Ua paʻa nā pūʻali hou o waho i ka "maka kālā"

I loko o nā makahiki he 140 o ka hoʻomohala ʻana i ka ʻoihana kaʻa, ua emi a kahe nā mana kahiko a me nā mea hou, a ʻaʻole i pau ka haunaele o ka make a me ka hānau hou ʻana.

ʻO ka pani ʻana, ka panakalupa a i ʻole ka hoʻonohonoho hou ʻana o nā ʻoihana ma ka mākeke honua e lawe mau i nā mea kānalua ʻole i ʻike ʻole ʻia i ka mākeke mea kūʻai kaʻa i kēlā me kēia manawa.

I kēia manawa, i ke ʻano hou o ka hoʻololi ʻana i ka ikehu a me ka hoʻololi ʻana i ka ʻoihana, i ka wā e wehe ai nā mōʻī o ka wā kahiko i ko lākou mau lei aliʻi ma hope o kekahi, ʻo ka reshuffle a me ka ebb o nā hui kaʻa e kū mai ana kekahi ma hope o kekahi.Malia paha "ke koho kūlohelohe, survival of the fittest" "ʻO ke kānāwai o ke ʻano he ala ʻē aʻe e hana hou ai i ka mākeke kaʻa.

Ua paʻa nā pūʻali hou o waho i ka "maka kālā"

I nā makahiki i hala iho nei, ua ʻae ke kaʻina hana electrification i hoʻokumu ʻia ma Kina i nā hui micro-car kuʻuna a hoʻopau i ka hapa nui o nā speculators.Akā naʻe, ʻoiai ke komo ʻana o ka ʻoihana ikehu hou i ke kahua keʻokeʻo wela, ke haʻi mau nei nā haʻawina o ka mōʻaukala iā mākou ʻaʻole e aʻo nā kānaka mai ka ʻike o ka mōʻaukala!

Ma hope o nā inoa ʻo Bojun, Sailin, Byton, Ranger, Green Packet, etc.

ʻO ka mea pōʻino, e like me ka haʻaheo ma hope o ka ʻeha, ʻo ka make ʻana o kēia mau hui kaʻa Kina ʻaʻole wale i hiki ke lawe i kahi makaʻala iki i ka ʻoihana holoʻokoʻa, akā ua hāʻawi ʻia i kumu hoʻohālike no ka nui aʻe o nā mea pāʻani o waho e hahai ai.

I ke komo ʻana i ka makahiki 2022, ua make nā mea hana kaʻa PPT a me nā mea like i Kina, a ʻo nā pūʻali lua-papa hou e like me Weimar a me Tianji i ola ma mua e ulu nui ana i ka pilikia.

Ma ka lima 'ē aʻe, ke global market clamoring e oi aku Tesla ka Lucid a me Rivian, FF a me Nikola, i ikeia he wahahee, a me ka puka ana o na hui kaʻa mai a puni ka honua.Ke hoʻohālikelike ʻia me ka "kūʻai aku i nā kaʻa", mālama mau lākou i ka hanana Carnival e pili ana i ke kapikala.

E like me ka mākeke kaʻa Kina i ʻelima mau makahiki i hala aku nei, e hoʻopuni ana i ke kālā, e hoʻopuni ana i ka ʻāina, a me ka hoʻāʻo ʻana i nā ʻano āpau e "pena i kahi pai nui", ʻo ia mau ʻano i hoʻowahāwahā ʻia e nā mea a pau akā e huki mau i ka manaʻo o ke kapikala, he mau hiʻohiʻona o ka farce i ka makeke honua, a i ʻole He puʻupuʻu hana kaʻa me ka manaʻolana liʻiliʻi.

Hoʻopili ʻia nā mea a pau me ka "kālā"

Ma hope o nā makahiki o ka hoʻāʻo ʻana o ka mākeke a me ka hoʻokūkū me ke kapikala, kūpono ke ʻōlelo ʻana ua hoʻopau ʻo Kina i ka nānā ʻana o nā hui mana hou.

ʻO ka mea mua, ua hoʻokumu ʻia ka waihona nui no ka mākeke kaʻa e hoʻopau i kona hoʻololi ʻana i ka involution kiʻekiʻe.ʻO ka koi nui o nā mea kūʻai aku ua lōʻihi ka hiki ʻole i kekahi hui kaʻa e puka mai ana ke kuhikuhi i nā manamana lima i ka mākeke me ka hoʻokele waiwai wale nō.Pono e hoʻokumu i kahi pilina pili pili ma waena o ka "kūkulu kaʻa" a me ka "kūʻai aku i kaʻa".Inā nalowale ke kākoʻo mākeke, ʻike ʻia nā hopena pōʻino.

ʻO ka lua, ma hope o ka nalo ʻana o nā ʻāpana kulekele o nā hui kaʻa Kina kahiko, ʻaʻole i ʻike mua ʻia ka haʻalulu i hoʻokumu ʻia e ka hōʻeha ʻino i ka ʻoihana ʻenehana hou.

No nā hui kaʻa e puka mai nei me ka ʻole o kahi ʻano kumu a me nā ʻenehana ʻenehana, i kēia manawa, ʻaʻohe manawa e uhaki me ka makemake i koe.ʻO Evergrande Automobile, i hāʻule i lalo, he kumu hoʻohālike maikaʻi.

A hiki i kēia mau mea ke hōʻike mau mai ka hiʻohiʻona o ka mākeke kaʻa Kina, e nānā ana i nā pūʻali hou e kū nei i ka mākeke honua, ʻo ka impetuousness a me ka hope ʻole ke kumu o kēia mau hui.

Ma ʻAmelika ʻAmelika, ʻo Lucid Motors, ka mea i hana i mua o nā mea āpau, ke kākoʻo ʻia e ka Saudi Arabian Public Investment Fund (PIF).ʻO Rivian, ka mea i alakaʻi i kekahi o nā IPO nui loa i ka mōʻaukala o ʻAmelika Hui Pū ʻIa, ua loaʻa i kekahi mau hopena i ka hāʻawi ʻana i ka hana nui, akā ʻo ke kūlana maoli naʻe, ʻo ka inclusiveness o kēlā me kēia mākeke kaʻa ʻoi loa ka palena ʻole ma mua o ka manaʻo.

ʻO Lucid, ka mea i kākoʻo ʻia e nā tycoons kūloko i ka Middle East, ʻaʻole hiki ke hoʻololi i kāna kumukūʻai ponoʻī ʻoi aku ka kiʻekiʻe ma mua o kāna loaʻa kālā.Hoʻopaʻa ʻia ʻo Rivian e ka hoʻopau ʻana i ke kaulahao.ʻO nā hui like ʻole e like me ka hana pū ʻana i nā kaʻa uila…

ʻO nā pūʻali koa hou o waho e like me Canoo a me Fisker a mākou i ʻōlelo ai i kekahi manawa, ma waho aʻe o ka hoʻohana ʻana i nā hiʻohiʻona hou e hoʻomāʻona i ka makemake o ka poʻe nānā aku, inā he mea maikaʻi ke loaʻa kahi OEM a i ʻole ke kūkulu ʻana i hale hana no ka hana nui, ʻaʻole i hana ʻia. a hiki i keia manawa.Aia kekahi ʻōlinolino o ka nūhou maikaʻi ʻokoʻa mai ka mua.

He mea lapuwale ke wehewehe ʻana i ko lākou kūlana i kēia manawa me ka "hulu moa ma nā wahi a pau".Akā ke hoʻohālikelike ʻia me ka "Wei Xiaoli" o Kina, he mea paʻakikī loa ke noʻonoʻo i kahi huaʻōlelo maikaʻi aʻe e wehewehe ai.

Eia kekahi, ua hoʻolei aku ʻo Elon Musk i kāna mau manaʻo i ka lehulehu ma mua o hoʻokahi: Loaʻa iā Lucid lāua ʻo Rivian ke ʻano o ka banekorupa.Inā ʻaʻole lākou e hoʻololi nui, e pau lākou i ka panakalupa.E nīnau mai iaʻu, hiki anei i kēia mau hui ke huli aʻe?

He ʻokoʻa paha ka pane mai ka ʻoiaʻiʻo.ʻAʻole hiki iā mākou ke hoʻohana i ka wikiwiki o ka loli o nā hui kaʻa Kina e loiloi i ka wikiwiki o ka loli i ka ʻoihana kaʻa honua.ʻO kēia mau pūʻali koa ʻAmelika hou e kali nei i kahi manawa e komo ai i ka mākeke e hūnā i kā lākou mau ʻāpana kūʻai kūʻē i ka mākeke.

Akā makemake wau e manaʻoʻiʻo i ka hoʻopunipuni i hana ʻia e ka ʻoihana ikehu hou he mea hoihoi loa.E like me ka mākeke kaʻa Kina i kēlā manawa, i mea e hoʻonui ai i ke kapikala, pehea lā e hiki ai i nā speculators e makemake nui e hoʻāʻo i ka mahalo i ka mākeke.

E like me ka wā ma mua a ma hope o ka Los Angeles Auto Show i Nowemapa, ʻo Fisker, ka mea i loaʻa ʻole ka nūhou no ka manawa lōʻihi, ua hoʻolaha kūkala ʻia ʻo kāna kumu hoʻohālike SUV maʻemaʻe mua loa, ʻo ka Moana, ua hoʻokomo ʻia i loko o ka hana e like me ka mea i hoʻonohonoho ʻia ma ka hale kanu kalapona ʻo Magna ma. Graz, ʻAuseturia.

Mai ʻAmelika Hui Pū ʻIa a hiki i ka honua, hiki iā mākou ke ʻike i ka ulu ʻana o nā pūʻali hana kaʻa hou e like me nā halo ma hope o ka ua.

Ua hoʻokuʻu ʻia ke kumu hoʻohālike hou o ka hui hoʻomaka ʻAmelika ʻo Drako Motors-Dragon;ma hope o ACE a me Jax, ua hoʻolaha ʻo Alpha Motor Corporation i ka huahana uila hou ʻo Montage;Hoʻomaka ʻia ma kahi kaʻa maoli no ka manawa mua…

Ma ʻEulopa, ua hoʻokuʻu kūhelu ka mea hana kaʻa ʻo Scottish Munro i kāna Munro Mark 1 i hana nui ʻia a hoʻonoho iā ia ma ke ʻano he kaʻa uila maʻemaʻe.ʻumi tausani.

Munro Mark 1

Me kēia kūlana, ʻaʻohe mea e manaʻo ai ko waho o ka honua, hoʻokahi wale nō koʻu manaʻo ua like kēia manawa me kēlā manawa, a ua hoʻomanaʻo ʻia ka haunaele ma Kina i nā makahiki he nui aku nei.

Inā ʻaʻole i hoʻololi kēia mau pūʻali koa hou a puni ka honua i nā waiwai, a laila e hoʻomau ka "make he reincarnation" i ke kanu ʻana i ke ahi o ka deflagration i kēia hōʻike hōʻike kaʻa hou.

Piliwaiwai me ke kapikala, auhea ka hopena?

ʻOiaʻiʻo, ʻo 2022 ka makahiki mua i komo ai ka mākeke kaʻa kaʻa hou o Kina i kahi hoʻomohala olakino.Ma hope o ka nānā ʻana i mua o ka loaʻa ʻana o nā pihi no nā makahiki he nui, ua hoʻopau maikaʻi ka ʻoihana kaʻa o Kina i ka mana a me ke alakaʻi ʻana i ke ʻano maʻamau o ka ʻoihana.

ʻO ka electrification i alakaʻi ʻia e nā pūʻali hou ua luku a kūkulu hou i nā kānāwai kūlohelohe o ka ʻoihana holoʻokoʻa.ʻOiai e hakakā mau ana ka mākeke komohana me ka pupule o Tesla, ua komo nā hui hou e alakaʻi ʻia e "Wei Xiaoli" i ʻEulopa a me nā wahi ʻē aʻe i kēlā me kēia.

I ka ʻike ʻana i ka piʻi ʻana o ka mana o Kina, ʻo ka poʻe ʻē aʻe me ka ʻono ʻono e hahai pono ana ma hope.A ua alakaʻi kēia i ka manawa nui o ka piʻi ʻana o nā mana honua hou e like me ka mea i wehewehe mua ʻia.

Mai ʻAmelika Hui Pū ʻIa a hiki i ʻEulopa, a me nā mākeke kaʻa ʻē aʻe, me ka hoʻohana ʻana i nā āpau i hiki ʻole ai i nā ʻoihana kaʻa kuʻuna ke huli i ka manawa kūpono, ke puka mai nei nā ʻoihana kaʻa e kū nei i kahi kahawai pau ʻole e hopu i nā manawa mākeke.

Akā ʻo ka ʻōlelo hoʻokahi, ʻo nā hoʻolālā āpau me nā kumu haumia e hoʻihoʻi ʻia e ka mākeke.No laila, ʻo ka hoʻoholo ʻana a me ka wānana ʻana i ka hoʻomohala ʻana o nā pūʻali koa o waho e pili ana i ko lākou kūlana i kēia manawa, ʻaʻole ia he kumuhana me ka pane maopopo.

ʻAʻole mākou e hōʻole i ke alo o nā ʻano ʻoihana nui, aia mau ka poʻe hou i pōmaikaʻi i ka makemake ʻia e ka mākeke kapikala.Ua lanakila ʻo Lucid, Rivian a me nā pūʻali hou ʻē aʻe i hōʻike mau ʻia ma lalo o ke kukui o kekahi mau mea nui, ʻo ia ka mālama mua i hāʻawi ʻia e kēia mākeke.

I ka nānā ʻana i nā ʻāina ʻē, ua hānau ʻia kahi pūʻali koa hou i hoʻolaha ʻia ma ʻAmelika Hui Pū ʻIa ma Asia Hikina Hema.

ʻO "Vietnam Evergrande" ka inoa kapakapa o kēia hui kaʻa i kapa ʻia ʻo Vinfast.Pehea ka maʻa o ka hoʻomaka ʻana i ka waiwai a hilinaʻi i ke ʻano ʻano ʻino o "kūʻai, kūʻai, kūʻai".

Eia naʻe, i ka wā i hoʻolaha ai ʻo VinFast i ka lā 7 Dekemaba ua hāʻawi ʻo ia i nā palapala hoʻopaʻa inoa IPO i ka US Securities and Exchange Commission (SEC), a hoʻolālā e papa inoa ma Nasdaq, a ua huki ʻia ke code stock "VFS", ʻo wai ka mea hiki ke ʻōlelo i kēlā poʻe makemake. no ka holomua wikiwiki Hiki i nā pūʻali hou ke loaʻa i ka wā e hiki mai ana.

Mai ka makahiki 2022, ua ʻike ʻia ke ʻano makaʻala o ke kapikala i ka ʻoihana ikehu hou mai ka emi ʻana o ka mākeke o "Wei Xiaoli".

I loko o ka pōʻeleʻele manawa mai Iulai 23 a Iulai 27 i ka waena o kēia makahiki wale nō, Weilai ka waiwai kuai evaporated e 6.736 ieeeea?

Mai ia manawa, ʻo ka lepili ʻike i loaʻa i ka mana piha ua lilo ia i mea paʻakikī i kēlā mau hui kaʻa e hilinaʻi nui nei i ke kālā e ola ai.

I nā huaʻōlelo ʻē aʻe, mai kāna papa inoa ʻana, ʻo ka mea i kapa ʻia ʻo 10 billion valuation e lilo wale i uila i loko o ka pā.Me ka ʻole o ka hana ʻenehana ikaika a me ka superposition kūʻai bullish, pehea e hiki ai i ke kapikala ke hoʻomanawanui.No kekahi manawa, ma ke kaʻina hana hoʻomohala e hele mālie nei, ma waho aʻe o ka holoi ʻia ʻana e ka ʻoiaʻiʻo, ʻaʻole maʻalahi ka hoʻomaʻamaʻa hou ʻana a hāʻawi i ke kākoʻo.

ʻO ia nō ka hihia no "Wei Xiaoli", ka mea i hele ma waena o nā māla maina mākeke.Ma hea kahi e hilinaʻi ai ka poʻe hou e hoʻāʻo nei e hao i ka mākeke?

ʻO Vinfast kekahi o nā mea maikaʻi loa, akā inā makemake ʻo ia i ka hoʻololi ʻana o ka ʻoihana kaʻa, a makemake paha e lawe pono i ka nalu wela o ka mākeke o kēia manawa e loaʻa kālā i ka mākeke kapikala, pehea lā e ʻike ʻole ai kekahi me ka maka ʻike.

Ma ke ala like, i ka wā i hoʻāʻo ai ka hui kaʻa Turkish TOGG e papa inoa iā Kelemania i kāna huakaʻi mua ma waho, ʻo Lightyear, kahi hui hoʻomaka kaʻa uila mai Netherlands mai, ua hoʻokuʻu me ka hopohopo i ke kaʻa uila uila Lightyear 0, a me ka Farani hou. kaʻa kaʻa ʻo Hopium Ua hoʻokuʻu ʻia ke kaʻa ʻaila hydrogen mua ʻo Hopium Machina ma ka Paris Motor Show.Ua koho ka hui kaʻa uila Polani ʻo EMP e hui pū me Geely e kūkulu i kahi kaʻa uila maʻemaʻe ma lalo o ka brand IZERA me ka hoʻohana ʻana i ka hale ākea SEA.ʻIke mau ʻia kekahi mau mea.

I kēia manawa, ʻaʻa ka poʻe hoʻokūkū e like me Lucid e komo i Kina a hoʻomaka i ka hoʻopaʻa ʻana i nā limahana, a i ʻole e hoʻolālā e komo i Kina i kekahi manawa i ka wā e hiki mai ana.No ka nui o ko lākou nānā ʻana i mua, ʻaʻole lākou e hoʻololi i ka ʻoiaʻiʻo ʻaʻole pono ʻo Kina i nā hui ikehu hou he nui, ʻaʻohe pono o nā pūʻali hou o nā ʻāina ʻē e manaʻo nei iā Tesla he hoa paio akā ʻaʻohe inoa hoʻokūkū.

I nā makahiki he nui i hala aku nei, ua pepehi ka mākeke kaʻa Kina i nā hui like ʻole, a ua ʻike lōʻihi ke kapikala i ka helehelena maoli o kēia mau speculators.

I kēia lā, i nā makahiki he nui ma hope, i ka wā e hoʻomau ai nā pūʻali hou o nā ʻāina ʻē i kēia loina ola, ke manaʻoʻiʻo nei au e pohā koke ana ka "huhū".

Ma hope koke iho, e hoʻihoʻi hope ʻia kekahi mea pāʻani me ke kapikala.


Ka manawa hoʻouna: Dec-16-2022