Amavili amabini aseIndiya axhomekeke kwiChina Neodymium Motor Magnets

Imarike yemoto yaseIndiya yombane enamavili amabini ikhawulezisa uphuhliso lwayo. Enkosi kwinkxaso-mali eyomeleleyo ye-FAME II kunye nokungena kwamabhongo amaninzi aqalwayo, ukuthengisa kule marike kuphindwe kabini xa kuthelekiswa nangaphambili, ibe yeyesibini ngobukhulu imakethi emva kweTshayina.

 

Imeko yemarike yemoto yaseIndiya enamavili amabini ngo-2022

E-Indiya, ngoku kukho iinkampani ezingama-28 ezithe zaseka okanye zikwinkqubo yokuseka amashishini okuvelisa okanye okudibanisa izithuthuthu zombane/izithuthuthu (ngaphandle kooritsho). Xa kuthelekiswa neenkampani ze-12 ezibhengezwe ngurhulumente waseNdiya kwi-2015 xa i-Faster Adoption and Manufacturing of Hybrid and Electric Vehicles Scheme yabhengezwa, inani labavelisi liye landa ngokukhawuleza, kodwa xa kuthelekiswa nabavelisi bangoku eYurophu, kuseyinto engabalulekanga.

Xa kuthelekiswa no-2017, ukuthengiswa kwee-scooters zombane e-Indiya kunyuke nge-127% ngo-2018 kwaye kwaqhubeka ukukhula nge-22% ngo-2019, ngenxa yenkqubo entsha ye-FAME II eqaliswe ngurhulumente waseNdiya ngo-Aprili 1, 2019. Ngelishwa, ngenxa ye Impembelelo ye-Covid-19 ngo-2020, iyonke imarike yemoto yaseIndiya (kubandakanywa nezithuthi zombane) yehle kakhulu ngama-26%. Nangona iye yaphinda yachacha nge-123% ngo-2021, le submarket isencinci kakhulu, ithatha kuphela i-1.2% yoshishino lulonke kwaye yenye yeemarike ezincinci kwihlabathi.

Nangona kunjalo, konke oku kwatshintsha ngo-2022, xa intengiso yecandelo yatsibela kwi-652.643 (+347%), ibala phantse i-4.5% yoshishino lonke. Imakethi yombane yeemoto ezimbini eIndiya ngoku iyeyesibini ngobukhulu emva kweTshayina.

Zininzi izizathu ezibangela oku kukhula ngesiquphe. Eyona nto iphambili kukusungulwa kwenkqubo yenkxaso ye-FAME II, eye yakhuthaza ukuzalwa kombane omninzi wokuqalisa isithuthi esinamavili amabini kunye nokuqulunqa izicwangciso zamabhongo zokwandiswa.

Amavili amabini aseIndiya axhomekeke kwiChina Neodymium Motor Magnets

Kule mihla, i-FAME II iqinisekisa i-subsidy ye-10000 rupees (malunga ne-120 yeedola, i-860 RMB) ngeyure ye-kilowatt kwiivili eziqinisekisiweyo zombane. Ukuqaliswa kwesi sicwangciso senkxaso-mali kubangele ukuba phantse zonke iimodeli ezithengiswayo zithengiswe kufutshane nesiqingatha sexabiso lazo lokuthengisa langaphambili. Ngapha koko, ngaphezulu kwe-95% yombane onamavili amabini kwiindlela zaseIndiya zizithuthuthu zombane ezinesantya esisezantsi (ngaphantsi kweekhilomitha ezingama-25 ngeyure) ezingafuni kubhaliswa kunye nelayisensi. Phantse zonke ii-scooters zombane zisebenzisa iibhetri ze-lead-asidi ukuqinisekisa amaxabiso aphantsi, kodwa oku kukwakhokelela kumazinga aphezulu okusilela kwebhetri kunye nobomi obufutshane bebhetri bube zezona zinto zithintelayo ngaphandle kwenkxaso-mali karhulumente.

Ukujonga kwimarike yaseIndiya, abavelisi abahlanu abaphezulu bombane abanamavili amabini balandelayo: Okokuqala, iHero ikhokela ngokuthengiswa kwe126192, ilandelwa nguOkinawa: 111390, Ola: 108705, Ampere: 69558, kunye neTVS: 59165.

Ngokwezithuthuthu, iQhawe libekwe kwindawo yokuqala ngentengiso emalunga ne-5 yezigidi zeeyunithi (ukwanda kwe-4.8%), ilandelwa yiHonda ngentengiso emalunga ne-4.2 yezigidi zeeyunithi (ukwanda nge-11.3%), kwaye iTVS Motor ibekwe kwindawo yesithathu ngeentengiso ezimalunga ne-4.2 yezigidi. 2.5 yezigidi zeeyunithi (ukwanda nge-19.5%). I-Bajaj Auto ibekwe kwindawo yesine ngentengiso emalunga ne-1.6 yezigidi zeeyunithi (ezantsi nge-3.0%), ngelixa i-Suzuki ibekwe kwindawo yesihlanu ngentengiso yeeyunithi ezingama-731934 (inyuke nge-18.7%).

 

Iimpawu kunye nedatha kwiivili ezimbini eIndiya ngo-2023

Emva kokubonisa iimpawu zokuchacha ngo-2022, imakethi yesithuthuthu / isithuthuthu saseIndiya icuthe umsantsa kunye nemarike yaseTshayina, idibanisa indawo yayo njengeyesibini ngobukhulu emhlabeni, kwaye kulindeleke ukuba ifezekise ukukhula okuphindwe kabini ngo-2023.

Imarike ekugqibeleni iphuhliswe ngokukhawuleza iqhutywa yimpumelelo yabavelisi bezixhobo zoqobo ezininzi abaziingcali kwii-scooters zombane, besaphula isikhundla esiphezulu sabavelisi bemveli abahlanu abaphezulu kwaye babanyanzele ukuba batyale imali kwizithuthi zombane kunye neemodeli ezintsha, zale mihla.

Nangona kunjalo, ukunyuka kwamaxabiso ehlabathi kunye nokuphazamiseka kwekhonkco lokubonelela kubangela imingcipheko enzulu yokubuyisela kwakhona, ngokuqwalasela ukuba i-Indiya inomdla kakhulu kwiimpembelelo zexabiso kunye ne-akhawunti yemveliso yangaphakathi kwi-99.9% yeentengiso zangaphakathi. Emva kokuba urhulumente enyuse kakhulu imilinganiselo yenkuthazo kunye nemfuno yezithuthi zombane yaba yinto entsha entle kwintengiso, iIndiya sele iqalisile ukukhawulezisa inkqubo yokufakelwa kombane.

Ngo-2022, ukuthengiswa kweemoto ezimbini ezinamavili kwafikelela kwi-16.2 yezigidi zeeyunithi (ukwanda kwe-13.2%), kunye nokwanda kwe-20% ngoDisemba. Idatha iqinisekisa ukuba imarike yemoto yombane sele iqalile ukukhula kwi-2022, kunye neentengiso ezifikelela kwiiyunithi ze-630000, ukunyuka okumangalisayo kwe-511.5%. Kulindeleke ukuba ngo-2023, le ntengiso itsibe ukuya kwisikali esimalunga nesigidi esi-1 sezithuthi.

 

Iinjongo zorhulumente waseIndiya zika-2025

Phakathi kwezixeko ezingama-20 ezinongcoliseko olukhulu emhlabeni, iIndiya ithatha i-15, kwaye imingcipheko yokusingqongileyo kwimpilo yabemi iya isanda. Urhulumente uphantse wajongela phantsi impembelelo yezoqoqosho yemigaqo-nkqubo yophuhliso lwamandla amatsha ukuza kuthi ga ngoku. Ngoku, ukuze kuncitshiswe ukukhutshwa kwekharbon diokside kunye nokuthunyelwa kwepetroli kwamanye amazwe, urhulumente waseIndiya uthatha inyathelo elisebenzayo. Ukuqwalasela ukuba phantse i-60% yokusetyenziswa kwepetroli yelizwe ivela kwii-scooters, iqela leengcali (kubandakanywa nabameli abavela kubakhiqizi basekhaya) babone indlela engcono kakhulu yokuba i-Indiya ifikelele ngokukhawuleza ukufakelwa kombane.

Injongo yabo yokugqibela kukutshintsha ngokupheleleyo i-150cc (ngaphezu kwe-90% yemarike yangoku) ama-Wheelers amatsha amabini ngo-2025, usebenzisa i-100% yeenjini zombane. Enyanisweni, iintengiso azikho, kunye novavanyo oluthile kunye nokuthengiswa kweenqanawa. Amandla ezithuthi zombane ezinamavili amabini aya kuqhutywa ziinjini zombane endaweni yeenjini zamafutha, kunye nophuhliso olukhawulezayo lweendleko ezifanelekileyo.iimotor umazibuthe osisigxina emhlabeniibonelela ngenkxaso yobugcisa ukuze kuphunyezwe ukufakelwa kombane ngokukhawuleza. Ukufezekiswa kolu sukelo kuxhomekeke kwi-China, evelisa ngaphezulu kwama-90% ehlabathiIimagnethi zomhlaba ezinqabileyo zeNeodymium.

Okwangoku akukho sicwangciso sibhengeziweyo sokuphucula ngokusisiseko iziseko zoncedo zikawonke-wonke kunye nezabucala, okanye ukususa ezinye zamakhulu ezigidi asele ekho ezindleleni ezinamavili amabini.

Ukuqwalasela ukuba isikali sangoku soshishino se-0-150cc scooters sisondele kwi-20 yezigidi zezithuthi ngonyaka, ukuzuza i-100% yeyona mveliso kwiminyaka emi-5 kuya kuba yindleko enkulu kubavelisi basekhaya. Ukujonga ibhalansi yeBajaj kunye neHero, umntu unokuqonda ukuba banenzuzo ngokwenene. Nangona kunjalo, kuyo nayiphi na imeko, injongo karhulumente iya kunyanzela abavelisi basekhaya ukuba benze utyalo-mali olukhulu, kwaye urhulumente waseIndiya uya kwazisa iindlela ezahlukeneyo zenkxaso-mali ukunciphisa ezinye iindleko zabavelisi (ezingekabhengezwa).


Ixesha lokuposa: Dec-01-2023