Ntambama enhle futhi ngiyabonga ngokusekelwa kwakho. Uyemukelwa ku-Mavericks '2022 Q4 Realings Call. [Imiyalo ku-opharetha] Sicela uqaphele ukuthi umhlangano wanamuhla uyaqoshwa.
Manje sengithanda ukujikisa ingqungquthela kuSomlomo wanamuhla, uWendy Zhao, Umphathi Wokubuyiselwa Kwezimali Ezikhulu eMaverick Technology. Sicela uqhubeke.
Ngiyabonga opharetha. Sanibonani nonke. Uyemukelwa kuConferent yanamuhla yenkomfa ukuze uxoxe ngemiphumela ye-NIU Technologies 'Q4 2022 imiphumela. Ukukhishwa kwabezindaba okutholakele, ukwethulwa kwenkampani kanye netafula lezezimali kuthunyelwe kuwebhusayithi yethu yokutshala imali yokutshala imali. Ucingo lwengqungquthela luphinde lwahlakazwa bukhoma kuwebhusayithi yemali yemali etshalizimali, futhi ukuqoshwa kocingo lwengqungquthela kuzotholakala kungekudala.
Uyacelwa ukuthi uqaphele ukuthi izingxoxo zanamuhla zizoqukatha izitatimende ezibukeka phambili ezenzelwa ukulandelwa kwezinhlinzeko eziphephile ze-Effer Security Recities Act ka-1995. Izitatimende ezibukeke phambili zibandakanya ubungozi, ukungaqiniseki, ukucatshangelwa kanye nezinye izinto. Imiphumela yangempela yenkampani ingahluka ngokwezinto ezibonakalayo kulabo abamemezelwe namuhla. Imininingwane eyengeziwe ezintweni ezinobungozi ifakiwe ekuhlolweni komphakathi kwenkampani ngokuphepha kanye neKhomishini Yokushintshana. Le nkampani ayithembi noma yisiphi isibopho sokuvuselela noma yiziphi izitatimende ezibukeka phambili, ngaphandle kokuthi kudingwa ngumthetho.
Ukukhishwa kwe-P & L FROCK yethu kanye nalolu cingo lufaka izingxoxo ngezilinganiso ezithile ezingezona zezezimali ezingezona ze-GAAP. Ukukhishwa kwabezindaba kuqukethe izincazelo zezindlela ezingezona zezezimali kanye nokubuyisana kwezimali ze-gaap kwimiphumela yezezimali engeyona eyezimali.
Namuhla, uDkt Li Yan, Isikhulu Esiphezulu Esiphezulu, kanye noNks. Manje ake ngidlulise inselelo kuJan.
Ngiyabonga nonke ngokujoyina ikholi yethu yenkomfa namuhla. Ekota yesine ka-2022, ukuthengiswa okuphelele kwakungamayunithi angama-138,279, phansi ama-41.9% ukusuka ngonyaka owedlule. Ikakhulu, ukuthengisa emakethe yaseChina kwehle ngonyaka we-42.5% ngonyaka kuye kwamayunithi angama-118,000. Ukuthengisa ezimakethe zaphesheya kwezilwandle zawa ngama-38.7% amayunithi angama-20,000.
Imali etholwa ngekota yesine yayingu-yuan wezigidi ezingama-612, ezansi 38% kusukela ngonyaka owedlule. Lo mphumela uqeda unyaka ogcwele wezimali 2022, unyaka wokuzihlola okukhulu ngathi. Ukuthengisa okuphelele kwakungamayunithi angama-831,000, phansi 19.8% ukusuka ngonyaka owedlule. Imali ebiwonke yonyaka yayingu-3.17 billion yuan, phansi 14.5%.
Manje, ikakhulukazi ibhizinisi lethu emakethe yaseChina, libhekene nezinhloko zokungaqiniseki ezibangelwa ukululama kusuka kwizindleko zebhethri ze-Li-Ion ziqala ngekota yesibili ka-2022. Ukuthengisa okuphelele emakethe yaseChina kwaqala unyaka nonyaka ukuzungeza unyaka Amayunithi angama-710,000. Imali yethu ephelele emakethe yaseChina izokwehla cishe nge-19% cishe ku-2.36 billion yuan ngo-2022. Ayigcini nje ngokuvuselelwa kwemakethe, kepha ukwethulwa kwemikhiqizo eminingana kudalulwe ngenxa yokuvala okuningana eShanghai. Isikhungo sethu se-R & D sisedolobheni. Ngeke sikwazi ukwethula imikhiqizo eminingana ebalulekile kuze kube nguSepthemba 2022, oluzodala ukuthengiswa okuphezulu kuphuthelwe.
Ngaphezu kokuphazamiseka ngenxa ye-Coving, futhi sibhekene nezindondo ngenxa yamanani entengo yebhethri enyuka. Kusukela ngoMashi 2022, intengo yezinto ezisetshenziswayo zamabhethri e-lithium-ion akhuphuke kakhulu cishe ngo-50%, wehlisa kakhulu ukungena kwamanzi ama-wheelnarent kagesi ama-lithium-ion amabhethri eMakethe yaseChina. Ukwanda kwamanani kuthinta kakhulu ngoba iningi labakwenzi bethu bakagesi basebenzisa amabhethri e-lithium-ion.
Ukuze silondoloze imajini ephelele ephelele, bekufanele sikhulise amanani ngesilinganiso esingu-7-10% futhi sandisa umxube wethu womkhiqizo ukuze uqalise imikhiqizo esezingeni eliphakeme ukuqala kwikota yesibili ka-2022. Ngakho-ke, ngaphandle kwekota yokuqala ye 2022, lapho sikuthola ukukhula ngonyaka ngonyaka, okuthengiswayo kwesesibili, ingxenye yesine nelesine yakwa-2022 bekuphansi kweminyaka engama-25- 40% ngonyaka ngenxa yomthelela we-lithium. Amanani.
Manje ukufaka imakethe yethu yamanye amazwe, 2022 wabona ukukhula okuqinile, ngokuthengisa u-142% unyaka nonyaka kuya cishe amayunithi angama-121,000, kanye ne-Scooter Revenue Up 51% unyaka uYuan. Umkhakha we-micromobility, ikakhulukazi ama-scooters, abe ngumshayeli omkhulu walesi sigameko, amayunithi angaphezu kuka-100,000 athengisiwe.
Kodwa-ke, ukuthengisa esigabeni sama-Wheeller Cooler kudalwe ngo-46% ngamayunithi ayi-18,000 athengiswe ngo-2022. Ukwehla kokuthengiswa kwama-wheel-Wheellers asolwandle ikakhulukazi ngenxa yokuvalwa kwemakethe yesitoko, njengoba abasebenza kakhulu be-stock bebengaphakamisi imali eyengeziwe yokwanda . Ukuwa emakethe yamasheya kuholele ekunciphiseni kokuthengiswa kwamayunithi angaphezu kuka-11,000, accounting cishe ama-70% okuncipha kokuthengisa okuphelele emakethe yama-wheelleas aphesheya kwezilwandle.
Manje imakethe yethu yaphesheya, njengemakethe yaseChina, nayo ibhekene nenkinga ye-Lithium yebhethri yebhethri. Intengo ye-Likium yebhethri ye-Lithium, ehlanganiswe nokwazisa nge-euro nedola, yaphoqa ukuthi yandise amanani ethu okuthengisa ngokwesilinganiso samaphesenti angama-22 emakethe yaseYurophu, lapho sasithengisa khona amabhethri ethu angu-70%. - inamasondo. Amanani entengo akhuphukayo athinte ukuthengiswa kwezithuthuthu zethu zikagesi ezimakethe zabathengi, ikakhulukazi eYurophu.
Manje njengoba sibheka emuva ngonyaka owedlule, izinguquko emaphethelweni emakethe ziye zaba nomthelela omkhulu ekusebenzeni kwethu. E-China, amanani entengo akhuphukayo amabhethri e-lithium abuyele emuva ukungena kwe-lithium-ion emakethe ye-e-bike kanye ne-motorcycle, futhi afake imikhiqizo yethu yezithuthuthu, ebika ama-35% wokuthengisa kwethu ngo-2021, futhi awancintisani emakethe. le makethe.
Emakethe yamazwe omhlaba, ngaphandle kokunyuka kwamabhethri e-lithium-ion, imakethe yesitoko evala ngokuyisisekelo i-akhawulela zero iye kwingxenye eyodwa kwezintathu yabathengisi be-wheeller ezimbili, noma ingxenye yemali yethu engenayo kagesi. Ukubona ukuthi akukho zazo zalezi zinguquko okungenzeka ukuthi zingeze zikhashana, sesiqalile ukwenza izinguquko ezinhle kakhulu zokushintsha izimo zemakethe ngo-2022. Lokhu kulungiswa kuthatha isikhathi futhi kuzokuqinisekisa ukuphakama okusheshayo okuqhubekayo Ukukhula -Kukukhula.
Okokuqala, ngokuya ngentuthuko yomkhiqizo emakethe yaseChina, siguqule ukugxila kwe-R & D kuya emigqeni yomkhiqizo ephezulu, okungukuthi imikhiqizo ye-maverick kanye nemigqa yomkhiqizo ephezulu. Ngo-2021, sizogxila kakhulu kwimikhiqizo yokungena emakethe yeMass, esebenzisa amathuba aphansi amabhethri e-lithium-ion. Kodwa-ke, ngenkathi le mikhiqizo ye-Inverts-Level inomthelela ekukhuleni kwemali engenayo yesikhathi esisodwa, babenomthelela omubi ku-margin enkulu ngemuva kokunyuka kwamanani entengo yebhethri le-lithium. Ukuqashelwa kwamakhasimende okwengeziwe kuhlushwa amamayela afushane nesithombe somkhiqizo.
Ngo-2022, sashintsha isu lethu lokuthuthukisa umkhiqizo futhi sabuyiselwa emikhiqizweni ephezulu nephakathi. Siphinde sethula futhi amabhethri e-graphite acid-acid ngohla lwethu lwama-e-bikes aphakathi nendawo kanye nezithuthuthu, kusivumele ukukhulisa uhla futhi kuncishiswe izindleko. Umugqa wethu we-High-End Phondantamu usivumela ukuthi sikhulise inzuzo ukuqinisa isikhundla sethu somkhiqizo, ngenkathi umugqa wethu womkhiqizo waphakathi usivumela ukuthi sihlanganise design aesthetics ngezici ezisebenzayo ngamanani atholakalayo.
Ukuqokomisa izimpumelelo zethu ekuthuthukisweni komkhiqizo ngo-2022, ngithanda ukusho inguquko yesikhathi eside ye-SQI ne-UQI entsha + emakethe ephezulu. I-SQI ingumnikelo wethu omuhle kakhulu emakethe ye-e-bike. Idizayini entsha nobuchwepheshe bezinto ezibonakalayo ezithuthukile ngentengo engaphezu kuka-9,000 Yuan. Izithuthuthu ze-STRADDDLE ezinjenge-SQI zitholwe kahle yimakethe abathengi kufanele balinde izinyanga ezinhlanu kuya kweziyisithupha ukuze zilethwe.
I-Niu Udiyo + ukungeza kwakamuva kochungechunge lwethu lwe-NIU oluthandayo lwe-NIU. I-NIU UQI + enomklamo wokukhanyisa owenziwe ngcono, izilawuli ezi-smart, umnotho wokugibela kanye nezici ezengeziwe zokwenza okuthandwayo, ama-Udiyo + adonsele ukunakwa okuningi kwezindawo zokuxhumana ezenhlalo selokhu kwethulwa okokuqala ngoJanuwari kuphela. Lokhu kuphendula okuhle kuwubufakazi obuholi bethu bomkhiqizo, amakhono kanye nokwakha umkhiqizo, futhi sihlela ukukhipha imikhiqizo eyengeziwe ethokozisayo kwikota yesibili ka-2023.
Manje sinochungechunge lwe-2022 no-G6 no-G6 olungaphakathi kwamabanga aphakathi. I-V2 yi-e-bike enomklamo we-minimalist kodwa ibe mkhulu. Lokhu kucishe kube yi-10-30% ngaphezulu kwe-G2 ne-F2 yethulwa ngo-2022, 2020 no-2021 Amakhilomitha ayi-100 ngecala elilodwa.
Ngenkathi yonke imikhiqizo yethu ikhishwa ekupheleni kukaSepthemba uphuthelwe isizini ephakeme kakhulu ngaphandle kwe-G6, imikhiqizo esanda kwethulwa yasheshe yabalelwa imali yokuthengisa ngaphezulu kwe-70% kwikota yesine, izinyanga ezintathu nje ngemuva kokwethulwa. Kuyasiza futhi ukuthi i-ASP yethu ikhule ngokulandelana ngokulandelana ku-Q4 2022. Ngokwezinga elithile, lokhu kungukuthi [okungaqondakali] umsebenzi wethu ohleliwe, ugxile emikhiqizweni esezingeni eliphakeme. Sinciphisa kancane kancane umthelela wokukhuphuka kwezindleko zebhethri ze-lithium-ion kanye nokuqala ukulungisa ama-margins aphelele.
Manje, ngokwethulwa kwemikhiqizo ye-SQI Premium, i-Niu Udiyo + nayo ishintsha isu layo lokumaketha ukuze ligxile kumkhiqizo nakumsebenzisi. Lokhu kwaphumela ekubuyiseleni okuthuthukile ekutshalweni kwemali kwethu kokuthengisa futhi kusisize futhi ukuthi siqhubeke nokukhulisa uhlobo. Isibonelo, imikhankaso yokumaketha engama-2022 ehlobene nokwethulwa kwemikhiqizo yethu entsha ye-SQI ne-UQI + ifinyelele imibono eyizigidi eziyizinkulungwane eziyi-1,4 kuwo wonke amapulatifomu.
Siphinde saqala nohlelo lwe-Mavericks Innovation Ambassador uhlelo, okuyinto wasemgogodleni yecebo lethu lokukhangisa lomsebenzisi, futhi wamenyelwa abasebenzisi bama-maverick abaphezu kwama-40 kanye nabathonya ukudala futhi basingathe imicimbi yendawo ngeMavericks. Ngesikhathi seNdebe Yomhlaba wonke engama-2022, sithuthukise amanxusa weNdebe Yomhlaba wonke ukuthi abuke ama-scooter akhombisa ama-scooters akhombisa ama-scooters ahlotshiswe ngezinto zeNdebe Yomhlaba. Emavikini amabili nje, ama-scooters afakiwe afake phakathi ukubukwa okungu-3.7 million kuma-Chinese Social Media.
Manje, ezimakethe zethu zamazwe omhlaba, isu lethu liye lahlukana futhi eminyakeni emibili edlule iphothifoliyo yethu yomkhiqizo iye yanda ngalezi zimakethe ezimbili, yandisa ngokwendawo ezimakethe zaseYurophu. Leliqhinga lalinempumelelo yokuqala ngokuya ngokukhula komkhiqizo omusha ngo-2022, ngezimakethe ezintsha zisusa kuphela ukwehla ngokwengxenye emakethe yamasheya amabili nokwenza ngcono ukutshalwa kwezimali okusha emikhiqizweni emisha nezimakethe ezintsha [ezingenakufinyeleleka].
Mayelana nokwandisa ibanga lomkhiqizo, sithole impumelelo yokuqala emkhakheni wabasezingeni likagesi ngo-2022. Sethule lesi sigaba kwikota yokugcina ye-2021 futhi selokhu sathola i-Score Scooter Portfolio kulo mkhiqizo we-premium ngokuqashelwa komkhiqizo okusunguliwe ngaphakathi imakethe. Siqala ngamanani entengo yemikhiqizo ye-premium esukela ku- $ 800 kuya ku- $ 900. kanye nemikhiqizo eshibhile intengo ibekwe phakathi kwama- $ 300 no- $ 500. Leliqhinga laholela ekukhuleni kwevolumu ekuqaleni, kepha kwasiza uhlobo luzisuse esigabeni esisha.
I-Niu iwina umklomelo wokukhetha umklomelo we-2023 yenkampani enhle kakhulu yeScooter kusuka emhlabeni we-micromobility. Umkhiqizo wethu we-High Tech, K3, ubuye wambozwa eminye yemidiya ehamba phambili ye-tech tech efana neTomshard [ifonetiki], i-techradar kanye ne-expaca [phonetic].
Mayelana neziteshi zokuthengisa, siphinde sathatha indlela yesinyathelo ngesinyathelo ngokwethula isigaba seScooter kuqala, sigxile eziteshini eziku-inthanethi ezifana ne-Amazon. Ngesikhathi sosuku lwe-Amazon Prime Day 2022, amamodeli ethu e-Scooter abeka umhlaka 1st kanye no-2 ohlwini lwe-Amazon Bestseller emazweni amaningana eYurophu naseNyakatho Melika. Sifaka umfutho wesiteshi esiku-inthanethi, saqala ukufaka amanethiwekhi amakhulu okuthengisa angaxhunyiwe ku-inthanethi afana neMediaMarkt eYurophu futhi athenge kangcono engxenyeni yesibili ka-2022. Sikholwa ukuthi lezi zindlela, ngenkathi zihamba kancane, zibe nesisekelo esiqinile Ekukhuleni okuzinzile ngo-2023 nangale kwalokho.
Manje, engxenyeni yokwanda kwesifunda emkhakheni wama-Wheellers amabili kagesi, sibona amathuba okukhula emakethe yaseNingizimu mpumalanga ye-Asia, ikakhulukazi eThailand, e-Indonesia naseNepal. Siyaqhubeka nokusebenza kanzima ukwandisa imakethe yaseNingizimu-mpumalanga ye-Asia, ngethemba lokuvuselela umkhuba wokuguqukela kumaphethelo wendabuko amanzi amabili anikwe amandla ama-wheellers amabili. Kulezi zimakethe ezikhula ngokushesha eSoutheast Asia, sikhulise isisekelo sethu sesitolo futhi sasungula inethiwekhi ebanzi yokuthengisa nabalingani bendawo.
Ngo-2022, ngesikhathi sengqungquthela ye-G20 eBali, imikhiqizo ye-NIU izonikeza ama-scooter kagesi amaphoyisa ase-Indonesia azokweseka ukuthutha okuqhubekayo kohulumeni basekhaya. Manje, ngenxa yale mizamo, ukuthengiswa kwama-wheels amabili kagesi eMakethe yaseNingizimu mpumalanga ye-Asia kuvuselelwa cishe unyaka ka-60% ngonyaka.
Ekugcineni, njengabameli bokuphila okuzinzile, sizibophezele ekuhlinzekeni amakhasimende ethu ngezimoto ze-Smart City enobungane ukuze zisize ekunciphiseni ukungenisa kwethu kwezinyawo zemvelo. I-2022 ngomunye unyaka lapho sizibophezele khona ekusizeni yonke imboni ye-Wheeler Wheelser ithuthukiswe endaweni enobungane bemvelo. Lo nyaka sishicilele umbiko wethu wokuqala we-ESG. Kuze kube manje, idatha yokuhamba eqongekile ifinyelele kumakhilomitha ayizigidi eziyizinkulungwane eziyi-16, okusho ukuthi amakhilogremu amane okukhishwa kwezigidigidi zokukhishwa kwekhabhoni ancishisiwe uma kuqhathaniswa nezimoto eziningi.
Ukuze siphinde sisakaze umyalezo wokwakha ikusasa eliluhlaza ngobuchwepheshe, sethule kabusha kabusha, uhlelo lokusimamisa lomhlaba wonke, phakathi nosuku lokuhlanza imibala yosuku lomhlaba wonke amazwekazi amane ukuze ahlanze umhlaba wonke ukuze uhlanze iplanethi. Izindawo Zomphakathi, kufaka phakathi izindawo ezifana neBali, Antwerp kanye neGuatemala. Ukuqina kube senhliziyweni yomkhiqizo wethu selokhu kwasungulwa, futhi siyaziqhenya ngokuba nethonya elihle ekuzibophezeleni kwethu ekuqinisekisweni kwabasebenzisi bethu.
Manje njengoba sekudlule ukuthi, siyaqiniseka ukuthi ushintsho olunamasu esilwenzile ngo-2022 luzophinde luqale ukukhula ngo-2023 futhi luqale ukuba nomthelela omuhle kwikota yesibili ka-2023. Ngonyaka, uma kuqhathaniswa nokulungiswa kwentengo kwangaphambilini kwikota yokuqala ka-2022, ikota yethu yokuqala ka-2023 iyaqhubeka nokukhombisa izimpawu zokuthi zithinteke kabi ngokwanda kwamanani nokubambezeleka kokuqalisa komkhiqizo, esilindele ukubuya kwikota yesibili. Manje, ngecebo lokuthuthukiswa komkhiqizo, uphawu kanye nokumaketha, kanye nokwandisa iziteshi zokuthengisa, sikholwa ukuthi singaphinde siqale ukukhula ngonyaka eChina nasezimakethe zaphesheya kwezilwandle ngo-2023.
Manje, ikakhulukazi emakethe yaseChina, sizoqhubeka nokuhola kwethu ngokushayela kahle ukukhula okunemikhiqizo emisha engxenyeni ephakathi nendawo, ukugxila ekusebenzeni kahle komsebenzisi ukwenza kahle i-ROI kanye nokuthengisa ukusebenza kahle. Okufanayo - izitolo ezingama-3000 + ze-franchise. Ngokuya ngemikhiqizo, kusukela kwikota yesibili yalo nyaka, sinezinhlelo zemikhiqizo eminingana ebalulekile eChina. Le migqa yomkhiqizo izogxila ekusebenzeni okuphezulu kwe-NIU nochungechunge lwe-GOVA, kusuka ekusebenzeni okuphezulu kwezithuthuthu ezinjengezithuthuthu kuya ekupheleni okuphezulu namabhayisekili aseChinese ephakathi nendawo, ama-SV ethu. [Phonetic] amabhethri e-lithium amabhethri e-graphite acid acid. Siqale ukuthuthukisa le mikhiqizo ngo-2022 futhi bazodedelwa ngohlelo kwikota yesibili ka-2023.
Manje, eqhutshwa ngumnikelo womkhiqizo oyingqayizivele futhi ohlukanisiwe, siyaqhubeka nokugxila ekwenzeni ama-maverick aholele ekuhambeni kwe-Urban Mobility Lifestyle Brand, inkampani edlula ngale kwemikhiqizo yethu. Ngaphezu komkhiqizo wethu wezentengiso kanye namasu wokukhangisa we-Center-Centric, sihlela nokwandisa uhlelo lwethu lokuhlanganisa uphawu ngemikhiqizo enesivinini sokuphila esifanayo. Ngo-2022, saqala ngempumelelo ukubambisana nemikhiqizo yokuphila ehamba phambili emhlabeni efana ne-rawer nodizili kanye nemikhiqizo ehlanganisiwe nomlingani ngamunye, futhi sihlela ukuqhubeka nale modeli ephumelelayo ngo-2023.
Manje, ngokwemibandela yokuthengisa, sethule izindlela zokuthuthukisa ukuthengisa okuyisitolo okukodwa kwikota yesine ka-2022, futhi sibheke izitolo zezitini nodaka njengezinto ezibalulekile zemibukiso yokushayela, ukushayela kwe-test, nangemva kokuthengisa. Sisekela izitolo ezingaxhunyiwe ku-inthanethi ezinakho okuholela ezi-inthanethi. Ngale ndlela ye-O2O, siyakwazi ukunikeza abasebenzisi bethu ngokuthengisa okungcono kwangaphambi kokuthengisa nangemva kokuthengisa futhi bandise ukuthengisa ezitolo zethu ezithengiswayo.
Siphinde saqala iphrojekthi yokuqondisa futhi silinganise izakhiwo zesitolo kanye nezinto zokuthengisa zesitolo ngasinye ukuze sakhe isithombe esiphakeme esiphakeme kakhulu. Ngaphezu kwalokho, sinohlelo lwedijithali lokusiza izitolo zikhombisa imikhiqizo yazo futhi zakha amapulatifomu, okuholela ekukhulisweni kwethrafikhi kanye namanani wokuguqula angaba khona. Lezi zinhlelo zizosiza izitolo ezingaphezu kuka-3,000 ukuzuza ukukhula kwezinga lesitolo esimeme.
Manje, maqondana nezimakethe zamazwe omhlaba, sizoqhubeka nokugxila esimweni sethu sokuhlukahluka ngokuya ngephothifoliyo lomkhiqizo kanye nokunwetshwa kwendawo. Le mizamo yokuhlukahluka kule minyaka emibili edlule izoqala ukufaka isandla kakhulu ekukhuleni kwemali engenayo kanye nokuhola. Okokuqala, esigabeni sokunyakaza okuncane, 2022 kuzoba nezinga eliphakeme lokukhula, futhi ukuthengisa ngo-2022 kuzokwanda cishe izikhathi eziyi-7. Ngo-2022, sizoqhubeka nokukhulisa izingxenye ezincane, sakha iphothifoliyo yomkhiqizo ophelele, futhi sisungule iziteshi zokuthengisa nabalingani bezitolo ezithengiswayo njenge-Best Thenga ne-MediaPRICT, online. Ngo-2022, sihlela ukuvuselela ngokuqhubekayo umugqa womkhiqizo wethu weScooter ukwandisa uhla lwemikhiqizo yabasebenzisi bethu.
Manje, ngaphezu kwama-scooters, sisanda kwethulwa ngokusemthethweni nge-BQI C3 e-bike yokuqala eMakethe yase-US ngoMashi 2023. I-BQI C3 yi-ebike yebhethri emibili enamabhethri amabili angavundiswayo anamamayela angaphezu kwama-90. Manje njengoba sakhe inethiwekhi yokuthengisa eqinile ngonyaka owedlule, i-BQI C3 izothengiswa ezitolo ezingaphezu kwe-100 zokuthenga ezingcono kakhulu e-US naku-inthanethi, nezinhlelo zokuyithengisa eCanada esikhathini esizayo esiseduze.
Manje, njengoba siqala ukutshala imali emakethe ye-micromobility kusuka ngo-2020, siyaqiniseka ukuthi lezi zisekelo zibekwe eminyakeni emithathu edlule ngokwesigaba sokwakha umkhiqizo, ukuhlanganiswa komkhiqizo kanye nokwenza umnikelo obalulekile kwimali engenayo futhi inzuzo.
Manje, esigabeni se-Wheeller Cooler, sine-ballback ngenxa yokuvalwa kwemakethe yokwabelana ngo-2022. Silindele ukuthi sibuyele endleleni yokukhula ngokushesha ngo-2023 ngokunwetshwa komkhiqizo. Ngokuya ngemikhiqizo, sihlela ukwethula yonke imikhiqizo emisha yokusebenza kahle efana ne-RCI enamasondo kagesi kagesi ukuncintisana ekuhlinzekweni kwama-wheellers amabili kagesi futhi uhlangane nesidingo esihlanganyelwe eYurophu.
Mayelana nokunwetshwa kwendawo e-Southeast Asia, ukuze kwakhiwe ekukhuleni okutholakale ngo-2022, sihlela ukwethula imikhiqizo nezisombululo ezisekela abaqhubi abaningana abase-Indonesia naseThailand. Lezi zivivinyo sezisivele ziqhubeka futhi silindele ukuthi ekugcineni zizosinika ukufinyelela emakethe yaseningizimu mpumalanga ye-Asia, lapho kuthengiswa khona izithuthuthu ezingaphezu kwezigidi ezingama-20 ngonyaka.
Manje njengoba sisebenzisa la masu okukhula amamaki e-China nezimakethe zamazwe omhlaba, silindele ukuthi ukuthengiswa kwethu okuphelele kukhule kube ngamayunithi ayizigidi eziyi-1-1,2 ngo-2023, up 20-45% kusuka ngo-2022.
Ngiyabonga master yang futhi sawubona wonke umuntu. Uyacelwa ukuthi uqaphele ukuthi ukukhishwa kwethu kwabezindaba kuqukethe yonke imininingwane nokuqhathaniswa ongakudinga, futhi siphinde silayishe imininingwane ngefomethi ye-Excel kwiwebhusayithi yethu ye-IR ye-IR yewebhusayithi yethumba. Lapho ngibukeza imiphumela yethu yezezimali, ngaphandle kokuthi kuphawulwe ngenye indlela, sibheka izibalo zekota yesine futhi zonke izibalo zemali ziku-RMB ngaphandle kokuthi kukhonjiswe ngenye indlela.
Njengoba i-yang gang ithe, sizobhekana nezinselelo eziningi ngo-2022. Ukuthengisa okuphelele kwikota yesine kwakukhona amayunithi angama-138,000, phansi ama-42% avela esikhathini esifanayo ngonyaka owedlule. Ikakhulu, izimoto eziyi-118,000 zathengiswa emakethe yaseChina, kuyilapho izimoto ezingama-20,000 zithengiswa ezimakethe zaphesheya kwezilwandle. Ezimakethe zaphesheya kwezilwandle, sikwazile ukulondoloza ukukhula kweminyaka engu-15% ngonyaka ku-Scooter ukuthengiswa amayunithi ayi-17,000.
Ingqikithi yokuthengisa ngo-2022 izoba izimoto ezingama-832,000, kufaka phakathi izimoto ezingama-711,000 emakethe yaseChina nezimoto eziyi-121,000 ezindaweni ezimakethe zaphesheya. Ngenkathi ukuthengiswa okuphelele emakethe yaseChina kwawa 28% unyaka nonyaka, uchungechunge lwe-NIU noGova Premium luhlanganiswe kuphela nge-10%. Ama-Momerem Wokukhula ezimakethe zaphesheya kwezilwandle anamandla, ukuthengiswa kwe-scooter okusebenzayo kukhuphuke amayunithi angama-102,000, futhi ukuthengiswa okuthe xaxa kukagesi kwawa cishe ngama-45%, ikakhulukazi ngenxa yokuqedwa kwama-oda we- [Calf Cals aphawule.
Imali etholwa ngekota yesine yayingu-yuan wezigidi ezingama-612, ezansi 38% kusukela ngonyaka owedlule. Ukwephula imvula ye-scooter ngesikhundla, imali engenayo yeScooter emakethe yaseChina yayingama-yuan angama-447 izigidi ezingama-yuan, ama-35% ngaphansi kwalapho saqala ngecebo lethu lokuvuselela ama-premium kanye naphakathi kwamazinga. U-Gova we-Launch Shungechunge uthelwe ngo-5% nje wokuthengisa kwasekhaya kwikota yesine. Ngenxa yalokhu, intengo yokuthengisa esezingeni eliphakathi emakethe yaseChina yanda ngo-378,314 Yuan [izwi] unyaka nonyaka. Imali engenayo evela kuma-scooters aphesheya, kufaka phakathi ama-scooters, ama-mopeds kagesi kanye nezithuthuthu zikagesi, kwakungama-yuan angama-87. Intengo evamile yokuthengisa ye-hybrid scooters ezindaweni ezimakethe zaphesheya kwakungama-4,300 yuan, phansi ikota kusuka ngonyaka owedlule ngenxa yengxenye ephezulu yokuthengisa kweScooter kodwa i-ASP ephansi. Kodwa-ke, intengo evamile yokuthengisa yama-scooter inyuke ngonyaka ongaphezu kuka-50% ngonyaka kanye ne-10% ikota ngekota ngenxa yengxenye ephezulu yezindawo eziphakeme ze-K3 ne- $ 900.
Izesekeli, izingxenye kanye nemali engenayo yezinsizakalo zazingu-yuan ayizigidi ezingama-79, ezansi ezingama-31% ngenxa yokuthengiswa kwebhethri okuphansi kusuka kuma-Overseas Mobile Wabelana Abasebenza. Kuwo wonke ama-2022, ukuthengisa okuphelele - Imali Ephelele Falle Fell 14.5% kuye ku-3.2 billion yuan. Imali engenayo yeScooter eChina ephelele yawa ngo-19% unyaka owodwa. Izimpahla eziphakathi nendawo eziphakeme zawa nge-6% kuphela. I-International Scooters - Imali engenayo ye-International Scooters ikhuphuke ngo-15% kuya ku-494 million yuan. Inani eliphelele lamazwe omhlaba kufaka ama-scooters, izesekeli, izingxenye nezinsizakalo ezibalwe ngo-18,5% wemali ephelele ngenxa yokukhula ngokushesha kwama-scooters.
Ake sibheke inani lokuthengisa elijwayelekile ku-2022. Intengo yokuthengisa evamile yama-scooters yayingu-3,432 vs. 3,134, up 9.5%. Ama-Scooters asekhaya angama-3322 ama-Scooters, ukukhula okungu-12%, uhhafu wawo kungenxa yenhlanganisela engcono kakhulu yemikhiqizo ye-premium, kanti okunye kungenxa yokwanda kwentengo. Intengo evamile yokuthengisa yamazwe omhlaba ye-Hybrid Scooters yayingu-4,079 vs. 6,597, ngaphansi konyaka odlule, njengoba ingxenye yezithuthukisi ikhule ngezikhathi eziyi-17 kanye nama-vooters akhuphuke ngo-17% no-13%, ngokulandelana. %.
I-margin yenzuzo enkulu ngekota yesine yayingu-22.5%, amaphesenti angu-0,1 wamaphesenti unyaka ngonyaka nangaphezulu ngamaphesenti angama-0.4% kwikota edlule. Inzuzo enkulu yayingu-21.1% wonyaka ophele ngoDisemba 31, 2022, kuqhathaniswa nama-21.9% unyaka. Ukuhlanganiswa komkhiqizo okwenziwe ngcono eChina kukhulisa ama-margin amaphesenti ayi-1,2, kuyilapho izindleko zebhethri eziphakeme kanye nokwabelana okuphezulu kokuthengiswa kweScooter kunciphise amaphesenti ama-2 ngamaphesenti ama-2. Ikakhulu, inzuzo enkulu emakethe yaseChina inyuke ngamaphesenti ayi-1,5.
Isikhathi sePosi: Mar-23-2023
