Magalimoto okwana 236 700 adaperekedwa m'magawo atatu oyambirira a 2019, kuwonjezeka kwa 2% poyerekeza ndi Q1-Q3 ya 2018. gawo tsopano likusiyana ndi chaka.Mchitidwe woipa ndiwotheka kwambiri kukhalabe kwa nthawi yotsala ya 2019 ndi theka loyamba la 2020. Chithunzi chodetsa nkhawa chimayamba chifukwa cha zinthu zosiyanasiyana.Choyamba, manambala amafananiza ndi nthawi ya H2-2018, pomwe Tesla adapereka pazofunikira zonse za Model-3.Zogulitsa zinali ku USA ndi Canada kokha;kutumiza kunja kumisika ina sikunayambe Q1 ya 2019 isanachitike.
Chowonera chachiwiri ndikuti OEM ambiri adagulitsa mapulagini ochepa mu 2019 omwe adachita chaka chatha.Pomwe ogulitsa aku Europe adasunga mzerewu, malonda a plug-in ndi Big-3 anali otsika ndi 28%, pakadali pano ndipo mitundu yaku Japan idataya 22%.Mitundu yaku America ndi ku Japan imayimira 44 % rsp 38% yamagalimoto opepuka aku US, koma abweretsa pulagi imodzi yokha yatsopano chaka chino, Subaru Crosstrack PHEV.Kugulitsa kwa Tesla ndi 9% kwaposachedwa ndipo kumayimira 55% ya voliyumu ya pulagi ku US.Kuwerengera ma BEV okha, gawo la Tesla ndi 76%.
Chiyembekezo chathu mchakachi ndi mayunitsi 337 ooo a malonda a BEV+PHEV, 74 % aiwo ndi magetsi opanda pake.Kutsika kwa voliyumu poyerekeza ndi 2018 ndi 6%.Mchaka cha 2020, opanga adalengeza zatsopano zopitilira 20 za BEV ndi PHEV, ambiri aiwo ma PHEV ochokera kumitundu yaku Europe.Ogulitsa atsopano adzakhala ochokera ku Tesla ndi Ford, komabe.Model-Y ndi Mach-E amalowa m'gawo lodziwika bwino la compact / mid-size cross-over, kukhala pafupi kwambiri kukula, mtengo ndi mawonekedwe.Mpikisano womwe waperekedwa pamsika wazaka zikubwerazi wa EV komanso chidwi chochuluka komanso zofunikira.
Kutayika Kwambiri Kuposa Kupindula
Tchaticho chikufanizira malonda a plug-in aku USA a 2019 poyerekeza ndi chaka chatha.Q4 ya 2019 ndikungoyerekeza kwathu.Kugulitsa kwa Tesla kwatsika theka lachiwiri la 2019 pomwe akufananiza ndi nthawi ya 2018 pomwe zoperekera zonse za Model-3 zidakwaniritsa zomwe zikufunidwa ndikubwerera ku North America.Ma voliyumu a Tesla a chaka adzakhalabe pafupifupi 9 % kuposa 2018. Kugulitsa kwa YTD kwa OEM kupatula Tesla ndi chaka chatha kuwululira chithunzi chodetsa nkhawa: kutsika kophatikizana kwa 16%.
Hyundai-Kia (Kona EV yatsopano), Volkswagen (e-Golf, new Audi e-tron quattro), Daimler (Merc. GLC) ndi Jaguar i-Pace adapeza, ena onse adayika zotayika kwambiri.Kugulitsa kwa Nissan Leaf kumakhalabe kofooka, mtundu watsopano wa 62 kWh ndiwokwera mtengo kwambiri ndipo ulibe kuziziritsa kwa batri kwamakono.GM inagwetsa Volt ndipo inafikira malire a unit 200 000 mu Q2, kulandira theka la $7500 federal EV msonkho ngongole mu Q4.Ford idasiya kugulitsa pang'onopang'ono Focus EV ndi C-Max PHEV ndipo yatsala ndi Fusion PHEV yokalamba.Toyota sapereka chilichonse koma Prius PHEV wazaka zitatu, Honda Clarity PHEV ikucheperachepera.BMW ikusowabe zosintha za 330e ndi X5 PHEVs ku US.
Boom ndi Downturn
Mbiri yogulitsa plug-in yaku USA idatsika kwakanthawi m'mbuyomu ndipo, monga 2019, inali yokhudzana ndi kupezeka: Toyota idathetsa m'badwo woyamba wa Prius PHEV osakonzekera wolowa m'malo ndipo GM idataya voliyumu panthawi yosinthira ku 2nd generation Volt. .
2018 inali ndi kukula kwapadera ndipo pafupifupi zonse zidapangidwa ndi cholowa chatsopano, Tesla Model-3.Kukwaniritsa kukula kwa 2017-18 kwa chaka china sikutheka.Tesla adapereka 140 000 Model-3 ku USA chaka chatha ndipo zotumiza kunja zidapita ku Canada kokha.Chaka chino, zoperekera za Model-3 ku US zidzawonjezeka ndi mayunitsi ena a 15-20 000, koma sizilipira kutayika kwa voliyumu ya zina, ukalamba ndi zolemba zina.
Zomwe zikuchitika pano ndikusowa kusankha komanso kusowa kwa nkhani, makamaka kuchokera ku Big-3 ndi Japan OEM, zomwe zimayimira 82 % yazogulitsa zonse zopepuka zamagalimoto chaka chino.Zinthu zisintha kwambiri mu 2020, ndikuwonjezeka kwakukulu kuchokera kumitundu yatsopano yokhala ndi malonda apamwamba.
Nthawi yotumiza: Jan-20-2021