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国产两轮电动车出海:洗牌、压力和难关

guoneimaibudongdexiaodianlv,zaihaiwai“shafengle”?

wen | tanglangguancha qingyue

lianglundiandongche,zaihaiwai“shafeng”le。

zaixiaohongshudengshejiaomeitipingtaishang,yuelaiyueduodehaiwaiyonghufenfenshaichuzijizainiuyue、lundundengdi,ouyuwaiguorenqichengdiandongchedehuamian,bingjingyadibiaoshi,fangfoshunjianchuanyuehuileguoneijietou。

genglingrenyixiangbudaodeshi,zheixiefengmihaiwai“xiaodianlv”zhong,youbushaodoushizhongguozhizao。zhongguodianlv,qiaowushengxidezaiguojishichangshachuleyitiaoxuelu。

两轮电动车厂商集体“下海”

jinnian1—7yue,woguolianglundiandongchedechukouedadaole206.3yiyuan,tongbizengzhangchao9%,zhongguoyijingchengweiquanqiulianglundiandongchechanyezuidadechukouguo、zhizaoguohexiaofeiguo。

bujuhaiwaishichangdeguochanlianglundiandongchechangshangzhong,dazhikeyifenweiyiyadi、aima、tailing、xinriweidaibiaodechuantongpinpai,yixiaoniudiandong、jiuhaogongsiweidaibiaodexinruipinpai,yijixuanburujue-bikededajiang,hezaihaiwaibujugongxiangdiandongchedehaluoweidaibiaodekuajiewanjia。

zheixiepinpaifenfen“xiahai”,xuanzezaihaiwaikaijiangkuotu,zuizhuyaodeyuanyinshi“jiuhuanxin”hongliqiyiguo,guoneishichangyijingchongfenbaohele。

2019nian4yue15ri,《diandongzixingcheanquanjishuguifan(gb17761-2018)》zhengshishishi,yaoqiudiandongchebixudaitaban,erqiezhengche、diandongjijichongdianqichazuoshangyebixuyaodaiyou3cbiaozhi,bingduichesujinxing25gongliyixiadexianzhi。

duichanpincanshuheguanlizizhizuochuyangeguidingdexinguobiaoshishihou,xiangguanweiguidiandongchejiangbeijinzhishanglu,fouzehuijiyufakuanjikouchedengchufa,zheiyedaozhihendayibufenxiaopinpaiyijibuheguidezapaibeitaotaichuju,eryadi、aimadenglaopinpaihexiaoniu、jiuhaodengzaochexinshilizepingjieguimoyoushihejishuchuangxinnenglixunsujueqi。

ke“hongliqi”zongyoujieshudeyitian,2022nian,suizhedabufenlaokuanlianglundiandongcheluxubeihuanxin,xinguobiaotihuanxuqiuyiwancheng80%duo,shichangxuqiuzaijianruo。

juairuizixundeyanjiushujuxianshi,2023nianzhongguolianglundiandongchedexiaoliangyuewei5500wanliang,xiangbiqianyinianyousuoxiajiang。huachuangzhengquanyeyuce,weilai3nianxingyexiaoliangfuhezengsujiangyou2019-2022niande18%xiajiangzhi5%-10%。

zheiyiqushizhijieyingxiangleguochanlianglundiandongcheqiyedeyejibiaoxian,congzuixindeyejibaogaolaikan,aimakejizai7-9yueqijianshixianyingshou68.73yiyuan,tongbixiajiang5.05%;guimujinglirunwei6.03yiyuan,tongbijianshao9.02%。

laopaiwanjiaaimadisanjiduyingshou、lirunshuangjiang,zuowei“jiuhuanxin”dezuidashouyizhe,shichangfenezuigaodeyadiriziyebuhaoguo。

genjupilude2024nianzhongbao,yadikonggushangbannianshixianshouru144.14yiyuan,tongbixiahua15.4%;shixiangongsigudongyingzhanlirun10.34yiyuan,tongbixiahua12.9%。

zheikeshi2020nianyilai,yadikonggubannianduyejishoucichuxiantongbixiahua。xiaoliangtuipo、yejichache,miandui“xiaotiao”deguoneishichang,yenanguaiguochanlianglundiandongchegongsihuixuanzejiti“xiahai”。

shishishang,zaihaiwaishichangxunzhaoxinzengliang,duiyuguochanlianglundiandongchechangshangeryan,queshishiyigekanbixinguobiaochutaidejihui。

yifangmian,juhaiwaiyanjiujigoumrfrbaogaoshuju,dao2030nianquanqiulianglundiandongcheshichangguimojiangchaoguo1000yimeiyuan,2022niandao2030nianquanqiulianglundiandongcheshichangdenianfuhezengzhanglvjiangwei34.57%。

shentoulvxiangduijiaodi,qieshichangguimojuda,haiwailianglundiandongcheshichangxianranshiyigeweijingwajuede“fukuang”。

lingyifangmian,tanjianpaichengweiquanqiugongshi,duoguoxiangjitongguobutiefangshigulijuminconggoumaiqichezhuanxianggoumailianglundiandongche。

2023nian3yue,meiguozhengfuzhongxintijiaoe-bike actfaan,niweigoumailianglundiandongchetigongxinchegoumaijiage30%deshuishoudimian;8yue,faguozhengfuzengjiaduiyiqiyouchehuanqudiandongzixingchedebutieguimozhimeiren4000ouyuan。

dongnanyaguojiayeyoutichuxiangguanzhengcebutie,yinnihetaiguojuedingzijinnianqiduimeiliangdiandongmotuochetigongzheherenminbi3000yuanyishangdebutie,feilvbintichuzijinnianqideweilaiwunianjiyudiandongmotuoche、diandonglianglunchejiqilingbujianjinkouguanshuijianmian......

raner,jinguanhaiwaishichangkansishiyizuodaiwajuede“jinkuang”,danguochanlianglundiandongchepinpaiyaoxiangzaizheipianlanhaizhongercijueqi,rengxukefuzhongzhongtiaozhan。

难靠海外市场渡“难关”

zaiguoneilianglundiandongcheshichangzaoyushousuoyuzengsufanghuanzhiji,haiwaishichangquezhanxianchulepengbodezengzhangtaishi,chuhaizhanlveyiqiaoranzhuanbianweiguoneilianglundiandongchezhizaoshangdeyimen“bixiuke”。

raner,yaozaizheitiaolushangwenjianqianxingbingchenggong“jieye”,haixukuayuesanda“dashan”。

shouyaonantizaiyu,lianglundiandongchechanpingaoduyilaixianxiatiyanyufuwuwangluo。

jinguanpinpainengtongguoxianshangyingxiaoxiyingukebingcuchengjiaoyi,danzaichexingxuanze、tichefuwu、houxubaoyangjiweixiudenghexinhuanjie,xianxiaqudaorengbanyanzhebuketidaidejiaose。

keshihaiwaishichangdemendianyunyingchengben,baokuofangzu、renlijicangchufeiyong,xiangjiaoyuguoneishichangxianzhuzengjia。

jinguanxiaoniudiandong、jiuhaodengpinpaiyijinzhuyamaxun、ebaydengguojidianshangpingtai,shitutuokuanxiaoshouqudao,danduoshuxiaofeizherengpianhaoqinshentiyanhouzaizuojueding,xianxiamendianrengshichudamubiaokequndeguanjianqiaoliang。

yinci,ruhezaikongzhihaiwaimendianchengbendetongshi,youxiaozhenghexianshangxianxiaziyuan,chengweidangqianguochanlianglundiandongchechangshangjixupojiedenantizhiyi。

qici,quanqiugequyushichangduilianglundiandongchedexuqiuchengxianduoyuanhuatezheng。oumeishichangpianaijianjudaibuyuxiuxiangongnengdezhonggaodangdiandongmotuochehedianzhulizixingche;dongnanyashichangzecezhongyuxingjiabi,yizhongdiduanqingbianchexingweizhudao;ernanmeiguojiayindixingfuza,dagonglvdiandongmotuochegengshouhuanying......

mianduizheixiewenhuachayi,lianglundiandongchepinpaixuliyongzhinenghuajishuzhongxinsuzaochanpinxian,weibutongdiqutigongdingzhihuafuwu,fangnengzaiguojihuadaolushangwenbuqianxing。

zuihou,guonei“neijuan”yanzhong,danhaiwaishichangdejingzhengtongyangjilie。

bujinlaiziguoneidechuantongpinpai、xinruipinpai、kuajiewanjiagejuyoushi,haiyoubushaohaiwaishiliyekaishixiachangzhengduo“dangao”。

qunian1yue,haleiceoduiwaixuanbuzhenggepinpaijiangyaozouxiangdiandonghua,bentianfabuquanxinlianglundiandongpinpai“honda e:”,meiguodeqichejutoufuteyeyudiandongpinpain+hezuotuichuleliangkuanquanxindiandongzixingchebroncoyumustang,qizhongbroncohaihenshiheqiqudixingdeyueyeqixing。

jianyulianglundiandongchejishumenjianxiangduijiaodiqieyingyongchangjingyouxian,tongzhihuaxianxiangyanzhong,bushaopinpaizhuaneryazhugaoduanshichang,yiqidapojiangju。

zuijinjinian,yadituichugaoduanzipinpaivflyxilie,shoujiacong6999yuandao19800yuanbudeng。aimayetuichuqigaoduanzipinpaixiaopadiandong,zhudadeshichengshigaoduanbailingqunti,rumenjidehuolibandingjiawei4999yuan,erzunguibandingjiadadaowei9999yuan。

chanpindingjiagaoang,zhizaixiyingaoduanxiaofeiqunti,raner,gaoduanshichangzhanlvesuinengtishenglirunkongjian,danyekenengjiazhongqiyefudan,qieshichangjieshouducunyi。

yixiaoniudiandongweili,bujingaochezaidaping、zhinengjiaohudezhinenghuachuangxin,haizhuiqiudingjidelingbujianpeitao,dianchidouyongdetesiladetongkuansongxia。

qisuizaizhinenghuajilingbujianpeizhishangbuyiyuli,queweinengyouxiaozhuanhuaweiyingli,congzhongqibaogaolaikan,fengkuangjuanpeizhidexiaoniudiandong,jinglirunquewei-7971.61wanyuan,jiaoquniantongqikuisunzengjiachaoguo1700wanyuan。

kuangqie,zhinenghuajingzhengyeriqujilie,rujinappqidong、gpsdingwei、quantianhoucheliangjiankong、otaxitongdengpeizhi,jihuyijingchengweileguochanlianglundiandongchedebiaopei,xiangyaolakaichaju,gedachangshanghuoxuhaixudazaochuzhinenghuagenggao、pinzhigengyoudelianglundiandongchechanpin,zengqiangchanpinjingzhengli,jinertishengqiyejingzhengli。

zongeryanzhi,qijiayuzhengcededongfengdeguochanlianglundiandongchechangshangmenyijingjitijinrule“qiubianqi”,zhudongxunqiupojudeliren,chuhaichengweixingyexipaideguanjianzhanchang。duiyuyizaoyuyejiyuguzhishuangzhongdajidexingyelongtoueryan,ruonengbawojiyu,shixianercifeiyue,huoxunengchuanyuehandong,yinglaixindechuntian。

 
本文为转载内容,授权事宜请联系原著作权人。

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国产两轮电动车出海:洗牌、压力和难关

guoneimaibudongdexiaodianlv,zaihaiwai“shafengle”?

wen | tanglangguancha qingyue

lianglundiandongche,zaihaiwai“shafeng”le。

zaixiaohongshudengshejiaomeitipingtaishang,yuelaiyueduodehaiwaiyonghufenfenshaichuzijizainiuyue、lundundengdi,ouyuwaiguorenqichengdiandongchedehuamian,bingjingyadibiaoshi,fangfoshunjianchuanyuehuileguoneijietou。

genglingrenyixiangbudaodeshi,zheixiefengmihaiwai“xiaodianlv”zhong,youbushaodoushizhongguozhizao。zhongguodianlv,qiaowushengxidezaiguojishichangshachuleyitiaoxuelu。

两轮电动车厂商集体“下海”

jinnian1—7yue,woguolianglundiandongchedechukouedadaole206.3yiyuan,tongbizengzhangchao9%,zhongguoyijingchengweiquanqiulianglundiandongchechanyezuidadechukouguo、zhizaoguohexiaofeiguo。

bujuhaiwaishichangdeguochanlianglundiandongchechangshangzhong,dazhikeyifenweiyiyadi、aima、tailing、xinriweidaibiaodechuantongpinpai,yixiaoniudiandong、jiuhaogongsiweidaibiaodexinruipinpai,yijixuanburujue-bikededajiang,hezaihaiwaibujugongxiangdiandongchedehaluoweidaibiaodekuajiewanjia。

zheixiepinpaifenfen“xiahai”,xuanzezaihaiwaikaijiangkuotu,zuizhuyaodeyuanyinshi“jiuhuanxin”hongliqiyiguo,guoneishichangyijingchongfenbaohele。

2019nian4yue15ri,《diandongzixingcheanquanjishuguifan(gb17761-2018)》zhengshishishi,yaoqiudiandongchebixudaitaban,erqiezhengche、diandongjijichongdianqichazuoshangyebixuyaodaiyou3cbiaozhi,bingduichesujinxing25gongliyixiadexianzhi。

duichanpincanshuheguanlizizhizuochuyangeguidingdexinguobiaoshishihou,xiangguanweiguidiandongchejiangbeijinzhishanglu,fouzehuijiyufakuanjikouchedengchufa,zheiyedaozhihendayibufenxiaopinpaiyijibuheguidezapaibeitaotaichuju,eryadi、aimadenglaopinpaihexiaoniu、jiuhaodengzaochexinshilizepingjieguimoyoushihejishuchuangxinnenglixunsujueqi。

ke“hongliqi”zongyoujieshudeyitian,2022nian,suizhedabufenlaokuanlianglundiandongcheluxubeihuanxin,xinguobiaotihuanxuqiuyiwancheng80%duo,shichangxuqiuzaijianruo。

juairuizixundeyanjiushujuxianshi,2023nianzhongguolianglundiandongchedexiaoliangyuewei5500wanliang,xiangbiqianyinianyousuoxiajiang。huachuangzhengquanyeyuce,weilai3nianxingyexiaoliangfuhezengsujiangyou2019-2022niande18%xiajiangzhi5%-10%。

zheiyiqushizhijieyingxiangleguochanlianglundiandongcheqiyedeyejibiaoxian,congzuixindeyejibaogaolaikan,aimakejizai7-9yueqijianshixianyingshou68.73yiyuan,tongbixiajiang5.05%;guimujinglirunwei6.03yiyuan,tongbijianshao9.02%。

laopaiwanjiaaimadisanjiduyingshou、lirunshuangjiang,zuowei“jiuhuanxin”dezuidashouyizhe,shichangfenezuigaodeyadiriziyebuhaoguo。

genjupilude2024nianzhongbao,yadikonggushangbannianshixianshouru144.14yiyuan,tongbixiahua15.4%;shixiangongsigudongyingzhanlirun10.34yiyuan,tongbixiahua12.9%。

zheikeshi2020nianyilai,yadikonggubannianduyejishoucichuxiantongbixiahua。xiaoliangtuipo、yejichache,miandui“xiaotiao”deguoneishichang,yenanguaiguochanlianglundiandongchegongsihuixuanzejiti“xiahai”。

shishishang,zaihaiwaishichangxunzhaoxinzengliang,duiyuguochanlianglundiandongchechangshangeryan,queshishiyigekanbixinguobiaochutaidejihui。

yifangmian,juhaiwaiyanjiujigoumrfrbaogaoshuju,dao2030nianquanqiulianglundiandongcheshichangguimojiangchaoguo1000yimeiyuan,2022niandao2030nianquanqiulianglundiandongcheshichangdenianfuhezengzhanglvjiangwei34.57%。

shentoulvxiangduijiaodi,qieshichangguimojuda,haiwailianglundiandongcheshichangxianranshiyigeweijingwajuede“fukuang”。

lingyifangmian,tanjianpaichengweiquanqiugongshi,duoguoxiangjitongguobutiefangshigulijuminconggoumaiqichezhuanxianggoumailianglundiandongche。

2023nian3yue,meiguozhengfuzhongxintijiaoe-bike actfaan,niweigoumailianglundiandongchetigongxinchegoumaijiage30%deshuishoudimian;8yue,faguozhengfuzengjiaduiyiqiyouchehuanqudiandongzixingchedebutieguimozhimeiren4000ouyuan。

dongnanyaguojiayeyoutichuxiangguanzhengcebutie,yinnihetaiguojuedingzijinnianqiduimeiliangdiandongmotuochetigongzheherenminbi3000yuanyishangdebutie,feilvbintichuzijinnianqideweilaiwunianjiyudiandongmotuoche、diandonglianglunchejiqilingbujianjinkouguanshuijianmian......

raner,jinguanhaiwaishichangkansishiyizuodaiwajuede“jinkuang”,danguochanlianglundiandongchepinpaiyaoxiangzaizheipianlanhaizhongercijueqi,rengxukefuzhongzhongtiaozhan。

难靠海外市场渡“难关”

zaiguoneilianglundiandongcheshichangzaoyushousuoyuzengsufanghuanzhiji,haiwaishichangquezhanxianchulepengbodezengzhangtaishi,chuhaizhanlveyiqiaoranzhuanbianweiguoneilianglundiandongchezhizaoshangdeyimen“bixiuke”。

raner,yaozaizheitiaolushangwenjianqianxingbingchenggong“jieye”,haixukuayuesanda“dashan”。

shouyaonantizaiyu,lianglundiandongchechanpingaoduyilaixianxiatiyanyufuwuwangluo。

jinguanpinpainengtongguoxianshangyingxiaoxiyingukebingcuchengjiaoyi,danzaichexingxuanze、tichefuwu、houxubaoyangjiweixiudenghexinhuanjie,xianxiaqudaorengbanyanzhebuketidaidejiaose。

keshihaiwaishichangdemendianyunyingchengben,baokuofangzu、renlijicangchufeiyong,xiangjiaoyuguoneishichangxianzhuzengjia。

jinguanxiaoniudiandong、jiuhaodengpinpaiyijinzhuyamaxun、ebaydengguojidianshangpingtai,shitutuokuanxiaoshouqudao,danduoshuxiaofeizherengpianhaoqinshentiyanhouzaizuojueding,xianxiamendianrengshichudamubiaokequndeguanjianqiaoliang。

yinci,ruhezaikongzhihaiwaimendianchengbendetongshi,youxiaozhenghexianshangxianxiaziyuan,chengweidangqianguochanlianglundiandongchechangshangjixupojiedenantizhiyi。

qici,quanqiugequyushichangduilianglundiandongchedexuqiuchengxianduoyuanhuatezheng。oumeishichangpianaijianjudaibuyuxiuxiangongnengdezhonggaodangdiandongmotuochehedianzhulizixingche;dongnanyashichangzecezhongyuxingjiabi,yizhongdiduanqingbianchexingweizhudao;ernanmeiguojiayindixingfuza,dagonglvdiandongmotuochegengshouhuanying......

mianduizheixiewenhuachayi,lianglundiandongchepinpaixuliyongzhinenghuajishuzhongxinsuzaochanpinxian,weibutongdiqutigongdingzhihuafuwu,fangnengzaiguojihuadaolushangwenbuqianxing。

zuihou,guonei“neijuan”yanzhong,danhaiwaishichangdejingzhengtongyangjilie。

bujinlaiziguoneidechuantongpinpai、xinruipinpai、kuajiewanjiagejuyoushi,haiyoubushaohaiwaishiliyekaishixiachangzhengduo“dangao”。

qunian1yue,haleiceoduiwaixuanbuzhenggepinpaijiangyaozouxiangdiandonghua,bentianfabuquanxinlianglundiandongpinpai“honda e:”,meiguodeqichejutoufuteyeyudiandongpinpain+hezuotuichuleliangkuanquanxindiandongzixingchebroncoyumustang,qizhongbroncohaihenshiheqiqudixingdeyueyeqixing。

jianyulianglundiandongchejishumenjianxiangduijiaodiqieyingyongchangjingyouxian,tongzhihuaxianxiangyanzhong,bushaopinpaizhuaneryazhugaoduanshichang,yiqidapojiangju。

zuijinjinian,yadituichugaoduanzipinpaivflyxilie,shoujiacong6999yuandao19800yuanbudeng。aimayetuichuqigaoduanzipinpaixiaopadiandong,zhudadeshichengshigaoduanbailingqunti,rumenjidehuolibandingjiawei4999yuan,erzunguibandingjiadadaowei9999yuan。

chanpindingjiagaoang,zhizaixiyingaoduanxiaofeiqunti,raner,gaoduanshichangzhanlvesuinengtishenglirunkongjian,danyekenengjiazhongqiyefudan,qieshichangjieshouducunyi。

yixiaoniudiandongweili,bujingaochezaidaping、zhinengjiaohudezhinenghuachuangxin,haizhuiqiudingjidelingbujianpeitao,dianchidouyongdetesiladetongkuansongxia。

qisuizaizhinenghuajilingbujianpeizhishangbuyiyuli,queweinengyouxiaozhuanhuaweiyingli,congzhongqibaogaolaikan,fengkuangjuanpeizhidexiaoniudiandong,jinglirunquewei-7971.61wanyuan,jiaoquniantongqikuisunzengjiachaoguo1700wanyuan。

kuangqie,zhinenghuajingzhengyeriqujilie,rujinappqidong、gpsdingwei、quantianhoucheliangjiankong、otaxitongdengpeizhi,jihuyijingchengweileguochanlianglundiandongchedebiaopei,xiangyaolakaichaju,gedachangshanghuoxuhaixudazaochuzhinenghuagenggao、pinzhigengyoudelianglundiandongchechanpin,zengqiangchanpinjingzhengli,jinertishengqiyejingzhengli。

zongeryanzhi,qijiayuzhengcededongfengdeguochanlianglundiandongchechangshangmenyijingjitijinrule“qiubianqi”,zhudongxunqiupojudeliren,chuhaichengweixingyexipaideguanjianzhanchang。duiyuyizaoyuyejiyuguzhishuangzhongdajidexingyelongtoueryan,ruonengbawojiyu,shixianercifeiyue,huoxunengchuanyuehandong,yinglaixindechuntian。

 
本文为转载内容,授权事宜请联系原著作权人。