Mumakore matatu anotevera, anenge zviuru makumi masere emabasa muindasitiri yemotokari achabviswa. Chikonzero chikuru? Kuiswa kwemagetsi kwemotokari.
Vhiki rapfuura chete, Daimler (Mercedes-Benz) naAudi vakazivisa kuderedzwa kwezviuru makumi maviri emabasa. Nissan akazivisa gore rino kuchekwa kwe12 500, Ford 17 000 (iyo 12 000 muEurope), uye vamwe vanogadzira kana mapoka vakatozivisa matanho mune iyi nzira: Jaguar Land Rover, Honda, General Motors, Tesla.
Mazhinji ekuderedzwa kwemabasa akaziviswa akanyanya kuGermany, United Kingdom neUnited States of America.
Nekudaro, kunyangwe muChina, musika mukuru wemotokari pasirese uye uyo unotarisa huwandu hwevashandi vepasirese vane hukama neindasitiri yemotokari, mamiriro acho haataridzike.
Nyorera kune tsamba yedu
Mugadziri wemotokari dzemagetsi wekuChina NIO yakazivisa kuti yakagura mabasa mazana maviri, anopfuura makumi maviri muzana evashandi vayo. Kubatana kwemusika weChinese uye kuchekwa kwemari yekutenga mota dzemagetsi (izvo zvakakonzera kudonha kwekutengesa kwemotokari dzemagetsi muChina gore rino), ndezvimwe zvezvikonzero zvikuru zvechisarudzo.
Kuiswa kwemagetsi
Indasitiri yemotokari iri kuita shanduko yakakosha kubvira… zvakanaka, kubvira payakabuda pakutanga kwezana ramakore rechi20. XX. Kuchinja kweparadigm kubva kumota ine injini yekupisa kuenda kumota ine mota yemagetsi (nemabhatiri) inoda mari yakawanda nemapoka ese emota nevagadziri.Investment inovimbisa kudzoka, kunyangwe nekufamba kwenguva, kana zvese zvakafanotaurwa zvine tariro zvekubudirira kwekutengeserana kwemotokari dzemagetsi zvikaitika.
Mhedzisiro ndeyekufanotaura kwekudonha kwemari yekubatsira mumakore anotevera - iyo 10% miganho yemhando yepamusoro haizoramba mumakore anotevera, neMercedes-Benz inofungidzira kuti ichadonha kusvika 4% -, saka gadziriro ye makore gumi ari kutevera ari padanho rezvirongwa zvakawanda uye zvechimbichimbi zvekudzikisa mitengo yekudzikamisa kukanganisa kwekudonha.
Uyezve, zvinofanotaurwa kuti iyo yakaziviswa yakaderera kuoma kwemotokari dzemagetsi, kunyanya ine chekuita nekugadzirwa kwemagetsi emagetsi pachawo, ichareva, muGermany chete, kurasikirwa kwemabasa e70,000 mumakore gumi anotevera, kuisa munjodzi 150 zviuru zvemashure. .
Contraction
Sokunge izvo zvisina kukwana, musika wemotokari wepasi rose uri kuratidzawo zviratidzo zvekutanga zvekutsikitsira - fungidziro inonongedzera kumotokari dzinosvika 88.8 miriyoni uye kushambadzira kwakareruka kwakagadzirwa pasi rose muna 2019, kudzikiswa kwe6% kana zvichienzaniswa ne2018. Muna 2020 inoenderera mberi, nekufungidzira kuri kuisa huwandu pasi pe80 miriyoni mayuniti.
Munyaya chaiyo yeNissan, yaive neannus horribilis muna 2019, tinogona kuwedzera zvimwe zvikonzero, zvichiri mhedzisiro yekusungwa kweaimbova CEO Carlos Ghosn uye hukama hwakazotevera uye hwainetsa neRenault, shamwari yake muAlliance.
Consolidation
Tichifunga nezvechiitiko ichi chekudyara kwakanyanya uye kuderera kwemusika, imwe denderedzwa yekudyidzana, kutora uye kubatanidzwa kunofanirwa kutarisirwa, sezvataona munguva pfupi yapfuura, nehukuru hwakanyanya kuenda kune yakaziviswa kubatanidzwa pakati peFCA nePSA (zvisinei zvese zvichiratidza kuti zvichaitika. , ichiri kuda kusimbiswa kwepamutemo).
Pamusoro pekuiswa magetsi, kutyaira kuzvimiririra uye kubatana kwave kuri kukurudzira kuseri kwekudyidzana kwakawanda uye mabatiro akabatana pakati pevaki uye kunyange makambani ehunyanzvi, mukuyedza kudzikisa mutengo webudiriro uye nekuwedzera hupfumi hwehukuru.
Nekudaro, njodzi yekuti kubatanidzwa uku iyo indasitiri inoda kuve nehupenyu hwakasimba inogona kuita mamwe mafekitori uye, nekudaro, vashandi zvisina basa, ndeyechokwadi.
Hope
Hungu, mamiriro ezvinhu haana tariro. Nekudaro, zvinofanirwa kutarisirwa kuti, mumakore gumi anotevera, kubuda kwehunyanzvi hwetekinoroji paradigms muindasitiri yemotokari kuchapawo mhando nyowani dzebhizinesi uye kunyangwe kubuda kwemabasa matsva - mamwe angave achiri kugadzirwa -, ayo zvinogona kureva kutamiswa kwemabasa kubva kumitsetse yekugadzira kuenda kune mamwe marudzi emabasa.
Zvinyorwa: Bloomberg.