Opanga magalimoto kuyambira ku Tesla kupita ku Rivian kupita ku Cadillac akukweza mitengo yamagalimoto awo amagetsi chifukwa cha kusintha kwa msika komanso kukwera kwa mitengo yazinthu, makamaka pazinthu zofunika kwambiri.Mabatire a EV.

Mitengo ya mabatire yakhala ikutsika kwa zaka zambiri, koma izi zitha kusintha. Kampani ina ikuganiza kuti kufunikira kwa mchere wa mabatire kudzakwera kwambiri m'zaka zinayi zikubwerazi zomwe zingakweze mtengo wa ma cell a mabatire a EV ndi kupitirira 20%. Izi zikuphatikiza mitengo ya zinthu zopangira mabatire zomwe zikukwera kale, chifukwa cha kusokonekera kwa unyolo woperekera zinthu zokhudzana ndi Covid ndi kuukira kwa Russia ku Ukraine.

Kukwera kwa mitengo kwachititsa kuti makampani ena opanga magalimoto amagetsi akweze mitengo yawo, zomwe zapangitsa kuti magalimoto okwera mtengo omwe kale anali otsika mtengo kwa anthu wamba aku America ndipo funso ndi lakuti, kodi kukwera kwa mitengo ya zinthu kudzachepetsa kusintha kwa magalimoto amagetsi?

Kupereka ndalama pa

Mtsogoleri wa makampani Tesla wakhala akugwira ntchito kwa zaka zambiri kuti achepetse mtengo wa magalimoto ake, gawo la "dongosolo lake lachinsinsi" lolimbikitsa kusintha kwa dziko lonse lapansi kuti lisamatulutse mpweya woipa. Koma ngakhale iye wayenera kukweza mitengo yake kangapo chaka chatha, kuphatikizapo kawiri mu Marichi pambuyo poti CEO Elon Musk wachenjeza kuti Tesla ndi SpaceX "akuwona kukwera kwa mitengo kwaposachedwa" pamitengo ya zinthu zopangira ndi ndalama zoyendera.

Magalimoto ambiri a Tesla tsopano ndi okwera mtengo kwambiri kuposa momwe analili kumayambiriro kwa chaka cha 2021. Mtundu wotsika mtengo kwambiri wa "Standard Range" wa Model 3, galimoto yotsika mtengo kwambiri ya Tesla, tsopano ukuyamba pa $46,990 ku US, kukwera ndi 23% kuchokera pa $38,190 mu February 2021.

Rivian analinso munthu wina amene anayamba kukweza mitengo, koma kusamuka kwake kunali kopanda mkangano. Kampaniyo inati pa 1 Marichi kuti mitundu yonse iwiri ya magalimoto ake, R1T pickup ndi R1S SUV, idzakwera kwambiri, kuyambira nthawi yomweyo. R1T idzakwera ndi 18% kufika pa $79,500, inatero, ndipo R1S idzakwera ndi 21% kufika pa $84,500.

Rivian nthawi yomweyo adalengeza mitundu yatsopano yotsika mtengo ya mitundu yonse iwiri, yokhala ndi zinthu zochepa zokhazikika komanso ma mota awiri amagetsi m'malo mwa anayi, omwe mtengo wake ndi $67,500 ndi $72,500 motsatana, zomwe zili pafupi ndi mitengo yoyambirira ya abale awo a injini zinayi zapamwamba.

Kusinthaku kunachititsa kuti anthu asamaganizire bwino: Poyamba, Rivian anati kukwera kwa mitengo kudzakhudza maoda omwe adayikidwa pasanafike pa 1 Marichi komanso maoda atsopano, zomwe zidzabwerenso kwa omwe adasungitsa malo kuti apeze ndalama zambiri. Koma patatha masiku awiri, CEO RJ Scaringe anapepesa ndipo anati Rivian adzalemekeza mitengo yakale ya maoda omwe adayikidwa kale.

"Polankhula ndi ambiri a inu masiku awiri apitawa, ndikuzindikira bwino momwe ambiri a inu munakhumudwitsidwira," Scaringe adalemba m'kalata yopita kwa omwe akukhudzidwa ndi Rivian. "Kuyambira pomwe tidakhazikitsa dongosolo lathu la mitengo, makamaka m'miyezi yaposachedwa, zambiri zasintha. Chilichonse kuyambira ma semiconductors mpaka ma sheet metal mpaka mipando chakhala chokwera mtengo kwambiri."

Lucid Group ikupatsanso ena mwa okwera mtengo kwambiri kwa ogula magalimoto ake okwera mtengo apamwamba.

Kampaniyo idati pa Meyi 5 kuti idzakweza mitengo ya galimoto yake yonse ya Air luxury sedan ndi pafupifupi 10% mpaka 12% kwa makasitomala aku US omwe amasungitsa malo awo pa June 1 kapena pambuyo pake. Mwina poganizira za kusintha kwa Rivian, CEO wa Lucid Peter Rawlinson adatsimikizira makasitomala kuti Lucid adzalemekeza mitengo yake yamakono pa malo aliwonse osungitsa malo omwe aikidwa mpaka kumapeto kwa Meyi.

Makasitomala omwe akusungitsa malo pa Lucid Air pa June 1 kapena mtsogolo adzalipira $154,000 pa Grand Touring, kuchokera pa $139,000; $107,400 pa Air in Touring trim, kuchokera pa $95,000; kapena $87,400 pa Air Pure, yotsika mtengo kwambiri, kuchokera pa $77,400.

Mitengo ya galimoto yatsopano yapamwamba kwambiri yomwe idalengezedwa mu Epulo, Air Grand Touring Performance, sinasinthe pa $179,000, koma — ngakhale kuti pali zinthu zofanana — ndi $10,000 kuposa Air Dream Edition yomwe idasinthidwa pang'ono.

"Dziko lapansi lasintha kwambiri kuyambira nthawi yomwe tidalengeza koyamba za Lucid Air mu Seputembala 2020," Rawlinson adauza osunga ndalama panthawi yomwe kampaniyo idapempha kuti apeze ndalama.

Ubwino wakale

Makampani odziwika bwino padziko lonse lapansi ali ndi chuma chambiri kuposa makampani monga Lucid kapena Rivian ndipo sanakhudzidwe kwambiri ndi kukwera kwa mitengo yokhudzana ndi mabatire. Nawonso akumva kupsinjika kwa mitengo, ngakhale kuti akupatsa ogula ndalama zochepa.

Kampani ya General Motors Lolemba idakweza mtengo woyambira wa Cadillac Lyriq crossover EV, zomwe zidakweza maoda atsopano ndi $3,000 kufika pa $62,990. Kukweraku sikukuphatikizapo kugulitsa mtundu woyamba wa galimoto.

Purezidenti wa Cadillac, Rory Harvey, pofotokoza za kukwera kwa galimotoyi, adati kampaniyo tsopano ikupereka ndalama zokwana $1,500 kwa eni ake kuti ayike ma charger kunyumba (ngakhale makasitomala a mtundu woyamba wotsika mtengo nawonso adzapatsidwa mgwirizanowu). Anatchulanso momwe zinthu zilili kunja kwa msika komanso mitengo yopikisana ngati zinthu zomwe zimapangitsa kuti mtengo ukwere.

GM idachenjeza panthawi yopempha ndalama kotala loyamba mwezi watha kuti ikuyembekeza kuti ndalama zonse zogulira zinthu mu 2022 zidzafika pa $5 biliyoni, kuwirikiza kawiri zomwe wopanga magalimoto adaneneratu kale.

"Sindikuganiza kuti chinali chinthu chimodzi chokha," Harvey adatero pamsonkhano wa atolankhani Lolemba polengeza kusintha kwa mitengo, ndikuwonjezera kuti kampaniyo nthawi zonse ikukonzekera kusintha mtengo pambuyo pa kuyamba kwake. "Ndikuganiza kuti zinali zinthu zingapo zomwe zinaganiziridwa."

Kagwiridwe ka ntchito ndi zofunikira za Lyriq yatsopano ya 2023 sizinasinthe poyerekeza ndi mtundu woyamba, adatero. Koma kukwera kwa mitengo kukupangitsa kuti ikhale yofanana ndi mtengo wa Tesla Model Y, womwe GM ikuyika Lyriq kuti ipikisane nawo.

Mpikisano wa Ford Motor wapanga mitengo kukhala gawo lofunika kwambiri pa malonda ake a galimoto yatsopano yamagetsi ya F-150 Lightning. Akatswiri ambiri adadabwa chaka chatha pamene Ford inati F-150 Lightning, yomwe idayamba kutumiza kwa ogulitsa posachedwapa, iyamba pa $39,974 yokha.

Darren Palmer, wachiwiri kwa purezidenti wa Ford wa mapulogalamu apadziko lonse a EV, anati kampaniyo ikukonzekera kusunga mitengo — monga momwe yachitira mpaka pano — koma kuti ikukumana ndi mavuto “osayembekezereka” pa zinthu, monga wina aliyense.

Mwezi watha Ford idati ikuyembekeza kuti zinthu zopangira zinthu zokwana $4 biliyoni zidzagwa chaka chino, kuchokera pa zomwe zidanenedweratu kale za $1.5 biliyoni kufika pa $2 biliyoni.

"Tidzasungabe kuti aliyense apeze, koma tidzayenera kuchitapo kanthu pa zinthu zogulitsidwa, ndikutsimikiza," Palmer adauza CNBC panthawi yoyankhulana koyambirira kwa mwezi uno.

Ngati Lightning iwona kukwera kwa mtengo, anthu 200,000 omwe alipo kale angapulumuke. Palmer adati Ford adazindikira zomwe Rivian adachita.

Ma unyolo ogulitsa okhazikika

Lyriq ndi F-150 Lightning ndi zinthu zatsopano, zokhala ndi maunyolo atsopano ogulitsa omwe - pakadali pano - apangitsa opanga magalimoto kukwera mitengo yazinthu. Koma pamagalimoto ena akale amagetsi, monga Chevrolet Bolt ndi Nissan Leaf, opanga magalimoto akwanitsa kusunga mitengo yawo yotsika ngakhale kuti mitengo yake ndi yokwera.

Galimoto ya GM ya Bolt EV ya 2022 imayamba pa $31,500, kukwera kwa $500 poyerekeza ndi chaka chapitacho, koma yatsika pafupifupi $5,000 poyerekeza ndi chaka chapitacho ndipo yotsika mtengo pafupifupi $6,000 poyerekeza ndi pamene galimotoyo idayambitsidwa koyamba chaka cha 2017. GM sinalengezebe mitengo ya 2023 Bolt EV.

Mwezi watha, Nissan inati mtundu watsopano wa galimoto yake yamagetsi ya Leaf, yomwe yakhala ikugulitsidwa ku US kuyambira 2010, ipitilizabe kukhala ndi mitengo yofanana yoyambira magalimoto a 2023 omwe akubwera. Mitundu yomwe ilipo pano imayambira pa $27,400 ndi $35,400.

Wapampando wa Nissan Americas, Jeremie Papin, anati cholinga chachikulu cha kampaniyo pamitengo ndicho kutenga kuchuluka kwa mitengo yakunja momwe zingathere, kuphatikizapo magalimoto amtsogolo monga Ariya EV yomwe ikubwera. Ariya ya 2023 idzayamba pa $45,950 ikafika ku US kumapeto kwa chaka chino.

"Nthawi zonse ndicho chinthu choyamba," Papin adauza CNBC. "Ndicho chimene timayesetsa kuchita ... ndi zoona kwa ICE monga momwe zilili kwa magalimoto amagetsi. Tikungofuna kugulitsa magalimoto pamtengo wotsika komanso pamtengo wake wonse."