Thaum Lub Ob Hlis 25, Guolian Securities tau tshaj tawm tsab ntawv tshawb fawb qhia tias kuv lub teb chaws lub zog hluav taws xob ntsuas kev lag luam tau hloov pauv los ntawm kev tswj hwm ntawm ib txwm siv hluav taws xob ntsuas hluav taws xob mus rau qhov tseem ceeb ntawm cov ntse hluav taws xob ntsuas hluav taws xob. Cov ntsuas hluav taws xob tsis tuaj yeem ua tiav qhov ntsuas qhov tseeb ntawm lub zog hluav taws xob, tab sis tseem sau cov ntaub ntawv tseem ceeb xws li cov neeg siv khoom thauj khoom thiab qhov hluav taws xob hauv lub sijhawm tiag tiag, muab cov ntaub ntawv tseem ceeb raws sijhawm thiab raug rau cov phiajcim ntse, thiab muab lub hauv paus rau kev txheeb xyuas thiab kev txiav txim siab hauv txhua yam. ntawm lub zog enterprise kev ua haujlwm thiab kev tswj hwm.
Raws li GSMA cov txheeb cais, xav tias yuav muaj txog 1.4 billion lub tsev ntse thiab 700 lab lub tsev ntse hauv North America hauv 2025. Qhov kev thov rau hluav taws xob ntse ntawm cov tsev nyob thiab kev lag luam yuav ua kom cov txheej txheem ntawm kev hloov pauv ntse ntse. Muaj cov phiaj xwm kev lag luam ntse ntse hauv ntau thaj chaw thoob ntiaj teb. Ntawm lawv, qhov nkag mus ntawm cov ntsuas ntsuas ntse hauv Latin America yuav nce los ntawm 11.7 lab units hauv 2022 txog 38.4 lab units hauv 2028, thiab kev nkag mus hauv thaj av Asia-Pacific yuav nce los ntawm 59% hauv 2021 txog 2027. 74% hauv 2022, Tebchaws Europe yuav tsum xa 106 lab hluav taws xob meters los ntawm 2022 txog 2027.
Nyob rau hauv 2023, lub export tsom xam ntawm ib-theem hluav taws xob meters yuav hloov mus rau Africa. Tus nqi xa tawm ntawm ib-theem hluav taws xob ntsuas hluav taws xob hauv Africa yuav yog US $ 260 lab, +47.9% xyoo-rau-xyoo, thiab nws feem ntawm txhua lub teb chaws yuav nce 7%; Teb chaws Europe tseem yog lub ntsiab exporter ntawm peb-theem hluav taws xob meters, thiab cov teb chaws Europe peb Theem rooj xa tawm yog US $ 330 lab, +7.9% xyoo-rau-xyoo, accounting rau 57% ntawm tag nrho cov continents. Kev sib tw hluav taws xob ntsuas hluav taws xob hauv ntau qhov chaw feem ntau yog pib los ntawm cov tuam txhab hluav taws xob hauv zos, yog li cov teeb meem channel tau pom tseeb. Tam sim no, cov tuam txhab uas tau tsim cov peev txheej hauv cov cheeb tsam uas muaj kev xav tau ntau ntxiv, xws li Africa thiab Latin America, muaj qhov pom tseeb ua ntej-mover zoo.
Guolian Securities ntseeg hais tias qhov kev loj hlob ntawm lub zog tshiab txhim kho muaj peev xwm tau ua rau muaj kev nce ntxiv hauv qhov kev thov rau kev hloov pauv ntawm cov phiaj xwm hluav taws xob. Lub teb chaws tau nce zuj zus peev hauv cov phiaj xwm ntse. Cov lag luam paub tab xws li Tuam Tshoj, Tebchaws Asmeskas, Tebchaws Europe, thiab lwm yam, feem ntau vam khom rau kev hloov cov khoom siv ntse ntse. Cov lag luam tawm tshiab xws li Latin America feem ntau vam khom lub ntsuas ntsuas ntse. Feem ntau raws li qhov xav tau nce ntxiv.