Ku mugoroba wo ku ya 13 Ukwakira, Ikamyo yo mu Bushinwa National Heavy Duty Truck yashyize ahagaragara iteganyagihe ry’imikorere mu gihembwe cya mbere cya 2023. Isosiyete irateganya kugera ku nyungu ziva mu kigo cy’ababyeyi kingana na miliyoni 625 kugeza kuri miliyoni 695 mu gihembwe cya mbere. ya 2023, umwaka-ku mwaka kwiyongera 75% kugera kuri 95%.Muri bo, kuva muri Nyakanga kugeza muri Nzeri, inyungu yaturutse ku kigo cy’ababyeyi yari miliyoni 146 Yuan kugeza kuri miliyoni 164, yiyongereye cyane 300% igera kuri 350% umwaka ushize.
Isosiyete yavuze ko impamvu nyamukuru itera kuzamuka kw’imikorere iterwa n’ibintu nko kuzamura muri rusange ibikorwa by’ubukungu ndetse no kongera gukenera amakamyo aremereye y’ibikoresho, hamwe n’umuvuduko ukomeye ukomezwa n’ibicuruzwa byoherezwa mu mahanga, ndetse n’uburyo bwo gukira kw’inganda zikora amakamyo aremereye biragaragara.Isosiyete ikomeje kunoza ubuziranenge bwibicuruzwa no guhiganwa, kwihutisha kuzamura ibicuruzwa, kuzamura, no guhindura imiterere, gushyira mu bikorwa neza ingamba zo kwamamaza, no kugera ku iterambere ryiza mu bicuruzwa no kugurisha, bikarushaho kuzamura inyungu.
1 market Amasoko yo hanze ahinduka umurongo wa kabiri wo gukura
Mu gihembwe cya gatatu cy'umwaka wa 2023, Ikamyo y’Ubushinwa Ikomeye (CNHTC) yagumanye umuvuduko mwinshi w’iterambere kandi ikomeza kongera isoko ryayo, ikomeza gushimangira umwanya wa mbere mu nganda.Dukurikije imibare yatanzwe n’ishyirahamwe ry’imodoka mu Bushinwa, kuva muri Mutarama kugeza muri Nzeri 2023, Itsinda ry’amakamyo mu gihugu cy’Ubushinwa ryageze ku kugurisha amakamyo aremereye 191400, umwaka ushize wiyongeraho 52.3%, n’umugabane wa 27.1%, wiyongera y'amanota 3.1 ku ijana ugereranije nigihe kimwe cyo muri 2022, iza ku mwanya wa mbere mu nganda.
Twabibutsa ko isoko ryo hanze aricyo kintu nyamukuru gitera inganda z’amakamyo aremereye cyane mu Bushinwa, kandi Itsinda ry’amakamyo mu Bushinwa rikomeye rifite inyungu zikomeye ku isoko ryo hanze.Kuva muri Mutarama kugeza muri Nzeri, yageze mu mahanga amakamyo 99000 aremereye cyane, umwaka ushize yiyongera kuri 71,95%, kandi akomeza kugumana imbaraga.Ubucuruzi bwohereza mu mahanga bugizwe na 50% by'ibicuruzwa by'isosiyete, biba intambwe ikomeye yo gukura.
Vuba aha, Ubushinwa bwigenga bwaamakamyo aremereyeyazamuye imyanya yabo ku masoko yo hanze.Ihuriro ry’ibintu nko kongera ibikorwa remezo biva mu bihugu byinshi bikiri mu nzira y'amajyambere, kurekura ibirarane by’ibikenerwa mu gutwara abantu ku masoko yo hanze, ndetse no kwiyongera kw’ibicuruzwa byigenga byongereye cyane kugurisha ibicuruzwa byoherezwa mu mahanga mu makamyo aremereye cyane.
GF Securities yizera ko kuva mu gice cya kabiri cy'umwaka wa 2020, urwego rutanga isoko rwafashe iyambere mu kugarura amahirwe yo kugera ku kirango cy’amakamyo aremereye mu Bushinwa.Ikigereranyo cyibikorwa byigiciro gishyigikira iterambere ryigihe kirekire cyoherezwa mu mahanga, kandi ijambo ryo mu kanwa rishobora gukomeza kugira uruhare mu ngaruka nziza.Biteganijwe ko izakomeza umuvuduko mwiza muri Amerika yo Hagati no mu majyepfo ndetse no mu bihugu “Umukandara n'Umuhanda”, kandi igacika buhoro buhoro mu yandi masoko, cyangwa ikazaba umurongo wa kabiri w’iterambere ryibanze ku mishinga y’ubucuruzi y’ubucuruzi y’ubushinwa.
2 expectations Ibiteganijwe neza mu nganda ntibihinduka
Usibye isoko ryo hanze, ibintu nko kuzamuka mu bukungu, kuzamura ibicuruzwa, gukenera cyane ibinyabiziga bya gaze, na politiki yo kuvugurura ibinyabiziga bya kane by’igihugu byashyizeho urufatiro rw’isoko ry’imbere mu gihugu, kandi inganda ziracyafite ibyifuzo byiza.
Ku bijyanye n'iterambere ry'inganda zikora amakamyo aremereye mu gihembwe cya kane cy'uyu mwaka ndetse no mu gihe kizaza, Ubushinwa National Heavy Duty Truck Corporation bwagaragaje ibyiringiro mu gihe cyo kungurana ibitekerezo n'abashoramari.Ikigo cy’Ubushinwa gishinzwe gutwara abantu n'ibintu (CNHTC) cyatangaje ko mu gihembwe cya kane, gitwarwa n’isoko ry’imodoka ya gaze, igipimo cy’imodoka zikurura ku isoko ry’imbere mu gihugu kizagera hejuru ya 50%, imodoka za gaze zikaba zifite umubare munini.Mugihe kizaza, igipimo cyimodoka zikurura zizagenda ziyongera.Isosiyete yizera ko ibinyabiziga bya gaze bizakomeza kuba isoko y’isoko mu gihembwe cya kane cy’uyu mwaka ndetse n’igihembwe cya mbere cy’umwaka utaha, kandi bizagaragarira ku masoko ya za romoruki ndetse n’amakamyo.Igiciro gito cya gaze yimodoka ya gaze kizana ibiciro bike kubakoresha no kongera icyifuzo cyo gusimbuza abakoresha ibinyabiziga bya peteroli.Muri icyo gihe, isoko ry’imodoka zubaka naryo rizatera imbere mu gihembwe cya kane kubera ingaruka za politiki z’igihugu zijyanye n’imitungo itimukanwa n’ibikorwa remezo.
Ku bijyanye n'icyizere cyo kuzamuka mu nganda, CNHTC yavuze kandi ko uko ubukungu bw’imibereho bugenda bugaruka buhoro buhoro, ishyirwa mu bikorwa rya politiki zinyuranye z’ubukungu bw’igihugu, kugarura ikizere cy’umuguzi no kwihutisha iterambere ry’imitungo itimukanwa bizatuma ubukungu bwiyongera kugeza gutuza.Ivugurura risanzwe ryazanywe na nyir'inganda, ubwiyongere bw’ibisabwa bwazanywe no guhungabana mu bukungu no kuzamuka, ndetse no kongera gukenerwa nyuma y’isoko “ryagurishijwe”, ndetse n’ibintu nko kwihutisha ivugurura ry’ibinyabiziga mu cyiciro cya kane cy’icyiciro ubukungu bwigihugu no kongera igipimo cy’ingufu nshya mu cyiciro cya gatandatu cy’ubukungu bw’igihugu, bizazana ibintu bishya ku nganda zikenewe.Muri icyo gihe, iterambere n’imigendekere y’amasoko yo hanze nabyo byagize uruhare runini mu gushyigikira icyifuzo niterambere ryikamyo iremereyeisoko.
Ibigo byinshi byubushakashatsi byizeye kimwe iterambere ryinganda zamakamyo aremereye.Caitong Securities yizera ko iterambere ry’umwaka ku mwaka kugurisha amakamyo aremereye mu 2023 biteganijwe ko bizakomeza.Ku ruhande rumwe, ishingiro ry’ubukungu riragenda ryiyongera buhoro buhoro, bikaba biteganijwe ko bizatuma ibicuruzwa bitwara ibicuruzwa ndetse n’igurisha ry’amakamyo aremereye.Ku rundi ruhande, ibyoherezwa mu mahanga bizahinduka ingingo nshya y’iterambere ry’inganda ziremereye muri uyu mwaka.
Raporo y’ubushakashatsi bwakozwe mu majyepfo y’iburengerazuba, ifite icyizere ku bayobozi b’inganda bafite imikorere ihanitse, nk’Ubushinwa National Heavy Duty Truck Corporation, muri raporo y’ubushakashatsi.Yizera ko hamwe n’ubukungu bw’imbere mu gihugu buhamye kandi bwiza ndetse n’ubushakashatsi bugaragara ku masoko yo mu mahanga n’inganda zikomeye z’amakamyo aremereye, inganda z’amakamyo aremereye zizakomeza gukira mu bihe biri imbere.
Igihe cyo kohereza: Ugushyingo-24-2023
