Sithini isabelo seeasi zokuqhuba iimoto ezicocekileyo kwimarike yehlabathi?
Isishwankathelo seSabelo seMarike yeHlabathi
Njengenxalenye ebalulekileyo yenkqubo yokuqhuba iimoto, imoto ecocekileyoqhuba iasis bakwisikhundla esibalulekileyo kwimarike yehlabathi. Oku kulandelayo luhlalutyo lwesabelo semarike yehlabathi esekwe kwidatha yophando lwamva nje lwemarike:
1. Ubungakanani bemarike yehlabathi kunye nentsingiselo yokukhula
Ngokweengxelo zophando lwemalike, ubungakanani bemarike ye-automotive drive axle yafikelela malunga ne-RMB 391.856 yeebhiliyoni ngo-2022, kwaye kulindeleke ukuba ifikelele kwi-RMB 398.442 yebhiliyoni ngo-2028, ngesantya esiqikelelwayo sonyaka sokukhula kwe-0.33%. Lo mkhwa wokukhula ubonisa ukuba imfuno ye-axles yokuqhuba imoto ecocekileyo kwimarike yehlabathi ikhula ngokuthe ngcembe.
2. Ulwabiwo lwesabelo semarike yengingqi
Kwimarike yehlabathi, uMntla Melika ubalelwa malunga ne-25% ukuya kwi-30% yemarike. Njengovulindlela kwimarike yemoto yombane, impembelelo yeenkampani ezifana neTesla iqhube imfuno yee-axles zombane. I-akhawunti yemarike yaseYurophu malunga ne-30% ukuya kwi-35%, kunye nemigaqo-nkqubo yenkxaso yemarike yaseYurophu yezithuthi zombane zikhokelele ekukhuleni ngokukhawuleza kwee-axles zombane. Ummandla we-Asia-Pacific uthatha malunga ne-40%. I-China yeyona ndawo inkulu yentengiso yezithuthi zombane kwihlabathi kwaye kulindeleke ukuba yandise ngakumbi isabelo sentengiso yee-asi zokuqhuba zombane kwixesha elizayo.
3. Impembelelo yemarike yaseTshayina
Njengenye yezona zinto zinkulu zemveliso yeemoto kunye neentengiso ezisetyenziswayo, ubungakanani bemarike ye-axle yemoto yaseTshayina iya kufikelela kwi-22.86 yeebhiliyoni zeedola zaseMelika ngo-2023, apho iimoto zorhwebo zilawula imarike ye-axle drive. Uphuhliso olukhawulezayo lwemakethi yaseTshayina luqhube ukukhula kweshishini lehlabathi lokuqhuba iimoto, ngakumbi kwicandelo lezithuthi ezicocekileyo.
4. Iqhutywa yimarike yezithuthi zamandla amatsha
Ubungakanani bemarike ye-axle yemoto entsha yehlabathi kulindeleke ukuba inyuke ukusuka kwi-RMB 17.633 yeebhiliyoni ngo-2023 ukuya kwi-RMB 118.336 yeebhiliyoni ngo-2029, kunye nezinga lokukhula lonyaka elihlanganisiweyo lama-37.12%. Oku kukhula kubonisa ukuba isabelo se-axles zokuqhuba isithuthi esicocekileyo kwimarike yehlabathi siya kunyuka kakhulu.
5. Ipateni yokhuphiswano lwemarike
Imarike ye-axle ye-drive yehlabathi inokhuphiswano oluphezulu, kwaye iinkampani ezinkulu ziquka i-AAM, i-Meritor, i-Sichuan Jian'an, i-DANA, njl., ezithatha isabelo esibalulekileyo kwimarike yehlabathi. Imakethi yaseTshayina yenza malunga ne-40% yemarike ye-axle ye-drive yehlabathi kwaye yenye yeemarike ezinkulu zabathengi.
Isishwankathelo
Isishwankathelo, isabelo see-axles zokuqhuba isithuthi esicocekileyo kwimarike yehlabathi siyakhula ngophuhliso olukhawulezayo lwezithuthi zamandla amatsha. Njengeyona ntengiso inkulu yezithuthi zombane kwihlabathi, iTshayina idlala indima ebaluleke kakhulu kwimarike ye-axle yokuqhuba isithuthi esicocekileyo sehlabathi. Ngogxininiso lwehlabathi kukhuseleko lokusingqongileyo kunye nezithuthi zamandla amatsha, isabelo sentengiso yee-axles zokuqhuba isithuthi esicocekileyo kulindeleke ukuba siqhubeke ukwanda.
Ixesha lokuposa: Dec-23-2024