Emva kokuba umthamo wokuthunyelwa kwamanye amazwe unyuke waya kwindawo yesibini kwihlabathi okokuqala ngo-Agasti, ukusebenza kweTshayina ekuthunyelweni kweemoto kwamanye amazwe kufikelele kwinqanaba eliphezulu ngoSeptemba. Phakathi kwazo, nokuba yimveliso, intengiso okanye ukuthunyelwa kwamanye amazwe, izithuthi ezintsha zamandla ziyaqhubeka nokugcina umkhwa wokukhula "kohambo olunye oluya eluthulini".

Abantu abanolwazi oluphangaleleyo ngeshishini bathi ukuthunyelwa kwamanye amazwe kwezithuthi ezintsha zamandla kuye kwaba yeyona nto iphambili kushishino lweemoto zelizwe lam, kwaye izinga lokungena kwezithuthi ezintsha zamandla zasekhaya kwiimarike zaphesheya kolwandle linyuke ngokukhawuleza, kwaye olu phuhliso luhle kulindeleke ukuba luqhubeke.

Ukuthunyelwa kwamanye amazwe kwiikota ezintathu zokuqala kunyuke ngama-55.5% unyaka nonyaka

Ngokwedatha yentengiso yenyanga ekhutshwe yi-China Association of Automobile Manufacturers (ebizwa ngokuba yi-China Association of Automobile Manufacturers) nge-11 ka-Okthobha, ukuthunyelwa kweemoto eTshayina kuqhubekile nokufumana iziphumo ezilungileyo ngoSeptemba emva kokufikelela kwinqanaba eliphezulu ngo-Agasti, kudlule iimoto ezingama-300,000 okokuqala. Ukunyuka kwe-73.9% ukuya kwizithuthi ezingama-301,000.

Iimarike zaphesheya ziya kuba yindlela entsha yokukhula kwentengiso yeenkampani zeemoto ezizimeleyo. Xa sijonga ukusebenza kweenkampani ezinkulu, ukususela ngoJanuwari ukuya ku-Agasti, inani leemoto ezithunyelwa ngaphandle ze-SAIC Motor linyuke laya kwi-17.8%, iChangan Motor inyuke yaya kwi-8.8%, iGreat Wall Motor inyuke yaya kwi-13.1%, kwaye iGeely Automobile inyuke yaya kwi-14%.

Okukhuthazayo kukuba, iimpawu ezizimeleyo ziphumelele kakhulu ekuthumeleni impahla kwamanye amazwe kwiimarike zaseYurophu naseMelika nakwiimarike zehlabathi lesithathu, kwaye icebo lokuthumela impahla kwamanye amazwe eTshayina liye lasebenza ngakumbi, nto leyo egxininisa ukuphucuka komgangatho kunye nobuninzi bezithuthi eziveliswa apha ekhaya.

Ngokutsho kukaXu Haidong, usekela-njineli oyintloko we-China Association of Automobile Manufacturers, nangona inani leempahla ezithunyelwa kwamanye amazwe linyukile, ixabiso leebhayisekile nalo liqhubekile nokunyuka. Ixabiso eliqhelekileyo lezithuthi ezintsha zamandla zaseTshayina kwimarike yaphesheya lifikelele kwi-30,000 yeedola zaseMelika.

Ngokwedatha ye-Passenger Car Market Information Association (ebizwa ngokuba yi-Passenger Car Association), impumelelo ekhawulezileyo kwimarike yokuthunyelwa kweemoto zabakhweli yinto ebalulekileyo. NgoSeptemba, ukuthunyelwa kweemoto zabakhweli ngaphandle (kuquka izithuthi ezipheleleyo kunye nee-CKD) phantsi kwezibalo ze-Passenger Federation yayiziiyunithi ezingama-250,000, ukwanda kwe-85% unyaka nonyaka, kunye nokwanda kwe-77.5% ngo-Agasti. Phakathi kwazo, ukuthunyelwa kweemveliso ezizimeleyo ngaphandle kufikelele kwiiyunithi ezingama-204,000, ukwanda kwe-88% unyaka nonyaka. Ukususela ngoJanuwari ukuya kuSeptemba, zizonke izithuthi zabakhweli zasekhaya eziyi-1.59 yezigidi ezithunyelwe kwamanye amazwe, ukunyuka konyaka nonyaka kwe-60%.

Kwangaxeshanye, ukuthunyelwa kwezithuthi ezintsha zamandla kwamanye amazwe kube yinto ebalulekileyo ekuqhubeleni phambili ukuthunyelwa kweemoto zasekhaya.

Idatha evela kwi-China Automobile Association ibonise ukuba ukususela ngoJanuwari ukuya kuSeptemba, iinkampani zeemoto zaseTshayina zithumele ngaphandle izithuthi ezizizigidi ezi-2.117, ukunyuka konyaka nge-55.5%. Phakathi kwazo, izithuthi ezintsha zamandla ezingama-389,000 zithunyelwe kwamanye amazwe, ukwanda konyaka nangaphezulu kwesihlandlo esinye, kwaye izinga lokukhula laliphezulu kakhulu kunezinga lokukhula kokuthunyelwa kwamanye amazwe kwishishini leemoto.

Idatha evela kwiPassenger Federation ikwabonisa ukuba ngoSeptemba, izithuthi zasekhaya ezithwala amandla amatsha zithumele ngaphandle iiyunithi ezingama-44,000, ezimalunga ne-17.6% yexabiso lilonke lokuthunyelwa kwamanye amazwe (kuquka izithuthi ezipheleleyo kunye ne-CKD). I-SAIC, iGeely, iGreat Wall Motor, i-AIWAYS, i-JAC, njl. Iimodeli ezintsha zamandla zeenkampani zeemoto ziqhube kakuhle kwiimarike zaphesheya.

Ngokutsho kwabantu abakwishishini, ukuthunyelwa kwezithuthi ezintsha zamandla kwilizwe lam kuye kwakha iphethini "yeyona nkampani inamandla amakhulu kwaye zininzi ezinamandla": Ukuthunyelwa kweTesla eTshayina kuphezulu ngokubanzi, kwaye uninzi lweempawu zayo zikwimeko entle yokuthunyelwa kwamanye amazwe, ngelixa ezintathu eziphambili ezithumela ngaphandle izithuthi ezintsha zamandla zikwisithathu esiphezulu. Iimarike yiBelgium, i-UK kunye neThailand.

Zininzi izinto ezibangela ukukhula kokuthunyelwa kweenkampani zeemoto kwamanye amazwe

Eli shishini likholelwa ukuba amandla amakhulu okuthunyelwa kweemoto kwamanye amazwe kwiikota ezintathu zokuqala zalo nyaka kungenxa yoncedo lwezinto ezininzi.

Okwangoku, imfuno yemarike yeemoto yehlabathi inyukile, kodwa ngenxa yokunqongophala kweetships kunye nezinye izinto, abavelisi beemoto bamanye amazwe baye banciphisa imveliso, nto leyo ebangele ukuba kubekho umsantsa omkhulu wokubonelela.

UMeng Yue, usekela-mlawuli weSebe lezoRhwebo lwaNgaphandle kwiSebe lezoRhwebo, ngaphambili uthe ngokwembono yemfuno yemarike yamazwe ngamazwe, imakethi yeemoto yehlabathi iya iphucuka kancinci. Kuqikelelwa ukuba ukuthengiswa kweemoto kwihlabathi liphela kuya kuba ngaphezulu kancinci kwezigidi ezingama-80 kulo nyaka kwaye kube yizigidi ezingama-86.6 kunyaka olandelayo.

Phantsi kwempembelelo yobhubhane omtsha we-crown pneumonia, iimarike zaphesheya zidale umsantsa wokubonelela ngenxa yokunqongophala kwekhonkco lokubonelela, ngelixa umyalelo ozinzileyo wemveliso yaseTshayina ngenxa yokuthintela nokulawula ubhubhane ngokufanelekileyo ukhuthaze ukudluliselwa kwee-odolo zangaphandle eTshayina. Ngokwedatha evela kwi-AFS (AutoForecast Solutions), ekupheleni kukaMeyi kulo nyaka, ngenxa yokunqongophala kwee-chip, imakethi yeemoto yehlabathi inciphise imveliso ngezithuthi ezimalunga ne-1.98 yezigidi, kwaye iYurophu yindawo enokwehla okukhulu kwemveliso yezithuthi ngenxa yokunqongophala kwee-chip. Oku kukwayinto enkulu ekuthengisweni okungcono kweemoto zaseTshayina eYurophu.

Ukususela ngo-2013, njengoko amazwe egqibe ekubeni atshintshele kuphuhliso oluluhlaza, ishishini elitsha lezithuthi zamandla liqalise ukuphuhlisa ngokukhawuleza.

Okwangoku, malunga namazwe ali-130 kunye nemimandla ehlabathini lonke iye yaphakamisa okanye yalungiselela ukuphakamisa iinjongo zokungathathi cala kwekhabhoni. Amazwe amaninzi acacise ixesha lokuthintela ukuthengiswa kwezithuthi zepetroli. Umzekelo, iNetherlands neNorway ziye zacebisa ukuthintela ukuthengiswa kwezithuthi zepetroli ngo-2025. I-India neJamani zilungiselela ukuthintela ukuthengiswa kwezithuthi zepetroli ngo-2030. IFrance ne-United Kingdom ziceba ukuthintela ukuthengiswa kwezithuthi zepetroli ngo-2040. Thengisa iimoto zepetroli.

Phantsi koxinzelelo lwemithetho engqongqo yokukhupha ikhabhoni, inkxaso yomgaqo-nkqubo yezithuthi ezintsha zamandla kumazwe ahlukeneyo iqhubekile nokuqina, kwaye imfuno yehlabathi yezithuthi ezintsha zamandla igcine umkhwa wokukhula, obonelela ngendawo ebanzi yezithuthi ezintsha zamandla zelizwe lam ukuba zingene kwiimarike zaphesheya. Idatha ibonisa ukuba ngo-2021, ukuthunyelwa kwezithuthi ezintsha zamandla kwilizwe lam kuya kufikelela kwiiyunithi ezingama-310,000, ukwanda okuphantse kube kathathu ngonyaka, okubangela i-15.4% yezithuthi zizonke ezithunyelwa ngaphandle. Kwisiqingatha sokuqala salo nyaka, ukuthunyelwa kwezithuthi ezintsha zamandla kuqhubekile nokuba namandla, kwaye umthamo wokuthunyelwa ngaphandle unyuke nge-1.3 amaxesha ngonyaka, okubangela i-16.6% yezithuthi zizonke ezithunyelwa ngaphandle. Ukukhula okuqhubekayo kokuthunyelwa kwezithuthi ezintsha zamandla kwikota yesithathu yalo nyaka kukuqhubeka kwalo mkhwa.

Ukukhula okukhulu kokuthunyelwa kweemoto kwilizwe lam kukwazuze kulwandiso "lwesangqa sabahlobo" baphesheya kweelwandle.

Amazwe akwi-“Belt and Road” ngawona marhwebo aphambili okuthumela iimoto zelizwe lam, ebalelwa ngaphezulu kwe-40%; ukususela ngoJanuwari ukuya kuJulayi kulo nyaka, ukuthunyelwa kweemoto zelizwe lam kumazwe angamalungu e-RCEP bekuziimoto ezingama-395,000, ukunyuka kwe-48.9% ngonyaka.

Okwangoku, ilizwe lam lityikitye izivumelwano zorhwebo zasimahla ezili-19, ezigubungela amazwe angama-26 kunye nemimandla. IChile, iPeru, iOstreliya, iNew Zealand kunye namanye amazwe anciphise irhafu kwiimveliso zeemoto zelizwe lam, nto leyo edala imeko-bume elula yophuhliso lwamazwe ngamazwe lweenkampani zeemoto.

Kwinkqubo yokuguqulwa nokuphuculwa kweshishini leemoto laseTshayina, ukongeza ekugxileni kwimarike yasekhaya, ikwagxila kwimarike yehlabathi. Okwangoku, utyalo-mali lwabavelisi beemoto zasekhaya kwimarike yezithuthi ezintsha zamandla ludlula kakhulu olo lweenkampani zeemoto zamazwe ngamazwe. Kwangaxeshanye, iinkampani zeemoto zasekhaya zixhomekeke kwizithuthi ezintsha zamandla ukuphuhlisa itekhnoloji yothungelwano olukrelekrele, oluneengenelo kubukrelekrele kunye nothungelwano, kwaye lube yinto ekhangayo kubathengi bamanye amazwe.

Ngokutsho kwabantu abangaphakathi kushishino, kungenxa yokuba ikhokela kwicandelo lezithuthi zamandla amatsha, ukhuphiswano lwamazwe ngamazwe lweenkampani zeemoto zaseTshayina luye lwaqhubeka luphucuka, uluhlu lweemveliso luye lwaqhubeka luphucuka, kwaye impembelelo yophawu iye yanda kancinci kancinci.

Umzekelo, i-SAIC iseke iindawo zokuthengisa neenkonzo zaphesheya ezingaphezu kwe-1,800. Iimveliso neenkonzo zayo zisasazwa kumazwe angaphezu kwama-90 nakwiindawo, zenza iimarike ezinkulu ezi-6 eYurophu, e-Australia, eNew Zealand, naseMelika. Intengiso eqokelelweyo kwamanye amazwe idlule kwi-3 yezigidi zeemoto. Phakathi kwazo, intengiso ye-SAIC Motor kwamanye amazwe ngo-Agasti ifikelele kwi-101,000 yeeyunithi, ukunyuka konyaka nge-65.7%, okubangela phantse i-20% yentengiso iyonke, yaba yinkampani yokuqala eTshayina ukudlula iiyunithi ezili-100,000 ngenyanga enye kwiimarike zaphesheya. NgoSeptemba, ukuthunyelwa kwamanye amazwe kwe-SAIC kwanda ukuya kwi-108,400 yeemoto.

Umhlalutyi weSecurities ongumseki uDuan Yingsheng uhlalutye ukuba iimpawu ezizimeleyo zikhawulezise uphuhliso lweemarike kuMzantsi-mpuma weAsia, eYurophu, naseMelika ngokwakhiwa kweefektri zaphesheya (kuquka iifektri zeKD), iindlela zokuthengisa ezidibeneyo zaphesheya, kunye nokwakhiwa ngokuzimeleyo kweejelo zaphesheya. Kwangaxeshanye, ukuqatshelwa kwemarike kweemveliso ezizimeleyo nako kuyaphucuka kancinci kancinci. Kwezinye iimarike zaphesheya, ukuthandwa kweemveliso ezizimeleyo kufana noko kweenkampani zeemoto zamazwe ngamazwe.

Amathemba athembisayo okuba iinkampani zeemoto ziza kuthunyelwa kwamanye amazwe

Nangona ziphumelela kakhulu ekuthumeleni impahla kwamanye amazwe, iinkampani zeemoto zasekhaya zisasebenzisa iimarike zaphesheya ukuze zilungiselele ikamva.

Ngomhla we-13 kuSeptemba, izithuthi ezintsha ze-SAIC Motor eziyi-10,000 MG MULAN zathunyelwa zisuka eShanghai zisiya kwimarike yaseYurophu. Eli lelona qela likhulu lezithuthi zombane ezicocekileyo ezithunyelwa zisuka eTshayina zisiya eYurophu ukuza kuthi ga ngoku. Umntu ofanelekileyo ophetheyo kwiSebe lezoShishino noLwazi uthe ukuthunyelwa kwe-SAIC "kwezithuthi eziyi-10,000 eYurophu" kubonisa inkqubela phambili entsha kuphuhliso lwamazwe ngamazwe kwishishini leemoto lelizwe lam, ukuthunyelwa kwezithuthi ezintsha zamandla eTshayina kungene kwinqanaba lophuhliso olukhawulezileyo, kwaye kukwaqhuba ishishini leemoto lehlabathi ukuba liguquke libe ngumbane.

Kwiminyaka yakutshanje, imisebenzi yokwandisa iGreat Wall Motor kwamanye amazwe nayo ibixhaphake kakhulu, kwaye inani lilonke leentengiso zezithuthi ezipheleleyo kwamanye amazwe lidlule kwisigidi esinye. NgoJanuwari kulo nyaka, iGreat Wall Motor ithenge isityalo saseIndiya seGeneral Motors, kunye nesityalo saseMercedes-Benz Brazil esithengwe kunyaka ophelileyo, kunye nezityalo zaseRashiya naseThai ezisele zimiselwe, iGreat Wall Motor ifumene ulwakhiwo kwiimarike zase-Eurasia naseMzantsi Melika. Ngo-Agasti kulo nyaka, iGreat Wall Motor kunye ne-Emile Frye Group bafikelele ngokusesikweni kwisivumelwano sokusebenzisana, kwaye la maqela mabini aza kuhlola kunye imarike yaseYurophu.

IChery, eyayithumela iimarike zaphesheya kweelwandle ngaphambili, ibone ukuthunyelwa kwayo kwamanye amazwe ngo-Agasti kunyuke nge-152.7% unyaka nonyaka ukuya kwizithuthi ezingama-51,774. IChery iseke amaziko ophando nophuhliso ama-6, iziseko zemveliso ezili-10 kunye neendawo zokuthengisa neenkonzo ezingaphezu kwe-1,500 phesheya kweelwandle, kwaye iimveliso zayo zithunyelwa eBrazil, eRashiya, eUkraine, eSaudi Arabia, eChile nakwamanye amazwe. Ngo-Agasti walo nyaka, iChery yaqala ukuthethana nabavelisi beemoto baseRashiya ukuze bafezekise imveliso yabo eRashiya.

Ukususela ekupheleni kukaJulayi ukuya ekuqaleni kuka-Agasti kulo nyaka, i-BYD ibhengeze ukungena kwimarike yeemoto zabakhweli eJapan naseThailand, yaza yaqala ukubonelela ngeemveliso ezintsha zezithuthi zamandla kwiimarike zaseSweden naseJamani. Ngomhla wesi-8 kuSeptemba, i-BYD ibhengeze ukuba iza kwakha umzi-mveliso wezithuthi zombane eThailand, ocetywayo ukuqala ukusebenza ngo-2024, onomthamo wonyaka wemveliso omalunga ne-150,000 yezithuthi.

I-Changan Automobile iceba ukwakha iziseko zokuvelisa zaphesheya ezimbini ukuya kwezine ngo-2025. I-Changan Automobile ithe iza kuseka ikomkhulu laseYurophu kunye nekomkhulu laseMntla Melika ngexesha elifanelekileyo, kwaye ingene kwiimarike zeemoto zaseYurophu naseMntla Melika ngeemveliso zeemoto ezikumgangatho ophezulu nezisemgangathweni ophezulu.

Amanye amaqela amatsha okwenza iimoto nawo ajolise kwiimarike zaphesheya kwaye anomdla wokuzama.

Ngokweengxelo, nge-8 kaSeptemba, iLeap Motor ibhengeze ukungena kwayo ngokusesikweni kwiimarike zaphesheya. Ifikelele kwintsebenziswano nenkampani yoshishino lweemoto yakwaSirayeli ukuthumela ibhetshi yokuqala yee-T03 e-Israel; uWeilai uthe nge-8 ka-Okthobha ukuba iimveliso zayo, iinkonzo zenkqubo yonke kunye nemodeli yeshishini entsha ziya kuphunyezwa eJamani, eNetherlands, eSweden naseDenmark; iXpeng Motors ikwakhethe iYurophu njengommandla okhethwayo wobudlelwane bayo behlabathi. Iya kunceda iXiaopeng Motors ukuba ingene ngokukhawuleza kwimarike yaseYurophu. Ukongeza, iAIWAYS, iLANTU, iWM Motor, njl. nazo zingene kwimarike yaseYurophu.

I-China Automobile Association iqikelela ukuba ukuthunyelwa kweemoto kwilizwe lam kulindeleke ukuba kudlule kwi-2.4 yezigidi kulo nyaka. Ingxelo yophando yamva nje yePacific Securities ithe ukwenza imizamo kwicala lokuthumela ngaphandle kunokunceda iinkampani zemoto zasekhaya ezikumgangatho ophezulu kunye neenxalenye ukuba zikhawulezise ukwandiswa kwekhonkco lemizi-mveliso, kwaye zikhuthaze ngakumbi amandla azo endalo ngokubhekiselele ekuphindaphindweni kwetekhnoloji kunye nokuphuculwa kwenkqubo yomgangatho.

Nangona kunjalo, abantu abangaphakathi kushishino bakholelwa ukuba iimpawu ezizimeleyo zisajongene nemingeni ethile "ekuya phesheya". Okwangoku, uninzi lweempawu ezizimeleyo ezingena kwimarike ephuhlileyo zisekwinqanaba lovavanyo, kwaye ukudibana kweemoto zaseTshayina kwihlabathi liphela kusafuna ixesha lokuqinisekisa.