Masikati akanaka uye ndinokutendai nerutsigiro rwenyu.Kugamuchirwa kuMavericks '2022 Q4 muhoro kufona.[Mirairo kuOperator] Ndokumbira utarise kuti musangano wanhasi uri kurekodhwa.
Ini zvino ndoda kutendeudzira musangano kumutauri wanhasi, Wendy Zhao, Senior Investor Relations Manager kuMaverick Technology.enderera mberi.
Thanks mushandisi.Mhoroi mose.Tikugashirei kumusangano wanhasi wekufona kuti tikurukure Niu Technologies 'Q4 2022 zvawanikwa.Iyo mihoro inoburitswa, mharidzo yekambani uye tafura yezvemari zvakatumirwa pane yedu Investor Relations webhusaiti.Kufona kwemusangano kuri kufambiswa zvakare pawebhusaiti yehukama hwevatengesi, uye kurekodha kwekufona kwemusangano kuchavepo munguva pfupi.
Ndapota cherechedzai kuti nhaurirano yanhasi ichange iine zvirevo zvinotarisisa kumberi zvakaitwa maererano nekuchengetedzwa kwechiteshi kwezvikepe zveUS Private Securities Litigation Reform Act of 1995. Mashoko anotarisa mberi anosanganisira njodzi, kusava nechokwadi, fungidziro nezvimwe zvinhu.Mhedzisiro chaiyo yekambani inogona kusiyana neyakaziviswa nhasi.Rumwe ruzivo rwezve njodzi zvinhu zvinosanganisirwa mumakambani eruzhinji mafaira neSecurities and Exchange Commission.Iyo Kambani haiite chero chisungo chekuvandudza chero chirevo chekumberi, kunze kwekunge zvichidikanwa nemutemo.
Yedu P&L kuburitswa kwenhau uye kufona uku kunosanganisira nhaurirano yemamwe asiri-GAAP emari reshiyo.Kuburitswa kwenhau kune tsananguro dzeasiri-GAAP matanho emari uye kuyananisa kweGAAP kune isiri-GAAP mhedzisiro yemari.
Nhasi, Dr. Li Yan, Chief Executive Officer wedu, uye Amai Fion Zhou, Mukuru wedu Wezvemari, vakabatana neni parunhare.Zvino regai ndipfuure dambudziko kuna Jan.
Ndinokutendai mose nekujoinha runhare rwemusangano wedu nhasi.Muchikamu chechina cha2022, kutengesa kwakazara kwaive 138,279 zvikamu, pasi 41.9% kubva gore rapfuura.Kunyanya, kutengesa mumusika weChinese kwakadzikira ne42.5% gore pagore kusvika kunosvika zviuru zana negumi nesere.Kutengeswa mumisika yemhiri kwemakungwa kwakadonha 38.7% kusvika 20,000 zvikamu.
Mari yese yekota yechina yaive 612 miriyoni yuan, pasi 38% kubva gore rapfuura.Mhedzisiro iyi inopedza gore rakazara remari 2022, gore rekuyedzwa kukuru kwatiri.Kutengeswa kwese kwaive 831,000 zvikamu, pasi 19.8% kubva gore rapfuura.Mari yese yegore yaive 3.17 bhiriyoni yuan, yakaderera 14.5%.
Ikozvino, kunyanya bhizinesi redu mumusika weChinese, rakatarisana nemhepo dzekusagadzikana dzakakonzerwa nekudzoreredza kubva kuCOVID uye kukwira kwemitengo yebhatiri yeLi-ion kutanga muchikamu chechipiri cha2022. Kutengeswa kwakazara mumusika weChina kwakadonha 28% gore negore kusvika kutenderera. 710,000 zvikamu.Mari yedu yese mumusika weChinese ichadzikira neinosvika gumi nepfumbamwe kubva muzana kusvika pamadhora mazana maviri nemakumi matatu nematanhatu eyuan muna 2022. Haisi chete kuti kutangazve kweCOVID kwakakanganisa kudiwa kwemusika, asi kutangwa kukuru kwechigadzirwa kwakanonokawo nekuda kwekuvharika kwemwedzi muShanghai.Yedu R&D Center iri muguta.Hatichakwanisa kuburitsa zvigadzirwa zvakakosha zvakati wandei kusvika Gunyana 2022, izvo zvichaita kuti kutengesa kwepamusoro kushaikwe.
Pamusoro pekuvhiringidza nekuda kweCOVID, isu takatarisanawo nemhepo nekuda kwekukwira kwemitengo ye lithium bhatiri.Kubva munaKurume 2022, mutengo wezvigadzirwa zvemabhatiri e-lithium-ion wakakwira zvakanyanya neinosvika makumi mashanu muzana, zvichidzikisa zvakanyanya kupinda kwemagetsi maviri-mavhiri ane lithium-ion mabhatiri mumusika weChina.Kuwedzera kwemitengo kunokanganisa isu zvakanyanya nekuti mazhinji emagetsi scooters edu anoshandisa lithium-ion mabhatiri.
Kuti tichengetedze hutano hwakakwana, taifanira kukwidza mitengo neavhareji ye7-10% uye nekugadzirisa chigadzirwa chedu musanganiswa kuti titange zvigadzirwa zvemhando yepamusoro kutanga muchikamu chechipiri cha2022. Saka, kunze kwekota yekutanga 2022, patakawana kukura kwegore negore, kutengesa muchikamu chechipiri, chechitatu uye chechina che2022 chakanga chiri pasi 25-40% gore negore nekuda kwekukanganisa kwe lithium.Mitengo.
Parizvino kupinda mumusika wedu wepasi rose, 2022 yakaona kukura kwakasimba, nekutengesa kwakakwira 142% gore negore kusvika kunosvika zviuru zana nemakumi maviri nenomwe, uye mari yescooter yakakwira 51% gore negore kusvika 493 miriyoni yuan.Iyo micromobility sub-sector, kunyanya scooters, yanga iri mutyairi mukuru wekuvhiya uku, aine anopfuura zviuru zana akatengeswa.
Zvisinei, kutengesa muchikwata chemagetsi maviri-mavhiri akadonha ne46% nezvikamu zve 18,000 zvakatengeswa muna 2022. Kuderera kwekutengesa kwemagetsi maviri-mavhiri emagetsi kwainyanya kukonzerwa nekuvhara kwemusika wekutengesa, sezvo vazhinji vevatengesi vezvitoro havana kukwidza mari yekuwedzera. .Kudonha kwemusika wemasheya kwakakonzera kudzikira kwekutengesa kweanopfuura zviuru gumi nerimwe zvezvikamu, zvichiverengera anenge makumi manomwe muzana ezvese kutengesa kuderera mumusika wekunze wemagetsi maviri-mavhiri.
Iye zvino musika wedu wemhiri kwemakungwa, semusika weChinese, uri kutarisanawo nedambudziko re lithium battery price rush.Kukwira kwemitengo yebhatiri ye lithium, yakasanganiswa nekutenda kwe euro nedhora, kwakatimanikidza kuwedzera mitengo yedu yekutengesa neavhareji ye22% mumusika weEurope, kwatakambotengesa 70% yemabhatiri edu maviri emagetsi.– chine mavhiri.Kukwira kwemitengo yekutengesa kwakanganisa kutengesa kwemidhudhudhu yedu yemagetsi mumisika yevatengi, kunyanya muEurope.
Iye zvino zvatinotarisa kumashure kwegore rapfuura, kuchinja kwemaitiro emusika kwakave nemigumisiro yakaipa pamabasa edu.MuChina, kukwira kwemitengo yemabhatiri e lithium kwadzoreredza kupinda kwelithium-ion mumusika we e-bhasikoro nemudhudhudhu, uye vakapinda muzvigadzirwa zvedu zvekupinda, izvo zvinoita makumi matatu neshanu muzana zvekutengesa kwedu muna 2021, uye hazvisi kukwikwidza. mumusika.musika uyu.
Mumusika wepasi rese, kunze kwekukwira kwemabhatiri e-lithium-ion, musika wemasheya unovhara zero kusvika pachikamu chimwe muzvitatu chekutengesa kwedu kwemagetsi maviri-mavhiri maviri, kana inopfuura hafu yemari yedu yemagetsi maviri-mavhiri.Tichiziva kuti hapana chimwe chekuchinja uku chingangove chechinguvana, takatanga kugadzirisa zvirongwa kuti tienderane nekuchinja kwemamiriro emusika muna 2022. Izvi zvinogadziriswa zvinotora nguva uye zvichakonzera zvimwe zvipingamupinyi zvenguva pfupi muna 2022, asi zvichava nechokwadi chekugara kwenguva refu. -kukura kwemhando.
Chekutanga pane zvese, maererano nekugadzirwa kwechigadzirwa mumusika weChina, takashandura tarisiro yeR&D kune yakakwira-yekupedzisira chigadzirwa mitsara, iyo Mavericks zvigadzirwa uye yepamusoro-yekupedzisira chinangwa chigadzirwa mitsara.Muna 2021, isu tichanyanya kutarisa ekupinda-chikamu zvigadzirwa zvemusika mukuru, tichitora mukana wemutengo wakaderera wemabhatiri e-lithium-ion.Nekudaro, kunyangwe izvi zvigadzirwa zvekupinda-chikamu zvakabatsira mukukura kwemari-imwe nguva, zvakave nemhedzisiro yakaipa pagross margin mushure mekuwedzera kwemutengo welithium bhatiri.Kuwedzera kuzivikanwa kwevatengi kunotambura kubva kupfupi mileage uye chiratidzo chemhando.
Muna 2022, takagadzirisa hurongwa hwedu hwekuvandudza chigadzirwa uye takatarisa pamitengo yepamusoro uye yepakati-mutengo.Takaunzawo mabhatiri e-graphite lead-acid kune yedu yepakati-renji e-mabhasiketi uye midhudhudhu, zvichitibvumira kuwedzera huwandu uye kuderedza mutengo.Yedu yepamusoro-yekupedzisira chigadzirwa mutsara inotibvumira kuwedzera purofiti kusimbisa nzvimbo yedu yemhando, nepo yedu yepakati-renji chigadzirwa mutsara inotibvumira kusanganisa dhizaini aesthetics neanoshanda maficha pamitengo inokwanisika.
Kuti tiratidze zvatakawana mukuvandudza chigadzirwa muna 2022, ndinoda kutaura nezve shanduko yenguva refu yeSQi uye iyo UQi + itsva mumusika wepamusoro.SQi ndiyo yedu yakanakisa kupa mumusika e-bhasikoro.Magadzirirwo matsva uye tekinoroji yemhando yepamusoro pamutengo unodarika 9,000 yuan.Midhudhudhu yeStraddle seSQi yakagamuchirwa zvakanaka nemusika zvekuti vatengi vanofanirwa kumirira mwedzi mishanu kusvika mitanhatu kuti vaunzwe.
NIU UQi + ndiyo ichangoburwa yekuwedzera kune yedu yenguva yese yaunofarira Niu nhevedzano.NIU UQi+ Iine dhizaini yakagadziridzwa yemwenje, kudzora kwakangwara, hupfumi hwekutasva uye mamwe maficha emunhu, UQi + yakwezva kutarisisa kwakawanda uye yaburitsa mafambiro akapararira enhau kubva payakatangwa, iine mayunitsi anosvika zviuru makumi mashanu akaodha kekutanga muna Ndira chete.Iyi mhinduro yakanaka chiratidzo chehutungamiriri hwemhando yedu, kugona uye kugadzira zvigadzirwa, uye isu tinoronga kuburitsa zvimwe zvinonakidza zvigadzirwa mukota yechipiri ya2023.
Isu ikozvino tine 2022 V2 uye G6 akatevedzana ari pakati-renji mutsara.Iyo V2 ndeye e-bhasikoro ine minimalist dhizaini asi yakakura.Iyi inenge 10-30% kupfuura iyo yakakurumbira G2 neF2 yatiri kuparura muna 2022, 2020 uye 2021. G6 idhudhudhu remagetsi rakareruka rine bhatiri rakawedzerwa uye graphite-lead-asidhi bhatiri ine huwandu hunodarika. 100 makiromita pamutengo mumwe chete.
Nepo zvese zvigadzirwa zvedu zvakaburitswa mukupera kwaGunyana zvakapotsa mwaka wepamusoro kunze kweG6, zvigadzirwa zvichangoburwa zvakakurumidza kuverengera pamusoro pe70% yekutengesa mukota yechina, mwedzi mitatu chete mushure mekutangwa.Inobatsirawo ASP yedu kukura 15% sequentially muQ4 2022. Kusvika pamwero wakati, izvi [zvisinganzwisisike] basa redu rekugadzirisa mazano, tichitarisa pazvigadzirwa zvepamusoro zvakabatanidzwa.Isu tiri kudzikisira zvishoma nezvishoma kukanganisa kwekukwira kwe lithium-ion bhatiri mutengo uye kutanga kudzikisira gross margins.
Ikozvino, nekutangwa kweSQi premium zvigadzirwa, NIU UQi + iri zvakare kushandura nzira yayo yekushambadzira kuti itarise pachigadzirwa nemushandisi.Izvi zvakakonzera kudzoka kuri nani pakudyara kwedu kwekutengesa uye zvakatibatsirawo kuramba tichikura mhando.Semuyenzaniso, 2022 mishandirapamwe yekushambadzira ine chekuita nekuvhurwa kwezvigadzirwa zvedu zveSQi neUQi + zvasvika bhiriyoni imwe nemazana mana ekuona pamapuratifomu ese.
Isu takatanga zvakare Mavericks Innovation Ambassador Chirongwa, inova musana wemushandisi-centric wekushambadzira zano, uye takakoka vanopfuura makumi mana evashandisi veMavericks nevapesvedzera kuti vabatane kugadzira uye kubata zviitiko zvemuno neMavericks.Munguva yeNdebe yeNyika ya2022, takaunganidza vamiriri veNdebe yeNyika kuti vaone mutambo mutsva wescooter unoratidza scooters akashongedzwa nezvinhu zveWorld Cup.Mumavhiki maviri chete, ma scooters akakwira anosvika mamirioni mazana matatu nenomwe ekuona pasocial media.
Ikozvino, mumisika yedu yepasirese, zano redu rakasiyana uye mumakore maviri apfuura chigadzirwa chedu chakawedzera kupfuura emagetsi maviri-mavhiri, achiwedzera munzvimbo kupfuura misika yakakosha yeEurope.Iri zano rakave nekubudirira kwekutanga maererano nekukura kwechigadzirwa muna 2022, paine misika mitsva inongogadzirisa zvishoma kudzikira kwemusika wemagetsi mavhiri maviri uye nekuvandudza kwekutanga kudyara muzvigadzirwa zvitsva nemisika mitsva [inonzwika].
Panyaya yekuwedzera huwandu hwechigadzirwa, takawana budiriro yekutanga mumunda wemagetsi ma scooters muna 2022. musika.Isu tinotanga nemitengo yezvigadzirwa zvekutanga kubva pamadhora mazana masere kusvika pamazana mapfumbamwe.uye zvigadzirwa zvisingadhuri zvine mutengo uri pakati pemadhora mazana matatu nemazana mashanu.Iri zano rakatungamira kunonoka kukura kwevhoriyamu pakutanga, asi rakabatsira brand kuzvimisa muchikamu chevatsva.
Niu anohwina Riders Choice Award 2023 yeakanakisa scooter kambani kubva kuMicromobility World.Chigadzirwa chedu chepamusoro chetekinoroji, K3, chakafukidzwawo nemamwe anotungamira tech midhiya akadai seTomsHard [Phonetic], TechRadar uye ExTaca [Phonetic].
Panyaya yezviteshi zvekutengesa, isu takatorawo nhanho-nhanho nzira nekutanga scooter chikamu chekutanga, tichitarisa pamatanho epamhepo akadai seAmazon.Munguva yeAmazon Prime Day 2022 chiitiko, yedu scooter modhi yakaiswa 1st uye 2nd paAmazon bestseller runyorwa munyika dzinoverengeka muEurope neNorth America.Tichirevesa kusimba kwechiteshi chepamhepo, takatanga kupinda makuru ekutengesa kunze kwenyika akadai seMediaMarkt muEurope uye Best Buy muUS kuburikidza nehafu yechipiri ye2022. Tinotenda kuti nzira idzi, dzichinonoka kusimuka, dzine hwaro hwakasimba. yekukura kwakasimba muna 2023 uye mberi.
Zvino, muchikamu chekuwedzera kwedunhu mumunda wemagetsi maviri-mavhiri, tinoona mikana yekukura mumusika weSoutheast Asia, kunyanya muThailand, Indonesia neNepal.Tinoramba tichishanda nesimba kuti tiwedzere musika weSoutheast Asia, tichitarisira kumutsa maitiro ekuchinja kubva kumafuta echinyakare-ane simba remavhiri maviri emagetsi emagetsi maviri.Mumisika iyi iri kukurumidza kukura muSoutheast Asia, takawedzera chitoro chedu uye takagadzira network yakakura yekutengesa nevadyidzani veko.
Muna 2022, panguva yemusangano weG20 muBali, zvigadzirwa zveNiu zvichapa scooters emagetsi kuIndonesia National Police kutsigira kutakura kwehurumende yemuno.Ikozvino, nekuda kwekuedza uku, kutengesa kwemagetsi maviri-mavhiri mumusika weSoutheast Asia kuri kukwira zvingangoita makumi matanhatu muzana pagore.
Chekupedzisira, sevamiriri vekurarama kwakasimba, takazvipira kupa vatengi vedu mota dzeguta dzine hushamwari kuti dzibatsire kudzikisira nharaunda yedu.2022 nderimwe gore ratakazvipira kubatsira indasitiri yese yemavhiri maviri kukura munzira ine hushamwari.Gore rino takaburitsa yedu yekutanga ESG chirevo.Parizvino, data rekufamba rekuwedzera rasvika makiromita mabhiriyoni gumi nematanhatu, zvichireva kuti mabhiriyoni mana makirogiramu ekubudisa kabhoni akaderedzwa kana achienzaniswa nemota dzakawanda.
Kuti tipfuurire kuparadzira shoko rekuvaka remangwana rakasvibirira kuburikidza neruzivo rwemichina, takatanga ReNIU, chirongwa chekusimudzira pasi rose, panguva yeZuva rePasi 2022. Mushandirapamwe uyu unosanganisira kuchenesa pasi rose Zuva rePasi rinounganidza vashandisi vatsva mumakondinendi mana kuti vachenese nyika.Nzvimbo dzeveruzhinji, kusanganisira nzvimbo dzakaita seBali, Antwerp neGuatemala.Sustainability yanga iri pamwoyo wemhando yedu kubva payakavambwa, uye isu tinodada nekuva pesvedzero yakanaka pakuzvipira kwedu kusimudzira nevashandisi vedu.
Iye zvino kuti 2022 yapfuura, tine chivimbo chokuti kugadzirisa kwatakaita muna 2022 kuchatangazve kukura muna 2023 uye kutanga kuva nemigumisiro yakanaka muchikamu chechipiri che2023. ya2022, kota yedu yekutanga ya2023 inoramba ichiratidza zviratidzo zvekukanganiswa nekuwedzera kwemitengo uye kunonoka kwekutanga kwechigadzirwa, izvo isu tinotarisira kudzoka muchikamu chechipiri.Ikozvino, nehurongwa hwekuvandudza chigadzirwa, kushambadzira uye kushambadzira, uye kuwedzera nzira dzekutengesa, isu tinotenda kuti tinogona kutangazve kukura-pagore muChina nemisika yemhiri kwemakungwa muna 2023.
Ikozvino, kunyanya mumusika weChinese, tichaenderera mberi nehutungamiriri hwedu nekutyaira kukura kwemhando nezvigadzirwa zvitsva muchikamu chepakati-chepamusoro-chepamusoro, tichitarisa kushambadzira kwakatarisana nemushandisi kukwirisa ROI nekutengesa zvakanaka.zvakafanana - 3000+ franchise zvitoro.Panyaya yezvigadzirwa, kutanga kubva muchikamu chechipiri chegore rino, tine zvirongwa zvezvakati wandei zvakakosha zvigadzirwa muChina.Iyi mitsara yechigadzirwa ichatarisa pakuita kwepamusoro Niu neGova dzakateedzana, kubva pamidhudhudhu yepamusoro senge midhudhudhu kusvika kumagumo uye epakati-renji Chinese mabhasikoro emagetsi, NCM lithium bhatiri powertrain mapuratifomu, edu maSV.[Phonetic] lithium mabhatiri egraphite lead acid mabhatiri.Takatanga kugadzira zvigadzirwa izvi muna 2022 uye zvichaburitswa panguva yakatarwa muchikamu chechipiri cha2023.
Ikozvino, tichisundwa neyakasiyana uye yakasarudzika chigadzirwa chinopihwa, isu tinoramba takatarisa pakugadzira Mavericks inotungamira yekufamba kwemadhorobha mararamiro emhando, kambani inotambanukira kupfuura zvigadzirwa zvedu.Pamusoro pechigadzirwa chedu uye mushandisi-centric ekushambadzira marongero, isu tinorongawo kuwedzera yedu co-branding chirongwa nemabhureki ane akafanana mararamiro kumhanya.Muna 2022, takabudirira kutanga kudyidzana nemhando dzepasi rose dzemararamiro akadai seRazer neDiesel uye takagadzira zvigadzirwa zvakabatana nemumwe nemumwe, uye isu tinoronga kuenderera mberi nemhando iyi yakabudirira muna 2023.
Zvino, maererano nematanho ekutengesa, takatangisa matanho ekusimudzira kutengesa kwechitoro chimwe chete muchikamu chechina cha2022, uye toona zvitoro zvezvidhinha-nedhaka senzvimbo dzakakosha dzekuratidzira, madhiraivha, uye masevhisi epashure pekutengesa.Isu tinotsigira zvitoro zvisiri pamhepo zvine zvinotungamira zvakagadzirwa online.Kuburikidza neiyi nzira yeO2O, isu tinokwanisa kupa vashandisi vedu zviri nani pre-kutengesa uye mushure-yekutengesa ruzivo uye kuwedzera kutengesa muzvitoro zvedu zvekutengesa.
Isu takatanga zvakare chirongwa chekugadzirisa nekumisa marongero ezvitoro uye zvekutengesa zvechitoro chega chega kuitira kuti tigadzire mufananidzo unowirirana wemhando yepamusoro.Pamusoro pezvo, isu tine chirongwa chedhijitari chekubatsira zvitoro kuratidza zvigadzirwa zvavo uye kuvaka mapuratifomu, zvichikonzera kuwedzera kwetraffic uye mitengo inogona kutendeuka.Zvirongwa izvi zvichabatsira zvinopfuura zviuru zvitatu zvezvitoro kuti zviwane kukura kwakasimba kwechitoro.
Ikozvino, maererano nemisika yepasirese, isu ticharamba takatarisa pane yedu nzira yekusiyanisa maererano nechigadzirwa portfolio uye kuwedzera kwenzvimbo.Aya mabasa ekusiyana-siyana mumakore maviri apfuura achatanga kubatsira zvakanyanya mukukura kwemari uye mihoro.Chokutanga pane zvose, muchikamu che micro-movements, 2022 ichava nekukura kwepamusoro, uye kutengesa muna 2022 kuchawedzera kanenge ka7.Muna 2022, isu ticharamba tichishingairira kugadzira zvidiki-zvikamu, kuvaka yakazara chigadzirwa portfolio, uye kumisikidza nzira dzekutengesa nevashambadziri vakadai seBest Buy neMediaMarkt, zvese zviri pamhepo uye zvisiri pamhepo.Muna 2022, isu tinoronga kuenderera mberi nekuvandudza scooter yedu chigadzirwa mutsara kuwedzera huwandu hwezvigadzirwa zvevashandisi vedu.
Iye zvino, kuwedzera kune scooters, isu munguva pfupi yapfuura takaparura zviri pamutemo BQi C3 e-bhasikoro yedu yekutanga mumusika weUS muna Kurume 2023. Iyo BQi C3 ibhiikeri yebhatiri mbiri ine mabhatiri maviri asingaremekedzi anogona kuchinjwa, achipa huwandu hwepamusoro hwemakiromita makumi mapfumbamwe.Iye zvino zvatakavaka network yakasimba yekutengesa gore rapfuura, iyo BQi C3 ichatengeswa muzvitoro zvinopfuura 100 Best Buy muUS uye online, ine zvirongwa zvekuitengesa muCanada munguva pfupi iri kutevera.
Ikozvino, patinotanga kudyara mumusika wemicromobility kubva muna 2020, tine chivimbo chekuti nheyo dzakaiswa mumakore matatu apfuura maererano nekuvaka kwemhando, musanganiswa wechigadzirwa uye kuvaka chiteshi kuchafambisa kukura kwakakura muna 2023 uye kuita mupiro wakakura mumari uye. purofiti.
Iye zvino, muchikamu chemagetsi maviri-mavhiri, tine kukanganisa nekuda kwekuvharwa kwemusika wekugoverana muna 2022. Tinotarisira kudzoka munzira yekukurumidza kukura muna 2023 kuburikidza nekuwedzera kwechigadzirwa uye kuwedzera kwenzvimbo.Panyaya yezvigadzirwa, isu tinoronga kuvhura zvese zvitsva zvekushanda zvakanyanya seRCi mana-mavhiri emagetsi mudhudhudhu kukwikwidza mukupihwa kwemagetsi maviri-mavhiri uye kuzadzisa iyo yakazara kudiwa muEurope.
Nezvekuwedzera kwenzvimbo muSoutheast Asia, kuitira kuti tivakire pakukura kwakawanikwa muna 2022, tinoronga kuburitsa zvigadzirwa nemhinduro dzinotsigira kutsiva bvunzo nekubatana nevazhinji vanoita basa munyika dzakaita seIndonesia neThailand.Miedzo iyi yatove kuenderera mberi uye tinotarisira kuti pakupedzisira ichatipa mukana kumusika weSoutheast Asia, uko kunotengeswa midhudhudhu yepeturu inodarika mamirioni makumi maviri pagore.
Izvozvi zvatiri kuita aya matinji ekukura eChina nemisika yepasirese, isu tinotarisira kuti kutengesa kwedu kwakazara kukura kusvika 1-1.2 miriyoni mayunitsi panosvika 2023, kumusoro 20-45% kubva 2022.
Ndatenda Master Yang uye mhoroi mose.Ndokumbira utarise kuti kuburitswa kwedu kwenhau kune data rese uye kuenzanisa zvaungade, uye isu takaisawo data iri muexcel fomati kune yedu IR webhusaiti.Pandinoongorora mhedzisiro yedu yemari, kunze kwekunge zvataurwa neimwe nzira, tinoreva manhamba echikamu chechina uye nhamba dzese dzemari dziri muRMB kunze kwekunge zvaratidzwa.
Sezvakataurwa naYang Gang, tichasangana nematambudziko akawanda muna 2022. Zvose zvinotengeswa muchikamu chechina zvaive zvikamu zve138,000, pasi pe42% kubva panguva imwechete gore rapera.Kunyanya, mota 118,000 dzakatengeswa mumusika weChina, nepo zviuru makumi maviri zvemotokari dzakatengeswa mumisika yekunze.Mumisika yemhiri kwemakungwa, takakwanisa kuchengetedza 15% gore-pamusoro-gore kukura mukutengesa scooter kusvika 17,000 units.
Zvose zvinotengeswa muna 2022 zvichave 832,000 motokari, kusanganisira 711,000 motokari mumusika weChina uye 121,000 motokari mumisika yekunze.Nepo kutengesa kwese mumusika weChinese kwakadonha 28% gore-pa-gore, Niu neGova premium series yakasanganiswa yakangodonha 10%.Kukura kuri kuita misika yemhiri kwemakungwa kwakasimba, kutengeswa kwescooter kwakawedzera kusvika zviuru zana nemazana maviri, uye kutengesa kwemagetsi moped kwakadzikira nezvikamu makumi mana neshanu muzana, zvakanyanya nekuda kwekugumiswa kwe [zvakavimbika] mirairo yekugovana, Yang Gang akadaro.
Mari yese yekota yechina yaive 612 miriyoni yuan, pasi 38% kubva gore rapfuura.Kupwanya mari yescooter nekuisa, mari yescooter mumusika weChinese yaive 447 miriyoni yuan, 35% yakaderera pane yatakatanga nehurongwa hwedu hwekutarisisa pane ekutanga uye yepakati-renji zvikamu.Gova yekutanga nhevedzano yakangoita 5% chete yekutengesa mudzimba mukota yechina.Nekuda kweizvozvo, avhareji mutengo wekutengesa mumusika weChina wakawedzera ne378,314 yuan [izwi] gore negore.Mari kubva mhiri kwemakungwa scooters, kusanganisira scooters, emagetsi mopeds uye emagetsi midhudhudhu, yaive 87 miriyoni yuan.Avhareji yemutengo wekutengesa wemahybrid scooters mumisika yemhiri kwemakungwa yaive 4,300 yuan, yakaderera chikamu kubva pagore rapfuura nekuda kwechikamu chepamusoro chekutengesa scooter asi yakaderera ASP.Nekudaro, avhareji mutengo wekutengesa scooters wakawedzera neinopfuura 50% gore pagore uye 10% kota pakota nekuda kwechikamu chepamusoro chepamusoro scooters senge K3 akateedzana mutengo uri pakati pemadhora mazana masere nemazana mapfumbamwe emadhora.
Zvishandiso, zvikamu uye mari yemasevhisi yaive 79 miriyoni yuan, yakaderera 31% nekuda kwekutengesa kwakaderera kwebhatiri kubva mhiri kwemakungwa nharembozha yekugovera vanoshanda.Kwegore rose ra2022, kutengesa kwakazara - mari yese yakadonha 14.5% kusvika 3.2 bhiriyoni yuan.Scooter mari muChina yakazara yakadonha 19% gore-pamusoro-gore.Zvinhu zvepakati nepamusoro zvakadonha ne6 chete%.International Scooters - Mari yeInternational Scooters 'yakawedzera ne15% kusvika 494 miriyoni yuan.Mari yese yepasirese inosanganisira scooters, accessories, zvikamu uye masevhisi akaverengera 18.5% yemari yakazara nekuda kwekukurumidza kukura kwemascooters.
Ngatitarisei mutengo weavhareji wekutengesa muna 2022. Ivhareji yekutengesa mutengo we scooters yaive 3,432 vs. 3,134, yakakwira 9.5%.Domestic ASP 3322 scooters, 12% kukura, hafu yacho inokonzerwa nekubatanidzwa kwakanakisa kwezvigadzirwa zvekutanga, uye zvimwe nekuda kwekuwedzera kwemitengo.Ivhareji yepasi rose yekutengesa mutengo we hybrid scooters yaiva 4,079 vs. 6,597, yakaderera kudarika gore rapera, sezvo mugove we scooters wakawedzera ka10, nepo mutengo wekutengesa wemagetsi emagetsi uye ASPs uye scooters yakawedzera ne17% uye 13%, maererano.%.
Iyo gross profit margin mukota yechina yaive 22.5%, yakaderera 0.1 percent percent pagore uye yakakwira 0.4 percent kubva mukota yapfuura.Gross purofiti yaive 21.1% yegore rakapera Zvita 31, 2022, zvichienzaniswa ne21.9% yegore.Kuvandudzwa kwechigadzirwa musanganiswa muChina kwakawedzera gross margin ne 1.2 percentage points, ukuwo mitengo yakakwira yebhatiri uye chikamu chepamusoro chekutengesa scooter chakaderedza gross margin ne2 percent.Kunyanya, purofiti yakakura mumusika weChina yakawedzera ne1.5 muzana.
Nguva yekutumira: Mar-23-2023
