Ihlaziya Amathrendi Emakethe ka-2025 nge-Deepseek: Insights kusuka ku-2024 New Energy Sanitation Vehicle Sales Data

I-Yiwei Motors iqoqe futhi yahlaziya idatha yokuthengisa yemakethe yezimoto zokuthuthwa kwendle entsha ngo-2024. Uma kuqhathaniswa nesikhathi esifanayo ngo-2023, ukuthengiswa kwezimoto ezintsha zokuthuthwa kwendle kukhuphuke ngamayunithi angama-3,343, amele izinga lokukhula lika-52.7%. Phakathi kwalokhu, ukudayiswa kwezimoto zikagesi ezihlanzekile kunyuke ngo-2,792, okukhuphuke ngo-45.4%, kwathi ukuthengiswa kwezimoto zokuthuthwa kwendle kukhule ngamayunithi angama-412, okuwukukhula okumangazayo okungama-286.1%. Amamodeli ahlanzekile kagesi abalelwa ku-92.34% wesamba esithengisiwe sonyaka.

Kuwo wonke u-2024, ukuthengiswa kwezimoto ezintsha zokuthuthwa kwendle kukhombise ukusebenza okuqinile engxenyeni yesibili yonyaka, kwathi ikota yesine igqame njengesikhathi esingcono kakhulu, kuthengiswe amayunithi angama-3,589 futhi kwanikela ngama-37% engqikithi yokuthengiswa konyaka. UZibandlela kube yinyanga ephambili, njengoba kudayiswe amayunithi ayi-1,928, okubalelwa ku-19.91% wesamba.

Isebenzisa i-Deepseek (imodeli ye-AI ehamba phambili yasekhaya ehlonishwa ngokuthi “ukuziqhenya kwe-AI” yaseChina futhi yenza amagagasi emphakathini we-AI womhlaba), i-Yiwei Motors ihlaziye izitayela zemakethe zango-2025 zezimoto ezintsha zokuthuthwa kwendle eChina ngokusekelwe kudatha yokuthengisa yango-2024. Ukuhlaziya kuveza imininingwane esemqoka elandelayo:

1. Ukukhula Kwemakethe Okukhulayo

Ngaphansi kohlaka lwenqubomgomo “Ye-Dual Carbon”, ukunwetshwa kwamadolobha okulingwa kuwo ukufakwa kukagesi okuphelele kwezimoto zomkhakha womphakathi (okulandela impumelelo yeqoqo lokuqala elethulwe ngo-2023) kanye nezidingo eziqinile “Zohlelo Lokusebenza Lokuthuthukisa Ikhwalithi Yomoya Oluqhubekayo” kukhulise kakhulu ukuthengwa kohulumeni basekhaya. Ngo-2024, izifundazwe/omasipala abahlanu abahamba phambili (i-Hebei, i-Guangdong, i-Sichuan, i-Beijing, ne-Hunan) babala cishe u-60% wokuthengisiwe okuphelele, okubonisa umphumela onamandla wokubonisa ezifundeni eziqinile ngokwezomnotho. Ngo-2025, amadolobha esigaba sesibili nesesithathu, kanye nezifunda ezisenyakatho ezibhekene nengcindezi enkulu yokulawulwa kwemvelo, kulindeleke ukuthi zisheshise ukwamukelwa kwazo, okuqhubekisele phambili ukungena ezimakethe kudlule i-15%.

2. Amathuba Emakethe Yezimoto Ze-Hydrogen Fuel Cell Sanitation

Nakuba amamodeli kagesi amsulwa, asekelwa uchungechunge lwezimboni ezivuthiwe (isabelo semakethe esingamaphesenti angama-92.34), zisalokhu zihamba phambili, izinga lokukhula elingu-286.1% lamamodeli amaseli kaphethiloli libonisa amathuba avelayo. Ngo-2024, umkhakha wamandla e-hydrogen wabona ukwanda kwezinqubomgomo ezisekelayo (ezinamaqoqo edolobha akhombisa izimoto ezikhombisa amaseli kaphethiloli akhula aze afike kwamahlanu) kanye nokwehla kwezindleko zesistimu (isilinganiso samanani esistimu yamaseli kaphethiloli ehla). Uma kubhekwa imizila engaguquki kanye nezici zokufaka uphethiloli ezimaphakathi zemisebenzi kamasipala yokuthuthwa kwendle, lo mkhakha usulungele ukuba yindawo engcono kakhulu yokuhlola ukuthengiswa kwamandla e-hydrogen. Ngo-2025, amamodeli amaseli kaphethiloli kulindeleke ukuthi abambe ngaphezulu kwe-8% yemakethe.

3. Ukwandiswa Kwemakethe

Izifundazwe ezinhlanu ezihamba phambili zibalele cishe ama-60% okuthengiswayo ngo-2024, okugqamisa umthelela omkhulu wokubonisa ezifundeni ezibalulekile. Ngokwakhela empumelelweni yalezi zifunda kanye nokwesekwa okuqhubekayo kwenqubomgomo, imakethe ngo-2025 izovela ngezindlela ezimbili: amadolobha okuqala, esigaba sesithathu nesesine azovula isidingo ngezinqubomgomo ezisekelwe ekukhuthazeni, futhi okwesibili, izifunda ezifana neSichuan-Chongqing kanye neNorthwest China zizosebenzisa izinzuzo zazo zamandla aluhlaza ukuthuthukisa izinhlelo zokukhucululwa kwendle ezisebenza nge-hydrogen. Ukuqoqwa kokuthengiswa ezifundazweni ezinhlanu eziphezulu kulindeleke ukuthi kwehle kufinyelele cishe ku-50%, kanti isidingo emadolobheni aphambili sizoshintshela kumamodeli asezingeni eliphezulu (isb., izimoto ezihlakaniphile, ezinikwe amandla olwazi, kanye nezimoto ezinkulu), okuzodala isimo semakethe esihlukene.

4. Ukuthuthukiswa Kwesakhiwo

Ingxenye yesine yokuthengisa engu-37% ibonisa iphethini yokuphela konyaka集中交付 (ukulethwa okugxilile), okubonisa isimo somjikelezo wokuthengwa kwempahla kukahulumeni. Njengoba ukuzwela kwezindleko zokusebenza kukhuphuka, imakethe ngo-2025 izogcizelela kakhulu umnotho womjikelezo wempilo kanye nezixazululo ezibanzi zesimo. Izinkampani ezihamba phambili zizoqala ukuhlanganisa izinsiza ezengeziwe ezifana nokushaja, ukubhanga ngamabhethri, nokuqashiswa kwezimoto zokuthuthwa kwendle. Kodwa-ke, ukuguquguquka kwezintengo zebhethri lamandla (izintengo ze-lithium carbonate zehle ngo-70% ukusuka ekuphakameni kwazo) kungase kubangele ukuhlelwa kabusha kochungechunge lwezimboni, kunikeze izinkampani ezihlanganiswe zibheke phezulu umphetho wokuncintisana ekuqiniseni ubungozi.

Isiphetho

Noma ngabe ngokuqhathanisa okuqondile kwedatha yokuthengisa ka-2024 kanye no-2023 noma ukusetshenziswa kokuhlaziywa kwe-AI ye-Deepseek esezingeni eliphezulu, kuyacaca ukuthi imakethe yezimoto zokuthuthwa kwendle entsha izoqhubeka nokukhula naphezu kwezinselelo zesikhashana ezidalwe yigebe lezezimali nengqalasizinda. Njengoba imakethe isuka ekukhuleni okuqhutshwa yinqubomgomo iye ekukhuleni okuqhutshwa yimakethe, izindikimba eziyinhloko kuzoba “ukuphindaphinda kwezobuchwepheshe okusheshisiwe, amamodeli amabhizinisi amasha, kanye nokungena ezimakethe zesifunda.”