Niu Technologies (NIU) Q4 2022 Earnings Statement Statement Call

Lumelang mantsiboea 'me ke leboha tšehetso ea hau.Rea u amohela ho mehala ea moputso ea 2022 Q4 ea Mavericks.[Litaelo ho Opereishene] Ka kopo hlokomela hore seboka sa kajeno se ntse se rekotoa.
Joale ke rata ho fetisetsa kopano ho sebui sa kajeno, Wendy Zhao, Mookameli e Moholo oa Likamano tsa Batseteli ho Maverick Technology.ke kopa o tsoele pele.
Ke leboha motsamaisi.Lumelang bohle.Rea u amohela kopanong ea kajeno ea ho buisana ka liphetho tsa Niu Technologies' Q4 2022.Phatlalatso ea meputso, tlhahiso ea k'hamphani le tafole ea lichelete li behiloe webosaeteng ea rona ea Investor Relations.Pitso ea kopano e ntse e phatlalatsoa ka kotloloho webosaeteng ea likamano le batseteli ea k'hamphani, 'me rekoto ea mohala oa kopano e tla fumaneha haufinyane.
Ka kopo hlokomela hore puisano ea kajeno e tla ba le lipolelo tse lebeletsoeng pele tse entsoeng ho latela litokisetso tse sireletsehileng tsa boema-kepe tsa US Private Securities Litigation Reform Act of 1995. Lipolelo tse shebileng pele li kenyelletsa likotsi, ho se kholisehe, mehopolo le lintlha tse ling.Liphetho tsa 'nete tsa k'hamphani li ka fapana hantle le tse phatlalalitsoeng kajeno.Lintlha tse ling mabapi le mabaka a kotsi li kenyelelitsoe litokomaneng tsa sechaba tsa khamphani le Securities and Exchange Commission.Khampani ha e itlame ka boitlamo leha e le bofe ba ho ntlafatsa liphatlalatso leha e le life tse lebeletsoeng pele, ntle le ha ho hlokoa ke molao.
Phatlalatso ea rona ea boralitaba ea P&L le mohala ona o kenyelletsa puisano ea likhakanyo tse itseng tsa lichelete tseo e seng tsa GAAP.Phatlalatso ea boralitaba e na le litlhaloso tsa mehato ea lichelete eo e seng ea GAAP le poelano ea GAAP ho liphetho tsa lichelete tseo e seng tsa GAAP.
Kajeno, Dr. Li Yan, Mookameli oa rona e Moholo, le Mofumahali Fion Zhou, Mookameli oa rona oa Lichelete, ba ile ba ikopanya le 'na ka mohala.Joale e re ke fetele phephetso ho Jan.
Re leboha bohle ka ho kenela pitso ea rona ea kopano kajeno.Karolong ea bone ea 2022, thekiso e felletseng e ne e le li-unit tse 138,279, ho theohile ka 41.9% ho tloha selemong se fetileng.Haholo-holo, thekiso 'marakeng oa Chaena e fokotsehile ka 42.5% selemo le selemo ho ea ho li-unit tse ka bang 118,000.Lithekiso limmarakeng tsa mose ho maoatle li theohile ka 38.7% ho isa ho li-unit tse 20,000.
Kakaretso ea lekeno bakeng sa kotara ea bone e ne e le li-yuan tse limilione tse 612, ho theohile ka 38% ho tloha selemong se fetileng.Sephetho sena se felisa selemo se felletseng sa lichelete sa 2022, selemo sa liteko tse kholo ho rona.Kakaretso ea thekiso e ne e le li-unit tsa 831,000, tse theohileng ka 19.8% ho tloha selemong se fetileng.Kakaretso ea chelete ea selemo e ne e le li-yuan tse limilione tse likete tse 3.17, e theohile ka 14.5%.
Hona joale, haholo-holo khoebo ea rona 'marakeng oa Chaena, e tobane le meea e sa tsitsang e bakiloeng ke ho hlaphoheloa ho tloha COVID le ho phahama ha litheko tsa betri tsa Li-ion ho qala karolong ea bobeli ea 2022. Kakaretso ea thekiso 'marakeng oa Chaena e theohile ka 28% selemo le selemo ho pota. 710,000 diyuniti.Lekeno lohle la rona 'marakeng oa Chaena le tla fokotseha ka hoo e ka bang 19% ho isa ho li-yuan tse ka bang limilione tse likete tse 2.36 ka 2022. Ha se feela hore ho tsoha hape ha COVID ho sitisitse tlhoko ea mmaraka, empa ho hlahisoa ha lihlahisoa tse' maloa ho boetse ho liehile ka lebaka la ho koaloa ha khoeli nako e telele Shanghai.Setsi sa rona sa R&D se teropong.Re ke ke ra khona ho tsebisa lihlahisoa tse 'maloa tsa bohlokoa ho fihlela Loetse 2022, e leng se tla etsa hore thekiso e hloloheloe.
Ntle le litšitiso tse bakoang ke COVID, re boetse re tobane le meea e matla ka lebaka la litheko tse ntseng li phahama tsa betri ea lithium.Ho tloha ka Hlakubele 2022, theko ea lisebelisoa tse tala bakeng sa libeteri tsa lithium-ion e nyolohile haholo ka hoo e ka bang 50%, e fokotsa haholo ho kenella ha mabili a mabeli a motlakase a nang le libeteri tsa lithium-ion 'marakeng oa China.Ho eketseha ha litheko ho re ama haholo hobane boholo ba li-scooter tsa rona tsa motlakase li sebelisa libeteri tsa lithium-ion.
Ho boloka maemo a bophelo bo botle, re ile ra tlameha ho nyolla litheko ka karolelano ea 7-10% le ho ntlafatsa motsoako oa lihlahisoa tsa rona ho hlahisa lihlahisoa tsa boleng bo holimo ho qala kotareng ea bobeli ea 2022. Kahoo, ntle le kotara ea pele ea 2022, ha re fihlela kholo ea selemo le selemo, thekiso karolong ea bobeli, ea boraro le ea bone ea 2022 e ne e theohile ka 25-40% selemo le selemo ka lebaka la phello ea lithium.Litheko.
Ha re kena 'marakeng oa rona oa machabeng, 2022 e bone kholo e matla,' me thekiso e nyolohile ka 142% selemo le selemo ho isa ho li-unit tse ka bang 121,000, 'me lekeno la scooter le nyolohile ka 51% selemo le selemo ho isa ho li-yuan tse limilione tse 493.Karolo e nyane ea micromobility, haholo li-scooters, e bile eona mokhanni o moholo oa ts'ebetso ena, 'me ho rekisitsoe likarolo tse fetang 100,000.
Leha ho le joalo, thekiso ka sehlopha sa mabili a mabeli a motlakase e theohile ka 46% le li-unit tsa 18,000 tse rekisoang ka 2022. Ho fokotseha ha thekiso ea likoloi tse peli tsa motlakase ho ne ho bakoa haholo ke ho koaloa ha 'maraka oa lichelete, kaha boholo ba basebetsi ba lichelete ha baa ka ba bokella chelete e eketsehileng bakeng sa ho atolosa. .Ho oa ha 'maraka oa setoko ho lebisitse ho theoheng ha thekiso ea li-unit tse fetang 11,000, e leng karolo ea hoo e ka bang 70% ea kakaretso ea thekiso e theohileng marakeng a mose ho maoatle a mabili a mabeli a motlakase.
Hona joale 'maraka oa rona oa mose ho maoatle, joalo ka' maraka oa Chaena, o boetse o tobane le bothata ba ho potlaka ha theko ea betri ea lithium.Ho phahama ha litheko tsa betri ea lithium, ho kopantsoe le kananelo ea euro le dollar, ho re qobelletse ho eketsa litheko tsa rona tsa thekiso ka karolelano ea 22% 'marakeng oa Europe, moo pele re neng re rekisa 70% ea libeteri tsa rona tse peli tsa motlakase.– mabili.Ho phahama ha litheko ho amme thekiso ea lithuthuthu tsa rona tsa motlakase mebarakeng ea bareki, haholo-holo Europe.
Kaha joale re hetla morao selemong se fetileng, liphetoho tsa matla a 'maraka li bile le phello e mpe haholo mesebetsing ea rona.Chaena, litheko tse ntseng li phahama tsa libeteri tsa lithium li khutlisitse ho kenella ha lithium-ion 'marakeng oa e-baesekele le lithuthuthu,' me li kentse lihlahisoa tsa rona tsa ho kena, tse etsang karolo ea 35% ea thekiso ea rona ka 2021, 'me ha li na tlhōlisano. marakeng.'maraka ona.
Mmarakeng oa machaba, ntle le ho phahama ha libeteri tsa lithium-ion, 'maraka oa setoko o koalehile ha e le hantle o ikarabella bakeng sa zero ho isa ho karolo ea boraro ea thekiso ea rona ea mabili a mabeli a motlakase, kapa ho feta halofo ea lekeno la rona la mabili a mabeli a motlakase.Ha re hlokomela hore ha ho le e 'ngoe ea liphetoho tsena e ka bang ea nakoana, re se re qalile ho etsa liphetoho tsa leano ho ikamahanya le maemo a fetohang a' maraka ka 2022. Litokiso tsena li nka nako 'me li tla baka litšitiso tsa nako e khuts'oane ka 2022, empa li tla etsa bonnete ba hore nako e telele e phahame. - kgolo ya boleng.
Taba ea pele, mabapi le nts'etsopele ea lihlahisoa 'marakeng oa Chaena, re fetisitse maikutlo a R&D ho mehala ea lihlahisoa tsa maemo a holimo, e leng lihlahisoa tsa Mavericks le mela e holimo ea lihlahisoa tse reriloeng.Ka 2021, re tla shebana haholo le lihlahisoa tsa boemo ba ho kena 'marakeng o moholo, re nka monyetla ka theko e tlase ea libeteri tsa lithium-ion.Leha ho le joalo, leha lihlahisoa tsena tsa boemo ba ho kena li kentse letsoho kholong ea lekeno la nako e le 'ngoe, li bile le phello e mpe moemong o felletseng ka mor'a keketseho ea theko ea betri ea lithium.Temohelo e eketsehileng ea bareki e na le bothata ba sebaka se khuts'oane sa "mileage" le setšoantšo sa lebitso.
Ka 2022, re ile ra fetola leano la rona la nts'etsopele ea lihlahisoa mme ra tsepamisa maikutlo ho lihlahisoa tsa theko e phahameng le ea mahareng.Re boetse re hlahisitse libeteri tsa graphite lead-acid bakeng sa mefuta ea rona ea libaesekele tsa mahareng tsa mahareng le lithuthuthu, ho re lumella ho eketsa mefuta le ho fokotsa litšenyehelo.Sehlahisoa sa rona sa maemo a holimo se re lumella ho eketsa phaello ho matlafatsa boemo ba rona ba marang-rang, athe mohala oa rona oa lihlahisoa tse bohareng o re lumella ho kopanya bokhabane ba moralo le likarolo tse sebetsang ka theko e tlase.
Ho totobatsa seo re se finyeletseng ho nts'etsopele ea lihlahisoa ka 2022, ke rata ho bolela phetoho ea nako e telele ea SQi le UQi+ e ncha 'marakeng oa maemo a holimo.SQi ke mpho ea rona e ntle ka ho fetisisa 'marakeng oa e-baesekele.Moralo o mocha le theknoloji e tsoetseng pele ea thepa ka theko ea li-yuan tse fetang 9,000.Lithuthuthu tsa Straddle tse kang SQi li amohetsoe hantle ke 'maraka hoo bareki ba tlamehang ho ema likhoeli tse hlano ho isa ho tse tšeletseng pele ba fihla.
NIU UQi+ ke tlatsetso ea morao-rao lethathamong la rona la Niu leo ​​re le ratang ka ho fetesisa.NIU UQi+ Ka moralo o ntlafalitsoeng oa mabone, taolo e bohlale, moruo oa likoloi le likarolo tse ling tsa botho, UQi+ e hohetse tlhokomelo e ngata mme e hlahisitse mekhoa e atileng ea mecha ea litaba ea sechaba ho tloha ha e qala, 'me e na le likarolo tse ka bang 50,000 tse laetsoeng lekhetlo la pele ka Pherekhong feela.Karabelo ena e ntle ke bopaki ba boetapele ba mofuta oa rona, bokhoni le tlhahiso ea lihlahisoa, 'me re rera ho lokolla lihlahisoa tse ling tse khahlisang kotareng ea bobeli ea 2023.
Hona joale re na le letoto la 2022 V2 le G6 letotong la bohareng ba marang-rang.V2 ke e-baesekele e nang le moralo o fokolang empa e kholoanyane.Sena se ka bang 10-30% ho feta G2 le F2 e tsebahalang eo re e qalang ka 2022, 2020 le 2021. G6 ke sethuthuthu sa motlakase se bobebe se nang le matla a atolositsoeng a betri le betri ea graphite-lead-acid e nang le mefuta e mengata ho feta. Lik'hilomithara tse 100 ka tefiso e le 'ngoe.
Leha lihlahisoa tsohle tsa rona tse lokollotsoeng mafelong a Loetse li ile tsa fetoa ke nako ea tlhoro ntle le G6, lihlahisoa tse sa tsoa hlahisoa li ile tsa ikarabella ho feta 70% ea thekiso kotareng ea bone, likhoeli tse tharo feela kamora ho qala.E boetse e thusa ASP ea rona ho hola ka 15% ka tatellano ho Q4 2022. Ho isa bohōleng bo itseng, sena ke [se sa utloahaleng] mosebetsi oa rona oa tokiso ea leano, re shebane le lihlahisoa tse kopantsoeng tsa boleng bo holimo.Re ntse re fokotsa butle-butle sephetho sa ho nyoloha ha litheko tsa betri ea lithium-ion le ho qala ho fokotsa likhahla tse felletseng.
Hona joale, ka ho hlahisoa ha lihlahisoa tsa premium tsa SQi, NIU UQi + e boetse e fetola leano la eona la ho bapatsa hore e shebane le sehlahisoa le basebelisi.Sena se entse hore ho be le phaello e ntlafetseng ea matsete a rona a ho bapatsa 'me ho boetse ho re thusa ho tsoela pele ho holisa lets'oao.Mohlala, matšolo a ho bapatsa a 2022 a amanang le ho tsebisoa ha lihlahisoa tsa rona tse ncha tsa SQi le UQi+ a fihletse maikutlo a limilione tse likete tse 1.4 lipolaneteng tsohle.
Re boetse re thakhotse Lenaneo la Mavericks Innovation Ambassador, e leng mokokotlo oa leano la rona la ho bapatsa le shebaneng le basebelisi, 'me ra mema basebelisi ba Mavericks le ba susumetsang ba fetang 40 ho theha le ho tšoara liketsahalo tsa lehae le Mavericks.Ka nako ya Mohope wa Lefatshe wa 2022, re ile ra bokella manqosa a Mohope wa Lefatshe ho tla shebella lenaneo le letjha la scooter le bontshang discooter tse kgabisitsweng ka dikarolo tsa Mohope wa Lefatshe.Ka libeke tse peli feela, li-scooter tse hlahisitsoeng li se li phahamisitse pono ea limilione tse 3.7 mecheng ea litaba ea sechaba ea China.
Hona joale, limmarakeng tsa rona tsa machaba, leano la rona le fapane 'me lilemong tse peli tse fetileng potefolio ea lihlahisoa tsa rona e atolohile ho feta li-wheeler tse peli tsa motlakase, e ntseng e eketseha ho ea ka libaka ho feta limmaraka tsa bohlokoa tsa Europe.Leano lena le bile le katleho ea pele mabapi le kholo ea lihlahisoa tse ncha ka 2022, 'me mebaraka e mecha e ile ea fokotsa ho putlama ha 'maraka oa mabili a mabeli a motlakase le ho ntlafatsa matsete a pele ho lihlahisoa tse ncha le mebaraka e mecha [e sa utloahaleng].
Mabapi le ho holisa mefuta ea lihlahisoa, re fihletse likatleho tsa pele lefapheng la li-scooter tsa motlakase ka 2022. Re tsebahalitse sehlopha sena kotareng ea ho qetela ea 2021, 'me ho tloha ka nako eo re sebelisitse leano la ho fana ka sephutheloana sa "lour's scooter portfolio" ho sehlahisoa sena sa pele se nang le kananelo ea lebitso ho marakeng.Re qala ka litheko tsa lihlahisoa tsa pele ho tloha ho $800 ho isa ho $900.le lihlahisoa tse theko e tlaase tsa theko e pakeng tsa $300 le $500.Leano lena le ile la lebisa ho holeng ha molumo butle qalong, empa la thusa hore lets'oao le ikemisetse sehlopheng se secha.
Niu o hapa Khau ea Riders Choice 2023 bakeng sa k'hamphani e ntle ka ho fetisisa ea scooter ho tsoa Micromobility World.Sehlahiswa sa rona sa thekenoloji e phahameng, K3, le sona se akareditswe ke tse ding tsa boramahlale ba diphatlalatso tse kang TomsHard [Phonetic], TechRadar le ExTaca [Phonetic].
Mabapi le liteishene tsa thekiso, re boetse re nkile mokhoa oa mohato ka mohato ka ho qala sehlopha sa scooter pele, re shebane le liteishene tsa marang-rang tse kang Amazon.Nakong ea ketsahalo ea Amazon Prime Day 2022, mehlala ea rona ea scooter e behile 1st le 2nd lenaneng la barekisi ba Amazon linaheng tse 'maloa tsa Europe le Amerika Leboea.Ho sebelisa matla a mocha oa marang-rang, re ile ra qala ho kenya marang-rang a maholo a thekiso ea marang-rang a kang MediaMarkt Europe le Best Buy ho US ho fihlela halofo ea bobeli ea 2022. Re lumela hore mekhoa ena, le hoja e lieha ho tloha, e na le motheo o tiileng. bakeng sa kholo e tsitsitseng ka 2023 le ho feta.
Hona joale, karolong ea katoloso ea libaka tšimong ea likoloi tse peli tsa motlakase, re bona menyetla ea ho hōla 'marakeng oa Asia Boroa-bochabela, haholo-holo Thailand, Indonesia le Nepal.Re ntse re tsoela pele ho sebetsa ka thata ho atolosa 'maraka oa Asia Boroa-bochabela, ka tšepo ea ho susumetsa mokhoa oa ho tloha ho lipalangoang tse tloaelehileng tse tsamaisoang ke mafura ho ea ho tse peli tsa motlakase.Limmarakeng tsena tse ntseng li hola ka potlako Asia Boroa-bochabela, re ekelitse lebenkele la rona mme ra theha marang-rang a pharalletseng a thekiso le balekane ba lehae.
Ka 2022, nakong ea kopano ea G20 Bali, lihlahisoa tsa Niu li tla fana ka li-scooters tsa motlakase bakeng sa Sepolesa sa Naha sa Indonesia ho tšehetsa lipalangoang tse tsitsitseng tsa mmuso oa lehae.Hona joale, ka lebaka la boiteko bona, thekiso ea mabili a mabeli a motlakase 'marakeng oa Asia Boroa-bochabela e nyoloha hoo e ka bang 60% selemo le selemo.
Qetellong, joalo ka batšehetsi ba bophelo bo tsitsitseng, re ikemiselitse ho fa bareki ba rona likoloi tse bohlale tsa toropo tse se nang tikoloho ho thusa ho fokotsa sebaka sa rona sa tikoloho.2022 ke selemo se seng seo ka sona re ikemiselitseng ho thusa indasteri eohle ea mabili a mabeli ho nts'etsapele ka tsela e baballang tikoloho.Selemong sena re phatlalalitse tlaleho ea rona ea pele ea ESG.Ho fihlela joale, lintlha tsa maeto tse bokellaneng li fihlile lik'hilomithara tse limilione tse likete tse 16, ho bolelang hore lik'hilograma tse limilione tse likete tse 4 tsa khabone li fokotsehile ha li bapisoa le likoloi tse ngata.
Ho tsoela pele ho phatlalatsa molaetsa oa ho aha bokamoso bo botala ka thekenoloji, re ile ra qala ReNIU, morero oa ts'ebetso ea lefats'e ka bophara, nakong ea Letsatsi la Lefatše la 2022. Letšolo lena le kenyelletsa tlhoekiso ea Letsatsi la Lefatše la lefats'e le bokellang basebelisi ba bacha lik'honthinenteng tse 'nè ho hloekisa polanete.Libaka tsa sechaba, ho kenyeletsoa libaka tse kang Bali, Antwerp le Guatemala.Ho tšoarella esale ho le khubung ea mofuta oa rona ho tloha ha o qala, 'me re motlotlo ka ho ba le tšusumetso e ntle boitlamo ba rona ba ho tšoarella le basebelisi ba rona.
Kaha joale 2022 e fetile, re na le tšepo ea hore liphetoho tsa leano tseo re li entseng ka 2022 li tla tsosolosa kholo ka 2023 'me li tla qala ho ba le phello e ntle karolong ea bobeli ea 2023. Selemo le selemo, ha ho bapisoa le liphetoho tsa theko ea pele karolong ea pele ea 2022, kotara ea rona ea pele ea 2023 e ntse e tsoela pele ho bontša matšoao a ho angoa hampe ke keketseho ea litheko le tieho ea tlhahiso ea lihlahisoa, eo re lebelletseng ho khutla kotareng ea bobeli.Hona joale, ka leano la nts'etsopele ea sehlahisoa, ho etsa lets'oao le ho bapatsa, le ho holisa liteishene tsa thekiso, re lumela hore re ka qala kholo ea selemo le selemo mebarakeng ea China le mose ho maoatle ka 2023.
Hona joale, haholo-holo 'marakeng oa Chaena, re tla tsoela pele ka boeta-pele ba rona ka ho tsamaisa kholo ea boleng ka lihlahisoa tse ncha karolong e bohareng ea boemo bo phahameng, re shebane le ho bapatsa ho shebaneng le basebelisi ho ntlafatsa ROI le katleho ea thekiso.e tšoanang - mabenkele a 3000+ a franchise.Mabapi le lihlahisoa, ho tloha karolong ea bobeli ea selemo sena, re na le merero ea lihlahisoa tse 'maloa tsa bohlokoa Chaena.Mehala ena ea lihlahisoa e tla shebana le letoto le phahameng la ts'ebetso ea Niu le Gova, ho tloha ho lithuthuthu tse sebetsang hantle joalo ka lithuthuthu ho isa pheletsong e phahameng le libaesekele tsa motlakase tsa China tse bohareng, NCM lithium battery powertrain platforms, SVs tsa rona.[Phonetic] libetri tsa lithium bakeng sa libeteri tsa asiti ea lead ea graphite.Re qalile ho hlahisa lihlahisoa tsena ka 2022 mme li tla lokolloa ka kemiso kotareng ea bobeli ea 2023.
Hona joale, re susumetsoa ke tlhahiso e ikhethang le e fapaneng ea sehlahisoa, re ntse re tsoela pele ho tsepamisa maikutlo ho etseng Mavericks mofuta o etelletseng pele oa bophelo ba litoropong, k'hamphani e fetang lihlahisoa tsa rona.Ntle le maqheka a rona a ho bapatsa ka lihlahisoa tsa rona le tse shebaneng le basebelisi, re boetse re rera ho holisa lenaneo la rona la ho etsa marang-rang ka mefuta e nang le lebelo le ts'oanang la bophelo.Ka 2022, re atlehile ho qala litšebelisano 'moho le li-brand tse itlhommeng pele tsa bophelo lefatšeng tse kang Razer le Diesel mme ra theha lihlahisoa tse kopaneng le molekane e mong le e mong, mme re rera ho ntšetsa pele mofuta ona o atlehileng ka 2023.
Hona joale, mabapi le liteishene tsa thekiso, re thakhotse mehato ea ho holisa thekiso ea lebenkele le le leng kotareng ea bone ea 2022, 'me re nka mabenkele a litene le seretse e le libaka tsa bohlokoa bakeng sa lipontšo tsa lifofane, likoloi tsa liteko le lits'ebeletso tsa morao-rao tsa thekiso.Re ts'ehetsa mabenkele a kantle ho marang-rang a nang le lintlha tse hlahisoang inthaneteng.Ka mokhoa ona oa O2O, re khona ho fa basebelisi ba rona boiphihlelo bo betere ba pele ho thekiso le kamora ho rekisa le ho eketsa thekiso mabenkeleng a rona a mabenkele.
Re boetse re qalisitse morero oa ho bebofatsa le ho tiisa lipeakanyo tsa lebenkele le thepa ea ho bapatsa bakeng sa lebenkele le leng le le leng e le ho theha setšoantšo sa mofuta oa boleng bo holimo.Ho phaella moo, re na le moralo oa digital oa ho thusa mabenkele ho bontša lihlahisoa tsa bona le ho haha ​​​​li-platform, e leng se lebisang ho eketseha ha sephethephethe le litekanyetso tse ka 'nang tsa fetoha.Maiteko ana a tla thusa mabenkele a fetang 3,000 ho fihlela kholo e tsitsitseng ea boemo ba mabenkele.
Hona joale, mabapi le mebaraka ea machaba, re tla tsoelapele ho tsepamisa maikutlo holim'a leano la rona la ho fapanyetsana ho latela potefolio ea lihlahisoa le katoloso ea libaka.Maiteko ana a mefuta-futa lilemong tse peli tse fetileng a tla qala ho kenya letsoho haholo kholisong ea lekeno le meputso.Pele ho tsohle, sehlopheng sa li-micro-movements, 2022 e tla ba le sekhahla se phahameng sa kholo, 'me thekiso ka 2022 e tla eketseha ka makhetlo a ka bang 7.Ka 2022, re tla tsoelapele ho nts'etsapele likarolo tse nyane, ho aha sethala sa lihlahisoa tse felletseng, le ho theha liteishene tsa thekiso le balekane ba mabenkele ba kang Best Buy le MediaMarkt, ka bobeli inthaneteng le kantle ho naha.Ka 2022, re rera ho tsoela pele ho ntlafatsa mohala oa rona oa sehlahisoa sa scooter ho holisa mefuta e mengata ea lihlahisoa bakeng sa basebelisi ba rona.
Hona joale, ho phaella ho li-scooters, re sa tsoa tsebisa ka molao BQi C3 e-baesekele ea rona ea pele 'marakeng oa US ka March 2023. BQi C3 ke ebike ea li-betri tse peli tse nang le libeteri tse peli tse bobebe tse nkeloang sebaka, tse fanang ka sebaka se phahameng sa lik'hilomithara tse fetang 90.Kaha joale re thehile marang-rang a matla a thekiso selemong se fetileng, BQi C3 e tla rekisoa mabenkeleng a fetang 100 a Best Buy a US le marang-rang, ka merero ea ho e rekisa Canada haufinyane.
Joale, ha re qala ho tsetela 'marakeng oa micromobility ho tloha ka 2020, re na le ts'epo ea hore metheo e behiloeng lilemong tse tharo tse fetileng mabapi le kaho ea lets'oao, motsoako oa lihlahisoa le kaho ea likanale e tla tsamaisa kholo e potlakileng ka 2023 mme e tla kenya letsoho haholo ho lekeno le. phaello.
Hona joale, sehlopheng sa mabili a mabeli a motlakase, re na le tšitiso ka lebaka la ho koaloa ha 'maraka oa ho arolelana ka 2022. Re lebeletse ho khutlela tseleng ea ho hōla ka potlako ka 2023 ka ho atolosoa ha lihlahisoa le ho atolosoa ha libaka.Mabapi le lihlahisoa, re rera ho qala lihlahisoa tsohle tse ncha tse sebetsang hantle joalo ka sethuthuthu sa motlakase sa mabili a mane sa RCi ho qothisana lehlokoa le phepelo ea mabili a mabeli a motlakase le ho fihlela tlhoko e akaretsang ea Europe.
Mabapi le katoloso ea libaka tsa Asia Boroa-bochabela, molemong oa ho ahella kholong e fihlelletsoeng ka 2022, re rera ho qala lihlahisoa le litharollo tse tšehetsang phaliso ea liteko ka ho sebelisana le basebetsi ba bangata ba ka sehloohong linaheng tse kang Indonesia le Thailand.Liteko tsena li se li ntse li tsoela pele 'me re lebeletse hore qetellong li tla re fa monyetla oa ho kena' marakeng oa Asia Boroa-bochabela, moo ho rekisoang lithuthuthu tse fetang limilione tse 20 tsa peterole selemo le selemo.
Kaha joale re kenya tšebetsong maano ana a kholo bakeng sa China le mebaraka ea machabeng, re lebelletse hore kakaretso ea thekiso ea rona e tla hola ho fihla ho li-unit tse limilione tse 1-1.2 ka 2023, ho nyoloha ka 20-45% ho tloha 2022.
Kea leboha Monghali Yang 'me le lumelise bohle.Ka kopo hlokomela hore phatlalatso ea rona e na le lintlha tsohle le lipapiso tseo u ka li hlokang, hape re kentse data ka sebopeho sa excel webosaeteng ea rona ea IR bakeng sa ho e sebelisa.Ha ke hlahloba liphetho tsa rona tsa lichelete, ntle le ha ho boletsoe ka tsela e 'ngoe, re bua ka lipalo tsa kotara ea bone' me lipalo tsohle tsa lichelete li ho RMB ntle le ha ho boletsoe ka tsela e 'ngoe.
Joalokaha Yang Gang a boletse, re tla tobana le mathata a mangata ka 2022. Kakaretso ea thekiso karolong ea bone e ne e le li-unit tsa 138,000, ho theosa le 42% ho tloha nakong e tšoanang selemong se fetileng.Haholo-holo, likoloi tsa 118,000 li ile tsa rekisoa 'marakeng oa Chaena, ha likoloi tsa 20,000 li rekisoa limmarakeng tsa mose ho maoatle.Limmarakeng tsa mose ho maoatle, re khonne ho boloka kholo ea selemo le selemo ea 15% ea thekiso ea scooter ho li-unit tse 17,000.
Kakaretso ea thekiso ka 2022 e tla ba likoloi tse 832,000, ho kenyeletsoa likoloi tse 711,000 'marakeng oa China le likoloi tse 121,000 mebarakeng ea mose ho maoatle.Le ha thekiso e akaretsang 'marakeng oa China e theohile ka 28% selemo le selemo, letoto la li-premium tsa Niu le Gova li kopantsoe feela 10%.Keketseho ea kholo mebarakeng ea mose ho maoatle e matla, thekiso ea scooter e ntseng e eketseha e nyolohetse ho li-unit tsa 102,000, 'me thekiso ea moped ea motlakase e theohile ka hoo e ka bang 45%, haholoholo ka lebaka la ho felisoa ha litaelo [tse tšepahalang] tsa ho arolelana, Yang Gang o hlokometse.
Kakaretso ea chelete ea kotara ea bone e ne e le li-yuan tse limilione tse 612, ho theohile ka 38% ho tloha selemong se fetileng.Ho theola lekeno la scooter ka maemo, lekeno la scooter 'marakeng oa China e ne e le li-yuan tse limilione tse 447, 35% e ka tlase ho eo re e qalileng ka leano la rona la ho tsepamisa maikutlo ho likarolo tsa premium le tsa mahareng.Letoto la ho qala la Gova le bakile 5% feela ea thekiso ea lapeng kotareng ea bone.Ka lebaka leo, karolelano ea theko ea thekiso ’marakeng oa Chaena e ile ea eketseha ka li-yuan [lentsoe] tse 378 314 selemo le selemo.Chelete e tsoang ho li-scooters tsa mose ho maoatle, ho kenyeletsoa li-scooters, li-mopeds tsa motlakase le lithuthuthu tsa motlakase, e ne e le li-yuan tse limilione tse 87.Theko e tloaelehileng ea thekiso ea li-scooter tse nyalisitsoeng 'marakeng oa mose ho maoatle e ne e le li-yuan tse 4,300, ho theoha kotara ho tloha selemong se fetileng ka lebaka la karolo e phahameng ea thekiso ea scooter empa e le tlase ho ASP.Leha ho le joalo, karolelano ea theko ea thekiso ea li-scooters e eketsehile ka ho feta 50% ka selemo le 10% kotara ka kotara ka lebaka la karolo e phahameng ea li-scooters tse phahameng tse kang letoto la K3 la theko e pakeng tsa $800 le $900.
Lisebelisoa, likarolo le lekeno la lits'ebeletso e ne e le li-yuan tse limilione tse 79, li theohile ka 31% ka lebaka la thekiso e tlase ea betri ho tsoa ho basebelisi ba lisebelisoa tsa mehala ba mose ho maoatle.Bakeng sa 2022 kaofela, thekiso e felletseng - kakaretso ea chelete e theohile ho 14.5% ho isa ho li-yuan tse limilione tse likete tse 3.2.Lekeno la Scooter naheng ea China ka kakaretso le theohile ka 19% selemo ho feta.Thepa e bohareng le ea maemo a holimo e theohile ka 6%.International Scooters - Lekeno la International Scooters le eketsehile ka 15% ho isa ho li-yuan tse limilione tse 494.Kakaretso ea lekeno la machabeng ho kenyeletsoa li-scooters, lisebelisoa, likarolo le lits'ebeletso li kentse 18.5% ea chelete eohle ka lebaka la kholo e potlakileng ea li-scooters.
Ha re shebeng karolelano ea theko ea thekiso ka 2022. Kakaretso ea kakaretso ea theko ea li-scooters e ne e le 3,432 vs. 3,134, ho ea ho 9.5%.Li-scooters tsa malapeng tsa ASP 3322, kholo ea 12%, halofo ea eona e bakoa ke motsoako o motle ka ho fetisisa oa lihlahisoa tsa premium, le tse ling ka lebaka la ho eketseha ha theko.Karolelano ea machaba ea thekiso ea li-scooters tse nyalisitsoeng e ne e le 4,079 vs. 6,597, e tlaase ho feta selemong se fetileng, kaha karolo ea li-scooters e ile ea eketseha ka makhetlo a 10, ha theko e tloaelehileng ea thekiso ea likoloi tsa motlakase le li-ASP le li-scooters e eketsehile ka 17% le 13%, ka ho latellana.%.
Phaello e felletseng ea phaello kotareng ea bone e ne e le 22.5%, e theohile ka liperesente tse 0.1 selemo le selemo le ho nyoloha ka liperesente tse 0.4 ho tsoa kotareng e fetileng.Phaello e felletseng e ne e le 21.1% bakeng sa selemo se felileng ka la 31 Tšitoe 2022, ha e bapisoa le 21.9% ea selemo.Motsoako o ntlafetseng oa lihlahisoa Chaena o ekelitse chelete e ngata ka liperesente tse 1.2, athe litšenyehelo tse phahameng tsa betri le karolo e phahameng ea thekiso ea scooter li fokolitse chelete e felletseng ka liperesente tse 2.Ka ho khetheha, phaello e kholo 'marakeng oa Chaena e eketsehile ka karolo ea 1.5 lekholong.


Nako ea poso: Mar-23-2023