Emjikelezweni waseChina we-EV, akuzona kuphela izinkampani zezimoto ezintsha ezifana ne-Nio, i-Xiaopeng ne-Lixiang eseziqalile ukusebenza, kodwa kunezinkampani zezimoto zendabuko njenge-SAIC ezishintsha ngokuqhubekayo. Izinkampani ze-inthanethi ezifana ne-Baidu ne-Xiaomi zisanda kumemezela izinhlelo zazo zokungena emkhakheni wezimoto zikagesi ezihlakaniphile.
NgoJanuwari walo nyaka, i-Baidu yamemezela ukusungulwa ngokusemthethweni kwenkampani yezimoto ezihlakaniphile, njengomkhiqizi wezimoto ezongena embonini yezimoto. UDidi uphinde wathi uzojoyina ibutho labakhi bezimoto esikhathini esizayo. Ekwethulweni komkhiqizo walo nyaka wasentwasahlobo, uSihlalo we-Xiaomi u-Lei Jun umemezele ukungena emakethe yezimoto zikagesi ezihlakaniphile, ngokutshalwa kwezimali okulinganiselwa ku-$10 billion eminyakeni eyi-10. NgoMashi 30, i-Xiaomi Group yenza isimemezelo esisemthethweni eHong Kong Stock Exchange, yathi ibhodi labaqondisi bayo ligunyaze iphrojekthi ukuthi itshale embonini yezimoto zikagesi ezihlakaniphile.
Kuze kube manje, ithrekhi yemoto kagesi ehlakaniphile igcwele amandla amaningi okwakha izimoto.
Ingabe kulula ukwenza i-BEV ehlakaniphile?
- Ukutshalwa kwezimali okukhulu, umjikelezo omude wokukhiqiza kanye nezinselelo eziningi zobuchwepheshe, kodwa izinkampani ze-inthanethi zinezinzuzo ezithile kusofthiwe nezinye izici
Ukutshala imali enkulu. Ngaphezu kwezindleko eziphezulu zocwaningo nentuthuko, ukwakha imoto kuhlanganisa ukuthengisa, ukuphatha, nokuthengwa kwezimpahla ezifana nezimboni. Thatha i-NiO Automobile njengesibonelo. Ngokusho kwedatha yomphakathi, i-NIO yachitha ama-yuan ayizigidi eziyizinkulungwane ezingu-2.49 ku-R&D kanye nama-yuan ayizigidi eziyizinkulungwane ezingu-3.9323 ekuthengisweni nasekuphathweni ngo-2020. Ngaphezu kwalokho, ngokungafani nezimoto zendabuko, ukwakhiwa kweziteshi zokushintsha ugesi nakho kudinga imali eningi. Ngokwalolu hlelo, i-NIO izonweba isamba seziteshi zikagesi ezweni lonke lisuka kweziyi-130 ekupheleni kuka-2020 liye kwezingaphezu kwama-500 ekupheleni kuka-2021, futhi lithuthukele esiteshini sikagesi sesibili esisebenza kahle kakhulu nemisebenzi enamandla kakhulu.
Umjikelezo omude wokukhiqiza. UNio, owasungulwa ngo-2014, wethula imoto yakhe yokuqala i-ES8 ngo-2018, okwathatha iminyaka emine. Kuthathe i-Xiaopeng iminyaka emithathu ukuletha imoto yayo yokuqala i-G3 ekukhiqizweni ngobuningi. Imoto yokuqala yakwa-Ideal, i-Li One2019, nayo yalethwa ngokukhiqizwa ngobuningi eminyakeni emine ngemuva kokusungulwa kwenkampani. Intatheli iyaqonda ngokuhlonishwa kwe-Baidu, imoto yokuqala yakwa-Baidu cishe idinga iminyaka emi-3 ukukhiqiza ukulethwa kwamandla.
Ngaphezu kwalokho, izimoto ezisebenza ngogesi ezihlakaniphile nazo zibhekana nezinselelo ezifana nekhono lokusungula izinto ezintsha zobuchwepheshe obuthaka, uhlelo lokuqinisekisa ikhwalithi okufanele luthuthukiswe, ukwakhiwa kwengqalasizinda okwanele, kanye nokuncintisana kwezimakethe.
Ukwenza imoto akulula, kodwa izinkampani ze-inthanethi zicabanga ukuthi “zinenzuzo engaphakathi” ezimotweni zikagesi ezihlakaniphile, okuzinikeza isibindi sokuzama. U-Baidu uthe, i-Baidu inobuchwepheshe obuphelele be-ecosystem ku-software ecology, ngakho-ke singasebenzisa kangcono izinzuzo zethu zobuchwepheshe kanye nesofthiwe. U-Lei jun ukholelwa ukuthi i-Xiaomi inokuhlangenwe nakho okucebile embonini ekuhlanganisweni kwesofthiwe nokuhlanganiswa kwe-hardware, inani elikhulu lokuqoqwa kobuchwepheshe obubalulekile, i-ecosystem ehlakaniphile enkulu kunazo zonke futhi exhumeke kakhulu embonini, kanye nemali eyanele yokugcina imali, yokukhiqiza izimoto, i-Xiaomi ine- inzuzo ebalulekile eyingqayizivele.
Kungani izinkampani ze-inthanethi zigxumela ekukhiqizeni izimoto zikagesi?
- Ngomfutho wentuthuko ozwakalayo, amathuba emakethe abanzi kanye nokwesekwa okuqinile kwenqubomgomo, amabhizinisi amaningi athathwa njengohlaka olukhulu kakhulu kule minyaka eyishumi ezayo.
Futhi ushise imali, umjikelezo mude, kungani izimboni ezinkulu ze-inthanethi zigijimela ku-ibhizinisi?
Umfutho omuhle wentuthuko — Ngo-2020, ukukhiqizwa nokudayiswa kwezimoto zaseShayina ezintsha ezikhiqiza amandla sekukleliswe endaweni yokuqala emhlabeni iminyaka eyisithupha ilandelana, futhi ukuthengiswa kwenani elingaphezu kwezigidi ezingu-5.5. Kusukela ngoJanuwari kuya kuMashi kulo nyaka, ukukhiqizwa nokudayiswa kwezimoto ezintsha zamandla kufinyelele kumayunithi angu-533,000 namayunithi angu-515,000 ngokulandelana, kwakhuphuka izikhathi ezingu-3.2 kanye nezikhathi ezingu-2.8 unyaka nonyaka ngokulandelana, futhi ukuthengiswa kufinyelele phezulu. I-China Association of Automobile Manufacturers ibikezela ukuthi ukukhiqizwa nokudayiswa kwezimoto ezintsha ezinamandla kulindeleke ukuthi kudlule amayunithi ayizigidi ezingu-1.8 kulo nyaka, futhi umfutho omuhle wentuthuko uzoqhubeka.
Ithemba lemakethe ebanzi - The New Energy Vehicle Industry Development Plan (2021-2035) ekhishwe yi-General Office of the State Council of China iphakamisa ukuthi ngo-2025, umthamo wokuthengisa wezimoto ezintsha zamandla kufanele ufinyelele cishe ku-20% yenani eliphelele lokuthengisa. izimoto ezintsha. Ngo-2020, izinga lokungena emakethe lezimoto ezintsha zamandla eChina lalingu-5.8% kuphela, ngokusho kweFederation. Kusukela ngoJanuwari kuya kuMashi kulo nyaka, izinga lokungena ezimakethe zezimoto ezintsha ezisebenza ngamandla libe ngu-8.6%, okuyisibalo esiphezulu kakhulu kunalelo sango-2020, kodwa sisekhona isikhala esingafinyelela ku-20%.
Ukwesekwa okwengeziwe kwenqubomgomo — Ngonyaka odlule, uMnyango Wezezimali waseShayina kanye neminyango efanele yelula ngokusobala inqubomgomo yoxhaso lokuthengwa kwezimoto ezintsha ezisebenza ngamandla kuze kube sekupheleni kuka-2022. Ngaphezu kwalokho, ukwakhiwa kwengqalasizinda okufana nezinqwaba zokushaja nakho kuye kwathola ukwesekwa okuqinile. Eminyakeni yamuva nje, kuye kwakhishwa uchungechunge lwezinqubomgomo ezesekayo, ezihlanganisa imiklomelo yezezimali kanye noxhaso, amanani akhethekile okushaja ugesi, nokuqondisa ukwakhiwa nokusebenza kwesikhungo sokushaja, ukwakha uhlelo lokusekela inqubomgomo lokwakhiwa nokuthuthukiswa kwezindawo zokushaja. Ekupheleni kuka-2020, isibalo sezinqwaba zokushaja umphakathi eChina sase sifinyelele ku-807,300.
Qedela uchungechunge lwezimboni - Thatha i-Shanghai Lianji New Energy Technology Co., LTD njengesibonelo, inqwaba yokushaja yasendlini ye-lianji neminye imikhiqizo yokushaja ifaniswe ne-SAIC Volkswagen, Geely, Toyota, Dongfeng Nissan kanye namanye amabhizinisi ezimoto, nokuthunyelwa minyaka yonke kokushaja kwasendlini. ama-piles afinyelela kumasethi ayi-100,000. Ngesikhathi esifanayo, ihlinzeka ngemishini yokushaja ehlakaniphile kanye nohlelo lokuphatha lwenkundla lwabahlinzeki besevisi abaqashisayo kanye nezisombululo eziphelele zokushaja ezihlakaniphile ezenziwe ngokwezifiso zokushaja opharetha ukuze bahlangabezane nezidingo zesevisi yokushaja nokusebenza kwamakhasimende ahlukahlukene ochungechungeni lwemboni yamandla entsha.
“Izimoto ezisebenza ngogesi ezihlakaniphile ziyithrekhi yokuthuthukiswa okubanzi kakhulu kule minyaka eyishumi ezayo. Bayingxenye ebalulekile ye-smart ecology. Ziwukuphela kwendlela yokuthi i-Xiaomi iqhubeke nokufeza umsebenzi wayo futhi ihlangabezane nezidingo zabantu zempilo engcono ngobuchwepheshe.” Kusho uLei jun.
U-Baidu uthe: “Sikholelwa ukuthi ithrekhi yemoto ehlakaniphile ingenye yezindlela ezibalulekile ukuze ubuchwepheshe be-AI bufinyelele phansi futhi kusizakale umphakathi, futhi kunendawo ebanzi yokubaluleka kwezentengiso.”
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