Iyo emagetsi emagetsi ingangodaro imwe yekunakidzwa indasitiri yechinyakare. Zvinonakidza uye, maererano nezvatinofungidzira, kuvimbisa uye kusava nemusika wazvino wakanyanyisa.
Pazasi pane maonero edu pane yazvino mamiriro ezana, pamwe nemakambani matatu emakore matatu ane mimwe migove yekuteerera.
Mhedzisiro yeiyo dengic (Yemagariro kure uye kuzvisimbisa) ingangove iri munyika kwenguva yakareba. Uye zvakare, kukura kwekugadzirwa kunowanikwa kune akawanda akawanda emotokari dzemotokari dzinogona zvakare kuparadzaniswa. Uyezve kune zvese, chikamu chinotaridzika zvakachipa mumusika wakawanda.
Isu tinozviona sezvakakosha kuti tiite zvidiki zvekuchengeta. Misika haina kuzorora kwazvo nhasi, Valatility yakakwira, njodzi dzekururamisa dzinokura. Muchiitiko chekuti kudonha kunotanga, iyi fate haina kupfuura emagari. Iko hakuna munhu anotarisa kune "yakakosha" kana mutengo wakaderera wekuwedzera. Mamiriro ezvinhu aya anofanirwa kuitirwa.
Ndezvipi zvinonyanya kukonzeresa zvemazuva ano indasitiri?
• Panda uye kuzvisimbisa. Iyo yekutanga uye kuomerera kune itsva yeruzhinji uye seyakasarudzika kushamwaridzana uye kuzvishingisa - chinhu chakanaka kune vanogadzira mota. Munhu akaparadzaniswa kana mhuri yake paunenge uchishandisa mota usabatana nevamwe vanhu, izvo zvinobvisa kunyange mukana wekuparadzira hutachiona. Uye kunyangwe paine mukana kuti pesvedzero yechiitiko pahupenyu hwevanhu inogona kupera simba, mhedzisiro ichave inesu kwenguva yakareba. Iko kuda kuderedza njodzi yehutachiona kunogona kuve kwakasimba kukonzeresa kutengesa kwemotokari kukura muna 2021-2022• Wedzera chikamu chemagetsi emagetsi - chinhu chitsva. Iyo nzira yekuenda kune zvishoma nezvishoma kuraswa kwemukati kubva mumukati menyuchi (DVs) uye kuwedzera mugove yemhando yemagetsi uye injini inguva yakakosha mune yeNyika Indasitiri yeNyika. Nekusvika muUnited States kuzosimbisa maDemocrats, anotungamirwa naJoe Biden, maitiro aya akawedzera uye akakurudzira. OPEC fungidziro, general nyika kufambisa pakati pegore 2014 uye 2045. Iyo ichawedzera ne86% kusvika kumotokari 2.6 mabhiriyoni. Mune ino kesi, chikamu chemotokari yemagetsi zvichakura kusvika pa15-16%.
• Kukwira makwikwi. Nzvimbo dzeVagadziri dzakadai saTesla (Nasdaq: Tsla) kana Nio (NYSE: NIO) uchave wakasimba. Nekudaro, ivo vari kutowana makwikwi ekukura uye akakura kwazvo kubva kumakambani makuru akadai saVolkswagen (de: Vowg), Bmw (de: BMWG), GROLG), GM) kana Porsche (OTC: poahy). Mukuwedzera, kutungamira iyo makambani anotsvaga kutengesa mota yemagetsi, semuenzaniso, Apple (NASDAQ: AAPL) uye Google (NASDAQ: GOOGL).
• Mota haisi hupfumi, asi chigadzirwa che tekinoroji yakakwirira. Kuchiva kwehuni dzehunyanzvi kuti upinde mumusika wemotokari, kune rumwe rutivi, njodzi yevanogadzira vemuzvidzidzo. Kune rimwe divi, ichi chinhu chinoshandura mota kubva kumotokari kuenda kune yakakwirira-tech chigadzirwa. Avtoygigants anofanirwa kutevera chokwadi chitsva, uye ichanyanya, mubvunzo wekupona kwavo.
Mota yemagetsi, auto chizvarwa chitsva neDVs, pamwe nemaDrones ichave iri symbiosis yeAuto Indasitiri neDigital Technologies, yakadai se:
• Dziviriro neDhijitari Kuzivikanwa;
• Ungwaru hwekungwara;
• Internet yezvinhu (IOT);
• data hombe;
• Blockchain.
Zvinotendwa kuti akati wandei evanogadzira motokari vagadziri vakagadzirira: a) kudzivirira mari yaro mugove mukurwisa hofori dzehunyanzvi; b) Kuhwina kukwikwidza kubva kwavari, nekuti ivo vane ruzivo rwakakura mumunda wavo, vanogona kushandisa tekinoroji yakakwirira mazviri. Mubvunzo mukuru - chigadzirwa chichaguma zvichave nani kune mutengi?
Ndedzipi njodzi dzinokosha dzeiyo auto indasitiri nhasi?
1. Kuperevedza kwemi semiconductors. Varidzi vepasi rose vakatarisana nekushomeka kwakakomba kwesemiconducductrs, sezvo vagadziri vemicrocircurcurers vanogadzirisa zvinhu zvekugadzirwa kweSmart, mahwendefa nemitambo yemitambo. Iyi njodzi ndeye mhando yemutengo wenyaya yekuti mota yemazuva ano yakawanda uye yakawanda ndeye yakakwirira-tech chigadzirwa.
2. Kuuya mumusika wemotokari yehuni dzehunyanzvi. Chokwadi, apuro uye mavara mavara akareba ekuchengetera zvekugadzira uye kugadzirwa kukuru kwemotokari yemagetsi uye madhiri.
Uku ndiko kutyisidzira chaiko kune vagadziri vechinyakare.
Ndiani Anonyanya Mubatsiri?
Iwe unogona kutarisisa kune akati wandei vemugadziri vechinyakare, senge, semuenzaniso, volkswagen, Stellantis (NYSE: STLA) kana General Motors. Urwu ndirwo rudzi rwepamusoro-3. Mukusarudza kwakadaro, basa rezvinhu zvese zvakakosha uye zvishuwo zvemakambani ambotaurwa zvinotaurwa zvinotarisa pane mireji matsva (Elecorcars uye Drones) Tamba.
Volkswagen - ndeimwe yevakagadzika vepasi pevhu. Zvakanyanya zvakanakira: Kugadzirwa kwechigadzirwa, High purofiti (EBITDA MARGE pakupera kwe2021 inotarisirwa paGreat 15%), pamwe nekugoverwa kwakataridzika kuwanda.
VW yakatanga serial kugadzirwa kweiyo izere magetsi id.3, iyo yakakosha yekutanga kambani ndeye kuwanikwa kwemotokari nyowani nemutengo.
Stellantis ndeye Global otomatiki, iyo inosanganisira brands seyaira, chrysler, Dodge, jeep, masseri uye vamwe. Mahosi anotaridzika kurerutsa zvakanyanya nemusika kuwanda kwemusika kana achienzaniswa nepakati-madhiri. Iyo kambani inoronga kupa huwandu hwemotokari dzakazara dzemagetsi kana hybrid kusvika 2025, kusanganisira gumi mitsva mienzaniso muna 2021.
Uye zvakare, iyo musika waunogona kutenga etf, yakatarisana nezvese zvevatori vechinyakare uye mota yemagetsi.
Verenga zvinyorwa zvepakutanga pane: mari.com