Malinga ndi ziwerengero zosakwanira kuchokera ku Battery Network kumayambiriro kwa chaka chino, mu 2023, kupatula zochitika za kuthetsedwa kwa malonda, panali milandu 59 yokhudzana ndi kuphatikizika ndi kugulidwa mumakampani amagetsi atsopano a batri, kuphimba minda yambiri monga mchere, zipangizo za batri, zida, mabatire, magalimoto opangira mphamvu zatsopano, kusungirako mphamvu, ndi kubwezeretsanso mabatire.
Mu 2024, ngakhale osewera atsopano odutsa malire akupitilizabe kulowa mugawo la mphamvu zatsopano za batri, kuchuluka kwamilandu yolephera kudutsa malire ndikunyamuka koyipa kukuchulukiranso.
Malinga ndi kusanthula kwa ma netiweki a batri, pasanathe miyezi itatu, makampani angapo akumana ndi zopinga mu mphamvu zatsopano za batri m'malire mkati mwa chaka:
Chinyengo chandalama kwa zaka zotsatizana* ST Xinhai akukakamizika kuchotsa mndandanda
Pa Marichi 18, * ST Xinhai (002089) adalandira chigamulo kuchokera ku Shenzhen Stock Exchange pankhani yochotsa masheya a Xinhaiyi Technology Group Co., Ltd.
Battery Network idazindikira kuti pa 5 February, China Securities Regulatory Commission idapereka chigamulo choyang'anira, ndikutsimikiza kuti * Malipoti apachaka a ST Xinhai kuyambira 2014 mpaka 2019 anali ndi mbiri zabodza, okhudza milandu yayikulu yosaloledwa komanso yokakamiza yomwe idatchulidwa mu Listing ya Shenzhen Stock Exchange. Malamulo.
Akuti tsiku loyambira kuchotsedwa ndi kuphatikiza kwa * ST Xinhai stock ndi Marichi 26, 2024, ndipo nthawi yochotsa ndi kuphatikiza ndi masiku khumi ndi asanu amalonda.Tsiku lomaliza la malonda likuyembekezeka pa Epulo 17, 2024.
Malinga ndi kafukufukuyu, * ST Xinhai idayamba kulowa mumakampani opanga mphamvu zatsopano mu 2016 ndipo yamaliza zosungirako zofunikira pazosungirako mphamvu.Kampaniyo yamaliza kumanga nsanja yopanga batire ya lithiamu ndipo pakadali pano ili ndi mizere 4 yopanga.Nthawi yomweyo, kampaniyo idayikanso ndalama ku Jiangxi Dibike Co., Ltd., kampani ya batri ya lithiamu.
Kutha kwa projekiti ya batire ya sodium 2 biliyoni, Kexiang Shares ilandila kalata yowongolera kuchokera ku Shenzhen Stock Exchange
Pa February 20th, Kexiang Shares (300903) adalengeza kuti kampaniyo sinalandire kalata yoyang'anira kuchokera ku Shenzhen Stock Exchange chifukwa chachedwa kufotokoza momwe ntchito ikuyendera.
Mwachindunji, mu Marichi 2023, Kexiang Co., Ltd. adasaina pangano la Investment Intention Contract ndi Boma la People's of Xinfeng County, Ganzhou City, Province la Jiangxi, kuti agwiritse ntchito pomanga malo opangira magetsi opangira magetsi a sodium ion ndi zida.Ntchitoyi imayang'ana kwambiri pa kafukufuku ndi chitukuko, kupanga, ndi malonda a mabatire a sodium ion ndi zipangizo, ndi ndalama zokwana 2 biliyoni.Mu Seputembala 2023, chifukwa cha ma projekiti ena azachuma, polojekiti yomwe idakonzedwa kuti imangidwe ku Xinfeng County sipitilirabe, koma Kexiang Gulu silinalengeze munthawi yake momwe ntchitoyi ikuyendera.
Pa March 19, Kexiang Co., Ltd. analengeza kachiwiri kuti, kuganizira zinthu monga chitukuko cha njira kampani, kampani waganiza kuthetsa mgwirizano ndalama cholinga anasaina ndi Boma la Anthu a Xinfeng County, Ganzhou City, Province Jiangxi.Pambuyo kukambirana wochezeka ndi Boma la Anthu a Xinfeng County, pangano kuthetsa posachedwapa anasaina pakati pa People's Boma la Xinfeng County ndi Guangdong Kexiang Electronic Technology Co., Ltd. ponena za ndalama cholinga pangano latsopano 6GWh sodium ion mphamvu batire latsopano ntchito.
Kexiang Co., Ltd. inanena kuti pambuyo kusaina pangano cholinga ndalama ndi Boma la People of Xinfeng County, maphwando awiriwa sanafikire mgwirizano ndalama mwalamulo, ndipo kampani analibe ndalama zofananira.Chifukwa chake, kuyimitsa mgwirizano wabizinesi sikungawononge momwe kampaniyo ikugwirira ntchito komanso momwe chuma chikuyendera.
"Pepala la batri" mphekesera zodutsa malire: Meili Cloud akufuna kuletsa kugula kwa Tianjin Juyuan ndi Suzhou Lishen
Madzulo a February 4th, Meiliyun (000815) adalengeza kuti kampaniyo ikukonzekera kuthetsa kusinthana kwakukulu kwa katundu, kupereka magawo kuti agule katundu, ndi kukweza ndalama zothandizira ndi zochitika zokhudzana ndi chipani.Kampaniyo poyambirira idakonza zogula 100% za Tianjin Juyuan New Energy Technology Co., Ltd. ndi 100% zokhala ndi Lishen Battery (Suzhou) Co., Ltd. kuperekedwa kwa magawo ogulira katundu, komanso kukonzekera kukweza ndalama zothandizira.
Pazifukwa zothetsera kukonzanso zinthu zazikuluzikuluzi, Meili Cloud adati kuyambira pomwe idakhazikitsidwa, kampaniyo ndi maphwando ofunikira alimbikitsa mbali zosiyanasiyana zakukonzanso zinthu zazikuluzikuluzi ndikukwaniritsa mosamalitsa zomwe amafunikira pakuwulula zidziwitso malinga ndi malamulo oyenera.Poganizira zakusintha kwaposachedwa kwa msika ndi zinthu zina, maphwando onse omwe akuchita nawo malondawo amakhulupirira kuti pali kusatsimikizika kwakukulu pakupitiliza kupititsa patsogolo kukonzanso kwakukulu kwachuma panthawiyi.Pofuna kuteteza bwino zofuna za kampaniyo ndi onse omwe ali ndi masheya, pambuyo poganizira mozama, kampaniyo ndi onse omwe akukhudzidwa ndi ndondomekoyi kuti akambirane za kuthetsa kukonzanso katunduyu.
Malinga ndi nkhani zam'mbuyomu, Meili Cloud isanakonzedwenso, idachita nawo kwambiri kupanga mapepala, malo opangira data, ndi mabizinesi a photovoltaic.Kupyolera mu kukonzanso uku, kampani yomwe yatchulidwa ikukonzekera kukhazikitsa Xinghe Technology monga bungwe lalikulu la bizinesi yopanga mapepala ndi makampani awiri ogula mabatire - Tianjin Juyuan ndi Suzhou Lishen.Chifukwa chogwirizana ndi kampani yomwe imayendetsedwa ndi China Chengtong, wolamulira weniweni wa Meili Cloud.Ntchitoyo ikamalizidwa, wolamulira weniweni wamakampani omwe adatchulidwa amakhalabe ku China Chengtong.
Chilengezo chovomerezeka cha kutha kwa kuphatikizika kwa migodi ya lithiamu ndi kugulidwa ndi kampaniyi pasanathe mwezi umodzi.
Pa Januware 20, pasanathe mwezi umodzi chilengezo chovomerezeka, Huati Technology (603679) adalengeza kutha kwa nkhani yake yogula mgodi wa lifiyamu kunja!
Malinga ndi chilengezo chomwe chinatulutsidwa ndi Huati Technology mu Disembala 2023, kampaniyo ikukonzekera kulembetsa ku Mozambique KYUSHURESOURCES, SA (kampani yolembetsedwa pansi pa malamulo a Republic of Mozambique, yotchedwa "Kyushu Resources Company") yokhala ndi likulu lina lolembetsa. 570000MT (Mozambique Meticar, chilolezo chovomerezeka cha Mozambique) kudzera mu kampani yake yothandizira Huati International Energy kwa $3 miliyoni.Kuwonjezeka kwa likulu kukamalizidwa, likulu lolembetsedwa la Kyushu Resources Company lisinthidwa kukhala 670000MT, pomwe Huati International Energy ili ndi 85% ya magawo.Kyushu Resources Company ndi kampani yakunja yakunja yolembetsedwa ku Mozambique, yomwe imayang'anira ma projekiti okhudzana ndi lithiamu mkati mwa Mozambique, ndipo ili ndi 100% chilungamo mu mgodi wa lithiamu wa 11682 ku Mozambique.
Huati Technology inanena kuti pambuyo kukambirana mwachindunji pakati pa kampani ndi Kyushu Resources Company pa mfundo zofunika za dongosolo lifiyamu mgodi chitukuko cha polojekiti, ndipo pakalibe mgwirizano pa mfundo zofunika, kampani mokwanira anaunika kuopsa kuthekera kwa kugulitsa izi ndipo anachita mosamala. ndi kukangana kotheratu.Kutengera kuwunika kwazomwe zikuchitika padziko lonse lapansi, kutsika kosalekeza kwa mitengo ya lithiamu ore komanso kutsika kosatsimikizika kwanthawi yayitali kumatha kukhudza kwambiri chitukuko cha migodi.Kampaniyo ndi anzawo apangana mgwirizano wothetsa kulembetsa kwa equity.
Malinga ndi zomwe zachitika, Huati Technology ndi njira yoperekera mayankho pamakina omwe amakhala ndi zochitika zatsopano zamatawuni komanso kuunikira kwachikhalidwe.Mu Marichi 2023, Huati Technology idayika ndalama pakukhazikitsidwa kwa Huati Green Energy, kukulitsa bizinesi yake yokhudzana ndi mabatire atsopano amagetsi, kuyang'ana pakukula msika wamagetsi ogwiritsira ntchito batire lifiyamu, ndikukulitsa bizinesi yake yogwiritsa ntchito batire.Mu July chaka chomwecho, kampani anakhazikitsa Huati Lithium Energy, makamaka chinkhoswe mu malonda a lithiamu ores;Mu September, Huati Technology ndi Huati Lithium pamodzi anakhazikitsa Huati International Energy (Hainan) Co., Ltd., makamaka chinkhoswe mu kuitanitsa ndi kutumiza katundu, malonda a zitsulo, ndi mabizinesi ena.
Sesame Wakuda: Pulojekiti ya Battery Yosungira Mphamvu kapena Chepetsani Ndalama Zogulitsa
Pa January 4, pamene Black Sesame (000716) adayankha kwa osunga ndalama za ntchito yomanga chomera chosungiramo mphamvu, mtengo wogula wa zida zopangira batire zosungiramo mphamvu ndi zipangizo zinasintha kwambiri mu theka lachiwiri la 2023, ndipo msika unasintha kwambiri.Kampaniyo idakonza mapulani obzala molingana ndi kusintha kwa zinthu zakunja ndikuwonetsa mapulani oyenera pambuyo posintha kuti achepetse kuchuluka kwa ndalama ndikuwonetsetsa kupita patsogolo kwaukadaulo wopanga.Gawo loyamba la ntchitoyi likuyembekezeka kutha chaka chino.
Akuti Black Sesame idzayika ndalama zokwana madola 500 miliyoni posungira mphamvu za Tianchen New Energy pofika kumapeto kwa 2022. Pa Epulo 1, 2023, Black Sesame idalengeza za kutha kwa chiwonjezeko chake chandalama cha yuan miliyoni 500 ku Tianchen New Energy. .Panthawi imodzimodziyo, ikukonzekera kusintha bizinesi ya gulu lake laling'ono, Jiangxi Xiaohei Xiaomi, kupanga ndi kugwiritsa ntchito mabatire a lithiamu yosungirako mphamvu, ndikuyika ndalama zokwana madola 3.5 biliyoni kuti amange malo osungiramo mphamvu zosungiramo mphamvu ndi kutulutsa kwapachaka. 8.9 gw.
Kuphatikiza apo, malinga ndi ziwerengero, mu 2023, mafashoni odutsa malire a "Women's Fashion King" adzathetsedwa, ndipo padzakhala zopinga pakupanga batire yodutsa malire ndi magawo atsopano amphamvu, monga ceramic yakale. kampani yolembedwa ya Songfa Gulu, kampani yogulitsa zitsulo ndi malasha * ST Yuancheng, kampani yamasewera am'manja Kunlun Wanwei, kampani yopanga pigment Lily Flower, kampani yakale yotukula nyumba * ST Songdu, kampani yakale yamankhwala * ST Bikang, kampani yogulitsa nyumba Guancheng Datong, yakale kampani ya batire ya lead-acid Wanli Co., Ltd., ndi kampani yopanga magetsi ya photovoltaic Jiawei New Energy.
Kuphatikiza pa makampani omwe atchulidwa mu chilengezo chovomerezeka, palinso makampani odutsa malire omwe adayankha atafunsidwa za momwe ma projekiti okhudzana ndi mphamvu zatsopano za batri: "Tekinoloje yoyenera idakali pagawo la kafukufuku ndi chitukuko," "Palipo pakadali pano palibe nthawi yeniyeni yopangira," "Zomwe ziyenera kukhazikitsidwa ndikugulitsidwa sizinakwaniritsidwe."Chofunika kwambiri, pambuyo pa chilengezo chovomerezeka cha kudutsa malire, kukwezedwa kwa bizinesi yokhudzana ndi batri yatsopano kwakhala chete, ndipo sipanakhalepo nkhani yolemba talente, kuchepetsa mwakachetechete kapena kuyimitsa mayendedwe a chitukuko cha malire.
Zitha kuwoneka kuti "kusintha kwakukulu kwa msika" ndi chimodzi mwa zifukwa zazikulu zakunja za zopinga zodutsa malire.Kuyambira 2023, ziyembekezo zazikulu zamabatire osungira mphamvu ndi mphamvu zachititsa kuti ndalama ziwonjezeke, zikuwonetsa kuchulukira kwamapangidwe, komanso mpikisano wamakampani.
Wu Hui, General Manager wa Research Department of Ivy Economic Research Institute ndi Purezidenti wa China Battery Industry Research Institute, posachedwapa ananeneratu poyankhulana ndi Battery Network, "Pankhani ya destocking, ndikuganiza kuti pangakhalebe kupanikizika kwakukulu kwa destocking chaka chino. , ndipo ngakhale chaka chamawa, chifukwa kuchuluka kwa makampani onse sikunapangidwe bwino mu 2023. ”
Zhi Lipeng, Wapampando wa Qingdao Lanketu Membrane Materials Co., Ltd., adanenapo kale kuti "ngati mabizinesi odutsa malire alibe luso laukadaulo, mtengo wa nembanemba udzakhala wokwera, ndipo sangathe kupikisana ndi mabizinesi omwe alipo. m'makampani.Achita bwino pankhani ya luso laukadaulo, luso lothandizira ndalama, kuwongolera mtengo, kuchuluka kwachuma, etc.
Nthawi yotumiza: Mar-28-2024