Ngo-Agasti 2023, ukuthengiswa kwe-ASEAN Light Vehicle (LV) kunyuke nge-5% ye-MoM kodwa yehla nge-2% YoY. Iziphumo ezisezantsi zokuthengisa zibe ngenxa yeziphumo ezibi e-Indonesia, eThailand naseVietnam.
Ukuthengiswa kweLV e-Indonesia kwehle nge-6% YoY ngo-Agasti nangona umcimbi we-GAIKINDO Indonesia International Auto Show (GIIAS) wawubanjwe kuloo nyanga. Ngokusekelwe kulwazi lwakutsha nje, ukuthengiswa kukaSeptemba kwehle kakhulu nge-19% YoY kwinyanga yesithathu ngokulandelelana. Ngaloo ndlela, isiphumo sentengiso ye-LV ye-Indonesia yehle nge-10% ye-YoY kwi-Q3 2023 eyehla ukusuka kwi-6% ye-YoY, inyuka kwi-H1 2023. Ukuthengiswa okubuthathaka kwikota kwakunokwenzeka ngenxa yoku:
a) ibango latsalwa phambili kukuthotywa kwerhafu okwethutyana kulo nyaka uphelileyo kwaye amaxabiso eLCGC anyuka ekuqaleni kwalo nyaka.;
b) abathengi balindele umgaqo-nkqubo omtsha weemoto emva kokuba urhulumente ethe babhala umgaqo-nkqubo omtsha ngo-Agasti kodwa abakawubhengezi okwangoku;
c) abathengi banokulinda urhulumente omtsha njengoko unyulo lukamongameli luya kubanjwa ngoFebruwari 2024.
Ngenxa yentengiso kaSeptemba inokuba buthathaka kunoqikelelo lwangaphambili, imbonakalo yentengiso yase-Indonesia ka-2023 iye yacuthwa kwaye ngoku kuqikelelwa ukuba yehle nge-2% YOY ukuya kwiiyunithi ezingama-944k.
Imarike yeLV yaseThailand yehle nge-6% YOY ngo-Agasti njengoko i-Light Commercial Vehicle (LCV) yahlala ibuthathaka (-33% YOY). Kuyafaneleka ukukhumbula ukuba ukuthengiswa kwe-LCV kuye kwancipha ukususela ngoNovemba 2022 ngenxa yokuqiniswa kwemvume yemali mboleko yemoto kweli candelo kunye nemeko yezoqoqosho engalunganga. Ngokuchaseneyo, icandelo lePasenger Vehicle (PV) likhule nge-8% YOY ngo-Agasti, inyanga yesibhozo ilandelelana yokukhula, inyuswe yinkuthazo yenkxaso-mali yaseThailand yokuthenga imodeli ye-BEV. Ngokobukrelekrele bethu beemarike, ukuthengiswa kweSeptemba kuyaqhubeka nokuhla nge-16% YoY kunye ne-Q3 2023 yokuthengisa i-12% YoY eyona nto imbi kakhulu kune-H1 2023 (-5% YoY). Ngenxa yoko, siqikelela ukuthengiswa kweThailand ngo-2023 kuya kuhla nge-7% YoY ukuya kwiiyunithi ezingama-771k. Ngaphezu koko, imakethi yeLV kunye noqoqosho lusemngciphekweni ophantsi ngenxa yemfuno ethambileyo yehlabathi, ukucotha kweTshayina kunye namanani abakhenkethi ababuthathaka.
Nangona urhulumente waseVietnam waphinda wazisa inkqubo yokunciphisa umrhumo wethutyana wobhaliso kwiimodeli ezakhiwe ekuhlaleni eziqala ngomhla woku-1 kuJulayi ukuya kuma-31 kuDisemba wama-2023, imfuno yeLV isaqhubeka nokusokola; Ukuthengiswa kukaJulayi no-Agasti kwehle nge-6% YoY kunye ne-17% YoY, ngokulandelanayo. Esi siphumo sibi sibangelwe yimbuyekezo yeskimu senkuthazo yethutyana kulo nyaka uphelileyo, iindleko eziphezulu zenkxaso-mali, kunye nokuqiniswa kweemeko zetyala. Okona kubalulekileyo, ukuzithemba kwabathengi kunye namashishini kuye kwehla, njengoko urhwebo lwelizwe olwalufudula ludlamkile lwezindlu luye lwakhula emva kokuba urhulumente ethathe amanyathelo okuqinisa amandla kwaye wasungula amaphulo achasene nokurhwaphilizwa. Njengoko umlinganiselo wokuvuselela wawungenako ukunyusa imfuno, imbono yokuthengisa yaseVietnam yanqunyulwa kwiiyunithi ze-417k (-12% YoY) kulo nyaka, kodwa i-2023 ivolumu yokuthengisa iya kuba yinto yesibini ephezulu yokuthengisa kwirekhodi.
Emva kokuba intengiso ye-LV yaseMalaysia inyuke nge-33% yeYoY kunye ne-8% ye-MoM ngoJulayi, imfuno yahlala yomelele ngokunyuka kwe-8% yeYoY kunye ne-13% kaMama ngo-Agasti. Ukukhula kwaqhutywa luphuculo lwekhonkco lokubonelela kunye namaphulo okuthengisa ahlaselayo kwinyanga. Ukuthengiswa kweSeptemba kwehle nge-5% MoM. Ukucotha kukaSeptemba bekubangelwa ikakhulu ngabathengi abalindele ukubona uhlahlo lwabiwo-mali lukarhulumente luka-2024 olubhengezwe ngomhla we-13 kuOkthobha.
Ngaphandle kokuhla kweSeptemba, iziphumo bezisephezulu kunokuba besilindele. Ngaphaya koko, abaphathi beProton bathe imodeli yesine yeProton-Geely imiselwe ukuqala ngoNovemba, ukuze intengiso inyuke ekupheleni kwalo nyaka. Ngenxa yoko, i-Malaysia 2023 iprojekthi yokuthengisa yaphakanyiswa kwiiyunithi ze-768k (+ 8% YoY).
Ukuthengiswa kwe-LV kwiiPhilippines kukwindlela eyandayo yemfuno. Iintengiso zika-Agasti zixhume nge-28% YOY njengenyanga yeshumi elinesibhozo ilandelelana yokukhula okuphindwe kabini. Ngaphezu koko, i-avareji yentengiso yenyanga iqhubekile nokunyuka ukusuka kwiiyunithi ze-33k kwi-Q1 2023 ukuya kwiiyunithi ze-36k kwi-Q2 2023 kunye neeyunithi ze-38k ngoJulayi-Agasti 2023. Ukukhula kwaxhaswa ngokususwa kweebhotile ze-chain chain, i-backlog order enkulu ukusuka kunyaka odlulileyo, ukuphucula ukuzithemba kwabathengi kunye nokuqhubeka nokungena okuqinileyo kwabasebenzi basePhilippines.
Uqikelelo lwentengiso alutshintshanga, ngaphandle kohlengahlengiso oluncinci oluya phezulu ngo-2023-2024. Ukuthengisa ngoku kulindeleke ukuba kwandiswe phantse nge-18% ukuya kwi-429k iiyunithi kulo nyaka, eya kuba yeyesibini intengiso ephezulu kwimbali yemarike. Kunyaka olandelayo, silindele ukukhula kweentengiso ukuba kube tyaba (+ 0.8%), kulandela iminyaka emithathu elandelelanayo yokukhula okuphindwe kabini.
Ukushwankathela, iintengiso ze-ASEAN LV ngoku ziqikelelwa ukuba ziyancipha kancinci nge-0.3% YoY ukuya kwi-3.33 yezigidi zeeyunithi kulo nyaka kunye nentsebenzo ephantsi yokuthengisa e-Indonesia, eThailand naseVietnam. Ngaphezu koko, ukuthengiswa kuka-2023 kumazwe akhankanyiweyo kusengozini ephantsi.
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