Mmaraka oa likoloi oa 2024, ea tsejoang e le mohanyetsi ea matla le ea phephetsang ka ho fetisisa.Karabo e hlakile - BYD.Ka nako e 'ngoe, BYD e ne e le molateli feela.Ka kholo ea likoloi tse ncha tsa lisebelisoa tsa matla Chaena, BYD e ile ea nka monyetla oa ho palama wave.Fuel koloi e busitseng mehla, thekiso ea selemo le selemo ea BYD ha e e-s'o kene ka har'a sehlopha ho feta milione e le 'ngoe.Nakong e ncha ea matla, ka mor'a thibelo e tiileng ea thekiso ea likoloi tsa mafura, BYD e imenne habeli thekiso ea eona ea selemo le selemo ho tloha ho 700 ho ea ho likoloi tse limilione tse 1,86 ka selemo se le seng feela.Ka 2023, theko ea thekiso ea BYD e ile ea nyolohela ho limilione tse 3, 'me phaello ea chelete e lebeletsoe ho feta li-yuan tse limilione tse likete tse 30. Hase feela hore, ho tloha 2022 ho ea ho 2023 ka lilemo tse peli tse latellanang, BYD e feta Tesla ka ho boloka mehloli ea matla a macha lefatšeng ka bophara. thekiso ea likoloi.Ho hlakile hore tlhahiso ea matla a macha a BYD le tekanyo ea ho bapatsa e kena mothating o mocha, ka nako e khuts'oane ha ho motho ea ka e bapisang." Joang ho otla BYD?"E lokela ho ba ntho eo mohlodisani e mong le e mong a lokelang ho nahana ka yona.Kahoo, ka 2024, BYD high-speed growth trend ke ea moshoelella?Na 'maraka o ntse o tsitsitse?Ke bahanyetsi bafe ba tla hlasela?
Kholo ea BYD e tla tsoa hokae ka 2024?
Haeba k'hamphani ea koloi e batla ho boloka kholo e tsitsitseng ea thekiso, e tlameha ho ba le lihlahisoa tsa Ivy ho tsitsisa poleiti ea motheo, 'me e tlameha ho tsoela pele ho sutumetsa e ncha le ho theha li-increments tse ncha.Bahlahlobisisi ba Gaishi Automotive Institute ba lumela hore thekiso ea BYD selemong sena, e leng motheo oa thekiso e ntseng e eketseha haholo-holo ho tsoa ho Equation leopardBrand, Dynasty le Ocean mefuta e 'meli ea mefuta e mecha le kholo e potlakileng ea mebaraka ea kantle ho naha.
Joalo ka ha bohle re tseba, leloko le maoatle a mabeli, ke tšiea e felletseng ea thekiso ea BYD.Ka 2023, Ocean Series e ile ea qala tlhaselo e matla, ea hlahisa mefuta e fapaneng ea likoloi tse ncha tse kang Dolphin le Seagull, tse theoletseng theko ea koloi ea motlakase e hloekileng ea BYD ho ea ka tlase ho li-yuan tse 80,000 le ho tsosolosa 'maraka oa li-yuan tse likete tse 100, ho tsoela pele ho hatella karolo ea kopanelo. likoloi tsa peterole ka theko e tšoanang hammoho le SAIC, GM, Wuling le mefuta e meng. Sheba letoto la leloko, sehlahisoa sa Huanxin se ntlafatsa ho mofuta oa 'mampoli, ha e le hantle, ke mokhoa o ipatileng oa ho bula mohlala oa phokotso ea theko (ho ipapisitsoe le molemo oa tekanyo ea litšenyehelo, ho etsa hore sehlahisoa se rekisoe ka theko e tlase).Mohlala, mathoasong a selemo se fetileng, mofuta oa 'mampoli oa Qing PLUS DMi, theko e theohetse ho li-yuan tse 100,000.Sena ke BYD ho 1 00000 - 2 00000 yuan Volkswagen pontšo ea 'maraka ho phatlalatsa ntoa.
Ho latela liphetho tsa thekiso, leano la leloko la borena le letoto la leoatle ha ho pelaelo hore le atlehile.Ka 2023, thekiso e kopaneng ea lihlopha tsena tse peli e fihlile ho li-unit tsa 2,877,400, keketseho ea 55.3% selemo le selemo.
Har'a bona, Seagulls, Qing PLUS, Yuan le mefuta e meng e chesang e rekisoang e rekisitse li-unit tse fetang likete tse 30 kapa esita le thekiso e phahameng, le mefuta e fapaneng e kang Han, Han, Don, Song le tse ling tse tsitsitseng ka li-unit tse fetang 10,000.Ho hlakile hore, ha ho bapisoa le lik'hamphani tse ling tsa likoloi, BYD e na le mefuta e fetang 10 ea "phatlo e phatlohileng" e tsitsitseng.Mabapi le keketseho, karolo ea karohano ea Setsi sa Lipatlisiso sa Likoloi sa Geist e boletse hore mefuta e mecha e kang Song L le Sea Lion e tla ba matla a maholo kholong ea thekiso ea lihlopha tse peli selemong sena.
Lengau le lecha la Equation, le lokollotsoeng ka Phato selemong se fetileng, le lona le lebelletsoe ho tlisa keketseho e potlakileng ea molumo selemong sena.Equation Leopard ke lets'oao la bone le phatlalalitsoeng ke BYD, le beha libaka tsa boitseanape tse ikhethileng.Ka Pulungoana selemong sona seo, mofuta oa pele oa Leopard 5 o thathamisitsoe, o theko e boima ho li-yuan tse 289,800 ho isa ho 352,800, 'me o se o tlisitsoe.
Ka litheko tse ntle, tumello ea mofuta o matla, 'me e phahamisitsoe kholong ea tlhokahalo ea basebelisi ba likoloi tse kantle ho tsela, theko ea thekiso ea Equation Leopard 5 e feta li-unit tse 5,000 khoeling ea pele e felletseng, e hapile ntoa ea pele, mme ho hakanngoa hore selemong sena. Thekiso e lebelletsoe ho tsoela pele.Ho feta moo, 'maraka oa kantle ho naha o tla boela e be matla a mang a kholo ea thekiso ea BYD.Selemo sa 2023 ke selemo sa ho ikopanya ha lichaba tsa lefatše ka BYD.Molula-setulo oa BYD Wang Chuanfu o kile a re, "Sepheo sa 2023 ke ho ikopanya ha lichaba tsa lefatše, BYD e 'nile ea e-ba ka thepa e tsoang linaheng tse ling le tlhahiso ea lehae litsela tse peli tsa ho ntšetsa pele leano la ho ikopanya ha lichaba tsa lefatše." Ke lilemo tse peli feela, khoebo ea likoloi tsa baeti ea BYD e kene Japane, Jeremane, Australia, Brazil, United Arab Emirates, hoo e ka bang linaha tse 60 le libaka.Ka matla a sehlahisoa a matla le ponahalo e phahameng (ho tloha ha thekiso ea 2022 ho feta FAW-Volkswagen, thekiso ea mose ho maoatle ea BYD e ntse e hōla ka potlako, e fihla ho li-unit tsa 240,000 ka 2023, makhetlo a 3.3 ka selemo, le BYD ke e 'ngoe ea tse etellang pele thekiso ea likoloi tsa mehloli ea matla linaheng tse ngata le libakeng tse ngata.
Selemong sena, BYD e ntse e tsoela pele ho potlakisa lebelo la ho bula limmaraka tsa mose ho maoatle.BYD semela sa Thailand se tla tloha se sebetsa le tlhahiso, se leng Europe semeleng sa Hungary, Amerika Boroa, semela sa Brazil le sona se tla qala kaho.Sena se bonts'a hore BYD butle-butle ka thekiso ea kantle ho naha ho ea sebakeng sa tlhahiso-leseling.Ha ho phetheloa lifeme le tlhahiso ea mose ho maoatle, BYD e tla fokotsa litšenyehelo le ho ntlafatsa tlholisano ea lihlahisoa 'marakeng oa lehae.Lithekiso tsa kantle ho naha tsa BYD li lebelletsoe ho feta likoloi tse likete tse 500 selemong sena, habeli ho tloha selemong se fetileng, bahlahlobisisi ba Gaia Automotive Research Institute forecast. .
Na khōlo e tla lieha selemong see?
Ho ipapisitsoe le kholo ea kakaretso ea thekiso ea matla a macha le kahlolo ea BYD ea nts'etsopele, BYD selemong se fetileng ho phethela sepheo sa thekiso ea limilione tse 3, ho lebelletsoe indastering.BYD ha e so phatlalatse sepheo sa thekiso ea 2024. Leha ho le joalo, ho ipapisitse le theko ea hona joale ea thekiso le sekhahla sa kholo ea BYD, mekhatlo e mengata e bolela esale pele thekiso le ts'ebetso ea eona ka 2024. Litaba tse akaretsang tsa mekha e mengata, indasteri ka kakaretso e lumela hore thekiso ea BYD ka 2024 e tla tsoela pele ho boloka kholo, empa boholo ba keketseho bo fapane.Shengang Securities e na le tšepo, e bolela esale pele hore ka ho kenella ha mehloli e mecha ea matla likoloi li ntse li eketseha, matla a tlhahiso a lokolloa ka potlako, le Dolphin DM-i, Song L, Teng Shi N7 / N8, Ha re sheba ho fihlela ho U8/ U9, Leopard 5 le likoloi tse ling tse ncha li se li qalile 'marakeng, BYD e ntse e tsoela pele ho potoloha lihlahisoa tse ncha, thekiso ea 2024 e lebelletsoe ho feta li-unit tse limilione tse 4, keketseho ea ho feta 30% ho feta. nako e tšoanang selemong se fetileng.
Setsi sa Lipatlisiso sa Likoloi sa Gaishi se hlokolosi haholoanyane, se lebeletsoe ka thekiso ea 2024 ea limilione tse 3.4 ho ea ho limilione tse 3.5 kapa ho feta, keketseho ea hoo e ka bang 15%, "sena se kenyelletsa thekiso ea thepa ea thepa."Bahlahlobisisi ba bontšitse hore sena se ipapisitse le ts'ebetso ea thekiso ea BYD likhoeling tsa morao tjena, ha e le hantle, "ho tloha halofong ea bobeli ea selemo se fetileng, kholo ea lehae ea BYD e bile botsoa haholo." Joalo ka ha u bona, sepheo sa thekiso ea BYD ea 2023 ea likoloi tse limilione tse 3 e ne e le. e sa finyelloang ho fihlela khoeling e fetileng, 'me e ile ea qetella e e-na le likoloi tse ling tse 20,000. E le ho finyella sepheo sa thekiso e behiloeng ka 2023, hangata BYD e fetola litheko halofo ea bobeli ea selemo.Leha ho le joalo, ho tsoa maemong a thekiso ea li-terminal, ha ho na ntlafatso e kholo haholo.Lintlha tsa thekiso ea terminal li bonts'a hore ho tloha ka Phuptjane ho isa ho Pulungoana, bophahamo ba inshorense ea BYD bo batla bo tsitsitse, bo tsitsitse ho likoloi tse ka bang likete tse 230."Sena se bontša hore papatso ea ho fokotsa theko e tsitsitse feela thekiso, empa ha ea ka ea tlisa kholo e kholo," mohlahlobi o itse.
Ho sa le joalo, BYD e tobane le khatello e holimo.Tlas'a tšusumetso ea bahlolisani ba kang lefats'e la lipotso, ts'ebetso ea 'maraka ea Biadihan e bonahala e fokola.Ka 2023, Letoto la Han le bile le likoloi tse likete tse 228, ho tloha ho tse likete tse 270 selemong se fetileng.Boitšoaro ba 'maraka ba N7 le N8 le lihlahisoa tse ling tse thathamisitsoeng ke Teng Potential le tsona ha li tlase ho feta kamoo ho neng ho lebelletsoe,' me karolelano ea khoeli le khoeli ea thekiso ea theko e pota-pota likoloi tse 1,000, e ntse e tšehetsoa ke D9. Bakeng sa lihlopha tse peli tsa Ocean le Dynasty, bahlahlobisisi ba Gaius Automotive Research. Setsi se lumela hore mefuta e teng ea BYD e ntseng e phatloha e kang Qin, Song, Han, yuan, seagull, joalo-joalo, ts'ebetso ea selemo sena 'marakeng oa lehae, e lebelletsoe ho boloka boemo ba hona joale ba khoeli le khoeli ba thekiso kapa ho fokotseha ho fokolang, ho ke keng ha hlola ho fana ka eona. keketso e ngata bakeng sa lets'oao.Ha e le ho sheba lets'oao, ho latela boemo ba lona ba theko ea boemo ba milione, ha se morero oa ho nka molumo.Lintlha li bontša hore ka December selemong se fetileng, 1500 U8 e ile ea fanoa khoeling ea pele.Ha ho bapisoa le monehelo oa thekiso, ho sheba thuso ea BYD ho bonahala haholoanyane maemong a phahamiso ea brand up le phaello ea phaello. .Bahlahlobisisi ba mekhatlo ba bolela esale pele hore phaello ea BYD ka 2024 e ka ba li-yuan tse fetang limilione tse likete tse 40, e leng keketseho e fetang limilione tse likete tse 100 ho feta selemong se fetileng, keketseho ea hoo e ka bang 30%, ha e bapisoa le lilemo tse peli tse fetileng e fokotsehile haholo.
Ho thibelloa ka likhoka?
Ha ho bapisoa le thekiso ea hona joale ea lisebelisoa tsa motlakase tsa malapeng le karolo ea 'maraka ea lik'hamphani tse kholo tsa likoloi tsa malapeng, BYD e ntse e le moetapele, boemo ba eona bo ka sehloohong bo tla ba thata ho sisinyeha ka nako e khutšoanyane.Ho latela Mokhatlo oa Chaena oa Baetsi ba Likoloi, BYD feela. e ikarabella bakeng sa liperesente tse 35 tsa thekiso ea thekiso ea likoloi tse ncha tsa matla, e lateloe ke Tesla Motors China, e etsang liperesente tse 8 feela, le GAC AEON, Geely Automobile le SAIC-GM-Wling, tse etsang karolo ea 6 feela lekholong. Hajoale, ha ho na lik'hamphani tsa likoloi ka nako e khuts'oane le mohanyetsi oa BYD," bahlahlobisisi ba bang ba boletse.Empa o lumela hore BYD likarolong tse sa tšoaneng tsa 'maraka le mefuta e fapaneng ea theko e boetse ke khatello e kholo ea tlhōlisano.
Ka mohlala, 100,000 ho ea ho 150,000 yuan Volkswagen e tla ba sepheo se seholo sa mehloli e mecha ea matla ka 2024. Lekhotla la Likoloi tsa Motlakase tsa China 100 le bolela esale pele hore theko ena ea theko e tla ba sebaka sa bohlokoa sa kgolo bakeng sa likoloi tse ncha tsa mehloli ea matla lilemong tse peli tse tlang, e leng e lebelletsoeng ho kenya letsoho karolo ea boraro ea keketseho.Sena se boetse se bolela hore tlhōlisano 'marakeng ona e tla ba bohale le ho feta.Ha e le hantle, ka 2023, lik'hamphani tse ngata tsa likoloi li ile tsa qala ho qobella' maraka oa Volkswagen, lihlahisoa tse ncha kapa lihlahisoa tse sa khaotseng.Batho ba bacha ba kenyelletsa letoto la Chery Fengyun, Geely GalaxySeries, Changan Kaiyuan letoto le bahlolisani ba bang ba matla.Ka nako e ts'oanang, lihlahisoa tsa khale tse kang Ian le Deep Blue li boetse li potlakisa ho qala likoloi tse ncha ho kopanya kapa ho atolosa karolo ea bona ea 'maraka karolong ena ea' maraka. litsela tsa tekheniki tse kang plug-in hybrid, sebaka se atolositsoeng, le motlakase o hloekileng.Tlas'a semelo se matla sa Sehlopha, mefuta e mengata e mecha kapa mefuta e mecha e na le tlholisano e matla ea 'maraka.Mohlala, letoto la Geely Galaxy le lokollotse halofo ea selemo, thekiso ea khoeli le khoeli e tsitsitse ho feta likete tse leshome.Lihlahisoa tsena li tlamehile ho hapa karolo ea BYD ea likarolo tsa 'maraka tse amehang, ho latela bahlahlobisisi ba Gaishi Automotive Research Institute.'Maraka o phahameng oa li-yuan tse fetang likete tse 250, BYD ha e boreleli joalo ka ha ho nahanoa.Ho fokotseha ha thekiso ea letoto la Han le ts'ebetso e mpe ea N7 / N8 e ka bonoa.Ka lehlakoreng le leng, liodara tse ncha tsa M7 li feta 120 thousand units ‘me tse ncha tsa M9 li robile 30,000 units.Kakaretso ea khoeli le khoeli ea thekiso ea lihlopha tse loketseng tsa L e ile ea phunyeletsa li-unit tsa 40000. Boemo bo ka sehloohong ba Tengshi D9 marakeng oa mehloli e mecha ea matla a MPV e ka ba thata ho boloka nako e telele.Ka mofuta oa plug ea Buick GL8 e haufi le ho thathamisoa le ho fanoa, 'me matla a Wei Brand Mountain, mehlala ea Small Pengs X9 e kene tlhōlisanong, boemo ba eona ba 'maraka kapa bo tla sokeloa.Lengau le lona le tlas'a khatello ea tlhōlisano.Hajoale, mofuta o ikemetseng ke 'maraka oa likoloi tse chesang tse tsoang tseleng.IRui Consulting e boletse hore ka liphetoho tsa tlhokahalo ea bareki, 'maraka oa SUV, haholo-holo "SUV e khanyang ea naha ho ea ho mokhoa o ka sehloohong."Ho ea ka lipalo-palo tse sa fellang tsa Gaeshi Automobile, lihlahisoa tse fetang 10 tsa SUV tse tšelang naha li tla kena 'marakeng ka 2023. Ho feta moo, ho na le mefuta ea litanka e lemmeng karolo ena ea mmaraka haholo.Ho ea ka bashebelli ba sebetsanang le mosebetsi oa ho fetola litsela, mochine oa tanka o ratoa haholo ke basebelisi ba likoloi tse sa tsamaeeng, "basebelisi ba bangata ba rekisa likoloi tse tsoang linaheng tse ling, ba reteleha 'me ba reka tanka ea 300."Ka 2023, mofuta oa tanka o rekisitse likoloi tse likete tse 163.Ts'ebetso ea morao-rao ea Leopard joalo ka mocha e sa ntse e tla netefatsoa ke 'maraka.
Sefahleho sa sera se pota-potileng, BYD sebakeng sa 'maraka oa motse-moholo le sona se ameha.Bahlahlobisisi ba Citigroup ba sa tsoa theola sepheo sa bona sa theko ea BYD ho ea ho HK $463 ka kabelo ho tloha ho HK $602 ka kabelo, Bloomberg e tlaleha.Ba lumela hore kholo ea thekiso ea BYD le menyetla ea phaello e ka ba tlas'a khatello ha tlholisano e ntse e tota China.Citigroup e boetse e theotse ponelopele ea eona ea thekiso bakeng sa BYD selemong sena ho likoloi tse limilione tse 3. 68 ho tloha ho limilione tse 3.95. Theko ea kabelo ea BYD e theohile ka liphesente tse 15 ho tloha bohareng ba November 2023, ho latela setsi.Hona joale, boleng ba 'maraka oa BYD hoo e ka bang li-yuan tse limilione tse likete tse 540, ha li bapisoa le nako e tšoanang selemong se fetileng e ile ea fetoha mouoane li-yuan tse limilione tse likete tse 200. Mohlomong ke' maraka oa malapeng o chesang haholo oo BYD e potlakisang katoloso ea oona mose ho maoatle lilemong tsa morao tjena.Ka melemo ea litšenyehelo le matla a matla a sehlahisoa, hammoho le papatso ea ponahalo ea lefats'e, BYD e leoatleng.E ka ba sebete hakanya, haeba BYD esita le Sechaena theko ea likoloi ka nka leoatleng la menyetla e mecha ea mehloli ea matla, ho tsoaloa ha "Volkswagen kapa Toyota" e le 'ngoe kapa ho feta "Volkswagen kapa Toyota" seqhenqha sa moetsi oa likoloi lefatšeng ka bophara, ho ke ke ha khoneha.
Nako ea poso: Jan-29-2024