Rukunin COVID-19 ya rufe rabin 1st na 2020, yana haifar da raguwar da ba a taɓa gani ba a cikin siyar da abin hawa kowane wata daga Fabrairu zuwa gaba.A cikin watanni 6 na farko na 2020 asarar ƙarar ta kasance 28% don jimlar kasuwar abin hawa haske, idan aka kwatanta da H1 na 2019. EVs sun kasance mafi kyau kuma sun sanya asarar 14% kowace shekara don H1, a duniya.Ci gaban yanki ya bambanta sosai, kodayake: A China, inda adadin 2020 ya kwatanta da ingantaccen siyar da 2019 H1, NEVs sun yi asarar 42% y/y a cikin kasuwar mota da ta ragu da kashi 20%.Ƙananan tallafin da ƙarin buƙatun fasaha sune manyan dalilai.A Amurka, tallace-tallace na EVs ya biyo bayan yanayin kasuwa gabaɗaya.
Turai ita ce ginshiƙin tallace-tallace na EV a cikin 2020 tare da haɓaka 57% don H1, a cikin kasuwar abin hawa wacce ta ƙi da 37%.Haɓakawa cikin sauri na tallace-tallace na EV ya fara ne a cikin Satumba 2019 kuma ya sami ƙarin ƙarfi a wannan shekara.Gabatarwar WLTP, tare da canje-canje a cikin harajin abin hawa na ƙasa da tallafi sun haifar da ƙarin sani da buƙatar EVs.Masana'antar ta shirya don cimma burin 95 gCO2/km don 2020/2021.Sama da sabbin samfuran 30 da ingantattun samfuran BEV & PHEV an gabatar dasu a cikin rabin na 2nd na 2019 kuma samarwa ya haɓaka har zuwa babban girma, duk da dakatarwar masana'antu na wata 1-2.
Ƙasashen Turai shida sun gabatar da ƙarin abubuwan ƙarfafawa na dawo da kore don haɓaka tallace-tallace mafi girma na EV, farawa a watan Yuni da Yuli.Sakamakon farko na Yuli yana ba da nuni ga tasirin EV a cikin H2: Manyan-10 EV kasuwanni a Turai sun haɓaka tallace-tallace da sama da 200 % a hade.Muna sa ran ci gaba mai ƙarfi ga ragowar shekara, tare da tallace-tallacen da ke wuce alamar 1 miliyan da hannun jari na kowane wata na 7-10%.Rabon BEV & PHEV na duniya na 2020 H1 shine 3%, ya zuwa yanzu, dangane da tallace-tallacen raka'a 989 000.Ƙananan kasuwannin mota suna ci gaba da jagorantar ɗaukar EV.Jagoran hannun jari shine Norway, kamar yadda aka saba, inda kashi 68% na sabbin siyar da motoci sune BEVs & PHEVs a cikin 2020 H1.Iceland ta zo ta 2 da kashi 49% sai Sweden ta 3 da kashi 26%.Daga cikin manyan kasashe masu karfin tattalin arziki, Faransa ce ke kan gaba da kashi 9,1%, sannan Burtaniya da kashi 7,7%.Jamus ta buga 7,6%, China 4,4%, Kanada 3,3%, Spain 3,2%.Duk sauran kasuwannin mota tare da jimlar tallace-tallace sama da miliyan 1 sun nuna 3% ko ƙasa da haka don 2020 H1.
Fatanmu na 2020 yana kusan tallace-tallacen BEV & PHEV miliyan 2,9 a duk duniya, sai dai in an sake farfadowa a cikin COVID-19 yana tilasta mahimman kasuwannin EV zuwa cikin mummunan kulle-kulle.Rundunar EV ta duniya za ta kai miliyan 10,5 a ƙarshen 2020, tana ƙidayar motocin haske.Matsakaici da manyan motocin kasuwanci na ƙara ƙarin raka'a 800 000 zuwa haja na toshe-in-gizo na duniya.
Kamar yadda aka saba, jin daɗin buga zane-zane da rubutu don dalilai na kanku, ambaton mu a matsayin tushen.
Turai Bukatar Trend
Taimakawa ta hanyar karimci mai karimci da mafi kyawun samar da sabbin sabbin EVs da ingantattun EVs, Turai ta zama tabbatacciyar nasara ta 2020 H1 kuma tana da yuwuwar ta jagoranci ci gaban gabaɗayan 2020. Tasirin COVID-19 akan kasuwannin abin hawa ya fi tsanani a Turai, amma Tallace-tallacen EV ya karu da kashi 57%, ya kai kashi 6,7% rabon abin hawa, ko kuma 7,5% lokacin kirga kasuwannin EU+EFTA kawai.Wannan yana kwatanta da kashi 2,9% na kasuwa don 2019 H1, haɓaka mai girma.Rabon Turai a tallace-tallacen BEV & PHEV na duniya ya karu daga 23% zuwa 42% a cikin shekara guda.An sayar da ƙarin EVs a Turai fiye da na China, a karon farko tun 2015. Mafi yawan masu ba da gudummawar girma girma su ne Jamus, Faransa da Birtaniya.Ban da Norway (-6%), duk manyan kasuwannin EV na Turai sun buga riba a wannan shekara.
Faɗin China na tallace-tallace da hannun jarin NEV ya fara ne a watan Yulin 2019 kuma ya ci gaba har zuwa H1 na 2020, wanda faduwar kasuwa ya ƙaru a cikin Fabrairu da Maris.Don H1, lambobin 2020 sun kwatanta da lokacin 2019 kafin rage tallafi da ƙarin buƙatun fasaha sun shaƙe buƙatu da wadata.Asarar da aka yi ta kai mummunan -42 % akan haka.Kasar Sin ta tsaya da kashi 39% na adadin BEV & PHEV na duniya a cikin H1, kasa daga 57% a cikin 2019 H1.Sakamakon farkon Yuli yana nuna dawo da tallace-tallace na NEV, tare da karuwar kashi 40% sama da Yuli 2019.
Asara a Japan ta ci gaba, tare da raguwa mai yawa, musamman a tsakanin masu shigo da kaya.
An riƙe kididdigar Amurka ta hanyar rufewar mako 7 na Tesla daga ƙarshen Maris har zuwa tsakiyar Mayu kuma akwai labarai kaɗan daga wasu OEM.Sabuwar Tesla Model Y ta ba da gudummawa tare da raka'a 12 800 a cikin H1.Ana shigo da kaya daga Turai an sanya raguwar girma yayin da OEM na Turai ke ba da fifikon isar da kayayyaki zuwa Turai inda ake matukar bukatar su.Abubuwan da suka fi dacewa ga kundin H2 a Arewacin Amirka za su zama sabon Ford Mach-E da babban girma na Tesla Model-Y.
Kasuwannin “Sauran” sun haɗa da Kanada (sayar da 21k, -19%), Koriya ta Kudu (sayar da 27k, + 40%) da yawa da sauri girma, ƙananan kasuwannin EV a duniya.
Miles Gaba
Jagorar Model-3 yana da ban sha'awa, tare da ƙarin tallace-tallace sama da 100 000 fiye da #2, Renault Zoe.A duk duniya, ɗaya daga cikin bakwai na EV da aka sayar shine Tesla Model-3.Yayin da tallace-tallace ya yi nasara a Turai da Arewacin Amirka, ya samu ta hanyar samar da gida a kasar Sin, inda ya zama mafi kyawun sayar da samfurin NEV ta babban gefe.Kasuwancin duniya yanzu yana kusa da manyan samfuran masu fafatawa na ICE'.
Tare da raguwar ƙimar siyar da NEV ta China, yawancin shigarwar Sinawa sun ɓace daga saman-10.Ragowar su ne BYD Qin Pro da GAC Aion S, duka biyun dogon zango ne na BEV sedans, shahararru tsakanin masu saye masu zaman kansu, wuraren tafki na kamfani da masu hawan kankara.
An sake tsara Renault Zoe don MY2020, isar da kayayyaki na Turai ya fara a cikin Q4-2019 da tallace-tallace inda 48 % ya fi na wanda ya gabace shi.The Nissan Leaf rasa wani 32 % idan aka kwatanta da bara, tare da asarar a duk yankuna, yana nuna cewa Nissan ne kasa da kasa sadaukar da Leaf.Yana cikin kyakkyawan kamfani: BMW i3 tallace-tallace sun kasance 51 % ƙasa da bara, ba zai sami magaji ba kuma an bar shi ya ɓace.
Sabanin haka, da e-Golf da za a jefar da sauri har yanzu yana ci gaba da ƙarfi (+ 35% y / y), kamar yadda VW ta tura samarwa da tallace-tallace a cikin zuwan sabon ID.3.Hyundai Kona yanzu ana yin shi a cikin Jamhuriyar Czech don siyarwar Turai, wanda zai haɓaka samuwa a cikin H2 na 2020
PHEV na farko a cikin saman-10 shine Mitsubishi Outlander mai daraja, wanda aka gabatar a 2013, an ɗaga fuska sau 2 kuma har yanzu ɗayan ƴan PHEVs waɗanda zasu iya amfani da caja masu sauri na DC.Tallace-tallace a cikin H1 sun kasance 31 % ƙananan y/y kuma samfurin magaji bashi da tabbas a wannan lokacin.
The Audi e-tron quattro ya zama jagora a cikin babban SUV category, wani matsayi da tabbaci rike da Tesla Model X tun 2017. The duniya tallace-tallace roll-fita ya fara a Q4 na 2018 da tallace-tallace sun ninka sau biyu idan aka kwatanta da 2019 H1.Girman VW Passat GTE daga, duka, nau'in Turai ne (56%, galibi tashar Wagon) da sigar China (44%, duk Sedans).
Lokacin aikawa: Janairu-20-2021