1H 2023 Cov ntsiab lus: Tuam Tshoj kev lag luam tsheb xa tawm mus txog 16.8% ntawm CV muag

Kev lag luam export rautsheb lag luamNyob rau hauv Tuam Tshoj tseem muaj zog nyob rau hauv thawj ib nrab ntawm 2023. Export ntim thiab tus nqi ntawm kev lag luam tsheb nce 26% thiab 83% xyoo-rau-xyoo raws li, mus txog 332,000 units thiab CNY 63 billion.Raws li qhov tshwm sim, kev xa tawm ua lub luag haujlwm tseem ceeb hauv Tuam Tshoj txoj kev lag luam tsheb lag luam, nrog rau nws cov khoom lag luam nce los ntawm 1.4 feem pua ​​​​ntawm tib lub sijhawm ntawm xyoo tas los mus rau 16.8% ntawm Tuam Tshoj tag nrho cov tsheb muag khoom hauv H1 2023. Tsis tas li ntawd, kev xa tawm suav nrog 17.4. % ntawm tag nrho cov tsheb muag khoom hauv Suav teb, siab dua cov tsheb npav (12.1%).Raws li kev txheeb cais los ntawm Tuam Tshoj Association of Automobile Manufacturers, tag nrho cov kev muag khoom ntawm lub lag luam tsheb nyob rau hauv thawj ib nrab ntawm 2023 mus txog yuav luag ob lab units (1.971m), nrog rau 1.748m tsheb thiab 223,000 tsheb npav.

Cov tsheb thauj khoom suav txog ntau dua 90% ntawm tag nrho cov khoom xa tawm
Kev xa tawm ntawm cov tsheb thauj khoom tau pom tias muaj kev ua tau zoo: Txij lub Ib Hlis mus txog rau Lub Rau Hli 2023, Tuam Tshoj cov tsheb thauj khoom xa tawm tau sawv ntawm 305,000 units, nce 26% xyoo-rau-xyoo, thiab muaj nuj nqis ntawm CNY 544 billion, nrog rau xyoo ib xyoo nce ntawm 85%.Lub teeb-lub luag hauj lwm cov tsheb thauj khoom yog hom tseem ceeb ntawm cov tsheb thauj khoom xa tawm, thaum cov tsheb thauj khoom hnyav thiab cov tsheb thauj khoom tau ntsib qhov kev loj hlob sai tshaj plaws.Nyob rau hauv thawj ib nrab ntawm lub xyoo, Tuam Tshoj tus exports ntawm lub teeb-lub luag hauj lwm tsheb thauj mus los mus txog 152,000 units, los yog 50% ntawm tag nrho cov tsheb thauj mus los, nrog me ntsis 1% xyoo-rau-xyoo nce.Towing tsheb xa tawm tau ntsib qhov kev loj hlob siab tshaj plaws, ntau dua 1.4 npaug ntawm lub xyoo, lub luag haujlwm rau 22% ntawm tag nrho cov tsheb thauj khoom xa tawm, thiab cov tsheb thauj khoom hnyav tau nce 68% xyoo-rau-xyoo, suav txog 21% ntawm tag nrho. tsheb thauj khoom export.Ntawm qhov tod tes, cov tsheb thauj khoom nruab nrab yog tib lub tsheb uas muaj kev poob qis hauv kev xa tawm, nqis los ntawm 17% xyoo-rau-xyoo.

Tag nrho peb hom tsheb npav tau nce xyoo-rau-xyoo: Hauv thawj ib nrab ntawm lub xyoo no, Tuam Tshoj cov khoom xa tawm ntawm cov tsheb npav ntau tshaj 27,000 units, nce 31% xyoo-rau-xyoo, thiab tag nrho cov nqi xa tawm mus txog CNY 8 billion, nce ntawm 74% xyoo-rau-xyoo.Ntawm lawv, cov tsheb npav nruab nrab muaj kev loj hlob siab tshaj plaws, nrog rau kev xa tawm me me, ncav cuag 149% kev loj hlob txhua xyoo.Qhov kev faib ua feem ntawm tag nrho cov tsheb npav xa tawm los ntawm cov tsheb npav nruab nrab tau nce los ntawm plaub feem pua ​​​​ntawm cov ntsiab lus mus rau 9%.Cov tsheb npav me me suav txog 58% ntawm tag nrho cov khoom xa tawm, nqis los ntawm xya feem pua ​​​​ntawm cov ntsiab lus ntawm xyoo tas los, tab sis tseem tuav txoj haujlwm tseem ceeb hauv kev xa tawm tsheb npav nrog cov khoom xa tawm ntau ntawm 16,000 units hauv thawj ib nrab ntawm lub xyoo, nce 17% xyoo dhau xyoo.Kev xa tawm ntim ntawm cov tsheb loj loj tau nce 42% xyoo-rau-xyoo, nrog rau nws qhov sib koom nce los ntawm 3 feem pua ​​​​cov ntsiab lus rau 33%.

Thaum lub tsheb ua lag luam diesel yog tus tsav tsheb tseem ceeb, kev xa tawm tsheb tshiab tau loj hlob sai
Txij lub Ib Hlis mus txog rau Lub Rau Hli, kev xa tawm ntawm cov tsheb lag luam diesel tau pom tias muaj kev loj hlob zoo, nce 37% xyoo-rau-xyoo rau ntau dua 250,000 units, lossis 75% ntawm tag nrho cov khoom xa tawm.Ntawm cov no, cov tsheb thauj khoom hnyav thiab cov tsheb thauj khoom tau suav nrog ib nrab ntawm Tuam Tshoj cov khoom xa tawm ntawm cov tsheb lag luam diesel.Kev xa tawm ntawm cov tsheb ua lag luam roj tau tshaj 67,000 units, qis dua 2% piv nrog tib lub sijhawm xyoo tas los, suav txog 20% ​​ntawm tag nrho cov tsheb lag luam xa tawm.Cov tsheb tshiab lub zog muaj kev xa tawm ntau dua 600 units, nrog rau qhov zoo tshaj plaws 13-fold nce xyoo.

Kev ua lag luam toj roob hauv pes: Russia tau dhau los ua qhov chaw loj tshaj plaws rau Tuam Tshoj kev lag luam tsheb xa tawm
Nyob rau hauv thawj ib nrab ntawm lub xyoo, Tuam Tshoj tus xa tawm ntawm kev lag luam tsheb mus rau lub sab saum toj kaum lub teb chaws lo lus uas peb accounted rau ze li ntawm 60%, thiab cov qeb duas nyob rau hauv loj kev lag luam tau hloov loj.Russia ruaj khov qhov chaw nyob rau hauv Tuam Tshoj txoj kev lag luam tsheb export qeb duas, nrog rau nws cov khoom xa tawm nce rau xyoo-rau-xyoo thiab cov tsheb thauj khoom suav txog 96% (tshwj xeeb yog cov tsheb thauj khoom hnyav thiab cov tsheb thauj khoom).Mexico nyob rau qib thib ob, nrog rau kev xa khoom ntawm kev lag luam tsheb los ntawm Tuam Tshoj nce 94% xyoo-rau-xyoo.Txawm li cas los xij, Tuam Tshoj qhov kev xa tawm ntawm cov tsheb lag luam mus rau Nyab Laj tau poob qis, nqis los ntawm 47% xyoo-rau-xyoo, ua rau Nyab Laj poob los ntawm lub teb chaws thib ob loj tshaj plaws mus rau qhov thib peb.Chile cov kev lag luam tsheb thauj khoom los ntawm Tuam Tshoj kuj poob qis, los ntawm 63% xyoo-rau-xyoo, poob los ntawm kev lag luam loj tshaj plaws nyob rau tib lub sijhawm xyoo tas los mus rau qhov chaw thib plaub xyoo no.

Lub caij no, Uzbekistan qhov kev xa khoom ntawm cov tsheb lag luam los ntawm Tuam Tshoj tau nce ntau dua ob zaug hauv ib xyoos, nce qib rau qib cuaj.Ntawm kaum lub teb chaws zoo tshaj plaws rau Tuam Tshoj txoj kev lag luam tsheb, kev xa tawm feem ntau yog cov tsheb thauj khoom (suav txog ntau dua 85%), tshwj tsis yog cov tsheb npav loj heev uas xa tawm mus rau Saudi Arabia, Peru, thiab Ecuador.

Nws tau siv ntau xyoo rau kev xa tawm ntau tshaj li ib feem kaum ntawm tag nrho cov tsheb muag khoom hauv Suav teb.Txawm li cas los xij, nrog Suav OEMs nqis peev nyiaj ntau dua thiab kev siv zog hauv kev lag luam txawv teb chaws, Tuam Tshoj kev lag luam tsheb xa tawm tau nrawm dua, thiab xav tias yuav ncav cuag ze li 20% ntawm tag nrho cov muag khoom hauv lub sijhawm luv luv.