Masana'antar Vietnam EV: Fahimtar Damar B2B don Kamfanonin Waje

A cikin gagarumin sauyi na duniya wanda ke sake fasalin makomar sufuri, kasuwar motocin lantarki (EV) ta tsaya a kan gaba wajen samar da sabbin abubuwa a kasashe da dama na duniya kuma Vietnam ba banda.

Wannan ba kawai al'amari ne da mabukaci ke jagoranta ba.Yayin da masana'antar EV ke samun ci gaba, haɓaka haɗin gwiwar kasuwanci-zuwa-kasuwanci (B2B) ya haɓaka, ta yadda kamfanoni za su iya samar da sassa da abubuwan haɗin gwiwa ko sabis na tallafi waɗanda ke buɗe ɗimbin damammaki masu fa'ida.Daga karuwar buƙatun kayan aikin caji na EV zuwa yanayin samar da baturi da wadata, duniyar yuwuwar tana jira.

Amma a Vietnam, masana'antar har yanzu ba ta da haɓaka.A cikin wannan haske, kamfanoni a kasuwa na iya amfana daga fa'ida ta farko;duk da haka, wannan kuma na iya zama takobi mai kaifi biyu ta yadda za su iya buƙatar saka hannun jari don haɓaka kasuwar gaba ɗaya.

Tare da wannan a zuciya, muna ba da taƙaitaccen bayani game da damar B2B a cikin masana'antar motocin lantarki a Vietnam.

Kalubalen shiga kasuwar EV ta Vietnam
Kayan aiki
Kasuwar EV a Vietnam tana fuskantar cikas da yawa masu alaƙa da ababen more rayuwa.Tare da karuwar buƙatun EVs, kafa hanyar sadarwa mai ƙarfi ta caji ya zama mahimmanci don tallafawa karɓowar tartsatsi.Koyaya, Vietnam a halin yanzu tana fuskantar ƙayyadaddun ƙayyadaddun ƙayyadaddun tashoshi na caji, ƙarancin ƙarfin grid ɗin wuta, da rashin daidaitattun ka'idojin caji.Sakamakon haka, waɗannan abubuwan na iya haifar da matsalolin aiki ga kasuwanci.
"Har ila yau, akwai kalubale don cimma burin masana'antar EV na canza motoci, kamar tsarin samar da ababen more rayuwa bai riga ya cimma matsaya mai karfi zuwa wutar lantarki ba," in ji mataimakin ministan sufuri, Le Anh Tuan, a wani taron bita a karshen shekarar da ta gabata.

Wannan yana nuna cewa gwamnati na sane da ƙalubalen tsarin kuma za ta iya tallafawa shirye-shiryen da kamfanoni masu zaman kansu ke jagoranta don ciyar da muhimman abubuwan more rayuwa.

Gasar daga kafafan 'yan wasa
Kalubale mai yuwuwa ga masu ruwa da tsaki na kasashen waje daukar tsarin jira da gani na iya fitowa daga gasa mai tsanani a kasuwar Vietnam.Yayin da yuwuwar masana'antar EV ta Vietnam ke buɗewa, ɗimbin kamfanoni na ƙasashen waje da ke shiga wannan fage mai tasowa na iya haifar da gasa mai tsanani.

Kasuwancin B2B a cikin kasuwar EV ta Vietnam ba wai kawai suna fuskantar gasa daga ƙwararrun ƴan wasa na cikin gida, kamar VinFast ba, har ma daga wasu ƙasashe.Waɗannan 'yan wasan galibi suna da gogewa mai yawa, albarkatu, da kafaffen sarƙoƙi.Manyan 'yan wasa a wannan kasuwa, kamar Tesla (Amurka), BYD (China), da Volkswagen (Jamus), duk suna da motocin lantarki waɗanda za su iya zama ƙalubale don yin gogayya da su.

Manufa da yanayi na tsari
Kasuwar EV, kamar sauran masana'antu, manufofin gwamnati da ƙa'idodi suna tasiri.Ko da bayan an cimma haɗin gwiwa tsakanin kamfanoni biyu, har yanzu suna iya fuskantar ƙalubalen da suka shafi kewaya ƙa'idodi masu sarƙaƙƙiya da ci gaba, samun izini masu dacewa, da bin ƙa'idodi masu inganci.

Kwanan nan, gwamnatin Vietnam ta ba da wata doka da ke kula da dubawa da tabbatar da tsaro na fasaha da kuma kare muhalli ga motoci da sassa da ake shigowa da su.Wannan yana ƙara ƙarin ƙa'idodi don masu shigo da kaya.Dokar za ta fara aiki ne a kan sassan mota daga ranar 1 ga Oktoba, 2023, sannan za ta fara aiki ga manyan motocin da aka kera daga farkon watan Agustan 2025.

Manufofi irin wannan na iya yin tasiri mai mahimmanci akan tasiri da ribar kasuwancin da ke aiki a sashin EV.Bugu da ƙari, canje-canje a manufofin gwamnati, abubuwan ƙarfafawa, da tallafi na iya haifar da rashin tabbas kuma suna shafar shirin kasuwanci na dogon lokaci.

Samun basira, tazarar basira
Don cin nasarar yarjejeniyar B2B, albarkatun ɗan adam suna taka muhimmiyar rawa.Yayin da masana'antu ke haɓaka, ana buƙatar ƙwararrun ƙwararrun ƙwararrun ƙwararrun ƙwararrun fasahar EV.Duk da haka, samun ƙwararrun ƙwararrun na iya zama ƙalubale ga harkokin kasuwanci a Vietnam saboda har yanzu akwai ƙarancin cibiyoyin ilimi waɗanda ke horar da musamman ga wannan masana'antar.Don haka, kamfanoni na iya fuskantar tarnaki wajen ɗaukar ma'aikata da kuma riƙe ƙwararrun ma'aikata.Bugu da ƙari, saurin ci gaban fasaha yana buƙatar ci gaba da horarwa da haɓaka ƙwarewar ma'aikatan da ke yanzu, wanda zai iya ƙara tsananta matsalar.

Dama
Duk da kalubalen da ake fuskanta a cikin kasuwar EV na cikin gida, a bayyane yake cewa samar da EVs zai ci gaba da girma yayin da damuwar da ke tattare da gurbatar iska, hayakin carbon, da raguwar albarkatun makamashi ke hauhawa.

A cikin mahallin Vietnamese, haɓaka mai ban sha'awa a cikin sha'awar abokin ciniki a ɗaukan EV ya ƙara fitowa fili.Ana sa ran adadin EVs a Vietnam zai kai raka'a miliyan 1 nan da 2028 da kuma raka'a miliyan 3.5 nan da 2040, a cewar Statista.Wannan babban buƙatu ana tsammanin zai haɓaka wasu masana'antu masu tallafi, kamar kayayyakin more rayuwa, hanyoyin caji, da sabis na EV na gaba.Don haka, masana'antar EV mai tasowa a Vietnam tana ba da kyakkyawar ƙasa don haɗin gwiwar B2B tare da damar ƙirƙirar ƙawancen dabarun da kuma yin amfani da wannan yanayin kasuwa mai tasowa.

Abubuwan masana'anta da fasaha
A cikin Vietnam, akwai manyan damar B2B a fagen abubuwan abubuwan hawa da fasaha.Haɗin kai na EVs cikin kasuwar motoci ya haifar da buƙatar abubuwa daban-daban kamar tayoyi da kayan gyara da kuma buƙatar injunan fasaha.
Wani sanannen misali a wannan yanki shine ABB na Sweden, wanda ya ba da sama da mutum-mutumi 1,000 zuwa masana'antar VinFast a Hai Phong.Tare da waɗannan robots, VinFast yana da niyyar haɓaka samar da babura da motoci masu amfani da wutar lantarki.Wannan yana nuna yuwuwar kamfanonin ƙasa da ƙasa su ba da gudummawar ƙwarewarsu a cikin injiniyoyi da sarrafa kansa don tallafawa masana'antar gida.

Wani muhimmin ci gaba shi ne jarin Foxconn a lardin Quang Ninh, inda gwamnatin Vietnam ta amince da kamfanin da ya zuba jarin dalar Amurka miliyan 246 a wasu ayyuka guda biyu.Za a ware wani kaso mai tsoka na wannan jarin, wanda ya kai dalar Amurka miliyan 200, don kafa masana'anta da aka keɓe don samar da caja da kayan aikin EV.Ana sa ran fara aiki a watan Janairun 2025.

Cajin EV da haɓaka abubuwan more rayuwa
Haɓakawa cikin sauri na kasuwar EV yana buƙatar babban saka hannun jari, musamman a ci gaban ababen more rayuwa.Wannan ya haɗa da gina tashoshin caji da haɓaka hanyoyin wutar lantarki.A cikin wannan yanki, Vietnam ta cika da dama don haɗin gwiwa.

Misali, yarjejeniyar da aka rattaba hannu a tsakanin kungiyar Petrolimex da VinFast a watan Yuni 2022 za ta ga wuraren cajin VinFast da aka sanya a babbar hanyar sadarwa ta gidajen mai na Petrolimex.VinFast kuma za ta samar da sabis na hayar baturi da sauƙaƙe ƙirƙirar tashoshin kulawa da aka sadaukar don gyaran EVs.

Haɗin tashoshi na caji a cikin tashoshin iskar gas ba wai kawai yana sa masu EV ya fi dacewa don cajin motocin su ba har ma yana yin amfani da abubuwan more rayuwa waɗanda ke kawo fa'ida ga kasuwancin da ke tasowa da na gargajiya a cikin masana'antar kera motoci.

Fahimtar kasuwa don ayyukan EV
Masana'antar EV tana ba da sabis da yawa fiye da masana'anta, gami da hayar EV da hanyoyin motsi.

VinFast da sabis na Taxi
VinFast ya ɗauki hayar motocin su na lantarki ga kamfanonin sabis na sufuri.Musamman ma, reshen su, Green Sustainable Mobility (GSM), ya zama ɗaya daga cikin kamfanoni na farko a Vietnam don ba da wannan sabis ɗin.
Har ila yau, Lado Taxi ya haɗa kusan 1,000 VinFast EVs, wanda ya ƙunshi samfura, irin su VF e34s da VF 5sPlus, don ayyukan tasi na lantarki a larduna kamar Lam Dong da Binh Duong.

A wani muhimmin ci gaba, Sun Taxi ya rattaba hannu kan kwangila tare da VinFast don siyan motoci 3,000 VF 5s Plus, wanda ke wakiltar manyan jiragen ruwa a Vietnam har zuwa yau, bisa ga rahoton Kuɗi na Vingroup H1 2023.

Selex Motors da Lazada Logistics
A watan Mayun wannan shekara, Selex Motors da Lazada Logistics sun rattaba hannu kan yarjejeniyar yin amfani da babur lantarki na Selex Camel a cikin ayyukansu a biranen Ho Chi Minh da Hanoi.A wani bangare na yarjejeniyar, kamfanin Selex Motors ya mika injinan lantarki ga Lazada Logistics a watan Disambar 2022, tare da shirin sarrafa akalla irin wadannan motoci 100 a shekarar 2023.

Dat Bike da Gojek
Dat Bike, wani kamfanin babur lantarki na Vietnam, ya sami ci gaba sosai a cikin masana'antar sufuri lokacin da ya shiga cikin dabarun haɗin gwiwa tare da Gojek a cikin Mayu na wannan shekara.Wannan haɗin gwiwar an yi niyya ne don sauya ayyukan sufuri da Gojek ke bayarwa, gami da GoRide don jigilar fasinja, GoFood don isar da abinci, da GoSend don dalilai na isarwa gabaɗaya.Don yin wannan za ta yi amfani da babur ɗin lantarki na Dat Bike, da Dat Bike Weaver ++, a cikin ayyukansa.

VinFast, Be Group, da VPBank
VinFast ya saka hannun jari kai tsaye a Be Group kamfanin mota na fasaha, kuma ya sanya hannu kan yarjejeniyar fahimtar sanya baburan lantarki na VinFast cikin aiki.Bugu da ƙari, tare da tallafin Babban Bankin Kasuwancin Kasuwanci na Vietnam (VPBank), Direbobin Be Group ana ba su fa'idodi na musamman idan ana batun hayar ko mallakar motar lantarki ta VinFast.

Mabuɗin ɗaukar hoto
Yayin da kasuwa ke faɗaɗa kuma kamfanoni suna ƙarfafa matsayinsu na kasuwa, suna buƙatar ƙaƙƙarfan hanyar sadarwa na masu kaya, masu ba da sabis, da abokan haɗin gwiwa don ci gaba da ayyukan su don biyan buƙatun girma.Wannan yana buɗe hanyoyi don haɗin gwiwar B2B da haɗin gwiwa tare da sababbin masu shiga waɗanda za su iya ba da sababbin hanyoyin warwarewa, abubuwan da aka keɓance na musamman, ko ƙarin ayyuka.

Kodayake har yanzu akwai iyakoki da wahalhalu ga kasuwanci a cikin wannan masana'antar da ta kunno kai, babu musun yuwuwar gaba kamar yadda tallafin EV ya yi daidai da umarnin matakan sauyin yanayi da hankalin mabukaci.

Ta hanyar haɗin gwiwar sarkar samar da dabaru da samar da bayan sabis na tallace-tallace, kasuwancin B2B na iya yin amfani da ƙarfin junansu, haɓaka sabbin abubuwa, da ba da gudummawa ga ci gaba da haɓaka masana'antar EV ta Vietnam.