2024 mākeke kaʻa, ka mea i ʻike ʻia ʻo ia ka hoa paio ikaika a paʻakikī.ʻIke ʻia ka pane - BYD. I kekahi manawa, he mea hahai wale ʻo BYD.Me ka ulu ʻana o nā kaʻa waiwai hou i Kina, ua hopu ʻo BYD i ka manawa e holo ai i ka nalu.I ka manawa hou o ka ikehu, ma hope o ka pāpā ʻana i ke kūʻai aku ʻana i nā kaʻa wahie, ua pālua ʻo BYD i kāna kūʻai makahiki mai 700 tausani a 1.86 miliona mau kaʻa i hoʻokahi makahiki.I ka makahiki 2023, ua lele ka nui o ke kuai ana o BYD i 3 miliona, a ua manaoia e oi aku ka waiwai ma mua o 30 billion yuan. kūʻai kaʻa.ʻIke loa, ke komo nei ka BYD hou i nā kumu waiwai waiwai a me ka pālākiō kūʻai aku i ke kahua hou, i loko o kahi manawa pōkole ʻaʻole hiki i kekahi ke hoʻohālikelike. "Pehea e lanakila ai iā BYD?"Pono ia e noʻonoʻo i kēlā me kēia mea hoʻokūkū. No laila, i ka makahiki 2024, hiki i ka BYD kiʻekiʻe ka wikiwiki o ka ulu ʻana?Paʻa mau ka mākeke?ʻO wai nā hoa paio e hoʻouka?
Ma hea mai ka ulu ʻana o BYD i 2024?
Inā makemake kahi hui kaʻa e hoʻomau i ka ulu mau ʻana o ke kūʻai aku, pono e loaʻa iā ia nā huahana Ivy e hoʻopaʻa i ka papa kumu, a pono ia e hoʻomau i ka hoʻouka hou a hana i nā mea hou.Manaʻo nā mea loiloi ʻo Gaishi Automotive Institute ʻo ke kūʻai aku ʻana o BYD i kēia makahiki, ʻo ke kumu nui o nā kūʻai hoʻonui nui mai ka Equation leopardBrand, Dynasty a me Ocean ʻelua mau hiʻohiʻona hou a me ka ulu wikiwiki ʻana o nā mākeke kūʻai aku.
E like me kā mākou e ʻike ai, ʻo ka moʻokūʻauhau a me ka moana ʻelua, ʻo ia ke kia paʻa o ke kūʻai aku ʻana o BYD.I ka makahiki 2023, ua hoʻomaka ka Ocean Series i kahi hoʻouka kaua ikaika, e hoʻokuʻu ana i nā ʻano kaʻa hou e like me Dolphin a me Seagull, ka mea i hoʻohaʻahaʻa i ke kumukūʻai o ke kaʻa uila maʻemaʻe o BYD i lalo o 80,000 yuan a kūkulu hou i ka mākeke 100 tausani yuan, e ʻoki hou ana i ka ʻāpana o ka hui. ʻO nā kaʻa wahie hoʻoikaika i ke kumu kūʻai like me SAIC, GM, Wuling a me nā hōʻailona ʻē aʻe. ʻoi aku ka maikaʻi o ke kumukūʻai, ʻoi aku ka maikaʻi o ke kūʻai ʻana i ka huahana).No ka laʻana, i ka hoʻomaka o ka makahiki i hala, ʻo ka Qing PLUS DMi champion version, ua hāʻule ke kumukūʻai i ka pae 100,000 yuan.ʻO kēia ka BYD i ka 1 00000 - 2 00000 yuan Volkswagen market hōʻailona e haʻi aku i ke kaua.
Ma ka hoʻoholo ʻana mai nā hopena kūʻai aku, ʻo ka hoʻolālā o ka moʻokūʻauhau aliʻi a me ka moʻo moana ua kūleʻa ʻole.I ka makahiki 2023, ua hōʻea nā kūʻai hui ʻana o nā pūʻulu ʻelua i 2,877,400 mau ʻāpana, kahi hoʻonui o 55.3% makahiki-ma-makahiki.
Ma waena o lākou, Seagulls, Qing PLUS, Yuan a me nā kumu kūʻai wela ʻē aʻe i kūʻai aku ma mua o 30 tausani mau ʻāpana a i ʻole ke kūʻai aku ʻoi aku ka kiʻekiʻe, a me nā ʻano like ʻole e like me Han, Han, Don, Song a me nā hale paʻa ʻē aʻe ma mua o 10,000 mau ʻāpana.ʻIke loa, i hoʻohālikelike ʻia me nā hui kaʻa ʻē aʻe, ʻoi aku ka nui o nā hiʻohiʻona o BYD ma mua o 10 o ka pā kahua paʻa "explosive".Ma ke ʻano o ka hoʻonui ʻana, ua ʻōlelo ka māhele mahele o Geist Automobile Research Institute e lilo nā hiʻohiʻona hou e like me Song L a me Sea Lion i mea ikaika nui i ka ulu kūʻai ʻana o nā pūʻulu ʻelua i kēia makahiki.
ʻO ka Leopard Equation hou, i hoʻokuʻu ʻia i ʻAukake i ka makahiki i hala, ua manaʻo ʻia e hoʻomaka i ka piʻi wikiwiki ʻana i kēia makahiki.ʻO Equation Leopard ka hā o ka hōʻailona i hoʻokumu ʻia e BYD, e hoʻonoho ana i nā wahi pilikino o ka loea.I Nowemapa o ia makahiki hoʻokahi, ua helu ʻia ke kumu hoʻohālike mua Leopard 5, kūʻai ʻia ma 289,800 a 352,800 yuan, a ua hāʻawi ʻia.
Me nā kumu kūʻai kūpono, ka hōʻailona hōʻailona ikaika, a superimposed ma luna o ka ulu ʻana o ka mea hoʻohana koi no nā kaʻa ma waho o ke alanui, ʻoi aku ka nui o ke kūʻai ʻana o ka Equation Leopard 5 ma mua o 5,000 mau ʻāpana i ka mahina piha mua, lanakila i ke kaua mua, a ua wānana ʻia ʻo kēia makahiki. ʻO ke kūʻai aku e manaʻo ʻia e hoʻonui hou aku.ʻO ka makahiki 2023 ka makahiki o ka honua holoʻokoʻa o BYD.Ua ʻōlelo mua ʻo BYD Chairman Wang Chuanfu, "ʻO ka manaʻo nui o 2023 ka honua, ua hele ʻo BYD ma o ka hoʻokuʻu ʻana aku a me ka hana kūloko i ʻelua ala e hoʻolaha ai i ka hoʻolālā honua." ka United Arab Emirates, kokoke 60 'āina a me nā māhele 'āina. Me ka ikaika huahana ikaika a me ka ike kiʻekiʻe (mai 2022 kuai ma mua o FAW-Volkswagen, BYD ke kuai overseas e ulu wikiwiki ana, a hiki i 240,000 wae ma 2023, i 3.3 manawa makahiki ma ka makahiki, a me BYD ʻo ia kekahi o ka poʻokela o ke kūʻai aku ʻana i nā kaʻa waiwai hou ma nā ʻāina a me nā ʻāina.
I kēia makahiki, hoʻomau ka BYD i ka wikiwiki o ka wehe ʻana i nā mākeke ma waho.ʻO ka mea kanu BYD ma Thailand e hoʻomaka koke i ka hana a me ka hana ʻana, aia ma ʻEulopa i ka mea kanu Hungary, ʻAmelika Hema, e hoʻomaka pū ana ka mea kanu ʻo Brazil.Hōʻike kēia i ka BYD i ka hoʻokuʻu ʻana aku i nā mea kūʻai aku i ka hana kūloko.Me ka pau ʻana o nā hale hana o nā ʻāina ʻē a me ka hana ʻana, e hoʻemi hou ʻo BYD i nā kumukūʻai, hoʻonui i ka hoʻokūkū o nā huahana ma ka mākeke kūloko. .
E lohi ka ulu ʻana i kēia makahiki?
Ma muli o ka ulu kūʻai holoʻokoʻa o ka ikehu hou a me ka manaʻo hoʻomohala hoʻomohala ponoʻī o BYD, ua manaʻo ʻia ʻo BYD i ka makahiki i hala e hoʻopau i ka pahuhopu kūʻai 3 miliona, i manaʻo ʻia i ka ʻoihana.ʻAʻole naʻe i hoʻolaha ʻo BYD i kahi pahuhopu kūʻai no 2024. Eia naʻe, ma muli o ke kumu kūʻai kūʻai o BYD i kēia manawa a me ka ulu ulu ʻana, wānana kekahi mau keʻena i kāna kūʻai a me kāna hana ma 2024. e hoʻomau i ka hoʻomau i ka ulu, akā, ka nui o ka increment mea okoa.Shengang Securities mea optimistic, wanana i me ka komo ana o ka ikehu hou kaʻa mahuahua, hana hiki ke hoʻokuʻu koke, a Dolphin DM-i, Song L, Teng Shi N7 / N8, Ke nānā nei iā U8 / U9, Leopard 5 a me nā kaʻa hou ʻē aʻe i hoʻokuʻu ʻia ma ka mākeke, hoʻomau ʻo BYD i ka pōʻai o ka hoʻolaha ʻana i nā huahana hou, manaʻo ʻia ʻo 2024 e kūʻai aku ma mua o 4 miliona mau ʻāpana, ʻoi aku ka nui o 30% ma luna. ka manawa like i ka makahiki i hala.
Ka Gaishi Automotive Research Institute ua oi akahele, ua manaoia ma 2024 kuai o 3,4 miliona a hiki i 3,5 miliona a i ole, he mahuahua o ma kahi o 15%, "keia me ka hoʻokuʻu aku kuai."Ua hōʻike ka poʻe loiloi e pili ana kēia i ka hana kūʻai ʻana o BYD i nā mahina i hala iho nei, ʻoiai, "mai ka hapa lua o ka makahiki i hala, ua lohi nui ka ulu ʻana o ka home BYD." E like me kāu e ʻike ai, ʻo ka pahuhopu kūʻai 2023 o BYD o 3 miliona mau kaʻa. ʻaʻole i hoʻokō ʻia a hiki i ka mahina i hala, a ua hoʻopau ʻia me nā kaʻa hou aʻe 20,000. I mea e hiki ai i ka pahuhopu kūʻai i hoʻonohonoho ʻia ma 2023, hoʻololi pinepine ʻo BYD i nā kumukūʻai i ka hapa lua o ka makahiki.Eia naʻe, mai ke kūlana kūʻai terminal, ʻaʻole nui ka hoʻomaikaʻi nui.Hōʻike nā ʻikepili kūʻai Terminal mai Iune a Nowemapa, paʻa ka nui o ka ʻinikua terminal BYD, paʻa ma kahi o 230 tausani mau kaʻa."Ke hōʻike nei kēia i ka hoʻonui ʻia ʻana o ke kumukūʻai i hoʻopaʻa wale i ke kūʻai aku, akā ʻaʻole i lawe mai i ka ulu nui," wahi a ka mea loiloi.
ʻO BYD, i kēia manawa, ke alo nei i ke kaomi i luna.Ma lalo o ka hopena o nā mea hoʻokūkū e like me ke ao nīnauele, ʻike ʻia ka hana mākeke Biadihan series i nāwaliwali.I ka makahiki 2023, ua loaʻa i ka Han Series he 228 tausani mau kaʻa, mai 270 tausani i ka makahiki i hala.ʻO ka hopena o ka mākeke o N7 a me N8 a me nā huahana ʻē aʻe i helu ʻia e Teng Potential, ʻoi aku ka liʻiliʻi ma mua o ka mea i manaʻo ʻia, a ʻo ka awelika o nā mahina kūʻai aku e lele ana ma kahi o 1,000 mau kaʻa, kākoʻo mau ʻia e D9. Ke manaʻoʻiʻo nei ʻo BYD nā kumu hoʻohālike pahū nui e like me Qin, Song, Han, yuan, seagull, etc., ka hana o kēia makahiki ma ka mākeke kūloko, e manaʻo ʻia e mālama i ka pae kūʻai o kēlā me kēia mahina a i ʻole ka emi iki, ʻaʻole hiki ke hāʻawi hou aku. nui incremental no ka brand.As no ka nana ana i ka momoku ahi, i haawiia kona miliona-pae kumu kūʻai positioning, ia mea,ʻaʻole no ke kumu o ka lawe leo.Hōʻike ka ʻikepili i ka mahina ʻo Dekemaba i ka makahiki i hala, 1500 U8 i hāʻawi ʻia i ka mahina mua.Ke hoʻohālikelike ʻia me nā haʻawina kūʻai, ʻike ʻia ka nānā ʻana i ke kōkua o BYD i ka hōʻailona hōʻailona a me ka pae hoʻolaha kālā. .Manaʻo ka poʻe loiloi ʻoihana e ʻoi aku ka loaʻa kālā o BYD ma 2024 ma mua o 40 biliona yuan, ʻoi aku ka nui o ka 100 biliona ma mua o ka makahiki i hala, he piʻi ma kahi o 30%, ke hoʻohālikelike ʻia me nā makahiki ʻelua i hala ua emi nui.
Hoʻopilikia ʻia e ka ikaika?
Ke hoʻohālikelike ʻia me ka kūʻai aku ʻana o nā kaʻa hou a me ka māhele mākeke o nā ʻoihana kaʻa kaʻa nui, ʻo BYD nō ke alakaʻi, ʻo kona kūlana alakaʻi e paʻakikī ke haʻalulu i ka wā pōkole. E like me ka China Association of Automobile Manufacturers, BYD wale nō He 35 pakeneka o ke kuai kuai ana i na kaa kaa hou, a ukaliia e Tesla Motors China, he 8 pakeneka wale no, a me GAC AEON, Geely Automobile a me SAIC-GM-Wuling, he 6 pakeneka wale no. I kēia manawa, ʻaʻohe hui kaʻa i kahi manawa pōkole a me ka hoʻokūkū BYD, "i ʻōlelo ai kekahi mau mea loiloi.Akā ke manaʻoʻiʻo nei ʻo BYD ma nā ʻāpana mākeke like ʻole a me nā ʻano kumu kūʻai like ʻole he hoʻokūkū hoʻokūkū nui.
No ka laʻana, ʻo 100,000 a 150,000 yuan Volkswagen ke kumu nui o nā kumuwaiwai hou i ka makahiki 2024. Ua wānana ka China 100 Electric Vehicle Council e lilo kēia kumukūʻai i wahi ulu nui no nā kaʻa kumu waiwai hou i nā makahiki ʻelua e hiki mai ana. manaʻo ʻia e hāʻawi i ka hapakolu o ka hoʻonui.'O ia ho'i, e 'oi aku ka ikaika o ka ho'okūkū ma kēia mākeke. 'O ka 'oia'i'o, i ka makahiki 2023, nui nā hui ka'a i ho'omaka e ho'oikaika i ka mākeke Volkswagen, nā hō'ailona hou a i 'ole nā huahana e ho'omau mau ana.ʻO nā mea komo hou e komo pū me Chery Fengyun series, Geely GalaxySeries, Changan Kaiyuan series a me nā mea hoʻokūkū ikaika ʻē aʻe.I ka manawa like, ʻo nā mea kahiko e like me Ian a me Deep Blue e hoʻolalelale ana i ka hoʻomaka ʻana o nā kaʻa hou e hoʻohui a hoʻonui paha i kā lākou mākeke ma kēia māhele mākeke. nā ala ʻenehana e like me ka plug-in hybrid, ka laulā lōʻihi, a me ka uila maʻemaʻe.Ma lalo o ke kumu ikaika o ka Pūʻulu, nui nā hōʻailona hou a i ʻole nā hiʻohiʻona hou i loaʻa i ka hoʻokūkū mākeke ikaika.No ka laʻana, ua hoʻokuʻu ʻo Geely Galaxy series i ka hapalua makahiki, ʻoi aku ka paʻa o ke kūʻai ʻana i kēlā me kēia mahina ma mua o ʻumi tausani.Hoʻopaʻa ʻia kēia mau hōʻailona e hopu i ka ʻāpana o BYD o nā māhele mākeke pili, e like me nā mea loiloi ma Gaishi Automotive Research Institute.Hiki ke ʻike ʻia ka emi ʻana o ke kūʻai ʻana o ka hana Han a me ka maikaʻi ʻole o ka N7 / N8.I ka hoʻohālikelike ʻana, ʻoi aku ka nui o nā kauoha M7 hou ma mua o 120 tausani ʻāpana a ua haki nā kauoha M9 hou i 30,000 mau ʻāpana.ʻO ka nui o ka kūʻai ʻana o kēlā me kēia mahina o ka moʻo L maikaʻi loa i haki i nā ʻāpana 40000. ʻO ke kūlana alakaʻi o Tengshi D9 i ka MPV kiʻekiʻe kiʻekiʻe o ka mākeke waiwai ikehu hou he paʻakikī ke mālama ʻia no ka manawa lōʻihi.Me ka Buick GL8 Plug version e pili ana i ka papa inoa a hāʻawi ʻia, a me ka ikaika o Wei Brand Mountain, Small Pengs X9 models ua komo i ka hoʻokūkū, kona kūlana mākeke a i ʻole e hoʻoweliweli ʻia.I kēia manawa, ʻo ka brand kūʻokoʻa he mākeke kaʻa ma waho o ke alanui.IRui Consulting olelo mai me ka hoʻololi 'ana i ka consumer koi, ka SUV market, oi aku ka "malamalama kea-'āina SUV i ka nui au."Wahi a nā helu helu hapa o Gaeshi Automobile, ʻoi aku ma mua o 10 mau huahana SUV cross-country e komo i ka mākeke ma 2023. ʻO ka mea hou aku, aia nā pahu pahu i hoʻoulu hohonu i kēia māhele mākeke.Wahi a ka poʻe nānā i hana i ka hana hoʻololi o ke alanui, kaulana loa ka pahu pahu me nā mea hoʻohana kaʻa ma waho o ke alanui, "nui nā mea hoʻohana e kūʻai aku i nā kaʻa i lawe ʻia mai ke alanui, huli a kūʻai i kahi pahu 300."I ka makahiki 2023, ua kūʻai aku ka pahu pahu i 163 tausani mau kaʻa.ʻAʻole i hōʻoia ʻia e ka mākeke ka hana hope o Leopard ma ke ʻano he mea hou.
ʻO ka maka o ka ʻenemi a puni, ʻo BYD i ke kūlana mākeke kapikala e pili pū ana.Ua hoʻohaʻahaʻa koke nā mea loiloi Citigroup i kā lākou kumukūʻai kumukūʻai no BYD i HK $ 463 no kēlā me kēia mahele mai HK $ 602 no kēlā me kēia pāhele, hōʻike ʻo Bloomberg.Manaʻo lākou i ka ulu ʻana o ke kūʻai aku a me ka loaʻa kālā o ka BYD hiki ke hele mai i lalo o ke kaomi ʻana i ka hoʻokūkū ʻana ma Kina.Ua hoʻohaʻahaʻa pū ʻo Citigroup i kāna wānana kūʻai no BYD i kēia makahiki i 3. 68 miliona mau kaʻa mai 3.95 miliona. Ua hāʻule ke kumukūʻai o BYD i ka 15 pakeneka mai ka waena o Nowemapa 2023, e like me ka ʻoihana.I kēia manawa, ʻo ke kumukūʻai kūʻai o BYD ma kahi o 540 biliona yuan, i hoʻohālikelike ʻia me ka manawa like i ka makahiki i hala aku nei evaporated 200 biliona yuan. Malia paha ʻo ia ka overheated home market a BYD i hoʻolalelale i kona hoʻonui ʻana i nā ʻāina ʻē i nā makahiki i hala.Me ka uku kumukūʻai a me ka ikaika huahana ikaika, a me ka hoʻolaha ʻana i ka ʻike honua, aia ʻo BYD ma ke kai.Hiki ke manaʻo wiwo ʻole, inā hiki i ka BYD a me nā kumukūʻai kaʻa Kina ke hopu i ke kai o nā kumuwaiwai hou aʻe, ʻo ka hānau ʻana o hoʻokahi a ʻoi aku paha "Volkswagen a Toyota" ʻo ia ka mea hana kaʻa honua nui, ʻaʻole hiki ʻole.
Ka manawa hoʻouna: Jan-29-2024