Likoloi tsa motlakase tsa China: BYD, Li Auto le Nio li senya lirekoto tsa khoeli le khoeli tsa thekiso hape ha tlhokahalo e ntse e tsoela pele

  • Lithekiso tse matla li kanna tsa fana ka kholiso e hlokahalang haholo moruong oa naha
  • Eric Han, mohlahlobisisi oa Shanghai o itse: "Bakhanni ba Machaena ba neng ba bapala le ho bona halofo ea pele ea selemo sena ba entse liqeto tsa bona tsa ho reka."

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Likoloi tse tharo tse holimo tsa motlakase tsa China (EV) li tlalehile hore li rekisitsoe khoeli le khoeli ka Phupu, joalo ka ha ho ntse ho tsoela pele tokollo ea tlhoko ea 'maraka o moholo ka ho fetisisa lefatšeng oa likoloi tse tsamaeang ka betri.

Lithekiso tse matla, tse latelang ntoa ea theko halofong ea pele ea 2023 e hlolehileng ho tsosa tlhokahalo, e thusitse ho khutlisetsa lekala la naha ea likoloi tsa motlakase tseleng e potlakileng, 'me ho ka etsahala hore e fane ka moruo oa naha o ntseng o theoha butle-butle kholiso e hlokahalang haholo.

Shenzhen-based BYD, sehahi se seholo ka ho fetisisa sa EV lefatšeng ka bophara, se boletse tlalehong ea Shenzhen Stock Exchange ka mor'a hore 'maraka o koale ka Labobeli hore o fane ka li-unit tsa 262,161 ka July, ho feta 3.6 lekholong ho tloha khoeling e fetileng.E ile ea roba tlaleho ea khoeli le khoeli ea thekiso bakeng sa khoeli ea boraro e otlolohileng.

Li Auto ea Beijing e fane ka likoloi tse 34,134 ho bareki ba naha ka Phupu, e feta rekoto ea eona ea pele ea li-unit tse 32,575 khoeling e fetileng, ha Nio ea ntlo-kholo ea Shanghai e ile ea fana ka likoloi tse 20,462 ho bareki, e thehile rekoto ea li-unit tse 15,815 tseo e li behileng ka Tšitoe e fetileng.

E ne e boetse e le khoeli ea boraro e latellanang eo Li Auto e tsamaisang khoeli le khoeli e fihlile holimo haholo.

Tesla ha e phatlalatse linomoro tsa khoeli le khoeli tsa thekiso bakeng sa ts'ebetso ea eona Chaena, empa, ho latela Mokhatlo oa Likoloi oa Bapalami oa China, moetsi oa likoloi oa Amerika o ile a fana ka likoloi tse 74,212 tsa Model 3 le Model Y ho bakhanni ba naha ka Phuptjane, ho theosa le liperesente tse 4.8 selemong.

Xpeng e thehiloeng Guangzhou, e 'ngoe e ts'episang EV e qalileng Chaena, e tlalehile thekiso ea li-unit tse 11,008 ka Phupu, e leng sekhahla sa liperesente tse 27.7 ho tloha khoeling e fetileng.

"Bakhanni ba Machaena ba neng ba e-na le moea oa ho emela le ho bona halofo ea pele ea selemo sena ba entse liqeto tsa bona tsa ho reka," ho boletse Eric Han, molaoli e moholo ho Suolei, feme ea boeletsi ea Shanghai."Baetsi ba likoloi ba kang Nio le Xpeng ba ntse ba eketsa tlhahiso ha ba ntse ba leka ho fana ka litaelo tse ngata tsa likoloi tsa bona."

Ntoa ea theko e ile ea qhoma 'marakeng oa likoloi oa Chaena likhoeling tse' nè tsa pele tsa selemo sena ha baetsi ba likoloi tsa motlakase le mefuta ea peterole ba shebahala ba hohela bareki ba tšoenyehileng ka moruo o tsitsitseng le hore na seo se ka ama chelete ea bona joang.

Baetsi ba likoloi ba bangata ba theotse litheko ka liperesente tse 40 hore ba boloke karolo ea bona ea 'maraka.

Empa litheolelo tse phahameng li ile tsa hloleha ho nyolla thekiso hobane bareki ba amehileng ka tekanyetso ba ile ba hana, ba lumela hore le ho fokotseha ho hoholo ho ka ba teng.

Bakhanni ba bangata ba Machaena ba neng ba emetse ka thōko ho tebello ea ho fokotseha ho eketsehileng ha theko ba ile ba etsa qeto ea ho kena 'marakeng bohareng ba May kaha ba ne ba ikutloa hore mokete oa ho fokotsa theko o felile, Citic Securities e boletse lengolong ka nako eo.

Beijing e khothaletsa tlhahiso le ho sebelisoa ha li-EV ho matlafatsa moruo o atolositsoeng ka liperesente tse 6.3 tse ka tlase kotareng ea bobeli.

Ka la 21 Phuptjane, Lekala la Lichelete le phatlalalitse hore bareki ba likoloi tsa motlakase ba tla tsoelapele ho lokoloha lekhethong la theko ka 2024 le 2025, mohato o reretsoeng ho ntšetsa pele thekiso ea EV.

'Muso o moholo o ne o kile oa bolela hore ho lokolloa lekhethong la karolo ea 10 lekholong ho tla sebetsa ho fihlela mafelong a selemo sena.

Kakaretso ea thekiso ea likoloi tse hloekileng tsa motlakase le li-plug-in ho pholletsa le naha halofo ea pele ea 2023 e eketsehile ka liperesente tse 37.3 tsa selemo le selemo ho isa ho li-unit tse limilione tse 3.08, ha e bapisoa le thekiso ea 96% selemong sohle sa 2022.

Thekiso ea EV naheng ea China e tla nyoloha ka liperesente tse 35 selemong sena ho ea ho li-unit tse limilione tse 8.8, setsebi sa UBS Paul Gong se boletse esale pele ka Mmesa.


Nako ea poso: Aug-02-2023

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