei yinkampani eChina engeke ikopishwe. Lokhu kuboniswa ngokukhethekile ekuqondeni kwezobuchwepheshe enkundleni ye-ICT, ububanzi kanye nokujula kwezinsizakusebenza ze-R & D, isipiliyoni ekunqobeni imakethe yomhlaba, kanye nekhono lomkhiqizo elingenakuqhathaniswa.
Isinyathelo sokuqala se-Huawei ukungena embonini yezimoto futhi ususe ukulahleka kokunciphisa ukubhekwa kwe-pixel-level ngokumelene nezinhloso zomholi engxenyeni yemakethe. Uthisha uzokhombisa imibuzo eyenziwe abafundi.
I-M7 entsha ihlose e-L7 ekahle, ukuyisebenzisa njengemodeli yokuqhathanisa e-CORE ukuxhaphaza ngokuphelele inzuzo yokusebenza kwezindleko. Ngemuva kokuthi i-M9 yethulwe, yaba ngumncintiswano oqondile kakhulu we-L9 ekahle. Ngokuya kwamapharamitha, kuqokomisa "okungekho abanye, enginakho, nokuthi yini abanye abanayo, nginekhono"; Uma nje umkhiqizo uqobo ukhathazekile, i-chassis, amandla, i-cockpit kanye nokushayela okuhlakaniphile kukhombisa ukusebenza okumangalisayo.
Mayelana nokuthi yimiphi imibono ekahle uHuawei, uLi Xiang ephindaphindwe kaninginingi ukuthi "okulungile kugcina isimo esihle sengqondo lapho sibhekene ne-huawei: 80% Ukufunda, i-20% inhlonipho, kanye ne-0% ikhala."
Lapho la mandla womabili ancintisana, ajwayele ukuncintisana ukushiyeka komgqomo. Yize imboni ithola umfutho, idumela lomkhiqizo elilandelayo kanye nokusebenza kwezidingo kuzosaletha ukungaqiniseki. Muva nje, izinga lokukhula kwama-oda belincipha. NgoNovemba 27, 2023, izimoto ezingama-100,000 zeWenjie M7 zayalwa; NgoDisemba 26, 2023, izimoto eziyi-120,000 zeWeljie M7 zayalwa; NgoJanuwari 20, 2024, izimoto eziyi-130,000 uWenjie M7 zayalwa. I-backlog of ama-oda inezinto ezanda zaba abathengi 'zibona isimo. Ikakhulu ngaphambi konyaka omusha, abathengi abaningi bafuna ukuthatha izimoto zabo futhi bazibekele ekhaya unyaka omusha. Abanye abasebenzisi bathi bekuthenjiswa ukulethwa kungakapheli amasonto amane-6, kepha manje iningi labantu alisho lutho ngemoto amasonto angaphezu kwali-12. Abanye abasebenzisi bathi manje kuthatha amasonto angama-6-8 ukuthatha imoto yenguqulo ejwayelekile, kuyilapho kuthatha izinyanga ezi-3 ukuthola inguqulo ephezulu.
Kunezimo eziningi zamabutho amasha aphuthelwe emakethe ngenxa yezinkinga zamandla okukhiqiza. I-NIO ET5, i-Xpeng G9, ne-Changan Deep Blue Blue SL03 Sonke baphethwe yizingqinamba zokulethwa, futhi ukuthengiswa kwabo sekushintshile kushisa kuya kubanda.
Impi yezentengiso iyisivivinyo esiphelele somkhiqizo, inhlangano, imikhiqizo, ukuthengisa, ukuhlinzekwa kwamaketanga, nokulethwa kobuso obuhle nobuso be-huawei ngasikhathi sinye. Noma yiliphi iphutha lingaholela ekushintsheni okungazelelwe esimweni sempi.
02
Indawo efanelekile yenduduzo, akukho ukubuya emuva
Ngezinhloso, noma ngabe zingamelana nalo mzabalazo nomhlaba, u-2024 usazogcwala izinselelo. Indlela efakazelwe ukuthi iphumelele imakethe engxenyeni yokuqala ngokuqinisekile ingaqhubeka, kepha kungenzeka ingakwazi ukuphindaphinda impumelelo elandelayo enkundleni entsha. Ngamanye amagama, lokhu akwanele.
Ngo-2024, uLi Auto usethe ilitshe lokuthengisa lonyaka lezimoto ezingama-800,000. Ngokusho kukaZou Liangjun, uMongameli Ophakeme we-LI Auto, imakethe enkulu ihlukaniswe izingxenye ezintathu:
Okokuqala, i-L7 / L8 / L9 Izimoto ezintathu ezithengiswayo zinentengo ephakathi engaphezu kuka-300,000, kanti okuhlosiwe amayunithi angama-400,000 ngonyaka we-2024;
Okwesibili yimodeli entsha efanele i-L6, ebekwa ngaphansi kwamayunithi angaphansi kwama-300,000. Kuzokwethulwa ngo-Ephreli futhi kuzophonsela inselelo yokuthengisa njalo ngenyanga amayunithi angama-30,000 futhi kulindeleke ukuthi afinyelele amayunithi angama-270,000;
Okwesithathu yi-MPV emsulwa i-MPV elungile, ezokwethulwa ngokusemthethweni futhi ihanjiswe ngoMashi kulo nyaka. Izophonsela inselelo okuhlosiwe kwanyanga zonke kwamayunithi angama-8,000 futhi kulindeleke ukuthi athengise amayunithi angama-80,000. Lezi zimoto ezintathu zizonke izimoto ezingama-750,000, kanti nezimoto ezisele ezingama-50 000 zizoncika kumamodeli kagesi amathathu aphezulu ahle azokwethula engxenyeni yesibili yonyaka.
Ukwanda kwe-matrix yomkhiqizo kuletha amathuba womabili nezinselelo. Emakethe ye-MPV ukuthi iMega isizongena, izimbangi ezifana ne-Xpeng X9, i-Byd Denza D9, Jikrypton 009, futhi i-Great Wall Weipai Alpine izungezwe izitha. Ikakhulu i-Xpeng X9, okuyiyonakela kuphela imodeli ebangeni lentengo yalo eza ezinhlaka ezilinganiswe nge-Real-Wheel Steering kanye ne-Dual-Chamber Air Springs. Ngentengo ka-350,000- 400,000 yuan, kubiza kakhulu. Ngokuphambene, noma ngabe i-mega intengo ngaphezu kwama-500,000 yuan angakhokhelwa ngemakethe esadingeka ukuthi iqinisekiswe.
Ukungena emakethe kagesi emsulwa nakho kusho ukuthi okuhle kuzodingeka ukuthi ancintisane amakhanda ngezimbangi ezinjengeTesla, Xpeng, neNio. Lokhu kusho ukuthi okuhle kufanele kutshale imali ethe xaxa kubuchwepheshe obukhulu njengebhethri, ubuhlakani kanye nokugcwaliswa kwamandla. Ikakhulu ngohlu lwamanani emikhiqizweni esemqoka ekahle, ukutshalwa kwezimali okuhlangenwe nakho kokuphindaphindeka kwamandla kubalulekile.
Ukuthengisa ububanzi obunwetshiwe kanye nezimoto ezihlanzekile zikagesi kahle nazo kuzoba yinselelo entsha yamakhono okuthengisa amahle. Ngokufanelekile, ukuvela kwemvelo kumele kwenziwe ngesisekelo sezindleko zokulawula futhi kwandise ukusebenza kahle kokuthengisa okuqondile.
Ukusizakala kwezinsizakusebenza eziqoqiwe kusuka ekunqobeni engxenyeni yokuqala, ekahle kuzoqala ukusheshisa ukwakheka kwawo okuzungezile ngo-2024. Ukuthuthukisa ukushiyeka nokuhlekisa ukushiyeka okungcono kakhulu kulo nyaka.
Ngokuya kwezobunhloli, ngesikhathi sokonga lenkomfa yekota yesithathu edlule, uMengameli we-LI auto kanye noNjiniyela Obukhulu Ma Donghui bathi uLi Auto uzothatha "ukushayela okuqondile okuqondayo" njengenhloso yayo ehlakaniphile "njengenhloso yayo yobuhlakani. Ngo-2025, usayizi weqembu le-L & D le-L & D kulindeleke ukuthi likhuphuke kubantu abangama-900. Yandiswa kubantu abangaphezu kuka-2 500.
Ukuze ubhekane nengcindezi evela eHuawei ukwandisa izitolo zayo, okuhle kuzothuthukisa nokutshalwa kwezimali eziteshini. Ku-2024, inethiwekhi yokuthengisa efanelekile izokwengeza ngokuya ngedolobha lesithathu neline. Kulindeleke ukuthi kufinyelelwe ukumbozwa okugcwele kwamadolobha ase-tier wesithathu ngasekupheleni kuka-2024, ngesilinganiso sokumboza esingaphezu kwama-70% emadolobheni amahlanu. Ngasikhathi sinye, amapulani we-LI auto ukuvula izitolo ezingama-800 ngasekupheleni kwalo nyaka ukusekela ithagethi yayo yonyaka yokuthengisa yezimoto ezingama-800,000.
Eqinisweni, ukulahlekelwa kokuthengisa emavikini amabili okuqala akuyona into embi yento ekahle. Ngokwezinga elithile, i-Huawei ingumphikisi owakhekela kahle futhi walwa. Uma sibona ngokucophelela, singathola izimpawu ezinjalo ngokuya nge-Propaganda Cliber kanye nendlela yamasu.
Uma ubheka yonke imboni yemoto, kungenye yezivumelwano ezimbalwa ukuthi kuphela ngokuba phakathi kwabambalwa abaphezulu ozoba nethuba lokusinda. Amandla kaHuawei embonini yezimoto awakadedelwa ngokuphelele, futhi bonke abaqhudelana sebezwile ingcindezi engaphefumuli. Ukwazi ukuncintisana futhi uqhathanise nabaphikisi abanjalo kuyindlela enhle yokusungula isikhundla emakethe. Okudingakalayo okulandelayo kweLanga Gong ukwakha idolobha elisha.
Emncintiswaneni onolaka, okini futhi u-huawei kufanele akhombise amakhadi abo ama-trump. Akekho umdlali ongahlala emuva abuke ukulwa phakathi kwamahlosi namahlosi. Kuwo wonke umkhakha wezimoto, umkhuba ophawuleka kakhulu ukuthi bambalwa abantu basho "Wei Xiaoli". Imibuzo nezinhloso zakha isakhiwo esingamandla, ikhanda lisheshisa ukuhlukanisa, umphumela uMatthew uyaqina, futhi umncintiswano uzoba nolaka ngokwengeziwe. Lezo zinkampani ezansi kohlu lokuthengisa, noma ngisho hhayi ohlwini, zizoba nesikhathi esinzima.
Isikhathi Seposi: Jan-26-26-2024