1H 2023 Isishwankathelo: Izithuthi zorhwebo zaseTshayina ezithunyelwa ngaphandle zifikelela kwi-16.8% yokuthengiswa kweCV

Imarike yokuthumela ngaphandle yeizithuthi zorhweboe-China yahlala yomelele kwisiqingatha sokuqala sika-2023. Umthamo wokuthumela ngaphandle kunye nexabiso lezithuthi zorhwebo lonyuke ngo-26% kunye ne-83% ngonyaka ngokulandelelana, ukufikelela kwiiyunithi ze-332,000 kunye ne-CNY 63 billion. Ngenxa yoko, ukuthunyelwa kwempahla kumazwe angaphandle kudlala indima ebaluleke kakhulu kwimarike yezithuthi zorhwebo zaseChina, kunye nesabelo salo esinyuka ngeepesenti ze-1.4 ukusuka kwixesha elifanayo lonyaka odlulileyo ukuya kwi-16.8% yokuthengiswa kweemoto zentengiso zaseChina kwi-H1 2023. Ngaphezu koko, ukuthunyelwa kwamanye amazwe kubalelwa kwi-17.4% yokuthengiswa kweelori ezipheleleyo e-China, ngaphezu kweebhasi (12.1%). Ngokusekelwe kwizibalo ezivela kwi-China Association of Automobile Manufacturers, ukuthengiswa okupheleleyo kweemoto zorhwebo kwisiqingatha sokuqala se-2023 kwafikelela phantse iiyunithi ezigidi ezibini (1.971m), kubandakanywa iilori ze-1.748m kunye neebhasi ze-223,000.

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Iilori zibalele ngaphezu kwe-90% yetotali yokuthunyelwa kwamanye amazwe
Ukuthunyelwa kwelori kumazwe angaphandle kubonise ukusebenza okuqinileyo: Ukususela ngoJanuwari ukuya kuJuni ka-2023, ukuthunyelwa kweelori zaseChina kuma kwiyunithi ye-305,000, inyuke nge-26% ngonyaka, kwaye ixabisa kwi-CNY 544 yezigidigidi, kunye nokunyuka konyaka-ngonyaka kwe-85%. Iilori ezisebenza lula zazilolona hlobo luphambili lweelori ezithunyelwa kumazwe angaphandle, ngelixa iilori ezinomthwalo onzima kunye nezithuthi ezirhuqwayo ziye zafumana awona mazinga okukhula ngokukhawuleza. Kwisiqingatha sokuqala sonyaka, iilori ezithunyelwa ngaphandle zaseTshayina zafikelela kwiiyunithi ezingama-152,000, okanye i-50% yazo zonke iilori ezithunyelwa ngaphandle, kunye nokunyuka okuncinci kwe-1% unyaka nonyaka. Izithuthi ezirhuqwayo ezithunyelwa kumazwe angaphandle zifumene elona qondo liphezulu lokukhula, ngaphezu kwamaxesha e-1.4 unyaka nonyaka, uxanduva lwe-22% yelori iyonke yokuthunyelwa ngaphandle, kunye nokuthunyelwa ngaphandle kwelori enzima kunyuke ngama-68% unyaka nonyaka, kubalelwa kwi-21% yazo zonke iilori ezithunyelwa ngaphandle. Kwelinye icala, iilori ezikwisithuba esiphakathi ibikuphela kohlobo lwezithuthi oluye lwafumana ukuhla kokuthunyelwa kwempahla kumazwe angaphandle, zehle nge-17% unyaka nonyaka.

Zonke iintlobo ezintathu zebhasi zanda unyaka nonyaka: Kwisiqingatha sokuqala salo nyaka, ukuthunyelwa kweebhasi ezithunyelwa ngaphandle kwe-China kudlule iiyunithi ze-27,000, ukunyuka kwe-31% ngonyaka, kunye nexabiso lokuthumela ngaphandle lilonke lifikelele kwi-CNY 8 yezigidigidi, ukwanda kwe-74% ngonyaka. Phakathi kwazo, iibhasi ezinobungakanani obuphakathi zinezinga eliphezulu lokukhula, kunye nesiseko esincinci sokuthumela ngaphandle, sifikelela kwi-149% yokukhula ngonyaka. Umyinge wetotali yeebhasi ezithunyelwa kumazwe angaphandle ezenziwe ziibhasi ezinobungakanani obuphakathi unyuke ngeepesenti ezine ukuya kwi-9%. Iibhasi ezincinci zithatha i-58% yokuthunyelwa kwempahla kumazwe angaphandle, ihle ngeepesenti ezisixhenxe ukusuka kulo nyaka uphelileyo, kodwa zigcine indawo ephezulu kwiibhasi ezithunyelwa ngaphandle kunye nomthamo we-16,000 weyunithi kwisiqingatha sokuqala sonyaka, unyuke nge-17% unyaka nonyaka. Umthamo wokuthunyelwa kweebhasi ezinkulu kumazwe angaphandle unyuke ngama-42% unyaka nonyaka, kwaye isabelo sawo sinyuke ngepesenti ezi-3 ukuya kuma-33%.

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Ngelixa iimoto zorhwebo zedizili ibingoyena mqhubi uphambili, ukuthunyelwa kwezithuthi zamandla amatsha kumazwe angaphandle kwakhula ngokukhawuleza
Ukususela ngoJanuwari ukuya kuJuni, ukuthunyelwa kwezithuthi ze-diesel zorhwebo kubonise ukukhula okunamandla, ukunyuka kwe-37% ngonyaka ukuya kwiiyunithi ezingaphezu kwe-250,000, okanye i-75% yokuthunyelwa kwamanye amazwe. Kwezi, iilori ezinomthwalo onzima kunye nezithuthi ezitsalayo zibalelwa kwisiqingatha selizwe laseTshayina elithumela ngaphandle izithuthi zorhwebo zedizili. Ukuthunyelwa ngaphandle kwezithuthi zorhwebo zepetroli kugqithise kwiiyunithi ezingama-67,000, ukuhla nge-2% kancinane xa kuthelekiswa nexesha elifanayo kulo nyaka uphelileyo, kubalelwa kuma-20% ezithuthi zizonke ezithunyelwa ngaphandle. Izithuthi zamandla amatsha ziye zathunyelwa kumazwe angaphandle ngaphezulu kweeyunithi ezingama-600, kunye nokonyuka okumangalisayo okuphindwe kali-13 unyaka nonyaka.

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Indawo yeMarike: IRussia yaba yeyona ndawo inkulu yokusingwa kwezithuthi zaseTshayina ezithunyelwa ngaphandle
Kwisiqingatha sokuqala sonyaka, ukuthunyelwa kwe-China kwezithuthi zorhwebo kumazwe alishumi aphakamileyo ekusingwa kuye kwathatha phantse i-60%, kwaye ukulinganiswa kwiimarike ezinkulu kwatshintsha kakhulu. I-Russia ikhusele ngokuqinileyo indawo ephezulu kumanqanaba okuthunyelwa kwezithuthi zorhwebo zaseTshayina, ukuthunyelwa kwayo kumazwe angaphandle kunyuke ngokuphindwe kathandathu unyaka nonyaka kwaye iilori zibalelwa kuma-96% (ngakumbi iilori ezinomthwalo onzima kunye nezithuthi ezirhuqwayo). IMexico ikwindawo yesibini, ngokungeniswa kwezithuthi zorhwebo ezivela eTshayina zinyuka ngama-94% unyaka nonyaka. Nangona kunjalo, ukuthunyelwa kwe-China kwezithuthi zorhwebo eziya eVietnam kwehle kakhulu, kwehle nge-47% unyaka nonyaka, okubangela ukuba iVietnam yehle ukusuka kwilizwe lesibini ngobukhulu ukuya kwelesithathu. Ukungeniswa kwe-Chile kwezithuthi zorhwebo ezisuka e-China nako kwehlile, nge-63% ngonyaka, yehla ukusuka kwimarike enkulu ngexesha elifanayo kunyaka ophelileyo ukuya kwindawo yesine kulo nyaka.

Ngeli xesha, ukungeniswa kwe-Uzbekistan kwezithuthi zorhwebo ezisuka e-China kunyuke ngokuphindwe kabini ngonyaka ngonyaka, inyusa umgangatho wayo ukuya kwindawo yesithoba. Phakathi kwamazwe alishumi aphezulu ekusingwa kuwo iimoto zorhwebo zaseTshayina, ukuthunyelwa kwempahla kumazwe angaphandle ibizilori ubukhulu becala (zibalelwa ngaphezulu kwama-85%), ngaphandle komlinganiselo ophezulu weebhasi ezithunyelwa eSaudi Arabia, ePeru nase-Ecuador.

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Kuthathe iminyaka ukuba ukuthunyelwa kwempahla kumazwe angaphandle kudlule isinye kwishumi leentengiso zezithuthi zorhwebo eTshayina. Nangona kunjalo, ngee-OEM zaseTshayina zenza utyalo-mali olungakumbi kunye nomzamo kwiimarike zaphesheya, ukuthunyelwa kwezithuthi zorhwebo zaseTshayina ziyakhawuleza, kwaye kulindeleke ukuba zifikelele phantse i-20% yentengiso epheleleyo kwixesha elifutshane kakhulu.


Ixesha lokuposa: Feb-18-2024