Ma subsidies amachepetsa kusiyana kwamitengo pakati pa mafuta ndi magetsi, kupititsa patsogolo mtengo wamagalimoto amagetsi amagetsi awiri. Kuphatikizira kugawa kwamagulu amtengo pamsika wa mawilo awiri aku Indonesia, mtengo wapano wa mawilo awiri amagetsi pamsika waku Indonesia ndi 5-11 miliyoni waku Indonesia rupiah (pafupifupi RMB 2363-5199) wapamwamba kuposa wamafuta amawilo awiri. Pofika chaka cha 2023, ndalama za subsidy zomwe dziko la Indonesia linayambitsa ndi 7 miliyoni rupiah (pafupifupi RMB 3,308) pa galimoto iliyonse, zomwe zidzachepetse kusiyana pakati pa mtengo woyambirira ndi mtengo wonse pakati pa mawilo amagetsi amagetsi ndi mawilo amafuta, ndikuwonjezera kuzindikira kwa ogula. wa mawilo amagetsi awili. Kulandira mawilo awiri.
Pokhala ndi unyolo wokhwima wamafakitale komanso zokumana nazo zambiri zogwirira ntchito, opanga aku China akugwira ntchito pamsika waku Southeast Asia.
Njira zamagalimoto aku China zamagalimoto awiri amagetsi zikuwonekera pang'onopang'ono, ndipo opanga otsogola ali okonzeka kupita kutsidya lanyanja. Pambuyo pazaka zopitilira 20 zachitukuko, makampani opanga magetsi aku China akukula kwambiri, ndipo opanga ali ndi mwayi wopanga mphamvu komanso kuwongolera mtengo. Pambuyo pa 2019, kukhazikitsidwa kwa mulingo watsopano wadziko lapansi kwathandiza opanga otsogola monga Yadea ndi Emma kuti akhazikitse mwachangu mitundu yatsopano yapadziko lonse lapansi chifukwa chaubwino wawo pamtundu, kupanga, ndi R&D, kuphatikiza zabwino zamtundu wawo, ndikutenga gawo la msika. Mapangidwe amakampani apanyumba akuwonekera pang'onopang'ono. Panthawi imodzimodziyo, opanga otsogolera ali okonzeka kupita kunja.
Honda, mtsogoleri wa njinga zamoto zamagetsi, ali ndi mayendedwe apang'onopang'ono a magetsi, ndipo katundu wake wamagetsi ndi ndondomeko yogulitsa malonda akutsalira kumbuyo kwa mtsogoleri wa magalimoto awiri amagetsi ku China. Omwe akupikisana nawo ku Yadea ku Vietnam ndi opanga njinga zamoto zachikhalidwe zaku Japan zomwe zimayimiriridwa ndi Honda ndi Yamaha, komanso opanga aku Vietnamese omwe akuimiridwa ndi VinFast ndi Pega omwe amayang'ana kwambiri mawilo amagetsi awiri. Mu 2020, gawo lamsika la Yadea pamsika waku Vietnam wa mawilo awiri ndi magetsi ndi 0.7% ndi 8.6% okha, motsatana. Pakalipano, mankhwala amagetsi a Honda ndi ochepa, ndipo makamaka amakhudzidwa ndi malonda. Scooter yamagetsi BENLY e idakhazikitsidwa mu 2020 ndipo njinga yamoto yamagetsi EM1 yomwe idakhazikitsidwa mu 2023 onse amagwiritsa ntchito njira yosinthira batire yokhala ndi batire la m'manja. Malinga ndi njira yopangira magetsi yomwe yavumbulutsidwa patsamba lovomerezeka la Honda Global, Honda akufuna kukhazikitsa magalimoto osachepera 10 amagetsi padziko lonse lapansi pofika 2025, kuonjezera kugulitsa magalimoto amagetsi amagetsi awiri kuchokera pa 150,000 mu 2021 mpaka 1 miliyoni pofika 2026, ndikuwonjezera malonda. zamagalimoto amagetsi amawilo awiri pofika 2030. Mu 2022, Kugulitsa kwa Yadea kwa mawilo awiri amagetsi kudzafika 14 miliyoni, ndi magulu opitilira 140. Pankhani ya magwiridwe antchito, Honda EM1 e ili ndi liwiro lapamwamba la 45km/h ndi moyo wa batri wa 48km, womwe ndi wofooka. Poyerekeza ndi zitsanzo za ku Japan, timakhulupirira kuti Yadea, monga mtsogoleri wa mawilo awiri amagetsi ku China, akuyembekezeka kukwaniritsa kugonjetsa chifukwa chakuchuluka kwake kwa teknoloji yamagetsi komanso ubwino wothandizira maunyolo a mafakitale.
Yadea idakhazikitsa zinthu zomwe zikuyembekezeka pamsika waku Southeast Asia kuti apititse patsogolo kupikisana kwamtundu. Pampikisano ndi opanga magetsi akum'mwera chakum'mawa kwa Asia, Yadea adayambitsa zinthu zomwe zimakhala ndi batri lalitali, gudumu lalikulu, ndi gudumu lalitali lomwe lapangidwira msika waku Vietnamese, zomwe zimatha kukwaniritsa zosowa zamaulendo apamtunda waufupi. ndizopambana pakuchita kwazinthu komanso mtengo wake. Tayani mtsogoleri wamagetsi amagetsi amtundu wa VinFast, ndikuthandiza Yadea kuti ifulumire kuthana ndi omwe akupikisana nawo. Malinga ndi deta yochokera ku motorcycledata, malonda a Yadea ku Vietnam adzawonjezeka ndi 36.6% chaka ndi chaka mu 2022. Tikukhulupirira kuti ndi kukhazikitsidwa kwa zitsanzo zatsopano monga Voltguard, Fierider, ndi Keeness, Yadea idzapititsa patsogolo matrix ake. ku Southeast Asia ndikugwiritsa ntchito zinthu zapamwamba kwambiri kuyendetsa malonda kuti apitilize kukwera.
Kupambana kwa Yadea pamsika waku China sikungasiyanitsidwe ndikukula kwa njira zogulitsa. Makasitomala amafunikira malo ogulitsira osagwiritsa ntchito intaneti kuti azitha kuyendetsa zoyeserera, kugula magalimoto atsopano, ndikukonza pambuyo pakugulitsa. Chifukwa chake, kukhazikitsa njira zogulitsira ndikukhala ndi masitolo okwanira kuti athe kuphimba magulu ogula ndiye chinsinsi cha chitukuko chamakampani oyenda mawilo awiri. Kuyang'ana mmbuyo pa mbiri yachitukuko ya Yadea ku China, kukula kwachangu kwa malonda ake ndi ndalama zake kumagwirizana kwambiri ndi kuchuluka kwa masitolo. Malinga ndi chilengezo cha Yadea Holdings, mu 2022, chiwerengero cha masitolo a Yadea chidzafika 32,000, ndipo CAGR mu 2019-2022 idzakhala 39%; chiwerengero cha ogulitsa chidzafika 4,041, ndipo CAGR mu 2019-2022 idzakhala 23%. China yapeza gawo la 30% pamsika, kuphatikiza malo ake otsogola pamsika.
Limbikitsani kutumizidwa kwa njira zogulitsira ku Southeast Asia, ndikulimbikitsa bwino malonda kwa omwe angakhale makasitomala am'deralo. Malinga ndi tsamba lovomerezeka la Yadea Vietnam, kuyambira 2023Q1, Yadea ili ndi ogulitsa oposa 500 ku Vietnam, kuwonjezeka kwa 60% poyerekeza ndi 306 kumapeto kwa 2021. Malinga ndi nkhani zochokera ku PR Newswire, ku IIMS Indonesia International Auto Show mu February 2023, Yadea adagwirizana ndi Indomobil, imodzi mwamagulu akulu kwambiri amagalimoto ku Indonesia. Indomobil ikhala ngati wogawa yekha ku Yadea ku Indonesia ndikuwapatsa maukonde ambiri. Pakadali pano, maphwando awiriwa atsegula masitolo pafupifupi 20 ku Indonesia. Malo ogulitsira oyamba a Yadea ku Laos ndi Cambodia ayambanso kugwira ntchito. Tikuyembekeza kuti pamene malonda a Yadea ku Southeast Asia akukhala angwiro, adzapereka chithandizo champhamvu pa chimbudzi cha mphamvu zopangira kunja ndikuthandizira kampaniyo kuti ikule mofulumira.
Ogula akumwera chakum'mawa kwa Asia ali ndi zokonda zofananira, zomwe zimapereka chidziwitso pakupanga ndi kutsatsa kwazinthu zamagetsi
Ma scooters ndi njinga zam'munsi ndi mitundu iwiri yodziwika bwino ya njinga zamoto ku Southeast Asia, ndipo msika waku Indonesia ukulamulidwa ndi ma scooters. Chodziwika bwino cha njinga yamoto yovundikira ndikuti pali chopondapo chachikulu pakati pa chogwirizira ndi mpando, chomwe chimatha kupumitsa mapazi anu pakuyendetsa. Nthawi zambiri imakhala ndi mawilo ang'onoang'ono pafupifupi mainchesi 10 ndi liwiro losinthasintha mosalekeza; Galimoto yamtengowo ilibe ma pedals ndipo ndiyoyenera kwambiri pamisewu. Nthawi zambiri amakhala ndi injini yaing'ono yosamutsidwa ndi cholumikizira chodziwikiratu chomwe sichifuna ntchito yamanja. Ndizotsika mtengo, zotsika mtengo wamafuta, komanso zimagwira ntchito bwino. Malinga ndi a AISI, ma scooters akuchititsa pafupifupi 90 peresenti ya malonda a njinga zamoto ku Indonesia akukwera.
Mabasiketi apansi panthaka ndi ma scooters ndi otchukanso ku Thailand ndi Vietnam, ndikuvomerezedwa ndi ogula kwambiri. Ku Thailand, ma scooters ndi magalimoto apansi oimiridwa ndi Honda Wave ndi mitundu yodziwika bwino ya njinga zamoto pamsewu. Ngakhale pali chizolowezi chakusamuka kwakukulu pamsika waku Thailand, njinga zamoto zomwe zimasamutsidwa 125cc ndi pansi zidzawerengerabe 2022. 75% yazogulitsa zonse. Malinga ndi Statista, ma scooters amakhala pafupifupi 40% ya msika waku Vietnamese ndipo ndi mtundu wanjinga zogulitsidwa kwambiri. Malinga ndi Vietnam Association of Motorcycle Manufacturers (VAMM), Honda Vision (scooters) ndi Honda Wave Alpha ( Underbone) ndi njinga zamoto zogulitsidwa kwambiri mu 2022.
Nthawi yotumiza: Aug-04-2023