Izibonelelo zinciphisa umehluko wamanani phakathi kukawoyela nogesi, kuthuthuke kangcono ukusebenza kwezindleko zamasondo amabili kagesi. Uma kuhlanganiswe ukusatshalaliswa kwamabhendi wamanani emakethe yamasondo amabili e-Indonesia, intengo yamanje yamasondo amabili kagesi emakethe yenqwaba yase-Indonesia iyizigidi ezingu-5-11 i-rupiah yase-Indonesia (cishe i-RMB 2363-5199) iphakeme kunaleyo kaphethiloli wamasondo amabili. Ngo-2023 Izinga lomxhaso elethulwe yi-Indonesia lingama-rupiah ayizigidi ezingu-7 (cishe ama-RMB 3,308) ngemoto ngayinye, okuzophinde kunciphise igebe phakathi kwezindleko zokuqala kanye nesamba sezindleko phakathi kwamasondo amabili kagesi namasondo kaphethiloli amabili, futhi kukhulise ukuqwashisa kwabathengi. amasondo amabili kagesi. Ukwamukelwa kwamasondo amabili.
Ngochungechunge lwezimboni oluvuthiwe nolwazi olucebile lokusebenza, abakhiqizi baseShayina basakaza ngenkuthalo emakethe yaseNingizimu-mpumalanga ye-Asia.
Iphethini yemboni yezimoto zikagesi zaseChina ezinamasondo amabili iya ngokuya icaca, futhi abakhiqizi abahamba phambili sebelungele ukuya phesheya kwezilwandle. Ngemva kweminyaka engaphezu kwengu-20 yentuthuko, uchungechunge lwemboni yamasondo amabili kagesi yaseChina seluvuthwe kakhulu, futhi abakhiqizi banezinzuzo kumthamo wokukhiqiza nokulawula izindleko. Ngemuva kuka-2019, ukuqaliswa kwezinga lezwe elisha kwenze abakhiqizi abahamba phambili abanjengo-Yadea no-Emma bakwazi ukwethula ngokushesha amamodeli ajwayelekile kazwelonke ngenxa yezinzuzo zabo kumkhiqizo, ukukhiqiza, kanye ne-R&D, bahlanganise izinzuzo zabo zomkhiqizo, futhi babambe isabelo semakethe. Isakhiwo semboni yasekhaya siye sacaca kancane kancane. Ngesikhathi esifanayo, abakhiqizi abahamba phambili balungele ukuya phesheya kwezilwandle.
IHonda, ehamba phambili ngezithuthuthu zikagesi, inejubane eliphansi lokufaka ugesi, futhi imikhiqizo yayo kagesi nohlelo lokuthengisa kusalele emuva komholi wamasondo amabili kagesi eChina. Izimbangi ze-Yadea eVietnam ikakhulukazi abakhiqizi bezithuthuthu bendabuko baseJapan abamelwe i-Honda ne-Yamaha, kanye nabakhiqizi bendawo base-Vietnamese abamelwe yi-VinFast kanye ne-Pega egxile kumasondo amabili kagesi. Ngo-2020, isabelo semakethe ye-Yadea emakethe yaseVietnam enamasondo amabili nangamasondo amabili kagesi singu-0.7% kuphela no-8.6%, ngokulandelana. Njengamanje, imikhiqizo kagesi yakwaHonda mincane, futhi igxile kakhulu emkhakheni wezohwebo. Isithuthuthu sikagesi i-BENLY e sethulwa ngo-2020 kanye nesithuthuthu sikagesi i-EM1 e yethulwa ngo-2023 zombili zisebenzisa isixazululo sokushintshwa kwebhethri esifakwe iphakethe lebhethri leselula. Ngokwesu lokufaka ugesi elidalulwe kusizindalwazi sakwaHonda Global, abakwaHonda bahlela ukwethula okungenani izimoto ezisebenza ngogesi eziyishumi ezinamasondo amabili emhlabeni wonke ngo-2025, banyuse ukuthengiswa kwezimoto ezisebenza ngogesi ezinamasondo amabili zisuka ku-150,000 ngo-2021 ziye esigidini esisodwa ngo-2026, futhi zinyuse ukuthengiswa. wezimoto zikagesi ezinamasondo amabili ngo-2030. Ngo-2022, Ukuthengiswa kweYadea kwamasondo amabili kagesi kuzofinyelela ezigidini eziyi-14, nezigaba zemikhiqizo ezingaphezu kuka-140. Mayelana nokusebenza komkhiqizo, iHonda EM1 e inejubane eliphezulu elingu-45km/h nempilo yebhethri engu-48km, ebuthakathaka uma kuqhathaniswa. Uma kuqhathaniswa namamodeli aseJapan, sikholelwa ukuthi i-Yadea, njengomholi wamasondo amabili kagesi e-China, kulindeleke ukuthi ifinyelele ekuqoqweni ngenxa yokuqoqwa kwayo okujulile kobuchwepheshe bokufaka ugesi kanye nezinzuzo zokusekela amaketanga ezimboni.
I-Yadea yethule imikhiqizo eqondiwe emakethe yaseNingizimu-mpumalanga ye-Asia ukuthuthukisa ukuncintisana komkhiqizo. Emqhudelwaneni nabakhiqizi basekhaya abadonsa ngamasondo amabili kagesi eNingizimu-mpumalanga ye-Asia, i-Yadea yethule imikhiqizo enempilo yebhethri ende, ububanzi besondo elikhulu, kanye ne-wheelbase emide eklanyelwe imakethe yaseVietnam ngokukhethekile, engakwazi ukuhlangabezana ngempumelelo nezidingo zokuhamba amabanga amafushane wendawo, futhi ziphakeme ekusebenzeni komkhiqizo kanye nenani lezindleko. Ulahlekelwe umholi wendawo wamasondo amabili kagesi u-VinFast, esiza i-Yadea isheshise ukuze ihlangane nezimbangi. Ngokusho kwedatha evela kudatha yesithuthuthu, ukuthengiswa kwe-Yadea eVietnam kuzokwenyuka ngo-36.6% unyaka nonyaka ngo-2022. Sikholelwa ukuthi ngokuqaliswa kwamamodeli amasha afana neVoltguard, Fierider, neKeeness, i-Yadea izothuthukisa futhi i-matrix yomkhiqizo wayo. eNingizimu-mpumalanga ye-Asia futhi usebenzise imikhiqizo yekhwalithi ephezulu ukushayela ukuthengisa ukuqhubeka nokukhuphuka.
Impumelelo ye-Yadea emakethe yaseShayina ayinakuhlukaniswa nokwandiswa kweziteshi zokuthengisa. Abathengi badinga izitolo ezingaxhunyiwe ku-inthanethi ukuze bathole amadrayivu okuhlola, bathenge izimoto ezintsha, futhi banikeze ukunakekelwa kwangemva kokuthengisa. Ngakho-ke, ukusungula iziteshi zokuthengisa nokuba nezitolo ezanele ukumboza amaqembu abathengi kuwukhiye wokuthuthukiswa kwezinkampani ezinamasondo amabili. Uma sibheka emuva emlandweni wokuthuthukiswa kwe-Yadea e-China, ukukhula okusheshayo kokuthengiswa kwayo kanye nemali engenayo kuhlobene kakhulu nokwanda kwenani lezitolo. Ngokwesimemezelo se-Yadea Holdings, ngo-2022, inani lezitolo ze-Yadea lizofinyelela ku-32,000, kanti i-CAGR ngo-2019-2022 izoba ngu-39%; isibalo sabathengisi sizofinyelela ku-4,041, kanti i-CAGR ngo-2019-2022 izoba ngama-23%. I-China isizuze ingxenye yemakethe engama-30%, ihlanganisa isikhundla sayo esiholayo embonini.
Sheshisa ukuthunyelwa kweziteshi zokuthengisa e-Southeast Asia, futhi ukhuthaze ngempumelelo imikhiqizo kumakhasimende endawo angaba khona. Ngokwesizindalwazi esisemthethweni sase-Yadea Vietnam, kusukela ngo-2023Q1, i-Yadea inabathengisi abangaphezu kuka-500 eVietnam, okuwukwanda okungaphezu kuka-60% uma kuqhathaniswa nabangu-306 ekupheleni kuka-2021. Ngokwezindaba ezivela ku-PR Newswire, e-IIMS Indonesia International. I-Auto Show ngoFebhuwari 2023, i-Yadea yafinyelela ekubambisaneni kwamasu ne-Indomobil, elinye lamaqembu amakhulu ezimoto e-Indonesia. I-Indomobil izosebenza njengomsabalalisi okhethekile we-Yadea e-Indonesia futhi iyinikeze inethiwekhi yokusabalalisa ebanzi. Njengamanje, la maqembu womabili avule izitolo ezingaba ngu-20 e-Indonesia. Izitolo zokuqala zikaYadea eLaos naseCambodia nazo seziqalile ukusebenza. Silindele ukuthi njengoba inethiwekhi yokuthengisa ye-Yadea eNingizimu-mpumalanga ye-Asia iya ngokuya iphelele, izohlinzeka ngokusekela okuqinile kokugaya umthamo wokukhiqiza phesheya futhi isize inkampani ukuthi ikhule ngokushesha ngevolumu.
Abathengi baseNingizimu-mpumalanga ye-Asia banokuthandwa okufanayo, okuhlinzeka ngereferensi yokuklama nokukhuthazwa kwemikhiqizo efakwe ugesi
Izithuthuthu namabhayisikili angaphansi yizinhlobo ezimbili ezivame kakhulu zezithuthuthu eSoutheast Asia, kanti imakethe yase-Indonesia ibuswa ama-scooters. Isici esivelele sesikuta ukuthi kune-pedal ebanzi phakathi kwesibambo kanye nesihlalo, esingabeka izinyawo zakho kuso ngesikhathi sokushayela. Ngokuvamile ifakwe amasondo amancane angaba amayintshi angu-10 kanye nesivinini esiguquguqukayo esiqhubekayo; Imoto ye-beam ayinazo amaphedali futhi ifaneleka kakhulu endaweni yomgwaqo. Ngokuvamile ifakwe injini encane yokugudluza kanye ne-clutch ezenzakalelayo engadingi ukusebenza ngesandla. Kushibhile, ukusetshenziswa kukaphethiloli okuphansi, nokusebenza kahle kwezindleko. Ngokusho kwe-AISI, ama-scooters enza cishe amaphesenti angama-90 okuthengiswa kwezithuthuthu e-Indonesia ngokukhuphuka.
Amabhayisikili angaphansi kwethambo nama-scooters adume ngokulinganayo eThailand naseVietnam, ngokwamukelwa okuphezulu kwabathengi. E-Thailand, kokubili ama-scooters nezimoto ezingaphansi kwethambo elimelwe i-Honda Wave ziyizinhlobo ezivamile zezithuthuthu emgwaqeni. Yize kunomkhuba wokufuduka okukhulu emakethe yaseThailand, izithuthuthu ezinokususwa okungu-125cc nangaphansi zisazobalela u-2022. U-75% wesamba esithengisiwe. Ngokusho kwe-Statista, ama-scooters enza cishe ama-40% emakethe yaseVietnam futhi awuhlobo lwezithuthuthu ezithengiswa kakhulu. Ngokusho kweVietnam Association of Motorcycle Manufacturers (VAMM), iHonda Vision (scooters) kanye neHonda Wave Alpha (Underbone) yizithuthuthu ezimbili ezithengiswa kakhulu ngo-2022.
Isikhathi sokuthumela: Aug-04-2023