Imakethi yemoto ye-2024, eyaziwa njengoyena mchasi unamandla kunye nowona mceli mngeni.Impendulo icacile - BYD.Kudala, i-BYD yayingumlandeli nje.Ngokukhula kwezixhobo zamandla amatsha ezithuthi e-China, i-BYD ibambe ithuba lokukhwela i-wave.Fuel imoto elawulwayo, iintengiso zonyaka ze-BYD azizange zingene kwiklabhu ngaphezu kwesigidi esinye.Kwixesha elitsha lamandla, emva kokuvalwa okuqinisekileyo kokuthengiswa kwezithuthi zamafutha, i-BYD yaphinda kabini intengiso yayo yonyaka ukusuka kwi-700 lamawaka ukuya kwi-1.86 yezigidi zeemoto kunyaka nje omnye.Ngo-2023, umthamo wentengiso ye-BYD yatsibela kwi-3 yezigidi, kwaye inzuzo eseleyo kulindeleke ukuba idlule kwi-yuan yeebhiliyoni ezingama-30. Ayisiyiyo loo nto kuphela, ukusuka ku-2022 ukuya ku-2023 iminyaka emibini elandelelanayo, i-BYD ingaphezulu kweTesla ngokugcinwayo iphezulu kwimithombo yamandla amatsha ehlabathi. ukuthengiswa kwemoto.Ngokucacileyo, imveliso yemithombo yamandla amatsha e-BYD kunye nesikali sokuthengisa singena kwinqanaba elitsha, ngexesha elifutshane akukho mntu unokuthelekisa."Ungayibetha njani i-BYD?"Kufuneka ibe yinto wonke umntu okhuphisana naye ekufuneka acinge ngayo.Ngoko ke, ngo-2024, i-BYD yokukhula ngesantya esiphezulu iyazinzileyo?Ngaba imakethi isazinzile?Ngabaphi abachasi abaza kuhlasela?
Ukukhula kwe-BYD kuya kuvela phi ngo-2024?
Ukuba inkampani yemoto ifuna ukugcina ukukhula okuzinzileyo kwiintengiso, kufuneka ibe neemveliso ze-Ivy zokuzinzisa iplate yesiseko, kwaye kufuneka iqhubeke nokutyhala okutsha kunye nokudala ukunyuka okutsha.Abahlalutyi beGaishi Automotive Institute bakholelwa ukuba intengiso ye-BYD kulo nyaka, undoqo wokuthengisa okongeziweyo ikakhulu ukusuka kwi-Equation leopardBrand, Dynasty kunye no-Ocean uthotho lweemodeli ezintsha kunye nokukhula okukhawulezayo kweemarike zokuthumela ngaphandle.
Njengoko sonke sisazi, ubukhosi kunye nolwandle luchungechunge ezimbini, yintsika epheleleyo yentengiso ye-BYD.Ngo-2023, i-Ocean Series yaqalisa uhlaselo oluqinileyo, isungula iindidi zeemoto ezintsha ezifana ne-Dolphin kunye ne-Seagull, eyathoba ixabiso lemoto yombane ecocekileyo ye-BYD ukuya ngaphantsi kwe-80,000 ye-yuan kwaye yakha kwakhona i-100 lamawaka emarike ye-yuan, iphinda icinezele isabelo se-joint joint. venture izithuthi zamafutha ngexabiso elifanayo kunye ne-SAIC, i-GM, i-Wuling kunye nezinye ii-brand.Jonga kuthotho lobukhosi, imveliso ye-Huanxin iphucula inguqulelo yeentshatsheli, enyanisweni, yindlela efihliweyo yokuvula imodeli yokunciphisa ixabiso (ngokusekwe kwi inzuzo yesikali sexabiso, ukwenza ukuba imveliso ithengiswe ngexabiso eliphantsi).Ngokomzekelo, ekuqaleni konyaka ophelileyo, inguqulo ye-Qing PLUS DMi yentshatsheli, ixabiso lehla ukuya kwinqanaba le-yuan eyi-100,000.Oku BYD ukuya 1 00000 - 2 00000 yuan Volkswagen uphawu lwemarike ukubhengeza imfazwe.
Ukujonga kwiziphumo zokuthengisa, isicwangciso sobukhosi kunye nochungechunge lolwandle ngokungathandabuzekiyo luphumelele.Kwi-2023, ukuthengiswa okudityanisiweyo kolu chungechunge mbini kufikelele kwiiyunithi ezingama-2,877,400, ukwanda kwe-55.3% ngonyaka.
Phakathi kwazo, i-Seagulls, i-Qing PLUS, iYuan kunye nezinye iimodeli ezishushu ezithengisayo zithengise ngaphezulu kwe-30 amawaka eeyunithi okanye intengiso ephezulu, kunye neentlobo ezahlukeneyo zeemodeli ezinje ngeHan, Han, Don, Song kunye nezinye ezizinzile kwiiyunithi ezingaphezu kwe-10,000.Ngokucacileyo, xa kuthelekiswa nezinye iinkampani zeemoto, iimodeli ze-BYD ezingaphezu kwe-10 zeplate yesiseko ezinzileyo "eqhumayo".Ngokumalunga nokunyuka, icandelo le-Geist Automobile Research Institute lathi iimodeli ezintsha ezifana neNgoma L kunye ne-Sea Lion iya kuba yeyona nto iphambili ekukhuleni kweentengiso ezimbini kulo nyaka.
Ingwe entsha kraca ye-Equation, ekhutshwe ngo-Agasti kulo nyaka uphelileyo, nayo kulindeleke ukuba inyuse umthamo ngokukhawuleza kulo nyaka.I-Equation Leopard luphawu lwesine olwaphehlelelwa yi-BYD, ibeka iindawo zobungcali zobuqu.NgoNovemba waloo nyaka, imodeli yokuqala ye-Leopard 5 yadweliswa, ixabisa kwi-289,800 ukuya kwi-352,800 ye-yuan, kwaye ihanjiswe.
Ngamaxabiso afanelekileyo, i-brand endorsement eyomeleleyo, kunye ne-superimposed ekukhuleni kwemfuno yabasebenzisi bezithuthi ezingekho endleleni, umthamo wentengiso we-Equation Leopard 5 udlule kwiiyunithi ezingama-5,000 kwinyanga yokuqala epheleleyo, ukuphumelela idabi lokuqala, kwaye kuqikelelwa ukuba kulo nyaka Iintengiso kulindeleke ukuba ziqhubele phambili. Ukongeza, imarike yokuthumela ngaphandle iya kuba yenye amandla ekukhuleni kwentengiso ye-BYD.Unyaka ka-2023 ngunyaka wokudityaniswa kwehlabathi le-BYD.USihlalo we-BYD u-Wang Chuanfu wakha wathi, "Ugxininiso lwe-2023 ludibaniso lwehlabathi, i-BYD iye yathunyelwa ngaphandle kunye nemveliso yasekhaya iindlela ezimbini zokukhuthaza isicwangciso sehlabathi." Kwiminyaka emibini kuphela, ishishini le-BYD leemoto zabahambi liye langena eJapan, eJamani, e-Australia, eBrazil, i-United Arab Emirates, phantse 60 amazwe kunye regions.With amandla imveliso eyomeleleyo kunye nokubonakala eliphezulu (ukususela 2022 intengiso ngaphezu FAW-Volkswagen, intengiso BYD phesheya zikhula ngokukhawuleza, ukufikelela 240,000 iiyunithi 2023, up 3.3 amaxesha ngonyaka, kunye BYD iphakathi kokuphambili kwintengiso yezithuthi zemithombo yamandla amatsha kumazwe amaninzi nakwimimandla.
Kulo nyaka, i-BYD iyaqhubeka nokukhawulezisa isantya sokuvula iimarike zaphesheya.Isityalo se-BYD eThailand siza kusebenza ngokukhawuleza kunye nemveliso, ehlala eYurophu kwisityalo saseHungary, eMzantsi Melika, isityalo saseBrazil siya kuqalisa ukwakhiwa.Oku kubonisa ukuba i-BYD ngokuthe chu ngokurhweba kumazwe angaphandle kwimveliso ejolise kwimveliso yasekhaya.Ngokugqitywa kweefektri zaphesheya kunye nemveliso, i-BYD iya kunciphisa ngakumbi iindleko, ikhulise ukukhuphisana kweemveliso kwimarike yendawo.Intengiso ye-BYD phesheya kulindeleke ukuba idlule i-500 yeemoto zamawaka kulo nyaka, ngokuphindwe kabini ukusuka kunyaka ophelileyo, abahlalutyi kwi-Gaia Automotive Research Institute forecast. .
Ngaba ukukhula kuyacotha kulo nyaka?
Ngokusekwe kukukhula kweentengiso zizonke zamandla amatsha kunye nesigwebo se-BYD sophuhliso lwesiqu sakhe, i-BYD kulo nyaka uphelileyo ukugqibezela i-3 yezigidi ekujoliswe kuyo, kulindeleke kushishino.I-BYD ingekabizi intengiso ekujoliswe kuyo ngo-2024. Nangona kunjalo, ngokusekelwe kwisiseko sentengiso ye-BYD yangoku kunye nezinga lokukhula, inani lee-arhente libikezela intengiso kunye nokusebenza kwayo ngo-2024.Iendaba ezipheleleyo zamaqela amaninzi, imboni ngokubanzi ikholelwa ukuba i-BYD yokuthengisa ngo-2024 iya kuqhubeka nokugcina ukukhula, kodwa ubungakanani bokunyuka buhlukile.I-Shengang Securities inethemba, ibikezela ukuba ngokungena kwezixhobo ezintsha zamandla izithuthi ezikhulayo, umthamo wokuvelisa ukukhutshwa ngokukhawuleza, kunye neDolphin DM-i, iNgoma L, iTeng Shi N7 / N8, Ukujonga ukuya ku-U8/ U9, i-Leopard 5 kunye nezinye iimoto ezintsha ziqalisiwe kwimarike, i-BYD iyaqhubeka kumjikelo wokukhuthaza iimveliso ezintsha, ukuthengiswa kwe-2024 kulindeleke ukuba kudlule iiyunithi zezigidi ezi-4, ukwanda okungaphezulu kwe-30% ngaphezulu. ngexesha elifanayo kunyaka ophelileyo.
I-Gaishi Automotive Research Institute ilumke ngakumbi, kulindeleke ukuba i-2024 ithengise i-3.4 yezigidi ukuya kwi-3.5 yezigidi okanye kunjalo, ukwanda malunga ne-15%, "oku kubandakanya ukuthengiswa kwamanye amazwe."Abahlalutyi babonisa ukuba oku kusekelwe kwintsebenzo yentengiso ye-BYD kwiinyanga zakutshanje, enyanisweni, "ukususela kwisiqingatha sesibini sonyaka ophelileyo, ukukhula kwasekhaya kwe-BYD kuye kwaba nzima kakhulu. ayifumanekanga kude kube yinyanga yokugqibela, kwaye iphelile nge-20,000 yezithuthi ezingaphezulu. Ukuze kufikelelwe kwithagethi yokuthengisa ebekwe kwi-2023, i-BYD idla ngokuhlengahlengiswa amaxabiso kwisiqingatha sesibini sonyaka.Nangona kunjalo, ukusuka kwimeko yokuthengisa i-terminal, akukho phuculo lukhulu.Idatha yokuthengisa ye-terminal ibonisa ukuba ukususela ngoJuni ukuya kuNovemba, umthamo we-inshurensi ye-BYD uzinzileyo, uzinzile malunga ne-230 yeemoto eziliwaka."Oku kubonisa ukuba ukukhuthazwa kokunciphisa ixabiso kuzinzile kuphela ukuthengisa, kodwa akuzange kuzise ukukhula okuphawulekayo," watsho umhlalutyi.
I-BYD, okwangoku, ijongene noxinzelelo oluphezulu.Ngaphantsi kwempembelelo yabakhuphisanayo njengehlabathi lemibuzo, i-Biadihan series performance performance ibonakala ibuthathaka.Kwi-2023, i-Han Series iphelele kwiimoto ezingama-228 amawaka, ezantsi ukusuka kwi-270 lamawaka kunyaka odlulileyo.Ukusabela kwimarike ye-N7 kunye ne-N8 kunye nezinye iimveliso ezidweliswe yi-Teng Potential nazo zingaphantsi kunokuba zilindelwe, kwaye umthamo wenyanga wentengiso we-avareji ujikeleza malunga neenqwelo ze-1,000, zisaxhaswa yi-D9. Kuluhlu olubini lwe-Ocean kunye ne-Dynasty, abahlalutyi kwi-Gaius Automotive Research Iziko likholelwa ukuba iimodeli ezikhoyo ze-BYD eziqhumayo ezifana neQin, iNgoma, iHan, i-yuan, ingabangaba, njl. njl., ukusebenza kwalo nyaka kwimarike yasekhaya, kulindeleke ukuba kugcinwe inqanaba lokuthengisa lenyanga langoku okanye ukuhla kancinci, akusenakubonelela kakhulu. ukwanda kakhulu kwi-brand.Ngokujonga i-brand, inikwe ixabiso lexabiso le-million-level positioning, akusiyo injongo yokuthatha umthamo.Idatha ibonisa ukuba ngoDisemba wonyaka ophelileyo, i-1500 ye-U8 yaziswa kwinyanga yokuqala.Xa kuthelekiswa negalelo lentengiso, ukujonga phezulu kuncedo lwe-BYD kubonakaliswa ngakumbi kwinqanaba lentengiso kunye nenqanaba lokunyuswa komda wenzuzo. Ngokusekwe kwisiseko esikhulu sokuthengisa sezithuthi ezizigidi ezi-3 kulo nyaka uphelileyo, ukukhula kwentengiso ye-BYD kulo nyaka kunzima ukuvelisa ukukhula kwesantya. .Abahlalutyi be-Arhente baqikelela ukuba inzuzo ye-BYD ngo-2024 inokuba ngaphezu kweebhiliyoni ezingama-40 zeeyuan, ukwanda okungaphezulu kweebhiliyoni ezili-100 kulo nyaka uphelileyo, ukwanda okumalunga nama-30%, xa kuthelekiswa neminyaka emibini edlulileyo inciphe kakhulu.
Urhangqwe ngamandla?
Xa kuthelekiswa nokuthengiswa kwezithuthi zasekhaya zamandla amatsha kunye nesabelo semarike yeenkampani ezinkulu zeemoto zasekhaya, i-BYD iseyinkokeli, indawo yayo ehamba phambili iya kuba nzima ukuyishukumisa kwixesha elifutshane.Ngokutsho kweChina Association of Automobile Manufacturers, BYD yedwa. I-akhawunti ye-35 yeepesenti yeentengiso zentengiso yemithombo yamandla amatsha ezithuthi zezithuthi, ilandelwa yi-Tesla Motors yase-China, i-akhawunti ye-8 ekhulwini kuphela, kunye ne-GAC AEON, i-Geely Automobile kunye ne-SAIC-GM-Wuling, eyi-akhawunti kuphela malunga neepesenti ezi-6. " Okwangoku, azikho iinkampani zeemoto ngexesha elifutshane kunye ne-BYD imbangi, ”batshilo abanye abahlalutyi.Kodwa ukholelwa ukuba i-BYD kumacandelo ahlukeneyo emarike kunye noluhlu lwamaxabiso ahlukeneyo luxinzelelo olukhulu lokhuphiswano.
Ngokomzekelo, i-100,000 ukuya kwi-150,000 yuan Volkswagen iya kuba yingqwalasela ephambili yemithombo yamandla amatsha kwi-2024. I-China 100 ye-Electric Vehicle Council iqikelela ukuba olu luhlu lwexabiso luya kuba yindawo ephambili yokukhula kwezithuthi ezintsha zemithombo yamandla kwiminyaka emibini ezayo. kulindeleke ukuba negalelo kwisinye kwisithathu kolonyuso.Oku kuthetha ukuba ukhuphiswano kule marike luya kuba lukhuni ngakumbi. Enyanisweni, ngo-2023, iinkampani ezininzi zeemoto zaqala ukunyanzela imarike yeVolkswagen, iimveliso ezintsha okanye iimveliso zihlala zigubha.Abangeneleli abatsha babandakanya uthotho lweChery Fengyun, iGeely GalaxySeries, uthotho lweChangan Kaiyuan kunye nabanye abakhuphisana abomeleleyo.Kwangaxeshanye, iimpawu ezindala ezifana ne-Ian kunye ne-Deep Blue nazo zikhawulezisa ukuqaliswa kwezithuthi ezitsha ukuze zidibanise okanye zandise isabelo sazo semarike kweli candelo lemarike.Iinkampani zeemoto ezikhankanywe ngasentla azigcini nje ngokutyhala ngokukhawuleza, kodwa zibandakanya iindidi ezahlukeneyo zemoto. iindlela zobuchwepheshe ezifana ne-plug-in hybrid, uluhlu olwandisiweyo, kunye nombane ococekileyo.Ngaphantsi kwemvelaphi eyomeleleyo yeQela, iibrendi ezininzi ezintsha okanye iimodeli ezintsha zinokukhuphisana okuqinileyo kwemarike.Ngokomzekelo, uchungechunge lwe-Geely Galaxy lukhuphe isiqingatha sonyaka, intengiso yenyanga izinzile ngaphezu kwamawaka alishumi.Ezi mpawu zibophelelekile ukuba zibambe isabelo se-BYD samacandelo emarike afanelekileyo, ngokutsho kwabahlalutyi kwi-Gaishi Automotive Research Institute.Kwimarike ephezulu ye-yuan engaphezu kwama-250 amawaka, i-BYD ayigudi njengoko kucingwa.Ukwehla kweentengiso ze-Han series kunye nokusebenza kakubi kwe-N7 / N8 kunokubonwa.Ngokuchaseneyo, ii-odolo ezintsha ze-M7 zigqithise kwi-120 lamawaka eeyunithi kwaye ii-odolo ezintsha ze-M9 zophule iiyunithi ezingama-30,000.Iintengiso zenyanga ezipheleleyo zoluhlu olufanelekileyo lwe-L zaqhekeza iiyunithi ze-40000. Isikhundla esiphambili se-Tengshi D9 kwi-MPV ye-MPV entsha ye-energy market market kunokuba nzima ukuyigcina ixesha elide.Ngenguqulo ye-Plug ye-Buick GL8 malunga nokudweliswa kwaye ihanjiswe, kunye namandla e-Wei Brand Mountain, imizekelo ye-Small Pengs X9 ingenele ukhuphiswano, indawo yayo yemarike okanye iya kusongelwa.I-Leopard nayo iphantsi koxinzelelo lokukhuphisana.Okwangoku, uphawu oluzimeleyo lushushu kwimarike yezithuthi ezisendleleni.I-IRui Consulting ithe ngotshintsho kwimfuno yabathengi, imarike ye-SUV, ngakumbi "i-SUV enqamleza ilizwe elikhanyayo ukuya kweyona ndlela iphambili."Ngokwezibalo zeGaeshi Automobile, ngaphezulu kwe-10 yeemveliso ze-SUV eziwela ilizwe ziya kungena kwimarike ngo-2023. Ngaphezu koko, kukho iibrendi zetanki ezikhulise ngokunzulu le nxalenye yentengiso.Ngokutsho kwabakhi-mkhanyo ababandakanyekayo kumsebenzi wokuguqulwa kwendlela engekho kwindlela, uphawu lwetanki luthandwa kakhulu ngabasebenzisi bezithuthi ezingaphandle kwendlela, "abasebenzisi abaninzi bathengisa izithuthi eziphuma ngaphandle kwendlela, bajike bathenga itanki 300."Ngo-2023, itanki yathengisa iimoto ezingama-163 lamawaka.Ukusebenza okulandelwayo kweLeopard njengomntu ofikayo kusafuneka kuqinisekiswe yimarike.
Ubuso botshaba olujikelezileyo, i-BYD kwindawo yemalike yenkunzi nayo iyachaphazeleka.Abahlalutyi be-Citigroup basanda kwehlisa ixabiso labo elijoliswe kwi-BYD ukuya kwi-HK $ 463 ngesabelo ngasinye ukusuka kwi-HK $ 602 ngesabelo ngasinye, i-Bloomberg ibike.Bakholelwa ukuba ukukhula kwentengiso ye-BYD kunye nemida yenzuzo inokuba phantsi koxinzelelo njengoko ukhuphiswano e-China luqina.I-Citigroup nayo yehlisa uqikelelo lwentengiso ye-BYD kulo nyaka ukuya kwi-3. 68 yezigidi zezithuthi ukusuka kwi-3.95 yezigidi. ixabiso lesabelo se-BYD liye lehla ngeepesenti ezili-15 ukususela phakathi koNovemba 2023, ngokutsho kwe-arhente.Okwangoku, ixabiso lemakethi ye-BYD malunga ne-540 yeebhiliyoni zeeyuan, xa kuthelekiswa nexesha elifanayo kulo nyaka uphelileyo liyi-yuan eyi-200 yezigidigidi.Ngenzuzo yeendleko kunye namandla emveliso eyomeleleyo, kunye nokukhuthazwa kokubonakala kwehlabathi, i-BYD iselwandle.Ngaba uqikelelo olunesibindi, ukuba i-BYD kunye namaxabiso emoto yaseTshayina inokubamba ulwandle lwamathuba emithombo yamandla amatsha, ukuzalwa komnye okanye ngaphezulu "iVolkswagen okanye iToyota" isigebenga somenzi wezithuthi zehlabathi, akunakwenzeka.
Ixesha lokuposa: Jan-29-2024