Masana abwino ndipo zikomo chifukwa cha thandizo lanu.Takulandilani ku foni ya Mavericks '2022 Q4.[Malangizo kwa Ogwiritsa Ntchito] Chonde dziwani kuti msonkhano wamasiku ano ukujambulidwa.
Ndikufuna kupatsa msonkhanowu kwa wokamba nkhani wamasiku ano, Wendy Zhao, Senior Investor Relations Manager ku Maverick Technology.chonde pitilizani.
Zikomo wothandizira.Moni nonse.Takulandilani kumsonkhano wamasiku ano kuti mukambirane zotsatira za Niu Technologies 'Q4 2022.Zolemba zopeza, zowonetsera kampani ndi tebulo lazachuma zimayikidwa patsamba lathu la Investor Relations.Kuyimba kwamsonkhanowo kukuwulutsidwanso patsamba lazamalonda lamakampani, ndipo zojambulira za kuyimba kwa msonkhano zipezeka posachedwa.
Chonde dziwani kuti zokambirana zamasiku ano zidzakhala ndi ziganizo zoyang'ana kutsogolo zomwe zimaperekedwa motsatira malamulo otetezeka a doko la US Private Securities Litigation Reform Act of 1995. Mawu oyang'ana kutsogolo akuphatikizapo zoopsa, kusatsimikizika, malingaliro ndi zina.Zotsatira zenizeni za kampaniyo zitha kusiyana ndi zomwe zalengezedwa masiku ano.Zambiri pazachiwopsezo zikuphatikizidwa muzolemba zapagulu zakampani ndi Securities and Exchange Commission.Kampani sichita chikakamizo chosinthira zidziwitso zamtsogolo, kupatula monga momwe lamulo limafunira.
Kutulutsa kwathu atolankhani a P&L komanso kuyimba kumeneku kukuphatikizanso kukambirana zazachuma zomwe si za GAAP.Kutulutsa kwa atolankhani kuli ndi matanthauzidwe azachuma omwe si a GAAP komanso kuyanjanitsa kwa GAAP ku zotsatira zandalama zomwe si za GAAP.
Lero, Dr. Li Yan, Chief Executive Officer wathu, ndi Mayi Fion Zhou, Chief Financial Officer wathu, adalumikizana nane pafoni.Tsopano ndiroleni ine ndipereke zovuta kwa Jan.
Zikomo nonse chifukwa cholowa nawo kumsonkhano wathu lero.Mu gawo lachinayi la 2022, malonda onse anali mayunitsi 138,279, kutsika ndi 41.9% kuchokera chaka chatha.Makamaka, malonda pamsika waku China adatsika ndi 42.5% pachaka mpaka pafupifupi mayunitsi 118,000.Zogulitsa m'misika yakunja zidatsika 38.7% mpaka 20,000 mayunitsi.
Ndalama zonse za gawo lachinayi zinali 612 miliyoni yuan, kutsika ndi 38% kuchokera chaka chatha.Chotsatirachi chikutha chaka chonse chandalama cha 2022, chaka choyesa kwambiri kwa ife.Zogulitsa zonse zinali mayunitsi 831,000, kutsika ndi 19.8% kuyambira chaka chatha.Ndalama zonse zapachaka zinali 3.17 biliyoni, kutsika ndi 14.5%.
Tsopano, makamaka bizinesi yathu pamsika waku China, ikuyang'anizana ndi chimphepo chakukayikitsa komwe kumabwera chifukwa cha kuchira kwa COVID komanso kukwera kwamitengo ya batri ya Li-ion kuyambira gawo lachiwiri la 2022. Kugulitsa konse pamsika waku China kudatsika ndi 28% chaka ndi chaka mpaka kuzungulira. 710,000 magawo.Ndalama zathu zonse pamsika waku China zitsika ndi pafupifupi 19% kufika pafupifupi ma yuan 2.36 biliyoni mu 2022. Sikuti kuyambiranso kwa COVID kwasokoneza kufunikira kwa msika, komanso kukhazikitsidwa kwazinthu zingapo zazikuluzikulu kwachedwetsedwanso chifukwa chakutsekedwa kwa mwezi umodzi ku Shanghai.Malo athu a R&D ali mumzinda.Sitidzatha kukhazikitsa zinthu zingapo zofunika mpaka Seputembara 2022, zomwe zipangitsa kuti kugulitsa kwakukulu kuphonye.
Kuphatikiza pa kusokoneza chifukwa cha COVID, tikukumananso ndi mphepo yamkuntho chifukwa chakukwera kwamitengo ya batri ya lithiamu.Kuyambira pa Marichi 2022, mtengo wazinthu zopangira mabatire a lithiamu-ion wakwera kwambiri ndi pafupifupi 50%, ndikuchepetsa kwambiri kulowa kwamagetsi amagetsi amagetsi awiri okhala ndi mabatire a lithiamu-ion pamsika waku China.Kukwera kwamitengo kumatikhudza kwambiri chifukwa ambiri mwa ma scooters athu amagetsi amagwiritsa ntchito mabatire a lithiamu-ion.
Kuti tikhalebe ndi thanzi labwino, tidayenera kukweza mitengo ndi 7-10% ndikuwonjezera kusakaniza kwazinthu zathu kuti tiyambitse zinthu zapamwamba kwambiri kuyambira chigawo chachiwiri cha 2022. Chifukwa chake, kupatula gawo loyamba la 2022, pamene ife akwaniritsa chaka ndi chaka kukula, malonda mu gawo lachiwiri, lachitatu ndi lachinayi 2022 anali pansi 25-40% chaka ndi chaka chifukwa cha mphamvu ya lithiamu.Mitengo.
Polowa msika wathu wapadziko lonse lapansi, 2022 idakula kwambiri, ndikugulitsa 142% pachaka mpaka pafupifupi mayunitsi 121,000, ndipo ndalama za scooter zidakwera 51% chaka ndi chaka mpaka 493 miliyoni yuan.Gawo laling'ono la micromobility, makamaka ma scooters, lakhala likuyendetsa kwambiri opaleshoniyi, ndipo mayunitsi opitilira 100,000 agulitsidwa.
Komabe, malonda m'gulu lamagetsi awiri amagetsi adatsika ndi 46% ndi ma 18,000 omwe adagulitsidwa mu 2022. Kutsika kwa malonda a magetsi awiri amagetsi kunali makamaka chifukwa cha kutsekedwa kwa msika, popeza ambiri ogulitsa katundu sanapeze ndalama zowonjezera zowonjezera. .Kugwa kwa msika wamasheya kunapangitsa kuti kutsika kwa malonda a mayunitsi oposa 11,000, kuwerengera pafupifupi 70% ya kutsika kwa malonda pamsika wakunja wamagetsi wamawilo awiri.
Tsopano msika wathu wakunja, monga msika waku China, ukukumananso ndi vuto la kuthamanga kwa batri la lithiamu.Kukwera kwa mitengo ya batri ya lithiamu, kuphatikiza kuyamikira kwa yuro ndi dola, kunatikakamiza kuti tiwonjezere mitengo yathu yogulitsa ndi pafupifupi 22% pamsika waku Europe, komwe tidagulitsa kale 70% ya mabatire athu apawiri amagetsi.- wamawilo.Kukwera kwamitengo yogulitsa kwakhudza kugulitsa kwa njinga zamoto zamagetsi m'misika yogula, makamaka ku Europe.
Tsopano tikuyang'ana mmbuyo chaka chatha, kusintha kwa kayendetsedwe ka msika kwasokoneza kwambiri ntchito zathu.Ku China, kukwera mitengo kwa mabatire a lithiamu kwasintha kulowa kwa lithiamu-ion mumsika wa e-njinga ndi njinga zamoto, ndipo alowa muzinthu zathu zolowera, zomwe ndi 35% yazogulitsa zathu mu 2021, ndipo sizipikisana. kumsika.msika uwu.
Pamsika wapadziko lonse lapansi, kupatula kukwera kwa mabatire a lithiamu-ion, msika wamasheya umatseka kwenikweni ziro mpaka gawo limodzi mwa magawo atatu a malonda athu amagetsi a mawilo awiri, kapena kupitilira theka la ndalama zathu zamagetsi zamawilo awiri.Pozindikira kuti palibe kusintha kumeneku komwe kungakhale kwakanthawi, tayamba kupanga zosintha kuti tigwirizane ndi kusintha kwa msika mu 2022. Zosinthazi zimatenga nthawi ndipo zidzabweretsa zovuta zina kwakanthawi mu 2022, koma zidzatsimikizira kukhazikika kwanthawi yayitali. - kukula kwabwino.
Choyamba, pankhani ya chitukuko cha malonda mumsika waku China, tasintha cholinga cha R&D kupita ku mizere yotsika kwambiri, yomwe ndi zinthu za Mavericks ndi mizere yopangira chandamale chapamwamba.Mu 2021, tidzayang'ana kwambiri zinthu zomwe zimalowa pamsika wambiri, kugwiritsa ntchito mwayi wotsika mtengo wa mabatire a lithiamu-ion.Komabe, ngakhale zinthu zolowera izi zidathandizira kukula kwachuma kamodzi, zidakhala ndi vuto lalikulu pamlingo waukulu pambuyo pakuwonjezeka kwa mtengo wa batri la lithiamu.Kuzindikirika kwamakasitomala kowonjezera kumakhala ndi mawonekedwe amfupi komanso mawonekedwe amtundu.
Mu 2022, tidasintha njira yathu yopangira zinthu ndikuganiziranso zamtengo wapamwamba komanso wapakati.Tinayambitsanso mabatire a graphite lead-acid pamitundu yathu yapakati pa ma e-njinga ndi njinga zamoto, zomwe zimatilola kuwonjezera kuchulukana ndikuchepetsa mtengo.Mzere wathu wapamwamba kwambiri umatilola kuti tiwonjezere phindu kuti tilimbikitse mtundu wathu, pomwe mzere wathu wapakatikati wazinthu umatilola kuphatikizira kukongola kwa mapangidwe ndi zinthu zothandiza pamitengo yotsika mtengo.
Kuti ndiwonetsere zomwe tachita pakupanga zinthu mu 2022, ndikufuna kutchula kusintha kwanthawi yayitali kwa SQi ndi UQi+ watsopano pamsika wapamwamba kwambiri.SQi ndiye chopereka chathu chabwino kwambiri pamsika wa e-bike.Mapangidwe anzeru komanso ukadaulo wapamwamba kwambiri pamtengo wopitilira 9,000 yuan.Njinga zamoto za Straddle ngati SQi zalandiridwa bwino ndi msika kotero kuti ogula amadikirira miyezi isanu kapena isanu ndi umodzi kuti atumizidwe.
NIU UQi+ ndiye chowonjezera chaposachedwa kwambiri pamndandanda womwe timakonda kwambiri wa Niu.NIU UQi+ Ndi mawonekedwe owunikira owunikira, kuwongolera mwanzeru, kukwera mtengo ndi zina zowonjezera makonda, UQi+ yakopa chidwi chambiri ndikuyambitsa zochitika zapa TV kuyambira pomwe idakhazikitsidwa, ndipo pafupifupi mayunitsi 50,000 adayitanidwa koyamba mu Januware mokha.Kuyankha kwabwino kumeneku ndi umboni wa utsogoleri wa mtundu wathu, kuthekera komanso kupanga zinthu, ndipo tikukonzekera kutulutsa zinthu zina zosangalatsa mu gawo lachiwiri la 2023.
Tsopano tili ndi mndandanda wa 2022 V2 ndi G6 pamzere wapakati.V2 ndi njinga yamagetsi yokhala ndi kapangidwe kakang'ono koma kokulirapo.Izi zili pafupi ndi 10-30% kuposa G2 ndi F2 yotchuka yomwe tikuyambitsa mu 2022, 2020 ndi 2021. G6 ndi njinga yamoto yamagetsi yopepuka yokhala ndi batire yotalikirapo komanso batire ya graphite-lead-acid yokhala ndi mitundu yambiri kuposa Makilomita 100 pa mtengo umodzi.
Ngakhale kuti zogulitsa zathu zonse zomwe zidatulutsidwa kumapeto kwa Seputembala zidaphonya nyengo yayikulu kupatula G6, zinthu zomwe zidangotulutsidwa kumene zidakhala zogulitsa kupitilira 70% mgawo lachinayi, patangotha miyezi itatu kukhazikitsidwa.Zimathandizanso ASP yathu kukula 15% motsatizana mu Q4 2022. Pamlingo wina, izi ndi [zosamveka] ntchito yathu yokonza njira, kuyang'ana pa zinthu zapamwamba zophatikizidwa.Tikuchepetsa pang'onopang'ono kukwera mtengo kwa batri ya lithiamu-ion ndikuyamba kuchepetsa malire.
Tsopano, ndi kukhazikitsidwa kwa zinthu za SQi premium, NIU UQi + ikusinthanso njira yake yotsatsira kuti iganizire za malonda ndi ogwiritsa ntchito.Izi zidabweretsa kubweza bwino pazachuma chathu komanso zidatithandizanso kupitiliza kukulitsa malonda.Mwachitsanzo, makampeni otsatsa a 2022 okhudzana ndi kukhazikitsidwa kwa zinthu zathu zatsopano za SQi ndi UQi+ afikira mawonedwe mabiliyoni 1.4 pamapulatifomu onse.
Tidakhazikitsanso Mavericks Innovation Ambassador Programme, yomwe ndi msana wa njira yathu yotsatsira ogwiritsa ntchito, ndipo tidayitanitsa ogwiritsa ntchito a Mavericks opitilira 40 kuti apangire limodzi ndikuchititsa zochitika zakomweko ndi Mavericks.Panthawi ya Mpikisano wa World Cup wa 2022, tidasonkhanitsa akazembe a Mpikisano wa Padziko Lonse kuti awonere chiwonetsero cha scooter chowonetsa ma scooter omwe ali okongoletsedwa ndi zinthu za World Cup.M'milungu iwiri yokha, ma scooters omwe adawonetsedwa adawonetsa mawonedwe okwana 3.7 miliyoni pazama TV aku China.
Tsopano, m'misika yathu yapadziko lonse lapansi, njira zathu zakhala zikusintha ndipo pazaka ziwiri zapitazi katundu wathu wakula kupitilira mawilo amagetsi amagetsi, kukulirakulira kupitilira misika yayikulu yaku Europe.Njirayi idachita bwino poyambira kukula kwazinthu zatsopano mu 2022, pomwe misika yatsopano idangochepetsa pang'ono kutsika kwa msika wamagetsi wamawilo awiri ndikuwongolera ndalama zoyambira pazogulitsa zatsopano ndi misika yatsopano [inaudible].
Pankhani yakukulitsa kuchuluka kwa zinthu zomwe timagulitsa, tachita bwino kwambiri pazantchito za ma scooter amagetsi mu 2022. Tidakhazikitsa gululi kotala yomaliza ya 2021 ndipo kuyambira pamenepo takhala tikugwiritsa ntchito luso la lour's scooter kuzinthu zopambanazi zomwe zimadziwika ndi dzina lodziwika bwino mu msika.Timayamba ndi mitengo yamtengo wapatali kuyambira $800 mpaka $900.ndi zinthu zotsika mtengo pakati pa $300 ndi $500.Njira iyi idapangitsa kuti kukula pang'onopang'ono kwa voliyumu poyamba, koma idathandizira kuti mtunduwo udzikhazikike m'gulu latsopano.
Niu apambana Mphotho ya Riders Choice 2023 pakampani yabwino kwambiri ya scooter kuchokera ku Micromobility World.Zogulitsa zathu zaukadaulo wapamwamba, K3, zidasindikizidwanso ndi zida zina zaukadaulo zapamwamba monga TomsHard [Phonetic], TechRadar ndi ExTaca [Phonetic].
Pankhani ya njira zogulitsira, tidatenganso njira yaposachedwa poyambitsa gulu la scooter kaye, kuyang'ana kwambiri njira zapaintaneti monga Amazon.Pamwambo wa Amazon Prime Day 2022, zitsanzo zathu za scooter zidakhala 1st ndi 2nd pamndandanda wogulitsa kwambiri ku Amazon m'maiko angapo ku Europe ndi North America.Pogwiritsa ntchito mayendedwe a njira yapaintaneti, tinayamba kulowa m'maukonde akuluakulu ogulitsa kunja kwa intaneti monga MediaMarkt ku Ulaya ndi Best Buy ku US kupyolera mu theka lachiwiri la 2022. pakukula kokhazikika mu 2023 ndi kupitilira apo.
Tsopano, mu gawo la kufalikira kwa chigawo pagawo lamagetsi amagetsi awiri, tikuwona mwayi wokulirapo pamsika waku Southeast Asia, makamaka ku Thailand, Indonesia ndi Nepal.Tikulimbikirabe kukulitsa msika waku Southeast Asia, tikuyembekeza kulimbikitsa mchitidwe wosuntha kuchoka pa mawilo achikhalidwe oyendera mafuta kupita ku matayala awiri amagetsi.M'misika yomwe ikukula mwachangu kumwera chakum'mawa kwa Asia, takulitsa malo athu ogulitsira ndikukhazikitsa maukonde otsatsa ndi anzathu am'deralo.
Mu 2022, pamsonkhano wa G20 ku Bali, zinthu za Niu zidzapereka ma scooters amagetsi kwa apolisi a dziko la Indonesia kuti athandizire mayendedwe okhazikika aboma.Tsopano, chifukwa cha zoyesayesa izi, kugulitsa kwa mawilo awiri amagetsi pamsika waku Southeast Asia kumakwera pafupifupi 60% chaka chilichonse.
Pomaliza, monga olimbikitsa moyo wokhazikika, tadzipereka kupatsa makasitomala athu magalimoto amtawuni omwe amasamala zachilengedwe kuti atithandize kuchepetsa momwe chilengedwe chimakhalira.2022 ndi chaka chinanso chomwe tadzipereka kuthandiza makampani onse oyenda mawilo awiri kukhala okonda zachilengedwe.Chaka chino tidasindikiza lipoti lathu loyamba la ESG.Mpaka pano, kuchuluka kwa maulendo oyendayenda kwafika makilomita 16 biliyoni, kutanthauza kuti ma kilogalamu 4 biliyoni a mpweya wa carbon achepetsedwa poyerekeza ndi magalimoto angapo.
Kuti tipitirize kufalitsa uthenga womanga tsogolo lobiriwira pogwiritsa ntchito luso lamakono, tinayambitsa ReNIU, ntchito yokhazikika padziko lonse lapansi, pa Tsiku la Dziko Lapansi 2022. Pulogalamuyi ikuphatikizapo kuyeretsa padziko lonse lapansi tsiku la Earth Day lomwe limalimbikitsa ogwiritsa ntchito atsopano m'makontinenti anayi kuti ayeretse dziko lapansi.Malo opezeka anthu ambiri, kuphatikiza malo ngati Bali, Antwerp ndi Guatemala.Kukhazikika kwakhala pamtima pa mtundu wathu kuyambira pomwe idakhazikitsidwa, ndipo timanyadira kuti tili ndi chikoka chabwino pakudzipereka kwathu pakukhazikika ndi ogwiritsa ntchito athu.
Tsopano popeza 2022 yadutsa, tili ndi chidaliro kuti kusintha kwadongosolo komwe tidapanga mu 2022 kudzayambiranso kukula mu 2023 ndikuyamba kukhala ndi zotsatira zabwino mu gawo lachiwiri la 2023. Pachaka, poyerekeza ndi kusintha kwamitengo m'gawo loyamba. ya 2022, kotala yathu yoyamba ya 2023 ikupitilizabe kuwonetsa zisonyezo zokhudzidwa ndi kukwera kwamitengo komanso kuchedwa kwazinthu, zomwe tikuyembekeza kuti zibwerenso gawo lachiwiri.Tsopano, ndi njira yopangira zinthu, kutsatsa, kutsatsa, komanso kukulitsa njira zogulitsira, tikukhulupirira kuti titha kuyambiranso kukula kwachaka ku China ndi misika yakunja mu 2023.
Tsopano, makamaka pamsika waku China, tipitiliza utsogoleri wathu poyendetsa kukula kwabwino ndi zinthu zatsopano m'chigawo chapakati chapakatikati, kuyang'ana kwambiri zamalonda zomwe zikuyang'ana ogwiritsa ntchito kuti akwaniritse ROI komanso kuchita bwino kwa malonda.zomwezo - 3000+ masitolo ogulitsa.Pankhani yazinthu, kuyambira kotala yachiwiri ya chaka chino, tili ndi mapulani azinthu zingapo zofunika ku China.Mizere yamtunduwu imayang'ana kwambiri magwiridwe antchito apamwamba a Niu ndi Gova, kuyambira panjinga zamoto zomwe zimagwira ntchito kwambiri monga njinga zamoto mpaka kumtunda wapamwamba komanso njinga zamagetsi zaku China zapakatikati, nsanja za NCM lithium battery powertrain, ma SV athu.[Phonetiki] mabatire a lithiamu a mabatire a asidi a graphite.Tidayamba kupanga zinthuzi mu 2022 ndipo zidzatulutsidwa pakukonzekera gawo lachiwiri la 2023.
Tsopano, motsogozedwa ndi zopereka zapadera komanso zosiyana, tikupitiliza kuyang'ana kwambiri kupanga Mavericks kukhala mtundu wotsogola wamatauni, kampani yomwe imapitilira zomwe timagulitsa.Kuphatikiza pa malonda athu ndi njira zotsatsira zomwe zimatengera ogwiritsa ntchito, timakonzekeranso kukulitsa pulogalamu yathu yotsatsa ndi ma brand omwe ali ndi moyo wofanana.Mu 2022, tidayambitsa bwino maubwenzi ndi otsogola padziko lonse lapansi monga Razer ndi Dizilo ndikupanga zinthu zolumikizana ndi mnzawo aliyense, ndipo tikukonzekera kupitiliza mtundu wopambanawu mu 2023.
Tsopano, potengera njira zogulitsira, takhazikitsa njira zolimbikitsira kugulitsa sitolo imodzi mgawo lachinayi la 2022, ndikuwona malo ogulitsa njerwa ndi matope ngati malo ofunikira owonetsera oyendetsa, oyendetsa mayeso, ndi ntchito zogulitsa pambuyo pake.Timathandizira masitolo opanda intaneti okhala ndi zotsogola zopangidwa pa intaneti.Kupyolera mu njira ya O2O iyi, timatha kupatsa ogwiritsa ntchito chidziwitso chabwinoko chogulitsa kale komanso pambuyo pogulitsa ndikuwonjezera malonda m'masitolo athu ogulitsa.
Tinayambitsanso pulojekiti yokonza ndi kulinganiza masanjidwe a sitolo ndi zinthu zotsatsa za sitolo iliyonse kuti tipange chithunzi chamtundu wapamwamba kwambiri.Kuonjezera apo, tili ndi ndondomeko ya digito yothandizira masitolo kusonyeza malonda awo ndi kumanga nsanja, zomwe zimapangitsa kuti anthu achuluke komanso kutembenuka mtima.Izi zithandiza masitolo opitilira 3,000 kuti akwaniritse kukula kokhazikika kwa sitolo.
Tsopano, ponena za misika yapadziko lonse lapansi, tipitiliza kuyang'ana kwambiri njira yathu yosinthira zinthu potengera momwe zinthu ziliri komanso kukula kwa malo.Ntchito zophatikizira izi pazaka ziwiri zapitazi ziyamba kuthandizira kwambiri pakukula kwa ndalama ndi zopeza.Choyamba, m'gulu la ma micro-movements, 2022 idzakhala ndi kukula kwakukulu, ndipo malonda mu 2022 adzawonjezeka pafupifupi nthawi 7.Mu 2022, tipitiliza kupanga timagulu tating'onoting'ono, kupanga mbiri yazinthu zonse, ndikukhazikitsa njira zogulitsira ndi ogulitsa monga Best Buy ndi MediaMarkt, pa intaneti komanso pa intaneti.Mu 2022, tikukonzekera mosalekeza kusintha mzere wazinthu za scooter kuti tiwonjezere kuchuluka kwazinthu kwa ogwiritsa ntchito.
Tsopano, kuwonjezera pa ma scooters, posachedwapa tidayambitsa mwalamulo BQi C3 e-bike yathu yoyamba pamsika waku US mu Marichi 2023. BQi C3 ndi ebike ya batri yapawiri yokhala ndi mabatire awiri opepuka osinthika, omwe amapereka utali wopitilira 90 mailosi.Tsopano popeza tapanga maukonde amphamvu ogulitsa chaka chatha, BQi C3 igulitsidwa m'masitolo opitilira 100 a Best Buy ku US komanso pa intaneti, ndikukonzekera kugulitsa ku Canada posachedwa.
Tsopano, pamene tikuyamba kuyika ndalama mumsika wa micromobility kuyambira 2020, tili ndi chidaliro kuti maziko omwe adakhazikitsidwa zaka zitatu zapitazi pankhani yomanga mtundu, kusakanikirana kwazinthu ndi kupanga njira zimathandizira kukula mu 2023 ndikuthandizira kwambiri ndalama phindu.
Tsopano, m'gulu lamagetsi amagetsi awiri, tili ndi vuto chifukwa cha kutsekedwa kwa msika wogawana nawo mu 2022. Tikuyembekeza kuti tibwereranso pakukula mofulumira mu 2023 kupyolera mukukula kwa mankhwala ndi kufalikira kwa malo.Pankhani yazinthu, tikukonzekera kukhazikitsa zinthu zonse zatsopano zogwira ntchito kwambiri monga njinga yamoto yamagetsi ya RCi yamagudumu anayi kuti ipikisane pakupereka mawilo amagetsi amagetsi awiri ndikukwaniritsa zofunikira zonse ku Europe.
Ponena za kukula kwa malo ku Southeast Asia, kuti tipitilize kukula komwe tidapeza mu 2022, tikukonzekera kukhazikitsa zinthu ndi mayankho omwe amathandizira kulowetsa m'malo mwa mayeso pothandizana ndi othandizira angapo m'maiko monga Indonesia ndi Thailand.Mayeserowa ayamba kale ndipo tikuyembekeza kuti pamapeto pake adzatipatsa mwayi wopita kumsika wa kum'mwera chakum'mawa kwa Asia, kumene njinga zamoto za petulo zoposa 20 miliyoni zimagulitsidwa chaka chilichonse.
Tsopano popeza tikugwiritsa ntchito njira zakukulira izi ku China komanso misika yapadziko lonse lapansi, tikuyembekeza kuti malonda athu onse adzakula mpaka mayunitsi 1-1.2 miliyoni pofika 2023, kukwera 20-45% kuyambira 2022.
Zikomo Master Yang ndipo moni nonse.Chonde dziwani kuti nkhani yathu ya atolankhani ili ndi zonse zomwe mungafune komanso zofananira zomwe mungafune, ndipo takwezanso zomwe zili mumtundu wa Excel patsamba lathu la IR kuti muwonetsetse.Ndikawona zotsatira zathu zandalama, pokhapokha zitadziwika, timatchula ziwerengero za kotala yachinayi ndipo ndalama zonse zili mu RMB pokhapokha ngati zitasonyezedwa.
Monga momwe Yang Gang adanena, tidzakumana ndi zovuta zambiri mu 2022. Zogulitsa zonse m'gawo lachinayi zinali mayunitsi 138,000, pansi pa 42% kuyambira nthawi yomweyi chaka chatha.Makamaka, magalimoto 118,000 adagulitsidwa pamsika waku China, pomwe magalimoto 20,000 adagulitsidwa m'misika yakunja.M'misika yakunja, tidatha kupitiriza kukula kwa 15% chaka ndi chaka pakugulitsa scooter mpaka mayunitsi 17,000.
Zogulitsa zonse mu 2022 zidzakhala magalimoto 832,000, kuphatikiza magalimoto 711,000 pamsika waku China ndi magalimoto 121,000 m'misika yakunja.Ngakhale malonda onse pamsika waku China adatsika ndi 28% pachaka, mndandanda wa Niu ndi Gova umaphatikizana ndi 10% yokha.Kuchulukirachulukira m'misika yakunja ndikwamphamvu, kugulitsa kwa scooter kwakwera mpaka mayunitsi 102,000, ndipo kugulitsa kwamagetsi amagetsi kudatsika ndi 45%, makamaka chifukwa cha kuthetsedwa kwa [odalirika] kugawana madongosolo, Yang Gang adati.
Ndalama zonse za gawo lachinayi zinali 612 miliyoni yuan, kutsika ndi 38% kuchokera chaka chatha.Kuphwanya ndalama za scooter potengera kusanja, ndalama za scooter pamsika waku China zinali 447 miliyoni yuan, 35% zocheperapo momwe tidayambira ndi njira yathu yoyang'ananso magawo a premium ndi apakati.Mndandanda wotsegulira wa Gova udangokhala 5% yazogulitsa zapakhomo mgawo lachinayi.Chifukwa cha zimenezi, avereji yamtengo wogulitsidwa pamsika wa ku China inakwera ndi 378,314 yuan [mawu] chaka ndi chaka.Ndalama zochokera ku ma scooters akunja, kuphatikiza ma scooters, ma mopeds amagetsi ndi njinga zamoto zamagetsi, zinali 87 miliyoni yuan.Mtengo wogulitsidwa wa ma scooter osakanizidwa m'misika yakunja anali yuan 4,300, kutsika kotala kuchokera chaka chatha chifukwa cha kuchuluka kwa malonda a scooter koma kutsika kwa ASP.Komabe, avareji yamitengo yogulitsa ya ma scooter yakwera ndi kupitilira 50% pachaka ndi 10% kotala chifukwa cha kuchuluka kwa ma scooters okwera kwambiri monga ma K3 amtengo wapakati pa $800 ndi $900.
Zowonjezera, magawo ndi ntchito zomwe ndalama zimapeza zinali 79 miliyoni yuan, kutsika ndi 31% chifukwa cha kutsika kwa mabatire kuchokera kwa ogwiritsa ntchito mafoni akunja.Kwa chaka chonse cha 2022, malonda onse - ndalama zonse zidatsika 14.5% mpaka 3.2 biliyoni.Ndalama za Scooter ku China zonse zidatsika ndi 19% pachaka.Katundu wapakatikati ndi wapamwamba adatsika ndi 6% yokha.International Scooters - Ndalama za International Scooters zidakwera ndi 15% kufika pa yuan 494 miliyoni.Ndalama zonse zapadziko lonse lapansi kuphatikiza ma scooters, zida, magawo ndi ntchito zidapanga 18.5% ya ndalama zonse chifukwa chakukula mwachangu kwa ma scooters.
Tiyeni tiwone mtengo wogulitsira wapakati mu 2022. Mtengo wamtengo wapatali wa scooters unali 3,432 vs. 3,134, kukwera 9.5%.Ma scooters apanyumba a ASP 3322, kukula kwa 12%, theka lake ndi chifukwa cha kuphatikiza kwabwino kwambiri kwazinthu zoyambira, ndi zina zonse chifukwa chakuwonjezeka kwamitengo.Mtengo wapadziko lonse wogulitsidwa wa ma scooters osakanizidwa anali 4,079 vs. 6,597, otsika kuposa chaka chatha, monga gawo la scooters linakula nthawi 10, pamene mtengo wogulitsa wa njinga zamoto zamagetsi ndi ASPs ndi scooters unawonjezeka ndi 17% ndi 13%, motero.%.
Phindu lonse la gawo lachinayi linali 22.5%, kutsika ndi 0.1 peresenti pachaka ndikukwera ndi 0.4 peresenti kuchokera kotala yapitayi.Phindu lonse linali 21.1% pachaka chomwe chinatha pa Disembala 31, 2022, poyerekeza ndi 21.9% pachaka.Kusakanikirana kwazinthu ku China kudakulitsa malire ndi 1.2 peresenti, pomwe mtengo wokwera wa batire komanso kugulitsa kwa scooter kumachepetsa ndalama zonse ndi 2 peresenti.Makamaka, phindu lalikulu pamsika waku China lidakwera ndi 1.5 peresenti.
Nthawi yotumiza: Mar-23-2023
