Imakethe yokuthekelisa yeizimoto zezentengiselwanoe-China yahlala iqinile engxenyeni yokuqala ka-2023. Ivolumu yokuthunyelwa kwamanye amazwe kanye nenani lezimoto zebhizinisi likhuphuke ngo-26% kanye no-83% unyaka nonyaka ngokulandelana, lafinyelela amayunithi angu-332,000 kanye ne-CNY 63 billion.Ngenxa yalokhu, ukuthunyelwa kwempahla kwamanye amazwe kudlala indima ebaluleke kakhulu emakethe yezimoto zezentengiselwano yaseChina, njengoba isabelo sayo sikhuphuke ngamaphesenti angu-1.4 kusukela esikhathini esifanayo sangonyaka odlule saya ku-16.8% wesamba sezimoto ezidayiswa eChina ngo-H1 2023. Ngaphezu kwalokho, ukuthunyelwa kwamanye amazwe kubalele ku-17.4 I-% yakho konke ukuthengiswa kwamaloli e-China, okungaphezulu kwalokho kwamabhasi (12.1%).Ngokusekelwe kwizibalo ze-China Association of Automobile Manufacturers, ukuthengiswa okuphelele kwezimoto zezentengiselwano engxenyeni yokuqala ka-2023 kufinyelele cishe amayunithi ayizigidi ezimbili (1.971m), okuhlanganisa amaloli angu-1.748m namabhasi angu-223,000.
Amaloli abalele ngaphezu kwama-90% wesamba esithunyelwa ngaphandle
Ukuthunyelwa kwamaloli kwamanye amazwe kubonise ukusebenza okuqinile: Kusukela ngoJanuwari kuya kuJuni 2023, ukuthunyelwa kwamaloli e-China bekumi kumayunithi angama-305,000, kwenyuke ngo-26% unyaka nonyaka, futhi kubiza i-CNY 544 billion, nokukhuphuka konyaka ngama-85%.Amaloli athwala izinto ezilula ayewuhlobo oluyinhloko lwamaloli athunyelwa kwamanye amazwe, kuyilapho amaloli athwala kanzima nezimoto ezidonsayo zaba nezinga lokukhula ngokushesha.Engxenyeni yokuqala yonyaka, ukuthunyelwa kwe-China kwamaloli angama-light-duty kufinyelele amayunithi ayi-152,000, noma u-50% wawo wonke amaloli athunyelwa ngaphandle, nokukhuphuka kancane okungu-1% unyaka nonyaka.Ukuthunyelwa kwezimoto ezidonsayo kwamanye amazwe kube nezinga lokukhula eliphezulu kakhulu, izikhathi ezingaphezu kwe-1.4 unyaka nonyaka, okubophezele ukuthunyelwa kwamaloli angama-22%, kanti ukuthunyelwa kwamaloli athwala kanzima kukhuphuke ngo-68% unyaka nonyaka, okubalelwa ku-21% wabo bonke. ukuthunyelwa kwamanye amazwe ngamaloli.Ngakolunye uhlangothi, amaloli e-medium-duty yiwona kuphela uhlobo lwezimoto eziye zaba nokwehla kwezimpahla ezithunyelwa ngaphandle, zehle ngo-17% unyaka nonyaka.
Zontathu izinhlobo zamabhasi zanda unyaka nonyaka: Engxenyeni yokuqala yalo nyaka, ukuqoqwa kokuthunyelwa kwamabhasi eChina kweqe amayunithi angama-27,000, kwakhuphuka ngama-31% unyaka nonyaka, futhi inani eliphelele lokuthekelisa lafinyelela ku-CNY 8 billion, ukwanda 74% unyaka nonyaka.Phakathi kwazo, amabhasi anosayizi ophakathi abe nezinga lokukhula eliphezulu kakhulu, anesizinda esincane sokuthumela ngaphandle, afinyelela ku-149% yokukhula konyaka.Isamba sesamba samabhasi athunyelwa ngaphandle akhiwe ngamabhasi aphakathi nendawo sikhuphuke ngamaphesenti amane safinyelela ku-9%.Amabhasi amancane abalelwa ku-58% wesamba sokuthunyelwa kwamanye amazwe, ehle ngamaphesenti ayisikhombisa kusukela ngonyaka odlule, kodwa esagcine isikhundla esiphezulu ekuthunyelweni kwamabhasi ngenani elikhulayo lamayunithi ayi-16,000 engxenyeni yokuqala yonyaka, likhuphuke ngo-17%. unyaka nonyaka.Umthamo wokuthekelisa wamabhasi amakhulu ukhuphuke ngo-42% unyaka nonyaka, kanti isabelo sawo sikhuphuke ngamaphesenti ama-3 saya ku-33%.
Nakuba izimoto ezihweba ngodizili bekuyizo ezihamba phambili, ukuthunyelwa kwezimoto zamandla amasha kwanda ngokushesha
Kusukela ngoJanuwari kuya kuJuni, ukuthunyelwa kwezimoto ezihweba ngodizili kwamanye amazwe kukhombise ukukhula okuqinile, kukhule ngo-37% unyaka nonyaka kuya kumayunithi angaphezu kuka-250,000, noma u-75% wesamba esiphelele esithunyelwa ngaphandle.Kulawa, amaloli athwala kanzima kanye nezimoto ezidonsayo zenza ingxenye yezimoto zaseChina ezithunyelwa ngaphandle kwezimoto zikadizili.Ukuthunyelwa kwezimoto ezidayisa uphethiloli kwamanye amazwe kudlule amayunithi angama-67,000, ukwehla kancane ngo-2% uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule, okubalelwa ku-20% wengqikithi yezimoto ezithengiswayo ezithunyelwa ngaphandle.Izimoto ezintsha zamandla zibe nokuthunyelwa kwamanye amazwe okungaphezulu kwamayunithi angama-600, nokukhuphuka okumangazayo okuphindwe izikhathi eziyi-13 unyaka nonyaka.
Isimo semakethe: I-Russia ibe yindawo enkulu yokuthunyelwa kwezimoto zaseChina ezithunyelwa ngaphandle
Engxenyeni yokuqala yonyaka, ukuthunyelwa kwe-China kwezimoto zezentengiselwano emazweni ayishumi aphezulu okuyiwa kuzo kubalele cishe u-60%, futhi amazinga ezimakethe ezinkulu ashintshe kakhulu.I-Russia ithole ngokuqinile indawo ephezulu ezilinganisweni zezimoto zaseChina ezithunyelwa ngaphandle, njengoba ukuthunyelwa kwayo kwamanye amazwe kukhuphuka ngokuphindwe kasithupha unyaka nonyaka kanti amaloli abalelwa ku-96% (ikakhulukazi amaloli athwala kanzima nezimoto ezidonsayo).IMexico ikleliswe endaweni yesibili, njengoba ukuthengwa kwezimoto ezithengiswayo ezivela eChina kukhuphuke ngo-94% unyaka nonyaka.Kodwa-ke, ukuthunyelwa kwezimoto zaseChina ezithunyelwa eVietnam kwehle kakhulu, kwehle ngamaphesenti angama-47 unyaka nonyaka, nokwenze iVietnam yehla isuka kwelesibili ngobukhulu ukuya kwelesithathu.Ukuthengwa kwezimoto zebhizinisi eChile ezivela eChina nakho kwehle, ngo-63% unyaka nonyaka, yehla isuka emakethe enkulu ngesikhathi esifanayo ngonyaka odlule yafinyelela endaweni yesine kulo nyaka.
Khonamanjalo, ukuthengwa kwezimoto zebhizinisi zase-Uzbekistan ezivela e-China kukhuphuke izikhathi ezingaphezu kwezimbili unyaka nonyaka, okukhuphule izinga layo laya endaweni yesishiyagalolunye.Phakathi kwamazwe ayishumi aphezulu okuyiwa kuwo ezimotweni zezentengiselwano zaseShayina, ukuthunyelwa kwamanye amazwe kwakungamaloli kakhulu (abala ngaphezu kuka-85%), ngaphandle kwenani eliphezulu lamabhasi athunyelwa e-Saudi Arabia, Peru, nase-Ecuador.
Kuthathe iminyaka ukuthi ukuthunyelwa kwempahla kwamanye amazwe kudlule ingxenye eyodwa kweshumi yokuthengiswa kwezimoto ezithengiswayo eChina.Kodwa-ke, njengoba ama-OEM aseShayina etshala imali eningi namandla ezimakethe zaphesheya kwezilwandle, ukuthunyelwa kwezimoto ezithengiswayo zaseChina kuyakhula ngesivinini, futhi kulindeleke ukuthi kufinyelele cishe ku-20% wesamba esithengisiwe esikhathini esifushane kakhulu.
Isikhathi sokuthumela: Feb-18-2024
