CATL inalengeza pambuyo potseka msika kuti kampaniyo ikukonzekera kuyika ndalama mu pulojekiti yamagetsi yamagetsi ya Hungarian Era ku Debrecen, Hungary, ndi ndalama zokwana madola 7.34 biliyoni (zofanana ndi pafupifupi RMB 50,9 biliyoni).Zomwe zimamanga ndi 100GWh mphamvu ya batire yamagetsi.Nthawi yonse yomangayo ikuyembekezeka kukhala yosapitirira miyezi 64, ndipo nyumba yoyamba ya fakitale idzamangidwa mu 2022 pambuyo polandira zilolezo zoyenera.
Ponena za chisankho cha CATL (300750) chomanga fakitale ku Hungary, munthu woyenerera yemwe amayang'anira kampaniyo posachedwapa adauza atolankhani a Associated Press kuti makampani akumeneko ali ndi zida zabwino zothandizira ndipo ndizosavuta kugula zida zopangira mabatire.Ilinso pakatikati pa Europe ndipo yasonkhanitsa makampani ambiri amagalimoto, omwe ndi abwino kwa CATL munthawi yake.Yankhani zofuna za makasitomala.Malo abwino a mzindawu aperekanso thandizo lalikulu lachitukuko pazachuma komanso kumanga mafakitale a CATL ku Hungary.
Malinga ndi nkhani zaposachedwa kuchokera ku akaunti ya anthu onse ya CATL WeChat, malo opangira mafakitale ali kum'mwera kwa malo osungirako mafakitale ku Debrecen, mzinda wakum'mawa kwa Hungary, womwe uli kudera la mahekitala 221.Ili pafupi ndi ma OEM a Mercedes-Benz, BMW, Stellantis, Volkswagen ndi makasitomala ena.Ipanga magalimoto ku Europe.Opanga amapanga maselo a batri ndi zinthu za module.Kuphatikiza apo, Mercedes-Benz ikhala kasitomala woyamba komanso wamkulu pafakitale pomwe idayamba kupanga.
Iyinso ndi fakitale yachiwiri yomangidwa ndi CATL ku Europe pambuyo pa fakitale ku Germany.Zikumveka kuti Ningde Times pakadali pano ili ndi maziko khumi opangira padziko lonse lapansi, ndipo pali imodzi yokha kunja kwa Thuringia, Germany.Fakitaleyo idayamba kumangidwa pa Okutobala 18, 2019, ndikukonzekera mphamvu ya 14GWh.Yapeza layisensi yopanga batire ya 8GWH.Pakadali pano, Ili pagawo loyika zida ndipo batchi yoyamba ya mabatire idzatuluka pamzere wopanga 2022 isanathe.
Malinga ndi zomwe zatulutsidwa mwezi ndi mwezi ndi China Automotive Power Battery Industry Innovation Alliance pa Ogasiti 11, kuchuluka kwa batire yamagetsi yakunyumba kunafika 24.2GWh mu Julayi, kuwonjezeka kwa chaka ndi 114.2%.Pakati pawo, CATL ili m'gulu lamakampani opanga mabatire apanyumba malinga ndi kuchuluka kwa magalimoto omwe adayikidwa, pomwe voliyumu yagalimoto yoyikidwa ikufika 63.91GWh kuyambira Januware mpaka Julayi, ndi gawo la msika la 47.59%.BYD idakhala yachiwiri ndi gawo la msika la 22.25%.
Malinga ndi ziwerengero zochokera ku Advanced Industrial Research Institute (GGII), kupanga magalimoto amagetsi atsopano akuyembekezeredwa kufika mayunitsi 6 miliyoni mu 2022, zomwe zidzayendetsa mabatire amphamvu kupitilira 450GWh;Kupanga ndi kugulitsa magalimoto atsopano padziko lonse lapansi kudzaposa mayunitsi 8.5 miliyoni, omwe aziyendetsa mabatire amphamvu.Ndi kufunikira kopitilira 650GWh, China idzakhalabe msika waukulu kwambiri padziko lonse lapansi wa batire yamagetsi;GGII ikuyembekeza kuti mabatire amphamvu padziko lonse lapansi adzafike pa 1,550GWh pofika 2025, ndipo akuyembekezeka kufika 3,000GWh mu 2030.
Malinga ndi lipoti la kafukufuku la Yingda Securities pa June 24, CATL yatumiza maziko 10 padziko lonse lapansi ndipo ili ndi mabizinesi ogwirizana ndi makampani amagalimoto kuti apange mphamvu yokwanira yopanga yopitilira 670GWh.Ndi maziko a Guizhou, maziko a Xiamen ndi ena omwe akuyamba ntchito yomanga imodzi pambuyo pa inzake, zikuyembekezeredwa kuti mphamvu yopangira idzapitirira 400Gwh pofika kumapeto kwa 2022, ndipo mphamvu yotumiza pachaka idzapitirira 300GWh.
Kutengera kuneneratu kwa kufunikira kwa batri la lithiamu motsogozedwa ndi kufalikira kwa msika wapadziko lonse lapansi wamagalimoto opangira mphamvu ndi magetsi, Yingda Securities ikuganiza kuti kutumiza kwa mabatire a CATL padziko lonse lapansi kuli ndi gawo la msika 30%.Zikuyembekezeka kuti kugulitsa kwa batri la lithiamu la CATL mu 2022-2024 kudzafika 280GWh/473GWh motsatana./590GWh, yomwe kugulitsa kwa batri yamphamvu kunali 244GWh/423GWh/525GWh motsatana.
Kupezeka kwa zinthu zopangira kukwera pambuyo pa 2023, mitengo ya batri imabwerera pansi.Akuti mtengo wamagawo ogulitsa mphamvu ndi mabatire osungira mphamvu kuyambira 2022 mpaka 2024 udzakhala 0.9 yuan/Wh, 0.85 yuan/Wh, ndi 0.82 yuan/Wh motsatana.Ndalama zamabatire amphamvu zidzakhala yuan biliyoni 220.357, yuan biliyoni 359.722, ndi yuan biliyoni 431.181 motsatana.Ziwerengero ndi 73.9% / 78.7% / 78.8% motsatira.Kukula kwa ndalama za batri yamagetsi kukuyembekezeka kufika 140% chaka chino, ndipo kukula kudzayamba kuchepa m'zaka 23-24.
Anthu ena m'makampaniwa amakhulupirira kuti CATL pakali pano "ikupanikizika kwambiri."Malinga ndi kuchuluka komwe kwayikidwako kokha, CATL ikadali ndi "malo apamwamba" panjanji ya batri yamagetsi apanyumba ndi mwayi waukulu.Komabe, ngati tiyang'ana gawo la msika, zikuwoneka kuti ubwino wake ukuchepa pang'onopang'ono.
Deta yoyenera ikuwonetsa kuti mu theka loyamba la 2022, ngakhale CATL idapeza msika wa 47.57%, idatsika ndi 1.53pct poyerekeza ndi 49.10% munthawi yomweyo chaka chatha.Kumbali ina, BYD (002594) ndi Sino-Singapore Airlines ali ndi gawo la msika la 47.57%.Kuchokera ku 14.60% ndi 6.90% panthawi yomweyi chaka chatha, adakwera kufika 21.59% ndi 7.58% mu theka loyamba la chaka chino.
Kuonjezera apo, CATL inali pavuto la "kuwonjezeka kwa ndalama popanda kuwonjezeka kwa phindu" m'gawo loyamba la chaka chino.Phindu lonse m'gawo loyamba la chaka chino linali 1.493 biliyoni yuan, kutsika kwa chaka ndi 23.62%.Aka ndi koyamba kuti CATL yalembedwa kuyambira pomwe idalembedwa mu June 2018. , kotala yoyamba yomwe phindu lonse lidatsika chaka ndi chaka, ndipo phindu lalikulu latsika mpaka 14.48%, kutsika kwatsopano m'zaka 2.
Nthawi yotumiza: Nov-09-2023