2024 isoko ryimodoka, uzwi nkumukinnyi ukomeye kandi utoroshye.Igisubizo kiragaragara - BYD.Igihe kimwe, BYD yari umuyoboke gusa.Ubwiyongere bw'imodoka nshya zikoresha ingufu mu Bushinwa, BYD yaboneyeho umwanya wo gutwara umuraba. Imodoka ya lisansi yiganjemo ibihe, kugurisha kwa buri mwaka BYD ntabwo byinjiye muri club irenga miliyoni.Mu gihe gishya cy’ingufu, nyuma yo guhagarika burundu kugurisha ibinyabiziga bya peteroli, BYD yikubye kabiri igurishwa ryayo kuva ku bihumbi 700 kugeza kuri miliyoni 1.86 mu mwaka umwe gusa.Muri 2023, igurishwa rya BYD ryazamutse rigera kuri miliyoni 3, kandi biteganijwe ko inyungu zishobora kurenga miliyari 30. kugurisha imodoka.Ikigaragara ni uko umusaruro wa BYD mushya w’ingufu n’isoko ryinjira mu cyiciro gishya, mu gihe gito ntawe ushobora guhuza. "Nigute dushobora gutsinda BYD?"Byakagombye kuba ikintu buri munywanyi agomba gutekereza.Noneho, muri 2024, BYD yihuta yiterambere ryihuse rirambye?Isoko riracyahagaze neza?Ni abahe bahanganye bazatera?
Iterambere rya BYD rizava he muri 2024?
Niba isosiyete yimodoka ishaka gukomeza gutera imbere mubicuruzwa, igomba kuba ifite ibicuruzwa bya Ivy kugirango ihindure icyapa fatizo, kandi igomba gukomeza gusunika ibishya no gukora ibintu bishya.Abasesenguzi b'ikigo cy’imodoka cya Gaishi bemeza ko kugurisha kwa BYD muri uyu mwaka, ishingiro ry’ibicuruzwa byiyongera cyane cyane biva muriEquation leopardBrand, Ingoma n’inyanja ibyiciro bibiri byerekana uburyo bushya ndetse n’iterambere ryihuse ry’isoko ryohereza ibicuruzwa hanze.
Nkuko twese tubizi, ingoma ninyanja ibyiciro bibiri, ninkingi yuzuye yo kugurisha BYD.Mu 2023, inyanja y’inyanja yagabye igitero gikomeye, itangiza imodoka nshya zitandukanye nka Dolphin na Seagull, zagabanije igiciro cy’imodoka y’amashanyarazi meza ya BYD igera munsi y’amafaranga 80.000 kandi yongera kubaka isoko ry’ibihumbi 100, bikomeza kunyaga umugabane uhuriweho ibinyabiziga bikomoka kuri peteroli ku giciro kimwe hamwe na SAIC, GM, Wuling nibindi bicuruzwa.Reba urukurikirane rw'ingoma, ibicuruzwa Huanxin azamura verisiyo ya nyampinga, mubyukuri, ni uburyo bwihishe bwo gufungura uburyo bwo kugabanya ibiciro (bishingiye kuri igiciro cyibiciro byiza, bigatuma ibicuruzwa bigurishwa bihendutse).Kurugero, mu ntangiriro zumwaka ushize, verisiyo ya nyampinga wa Qing PLUS DMi, igiciro cyamanutse kugera ku 100.000.Iyi ni BYD kugeza 1 00000 - 2 00000 yuan ikimenyetso cyisoko rya Volkswagen gutangaza intambara.
Urebye ibisubizo byagurishijwe, ingamba zingoma ningoma yinyanja ntagushidikanya.Mu 2023, igurishwa hamwe ryuruhererekane rwombi ryageze kuri 2.877.400, byiyongeraho 55.3% umwaka ushize.
Muri byo, Seagulls, Qing PLUS, Yuan nizindi moderi zagurishijwe zishyushye zagurishije ibice birenga ibihumbi 30 cyangwa ndetse n’ibicuruzwa byinshi, ndetse nubwoko butandukanye nka Han, Han, Don, Indirimbo nizindi zihamye mubice birenga 10,000.Ikigaragara ni uko ugereranije nandi masosiyete yimodoka, moderi zirenga 10 za plaque "iturika" ihamye.Ku bijyanye no kwiyongera, ishami ry’ishami ry’ubushakashatsi bw’imodoka rya Geist ryatangaje ko imiterere mishya nka Song L na Sea Ntare izaba imbaraga nyamukuru mu kuzamura ibicuruzwa by’uruhererekane rw’uyu mwaka.
Ikirangantego gishya cyitwa Equation Leopard, cyasohotse muri Kanama umwaka ushize, biteganijwe kandi ko kizatangira kwiyongera vuba muri uyu mwaka.Ikigereranyo cy'ingwe ni ikirango cya kane cyatangijwe na BYD, gishyiraho ibice byihariye byubuhanga.Mu Gushyingo muri uwo mwaka, umunyamideli wa mbere Leopard 5 yashyizwe ku rutonde, igurwa 289.800 kugeza 352.800, kandi yaratanzwe.
Hamwe n’ibiciro bifatika, kwemeza ibicuruzwa bikomeye, kandi bikarenga ku kuzamuka kw’abakoresha ku binyabiziga bitari mu muhanda, igurishwa rya Equation Leopard 5 ryarenze ibice 5.000 mu kwezi kwa mbere kwuzuye, gutsinda urugamba rwa mbere, kandi biteganijwe ko uyu mwaka kugurisha biteganijwe ko bizakomeza.Iyongeyeho, isoko ryohereza ibicuruzwa hanze naryo rizaba izindi mbaraga mukuzamura ibicuruzwa kwa BYD.Umwaka wa 2023 ni umwaka wa BYD yisi yose.Umuyobozi wa BYD, Wang Chuanfu yigeze kuvuga ati: "Intego yibanze mu 2023 ni isi yose, BYD yanyuze mu byoherezwa mu mahanga n’umusaruro w’ibanze inzira ebyiri zo guteza imbere ingamba z’isi." Imyaka ibiri gusa, ubucuruzi bw’imodoka zitwara abagenzi BYD bwinjiye mu Buyapani, Ubudage, Ositaraliya, Burezili, Leta zunze ubumwe z'Abarabu, ibihugu n'uturere bigera kuri 60. Hamwe n'imbaraga zikomeye n'ibicuruzwa bigaragara (kuva mu 2022 kugurisha kuruta FAW-Volkswagen, kugurisha kwa BYD mu mahanga biriyongera cyane, bigera ku bice 240.000 muri 2023, byiyongera inshuro 3.3 ku mwaka, na BYD iri mubambere mubikoresho bishya byingufu zigurisha ibinyabiziga mubihugu byinshi nakarere.
Uyu mwaka, BYD ikomeje kwihutisha umuvuduko wo gufungura amasoko yo hanze.Uruganda rwa BYD muri Tayilande ruzatangira gukora no gutanga umusaruro, ruherereye mu Burayi mu ruganda rwa Hongiriya, Amerika y'Epfo, uruganda rwa Burezili narwo ruzatangira kubaka.Ibi birerekana ko BYD igenda buhoro buhoro ibicuruzwa byoherezwa mu mahanga bishingiye ku bicuruzwa bishingiye ku bicuruzwa.Harangiye inganda n’umusaruro mu mahanga, BYD izakomeza kugabanya ibiciro, izamura irushanwa ry’ibicuruzwa ku isoko ryaho. Biteganijwe ko kugurisha kwa BYD mu mahanga kurenga imodoka ibihumbi 500 muri uyu mwaka, bikikuba kabiri ugereranyije n’umwaka ushize, abasesengura ikigo cya Gaia Automotive Research Institute bateganya .
Ese iterambere rizatinda muri uyu mwaka?
Hashingiwe ku kuzamuka kwagurishijwe muri rusange kwingufu nshya hamwe na BYD yihitiyemo iterambere ryiterambere, BYD umwaka ushize kugirango irangize intego yo kugurisha miliyoni 3, biteganijwe muruganda.BYD ntiratangaza intego yo kugurisha muri 2024. Icyakora, ukurikije uko BYD igurishwa muri iki gihe n’igipimo cy’iterambere, ibigo byinshi byahanuye ko bizagurishwa n’imikorere mu 2024. Amakuru yuzuye y’amashyaka menshi, inganda muri rusange zemeza ko kugurisha BYD mu 2024 izakomeza gukomeza iterambere, ariko ingano yo kwiyongera iratandukanye.Shengang Securities ifite icyizere, iteganya ko hamwe no kwinjira mu binyabiziga bishya by’ingufu byiyongera, ubushobozi bw’umusaruro bukarekurwa vuba, na Dolphin DM-i, Indirimbo L, Teng Shi N7 / N8, Urebye kuri U8 / U9, Ingwe 5 nizindi modoka nshya zatangijwe ku isoko, BYD ikomeje mu rwego rwo kuzamura ibicuruzwa bishya, biteganijwe ko kugurisha 2024 bizarenga miliyoni 4, kwiyongera kurenga 30% hejuru gihe kimwe umwaka ushize.
Ikigo cy’ubushakashatsi cy’imodoka cya Gaishi kirushijeho kugira amakenga, biteganijwe ko mu 2024 kizagurishwa miliyoni 3.4 kugeza kuri miliyoni 3,5 cyangwa hafi yacyo, bikiyongera hafi 15%, "ibi birimo no kugurisha ibyoherezwa mu mahanga."Abasesenguzi bagaragaje ko ibyo bishingiye ku bikorwa byagurishijwe na BYD mu mezi ashize, mu byukuri, "guhera mu gice cya kabiri cy’umwaka ushize, ubukungu bw’imbere mu gihugu bwaragabanutse cyane." Nkuko mubibona, intego ya BYD yo mu 2023 yagurishije imodoka miliyoni 3 yari bitagerwaho kugeza ukwezi gushize, bikarangirana nizindi modoka 20.000. Kugirango tugere ku ntego yo kugurisha yashyizweho muri 2023, BYD yakunze guhindura ibiciro mugice cya kabiri cyumwaka.Ariko, uhereye kubintu byagurishijwe, nta terambere ryinshi rihari.Amakuru yo kugurisha yanyuma yerekana ko kuva muri Kamena kugeza Ugushyingo, ubwishingizi bwa terminal ya BYD burahagaze neza, buhagaze kumodoka zigera ku 230.Umusesenguzi yagize ati: "Ibi birerekana ko kuzamura ibiciro byagabanije gusa kugurisha ibicuruzwa, ariko ntabwo byazanye iterambere rikomeye."
BYD, hagati aho, ihura nigitutu cyo hejuru.Ingaruka zabanywanyi nkisi yibaza, imikorere yisoko rya Biadihan bigaragara ko idakomeye.Mu 2023, Urutonde rwa Han rwuzuye imodoka ibihumbi 228, ziva ku bihumbi 270 mu mwaka ushize.Isoko ryakozwe na N7 na N8 nibindi bicuruzwa byashyizwe ku rutonde na Teng Potential nabyo ntibiri munsi y’uko byari byitezwe, kandi buri kwezi impuzandengo yo kugurisha igera ku modoka 1.000, iracyashyigikirwa na D9.Ku byiciro bibiri by’inyanja n’ingoma, abasesenguzi ba Gaius Automotive Research Ikigo cyemera ko BYD isanzwe yibintu biturika nka Qin, Indirimbo, Han, Yuan, inyanja, nibindi, imikorere yuyu mwaka ku isoko ryimbere mu gihugu, biteganijwe ko izakomeza kugurisha buri kwezi cyangwa kugabanuka gake, ntigishobora gutanga na none kwiyongera cyane kubirango.Ku bijyanye no kureba ikirango, urebye igiciro cyacyo cya miriyoni-urwego ruhagaze, ntabwo bigamije gufata amajwi.Amakuru yerekana ko mu Kuboza umwaka ushize, 1500 U8 yatanzwe mu kwezi kwa mbere.Ugereranije nintererano yo kugurisha, kureba ubufasha bwa BYD bigaragarira cyane murwego rwo kuzamura no kuzamura inyungu.Bishingiye ku kugurisha kwinshi kwimodoka miliyoni 3 umwaka ushize, kwiyongera kwa BYD muri uyumwaka biragoye kubyara umuvuduko wihuse. .Abasesenguzi b'ikigo bavuga ko inyungu za BYD mu 2024 zishobora kuba zirenga miliyari 40 z'amayero, kwiyongera kurenga miliyari 100 ugereranyije n'umwaka ushize, kwiyongera hafi 30%, ugereranije n'imyaka ibiri ishize byagabanutse cyane.
Bagoswe ku ngufu?
Ugereranije n’imbere mu gihugu ibikoresho bishya by’ingufu bigurishwa n’imigabane n’isoko ry’amasosiyete akomeye y’imodoka zo mu gihugu, BYD iracyari umuyobozi, umwanya wayo wa mbere uzagora guhungabana mu gihe gito.Nk'uko Ishyirahamwe ry’Abashinwa bakora inganda z’imodoka, BYD yonyine bingana na 35 ku ijana byo kugurisha ibicuruzwa bishya by’ingufu zitwara abagenzi, bikurikirwa na Tesla Motors China, bingana na 8% gusa, na GAC AEON, Geely Automobile na SAIC-GM-Wuling, bingana na 6% gusa. " Kugeza ubu, nta masosiyete y'imodoka mu gihe gito na mukeba wa BYD ", nk'uko bamwe mu basesenguzi babigaragaje.Ariko yizera ko BYD mubice bitandukanye byamasoko hamwe nibiciro bitandukanye nabyo ni igitutu gikomeye cyo guhatanira.
Kurugero, 100.000 kugeza 150.000 Yuan Volkswagen niyo izibandwaho cyane mumikoreshereze mishya yingufu mumwaka wa 2024. Inama y’ibinyabiziga by’amashanyarazi mu Bushinwa 100 ivuga ko iki giciro kizaba ahantu h’ingenzi mu kuzamura ibinyabiziga bishya by’ingufu mu myaka ibiri iri imbere, aribyo biteganijwe ko uzatanga kimwe cya gatatu cyiyongera.Ibi bivuze kandi ko amarushanwa muri iri soko azarushaho gukaza umurego.Mu byukuri, mu 2023, amasosiyete menshi yimodoka yatangiye guhatira isoko rya Volkswagen, ibicuruzwa bishya cyangwa ibicuruzwa bihora bishisha.Abinjira bashya barimo urukurikirane rwa Chery Fengyun, Geely GalaxySeries, Urutonde rwa Changan Kaiyuan nabandi bahanganye bakomeye.Muri icyo gihe, ibirango bishaje nka Ian na Deep Blue nabyo byihutisha itangizwa ry’imodoka nshya zo gushimangira cyangwa kwagura umugabane w’isoko muri iki gice cy’isoko. Amasosiyete y’imodoka yavuzwe haruguru ntabwo yihuta gusa, ahubwo anakubiyemo ibintu bitandukanye. inzira ya tekiniki nka plug-in hybrid, intera yagutse, n'amashanyarazi meza.Munsi yinyuma yitsinda, ibirango byinshi bishya cyangwa moderi nshya bifite irushanwa rikomeye ryisoko.Kurugero, urukurikirane rwa Geely Galaxy rwasohoye igice cyumwaka, igurishwa rya buri kwezi rihagaze neza kurenza ibihumbi icumi.Ibirango bigomba gufata umugabane wa BYD mu bice bijyanye n’isoko, nk’uko abasesengura ikigo cy’ubushakashatsi bw’imodoka cya Gaishi kibitangaza. Ku isoko ryo mu rwego rwo hejuru ry’amafaranga arenga ibihumbi 250, BYD ntabwo yoroshye nkuko byatekerezwaga.Igabanuka ryigurishwa ryuruhererekane rwa Han hamwe nimikorere mibi ya N7 / N8 irashobora kugaragara.Ibinyuranye, M7 nshya yatumije ibirenga ibihumbi 120 naho M9 nshya yatumije 30.000.Igiteranyo cyo kugurisha buri kwezi cyiza cya L cyacitsemo ibice 40000. Umwanya wa mbere wa Tengshi D9 mumasoko yo mu rwego rwo hejuru MPV isoko rishya ryingufu zishobora kuba bigoye kubungabunga igihe kirekire.Hamwe na verisiyo ya Buick GL8 igiye gushyirwa ku rutonde no gutangwa, kandi imbaraga za Wei Brand Mountain, Moderi ntoya ya Pengs X9 yinjiye mu marushanwa, umwanya w’isoko cyangwa izagerwaho. Ingwe nayo iri mu gitutu cyo guhatanira.Kugeza ubu, ikirango cyigenga ni isoko ryimodoka zishyushye.IRui Consulting yavuze ko hamwe n’imihindagurikire y’ibikenerwa n’abaguzi, isoko rya SUV, cyane cyane "urumuri rwambukiranya imipaka SUV ku cyerekezo nyamukuru."Dukurikije imibare y’ibice bya Gaeshi Automobile, ibicuruzwa birenga 10 byambukiranya imipaka ya SUV bizinjira ku isoko mu 2023. Ikirenze ibyo, hari ibirango bya tank byateje imbere iki gice cy’isoko.Ababikurikiranira hafi bakora imirimo yo guhindura umuhanda, bavuga ko ikirango cya tank gikunzwe cyane n’abakoresha ibinyabiziga bitari mu muhanda, "abakoresha benshi bagurisha ibinyabiziga bitumizwa mu mahanga, barahindukira bagura tank 300."Mu 2023, ikirango cya tank cyagurishije imodoka ibihumbi 163.Imikorere yo gukurikirana ingwe nkumuntu mushya ntiremezwa nisoko.
Isura yumwanzi hirya no hino, BYD mumasoko shingiro nayo iragerwaho.Bloomberg yatangaje ko abasesenguzi ba Citigroup baherutse kugabanya igiciro cyabo kuri BYD kugeza kuri HK $ 463 kuri buri mugabane kuva HK $ 602 kuri buri mugabane.Bizera ko kwiyongera kwa kugurisha kwa BYD n’inyungu zishobora guhura n’igitutu mu gihe amarushanwa mu Bushinwa yiyongera.Citigroup kandi yagabanije igurishwa ryayo kuri BYD muri uyu mwaka igera ku modoka miliyoni 68 68 ziva kuri miliyoni 3.95. Igiciro cy’imigabane cya BYD cyagabanutseho 15% kuva hagati mu Gushyingo 2023, nkuko iki kigo kibitangaza.Kugeza ubu, agaciro k’isoko rya BYD kangana na miliyari 540, ugereranije n’icyo gihe cyashize umwaka ushize cyahindutse miliyari 200. Birashoboka ko ari isoko ry’imbere ryashyushye BYD yihutishije kwaguka mu mahanga mu myaka yashize.Hamwe ninyungu yibiciro nimbaraga zikomeye zibicuruzwa, kimwe no kuzamura isi igaragara, BYD iri mukiyaga.Urashobora gushira amanga, niba BYD ndetse n’ibiciro by’imodoka by’Ubushinwa bishobora gufata inyanja y’amahirwe mashya y’ingufu, ivuka rimwe cyangwa byinshi "Volkswagen cyangwa Toyota" nk'igihangange gikora ibinyabiziga ku isi, ntibishoboka.
Igihe cyo kohereza: Mutarama-29-2024