Uqikelelo lwabahlalutyi lwengeniso ephindwe kabini luza emva kokunyuka kweepesenti ezingama-37 kwiintengiso zizonke zombane ococekileyo kunye ne-plug-in hybrid izithuthi kwisiqingatha sokuqala ukusuka kunyaka ophelileyo.
Abathengi ababehlehlise ukuthengwa kweemoto belindele ezinye izaphulelo baqala ukubuya phakathi kuMeyi, bebona ukuphela kwemfazwe yexabiso elibi.
Isiphithiphithi sabathengi baseTshayina kwizithuthi zombane siqhube isitokhwe sabenzi beemoto abakhokelayo kwindibano yeenyanga ezimbini eye yabona ukuba abanye babo baphinda kabini ngexabiso, besenza ncinane inzuzo yentengiso ye-7.2 yeepesenti.
UXpeng ukhokele irali ngeepesenti ezili-141 zotyando kwizabelo ezidweliswe eHong Kong kwezi nyanga zimbini zidlulileyo.U-Nio uye watsiba ngeepesenti ezili-109 kwaye i-Li Auto iqhubele phambili ngeepesenti ezingama-58 ngelo xesha.Ukusebenza kwabathathu kugqithise umyinge wama-33 ekhulwini kwinzuzo ye-Orient Overseas International, oyena uqhuba kakuhle kumlinganiselo wempahla yesixeko ngelo xesha.
Kwaye le siphithiphithi akunakwenzeka ukuba siphele kwakamsinyane njengoko intengiso ekhulayo kuqikelelwa ukuba iya kuqhubeka unyaka wonke.I-UBS iqikelela ukuba ukuthengiswa kwe-EV kuqoqosho lwesibini ngobukhulu emhlabeni kuya mhlawumbi kabini ukusuka kwithuba likaJanuwari ukuya kuJuni ukuya kwi-5.7 yezigidi zeeyunithi kwiinyanga ezintandathu zonyaka.
I-rally ye-stocks igxininisa ithemba labatyali-mali lokuba abenzi be-EV base-China baya kumelana nemfazwe yexabiso elibukhali kwaye ukukhula kwentengiso kuya kuqhubeka.Uqikelelo lwe-UBS lwengeniso ephindwe kabini luza emva kokunyuka kweepesenti ezingama-37 kwiintengiso ezipheleleyo zombane ococekileyo kunye ne-plug-in hybrid yezithuthi kwisiqingatha sokuqala ukusuka kunyaka odlulileyo.
"Ngokuhla kwamaxabiso e-lithium kunye nezinye iindleko zezinto eziphathekayo, amaxabiso e-EV ngoku ahambelana nalawo eemoto ezine-oyile, kwaye oko kuye kwavula umnyango wokungena ukuze kwandiswe kwixesha elide," kusho u-Huang Ling, umhlalutyi we-oyile. Huachuang Securities."Uluvo lweshishini luya kuhlala luqinile kwaye izinga lokukhula liza kuhlala liphakathi ukuya kwinqanaba eliphezulu ngo-2023."
I-trio ebhalisiweyo yokuthengisa irekhodi ngoJulayi, inyanga ye-off-season ngenxa yemozulu eshushu.Ukuhanjiswa kwe-Nio's EV kuxhumeke ngeepesenti ezili-104 ukusuka kunyaka ophelileyo ukuya kwiiyunithi ezingama-20,462 kwaye iLi Auto inyuke ngeepesenti ezingama-228 ukuya ngaphezulu kwama-30,000.Ngelixa ukuhanjiswa kwe-Xpeng kwakusicaba unyaka nonyaka, isarekhoda ukonyuka kwenyanga nenyanga ngeepesenti ezingama-28.
Abathengi ababekuhlehlise ukuthengwa kweemoto belindele ezinye izaphulelo baqale ukubuya phakathi kuMeyi, bebona ukuphela kwemfazwe yexabiso elibi kwaye bahendwa ziimodeli zemoto ezintsha ezineempawu ezifana neenkqubo zokuqhuba ezizimeleyo kunye ne-cockpits yedijithali.
Umzekelo, isithuthi samva nje se-G9 se-Xpeng se-G9 ngoku siyakwazi ukuziqhuba kwizixeko ezine ezikumgangatho wokuqala zaseTshayina-iBeijing, iShanghai, iGuangzhou kunye neShenzhen.U-Li Auto uqalise uvavanyo lokuqhutywa kwesixeko sakhe kwi-autopilot e-Beijing kwinyanga ephelileyo, ekuxelwe ukuba inokusingatha iimeko ezingxamisekileyo njengophambuko lwendlela kunye nokuxinana kwezithuthi.
"Ngophuhliso olukhawulezayo lwemakethi ye-China EV kunye nokuqatshelwa kwe-OEMs yehlabathi (abavelisi bezixhobo zokuqala), sibona umbono othembisayo kuyo yonke imarike ye-EV yase-China, kuquka yonke ikhonkco lokubonelela," abahlalutyi abakhokelwa nguFrank Fan eNomura Holdings babhala inqaku ngoJulayi, libhekiselele ekuvunyweni kwesakhono sentengiso evela kwizikhulu zehlabathi."Ngokuthathela ingqalelo indlela ekhawulezayo yokuqonda izithuthi kwintengiso yaseTshayina, sikholelwa ukuba abadlali benqanaba loku-1 baqhubela phambili ngokuqhubekayo kunye nendlela yentengiso."
Uqikelelo olululo lusetyenziselwa ukuba ngumqobo omkhulu obambe ii-EV stocks.Emva kokutsalwa kwexesha elide, izitokhwe ziye zabuyela emva kwizikrini ze-radar zabathengisi.I-multiple multiple for EV stocks ngoku iye yehla ukuya kunyaka omnye ophantsi we-25 amaxesha emivuzo, ngokutsho kwe-Xiancai Securities, echaza idatha yoLwazi loMoya.I-trio yabenzi be-EV balahlekelwa phakathi kweepesenti ze-37 kunye neepesenti ze-80 zexabiso lemarike kunyaka odlulileyo.
Izitokhwe ze-EV zisengummeli olungileyo wokuvuselela ukusetyenziswa kweTshayina.Emva kokuphelelwa koncedo lwenkxaso yemali, iBeijing iye yandisa inkuthazo yerhafu yokuthengwa kweemoto zamandla acocekileyo kulo nyaka.Oorhulumente basekuhlaleni abaninzi baye banikela ngenkxaso-mali eyahlukahlukeneyo ukuvuselela ukuthenga, njengenkxaso-mali yokurhweba, inkuthazo yemali, kunye neenombolo zeenombolo zasimahla.
Kwifemu yophando yase-US iMorningstar, uthotho lwamanyathelo axhasayo aziswe ngurhulumente ukuqinisa urhwebo lwezindlu luya kugcina ukomelela kweentengiso ze-EV ngokunyusa ukuzithemba kwabathengi kunye nokuphucula isiphumo sobutyebi.
Irhuluneli entsha yebhanki yaseChina uPan Gongsheng udibene nabameli abavela kubaphuhlisi beLongfor Group Holdings kunye neCIFI Holdings kwiveki ephelileyo ukuba bathembise ngenkxaso-mali ethe kratya kwicandelo labucala.I-Zhengzhou, idolophu elikomkhulu kumbindi wephondo laseHenan, ibe sisixeko sokuqala esikwinqanaba lesibini ukuphakamisa izithintelo zokuthengisa ekhaya kwipakethi yamanyathelo okunciphisa, kuqikelelwa ukuba ezinye izixeko ezikhulu ziya kulandela.
"Silindele ukuba ukubuyiswa kuqhubeke kwikota yesibini emva kokunciphisa imilinganiselo yokupholisa impahla ngoFebruwari 2023 ukuxhasa abathengi bokuqala," watsho uVincent Sun, umhlalutyi waseMorningstar."Oku kubonisa kakuhle ukonyusa ukuzithemba kwabathengi kunye nembonakalo yethu yokuthengisa ye-EV."
Ixesha lokuposa: Aug-08-2023
