Kusuka ku-2024 kuya ku-2025, imboni yezimoto ezihamba ngezimoto ibhekana ne-landscape enzima yemakethe: izinga lokuthengwa kwezimoto ezihlangene, izindleko zesoftware ziyaqhubeka zikhuphuke, kepha izindleko zenethiwekhi ziqhubeka zikhuphuke, imisebenzi yenethiwekhi ye-adas) nemisebenzi yenethiwekhi ehlakaniphile isanda; I-China yokukhula komnotho kwe-China iholele ekucindezelweni okuqinile emakethe yezimoto; Izingxabano ze-Geopolitical ziyanda, futhi izithiyo zokuhweba zomhlaba zivuka futhi.

Ngokumelene nalesi sizinda, izinkampani zezimoto ze-Global Izithuthi zibhekana nezinselelo zenguquko yezobuchwepheshe nezamabhizinisi, izingcindezi zezindleko zikhuphuka kakhulu, futhi ziyaqhubeka nokubhekana nezinselelo zenzuzo, okubuye kuboniswe ekusebenzeni kwezimali kwezinkampani.

Ngokwe-2025 Global Averoutors Aversoirs Pountlers Phezulu Uhlu olukhishwe yizimoto ezi-23 ngoJuni 23, ngaphansi kwalezi zinselelo ezingenhla, izingxenye zezingxenye zezinkampani zezinkampani zezinkampani ze-BOSCH ne-ZF azivikelekile.

Kodwa-ke, kukhona nabanye abahlinzeki ababhekene nalesi simo: Ukuthengiswa kwabahlinzeki abaningi baseChina bakhuphuke ngokuqhathaniswa nesikhathi esifanayo, phakathi kwaso i-NINBO Phezulu, ukukhuphuka kwezindawo ezingama-21 nezingu-16 esimweni esibukweni ngokulandelana, okuphawuleka.

Izitayela ezibalulekile:
Abahlinzeki baseChinese bakhuphuka - I-Catl (# 5), Yanfeng (# 17), Joyson (# 37), kanye ne-Citic Dicastal (# 42) khombisa ukukhula okuqinile.
I-Market Slowdown - Imali engenayo ephelele yehle ngo-3.5% ngenxa yezinselelo zoshintsho lwe-EV.
I-Regionance Desinance - Japan (22), e-USA (18), iJalimane (16), neChina (15) ehola ekumeleleni.

Imininingwane evela kuhlu lwalo nyaka ikhombisa ukuthi njengoba imboni yezimoto ezihamba ngezimoto ingena "isikhathi sokuguqulwa kanye nenguquko", okubangela ukuthengiswa konyaka konyaka osohlwini lolo hlu kulo nyaka kuqhathaniswa no-2023.

Ngo-2023, abahlinzeki abahlanu babenemali yebhizinisi yezimoto edlula ama- $ 40 billion, kanti abathathu kuphela abakwenza njalo ngo-2024.

Ukuthuthukiswa kwezimoto zikagesi akukulindelekile, futhi ukwahluka kokusebenza kwabahlinzeki abahlobene kuyaqina

Eminyakeni emibili edlule, ngokukhula okuqhubekayo kwemakethe yezimoto kagesi emhlabeni jikelele, ibhethri lemoto kagesi kanye nezinye izingxenye ezihlobene sebephenduke njalo ohlwini lwabathengisi bezimoto eziphezulu ze-100.

Kodwa-ke, njengoba ukungaqiniseki kwezinqubomgomo zemakethe yezimoto zikagesi kukhuphukile, ijubane lokuthuthuka kwezimoto zikagesi ezimakethe zaseYurophu naseMelika liwela kancane kancane ekulindeleni. Abanye abenzi bezimoto bahlehlise, banciphise noma bakhansele noma bakhansele noma bakhansele amaphrojekthi amakhulu ezimoto kagesi, okuholele ekunciphiseni imali engenayo ehlobene nemoto kagesi kunabathengisi abaningi abalindelekile; Ngasikhathi sinye, ngoba abahlinzeki baye benza imali ebizayo, kepha ukubuyiselwa kwemali kuncishisiwe kunalokho obekulindelwe, kuholele ezimalini ezihlaselwe kanye nezinzuzo.

Shwangu, umkhiqizi webhethri webhethri waseNingizimu Korea we-Lithium-Ion, eyisibonelo esejwayelekile. Le nkampani ingeze izisekelo eziningana zokukhiqiza eNyakatho Melika, isifunda esiyisihluthulelo esibalulekile, kepha ngenxa yokubuyela emuva kwabahamba ngezimoto ezinkulu zaseMelika ezinhlelweni zezimoto zikagesi, futhi izinga layo lawela ngo-2029, okwenza kube yinkampani ekwehla okukhulu ohlwini olukhulu kakhulu lwe-100. Inkampani ichaza ngqo lokhu ekwehlisweni kwesidingo sembulunga yonke yezimoto zikagesi.

Ngaphezu kwalokho, i-Catl, umenzi webhethri webhethri kagesi omkhulu emhlabeni, futhi wabona ukwehla kweminyaka engu-15% ngonyaka ka-2024, waphonsa indawo eyodwa kuye kwesihlanu; Ngenxa ye-INGO