Whai muri i te pikinga o te rahinga kaweake ki te tuarua o ngā tūranga o te ao mō te wā tuatahi i te marama o Ākuhata, ka eke te mahi kaweake waka a Haina ki tētahi taumata teitei hou i te marama o Hepetema. I roto i ēnei, ahakoa he whakaputanga, he hoko, he kaweake rānei, kei te pupuri tonu ngā waka pūngao hou i te ia tipu o te "kotahi te ekenga ki te puehu".
E ai ki ngā kaitōrangapū o te umanga, kua noho te kaweake o ngā waka hiko hou hei kaupapa matua o te umanga motuka o tōku whenua, ā, kua tere piki ake te tere urunga o ngā waka hiko hou ā-rohe ki ngā mākete o tāwāhi, ā, e matapaetia ana ka haere tonu tēnei ia whanaketanga pai.
I piki ake ngā kaweake i ngā hauwhā tuatahi e toru mā te 55.5% i ia tau
E ai ki ngā raraunga hoko ā-marama i tukuna e te Rōpū Kaihanga Waka o Haina (e kiia nei i muri nei ko te Rōpū Kaihanga Waka o Haina) i te 11 o Oketopa, i haere tonu ngā hua pai o ngā kaweake waka a Haina i te marama o Hepetema whai muri i te ekenga ki te taumata teitei rawa atu i te marama o Ākuhata, neke atu i te 300,000 ngā waka mō te wā tuatahi. He pikinga 73.9% ki te 301,000 ngā waka.
Kei te huri ngā mākete o tāwāhi hei huarahi hou mō te tipu o ngā hoko a ngā kamupene waka waitohu whaiaro. E ai ki te mahi a ngā kamupene nui, mai i Hānuere ki Ākuhata, i piki te ōwehenga o ngā kaweake a SAIC Motor ki te 17.8%, i piki a Changan Motor ki te 8.8%, i piki a Great Wall Motor ki te 13.1%, ā, i piki a Geely Automobile ki te 14%.
He mea whakatenatena te whakatutukitanga a ngā waitohu motuhake i tētahi whanaketanga whānui i roto i ngā kaweake ki ngā mākete o Ūropi me Amerika me ngā mākete o te ao tuatoru, ā, kua piki haere te whai huatanga o te rautaki kaweake a ngā waitohu o te ao i Haina, e whakaatu ana i te whakapainga whānui o te kounga me te nui o ngā waka i hangaia i roto i te motu.
E ai ki a Xu Haidong, te tumuaki tuarua o te Rōpū Kaihanga Motuka o Haina, ahakoa kua piki ake te maha o ngā kaweake, kei te piki tonu te utu o ngā pahikara. Ko te utu toharite o ngā waka hiko hou o Haina i te mākete o tāwāhi kua eke ki te 30,000 tāra US.
E ai ki ngā raraunga a te Rōpū Mōhiohio Mākete Waka Pāhihi (e kiia nei i muri nei ko te Rōpū Waka Pāhihi), ko te tere o te whanaketanga o te mākete kaweake waka pāhihi he mea nui. I te marama o Hepetema, ko te kaweake waka pāhihi (tae atu ki ngā waka katoa me ngā waka CKD) i raro i ngā tatauranga a te Rōpū Pāhihi he 250,000 waeine, he pikinga 85% ia tau, ā, he pikinga 77.5% i te marama o Ākuhata. I roto i ēnei, ko te kaweake o ngā waitohu whaiaro i eke ki te 204,000 waeine, he pikinga 88% ia tau. Mai i Hānuere ki Hepetema, e 1.59 miriona ngā waka pāhihi ā-rohe i kaweake, he pikinga 60% ia tau.
I taua wā anō, kua noho te kaweake i ngā waka pūngao hou hei tino kaha mō ngā kaweake waka ā-rohe.
E whakaatu ana ngā raraunga mai i te China Automobile Association, mai i Hānuere ki Hepetema, e 2.117 miriona ngā waka i kaweakehia e ngā kamupene waka Hainamana, he pikinga tau-ki-te-tau o te 55.5%. I roto i ēnei, e 389,000 ngā waka hiko hou i kaweakehia, he pikinga tau-ki-te-tau neke atu i te 1 ngā wā, ā, he nui ake te tere tipu i te tere tipu kaweake whānui o te umanga waka.
E whakaatu ana hoki ngā raraunga mai i te Rōpū Pāhihi, i te marama o Hepetema, i kaweakehia e ngā waka pāhihi hiko hou ā-rohe he 44,000 waeine, e 17.6% pea o te tapeke o ngā kaweake (tae atu ki ngā waka katoa me ngā waka CKD). SAIC, Geely, Great Wall Motor, AIWAYS, JAC, me ētahi atu. He pai te mahi a ngā tauira hiko hou o ngā kamupene waka i ngā mākete o tāwāhi.
E ai ki ngā kaitōrangapū o te umanga, ko ngā kaweake waka hiko hou o tōku whenua kua hanga i tētahi tauira o te "kotahi te mana nui, he maha ngā mana nui": Ko ngā kaweake a Tesla ki Haina te mea nui rawa atu, ā, he pai te āhua o ētahi o āna ake waitohu, ko ngā kaihokohoko waka hiko hou e toru kei roto i ngā mākete e toru. Ko Belgium, UK me Thailand ngā mākete.
He maha ngā āhuatanga e akiaki ana i te tipu o ngā kaweake a ngā kamupene waka
E whakapono ana te umanga he maha ngā āhuatanga i hua mai ai te kaha o te kaweake waka i ngā hauwhā tuatahi e toru o tēnei tau.
I tēnei wā, kua piki ake te tono mō ngā waka o te ao, engari nā te korenga o ngā maramara me ētahi atu wāhanga, kua whakaitihia e ngā kaihanga waka o tāwāhi te hanga, ā, kua hua ake he āputa nui mō te tuku.
I mua ake nei, i kī a Meng Yue, te tumuaki tuarua o te Tari Hokohoko o Tāwāhi o te Manatū Tauhokohoko, mai i te tirohanga o te tono o te mākete o te ao, kei te piki haere te mākete motuka o te ao. E matapaetia ana ka neke ake i te 80 miriona ngā hoko motuka o te ao i tēnei tau, ā, ka eke ki te 86.6 miriona i te tau e tū mai nei.
I raro i te awe o te mate urutā hou o te niumōnia karauna, kua waihangahia e ngā mākete o tāwāhi he āputa tuku nā te korenga o te mekameka tuku, ā, ko te ota whakaputa pumau o Haina nā te ārai me te whakahaere tika i te mate urutā kua whakatairanga i te whakawhiti o ngā ota o tāwāhi ki Haina. E ai ki ngā raraunga mai i AFS (AutoForecast Solutions), tae noa ki te mutunga o Mei o tēnei tau, nā te korenga o ngā maramara, kua whakaitihia e te mākete motuka o te ao te whakaputanga mā te 1.98 miriona waka, ā, ko Ūropi te rohe me te whakahekenga nui rawa atu o te whakaputanga waka nā te korenga o ngā maramara. He mea nui anō hoki tēnei ki te pai ake o ngā hoko o ngā motuka Haina i Ūropi.
Mai i te tau 2013, i te whakatau a ngā whenua ki te neke ki te whanaketanga matomato, kua tīmata te tere o te whanaketanga o te umanga waka pūngao hou.
I tēnei wā, tata ki te 130 ngā whenua me ngā rohe o te ao kua whakaaro, kei te whakarite rānei ki te whakaaro i ngā whāinga kore waro. He maha ngā whenua kua whakamārama i te wātaka mō te aukati i te hoko waka wahie. Hei tauira, kua whakaaro a Netherlands me Norway kia aukatia te hoko waka wahie i te tau 2025. Kei te whakarite a Īnia me Tiamana ki te aukati i te hoko waka wahie i te tau 2030. Kei te whakamahere a Wīwī me te United Kingdom ki te aukati i te hoko waka wahie i te tau 2040. Hokona ngā waka penehīni.
I raro i te pēhanga o ngā ture tukunga waro tino kaha, kei te kaha tonu te tautoko kaupapa here mō ngā waka pūngao hou i ngā whenua maha, ā, kei te mau tonu te ia o te tipu o te hiahia o te ao mō ngā waka pūngao hou, e whakarato ana i te wāhi whānui mō ngā waka pūngao hou o tōku whenua ki te uru atu ki ngā mākete o tāwāhi. E whakaatu ana ngā raraunga i te tau 2021, ka eke te kaweake waka pūngao hou o tōku whenua ki te 310,000 waeine, he pikinga tata ki te toru ngā wā i ia tau, e 15.4% o ngā kaweake waka katoa. I te haurua tuatahi o tēnei tau, i kaha tonu te kaweake o ngā waka pūngao hou, ā, i piki ake te rahinga kaweake mā te 1.3 ngā wā i ia tau, e 16.6% o ngā kaweake waka katoa. Ko te tipu tonu o ngā kaweake waka pūngao hou i te hauwhā tuatoru o tēnei tau he haere tonu o tēnei ia.
I whai hua anō hoki te tipu nui o ngā kaweake waka a tōku whenua i te whānui haere o te "porowhita hoa" ki tāwāhi.
Ko ngā whenua kei te taha o te "Belt and Road" ngā mākete matua mō ngā kaweake waka a tōku whenua, neke atu i te 40%; mai i Hānuere ki Hūrae o tēnei tau, ko te kaweake waka a tōku whenua ki ngā whenua mema o te RCEP he 395,000 waka, he pikinga tau-ki-te-tau o te 48.9%.
I tēnei wā, kua hainatia e tōku whenua ngā whakaaetanga hokohoko kore utu e 19, e kapi ana i te 26 whenua me ngā rohe. Kua whakaitihia e Chile, Peru, Ahitereiria, Aotearoa me ētahi atu whenua ngā utu tāke mō ngā hua motuka o tōku whenua, ā, kua hangaia he taiao watea ake mō te whanaketanga o ngā kamupene motuka o te ao.
I roto i te tukanga whakawhiti me te whakapai ake i te umanga motuka o Haina, haunga te arotahi ki te mākete ā-rohe, e arotahi ana hoki ki te mākete o te ao. I tēnei wā, ko te haumitanga a ngā kaihanga motuka ā-rohe ki te mākete waka hiko hou he nui atu i te haumitanga a ngā kamupene motuka o te ao. I taua wā anō, e whakawhirinaki ana ngā kamupene motuka ā-rohe ki ngā waka hiko hou hei whakawhanake i te hangarau whatunga atamai, he painga ki te matauranga me te whatunga, ā, kua waiho hei whāinga whakamīharo mō ngā kaihoko o tāwāhi.
E ai ki ngā kaimātakitaki o te umanga, nā tōna matatau ki te ao o ngā waka hiko hou i piki haere tonu ai te whakataetae o ngā kamupene motuka Haina ki te ao, i piki haere tonu ai ngā raina hua, ā, i piki haere tonu ai te awe o te waitohu.
Hei tauira, me whakaaro tātou ki a SAIC. Neke atu i te 1,800 ngā toa hokohoko me ngā ratonga kua whakatūria e SAIC ki tāwāhi. E 90 ngā whenua me ngā rohe e tohatohahia ana āna hua me āna ratonga, ā, e 6 ngā mākete nui i Ūropi, Ahitereiria, Aotearoa, me Amerika. Neke atu i te 3 miriona ngā hoko waka i tāwāhi. I roto i ēnei, i eke ngā hoko waka a SAIC Motor ki tāwāhi i te marama o Ākuhata ki te 101,000 waeine, he pikinga tau-ki-te-tau o te 65.7%, tata ki te 20% o ngā hoko katoa, ā, koinei te kamupene tuatahi i Haina ki te neke atu i te 100,000 waeine i roto i te marama kotahi i ngā mākete o tāwāhi. I te marama o Hepetema, i piki ake ngā kaweake a SAIC ki te 108,400 waka.
I tātarihia e te Kaitātari Pūtea a Duan Yingsheng, te Kaihanga Pūtea, kua tere ake te whanaketanga o ngā mākete i te Tonga-mā-rāwhiti o Āhia, i Ūropi, me Amerika mā te hanga wheketere ki tāwāhi (tae atu ki ngā wheketere KD), ngā hongere hokohoko tahi ki tāwāhi, me te hanga motuhake i ngā hongere ki tāwāhi. I taua wā anō, kei te piki haere te mōhiotanga mākete ki ngā waitohu whaiaro. I ētahi mākete ki tāwāhi, he rite te rongonui o ngā waitohu whaiaro ki te rongonui o ngā kamupene motuka o te ao.
He tūmanako pai mō ngā kamupene waka ki te whakatinana i ā rātou mahi ki tāwāhi
Ahakoa te whakatutukitanga o ngā mahi kaweake tino pai, kei te kaha tonu ngā kamupene motuka waitohu ā-rohe ki te whakamahi i ngā mākete o tāwāhi hei whakarite mō te heke mai.
I te 13 o Hepetema, i tukuna ngā waka hiko hou 10,000 MG MULAN a SAIC Motor mai i Shanghai ki te mākete Pākehā. Koinei te puranga nui rawa atu o ngā waka hiko parakore i kaweake mai i Haina ki Ūropi tae noa mai ki tēnei wā. I kī te tangata e tika ana mō te Manatū Ahumahi me te Hangarau Mōhiohio, ko te kaweake a SAIC i "10,000 waka ki Ūropi" he tohu hou i roto i te whanaketanga o te ao o te umanga motuka o tōku whenua, kua uru ngā kaweake waka hiko hou a Haina ki tētahi wāhanga o te whanaketanga tere, ā, e akiaki ana hoki i te umanga motuka o te ao kia huri ki te hiko.
I ngā tau tata nei, he tino auau hoki ngā mahi whakawhānui a Great Wall Motor ki tāwāhi, ā, kua neke atu i te 1 miriona te tapeke o ngā hoko waka katoa ki tāwāhi. I te marama o Hānuere o tēnei tau, i hokona e Great Wall Motor te wheketere Inia o General Motors, me te wheketere Mercedes-Benz Brazil i hokona i tērā tau, me ngā wheketere Rūhia me Tai kua whakatūria, kua whakatinanahia e Great Wall Motor te whakatakotoranga i ngā mākete o Ūropi me Amerika ki te Tonga. I te marama o Ākuhata o tēnei tau, i tae mana a Great Wall Motor me Emile Frye Group ki tētahi whakaaetanga mahi tahi, ā, ka tūhura ngātahi ngā rōpū e rua i te mākete o Ūropi.
I te marama o Ākuhata, i kaweake a Chery ki ngā mākete o tāwāhi, i piki ake āna kaweake mā te 152.7% i ia tau ki te 51,774 waka. Kua whakatūria e Chery e 6 ngā pokapū R&D, 10 ngā turanga whakaputa me te neke atu i te 1,500 ngā toa hoko me ngā toa ratonga ki tāwāhi, ā, ka kaweakehia āna hua ki Brazil, Rūhia, Ukraine, Saudi Arabia, Chile me ētahi atu whenua. I te marama o Ākuhata o tēnei tau, ka tīmata a Chery ki te whiriwhiri tahi me ngā kaihanga waka Rūhia kia whakatinanahia te hanga ā-rohe i Rūhia.
Mai i te mutunga o Hūrae ki te tīmatanga o Ākuhata o tēnei tau, i panuitia e BYD te urunga ki te mākete waka pāhihi i Hapani me Thailand, ā, ka tīmata ki te whakarato i ngā hua waka hiko hou mō ngā mākete Huitene me Tiamana. I te 8 o Hepetema, i panuitia e BYD ka hangaia he wheketere waka hiko i Thailand, e whakamaheretia ana kia tīmata te mahi i te tau 2024, me te kaha whakaputa ā-tau o te 150,000 waka.
Kei te whakamahere a Changan Automobile ki te hanga i ngā turanga hangahanga e rua ki te whā ki tāwāhi i te tau 2025. I kī a Changan Automobile ka whakatūria e rātou te tari matua o Ūropi me te tari matua o Amerika Te Raki i te wā tika, ā, ka uru atu ki ngā mākete motuka o Ūropi me Amerika Te Raki me ngā hua motuka kounga teitei me te hangarau teitei.
Kei te aro atu hoki ētahi kaihanga waka hou ki ngā mākete o tāwāhi, ā, e hiahia ana rātou ki te whakamātau.
E ai ki ngā pūrongo, i te 8 o Hepetema, i panuitia e Leap Motor tōna urunga mana ki ngā mākete o tāwāhi. I tutuki he mahi tahi me tētahi kamupene ahumahi motuka o Iharaira ki te kaweake i te puranga tuatahi o ngā T03 ki Iharaira; i kī a Weilai i te 8 o Oketopa ka whakatinanahia āna hua, āna ratonga pūnaha-whānui me te tauira pakihi auaha ki Tiamana, ki Hōrana, ki Huitene me Tenemāka; kua whiriwhiria hoki e Xpeng Motors a Ūropi hei rohe pai mō tōna ao whānui. Ka āwhina i a Xiaopeng Motors kia tere te uru atu ki te mākete o Ūropi. Hei tāpiri, kua uru atu hoki a AIWAYS, LANTU, WM Motor, me ētahi atu ki te mākete o Ūropi.
E matapaetia ana e te Rōpū Motuka o Haina ka neke atu i te 2.4 miriona ngā kaweake motuka a tōku whenua i tēnei tau. E ai ki te pūrongo rangahau hou a Pacific Securities, mā te whakapau kaha ki te taha kaweake ka āwhina i ngā kamupene motuka me ngā wāhanga kounga teitei o te motu ki te tere ake i te whakawhānui i te mekameka ahumahi, me te whakaoho ake i tō rātou mana ā-roto e pā ana ki te whakahoutanga hangarau me te whakapai ake i te pūnaha kounga.
Heoi, e whakapono ana ngā tāngata o roto i te umanga kei te pā tonu ētahi wero ki ngā waitohu motuhake i te "haere ki tāwāhi". I tēnei wā, ko te nuinga o ngā waitohu motuhake e uru ana ki te mākete whakawhanake kei roto tonu i te wāhanga whakamātautau, ā, me whai wā tonu ki te manatoko i te ao whānui o ngā motuka Haina.
Wā tuku: Oketopa-14-2022