Ho tloha tlhokahalong ea ho tšela leoatle "khutlela" ho khutlela "khaellong ea thepa", ho ea sethaleng se seholo sa khoebo sa e-commerce sa kajeno ka ho batla ka bobeli, e fetohile mokhoa o mocha oa boleng ba bophelo, ntloana e bohlale e amoheloa ke ho feta le malapa a mangata a Sechaena, sekhahla sa ho kenella 'marakeng lilemong tse' maloa tse fetileng ho eketseha ka potlako.Haufinyane tjena, Goldman Sachs, banka ea matsete e tsebahalang lefatšeng ka bophara, o ile a etsa polelo e "sa tloaelehang" 'marakeng oa matlwana a bohlale a China, a lumela hore sekhahla sa ho kenella ha sehlopha sena' marakeng oa Chaena lilemong tse nne tse tlang se tla nyolohela ho 11%, e lekanang le hofeta ho menahane ha mebaraka.Kahoo, tekanyo e bohlale ea ho kenella ha ntloana e tla ba kapele kamoo Goldman Sachs a neng a boletse kateng?Ha maraka a tloaelehileng a theko e tlaase a hlaha, ho tsebahala ha sekhahla se phahameng sa kholo ho amana le see?Bakeng sa bokamoso, ts'ebetsong ea ho atolosa ka potlako, 'maraka o bohlale oa ntloana, ho ntse ho e-na le mathata afe le lintlha tsa bohloko tse lokelang ho rarolloa?
Ho ea ka Goldman Sachs, matloana a bohlale a haufi le ho amoheloa ke setso sa Machaena, 'me sekhahla sa ho kenella ha sehlopha Chaena se tla nyoloha ho tloha ho 4% ka 2022 ho isa ho 11% ka 2026, ha chelete eohle ea indasteri ea thepa ea bohloeki ea Chaena e tla fihla ho $21 bilione. selemo.Ke 'nete, ka takatso e matla ea bareki ea ho phela bophelo bo bohlale ba lapeng lilemong tse' maloa tse fetileng, matloana a bohlale a atlehile 'marakeng oa China, le mabapi le khoebo ea e-commerce, mohlala, ho latela lintlha tsa GfK's CICOM, CAGR ea matloana a bohlale ho tloha 2017. ho 2022 e ne e le 32%, 'me ho kenella ha' maraka hona joale ho matlafalitsoe ho pota 4% -5%.Leha ho le joalo, ho tšoana le Goldman Sachs e boletse esale pele, lilemong tse latelang tse ka tlaase ho 4, tekanyo ea ho kenella 'marakeng ho tloha ho ea hona joale e ka tlaase ho 5% ho ea ho 11%, le hoja ho na le sebaka sa ho nahana, empa hape ho thata.
Tabeng ena e le 'ngoe, moqolotsi oa litaba oa naha oa China o ile a buisana le likhoebo tse ngata tse bohlale tsa matloana, bahlahlobisisi ba indasteri, ba bontšitse tšepo mabapi le nts'etsopele ea 'maraka oa matloana a bohlale lilemong tse' maloa tse tlang, empa ho latela sepheo, le bona ba bonts'a ts'epo. ha ba lumele hore sekhahla se bohlale sa ho kenella ha matloana se tla hola ka potlako lilemong tse 'ne feela tse tlang."Ka lehlakoreng le leng, ka tsoelo-pele e potlakileng ea moruo oa Chaena, chelete e kenang ka motho ka mong ea baahi kholong e tsoelang pele ea ntlafatso ea ts'ebeliso le sekhahla sa ho aha ha litoropo e ntse e ntlafala ho khothaletsa tlhokahalo ea ntlafatso ea matloana a bohlale," mohlahlobi e moholo oa GfK Xiaolei Ha a supa. tsoa ho tlhahlobo ea moqolotsi oa litaba oa State Grid.Empa ka lehlakoreng le leng, China e na le palo e kholo ea limmaraka tsa makeisheneng le tsa mahaeng, beng ba ntloana ea eona ea metsi e tlase haholo, 'me thuto ea bophelo bo botle le tse ling tse salletseng morao, tse amang sekhahla sa ho kenella ha lihlahisoa tse bohlale tsa bohloeki tse emeloang ke ntloana e bohlale.Ntle le moo, 'maraka oa thekiso ea matlo oa China o ntse o putlama, ho tloha ha ho phatlalatsoa ha morao tjena lik'hamphani tse ngata tsa bohloeki tse thathamisitsoeng tlalehong ea halofo ea selemo, ka phello ea ts'ebetso ea' maraka oa thepa ea China tlasa khatello, thekiso ea khoebo e amehang le phaello e fokotsehile. .
Lilemo tse 4 ho feta habeli sekhahla sa kholo ea ho kenella ha ho hlakile, empa moepa o molelele oa indasteri ea ntloana e bohlale, bokhoni bo matla ba lehloa bo ntse bo ke ke ba hlokomolohuoa.Khoebo ea lisebelisoa tsa bolulo tsa Panasonic BU nako e telele Ren Shao Yang ho motlalehi oa marang-rang oa naha o itse, ka lebaka la ketane ea indasteri e holimo le e tlase e ile ea ntlafala butle-butle, likelello tsa bareki li fetoha (bophelo bo botle, ho itloaetsa, ho eketseha ha tlhokahalo e bohlale), hammoho le phetoho ea mefuta-futa ea mocha (mohaho oa pele o sa sebetseng). thepa ea kajeno Inthaneteng dikanale tse ngata sehlahiswa nehelano, 'me butle-butle e be e ka pele-qetellong ea pele-qetellong ea bayemi le mokhabiso khampani tekanyetso, dikahare tsa dikanale puisano le diversification) joalo-joalo lintho tse ngata tse molemo, tse latelang 3- Lilemo tse 5, lilemo tse latelang tsa 3-5, indasteri e bohlale ea ntloana e ntse e le moepa o molelele oa bokhoni ba lehloa.Lintlha tse khahlisang, ntloana e bohlale ea lilemo tse 3-5 molemong oa kholo ea 'maraka oa lapeng, sekhahla sa ho kenella se tla boloka kholo e potlakileng.Ren Shaoyang o itse: "Ho na le phetoho e nyane indastering ea thepa ea ka tlung."
"Lilemong tsa morao tjena, lihlopha tsa bareki ba lichelete tse bohareng le tse phahameng le tse phahameng tsa Chaena li ntse li hōla ka potlako, ntlafatso ea tšebeliso ea lijo, bophelo bo botle, bohlale ba dijithale e fetohile tataiso e ka sehloohong ea khetho ea bareki, bareki ba nts'etsopele ea liqeto tsa ho reka ba ntse ba shebana le ho feta. boleng le tshebetso.E kentsoeng lihlahisoa tsa ntloana, ha e bapisoa le ntloana ea setso, matšeliso a bohlale a ntloana, boiketlo le litšoaneleho tsa bophelo bo botle li ntse li tsejoa le ho tšeptjoa ke bareki ", Mopresidente oa ts'ebetso ea lihlopha tse robong Lin Xiaowei o boetse a bua le moqolotsi oa litaba, kholo ea bohareng le e phahameng- batho ba fumanang chelete le liphetoho mekhoeng ea tšebeliso ea basebelisi, hammoho le botsofali bo potlakileng, ntlafatso ea sebopeho sa tšebeliso le ho aha ha litoropo li ntse li tsoela pele ho khothaletsa phetoho ea matloana a sechaba, mahae a maqheku, mabenkele a mang a maholo le meaho ea liofisi tsa maemo a holimo, tse bohareng le tse bohareng. lihotele tsa maemo a holimo le libaka tse ling tsa sechaba li se li qalile ho nkela ntloana e bohlale sebaka.Ka nako e ts'oanang, kaha palo ea botsofali ea Chaena e ntse e eketseha le ho feta, 'me 90% ea batho ba tsofetseng ba amohela mokhoa oa ho tsofala lapeng, "phetoho e loketseng lilemo" ea bophelo ba lapeng e fetoha tlhokahalo.…… Lintlha tsena kaofela li tlatselitse ho ntloana e bohlale mothating ona mme nako e tlang 'marakeng oa lapeng e tla boloka kholo e phahameng.Ha e le hantle, ho phaella moo, "theko e tloaelehileng ea ho theoha" sesebelisoa sena ha ea lokela ho hlokomolohuoa.
Nako ea poso: Nov-13-2023
