Isimo sohwebo lwangaphandle kanye nokuhlaziywa kwedatha yemakethe

Ekuhwebeni komhlaba wonke kwemishini yangaphandle, izibani zangaphandle seziphenduke ingxenye ebalulekile yemakethe yohwebo lwangaphandle ngenxa yokusebenza kwazo kanye nesidingo.

Okokuqala:Usayizi wemakethe yomhlaba wonke kanye nedatha yokukhula

Ngokusho kweGlobal Market Monitor, imakethe yamalambu omhlaba kulindeleke ukuthi ifinyelele ku-$147.97 million ngo-2025, okumaka ukukhula okubalulekile kwemakethe uma kuqhathaniswa nezibalo ezedlule. Izinga lokukhula lonyaka elihlanganisiwe (CAGR) kulindeleke ukuthi ligcine ku-4.85% kusukela ngo-2025 kuya ku-2030, lidlule ukukhula kwemboni yemishini yangaphandle emhlabeni wonke ngo-3.5%. Lokhu kukhula kubonisa isidingo esingokwemvelo samalambu njengomkhiqizo wabathengi ohlala isikhathi eside. .

Okwesibili:Ukuhlukaniswa kwedatha yemakethe yesifunda

1. Usayizi wemali engenayo nengxenye

2. Umehluko wokukhula kwesifunda

Izifunda ezikhula kakhulu: Isifunda sase-Asia-Pacific sihola phambili ekukhuleni, ngokukhula okulinganiselwa ku-12.3% ngonyaka ka-2025, phakathi kwayo imakethe yaseNingizimu-mpumalanga ye-Asia inikela ngokunyuka okukhulu -- Ukukhula kwaminyaka yonke kwenani labahamba ngezinyawo kulesi sifunda ngo-15%, okuqhuba ukukhula konyaka kokungeniswa kwezibani ngo-18%. .

Izifunda zokukhula ezizinzile: Izinga lokukhula kwezimakethe zaseNyakatho Melika kanye nezimakethe zaseYurophu zizinzile, okungama-5.2% no-4.9% ngokulandelana, kodwa ngenxa yesisekelo esikhulu, zisewumthombo oyinhloko wemali engenayo yohwebo lwangaphandle; phakathi kwazo, imakethe eyodwa yase-United States yenza ama-83% emali engenayo yonke yaseNyakatho Melika, kanti iJalimane neFrance ndawonye zenza ama-61% emali engenayo yonke yaseYurophu.

Okwesithathu:Ukuhlaziywa kwedatha yezici ezithonya uhwebo lwangaphandle

1. Inqubomgomo yohwebo kanye nezindleko zokuhambisana nayo

Umthelela wentela yezimpahla: Amanye amazwe akhokhisa intela yempahla engu-5% -15% kumalambu aphuma kwamanye amazwe.

2. Isilinganiso sobungozi bokushintshisana

Thatha isilinganiso sokushintshanisa se-USD/CNY njengesibonelo, ububanzi bokuguquguquka kwezinga lokushintshanisa ngo-2024-2025 ngu-6.8-7.3

3. Ukushintshashintsha kwezindleko ze-Supply chain

Izinto ezisetshenziswayo ezibalulekile: Ngo-2025, ukuguquguquka kwentengo yezinto zokusetshenziswa kwebhethri ye-lithium kuzofinyelela ku-18%, okuholela ekuguquguqukeni kwe-4.5% -5.4% kuzindleko zeyunithi zamalambu;

Izindleko zokuthutha: Intengo yokuthunyelwa kwamazwe ngamazwe ngo-2025 izokwehla ngo-12% uma iqhathaniswa no-2024, kodwa isephezulu ngo-35% kunaleyo ngo-2020.

Okwesine:Ulwazi lwedatha yamathuba emakethe

1. Indawo ekhulayo yemakethe ekhulayo

Imakethe yeYurophu Emaphakathi neMpumalanga: Isidingo sokungenisa izibani zangaphandle kulindeleke ukuthi sikhule ngo-14% ngo-2025, izimakethe zasePoland naseHungary zikhula ngo-16% ngonyaka futhi zithanda imikhiqizo engabizi kakhulu (US$15-30 iyunithi ngayinye)

Imakethe yaseNingizimu-mpumalanga ye-Asia: Izinga lokukhula lonyaka lokuthengiswa kwelambu le-e-commerce eliwela imingcele lingama-25%. Inkundla yeLazada neShopee kulindeleke ukuthi yeqe amaRandi ayizigidi ezingama-80 ku-GMV yelambu ngo-2025, phakathi kwawo amalambu angangeni manzi (IP65 nangaphezulu) enza ama-67%. .

2. Amathrendi wedatha yokusungulwa komkhiqizo

Izidingo zokusebenza: Amalambu okufiphaza okuhlakaniphile (inzwa yokukhanya) kulindeleke ukuthi ahlanganise u-38% wokuthengiswa komhlaba wonke ngo-2025, akhuphuke ngamaphesenti angu-22 kusukela ngo-2020; amalambu asekela ukushaja okusheshayo kohlobo C azobona ukwamukelwa kwemakethe kukhuphuka kusuka ku-45% ngo-2022 kuya ku-78% ngo-2025.

Kafushane, ngenkathi imakethe yokuthekelisa izibani zangaphandle ibhekene nezinselelo eziningi, idatha ikhombisa amandla amakhulu okukhula. Amabhizinisi agxile kokuthekelisa kufanele abeke phambili izimakethe ezisafufusa njenge-Southeast Asia kanye ne-Central and Eastern Europe, agxile emikhiqizweni esebenzayo edingeka kakhulu. Ngokusebenzisa amasu okuvikela izimali kanye nokusungula amanethiwekhi ahlukene ochungechunge lokuhlinzeka, izinkampani zinganciphisa ngempumelelo ubungozi obuvela ekushintshashintsheni kwezinga lokushintshisana nokuguquguquka kwezindleko, ngaleyo ndlela zithole ukukhula okuzinzile.