Sanibonani ntambama ngibonge uxhaso lwenu.Siyakwamukela ocingweni lokuhola le-Mavericks lika-2022 Q4.[Iziyalezo Eziya Kumsebenzisi] Sicela wazi ukuthi umhlangano wanamuhla uyarekhodwa.
Manje ngingathanda ukudlulisela ingqungquthela kusikhulumi sanamuhla, u-Wendy Zhao, uMphathi Omkhulu Wezobudlelwane Bobatshalizimali e-Maverick Technology.ngicela uqhubeke.
Siyabonga opharetha.Sanibonani nonke.Uyemukelwa ocingweni lwengqungquthela lwanamuhla lokudingida imiphumela ye-Niu Technologies' Q4 2022.Umbiko wemali etholwayo, isethulo senkampani kanye netafula lezezimali kufakwe kuwebhusayithi yethu ye-Investor Relations.Ucingo lwengqungquthela lusakazwa bukhoma kuwebhusayithi yenkampani yobudlelwano nabatshalizimali, futhi ukurekhodwa kocingo lwengqungquthela kuzotholakala maduze.
Sicela uqaphele ukuthi ingxoxo yanamuhla izoqukatha izitatimende ezibheke phambili ezenziwe ngokuvumelana nezinhlinzeko zechweba eziphephile ze-US Private Securities Litigation Reform Act of 1995. Izitatimende ezibheke phambili zifaka ubungozi, ukungaqiniseki, ukuqagela nezinye izici.Imiphumela yangempela yenkampani ingase ihluke ngokwezinto ezibonakalayo kuleyo emenyezelwe namuhla.Ulwazi olwengeziwe ngezici zengcuphe lufakiwe ezincwadini zomphakathi zenkampani ne-Securities and Exchange Commission.Inkampani ayenzi noma yisiphi isibopho sokubuyekeza noma yiziphi izitatimende ezibheke phambili, ngaphandle uma kudingwa umthetho.
Ukukhishwa kwethu kwabezindaba kwe-P&L kanye nalolu cingo kufaka phakathi ingxoxo yezilinganiso zezezimali ezingezona eze-GAAP.Ukukhishwa kwabezindaba kuqukethe izincazelo zezinyathelo zezimali okungezona ze-GAAP nokuvumelanisa kwe-GAAP nemiphumela yezimali okungeyona eye-GAAP.
Namuhla, uDkt. Li Yan, Isikhulu Esiphezulu sethu, kanye noNkz. Fion Zhou, Isikhulu sethu Esiyinhloko Sezezimali, bahlanganyele nami ngocingo.Manje ake ngidlulisele inselele ku-Jan.
Siyabonga nonke ngokujoyina ucingo lwethu lwengqungquthela namuhla.Ngekota yesine ka-2022, ukuthengiswa okuphelele bekungamayunithi ayi-138,279, kwehle ngama-41.9% ukusuka ngonyaka owedlule.Ikakhulukazi, ukuthengiswa emakethe yaseShayina kwehle ngo-42.5% unyaka nonyaka kuya cishe kumayunithi ayi-118,000.Ukuthengisa ezimakethe zaphesheya kwehle ngo-38.7% kuya kumayunithi angama-20,000.
Imali engenayo yekota yesine ibe ngama-yuan ayizigidi ezingama-612, yehle ngo-38% kusukela ngonyaka odlule.Lo mphumela uphetha unyaka wezimali ogcwele wezi-2022, unyaka wokuhlolwa okukhulu kithi.Inani elithengisiwe lalingamayunithi angama-831,000, lehle ngo-19.8% kusukela ngonyaka odlule.Isamba semali engenayo yonyaka ibingama-yuan ayizigidi eziyizinkulungwane ezingama-3.17, yehle ngo-14.5%.
Manje, ikakhulukazi ibhizinisi lethu emakethe yaseShayina, libhekene nezivunguvungu zokungaqiniseki okubangelwa ukusimama kwe-COVID kanye nokukhuphuka kwamanani ebhethri e-Li-ion kusukela ngekota yesibili ka-2022. Isamba esithengisiwe emakethe yaseChina sehle ngo-28% unyaka nonyaka 710,000 amayunithi.Imali yethu ephelele emakethe yaseShayina izokwehla cishe ngo-19% iye cishe kuma-yuan ayizigidi eziyizinkulungwane ezingu-2.36 ngo-2022. Akukhona nje ukuthi ukuvela kabusha kwe-COVID kuphazamise ukufunwa kwemakethe, kodwa ukwethulwa kwemikhiqizo eminingana emikhulu nakho kubambezelekile ngenxa yokuvalwa kwenyanga e-Shanghai.Isikhungo sethu se-R&D sisedolobheni.Ngeke sikwazi ukwethula imikhiqizo eminingana ebalulekile kuze kube uSepthemba 2022, okuzokwenza ukuthi kugeje ukuthengisa okuphezulu.
Ngaphezu kokuphazamiseka ngenxa ye-COVID, sibhekene nezivunguvungu ngenxa yokukhuphuka kwamanani ebhethri ye-lithium.Kusukela ngoMashi 2022, intengo yezinto zokusetshenziswa zamabhethri e-lithium-ion inyuke kakhulu cishe ngama-50%, yehlisa kakhulu izinga lokungena kwamasondo amabili kagesi anamabhethri e-lithium-ion emakethe yaseChina.Ukwenyuka kwamanani kusithinta kakhulu ngoba iningi lama-scooter ethu kagesi lisebenzisa amabhethri e-lithium-ion.
Ukuze sigcine imajini ephelele enempilo, kuye kwadingeka ukuthi sinyuse amanani ngesilinganiso esingu-7-10% futhi sandise imiksi yemikhiqizo yethu ukuze sethule imikhiqizo yekhwalithi ephezulu kusukela ngekota yesibili ka-2022. Ngakho, ngaphandle kwekota yokuqala Ngo-2022, lapho sithola ukukhula konyaka, ukuthengisa engxenyeni yesibili, yesithathu neyesine ka-2022 kwehle ngo-25-40% unyaka nonyaka ngenxa yomthelela we-lithium.Amanani.
Manje njengoba singena emakethe yethu yamazwe ngamazwe, u-2022 wabona ukukhula okuqinile, ukuthengiswa kwenyuka ngo-142% unyaka nonyaka kuya kumayunithi acishe abe ngu-121,000, kanye nemali ye-scooter yenyuka ngo-51% unyaka nonyaka yafinyelela kumayuan ayizigidi ezingama-493.I-micromobility sub-sector, ikakhulukazi izithuthuthu, ibe yimbangela enkulu yalokhu kuhlinzwa, njengoba kudayiswe amayunithi angaphezu kuka-100,000.
Kodwa-ke, ukuthengiswa esigabeni samasondo amabili kagesi kwehle ngo-46% ngamayunithi angu-18,000 athengiswa ngo-2022. Ukwehla kokuthengiswa kwamasondo amabili kagesi kwakubangelwa ikakhulukazi ukuvalwa kwemakethe yamasheya, njengoba iningi labaqhubi besitoko bengazange baqoqe izimali ezengeziwe zokwandisa. .Ukuwa kwemakethe yamasheya kuholele ekwehleni kokuthengiswa kwamayunithi angaphezu kwe-11,000, okucishe kube ngama-70% wesamba sokwehla kokuthengiswa emakethe yaphesheya kwezilwandle yamasondo amabili kagesi.
Manje imakethe yethu yaphesheya kwezilwandle, njengemakethe yaseShayina, nayo ibhekene nenkinga yokushesha kwentengo yebhethri ye-lithium.Ukukhuphuka kwamanani ebhethri ye-lithium, kuhlangene nokwazisa kwe-euro nedola, kusiphoqelele ukuthi sinyuse amanani ethu okuthengisa ngesilinganiso sama-22% emakethe yaseYurophu, lapho ngaphambili sathengisa khona u-70% wamabhethri ethu kagesi amabili.– enamasondo.Izintengo ezikhuphukayo zokuthengisa zibe nomthelela ekuthengisweni kwezithuthuthu zethu zikagesi ezimakethe zabathengi, ikakhulukazi eYurophu.
Manje njengoba sibheka emuva onyakeni odlule, izinguquko eziguquguqukayo zemakethe zibe nomthelela omubi kakhulu ekusebenzeni kwethu.E-China, amanani akhuphukayo amabhethri e-lithium abuyisele emuva ukungena kwe-lithium-ion emakethe ye-e-bike nezithuthuthu, futhi afake imikhiqizo yethu yezinga lokungena, ehlanganisa ama-35% okuthengisa kwethu ngo-2021, futhi awaqhudelani. emakethe.le makethe.
Emakethe yamazwe ngamazwe, ngaphandle kokukhuphuka kwamabhethri e-lithium-ion, imakethe yamasheya ivala ngokuyisisekelo i-akhawunti yeqanda ukuya kokukodwa kokuthathu kokuthengiswa kwethu kwamasondo amabili kagesi, noma ngaphezu kwengxenye yemali yethu engenayo kagesi yamasondo amabili.Ngokubona ukuthi azikho kulezi zinguquko okungenzeka zibe ezesikhashana, sesiqale ukwenza izinguquko zamasu ukuze sizivumelanise nezimo zemakethe ezishintshayo ngo-2022. Lokhu kulungiswa kuthatha isikhathi futhi kuzodala ukuhlehla okuthile kwesikhashana ngo-2022, kodwa kuzoqinisekisa ukuphakama okuzinzile kwesikhathi eside. -ukukhula kwekhwalithi.
Okokuqala, mayelana nokuthuthukiswa komkhiqizo emakethe yaseShayina, siguqule ukugxila kwe-R&D emigqeni yemikhiqizo ephezulu, okuyimikhiqizo ye-Mavericks kanye nemigqa yemikhiqizo ehlosiwe esezingeni eliphezulu.Ngo-2021, sizogxila kakhulu emikhiqizweni yezinga lokungena emakethe enkulu, sisebenzisa leli thuba lezindleko eziphansi zamabhethri e-lithium-ion.Kodwa-ke, nakuba le mikhiqizo yezinga lokungena ibe negalelo ekukhuleni kwemali engenayo ngesikhathi esisodwa, ibe nomthelela ongemuhle kumaliji esamba ngemva kokukhuphuka kwentengo yebhethri ye-lithium.Ukuqashelwa kwekhasimende okwengeziwe kuhlushwa imayela elifushane nesithombe somkhiqizo.
Ngo-2022, salungisa isu lethu lokuthuthukisa umkhiqizo saphinde sagxila emikhiqizweni enenani eliphezulu nelimaphakathi.Sethule namabhethri e-graphite lead-acid ochungechungeni lwethu lwamabhayisikili e-e-range amaphakathi nezithuthuthu, okusivumela ukuthi sinyuse ububanzi futhi sinciphise izindleko.Ulayini wethu womkhiqizo osezingeni eliphezulu usivumela ukuthi sinyuse inzuzo ukuze siqinise ukuma kwebhrendi yethu, kuyilapho ulayini wethu womkhiqizo omaphakathi nobubanzi usivumela ukuthi sihlanganise ubuhle bedizayini nezici ezisebenzayo ngamanani athengekayo.
Ukugqamisa izimpumelelo zethu ekuthuthukisweni komkhiqizo ngo-2022, ngithanda ukusho uguquko lwesikhathi eside lwe-SQi kanye ne-UQi+ entsha emakethe esezingeni eliphezulu.I-SQi ingumnikelo wethu omuhle kakhulu emakethe ye-e-bike.Idizayini emisha kanye nobuchwepheshe bezinto ezithuthukisiwe ngentengo engaphezu kuka-9,000 yuan.Izithuthuthu ze-Straddle ezifana ne-SQi zamukelwe kahle emakethe kangangokuthi abathengi kufanele balinde izinyanga ezinhlanu kuya kweziyisithupha ukuze zithunyelwe.
I-NIU UQi+ iyisengezo sakamuva ochungechungeni lwethu lwe-Niu esiyintandokazi yesikhathi sonke.I-NIU UQi+ Ngomklamo wokukhanyisa othuthukisiwe, izilawuli ezihlakaniphile, ukonga kokugibela kanye nezici ezengeziwe eziqondene nawe, i-UQi+ idonse ukunaka okukhulu futhi yaveza izitayela ezisabalele zenkundla yezokuxhumana kusukela yethulwa, njengoba ku-odwe amayunithi acishe abe ngu-50,000 okokuqala ngqa ngoJanuwari kuphela.Le mpendulo enhle iwubufakazi bobuholi bethu bomkhiqizo, amakhono nokudala umkhiqizo, futhi sihlela ukukhipha imikhiqizo eyengeziwe ethokozisayo engxenyeni yesibili ka-2023.
Manje sesinochungechunge lwe-2022 V2 kanye ne-G6 ohlwini lwamaphakathi nebanga.I-V2 iyibhayisikili le-e elinomklamo omncane kodwa omkhulu.Lokhu cishe ngo-10-30% ngaphezu kwe-G2 ne-F2 edumile esiyethula ngo-2022, 2020 nango-2021. I-G6 isithuthuthu sikagesi esingasindi esinamandla ebhethri anwetshiwe kanye nebhethri le-graphite-lead-acid enobubanzi obungaphezu Amakhilomitha angu-100 ngenkokhelo eyodwa.
Nakuba yonke imikhiqizo yethu ekhishwe ekupheleni kukaSepthemba yeqiwe yisizini enkulu ngaphandle kwe-G6, imikhiqizo esanda kwethulwa ngokushesha ibe ngaphezu kuka-70% okuthengiswayo ngekota yesine, ezinyangeni ezintathu nje ngemva kokwethulwa.Kuphinde kusize i-ASP yethu ikhule ngo-15% ngokulandelana ku-Q4 2022. Ngokwezinga elithile, lona [awuzwakali] umsebenzi wethu wokulungisa wamasu, ogxile emikhiqizweni edidiyelwe yekhwalithi ephezulu.Kancane kancane sehlisa umthelela wokukhuphuka kwezindleko zebhethri le-lithium-ion futhi siqala ukulungisa amamajini aphelele.
Manje, ngokwethulwa kwemikhiqizo yeprimiyamu ye-SQi, i-NIU UQi+ nayo isishintsha isu layo lokumaketha ukuze igxile emkhiqizweni nakumsebenzisi.Lokhu kubangele imbuyiselo ethuthukisiwe ekutshaleni kwethu imakethe futhi kuphinde kwasisiza ukuthi siqhubeke nokukhulisa umkhiqizo.Isibonelo, imikhankaso yokumaketha yango-2022 ehlobene nokwethulwa kwemikhiqizo yethu emisha ye-SQi ne-UQi+ isifinyelele ukubukwa okungu-1.4 bhiliyoni kuzo zonke izinkundla.
Siphinde sethula nohlelo lwe-Mavericks Innovation Ambassador, oluwumgogodla wesu lethu lokumaketha eligxile kubasebenzisi, futhi samema abasebenzisi nabagqugquzeli abangaphezu kuka-40 be-Mavericks ukuthi bahlanganise futhi babambe imicimbi yasendaweni nabakwa-Mavericks.Ngesikhathi seNdebe Yomhlaba ka-2022, sihlanganise amanxusa eNdebe Yomhlaba ukuthi abukele umbukiso omusha we-scooter obonisa izikuta ezihlotshiswe ngezinto zeNdebe Yomhlaba.Emasontweni amabili nje kuphela, ama-scooters afakiwe aqoqe ukubukwa okungu-3.7 million ezinkundleni zokuxhumana zaseChina.
Manje, ezimakethe zethu zamazwe ngamazwe, isu lethu selishintshile futhi eminyakeni emibili edlule iphothifoliyo yethu yomkhiqizo iye yanda yadlula amasondo amabili kagesi kagesi, yanda ngokwezindawo ukudlula izimakethe ezibalulekile zaseYurophu.Leli su libe nempumelelo yokuqala mayelana nokukhula komkhiqizo omusha ngo-2022, izimakethe ezintsha zaqeda kancane ukwehla kwemakethe yamasheya edonsa ngamasondo amabili kagesi futhi yathuthukisa ukutshalwa kwezimali kokuqala emikhiqizweni emisha nasezimakethe ezintsha [okungazwakalayo].
Mayelana nokukhulisa ububanzi bomkhiqizo, sithole impumelelo yokuqala emkhakheni wezikuta zikagesi ngo-2022. Sethule lesi sigaba engxenyeni yokugcina ka-2021 futhi kusukela lapho sisebenzise iphothifoliyo yesithuthuthu se-lour kulo mkhiqizo oyi-premium ngokuqashelwa komkhiqizo imakethe.Siqala ngezintengo zemikhiqizo ye-premium esukela ku-$800 kuya ku-$900.kanye nemikhiqizo eshibhile enenani eliphakathi kwama-$300 nama-$500.Leli su liholele ekukhuleni kwevolumu kancane ekuqaleni, kodwa lasiza umkhiqizo ukusungula esigabeni esisha.
U-Niu uwina i-Riders Choice Award 2023 ngenkampani ehamba phambili yesikuta evela ku-Micromobility World.Umkhiqizo wethu wobuchwepheshe obuphezulu, i-K3, ubuye wambozwa ngeminye yemithombo yezindaba ehamba phambili yezobuchwepheshe efana ne-TomsHard [Phonetic], i-TechRadar ne-ExTaca [Phonetic].
Mayelana neziteshi zokuthengisa, siphinde sathatha indlela yesinyathelo ngesinyathelo ngokwethula isigaba se-scooter kuqala, sigxile eziteshini eziku-inthanethi njenge-Amazon.Ngesikhathi somcimbi we-Amazon Prime Day 2022, amamodeli ethu e-scooter akleliswe endaweni yokuqala neyesi-2 ohlwini lwabathengisi be-Amazon emazweni amaningana eYurophu naseNyakatho Melika.Ngokusebenzisa umfutho wesiteshi esiku-inthanethi, siqale ukungena kumanethiwekhi amakhulu okuthengisa ungaxhunyiwe ku-inthanethi afana ne-MediaMarkt yase-Europe kanye ne-Best Buy e-US kuze kube yisigamu sesibili sika-2022. Sikholelwa ukuthi lezi zindlela, nakuba ziphuza ukusuka, zinesisekelo esiqinile. ukukhula okusimeme ngo-2023 nangale kwalokho.
Manje, engxenyeni yokwanda kwesifunda emkhakheni wamasondo amabili kagesi, sibona amathuba okukhula emakethe yaseNingizimu-mpumalanga ye-Asia, ikakhulukazi eThailand, Indonesia naseNepal.Siyaqhubeka nokusebenza kanzima ukuze sinwebe imakethe yaseNingizimu-mpumalanga ye-Asia, sithemba ukugqugquzela inkambiso yokusuka emasondo amabili asebenza ngamandla kaphethiloli ukuya kumasondo amabili kagesi.Kulezi zimakethe ezikhula ngokushesha e-Southeast Asia, sinwebe isisekelo sesitolo sethu futhi sasungula inethiwekhi yokuthengisa ebanzi nozakwethu bendawo.
Ngo-2022, ngesikhathi sengqungquthela ye-G20 e-Bali, imikhiqizo ye-Niu izohlinzeka ngama-scooters kagesi ukuze Amaphoyisa Ezwe Lase-Indonesia asekele ezokuthutha zikahulumeni wendawo.Manje, ngenxa yale mizamo, ukuthengiswa kwamasondo amabili kagesi emakethe yaseNingizimu-mpumalanga ye-Asia kwenyuke cishe ngo-60% unyaka nonyaka.
Okokugcina, njengabagqugquzeli bokuphila okusimeme, sizibophezele ekunikezeni amakhasimende ethu izimoto zasedolobheni ezinobungani nemvelo ukuze sisize ukunciphisa indawo yethu yemvelo.U-2022 ngomunye unyaka lapho sizibophezele khona ekusizeni yonke imboni yamasondo amabili ukuthi ithuthuke ngendlela evumelana nemvelo.Kulo nyaka sishicilele umbiko wethu wokuqala we-ESG.Kuze kube manje, idatha yokuhamba eqoqwenisiwe isifinyelele kumakhilomitha ayizigidi eziyizinkulungwane eziyi-16, okusho ukuthi amakhilogremu ayizigidi eziyizinkulungwane ezine zokukhishwa kwekhabhoni kwehlisiwe uma kuqhathaniswa nezimoto eziningi.
Ukuze siqhubeke sisakaza umlayezo wokwakha ikusasa eliluhlaza ngobuchwepheshe, sethule i-ReNIU, umkhankaso wokusimama komhlaba wonke, phakathi noSuku Lomhlaba lwango-2022. Lo mkhankaso uhlanganisa ukuhlanza komhlaba wonke koSuku Lomhlaba ohlanganisa abasebenzisi abasha kuwo wonke amazwekazi amane ukuze bahlanze iplanethi.Izindawo zomphakathi, ezifaka izindawo ezifana ne-Bali, i-Antwerp ne-Guatemala.Ukuzinza bekusenhliziyweni yomkhiqizo wethu kusukela ekuqaleni kwawo, futhi siyaziqhenya ngokuba nomthelela omuhle ekuzibophezeleni kwethu ekusimameni nabasebenzisi bethu.
Manje njengoba u-2022 usudlulile, siyaqiniseka ukuthi izinguquko zamasu esizenze ngo-2022 zizoqala kabusha ukukhula ngo-2023 futhi ziqale ukuba nomthelela omuhle engxenyeni yesibili ka-2023. Njalo ngonyaka, uma kuqhathaniswa nokulungiswa kwamanani kwangaphambili kwikota yokuqala. ka-2022, ikota yethu yokuqala ka-2023 iyaqhubeka nokubonisa izimpawu zokuthikamezwa kabi ukwenyuka kwamanani kanye nokubambezeleka kokwethulwa komkhiqizo, esilindele ukubuya ngekota yesibili.Manje, ngesu lokuthuthukisa umkhiqizo, ukumaketha nokumaketha, kanye nokwandisa iziteshi zokuthengisa, sikholwa ukuthi singaqala kabusha ukukhula konyaka nonyaka e-China nasezimakethe zaphesheya kwezilwandle ngo-2023.
Manje, ikakhulukazi emakethe yaseShayina, sizoqhubeka nobuholi bethu ngokuthuthukisa ukukhula kwekhwalithi ngemikhiqizo emisha esigabeni esisezingeni eliphezulu, sigxile ekukhangiseni okubheke kubasebenzisi ukuze sithuthukise i-ROI nokusebenza kahle kwezitolo.okufanayo - 3000+ izitolo zama-franchise.Mayelana nemikhiqizo, kusukela engxenyeni yesibili yalo nyaka, sinezinhlelo zemikhiqizo eminingana ebalulekile e-China.Le migqa yomkhiqizo izogxila ekusebenzeni okuphezulu kochungechunge lwe-Niu ne-Gova, kusukela ezithuthuthwini ezisebenza kahle njengezithuthuthu kuya emabhayisikili kagesi aseShayina asezingeni eliphezulu kanye nebanga elimaphakathi, amapulatifomu e-NCM lithium battery powertrain, ama-SV ethu.[Ifonetiki] amabhethri e-lithium amabhethri e-graphite lead acid.Saqala ukwenza le mikhiqizo ngo-2022 futhi izokhishwa ngesikhathi esimisiwe engxenyeni yesibili ka-2023.
Manje, siqhutshwa ukunikezwa komkhiqizo ohlukile nohlukile, siyaqhubeka nokugxila ekwenzeni i-Mavericks ibe uhlobo oluhamba phambili lwendlela yokuphila yasemadolobheni, inkampani edlulela ngale kwemikhiqizo yethu.Ngokungeziwe kumkhiqizo wethu namasu okumaketha agxile kubasebenzisi, sihlela nokwandisa uhlelo lwethu lokuthengisa ngokubambisana ngemikhiqizo enezivinini zendlela yokuphila efanayo.Ngo-2022, sethule ngempumelelo ubambiswano nemikhiqizo ehamba phambili emhlabeni yempilo efana ne-Razer ne-Diesel futhi sathuthukisa imikhiqizo ehlanganyelwe nozakwethu ngamunye, futhi sihlela ukuqhubeka nale modeli eyimpumelelo ngo-2023.
Manje, ngokuya ngeziteshi zokuthengisa, sethule izindlela zokuthuthukisa ukuthengiswa kwesitolo esisodwa engxenyeni yesine ka-2022, futhi sibuka izitolo zezitini nodaka njengezindawo ezibalulekile zemibukiso yokuhlola, izivivinyo zokushayela, nezinsizakalo zokuthengisa ngemva kokuthengisa.Sisekela izitolo ezingaxhunyiwe ku-inthanethi ngemikhondo ekhiqizwe ku-inthanethi.Ngale ndlela ye-O2O, siyakwazi ukunikeza abasebenzisi bethu umuzwa ongcono wangaphambi kokuthengisa nangemva kokuthengisa futhi sikhulise ukuthengisa ezitolo zethu.
Siphinde saqala iphrojekthi yokwenza lula futhi silinganise izakhiwo zesitolo nezinto zokumaketha zesitolo ngasinye ukuze sakhe isithombe somkhiqizo esingaguquki sekhwalithi ephezulu.Ngaphezu kwalokho, sinohlelo lwedijithali lokusiza izitolo zikhangise ngemikhiqizo yazo futhi zakhe izinkundla, okuholela ekwandeni kwethrafikhi namazinga okuguqulwa okungenzeka.Lezi zinhlelo zizosiza izitolo ezingaphezu kuka-3,000 ukuthi zikhule ngendlela eqhubekayo.
Manje, mayelana nezimakethe zamazwe ngamazwe, sizoqhubeka nokugxila esu lethu lokuhlukahluka ngokuya ngephothifoliyo yomkhiqizo kanye nokwanda kwezindawo.Le mizamo yokuhlukahluka eminyakeni emibili edlule izoqala ukufaka isandla kakhulu emalini engenayo nasekukhuleni kweholo.Okokuqala, esigabeni se-micro-movements, i-2022 izoba nezinga eliphezulu lokukhula, futhi ukuthengisa ngo-2022 kuzokwenyuka cishe izikhathi ezingu-7.Ngo-2022, sizoqhubeka nokuthuthukisa amasegimenti amancane, sakhe iphothifoliyo yomkhiqizo ebanzi, futhi sisungule iziteshi zokuthengisa nozakwethu bokuthengisa njenge-Best Buy ne-MediaMarkt, kokubili ku-inthanethi nokungaxhunyiwe ku-inthanethi.Ngo-2022, sihlela ukuqhubeka sibuyekeza umugqa wethu womkhiqizo we-scooter ukuze sandise ububanzi bemikhiqizo kubasebenzisi bethu.
Manje, ngaphezu kwama-scooters, sisanda kwethula ngokusemthethweni ibhayisikili lethu lokuqala le-e-BQi C3 emakethe yase-US ngoMashi 2023. I-BQi C3 iyi-ebike yebhethri ekabili enamabhethri angasindi amabili ashintshwayo, anikezela ngebanga eliphezulu elingaphezu kwamamayela angu-90.Manje njengoba sesakhe inethiwekhi yokuthengisa eqinile ngonyaka odlule, i-BQi C3 izothengiswa ezitolo ezingaphezu kwe-100 ze-Best Buy e-US naku-inthanethi, ngezinhlelo zokuyithengisa e-Canada maduze nje.
Manje, njengoba siqala ukutshala imali emakethe ye-micromobility kusukela ngo-2020, siyaqiniseka ukuthi izisekelo ezibekwe eminyakeni emithathu edlule mayelana nokwakhiwa komkhiqizo, ukuxubana kwemikhiqizo nokwakhiwa kweziteshi kuzothuthukisa ukukhula okusheshayo ngo-2023 futhi kube negalelo elikhulu emalini engenayo kanye inzuzo.
Manje, esigabeni samasondo amabili kagesi, sinezingqinamba ngenxa yokuvalwa kwemakethe yokwabelana ngo-2022. Silindele ukubuyela endleleni yokukhula ngokushesha ngo-2023 ngokwandisa umkhiqizo kanye nokwandiswa kwendawo.Mayelana nemikhiqizo, sihlela ukwethula yonke imikhiqizo emisha esebenza kahle kakhulu njengesithuthuthu sikagesi esinamasondo amane i-RCi ukuze siqhudelane ngokuhlinzekwa kwamasondo amabili kagesi futhi sihlangabezane nesidingo esiphelele sase-Europe.
Ngokuphathelene nokwanda kwezindawo eNingizimu-mpumalanga ye-Asia, ukuze sakhele ekukhuleni okufinyelelwe ngo-2022, sihlela ukwethula imikhiqizo nezisombululo ezisekela ukushintshwa kokuhlolwa ngokubambisana nabahlinzeki abakhulu abambalwa emazweni afana ne-Indonesia ne-Thailand.Lezi zilingo seziyaqhubeka futhi silindele ukuthi ekugcineni zizosinika ukufinyelela emakethe yaseNingizimu-mpumalanga ye-Asia, lapho kuthengiswa khona izithuthuthu zikaphethiloli ezingaphezu kwezigidi ezingu-20 ngonyaka.
Manje njengoba sisebenzisa lawa maqhinga okukhula e-China nezimakethe zamazwe ngamazwe, silindele ukuthi ukuthengiswa kwethu sekukonke kukhule kuye kumayunithi ayizigidi ezingu-1-1.2 ngo-2023, kukhuphuke ngo-20-45% kusukela ngo-2022.
Ngiyabonga Master Yang futhi sanibonani nonke.Sicela uqaphele ukuthi ukukhishwa kwethu kwabezindaba kuqukethe yonke idatha nokuqhathanisa ongase ukudinge, futhi silayishe idatha ngefomethi ye-excel kuwebhusayithi yethu ye-IR ukuze siyisebenzise.Uma ngibuyekeza imiphumela yethu yezezimali, ngaphandle uma kuboniswe ngenye indlela, sibhekisela ezibalo zekota yesine futhi zonke izibalo zemali ziku-RMB ngaphandle kwalapho kuboniswe ngenye indlela.
Njengoba u-Yang Gang esho, sizobhekana nezinselelo eziningi ngo-2022. Ingqikithi yokuthengiswa kwekota yesine ibe amayunithi angu-138,000, yehle ngo-42% kusukela esikhathini esifanayo ngonyaka odlule.Ikakhulukazi, izimoto eziyi-118,000 zidayiswe emakethe yaseShayina, kwathi izimoto ezingama-20,000 zathengiswa ezimakethe zaphesheya.Ezimakethe zaphesheya kwezilwandle, sikwazile ukugcina ukukhula okungu-15% unyaka nonyaka ekuthengisweni kwe-scooter kuya kumayunithi ayi-17,000.
Sekukonke okuthengisiwe ngo-2022 kuzoba yizimoto ezingama-832,000, okuhlanganisa izimoto ezingama-711,000 emakethe yaseChina kanye nezimoto eziyi-121,000 ezimakethe zaphesheya.Ngenkathi ukuthengiswa okuphelele emakethe yaseShayina kwehle ngo-28% unyaka nonyaka, uchungechunge lwe-premium ye-Niu ne-Gova luhlangene lwehle ngo-10%.Ukukhula komfutho ezimakethe zaphesheya kwezilwandle kunamandla, ukuthengiswa kwe-scooter okuhlanganisiwe kukhuphuke kwafinyelela kumayunithi angu-102,000, futhi ukuthengiswa kwe-moped kagesi kwehle cishe ngo-45%, ikakhulukazi ngenxa yokunqanyulwa kwama-oda [athembekile] okwabelana, kuphawula u-Yang Gang.
Imali engenayo yekota yesine ibe ngama-yuan ayizigidi ezingama-612, yehle ngo-38% kusukela ngonyaka odlule.Ukuhlukanisa imali ye-scooter ngokwezinga, imali engenayo ye-scooter emakethe yase-China ibe ngama-yuan ayizigidi ezingu-447, ngo-35% ngaphansi kwalokhu esiqale ngesu lethu lokugxila kabusha kumasegimenti e-premium kanye ne-mid-range.Uchungechunge lokwethulwa kwe-Gova lubalele nje u-5% wokuthengiswa kwasekhaya ngekota yesine.Ngenxa yalokho, isilinganiso senani lokuthengisa emakethe yaseShayina senyuke ngo-378,314 yuan [izwi] unyaka nonyaka.Imali engenayo evela kuma-scooters aphesheya, okuhlanganisa ama-scooters, ama-mopeds kagesi nezithuthuthu zikagesi, yayingama-yuan ayizigidi ezingu-87.Isilinganiso sentengo yokuthengisa yama-hybrid scooters ezimakethe zaphesheya sasingu-4,300 yuan, phansi ngekota kusukela onyakeni odlule ngenxa yengxenye ephezulu yokuthengiswa kwe-scooter kodwa i-ASP ephansi.Kodwa-ke, isilinganiso sentengo yokuthengisa yama-scooters sikhuphuke ngaphezu kuka-50% ngonyaka kanye no-10% wekota ngekota ngenxa yengxenye ephezulu yama-scooters asezingeni eliphezulu njengochungechunge lwe-K3 olunenani eliphakathi kwama-$800 nama-$900.
Izinsiza, izingxenye kanye nemali engenayo yezinsizakalo ibingamayuan ayizigidi ezingama-79, yehle ngo-31% ngenxa yokuthengiswa okuphansi kwamabhethri okuvela kuma-opharetha abelana ngamadivaysi eselula aphesheya.Kuwo wonke u-2022, ukuthengiswa okuphelele - imali ephelele yehle ngo-14.5% yaya ku-3.2 billion yuan.Imali engenayo ye-Scooter e-China iyonke yehle ngo-19% unyaka nonyaka.Izimpahla ezimaphakathi nezisezingeni eliphezulu zehle ngo-6% kuphela.I-International Scooters - Imali engenayo ye-International Scooters inyuke ngo-15% yaya kuma-yuan ayizigidi ezingu-494.Isamba semali engenayo yamazwe ngamazwe okuhlanganisa izikuta, izesekeli, izingxenye namasevisi kubalwe u-18.5% wesamba semali engenayo ngenxa yokukhula ngokushesha kwezithuthuthu.
Ake sibheke inani lokuthengisa elimaphakathi ngo-2022. Isamba sentengo yokuthengisa ye-scooters sasingu-3,432 vs. 3,134, sikhuphuke ngo-9.5%.Izithuthuthu zasekhaya ze-ASP 3322, ukukhula okungu-12%, ingxenye yazo kungenxa yenhlanganisela engcono kakhulu yemikhiqizo ye-premium, futhi okunye ngenxa yokwenyuka kwamanani.Isilinganiso samazwe ngamazwe sentengo yokuthengisa ama-scooters ayi-hybrid sasingu-4,079 vs. 6,597, ephansi kunonyaka odlule, njengoba isabelo sama-scooters senyuke izikhathi ezingu-10, kuyilapho isilinganiso sokuthengisa intengo yezithuthuthu zikagesi kanye nama-ASP nama-scooters kukhuphuke ngo-17% no-13%, ngokulandelana.%.
Isamba senzuzo yenzuzo ngekota yesine ibe ngu-22.5%, yehle ngamaphesenti angu-0.1 unyaka nonyaka yakhuphuka ngamaphesenti angu-0.4 ukusuka kwikota edlule.Isamba senzuzo besingu-21.1% onyakeni ophele ngomhla ka-31 Disemba 2022, uma kuqhathaniswa no-21.9% wonyaka.Imiksi yomkhiqizo ethuthukisiwe e-China ikhulise imajini ephelele ngamaphesenti angu-1.2, kuyilapho izindleko zebhethri eziphakeme kanye nesabelo esiphezulu sokuthengiswa kwe-scooter kwehlise imajini iyonke ngamaphesenti angu-2.Ikakhulukazi, inzuzo enkulu emakethe yaseShayina ikhuphuke ngamaphesenti angu-1.5.
Isikhathi sokuthumela: Mar-23-2023
