2024 musika wemotokari, uyo anozivikanwa seakasimba uye anonetsa anopikisa. Mhinduro iri pachena - BYD.Pane imwe nguva, BYD aingova muteveri. With kukura itsva simba zviwanikwa motokari muChina, BYD akabata mukana kuchovha wave.Fuel motokari inotonga nguva, BYD wepagore rokutengesa havana kupinda kirabhu vanopfuura miriyoni imwe. Munguva yesimba idzva, mushure mekurambidzwa kwakasimba kwekutengeswa kwemotokari dzemafuta, BYD yakawedzera zvakapetwa kaviri kutengesa kwayo kwegore kubva ku700 zviuru kusvika ku1.86 miriyoni mota mugore rimwe chete. Muna 2023, huwandu hwekutengesa hweBYD hwakasvetukira kumamiriyoni matatu, uye purofiti inotarisirwa kudarika 30 bhiriyoni yuan. Kwete izvozvo chete, kubva 2022 kusvika 2023 kwemakore maviri akateedzana, BYD inopfuura Tesla yakadzoreredza iyo yepasirese simba zviwanikwa. kutengesa motokari. Zviripachena, iyo BYD itsva simba zviwanikwa kugadzirwa uye kushambadzira chikero anopinda padanho idzva, munguva pfupi hapana anogona kufanana."How kurova BYD?" Zvinofanira kuva chimwe chinhu mukwikwidzi wose anofanira kufunga nezvazvo.Saka, muna 2024, BYD yakakwirira-nokukurumidza kukura maitiro inoenderera? Musika wacho uchiri kugadzikana here? Vapikisi vapi vacharwisa?
Kukura kweBYD kuchabva kupi muna 2024?
Kana kambani yemotokari ichida kuchengetedza kukura kwakadzikama mukutengesa, inofanirwa kunge iine zvigadzirwa zveIvy kudzikamisa ndiro yepasi, uye inofanirwa kuramba ichisundidzira nyowani nekugadzira zvitsva zvinowedzera. Vaongorori veGaishi Automotive Institute vanotenda kuti kutengesa kweBYD gore rino, musimboti wekutengesa kwakawedzera kunyanya kubva kuEquation leopardBrand, Dynasty neOcean maviri akateedzana emhando nyowani uye kukurumidza kukura kwemisika yekunze.
Sezvatinoziva tese, dzinza negungwa maviri akateedzana, ndiyo mbiru yakakwana yekutengesa kweBYD. Muna 2023, Ocean Series yakatanga kurwisa kwakasimba, ichitangisa dzakasiyana siyana dzemotokari nyowani senge Dolphin neSeagull, iyo yakadzikisa mutengo weiyo BYD's yakachena yemagetsi mota kusvika pazasi 80,000 yuan uye kuvakazve 100 zviuru zveyuan musika, ichiwedzera kudzvanya mugove wejoint. venture mota dzemafuta pamutengo mumwechete pamwe neSAIC, GM, Wuling nemamwe mabhureki. Tarisa uone dzinza rakateerana, chigadzirwa Huanxin kusimudzira kune iyo shasha shanduro, chokwadi, inzira yakavanzika yekuvhura iyo yekudzikisa mutengo modhi (zvichienderana ne mutengo wechiyero mukana, zvichiita kuti chigadzirwa chitengese zvakachipa). Semuenzaniso, kutanga kwegore rapfuura, iyo Qing PLUS DMi shasha vhezheni, mutengo wakadzikira kusvika zviuru zana yuan level. Iyi BYD kusvika 1 00000 - 2 00000 yuan Volkswagen musika chiratidzo chekuzivisa hondo.
Tichitarisa kubva pamhedzisiro yekutengesa, zano redzinza uye yegungwa rakateedzana pasina mubvunzo rakabudirira. Muna 2023, kutengesa kwakasanganiswa kwezvikamu zviviri izvi kwakasvika 2,877,400 zvikamu, kuwedzera kwe55.3% gore negore.
Pakati pavo, maSeagull, Qing PLUS, Yuan uye mamwe mamodheru anotengesa anopisa akatengesa anopfuura zviuru makumi matatu emayuniti kana kunyange kutengesa kwakanyanya, uye akasiyana emhando dzakadai saHan, Han, Don, Rwiyo uye mamwe akagadzikana mune anopfuura zviuru gumi. Zviripachena, zvichienzaniswa nemamwe makambani emotokari, BYD's anopfuura gumi modhi ye "kuputika" yakagadzikana base ndiro. Panyaya yekuwedzera, chikamu chechikamu cheGeist Automobile Research Institute chakataura kuti mhando nyowani dzakadai seRwiyo L uye Sea Shumba ichava simba guru mukukura kwekutengesa kwemaviri akateedzana gore rino.
The new brand Equation Leopard, yakaburitswa muna Nyamavhuvhu gore rapfuura, iri kutarisirwawo kuunza kuwedzera nekukurumidza kwehuwandu gore rino. Equation Leopard imhando yechina yakatangwa neBYD, inomisa nzvimbo dzakasarudzika dzehunyanzvi. Muna Mbudzi wegore rimwe chetero, yekutanga modhi Leopard 5 yakanyorwa, mutengo pa289,800 kusvika 352,800 yuan, uye yakaunzwa.
Nemitengo inonzwisisika, simbisiro yemhando yakasimba, uye yakasimudzwa pamusoro pekukura kwevashandisi kudiwa kwemotokari dziri kunze-mumugwagwa, huwandu hwekutengesa hweEquation Leopard 5 hwakapfuura zviuru zvishanu zvezvikamu mumwedzi wekutanga wakazara, kuhwina muhondo yekutanga, uye zvinofungidzirwa kuti gore rino kutengesa kunotarisirwa kuenderera mberi.Kuwedzera, iyo misika yekunze ichavawo rimwe simba mukukura kwekutengesa kweBYD. Gore ra2023 ndiro gore rekudyidzana kwepasi rose kweBYD. Sachigaro weBYD, VaWang Chuanfu, vakamboti, “Chinangwa chegore ra2023 ndechekudyidzana kwenyika, BYD yave kuburikidza nekutengesa kunze kwenyika nekugadzirwa kwemuno nzira mbiri dzekusimudzira hurongwa hwekudyidzana kwepasi rose. United Arab Emirates, dzinenge nyika makumi matanhatu nematunhu.Nesimba rakasimba rechigadzirwa uye kuoneka kwepamusoro (sezvo 2022 kutengesa kupfuura FAW-Volkswagen, kutengesa kweBYD mhiri kwemakungwa kuri kukura nekukurumidza, kusvika ku240,000 mayunitsi muna 2023, kukwira 3.3 nguva pagore, uye BYD. iri pakati pepamberi pekutengesa magetsi emagetsi matsva munyika zhinji nematunhu.
Gore rino, BYD inoenderera mberi nekumhanyisa kukurumidza kwekuvhura misika yekunze. BYD chirimwa muThailand chichakurumidza kushanda uye kugadzirwa, chiri muEurope muHungary chirimwa, South America, Brazil chirimwa chichatangawo kuvaka. Izvi zvinoratidza kuti BYD iri kuita zvishoma nezvishoma nekutengesa kunze kwenyika kune yemuno kugadzirwa-inotungamirwa. Nekupedzwa kwemafekitori ekunze uye kugadzirwa, BYD ichawedzera kuderedza mitengo, kuwedzera kukwikwidza kwezvigadzirwa mumusika wemuno.Kutengeswa kweBYD mhiri kwemakungwa kunotarisirwa kudarika zviuru mazana mashanu emotokari gore rino, zvakapetwa kaviri kubva gore rapfuura, vaongorori veGaia Automotive Research Institute forecast. .
Kukura kunononoka here gore rino?
Zvichienderana nekukura kwekutengesa kwese kwesimba idzva uye neBYD pachayo budiriro chiyero kutonga, BYD gore rapfuura kupedzisa 3 miriyoni yekutengesa chinangwa, inotarisirwa muindasitiri. BYD haisati yazivisa chinangwa chekutengesa che 2024. Zvisineyi, zvichibva paBYD ikozvino yekutengesa uye kukura kwehuwandu, huwandu hwemasangano anofanotaura kutengesa kwayo uye kushanda muna 2024. Comprehensive multi-party nhau, iyo indasitiri inowanzotenda kuti BYD kutengesa muna 2024 icharamba ichichengetedza kukura, asi ukuru hwekuwedzera kwakasiyana.Shengang Securities ine tariro, inofanotaura kuti nekupinda kwemagetsi matsva emagetsi emotokari inowedzera, kukwanisa kwekugadzira nokukurumidza kusunungurwa, uye Dolphin DM-i, Rwiyo L, Teng Shi N7 / N8, Tichitarisa kusvika kuU8/ U9, Leopard 5 nedzimwe mota nyowani dzakatangwa pamusika, BYD inoenderera mberi muchirongwa chekusimudzira zvigadzirwa zvitsva, kutengeswa kwe2024 kunotarisirwa kudarika mamirioni mana, kuwedzera kweanopfuura 30% pamusoro. nguva imwe cheteyo gore rakapera.
Gaishi Automotive Research Institute inonyanya kuchenjerera, inotarisirwa muna 2024 kutengesa kwemamiriyoni 3.4 kusvika ku3.5 mamiriyoni kana zvakadaro, kuwedzera kwe15%, "izvi zvinosanganisira kutengesa kunze kwenyika." Vaongorori vakaratidza kuti izvi zvinoenderana nekutengesa kweBYD mumwedzi ichangopfuura, kutaura zvazviri, "kubva muhafu yechipiri yegore rapfuura, kukura kwemumba kweBYD kwave kuderera zvakanyanya." Sezvauri kuona, BYD's 2023 yekutengesa yakanangana ne3 miriyoni mota yaive. isina kuwanikwa kusvika mwedzi wapera, uye yakaguma ne 20,000 mamwe motokari. Kuti uwane chinangwa chekutengesa chakagadzwa muna 2023, BYD inowanzogadzirisa mitengo muhafu yechipiri yegore. Nekudaro, kubva kune iyo terminal yekutengesa mamiriro, hapana yakanyanya kuvandudzwa. Terminal sales data inoratidza kuti kubva munaJune kusvika munaNovember, BYD terminal inishuwarenzi vhoriyamu yakadzikama, yakagadzikana pamotokari dzinenge zviuru mazana maviri nemakumi matatu. "Izvi zvinoratidza kuti kukurudzirwa kwekuderedza mutengo kwakagadzirisa kutengesa chete, asi hakuna kuunza kukura kukuru," muongorori akadaro.
BYD, panguva iyi, inotarisana nekumanikidzwa kwepamusoro. Pasi pesimba revanokwikwidza senge nyika ine mibvunzo, iyo Biadihan yakatevedzana musika kuita inoita kunge isina kusimba. Muna 2023, iyo Han Series yakasvika zviuru mazana maviri nemakumi maviri nesere mota, pasi kubva 270 zviuru mugore rapfuura. Maitiro emusika weN7 neN8 uye zvimwe zvigadzirwa zvakanyorwa naTeng Potential zvakare zvishoma pane zvaitarisirwa, uye mwedzi wega wega wekutengesa vhoriyamu inotenderera yakatenderedza 1,000 mota, ichiri kutsigirwa neD9.Kune maviri akatevedzana eOcean uye Dynasty, vaongorori veGaius Automotive Research. Institute inotenda kuti BYD iripo yepakati inoputika mhando seQin, Song, Han, yuan, seagull, nezvimwewo, kuita kwegore rino mumusika wepamba, inotarisirwa kuchengetedza yazvino chiyero chekutengesa pamwedzi kana kudzikira zvishoma, haichakwanise kupa zvakare. zvakanyanya kuwedzera kune brand.Sekutarisa pachiratidzo, ichipihwa miriyoni-yepamusoro mutengo chinzvimbo, haisi yechinangwa chekutora vhoriyamu. Iyo data inoratidza kuti muna Zvita gore rapfuura, 1500 U8 yakaunzwa mumwedzi wekutanga. Zvichienzaniswa nemupiro wekutengesa, kutarisa kumusoro kune rubatsiro rweBYD kunonyanya kuratidzwa mumhando yepamusoro uye purofiti yekusimudzira mwero. Zvichienderana nehukuru hwekutengesa hwaro hwemotokari dzinosvika mamirioni matatu gore rapfuura, kukura kwekutengesa kweBYD gore rino kwakaoma kubereka kukurumidza kukura. . Agency vaongorori vanofanotaura kuti BYD kuti mambure purofiti muna 2024 angava anopfuura mabhiriyoni 40 yuan, kuwedzera anopfuura bhiriyoni 100 pamusoro gore rakapera, kuwedzera anenge 30%, zvichienzaniswa nemakore maviri apfuura yakaderera zvikuru.
Kukombwa nechisimba?
Zvichienzaniswa nezvino zvemumba zvemagetsi zviwanikwa zvemotokari zvekutengesa uye mugove wemusika wemakambani makuru emotokari emotokari, BYD ichiri mutungamiri, nzvimbo yayo inotungamira ichava yakaoma kuzunungusa munguva pfupi. Maererano neChina Association of Automobile Manufacturers, BYD chete. inotora zvikamu makumi matatu neshanu muzana zvekutengesa kwemagetsi matsva emagetsi ekufambisa, ichiteverwa neTesla Motors China, iyo inongotora zvikamu zvisere kubva muzana, uye GAC AEON, Geely Automobile uye SAIC-GM-Wuling, inongotora zvikamu zvitanhatu chete. Parizvino, hapana makambani emotokari munguva pfupi uye BYD anokwikwidza," vamwe vaongorori vakadaro. Asi anotenda kuti BYD muzvikamu zvakasiyana-siyana zvemusika uye zvakasiyana-siyana zvemutengo zvakarewo mukuru wemakwikwi ekumanikidza.
Semuenzaniso, 100,000 kusvika ku150,000 yuan Volkswagen ichava iyo inonyanya kukoshesa yezviwanikwa zvitsva zvesimba muna 2024. IChina 100 Electric Vehicle Council inofanotaura kuti iyi mutengo ichava nzvimbo inokosha yekukura kwemotokari itsva yemagetsi mumakore maviri anotevera, iyo inotarisirwa kupa chikamu chimwe muzvitatu chekuwedzera. Izvi zvinoreva zvakare kuti kukwikwidza mumusika uyu kuchawedzera kutyisa.Kutaura zvazviri, muna 2023, makambani mazhinji emotokari akatanga kumanikidza musika weVolkswagen, mhando nyowani kana zvigadzirwa zvinogara zvichiputika. Vatsva vanopinda vanosanganisira Chery Fengyun akatevedzana, Geely GalaxySeries, Changan Kaiyuan akatevedzana uye vamwe vakasimba vakwikwidzi. Panguva imwecheteyo, mhando dzekare dzakadai saIan uye Deep Blue dziri kukurumidza kutangwa kwemotokari itsva kuti dzisimbise kana kuwedzera mugove wavo wemusika muchikamu ichi chemusika.Makambani emotokari ataurwa pamusoro apa haasi kungosundira nekukurumidza, asiwo anovhara zvakasiyana-siyana. nzira dzehunyanzvi dzakadai seplug-in hybrid, kureba, uye magetsi chaiwo. Pasi pesimba rakasimba reBoka, mhando zhinji nyowani kana mhando nyowani dzine kukwikwidza kwakasimba kwemusika. Semuenzaniso, Geely Galaxy series yakabudiswa hafu yegore, kutengesa kwepamwedzi kwakagadzikana kune vanopfuura zviuru gumi. Aya mabhureki anosungirwa kubata chikamu cheBYD chezvikamu zvemusika zvinoenderana, sekureva kwevaongorori veGaishi Automotive Research Institute.Mumusika wepamusoro weanopfuura zviuru mazana maviri nemakumi mashanu eyuan, BYD haina kutsetseka sezvainofungidzirwa. Kudzikira kwekutengesa kweHan akateedzana uye kusaita zvakanaka kweN7 / N8 kunogona kuonekwa. Kusiyana neizvi, mirairo mitsva yeM7 yakapfuura 120 zviuru zvemayuniti uye itsva M9 mirairo yakaputsa 30,000 zvikamu. Kutengeswa kwepamwedzi kwese kweiyo yakanakira L yakatevedzana yakaputsa nepakati pezvikamu zve40000. Tengshi D9 inotungamira chinzvimbo mupamusoro-yekupedzisira MPV musika wemagetsi matsva angave akaoma kuchengetedza kwenguva yakareba. NeBuick GL8 Plug version yava kuda kunyorwa uye kuendeswa, uye simba reWei Brand Mountain, Small Pengs X9 mhando dzakapinda mumakwikwi, nzvimbo yaro yemusika kana kuti ichatyisidzirwa.Leopard iri pasi pekumanikidzwa kwemakwikwi. Parizvino, iyo yakazvimirira mhando iri kupisa kunze kwemugwagwa mota musika. IRui Consulting yakataura kuti nekuchinja mukudiwa kwevatengi, musika weSUV, kunyanya "yakareruka yekuyambuka-nyika SUV kune iyo huru maitiro." Maererano neGaeshi Automobile's partial statistics, zvinopfuura gumi-cross-country SUV zvigadzirwa zvichapinda mumusika muna 2023. Chii zvakare, kune matangi emhando akadyara zvakanyanya chikamu ichi chemusika. Maererano nevacherechedzi vanoita basa rekugadzirisa kunze kwemugwagwa, tangi brand inonyanya kufarirwa nevashandisi vemotokari kunze kwemugwagwa, "vazhinji vashandisi vanotengesa motokari kunze kwemigwagwa, vakatendeuka ndokutenga tangi 300." Muna 2023, tangi brand yakatengesa zviuru zana nemakumi matanhatu nezviuru zvemotokari. Kuita kwekutevera kweLeopard semutsva hakusati kwave kusimbiswa nemusika.
Chiso chemuvengi chakatenderedza, BYD mumusika mukuru chinzvimbo chinokanganiswawo. Vaongorori veCitigroup nguva pfupi yadarika vakadzikisa mutengo wavo weBYD kuenda kuHK $463 per share kubva kuHK $602 per share, Bloomberg yakashuma. Vanotenda kukura kwekutengesa kweBYD uye purofiti inogona kuuya pasi pekumanikidzwa sezvo makwikwi muChina achiwedzera. Citigroup yakadzikisawo fungidziro yayo yekutengesa yeBYD gore rino kusvika ku3. 68 mamiriyoni emotokari kubva ku3.95 mamiriyoni.BYD's share price yakaderera ne15 per cent kubva pakati paNovember 2023, maererano nesangano. Parizvino, musika ukoshi BYD panguva kumativi 540 bhiriyoni Yuan, zvichienzaniswa zvakafanana nguva gore rakapera evaporated mabhiriyoni 200 yuan.Pamwe ndiyo overheated mumusika musika kuti BYD yakakurumidza kuwedzera ayo mhiri kwemakungwa mumakore achangopfuura. Nekukosha kwemutengo uye kusimba kwechigadzirwa chakasimba, pamwe nekusimudzirwa kwekuonekwa kwepasirese, BYD iri pagungwa. Inogona kuva neushingi kufungidzira, kana BYD uye kunyange Chinese motokari mitengo anogona kubvuta gungwa idzva simba zviwanikwa mikana, kuberekwa mumwe kana kupfuura "Volkswagen kana Toyota" yakadaro yepasi rose motokari mugadziri hofori, hazvibviri.
Nguva yekutumira: Jan-29-2024