Kasuwancin mota na 2024, wanda aka sani a matsayin abokin hamayya mafi ƙarfi kuma mafi ƙalubale.Amsar a bayyane take – BYD.Da zarar BYD ya kasance mabiyi kawai.Tare da karuwar sabbin motocin albarkatun makamashi a kasar Sin, BYD ya yi amfani da damar da za ta hau kan igiyar ruwa. Motar mai ta mamaye zamanin, tallace-tallace na BYD na shekara-shekara bai shiga kulob din sama da miliyan daya ba.A sabon zamanin da ake ciki na makamashi, bayan dage takunkumin hana siyar da motocin mai, BYD ya ninka tallace-tallacen da yake yi a shekara daga motoci dubu 700 zuwa miliyan 1.86 a cikin shekara guda kacal.A cikin 2023, yawan tallace-tallace na BYD ya haura zuwa miliyan 3, kuma ana sa ran ribar da za ta samu za ta haura yuan biliyan 30. Ba wai kawai, daga shekarar 2022 zuwa 2023 na shekaru biyu a jere, BYD ya zarce na Tesla da ke kan gaba a sabbin albarkatun makamashi na duniya. sayar da abin hawa.Babu shakka, sabon samar da albarkatun makamashi na BYD da sikelin tallace-tallace ya shiga sabon mataki, cikin kankanin lokaci babu wanda zai iya daidaitawa. "Yaya za a doke BYD?"Ya kamata ya zama wani abu da kowane mai fafatawa ya kamata ya yi tunani akai. Don haka, a cikin 2024, yanayin haɓakar saurin haɓakar BYD yana dawwama?Kasuwar har yanzu ta tabbata?Wadanne abokan hamayya ne za su kai hari?
A ina ci gaban BYD zai fito a 2024?
Idan kamfanin mota yana so ya ci gaba da ci gaba a cikin tallace-tallace, dole ne ya sami samfurori na Ivy don tabbatar da farantin tushe, kuma dole ne ya ci gaba da turawa da kuma haifar da sababbin haɓaka.Manazarta Cibiyar Kera motoci ta Gaishi sun yi imanin cewa tallace-tallacen BYD a wannan shekara, jigon tallace-tallacen haɓakawa galibi daga Equation leopardBrand, Daular da Teku jerin sabbin samfura biyu da saurin haɓakar kasuwannin fitarwa.
Kamar yadda muka sani, daular da kuma teku jerin biyu, shine cikakken ginshiƙin tallace-tallace na BYD.A shekarar 2023, jiragen ruwa na Ocean Series sun kaddamar da wani gagarumin hari, inda suka harba sabbin motoci iri-iri irinsu Dolphin da Seagull, wanda ya rage farashin motar lantarki ta BYD zuwa kasa da yuan 80,000, ya kuma sake gina kasuwar yuan dubu 100, lamarin da ya kara matsi kason hadin gwiwa. Motocin mai a farashi ɗaya tare da SAIC, GM, Wuling da sauran samfuran.Duba jerin daular, haɓaka samfurin Huanxin zuwa sigar zakara, a zahiri, nau'in ɓoyayyen tsari ne na buɗe samfurin rage farashin (dangane da fa'idar sikelin farashi, yana sa samfurin siyar da rahusa).Misali, farkon shekarar da ta gabata, sigar zakaran Qing PLUS DMi, farashin ya ragu zuwa yuan 100,000.Wannan shi ne BYD zuwa 1 00000 - 2 00000 yuan kasuwar Volkswagen sigina don ayyana yaki.
Yin la'akari da sakamakon tallace-tallace, dabarun daular da kuma jerin teku ba shakka suna da nasara.A cikin 2023, haɗin tallace-tallace na jerin biyun ya kai raka'a 2,877,400, haɓaka na 55.3% kowace shekara.
Daga cikin su, Seagulls, Qing PLUS, Yuan da sauran nau'ikan tallace-tallace masu zafi sun sayar da fiye da raka'a dubu 30 ko ma sama da haka, da nau'ikan nau'ikan nau'ikan irin su Han, Han, Don, Song da sauran barga a cikin fiye da raka'a 10,000.Babu shakka, idan aka kwatanta da sauran kamfanonin mota, BYD na sama da nau'ikan 10 na "fashewa" barga tushe farantin.Dangane da karuwar, sashen rarraba na Cibiyar Nazarin Mota ta Geist ta ce sabbin samfura irin su Song L da Sea Lion za su zama babban karfi a ci gaban tallace-tallace na jerin biyu a wannan shekara.
Sabuwar damisa Equation, wanda aka saki a watan Agustan shekarar da ta gabata, ana kuma sa ran zai kawo saurin karuwar girma a wannan shekara.Equation Leopard ita ce tambari na huɗu da BYD ya ƙaddamar, yana sanya wuraren gwaninta na keɓaɓɓu.A watan Nuwamba na wannan shekarar, an jera samfurin Leopard 5 na farko, wanda farashinsa ya kai yuan 289,800 zuwa 352,800, kuma an kai shi.
Tare da farashi mai ma'ana, ƙaƙƙarfan amincewar tambari, da kuma dogaro kan haɓakar buƙatun masu amfani da ababen hawa a kan hanya, adadin tallace-tallace na Equation Leopard 5 ya zarce raka'a 5,000 a cikin cikakken wata na farko, wanda ya yi nasara a yaƙin farko, kuma ana hasashen cewa a wannan shekara. Ana sa ran tallace-tallace za su ci gaba. Bugu da ƙari, kasuwar fitarwa kuma za ta kasance wani karfi a ci gaban tallace-tallace na BYD.Shekarar 2023 ita ce shekarar dunkulewar BYD.Shugaban BYD Wang Chuanfu ya taba cewa, "Manufar 2023 ita ce dunkulewar duniya, BYD ya kasance ta hanyar fitar da kayayyaki zuwa kasashen waje da samar da gida biyu hanyoyi don inganta dabarun duniya." Shekaru biyu kacal, kasuwancin fasinja na BYD ya shiga Japan, Jamus, Australia, Brazil. Hadaddiyar Daular Larabawa, kusan kasashe da yankuna 60. Tare da ƙarfin samfur mai ƙarfi da ganuwa mai ƙarfi (tun 2022 tallace-tallace fiye da FAW-Volkswagen, tallace-tallace na BYD na ketare yana haɓaka cikin sauri, ya kai raka'a 240,000 a cikin 2023, haɓaka sau 3.3 a shekara, da BYD yana cikin sahun gaba wajen sayar da ababen hawa na albarkatun makamashi a kasashe da yankuna da dama.
A wannan shekara, BYD yana ci gaba da haɓaka saurin buɗe kasuwannin ketare.Kamfanin BYD a Thailand zai fara aiki nan ba da jimawa ba kuma yana samarwa, wanda ke cikin Turai a cikin shukar Hungary, Kudancin Amurka, masana'antar Brazil kuma za ta fara gini.Wannan yana nuna cewa BYD yana sannu a hankali ta hanyar fitar da kasuwanci zuwa ga abin da aka samar da shi.Tare da kammala masana'antun ketare da samar da kayayyaki, BYD zai kara rage farashi, da haɓaka gasa na kayayyaki a kasuwannin cikin gida.Ana sa ran tallace-tallacen da BYD ke ketare zai zarce motoci dubu 500 a wannan shekara, wanda ya ninka na bara, in ji manazarta a Cibiyar Bincike ta Gaia Automotive. .
Shin girma zai ragu a wannan shekara?
Dangane da ci gaban tallace-tallacen gabaɗaya na sabon makamashi da hukuncin sikelin ci gaban BYD, BYD a bara don kammala burin tallace-tallace miliyan 3, ana sa ran a cikin masana'antar.Har yanzu BYD bai sanar da manufar tallace-tallace na 2024 ba. Duk da haka, bisa tushen tallace-tallace na BYD na yanzu da kuma karuwar girma, hukumomi da dama sun yi hasashen tallace-tallace da aikin su a cikin 2024.Comprehensive Multi-party news, the industry general believe that BYD tallace-tallace a 2024 za ta ci gaba da ci gaba da ci gaba, amma girman karuwar ya bambanta. Shengang Securities yana da kyakkyawan fata, yana yin hasashen cewa tare da shigar da sabbin motocin albarkatun makamashi suna ƙaruwa, ƙarfin samarwa da sauri ya sakewa, da Dolphin DM-i, Song L, Teng Shi N7 / N8, Duban U8/U9, Damisa 5 da sauran sababbin motoci an ƙaddamar da su a kasuwa, BYD na ci gaba da haɓaka sabbin kayayyaki, ana sa ran tallace-tallace na 2024 zai wuce raka'a miliyan 4, karuwar fiye da 30% akan kasuwa. daidai lokacin bara.
Cibiyar Binciken Motoci ta Gaishi ta fi taka tsantsan, ana sa ran a cikin 2024 tallace-tallace na miliyan 3.4 zuwa miliyan 3.5 ko makamancin haka, karuwar kusan 15%, "wannan ya hada da tallace-tallacen fitarwa."Manazarta sun yi nuni da cewa, hakan ya dogara ne kan yadda BYD ya yi tallace-tallace a watannin baya-bayan nan, a hakikanin gaskiya, “daga rabin na biyu na shekarar da ta gabata, ci gaban cikin gida na BYD ya yi kasala sosai.” Kamar yadda kuke gani, shirin siyar da BYD na 2023 na motoci miliyan 3 ya kasance. ba a samu ba har sai watan da ya gabata, kuma ya ƙare da ƙarin motoci 20,000. Domin cimma burin tallace-tallace da aka saita a cikin 2023, BYD yana daidaita farashin akai-akai a rabin na biyu na shekara.Koyaya, daga yanayin tallace-tallace na ƙarshe, babu wani ingantaccen ci gaba sosai.Bayanan tallace-tallace na tashar jiragen ruwa sun nuna cewa daga watan Yuni zuwa Nuwamba, adadin inshora na tashar BYD yana da kwanciyar hankali, ya tsaya a kusan motoci 230,000."Wannan yana nuna cewa haɓakar rage farashin ya inganta tallace-tallace kawai, amma bai kawo gagarumin ci gaba ba," in ji manazarcin.
BYD, a halin yanzu, yana fuskantar matsi na sama.Karkashin tasirin masu fafatawa kamar duniya mai tambaya, aikin jerin Biadihan na kasuwa yana da rauni.A cikin 2023, jerin Han sun kai motoci dubu 228, wanda ya ragu daga dubu 270 a shekarar da ta gabata.Halin kasuwa na N7 da N8 da sauran samfuran da Teng Potential ya lissafa suma sun yi ƙasa da yadda ake tsammani, kuma matsakaicin matsakaicin tallace-tallace na kowane wata yana hawa kusan motocin 1,000, har yanzu suna goyan bayan D9. Ga jerin biyu na Tekun da Daular, manazarta a Gaius Automotive Research Cibiyar ta yi imanin cewa, nau'ikan fashewar abubuwan fashewa na BYD irin su Qin, Song, Han, yuan, seagull, da sauransu, ana sa ran za su ci gaba da samar da ayyukan yi a kasuwannin cikin gida na wannan shekara, ko kuma a samu raguwar tallace-tallace na wata-wata. da yawa incremental ga iri.Game da alama, da aka ba da ta miliyan-matakin farashin sakawa, shi ba don manufar shan girma.Bayanai sun nuna cewa a watan Disambar bara, an kai 1500 U8 a cikin watan farko.Idan aka kwatanta da gudummawar tallace-tallace, neman har zuwa taimakon BYD ya fi nunawa a cikin alamar haɓakawa da haɓaka riba. Dangane da babban tallace-tallacen tallace-tallace na motoci miliyan 3 a bara, karuwar tallace-tallace na BYD a wannan shekara yana da wuyar haifar da haɓakar sauri. .Manazarta na hukumar sun yi hasashen cewa ribar da BYD ta samu a shekarar 2024 na iya kai fiye da yuan biliyan 40, wanda ya karu da sama da biliyan 100 idan aka kwatanta da bara, wanda ya karu da kusan kashi 30% idan aka kwatanta da shekaru biyu da suka gabata.
An kewaye da karfi?
Idan aka kwatanta da yadda ake sayar da motoci na sabbin albarkatun makamashi na cikin gida a halin yanzu da kuma kaso na kasuwa na manyan kamfanonin motoci na cikin gida, har yanzu BYD ne kan gaba, matsayinsa na kan gaba zai yi wuya a girgiza cikin kankanin lokaci.A cewar kungiyar masu kera motoci ta kasar Sin, BYD kadai. Ya kai kashi 35 cikin 100 na tallace-tallacen sabbin motocin fasinja masu albarkatun makamashi, sai Tesla Motors China, wanda ke da kashi 8 cikin dari kawai, sai GAC AEON, Geely Automobile da SAIC-GM-Wuling, wanda ke da kusan kashi 6 kawai." A halin yanzu, babu kamfanonin mota a cikin kankanin lokaci da abokin hamayyar BYD," wasu manazarta sun yi nuni da hakan.Amma ya yi imanin cewa BYD a sassa daban-daban na kasuwa da kewayon farashi daban-daban shima babban matsin lamba ne.
Misali, Volkswagen Yuan Yuan 100,000 zuwa 150,000 ne zai zama babban abin da za a fi mayar da hankali kan sabbin albarkatun makamashi a shekarar 2024. Hukumar kula da motocin lantarki ta kasar Sin ta yi hasashen cewa, wannan farashin zai zama wani muhimmin yanki na bunkasa sabbin motocin makamashi a cikin shekaru biyu masu zuwa, wanda shi ne karo na biyu. ana sa ran bayar da gudummawar kashi daya bisa uku na karuwar.Wannan kuma yana nufin cewa gasar a cikin wannan kasuwa za ta zama mai tsanani. A gaskiya ma, a cikin 2023, yawancin kamfanonin mota sun fara tilasta kasuwar Volkswagen, sababbin kayayyaki ko samfurori kullum.Sabbin masu shiga sun haɗa da jerin Chery Fengyun,Geely GalaxySeries, jerin Changan Kaiyuan da sauran masu fafatawa.A lokaci guda kuma, tsofaffin kayayyaki irin su Ian da Deep Blue suma suna hanzarta ƙaddamar da sabbin motoci don haɓaka ko faɗaɗa kasuwar su a cikin wannan ɓangaren kasuwa.Kamfanonin motocin da aka ambata a sama ba kawai turawa da sauri ba, har ma suna rufe nau'ikan nau'ikan. hanyoyin fasaha irin su plug-in matasan, tsayin iyaka, da wutar lantarki mai tsafta.Ƙarƙashin ƙaƙƙarfan bangon Ƙungiya, sabbin samfura da yawa ko sabbin samfura suna da ƙarfin gasa na kasuwa.Misali, jerin Geely Galaxy sun fito da rabin shekara, tallace-tallace na wata-wata yana da kwanciyar hankali fiye da dubu goma.Wadannan nau'ikan suna daure su karbi kaso na BYD na sassan kasuwan da suka dace, a cewar manazarta a Cibiyar Binciken Motoci ta Gaishi.A cikin babban kasuwa na sama da yuan dubu 250, BYD ba shi da santsi kamar yadda ake zato.Ana iya ganin raguwar tallace-tallace na jerin Han da rashin aikin N7 / N8.Sabanin haka, sabon umarni na M7 ya zarce raka'a dubu 120 kuma sabon umarni na M9 ya karya raka'a 30,000.Jimlar tallace-tallace na wata-wata na tsarin L mai kyau ya rushe ta hanyar raka'a 40000. Matsayin jagorancin Tengshi D9 a cikin babban darajar MPV sabon kasuwar albarkatun makamashi na iya zama da wuya a kula da shi na dogon lokaci.Tare da Buick GL8 Plug version yana gab da za a jera shi kuma a ba da shi, da kuma ƙarfin Wei Brand Mountain, Small Pengs X9 model sun shiga gasar, matsayi na kasuwa ko za a yi barazana. Har ila yau Leopard yana cikin matsin lamba.A halin yanzu, alamar mai zaman kanta tana da zafi a waje da kasuwar abin hawa.IRui Consulting ya ce tare da canje-canje a cikin buƙatun mabukaci, kasuwar SUV, musamman "hasken ƙetare SUV zuwa babban yanayin."Dangane da ƙididdigar ƙididdiga na Gaeshi Automobile, samfuran SUV sama da 10 na ƙasa za su shiga kasuwa a cikin 2023. Menene ƙari, akwai samfuran tanki waɗanda suka haɓaka wannan ɓangaren kasuwa.A cewar masu lura da aikin gyaran hanya, alamar tankin ya shahara sosai ga masu amfani da ababen hawan, "da yawa masu amfani suna sayar da motocin da aka shigo da su daga waje, sun juya suka sayi tanki 300."A cikin 2023, alamar tanki ta sayar da motoci dubu 163.Kasuwa ba ta tabbatar da aikin damisa a matsayin sabon shiga ba.
Fuskar maƙiyan da ke kewaye, BYD a cikin babban kasuwa yana da tasiri.Masu sharhi na Citigroup kwanan nan sun rage farashin farashin su na BYD zuwa HK $ 463 kowace kaso daga HK $ 602 kowace kaso, in ji Bloomberg.Sun yi imanin karuwar tallace-tallacen BYD da ribar riba za ta iya fuskantar matsin lamba yayin da gasar ke kara tsananta a kasar Sin.Citigroup ya kuma rage hasashen siyar da kamfanin na BYD a wannan shekarar zuwa motoci miliyan 3.68 daga miliyan 3.95. Farashin hannun jarin BYD ya fadi da kashi 15 cikin 100 tun a tsakiyar watan Nuwamba 2023, a cewar hukumar.A halin yanzu, darajar kasuwar BYD ta kai Yuan biliyan 540, idan aka kwatanta da na shekarar da ta gabata ta yi asarar yuan biliyan 200. Watakila kasuwar cikin gida mai zafi da ta wuce gona da iri da BYD ya kara habaka a ketare a cikin 'yan shekarun nan.Tare da fa'idar farashi da ƙarfin samfur mai ƙarfi, gami da haɓaka ganuwa na duniya, BYD yana cikin teku.Za a iya zama m zato, idan BYD har ma da kasar Sin farashin mota za su iya ƙwace teku na sabon makamashi albarkatun damar, da haihuwa daya ko fiye "Volkswagen ko Toyota" irin na duniya masana'antun mota giant, ba zai yiwu ba.
Lokacin aikawa: Janairu-29-2024