Kusanthula 2025 Market Trends ndi Deepseek: Insights kuchokera ku 2024 New Energy Sanitation Vehicle Sales Data

Yiwei Motors yasonkhanitsa ndikusanthula deta yogulitsa pamsika wamagalimoto oyendetsa magetsi atsopano mu 2024. Poyerekeza ndi nthawi yomweyi mu 2023, kugulitsa magalimoto oyendetsa magetsi atsopano kunakwera ndi magawo 3,343, kuyimira kukula kwa 52.7%. Zina mwa izi, kugulitsa magalimoto oyendetsa magetsi amagetsi kunakwera ndi mayunitsi a 2,792, kuwonjezeka kwa 45.4%, pomwe kugulitsa kwa magalimoto oyendetsa mafuta kunakula ndi mayunitsi 412, kukwera kochititsa chidwi kwa 286.1%. Mitundu yoyera yamagetsi inali 92.34% yazogulitsa pachaka.

Mu chaka chonse cha 2024, kugulitsa magalimoto oyendetsa magetsi atsopano kunawonetsa kuchita bwino kwambiri mu theka lachiwiri la chaka, kotala lachinayi likuwoneka ngati nthawi yabwino kwambiri, kugulitsa mayunitsi 3,589 ndikupereka 37% yazogulitsa pachaka. Disembala unali mwezi wokwera kwambiri, pomwe zida 1,928 zidagulitsidwa, zomwe zidakwana 19.91% yonse.

Pogwiritsa ntchito Deepseek (mtundu wotsogola wapakhomo wa AI womwe umadziwika kuti "AI kunyada" yaku China ndikupanga mafunde pagulu lapadziko lonse la AI), a Yiwei Motors adasanthula zomwe zikuchitika pamsika wa 2025 wamagalimoto atsopano oyendetsa magetsi ku China kutengera zomwe zagulitsidwa mu 2024. Kusanthula kukuwonetsa mfundo zazikuluzikulu zotsatirazi:

1. Kukula Kwambiri Msika

Pansi pa mfundo za "Dual Carbon", kukulitsidwa kwa mizinda yoyeserera kuti akhazikitse magetsi m'magalimoto aboma (kutsatira kupambana kwa gulu loyamba lomwe linakhazikitsidwa mu 2023) komanso zofunikira za "Air Quality Continuous Improvement Action Plan" zalimbikitsa kwambiri kugula kwa boma. Mu 2024, zigawo/matauni asanu apamwamba (Hebei, Guangdong, Sichuan, Beijing, ndi Hunan) adatenga pafupifupi 60% yazogulitsa zonse, zomwe zikuwonetsa kuwonetsetsa kwamphamvu m'zigawo zachuma. Mu 2025, mizinda yachiwiri ndi yachitatu, komanso madera akumpoto omwe akukumana ndi zovuta zowongolera zachilengedwe, akuyembekezeka kufulumizitsa kukhazikitsidwa kwawo, ndikupangitsa kuti msika upitirire 15%.

2. Mwayi Mumsika wa Magalimoto Oyendetsa Mafuta a Hydrogen Fuel Cell Sanitation

Ngakhale mitundu yamagetsi yamagetsi, yothandizidwa ndi mafakitale okhwima (92.34% pamsika), ikadali yodziwika bwino, kukula kwa 286.1% kwamitundu yama cell amafuta kukuwonetsa mwayi womwe ukubwera. Mu 2024, gawo lamphamvu la haidrojeni lidawona kuwonjezeka kwa mfundo zothandizira (ndi magulu owonetsera magalimoto amtundu wamafuta akukulira mpaka asanu) ndikutsika kwamitengo yamakina (mitengo yamafuta yatsika). Poganizira njira zokhazikika komanso mawonekedwe apakati opangira mafuta amtundu wazaukhondo, gawoli latsala pang'ono kukhala malo abwino oyesera malonda a hydrogen. Pofika chaka cha 2025, mitundu yamafuta amafuta ikuyembekezeka kutenga 8% yamsika.

3. Kukula kwa Msika

Machigawo asanu apamwamba adagulitsa pafupifupi 60% mu 2024, kuwonetsa ziwonetsero zazikulu m'magawo oyambira. Kutengera kuchita bwino kwa zigawozi komanso kupitilizabe kuthandizira mfundo, msika mu 2025 udzasintha m'njira ziwiri: mizinda yoyamba, yachitatu ndi yachinayi idzayambitsa kufunikira kudzera mu mfundo zolimbikitsira, ndipo chachiwiri, madera ngati Sichuan-Chongqing ndi Kumpoto chakumadzulo kwa China adzagwiritsa ntchito mphamvu zawo zobiriwira kuti apange machitidwe aukhondo opangidwa ndi hydrogen. Kuchuluka kwa malonda m'maboma asanu apamwamba akuyembekezeka kutsika mpaka 50%, pomwe kufunikira kwamizinda yotsogola kudzasunthira kumitundu yapamwamba (mwachitsanzo, magalimoto anzeru, odziwa zambiri, komanso magalimoto akuluakulu), ndikupanga msika wosiyanasiyana.

4. Kukhathamiritsa Kwamapangidwe

Gawo lachinayi la magawo 37% ogulitsa akuwonetsa kumapeto kwa chaka 集中交付 (concentrated delivery), kusonyeza kusinthasintha kwa kagulitsidwe ka boma. Pamene kukhudzidwa kwa mtengo wantchito kukuchulukirachulukira, msika mu 2025 udzatsindika kwambiri pazachuma komanso mayankho atsatanetsatane. Makampani otsogola ayamba kusonkhanitsa ntchito zowonjezeredwa ngati kulipiritsa, mabanki a batri, ndi kubwereketsa magalimoto aukhondo. Komabe, kusinthasintha kwamitengo ya batri yamagetsi (mitengo ya lithiamu carbonate yatsika ndi 70% kuchokera pachimake) kungayambitse kukonzanso kwamakampani, kupatsa makampani ophatikizika mokhazikika m'mphepete mwampikisano wopirira pachiwopsezo.

Mapeto

Kaya kudzera mu kuyerekeza kwachindunji kwa malonda a 2024 ndi 2023 kapena kugwiritsa ntchito kusanthula kwa AI kwa Deepseek, zikuwonekeratu kuti msika watsopano wamagalimoto oyendetsa magetsi upitilira kukula ngakhale zovuta kwakanthawi zobwera chifukwa cha kusokonekera kwachuma ndi zomangamanga. Msika ukasintha kuchoka pamalingaliro kupita kukukula koyendetsedwa ndi msika, mitu ikuluikulu idzakhala "kuwonjezereka kwaukadaulo, njira zamabizinesi apamwamba, komanso kulowa kwa msika wachigawo."