Lapho i-Xiaomi SU7 ikhishwa ekuqaleni kuka-2024, i-blogger yase-China yaqala inhlolovo: Iyiphi inkampani ezothinteka kakhulu ngokungena kuka-Xiaomi?
Amavoti aphezulu aye ku-Xpeng.
Ngaleso sikhathi, i-Xpeng yayingazinzile. I-Xpeng X9 isidlulile isikhathi sayo sokuthengisa esiphezulu, futhi i-G6, G9, ne-P7i ayizange ithengise kahle, ukuthengiswa kwanyanga zonke kusesezinkulungwaneni eziphansi. Kodwa-ke, i-MONA 03 ne-P7+ ezikhishwe engxenyeni yesibili yonyaka zaba izingoma ezisheshayo, zacindezela ukuthengiswa kuka-Xpeng kaNovemba kwaba ngaphezu kwamayunithi angama-30,000 okokuqala ngqa. Ukwengeza, lezi zinhlobo ezimbili zinama-oda angaphezu kwe-100,000 angalethiwe, okubonisa ukuthi i-Xpeng izoqhubeka nokubona iziqongo zokuthengisa eziphakeme ezinyangeni ezizayo.
Ngaphezu kwalokho, ngoSuku Lobuchwepheshe lwe-Xpeng ngoNovemba, inkampani yamemezela ukuthuthukiswa kwezimoto ezithatha ibanga elide, yethula umkhiqizo onobubanzi obungaphelele bukagesi obungamakhilomitha angama-430 kanye nebanga elihlanganisiwe lamakhilomitha ayi-1,400. Ibanga elinwetshiwe seliphinde lafakazela ukuthi liyisikhuthazo sokuthengisa izimoto zaseShayina ezinamandla ezintsha.
I-Avita, engavamile ukwephula u-10,000 ekuthengisweni, iphinde yabika amayunithi angu-11,579 athengiswa ngoNovemba, okuwukunyuka konyaka okungaphezu kuka-180%, nokubeka irekhodi elisha. Inani eliphakeme langaphambilini lalingamayunithi ayi-10,056 ngo-Okthoba.
Ngo-2023, i-Avita yathengisa amayunithi angama-27,000 kuphela ngamamodeli amabili kagesi ahlanzekile, isilinganiso samayunithi angaphezu kuka-2,000 07 ngenyanga. Ngemuva kokukhishwa kwenguqulo yobubanzi obunwetshiwe ye-Avita 10,000, i-Avita yagcina ibone izinyanga ezilandelanayo zokuthengisa ezingaphezu kwamayunithi ayi-11. Ngokungezwa kwezinguqulo zobubanzi obunwetshiwe zamamodeli angu-12 no-XNUMX, ukuthengiswa kwe-Avita kwesikhathi esizayo kubukeka kuthembisa.
I-NIO ithule kancane. Ngo-2024, i-NIO ayizange yethule izimoto ezintsha ngaphansi komkhiqizo wayo oyinhloko, yengeza kuphela i-L60 ngaphansi kohlobo lwayo lwesibili, kanti uhlobo lwesithathu, i-Firefly, luzoqala ekupheleni kwale nyanga phakathi ne-NIO Day. U-2025 kulindeleke ukuthi ube unyaka obalulekile wohlelo lomkhiqizo we-NIO.
Noma kunalokho, u-2025 kuzoba unyaka onqumayo ezimotweni zamandla amasha aseShayina.
I-Xpeng ne-NIO Zihlose Ukuphinda kabili, i-Xiaomi Ilungele Ukuhlukana
Muva nje, abakwa-36kr bahlanganise ukusebenza kokuthengiswa kwabakhiqizi bamandla abasha baseShayina ngo-2024 kanye nezibikezelo zabo zokuthengisa zangaphakathi zika-2025:
I-NIO Group (NIO + L60) ithengise cishe amayunithi angama-200,000 ezinyangeni eziyi-11 zokuqala zika-2024, ngenani elilinganiselwe lamayunithi angama-230,000 ngonyaka. Ukuthengiswa okuhlosiwe kuka-2025 amayunithi angu-460,000, nohlobo lwe-L60 luhlose amayunithi angu-240,000.
I-Xpeng ithengise amayunithi ayi-150,000 ezinyangeni eziyi-11 zokuqala zika-2024, nenani elilinganiselwe lamayunithi ayi-180,000 ngonyaka. Inhloso yokuthengisa yango-2025 ngamayunithi angama-350,000.
I-Li Auto ithengise amayunithi angaphezu kuka-440,000 ezinyangeni eziyi-11 zokuqala zika-2024, nenani elilinganiselwe lamayunithi angama-500,000 ngonyaka. Inhloso yokuthengisa yango-2025 ngamayunithi angama-700,000.
I-Leapmotor ithengise amayunithi angaphezu kuka-250,000 ezinyangeni zokuqala eziyi-11 zika-2024, nenani elilinganiselwe lamayunithi acishe abe ngu-300,000 ngonyaka. Inhloso yokuthengisa yango-2025 okungenani ingamayunithi angama-500,000.
I-Xiaomi ithengise amayunithi angaphezu kuka-110,000 ezinyangeni zokuqala eziyi-11 zika-2024, ngokuthengisa okungaphezu kwamayunithi angama-20,000 ngo-Okthoba nangoNovemba. Isamba esilinganisiwe sonyaka singaphezu kwamayunithi ayi-130,000, nesibikezelo sokuthengisa sango-2025 samayunithi angama-360,000.
Ngokuqondene nemboni enkulu ye-BYD, ukuhlaziya kwangaphandle kubikezela isibikezelo sokuthengisa sango-2025 samayunithi ayizigidi ezi-5.5, kuyilapho okuhlosiwe kwe-HarmonyOS Auto kungenzeka kubekwe kumayunithi ayisigidi esi-1. Ngaphandle kwesizinda esikhulu se-BYD kanye nemakethe elinganiselwe yezimoto ezintsha zaseShayina, engashiyi indawo yokuthengiswa okuphindwe kabili, okuhloswe ngakho ukuthengiswa kwe-Li Auto kuphela okubonakala kungokoqobo. Ngenkathi ezinye izinhlobo zamandla amasha ngokuvamile zisethe umhlahlandlela wokuthengiswa okuphindwe kabili, okulindelwe yi-Xiaomi kucishe kuphindeke kabili.
Ukwengeza, njengoba izinhlobo zamandla amasha enziwe eShayina zikhula ngokushesha futhi zinikeza izibikezelo ezinethemba, i-36kr ifunde ukuthi isibikezelo sokuqala sokuthengiswa kweMercedes-Benz neBMW ngo-2025 sizoqhubeka nokulungiswa kwehle ngo-10-15%. Lokhu kuphakamisa ukuthi amabhrendi aphezulu afana ne-BBA angase abe uhlobo lwesibili olunethezeka, kuyilapho ama-brand afana ne-Li Auto ne-AITO azowadlula ngokusemthethweni ekuthengisweni.
Impi ka-2025: Akukho Ukugodla
Njengesiqalo esiphumelele kakhulu, i-Xiaomi Auto izuze inani lokuthengisa lanyanga zonke lamayunithi angu-20,000 ngesedan ehlanzekile kagesi enenani elingaphezu kuka-$27,400, okumaka isimangaliso emlandweni omusha wamandla wase-China. Naphezu kwamagama angukhiye asezingeni eliphezulu, kagesi amsulwa, kanye ne-sedan aphakamisa ukuthengiswa okubi, i-Xiaomi SU7 yephule lesi siqalekiso.
Okuthusa kakhulu ukuthi i-Xiaomi SU7 ibonakala iyisivivinyo se-Xiaomi Auto, hhayi isu labo eliyinhloko, njengoba i-SUV ye-“Ferrami” SUV ilandela i-“Porschemi” sedan emakethe.
Ngokomqondo wemakethe yaseShayina, amaSUV asesigabeni esifanayo kanye nenani lentengo adayisa kangcono kunama-sedans. Ngakho-ke, ngemuva kokukhishwa kwe-Xiaomi SUV engxenyeni yokuqala ka-2025, inhloso yokuthengiswa kwenyanga kwe-30,000 ye-Xiaomi Auto ayinzima. Ku-Xiaomi, ukuthengisa akuyona inkinga; ukukhiqiza nokulethwa yizinselelo.
Izenzo ze-NIO ngo-2024 zingabonakala njengesigaba sokulungiselela, esilungele ukweqa ngo-2025.
I-NIO flagship sedan ET9, ekhishwe ekupheleni kuka-2023, izokwethulwa ngo-2025. Nakuba singalindele ukuthi idayiswe ngamanani amakhulu, u-2025 uzoba unyaka omkhulu ngempela wemikhiqizo ye-NIO.
I-Le Tao, ebilindelwe ngabomvu, iphinde yabhekana nezinkinga zamandla okukhiqiza ngokumangazayo ngo-2024. Ukulethwa kwe-L60 akukhuphuki ngokushesha ngokwanele, kodwa u-Li Bin uthe ukuthuthukiswa kuzokwenziwa ekupheleni konyaka nango-2025.
Ukwengeza, i-Chinese First Financial iveze ukuthi u-Le Tao uzokwethula ama-SUV anezihlalo ezingu-6-7 ezinkulu kanye namaSUV amakhulu anezihlalo ezinhlanu ngo-2025, eqondise izimbangi ezifana ne-Li Auto's L8 ne-L7, kodwa ngentengo ephansi.
Olunye uhlobo, i-Firefly, kulindeleke ukuthi ilethe engxenyeni yokuqala ka-2025. Intengo yokuqala yemodeli yokuqala enebhethri elithengiwe imayelana ne-$ 19,200, futhi inketho yokuqasha ibhethri cishe i-$ 13,700. Akuqiniseki ukuthi le modeli ingakwazi yini ukuphinda impumelelo ye-Xpeng's MONA 03.
Nakuba inhloso ye-NIO yokuphinda kabili ukuthengisa ibonakala iyihaba, uma kucatshangelwa ukuthi i-NIO ilwa nemikhiqizo emithathu ngesikhathi esisodwa futhi ehlisa izintengo ngamandla, umsebenzi womkhiqizo ngamunye awunzima kangako.
Njengoba kunemikhiqizo emine manje ngaphansi kweHarmonyOS Smart Mobility, i-AITO ihola iphakethe. I-AITO M8 ngo-2025 izophumelela i-AITO M9, isize i-AITO ukuthi iqhubeke nenani eliphakeme lokuthengisa. Lo mkhiqizo uthathwa njengobaluleke kakhulu kuHarmonyOS Smart Mobility ngo-2025.
Ukwengeza, i-Enjoy S9, naphezu kokubhekana nezinselele ezisezingeni eliphezulu, zikagesi omsulwa, kanye ne-sedan, isebenza kahle phakathi kwemikhiqizo efanayo kodwa ayinazo izinombolo eziphelele ezihlaba umxhwele. Ngakho-ke, idinga inzuzo yebanga elinwetshiwe ukuze izintengo eziphansi futhi ikhulise ukuthengisa.
I-Zun S800 isivele yethuliwe, enenani lamanani angaphambi kokudayiswa cishe okungama-$136,800 kuya ku-$205,200, ikakhulukazi eqondise imakethe esezingeni eliphezulu. Ngo-2025, i-Zun izophinde yethule imodeli yesibili, nakuba kungacaci ukuthi izoba yi-SUV noma i-MPV, kodwa cishe izoba sebangeni le-RMB lama-dollar ayizigidi (Ngaphezu kwe-$ 137 yezinkulungwane).
Ngo-2024, uLi Auto wayethule kune-NIO. I-Maga ebilindelwe ngabomvu ayizange iqhubeke nempumelelo yokuqhuma kochungechunge lwe-Li L futhi yafundiswa isifundo esinzima yimakethe kagesi emsulwa, ibambezela ukwethulwa kochungechunge lwe-Li pure electric M. Ukwengeza, i-L6 esanda kwethulwa yaba insika yokuthengisa kodwa yehlisa isilinganiso sentengo yokuthengisa ye-Li Auto.
I-Li pure electric SUV, engazange yethulwe ngo-2024, kulindeleke ukuthi iqale ngo-2025. Uchungechunge olunwetshiwe luka-L luzobuye lwavuselelwa, okunothisa umugqa womkhiqizo we-Li Auto. Kodwa-ke, njengenjwayelo, amamodeli kagesi amsulwa awathengisi kanye nobubanzi obunwetshiwe, ngakho okulindelekile ekuthengisweni kukagesi okumsulwa kwe-Li Auto akuphezulu kakhulu. Lokhu kungase kube isizathu esenza i-Li Auto's 2025 ihloselwe ukonga kakhulu.
Ekuqaleni kuka-2024, u-Xpeng umemezele izinhlelo zokwethula amamodeli amasha ayi-10 eminyakeni emithathu ezayo, amabili ngo-2024, okuyi-MONA 03 ne-P7+. Ngo-2025, i-Xpengng ihlela ukwethula amamodeli amasha amathathu kanye nokuklama kabusha okune okukhulu.
Lezi zimoto ezintathu ezintsha kulindeleke ukuthi zihlanganisa i-SUV ye-B-class, i-SUV yeklasi ye-C+ elayisha abantu abayisithupha, kanye ne-"land carrier" efakwe indiza emukayo nehlala phansi. Ukwengeza, amamodeli amakhulu njenge-P7i, G6, G9, ne-X9 azothola izibuyekezo.
I-SUV ye-B-class ingase ibizwe ngokuthi i-G7, ibekwe ngaphezu kwe-G6, yabelana ngenkundla ne-P7+. I-SUV yeklasi ye-C+ enezihlalo eziyisithupha enosayizi ogcwele izoba imodeli yokuqala ye-Xpeng enwetshiwe, enkulu kune-AITO M7 ne-Li Auto L8.
Sekukonke, siyabona ukuthi uhlelo lomkhiqizo lwango-2025 lunamandla kuno-2024, ikakhulukazi ngokuncintisana okuqinile engxenyeni ye-SUV, kanye nokwanda okukhulu kwamamodeli anwetshiwe.
I-Li Auto yethula inhlanganisela yeSUV eyandisiwe eminyakeni edlule, kodwa ezinye izinhlobo azikaze ziyilandele. Njengoba izinhlobo eziningi zisebenzisa le nhlanganisela edumile, inzuzo yasekuqaleni ye-Li Auto ingase inciphe.
Umncintiswano ngo-2025 akusona nje isiqubulo; kumayelana namabhrendi afaka amandla awodwa futhi ahlanganyele emqhudelwaneni oshubile.
Ukuphela Kokwandiswa, Ukungena Esigabeni Sokugcina
I-Geely Group, ebilokhu ithuthukisa imikhiqizo eminingi, yaqala ukuxhumanisa ukubambisana phakathi kwemikhiqizo yayo ekupheleni kuka-2024, yaze yahlanganisa nezinhlaka zenhlangano. Ushintsho olukhulu ukuhlanganiswa kwamasu kwe-Zeekr kanye ne-Lynk & Co, u-Zeekr ephethe u-51% wamasheya e-Lynk & Co, womabili ngaphansi kwe-Zeekr Technology Group.
Ukwengeza, i-Radar Auto, eyenza ukuthatha amandla amasha, ihlanganiswe ne-Geely Auto Group, futhi i-Geometry Auto ihlangana nohlobo lwe-Galaxy. Lokhu kukhombisa ukuthi i-Geely isesigabeni sokuhlanganisa, ihlanganisa imikhiqizo ehlukahlukene kusukela esikhathini sokunwetshwa ukuze kuncishiswe ukumoshwa kwezinsiza.
Nge-Zeekr kanye ne-Lynk & Co ngaphansi kwe-Zeekr Technology Group, ukuthengisa kwabo kwanyanga zonke okuhlanganisiwe kudlule amayunithi angu-50,000, asondela kumayunithi angu-60,000 (ukuthengiswa kukaNovemba: amayunithi angu-Zeekr 27,011, amayunithi we-Lynk & Co 32,679). Imibiko iphakamisa impoqo yokuthengisa ehlanganisiwe yango-2025 yamayunithi ayisigidi esi-1, okuphawula ingqophamlando enqubweni ye-premium ye-Geely.
U-Roewe no-Feifan be-SAIC nabo basalungiswa. U-Feifan, odabuka kwa-SAIC Roewe, uhlose uguquko olusezingeni eliphezulu kumagagasi amasha wamandla kodwa wenze inqubekelaphambili encane eminyakeni edlule. Embukisweni Wezimoto wase-Guangzhou, u-Feifan no-Roewe banqume ukuhlangana.
Njengoba i-Geely ne-SAIC benza izinguquko eziphawulekayo, izinhlobo eziningi zamandla ezintsha zisalela emuva.
Isibonelo, i-Hechuang Auto, enobudlelwano ne-GAC ne-NIO, icishe yawa ngo-2024. Ekuqaleni ibhizinisi elihlanganyelwe phakathi kwe-GAC ne-NIO, yaba yi-Hechuang ngemva kokuphuma kwe-NIO kanye nokungena kwe-Guangdong Zhujiang Investment Management Group.
Kodwa-ke, ukuthengiswa kwe-Hechuang bekukubi, kuhamba cishe amayunithi ayi-10,000 ngonyaka, kanti kudayiswe angu-110 kuphela ngo-Okthoba 2024. I-Hechuang Auto ikhiphe zonke izisebenzi egatsheni layo lase-Shanghai futhi ikweleta iholo lokuyekiswa, njengoba sekusele abantu abangaba ngu-50 kuphela endlunkulu yayo yase-Guangzhou ukuze inakekele imisebenzi eyisisekelo.
INeta Auto nayo isenkingeni. Lapho nje umholi wezokuthengisa phakathi kwamabutho amasha ngo-2022 enamayunithi ayi-152,100, wabhekana nokwehla kokuthengiswa ngo-2023 nango-2024: amayunithi ayi-127,500 ngo-2023, kanye namayunithi angaphansi kwe-100,000 eChina ngo-2024.
Phakathi nokwehla kokuthengiswa, i-Neta Auto ikhungethwe izindaba ezingezinhle, njengokulibaziseka kokulethwa kwezimoto, ukudilizwa, amaholo angakhokhelwa, ukuncishiswa kwamaholo, nokuvalwa kwefekthri.
Muva nje, kuqubuke amahlebezi mayelana nokusula kuka-Neta CEO uZhang Yong, kodwa uNeta wakuphika ngokusemthethweni, wathi uZhang usesesikhundleni futhi inkampani isebenza ngokujwayelekile.
Kodwa-ke, ngokukhula okusheshayo kwemakethe entsha yamandla, ukwehla kokuthengiswa kwe-Neta Auto kuphakamisa ukuthi umkhiqizo mancane amathuba okuba uphile emqhudelwaneni wesikhathi esizayo. Yize iNeta yenza kahle eThailand, imakethe incane kakhulu ukuthi ingakwazi ukuqhubeka nenkampani yezimoto.
Ngo-2024, sabona ukuwa kwemikhiqizo efana ne-HiPhi ne-Hechuang, nabanye abaningi bengena ukubala wehla. Njengoba i-2024 iphela, singaphetha ngokuthi inkathi yokwandisa isiphelile, futhi isigaba sokugcina sesiqalile. Lawo asesemdlalweni amabhrendi afana ne-NIO, i-Li Auto, ne-Leapmotor evela emqhudelwaneni, noma amabhrendi asekelwa amabhizinisi amakhulu kanye nethrekhi yokukhula, efana ne-DeepBlue, Avita, ne-IM Motors.
Umthombo ovela ifan
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