Fiye da sau Ιaya, manazarta masana'antu sun bayyana ra'ayin karkatar da kasuwancin motocin lantarki na General Motors zuwa wani kamfani na daban. Wannan ra'ayin yana damun su, saboda hannun jari na masu samar da motocin lantarki na "purebred" sun karu da 250% tun farkon shekara, kuma GM's capitalization, tare da tsarinsa na yanzu, akasin haka, ba haka ba ne mai girma.
Kwararrun Morgan Stanley cikin masu goyon bayan wannan ra'ayin. Bisa kididdigar da suka yi, kasuwancin motocin lantarki na GM zai iya kaiwa dalar Amurka biliyan 100, wanda ya kai kusan ninki biyu na babban kamfanin kera motoci na Amurka. Masu sharhi sun yi hasashen cewa nan da shekarar 2040, kusan kashi 80% na motocin GM za su kasance masu amfani da wutar lantarki. Don cimma wannan, kamfanin zai kara yawan samar da motocin lantarki da akalla kashi 25% kowace shekara.
GM da Ζwararrun Bankin Deutsche suma suna goyan bayan ra'ayin "Ζarfafa wutar lantarki." Bisa hasashensu, nan da shekarar 2025 kamfanin zai sayar da motocin lantarki dubu 500 a duk shekara. Don isa wannan matakin, GM zai haΙaka tallace-tallace na EV da 50% kowace shekara a cikin sauran lokacin. Masu sharhi sun yi imanin cewa a matsayin kamfani mai zaman kansa, babban kasuwancin GM zai iya samun tsakanin dala biliyan 15 zuwa dala biliyan 95 a cikin babban jari.
Idan muka dauki tsakiyar wannan kewayon a matsayin darajar babban kasuwancin motar lantarki na GM ($ 50 biliyan), har yanzu zai kasance sau takwas mai rahusa fiye da Tesla. Yanzu hannun jarin kamfanin na baya ya kai matsayin da kowace mota mai amfani da wutar lantarki ta kera ta na dauke da kaso na jari wanda ya kai dalar Amurka miliyan 1. Ga manyan GM, wannan adadi bai wuce $10 a kowace mota ba. Tun daga farkon shekara, hannun jari na Tesla ya tashi a farashin da 000%, don haka ra'ayin aika motocin lantarki na GM don "tafiya da kansu" yana gwada manazarta da yawa.
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source: 3dnews.ru