• Ngaba iimoto zombane ezincinci “lithemba lelali yonke”?
  • Ngaba iimoto zombane ezincinci “lithemba lelali yonke”?

Ngaba iimoto zombane ezincinci “lithemba lelali yonke”?

 a

Kutshanje, i-Tianyancha APP ibonise ukuba i-Nanjing Zhidou New Energy Vehicle Co., Ltd. iye yatshintsha kwishishini kunye nezorhwebo, kwaye i-capital yayo ebhalisiweyo inyuke ukusuka kwi-25 yezigidi zeeyuan ukuya malunga ne-36.46 yezigidi zeeyuan, ukwanda malunga ne-45.8%. Kwiminyaka emine enesiqingatha emva kokubhanga kunye nohlengahlengiso, ngenkxaso ye-Geely Automobile kunye ne-Emma Electric Vehicles, i-veteran yemoto yombane i-Zhidou Automobile ingenisa umzuzu wayo "wovuko".

Idityaniswe neendaba zokuba i-Yadi, i-brand ehamba phambili yemoto yombane enamavili amabini, yayinamarhe okuba yakha imoto kwixesha elidlulileyo, ibe yingxoxo eshushu, kwaye ukuthengiswa kwezithuthi zombane ezincinci kwiimarike zaphesheya zizinzile, abanye bangaphakathi. uthe: “Iimoto zombane ezincinci 'lithemba lelali yonke'. Ekupheleni kosuku, le ntengiso kuphela iya kukhula, kwaye iya kwenzeka kwihlabathi liphela. ”

Ngakolunye uhlangothi, ukhuphiswano kwiimarike zeemoto ezincinci luya kuqinisa ngo-2024. Emva koMthendeleko weNtwasahlobo kulo nyaka, i-BYD yakhokela ekuqaliseni ukuncitshiswa okukhulu ngokusemthethweni kwaye yakhwaza isiqubulo esithi "Umbane uphantsi kuneoli". Emva koko, iinkampani ezininzi zeemoto zalandela ngokufanelekileyo kwaye zavula imarike yemoto yombane ecocekileyo ngexabiso elingaphantsi kwe-100,000 ye-yuan, nto leyo ekhokelele kwimarike yemoto yombane encinci ukuba iphile.
Kutshanje, izithuthi zombane ezincinci ziye zagqabhuka emehlweni oluntu.

b

“Imoto entsha kaZhidou iza kukhutshwa kwikota yesibini yalo nyaka, kwaye kusenokwenzeka ukuba isebenzise isitishi sika-Emma (imoto yombane).” Kutshanje, umntu ongaphakathi okufutshane noZhidou utyhile kumajelo eendaba.

Njengomenzi wezithuthi "wombane" wokuqala, uLanzhou Zhidou, owafumana "iziqinisekiso ezimbini" ngo-2017, uye waba yinkampani yeenkwenkwezi kwimarike yemoto yasekhaya kunye neklasi ye-A00 yemoto yombane ecocekileyo. Nangona kunjalo, ukususela kwisiqingatha sesibini se-2018, kunye nokulungelelaniswa kwemigaqo-nkqubo yenkxaso-mali kunye noshintsho kwimeko yangaphakathi nangaphandle, uLanzhou Zhidou ekugqibeleni waya ebhankini kwaye waphinda wahlengahlengiswa kwi-2019.

“Kwinkqubo yokutshona kukaZhidou kunye nohlengahlengiso, uSihlalo weGeely uLi Shufu kunye noSihlalo weTekhnoloji ye-Emma uZhang Jian badlale indima ebalulekileyo. Abantu abakhankanywe ngasentla abaqhelana nalo mbandela bathi kungekhona kuphela ngokwemali, i-Zhidou ehlengahlengisiweyo nayo ineenzuzo ezibalulekileyo kuphando kunye nophuhliso, ukubonelela kunye neendlela zokuthengisa. Ikwadibanise izixhobo zeGeely kunye noEmma.

Kwiqela le-379 lengcaciso entsha yokubhengezwa kwemoto evela kwiSebe lezoShishino kunye neTeknoloji yoLwazi ekuqaleni kwalo nyaka, imoto entsha yeZhidou ekhankanywe ngasentla ekhankanywe ngasentla kwaye iya kukhutshwa kwikota yesibini yabonakala. Kwisibhengezo esisemthethweni eside sokuqalisa kukaZhidou, le moto intsha isabekwe njengesithuthi sombane esincinci kwaye ikwinqanaba elifanayo neWuling MINI EV kunye neChangan Lumin, kwaye ibizwa ngokuba yi "Zhidou Rainbow".

Ukujongana namandla amakhulu emarike yezithuthi zamandla amatsha, iinkampani ezikhokelayo ezinamavili amabini zombane azisanelisekanga yile meko. Ngaphambi nangemva kokuba "uvuko" lweZhidou, "isiganeko sokwenza imoto" yeemoto zombane zaseYadi zasasazeka kwi-Intanethi kwaye zabangela iingxoxo ezininzi ezivuthayo.

Kuyaqondwa ukuba iindaba zivela kwimifanekiso yefektri ethathwe ngumqhubi weloli ngelixa ehambisa iimpahla eYadi. Kwividiyo, amagcisa eYadea ayasidiliza isithuthi, kwaye abasebenzisi abanamehlo okhozi banokuqonda ngqo isithuthi njengeLamborghini kunye nemodeli yeTesla 3/imodeli Y.

La marhe akusiyo isiseko. I-Yadi iye yaxelwa ukuba ifuna i-R&D kunye nabasebenzi bemveliso kwizikhundla ezininzi ezinxulumene nemoto. Ukujonga kwiscreenshots ezisasazwe ngokubanzi, iinjineli zezixhobo ze-elektroniki zemoto, iinjineli ze-chassis, kunye nabaphathi abaphezulu bemveliso yee-cockpits eziziingqondi yeyona nto igxile kuyo.

c

Nangona igosa leza ngaphambili ukuphikisa amahemuhemu, u-Yadi uphinde wachaza ukuba ishishini elitsha lezithuthi zamandla lisikhokelo kubasebenzi bobugcisa bangaphakathi ukuba baxoxe, kwaye imiba emininzi yangaphambili ifuna ukuba uYadi afunde ngokunzulu. Kulo mba, kusekho ezinye iimbono ukuba kunokwenzeka ukuba iYadi yenza iimoto ezilandelayo ayinakunyanzelwa. Abanye abantu kwishishini bakholelwa ukuba iYadi yakha iimoto, iimoto zombane ezincinci yeyona ndlela yokuvavanya amanzi.
Intsomi yokuthengisa eyenziwe nguWuling Hongguang MINIEV yenze ukuba uluntu luhlawule ngokubanzi ingqalelo kwiimoto ezincinci zombane. Alinakuphikiswa ukuba izithuthi zamandla amatsha zikhula ngokukhawuleza e-China, kodwa amandla amakhulu okusetyenziswa kwemarike yasemaphandleni enabemi abaphantse babe zizigidi ezingama-500 ayikakhululwa ngokufanelekileyo.

Imarike yasemaphandleni ayinakukhula ngokufanelekileyo ngenxa yezinto ezininzi ezifana nenani elilinganiselweyo leemodeli ezisebenzayo, amajelo okusasazwa kakubi, kunye nokungonelanga kopapasho. Ngokuthengiswa okushushu kweemoto zombane ezisulungekileyo ezifana neWuling Hongguang MINIEV, izixeko ezikumgangatho wesi-3 ukuya kweyesi-5 kunye neemarike zasemaphandleni zibonakala zingenise iimveliso eziphambili ezifanelekileyo.

Ukujonga kwiziphumo zezithuthi zamandla amatsha eziya emaphandleni ngo-2023, iimoto ezincinci ezifana neWuling Hongguang MINIEV, Changan Lumin, Chery QQ Ice Cream, kunye neWuling Bingo zithandwa kakhulu ngabathengi abasezantsi. Ngenkqubela phambili eqhubekayo yokuhlawulisa iziseko ezingundoqo kwimimandla yasemaphandleni, izithuthi zamandla amatsha, ingakumbi ezombane ezincinci, zikwaxhasa urhwebo olukhulu olukumgangatho ophantsi wasezidolophini nasemaphandleni.

U-Li Jinyong, usekela-mongameli we-All-China Federation of Industry and Commerce Automobile Dealers Chamber of Commerce kunye nosihlalo weNew Energy Vehicle Committee, uye waba nethemba eliqinisekileyo malunga nemarike yemoto yombane encinci iminyaka emininzi. "Eli candelo lentengiso ngokuqinisekileyo liya kukhula ngokugqithisileyo kwixesha elizayo."

Nangona kunjalo, ngokujonga kwintengiso yonyaka ophelileyo, izithuthi zombane ezincinci zezona zikhula kancinci kwintengiso yemoto yamandla entsha.

d

U-Li Jinyong uhlalutye ukuba ngakwesinye icala, ukusuka kwi-2022 ukuya kwi-2023, ixabiso le-lithium carbonate liya kuhlala liphezulu kwaye amaxabiso ebhetri aya kuqhubeka nokunyuka. Impembelelo ethe ngqo iya kuba kwizithuthi zombane ezingaphantsi kwe-100,000 yuan. Ukuthatha isithuthi sombane kunye noluhlu lweekhilomitha ze-300 njengomzekelo, ixabiso lebhetri laliphezulu malunga ne-50,000 yuan ngenxa yexabiso eliphezulu le-lithium carbonate ngelo xesha. Izithuthi zombane ezincinci zinamaxabiso aphantsi kunye neengeniso ezincinci. Ngenxa yoko, iimodeli ezininzi ziphantse zingabinangeniso, zikhokelela ezinye iinkampani zeemoto ukuba zitshintshele kwiimodeli zokuvelisa ezixabisa i-200,000 ukuya kwi-300,000 yeyuan ukuze ziphile ngo-2022-2023. Ekupheleni kwe-2023, ixabiso le-lithium carbonate lehla ngokukhawuleza, linciphisa iindleko zebhetri malunga nesiqingatha, linika "indleko-esibucayi" izithuthi zombane ezincinci zokuqeshisa ubomi obutsha.

Ngakolunye uhlangothi, ngokwembali, nanini na ukuhla kwezoqoqosho kunye nokungabikho kokuzithemba kwabathengi, imarike echaphazelekayo idla ngokuba yimarike engaphantsi kwe-yuan eyi-100,000, ngelixa impembelelo kwiimodeli eziphuculweyo eziphakathi ukuya ekupheleni azibonakali. Ngo-2023, uqoqosho lusachacha, kwaye ingeniso yoluntu ngokubanzi ayikho phezulu, nto leyo eye yachaphazela kakhulu imfuno yokusetyenziswa kweemoto zamaqela abathengi ngaphantsi kwe-100,000 yuan.

“Njengoko uqoqosho luphucuka ngokuthe ngcembe, iindleko zebhetri ziyehla, kwaye amaxabiso ezithuthi abuyela kwingqiqo, imakethi yemoto yombane encinci iya kuqala ngokukhawuleza. Ewe, isantya sokuqalisa sixhomekeke kwisantya sokubuya koqoqosho, kwaye ukubuyiswa kokuzithemba kwabathengi kubaluleke kakhulu. ” U-Li Jinyong uthe.
Ixabiso eliphantsi, ubungakanani obuncinci, ukupaka okulula, ukusebenza kweendleko eziphezulu kunye nokuma kwemarike ngokuchanekileyo sisiseko sokuthandwa kwezithuthi zombane ezincinci.

UCao Guangping, iqabane leChefu Consulting, ukholelwa ukuba izithuthi zombane ezinexabiso eliphantsi ziimveliso zemoto ezidingwa kakhulu ngabantu abaqhelekileyo ukuze bazikhusele emoyeni nasemvuleni njengoko ukusetyenziswa kuthotywa.

UCao Guangping uhlalutye ukuba i-bottleneck yeshishini lemoto yombane yibhetri, oko kukuthi, inqanaba lobugcisa beebhetri zamandla kusenzima ukuhlangabezana neemfuno zobugcisa bezithuthi ezinkulu, kwaye kulula ukuhlangabezana neemfuno zobuchwepheshe zezinga eliphantsi elincinci. izithuthi zombane. "Lumka kwaye ukhethekileyo, kwaye ibhetri iya kuba ngcono." I-Micro ibhekisa kwiimoto ezincinci ezinemiyile ephantsi, isantya esiphantsi, umzimba omncinci kunye nendawo encinci yangaphakathi. I-Congte ithetha ukuba ukunyuswa kwezithuthi zombane kuthintelwe okwethutyana ngeteknoloji yebhetri kwaye ifuna inkxaso yemigaqo-nkqubo ekhethekileyo, iinkxaso-mali ezikhethekileyo, iindlela ezikhethekileyo zobugcisa, njl. Ukuthatha iTesla njengomzekelo, isebenzisa "ubukrelekrele obukhethekileyo" ukutsala abasebenzisi ukuba bathenge iimoto zombane. .

Izithuthi zombane ezincinci zilula ukukhuthaza, nto leyo igqitywe yinkcazo yokubala kwamandla esithuthi. Okukhona usezantsi ukusetyenziswa kwamandla xa uwonke, iibhetri ezimbalwa ezifunekayo, kunye nexabiso eliphantsi lesithuthi. Kwangaxeshanye, ikwamiselwa sisimo selizwe lam esisezidolophini nasemaphandleni. Kukho imfuno enkulu yeemoto ezincinci kwizixeko ezikwinqanaba lesithathu, lesine kunye nelesihlanu.

"Ukujonga ukuthotywa kwamaxabiso aqatha eemoto zasekhaya, izithuthi zombane ezincinci ziya kuba ngowona mgca wemfazwe yamaxabiso xa iinkampani zeemoto ekugqibeleni zijongana ubuso ngobuso, kwaye iya kuba sisitshetshe semfazwe yokungena kwinqanaba lokuthatha isigqibo. .” UCao Guangping uthe.

U-Luo Jianfu, umthengisi weemoto e-Wenshan, eYunnan, isixeko esikwinqanaba lesihlanu, uyazi ngokunzulu ukuthandwa kweemoto zombane ezincinci. Kwivenkile yakhe, iimodeli ezifana neWuling Hongguang miniEV, Changan Waxy Corn, Geely Red Panda, kunye neChery QQ Ice Cream zithandwa kakhulu. . Ingakumbi ngexesha lokubuyela esikolweni ngoMatshi, imfuno yabathengi abathenga olu hlobo lwemoto ukuthutha abantwana babo ukuya nokubuya esikolweni igxininise kakhulu.

U-Luo Jianfu uthe iindleko zokuthenga kunye nokusetyenziswa kwezithuthi zombane ezincinci ziphantsi kakhulu, kwaye zilula kwaye ziyafikeleleka. Ngaphezu koko, umgangatho weemoto zombane ezincinci zanamhlanje awukho ngaphantsi konke konke. Uluhlu lokuqhuba lunyusiwe ukusuka kwi-120 yeekhilomitha zokuqala ukuya kwiikhilomitha ezingama-200 ~ 300. Izimo nazo zihlala ziphuculwa kwaye ziphuculwa. Ukuthatha iWuling Hongguang miniEV njengomzekelo, imodeli yayo yesizukulwana sesithathu iMaca Long ifanise ukutshaja ngokukhawuleza ngelixa igcina ixabiso liphantsi.

Nangona kunjalo, uLuo Jianfu uphinde wathi imarike yemoto yombane encinci, ebonakala ngathi inamandla angenamkhawulo, igxininiswe kakhulu kwiimpawu, kwaye iqondo "lomthamo" alikho ngaphantsi kwamanye amacandelo emarike. Iimodeli ezixhaswa ngamaqela amakhulu zinothungelwano oluqinileyo noluzinzileyo lonikezelo kunye nenethiwekhi yokuthengisa, nto leyo eyenza kube lula kubo ukuba baphumelele ukuthandwa ngabathengi. Nangona kunjalo, iimodeli ezinje nge-Dongfeng Xiaohu azikwazi kufumana isigqi sentengiso kwaye zinokubaleka nazo kuphela. Abadlali abatsha abanjengoLingbao, iPunk, iRedding, njalo njalo “kudala bafotwa elunxwemeni.”


Ixesha lokuposa: Mar-29-2024