2024 suuqa baabuurta, kaas oo loo aqoonsaday inuu yahay ka soo horjeeda ugu xoogan uguna adag. Jawaabtu waa iska caddahay -BYD.Hal mar bay BYD ahaa raace. Iyada oo kobaca baabuurta tamarta cusub ee Shiinaha, BYD qabtay fursad ay ku fuulaan mowjadda. Baabuurka shidaalka u badan yahay era, BYD iibka sanadlaha ah ma gelin naadiga in ka badan hal milyan. Xilliga tamarta cusub, ka dib markii la mamnuucay iibinta baabuurta shidaalka, BYD waxay labanlaabtay iibkeeda sanadlaha ah ee 700 kun ilaa 1.86 milyan oo baabuur hal sano gudaheed. 2023, mugga iibka ee BYD wuxuu ku booday 3 milyan, faa'iidada saafiga ah ayaa la filayaa inay dhaafto 30 bilyan yuan. Kaliya maahan, laga bilaabo 2022 ilaa 2023 laba sano oo isku xigta, BYD wuxuu ka badan yahay Tesla inuu si joogto ah ugu sarreeyo iibka agabka tamarta cusub ee caalamiga ah. Sida iska cad, wax soo saarka tamarta cusub ee BYD iyo miisaanka suuqgeyntu waxa ay gelaysaa marxaladda cusub, muddo gaaban gudaheed cidina ma barbar dhigi karto. "Sidee loo garaacaa BYD?" Waa in ay noqotaa wax uu tartame kastaa ka fikiro Suuqa weli ma xasiloon yahay? Mucaaradkee ayaa weerari doona?
Halkee ayuu kobaca BYD ka iman doonaa 2024?
Haddii shirkad baabuur ahi ay rabto inay ilaaliso kobaca joogtada ah ee iibka, waa inay lahaataa alaabada Ivy si ay u dejiso saxanka saldhigga, waana inay sii wadaa inay riixdo cusub oo abuurto koror cusub. Falanqeeyayaasha Machadka Gaishi Automotive Institute waxay aaminsan yihiin in iibka BYD sanadkan, udub dhexaadka iibka korodhka ah inta badan laga bilaabo Equation leopardBrand, Dynasty iyo Ocean laba taxane ah oo noocyo cusub ah iyo kobaca degdega ah ee suuqyada dhoofinta.
Sida aynu wada ognahay, boqortooyo iyo badweyn laba taxane ah, waa tiirka dhabta ah ee iibka BYD. Sannadkii 2023-kii, Taxanaha Badweynta ayaa qaaday weerar xooggan, iyagoo bilaabay noocyo kala duwan oo baabuur cusub ah sida Dolphin iyo Seagull, kuwaas oo hoos u dhigay qiimihii gaadhiga korontada ee BYD ee saafiga ah 80,000 yuan iyo dib-u-dhiska suuqa 100 kun ee yuan, oo sii tuujinaya saamiga baabuurta shidaalka ee wadajirka ah isla qiimahaas oo ay la socdaan taxanaha SAIC, GM dysty, GM. Huanxin cusboonaysiinta nooca horyaalka, dhab ahaantii, waa qaab la qarinayo oo lagu furayo qaabka dhimista qiimaha (oo ku salaysan faa'iidada miisaanka kharashka, samaynta alaabta iibiso jaban). Tusaale ahaan, horraantii sannadkii hore, nooca horyaalka Qing PLUS DMi, qiimuhu wuxuu hoos ugu dhacay 100,000 yuan heerka. Tani waa BYD ilaa 1 00000 - 2 00000 yuan suuqa Volkswagen si loogu dhawaaqo dagaal.
Marka la eego natiijooyinka iibka, istaraatiijiyadda taxanayaasha iyo taxanaha badda waa shaki la'aan guul. 2023, isku darka iibka labada taxana waxa uu gaadhay 2,877,400 unug, korodhka 55.3% sanadba sanadka ka dambeeya.
Waxaa ka mid ah, Seagulls, Qing PLUS, Yuan iyo noocyada kale ee iibinta kulul waxay iibiyeen in ka badan 30 kun oo unug ama xitaa iibka sare, iyo noocyo kala duwan oo ah sida Han, Han, Don, Song iyo kuwo kale oo deggan in ka badan 10,000 oo unug. Sida iska cad, marka la barbardhigo shirkadaha kale ee baabuurta, BYD in ka badan 10 nooc oo ah saxan saldhig oo deggan "qarax". Marka la eego korodhka, qaybta qaybta Geist Automobile Research Institute ayaa sheegtay in moodooyinka cusub sida Song L iyo Sea Lion ay noqon doonaan xoogga ugu muhiimsan ee kobaca iibka ee labada taxane sanadkan.
Leopard-ka cusub ee Equation Leopard, oo la sii daayay bishii Agoosto ee sannadkii hore, ayaa sidoo kale la filayaa inuu keeno koror degdeg ah oo mugga sanadkan. Equation Leopard waa summada afraad ee ay soo saarto BYD, meelaynta meelaha khibradda gaarka ah leh. Bishii Nofembar ee isla sanadkaas, moodelkii ugu horreeyay ee Leopard 5 ayaa la taxaabay, isagoo qiimihiisu ahaa 289,800 ilaa 352,800 yuan, waana la keenay.
Iyada oo qiimaha macquulka ah, taageerada sumadda xooggan, iyo kor u kaca kobaca baahida isticmaalaha ee baabuurta ka baxsan wadada, mugga iibka ee Equation Leopard 5 ayaa dhaaftay 5,000 cutub bishii ugu horeysay, isagoo ku guuleystay dagaalkii ugu horreeyay, waxaana la saadaaliyay in iibka sanadkan la filayo inuu sii socdo. Intaa waxaa dheer, suuqa dhoofinta ayaa sidoo kale noqon doona xoog kale oo kobaca iibka BYD. Sannadka 2023 waa sannadkii ay BYD caalimaysay. Guddoomiyaha BYD Wang Chuanfu ayaa mar yiri, "Diirada 2023 waa caalamiyeynta, BYD ayaa iyada oo dhoofinta iyo wax soo saarka maxalliga ah laba waddo si kor loogu qaado istaraatijiyad caalamiyeynta." Kaliya laba sano, BYD ganacsiga baabuurta rakaabka ayaa soo galay Japan, Germany, Australia, Brazil, United Arab Emirates, ku dhawaad 60 dal iyo gobolo. Iyada oo xoog wax soo saarka xoog leh iyo muuqaal sare (ilaa iibka 202-2 gen FAO) si degdeg ah ayey u korayaan, iyagoo gaaraya 240,000 unug sanadka 2023, ilaa 3.3 jeer sanadkiiba, BYD waxay safka hore kaga jirtaa iibka baabuurta cusub ee tamarta ee wadamo iyo gobolo badan.
Sannadkan, BYD waxay sii wadaa inay dardargeliso xawaaraha furitaanka suuqyada dibadda. Warshada BYD ee Thailand ayaa dhawaan shaqayn doonta iyo soo saarista, oo ku taal Yurub ee warshadda Hungary, Koonfurta Ameerika, warshada Brazil ayaa sidoo kale bilaabi doonta dhismo. Tani waxay tusinaysaa in BYD uu si tartiib tartiib ah u dhoofiyo ganacsiga una dhoofiyo wax soo saarka gudaha. Marka la dhammeeyo warshadaha dibadda iyo wax soo saarka, BYD waxay sii yareyn doontaa kharashaadka, kor u qaadi doonta tartanka badeecadaha ee suuqa maxalliga ah. Iibka dibedda ee BYD ayaa la filayaa inuu dhaafo 500 kun oo baabuur sanadkan, labanlaabantay sannadkii hore, falanqeeyayaasha Machadka Cilmi-baarista Gaia Automotive Saadaasha.
koritaanku ma hoos u dhici doonaa sanadkan?
Iyada oo ku saleysan kobaca iibka guud ee tamarta cusub iyo BYD xukunkeeda cabirka horumarinta, BYD sanadkii hore si loo dhamaystiro bartilmaameedka iibka ee 3 milyan, ayaa laga filayaa warshadaha. BYD ayaa weli ku dhawaaqay bartilmaameedka iibka ah ee 2024. Si kastaba ha ahaatee, oo ku salaysan BYD ee saldhiga iibka hadda iyo heerka koritaanka, tiro ka mid ah wakaaladaha saadaaliyay ay iibka iyo waxqabadka 2024.Comprehensive wararka xisbiyada badan, warshadaha guud ahaan waxay aaminsan yihiin in iibka BYD ee 2024 sii wadi doonaa si ay u ilaaliyaan koritaanka, laakiin size ee kordhinta waa ka duwan yahay. kor u kaca, awoodda wax soo saarka si degdeg ah u sii deynaya, iyo Dolphin DM-i, Song L, Teng Shi N7 / N8, Raadinta ilaa U8 / U9, Leopard 5 iyo baabuur kale oo cusub ayaa lagu soo bandhigay suuqa, BYD sii wadaan in wareegga horumarinta alaabta cusub, 2024 iibka ayaa la filayaa in ay ka badan 4 million units, koror ka badan 3 sano ee la soo dhaafay.
Machadka Cilmi-baarista Gaishi ayaa aad u taxaddar badan, waxaa la filayaa 2024 iibinta 3.4 milyan ilaa 3.5 milyan ama wax ka badan, koror ku saabsan 15%, "tani waxaa ku jira iibka dhoofinta." Falanqeeyayaasha ayaa tilmaamay in tani ay ku saleysan tahay waxqabadka iibka ee BYD bilihii la soo dhaafay, dhab ahaantii, "Laga soo bilaabo qeybtii labaad ee sanadkii hore, kobaca gudaha ee BYD ayaa si weyn hoos ugu dhacay."Sida aad arki karto, bartilmaameedka iibka BYD ee 2023 ee 3 milyan oo baabuur ayaan la gaarin ilaa bishii u dambeysay, wuxuuna ku dhamaaday 20,000 oo baabuur iib ah, si loo gaaro qiimaha iibka 2 ee joogtada ah. qeybtii labaad ee sanadka. Si kastaba ha ahaatee, laga bilaabo xaaladda iibka terminaalka, ma jiraan wax horumar ah oo la taaban karo. Xogta iibka gabogabada waxay muujinaysaa in laga bilaabo Juun ilaa Noofambar, mugga caymiska terminalka BYD uu yahay mid deggan, oo deggan ilaa 230 kun oo baabuur. "Tani waxay ka tarjumaysaa in kor u qaadista qiimaha dhimista ay dejisay iibka oo kaliya, laakiin ma keenin koboc weyn," ayuu yidhi falanqeeyaha.
Dhanka kale, BYD, waxay wajaheysaa cadaadis sare. Marka la eego saameynta tartamayaasha sida adduunka su'aalaha, waxqabadka suuqa ee taxanaha Biadihan wuxuu u muuqdaa mid daciif ah. Sannadkii 2023, Taxanaha Han wuxuu gaadhay 228 kun oo baabuur, taasoo hoos uga dhacday 270 kun sannadkii hore. Dareen-celinta suuqa ee N7 iyo N8 iyo alaabooyinka kale ee ku qoran Teng Potential ayaa sidoo kale ka yar sidii la filayay, iyo celceliska iibka celceliska bishiiba wuxuu dulsaarayaa gawaarida 1,000, oo wali ay taageerayaan D9.For labada taxane ee Badweynta iyo Dynasty, falanqeeyayaasha Machadka Cilmi-baarista Gaius Automotive waxay aaminsan yihiin in BYD ee hadda jira moodooyinka qarxa ee asaasiga ah sida Qin, Song, Han, Yuan, suuqa sanadka, suuqa seagull, iwm. Ilaali heerka iibka billaha ah ee hadda jira ama hoos u dhac yar, ma bixin karto wax badan oo dheeraad ah oo ku saabsan calaamadda. Marka la eego calaamadda, marka la eego meelaynta qiimaha heerka milyan, maaha ujeedada qaadashada mugga. Xogtu waxay muujinaysaa in bishii Disembar ee sannadkii hore, 1500 U8 la keenay bishii ugu horreysay. Marka la barbar dhigo wax ku biirinta iibka, raadinta caawinta BYD waxay aad uga muuqataa heerka sare u kaca iyo faa'iidada heerka kor u qaadida. Falanqeeyayaasha wakaalada ayaa saadaaliyay in faa'iidada saafiga ah ee BYD ee 2024 ay noqon karto in ka badan 40 bilyan yuan, koror ka badan 100 bilyan sanadkii hore, koror ku saabsan 30%, marka la barbar dhigo labadii sano ee hore ay si weyn hoos ugu dhacday.
Xoog lagu go'doomiyay?
Marka la barbardhigo iibka baabuurta cusub ee tamarta gudaha ee hadda jira iyo saamiga suuqa ee shirkadaha waaweyn ee baabuurta gudaha, BYD ayaa weli ah hogaamiyaha, booska hogaaminaya way adkaan doontaa in la ruxo muddada gaaban. Sida laga soo xigtay Ururka Shiinaha ee Soosaarayaasha Baabuurta, BYD oo keliya ayaa xisaabiya 35 boqolkiiba iibka tafaariiqda cusub ee khayraadka tamarta tamarta cusub baabuurta rakaabka, oo ay ku xigto Tesla Motors China, taas oo xisaabisa oo kaliya GAC 8 iyo Gly8 Automobile. SAIC-GM-Wuling, taas oo xisaabisa kaliya 6 boqolkiiba." Hadda, ma jiraan shirkado baabuur waqti gaaban iyo BYD xafiiltamaan," falanqeeyayaasha qaarkood ayaa tilmaamay. Laakiin wuxuu aaminsan yahay in BYD ee qaybaha kala duwan ee suuqa iyo kala duwanaanta qiimaha kala duwan ay sidoo kale tahay cadaadis weyn oo tartan ah.
Tusaale ahaan, 100,000 ilaa 150,000 yuan Volkswagen ayaa noqon doona diiradda ugu weyn ee ilaha tamarta cusub ee 2024. Shiinaha 100 Golaha Gaadiidka Korontada ayaa saadaaliyay in qiimahan qiimaha uu noqon doono meel muhiim ah oo koritaanka baabuurta cusub ee tamarta labada sano ee soo socota, kaas oo la filayo in uu ku biiriyo saddex meelood meel ka mid ah kororka. Tani waxay sidoo kale ka dhigan tahay in tartanka suuqani uu noqon doono mid aad u adag. Dhab ahaantii, 2023, shirkado badan oo baabuur ayaa bilaabay inay ku qasbaan suuqa Volkswagen, noocyo cusub ama alaabooyin si joogto ah u qulqulaya. Soo galayaasha cusub waxaa ka mid ah taxanaha Chery Fengyun,Geely GalaxySeries, Changan Kaiyuan taxane ah iyo kuwa kale oo xoog leh. Isla mar ahaantaana, noocyada hore sida Ian iyo Deep Blue waxay sidoo kale dardargelinayaan soo saarista gawaarida cusub si ay u xoojiyaan ama u ballaariyaan saamigooda suuqa ee qaybta suuqan. Shirkadaha baabuurta ee kor ku xusan ma aha oo kaliya inay si degdeg ah u riixaan, laakiin sidoo kale waxay daboolaan noocyo kala duwan oo farsamooyin ah sida isku-dhafka isku-dhafka ah, kala duwanaanta, iyo koronto saafi ah. Marka la eego asalka xooggan ee Kooxda, magacyo badan oo cusub ama moodallo cusub ayaa leh tartan suuqeed xooggan. Tusaale ahaan, taxanaha Geely Galaxy oo la sii daayay nus sano, iibka billaha ah waa mid deggan in ka badan toban kun. Noocyadan waxay ku qasban yihiin inay qabtaan saamiga BYD ee qaybaha suuqa ee khuseeya, sida ay qabaan falanqeeyayaasha Machadka Cilmi-baarista Gaishi Automotive.Suuqa-dhamaadka sare ee in ka badan 250 kun yuan, BYD maaha mid fudud sida la malaynayo. Hoos u dhaca iibinta taxanaha Han iyo waxqabadka liita ee N7 / N8 waa la arki karaa. Taas bedelkeeda, dalabka cusub ee M7 wuxuu dhaafiyay 120 kun oo unug halka dalabka cusub ee M9 uu jabiyay 30,000 oo unug. Wadarta iibka billaha ah ee taxanaha L ee ku habboon ayaa jabiyay cutubyada 40000. Tengshi D9 ee booska hogaaminaya ee MPV-ga cusub ee agabka tamarta ayaa laga yaabaa inay adagtahay in la ilaaliyo muddo dheer. Iyada oo nooca Buick GL8 Plug ay ku dhowdahay in la liis gareeyo oo la keeno, iyo xoogga Wei Brand Mountain, moodooyinka yaryar ee Pengs X9 ayaa soo galay tartanka, booskeeda suuqa ama waa la hanjabay. Leopard sidoo kale wuxuu ku jiraa cadaadis tartan. Waqtigan xaadirka ah, astaanta madax-bannaani waa suuqa baabuurta ee ka baxsan waddada. IRui Consulting ayaa sheegay in isbeddel ku yimid baahida macaamiisha, suuqa SUV, gaar ahaan "SUV-ka isdhaafsiga ah ee fudud ee isbeddelka ugu weyn." Marka loo eego tirakoobka qaybeed ee Gaeshi Automobile, in ka badan 10 badeecado SUV-da ah ayaa suuqa geli doona sanadka 2023. Waxa intaa dheer, waxaa jira noocyo taangiyo ah oo si qoto dheer u beeray qaybtan suuqa. Sida laga soo xigtay goobjoogayaasha ku hawlan shaqada wax ka beddelka wadada ka baxsan, sumadda taangiga ayaa aad caan u ah isticmaalayaasha baabuurta wadada ka baxsan, "isticmalaalayaal badan ayaa iibiya baabuurta dibadda laga keeno, way soo jeesteen oo iibsadeen taangiga 300." 2023, sumadda taangiga waxay iibisay 163 kun oo baabuur. Waxqabadka daba-galka ah ee Leopard sida soo-gale-ahaan weli suuqu ma xaqiijin.
Wajiga cadawga ku xeeran, BYD ee suuqa caasimada ayaa sidoo kale saameeya. Falanqeeyayaasha Citigroup ayaa dhawaan hoos u dhigay bartilmaameedkooda qiimaha BYD ilaa HK $463 saamigii laga soo qaatay HK $602 saamigiiba, Bloomberg ayaa werisay. Waxay aaminsan yihiin kobaca iibka ee BYD iyo faa'iidada faa'iidada ay la kulmi karaan cadaadis marka tartanka Shiinaha uu sii xoogeysto. Citigroup ayaa sidoo kale hoos u dhigtay saadaasha iibka ee BYD sanadkan ilaa 3. 68 milyan oo baabuur halka 3.95 milyan. Waqtigan xaadirka ah, qiimaha suuqa ee BYD qiyaastii 540 bilyan yuan, marka la barbar dhigo isla muddadaas sannadkii hore 200 bilyan yuan. Laga yaabee inay tahay suuqa gudaha ee kulaylka badan ee BYD ay dardargelisay ballaarinta dibadda sannadihii la soo dhaafay. Iyada oo leh faa'iidada kharashka iyo xoogga alaabta xoogga leh, iyo sidoo kale horumarinta muuqaalka caalamiga ah, BYD waxay ku jirtaa badda. Waxay noqon kartaa qiyaas geesinimo leh, haddii BYD iyo xitaa qiimaha baabuurta Shiinaha ay qabsan karaan badda fursadaha kheyraadka tamarta cusub, dhalashada mid ama in ka badan "Volkswagen ama Toyota" sida shirkad caalami ah oo soo saarta baabuurta, ma aha wax aan macquul ahayn.
Waqtiga boostada: Jan-29-2024