Nkuko isi ikenera ubwikorezi burambye ikomeje kwiyongera ,.imodoka nshya y'ingufu (NEV) inganda zirimo gutangiza a
impinduramatwara mu ikoranabuhanga. Iterambere ryihuse ryubuhanga bwo gutwara ibinyabiziga ryabaye imbaraga zingenzi zo guhindura iyi mpinduka. Vuba aha, Smart Car ETF (159889) yazamutseho hejuru ya 1.4%. Abasesenguzi b'ibigo bemeza ko iterambere rikomeje ry'ikoranabuhanga ryo gutwara ibinyabiziga ritanga amahirwe mashya ku isoko.
Iterambere muri L4 gutwara yigenga
Ku ya 23 Kamena 2025, Amakuru ya CCTV yatangaje ku gisekuru gishya cya sisitemu yo gutwara ibinyabiziga ifite ubwenge yashyizwe ahagaragara n’imodoka zikomeye zo mu gihugu. Binyuze mu byuma byinshi-sensor fusion hamwe na AI algorithm yogukoresha, sisitemu yageze kuri L4 yigenga yimikorere yo gutwara ibinyabiziga mumihanda yo mumijyi. Itangizwa ryubu buhanga ryerekana ko tekinoroji yubushoferi ifite ubwenge yimukiye murwego rwo hejuru, kandi irashobora gutwara ubwigenge mubidukikije bigoye mumijyi, bitezimbere cyane umutekano wo gutwara no korohereza.
CITIC Securities yerekanye ko L4 inganda zigenga zitwara abagenzi zatangijwe vuba aha. Ku ya 22 Kamena, Tesla yatangije serivisi ya FSD (ibinyabiziga byigenga byigenga) Robotaxi yo kugerageza muri Amerika, ikomeza guteza imbere ubucuruzi bw’ikoranabuhanga ryo gutwara ibinyabiziga. Uku kwimuka kwa Tesla ntikwerekanye gusa imbaraga za tekiniki mu bijyanye no gutwara ibinyabiziga byigenga, ahubwo byatanze icyitegererezo ku yandi masosiyete y’imodoka yakwigiraho.
Usibye Tesla, abakora amamodoka menshi yo mu gihugu ndetse n’amahanga nabo bahora bashya mu buhanga bwo gutwara ibinyabiziga. Kurugero, sisitemu ya Pilote ya NIO yatangijwe na NIO ikomatanya amakarita yuzuye neza hamwe na tekinoroji ya sensor ya fusion kugirango igere ku gutwara ibinyabiziga byigenga mumihanda no mumihanda. NIO nayo ihora itezimbere algorithms zayo kugirango yongere umuvuduko wa sisitemu n'umutekano.
Byongeye kandi, porogaramu yigenga yo gutwara ibinyabiziga ya Apollo yateguwe na Baidu na Geely yageragejwe mu mijyi myinshi, ikubiyemo imirimo yo mu rwego rwa L4 yigenga. Binyuze mu bidukikije byafunguye, urubuga rwakuruye abafatanyabikorwa benshi kugira ngo bafatanyirize hamwe iterambere ry’ikoranabuhanga rifite ubwenge.
Ku isoko mpuzamahanga, Waymo, nk'intangarugero mu bijyanye no gutwara ibinyabiziga byigenga, yatangije serivisi za tagisi zitagira shoferi mu mijyi myinshi yo muri Amerika. Gukura n'umutekano by'ikoranabuhanga ryayo byamenyekanye cyane ku isoko kandi byabaye igipimo mu nganda.
Amahirwe y'Inganda n'amahirwe yo kwisoko
Mugihe tekinoroji yo gutwara ibinyabiziga ifite ubwenge ikomeje gukura, inganda zose zimodoka zingufu nazo zirimo guhinduka cyane. CITIC Securities yizera ko urwego rwa robo (iterambere mu ikoranabuhanga) hamwe n’ibizunguruka bishya bikiri umurongo w’ishoramari mu rwego rw’imodoka. Imodoka nshya, ibikenerwa mu gihugu n’ibicuruzwa byoherezwa mu mahanga bigize ubwiyongere bw'imiterere kandi byanze bikunze.
Nubwo imyumvire yisoko yagize ingaruka kumyidagaduro yigihembwe cya OEM mugihe cyambere, amabwiriza ya terefone yagaruwe vuba aha, kandi inganda ziracyafite umwanya wo gukira. Ku bijyanye n’imodoka zitwara abagenzi, nubwo amakuru yo kugurisha itumanaho mu gihembwe kitari cyiza, amabwiriza y’amasosiyete y’imodoka yagarutse nyuma yo kuzamurwa mu ntera, kandi hagaragajwe guhangana n’isoko ry’ibicuruzwa byo mu rwego rwo hejuru byo mu rwego rwo hejuru. Mu rwego rw’imodoka z’ubucuruzi, kugurisha byinshi mu makamyo aremereye muri Gicurasi byiyongereyeho 14% umwaka ushize. Ishyirwa mu bikorwa rya politiki y’inkunga ryazamuye icyifuzo cy’imbere mu gihugu. Ufatanije n’ibyoherezwa mu mahanga bihamye, biteganijwe ko iterambere ry’inganda rizakomeza kwiyongera.
Imodoka nziza ya ETF Imikorere
Smart Car ETF ikurikirana urutonde rwa CS Smart Car Index, yakozwe na China Securities Index Co., Ltd ikanahitamo impapuro zashyizwe ku rutonde mu bijyanye no gutwara ibinyabiziga bifite ubwenge ndetse na interineti y’ibinyabiziga biva mu masoko ya Shanghai na Shenzhen nk'icyitegererezo kugira ngo bigaragaze imikorere rusange y’imigabane yashyizwe ku rutonde n’inganda zikoresha imodoka zikoresha ubwenge mu Bushinwa. Ironderero rifite ibintu byinshi byikoranabuhanga hamwe nibiranga iterambere, byibanda ku iterambere rigezweho ryinganda zimodoka zifite ubwenge.
Hamwe nogukomeza guhindagura tekinoroji yo gutwara ibinyabiziga, isoko ku modoka zikoresha ubwenge zizakomeza kwiyongera. Abashoramari bitaye ku modoka zifite ubwenge ETFs nazo ziragenda ziyongera, byerekana icyizere ku isoko muri uru rwego.
Guhora udushya mu ikoranabuhanga rishya ry’ingufu, cyane cyane intambwe mu bijyanye no gutwara ibinyabiziga bifite ubwenge, rivugurura inganda zose z’imodoka. Hamwe nimikorere igaragara hamwe nubushakashatsi bwikoranabuhanga hamwe niterambere ryabakora ibinyabiziga bikomeye, uburyo bwurugendo ruzaza buzarushaho kugira ubwenge, umutekano kandi neza. Kwamamara kwimodoka zifite ubwenge ntabwo bizahindura uburyo bwurugendo rwabantu gusa, ahubwo bizanashyira imbaraga mubuzima bwiterambere. Dufite impamvu zo kwizera ko ibihe bishya byo gutwara ubwenge byageze kandi ejo hazaza hazaba heza.
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Igihe cyo kohereza: Jul-01-2025