Oliver Zipse, CEO ntawm BMW kuj yog tus thawj tswj hwm ntawm ACEA. Nws tab tom sawv ntawm pem hauv ntej ntawm lub tsheb hluav taws xob BMW i4 … [+]
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European carmakers cia siab tias kev muag khoom hauv European Union (EU) yuav plam 1% xyoo no tom qab yav dhau los cia siab tias yuav rov qab los rau kev loj hlob. Lawv xav kom tsoomfwv tsis tau teev tseg los pab txhawb kev loj hlob ntawm kev lag luam thiab roj kev txav mus rau lub tsheb hluav taws xob nrog cov nyiaj pab ntau dua rau cov khoom siv them nyiaj.
Tias, European carmakers koom haum paub los ntawm nws cov lus Fab Kis, koom nrog echo chamber forecasting kev muag khoom tsis muaj zog nyob teb chaws Europe hauv 2022, tab sis tsis tau sim kwv yees xyoo 2023. Kev cia siab rau kev muag tsheb thiab SUVs tab tom nrhiav tsis muaj zog.
Xib fwb Ferdinand Dudenhoeffer, tus thawj coj ntawm lub Chaw rau Kev Tshawb Nrhiav Automotive (CAR) hauv Duisberg, Lub Tebchaws Yelemees, tso qhov kev pom zoo li no.
"Qhov kev pheej hmoo ntawm Tebchaws Europe poob rau kev lag luam yog siab. Kev ua tsov ua rog Ukraine thiab qhov cuam tshuam ntawm cov nqi hluav taws xob tau cuam tshuam kev lag luam thiab xa kev lag luam mus rau qhov qis qis. Kev tawm tsam kev nce nqi yog qhov kev sib tw loj rau feem ntau lub tsev txhab nyiaj hauv nruab nrab thiab yuav nce ntxiv. Muaj qee qhov kev sib cav rau cov tub ua lag luam los txhawb kev yuav khoom pib, "Dudenhoeffer tau hais.
Tib yam tuaj yeem hais rau cov neeg siv khoom. Leej twg xav yuav lub tsheb tshiab, tej zaum yuav zoo cia li tos lwm xyoo ua ntej hloov lub qub.
ACEA Thawj Tswj Hwm thiab CEO ntawm BMW Oliver Zipse tsis tau hais tias tsoomfwv pab nws xav tau dab tsi, lossis yuav tsum siv nyiaj ntau npaum li cas rau kev them hluav taws xob.
lub cim qhia qhov chaw them lub tsheb hluav taws xob nrog lub zog hauv Catalonia Spain
Tshaj Plaws
"Yuav kom muaj kev rov qab los rau kev loj hlob - nrog rau kev sib koom ntau dua ntawm kev muag tsheb hluav taws xob kom cov hom phiaj huab cua tuaj yeem ua tau raws li - peb xav tau cov txheej txheem tsim nyog yuav tsum tau muab tso rau hauv," ACEA Thawj Tswj Hwm Zipse tau hais, thaum ACEA txais tos hnub Thursday.
"Cov no suav nrog kev ua kom muaj zog dua nyob hauv Europe cov khoom lag luam, tsab cai lij choj EU Cov Khoom Siv Tseem Ceeb uas ua kom muaj kev nkag tau zoo rau cov khoom siv raw uas xav tau rau e-mobility, thiab kev nrawm nrawm ntawm kev them nqi hluav taws xob," Zipse tau hais.
ACEA tau txiav nws cov kev muag khoom hauv EU thiab tam sim no cia siab tias 1% poob rau 9.6 lab rau xyoo. Ua tsaug rau cov kev sib tw ntawm Brexit, tus kab mob coronavirus pandemic, semiconductor muab fwj thiab kev ua tsov rog hauv Ukraine, EU muag tau poob 26% txij li xyoo 2019.
LMC AutomotiveCov kev kwv yees rau Western Europe, uas suav nrog 4 lub lag luam EU loj tshaj plaws hauv lub teb chaws Yelemees, Fabkis, Ltalis thiab Spain, ntxiv rau EU outlier Britain, tau poob qis txij li thaum ntxov xyoo thaum nws xav tias muaj kev noj qab haus huv 8.6% kev muag khoom. Lavxias teb sab ntxeem tau ntawm Ukraine puas lawm. Nws qhov kev kwv yees zaum kawg ntawm 5.9% poob rau xyoo rau 9.96 lab lub tsheb yog qhov kev txhim kho me ntsis ntawm lub hli tas los qhov kev cia siab poob ntawm 6.2%.
LMC Automotive tsis tau sim ib qho kev kwv yees tshwj xeeb rau 2023, tab sis nws taw qhia rau lub sijhawm nyuaj rau kev lag luam.
"Txawm hais tias muaj kev txwv tsis pub khoom siv tseem tab tom hais txog kev muag tsheb, kev thov kuj tseem raug rhuav tshem los ntawm cov neeg siv khoom tsis tshua muaj kev ntseeg siab, kev nce nqi siab, nce nqi zog thiab txoj cai tswj hwm nyiaj txiag. Rau xyoo 2023, thaum peb cia siab tias yuav muaj kev cuam tshuam ntawm cov khoom lag luam kom yooj yim, muaj feem ntau dua qhov kev thov poob yuav hloov pauv cov khoom lag luam raws li qhov cuam tshuam loj rau kev muag khoom, "LMC tau hais hauv tsab ntawv tshaj tawm.
Bernstein Kev Tshawb Fawb tau hais tias kev txiav txim rov qab tau poob hauv Tebchaws Europe, thiab yav tom ntej 3rd cov txiaj ntsig nyiaj txiag peb lub hlis twg yuav zoo siab los dag.
Cov txiaj ntsig no yuav yog qhov zoo kawg nkaus rau ib ntus. Lawv yuav inflated los ntawm unprecedented tej yam kev mob. Lub nti tsis txaus crimped loj tag nrho cov hom phiaj muag khoom thiab txhais tau tias feem ntau carmakers yuav tsum tau hloov mus muag tsawg lub tsheb tab sis ua kom lawv yog cov tsheb loj loj.
Bernstein Kev Tshawb Fawb pom muaj lub sijhawm zoo uas cov tuam txhab loj nyob sab Europe yuav dim kev cuam tshuam txog hluav taws xob, tab sis nws txhawj xeeb tias yuav muaj teeb meem rau lawv hauv 2023.
"EU sector EBIT (cov nyiaj tau los ua ntej paj thiab se) yuav qis dua 20% mus rau 30% hauv peb qhov kev kwv yees," Bernstein Research tau hais.
CAR's Dudenhoeffer tau hais tias kev muag khoom German hauv 2022 yuav poob mus rau ib puag ncig 2.5 lab, qhov phem tshaj plaws rau 30 xyoo, tsis muaj kev pom zoo rov qab mus txog xyoo 2024.
Dudenhoeffer tau hais tias "Lub sijhawm zoo ntawm cov nyiaj tau los nag xob nag cua ntawm 2 xyoo dhau los yuav dhau mus," Dudenhoeffer tau hais.
Tau qhov twg los: https://www.forbes.com/sites/neilwinton/2022/10/09/europes-car-makers-cut-sales-forecast-seek-government-help-electric-charging-subsidy/