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 ilindeleke ukuba idlule kwi-yuan yeebhiliyoni ezingama-30. Ayisiyiyo loo nto kuphela, ukusuka ku-2022 ukuya ku-2023 iminyaka emibini ilandelelana, i-BYD ingaphezulu kweTesla ngokugcinwa iphezulu kwintengiso yezithuthi zamandla amatsha ehlabathi. 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 neDolphin kunye neSeagull, eyathoba ixabiso lemoto yombane ecocekileyo ye-BYD ukuya ngaphantsi kwe-yuan ye-80,000 kwaye yakha kwakhona i-yuan ye-100 yeemarike, iqhubela phambili ukucudisa isabelo se-joint venture fuel vehicles kunye ne-WuLoling yezithuthi ze-fuel, i-WuLoling kunye neenqwelo ze-fuel kunye ne-SAIC enye i-brand kunye nexabiso elifanayo. uchungechunge lobukhosi, imveliso ye-Huanxin iphucula kwinguqulo yentshatsheli, enyanisweni, yindlela efihliweyo yokuvula imodeli yokunciphisa ixabiso (ngokusekelwe kwinzuzo yesikali seendleko, ukwenza imveliso ithengise 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 yomsebenzisi yezithuthi ezingekho endleleni, umthamo wentengiso ye-Equation Leopard 5 idlule iiyunithi ze-5,000 kwinyanga yokuqala epheleleyo, iphumelele idabi lokuqala, kwaye kuqikelelwa ukuba ukuthengiswa kwalo nyaka kulindeleke ukuba kuqhubeke. Unyaka ka-2023 ngunyaka wokudityaniswa kwehlabathi le-BYD. USihlalo we-BYD u-Wang Chuanfu wakha wathi, "Ugqaliselo luka-2023 lumanyano lwehlabathi, i-BYD iye yathunyelwa ngaphandle kunye nemveliso yasekhaya iindlela ezimbini zokukhuthaza isicwangciso sokusebenzisana kwehlabathi." Kuphela iminyaka emibini, ishishini leemoto zomkhweli ze-BYD liye langena eJapan, eJamani, e-Australia, eBrazil, kwi-United Arab Emirates, phantse amazwe angama-60 kunye nemimandla. intengiso phesheya zikhula ngokukhawuleza, ukufikelela 240,000 iiyunithi 2023, up 3.3 amaxesha ngonyaka ngonyaka, kwaye BYD phakathi ephambili ukuthengiswa kwezixhobo amandla entsha isithuthi kumazwe amaninzi kunye nemimandla.
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 odlulileyo, 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 ezibanzi zamaqela amaninzi, imboni ngokubanzi ikholelwa ukuba intengiso ye-BYD ngo-2024 iya kuqhubeka nokugcina ukukhula, kodwa ubungakanani bokunyuka kwe-increment, i-Security ye-penetingistic iyahluka. Izithuthi zemithombo yamandla amatsha ziyanda, umthamo wemveliso ukhulula ngokukhawuleza, kunye neDolphin DM-i, iNgoma L, iTeng Shi N7 / N8, Ukujonga ukuya kuthi ga kwi-U8 / U9, iLeopard 5 kunye nezinye iimoto ezintsha ziye zasungulwa kwimarike, i-BYD iyaqhubeka kumjikelo wokukhuthaza iimveliso ezintsha, ukuthengiswa kuka-2024 kulindeleke ukuba kudlule i-4 yezigidi zeyunithi kwixesha elidlulileyo leeyunithi ezi-3.
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 yokuthengisa ye-BYD kwiinyanga zakutshanje, enyanisweni, "ukususela kwisiqingatha sesibini sonyaka ophelileyo, ukukhula kwasekhaya kwe-BYD kuye kwaba nzima kakhulu."Njengoko ubona, i-BYD ye-2023 ekujoliswe kuyo yokuthengisa ye-3 yezigidi zezithuthi ayizange ifike kwinyanga edlulileyo, kwaye iphelile kunye ne-20,000 yokuthengisa ekujoliswe kuyo kwi-20 ye-20 ye-2000 ye-20000 yokuthengisa kwi-20. amaxabiso ahlengahlengiswa rhoqo 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 lwesibini lwe-Ocean kunye ne-Dynasty, abahlalutyi kwi-Gaius Automotive Research Institute bakholelwa ukuba imodeli ekhoyo ye-BYD ekhoyo eqhumayo efana ne-Qin, Ingoma, njl. imarike yasekhaya, kulindeleke ukuba igcine inqanaba lentengiso yenyanga yangoku okanye ukuhla kancinci, akusenakukwazi ukubonelela ngokunyuka kakhulu kwi-brand.Ngokujonga uphawu, ukunikezelwa kwexabiso 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 lokunyuswa kwebrand kunye nenzuzo yomda wokunyusa inzuzo. Ngokusekwe kwisiseko esikhulu sentengiso yezithuthi ezizigidi ezi-3 kulo nyaka uphelileyo, ukukhula kwentengiso ye-BYD kulo nyaka kunzima ukuphinda kuvelise 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 yangoku yangoku yasekhaya imithombo yamandla okuthengiswa kwezithuthi kunye nesabelo semarike yeenkampani ezinkulu zeemoto zasekhaya, i-BYD iseyinkokeli, indawo yayo ehamba phambili iya kuba nzima ukuyishukumisa kwixesha elifutshane.Ngokutsho kwe-China Association of Automobile Manufacturers, i-BYD iyodwa yenza i-35 yeepesenti yeentengiso zentengiso yemithombo yamandla amatsha izithuthi zabakhweli, ilandelwa yi-Tesla Motors ye-AACe 8 kuphela, i-akhawunti ye-Automobile ye-AEON kuphela, i-AEmo ye-8 yeepesenti. kunye ne-SAIC-GM-Wuling, eyi-akhawunti kuphela malunga neepesenti ze-6. Kodwa ukholelwa ukuba i-BYD kumacandelo ahlukeneyo emarike kunye noluhlu lwamaxabiso ahlukeneyo luxinzelelo olukhulu lokhuphiswano.
Ngokomzekelo, i-100,000 ukuya kwi-150,000 ye-yuan Volkswagen iya kuba yingqwalasela ephambili yemithombo yamandla amatsha kwi-2024. I-China ye-100 ye-Electric Vehicle Council iqikelela ukuba olu luhlu lwexabiso luya kuba yindawo ephambili yokukhula kwezithuthi zemithombo yamandla amatsha kwiminyaka emibini ezayo, okulindeleke ukuba negalelo kwisithathu sokunyuka. 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. Ngelo xesha, iimpawu ezindala ezifana ne-Ian kunye ne-Deep Blue nazo zikhawuleza ukuqaliswa kwezithuthi ezintsha ukudibanisa okanye ukwandisa isabelo sabo semarike kule nxalenye yemarike.Iinkampani zemoto ezikhankanywe ngasentla azigcini nje ngokutyhala ngokukhawuleza, kodwa zibandakanya iindlela ezahlukeneyo zobugcisa 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