Kusukela esidingweni sokuwela ulwandle “ubuyele” emuva “ekusweleni kwezimpahla”, ukuya endaweni enkulu yanamuhla ye-e-commerce ngokuseshwa kwakho kokubili, isiphenduke inkambiso entsha yekhwalithi yempilo, indlu yangasese ehlakaniphile yamukelwa abaningi futhi. imindeni eminingi Chinese, izinga lokungena emakethe eminyakeni embalwa edlule ukwanda ngokushesha.Muva nje, uGoldman Sachs, ibhange lokutshala izimali elidume umhlaba wonke, wenze isibikezelo “esingajwayelekile” emakethe yezindlu zangasese ezihlakaniphile zaseChina, ekholelwa ukuthi izinga lokungena kwalesi sigaba emakethe yaseShayina eminyakeni emine ezayo lizokhuphuka lifinyelele ku-11%, okulingana ngaphezu kokuphinda kabili umthamo wemakethe.Ngakho-ke, izinga lokungena endlini yangasese ehlakaniphile lizoba ngokushesha njengoba uGoldman Sachs abikezela?Lapho ukuthambekela kokwehla kwentengo yemakethe kubonakala, ukuduma kwezinga lokukhula okuphezulu kuhlobene nalokhu?Esikhathini esizayo, inqubo yokwanda okusheshayo, imakethe yangasese ehlakaniphile, kusenezinkinga namaphuzu obuhlungu okufanele axazululwe?
Ngokusho kukaGoldman Sachs, izindlu zangasese ezihlakaniphile sezizokwamukelwa isiko lamaShayina, kanti izinga lokungena kwesigaba e-China lizokhuphuka lisuka ku-4% ngo-2022 liye ku-11% ngo-2026, lapho inani eliphelele lemboni yezokuhlanzeka yaseChina izofinyelela ku-$ 21 billion. unyaka.Kuyavunywa, ngokuphishekela ngentshiseko kwabathengi impilo yasekhaya ehlakaniphile eminyakeni embalwa edlule, izindlu zangasese ezihlakaniphile ziye zadlondlobala emakethe yaseShayina, futhi ngokuya nge-e-commerce, ngokwesibonelo, ngokusho kwedatha ye-GfK's CICOM, i-CAGR yezindlu zangasese ezihlakaniphile kusukela ngo-2017. kuya ku-2022 bekungama-32%, kanti ukungena emakethe njengamanje kukhushulelwe cishe ku-4% -5%.Kodwa-ke, ukuze ube njengoGoldman Sachs owabikezela, eminyakeni engaphansi kwe-4 ezayo, izinga lokungena emakethe kusukela okwamanje ngaphansi kuka-5% kuya ku-11%, nakuba kukhona indawo yokucabanga, kodwa futhi kunzima.
Kulolu daba olulodwa, intatheli yegridi kazwelonke yaseChina ixoxisane nenani lamabhizinisi ezindlu zangasese ezihlakaniphile, abahlaziyi bezimboni, bazwakalise ithemba ngentuthuko yemakethe yezindlu zangasese ezihlakaniphile eminyakeni embalwa ezayo, kodwa ngokombono wabo, nabo bazwakalise ithemba. awuvumi ukuthi izinga lokungena kwezindlu zangasese ezihlakaniphile lizokhula ngokushesha kangaka eminyakeni emine nje ezayo.“Ngakolunye uhlangothi, ngokuthuthuka okusheshayo komnotho waseShayina, imali engenayo etholakalayo yomuntu ngamunye yezakhamuzi ekukhuleni okuqhubekayo kokuthuthukiswa kokusetshenziswa kwempahla kanye nezinga lokufudukela emadolobheni iyaqhubeka nokuthuthuka ukuze kuthuthukiswe isidingo sokuthuthukiswa kwezindlu zangasese ezihlakaniphile,” kusho umhlaziyi omkhulu we-GfK u-Xiaolei Ha. ngaphandle kokuhlaziya intatheli ye-State Grid.Kodwa ngakolunye uhlangothi, iShayina inenani elikhulu lezimakethe zasemalokishini nasezindaweni zasemakhaya, ubunikazi bendlu yangasese eshaywayo buphansi kakhulu, kanye nemfundo yezempilo nokunye okusalele emuva, okuthinta izinga lokungena kwemikhiqizo yempahla yenhlanzeko ehlakaniphile emelwe izindlu zangasese ezihlakaniphile.Ngaphezu kwalokho, imakethe yezindlu yaseShayina isesimweni esibucayi, kusukela ekukhululweni kwakamuva kwenani lezinkampani ezifakwe ohlwini lwempahla yenhlanzeko embikweni wesigamu sonyaka, ngomthelela wokusebenza kwemakethe yempahla yaseChina ngaphansi kwengcindezi, ukuthengiswa kwebhizinisi okufanelekile kanye nenzuzo yehlile. .
Iminyaka emi-4 ngaphezu kokuphindwe kabili ukukhula kwezinga lokungena ngokusobala akulona iqiniso, kodwa ukuthambeka okude kwemboni yezindlu zangasese ezihlakaniphile, amandla eqhwa aminyene namanje awanakuzitshwa.Ibhizinisi lemishini yokuhlala ye-Panasonic u-BU omude u-Ren Shao Yang entathelini yegridi yezwe uthe, ngenxa yochungechunge lwemboni ekhuphuka nomfula ekhuphuka kancane kancane, izinguquko zengqondo yabathengi (impilo, ukwenza ngokwezifiso, ukukhuphuka kwesidingo esihlakaniphile), kanye noshintsho lokuhlukahluka kwesiteshi (isakhiwo sokuqala esingaxhunyiwe ku-inthanethi izinto zokwakha isethulo somkhiqizo wanamuhla weziteshi eziningi eziku-inthanethi, futhi kancane kancane zibe ukuphela kwesiphelo sezinga eliphambili labaklami nenkampani yokuhlobisa, okuqukethwe kweziteshi zokuxhumana nokuhlukahluka) nokunye okuningi okuhle, okulandelayo 3- Iminyaka emi-5, iminyaka emi-3-5 elandelayo, imboni yezindlu zangasese ehlakaniphile isengumthambeka omude wamandla eqhwa.Izici ezithandekayo, iminyaka engu-3-5 elandelayo yendlu yangasese ehlakaniphile ngezinga lokukhula kwezinga lemakethe yasekhaya, izinga lokungena lizogcina ukukhula okusheshayo."Uhlobo oluthile lwenkinga encane embonini yefenisha yasekhaya," kusho uRen Shaoyang.
“Eminyakeni yamuva nje, amaqembu aseShayina ahola imali ephakathi nendawo naphezulu kanye nabahola kakhulu ayaqhubeka nokukhula ngokushesha, ukuthuthukiswa kokusetshenziswa, ezempilo, ubuhlakani bedijithali sekuphenduke inkomba eyinhloko yokukhethwa kwabathengi, abathengi ekuthuthukisweni kwezinqumo zokuthenga bagxila kakhulu izinga kanye nokusebenza.Ifakwe emikhiqizweni yasendlini yangasese, uma iqhathaniswa nendlu yangasese yendabuko, ukunethezeka kwezindlu zangasese ezihlakaniphile, ukunethezeka kanye nezimfanelo zezempilo ziya ngokuya ziqashelwa futhi zithenjwa ngabathengi", umongameli weqembu labefundisi abayisishiyagalolunye uLin Xiaowei ubuye wakhuluma nentatheli, ukukhula kwe-middle- and high- abantu abaholayo kanye nezinguquko emikhubeni yokusetshenziswa kwabasebenzisi, okuhambisana nokuguga okusheshayo, ukuthuthukiswa kwesakhiwo sokusebenzisa kanye nokufudukela emadolobheni kuyaqhubeka nokukhuthaza ukuguqulwa kwezindlu zangasese zomphakathi, amakhaya abahlengikazi, ezinye izitolo ezinkulu kanye nezakhiwo zamahhovisi ezisezingeni eliphezulu, iningi lazo amahhotela asezingeni eliphezulu nezinye izindawo zomphakathi seziqalile ukushintsha indlu yangasese ehlakaniphile.Ngaso leso sikhathi, ngenxa yokuthi inani labantu abagugayo laseShayina liya lijula, futhi abantu abadala abangamaphesenti angama-90 bamukela indlela yokuguga ekhaya, “uguquko olufanele iminyaka” yempilo yasekhaya seluba yisidingo.…… Zonke lezi zinto zibe nomthelela ethoyilethi elihlakaniphile kulesi sigaba futhi isikhathi esilandelayo emakethe yasekhaya sizogcina ukukhula okuphezulu.Yiqiniso, ngaphezu kwalokho, "intengo emaphakathi eyehlayo" leli thuluzi akufanele lizitshwe.
Isikhathi sokuthumela: Nov-13-2023
