Aloha ahiahi a mahalo no kou kākoʻo.Welina mai iā Mavericks '2022 Q4 kelepona loaʻa kālā.[Nā kuhikuhi i ka mea hana] E ʻoluʻolu e hoʻopaʻa ʻia ka hālāwai o kēia lā.
Makemake au i kēia manawa e hoʻohuli i ka ʻaha kūkā i ka mea haʻiʻōlelo o kēia lā, ʻo Wendy Zhao, Luna Hoʻokele Kūʻai Nui ma Maverick Technology.e ʻoluʻolu e hoʻomau.
Mahalo i ka mea hoʻohana.Aloha kākou.Welina mai i ke kelepona ʻaha kūkā o kēia lā e kūkākūkā i nā hopena o Niu Technologies 'Q4 2022.Hoʻopuka ʻia ka hoʻokuʻu paʻi kālā, hōʻike ʻoihana a me ka papa kālā ma kā mākou pūnaewele Investor Relations.Ke hoʻoheheʻe ʻia nei ke kelepona ʻaha kūkā ma ka pūnaewele pili kālā o ka hui, a e loaʻa koke ka hoʻopaʻa ʻana o ke kelepona kūkā.
E ʻoluʻolu e hoʻomaopopo ʻia i loko o ke kūkākūkā o kēia lā nā ʻōlelo e nānā i mua i hana ʻia e like me nā ʻōlelo palekana o ke awa palekana o ka US Private Securities Litigation Reform Act o 1995. ʻO nā ʻōlelo e nānā ana i mua e pili ana i nā pilikia, nā kānalua, nā manaʻo a me nā kumu ʻē aʻe.Hiki ke ʻokoʻa nā hopena maoli o ka hui mai nā mea i hoʻolaha ʻia i kēia lā.Hoʻokomo ʻia ka ʻike hou aʻe e pili ana i nā kumu pilikia i loko o nā waihona lehulehu o ka hui me ka Securities and Exchange Commission.ʻAʻole kuleana ka Hui e hoʻololi i nā ʻōlelo i mua, koe wale nō ke koi ʻia e ke kānāwai.
ʻO kā mākou P&L paʻi paʻi a me kēia kelepona e pili ana i ke kūkākūkā o kekahi mau lākiō kālā non-GAAP.Aia i loko o ka hoʻolaha paʻi nā wehewehe o nā ana kālā non-GAAP a me ka hoʻoponopono ʻana o GAAP i nā hopena kālā non-GAAP.
I kēia lā, ʻo Kauka Li Yan, ko mākou Luna Nui, a me Ms. Fion Zhou, ko mākou Luna Nui Waiwai, ua hui pū me aʻu ma ke kelepona.ʻĀnō e hāʻawi iaʻu i ka luʻi iā Jan.
Mahalo iā ʻoukou a pau no ke komo ʻana mai i kā mākou kelepona ʻaha kūkā i kēia lā.I ka hapaha ʻehā o 2022, ʻo ka huina o nā kūʻai aku he 138,279 mau ʻāpana, ma lalo o 41.9% mai ka makahiki i hala.ʻO ka mea kūikawā, ua emi ke kūʻai aku ma ka mākeke Kina e 42.5% i kēlā me kēia makahiki ma kahi o 118,000 mau ʻāpana.Ua hāʻule nā kūʻai aku ma nā mākeke ʻē aʻe he 38.7% i 20,000 mau ʻāpana.
ʻO ka huina kālā no ka hapahā ʻehā he 612 miliona yuan, ma lalo o 38% mai ka makahiki i hala.Hoʻopau kēia hopena i ka makahiki kālā piha 2022, he makahiki hoʻāʻo nui no mākou.ʻO ka nui o nā kūʻai aku he 831,000 mau ʻāpana, i lalo o 19.8% mai ka makahiki i hala.ʻO ka huina kālā o ka makahiki he 3.17 biliona yuan, ma lalo o 14.5%.
I kēia manawa, ʻo kā mākou ʻoihana ma ka mākeke Kina, ke alo nei i nā poʻo o ka maopopo ʻole ma muli o ka hoʻihoʻi ʻana mai COVID a me ka piʻi ʻana o nā kumukūʻai pākaukau Li-ion e hoʻomaka ana i ka hapaha lua o 2022. 710,000 ʻāpana.E emi ana kā mākou huina kālā ma ka mākeke Kina ma kahi o 19% a ma kahi o 2.36 biliona yuan ma 2022. ʻAʻole wale ka COVID resurgence i hoʻopilikia i ka noi mākeke, akā ua hoʻopaneʻe ʻia kekahi mau huahana nui ma muli o ka laka o ka mahina ma Shanghai.Aia kā mākou kikowaena R&D ma ke kūlanakauhale.ʻAʻole hiki iā mākou ke hoʻokuʻu i kekahi mau huahana koʻikoʻi a hiki i Kepakemapa 2022, kahi e poina ai nā kūʻai kiʻekiʻe.
Ma kahi o nā pilikia ma muli o COVID, ke alo nei mākou i nā headwind ma muli o ka piʻi ʻana o nā kumukūʻai pākaukau lithium.Mai Malaki 2022, ua piʻi nui ke kumukūʻai o nā mea maka no nā pā lithium-ion ma kahi o 50%, me ka lohi nui i ke komo ʻana o nā huila ʻelua uila me nā pā lithium-ion i ka mākeke Kina.ʻOi aku ka hopena o ka piʻi ʻana o ke kumukūʻai iā mākou no ka mea ʻo ka hapa nui o kā mākou mau scooter uila e hoʻohana ana i nā pā lithium-ion.
No ka mālama ʻana i kahi ʻāpana kālā maikaʻi, pono mākou e hoʻonui i nā kumukūʻai ma ka awelika o 7-10% a hoʻopaʻa i kā mākou hui huahana e hoʻomaka i nā huahana kiʻekiʻe e hoʻomaka ana i ka hapaha lua o 2022. No laila, koe ka hapaha mua o 2022, i ka wā i hoʻokō ai mākou i ka ulu ʻana o ka makahiki, ʻo ke kūʻai aku ma ka lua, ke kolu a me ka ʻehā o ka makahiki 2022 ua emi iho ka 25-40% makahiki ma ka makahiki ma muli o ka hopena o ka lithium.Na Kumukuai.
Ke komo nei i kā mākou mākeke honua, ua ʻike ʻo 2022 i ka ulu ikaika, me ke kūʻai aku ʻana he 142% i kēlā me kēia makahiki ma kahi o 121,000 mau ʻāpana, a piʻi ka loaʻa kālā scooter i ka 51% makahiki ma ka makahiki i 493 miliona yuan.ʻO ka micromobility sub-sector, ʻoi aku ka nui o nā scooters, he mea hoʻokele nui o kēia piʻi ʻana, me ka ʻoi aku o 100,000 mau ʻāpana i kūʻai ʻia.
Eia naʻe, ua hāʻule ke kūʻai aku ma ka māhele ʻelua huila uila e 46% me 18,000 mau ʻāpana i kūʻai ʻia ma 2022. ʻO ka emi ʻana o ke kūʻai ʻana o nā huila ʻelua uila ma muli o ka pani ʻana o ka mākeke kūʻai, ʻoiai ʻo ka hapa nui o nā mea hoʻokele waiwai ʻaʻole i hōʻiliʻili kālā hou no ka hoʻonui. .ʻO ka hāʻule ʻana o ka mākeke kūʻai i alakaʻi ʻia i ka emi ʻana o ke kūʻai aku ma mua o 11,000 mau ʻāpana, ʻoi aku ka nui o ka 70% o ka emi ʻana o ke kūʻai aku ma ka mākeke ʻelua huila uila ma waho.
I kēia manawa, ke kū nei kā mākou mākeke ma waho, e like me ka mākeke Kina, i ka pilikia o ka wikiwiki o ke kumukūʻai pākaukau lithium.ʻO ka piʻi ʻana o nā kumukūʻai pākaukau lithium, i hui pū ʻia me ka mahalo o ka euro a me ke kālā, ua koi mākou e hoʻonui i kā mākou kumukūʻai kūʻai aku ma ka awelika o 22% ma ka mākeke ʻEulopa, kahi i kūʻai mua aku ai mākou i ka 70% o kā mākou mau pālua uila.– huila.ʻO ka piʻi ʻana o nā kumukūʻai kūʻai i hoʻopilikia i ke kūʻai ʻana i kā mākou mau kaʻa uila i nā mākeke mea kūʻai aku, ʻoi aku hoʻi ma ʻEulopa.
I kēia manawa ke nānā nei mākou i ka makahiki i hala, ua loaʻa ka hopena maikaʻi ʻole o ka hoʻololi ʻana i ka mākeke mākeke i kā mākou hana.Ma Kina, ʻo ka piʻi ʻana o nā kumukūʻai no nā pā lithium i hoʻohuli i ka komo ʻana o ka lithium-ion i ka e-bike a me ka mākeke kaʻa, a ua komo lākou i kā mākou huahana komo, ʻo ia ka 35% o kā mākou kūʻai aku ma 2021, a ʻaʻole hoʻokūkū. ma ka makeke.keia makeke.
Ma ka mākeke honua, koe wale nō ka piʻi ʻana o nā pākahi lithium-ion, pili ka mākeke kūʻai i ka zero a hiki i ka hapakolu o kā mākou kūʻai ʻana i nā huila ʻelua uila, a ʻoi aku paha ma mua o ka hapalua o kā mākou loaʻa kālā ʻelua huila uila.I ka ʻike ʻana ʻaʻole he manawa pōkole kekahi o kēia mau hoʻololi, ua hoʻomaka mākou e hana i nā hoʻololi hoʻolālā e hoʻololi i ka hoʻololi ʻana i nā kūlana mākeke ma 2022. ʻO kēia mau hoʻololi e hoʻolōʻihi i ka manawa a e hoʻokau i kekahi mau manawa pōkole i 2022, akā e hōʻoia i ka lōʻihi o ka hoʻomau kiʻekiʻe. -ka ulu maikaʻi.
ʻO ka mea mua, ma ke ʻano o ka hoʻomohala ʻana i nā huahana ma ka mākeke Kina, ua hoʻololi mākou i ka manaʻo o ka R&D i nā laina huahana kiʻekiʻe, ʻo ia hoʻi nā huahana Mavericks a me nā laina huahana kiʻekiʻe.Ma 2021, e kālele nui mākou i nā huahana komo no ka mākeke nui, me ka hoʻohana ʻana i ke kumu kūʻai haʻahaʻa o nā pā lithium-ion.Eia nō naʻe, ʻoiai ua hāʻawi kēia mau huahana komo i ka ulu kālā hoʻokahi manawa, ua loaʻa iā lākou ka hopena maikaʻi ʻole i ka margin gross ma hope o ka piʻi ʻana o ke kumukūʻai pākaukau lithium.Loaʻa ka ʻike hou aku o ka mea kūʻai aku mai ka pōkole pōkole a me ke kiʻi brand.
Ma 2022, hoʻoponopono mākou i kā mākou hoʻolālā hoʻomohala huahana a nānā hou i nā huahana kiʻekiʻe a me waena.Ua hoʻolauna pū mākou i nā pākaʻi graphite lead-acid no kā mākou laulā o nā e-bikes a me nā kaʻa kaʻa waena, e ʻae iā mākou e hoʻonui i ka laulā a hoʻemi i nā kumukūʻai.ʻO kā mākou laina huahana kiʻekiʻe e hiki ai iā mākou ke hoʻonui i nā waiwai e hoʻoikaika i ko mākou kūlana brand, ʻoiai ʻo kā mākou laina huahana waena e hiki ai iā mākou ke hoʻohui i nā mea hoʻolālā hoʻolālā me nā hiʻohiʻona kūpono i nā kumukūʻai kūpono.
No ka hōʻike ʻana i kā mākou mau hoʻokō i ka hoʻomohala ʻana i ka huahana ma 2022, makemake wau e haʻi i ka loli lōʻihi o SQi a me ka UQi + hou i ka mākeke kiʻekiʻe.ʻO SQi kā mākou makana maikaʻi loa ma ka mākeke e-bike.Hoʻolālā hou a me ka ʻenehana waiwai holomua ma ke kumu kūʻai ʻoi aku ma mua o 9,000 yuan.Ua hoʻokipa maikaʻi ʻia nā kaʻa kaʻa Straddle e like me ka SQi e ka mākeke no laila e kali nā mea kūʻai aku i ʻelima a ʻeono mahina no ka lawe ʻana.
ʻO NIU UQi + ka hoʻohui hou loa i kā mākou moʻo Niu punahele i nā manawa āpau.NIU UQi+ Me ka hoʻolālā kukui maikaʻi, nā mana akamai, ka hoʻokele waiwai a me nā hiʻohiʻona pilikino hou aʻe, ua huki ʻo UQi + i ka nui o ka nānā ʻana a ua hoʻopuka i nā ʻano pāpaho lehulehu mai kona hoʻomaka ʻana, me kahi kokoke i 50,000 mau ʻāpana i kauoha ʻia no ka manawa mua ma Ianuali wale nō.He hōʻike kēia pane maikaʻi i kā mākou alakaʻi alakaʻi, hiki a me ka hana ʻana i nā huahana, a ke manaʻo nei mākou e hoʻokuʻu i nā huahana hoihoi hou i ka hapaha lua o 2023.
Loaʻa iā mākou ka 2022 V2 a me G6 series i ka laina waena waena.ʻO ka V2 he uila uila me ka hoʻolālā minimalist akā ʻoi aku ka nui.ʻO kēia ma kahi o 10-30% ʻoi aʻe ma mua o ka G2 a me F2 kaulana a mākou e hoʻomaka nei i 2022, 2020 a me 2021. ʻO ka G6 he kaʻa uila māmā me ka mana pākaukau lōʻihi a me kahi pākaukau graphite-lead-acid me ka laulā o nā mea ʻoi aku. 100 mau kilomika ma ka uku hoʻokahi.
ʻOiai ʻo kā mākou huahana a pau i hoʻokuʻu ʻia i ka hopena o Kepakemapa i hala i ka manawa kiʻekiʻe koe wale nō ka G6, ʻoi aku ka wikiwiki o nā huahana i hoʻokuʻu ʻia ma mua o 70% o ke kūʻai ʻana i ka hapahā ʻehā, ʻekolu mau mahina ma hope o ka hoʻokuʻu ʻana.Kōkua ia i kā mākou ASP e ulu i ka 15% ma ka Q4 2022. I kekahi ʻano, ʻo ia kā mākou hana hoʻoponopono hoʻolālā, e kālele ana i nā huahana hoʻohui kiʻekiʻe.Ke hoʻohaʻahaʻa mālie nei mākou i ka hopena o ka piʻi ʻana o nā kumukūʻai pākaukau lithium-ion a hoʻomaka e hoʻopau i nā palena nui.
I kēia manawa, me ka hoʻomaka ʻana o nā huahana SQi premium, ke hoʻololi nei ʻo NIU UQi + i kāna hoʻolālā kūʻai aku e kālele i ka huahana a me ka mea hoʻohana.ʻO kēia ka hopena i ka hoʻihoʻi maikaʻi ʻana i kā mākou hoʻopukapuka kūʻai a kōkua pū kekahi iā mākou e hoʻomau i ka ulu ʻana i ka brand.No ka laʻana, ʻo 2022 mau hoʻolaha hoʻolaha e pili ana i ka hoʻomaka ʻana o kā mākou huahana SQi a me UQi+ hou i hōʻea i ka 1.4 biliona manaʻo ma nā kahua āpau.
Ua hoʻolauna pū mākou i ka Mavericks Innovation Ambassador Program, ʻo ia ka iwi kuamoʻo o kā mākou mea hoʻohana-centric marketing plan, a kono aku ma luna o 40 Mavericks mea hoʻohana a me nā influencers e hana pū a hoʻokipa i nā hanana kūloko me Mavericks.I loko o ka 2022 World Cup, ua hoʻoneʻe mākou i nā ʻelele o ka World Cup e nānā i kahi hōʻike scooter hou e hōʻike ana i nā scooter i hoʻonani ʻia me nā mea o ka World Cup.I loko o ʻelua pule wale nō, ua hōʻiliʻili nā scooter i hōʻike ʻia i ka huina o 3.7 miliona mau manaʻo ma ka pāhana kaiapili Kina.
I kēia manawa, i kā mākou mau mākeke honua, ua ʻokoʻa kā mākou hoʻolālā a i nā makahiki ʻelua i hala iho nei ua hoʻonui kā mākou waihona huahana ma mua o nā huila ʻelua uila, e hoʻonui ana i ka ʻāina ma mua o nā mākeke ʻEulopa.Loaʻa i kēia hoʻolālā ka kūleʻa mua e pili ana i ka ulu ʻana o nā huahana hou ma 2022, me nā mākeke hou e hoʻopau wale ana i ka hāʻule ʻana o ka mākeke ʻelua huila uila a hoʻomaikaʻi i ka hoʻopukapuka mua ʻana i nā huahana hou a me nā mākeke hou [inaudible].
Ma ke ʻano o ka hoʻonui ʻana i ka laulā huahana, ua hoʻokō mākou i nā kūleʻa mua ma ke kahua o nā scooter uila ma 2022. Ua hoʻomaka mākou i kēia ʻāpana i ka hapaha hope o 2021 a mai ka manawa mai ua hoʻohana maikaʻi ʻia ka portfolio scooter lour i kēia huahana premium me ka ʻike ʻana i ka brand ka makeke.Hoʻomaka mākou me nā kumukūʻai no nā huahana premium mai $ 800 a i $ 900.a me nā huahana kūʻai ʻole ma waena o $300 a me $500.Ua alakaʻi kēia hoʻolālā i ka ulu ʻana o ka leo i ka wā mua, akā ua kōkua i ka brand e hoʻokumu iā ia iho i ka ʻāpana hou.
Ua lanakila ʻo Niu i ka Riders Choice Award 2023 no ka hui scooter maikaʻi loa mai Micromobility World.ʻO kā mākou huahana ʻenehana kiʻekiʻe, K3, ua uhi pū ʻia e kekahi o nā ʻenehana loea e like me TomsHard [Phonetic], TechRadar a me ExTaca [Phonetic].
Ma ke ʻano o nā ala kūʻai aku, ua hana pū mākou i kahi ʻanuʻu i kēlā me kēia ʻanuʻu ma ka hoʻokuʻu mua ʻana i ka māhele scooter, e kālele ana i nā kahawai pūnaewele e like me Amazon.I ka wā o ka hanana Amazon Prime Day 2022, ua helu ʻia kā mākou mau hiʻohiʻona scooter i ka 1 a me ka 2 ma ka papa inoa kūʻai maikaʻi loa ma Amazon ma kekahi mau ʻāina ma ʻEulopa a me ʻAmelika ʻAmelika.Ma ka hoʻohana ʻana i ka manawa o ke kahawai pūnaewele, ua hoʻomaka mākou e komo i nā ʻoihana kūʻai waho waho e like me MediaMarkt ma ʻEulopa a me Best Buy ma US ma o ka hapa lua o 2022. no ka ulu mau ʻana i ka makahiki 2023 a ʻoi aku.
I kēia manawa, i ka ʻāpana o ka hoʻonui ʻana i ka ʻāina i ke kahua o nā huila ʻelua uila, ʻike mākou i nā manawa ulu i ka mākeke ʻĀsia Hema, ʻo ia hoʻi ma Thailand, Indonesia a me Nepal.Ke hoʻomau nei mākou i ka hana ikaika e hoʻonui i ka mākeke ʻĀkia Hema, me ka manaʻo e hoʻoulu i ke ʻano o ka neʻe ʻana mai nā huila ʻelua i hoʻohana ʻia i ka wahie i nā huila ʻelua uila.Ma kēia mau mākeke ulu wikiwiki ma Asia Hema, ua hoʻonui mākou i kā mākou waihona hale kūʻai a hoʻokumu i kahi pūnaewele kūʻai nui me nā hoa pili kūloko.
I ka makahiki 2022, i ka wā o ka hui G20 ma Bali, e hāʻawi nā huahana Niu i nā scooter uila no nā Makai Lahui o Indonesia e kākoʻo i ka halihali hoʻomau o ke aupuni kūloko.I kēia manawa, mahalo i kēia mau hoʻoikaika ʻana, ʻoi aku ka nui o ke kūʻai ʻana o nā huila ʻelua uila ma ka mākeke ʻĀkia Hema ma kahi o 60% makahiki ma ka makahiki.
ʻO ka mea hope loa, ma ke ʻano he poʻe kākoʻo o ke ola hoʻomau, ua kūpaʻa mākou i ka hāʻawi ʻana i kā mākou mea kūʻai aku i nā kaʻa kaʻa kaiapuni akamai e kōkua i ka hōʻemi ʻana i ko mākou wāwae kaiapuni.ʻO 2022 kekahi makahiki a mākou e kūpaʻa ai e kōkua i ka ʻoihana holoʻokoʻa holoʻokoʻa ʻelua e hoʻomohala i kahi ala e pili ana i ke kaiapuni.I kēia makahiki ua paʻi mākou i kā mākou hōʻike mua ESG.I kēia lā, ua hōʻea ka ʻikepili huakaʻi kumulative i 16 biliona kilomika, ʻo ia hoʻi, ua hōʻemi ʻia he 4 biliona kilokani kalapona i hoʻohālikelike ʻia me nā kaʻa he nui.
No ka hoʻolaha ʻana i ka ʻōlelo o ke kūkulu ʻana i kahi ʻōmaʻomaʻo e hiki mai ana ma o ka ʻenehana, ua hoʻokumu mākou i ka ReNIU, kahi hoʻolālā hoʻomau honua, i ka lā o ka Honua 2022. Aia ka hoʻolaha i kahi hoʻomaʻemaʻe honua honua e hoʻoneʻe i nā mea hoʻohana hou ma nā ʻāina ʻehā e hoʻomaʻemaʻe i ka honua.Nā wahi lehulehu, me nā wahi e like me Bali, Antwerp a me Guatemala.Aia ka Sustainability i ka puʻuwai o kā mākou brand mai kona hoʻomaka ʻana, a haʻaheo mākou iā mākou iho i ka hopena maikaʻi i kā mākou kūpaʻa i ka hoʻomau me kā mākou mea hoʻohana.
I kēia manawa ua hala ʻo 2022, ke hilinaʻi nei mākou e hoʻomau ka ulu ʻana o nā hoʻoponopono hoʻolālā a mākou i hana ai ma 2022 i 2023 a hoʻomaka i ka hopena maikaʻi i ka hapaha lua o 2023. Ma ke kumu makahiki, i hoʻohālikelike ʻia me nā hoʻoponopono kumukūʻai ma mua o ka hapaha mua. o 2022, ke hoʻomau nei kā mākou hapaha mua o 2023 i nā hōʻailona o ka hopena maikaʻi ʻole ʻia e ka piʻi ʻana o ke kumukūʻai a me ka hoʻokuʻu ʻana o ka huahana, a mākou e manaʻo ai e hoʻi i ka lua o ka hapaha.I kēia manawa, me ka hoʻolālā o ka hoʻomohala ʻana i nā huahana, branding a me ke kūʻai aku ʻana, a me ka hoʻonui ʻana i nā ala kūʻai aku, manaʻo mākou hiki iā mākou ke hoʻomau i ka ulu ʻana o kēlā me kēia makahiki ma Kina a me nā mākeke o waho ma 2023.
I kēia manawa, ʻoi aku ma ka mākeke Kina, e hoʻomau mākou i kā mākou alakaʻi ma ka hoʻoulu ʻana i ka ulu maikaʻi me nā huahana hou ma ka waena waena o ka ʻāpana kiʻekiʻe, e kālele ana i ke kūʻai aku i mua o ka mea hoʻohana e hoʻonui i ka ROI a me ka hana kūʻai.like - 3000+ hale kūʻai franchise.Ma ke ʻano o nā huahana, e hoʻomaka ana mai ka hapaha ʻelua o kēia makahiki, loaʻa iā mākou nā hoʻolālā no nā huahana koʻikoʻi ma Kina.E kālele ana kēia mau laina huahana i ka hana kiʻekiʻe Niu a me Gova series, mai nā kaʻa kaʻa kiʻekiʻe e like me nā kaʻa kaʻa a hiki i nā kaʻa uila uila kiʻekiʻe a me waena waena, NCM lithium battery powertrain platforms, kā mākou SV.[Phonetic] mau pihi lithium no nā ʻakika graphite lead acid.Ua hoʻomaka mākou i ka hoʻomohala ʻana i kēia mau huahana i 2022 a e hoʻokuʻu ʻia lākou ma ka papa manawa i ka hapaha lua o 2023.
I kēia manawa, alakaʻi ʻia e kahi hāʻawi huahana kūʻokoʻa a ʻokoʻa, hoʻomau mākou i ka nānā ʻana i ka hana ʻana iā Mavericks ke alakaʻi alakaʻi o ke kaona mobility lifestyle brand, kahi hui e ʻoi aku ma mua o kā mākou huahana.Ma waho aʻe o kā mākou huahana a me nā mea hoʻohana-centric hoʻolālā kūʻai, hoʻolālā pū mākou e hoʻonui i kā mākou papahana co-branding me nā hōʻailona me ka wikiwiki o ka nohona.I ka makahiki 2022, ua hoʻomaka maikaʻi mākou i ka launa pū ʻana me nā mea hoʻokele ola o ka honua e like me Razer a me Diesel a hoʻomohala i nā huahana hui pū me kēlā me kēia hoa, a ke manaʻo nei mākou e hoʻomau i kēia kumu hoʻohālike i 2023.
I kēia manawa, e pili ana i nā ala kūʻai aku, ua hoʻomaka mākou i nā hana e hoʻonui ai i ke kūʻai aku o ka hale kūʻai hoʻokahi i ka hapaha ʻehā o 2022, a e nānā i nā hale kūʻai brick-a-mortar ma ke ʻano he hub koʻikoʻi no nā hōʻike hoʻokele, nā hoʻāʻo hoʻāʻo, a me nā lawelawe ma hope o ke kūʻai aku.Kākoʻo mākou i nā hale kūʻai waho me nā alakaʻi i hana ʻia ma ka pūnaewele.Ma o kēia ala O2O, hiki iā mākou ke hāʻawi i kā mākou mea hoʻohana i kahi ʻoi aku ka maikaʻi ma mua o ke kūʻai aku a ma hope o ke kūʻai aku a hoʻonui i nā kūʻai aku ma kā mākou mau hale kūʻai kūʻai.
Ua hoʻomaka pū mākou i kahi papahana e hoʻopololei a hoʻohālikelike i nā hoʻolālā hale kūʻai a me nā mea kūʻai aku no kēlā me kēia hale kūʻai i mea e hana ai i kahi kiʻi kiʻi kiʻekiʻe.Eia hou, loaʻa iā mākou kahi hoʻolālā kikohoʻe e kōkua i nā hale kūʻai e hōʻike i kā lākou huahana a kūkulu i nā paepae, e alakaʻi ana i ka hoʻonui ʻana i nā kaʻa a me nā uku hoʻololi.E kōkua kēia mau hana i nā hale kūʻai ʻoi aku ma mua o 3,000 e hoʻokō i ka ulu ʻana o ka pae hale kūʻai.
I kēia manawa, e pili ana i nā mākeke honua, e hoʻomau mākou i ka nānā ʻana i kā mākou hoʻolālā diversification e pili ana i ka portfolio huahana a me ka hoʻonui ʻāina.ʻO kēia mau hoʻoikaika ʻana i nā makahiki ʻelua i hala iho nei e hoʻomaka e hāʻawi nui i ka loaʻa kālā a me ka ulu kālā.ʻO ka mea mua, i ka māhele o nā micro-neʻe, 2022 e loaʻa i kahi kiʻekiʻe kiʻekiʻe o ka ulu ʻana, a ʻo ke kūʻai aku ma 2022 e hoʻonui ʻia ma kahi o 7 mau manawa.Ma 2022, e hoʻomau mākou i ka hoʻomohala ʻana i nā micro-segments, kūkulu i kahi kōpili huahana piha, a hoʻokumu i nā ala kūʻai aku me nā hoa kūʻai kūʻai e like me Best Buy a me MediaMarkt, ma ka pūnaewele a me ka offline.Ma 2022, hoʻolālā mākou e hoʻomau mau i kā mākou laina huahana scooter e hoʻonui i ka laulā o nā huahana no kā mākou mea hoʻohana.
I kēia manawa, ma waho aʻe o nā scooter, ua hoʻolauna mua mākou i kā mākou BQi C3 e-bike ma ka mākeke US i Malaki 2023. ʻO ka BQi C3 he ebike pālua ʻelua me ʻelua mau puʻupuʻu māmā hiki ke hoʻololi ʻia, e hāʻawi ana i ka palena kiʻekiʻe o 90 mau mile.I kēia manawa ua kūkulu mākou i kahi pūnaewele kūʻai ikaika i ka makahiki i hala, e kūʻai ʻia ka BQi C3 ma luna o 100 mau hale kūʻai Best Buy ma US a me ka pūnaewele, me nā manaʻo e kūʻai aku ma Kanada i ka wā e hiki mai ana.
I kēia manawa, ke hoʻomaka nei mākou e hoʻolilo i ka mākeke micromobility mai 2020, ke hilinaʻi nei mākou i nā kumu i hoʻokumu ʻia i nā makahiki ʻekolu i hala iho nei e pili ana i ke kūkulu ʻana i ka brand, ka hui ʻana o nā huahana a me ke kūkulu ʻana i ke kahawai e alakaʻi i ka ulu wikiwiki i 2023 a hāʻawi nui i ka loaʻa kālā. waiwai.
I kēia manawa, i ka ʻāpana uila ʻelua huila, ua loaʻa iā mākou kahi setback ma muli o ka pani ʻana o ka mākeke kaʻana ma 2022. Manaʻo mākou e hoʻi hou i kahi ala ulu wikiwiki i 2023 ma o ka hoʻonui ʻana i ka huahana a me ka hoʻonui ʻāina.Ma ke ʻano o nā huahana, hoʻolālā mākou e hoʻolauna i nā huahana kiʻekiʻe a pau e like me ka RCi ʻehā huila uila uila e hoʻokūkū i ka hoʻolako ʻana i nā huila ʻelua uila a hoʻokō i ka noi aggregate ma ʻEulopa.
E pili ana i ka hoʻonui ʻāina ma Asia Hikina Hema, i mea e kūkulu ai ma luna o ka ulu ʻana i hoʻokō ʻia ma 2022, hoʻolālā mākou e hoʻomaka i nā huahana a me nā hoʻonā e kākoʻo ana i ka hoʻololi ʻana i ka hoʻāʻo ʻana ma o ka hui pū ʻana me kekahi mau mea hana nui ma nā ʻāina e like me Indonesia a me Thailand.Ke hoʻomaka nei kēia mau hoʻokolohua a ke manaʻo nei mākou e hāʻawi lākou iā mākou i ke komo ʻana i ka mākeke ʻĀkia Hema, kahi i kūʻai ʻia aku ai ma mua o 20 miliona mau kaʻa kaʻa i kēlā me kēia makahiki.
I kēia manawa ke hoʻokō nei mākou i kēia mau hoʻolālā ulu no Kina a me nā mākeke honua, manaʻo mākou e ulu ka nui o kā mākou kūʻai aku i 1-1.2 miliona mau ʻāpana e 2023, piʻi 20-45% mai 2022.
Mahalo iā Master Yang a aloha iā ʻoe a pau.E ʻoluʻolu e hoʻomaopopo i kā mākou hoʻolaha paʻi i nā ʻikepili āpau a me nā hoʻohālikelike āu e pono ai, a ua hoʻouka pū mākou i ka ʻikepili ma ke ʻano excel i kā mākou pūnaewele IR no ka ʻike.Ke nānā au i kā mākou hopena kālā, ke ʻole e ʻike ʻia, e nānā mākou i nā helu no ka hapahā ʻehā a aia nā helu kālā āpau ma RMB ke ʻole i hōʻike ʻia.
E like me kā Yang Gang i ʻōlelo ai, e kū mākou i nā pilikia he nui i ka makahiki 2022. ʻO ka nui o nā kūʻai aku ma ka hapahā ʻehā he 138,000 mau ʻāpana, ma lalo o 42% mai ka manawa like i ka makahiki i hala.ʻO ka mea nui, 118,000 mau kaʻa i kūʻai ʻia ma ka mākeke Kina, aʻo 20,000 mau kaʻa i kūʻai ʻia ma nā mākeke o waho.Ma nā mākeke o nā ʻāina ʻē, ua hiki iā mākou ke mālama i ka 15% o ka ulu ʻana o ka makahiki ma mua o ke kūʻai ʻana i nā scooter i 17,000 mau ʻāpana.
ʻO ka huina kūʻai ma 2022 he 832,000 mau kaʻa, me 711,000 mau kaʻa ma ka mākeke Kina a me 121,000 mau kaʻa i nā mākeke o waho.ʻOiai ua hāʻule nā kūʻai holoʻokoʻa ma ka mākeke Kina i ka 28% i kēlā me kēia makahiki, ua hāʻule wale ʻo Niu a me Gova premium series i hui pū ʻia he 10%.He ikaika ka ulu ʻana ma nā mākeke o nā ʻāina ʻē, ua hoʻonui ʻia ke kūʻai aku ʻana o ka scooter i 102,000 mau ʻāpana, a ua hāʻule ke kūʻai ʻana o ka moped uila ma kahi o 45%, ma muli o ka pau ʻana o nā kauoha kaʻana like, ua ʻike ʻo Yang Gang.
ʻO ka huina kālā no ka hapahā ʻehā he 612 miliona yuan, ma lalo o 38% mai ka makahiki i hala.ʻO ka hoʻohaʻahaʻa ʻana i ka loaʻa kālā scooter ma ka helu ʻana, ʻo ka loaʻa kālā scooter ma ka mākeke Kina he 447 miliona yuan, 35% ka liʻiliʻi ma mua o kā mākou hoʻomaka me kā mākou hoʻolālā e nānā hou i nā ʻāpana premium a me waena.ʻO ka pūʻulu hoʻolaha a Gova he 5% wale nō o ke kūʻai ʻana i ka home i ka hapahā ʻehā.ʻO ka hopena, ua hoʻonui ʻia ke kumukūʻai kūʻai ma ka mākeke Kina e 378,314 yuan [leo] i kēlā me kēia makahiki.ʻO ka loaʻa kālā mai nā scooter o nā ʻāina ʻē, me nā scooters, nā moped uila a me nā kaʻa kaʻa uila, he 87 miliona yuan.ʻO ke kumukūʻai kūʻai maʻamau o nā scooter hybrid ma nā mākeke ʻē aʻe he 4,300 yuan, ma lalo o ka hapaha mai ka makahiki i hala ma muli o ka ʻoi aku o ka nui o nā kūʻai scooter akā haʻahaʻa ka ASP.Eia nō naʻe, ua hoʻonui ʻia ke kumukūʻai kūʻai awelika o nā scooter ma mua o 50% makahiki ma ka makahiki a me 10% hapaha ma ka hapaha ma muli o ka hapa kiʻekiʻe o nā scooter kiʻekiʻe e like me ka K3 series i kūʻai ʻia ma waena o $800 a me $900.
ʻO ka loaʻa kālā, nā ʻāpana a me nā lawelawe he 79 miliona yuan, ma lalo o 31% ma muli o ke kūʻai haʻahaʻa haʻahaʻa mai nā mea hoʻohana kelepona paʻa lima ʻē aʻe.No ka 2022 holoʻokoʻa, ka huina kūʻai - hāʻule ka huina kālā he 14.5% i 3.2 biliona yuan.Ua hāʻule ka loaʻa kālā Scooter ma Kina i ka 19% o ka makahiki ma mua o ka makahiki.Ua hāʻule nā huahana waena a me nā mea kiʻekiʻe e 6% wale nō.International Scooters - Ua hoʻonui ʻia ka loaʻa kālā o nā Scooters International e 15% a i 494 miliona yuan.ʻO ka nui o ka loaʻa kālā o ka honua me nā scooter, nā mea pono, nā ʻāpana a me nā lawelawe i helu ʻia no 18.5% o ka loaʻa kālā ma muli o ka ulu wikiwiki ʻana o nā scooter.
E nānā kākou i ke kumu kūʻai kūʻai maʻamau ma 2022. ʻO ke kumu kūʻai awelika holoʻokoʻa o nā scooter he 3,432 vs. 3,134, piʻi 9.5%.ʻO nā scooters ASP 3322 kūloko, 12% ka ulu ʻana, ʻo ka hapalua o ia mea ma muli o ka hui maikaʻi loa o nā huahana premium, a ʻo ke koena ma muli o ka piʻi ʻana o ke kumukūʻai.ʻO ke kumukūʻai kūʻai awelika honua o nā scooter hybrid he 4,079 vs. 6,597, haʻahaʻa ma mua o ka makahiki i hala, e like me ka piʻi ʻana o ka mahele o nā scooters i 10 mau manawa, ʻoiai ke kumukūʻai kūʻai awelika o nā kaʻa uila a me nā ASP a me nā scooter i hoʻonui ʻia e 17% a me 13%, kēlā me kēia.%.
He 22.5% ka nui o ka loaʻa kālā ma ka hapaha ʻehā, ma lalo o 0.1 pakeneka makahiki ma ka makahiki a piʻi i ka 0.4 pakeneka mai ka hapaha mua.ʻO ka loaʻa kālā he 21.1% no ka makahiki i pau i ka lā 31 Dekemaba 2022, hoʻohālikelike ʻia me 21.9% no ka makahiki.ʻO ka hui ʻana o nā huahana i hoʻomaikaʻi ʻia ma Kina i hoʻonui i ka ʻai nui ma ka 1.2 pākēneka, ʻoiai ʻoi aku ka nui o nā kumukūʻai pākaukau a me ka ʻāpana kiʻekiʻe o nā kūʻai scooter i hōʻemi i ka palena nui ma ka 2 pakeneka.ʻO ka mea nui, ua hoʻonui ʻia ka loaʻa kālā ma ka mākeke Kina e 1.5 pakeneka.
Ka manawa hoʻouna: Mar-23-2023
