Polelo ea bahlahlobisisi ba hore lekhetho le imena habeli le tla ka mor'a keketseho ea 37 lekholong ea thekiso e felletseng ea likoloi tsa motlakase tse hloekileng le tsa plug-in halofo ea pele ho tloha selemong se fetileng.
Bareki ba neng ba chechisitse ho reka likoloi ka tebello ea litheolelo tse ling ba ile ba qala ho khutla bohareng ba Mots'eanong, ba utloa pheletso ea ntoa ea theko e boima.
Boikemisetso ba bareki ba Machaena ba likoloi tsa motlakase bo tsamaisitse lihlahisoa tsa baetsi ba likoloi ba etelletseng pele moketjaneng oa likhoeli tse peli o boneng ba bang ba bona ba boleng bo imenne habeli, e leng ho fokolisang phaello ea 'maraka ea 7.2%.
Xpeng e etelletse pele kopano ka keketseho ea 141% ea likarolo tsa eona tse thathamisitsoeng Hong Kong likhoeling tse peli tse fetileng.Nio e tlotse liperesente tse 109 mme Li Auto e tsoetse pele ka liperesente tse 58 nakong eo.Ts'ebetso ea lihlopha tse tharo e fetile phaello ea liperesente tse 33 ho Orient Overseas International, e leng setsebi se sebetsang hantle ka ho fetisisa boemong ba maraka a toropo nakong eo.
Mme moferefere ona ha o na monyetla oa ho fela haufinyane kaha thekiso e ntseng e eketseha e lebelletsoe ho tsoela pele selemo kaofela.UBS e bolela esale pele hore thekiso ea EV moruong oa bobeli o moholo ka ho fetisisa lefatšeng mohlomong e tla imena habeli ho tloha nakong ea Pherekhong ho isa ho Phuptjane ho isa ho li-unit tse limilione tse 5,7 likhoeling tse tšeletseng tse setseng tsa selemo.
Kopano ea li-stocks e totobatsa tšepo ea batseteli ea hore baetsi ba EV ba China ba tla mamella ntoa e matla ea litheko le kholo ea thekiso e tla tsoela pele.Polelo ea pele ea UBS ea lekhetho e imenneng habeli e tla ka lebaka la keketseho ea liperesente tse 37 tsa thekiso e felletseng ea likoloi tsa motlakase le li-plug-in tse nyalisitsoeng halofong ea pele ho tloha selemong se fetileng.
"Ka litheko tse theohang tsa lithium le litšenyehelo tse ling tsa thepa le tsona li fokotsehile, litheko tsa EV li se li lekana le tsa likoloi tse tsamaeang ka oli, 'me seo se butse monyetla oa ho kenella ho eketseha ha nako e telele," ho boletse Huang Ling, mohlahlobisisi. Huachuang Securities."Maikutlo a indasteri a tla lula a tiile 'me sekhahla sa kholo se tla lula se le bohareng ho isa boemong bo phahameng ka 2023."
Lirekoto tse tharo tse ngolisitsoeng tsa rekoto ka Phupu, khoeli e sa sebetseng ka lebaka la mocheso oa leholimo.Ho tsamaisoa ha Nio's EV ho tlohile liperesente tse 104 ho tloha selemong se fetileng ho ea ho li-unit tse 20,462 mme Li Auto e nyolohile ka liperesente tse 228 ho isa ho tse fetang 30,000.Le ha thepa ea Xpeng e ne e bataletse selemo le selemo, e ntse e tlaleha keketseho ea khoeli le khoeli ea liperesente tse 28.
Bareki ba neng ba chechisitse ho reka likoloi ka tebello ea litheolelo tse ling ba ile ba qala ho khutla bohareng ba Mots'eanong, ba utloa pheletso ea ntoa ea theko e tlase mme ba hoheloa ke mefuta e mecha ea likoloi e nang le likarolo tse kang lits'ebetso tsa ho khanna tse ikemetseng le li-cockpits tsa dijithale.
Mohlala, koloi ea morao-rao ea Xpeng ea Xpeng e se e khona ho itsamaisa metseng e mene ea pele ea China - Beijing, Shanghai, Guangzhou le Shenzhen.Li Auto e ile ea qala tlhahlobo ea sistimi ea eona ea ho tsamaea ka li-autopilot e Beijing khoeling e fetileng, eo ho tlalehoang hore e khona ho sebetsana le maemo a tšohanyetso a kang ho kheloha tsela le tšubuhlellano ea sephethephethe.
"Ka 'maraka oa China EV o ntseng o tsoela pele ka potlako le kamohelo e tsoang ho li-OEM tsa lefats'e (baetsi ba lisebelisoa tsa pele), re bona tebello e ts'episang bakeng sa' maraka oa China EV, ho kenyeletsoa le ketane eohle ea phepelo," bahlahlobisisi ba etelletsoeng pele ke Frank Fan ho Nomura Holdings ba ngotse. ela hloko ka Phupu, e buang ka kananelo ea bokhoni ba 'maraka ho tsoa ho baetapele ba lefats'e."Ha ho nahanoa ka mokhoa o potlakileng oa ho tseba likoloi 'marakeng oa China, re lumela hore libapali tsa tier-1 li ntse li tsoela pele ka matla le mebaraka."
Litekanyetso tse otlolohileng e kile ea e-ba tšitiso e kholo e thibelang li-stock tsa EV.Ka mor'a ho hula ka nako e telele, li-stock li khutletse li-skrini tsa radar tsa barekisi.Karolelano ea li-stocks tsa EV joale e theohetse ho moputso oa selemo o le mong oa makhetlo a 25, ho latela Xiangcai Securities, e qotsa data ea Boitsebiso ba Moea.Li-trio tsa baetsi ba EV li lahlile pakeng tsa liperesente tse 37 le liperesente tse 80 tsa boleng ba 'maraka selemong se fetileng.
Li-stock tsa EV e ntse e le moemeli o motle bakeng sa tsosoloso ea tšebeliso ea Chaena.Kamora ho felloa ke nako ea melemo ea lithuso tsa lichelete, Beijing e ekelitse likhothaletso tsa lekhetho bakeng sa likoloi tse fehlang motlakase o hloekileng selemong sena.Mebuso e mengata ea libaka e fane ka lithuso tse fapa-fapaneng bakeng sa ho khothalletsa ho reka, tse kang lithuso tsa khoebo, litšusumetso tsa chelete, le linomoro tsa nomoro tsa mahala.
Bakeng sa feme ea lipatlisiso ea Amerika Morningstar, mehato e mengata ea tšehetso e hlahisitsoeng ke mmuso ho matlafatsa 'maraka oa matlo e tla boloka botsitso ba thekiso ea EV ka ho matlafatsa boitšepo ba bareki le ho ntlafatsa phello ea leruo.
'Musisi e mocha oa banka e bohareng ea Chaena Pan Gongsheng o kopane le baemeli ba tsoang ho baetsi ba Longfor Group Holdings le CIFI Holdings bekeng e fetileng ho tšepisa tšehetso e eketsehileng ea lichelete bakeng sa lekala la poraefete.Zhengzhou, e leng motse-moholo oa profinse e bohareng ea Henan, e se e le toropo ea pele ea boemo ba bobeli ho phahamisa lithibelo tsa thekiso ea lehae ka sephutheloana sa mehato ea ho nolofatsa, e leng likhopolo-taba tsa hore litoropo tse ling tse kholo li tla latela.
"Re lebelletse hore pholiso e tla tsoela pele karolong ea bobeli ka mor'a ho nolofatsa mekhoa e meng ea pholiso ea thepa ka Hlakola 2023 ho ts'ehetsa bareki ba pele," ho boletse Vincent Sun, mohlahlobi oa Morningstar."Sena se fana ka monyetla oa ho matlafatsa kholiseho ea bareki le pono ea rona ea thekiso ea EV."
Nako ea poso: Aug-08-2023
