Msika wamagalimoto wa 2024, yemwe amadziwika kuti ndi mdani wamphamvu kwambiri komanso wovuta kwambiri.Yankho ndi lodziwikiratu - BYD.Kalekale, BYD anali chabe wotsatira.Ndi kukula kwa magalimoto atsopano mphamvu zida ku China, BYD analanda mwayi kukwera wave.Fuel galimoto ankalamulira nyengo, BYD malonda pachaka sanalowe kalabu oposa miliyoni imodzi.M'nthawi ya mphamvu zatsopano, pambuyo poletsa kwambiri kugulitsa magalimoto amafuta, BYD idachulukitsa kawiri malonda ake apachaka kuchokera ku magalimoto 700 mpaka 1.86 miliyoni mchaka chimodzi chokha.Mu 2023, kuchuluka kwa malonda a BYD kudalumphira ku 3 miliyoni, ndipo phindu lonse likuyembekezeka kupitilira yuan biliyoni 30. Osati zokhazo, kuyambira 2022 mpaka 2023 kwa zaka ziwiri zotsatizana, BYD ndi yopitilira Tesla motsatizanatsatizana ndi mphamvu zatsopano zapadziko lonse lapansi. malonda agalimoto.Mwachionekere, ndi BYD latsopano mphamvu chuma kupanga ndi malonda sikelo akulowa siteji latsopano, mu nthawi yochepa palibe angafanane."Momwe mungagonjetse BYD?"Ziyenera kukhala zomwe mpikisano aliyense akuyenera kuziganizira.Choncho, mu 2024, BYD kukula kwachangu ndizokhazikika?Kodi msika ukadali wokhazikika?Ndi adani ati amene adzaukire?
Kodi kukula kwa BYD kumachokera kuti mu 2024?
Ngati kampani yamagalimoto ikufuna kupitilizabe kukula pakugulitsa, iyenera kukhala ndi zinthu za Ivy kuti zikhazikitse mbale yoyambira, ndipo iyenera kupitiliza kukankha zatsopano ndikupanga zowonjezera zatsopano.Ofufuza a Gaishi Automotive Institute akukhulupirira kuti malonda a BYD chaka chino, phata la malonda owonjezera makamaka kuchokera ku Equation leopardBrand, Dynasty ndi Ocean mitundu iwiri yamitundu yatsopano komanso kukula kwachangu kwamisika yogulitsa kunja.
Monga tonse tikudziwa, mafumu ndi nyanja ziwiri mndandanda, ndiye mzati mtheradi wa malonda BYD.Mu 2023, Ocean Series idayambitsa kuukira mwamphamvu, ndikuyambitsa magalimoto atsopano monga Dolphin ndi Seagull, zomwe zidatsitsa mtengo wagalimoto yamagetsi ya BYD kukhala pansi pa 80,000 yuan ndikumanganso msika wa yuan 100,000, ndikufinyanso gawo la olowa. amapita magalimoto mafuta pa mtengo womwewo pamodzi ndi SAIC, GM, Wuling ndi zopangidwa zina.Taonani mndandanda wa mafumu, mankhwala Huanxin Mokweza kwa Baibulo ngwazi, kwenikweni, ndi anabisa mawonekedwe kutsegula chitsanzo kuchepetsa mtengo (zochokera pa mtengo wamtengo wapatali, kupangitsa kuti katunduyo agulitse motchipa).Mwachitsanzo, koyambirira kwa chaka chatha, mtundu wa ngwazi ya Qing PLUS DMi, mtengo watsika mpaka 100,000 yuan level.Izi ndi BYD ku 1 00000 - 2 00000 yuan Volkswagen chizindikiro cha msika kuti alengeze nkhondo.
Potengera zotsatira za malonda, njira ya mafumu ndi nyanja zam'madzi mosakayikira ndi yopambana.Mu 2023, kugulitsa kophatikizana kwamitundu iwiriyi kudafika mayunitsi 2,877,400, kuwonjezeka kwa 55.3% pachaka.
Mwa iwo, Seagulls, Qing PLUS, Yuan ndi mitundu ina yogulitsa yotentha idagulitsa mayunitsi opitilira 30 kapena kugulitsa kwambiri, ndi mitundu ingapo monga Han, Han, Don, Song ndi zina zokhazikika m'mayunitsi opitilira 10,000.Mwachionekere, poyerekeza ndi makampani ena galimoto, BYD oposa 10 zitsanzo za "kuphulika" khola m'munsi mbale.Pankhani yowonjezereka, gawo logawikana la Geist Automobile Research Institute linanena kuti mitundu yatsopano monga Song L ndi Sea Lion idzakhala mphamvu yayikulu pakukula kwa malonda awiriwa chaka chino.
Equation Leopard yatsopano, yomwe idatulutsidwa mu Ogasiti chaka chatha, ikuyembekezekanso kubweretsa chiwonjezeko chofulumira chaka chino.Equation Leopard ndi mtundu wachinayi womwe unakhazikitsidwa ndi BYD, ndikuyika madera aukadaulo.Mu November chaka chomwecho, chitsanzo choyamba cha Leopard 5 chinalembedwa, chamtengo wapatali pa 289,800 mpaka 352,800 yuan, ndipo chaperekedwa.
Ndi mitengo yololera, kuvomereza kwamphamvu kwamtundu, komanso kukulirakulira kwa kuchuluka kwa magalimoto osayenda pamsewu, kuchuluka kwa malonda a Equation Leopard 5 kudaposa mayunitsi 5,000 m'mwezi woyamba wathunthu, ndikupambana nkhondo yoyamba, ndipo zikunenedwa kuti chaka chino. Zogulitsa zikuyembekezeka kupitilira.Kuphatikizanso, msika wogulitsa kunja udzakhalanso mphamvu ina pakukulitsa malonda a BYD.Chaka cha 2023 ndi chaka cha kudalirana kwapadziko lonse kwa BYD.Wapampando wa BYD Wang Chuanfu adanenapo kuti, "Cholinga cha 2023 ndi kudalirana kwa mayiko, BYD yakhala ikudutsa malonda a kunja ndi kupanga kwanuko njira ziwiri zolimbikitsa njira ya kudalirana kwa mayiko." United Arab Emirates, pafupifupi mayiko 60 ndi zigawo.Ndi mphamvu yamphamvu ya mankhwala ndi maonekedwe apamwamba (popeza malonda a 2022 kuposa FAW-Volkswagen, malonda a BYD kunja kwa nyanja akukula mofulumira, kufika mayunitsi 240,000 mu 2023, 3.3 nthawi chaka ndi chaka, ndi BYD ili m'gulu lazogulitsa magalimoto atsopano amphamvu m'maiko ambiri ndi zigawo.
Chaka chino, BYD ikupitiliza kupititsa patsogolo mayendedwe otsegulira misika yakunja.BYD chomera ku Thailand posachedwapa ikugwira ntchito ndi kupanga, yomwe ili ku Ulaya ku Hungary chomera, South America, chomera cha Brazil chidzayambanso kumanga.Izi zikuwonetsa kuti BYD imayamba pang'onopang'ono pogulitsa malonda kumayiko ena.Ndi kumaliza kwa mafakitale akunja ndi kupanga, BYD idzachepetsanso ndalama, kupititsa patsogolo mpikisano wazinthu pamsika wamba. Zogulitsa zakunja za BYD zikuyembekezeka kupitilira magalimoto zikwizikwi za 500 chaka chino, kuwirikiza kawiri kuyambira chaka chatha, akatswiri pa Gaia Automotive Research Institute forecast. .
Kodi kukula kukuchedwa chaka chino?
Kutengera kukula kwa malonda a mphamvu zatsopano ndi kuweruza kwa BYD komweko, BYD chaka chatha kuti amalize chandamale cha malonda a 3 miliyoni, akuyembekezeka pamsika.BYD isanalengeze zomwe akufuna kugulitsa mu 2024. Komabe, kutengera malonda a BYD omwe alipo panopa komanso kukula kwake, mabungwe angapo akuwonetseratu malonda ake ndi ntchito mu 2024. adzapitirizabe kukula, koma kukula kwa increment ndi osiyana.Shengang Securities ndi chiyembekezo, akuneneratu kuti ndi malowedwe a mphamvu zatsopano magalimoto akuwonjezeka, mphamvu kupanga mofulumira kumasula, ndi Dolphin DM-i, Song L, Teng Shi N7 / N8, Kuyang'ana mpaka U8/ U9, Leopard 5 ndi magalimoto ena atsopano akhazikitsidwa pamsika, BYD ikupitilizabe kupititsa patsogolo zinthu zatsopano, malonda a 2024 akuyembekezeka kupitilira mayunitsi 4 miliyoni, kuwonjezeka kwa 30% kuposa nthawi yomweyo chaka chatha.
Gaishi Automotive Research Institute ndi yochenjera kwambiri, ikuyembekezeka kugulitsa 2024 kwa 3.4 miliyoni mpaka 3.5 miliyoni kapena kupitirira apo, kuwonjezeka kwa pafupifupi 15%, "izi zikuphatikiza malonda ogulitsa kunja."Akatswiri amanena kuti izi zimachokera ku malonda a BYD m'miyezi yaposachedwa, kwenikweni, "kuyambira theka lachiwiri la chaka chatha, kukula kwapakhomo kwa BYD kwakhala kwaulesi kwambiri." Monga mukuonera, BYD's 2023 malonda chandamale cha magalimoto 3 miliyoni anali. sizinakwaniritsidwe mpaka mwezi watha, ndipo zinatha ndi magalimoto ena a 20,000. Kuti akwaniritse cholinga cha malonda chomwe chinakhazikitsidwa mu 2023, BYD nthawi zambiri imasintha mitengo mu theka lachiwiri la chaka.Komabe, kuchokera pakugulitsa ma terminal, palibe kusintha kwakukulu.Deta yogulitsa ma terminal ikuwonetsa kuti kuyambira Juni mpaka Novembala, BYD terminal inshuwaransi imakhala yokhazikika, yokhazikika pagalimoto pafupifupi 230 zikwi."Izi zikuwonetsa kuti kukwezedwa kwamitengo yotsika mtengo kunangokhazikika kugulitsa, koma sikunabweretse kukula kwakukulu," adatero katswiriyu.
BYD, panthawiyi, ikukumana ndi mavuto okwera.Pansi pa zomwe akupikisana nawo monga dziko lofunsa mafunso, machitidwe a msika wa Biadihan akuwoneka kuti ndi ofooka.Mu 2023, mndandanda wa Han unakwana magalimoto 228,000, kuchokera pa 270,000 chaka chatha.Zomwe msika wa N7 ndi N8 ndi zinthu zina zomwe zidalembedwa ndi Teng Potential ndizochepa kwambiri kuposa momwe amayembekezera, ndipo kuchuluka kwa mwezi uliwonse kugulitsa kumazungulira magalimoto 1,000, kumathandizidwabe ndi D9. Institute amakhulupirira kuti BYD a alipo pachimake kuphulika zitsanzo monga Qin, Song, Han, yuan, seagull, etc., ntchito chaka chino mu msika wapakhomo, akuyembekezeka kusunga panopa malonda mlingo kapena kuchepa pang'ono, sangathenso kupereka. zochulukirachulukira kwa mtunduwo.Poyang'ana mtunduwo, kupatsidwa malo ake amtengo wa miliyoni miliyoni, sikuli ndi cholinga chotenga voliyumu.Deta ikuwonetsa kuti mu Disembala chaka chatha, 1500 U8 idaperekedwa mwezi woyamba.Poyerekeza ndi zopereka zamalonda, kuyang'ana ku chithandizo cha BYD kumawonekera kwambiri mu msinkhu wokweza ndi phindu la phindu. Malingana ndi malonda akuluakulu a magalimoto okwana 3 miliyoni chaka chatha, kukula kwa malonda a BYD chaka chino n'kovuta kuchulukitsa kukula kwachangu. .Akatswiri ofufuza amaneneratu kuti phindu la BYD mu 2024 likhoza kukhala yuan yoposa 40 biliyoni, kuwonjezeka kwa mabiliyoni oposa 100 chaka chatha, kuwonjezeka kwa pafupifupi 30%, poyerekeza ndi zaka ziwiri zapitazi zachepa kwambiri.
Kuzingidwa ndi mphamvu?
Poyerekeza ndi panopa zoweta latsopano mphamvu chuma galimoto malonda ndi gawo msika wa makampani akuluakulu zoweta galimoto, BYD akadali mtsogoleri, udindo wake kutsogolera adzakhala zovuta kugwedeza mu short term.According to China Association of Automobile Manufacturers, BYD yekha ndi 35 peresenti ya malonda ogulitsa magalimoto onyamula mphamvu zatsopano, kutsatiridwa ndi Tesla Motors China, yomwe imakhala ndi 8 peresenti yokha, ndi GAC AEON, Geely Automobile ndi SAIC-GM-Wuling, yomwe imakhala pafupifupi 6 peresenti. Pakadali pano, palibe makampani amagalimoto pakanthawi kochepa komanso mpikisano wa BYD," akatswiri ena atero.Koma amakhulupirira kuti BYD m'magawo osiyanasiyana amsika ndi mitundu yosiyanasiyana yamitengo ndizovuta kwambiri zopikisana.
Mwachitsanzo, 100,000 mpaka 150,000 yuan Volkswagen idzakhala cholinga chachikulu cha mphamvu zatsopano zamagetsi mu 2024. Bungwe la China 100 Electric Vehicle Council likulosera kuti mtengo wamtengo wapataliwu udzakhala malo ofunikira kukula kwa magalimoto atsopano opangira mphamvu m'zaka ziwiri zikubwerazi, zomwe ndi akuyembekezeka kupereka gawo limodzi mwa magawo atatu a chiwonjezekocho.Izi zikutanthawuzanso kuti mpikisano pamsikawu udzakhala woopsa kwambiri. Ndipotu, mu 2023, makampani ambiri amagalimoto anayamba kukakamiza msika wa Volkswagen, zopangidwa zatsopano kapena zinthu zatsopano nthawi zonse.Olowa nawo atsopano akuphatikiza mndandanda wa Chery Fengyun, Geely GalaxySeries, Changan Kaiyuan mndandanda ndi mpikisano wina wamphamvu.Panthawi imodzimodziyo, malonda akale monga Ian ndi Deep Blue akufulumizitsanso kukhazikitsidwa kwa magalimoto atsopano kuti aphatikize kapena kuwonjezera gawo lawo la msika mu gawo la msika. mayendedwe aukadaulo monga ma plug-in hybrid, mtunda wotalikirapo, ndi magetsi enieni.Pansi pa maziko amphamvu a Gulu, mitundu yambiri yatsopano kapena mitundu yatsopano imakhala ndi mpikisano wamphamvu wamsika.Mwachitsanzo, mndandanda wa Geely Galaxy unatulutsidwa theka la chaka, malonda a mwezi uliwonse amakhala okhazikika kuposa zikwi khumi.Mitunduyi ikuyenera kutenga gawo la BYD la magawo ofunikira amsika, malinga ndi akatswiri a Gaishi Automotive Research Institute.Mumsika wapamwamba wa yuan wopitilira 250, BYD siwosalala monga momwe amaganizira.Kutsika kwa malonda a mndandanda wa Han komanso kusagwira bwino ntchito kwa N7 / N8 kumawoneka.Mosiyana ndi izi, malamulo atsopano a M7 adadutsa mayunitsi 120 zikwi ndipo malamulo atsopano a M9 anaphwanya mayunitsi 30,000.Kugulitsa kwa mwezi uliwonse kwa mndandanda wabwino wa L kunadutsa mayunitsi a 40000. Malo otsogola a Tengshi D9 pamsika wapamwamba wa MPV wamagetsi atsopano angakhale ovuta kusunga kwa nthawi yaitali.Ndi Buick GL8 Plug version yatsala pang'ono kutchulidwa ndi kuperekedwa, ndipo mphamvu ya Wei Brand Mountain, Small Pengs X9 zitsanzo zalowa nawo mpikisano, malo ake amsika kapena adzaopsezedwa.Nyalugwe imakhalanso pansi pa mpikisano wothamanga.Pakalipano, mtundu wodziyimira pawokha ndi msika wamagalimoto oyaka moto.IRui Consulting inanena kuti ndi kusintha kwa kufunikira kwa ogula, msika wa SUV, makamaka "SUV yopepuka yapadziko lonse lapansi kupita kumayendedwe akuluakulu."Malinga ndi ziwerengero zochepa za Gaeshi Automobile, zinthu zopitilira 10 zamtundu wa SUV zidzalowa msika mu 2023. Kuphatikiza apo, pali mitundu yama tanki yomwe idakulitsa kwambiri gawo la msika.Malinga ndi owonerera omwe amagwira ntchito yosintha msewu, mtundu wa thanki umakonda kwambiri ogwiritsa ntchito magalimoto osayenda pamsewu, "ogwiritsa ntchito ambiri amagulitsa magalimoto obwera kunja, adatembenuka ndikugula tanki 300."Mu 2023, mtundu wa thanki unagulitsa magalimoto 163,000.Kutsatira kwa Leopard monga watsopano sikunatsimikizidwe ndi msika.
Nkhope ya mdani wozungulira, BYD mumsika waukulu wa msika imakhudzidwanso.Ofufuza a Citigroup posachedwapa adatsitsa mtengo wawo wa BYD kufika ku HK $ 463 pagawo kuchokera ku HK $ 602 pagawo, Bloomberg inati.Amakhulupirira kuti kukula kwa malonda a BYD ndi mapindu a phindu akhoza kukumana ndi mavuto pamene mpikisano ku China ukukulirakulira.Citigroup adatsitsanso malonda ake a BYD chaka chino mpaka magalimoto 3. 68 miliyoni kuchokera ku 3.95 miliyoni.Pakali pano, mtengo wamsika wa BYD pa pafupifupi 540 biliyoni ya yuan, poyerekeza ndi nthawi yomweyi chaka chatha chamunthuyo 200 biliyoni yuan.Mwina ndi kutenthedwa msika m'banja kuti BYD yapita patsogolo kukula kwake kunja kwa zaka zaposachedwapa.Ndi phindu lamtengo wapatali komanso mphamvu zopangira mankhwala, komanso kupititsa patsogolo kuwonekera kwapadziko lonse, BYD ili panyanja.Kungakhale molimba mtima kulingalira, ngati BYD ndipo ngakhale mitengo Chinese galimoto akhoza kulanda nyanja ya mphamvu zatsopano mwayi chuma, kubadwa kwa mmodzi kapena angapo "Volkswagen kapena Toyota" wotere dziko wopanga chimphona, sizingatheke.
Nthawi yotumiza: Jan-29-2024