Nyob zoo tav su thiab ua tsaug rau koj txoj kev txhawb nqa.Txais tos rau Mavericks '2022 Q4 cov nyiaj tau los hu.[Cov Lus Qhia rau Tus Neeg Ua Haujlwm] Thov nco ntsoov tias lub rooj sib tham hnub no tau raug kaw.
Tam sim no kuv xav tig lub rooj sib tham rau hnub no tus hais lus, Wendy Zhao, Senior Investor Relations Manager ntawm Maverick Technology.thov txuas ntxiv mus.
Ua tsaug tus neeg teb xov tooj.Nyob zoo sawv daws.Zoo siab txais tos rau lub rooj sib tham hnub no los tham txog Niu Technologies 'Q4 2022 cov txiaj ntsig.Cov ntawv tshaj tawm nyiaj tau los, tuam txhab nthuav qhia thiab cov lus nyiaj txiag tau muab tso rau ntawm peb lub vev xaib Investor Relations.Lub rooj sib tham hu xov tooj tseem tau tshaj tawm nyob rau hauv lub tuam txhab cov neeg lag luam kev sib raug zoo lub vev xaib, thiab cov ntaub ntawv kaw tseg ntawm lub rooj sib tham hu yuav muaj sai sai.
Thov nco ntsoov tias qhov kev sib tham niaj hnub no yuav muaj cov lus hais txog yav tom ntej uas tau ua raws li kev nyab xeeb chaw nres nkoj ntawm US Private Securities Litigation Reform Act of 1995. Cov lus hais rau pem hauv ntej muaj kev pheej hmoo, tsis paub tseeb, kev xav thiab lwm yam.Lub tuam txhab cov txiaj ntsig tiag tiag tuaj yeem sib txawv ntawm cov lus tshaj tawm hnub no.Cov ntaub ntawv ntxiv ntawm cov kev pheej hmoo raug suav nrog hauv tuam txhab cov ntaub ntawv pej xeem nrog Securities thiab Exchange Commission.Lub Tuam Txhab tsis muaj lub luag haujlwm los hloov kho cov lus qhia yav tom ntej, tshwj tsis yog raws li txoj cai lij choj.
Peb cov ntawv tshaj tawm P&L thiab qhov kev hu no suav nrog kev sib tham ntawm qee qhov tsis yog-GAAP nyiaj txiag piv.Daim ntawv tshaj tawm muaj cov ntsiab lus ntawm kev ntsuas nyiaj txiag tsis yog GAAP thiab kev sib koom ua ke ntawm GAAP rau cov txiaj ntsig tsis yog GAAP.
Hnub no, Dr. Li Yan, peb Tus Thawj Coj Thawj Coj, thiab Ms. Fion Zhou, peb Tus Thawj Saib Xyuas Nyiaj Txiag, tau koom nrog kuv hauv xov tooj.Tam sim no cia kuv hla qhov kev sib tw rau Jan.
Ua tsaug rau txhua tus tuaj koom peb lub rooj sib tham hnub no.Nyob rau hauv lub quarter thib plaub ntawm 2022, tag nrho cov muag khoom yog 138,279 units, nqis 41.9% ntawm xyoo tas los.Hauv particular, kev muag khoom hauv Suav lag luam tau txo qis los ntawm 42.5% xyoo rau xyoo rau kwv yees li 118,000 units.Kev muag khoom hauv kev lag luam txawv teb chaws poob 38.7% rau 20,000 units.
Tag nrho cov nyiaj tau los rau lub quarter thib plaub yog 612 lab yuan, nqis 38% ntawm xyoo tas los.Qhov txiaj ntsig no xaus rau tag nrho xyoo nyiaj txiag 2022, ib xyoos ntawm kev sim zoo rau peb.Tag nrho cov muag khoom yog 831,000 units, nqis 19.8% ntawm xyoo tas los.Tag nrho cov nyiaj tau los rau lub xyoo yog 3.17 billion yuan, nqis 14.5%.
Tam sim no, tshwj xeeb tshaj yog peb cov lag luam nyob rau hauv Suav lag luam, tab tom ntsib headwinds ntawm qhov tsis paub tseeb tshwm sim los ntawm kev rov qab los ntawm COVID thiab nce Li-ion roj teeb nqi pib nyob rau hauv lub quarter thib ob ntawm 2022. Tag nrho cov muag khoom nyob rau hauv Tuam Tshoj ua lag luam poob 28% xyoo nyob rau ib ncig ntawm lub xyoo. 710,000 units.Peb cov nyiaj tau los tag nrho hauv Suav lag luam yuav txo qis kwv yees li 19% mus rau kwv yees li 2.36 billion yuan hauv 2022. Tsis yog tsuas yog muaj COVID rov tshwm sim cuam tshuam kev lag luam kev xav tau, tab sis ntau qhov kev lag luam loj tshaj tawm kuj tau ncua vim kev kaw ib hlis ntev hauv Shanghai.Peb lub chaw R&D nyob hauv nroog.Peb yuav tsis muaj peev xwm tshaj tawm ntau yam khoom tseem ceeb kom txog rau thaum lub Cuaj Hlis 2022, uas yuav ua rau kev muag khoom siab kawg.
Ntxiv nrog rau kev cuam tshuam los ntawm COVID, peb tseem tab tom ntsib cua daj cua dub vim qhov nce lithium roj teeb nqi.Txij li thaum Lub Peb Hlis 2022, tus nqi ntawm cov khoom siv raw rau cov roj teeb lithium-ion tau nce siab los ntawm ze li 50%, ua rau qeeb qeeb ntawm kev nkag mus ntawm hluav taws xob ob lub log nrog lithium-ion roj teeb rau hauv Suav lag luam.Tus nqi nce cuam tshuam rau peb ntau dua vim tias feem ntau ntawm peb cov hluav taws xob scooter siv lithium-ion roj teeb.
Txhawm rau kom muaj kev noj qab haus huv tag nrho, peb yuav tsum tau nce nqi los ntawm qhov nruab nrab ntawm 7-10% thiab ua kom zoo dua peb cov khoom sib xyaw kom tsim cov khoom lag luam zoo pib nyob rau lub quarter thib ob ntawm 2022. Yog li, nrog rau kev zam ntawm thawj peb lub hlis twg ntawm 2022, thaum peb ua tiav kev loj hlob ntawm ib lub xyoo, kev muag khoom nyob rau hauv lub thib ob, peb thiab plaub lub hlis twg ntawm 2022 tau poob 25-40% xyoo-rau-xyoo vim muaj kev cuam tshuam ntawm lithium.Nqe.
Tam sim no nkag mus rau peb lub lag luam thoob ntiaj teb, 2022 pom kev loj hlob zoo, nrog kev muag khoom nce 142% xyoo rau xyoo rau kwv yees li 121,000 units, thiab scooter cov nyiaj tau los nce 51% xyoo rau xyoo rau 493 lab yuan.Lub micromobility sub-sector, tshwj xeeb tshaj yog scooters, tau ua tus tsav tsheb loj ntawm qhov kev nce siab no, nrog ntau tshaj 100,000 units muag.
Txawm li cas los xij, kev muag khoom hauv hluav taws xob ob lub log tsheb poob los ntawm 46% nrog 18,000 units muag hauv 2022. Qhov poob ntawm kev muag hluav taws xob ob lub log yog feem ntau vim yog lub khw muag khoom kaw, vim feem ntau cov tswv lag luam tsis tau nce nyiaj ntxiv rau kev nthuav dav. .Lub caij nplooj zeeg hauv kev lag luam ua lag luam ua rau poob qis ntawm kev muag khoom ntau dua 11,000 units, suav txog yuav luag 70% ntawm tag nrho cov muag khoom poob hauv kev lag luam txawv teb chaws hluav taws xob ob-wheeler.
Tam sim no peb cov lag luam txawv teb chaws, zoo li Suav lag luam, tseem tab tom ntsib teeb meem ntawm lithium roj teeb nqi nrawm.Kev nce nqi roj teeb lithium, ua ke nrog kev txaus siab ntawm cov nyiaj euro thiab duas, yuam kom peb nce peb cov nqi muag los ntawm qhov nruab nrab ntawm 22% hauv European lag luam, qhov twg peb yav tas los muag 70% ntawm peb cov roj teeb hluav taws xob dual.- log tsheb.Kev muag khoom nce nqi tau cuam tshuam kev muag khoom ntawm peb lub tsheb fais fab hauv cov neeg siv khoom lag luam, tshwj xeeb tshaj yog nyob hauv Europe.
Tam sim no peb saib rov qab rau xyoo dhau los, kev hloov pauv hauv kev ua lag luam muaj kev cuam tshuam tsis zoo rau peb txoj haujlwm.Hauv Suav teb, cov nqi nce ntxiv rau cov roj teeb lithium tau thim rov qab kev nkag mus ntawm lithium-ion rau hauv e-bike thiab maus taus kev lag luam, thiab lawv tau nkag mus rau peb cov khoom lag luam nkag, uas suav txog 35% ntawm peb cov muag khoom hauv 2021, thiab tsis muaj kev sib tw. hauv khw.lub khw no.
Hauv kev ua lag luam thoob ntiaj teb, nrog rau kev zam ntawm kev nce hauv lithium-ion roj teeb, lub khw lag luam kaw qhov pib suav nyiaj xoom mus rau ib feem peb ntawm peb cov hluav taws xob ob lub log, lossis ntau tshaj li ib nrab ntawm peb cov nyiaj tau los ntawm ob lub log tsheb.Paub tias tsis muaj qhov kev hloov pauv no yuav yog ib ntus, peb tau pib ua cov tswv yim hloov kho kom haum rau kev hloov pauv hauv kev lag luam hauv xyoo 2022. Cov kev hloov pauv no siv sijhawm thiab yuav ua rau qee qhov kev poob qis hauv 2022, tab sis yuav ua kom muaj kev ruaj ntseg ntev. - kev loj hlob zoo.
Ua ntej ntawm tag nrho cov, hais txog cov khoom tsim nyob rau hauv Suav lag luam, peb tau hloov lub hom phiaj ntawm R & D rau high-end khoom kab, uas yog Mavericks cov khoom thiab high-end phiaj cov khoom kab.Xyoo 2021, peb yuav tsom mus rau cov khoom lag luam nkag rau hauv kev lag luam loj, ua kom zoo dua cov nqi qis ntawm lithium-ion roj teeb.Txawm li cas los xij, thaum cov khoom lag luam nkag mus no tau pab txhawb rau kev loj hlob ib zaug, lawv muaj kev cuam tshuam tsis zoo rau tag nrho cov paj tom qab lithium roj teeb nqi nce.Cov neeg siv khoom lees paub ntxiv raug kev txom nyem los ntawm luv luv mileage thiab hom duab.
Xyoo 2022, peb tau hloov kho peb cov khoom tsim tawm tswv yim thiab rov tsom mus rau cov khoom lag luam siab thiab nruab nrab.Peb kuj tau qhia txog graphite lead-acid roj teeb rau peb qhov nruab nrab ntawm e-bikes thiab maus taus, tso cai rau peb kom muaj ntau yam thiab txo cov nqi.Peb cov khoom lag luam high-end tso cai rau peb kom tau txais txiaj ntsig los ntxiv dag zog rau peb cov hom lag luam, thaum peb cov khoom lag luam nruab nrab tso cai rau peb ua ke tsim kev zoo nkauj nrog cov yam ntxwv ntawm tus nqi pheej yig.
Txhawm rau hais txog peb cov kev ua tiav hauv kev tsim khoom hauv xyoo 2022, Kuv xav hais txog kev hloov pauv mus ntev ntawm SQi thiab UQi + tshiab hauv kev ua lag luam siab.SQi yog peb qhov khoom zoo tshaj plaws hauv kev lag luam e-tsheb tuam.Kev tsim kho tshiab thiab cov khoom siv thev naus laus zis ntawm tus nqi ntau dua 9,000 yuan.Straddle maus taus zoo li SQi tau txais txiaj ntsig zoo los ntawm kev ua lag luam uas cov neeg yuav khoom yuav tsum tau tos tsib mus rau rau lub hlis rau kev xa khoom.
NIU UQi + yog qhov tseeb ntxiv rau peb txhua lub sijhawm nyiam Niu series.NIU UQi + Nrog rau kev txhim kho teeb pom kev zoo, kev tswj hwm ntse, caij kev lag luam thiab cov yam ntxwv ntawm tus kheej ntxiv, UQi + tau nyiam ntau tus neeg nyiam thiab nthuav dav kev sib raug zoo xov xwm txij li thaum nws pib, nrog ze li 50,000 units tau xaj thawj zaug hauv Lub Ib Hlis ib leeg.Cov lus teb zoo no yog ib qho pov thawj rau peb cov kev coj noj coj ua, kev muaj peev xwm thiab cov khoom tsim, thiab peb npaj yuav tshaj tawm cov khoom lag luam zoo siab ntxiv nyob rau lub quarter thib ob ntawm 2023.
Tam sim no peb muaj 2022 V2 thiab G6 series nyob rau hauv nruab nrab-ntau kab.Lub V2 yog lub tsheb kauj vab e-tsheb tuam nrog tus qauv tsim me me tab sis loj dua.Qhov no yog kwv yees li 10-30% ntau tshaj qhov nrov G2 thiab F2 peb tab tom tso tawm hauv 2022, 2020 thiab 2021. Lub G6 yog lub teeb yuag hluav taws xob maus taus nrog lub peev xwm txuas ntxiv thiab lub roj teeb graphite-lead-acid nrog ntau qhov ntau dua. 100 km ntawm ib qho nqi.
Thaum tag nrho peb cov khoom tso tawm thaum kawg ntawm lub Cuaj Hli tsis nco lub caij nyoog tshwj tsis yog rau G6, cov khoom lag luam tshiab tau tshaj tawm sai sai rau ntau dua 70% ntawm kev muag khoom hauv lub quarter thib plaub, tsuas yog peb lub hlis tom qab tso tawm.Nws kuj tseem pab peb ASP loj hlob 15% ua ntu zus hauv Q4 2022. Rau qee qhov, qhov no yog [inaudible] peb txoj kev hloov kho cov tswv yim, tsom mus rau cov khoom zoo sib xws.Peb tab tom maj mam txo qhov cuam tshuam ntawm kev nce lithium-ion roj teeb nqi thiab pib offset tag nrho cov margins.
Tam sim no, nrog kev tshaj tawm ntawm SQi cov khoom lag luam hwm, NIU UQi + tseem tab tom hloov nws txoj kev lag luam los tsom rau cov khoom lag luam thiab cov neeg siv.Qhov no ua rau muaj kev txhim kho rov qab los ntawm peb txoj kev lag luam kev lag luam thiab tseem tau pab peb txuas ntxiv kom loj hlob lub npe.Piv txwv li, 2022 kev tshaj tawm kev lag luam ntsig txog kev tshaj tawm peb cov khoom tshiab SQi thiab UQi + tau mus txog 1.4 billion views thoob plaws txhua lub platform.
Peb kuj tau tshaj tawm Mavericks Innovation Ambassador Program, uas yog lub hauv paus ntawm peb cov neeg siv khoom lag luam zoo tshaj plaws, thiab tau caw ntau dua 40 Mavericks cov neeg siv thiab cov neeg cuam tshuam los koom tes tsim thiab tuav cov xwm txheej hauv zos nrog Mavericks.Thaum lub ntiaj teb khob xyoo 2022, peb tau tsa tus thawj coj hauv ntiaj teb khob los saib cov yeeb yam tshiab scooter showcasing scooters uas tau dai kom zoo nkauj nrog lub ntiaj teb khob.Tsuas yog ob lub lis piam, cov scooters tshwj xeeb tau racked tag nrho ntawm 3.7 lab views ntawm Suav social media.
Tam sim no, nyob rau hauv peb lub lag luam thoob ntiaj teb, peb lub tswv yim muaj ntau haiv neeg thiab ob xyoos dhau los peb cov khoom lag luam tau nthuav dav tshaj li hluav taws xob ob lub log, nthuav dav thaj chaw tshaj li cov lag luam tseem ceeb nyob sab Europe.Lub tswv yim no tau muaj kev vam meej thawj zaug ntawm cov khoom lag luam tshiab loj hlob hauv 2022, nrog kev lag luam tshiab tsuas yog ib feem cuam tshuam qhov kev poob qis hauv kev lag luam hluav taws xob ob lub log thiab kev txhim kho thawj zaug peev hauv cov khoom tshiab thiab kev lag luam tshiab [inaudible].
Hais txog kev nthuav dav cov khoom lag luam, peb tau ua tiav thawj qhov kev vam meej hauv kev lag luam hluav taws xob scooters hauv 2022. Peb tau tsim cov khoom lag luam no hauv peb lub hlis twg ntawm xyoo 2021 thiab tau txij li kev tawm tswv yim leveraged lour's scooter portfolio rau cov khoom hwm no nrog tsim kev lees paub hauv lub khw.Peb pib nrog cov nqi rau cov khoom lag luam zoo txij li $ 800 txog $ 900.thiab cov khoom pheej yig nqi ntawm $300 thiab $500.Cov tswv yim no ua rau qeeb ntim kev loj hlob thaum xub thawj, tab sis tau pab lub hom phiaj tsim nws tus kheej hauv qeb tshiab.
Niu yeej Riders Choice Award 2023 rau lub tuam txhab scooter zoo tshaj plaws los ntawm Micromobility World.Peb cov khoom siv thev naus laus zis, K3, kuj tau them los ntawm qee qhov kev tshaj tawm thev naus laus zis xws li TomsHard [Phonetic], TechRadar thiab ExTaca [Phonetic].
Nyob rau hauv cov nqe lus ntawm kev muag khoom, peb kuj coj ib tug step-by-step mus kom ze los ntawm launching lub scooter qeb ua ntej, tsom rau hauv internet raws li Amazon.Thaum lub sijhawm Amazon Prime Hnub 2022 qhov kev tshwm sim, peb cov qauv scooter nyob rau qib 1 thiab thib 2 ntawm Amazon cov npe muag khoom zoo tshaj plaws hauv ntau lub tebchaws hauv Tebchaws Europe thiab North America.Kev siv lub zog ntawm cov channel hauv online, peb tau pib nkag mus rau hauv kev muag khoom lag luam loj xws li MediaMarkt hauv Tebchaws Europe thiab Kev Yuav Zoo Tshaj Plaws hauv Teb Chaws Asmeskas mus txog rau ib nrab xyoo 2022. Peb ntseeg tias cov txheej txheem no, thaum qeeb qeeb, muaj lub hauv paus ruaj khov. rau kev loj hlob ruaj khov hauv 2023 thiab dhau mus.
Tam sim no, nyob rau hauv ntu ntawm kev nthuav dav hauv cheeb tsam hauv kev lag luam hluav taws xob ob lub log, peb pom txoj hauv kev loj hlob hauv cov lag luam Esxias sab hnub tuaj, feem ntau hauv Thaib teb, Indonesia thiab Nepal.Peb txuas ntxiv ua haujlwm hnyav los nthuav cov lag luam Esxias sab hnub tuaj, vam tias yuav txhawb txoj kev hloov pauv ntawm cov roj siv hluav taws xob ib txwm siv ob lub log rau hluav taws xob ob lub log.Hauv cov kev lag luam loj hlob sai no nyob rau sab hnub tuaj Asia, peb tau nthuav peb lub khw muag khoom thiab tsim kom muaj kev muag khoom loj nrog cov neeg koom tes hauv zos.
Xyoo 2022, thaum lub rooj sib tham G20 hauv Bali, Niu cov khoom yuav muab hluav taws xob scooters rau Indonesian National Tub Ceev Xwm los txhawb tsoomfwv hauv nroog txoj kev thauj mus los.Tam sim no, ua tsaug rau cov kev siv zog no, kev muag khoom hluav taws xob ob lub log nyob rau sab hnub tuaj Asia ua lag luam tau nce ze li 60% xyoo rau xyoo.
Thaum kawg, raws li cov neeg tawm tswv yim ntawm kev nyob ruaj khov, peb tau cog lus los muab peb cov neeg siv khoom nrog ib puag ncig tus phooj ywg lub nroog ntse tsheb los pab txo peb cov hneev taw ib puag ncig.2022 yog lwm xyoo uas peb tau cog lus los pab tag nrho ob lub log tsheb kev lag luam txhim kho nyob rau hauv ib puag ncig tus phooj ywg.Xyoo no peb tau tshaj tawm peb thawj tsab ntawv ceeb toom ESG.Txog niaj hnub no, cov ntaub ntawv taug kev sib sau tau mus txog 16 billion kilometers, txhais tau hais tias 4 billion kilograms ntawm cov pa roj carbon emissions tau raug txo qis piv rau ntau lub tsheb.
Txhawm rau tshaj tawm cov lus ntawm kev tsim lub neej yav tom ntej ntsuab los ntawm kev siv thev naus laus zis, peb tau pib ReNIU, lub ntiaj teb kev txhawb nqa kev txhawb nqa, thaum Lub Ntiaj Teb Hnub 2022. Cov phiaj xwm suav nrog kev ntxuav ntiaj teb Hnub Ntiaj Teb uas txhawb nqa cov neeg siv tshiab thoob plaws plaub lub teb chaws los ntxuav lub ntiaj teb.Cov chaw pej xeem, suav nrog cov chaw xws li Bali, Antwerp thiab Guatemala.Sustainability tau nyob rau hauv lub plawv ntawm peb lub hom txij li thaum nws pib, thiab peb txaus siab rau peb tus kheej nyob rau hauv ua ib tug zoo cawv rau peb kev cog lus rau sustainability nrog peb cov neeg siv.
Tam sim no hais tias 2022 tau dhau mus lawm, peb ntseeg siab tias qhov kev hloov pauv tswv yim uas peb tau ua hauv 2022 yuav rov qab muaj kev loj hlob hauv 2023 thiab pib muaj kev cuam tshuam zoo nyob rau lub quarter thib ob ntawm 2023. Nyob rau ib xyoos ib zaug, piv rau cov nqi hloov pauv hauv thawj peb lub hlis twg. ntawm 2022, peb thawj peb lub hlis twg ntawm 2023 tseem qhia tau tias muaj kev cuam tshuam tsis zoo los ntawm kev nce nqi thiab cov khoom lag luam qeeb, uas peb xav tias yuav rov qab los rau lub quarter thib ob.Tam sim no, nrog lub tswv yim ntawm kev txhim kho cov khoom lag luam, kev tsim khoom lag luam thiab kev lag luam, thiab nthuav dav kev muag khoom, peb ntseeg tias peb tuaj yeem rov pib qhov kev loj hlob txhua xyoo hauv Suav teb thiab kev lag luam txawv teb chaws hauv 2023.
Tam sim no, tshwj xeeb tshaj yog nyob rau hauv Suav lag luam, peb yuav txuas ntxiv peb cov kev coj noj coj ua los ntawm kev tsav tsheb loj hlob zoo nrog cov khoom tshiab nyob rau hauv nruab nrab-nqi high-end ntu, tsom mus rau cov neeg siv kev lag luam los ua kom zoo dua ROI thiab kev muag khoom.tib yam - 3000+ franchise khw.Hais txog cov khoom, pib txij lub quarter thib ob ntawm lub xyoo no, peb muaj kev npaj rau ntau yam khoom tseem ceeb hauv Suav teb.Cov khoom lag luam no yuav tsom mus rau kev ua haujlwm siab Niu thiab Gova series, xws li cov maus taus ua tau zoo xws li cov maus taus mus rau siab kawg thiab nruab nrab-ntau suav hluav taws xob tsheb kauj vab, NCM lithium roj teeb powertrain platforms, peb SVs.[Phonetic] lithium roj teeb rau graphite lead acid roj teeb.Peb pib tsim cov khoom no hauv 2022 thiab lawv yuav raug tso tawm raws li lub sijhawm nyob rau lub quarter thib ob ntawm 2023.
Tam sim no, tau tsav los ntawm qhov tshwj xeeb thiab sib txawv ntawm cov khoom lag luam, peb tseem tsom mus rau kev ua Mavericks ua lub nroog kev ua neej nyob hauv lub nroog, lub tuam txhab uas txuas ntxiv dhau peb cov khoom.Ntxiv nrog rau peb cov khoom lag luam thiab cov neeg siv khoom lag luam cov tswv yim lag luam, peb kuj npaj los nthuav peb cov kev sib koom ua lag luam nrog cov hom lag luam nrog cov kev ua neej zoo sib xws.Xyoo 2022, peb tau ua tiav kev koom tes nrog lub ntiaj teb kev ua lag luam ua lag luam xws li Razer thiab Diesel thiab tsim cov khoom sib koom ua ke nrog txhua tus neeg koom tes, thiab peb npaj yuav txuas ntxiv cov qauv ua tiav hauv xyoo 2023.
Tam sim no, hais txog kev muag khoom, peb tau tshaj tawm cov kev ntsuas los txhawb kev muag ib lub khw muag khoom hauv lub quarter thib plaub ntawm xyoo 2022, thiab saib cov khw muag khoom cib thiab mortar ua qhov chaw tseem ceeb rau kev sim ua qauv qhia, kev sim tsav, thiab kev pab cuam tom qab muag.Peb txhawb cov khw muag khoom offline nrog cov thawj coj hauv online.Los ntawm O2O txoj hauv kev no, peb tuaj yeem muab peb cov neeg siv khoom zoo dua ua ntej muag thiab tom qab muag kev paub thiab nce muag hauv peb lub khw muag khoom.
Peb kuj tau pib ib qhov project los txhim kho thiab ua qauv hauv khw muag khoom thiab cov khoom lag luam rau txhua lub khw txhawm rau tsim kom muaj cov duab zoo sib xws.Tsis tas li ntawd, peb muaj cov phiaj xwm digital los pab cov khw muag khoom nthuav qhia lawv cov khoom thiab tsim cov platforms, ua rau muaj kev nce tsheb thiab muaj peev xwm hloov pauv tau.Cov phiaj xwm no yuav pab ntau dua 3,000 lub khw muag khoom kom ua tiav cov khw muag khoom muaj kev loj hlob.
Tam sim no, hais txog kev lag luam thoob ntiaj teb, peb yuav txuas ntxiv tsom mus rau peb lub tswv yim sib txawv ntawm cov khoom lag luam thiab thaj chaw nthuav dav.Cov kev siv zog sib txawv no nyob rau ob xyoos dhau los no yuav pib ua rau muaj txiaj ntsig zoo rau cov nyiaj tau los thiab cov nyiaj tau los loj hlob.Ua ntej ntawm tag nrho cov, nyob rau hauv qeb ntawm micro-tsav, 2022 yuav muaj kev loj hlob tus nqi, thiab kev muag khoom nyob rau hauv 2022 yuav nce los ntawm yuav luag 7 npaug.Hauv xyoo 2022, peb yuav txuas ntxiv mus txuas ntxiv txhim kho micro-segments, tsim kom muaj cov khoom lag luam nthuav dav, thiab tsim cov kev muag khoom nrog cov neeg muag khoom muag xws li Best Buy thiab MediaMarkt, ob qho tib si hauv online thiab offline.Xyoo 2022, peb npaj yuav hloov kho peb cov khoom lag luam scooter kom nthuav dav ntau yam khoom rau peb cov neeg siv.
Tam sim no, ntxiv rau scooters, peb tsis ntev los no tau tshaj tawm peb thawj BQi C3 e-tsheb tuam hauv Asmeskas kev lag luam thaum Lub Peb Hlis 2023. BQi C3 yog lub roj teeb dual ebike nrog ob lub roj teeb uas hloov tau yooj yim, muab qhov siab tshaj plaws ntawm ntau tshaj 90 mais.Tam sim no peb tau tsim lub network muag khoom muaj zog xyoo tas los, BQi C3 yuav raug muag hauv ntau dua 100 Cov Khw Muag Khoom Zoo Tshaj Plaws hauv Asmeskas thiab hauv online, nrog rau kev npaj yuav muag hauv Canada yav tom ntej.
Tam sim no, thaum peb pib nqis peev hauv kev lag luam micromobility los ntawm 2020, peb muaj kev ntseeg siab tias cov hauv paus tau muab tso rau hauv peb lub xyoos dhau los hais txog kev tsim cov khoom lag luam, cov khoom sib xyaw thiab cov channel tsim yuav txhawb kev loj hlob sai hauv 2023 thiab ua kom muaj txiaj ntsig zoo rau cov nyiaj tau los thiab profit.
Tam sim no, nyob rau hauv qeb hluav taws xob ob-wheeler, peb muaj kev poob qis vim yog kev kaw ntawm kev sib koom ua lag luam hauv 2022. Peb cia siab tias yuav rov qab mus rau txoj kev loj hlob sai hauv 2023 los ntawm cov khoom lag luam nthuav dav thiab thaj chaw nthuav dav.Hais txog cov khoom lag luam, peb npaj yuav tshaj tawm tag nrho cov khoom ua tau zoo tshiab xws li RCi plaub-log electric maus taus los sib tw hauv cov khoom siv hluav taws xob ob lub log thiab ua tau raws li qhov xav tau ntawm cov teb chaws Europe.
Nrog rau kev nthuav dav thaj chaw nyob rau sab hnub tuaj Asia, txhawm rau tsim kom muaj kev loj hlob tiav hauv 2022, peb npaj yuav tsim cov khoom lag luam thiab cov kev daws teeb meem uas txhawb kev hloov pauv los ntawm kev koom tes nrog ntau tus tswv lag luam loj hauv lub tebchaws xws li Indonesia thiab Thaib.Cov kev sim no twb tau ua tiav lawm thiab peb cia siab tias thaum kawg lawv yuav ua rau peb nkag mus rau cov lag luam Esxias sab hnub tuaj, uas muaj ntau tshaj 20 lab petrol maus taus muag txhua xyoo.
Tam sim no peb tab tom siv cov tswv yim kev loj hlob no rau Tuam Tshoj thiab kev lag luam thoob ntiaj teb, peb cia siab tias peb qhov muag tag nrho yuav loj hlob mus rau 1-1.2 lab units los ntawm 2023, nce 20-45% los ntawm 2022.
Ua tsaug Master Yang thiab nyob zoo rau sawv daws.Thov nco ntsoov tias peb cov ntawv tshaj tawm muaj tag nrho cov ntaub ntawv thiab kev sib piv uas koj xav tau, thiab peb kuj tau muab cov ntaub ntawv hauv Excel hom rau peb lub vev xaib IR rau kev siv.Thaum kuv tshuaj xyuas peb cov txiaj ntsig nyiaj txiag, tshwj tsis yog tias tau sau tseg, peb xa mus rau cov nuj nqis rau lub quarter thib plaub thiab tag nrho cov txiaj ntsig hauv RMB tshwj tsis yog qhia lwm yam.
Raws li Yang Gang tau hais, peb yuav ntsib ntau yam kev sib tw hauv 2022. Tag nrho cov muag khoom hauv lub quarter thib plaub yog 138,000 units, nqis 42% ntawm tib lub sijhawm xyoo tas los.Tshwj xeeb, 118,000 lub tsheb tau muag hauv Suav lag luam, thaum 20,000 lub tsheb tau muag hauv kev lag luam txawv teb chaws.Hauv kev lag luam txawv teb chaws, peb muaj peev xwm tswj tau qhov kev loj hlob ntawm 15% xyoo dhau los hauv kev muag khoom rau 17,000 units.
Tag nrho kev muag khoom hauv 2022 yuav yog 832,000 lub tsheb, suav nrog 711,000 lub tsheb hauv Suav lag luam thiab 121,000 lub tsheb hauv kev lag luam txawv teb chaws.Thaum tag nrho cov kev muag khoom hauv Suav lag luam poob 28% xyoo-rau-xyoo, Niu thiab Gova hwm koob ua ke tsuas yog poob 10%.Kev loj hlob ntawm kev lag luam txawv teb chaws muaj zog, kev muag khoom scooter tau nce mus rau 102,000 units, thiab hluav taws xob moped muag tau poob li ntawm 45%, feem ntau yog vim qhov kev txiav txim siab [txhim kho] sib koom txiav txim, Yang Gang sau tseg.
Tag nrho cov nyiaj tau los rau lub quarter thib plaub yog 612 lab yuan, nqis 38% ntawm xyoo tas los.Kev rhuav tshem cov nyiaj tau los ntawm scooter los ntawm qeb duas, cov nyiaj tau los ntawm scooter hauv Suav lag luam yog 447 lab yuan, 35% tsawg dua li peb tau pib nrog peb lub tswv yim los tsom rau cov nqi them nqi thiab nruab nrab.Gova's launch series suav tsuas yog 5% ntawm kev muag khoom hauv tsev hauv lub quarter thib plaub.Raws li qhov tshwm sim, tus nqi muag nruab nrab hauv Suav lag luam tau nce los ntawm 378,314 yuan [lub suab] txhua xyoo.Cov nyiaj tau los ntawm txawv teb chaws scooters, suav nrog scooters, hluav taws xob mopeds thiab hluav taws xob maus taus, yog 87 lab yuan.Qhov nruab nrab muag tus nqi ntawm hybrid scooters nyob rau hauv kev lag luam txawv teb chaws yog 4,300 yuan, nqis ib lub hlis twg los ntawm lub xyoo dhau los vim muaj feem ntau ntawm cov muag khoom scooter tab sis qis ASP.Txawm li cas los xij, qhov nruab nrab muag tus nqi ntawm cov scooters tau nce ntau dua 50% xyoo ntawm lub xyoo thiab 10% peb lub hlis twg ntawm peb lub hlis twg vim tias muaj feem ntau ntawm cov scooters siab kawg xws li K3 series nqi ntawm $ 800 thiab $ 900.
Cov khoom siv, cov khoom siv thiab cov kev pabcuam nyiaj tau los yog 79 lab yuan, nqis 31% vim tias txo qis roj teeb muag los ntawm cov neeg siv khoom sib tham txawv teb chaws.Rau tag nrho ntawm 2022, tag nrho cov muag khoom - tag nrho cov nyiaj tau los poob 14.5% rau 3.2 billion yuan.Scooter cov nyiaj tau los hauv Suav teb tag nrho poob 19% xyoo dhau los.Cov khoom nruab nrab thiab high-end poob tsuas yog 6%.International Scooters - Cov nyiaj tau los thoob ntiaj teb scooters tau nce 15% rau 494 lab yuan.Tag nrho cov nyiaj tau los thoob ntiaj teb suav nrog scooters, khoom siv, khoom siv thiab cov kev pabcuam suav nrog 18.5% ntawm tag nrho cov nyiaj tau los vim kev loj hlob sai ntawm scooters.
Wb saib tus nqi muag nruab nrab hauv xyoo 2022. Qhov nruab nrab ntawm qhov muag tag nrho ntawm scooters yog 3,432 vs. 3,134, nce 9.5%.Hauv tsev ASP 3322 scooters, 12% kev loj hlob, ib nrab yog vim kev sib xyaw ua ke zoo tshaj plaws ntawm cov khoom lag luam, thiab tus so vim yog tus nqi nce.Tus nqi nruab nrab ntawm kev muag khoom thoob ntiaj teb ntawm hybrid scooters yog 4,079 vs. 6,597, qis dua xyoo tas los, raws li qhov sib faib ntawm cov scooters tau nce 10 npaug, thaum qhov nruab nrab muag tus nqi ntawm cov hluav taws xob maus taus thiab ASPs thiab scooters nce 17% thiab 13%, feem.%.
Cov nyiaj tau los tag nrho hauv lub quarter thib plaub yog 22.5%, nqis 0.1 feem pua ntawm cov ntsiab lus ntawm lub xyoo thiab nce 0.4 feem pua cov ntsiab lus ntawm lub quarter dhau los.Cov nyiaj tau los tag nrho yog 21.1% rau lub xyoo xaus rau lub Kaum Ob Hlis 31, 2022, piv rau 21.9% rau xyoo.Kev txhim kho cov khoom sib xyaw hauv Suav teb tau txhawb nqa tag nrho cov paj los ntawm 1.2 feem pua cov ntsiab lus, thaum cov nqi roj teeb ntau dua thiab cov khoom lag luam ntau dua ntawm cov khoom muag tau txo qis tag nrho cov paj los ntawm 2 feem pua.Hauv particular, tag nrho cov txiaj ntsig hauv Suav lag luam tau nce 1.5 feem pua cov ntsiab lus.
Post lub sij hawm: Mar-23-2023
