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, kanti inzuzo esele kulindeleke ukuthi idlule ama-yuan ayizigidi eziyizinkulungwane ezingu-30. Akukhona lokho kuphela, kusukela ngo-2022 kuya ku-2023 iminyaka emibili elandelanayo, i-BYD ingaphezu kuka-Tesla ngokuphindaphindiwe iphezulu ekuthengisweni kwezimoto ezintsha zemithombo yamandla emhlabeni jikelele. 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 izinhlobo 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 yama-yuan ayizinkulungwane ezingu-100, yaphinde yacindezela isabelo se-joint venture izimoto zikaphethiloli, i-WuLong izimoto zikaphethiloli nge-SAIC ngenani elifanayo nenani elifanayo. uchungechunge lobukhosi, umkhiqizo we-Huanxin uthuthukela enguqulweni engumpetha, empeleni, kuyindlela efihliwe yokuvula imodeli yokunciphisa intengo (ngokusekelwe enzuzweni 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 aphusile, ukugunyazwa kwebhrendi okuqinile, futhi kugxilwe kakhulu ekukhuleni kwesidingo sabasebenzisi bezimoto ezingekho emgwaqeni, ivolumu yokuthengisa ye-Equation Leopard 5 yeqe amayunithi angu-5,000 enyangeni yokuqala egcwele, yawina impi yokuqala, futhi kubikezelwa ukuthi ukuthengiswa kwalo nyaka kulindeleke ukuthi kuqhubeke. 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 ibe ngokuthumela ngaphandle kanye nokukhiqizwa kwendawo izindlela ezimbili zokuthuthukisa isu lokuhwebelana kwembulunga yonke." Iminyaka emibili kuphela, ibhizinisi lezimoto zabagibeli le-BYD selingene eJapan, Germany, Australia, Brazil, United Arab Emirates, cishe emazweni nezifunda ezingu-60. ukuthengiswa phesheya kwezilwandle kukhula ngokushesha, kufinyelele kumayunithi angama-240,000 ngo-2023, akhuphuka izikhathi ezi-3.3 ngonyaka, kanti i-BYD iphakathi kokuhamba phambili ekuthengisweni kwezimoto ezintsha zemithombo yamandla emazweni amaningi nasezifundeni.
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 kwezimboni nokukhiqizwa kwezilwandle, i-BYD izophinde yehlise izindleko, ithuthukise ukuncintisana kwemikhiqizo emakethe yasekhaya.Ukuthengiswa kwe-BYD phesheya kwezilwandle 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 nesilinganiso sokukhula kwe-BYD, ama-ejensi amaningi abikezela ukuthengiswa nokusebenza kwawo ngo-2024.Izindaba ezibanzi zamaqembu amaningi, imboni ngokuvamile ikholelwa ukuthi ukuthengiswa kwe-BYD ngo-2024 kuzoqhubeka nokugcina ukukhula, kodwa usayizi wokukhuphuka kwe-Security uhlukile, ngokwemibandela ye-Peneting Securities ehlukile. izimoto ezintsha zezinsiza zamandla zikhuphuka, umthamo wokukhiqiza udedelwa ngokushesha, kanye neDolphin DM-i, Ingoma L, Teng Shi N7 / N8, Ibheka ku-U8/ U9, Leopard 5 nezinye izimoto ezintsha seziyethuliwe emakethe, i-BYD iyaqhubeka nomjikelezo wokukhangisa imikhiqizo emisha, ukuthengiswa kuka-2024 kulindeleke ukuthi kudlule amayunithi ayizigidi ezi-4 esikhathini 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 kuye kwaba nokuvilapha kakhulu."Njengoba ubona, ukuthengiswa kwe-BYD ka-2023 kwezimoto eziyizigidi ezi-3 akuzange kufinyelelwe kwaze kwaba yinyanga edlule, futhi kugcine ngo-20,000 ukuthengisa okuhloswe ku-20 kwe-20 yezimoto ezingaphezulu. amanani alungiswa njalo 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 sizungeza izimoto ezingaba ngu-1,000, sisasekelwa yi-D9.Ochungechungeni olubili lwe-Ocean ne-Dynasty, abahlaziyi be-Gaius Automotive Research Institute bakholelwa ukuthi amamodeli akhona e-BYD akhona aqhuma njenge-Qingull, i-Song, njll. imakethe yasekhaya, kulindeleke ukuthi igcine izinga lokuthengisa lanyanga zonke lamanje noma ukwehla kancane, ngeke isakwazi ukunikeza ukwanda okukhulu 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 and 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. Ngokwe-China Association of Automobile Manufacturers, i-BYD iyodwa yenza amaphesenti angu-35 okuthengiswa okudayiswayo kwezimoto zabagibeli ezintsha zemithombo yamandla, kulandele iTesla Motors ye-Acly 8% kuphela, i-akhawunti ye-AEmo ye-AEON kuphela, i-Auto AEON kanye ne-SAIC-GM-Wuling, elinganiselwa kumaphesenti angu-6 kuphela."Okwamanje, 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, okulindeleke ukuthi ifake ingxenye eyodwa kwezintathu zokwanda. 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 kanye ne-Deep Blue nazo zisheshisa ukwethulwa kwezimoto ezintsha ukuze zihlanganise noma zandise isabelo sazo semakethe kulesi sigaba semakethe.Izinkampani zezimoto ezibalwe ngenhla azisheshi nje kuphela, kodwa futhi zihlanganisa izindlela ezihlukahlukene zobuchwepheshe ezifana 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, i-tank brand yathengisa izimoto eziyizinkulungwane ezingu-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 nemingcele yenzuzo 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