Imoto kagesi enesivinini esiphansi iye yathuthukiswa iminyaka eminingi, futhi isikwazi ukuthuthuka kuze kube manje ngenxa yokuthi ihambisane nezidingo zokuthuthukiswa komphakathi kanye nokuthuthukiswa kwezimboni.Ngakolunye uhlangothi, idinga amathuluzi okuthutha amabanga amafushane afaneleka kakhulu.Ngakolunye uhlangothi, ukuthuthukiswa kwezimoto zikagesi kuhamba ngokugcwele, ukushayela imboni yezimoto zikagesi ezisezingeni eliphansi.Kungakhathaliseki ukuthi ikusasa lithuthuka kanjani, izimoto zikagesi ezihamba kancane ziye zangena ngempela ekuphileni kwabantu abaningi futhi azihlukaniseki.
NgoJanuwari walo nyaka, ngesikhathi isimo semakethe sishubile, u-Yang Dong, ophethe i-Ningquan Capital, eyaziwa ngokuthi "unembeza wemboni," ukhumbuze abatshalizimali ukuthi baqaphele ubungozi bomkhakha wezimoto zamandla omusha ophihliziwe. .Ngemuva kweholidi elide loNyaka Omusha waseShayina, imakethe ibe noshintsho olukhulu, kanti umkhakha wezimoto zamandla omusha uholele ekuncipheni.Ngokubuya kwamanje komkhakha wezimoto ezintsha zamandla, imakethe nayo isiqalile ukuhlola izinga elihambisanayo lamathuba nobungozi.
"Ukwanda kwakamuva emkhakheni wezimoto ezintsha zamandla kuwukufezeka kwamathemba aphezulu kakhulu esikhathini sokuqala."Umphathi wesikhwama sase-Beijing uhlaziye ukuthi emakethe ekhulayo yomkhakha wezimoto zamandla amasha ngaphambi koMkhosi Wasentwasahlobo, inhlangano isekelwe ethanini ngalinye le-lithium hydroxide yebhethri.Intengo ye-yuan engu-100 000 bekulindeleke ukuthi icatshangwe, futhi kamuva kwatholakala ukuthi ukuqagela kwase kweqile.Ngaphezu kwalokho, imakethe ingenise izinguquko ezinkulu ngemva kweholide Lomkhosi Wasentwasahlobo, ngakho izintengo zesitoko zezinkampani ezihlobene zibe noshintsho olukhulu.Kodwa-ke, uma sibheka izitayela zamanani zakamuva, intengo ye-lithium hydroxide ngethani idlule amayuan angama-90,000, futhi intengo ye-lithium hexafluorophosphate nayo ikhuphuke ngendlela emangalisayo.Ngakho-ke, izimali ezivela emithonjeni ehlukahlukene seziqalile ukubamba iqhaza ngamandla amakhulu, futhi amasheya amaningi afinyelele phezulu.
Umhlaziyi we-China Merchants Securities, u-Zhang Xia, uthe ngokombono wezitayela zemboni, izimoto ezisebenza ngogesi ezihlakaniphile zizoletha ukukhula kwezabelo zemakethe ngokushesha eminyakeni emi-5 kuya kweyishumi ezayo.Isabelo semakethe kulindeleke ukuthi sikhuphuke sisuka ku-10% siye ku-88%, kanti izinkampani ezisohlwini ezihambisanayo zizoba zikhulu kakhulu.Amathuba okutshala imali.“Njengoba sekungene izikhondlakhondla ze-inthanethi ezifana ne-Yunlong, izimoto zikagesi ze-EEC zizogcina sezishintshile zibe izimoto ezihlakaniphile, nezixazululo ezintsha zokushayela ezizimele zizokwenza ulwazi lokushayela lube ngcono.Njengamanje, abathengi bathenga okuningi ngokombono wesidingo kunokuba bathenge uxhaso.“
U-Zhang Xia uthe izimboni eziningi zinomthetho owu-10% ohlelweni lokuthuthukiswa.Uma izinga lokungena selingaphezu kuka-10%, kuzoba nomphumela wezwi, futhi ukusetshenziswa kuzokhula ngokushesha.Abakhiqizi bazophinde balungise ukwakheka komkhiqizo ngesikhathi ngokwezidingo zabasebenzisi, ukuze izinga lokungena likhuphuke ngokushesha lifinyelele cishe ku-80%.Lokhu ukuqhuma kwezimboni.“Kusukela ngo-2021 noma ngonyaka ozayo, uchungechunge lwemboni yokushayela ngobuhlakani kagesi kungenzeka ludale ukuqhuma okukhulu.Abaholi bezingxenye zemboni, okuhlanganisa amabhethri nezingxenye, bazoba namathuba amakhulu okutshala izimali.”
NgokukaFu Juan, umphathi weShenwanlingxin Star Fund, eminyakeni emihlanu edlule, izimoto ezintsha ezisebenza ngamandla zixazulule izinkinga zehardware njengamabhethri.Eminyakeni emithathu kuya kwemihlanu ezayo, bazoxazulula izinkinga “zengqondo” zezimoto, okuhlanganisa nezinhlelo zokusebenza zezimoto, amakhamera ezimoto, nemishini ehlakaniphile.I-Cockpit njll. “Imoto yesikhathi esizayo iyikhompuyutha enkulu, futhi isici esikhulu kunazo zonke sobuhlakani bemoto ukuhlukaniswa kwesoftware nehardware.Ngokombono wokutshalwa kwezimali, lo nyaka kulindeleke ukuthi kube unyaka wokuqala wokwakhiwa kwezimoto ezincane ezisebenza ngogesi.”
Ngokombono wesiqondiso sokuhlela, ngaphezu komkhakha webhethri ovamile, inhlangano yaqala ukugxila endabeni yokwenza izimoto zihlakaniphe kakhulu, ikakhulukazi emkhakheni wezimoto, kuhlanganise ne-EEC lens yemoto kagesi, i-EEC electric car display, kanye ne-EEC kagesi. ukucubungula imoto.
Isikhathi sokuthumela: Jul-13-2021