Ka dib markii mugga dhoofinta uu booday kaalinta labaad ee adduunka markii ugu horreysay bishii Agoosto, waxqabadka dhoofinta baabuurta ee Shiinaha ayaa gaadhay heer sare bishii Sebtembar. Waxaa ka mid ah, haddii ay tahay wax-soo-saarka, iibinta ama dhoofinta, baabuurta tamarta cusub waxay sii wadaan inay sii wadaan isbeddelka koritaanka "hal fuulida boodhka".

Dadka u dhuun daloola wershadaha ayaa sheegay in dhoofinta baabuurta tamarta cusubi ay noqotay wax lagu farxo warshadaha baabuurta ee dalkayga, waxaana si xawli ah kor ugu kacay heerka gelitaanka baabuurta cusub ee wadaniga ah ee suuqyada dibadda, waxaana la filayaa in horumarkan wanaagsani uu sii socdo.

Dhoofinta saddexdii rubuc ee hore ayaa kordhay 55.5% sanadba sanadka ka dambeeya

Sida laga soo xigtay xogta iibka billaha ah ee ay soo saartay Ururka Shiinaha ee Soosaarayaasha Baabuurta (oo hadda loo yaqaan Ururka Shiinaha ee Soosaarayaasha Baabuurta) Oktoobar 11, dhoofinta baabuurta Shiinaha ayaa sii waday in ay gaarto natiijooyin wanaagsan bishii Sebtembar ka dib markii ay garaacday rikoor sare bishii Agoosto, oo dhaaftay 300,000 baabuurta markii ugu horeysay. Kordhinta 73.9% ilaa 301,000 baabuur.

Suuqyada dibadda waxay noqonayaan jihada cusub ee kobaca iibka ee shirkadaha baabuurta summadaha leh. Marka la eego waxqabadka shirkadaha waaweyn, laga bilaabo Jannaayo ilaa Agoosto, saamiga SAIC Motor waxay u dhoofisaa kor u kacday 17.8%, Changan Motor wuxuu kordhay 8.8%, Great Wall Motor wuxuu kordhay 13.1%, Geely Automobile wuxuu kordhay 14%.

Si dhiirigelin leh, noocyada madax-bannaani waxay gaadheen horumar ballaadhan oo loo dhoofiyo suuqyada Yurub iyo Ameerika iyo suuqyada adduunka saddexaad, iyo istaraatiijiyada dhoofinta ee noocyada caalamiga ah ee Shiinaha ayaa noqday mid waxtar leh, taas oo muujinaysa horumarinta guud ee tayada iyo tirada baabuurta gudaha.

Sida laga soo xigtay Xu Haidong, oo ah ku xigeenka madaxa injineernimada Shiinaha ee Ururka Soosaarayaasha Baabuurta, halka tirada dhoofinta ay kor u kacday, qiimaha baaskiiladu sidoo kale wuu sii socday. Celcelis ahaan qiimaha baabuurta tamarta cusub ee Shiinaha ee suuqyada dibadda ayaa gaadhay ilaa 30,000 oo doolarka Maraykanka ah.

Marka loo eego xogta Ururka Macluumaadka Suuqa Baabuurta Rakaabka ah (oo hadda loo yaqaan Ururka Baabuurta Rakaabka), horumarka degdegga ah ee suuqa dhoofinta baabuurta rakaabku waa mid muuqda. Bishii Sebtembar, dhoofinta baabuurka rakaabka (oo ay ku jiraan baabuurta dhammaystiran iyo CKDs) ee hoos yimaada tirakoobka Xiriirka Rakaabka waxay ahaayeen 250,000 unug, koror 85% sannad kasta, iyo kororka 77.5% Agoosto. Waxaa ka mid ah, dhoofinta summadaha la iska leeyahay waxay gaareen 204,000 unug, koror 88% sannadkiiba. Laga soo bilaabo Jannaayo ilaa Sebtembar, wadarta guud ee 1.59 milyan oo baabuurta rakaabka ah ayaa la dhoofiyay, koror sanadba sanadka ka dambeeya 60%.

Isla markaana, dhoofinta baabuurta tamarta cusub waxay noqotay xoog muhiim u ah dhoofinta baabuurta gudaha.

Xogta laga helay Ururka Baabuurta Shiinaha ayaa muujisay in laga bilaabo Jannaayo ilaa Sebtembar, shirkadaha baabuurta Shiinaha ay dhoofiyeen wadar ahaan 2.117 milyan oo baabuur, korodhka sannad kasta 55.5%. Waxaa ka mid ah, 389,000 oo baabuurta tamarta cusub ah ayaa la dhoofiyay, koror sanadle ah oo ka badan 1 jeer, heerka kobaca ayaa aad uga sarreeyay heerka kobaca dhoofinta guud ee warshadaha baabuurta.

Xogta laga helay Xiriirka Rakaabka ayaa sidoo kale muujinaysa in bishii Sebtembar, baabuurta rakaabka tamarta cusub ee gudaha ay dhoofiyeen 44,000 unug, oo xisaabiya qiyaastii 17.6% wadarta dhoofinta (oo ay ku jiraan baabuurta dhamaystiran iyo CKD). SAIC, Geely, Great Wall Motor, AIWAYS, JAC, iwm. Moodooyinka tamarta cusub ee shirkadaha baabuurta ayaa si fiican uga soo muuqday suuqyada dibadda.

Sida laga soo xigtay khubarada warshadaha, dhoofinta baabuurta tamarta cusub ee dalkaygu waxay sameeyeen qaab "hal awood weyn leh iyo kuwo badan oo xoog leh": Tesla dhoofinta Shiinaha ayaa ah kan ugu sarreeya guud ahaan, dhowr ka mid ah noocyada u gaarka ah ayaa ku jira xaalad dhoofinta wanaagsan, halka saddexda ugu sarreeya ee dhoofinta. baabuurta tamarta cusub ayaa ku jira saddexda ugu sarreeya. Suuqyadu waa Belgium, UK iyo Thailand.

Arrimo badan ayaa keena kobaca dhoofinta shirkadaha baabuurta

Warshaduhu waxay aaminsan yihiin in xawaaraha xooggan ee dhoofinta baabuurta ee saddexda rubuc ee ugu horreeya sanadkan ay ugu badan tahay caawinta arrimo badan.

Waqtigan xaadirka ah, baahida suuqa baabuurta caalamiga ah ayaa kor u kacday, laakiin yaraanta chips-ka iyo qaybaha kale awgeed, shirkadaha shisheeye ee baabuurta sameeya ayaa hoos u dhigay wax soo saarka, taas oo keentay farqiga weyn ee saadka.

Meng Yue, oo ah agaasime ku xigeenka Waaxda Ganacsiga Dibadda ee Wasaaradda Ganacsiga, ayaa horay u sheegay in marka la eego baahida suuqyada caalamiga ah, suuqa baabuurta caalamiga ah ayaa si tartiib tartiib ah u soo kabanaya. Waxaa la saadaaliyay in iibka baabuurta caalamiga ah uu wax yar ka badan doono 80 milyan sanadkan iyo 86.6 milyan sanadka soo socda.

Iyada oo ay saameynayso cudurka faafa ee sanbabka cusub ee taajka, suuqyada dibedda ayaa abuuray farqiga sahayda sababtoo ah yaraanta silsiladda sahayda, halka guud ahaan nidaamka wax-soo-saarka Shiinaha ee xasilloon ee ka hortagga iyo xakameynta faafitaanka saxda ah ay kor u qaadeen wareejinta amarada shisheeye ee Shiinaha. Sida laga soo xigtay xogta AFS (AutoForecast Solutions), ilaa dhammaadka May ee sanadkan, sababtoo ah yaraanta chips, suuqa baabuurta caalamiga ah ayaa hoos u dhigay wax soo saarka ilaa 1.98 milyan oo baabuur, iyo Yurub waa gobolka leh hoos u dhaca ugu weyn ee wax soo saarka baabuurta. iyadoo ay ugu wacan tahay yaraanta chip-ka. Tani waxay sidoo kale qayb weyn ka tahay iibinta wanaagsan ee baabuurta Shiinaha ee Yurub.

Tan iyo 2013, sida dalalku go'aansadeen inay u gudbaan horumarinta cagaaran, warshadaha baabuurta tamarta cusub ayaa bilaabay inay si degdeg ah u horumariyaan.

Waqtigan xaadirka ah, ilaa 130 waddan iyo gobollada adduunka ayaa soo jeediyay ama isku diyaarinaya inay soo jeediyaan yoolalka dhexdhexaadnimada kaarboonka. Wadamo badan ayaa cadeeyay jadwalka lagu mamnuucay iibinta baabuurta shidaalka. Tusaale ahaan, Netherlands iyo Norway waxay soo jeediyeen in la mamnuuco iibinta baabuurta shidaalka sanadka 2025. Hindiya iyo Jarmalka ayaa isku diyaarinaya inay mamnuucaan iibinta baabuurta shidaalka sanadka 2030. Faransiiska iyo Ingiriiska ayaa qorsheynaya inay mamnuucaan iibinta baabuurta shidaalka sanadka 2040. Iibiya baabuurta shidaalka.

Marka la eego cadaadiska sii kordheysa ee xeerarka sii daynta kaarboonka, taageerada siyaasadda ee baabuurta tamarta cusub ee waddamo kala duwan ayaa sii waday inay sii xoojiso, iyo baahida caalamiga ah ee baabuurta tamarta cusub ayaa sii waday isbeddelka koritaanka, kaas oo siinaya meel ballaaran oo loogu talagalay baabuurta tamarta cusub ee dalkayga. si ay u galaan suuqyada dibadda. Xogtu waxay muujineysaa in sanadka 2021, dhoofinta baabuurta tamarta cusub ee dalkaygu ay gaari doonto 310,000 unug, koror ku dhawaad ​​seddex jeer sanadkiiba, taasoo ka dhigan 15.4% wadarta dhoofinta baabuurta. Qeybtii hore ee sanadkan, dhoofinta gawaarida tamarta cusub ayaa sii waday inay sii xoogeysato, mugga dhoofinta ayaa kordhay 1.3 jeer sannadkiiba, taasoo ka dhigan 16.6% wadarta dhoofinta baabuurta. Kobaca sii socda ee dhoofinta baabuurta tamarta cusub rubuci saddexaad ee sanadkan waa sii socoshada isbeddelkan.

Kobaca la taaban karo ee dhoofinta baabuurta ee dalkaygu waxa kale oo ay ka faa'iidaysatay balaadhinta "goobaha saaxiibada" ee dibadda.

Waddamada ku teedsan “Suunka iyo Jidka” ayaa ah suuqyada ugu muhiimsan ee dalkayga laga dhoofiyo baabuurta, waxayna xisaabiyaan in ka badan 40%; Laga soo bilaabo Jannaayo ilaa Juulaay sanadkan, baabuurta uu dalkaygu u dhoofiyo dalalka xubnaha ka ah RCEP waxa ay ahaayeen 395,000 oo baabuur, korodhka sannadkiiba 48.9%.

Waqtigan xaadirka ah, dalkaygu wuxuu saxeexay 19 heshiis ganacsi xor ah, oo ka kooban 26 waddan iyo gobollo. Chile, Peru, Australia, New Zealand iyo waddamo kale ayaa hoos u dhigay qiimaha badeecadaha baabuurta ee dalkayga, iyaga oo abuuraya jawi ku habboon horumarinta caalamiga ah ee shirkadaha baabuurta.

Geedi socodka isbeddelka iyo tayeynta warshadaha baabuurta ee Shiinaha, ka sokow diiradda saaraya suuqa gudaha, waxay sidoo kale diiradda saartaa suuqa caalamiga ah. Waqtigan xaadirka ah, maalgashiga warshadeeyayaasha gudaha ee suuqa baabuurta tamarta ayaa aad uga badan kuwa shirkadaha baabuurta caalamiga ah. Isla mar ahaantaana, shirkadaha baabuurta ee waddanku waxay ku tiirsan yihiin baabuurta tamarta cusub si ay u horumariyaan tiknoolajiyada isku-xidhka caqliga leh, taas oo faa'iido u leh sirdoonka iyo isku-xidhka, waxayna noqotay bartilmaameed soo jiidasho leh macaamiisha ajnabiga ah. furaha.

Sida laga soo xigtay gudaha warshadaha, waa si sax ah iyada oo loo eegayo cirifka ugu horreeya ee gawaarida tamarta cusub in tartanka caalamiga ah ee shirkadaha baabuurta Shiinaha ay sii wanaajiyeen, khadadka wax soo saarka ayaa sii waday hagaajinta, iyo saameynta calaamaduhu si tartiib tartiib ah ayey u korodhay.

Qaado SAIC tusaale ahaan. SAIC waxay aasaastay in ka badan 1,800 suuqgeyn iyo goobo adeeg oo dibadda ah. Badeecooyinkeeda iyo adeegyadeeda waxaa lagu qaybiyaa in ka badan 90 waddan iyo gobollo, taasoo ka samaysanaysa 6 suuqyo waaweyn oo Yurub, Australia, New Zealand, iyo Ameerika. Iibka dibadda ee isugeeyey ayaa kor u dhaafay 3 milyan. baabuur. Waxaa ka mid ah, iibka iibka dibadda ee SAIC Motor bishii Agoosto wuxuu gaaray 101,000 unug, koror sanadle ah oo ah 65.7%, taasoo ka dhigan ku dhawaad ​​20% wadarta iibka, iyadoo noqotay shirkaddii ugu horreysay ee Shiinaha oo dhaaftay 100,000 unug hal bil gudaheed dibadda suuqyada. Bishii Sebtembar, wax-soo-saarka SAIC wuxuu kordhay 108,400 oo baabuur.

Falanqeeyaha Securities Duan Yingsheng wuxuu falanqeeyay in noocyada madax-bannaani ay dardar galiyeen horumarinta suuqyada Koonfur-bari Aasiya, Yurub, iyo Ameerika iyada oo loo marayo dhismaha dibadda ee warshadaha (oo ay ku jiraan warshadaha KD), kanaalada iibka ee dibadda, iyo dhismaha madax-bannaan ee kanaalada dibadda. Isla mar ahaantaana, aqoonsiga suuqa ee calaamadaha is-xakamaynta ayaa sidoo kale si tartiib tartiib ah u soo hagaagaya. Suuqyada dibadda qaarkood, caannimada summadaha la iska leeyahay ayaa la mid ah kuwa shirkadaha baabuurta caalamiga ah.

Rajada rajo-gelinta leh ee shirkadaha baabuurta inay si firfircoon u geeyaan dibedda

Iyadoo la gaarayo waxqabadka dhoofinta heer sare ah, shirkadaha baabuurta summada gudaha ayaa wali si firfircoon u daabulaya suuqyada dibadda si ay ugu diyaar garoobaan mustaqbalka.

Sebtembar 13keedii, SAIC Motor's 10,000 MG MULAN baabuurta tamarta cusub ayaa laga soo raray Shanghai una socday suuqa Yurub. Tani waa dufcadii ugu badneyd ee baabuurta korontada saafiga ah ee laga dhoofiyo Shiinaha loona dhoofiyo Yurub ilaa hadda. Qofka ay khusayso ee masuulka ka ah Wasaaradda Warshadaha iyo Tignoolajiyada ayaa sheegay in dhoofinta SAIC ee "10,000 baabuur Yurub" ay calaamad u tahay horumarka cusub ee horumarinta caalamiga ah ee warshadaha baabuurta ee dalkayga, dhoofinta baabuurta tamarta cusub ee Shiinaha waxay gashay marxalad horumar degdeg ah. , waxayna sidoo kale kaxaysaa warshadaha baabuurta caalamiga ah si ay ugu beddelaan koronto.

Sanadihii la soo dhaafay, hawlaha ballaarinta ee Great Wall Motor ee dibadda ayaa sidoo kale aad u soo noqnoqda, iyo wadarta tirada iibka dibadda ee baabuurta dhamaystiran ayaa kor u dhaaftay 1 milyan. Bishii Janaayo ee sanadkan, Great Wall Motor waxay heshay warshad Hindi ah ee General Motors, oo ay weheliso warshadda Mercedes-Benz Brazil ee la helay sannadkii hore, iyo sidoo kale dhirta Ruushka iyo Thai ee la aasaasay, Great Wall Motor waxay xaqiiqsadeen qaabka Eurasian iyo Koonfurta Suuqyada Ameerika. Bishii Agoosto ee sanadkan, Great Wall Motor iyo Emile Frye Group ayaa si rasmi ah u gaaray heshiis iskaashi, waxayna labada dhinac si wadajir ah u sahmin doonaan suuqa Yurub.

Chery, oo horay u dhoofisay suuqyada dibadda, waxay aragtay dhoofinteeda bishii Agoosto 152.7% sannadkiiba ilaa 51,774 baabuur. Chery waxa ay aasaastay xarumaha 6 R&D, 10 saldhig oo wax soo saar ah iyo in ka badan 1,500 iibka iyo adeegyada dibadda ah, alaabteedana waxa loo dhoofiyaa Brazil, Russia, Ukraine, Saudi Arabia, Chile iyo wadamo kale. Bishii Agoosto ee sanadkan, Chery waxa ay bilowday gorgortanka ay la gasho shirkadaha baabuurta sameeya ee Ruushka si ay u ogaadaan wax soo saarka gudaha ee Ruushka.

Laga soo bilaabo dabayaaqadii bishii Luulyo ilaa bilawgii Agoosto ee sanadkan, BYD waxay ku dhawaaqday inay geli doonto suuqa baabuurta rakaabka ee Japan iyo Thailand, waxayna bilaabeen inay bixiyaan alaab cusub oo baabuurta tamarta ah suuqyada Sweden iyo Jarmalka. 8-dii Sebtembar, BYD ayaa ku dhawaaqday in ay dalka Thailand ka dhisi doonto warshad koronto sameysa, taasoo la qorsheeyay in ay bilowdo sanadka 2024, iyada oo soo saari doonta sanadkii 150,000 oo baabuur.

Changan Automobile waxa ay qorshaynaysaa in ay dhisto laba ilaa afar xarumood oo wax soo saar oo dibada ah sanadka 2025. .

Qaar ka mid ah ciidamada cusub ee samaynta baabuurta ayaa sidoo kale bartilmaameedsanaya suuqyada dibadda waxayna rabaan inay isku dayaan.

Sida ay wararku sheegayaan, Sebtembar 8, Leap Motor waxay ku dhawaaqday gelitaankeeda rasmiga ah ee suuqyada dibedda. Waxay gaadhay iskaashi ay la leedahay shirkad warshadaha baabuurta Israel si ay u dhoofiyaan dufcaddii ugu horeysay ee T03s Israa'iil; Weilai ayaa sheegay 8-dii Oktoobar in alaabteeda, adeegyada nidaamka-ballaaran iyo qaabka ganacsi ee hal-abuurka leh laga hirgelin doono Jarmalka, Netherlands, Sweden iyo Danmark; Xpeng Motors waxay sidoo kale Yurub u dooratay inay tahay gobolka la door biday caalimiyeynteeda. Waxay ka caawin doontaa Xiaopeng Motors inay si dhakhso ah u gasho suuqa Yurub. Sidoo kale, AIWAYS, LANTU, WM Motor, iwm ayaa iyaguna suuqa Yurub soo galay.

Ururka Baabuurta Shiinaha ayaa saadaaliyay in dhoofinta baabuurta ee dalkaygu la filayo in ay dhaafto 2.4 milyan sanadkan. Warbixintii ugu dambeysay ee cilmi baarista ee Securities Pacific ayaa sheegtay in dadaallada dhinaca dhoofinta ay ka caawin karaan baabuurta tayada sare leh ee gudaha iyo shirkadaha qaybaha si ay u dedejiyaan fidinta silsiladda warshadaha, oo ay sii kiciyaan awooddooda endogenous marka la eego soo celinta tignoolajiyada iyo hagaajinta nidaamka tayada. .

Si kastaba ha ahaatee, dadka u dhuun daloola warshaduhu waxay aaminsan yihiin in noocyada madax-bannaani ay wali la kulmaan caqabado gaar ah "aaditaanka dibadda". Waqtigan xaadirka ah, inta badan noocyada madax-bannaan ee galaya suuqa horumaray ayaa weli ku jira marxaladda tijaabada, iyo caalamiyeynta baabuurta Shiinaha ayaa weli u baahan waqti si loo xaqiijiyo.