Gusesengura uko isoko rya 2025 rihagaze hifashishijwe Deepseek: Ibisobanuro bivuye mu makuru ajyanye n'igurishwa ry'ibinyabiziga bishya by'isuku mu ngufu zo mu 2024

Yiwei Motors yakusanyije kandi isesengura amakuru y’ibicuruzwa ku isoko ry’imodoka nshya zikoresha ingufu zisukura mu 2024. Ugereranyije n’igihe nk’icyo mu 2023, ibicuruzwa by’imodoka nshya zikoresha ingufu zisukura byiyongereyeho 3,343, bingana n’umuvuduko w’izamuka rya 52.7%. Muri ibyo, ibicuruzwa by’imodoka zikoresha ingufu zisukura byiyongereyeho 2,792, byiyongereyeho 45.4%, mu gihe ibicuruzwa by’imodoka zikoresha ingufu zisukura byiyongereyeho 412, bingana n’umuvuduko utangaje wa 286.1%. Ibyuma by’amashanyarazi byuzuye byagize 92.34% by’ibicuruzwa byose byagurishijwe buri mwaka.

Mu mwaka wose wa 2024, kugurisha imodoka nshya zikoresha ingufu zisukura byagaragaje umusaruro mwiza mu gice cya kabiri cy'umwaka, aho igihembwe cya kane cyagaragaye nk'igihe cyiza, cyagurishijwe imodoka 3.589 kandi cyatanze 37% by'ibyagurishijwe byose buri mwaka. Ukuboza ni bwo kwezi kwabaye kwiza cyane, aho imodoka 1.928 zagurishijwe, bingana na 19.91% by'ibyagurishijwe byose.

Ikoresheje Deepseek (icyitegererezo gikomeye cy’ubukorano bw’ubwenge bw’imbere mu gihugu gishimwa nk’ “ishema rya AI” ry’Ubushinwa kandi rigaragara mu muryango mpuzamahanga w’ubukorano bw’ubwenge bw’umwimerere), Yiwei Motors yasesenguye uko isoko rya 2025 ry’imodoka nshya zikoresha ingufu zisukura mu Bushinwa rishingiye ku makuru yagurishijwe mu 2024. Isesengura rigaragaza ibintu by’ingenzi bikurikira:

1. Izamuka ry'Isoko ryiyongera

Mu rwego rwa politiki ya "Dual Carbon", kwagura imijyi y'igerageza kugira ngo hashyirwe amashanyarazi mu buryo bwuzuye ku modoka za leta (nyuma y'uko itsinda rya mbere ryatangijwe mu 2023 ritsinze) hamwe n'ibisabwa bikomeye bya "Gahunda y'Iterambere ry'Ubwiza bw'Umucyo" byazamuye cyane amasoko y'inzego z'ibanze. Mu 2024, intara eshanu za mbere (Hebei, Guangdong, Sichuan, Beijing, na Hunan) zagize hafi 60% by'ibyagurishijwe byose, bigaragaza ingaruka zikomeye mu turere dufite ubukungu buhamye. Mu 2025, imijyi yo mu cyiciro cya kabiri n'icya gatatu, ndetse n'uturere two mu majyaruguru duhanganye n'ikibazo gikomeye cy'imiyoborere mibi y'ibidukikije, byitezwe ko bizihutisha ikoreshwa ryabyo, bigatuma isoko rigera ku kigero cya 15%.

2. Amahirwe mu isoko ry'ibinyabiziga by'isukura bya Hydrogen Fuel Cell

Nubwo moderi z’amashanyarazi zisanzwe, zishyigikiwe n’uruhererekane rw’inganda zikuze (isoko rya 92.34%), zikomeje kuba zo zizwi cyane, igipimo cy’ubwiyongere bwa 286.1% by’imashini zikoresha lisansi kigaragaza amahirwe ari kuzamuka. Mu 2024, urwego rw’ingufu za hydrogen rwabonye ukwiyongera kwa politiki zishyigikira (aho amatsinda y’imijyi yerekana imodoka zikoresha lisansi yagutse kugera kuri atanu) n’igabanuka ry’ibiciro bya sisitemu (impuzandengo y’ibiciro bya sisitemu za lisansi byagabanutse). Bitewe n’inzira zihoraho n’imiterere y’ibikorwa by’isuku mu mijyi, uru rwego rwiteguye kuba ahantu heza ho gupimira ubucuruzi bw’ingufu za hydrogen. Mu 2025, moderi zikoresha lisansi ziteganijwe gufata hejuru ya 8% by’isoko.

3. Kwagura Isoko

Intara eshanu za mbere zagize hafi 60% by'ibyagurishijwe mu 2024, bigaragaza ingaruka zikomeye mu turere tw'ingenzi. Dushingiye ku ntsinzi y'utu turere no gukomeza gushyigikira politiki, isoko muri 2025 rizahinduka mu buryo bubiri: imijyi ya mbere, iya gatatu n'iya kane izakoresha ubusabe binyuze muri politiki zishingiye ku gushishikariza, naho iya kabiri, uturere nka Sichuan-Chongqing n'Amajyaruguru y'Uburengerazuba bw'Ubushinwa tuzakoresha inyungu zatwo mu guteza imbere uburyo bw'isuku bukoresha hydrogen. Biteganijwe ko umubare w'ibicuruzwa mu ntara eshanu za mbere uzagabanuka ukagera kuri 50%, mu gihe ubusabe mu mijyi ikomeye buzahinduka bugana ku bikoresho byo mu rwego rwo hejuru (urugero: imodoka zikoresha ubwenge, zikoresha amakuru, n'izikoresha amatoni manini), bigatuma isoko rihinduka.

4. Kunoza Imiterere y'Inyubako

Imigabane ya 37% by'ibicuruzwa mu gihembwe cya kane igaragaza imiterere y'isoko ry'umwaka (concentrated delivery), bigaragaza imiterere y'amasoko ya leta. Uko ibiciro by'ibikorwa byiyongera, isoko muri 2025 rizashyira imbaraga nyinshi ku bukungu bw'ubuzima n'ibisubizo birambuye. Amasosiyete akomeye azatangira guhuza serivisi zongerera agaciro nko gukoresha charger, battery banking, no gukodesha imodoka z'isuku. Ariko, ihindagurika ry'ibiciro bya bateri z'amashanyarazi (ibiciro bya lithium carbonate byagabanutseho 70% ugereranyije n'igihe byari bigeze ku rwego rwo hejuru) bishobora gutuma uruhererekane rw'inganda ruvugururwa, bigaha amasosiyete ahuza ibigo ahagaze neza amahirwe yo guhangana n'ingaruka.

Umwanzuro

Byaba binyuze mu kugereranya amakuru y’ibicuruzwa byo mu 2024 na 2023 cyangwa ikoreshwa ry’isesengura rya kera rya Deepseek ry’ubuhanga mu by’isuku n’isukura, biragaragara ko isoko rishya ry’ibinyabiziga bisukura ingufu rizakomeza gukura nubwo hari imbogamizi z’igihe gito ziterwa n’icyuho mu bijyanye n’imari n’ibikorwa remezo. Uko isoko rigenda rihinduka kuva ku iterambere rishingiye kuri politiki rikagera ku iterambere rishingiye ku isoko, ingingo nyamukuru zizaba “kwihutisha iterambere ry’ikoranabuhanga, uburyo bushya bw’ubucuruzi, no kwinjira mu isoko mu karere.”