Emva kokuba umthamo wokuthunyelwa kwempahla ngaphandle utsibele kwindawo yesibini kwihlabathi okokuqala ngo-Agasti, ukusebenza kwe-auto ukuthumela ngaphandle kweTshayina kufikelele kwindawo ephezulu ngoSeptemba. Phakathi kwabo, nokuba yimveliso, ukuthengisa okanye ukuthumela ngaphandle, izithuthi zamandla amatsha ziyaqhubeka nokugcina ukukhula "kokukhwela enye ukuya eluthulini".

Abangaphakathi kwishishini bathi ukuthunyelwa kwezithuthi zamandla amatsha kuye kwaba yeyona nto iphambili kwishishini lelizwe lam, kwaye izinga lokungena kwezithuthi zamandla amatsha asekhaya kwiimarike zaphesheya linyuke ngokukhawuleza, kwaye lo mkhwa ulungileyo wophuhliso kulindeleke ukuba uqhubeke.

Ukuthunyelwa kwempahla kumazwe angaphandle kwiikota ezintathu zokuqala kunyuke nge-55.5% unyaka nonyaka

Ngokwedatha yokuthengisa yenyanga ekhutshwe yi-China Association of Automobile Manufacturers (emva koku ebizwa ngokuba yi-China Association of Automobile Manufacturers) ngo-Oktobha 11, ukuthunyelwa kwe-auto ye-China kwaqhubeka ukufumana iziphumo ezilungileyo ngoSeptemba emva kokubetha irekhodi eliphezulu ngo-Agasti, elidlula i-300,000. izithuthi okokuqala. Ukunyuka ngama-73.9% ukuya kuma-301,000 ezithuthi.

Iimarike zaphesheya ziba ngumkhombandlela omtsha wokukhula kweentengiso zeenkampani eziziphetheyo zeemoto zohlobo. Xa kujongwa indlela ezisebenza ngayo iinkampani ezinkulu, ukususela ngoJanuwari ukuya kutsho ku-Agasti, umlinganiselo we-SAIC Motor othunyelwa ngaphandle unyuke waya kutsho kwi-17.8%, iChangan Motor inyuke yaya kutsho kwi-8.8%, iGreat Wall Motor inyuke yaya kutsho kwi-13.1%, yaza iGeely Automobile inyuke yaya kutsho kwi-14%.

Okukhuthazayo kukuba, iibrendi ezizimeleyo ziye zazuza impumelelo ebanzi ekuthunyelweni kumazwe angaphandle kwiimarike zaseYurophu nezaseMelika nakwiimarike zehlabathi lesithathu, kwaye isicwangciso sokuthumela ngaphandle kweempawu zamazwe ngamazwe e-China siye sasebenza ngokunyukayo, siqaqambisa ukuphucuka okupheleleyo komgangatho kunye nobuninzi bezithuthi eziveliswe ngaphakathi.

Ngokutsho kukaXu Haidong, isekela lenjineli eyintloko ye-China Association of Automobile Manufacturers, ngelixa inani lokuthumela ngaphandle liye lanyuka, ixabiso lebhayisikili liye laqhubeka nokunyuka. Ixabiso eliphakathi leemoto zamandla amatsha eTshayina kwimarike yaphesheya lifikelele malunga ne-30,000 yeedola zaseMelika.

Ngokwedatha yoMbutho woLwazi lweMarike yaBakhweli (emva koku ubizwa ngokuba nguMbutho wabakhweli beeMoto), impumelelo ekhawulezileyo kwimarike yokuthumela ngaphandle kweemoto zabakhweli yeyona nto ibalulekileyo. NgoSeptemba, ukuthunyelwa kwemoto yabahambi (kubandakanya izithuthi ezipheleleyo kunye neeCKDs) phantsi kweenkcukacha-manani ze-Passenger Federation yayiziyunithi ezingama-250,000, ukwanda kwe-85% ngonyaka, kunye nokunyuka kwe-77.5% ngo-Agasti. Phakathi kwabo, ukuthunyelwa kweempawu ezizimeleyo kufikelele kwiiyunithi ze-204,000, ukwanda kwe-88% ngonyaka. Ukususela ngoJanuwari ukuya kuSeptemba, zizonke i-1.59 yezigidi zeemoto zasekhaya ziye zathunyelwa kumazwe angaphandle, ukunyuka konyaka ngonyaka ngama-60%.

Kwangaxeshanye, ukuthunyelwa kwezithuthi zamandla amatsha kumazwe angaphandle kube yeyona nto ibalulekileyo yokuqhuba ukuthunyelwa kweemoto zasekhaya kumazwe angaphandle.

Idatha evela kwi-China Automobile Association ibonise ukuba ukususela ngoJanuwari ukuya kuSeptemba, iinkampani ze-auto zaseShayina zathumela ngaphandle kwe-2.117 yezigidi zeemoto, ukunyuka konyaka-ngonyaka we-55.5%. Phakathi kwabo, izithuthi zamandla amatsha angama-389,000 zathunyelwa ngaphandle, ukunyuka konyaka-ngonyaka kwamaxesha angaphezu kwe-1, kwaye izinga lokukhula laliphezulu kakhulu kunezinga lokukhula kwamanye amazwe kwi-auto industry.

Idatha evela kwi-Passenger Federation ibonisa ukuba ngoSeptemba, izithuthi zasekhaya zasekhaya zamandla amatsha zithumela ngaphandle iiyunithi ezingama-44,000, zibalelwa malunga ne-17.6% yokuthunyelwa kwamanye amazwe (kubandakanya izithuthi ezipheleleyo kunye neCKD). I-SAIC, i-Geely, i-Great Wall Motor, i-AIWAYS, i-JAC, njl njl. Iimodeli zamandla amatsha eenkampani zeemoto ziqhube kakuhle kwiimarike zaphesheya.

Ngokwabasebenzi bangaphakathi kwishishini, ukuthunyelwa kwezithuthi zamandla amatsha elizwe lam kuye kwenze ipateni "yeyona nto inamandla amakhulu kwaye uninzi lomeleleyo": Ukuthunyelwa ngaphandle kwe-Tesla e-China zezona ziphezulu zizonke, kwaye uninzi lweempawu zayo zikwimeko entle yokuthumela ngaphandle, ngelixa abathengisi abathathu abaphezulu. izithuthi zamandla amatsha zikwindawo yesithathu ephezulu. Iimarike ziseBelgium, UK kunye neThailand.

Izinto ezininzi ziqhuba ukukhula kweenkampani zeemoto ezithunyelwa ngaphandle

Ishishini likholelwa ukuba umfutho oqinileyo wokuthunyelwa ngaphandle kwe-auto kwiikota ezintathu zokuqala zalo nyaka ngenxa yoncedo lwezinto ezininzi.

Okwangoku, imfuno yentengiso ye-auto yehlabathi iphakanyisiwe, kodwa ngenxa yokunqongophala kweetshiphusi kunye namanye amacandelo, abavelisi beemoto zangaphandle baye banciphisa imveliso, okubangele umsantsa omkhulu wokubonelela.

UMeng Yue, usekela mlawuli weSebe lezoRhwebo lwaNgaphandle kwiSebe lezoRhwebo, ngaphambili wathi ngokwembono yemfuno yentengiso yamazwe ngamazwe, imakethi ye-auto yehlabathi iya iphucuka ngokuthe ngcembe. Kuqikelelwa ukuba ukuthengiswa kweemoto kwihlabathi jikelele kuya kuba ngaphezulu kancinci kwe-80 yezigidi kulo nyaka kunye ne-86.6 yezigidi kunyaka olandelayo.

Phantsi kwempembelelo entsha isithsaba ubhubhani inyumoniya, iimarike phesheya zenze umsantsa unikezelo ngenxa yokunqongophala unikezelo chain, ngelixa China iyonke ozinzileyo umyalelo wemveliso ngenxa yothintelo ubhubhane olufanelekileyo kunye nolawulo lukhuthaze ukudluliselwa odolo angaphandle China. Ngokutsho kwedatha evela kwi-AFS (AutoForecast Solutions), ukusuka ekupheleni kukaMeyi kulo nyaka, ngenxa yokunqongophala kwe-chip, imarike ye-auto yehlabathi iye yanciphisa imveliso malunga ne-1.98 yezigidi zezithuthi, kwaye iYurophu yindawo enokunciphisa okukhulu kwemveliso yemoto. ngenxa yokunqongophala kweetshiphu. Oku kukwayinto enkulu ekuthengisweni ngcono kweemoto zaseTshayina eYurophu.

Ukususela kwi-2013, njengoko amazwe anqume ukutshintshela ekuphuhliseni okuluhlaza, imboni entsha yemoto yamandla sele iqalile ukukhula ngokukhawuleza.

Okwangoku, malunga namazwe angama-130 kunye nemimandla yehlabathi ecebise okanye ilungiselela ukucebisa iinjongo zokungathathi hlangothi kwekhabhoni. Amazwe amaninzi aye acacisa ixesha lokuvalwa kokuthengiswa kweemoto zamafutha. Ngokomzekelo, iNetherlands neNorway ziye zacebisa ukuthengiswa kweenqwelo zepetroli ngo-2025. I-Indiya neJamani zilungiselela ukuvala ukuthengiswa kweenqwelo ze-petroli kwi-2030. IFransi kunye ne-United Kingdom baceba ukuvala ukuthengiswa kweenqwelo ze-petroli kwi-2040. Thengisa iimoto zepetroli.

Ngaphantsi koxinzelelo lwemimiselo engqongqo yokukhupha i-carbon, inkxaso yomgaqo-nkqubo wezithuthi zamandla amatsha kumazwe ahlukeneyo iqhubekile isomeleza, kwaye imfuno yehlabathi yezithuthi zamandla amatsha iye yagcina ukukhula, okubonelela indawo ebanzi yezithuthi zamandla amatsha elizwe lam. ukungena kwiimarike zaphesheya. Idatha ibonisa ukuba ngo-2021, isithuthi esitsha samandla elizwe lam siya kufikelela kwiiyunithi ze-310,000, ukwanda kwamaxesha amathathu ngonyaka, kubalelwa kwi-15.4% yezithuthi ezithunyelwa ngaphandle. Kwisiqingatha sokuqala salo nyaka, ukuthunyelwa kwezithuthi zamandla amatsha kwaqhubeka kuqina, kwaye umthamo wokuthumela ngaphandle unyuke ngamaxesha e-1.3 ngonyaka, kubalelwa kwi-16.6% yezithuthi ezithunyelwa ngaphandle. Ukukhula okuqhubekayo kokuthunyelwa kwezithuthi zamandla amatsha kwikota yesithathu yalo nyaka kukuqhubekeka kwalo mkhwa.

Ukukhula okubonakalayo kokuthunyelwa kwezithuthi zelizwe lam kumanye amazwe nako kuxhamle ekwandisweni “kwesangqa sabahlobo” baphesheya.

Amazwe asecaleni kwe “Belt and Road” zezona ntengiso ziphambili zelizwe lam ezithumela iimoto kumazwe angaphandle, ezibalelwa ngaphezulu kwama-40%; ukusuka ngoJanuwari ukuya kweyeKhala kulo nyaka, iimoto zelizwe lam ezithunyelwa kumazwe angamalungu e-RCEP ibizizithuthi ezingama-395,000, ukonyuka konyaka nge-48.9%.

Okwangoku, ilizwe lam lityikitye izivumelwano zorhwebo zasimahla ezili-19, ezibandakanya amazwe angama-26 kunye nemimandla. I-Chile, i-Peru, i-Ostreliya, i-New Zealand kunye namanye amazwe athobile amaxabiso kwiimveliso ze-auto zelizwe lam, ukudala imeko elungele ngakumbi uphuhliso lwamazwe ngamazwe lweenkampani zemoto.

Kwinkqubo yotshintsho kunye nokuphuculwa kweshishini leemoto laseTshayina, ukongeza ekugxileni kwimarike yasekhaya, ikwagxile kwimarike yehlabathi. Okwangoku, utyalo-mali lwabavelisi beemoto zasekhaya kwimarike yezithuthi zamandla amatsha lulodlula kakhulu olo lweenkampani zeemoto zamazwe ngamazwe. Kwangaxeshanye, iinkampani zeemoto zasekhaya zixhomekeke kwiimoto zamandla amatsha ukuphuhlisa itekhnoloji yothungelwano ekrelekrele, enenzuzo kubukrelekrele nakunxibelelwano, kwaye iye yaba yinto ekujoliswe kuyo enomtsalane kubathengi bamanye amazwe. isitshixo.

Ngokutsho kwabangaphakathi kwishishini, kungenxa yecala layo eliphambili kwizithuthi zamandla amatsha ukuba ukhuphiswano lwamazwe ngamazwe lweenkampani zemoto zaseTshayina luye lwaqhubeka luphucuka, imigca yemveliso iqhubekile nokuphucula, kwaye impembelelo yophawu iye yanda ngokuthe ngcembe.

Thatha i-SAIC njengomzekelo. I-SAIC iseke ngaphezu kwe-1,800 yeentengiso neenkonzo zaphesheya. Iimveliso kunye neenkonzo zayo zisasazwa kumazwe angaphezu kwama-90 nakwimimandla, zenza iimarike ezi-6 ezinkulu eYurophu, eOstreliya, eNew Zealand naseMelika. Iintengiso ezongezelekayo zaphesheya zidlule kwizigidi ezi-3. isithuthi. Phakathi kwabo, intengiso SAIC Motor kumazwe aphesheya ngo-Agasti yafikelela iiyunithi 101,000, ukunyuka konyaka-ngonyaka 65,7%, ebalwa phantse 20% yokuthengisa iyonke, ibe yinkampani yokuqala China ukudlula iiyunithi 100,000 ngenyanga enye kumazwe aphesheya. iimarike. NgoSeptemba, ukuthunyelwa kwe-SAIC kumazwe angaphandle kunyuke ukuya kutsho kwi-108,400 yezithuthi.

Umseki weSecurities umhlalutyi uDuan Yingsheng wahlalutya ukuba iibrendi ezizimeleyo ziye zakhawulezisa uphuhliso lweemarike kuMzantsi-mpuma Asia, iYurophu, kunye naseMelika ngolwakhiwo lwaphesheya kweefektri (kubandakanywa neefektri ze-KD), iziteshi ezidibeneyo zokuthengisa phesheya, kunye nokwakhiwa okuzimeleyo kwamatshaneli aphesheya kolwandle. Kwangaxeshanye, ukuqondwa kwemarike yeempawu ezizimeleyo nako kuyaphucuka ngokuthe ngcembe. Kwezinye iimarike zaphesheya kweelwandle, ukuthandwa kweempawu zabo kuthelekiseka noko kweenkampani zeemoto zamazwe ngamazwe.

Ithemba elithembisayo leenkampani zeemoto ukuba zisasazeke phesheya kolwandle

Ngelixa ziphumeza umsebenzi obalaseleyo wokuthumela ngaphandle, iinkampani zeemoto zohlobo lwasekhaya zisasasaza iimarike zaphesheya ukuze zilungiselele ikamva.

Ngomhla we-13 kuSeptemba, i-SAIC Motor's 10,000 MG MULAN izithuthi ezitsha zamandla zathunyelwa ukusuka eShanghai ukuya kwimarike yaseYurophu. Le yeyona bhetshi inkulu yezithuthi zombane ezisulungekileyo ezithunyelwa ngaphandle ukusuka eTshayina ukuya eYurophu ukuza kuthi ga ngoku. Umntu ofanelekileyo ophethe i-Ofisi yoMphathiswa wezoShishino kunye neTekhnoloji yoLwazi uthe ukuthunyelwa kwe-SAIC "kwezithuthi ezili-10,000 eYurophu" kubonisa impumelelo entsha kuphuhliso lwamazwe ngamazwe lwelizwe lam loshishino lweemoto, ukuthunyelwa kwezithuthi zamandla amatsha eChina kuye kwangena kwinqanaba lophuhliso olukhawulezayo. , kwaye ikwaqhuba ishishini lehlabathi le-auto ukuba liguqukele ekufakeni umbane.

Kwiminyaka yakutshanje, imisebenzi yokwandisa i-Great Wall Motor phesheya nayo ibisoloko ixhaphakile, kwaye inani lilonke lokuthengiswa kwezithuthi ezipheleleyo phesheya lidlule kwisigidi esi-1. NgoJanuwari kulo nyaka, iGreat Wall Motor yafumana isityalo saseIndiya seGeneral Motors, kunye neMercedes-Benz yaseBrazil isityalo esifunyenwe kulo nyaka uphelileyo, kunye nezityalo zaseRussia kunye neThai ezimisiweyo, iGreat Wall Motor iye yaqonda ukucwangciswa kwe-Eurasian naseMzantsi. Iimarike zaseMelika. Ngo-Agasti kulo nyaka, i-Great Wall Motor kunye ne-Emile Frye Group bafikelele ngokusemthethweni kwisivumelwano sentsebenziswano, kwaye amaqela amabini aya kuhlola ngokudibeneyo imarike yaseYurophu.

IChery, ethumele iimarike zaphesheya ngaphambili, yabona ukuthunyelwa kwayo kumazwe angaphandle ngo-Agasti kunyuka nge-152.7% unyaka nonyaka ukuya kuma-51,774 ezithuthi. IChery iseke amaziko e-R&D ayi-6, iziseko zemveliso ezili-10 kunye neendawo ezingaphezulu kwe-1,500 zokuthengisa kunye neenkonzo phesheya, kwaye iimveliso zayo zithunyelwa eBrazil, eRussia, eUkraine, eSaudi Arabia, eChile nakwamanye amazwe. Ngo-Agasti walo nyaka, uChery waqala uthethathethwano nabavelisi beemoto baseRussia ukuba baqonde imveliso yasekhaya eRussia.

Ukususela ekupheleni kukaJulayi ukuya ekuqaleni kuka-Agasti walo nyaka, i-BYD ibhengeze ukungena kwimarike yeemoto zabahambi eJapan naseThailand, yaze yaqalisa ukubonelela ngeemveliso zezithuthi zamandla amatsha kwiimarike zaseSweden naseJamani. NgoSeptemba 8, i-BYD ibhengeze ukuba iya kwakha i-factory yemoto yombane eThailand, ecetywayo ukuqalisa ukusebenza kwi-2024, kunye nomthamo wonyaka wokuvelisa malunga neenqwelo ze-150,000.

I-Changan Automobile iceba ukwakha iziseko ezimbini ukuya kwezine zokuvelisa phesheya ngo-2025. I-Changan Automobile yathi iya kuseka ikomkhulu laseYurophu kunye nekomkhulu laseMntla Melika ngexesha elifanelekileyo, kwaye lingene kwiimarike zemoto zaseYurophu kunye neNyakatho yaseMelika kunye nekhwalithi ephezulu kunye nemveliso yemoto ephezulu. .

Amanye amandla amatsha okwenza iimoto nawo ajolise kwiimarike zaphesheya kwaye azimisele ukuzama.

Ngokweengxelo, nge-8 kaSeptemba, iLeap Motor yabhengeza ukungena kwayo ngokusemthethweni kwiimarike zaphesheya. Ifikelele kwintsebenziswano nenkampani yoshishino lweemoto yakwaSirayeli ukuthumela ibhetshi yokuqala yee-T03s kwaSirayeli; U-Weilai uthe ngo-Okthobha i-8 ukuba iimveliso zayo, iinkonzo zenkqubo ebanzi kunye nemodeli yoshishino entsha iya kuphunyezwa eJamani, eNetherlands, eSweden naseDenmark; I-Xpeng Motors iphinde yakhetha iYurophu njengendawo ekhethwayo yokudityaniswa kwehlabathi. Iya kunceda i-Xiaopeng Motors ingene ngokukhawuleza kwimarike yaseYurophu. Ukongeza, i-AIWAYS, i-LANTU, i-WM Motor, njl njl. ziye zangena kwimarike yaseYurophu.

I-China Automobile Association iqikelela ukuba ukuthunyelwa kwe-auto yelizwe lam kulindeleke ukuba kudlule kwi-2.4 yezigidi kulo nyaka. Ingxelo yophando yamva nje yePacific Securities ichaze ukuba ukwenza iinzame kwicala lokuthumela ngaphandle kunokunceda iimoto zasekhaya ezikumgangatho ophezulu kunye neenkampani zamacandelo ukukhawulezisa ukwandiswa kwekhonkco lemizi-mveliso, kwaye ngakumbi ukuvuselela amandla abo angapheliyo ngokwetekhnoloji kunye nokuphuculwa kwenkqubo yomgangatho. .

Nangona kunjalo, abangaphakathi kwishishini bakholelwa ukuba iimpawu ezizimeleyo zisajongene nemingeni ethile "ekuyeni phesheya". Okwangoku, uninzi lweempawu ezizimeleyo ezingena kwimarike ephuhlisiwe zisekwinqanaba lovavanyo, kwaye ukudityaniswa kweemoto zaseTshayina kusafuna ixesha lokuqinisekisa.