Ejo, icyifuzo cyasohotse urutonde rwicyumweru cyicyumweru cya gatatu cya 2024 (15 Mutarama kugeza ku ya 21 Mutarama) nkuko byari bimeze. Hamwe ninyungu nkeya miliyoni 0.03, yagaruye umwanya wambere muri Wenjie.
Icyiza kiziba igitaramo muri 2023 cyamenyereye gutsinda. Ukuboza 2023, ibicuruzwa byiza buri kwezi byarenze imodoka 50.000, zishyiraho amateka. Igurishwa ryose muri 2023 rizagera ku modoka 376.000, hafi kabiri umwaka ushize. Byahindutse imbaraga nshya zo kwambuka ikimenyetso cyumwaka cyimodoka 300.000 nimbaraga nshya zunguka ubungubu.
Kugeza icyumweru cya mbere cyuyu mwaka, ubwo Li Auto Auto yasohoye urutonde, kugurisha buri cyumweru byagabanutseho 15.800 bivuye mu cyumweru gishize kugeza mu mezi atandatu. Kurundi ruhande, wenjie yarenze icyambere bwa mbere hamwe namanota 5.900.
Mu cyumweru cya kabiri cy'uyu mwaka, Wenjie yakomeje kugera ku rutonde rw'ibinyabiziga bishya bya buri cyumweru bigurishwa buri cyumweru hamwe n'igipimo cy'ibicuruzwa 6.800, mu gihe cyiza cyashyizweho n'igice cy'ibicuruzwa 6.800.
Umuvuduko uhuye numunsi wambere wumwaka mwiza uterwa no guhuza ibintu.
Ku ruhande rumwe, mu Kuboza umwaka ushize, kugirango ugere ku cyiciro cyo gutanga ibicuruzwa bya buri kwezi birenga 50.000, byiza byakoze cyane kuri politiki ya terntinal. Mugihe yaruhura inyandiko zayo, nayo yananiwe abakoresha amategeko mu ntoki.
Ku rundi ruhande, imbogamizi y'ibidukikije biri imbere kandi izagira ingaruka runaka ku kugurisha amafaranga. Icyitegererezo bitatu cyingero zagutse l series L9 \ L8 \ L7 izakira ivugururwa igezweho, kandi icyitegererezo cya 2024 kizasohoka kumugaragaro kandi cyatanzwe muri Werurwe. Blogger yimodoka yagaragaje ko isake nziza yicyitegererezo cya 2024 idateganijwe gukoresha umushahara wa 8295 Chip, hamwe nurwego rwamashanyarazi narwo ruzaba rwiza. Bamwe mu baguzi bafite ibiceri bategereje kugura.
Ibidashobora kwirengagizwa ni Xinwenjie M7 na M9, bihakana umutwe-ku-berekeza icyitegererezo cyingenzi. Vuba aha, yu chengdong yashyizwe kuri weibo amezi ane nyuma yo kurekura M7 nshya ya Wenjie, umubare wiminota warenze 130.000. Amabwiriza agezweho yashyize ubushobozi bwa Kuro ku bushobozi bwuzuye, kandi ubu ubushobozi bwumusaruro wa buri cyumweru no gutanga umusaruro ni bumwe. Nubushobozi bwumusaruro buhoro buhoro, imibare yo kugurisha izakomeza kuzamuka.
Kugirango ushishikarize kugurisha, lideal aherutse gutangiza politiki ikomeye ya progaramu ikomeye kuruta Ukuboza nyuma. Kugabanya ibiciro bitandukanye na verisiyo zitandukanye za L7, L8 na L9 na L9 na L9 na LUANT YUAN 19000 kugeza 36.000 Yuan, bikaba bigabanuka cyane kuva umwaka utangira. Kimwe mu bicuruzwa binini by'imodoka.
Mbere yo gufata ifasi nshya, nibyiza gukoresha kugabanya ibiciro kugirango ugarure ipere yatakaye vuba bishoboka.
Biragaragara, nyuma y '"Roller Coaster" Icyumweru gishize, cyiza cyasanze ko atari byoroshye "kwirinda impande za huawei". Ibikurikira ni umutwe udashobora kwihana.
01
Huawei ntishobora kwirindwa
Ibisobanuro byukuri ibisobanuro nintangiriro yerekana ibitekerezo byatsinze mugice cya mbere. Ibi bitanga ibyiza amahirwe yo kwiyongera kumuvuduko uteye ubwoba kandi ufungwe hamwe nabataziguye bakuze murwego rwubuyobozi mubijyanye no kugurisha imikorere. Ariko icyarimwe, ibi bivuze kandi ko icyifuzo kigomba guhura numubare munini wigana no guhatana mu bihe bimwe na bimwe.
Kugeza ubu, li auto afite moderi eshatu zigurishwa, aribyo lili l9 (squard esheshatu hagati yintama 400.000), na L8 (SUV yintebe itandatu), na L7 (400.000 hagati yintama 400.000 na RMB 400.000).
Wenjie nawe afite moderi eshatu zigurishwa, M5 (250.000-amanota yo hejuru SUV), M7 Nshya (300.000-icyiciro cya gatanu
2022 Wenjie M7, ihagaze kurwego rumwe nkicyiza, ikora neza yumva icyifuzo cya nyuma cyanyuma cyanyuma. Muri rusange, 2022 Wenjie M7 hamwe nimwe nziza ziri murwego rumwe, ariko ibyambere bifite igiciro kinini. Ugereranije nigiciro cyicyiza, uruziga rwinyuma rwa 2022 Wenjie M7 ihendutse kandi hejuru. Imbaraga za verisiyo nibyiza. Hariho na TV nyinshi z'amabara, firigo hamwe na sofa nini. Umukunzi wa Huawei uhujwe na School, sisitemu yo gucunga ubushyuhe hamwe nizindi nyungu za tekiniki ziyongera kubicuruzwa.
Munsi ya "Ibiciro-bifatika", kugurisha icyifuzo cyatangiye guhindagura mu kwezi igihe 2022 Wenjie M7 yatangijwe, kandi byabaye ngombwa ko bahagarika umusaruro hakiri kare. Hamwe nibi, hari kandi urukurikirane rwibiciro nkabatanga kwishyura igihombo cya miliyari zirenga 1, gutakaza amakipe, nibindi.
Rero, hari icyorezo kirekire cya Weibo aho Li Xiang yemeye ko "yari ikimuga" na Wenjie, hamwe n'amagambo yose arira. Ati: "Twatunguwe no kubona ibibazo bibabaza duhuye nabyo mu bushakashatsi no guteza imbere ibicuruzwa, kugurisha no gutanga serivisi n'inganda, ibisabwa, n'ibindi byakemuwe mu myaka irenga icumi ishize, cyangwa hashize imyaka makumyabiri."
Mu nama y'ingamba muri Nzeri 20 Nzeri 232, abayobozi b'isosiyete bose bahuye n'amasezerano yo kwigira kuri Huawei mu buryo buzenguruka. Li Xiang ku giti cye yafashe iyambere mu gushyiraho inzira ya IPMS maze yibasira abantu bo muri Huawei kugira ngo afashe umuryango ugamije kugera ku bwihindurize.
Zou Liangjun, Visi Perezida mukuru wo kugurisha no gukora Liule, ni umuyobozi wa mbere wubahwa. Yifatanije ntabwo umwaka ushize umwaka ushize kandi ashinzwe kugurisha na serivisi, kugenzura ibicuruzwa, gutanga, serivisi no kwishyuza umuyoboro.
Li Wenzhi wahoze ari umuyobozi w'ishami rishinzwe imiyoborere ya Huawei ku isi ya Huawei, nanone yifatanije na Li mumodoka umwaka wa CFO, ishinzwe inzira ya CFO, ishinzwe inzira ya Li Cato, hamwe n'ivugurura ryamafaranga. Li Wenzhi yakoreye Huawei mu myaka 18 ishize, yari ashinzwe kugurisha amasoko yo mu rugo ndetse no hanze mu gihugu, kandi imyaka ibiri ishize yari ashinzwe imirimo y'abakozi.
Xie Yan, wahoze ari Visi Perezida w'ishami ry'abaguzi ba Huawei ba Shoto ya Porogaramu ya Huawei n'umuyobozi w'ishami rishinzwe ishami rya terminal, bifatanije Li Auto nka CTO umwaka mbere yanyuma. Yashinzwe ahanini no guteza imbere gushyira mu bikorwa chipi yo kwishyira hamwe, harimo na Li Imodoka yateguwe no kubara amashanyarazi. Ashinzwe kandi komite ishinzwe tekinike ya AI yashizweho neza.
Ku rugero runaka, mbere yo kuzamuka kwa Wenjie, biratangaje "mu nganda zikoresha imodoka, hamwe nuburyo bwo gutunganya nuburyo bwayo nuburyo bwo kurwanya no kurwara byiyongera vuba. Intsinzi ya moderi ya L yabaye akazi keza.
Ariko mu isesengura rya nyuma, Huawei ni isosiyete mu Bushinwa idashobora kwimurwa. Ibi bigaragarira cyane cyane mubwinshi bwikoranabuhanga mu rwego rw'ikoranabuhanga mu rwego rw'ikoranabuhanga mu murima wa ICT, ubugari n'imbitse bya R & D, uburambe bwo gutsinda isoko ry'isi, hamwe n'ubushobozi butagereranywa.
Intambwe yambere ya Huawei kugirango winjire mu nganda zimodoka kandi ukureho igihombo ni ugukora pigiseli-urwego rwibipimo ngenderwaho rya umuyobozi mu gice cy'isoko. Umwarimu azerekana ibibazo abanyeshuri bakoze.
M7 nshya ya M7 igamije l7, kuyikoresha nkicyitegererezo cyibanze kugirango ukoreshe neza inyungu zayo zigenda neza. M9 nyuma ya M9, yabaye umunywanyi itaziguye muri l9. Kubijyanye n'ibipimo, birerekana "ibyo abandi badafite, mfite, kandi ibyo abandi bafite, mfite indashyikirwa"; Ku bijyanye n'ibicuruzwa ubwabyo, chassis, imbaraga, cockpit kandi yo gutwara ubwenge kandi byerekana kandi imikorere itangaje.
Kubyerekeye uko ibitekerezo byiza bireba Huawei, Li Xiang yashimangiye inshuro nyinshi ko "icyiza gikomeza imyifatire myiza mugihe uhuye na Huawei: Izi Kwiga Huawei: Kwiga 20% Kwitotomba, na 0%
Iyo imbaraga zibiri zirushanwe, akenshi zihatanira amakosa ya barri. Nubwo inganda zigenda zinguka mocom, nyuma yibicuruzwa no gukora ibicuruzwa bizakomeza kuzana ukudashidikanya. Vuba aha, igipimo cyo gukura kwamabwiriza cyatinze. Ku ya 27 Ugushyingo, 2023, imodoka 100.000 M7 za Wenjie M7 zaciwe; Ku ya 26 Ukuboza 2023, imodoka 120.000 M7 za Wenjie zategetse; Ku ya 20 Mutarama 2024, ibinyabiziga 130.000 M7 byateganijwe. Ibicuruzwa byamabwiriza byahise bikabije abaguzi 'bategereza-kandi babona umwuka. Cyane cyane mbere yumwaka mushya, abaguzi benshi bashaka gufata imodoka zabo bakayajyana murugo umwaka mushya. Abakoresha bamwe bavuze ko byasezeranijwe gutangwa mubyumweru 4-6, ariko ubu abantu benshi ntibavuze imodoka zirenga 12. Bamwe mu bakoresha bavuze ko ubu bifata ibyumweru 6-8 gufata imodoka kuri verisiyo isanzwe, mugihe bifata amezi 3 kuri verisiyo yo hejuru.
Hariho ibibazo byinshi byingabo nshya zabuze ku isoko kubera ibibazo byumusaruro. Nio et5, xpeng g9, na ngwan yimbitse yubururu Sl03 yose barwaye ibibazo byo gutanga, kandi kugurisha kwabo byahindutse bivuye gukonje.
Intambara yo kugurisha ni ikizamini cyuzuye cyikirango, imitunganyirize, ibicuruzwa, kugurisha, urunigi rwitanga, no gutanga igitekerezo cyiza kandi cya huawei icyarimwe. Ikosa iryo ari ryo ryose rishobora gutuma umuntu ahinduka mu buryo butunguranye.
02
Agace keza keza, nta gusubira inyuma
Kubitekerezo, nubwo bashobora kwihanganira urugamba nisi, 2024 bazakomeza kuba bamerewe nibibazo. Uburyo bwagaragaye neza ku isoko mugice cya mbere birashobora rwose gukomeza, ariko ntibishobora kwigana intsinzi itaha muri Arena nshya. Muyandi magambo, ibi ntibihagije.
Kumyaka 2024, li auto yashyizeho igitego cyo kugurisha buri mwaka cyimodoka 800.000. Nk'uko byatangajwe na Zou Liangjun, Visi Perezida wa Li auto, isoko nyamukuru igabanijwemo ibice bitatu:
Ubwa mbere, L7 / L8 / L9 / L9 yo kugurisha ufite igiciro kirenga 300.000, kandi intego ni imiti 400.000 muri 2024;
Iya kabiri nicyitegererezo gishya cyiza L6, gihagaze kumanota atarenze 300.000. Bizatangizwa muri Mata kandi bizahangana no kugurisha buri kwezi ibice 30.000 kandi biteganijwe ko bizagera ku bice 270.000;
Iya gatatu ni amashanyarazi meza M MPV Myga, azatangizwa ku mugaragaro kandi atangwa muri Werurwe uyu mwaka. Bizahangana nigitekerezo cyo kugurisha buri kwezi ibice 8000 kandi biteganijwe ko uzagurisha ibice 80.000. Imodoka eshatu zose uko ari 750.000, kandi imodoka 50.000 zisigaye zizaterwa na voltage yamashanyarazi atatu meza kose azatangiza igice cya kabiri cyumwaka.
Kwagura ibicuruzwa Matrix bizana amahirwe nibibazo. Mu isoko rya MPG ko Mega ari hafi kwinjira, abanywanyi nka Xpeng X9, Byd Denza D9, Jikrypton 009, kandi urukuta runini rwa Weipai ruzengurutse abanzi. Cyane cyane xpeng x9, niyocyitegererezo cyonyine mubikorwa byayo biza gipimo hamwe ninzitizi yinyuma hamwe nisoko ryimikino ibiri. Hamwe nigiciro cya 350.000-5.000.000.000 Yuan, birahenze cyane. Ibinyuranye, niba Mega yagizwe Yuan kurenza 500.000 irashobora kwishyurwa kumasoko aracyakwiye kugenzurwa.
Kwinjira ku isoko ry'amashanyarazi nabyo bivuze ko byiza bizagomba guhatanira imitwe hamwe na tesla, xpeng, na nio. Ibi bivuze ko icyifuzo kigomba gushora imari muri tekinoroji yibanze nka bateri, ubwenge, nubukungu bwingufu. Cyane cyane kubiciro byibicuruzwa byingenzi byibicuruzwa, ishoramari muburambe bwo kuzura imbaraga ni ngombwa.
Kugurisha byombi hamwe nibinyabiziga by'amashanyarazi byera bizaba ari ikibazo gishya kubushobozi bwiza bwo kugurisha. Byihindagurika, imirasire y'ubwihindurize igomba gukorwa hashingiwe ku kugenzura amafaranga no kugaburira neza kugurisha bitaziguye.
Kwifashisha umutungo wakusanyirijwe mu ntsinzi mugice cya mbere, cyiza kizatangira kwihutisha imiterere yacyo muri 2024. Kunoza imikorere no gukora amakosa nicyo cyibanze cyicyiza muri uyu mwaka.
Ku bijyanye n'ubwenge, mu gihe cya kane cy'umwaka wa gatatu w'ibisubizo, Li Imodoka Perezida na Engineer Ma Donghui, yavuze ko Li auto azayobora "igitego cy'ubwenge". Kugeza 2025, ingano ya Li Caup En Auto iteganijwe gutwara R & D iteganijwe kwiyongera kubantu 900. Yaguye abantu barenga 2500.
Kugirango bahangane nigitutu cya Huawei kwagura ububiko bwayo, icyiza nacyo cyongera ishoramari mumiyoboro. Muri 2024, umuyoboro wo kugurisha utanga isoko uzakomeza kwaguka mu mijyi ya gatatu ya gatatu. Biteganijwe ko uzagera ku mijyi yuzuye yimijyi ya gatatu-ya gatatu irangiye, hamwe nigipimo cyo gukwirakwiza kirenga 70% mumijyi ya kane. Mugihe kimwe, Li Imodoka iteganya gukingura amaduka 800 mu mpera zuyu mwaka kugirango bashyigikire igitego cyayo cyo kugurisha buri mwaka cyimodoka 800.000.
Mubyukuri, gutakaza kugurisha mubyumweru bibiri byambere ntabwo byanze bikunze ikintu kibi cyiza. Ku rugero runaka, huawei ni uwo muhanganye neza cyane kandi urwana. Niba dutegereje nitonze, dushobora kubona ibimenyetso nkibi mubijyanye na poropagande caliber hamwe nuburyo bwiza.
Urebye inganda zose zimodoka, nimwe mubijyanye no kungurana ibitekerezo bike kuba muri bake gusa uzagira amahirwe yo kubaho. Ubushobozi bwa Huawei mu nganda zimodoka ntirarekurwa rwose, kandi abanywanyi bose bamaze kumva igitutu kidafite umwuka. Kubasha guhatana no kugereranya nabatavuga rumwe nuburyo bwiza bwo gushiraho umwanya kumasoko. Igikenewe ubutaha ni izuba gong kubaka umujyi mushya.
Mu marushanwa akaze, byiza kandi huawei bagomba kwerekana amakarita yabo. Nta mukinnyi ushobora kwicara ngo urebe urugamba hagati yingwe ningwe. Kunganda zose zimodoka, icyerekezo kitoroshye ni uko abantu bake bavuga "wei xiaoli". Ibibazo n'ibitekerezo bigize imiterere ibiri, umutwe wihutisha gutandukanya, ingaruka za Matayo zigenda ziyongera, kandi hazarushaho guhatanira, no guhatana bizarushaho gukaza. Ibyo bigo biri munsi yurutonde rwo kugurisha, cyangwa ntabwo ari kurutonde, ruzagira ikibazo kitoroshye.
Igihe cyohereza: Jan-26-2024