I-EV powerhouse i-China ihamba phambili emhlabeni ngokuthunyelwa ngaphandle kwezimoto, idlula i-Japan

Izwe laseChina libe ngumholi womhlaba ekuthengisweni kwezimoto emazweni angaphandle ezinyangeni eziyisithupha zokuqala zika-2023, lidlula iJapan ngesikhathi sesigamu sonyaka okokuqala ngqa njengoba izimoto eziningi zikagesi zaseChina zidayiswa emhlabeni jikelele.

Abakhiqizi bezimoto baseChina abakhulu bathumele ngaphandle izimoto eziyizigidi ezingu-2.14 kusukela ngoJanuwari kuya kuJuni, okukhuphuke ngo-76% ngonyaka, ngokusho kweChina Association of Automobile Manufacturers (CAAM). I-Japan ilele ezigidini ezingu-2.02, ngenzuzo engu-17% ngonyaka, idatha evela ku-Japan Automobile Manufacturers Association iyabonisa.

I-China ibivele ingaphambi kweJapan ngekota kaJanuwari-Mashi. Ukukhula kokuthunyelwa kwayo kwamanye amazwe kungenxa yohwebo oluchumayo lwama-EV kanye nenzuzo ezimakethe zaseYurophu naseRussia.

Ukuthunyelwa kweChina kwezimoto ezintsha zamandla, okuhlanganisa ama-EV, ama-plug-in hybrids kanye nezimoto ezithwala uphethiloli, kuphindeke ngaphezu kokuphindwe kabili engxenyeni kaJanuwari-Juni ukuze kufinyelele ku-25% wesamba sengqikithi yezimoto ezithunyelwa ngaphandle. I-Tesla, esebenzisa imboni yayo yaseShanghai njengendawo yokuthekelisa e-Asia, ithumele ngaphandle izimoto ezingaphezu kuka-180,000, kuyilapho imbangi yayo ehamba phambili yaseShayina i-BYD ingenise izimoto ezithunyelwa ngaphandle ezingaphezu kuka-80,000.

Izwe laseRussia lalihamba phambili ekuthengisweni kwezimoto eChina ngo-287,000 kusukela ngoJanuwari kuya kuMeyi, okuhlanganisa nezimoto ezisebenza ngophethiloli, ngokusho kwedatha yamasiko ehlanganiswe yi-CAAM. Abakhiqizi bezimoto baseNingizimu Korea, baseJapan nabaseYurophu banciphisa ubukhona babo baseRussia ngemuva kokuhlasela kweMoscow ngoFebhuwari 2022 e-Ukraine. Imikhiqizo yamaShayina ingenile ukuze ivale lesi sikhala.

I-Mexico, lapho isidingo sezimoto ezisebenza ngophethiloli sinamandla, kanye neBelgium, isizinda sezokuthutha esibalulekile sase-Europe esifaka ugesi izimoto zayo, nayo yayiphezulu ohlwini lwezindawo zokuthunyelwa kweChina ngaphandle.

Ukuthengiswa kwezimoto okusha e-China kwafinyelela izigidi ezingama-26.86 ngo-2022, iningi kakhulu emhlabeni. Ama-EV ewodwa afinyelele ezigidini ezingu-5.36, okudlula inani lezimoto ezintsha ezidayisiwe zaseJapan, okuhlanganisa nezimoto ezisebenza ngophethiloli, ezimi ezigidini ezingu-4.2.

I-AlixPartners yase-US ibikezela ukuthi ama-EV azothatha u-39% wezimoto ezintsha ezithengisiwe e-China ngo-2027. Lokho kungaba phezulu kunokungena kwe-EVs okubikezelwe emhlabeni wonke okungama-23%.

Izibonelelo zikahulumeni zokuthengwa kwe-EV zinikeze ukuthuthukiswa okukhulu e-China. Ngo-2030, ama-brand aseShayina afana ne-BYD kulindeleke ukuthi aphendule ku-65% wama-EV athengiswa ezweni.

Ngenethiwekhi yokuhlinzeka yasekhaya yamabhethri e-lithium-ion - isici esinqumayo ekusebenzeni namanani entengo yama-EV - abakhiqizi bezimoto baseShayina bakhulisa ukuncintisana kwabo kokuthekelisa.

"Ngemuva kuka-2025, abakhiqizi bezimoto baseShayina kungenzeka babambe iqhaza elikhulu ezimakethe ezinkulu ezithumela ngaphandle zaseJapan, okuhlanganisa ne-US," kusho uTomoyuki Suzuki, umqondisi ophethe kwa-AlixPartners eTokyo.