Siyini isabelo sama-ekseli okushayela izimoto ahlanzekile emakethe yomhlaba?

Siyini isabelo sama-ekseli okushayela izimoto ahlanzekile emakethe yomhlaba?

Uhlolojikelele Lokwabelana Kwemakethe Yomhlaba

Njengengxenye ebalulekile yesistimu ye-automotive drive, imoto ehlanzekileshayela i-ekselis ithatha isikhundla esibalulekile emakethe yomhlaba. Okulandelayo ukuhlaziywa kwesabelo semakethe yomhlaba wonke okusekelwe kudatha yakamuva yocwaningo lwemakethe:

1. Usayizi wemakethe yomhlaba wonke kanye nomkhuba wokukhula

Ngokwemibiko yocwaningo lwemakethe, usayizi wemakethe ye-athomotive drive axle emhlabeni wonke ufinyelele cishe ku-RMB 391.856 billion ngo-2022, futhi kulindeleke ukuthi ufinyelele ku-RMB 398.442 billion ngo-2028, ngesilinganiso sokukhula esiyinhlanganisela yonyaka esingu-0.33%. Lo mkhuba wokukhula ukhombisa ukuthi isidingo sama-axle okushayela izimoto ahlanzekile emakethe yomhlaba sikhula kancane.

2. Ukusatshalaliswa kwamasheya emakethe yesifunda
Emakethe yomhlaba, iNyakatho Melika ibalelwa ku-25% kuya ku-30% wemakethe. Njengephayona emakethe yezimoto zikagesi, umthelela wezinkampani ezinjengoTesla uqhubekisele phambili isidingo sama-axle okushayela kagesi. Imakethe yaseYurophu ibalelwa ku-30% kuya ku-35%, kanti izinqubomgomo zokusekela imakethe yaseYurophu yezimoto zikagesi ziholele ekukhuleni okusheshayo kwama-axles okushayela kagesi. Isifunda sase-Asia-Pacific senza cishe ama-40%. I-China iyimakethe yezimoto zikagesi enkulu kunazo zonke emhlabeni futhi kulindeleke ukuthi iqhubeke nokwandisa isabelo semakethe sama-axle okushayela ugesi ngokuzayo.

3. Ithonya lemakethe yaseShayina
Njengenye yezimakethe ezinkulu kakhulu ezikhiqiza izimoto emhlabeni wonke kanye nezimakethe ezisetshenziswayo, usayizi wemakethe ye-axle yezimoto zaseChina uzofinyelela ku-US $ 22.86 billion ngo-2023, lapho izimoto ezihwebayo zibusa imakethe ye-axle drive. Ukuthuthuka okusheshayo kwemakethe yaseChina kuqhubekisele phambili ukukhula kwemboni ye-axle yezimoto emhlabeni wonke, ikakhulukazi emkhakheni wezimoto ezihlanzekile.

4. Iqhutshwa imakethe yezimoto zamandla amasha
Usayizi wemakethe ye-axle yemoto kagesi entsha yomhlaba wonke kulindeleke ukuthi ukhuphuke usuka ku-RMB 17.633 billion ngo-2023 uya ku-RMB 118.336 billion ngo-2029, ngenani lokukhula elihlanganisiwe lonyaka lama-37.12%. Lokhu kukhula kukhombisa ukuthi isabelo sama-axle okushayela izimoto ezihlanzekile emakethe yomhlaba sizokhula kakhulu.

5. Iphethini yokuncintisana yemakethe
Imakethe yomhlaba wonke ye-axle drive inokuncintisana kakhulu, futhi izinkampani ezinkulu zifaka i-AAM, i-Meritor, i-Sichuan Jian'an, i-DANA, njll., enesabelo esibalulekile emakethe yomhlaba. Imakethe yaseShayina yenza cishe ama-40% emakethe ye-axle ye-drive emhlabeni wonke futhi ingenye yezimakethe ezinkulu zabathengi emhlabeni.

Isifinyezo

Kafushane, isabelo sama-axle okushayela izimoto ahlanzekile emakethe yomhlaba wonke siyakhula ngokuthuthuka okusheshayo kwezimoto zamandla amasha. Njengemakethe yezimoto zikagesi enkulu kunazo zonke emhlabeni, iChina idlala indima ebaluleke kakhulu emakethe ye-axle yezimoto ezihlanzekile emhlabeni jikelele. Ngokugcizelelwa komhlaba wonke ekuvikelweni kwemvelo kanye nezimoto zamandla amasha, isabelo semakethe sama-axle okushayela izimoto ezihlanzekile kulindeleke ukuthi siqhubeke nokukhula.