Yiwei Motors ayaa ururisay oo falanqaysay xogta iibka ee suuqa baabuurta fayadhowrka tamarta cusub ee 2024. Marka la barbar dhigo isla muddadaas 2023, iibinta baabuurta fayadhowrka tamarta cusub ayaa kordhay 3,343 unug, taasoo ka dhigan heerka kobaca 52.7%. Kuwaas waxaa ka mid ah, iibinta baabuurta fayadhowrka korontadu waxay kor u kacday 2,792 unug, taas oo ah 45.4% kordhay, halka baabuurta fayadhowrka unugyada shidaalka uu kordhay 412 unug, sare u kac cajiib ah oo ah 286.1%. Moodooyinka korantada ee saafiga ah ayaa xisaabay 92.34% wadarta iibka sanadlaha ah.
Intii lagu jiray 2024, iibinta baabuurta fayadhowrka tamarta cusub waxay muujisay waxqabad xooggan qeybtii labaad ee sanadka, iyadoo rubuci afraad uu soo baxay xilligii ugu fiicnaa, isagoo iibiyay 3,589 unug wuxuuna gacan ka geystay 37% wadarta iibka sannadlaha ah. Disembar waxay ahayd bishii ugu sarreysay, iyadoo 1,928 unug la iibiyay, taasoo ka dhigan 19.91% wadarta guud.
Adeegsiga Deepseek (qaabka hogaamisa AI gudaha ee lagu ammaanay Shiinaha "kibirka AI" iyo samaynta mowjadaha bulshada AI ee caalamiga ah), Yiwei Motors wuxuu falanqeeyay isbeddellada suuqa ee 2025 ee baabuurta fayadhowrka tamarta cusub ee Shiinaha iyadoo lagu saleynayo xogta iibka ee 2024. Falanqaynta ayaa muujinaysa fikradaha muhiimka ah ee soo socda:
1. Kordhinta Kobaca Suuqa
Marka loo eego qaab-dhismeedka siyaasadda “Dual Carbon”, balaadhinta magaalooyinka tijaabada ah ee koronto-dhalinta guud ee gaadiidka dadweynaha (ka dib guushii dufcaddii ugu horreysay ee la bilaabay 2023) iyo shuruudaha adag ee “Qorshaha Waxqabadka Horumarinta Tayada Hawada ee Joogtada ah” ayaa si weyn u xoojiyey wax soo iibsiga dawladda hoose. 2024, shanta gobol/degmo ee ugu sarreeya (Hebei, Guangdong, Sichuan, Beijing, iyo Hunan) ayaa ku dhawaad 60% wadarta iibka, taasoo ka tarjumaysa saamaynta mudaaharaad ee xooggan ee gobollada dhaqaale ahaan xooggan. Sannadka 2025, magaalooyinka heerka labaad iyo saddexaad, iyo sidoo kale gobollada waqooyi ee wajahaya cadaadis maamul deegaan oo waaweyn, ayaa la filayaa inay dardargeliyaan korsashadooda, taasoo horseedaysa gelitaanka suuqa inuu ka sarreeyo 15%.
2. Fursadaha Suuqa Gawaadhida Nadaafadda Unugyada Shidaalka Hydrogen
Halka moodooyinka korantada saafiga ah, oo ay taageerayaan silsilad warshadeed qaan-gaar ah (92.34% saamiga suuqa), ay weli yihiin kuwa caadiga ah, heerka kobaca 286.1% ee moodooyinka unugyada shidaalka ayaa muujinaya fursado soo baxaya. Sannadkii 2024-kii, waaxda tamarta hydrogen waxay aragtay siyaasado taageero ah oo kordhay (oo ay ku jiraan gadiidka unugga shidaalka muujinta kooxaha magaalada oo ku sii fidaya shan) iyo hoos u dhac ku yimid kharashyada nidaamka (celcelis ahaan qiimaha nidaamka unugyada shidaalka ayaa hoos u dhacay). Marka la eego waddooyinka go'an iyo sifooyinka shidaalka dhexe ee hawlaha fayadhowrka degmada, waaxdani waxay diyaar u tahay inay noqoto goobta ugu fiican ee tijaabada ah ee ganacsiga tamarta hydrogen. Marka la gaaro 2025, moodooyinka unugyada shidaalka ayaa la filayaa inay qabtaan in ka badan 8% suuqa.
3. Suuqa balaadhinta
Shanta gobol ee ugu sarreeya waxay ku xisaabtameen ku dhawaad 60% iibka sannadka 2024, taasoo muujinaysa saamaynta muuqata ee gobollada xudunta u ah. Iyada oo lagu dhisayo guusha gobolladan iyo taageerada siyaasadeed ee sii socota, suuqa 2025 wuxuu u kobci doonaa laba siyaabood: koowaad, saddexaad-iyo magaalooyinka afraad waxay kicin doonaan baahida iyada oo loo marayo siyaasado dhiirigelin ku saleysan, iyo tan labaad, gobollada sida Sichuan-Chongqing iyo Waqooyi-galbeed Shiinaha waxay ka faa'iideysan doonaan faa'iidooyinka tamarta cagaaran si ay u horumariyaan nidaamyada fayadhowrka ku shaqeeya hydrogen. Isku-duubnaanta iibka ee shanta gobol ee ugu sarreeya ayaa la filayaa inuu hoos ugu dhaco ilaa 50%, halka baahida ka jirta magaalooyinka hormuudka ah ay u wareegi doonto moodooyinka ugu sarreeya (tusaale, kuwa caqliga leh, macluumaadka karti u leh, iyo baabuurta waaweyn), abuurista muuqaal suuqeed oo kala duwan.
4. Hagaajinta Dhismaha
Rubuca afraad ee 37% saamiga iibku waxa uu ka tarjumayaa qaabka guud ee sanadka dhamaadkiisa, taas oo muujinaysa dabeecada wareegta ah ee wax soo iibsiga dawlada. Maaddaama dareenka qiimaha hawlgalku uu kordho, suuqa sanadka 2025 waxa uu culays wayn saari doonaa dhaqaalaha meertada nolosha iyo xalal muuqaal ah oo dhamaystiran. Shirkadaha hormuudka ah waxay bilaabi doonaan isku-darka adeegyada qiimaha lagu kordhiyey sida hawlgallada lacag-bixinta, bangiyada baytariga, iyo kiraynta baabuurta nadaafadda. Si kastaba ha ahaatee, isbedbedelka qiimaha baytariyada korontada (qiimaha lithium carbonate ayaa hoos uga dhacay 70% halkii ugu sarreysey) waxa laga yaabaa inay kiciso dib u habeynta silsiladda warshadaha, taasoo siinaysa shirkadaha si toos ah isku dhafan oo tartan ugu jira adkeysiga khatarta ah.
Gabagabo
Hadday noqoto isbarbardhigga tooska ah ee 2024 iyo 2023 xogta iibka ama isticmaalka falanqaynta cirifka-goynta ee Deepseek ee AI, way caddahay in suuqa baabuurta fayadhowrka tamarta cusub uu sii wadi doono inuu koro in kasta oo caqabadaha ku meel gaadhka ah ay keeneen faraqyada maaliyadeed iyo kaabayaasha. Marka uu suuqu ka wareego siyaasadda loo hago una guuro kobaca suuqa, mawduucyada ugu muhiimsani waxay noqon doonaan "dhaqdhaqaaqa tignoolajiyada ee la dadajiyay, moodooyinka ganacsi ee cusub, iyo soo galitaanka suuqa gobolka."
Waqtiga boostada: Febraayo-14-2025
