Posachedwapa, CINNO Research yatulutsa zambiri zaposachedwa.Kuyambira Januwale mpaka June 2023, ndalama zatsopano zamphamvu zaku China zidakwana 5.2 thililiyoni yuan (kuphatikiza Taiwan), ndipo bizinesi yatsopano yamagetsi yakhala gawo lofunikira kwambiri pamakampani omwe akutukuka kumene.
Kuchokera maganizo a mkati likulu kuwonongeka, kuyambira January mpaka June 2023, ndalama ndalama China (kuphatikiza Taiwan) latsopano mphamvu makampani makamaka anayenderera kwa mphepo mphamvu photovoltaics, ndi kuchuluka kwa za 2.5 thililiyoni yuan, mlandu pafupifupi 46,9%;ndalama zonse mu mabatire a lithiamu Kuchuluka kwake ndi 1.2 thililiyoni yuan, kuwerengera pafupifupi 22,6%;ndalama zonse zosungirako mphamvu ndi 950 biliyoni ya yuan, zomwe zimakhala pafupifupi 18.1%;ndalama zonse mu mphamvu ya haidrojeni zimaposa 490 biliyoni ya yuan, zomwe zimakhala pafupifupi 9.5%.
Malinga ndi mabungwe atatu akuluakulu a ndalama, mphamvu ya mphepo ya photovoltaics, mabatire a lithiamu ndi kusungirako mphamvu ndizo mabungwe atatu akuluakulu opangira ndalama mumakampani atsopano a mphamvu.Kuyambira January mpaka June 2023, photovoltaic ndalama zogulitsira ku China (kuphatikizapo Taiwan) makamaka zimayenda ku maselo a photovoltaic, pamene ndalama zopangira mphamvu za mphepo zimayenda makamaka kumapulojekiti oyendetsa magetsi;Lifiyamu batire ndalama zogulira ndalama makamaka zimayenda ku ma module a batri a lithiamu ndi PACK;mphamvu zosungira ndalama ndalama zogulira makamaka kuyenda kwa pumped yosungirako angathe.
Malinga ndi kugawa kwamadera, ndalama zogulira mumsika watsopano wamagetsi zimagawidwa makamaka ku Inner Mongolia, Xinjiang ndi Jiangsu, ndipo gawo lonse la zigawo zitatuzi ndi pafupifupi 37.7%.Pakati pawo, Xinjiang ndi Inner Mongolia apindula ndi ntchito yomanga maziko a mphepo ya dzuwa ndi mphamvu zowonjezera mphamvu, ndipo ali ndi mphamvu zambiri za photovoltaic zomwe zimayikidwa, ndipo poyerekeza ndi zogawidwa, zimakhala zapakati.
Malinga ndi zomwe zatulutsidwa posachedwa ndi bungwe lofufuza zaku South Korea la SNE Research, mu theka loyamba la 2023, ma batire amphamvu omwe angolembetsedwa kumene padziko lonse lapansi adzakhala 304.3GWh, kuwonjezeka kwa chaka ndi 50.1%.
Kutengera makampani a TOP10 omwe ali ndi batire yamagetsi padziko lonse lapansi mu theka loyamba la chaka, makampani aku China akadali ndi mipando isanu ndi umodzi, yomwe ndi Ningde Times, BYD, China Innovation Aviation, EVE Lithium Energy, Guoxuan Hi-Tech ndi Sunwoda, yokhala ndi msika wonse. kugawana mpaka 62.6%.
Mwachindunji, mu theka loyamba la chaka, Ningde Times ya ku China idakhala yoyamba ndi gawo la msika la 36.8%, ndipo voliyumu yake yotsitsa batire idakula ndi 56.2% pachaka mpaka 112GWh;Gawo la msika linatsatira kwambiri;Voliyumu yoyika batire ya Zhongxinhang idakwera ndi 58.8% pachaka mpaka 13GWh, ndikuyika pachisanu ndi chimodzi ndi gawo la msika la 4.3%;EVE lifiyamu mphamvu batire kuyika voliyumu yawonjezeka ndi 151.7% chaka ndi chaka mpaka 6.6GWh , pa nambala 8 ndi gawo la msika wa 2.2%;Kuyika kwa batri ya Guoxuan Hi-Tech kwawonjezeka ndi 17.8% pachaka mpaka 6.5GWh, kuyika 9th ndi gawo la msika la 2.1%;Kuyika kwa batri ya Sunwoda chaka ndi chaka Kudakwera ndi 44.9% mpaka 4.6GWh, kuyika 10th ndi gawo la msika la 1.5%.Pakati pawo, mu theka loyamba la chaka, mphamvu anaika BYD ndi Yiwei lithiamu-mphamvu mabatire akwaniritsa patatu manambala chaka ndi chaka kukula.
Batire maukonde anaona kuti mawu a msika gawo, pakati pamwamba 10 padziko lonse mphamvu batire unsembe mu theka loyamba la chaka, gawo msika wa makampani anayi Chinese CATL, BYD, Zhongxinhang, ndi Yiwei Lithium Energy akwaniritsa chaka ndi chaka. kukula.Sunwoda anakana.Pakati pamakampani aku Japan ndi aku Korea, gawo la msika la LG New Energy lidakhalabe losalala poyerekeza ndi nthawi yomweyi chaka chatha, pomwe Panasonic, SK on, ndi Samsung SDI onse adawona kuchepa kwapachaka kwa msika mu theka loyamba la chaka.
Komanso, Utumiki wa Makampani ndi Information Technology analengeza ntchito ya lifiyamu-ion batire makampani mu theka loyamba la 2023, kusonyeza kuti theka loyamba la 2023, dziko langa lifiyamu-ion batire makampani adzapitiriza kukula.Malinga ndi makampani muyezo kulengeza ogwira ntchito zambiri ndi makampani mawerengedwe mayanjano, dziko lifiyamu batire kupanga mu theka loyamba la chaka kuposa 400GWh, kuwonjezeka oposa 43% chaka ndi chaka, ndi ndalama za lifiyamu batire makampani mu theka loyamba la chaka linafika 600 biliyoni ya yuan.
Pankhani ya mabatire a lithiamu, kutulutsa kwa mabatire osungira mphamvu mu theka loyamba la chaka kudaposa 75GWh, ndipo mphamvu yoyika mabatire amagetsi amagetsi atsopano anali pafupifupi 152GWh.Mtengo wogulitsa kunja kwa batri la lithiamu ukukwera ndi 69% pachaka.
Mu theka loyamba la chaka, linanena bungwe cathode zipangizo, anode zipangizo, olekanitsa, ndi electrolytes anali pafupifupi matani 1 miliyoni, matani 670,000, 6.8 biliyoni lalikulu mamita, ndi matani 440,000, motero.
Mu theka loyamba la chaka, linanena bungwe la lithiamu carbonate ndi lithiamu hydroxide anafika matani 205,000 ndi matani 140,000 motero, ndi mitengo pafupifupi batire kalasi lifiyamu carbonate ndi batire-kalasi lithiamu hydroxide (zabwino ufa kalasi) mu theka loyamba la chaka chinali 332,000 yuan/ton ndi 364,000 yuan/ton motero.Toni.
Pankhani ya kutumiza ma electrolyte, "White Paper on Development of China Lithium-ion Battery Electrolyte Industry (2023)" yotulutsidwa ndi mabungwe ofufuza EVTank, Evie Economic Research Institute ndi China Battery Industry Research Institute ikuwonetsa kuti mu theka loyamba la chaka. , China ya lithiamu-ion batire electrolyte kutumiza Voliyumu ndi 504,000 matani, ndipo kukula msika ndi 24.19 biliyoni yuan.EVTank ikuneneratu kuti kutumiza kwa electrolyte ku China kudzafika matani 1.169 miliyoni mu 2023.
Pankhani ya mabatire a sodium-ion, mu theka loyamba la chaka, mabatire a sodium-ion apeza zotsatira zapang'onopang'ono pakufufuza kwazinthu ndi chitukuko, kupanga mphamvu zopanga, kulima unyolo wamafakitale, kutsimikizira kwamakasitomala, kuwongolera zokolola, ndikulimbikitsa ziwonetsero. ntchito.Malinga ndi deta yochokera ku "White Paper on Development of China's Sodium-ion Battery Industry (2023)" yotulutsidwa ndi mabungwe ofufuza EVTank, Evie Economic Research Institute ndi China Battery Industry Research Institute, kumapeto kwa June 2023, mphamvu yodzipereka yopanga Mabatire a sodium-ion omwe apangidwa padziko lonse lapansi afika 10GWh, kuwonjezeka kwa 8GWh poyerekeza ndi kumapeto kwa 2022.
Malinga ndi zomwe bungwe la National Energy Administration linanena, mu theka loyamba la chaka, mphamvu zomwe zidakhazikitsidwa kumene zinali pafupifupi 8.63 miliyoni kW/17.72 miliyoni kWh, zofanana ndi mphamvu zonse zomwe zidakhazikitsidwa zaka zam'mbuyomu.Potengera kukula kwa ndalama, kutengera mitengo yamisika yamakono, zomwe zangokhazikitsidwa kumene pakusungirako mphamvu zatsopano zimayendetsa ndalama zachindunji zopitilira 30 biliyoni.Pofika kumapeto kwa June 2023, kuchuluka kwa mapulojekiti atsopano osungira mphamvu omwe amangidwa ndikugwiritsidwa ntchito m'dziko lonselo akuposa 17.33 miliyoni kW/35.8 miliyoni kWh, ndipo nthawi yosungira mphamvu ndi maola 2.1.
Malinga ndi deta yochokera ku Traffic Management Bureau ya Unduna wa Zachitetezo cha Anthu, pofika kumapeto kwa Juni 2023, kuchuluka kwa magalimoto amagetsi atsopano mdziko muno kudafika 16.2 miliyoni, zomwe zimawerengera 4.9% ya magalimoto onse.Mu theka loyamba la chaka, magalimoto amagetsi atsopano a 3.128 miliyoni adangolembetsa kumene m'dziko lonselo, kuwonjezeka kwa chaka ndi chaka ndi 41.6%, mbiri yakale.
Malinga ndi deta yaposachedwa kuchokera ku China Association of Automobile Manufacturers, mu theka loyamba la chaka, kupanga ndi kugulitsa magalimoto atsopano amphamvu m'dziko langa kunali 3.788 miliyoni ndi 3.747 miliyoni, motero, kuwonjezeka kwa 42,4% ndi 44.1% chaka. -pachaka, ndipo gawo la msika lidafika 28,3%;kuchuluka kwa mabatire amphamvu kunali 293.6GWh, Kukula kwachaka ndi chaka kwa 36.8%;kugulitsa kochulukira kwa mabatire amphamvu kudafika 256.5GWh, kuwonjezeka kwachaka ndi chaka kwa 17.5%;Kuchulukirachulukira komwe kumayikidwa kwa mabatire amphamvu kunali 152.1GWh, kuwonjezereka kwachaka ndi chaka kwa 38.1%;zopangira zolipiritsa zidakwera ndi mayunitsi 1.442 miliyoni.
Malingana ndi deta yochokera ku State Administration of Taxation, mu theka loyamba la chaka, galimoto yatsopano yamagetsi yamagetsi ndi kuchepetsa msonkho wa sitimayo ndi kumasulidwa kunafika 860 miliyoni yuan, kuwonjezeka kwa chaka ndi 41,2%;misonkho yatsopano yogula galimoto yamagetsi idafika pa 49.17 biliyoni ya yuan, kuwonjezeka kwa chaka ndi 44.1%.
Ponena za kukumbukira, deta yochokera ku State Administration for Market Regulation imasonyeza kuti mu theka loyamba la chaka chino, ponena za kukumbukira magalimoto apanyumba, chiwerengero cha 80 chokumbukira chinakhazikitsidwa, chokhudza magalimoto a 2.4746 miliyoni.Pakati pawo, pakuwona magalimoto amagetsi atsopano, opanga magalimoto a 19 agwiritsa ntchito kukumbukira kwa 29, kuphatikizapo magalimoto a 1.4265 miliyoni, omwe adutsa chiwerengero cha magalimoto atsopano omwe amakumbukira chaka chatha.Mu theka loyamba la chaka chino, chiwerengero cha magalimoto atsopano okumbukira mphamvu zatsopano chinali 58% ya chiwerengero cha kukumbukira mu theka loyamba la chaka, pafupifupi pafupifupi 60%.
Ponena za zogulitsa kunja, deta yochokera ku China Association of Automobile Manufacturers imasonyeza kuti mu theka loyamba la chaka, dziko langa linatumiza kunja magalimoto amphamvu a 534,000, chaka ndi chaka kuwonjezeka kwa 1.6;makampani a batire amphamvu adatumiza kunja 56.7GWh ya mabatire ndi 6.3GWh ya mabatire osungira mphamvu.
Malinga ndi deta ya General Administration of Customs, mu theka loyamba la chaka, okwana katundu wa dziko langa "zitatu zatsopano" mankhwala, mwachitsanzo, magalimoto onyamula magetsi, mabatire lifiyamu, ndi maselo dzuwa, chinawonjezeka ndi 61,6%, kuyendetsa galimoto. kukula kwathunthu kwa katundu wakunja ndi 1.8 peresenti, ndipo makampani obiriwira ali ndi mphamvu zambiri.
Kuphatikiza apo, ma netiweki a batri (mybattery) adawerengeranso ndalama ndi kukulitsidwa kwa bizinesi yonse ya batri yapanyumba mu theka loyamba la chaka, kuphatikiza ndi kupeza, kuyika maziko, kupanga mayeso, ndi kusaina madongosolo.Malinga ndi deta, malinga ndi ziwerengero zosakwanira za batire maukonde, mu theka loyamba la chaka, okwana 223 ndalama kukulitsa ntchito zinaphatikizidwa mu ziwerengero, amene 182 analengeza ndalama ndalama, ndi ndalama okwana zambiri. kuposa 937.7 biliyoni yuan.Pankhani ya kuphatikiza ndi kupeza, mu theka loyamba la chaka, kupatula chochitika cha kutha kwa malonda, panali milandu yoposa 33 yokhudzana ndi kuphatikizika ndi kugulidwa m'munda wa batri ya lithiamu, yomwe 26 idalengeza kuchuluka kwa malonda, ndi okwana. kuchuluka kwa yuan biliyoni 17.5.Mu theka loyamba la chaka, panali 125 maziko atayala ntchito, 113 amene analengeza ndalama ndalama, ndi ndalama okwana yuan biliyoni 521.891 biliyoni, ndi pafupifupi ndalama ndalama 4,619 biliyoni;62 mayesero kupanga ndi ntchito ntchito, 45 analengeza ndalama kuchuluka, okwana Pa 157.928 biliyoni yuan, ndi ndalama avareji 3.51 biliyoni yuan.Pankhani ya kusaina dongosolo, mu theka loyamba la chaka, zoweta batire makampani unyolo makampani analandira okwana 58 malamulo kunyumba ndi kunja, makamaka kwa mabatire lifiyamu, kachitidwe mphamvu batire yosungirako ndi madongosolo zopangira.
Pankhani ya ntchito, malinga ndi ziwerengero za maukonde batire, kutchulidwa makampani mu batire latsopano mphamvu makampani unyolo waulula zidziwitso zolosera ntchito kwa theka loyamba la chaka, kusonyeza kuti mu theka loyamba la chaka, ntchito ya batire yonse yamakampani opanga mphamvu zatsopano yatsika kwambiri, ndipo kukula kwamphamvu kwatha.Makhalidwewa amawonetsedwa makamaka mu fakitale ya batri: zosangalatsa zosakanikirana ndi zisoni!Kukula kwamphamvu kumachepetsa;makampani amigodi: ntchito dives!Kuchuluka ndi mtengo kupha kawiri + phindu lonse latha;katundu katundu: ntchito bingu!Zowonongeka ziwiri zazikulu mu lithiamu iron phosphate;fakitale ya zida: kukula kwawiri pachaka!Kupambana mu theka loyamba la chaka monga wophunzira wapamwamba pamakampani.Pazonse, pali zovuta kuseri kwa mwayi wamagetsi amagetsi atsopano a batri.Momwe mungapezere zolimba m'malo ovuta amsika komanso njira yachitukuko yosokonekera iyenera kuthetsedwa.
Masiku angapo apitawo, bungwe la Passenger Federation linanena kuti kuchuluka kwa zinthu zatsopano zopikisana zidzakhazikitsidwa pamsika wamagetsi atsopano mu theka lachiwiri la chaka, zomwe zikuyembekezeka kubweretsa kukula kwa msika wamagetsi atsopano mu theka lachiwiri la chaka ndikuthandizira malonda onse amsika.
Bungwe la Passenger Association likulosera kuti malonda ogulitsa magalimoto onyamula anthu m'njira yopapatiza mu July akuyembekezeka kukhala mayunitsi 1.73 miliyoni, mwezi-pa-mwezi -8.6% ndi chaka ndi chaka -4.8%, omwe magetsi atsopano amagulitsa. malonda ali pafupifupi mayunitsi 620,000, mwezi-pa-mwezi -6.8%, chaka ndi chaka chiwonjezeko cha 27.5%, ndi mlingo wolowera pafupifupi 35,8%.
Tikayang'ana deta ya July yotulutsidwa ndi magetsi atsopano kumayambiriro kwa August, ponena za mphamvu zatsopano zopangira magalimoto, mu July, kuchuluka kwa magalimoto asanu opangira magalimoto kunadutsa magalimoto a 10,000.Kuposa kawiri;Weilai Automobile idapereka magalimoto opitilira 20,000, mbiri yakale;Leap Motors idapereka magalimoto 14,335;Xiaopeng Motors inapereka magalimoto a 11,008, kufika pamtunda watsopano wa magalimoto a 10,000;Nezha Motors idapereka magalimoto atsopano Magalimoto opitilira 10,000;Skyworth Automobile idapereka magalimoto atsopano 3,452, kugulitsa magalimoto opitilira 3,000 kwa miyezi iwiri yotsatizana.
Panthawi imodzimodziyo, makampani amtundu wa magalimoto akufulumizitsanso kukumbatira mphamvu zatsopano.Mu July, SAIC Motor inagulitsa magalimoto amphamvu a 91,000 mu July, kupitirizabe kukula kwa mwezi kwa mwezi kuyambira January ndikugunda kwatsopano kwa chaka;Kupambana pamwezi kwa magawo 45,000;Kugulitsa kwa Geely Automobile kwa magalimoto amphamvu atsopano kunafika mayunitsi a 41,014, kukwera kwatsopano kwa chaka, kuwonjezeka kwa 28% pachaka;Kugulitsa kwa Changan Automobile kwa magalimoto amphamvu atsopano mu July kunali ma unit 39,500, kuwonjezeka kwa chaka ndi 62,8%;Kugulitsa kwa Great Wall Motors kwa magalimoto onyamula mphamvu zatsopano magalimoto 28,896, kuwonjezeka kwa chaka ndi 163%;kuchuluka kwa magalimoto amphamvu a Celes anali 6,934;Dongfeng Lantu Automobile yapereka magalimoto atsopano 3,412…
Changjiang Securities adanenanso kuti chitukuko cha magalimoto atsopano amagetsi mu theka lachiwiri la chaka chikuyembekezeka kupitirira zomwe zikuyembekezeka.Kuchokera pakuwona kwa magwiridwe antchito, zomwe zikufunidwa pano zikukwera pang'onopang'ono, kuchuluka kwa zinthuzo kuli bwino, ndipo mtengo wake ndi wokhazikika.M'kanthawi kochepa, ndondomeko ndi malire a msika zidzasintha, ndipo "nkhondo yamtengo wapatali" idzachepa.Ndi kukonzanso kwachuma, mphamvu zatsopano ndi zofunikira zonse zikuyembekezeredwa kupititsa patsogolo;Kutsidya kwa nyanja kukupitirizabe kukula kwakukulu zopereka zikuwonjezeka, ndipo zosungirako zikuyembekezeka kulowa m'ntchito yokhazikika.
A Huaxi Securities ati kutengera mtundu watsopano wamagalimoto amagetsi, kwakanthawi kochepa, kuchotsedwa kwamakampani am'mbuyomu kwatha + kubwezeredwa kwazinthu kumayambika + munyengo yapamwamba kwambiri mu theka lachiwiri la chaka, zonse. maulalo akuyembekezeka kulowa mugawo lowonjezera zotuluka.Pakatikati ndi nthawi yayitali, pamene mphamvu yoyendetsa galimoto yamagetsi yatsopano yapakhomo ikusuntha pang'onopang'ono kuchokera kumbali ya ndondomeko kupita ku msika, magalimoto atsopano amphamvu alowa mu siteji yolowera mofulumira;Kuyika magetsi kunja kwa dziko kumakhala ndi chidziwitso chomveka bwino, ndipo chitukuko cha magalimoto atsopano padziko lonse lapansi chapindula.
China Galaxy Securities Research Report inanena kuti ola lamdima kwambiri ladutsa, kufunikira kwa malo opangira magetsi atsopano kwayenda bwino, ndipo kuchotsedwa kwa makina a batire a lithiamu kwatha.
Nthawi yotumiza: Aug-25-2023