Tare da raguwar buƙatun motocin lantarki a Turai da Amurka, yawancin kamfanonin motoci suna samar da motocin lantarki masu rahusa don tada buƙatu da gasa a kasuwa. Tesla na shirin kera sabbin samfura da farashinsa bai kai Yuro 25,000 a masana'antar sa ta Berlin da ke Jamus. Reinhard Fischer, babban mataimakin shugaban kasa kuma shugaban tsare-tsare na kamfanin Volkswagen Group of America, ya ce kamfanin na shirin kaddamar da wata mota mai amfani da wutar lantarki da ta kasa da dala 35,000 a Amurka nan da shekaru uku zuwa hudu masu zuwa.
01Kasuwar daidaiton manufa
A cikin taron samun kuɗi na kwanan nan, Musk ya ba da shawarar hakan Tesla zai ƙaddamar da sabon samfurin a cikin 2025 wato "kusa da mutane kuma a aikace." Sabuwar motar, wanda ake kira Model 2, za a gina shi a kan sabon dandamali, kuma za a sake ƙara saurin samar da sabuwar motar. Matakin ya nuna aniyar Tesla na fadada kasuwar sa. A Turai da Amurka, farashin yuro 25,000 na buƙatun motocin lantarki yana da girma, ta yadda Tesla zai iya ƙara ƙarfafa matsayinsa a kasuwa tare da matsa lamba ga sauran masu fafatawa.
A nata bangaren, Volkswagen na da niyyar kara gaba a Arewacin Amurka. Fischer ya shaida wa taron masana’antu cewa, Kamfanin Volkswagen na shirin kera motoci masu amfani da wutar lantarki a Amurka ko Mexico da ke sayar da kasa da dala 35,000. Madadin wuraren samar da kayayyaki sun haɗa da shukar Volkswagen a Chattanooga, Tennessee, da Puebla, Mexico, da kuma wani sabon masana'antar taro da aka shirya a South Carolina don alamar alamar VW's Scout. Vw ya riga ya samar da ID.4 duk-lantarki SUV a tashar ta Chattanooga, wanda ke farawa a kusan $ 39,000.
02Farashin "inwinding" ya ƙaru
Kamfanin Tesla, Volkswagen da sauran kamfanonin motoci sun yi shirin kaddamar da na'urorin lantarki masu araha domin kara karfin bukatar kasuwa.
Farashin motocin da ake amfani da su na lantarki, tare da yawan kudin ruwa, shi ne babban abin da ke hana masu amfani da wutar lantarki a Turai da Amurka sayen motocin lantarki. A cewar JATO Dynamics, matsakaicin farashin dillalan motar lantarki a Turai a farkon rabin shekarar 2023 ya zarce Yuro 65,000, yayin da a China ya wuce Yuro 31,000.
A cikin kasuwar motocin lantarki ta Amurka, Chevrolet na GM ya zama tambari na biyu da aka fi siyarwa bayan Tesla a cikin rubu'i uku na farkon wannan shekara, kuma tallace-tallace kusan duka sun fito ne daga araha mai araha na Bolt EV da Bolt EUV, musamman ma tsohon farashin farawa na kusan $27,000 kawai. . Shahararriyar motar kuma tana nuna fifikon masu amfani da samfuran lantarki masu araha.
Wannan kumawani muhimmin dalili na rage farashin Tesla.Musk a baya ya mayar da martani ga rage farashin da cewa babban buƙatu yana iyakance ta hanyar amfani da wutar lantarki, mutane da yawa suna da buƙata amma ba za su iya ba, kuma rage farashin kawai zai iya biyan buƙatu.
Saboda rinjayen kasuwa na Tesla, dabarun rage farashinsa ya haifar da matsin lamba ga sauran kamfanonin mota, kuma yawancin kamfanonin motoci na iya bin diddigin su ne kawai don ci gaba da rabon kasuwa.
Amma da alama hakan bai isa ba. A ƙarƙashin sharuɗɗan IRA, ƙananan ƙira sun cancanci samun cikakken kuɗin harajin abin hawa na lantarki, kuma yawan kuɗin ruwa akan lamunin mota yana ƙaruwa. Hakan ya sa ya zama da wahala ga motocin lantarki su isa ga masu amfani da na yau da kullun.
03 Ribar kamfanonin mota ta samu nasara
Ga masu amfani, rage farashin abu ne mai kyau, yana taimakawa wajen rage farashin farashin tsakanin motocin lantarki da motocin man fetur na al'ada.
Ba da dadewa ba, kashi na uku na kudaden shiga na kamfanoni daban-daban na motoci ya nuna cewa ribar General Motors, Ford da Mercedes-Benz ta fadi, kuma yakin farashin motocin lantarki na daya daga cikin muhimman dalilai, kuma kamfanin Volkswagen ya ce ribar da ta samu. ya kasance ƙasa da yadda ake tsammani.
Ana iya ganin cewa yawancin kamfanonin motoci sun daidaita da bukatar kasuwa a wannan mataki ta hanyar rage farashin da kaddamar da kayayyaki masu araha da masu rahusa, tare da rage saurin zuba jari. Dangane da Toyota, wanda kwanan nan ya sanar da ƙarin saka hannun jari na dala biliyan 8 a masana'antar batir a Arewacin Carolina, Toyota na iya yin la'akari da dogon lokaci a gefe guda kuma yana samun babban tallafi daga IRA a daya hannun. Bayan haka, don ƙarfafa masana'antar Amurka, IRA tana ba wa kamfanonin mota da masu kera batir babban kuɗin harajin samarwa.
Lokacin aikawa: Dec-12-2023