Shirkadaha baabuurta tamarta ee cusub ee iibkoodu sarreeyo ayaa weli ku jira aagga khatarta ah ee kordhinta qiimaha

Bishii Maarso, tirada jumlada ee baabuurta rakaabka ee Shiinaha waxay ahayd 1.814 milyan, hoos u dhac 1.6% sannadkii iyo kor u kac 23.6% bishiiba.Mugga jumlada ee Janawari ilaa Maarso wuxuu ahaa 5.439 milyan unug, koror 8.3% sanadkiiba iyo koror 410,000 unug ah.

Marka la eego xogta iibka ee baabuurta rakaabka ee Shiinaha ee ay sii daayaan Ururka Baabuurta Rakaabka ah, guud ahaan waxqabadka suuqa ee baabuurta rakaabka ee dalkaygu maaha mid gaabis ah.Si kastaba ha noqotee, haddii aan eegno xogta iibka ee suuqa baabuurta rakaabka tamarta cusub ee Shiinaha, waa sawir gebi ahaanba ka duwan.

Iibka baabuurta tamarta cusub ayaa cirka isku shareeray, laakiin xaaladdu rajo ma leh

Laga soo bilaabo 2021, iyadoo ay ugu wacan tahay yaraanta chip-ka iyo sare u kaca qiimaha alaabta ceeriin, baabuurka iyo qiimaha baytariyada korantada ayaa aad u kacay si ka dhaqso badan sidii warshadaha la filayay.Xogta laga helay Xafiiska Tirakoobka Qaranka ayaa muujinaysa in laga bilaabo Janaayo ilaa Febraayo 2022, dakhliga warshadaha baabuurta uu kordho 6%, laakiin kharashka sidoo kale wuxuu kordhin doonaa 8%, taasoo si toos ah u horseedi doonta 10% sanadka ka dambeeya. hoos u dhaca faa'iidada guud ee shirkadaha baabuurta.

Dhinaca kale, bishii Jannaayo ee sanadkan, heerka qaran ee kabida gaadiidka tamarta cusub ee dalkayga ayaa hoos u dhacay sidii la qorsheeyay.Shirkadaha baabuurta tamarta ee cusub ee horeba ugu jiray cadaadis labanlaab ah oo yaraanta chip-ka iyo kor u kaca qiimaha alaabta ceeriin ee baytarigu waxay sidaas samayn karaan oo keliya xaaladahan oo kale.Lagu khasbay in la kordhiyo qiimaha baabuurka si loogu kabo saamaynta kharashaadka kor u kaca.

Qaado Tesla, "maniac qiimaha hagaajinta," tusaale ahaan.Waxay kor u qaaday laba wareeg oo qiimo ah labadiisa nooc ee ugu waaweyn bishii Maarso oo keliya.Waxaa ka mid ah, 10-kii Maarso, qiimaha Tesla Model 3, Model Y all-wheel drive, iyo moodooyinka waxqabadka sarreeya ayaa dhamaantood kor loo qaaday 10,000 yuan.

15-kii Maarso, qiimaha Tesla's Model 3 nooca gadaal-wheel-drive ayaa kor loo qaaday ilaa 279,900 yuan (ilaa 14,200 yuan), halka nooca 3-aad ee dhammaan-wheel-drive nooca-waxqabadka sare leh, moodel Y oo buuxa, kaas oo lahaa markii hore waxaa lagu kordhiyey 10,000 yuan.Nooca wheel-drive ayaa mar kale kor u kici doona 18,000 yuan, halka Model Y nooca waxqabadka sare ee wheel-drive uu si toos ah uga kici doono 397,900 yuan ilaa 417,900 yuan.

Indhaha dad badan, kororka qiimaha shirkadaha cusub ee baabuurta tamarta ayaa laga yaabaa inay niyad jabiyaan macaamiil badan oo markii hore qorsheynayay inay iibsadaan.baabuurta tamarta cusub.Waxyaabo badan oo aan ku haboonayn horumarinta baabuurta tamarta cusub ayaa laga yaabaa inay kobciyaan baabuurta tamarta cusub ee lagu beeray Shiinaha in ka badan toban sano.Suuqa baabuurta tamarta ayaa cidhiidhi ku ah sariirta.

Si kastaba ha ahaatee, marka la eego iibka hadda ee baabuurta tamarta cusub, tani uma muuqato kiiska.Isbeddelka qiimaha ka dib bishii Janaayo, iibka tafaariiqda ee baabuurta rakaabka tamarta cusub ee waddankeyga Febraayo 2022 wuxuu ahaa 273,000 unug, koror sannad-sannadka ka badan 180.9%.Dabcan, xitaa bisha Febraayo, inta badan shirkadaha gawaarida tamarta cusub ayaa weli qaadaya culeyska kor u kaca qiimaha keligood.

Marka la gaaro Maarso, shirkado badan oo baabuurta tamarta cusub ee dalkayga ayaa ku biiray qiimaha kor u kaca.Si kastaba ha ahaatee, wakhtigan, iibka tafaariiqda ee baabuurta rakaabka tamarta cusub ee dalkaygu wuxuu gaadhay 445,000 unug, korodhka sanadlaha ah ee 137.6% iyo korodhka bishiiba 63.1%, taas oo ka wanaagsanayd isbeddelka March ee sannadihii hore.Laga soo bilaabo Jannaayo ilaa Maarso, iibka tafaariiqda gudaha ee baabuurta rakaabka tamarta cusub wuxuu ahaa 1.07 milyan, koror sanadle ah oo ah 146.6%.

Shirkadaha baabuurta tamarta cusub, marka ay la kulmaan kharashka kor u kaca, waxay sidoo kale u wareejin karaan cadaadiska suuqa iyaga oo kor u qaadaya qiimaha.Haddaba maxay tahay sababta ay macaamiishu ugu qulqulaan baabuurta tamarta cusub marka shirkadaha tamarta cusubi ay si joogto ah u kordhiyaan qiimaha?

Korodhka qiimaha ma saameyn doonaa suuqa baabuurta tamarta cusub ee Shiinaha?

Aragtida Xiaolei, sababta kor u kaca joogtada ah ee qiimaha baabuurta tamarta cusubi aanay u ruxin go'aanka macaamiisha ee ah inay iibsadaan baabuurta tamarta cusub ayaa inta badan sabab u ah sababahan soo socda:

Marka hore, korodhka qiimaha baabuurta tamarta cusub maaha digniin la'aan, iyo macaamiishu waxay horeyba u leeyihiin rajooyin nafsi ah oo ku saabsan korodhka qiimaha baabuurta tamarta cusub.

Sida ku cad qorshaha asalka ah, kabitaanka dawladda ee dalkayga ee baabuurta tamarta cusub waa in gabi ahaanba la joojiyo horaanta 2020. Sababta ay weli u jiraan kabida baabuurta tamarta cusub hadda waa in xawaaraha hoos u dhaca kabida uu dib u dhacay cudurka faafa awgeed.Si kale haddii loo dhigo, xitaa haddii kabka dawladda hoos loo dhigo 30% sanadkan, macaamiishu waxay weli kasbadaan kabida baabuurta tamarta cusub.

Dhinaca kale, arrimaha aan u saamaxayn horumarinta baabuurta cusub ee tamarta, sida chip-yarida iyo kor u kaca qiimaha baytariyada ceeriin, ayaan sanadkan muuqan.Intaa waxaa dheer, Tesla, oo had iyo jeer loo tixgeliyo shirkadaha baabuurta iyo macaamiisha sida "vane of the new energy field field", ayaa qaaday hogaanka sare ee qiimaha, sidaas darteed macaamiishu waxay sidoo kale aqbali karaan korodhka qiimaha baabuurta tamarta cusub ee baabuurta kale. shirkadaha.Waa in la ogaadaa in macaamiisha baabuurta tamarta cusub ay leeyihiin baahiyo adag oo adag iyo dareen qiimo jaban, sidaas darteed isbeddellada qiimaha yar ma saameyn doonaan baahida macaamiisha ee baabuurta tamarta cusub.

Marka labaad, baabuurta tamarta cusub kaliya ma tixraacaan baabuurta saafiga ah ee korontada ku shaqeeya ee aadka ugu tiirsan baytariyada korontada, laakiin sidoo kale baabuurta isku-dhafka ah iyo baabuurta koronto ee fidsan.Maaddaama baabuurta isku-xidhka ah ee isku-xidhka ah iyo baabuurta koronto ee fidsan aanay aad ugu tiirsanayn baytariyada korantada, korodhka qiimaha ayaa sidoo kale ku dhex jira xadka ay macaamiisha badankoodu aqbali karaan.

Tan iyo sannadkii hore, saamiga suuqa ee baabuurta isku-dhafan ee ay hoggaamiso BYD iyo baabuurta koronto-dheer ee ay hoggaaminayso Lili ayaa si tartiib tartiib ah u kordhay.Labadan nooc oo aan aad ugu tiirsanayn baytariyada tamarta oo ku raaxaysanaya faa'iidooyinka siyaasadda cusub ee gaadiidka tamarta ayaa sidoo kale cunaya suuqa gaadiidka shidaalka ee caadiga ah iyaga oo wata calanka "gaadiidka tamarta cusub".

Marka laga eego dhinaca kale, inkasta oo saameynta korodhka qiimaha wadajirka ah ee baabuurta tamarta cusub ee warshadaha tamarta cusub aysan ka muuqan iibinta baabuurta tamarta cusub ee Febraayo iyo Maarso, waxay sidoo kale noqon kartaa sababtoo ah wakhtiga falcelintani waa "daahday" ".

Waa inaad ogaataa in qaabka iibka ee baabuurta tamarta cusub ay tahay iibka dalbashada.Waqtigan xaadirka ah, shirkadaha baabuurta kala duwan waxay leeyihiin dalabyo badan ka hor inta aan qiimaha la kordhin.Haddii aan tusaale u soo qaato dalkayga cusub ee baabuurta tamarta ee weyn ee BYD, waxa uu leeyahay dib-u-dhac ka badan 400,000 oo dalab ah, taas oo macnaheedu yahay in badi baabuurta BYD ay hadda keenayso ay dheefshiido dalabaadkeeda ka hor inta aan la kordhin qiimaha joogtada ah.

Seddexaad, waa si sax ah sababtoo ah kororka qiimaha isdaba jooga ah ee shirkadaha cusub ee baabuurta tamarta in macaamiisha doonaya inay iibsadaan baabuurta tamarta cusub ay leeyihiin fikradda ah in qiimaha baabuurta tamarta cusub uu sii wadi doono inuu kordho.Sidaa darteed, macaamiil badan ayaa heysta fikradda ah inay xiraan qiimaha dalabka ka hor inta aan qiimaha baabuurta tamarta cusub kor u qaadin mar kale, taas oo horseedaysa xaalad cusub oo macaamiisha badani ay yihiin kuwo caqli-gal ah ama raacaan habka dalbashada.Tusaale ahaan, Xiaolei waxa uu leeyahay saaxiib uu dalbaday Qin PLUS DM-i ka hor inta aanay BYD ku dhawaaqin wareegii labaad ee qiimaha korodhka, isaga oo ka baqaya in BYD uu dhawaan sameeyo wareega saddexaad ee qiimaha korodhka.

Aragtida Xiaolei, korodhka waalida ah ee baabuurta tamarta cusub iyo kor u kaca qiimaha baabuurta tamarta cusub ayaa labaduba tijaabinaya caabbinta cadaadiska shirkadaha baabuurta tamarta cusub iyo macaamiisha baabuurta tamarta cusub.Waa inaad ogaataa in awoodda macaamiishu ay ku aqbali karaan qiimaha ay xaddidan tahay.Haddii shirkadaha baabuurtu aysan si wax ku ool ah u xakameyn karin qiimaha kor u kaca ee alaabta, macaamiishu waxay yeelan doonaan noocyo kale oo ay ka doortaan, laakiin shirkadaha baabuurtu waxay wajihi karaan oo kaliya burbur.

Sida cad, inkasta oo iibka baabuurta tamarta cusub ee dalkaygu uu kor ugu kacayo suuqa, shirkadaha baabuurta tamarta cusub ayaa sidoo kale la halgamaya.Laakiin nasiib wanaag, marka la eego adduunka oo dhan "la'aanta lithium-ka asaasiga ah iyo gaaban", booska suuqa ee baabuurta Shiinaha ee adduunka ayaa si weyn loo hagaajiyay..

Jannaayo-February 2022, iibka jumlada ah ee baabuurta rakaabka ee Shiinaha ayaa gaaray 3.624 milyan unug, koror sanadle ah oo ah 14.0%, taasoo la gaaray bilow wanaagsan.Saamiga suuqa Shiinaha ee suuqa baabuurta adduunka ayaa gaaray 36%, waana rikoor sare.Tani waxay sidoo kale sabab u tahay la'aanta xudunta ee miisaanka caalamiga ah.Marka la barbar dhigo shirkadaha baabuurta ee wadamada kale, shirkadaha baabuurta caanka ah ee Shiinaha iska leh ayaa taabtay kheyraad badan oo chips ah, sidaas darteed noocyada iskood u leeyihiin ayaa helay fursado korriin sare leh.

Iyada oo ay jirto xaalad aan qarsoodi ahayn oo ah in kheyraadka macdanta lithium-ka ee dunidu ay gabaabsi yihiin, qiimaha lithium carbonate-na uu cirka isku shareeray 10 jeer, iibka jumlada ee baabuurta rakaabka tamarta cusub ee Shiinaha waxa ay gaari doontaa 734,000 bilaha Janaayo-February 2022, sanad sanadka ayaa kordhay 162%.Laga soo bilaabo Jannaayo ilaa Febraayo 2022, saamiga suuqa ee iibka baabuurta tamarta cusub ee Shiinaha ayaa gaadhay rikoor sare oo ah 65% saamiyada adduunka.

Marka la eego xogta isbarbardhigga ee warshadaha baabuurta adduunka, yaraanta gawaarida gawaarida ee adduunka kaliya ma aysan keenin khasaare weyn horumarinta shirkadaha baabuurta Shiinaha.Natiijooyinka suuqa weyn ee la isku duway oo la gaarey;Iyada oo ka hooseysa asalka sare u kaca qiimaha lithium-ka, noocyada madax-bannaan ee Shiinaha ayaa u kacday caqabadda waxayna heleen waxqabad wanaagsan oo kobaca iibka super.