Ukusukela oko kwathi kwaqhambuka ingxaki yetshiphu kwikota yesine yalo nyaka uphelileyo, “ukunqongophala okungundoqo” kweshishini leemoto kwihlabathi kubambekile. Iinkampani ezininzi zeemoto ziqinise amandla azo okuvelisa kwaye zoyise ubunzima ngokunciphisa imveliso okanye ukunqumamisa ukuveliswa kwezinye iimodeli.
Noko ke, ukuguquka kweentsholongwane kuye kwabangela oobhubhani ngokuphindaphindiweyo. Ukukhusela ukhuseleko lwabasebenzi, iifektri ezininzi zetshiphu zinokuvelisa kuphela kumthwalo ophantsi okanye zide ziyeke imveliso. Ke ngoko, ukunqongophala kweetshiphusi kuye kwaqina ngakumbi. Ixesha lokuhambisa ngoJulayi liye landiswa kakhulu ukusuka kwiiveki ezi-6-9 eziqhelekileyo ukuya kutsho ngoku. Iiveki ezingama-26.5. Okwangoku, uninzi lweenkampani ze-auto-inventories ze-chip ziye zaphuma, kwaye zinokusika kakhulu izicwangciso zazo zemveliso zikaSeptemba. Ngokomzekelo, isicwangciso sokuveliswa kweToyota sikaSeptemba sancitshiswa ukusuka kwi-900,000 ukuya kwi-500,000, ukuhla ukuya kuma-40%.
Imarike yemoto yasekhaya nayo ichaphazeleke kakhulu. Ukungabi nakuzinceda okutsha nje kwabaphathi bakwaBosch e-China ukuba baxolise kwi-Moments kunye namahemuhemu okunqunyanyiswa kweemodeli ezininzi ze-Audi kwakhona kutyhalele phambili imeko "yokunqongophala" kweenkampani zeemoto zasekhaya. Kwimarike ye-auto yaseTshayina, "ukungabikho kwee-cores" akuchaphazeli nje ukwandiswa kwexesha lokunikezelwa kweemodeli, kodwa kunokwenzeka ukuba kuzise utshintsho kwixesha kunye nokukhethwa kwemodeli yabathengi.
Iitshiphusi zemoto kunzima "ukuhambisa umhlaba"
Kwiinkampani zeemoto, akunqweneli kakhulu ukubangela ukuhla ngokukhawuleza kweentengiso ngenxa yokunqongophala kwamacandelo athile, kunokuba amandla emveliso ngokwayo, kwaye imeko yangoku yokunqongophala kwe-chip engenakuguqulwa yenza ukuba iinkampani zeemoto zixinezeleke ngakumbi.
Ngokunyuka kwenani lamacandelo olawulo lwe-elektroniki kwiimoto, imfuno yenani leetshiphusi emotweni inyuke kakhulu. Okwangoku, imoto yomkhweli idla ngokuxhotyiswa ngeetshiphusi eziyi-1500-1700 zezinto ezahlukeneyo. Iichips ezilahlekileyo kwiindawo ezibalulekileyo ziya kuthintela isithuthi ekuqhubeni ngokuqhelekileyo nangokukhuselekileyo.
Uninzi lwabasebenzisi basekhaya babuze ukuba kutheni imeko yobhubhani yasekhaya ilawulwa kakuhle, kutheni imveliso ye-chip ingenakubekwa kweli lizwe? Enyanisweni, oku kunzima ukufezekisa ngexesha elifutshane, kwaye akusiyo i-bottleneck yobugcisa. Iichips zeemoto azinazo iimfuno eziphezulu kwinkqubo yokuvelisa, kodwa ngenxa yemeko enzima yokusebenza kunye neemfuno eziphezulu zobomi benkonzo, iichips zeemoto zifuna ukuzinza okuphezulu kunye nokuhambelana.
Okwangoku, kukho iinkampani ze-chip e-China, kodwa uvavanyo lwangaphambili kunye nenkqubo yokuqinisekisa i-chip yi-OEM inzima kakhulu kwaye ithatha ixesha elide. Kwiimeko eziqhelekileyo, emva kokukhethwa kokuqala kwabanikezeli be-chip, iinkampani zeemoto aziyi kuthatha inyathelo lokuthatha indawo yazo. Ke ngoko, kunzima kwiinkampani zeemoto ukwazisa ababoneleli be-chip abatsha ngexesha elifutshane.
Ngakolunye uhlangothi, inkqubo yokuvelisa i-chip ibandakanya amakhonkco amaninzi, njengoyilo, ukuvelisa, kunye nokupakishwa, ngoko ke iinkampani ezininzi zinecandelo labasebenzi kunye nentsebenziswano. Amakhonkco obuchwepheshe obuphantsi obufana nokupakishwa afumaneka ikakhulu kumazwe nakwimimandla eneendleko eziphantsi zabasebenzi. Kwakhona akukho ngqiqweni ukuba iinkampani ze-chip zifuduke kwaye zakhe iifektri ngenxa yobhubhane.
Okwangoku, "akukho ndawo ye-chip yokuskena" kwimarike, ngoko ujongene nengxaki yokunqongophala kwe-chip, yonke imboni enokuyenza kukulinda. UCui Dongshu, unobhala-jikelele weNational Passenger Car Market Information Association, wathi: “Akukho mfuneko yokoyika kakhulu xa kukho ukunqongophala kweetshiphusi. Ndiyakholelwa ukuba ukuthengiswa kweemarike kuya kuphucuka kakhulu kwikota yesine. "
Nangona kunjalo, iitshiphusi zeemoto zibuyele ngokupheleleyo kwinqanaba lokubonelela kwangaphambili, ekulindeleke ukuba libe ngunyaka ozayo. Iinkampani zeemoto ezikhathazwa ziintlungu nazo ziya kuqalisa "ukugcina" iitshiphusi, eziya kwandisa ixesha lemakethi ye-chip ngokunqongophala.
Abathengi "ababambe imali" kunye namanye amathuba
Ngokwezibalo ezivela kwi-China Automobile Association, ukususela ngo-Matshi walo nyaka, ukuthengiswa kweemoto zomkhweli wasekhaya kuye kwancipha kwiinyanga ezine ezilandelelanayo, kwaye "ukunqongophala okungundoqo" sesinye sezizathu ezibalulekileyo zoku. Ukujonga kwidatha yokuthengisa yeenkampani ezithile zeemoto, iinkampani zeemoto ezidityanisiweyo zichaphazeleka ngakumbi kuneenkampani zeemoto zaseTshayina, kwaye iimodeli ezithunyelwa ngaphandle zichaphazeleka ngakumbi kunemodeli yasekhaya.
Ishishini liqikelela ukuba ukunqongophala kweetshiphusi kuya kuthintela ukuveliswa kweemoto eziphantse zibe yi-900,000 e-China ngo-Agasti. Iinkampani ezininzi zeemoto zinokusilela okuthe kratya kwee-odolo kwiimodeli ezahlukeneyo ezithengiswayo, kwaye abanye abathengisi bezithuthi bade bathengisa iimoto zokubonisa. Indlela yokuxolisa abathengi ngokulinda ixesha elide kunye nokusombulula ukusilela kwee-odolo ngokukhawuleza yintloko kwiinkampani ezininzi zeemoto namhlanje.
Ngelo xesha, i-chain chain industry ye-automobile ibangele uchungechunge lweempembelelo zebhabhathane kwishishini ngenxa "yokungabikho kwengundoqo". Okwangoku, isantya sesaphulelo seemodeli ezininzi "sinciphile", kwaye isixa sesaphulelo seminye imodeli siye sancitshiswa nge-10,000 yuan xa kuthelekiswa nokuqala konyaka. Kwangaxeshanye, umjikelo wokuthatha uye waba mde, nokuba ziinyanga ezininzi. Ke ngoko, abathengi abangxameleyo ukuthenga imoto bahlehlise isicwangciso sabo sokuthenga iimoto, nto leyo eyenze mandundu ngakumbi imeko eyonqenayo ngexesha lonyaka.
Ngokutsho kwedatha evela kwi-Federation of Travel Services, kwiiveki ezimbini ezidlulileyo ngo-Agasti, ukuthengiswa kweentengiso zabakhiqizi abakhulu ngeeCawa zokuqala nezesibini kwakuyi--6.9% kunye ne-31.2% ngokulandelanayo ngonyaka, kwaye ukuhla kwenyuka kwaba. 20.3% unyaka nonyaka. Kuqikelelwa kwangaphambili ukuba imarike yokuthengisa isithuthi esincinci kule nyanga iya kuba malunga ne-1.550 yezigidi zeeyunithi, ngcono kancinci kunedatha ngoJulayi. Ngenxa yomjikelo omde wokuhanjiswa kweemoto ezintsha, ikwaqhubele phambili ukunyuka kwamva nje komthamo wentengiselwano kwimakethi yasekhaya yeemoto ezisetyenzisiweyo. Kwaye kwixesha elizayo lokuthengisa i-peak "Golden Nine Silver Ten", kunokwenzeka kakhulu ukuba ukungabikho kokubonelelwa okwaneleyo kweemoto ezintsha kuya kulahlekelwa ngumfutho kwixesha elidlulileyo.
Ngenxa yomahluko omkhulu kwiqondo "lokunqongophala okungundoqo" phakathi kweenkampani zeemoto, iinkampani zeemoto ezinoluhlu olukhulu nazo zithatha ithuba lokubamba isabelo semarike. Kwiinyanga ezimbalwa ezidlulileyo, isabelo semarike yeempawu zaseTshayina kunye nezithuthi zombane ziye zanda kakhulu, ngenxa yokuba ukunikezelwa kweetshiphusi kukhuselekile ngakumbi.
Kwangaxeshanye, ezinye iinkampani zeemoto ezinezibheno zohlobo olungenamandla zinokusebenzisa eli thuba ukutsala umdla kunye nesenzo sabathengi abaneemfuno zokuthenga imoto zamva nje ngokuziswa kweemoto ezintsha kunye nezaphulelo ezinkulu.
Ixesha lokuposa: Aug-23-2021