Yiwei Motors yakusanyije kandi isesengura amakuru y’igurisha ku isoko rishya ry’imodoka z’isuku ry’ingufu mu 2024. Ugereranije n’icyo gihe cyo mu 2023, igurishwa ry’imodoka nshya z’isuku ry’ingufu ryiyongereyeho 3,343, bivuze ko izamuka rya 52.7%. Muri ibyo, kugurisha ibinyabiziga bifite isuku y’amashanyarazi byazamutseho ibice 2.792, byiyongeraho 45.4%, mu gihe igurishwa ry’ibinyabiziga by’isuku rya peteroli ryiyongereyeho ibice 412, bikaba byiyongereyeho 286.1%. Moderi nziza yamashanyarazi yari 92.34% yibicuruzwa byumwaka.
Mu 2024, kugurisha ibinyabiziga bishya by’isuku by’ingufu byagaragaje imikorere ikomeye mu gice cya kabiri cy’umwaka, aho igihembwe cya kane cyagaragaye nkigihe cyiza, kugurisha ibice 3,589 kandi bitanga 37% by’igurishwa ry’umwaka. Ukuboza kwari ukwezi kwinshi, kugurishwa 1,928, bingana na 19.91%.
Yiwei Motors yifashishije Deepseek (icyitegererezo cy’imbere mu gihugu cya AI cyashimiwe ko ari “ishema rya AI” mu Bushinwa no guteza imiraba mu muryango wa AI ku isi), Yiwei Motors yasesenguye imigendekere y’isoko rya 2025 ry’imodoka nshya z’isuku ry’ingufu mu Bushinwa hashingiwe ku mibare yagurishijwe 2024. Isesengura ryerekana ubushishozi bukurikira:
1. Kwiyongera kw'isoko
Muri politiki ya “Dual Carbon”, kwagura imijyi y’icyitegererezo hagamijwe gukwirakwiza amashanyarazi mu buryo bwuzuye imodoka z’inzego za Leta (nyuma yo gutsinda icyiciro cya mbere cyatangijwe mu 2023) hamwe n’ibisabwa bikenerwa na “Gahunda y’ibikorwa byo mu kirere bikomeje kunozwa” byateje imbere amasoko y’inzego z’ibanze. Mu 2024, intara / amakomine atanu ya mbere (Hebei, Guangdong, Sichuan, Beijing, na Hunan) yagurishijwe hafi 60% y'ibicuruzwa byose, byerekana ingaruka zikomeye zo kwerekana mu turere tw’ubukungu. Mu 2025, imijyi yo mu cyiciro cya kabiri n'icya gatatu, kimwe n'uturere two mu majyaruguru duhura n’igitutu kinini cy’imiyoborere y’ibidukikije, biteganijwe ko byihutisha iyakirwa ryabo, bigatuma isoko ryinjira hejuru ya 15%.
2. Amahirwe mwisoko rya Hydrogen Amavuta Yumudugudu Isoko ryimodoka
Mugihe amashanyarazi meza, ashyigikiwe nurwego rukuze rukuze (92.34% umugabane wamasoko), bikomeza kuba inzira nyamukuru, umuvuduko wubwiyongere bwa 286.1% byerekana ingirabuzimafatizo zerekana amahirwe agaragara. Mu 2024, urwego rw’ingufu za hydrogène rwiyongereye muri politiki yo gushyigikira (hamwe n’imodoka zigaragaza lisansi zerekana imijyi y’imijyi yagutse igera kuri eshanu) no kugabanuka kw'ibiciro bya sisitemu (igiciro cya sisitemu ya peteroli yagabanutse). Urebye inzira zihamye hamwe n’ibikomoka kuri peteroli bikoreshwa mu bikorwa by’isuku rya komini, uyu murenge uriteguye kuba ahantu heza ho kugerageza ingufu za hydrogène. Kugeza 2025, biteganijwe ko moderi yingirabuzimafatizo izatwara hejuru ya 8% yisoko.
3. Kwagura isoko
Intara eshanu za mbere zagize hafi 60% zagurishijwe mu 2024, zigaragaza ingaruka zikomeye zo kwerekana mu turere tw’ibanze. Hashingiwe ku ntsinzi y'utwo turere no gukomeza gushyigikirwa na politiki, isoko mu 2025 rizahinduka mu buryo bubiri: imijyi ya mbere, iya gatatu n'iya kane yo mu cyiciro cya kane izashyira ingufu mu bikorwa binyuze muri politiki ishingiye ku gushimangira, naho icya kabiri, uturere nka Sichuan-Chongqing n'Amajyaruguru y'Uburengerazuba bw'Ubushinwa bazakoresha ingufu z’icyatsi kibisi kugira ngo bateze imbere sisitemu y’isuku ikoreshwa na hydrogène. Ubwinshi bw’ibicuruzwa mu ntara eshanu za mbere biteganijwe ko buzagabanuka kugera kuri 50%, mu gihe ibisabwa mu mijyi iyoboye bizahinduka bigana ku rwego rwo hejuru (urugero, ubwenge, bushoboza amakuru, n’imodoka nini ya toni nini), bigatuma isoko ritandukanye.
4. Gukoresha uburyo bwiza
Igihembwe cya kane imigabane 37% yagurishijwe iragaragaza umwaka urangiye 集中交付 (gutanga ibitekerezo), byerekana imiterere yisoko ryamasoko ya leta. Mugihe ibikorwa byo kwiyumvisha ibiciro byiyongera, isoko muri 2025 rizibanda cyane kubukungu bwubuzima bwubuzima nibisubizo byuzuye. Ibigo bikomeye bizatangira guhuza serivisi zongerewe agaciro nkibikorwa byo kwishyuza, banki ya batiri, no gukodesha imodoka yisuku. Ariko, ihindagurika ryibiciro bya batiri yumuriro (ibiciro bya karubone ya lithium yagabanutseho 70% kuva hejuru) birashobora gutuma havugururwa urwego rwinganda, bigatuma ibigo byahujwe bihagaritse guhatanira guhangana ningaruka.
Umwanzuro
Haba binyuze mu kugereranya mu buryo butaziguye amakuru yo kugurisha 2024 na 2023 cyangwa gukoresha isesengura rya AI rya Deepseek, biragaragara ko isoko rishya ry’imodoka z’isuku ry’ingufu rizakomeza kwiyongera nubwo hari ibibazo by’igihe gito biterwa n’imisoro n’ibikorwa remezo. Mugihe isoko riva kuri politiki igana ku iterambere ryatewe n’isoko, insanganyamatsiko nyamukuru zizaba "kwihutisha ikoranabuhanga ryihuse, imishinga y’ubucuruzi igezweho, no kwinjirira isoko mu karere."
Igihe cyo kohereza: Gashyantare-14-2025
