Ubushinwa bwa EV frenzy butwara ibicuruzwa byimodoka kurenza imikorere ya Hang Seng nkuko igurishwa rishyushye ritagaragaza ibimenyetso byo gukonja

Abasesenguzi bavuga ko amafaranga yinjiza yikubye kabiri aje nyuma yo kwiyongera kwa 37 ku ijana mu kugurisha ibicuruzwa byose by’amashanyarazi meza ndetse n’amashanyarazi acomeka mu gice cya mbere kuva umwaka ushize
Abaguzi bari basubitse kugura imodoka bategereje ko bagabanywa batangiye kugaruka hagati muri Gicurasi, bumva ko intambara y’ibiciro yarangiye

Ikoreshwa ry’abaguzi b’abashinwa ku binyabiziga by’amashanyarazi ryateje ububiko bw’abakora imodoka zikomeye mu myigaragambyo y’amezi abiri aho bamwe muri bo bakubye kabiri agaciro, bigatuma igipimo cy’isoko cyiyongera 7.2%.
Mu mezi abiri ashize, Xpeng yayoboye imyigaragambyo yiyongereyeho 141 ku ijana mu migabane yayo yashyizwe ku rutonde rwa Hong Kong.Nio yasimbutse 109 ku ijana naho Li Auto yazamutseho 58 ku ijana muri kiriya gihe.Imikorere ya batatu yarushije inyungu 33 ku ijana muri Orient Overseas International, umukinnyi witwaye neza ku gipimo cy’imigabane muri uyu mujyi.
Kandi iyi frenzy ntabwo ishobora kurangira vuba mugihe ibicuruzwa bizamuka biteganijwe ko bizakomeza mugihe gisigaye cyumwaka.UBS iteganya ko kugurisha EV mu bukungu bwa kabiri ku isi mu bukungu birashoboka ko bizikuba kabiri kuva mu kwezi kwa Mutarama kugeza muri Kamena kugera kuri miliyoni 5.7 mu mezi atandatu asigaye y'umwaka.
Igiterane cy’imigabane gishimangira icyizere cy’abashoramari ko abakora EV mu Bushinwa bazahura n’intambara ikaze y’ibiciro kandi izamuka ry’ibicuruzwa rizakomeza.UBS iteganya ko izinjiza kabiri izamuka nyuma yo kwiyongera kwa 37 ku ijana mu kugurisha ibicuruzwa byose by’amashanyarazi meza ndetse n’amashanyarazi avangwa mu gice cya mbere kuva umwaka ushize.

Huang Ling, umusesenguzi yagize ati: "Hamwe no kugabanuka kw'ibiciro bya lithium n'ibindi bikoresho bifatika nabyo byoroha, ibiciro bya EV ubu birasa n'iby'imodoka zikoreshwa na peteroli, kandi ibyo byafunguye inzira yo kwinjira mu gihe kirekire." Huachuang.Ati: “Imyumvire y'inganda izakomeza kwihangana kandi umuvuduko w'iterambere uzaguma hagati kugeza ku rwego rwo hejuru mu 2023.”
Aba batatu biyandikishije kugurisha muri Nyakanga, ukwezi kutari ibihe kubera ibihe by'ubushyuhe.Ibicuruzwa bya Nio byazamutseho 104 ku ijana kuva umwaka ushize bigera kuri 20.462 naho Li Auto yazamutseho 228 ku ijana igera ku 30.000.Mu gihe ibicuruzwa Xpeng yatanze byari byinshi cyane ku mwaka ku mwaka, byongeye kwiyongera ku kwezi ku kwezi kwiyongera 28%.
Abaguzi bari basubitse kugura imodoka bategereje ko bagabanyirizwa ibiciro batangiye kugaruka hagati muri Gicurasi, bumva ko intambara y’ibiciro yarangiye kandi bashukwa n’imodoka nshya zifite imiterere nka sisitemu yo gutwara ibinyabiziga yigenga ndetse na cockpits.
Kurugero, imodoka ya Xpeng iheruka ya G9 ya siporo ifite akamaro ubu irashobora kwikorera mu mijyi ine yo mu cyiciro cya mbere cy’Ubushinwa - Beijing, Shanghai, Guangzhou na Shenzhen.Li Auto yatangije ikizamini cyumujyi wa navigate-on-autopilot i Beijing mu kwezi gushize, bivugwa ko ishobora gukemura ibibazo byihutirwa nko kunyura inzira no guhagarara.
Abasesenguzi bayobowe na Frank Fan muri Nomura Holdings banditse mu gitabo: icyitonderwa muri Nyakanga, bivuga ku kwemeza ubushobozi bwisoko kuva mubyiciro byisi.Ati: "Dufatiye ku buryo bwihuse bw’ubwenge bw’ibinyabiziga ku isoko ry’Ubushinwa, twizera ko abakinnyi bo mu cyiciro cya mbere bagenda batera imbere hamwe n’isoko."
Ibiciro byagutse byahoze ari inzitizi ikomeye ifata imigabane ya EV.Nyuma yumwaka umwe wo gusubira inyuma, ububiko bwasubiye inyuma kuri radar ya bacuruzi.Ikigereranyo cyinshi kububiko bwa EV ubu cyaragabanutse kugera kumwaka umwe munsi yinjiza inshuro 25 nkuko byatangajwe na Xiangcai Securities, nkurikije amakuru yumuyaga.Ubutatu bw'abakora EV bwatakaje hagati ya 37 ku ijana na 80 ku ijana by'agaciro k'isoko umwaka ushize.
Imigabane ya EV iracyari porokisi nziza yo kongera ubushinwa.Nyuma y’inyungu y’amafaranga y’amafaranga arangiye, Beijing yongereye imisoro yo kugura imodoka zifite ingufu zisukuye muri uyu mwaka.Inzego nyinshi z’ibanze zatanze inkunga zitandukanye mu rwego rwo gushimangira kugura, nk’imfashanyo z’ubucuruzi, gushimangira amafaranga, hamwe n’ibyapa byubusa.
Ku kigo cy’ubushakashatsi muri Amerika Morningstar, ingamba nyinshi zashyigikiwe na guverinoma mu rwego rwo gushimangira isoko ry’imiturire bizakomeza guhangana n’ibicuruzwa bya EV mu kongera icyizere cy’umuguzi no kuzamura ingaruka z’ubutunzi.
Guverineri mushya wa banki nkuru y’Ubushinwa Pan Gongsheng yabonanye n’abahagarariye abashoramari Longfor Group Holdings na CIFI Holdings mu cyumweru gishize basezeranya inkunga nyinshi ku bikorera.Zhengzhou, umurwa mukuru w’intara ya Henan rwagati, abaye umujyi wa mbere wo mu cyiciro cya kabiri wavanyeho ibihano byo kugurisha amazu mu rwego rwo koroshya ingamba, bikaba bivugwa ko indi mijyi minini izakurikira.
Vincent Sun, umusesenguzi wa Morningstar yagize ati: "Turateganya ko gukira bizakomeza mu gihembwe cya kabiri nyuma yo koroshya ingamba zimwe na zimwe zo gukonjesha imitungo muri Gashyantare 2023 kugira ngo dushyigikire abaguzi ba mbere mu rugo."Ati: "Ibi bigira uruhare runini mu kongera icyizere ku baguzi no ku cyerekezo cyo kugurisha kwa EV."