Imakethe yezimoto yango-2024, eyaziwa njengesitha esiqine kakhulu nesinselele kakhulu. Impendulo isobala - BYD.Kudala, u-BYD wayengumlandeli nje. Ngokukhula kwezimoto ezintsha zemithombo yamandla e-China, i-BYD yabamba ithuba lokugibela inkathi yemoto ye-wave.Fuel, ukuthengiswa konyaka we-BYD akuzange kungene iklabhu engaphezu kwesigidi esisodwa. Esikhathini esisha samandla, ngemuva kokuvinjelwa okuqinile kokuthengiswa kwezimoto zikaphethiloli, i-BYD yaphinda kabili ukuthengiswa kwayo kwaminyaka yonke kusuka ezimotweni eziyizinkulungwane ezingama-700 kuya kweziyi-1.86 ngonyaka owodwa nje. Ngo-2023, ivolumu yokuthengisa ye-BYD yeqela ezigidini ezingu-3, futhi inzuzo inetha kulindeleke ukuthi idlule ama-yuan ayizigidi eziyizinkulungwane ezingu-30. Akukhona lokho kuphela, kusukela ngo-2022 kuya ku-2023 iminyaka emibili ilandelana, i-BYD ingaphezu kuka-Tesla ngokuphindaphindiwe eqoqweni lezinsiza zamandla amasha emhlabeni jikelele. ukuthengiswa kwezimoto. Ngokusobala, ukukhiqizwa kwezinsiza ezintsha ze-BYD kanye nesilinganiso sokumaketha singena esigabeni esisha, ngesikhathi esifushane akekho ongameshanisa."Ungayihlula kanjani i-BYD?" Kufanele kube yinto wonke umuntu oqhudelana naye okufanele acabange ngayo.Ngakho-ke, ngo-2024, i-BYD yokukhula ngesivinini esiphezulu iyasimama? Ingabe imakethe isazinzile? Ibaphi abaphikisi abazohlasela?
Ngabe ukukhula kwe-BYD kuzovela kuphi ngo-2024?
Uma inkampani yezimoto ifuna ukugcina ukukhula okuqinile ekuthengisweni, kufanele ibe nemikhiqizo ye-Ivy ukuze izinze i-base plate, futhi kufanele iqhubeke nokuphusha okusha nokudala ukunyuswa okusha. Abahlaziyi be-Gaishi Automotive Institute bakholelwa ukuthi ukuthengiswa kwe-BYD kulo nyaka, okuwumgogodla wokuthengisa okukhulayo ikakhulukazi okuvela ku-Equation leopardBrand, Dynasty and Ocean ochungechungeni lwezinhlobo ezintsha ezimbili kanye nokukhula ngokushesha kwezimakethe zangaphandle.
Njengoba sonke sazi, ubukhosi kanye nolwandle olubili uchungechunge, luyinsika ephelele yokuthengisa kwe-BYD. Ngo-2023, i-Ocean Series yethula ukuhlasela okuqinile, yethula izinhlobonhlobo zezimoto ezintsha ezifana ne-Dolphin ne-Seagull, eyehlisa intengo yemoto kagesi ehlanzekile ye-BYD yaba ngaphansi kwama-yuan angu-80,000 futhi yakha kabusha imakethe yamayuan ayizinkulungwane eziyi-100, yaphinde yacindezela ingxenye yezimoto ezihlangene. thengisa izimoto zikaphethiloli ngentengo efanayo kanye ne-SAIC, i-GM, i-Wuling nezinye izinhlobo. Bheka uchungechunge lozalo, umkhiqizo we-Huanxin uthuthukela enguqulweni engumpetha, empeleni, uwuhlobo olucashile lokuvula imodeli yokunciphisa amanani (ngokusekelwe inzuzo yesikali sezindleko, okwenza umkhiqizo udayiswe ishibhile). Isibonelo, ekuqaleni konyaka odlule, inguqulo engumpetha we-Qing PLUS DMi, intengo yehle yafika ezingeni lamayuan angu-100,000. Lena yi-BYD ukuya ku-1 00000 - 2 00000 yuan isignali yemakethe yeVolkswagen yokumemezela impi.
Uma sibheka imiphumela yokuthengisa, isu lozalo nolwandle ngokungangabazeki liphumelele. Ngo-2023, ukuthengiswa okuhlanganisiwe kochungechunge olubili kwafinyelela kumayunithi angama-2,877,400, okuwukunyuka kwama-55.3% unyaka nonyaka.
Phakathi kwazo, i-Seagull, i-Qing PLUS, i-Yuan nezinye izinhlobo ezidayiswayo ezishisayo zithengise amayunithi angaphezu kwezinkulungwane ezingama-30 noma ngaphezulu, kanye nezinhlobonhlobo zamamodeli afana ne-Han, i-Han, i-Don, iNgoma nezinye ezizinzile ngamayunithi angaphezu kuka-10,000. Ngokusobala, uma kuqhathaniswa nezinye izinkampani zezimoto, amamodeli we-BYD angaphezu kuka-10 wepuleti lesisekelo elizinzile "eliqhumayo". Mayelana nokwenyuka, uphiko lweGeist Automobile Research Institute luthe izinhlobo ezintsha ezifana neSong L kanye neSea Lion yizona ezizoba nomthelela omkhulu ekukhuleni kokuthengiswa kwalolu chungechunge olubili kulo nyaka.
I-Equation Leopard entsha sha, ekhishwe ngo-Agasti nyakenye, kulindeleke ukuthi inyuse ivolumu ngokushesha kulo nyaka. I-Equation Leopard ingumkhiqizo wesine owethulwe yi-BYD, ibeka izindawo zobuchwepheshe eziqondene nawe. NgoNovemba wonyaka ofanayo, imodeli yokuqala ye-Leopard 5 yafakwa ohlwini, enenani lama-yuan angama-289,800 kuya ku-352,800, futhi isilethiwe.
Ngamanani aphansi, ukugunyazwa okuqinile komkhiqizo, futhi kugxilwe kakhulu ekukhuleni kwesidingo sabasebenzisi bezimoto ezingekho emgwaqeni, inani lokuthengiswa kwe-Equation Leopard 5 lidlule amayunithi angu-5,000 ngenyanga yokuqala egcwele, yanqoba impi yokuqala, futhi kubikezelwa ukuthi kulo nyaka ukuthengisa kulindeleke ukuthi kuqhubeke.Ngaphezu kwalokho, imakethe yokuthekelisa izophinde ibe ngenye indlela ekukhuleni kokuthengisa kwe-BYD. Unyaka wezi-2023 unyaka wokuhwebelana kwembulunga yonke kwe-BYD. USihlalo we-BYD u-Wang Chuanfu wake wathi, "Inhloso ka-2023 ukuhwebelana kwembulunga yonke, i-BYD ibilokhu ithumela ngaphandle kanye nokukhiqizwa kwasekhaya izindlela ezimbili zokuthuthukisa isu lokuhwebelana kwembulunga yonke." Iminyaka emibili kuphela, ibhizinisi lezimoto zabagibeli le-BYD selingene eJapan, eJalimane, e-Australia, eBrazil, i-United Arab Emirates, cishe amazwe angu-60 nezifunda.Ngamandla omkhiqizo aqinile nokubonakala okuphezulu (kusukela ngo-2022 ukuthengiswa kune-FAW-Volkswagen, ukuthengiswa kwe-BYD phesheya kwezilwandle kukhula ngokushesha, kufinyelela kumayunithi angu-240,000 ngo-2023, kukhuphuke izikhathi ezingu-3.3 ngonyaka, kanye ne-BYD iphakathi kokuhamba phambili ekuthengisweni kwezimoto zemithombo yamandla amasha emazweni nasezifundeni eziningi.
Kulo nyaka, i-BYD iyaqhubeka nokusheshisa isivinini sokuvula izimakethe zaphesheya kwezilwandle. I-BYD plant eThailand izosebenza maduze futhi ikhiqize, etholakala eYurophu e-Hungary plant, eNingizimu Melika, isitshalo saseBrazil sizoqala ukwakhiwa. Lokhu kukhombisa ukuthi i-BYD kancane kancane ihweba ngokuthumela kwamanye amazwe okugxile ekukhiqizeni okwenziwe endaweni. Ngokuphothulwa kwamafekthri nokukhiqizwa kwezilwandle, i-BYD izophinde inciphise izindleko, ithuthukise ukuncintisana kwemikhiqizo emakethe yasekhaya.Ukuthengiswa kwe-BYD phesheya kulindeleke ukuthi kudlule izimoto eziyizinkulungwane ezingu-500 kulo nyaka, ngokuphindwe kabili kusukela ngonyaka odlule, abahlaziyi beGaia Automotive Research Institute .
Ingabe ukukhula kuzohamba kancane kulo nyaka?
Ngokusekelwe ekukhuleni okuphelele kokuthengiswa kwamandla amasha kanye nesinqumo se-BYD sokuthuthukiswa kwesikali, i-BYD ngonyaka odlule ukuqedela umgomo wokuthengisa oyizigidi ezi-3, kulindeleke embonini. I-BYD isazomemezela umgomo wokuthengisa ka-2024. Nokho, ngokusekelwe kusisekelo sokuthengisa samanje se-BYD nezinga lokukhula, inani lama-ejensi libikezela ukuthengiswa nokusebenza kwayo ngo-2024.Izindaba ezibanzi zamaqembu amaningi, imboni ngokuvamile ikholelwa ukuthi ukuthengiswa kwe-BYD ngo-2024 izoqhubeka nokugcina ukukhula, kodwa ubukhulu bokukhuphuka buhlukile.I-Shengang Securities inethemba, ibikezela ukuthi ngokungena kwemithombo yamandla amasha izimoto ziyakhula, umthamo wokukhiqiza ukhulula ngokushesha, kanye neDolphin DM-i, Ingoma L, Teng Shi N7 / I-N8, Uma sibheka ku-U8/ U9, Leopard 5 nezinye izimoto ezintsha sezethulwe emakethe, i-BYD isaqhubeka nomjikelezo wokukhangisa imikhiqizo emisha, ukuthengiswa kuka-2024 kulindeleke ukuthi kudlule amayunithi ayizigidi ezi-4, okuwukunyuka okungaphezu kuka-30% ngaphezu isikhathi esifanayo ngonyaka odlule.
I-Gaishi Automotive Research Institute iqaphe kakhulu, kulindeleke ukuthi kuthengiswe ngo-2024 kwezigidi ezingu-3.4 kuya kwezingu-3.5 noma ngaphezulu, ukwanda okungaba ngu-15%, "lokhu kuhlanganisa ukuthengiswa kwamanye amazwe." Abahlaziyi baveze ukuthi lokhu kusekelwe ekusebenzeni kokuthengisa kwe-BYD ezinyangeni ezedlule, empeleni, "kusukela engxenyeni yesibili yonyaka odlule, ukukhula kwasekhaya kwe-BYD bekunokuvilapha kakhulu." Njengoba ubona, umgomo wokuthengisa we-BYD wezi-2023 wezimoto eziyizigidi ezi-3 akuzuzwanga kwaze kwaba yinyanga edlule, futhi kwagcina kunezimoto eziningi ezingu-20,000. Ukuze kufinyelelwe umgomo wokuthengisa obekwe ngo-2023, i-BYD ijwayele ukulungisa amanani engxenyeni yesibili yonyaka. Kodwa-ke, kusukela esimweni sokuthengiswa kwetheminali, akukho ngcono kakhulu. Idatha yokuthengiswa kwetheminali ibonisa ukuthi kusukela ngoJuni kuya kuNovemba, umthamo womshuwalense we-BYD uzinzile, uzinzile cishe ezimotweni eziyizinkulungwane ezingu-230. "Lokhu kukhombisa ukuthi ukukhushulwa kokunciphisa amanani kuzinzile kuphela ukuthengisa, kodwa akuzange kulethe ukukhula okuphawulekayo," kusho umhlaziyi.
I-BYD, okwamanje, ibhekene nengcindezi ephezulu. Ngaphansi komthelela wezimbangi ezifana nomhlaba onemibuzo, ukusebenza kwemakethe yochungechunge lwe-Biadihan kubonakala kubuthakathaka. Ngo-2023, uchungechunge lwe-Han lwaba nezimoto eziyizinkulungwane ezingama-228, phansi zisuka ezinkulungwaneni ezingama-270 ngonyaka owedlule. Ukusabela kwemakethe kwe-N7 ne-N8 neminye imikhiqizo esohlwini lwe-Teng Potential nakho kuncane kunalokho obekulindelwe, futhi isilinganiso sanyanga zonke sokuthengisa sihamba sihamba cishe izimoto ezingu-1,000, sisasekelwa i-D9. Ochungechungeni olubili lwe-Ocean and Dynasty, abahlaziyi be-Gaius Automotive Research I-Institute ikholelwa ukuthi amamodeli akhona akhona e-BYD aqhuma njenge-Qin, Song, Han, yuan, seagull, njll., ukusebenza kwalo nyaka emakethe yasekhaya, kulindeleke ukuthi kugcine izinga lokuthengisa lanyanga zonke lamanje noma ukwehla kancane, ngeke lisakwazi ukuhlinzeka futhi. ukwanda kakhulu komkhiqizo.Mayelana nokubheka umkhiqizo, uma kubhekwa ukuma kwawo kwenani lezinga lesigidi, akusiyo inhloso yokuthatha umthamo. Imininingwane ikhombisa ukuthi ngoDisemba nyakenye, i-1500 U8 ilethwe ngenyanga yokuqala. Uma kuqhathaniswa nomnikelo wokuthengisa, ukubheka usizo lwe-BYD kubonakala kakhulu ezingeni lokukhushulwa kwe-brand up kanye ne-profit margin. Ngokusekelwe kusisekelo esikhulu sokuthengisa sezimoto eziyizigidi ezingu-3 ngonyaka odlule, ukukhula kokuthengiswa kwe-BYD kulo nyaka kunzima ukukhiqiza kabusha ukukhula kwesivinini. . Abahlaziyi be-Ejensi babikezela ukuthi inzuzo ye-BYD ngo-2024 ingase ibe ngaphezu kwama-yuan ayizigidi eziyizinkulungwane ezingu-40, okuwukunyuka okungaphezu kwezigidigidi ezingu-100 ngonyaka odlule, okuwukunyuka okungaba ngu-30%, uma kuqhathaniswa neminyaka emibili edlule kuye kwancipha kakhulu.
Uvinjezelwe ngamandla?
Uma kuqhathaniswa nokuthengiswa kwezimoto ezintsha zasekhaya zasekhaya kanye nesabelo semakethe sezinkampani ezinkulu zezimoto ezifuywayo, i-BYD isahamba phambili, isikhundla sayo esihamba phambili kuzoba nzima ukusinyakazisa esikhathini esifushane.Ngokusho kwe-China Association of Automobile Manufacturers, i-BYD iyodwa. yenza amaphesenti angama-35 okuthengiswa kwezimoto ezithwala amandla amasha, kulandele iTesla Motors China, eyenza u-8% kuphela, kanye ne-GAC AEON, Geely Automobile neSAIC-GM-Wuling, elinganiselwa kumaphesenti ayisi-6 kuphela. Njengamanje, azikho izinkampani zezimoto ngesikhathi esifushane kanye nezimbangi ze-BYD," kusho abanye abahlaziyi. Kodwa ukholelwa ukuthi i-BYD ezingxenyeni ezihlukahlukene zemakethe kanye nohlu lwamanani ahlukene futhi iyingcindezi enkulu yokuncintisana.
Isibonelo, i-100,000 kuya ku-150,000 yuan Volkswagen izogxila kakhulu kwemithombo yamandla amasha ngo-2024. I-China 100 Electric Vehicle Council ibikezela ukuthi lolu hlu lwamanani luzoba indawo eyinhloko yokukhula kwezimoto ezintsha zemithombo yamandla eminyakeni emibili ezayo, okuyinto kulindeleke ukuthi ifake ingxenye eyodwa kwezintathu yokwenyuka. Lokhu kusho futhi ukuthi ukuncintisana kule makethe kuzoshuba kakhulu. Eqinisweni, ngo-2023, izinkampani eziningi zezimoto zaqala ukuphoqa imakethe yeVolkswagen, izinhlobo ezintsha noma imikhiqizo ehlala iqhuma. Abangenele abasha bahlanganisa uchungechunge lweChery Fengyun, i-Geely GalaxySeries, uchungechunge lwe-Changan Kaiyuan nezinye izimbangi ezinamandla. Ngesikhathi esifanayo, izinhlobo ezindala ezifana ne-Ian ne-Deep Blue nazo ziyasheshisa ukwethulwa kwezimoto ezintsha ukuze zihlanganise noma zandise isabelo sazo semakethe kulesi sigaba semakethe. Izinkampani zezimoto ezibalwe ngenhla azigcini nje ngokuphusha ngokushesha, kodwa futhi zihlanganisa izinhlobonhlobo zezimoto. imizila yobuchwepheshe efana ne-plug-in hybrid, ububanzi obunwetshiwe, nogesi omsulwa. Ngaphansi kwesizinda esiqinile seQembu, imikhiqizo eminingi emisha noma amamodeli amasha anokuncintisana okuqinile kwemakethe. Isibonelo, uchungechunge lwe-Geely Galaxy lukhishwe isigamu sonyaka, ukuthengiswa kwanyanga zonke kuzinzile ngaphezu kwezinkulungwane eziyishumi. Lezi zinhlobo zemikhiqizo zizothatha ingxenye ye-BYD yezingxenye zemakethe ezifanele, ngokusho kwabahlaziyi be-Gaishi Automotive Research Institute.Emakethe esezingeni eliphezulu yamayuan angaphezu kwezinkulungwane ezingama-250, i-BYD ayisheleli njengoba kucatshangwa. Ukwehla kokuthengiswa kochungechunge lwe-Han kanye nokusebenza kabi kwe-N7 / N8 kungabonakala. Ngokuphambene, ama-oda e-M7 amasha eqe amayunithi ayizinkulungwane eziyi-120 futhi ama-oda amasha we-M9 aphule amayunithi angama-30,000. Isamba sokuthengiswa kwanyanga zonke kochungechunge lwe-L olufanele lwephule amayunithi angu-40000. Isikhundla esihamba phambili se-Tengshi D9 emakethe yemithombo yamandla esezingeni eliphezulu ye-MPV singase sibe nzima ukusigcina isikhathi eside. Njengoba inguqulo ye-Buick GL8 Plug isizofakwa ohlwini futhi ilethwe, namandla e-Wei Brand Mountain, amamodeli ama-Small Pengs X9 angenele umncintiswano, indawo yayo emakethe noma izosongelwa.Ingwe nayo ingaphansi kwengcindezi yokuncintisana. Njengamanje, uhlobo oluzimele luyimakethe yezimoto ezishisayo ezingekho emgwaqeni. I-IRui Consulting ithe ngokushintsha kwesidingo sabathengi, imakethe ye-SUV, ikakhulukazi "i-SUV enqamula izwe elikhanyayo ukuya kumkhuba oyinhloko." Ngokwezibalo ze-Gaeshi Automobile eziyingxenye, imikhiqizo engaphezu kwe-10 ye-SUV yamazwe ngamazwe izongena emakethe ngo-2023. Ngaphezu kwalokho, kunezinhlobo zamathangi ezitshale ngokujulile le ngxenye yemakethe. Ngokusho kwababukeli abenza umsebenzi wokulungisa ngaphandle komgwaqo, uhlobo lwethangi luthandwa kakhulu ngabasebenzisi bezimoto ezingekho emgwaqeni, "abasebenzisi abaningi bathengisa izimoto ezingekho emgwaqeni ezivela kwamanye amazwe, bajike bathenga ithangi elingu-300." Ngo-2023, uhlobo lwethangi lwathengisa izimoto eziyizinkulungwane eziyi-163. Ukusebenza kokulandelela kweLeopard njengosanda kufika kusamele kuqinisekiswe yimakethe.
Ubuso besitha esizungezile, i-BYD endaweni yemakethe yemali nayo iyathinteka. Abahlaziyi be-Citigroup basanda kwehlisa intengo yabo yentengo ye-BYD kuya ku-HK $463 ngesheya ngalinye ukusuka ku-HK $602 ngesheya ngalinye, kubika i-Bloomberg. Bakholelwa ukuthi ukukhula kokuthengisa kwe-BYD kanye nezilinganiso zenzuzo kungase kube ngaphansi kwengcindezi njengoba ukuncintisana kuya ngokushuba eChina. I-Citigroup iphinde yehlisa isibikezelo sayo sokudayiswa kwe-BYD kulo nyaka safinyelela ku-3. 68 million wezimoto zisuka ku-3.95 million. Njengamanje, inani lemakethe le-BYD elingama-yuan ayizigidi eziyizinkulungwane ezingama-540, uma liqhathaniswa nesikhathi esifanayo ngonyaka odlule lahwamuka ama-yuan ayizigidi eziyizinkulungwane ezingama-200. Mhlawumbe iyimakethe yasekhaya eshisa ngokweqile lapho i-BYD isheshise ukwanda kwayo phesheya kwezilwandle eminyakeni yamuva. Ngenzuzo yezindleko namandla omkhiqizo aqinile, kanye nokukhuthazwa kokubonakala komhlaba wonke, i-BYD isolwandle. Kungaba ukuqagela ngesibindi, uma i-BYD ngisho nezintengo zezimoto zaseShayina zingabamba ulwandle lwamathuba amasha wemithombo yamandla, ukuzalwa kweyodwa noma ngaphezulu "iVolkswagen noma iToyota" umdondoshiya onjalo womkhiqizi wezimoto emhlabeni wonke, akunakwenzeka.
Isikhathi sokuthumela: Jan-29-2024