Ndi kuchotsedwa kwa thandizo la boma ndi kuchotsedwa kwa chithandizo cham'deralo, magalimoto oyendetsa magetsi atsopano, omwe anali akukwera, adakanikiza batani la kukula kwa nthawi yoyamba mu July chaka chino, ndipo m'miyezi iwiri yotsatira, malonda adatsika nthawi iliyonse.
Zambiri zopanga ndi zogulitsa zomwe zidatulutsidwa ndi China Association of Automobile Manufacturers zikuwonetsa kuti kuyambira Julayi mpaka Seputembala 2019, magalimoto atsopano amagetsi anali 80,000, 85,000 ndi 80,000 motsatana, kutsika 4.8%, 15.8% ndi 33.9% chaka ndi chaka.
Kukhudzidwa ndi kuchepa kwa malonda a magalimoto atsopano amphamvu, mafakitale amphamvu a batri, omwe ndi "mtima" wa magalimoto atsopano amphamvu, ali ndi vuto lalikulu.Malinga ndi zomwe zatulutsidwa posachedwa ndi China Automotive Power Battery Industry Innovation Alliance, mu Seputembala chaka chino, batire yamphamvu ya dziko langa idayikidwa 4.0GWh, kuchepa kwa chaka ndi 30.9%.
Ziyenera kunenedwa kuti zotsatira za kuchepetsa kwa subsidy ndi kuchepa kwa malonda sikuti ndi kuchepa kwa mphamvu zomwe zaikidwa, komanso kupanikizika kwakukulu pa kupulumuka kwa makampani oyendetsa mabatire amphamvu.Monga a Mo Ke, katswiri wamkulu wa True Lithium Research, adati, Kukhudzidwa ndi kuchepetsedwa kwa ndalama zothandizira, mpikisano mumakampani amagetsi amagetsi udzakula kwambiri mu 2019.
Inanena kuti ndi kuchepa kwakukulu kwa chithandizo, makampani agalimoto adzatsitsa mitengo kwa opanga mabatire, ndipo phindu la opanga mabatire lidzachepa;chachiwiri, nthawi ya akaunti ikhoza kuipiraipira, ndipo zidzakhala zovuta kuti makampani omwe ali ndi mphamvu zochepa zachuma athandizire magalimoto amagetsi akunja.Pali opanga mabatire anayi kapena asanu pamsika, ndipo msika wapakhomo udzakhala wofanana, ndi makampani 10 okha omwe atsala.
M'malo ano, kodi makampani opanga mabatire amphamvu ali bwanji?Titha kuwona pang'ono za izi kuchokera ku malipoti a gawo lachitatu la magwiridwe antchito otulutsidwa ndi makampani ambiri omwe adatchulidwa m'gulu la mabatire amagetsi.
CATL: Phindu lonse latsika ndi 7.2% pachaka mgawo lachitatu
Posachedwapa, CATL (300750, Stock Bar) adalengeza zotsatira zake zachitatu za 2019. Lipoti la zachuma likuwonetsa kuti m'magawo atatu oyambirira, CATL inapeza ndalama za yuan 32.856 biliyoni, kuwonjezeka kwa chaka ndi 71.7%;Phindu la ogawana nawo linali 3.464 biliyoni ya yuan, kuwonjezeka kwa chaka ndi 45.65%.
Poyerekeza ndi theka loyamba la chaka chino, ndalama za CATL za kotala limodzi ndi kukula kwa phindu kwatsika mu gawo lachitatu.Lipoti la zachuma likuwonetsa kuti gawo lachitatu la chaka chino, ndalama za CATL zinali 12.592 biliyoni yuan, kuwonjezeka kwa chaka ndi 28.8%;phindu lonse la eni ake masheya linali 1.362 biliyoni ya yuan, kutsika chaka ndi chaka ndi 7.2%, ndipo phindu lonse pambuyo pochotsa zosachotsera linatsika ndi 11.01% chaka ndi chaka.
Ningde Times inanena kuti chifukwa chachikulu chomwe chiwonjezeke chaka ndi chaka pakuchita bwino kwa kampaniyo m'magawo atatu oyamba ndikuti ndikukula kwachangu kwamakampani opanga magalimoto amagetsi atsopano, kufunikira kwa msika kwa mabatire amagetsi kwakula poyerekeza ndi nthawi yomweyi. chaka chatha;kampaniyo yalimbitsa chitukuko cha msika, idayika ndalama kumayambiriro kuti itulutse mphamvu yopanga chingwe, ndikupanga ndikugulitsa moyenerera.limbikitsa.
Kuchita kwa kotala lachitatu kunatsika chaka ndi chaka.CATL idati izi zidachitika chifukwa chakutsika kwamitengo yogulitsa zinthu zina komanso kuchepa kwa phindu lalikulu.Kuphatikizidwa ndi kukwera kwa ndalama za R&D ndi zowonongera zoyang'anira mgawo lachitatu, gawo la ndalama zomwe zawonongeka zidakwera.
Guoxuan Hi-Tech: Phindu lonse latsika ndi 12.25% m'magawo atatu oyamba
Pa Okutobala 29, Guoxuan High-Tech (002074, Stock Bar) idatulutsa lipoti lake lachitatu la 2019, ndikupeza ndalama zogwirira ntchito za yuan biliyoni 1.545, kuwonjezeka kwa chaka ndi 3.68%;Phindu lonse la eni ake amakampani omwe adatchulidwa linali 227 miliyoni yuan, kuwonjezeka kwa chaka ndi 17.22%;Phindu lopezeka kwa eni ake amakampani omwe adatchulidwa, kuphatikiza zopindula zomwe sizichitika mobwerezabwereza, zinali 117 miliyoni yuan, kuchepa kwa chaka ndi 14.13%;ndalama zoyambira pagawo lililonse zinali 0.20 yuan.
M'magawo atatu oyambirira, ndalama zogwirira ntchito zinali 5.152 biliyoni yuan, kuwonjezeka kwa chaka ndi 25.75%;Phindu lonse la eni ake amakampani omwe adatchulidwa linali 578 miliyoni yuan, kutsika kwapachaka ndi 12.25%;Phindu lonse la eni ake amakampani omwe adatchulidwa kusiya zopindula zosabwerezedwa ndi zotayika zinali 409 miliyoni yuan., chiwonjezeko cha chaka ndi chaka cha 2.02%;ndalama zoyambira pagawo lililonse zinali 0.51 yuan.
DOF: Phindu lonse latsika ndi 62% pachaka mgawo lachitatu
Posachedwa, lipoti lachitatu la kotala la 2019 lotulutsidwa ndi Duofludo (002407, Stock Bar) likuwonetsa kuti m'magawo atatu oyambirira a chaka chino, kampaniyo idapeza ndalama zonse zogwirira ntchito za 2.949 biliyoni, kuwonjezeka kwa chaka ndi 10.44%, ndipo phindu lopezeka kwa eni ake amakampani omwe adatchulidwa linali 97.6393 miliyoni yuan, kuwonjezeka kwa chaka ndi chaka ndi 97.6393 miliyoni yuan.Inatsika ndi 42.1%, ndipo kuchepa kunakula poyerekeza ndi nthawi yomweyi chaka chatha.
Pakati pawo, ndalama za kampaniyo m'gawo lachitatu zinali pafupifupi 1.0 biliyoni yuan, kuwonjezeka pang'ono kwa 2.1% poyerekeza ndi nthawi yomweyi chaka chatha;Phindu la kampaniyo linali pafupifupi ma yuan 14 miliyoni, kutsika kwakukulu ndi 62% poyerekeza ndi nthawi yomweyi chaka chatha.Phindu lonse latsika kwa magawo 6 otsatizana.
Duofudo akuyerekeza kuti phindu la kampaniyo mu 2019 lidzakhala pakati pa yuan 13 miliyoni ndi 19.5 miliyoni, kutsika kwa 70.42% -80.28%.Phindu la chaka chatha linali 65.9134 miliyoni yuan.
Dofluoro adanena mu lipoti lake la zachuma kuti chifukwa chachikulu cha kuchepa kwa phindu chinali kuchepa kwa phindu la mankhwala amchere a fluoride komanso chiwopsezo chowonjezeka cha akaunti zatsopano zamagalimoto amphamvu omwe amalandila.Lipotilo likuwonetsa kuti maakaunti a Duofuo omwe adalandiridwa adafika 1.3 biliyoni ya yuan m'magawo atatu oyamba.
Xinwangda: Phindu lonse lachitatu lakwera ndi 31.24% pachaka kufika pa 273 miliyoni yuan
Lipoti lazachuma la gawo lachitatu la Xinwanda la 2019 likuwonetsa kuti kuyambira Julayi mpaka Seputembala chaka chino, Xiwanda (300207, Stock Bar) adapeza ndalama zogwirira ntchito za yuan biliyoni 6.883, zomwe zikuwonjezeka ndi 23.94% munthawi yomweyi chaka chatha;phindu lonse linali 273 miliyoni yuan, kuwonjezeka kwa 31.24% pa nthawi yomweyi chaka chatha..
Kuyambira Januwale mpaka Seputembala, Xinwangda idapeza ndalama zogwirira ntchito zokwana 17.739 biliyoni, zomwe zidakwera ndi 35.36% munthawi yomweyi chaka chatha;phindu lonse linali 502 miliyoni yuan, kuwonjezeka kwa 16.99% panthawi yomweyi chaka chatha.
Sunwanda adati kuchuluka kwa ndalama zogwirira ntchito m’gawo zitatu zoyambirira kudachitika makamaka chifukwa cha kuchuluka kwa maoda a makasitomala poyerekeza ndi nthawi yomweyi chaka chatha.Panthawi imodzimodziyo, ndalama zogwirira ntchito, kayendetsedwe ka malonda ndi zina zowonjezera zinawonjezeka.Ndizofunikira kudziwa kuti kuyambira Januware mpaka Seputembala chaka chino, ndalama za R&D za Sunwanda zidakwana yuan biliyoni 1.007, zomwe zidakwera ndi 61.23% munthawi yomweyi chaka chatha.
Mu Seputembala chaka chino, Sunwanda idakhala pakati pa mabatire asanu apamwamba kwambiri, omwe ali kumbuyo kwa CATL, BYD, AVIC Lithium Battery ndi Guoxuan High-Tech, ndikukwaniritsa kukula kwakukulu kwa chaka ndi 2329.11%.Kuyambira Januware mpaka Seputembala, kuchuluka kwake komwe kumayikidwa kwa mabatire amagetsi kudafika 424.35MWh.
Yiwei Lithium Energy: Mgawo lachitatu, idakwera ndi 199.23% pachaka mpaka 658 miliyoni yuan.
Posachedwa, Yiwei Lithium Energy (300014, Stock Bar) idatulutsa lipoti lake lachitatu la 2019. Lipotilo likuwonetsa kuti gawo lachitatu la 2019, kampaniyo idapeza ndalama zogwirira ntchito za 2.047 biliyoni, kuwonjezeka kwa chaka ndi 81.94% ;phindu lonse la eni ake amakampani omwe adatchulidwa yuan 658 miliyoni, kuwonjezeka kwa chaka ndi 199.23%.
M'magawo atatu oyambirira, kampaniyo inapeza ndalama zogwirira ntchito za 4.577 biliyoni, kuwonjezeka kwa chaka ndi 52.12%;phindu lonse la yuan biliyoni 1.159, kuwonjezeka kwa chaka ndi 205.94%;ndi phindu pagawo lililonse la 1.26 yuan.
Yiwei Lithium Energy inanena mu lipoti lake lazachuma kuti kukula kwakukulu kwa phindu lonse panthawi yopereka malipoti kudachitika chifukwa cha zifukwa zotsatirazi: ① Kufunika kwa mabatire a lithiamu primary ndi SPC ya ETC ndipo ma smart metres kwachulukira, kutumiza kwachulukirachulukira, phindu lalikulu lazinthu. malire awonjezeka, ndipo phindu lonse lili ndi Kuwongolera kwakukulu;② Batire yaying'ono ya lithiamu-ion yapita patsogolo, ndipo phindu lawonjezeka;③ Kutulutsidwa mwadongosolo kwa mphamvu yopanga batire yamphamvu kwalimbikitsa kukula kwa magwiridwe antchito ndi phindu;④ Kuchita kwa kampani yothandizana nayo McQuay kwawonjezeka.
Pakadali pano, mphamvu yopangira batri ya Yiwei ya lithiamu ndi 11GWh, kuphatikiza 4.5GWh ya mabatire a sikweya a lithiamu chitsulo, 3.5GWh ya mabatire a cylindrical ternary, 1.5GWh ya mabatire a square ternary, ndi 1.5GWh ya mabatire ofewa a ternary.Malinga ndi data yochokera ku Power Battery Application Branch, kuyambira Januware mpaka Seputembara 2019, Yiwei Lithium Energy idakwanitsa 907.33MWh yamphamvu yoyika batire yamagetsi, kuwonjezeka kwa chaka ndi 48.78%, kuwerengera 2.15% yanyumba yonse. anaika mphamvu pa nthawi yomweyo, udindo wachisanu mu makampani.
Penghui Energy: Phindu lonse mgawo lachitatu lidakwera ndi 17.52% pachaka mpaka 134 miliyoni yuan
Lipoti lachitatu la Penghui Energy la 2019 likuwonetsa kuti panthawi yopereka lipoti, kampaniyo idapeza ndalama zogwirira ntchito za yuan biliyoni 1.049, kuwonjezeka kwa chaka ndi 29.73%;Phindu lonse la eni ake amakampani omwe adatchulidwa linali yuan 134 miliyoni, kuwonjezeka kwa chaka ndi 17.52%;Phindu lamtengo wapatali litasiya kupindula kosabwerezabwereza ndi kutayika kunali 127 miliyoni yuan, kuwonjezeka kwa chaka ndi chaka kwa 14.43%;ndalama zoyambira pagawo lililonse zinali 0.47 yuan.
M'magawo atatu oyambirira, Penghui Energy (300438, Stock Bar) adapeza ndalama zogwirira ntchito za 2.495 biliyoni za yuan, kuwonjezeka kwa chaka ndi 40.94%;Phindu lonse la eni ake amakampani omwe adatchulidwa linali 270 miliyoni yuan, kuwonjezeka kwa chaka ndi 0.27%;Kupatulapo phindu losakhala la Net kuchokera pazopindula ndi zotayika mobwerezabwereza zinali 256 miliyoni yuan, kuwonjezeka kwa chaka ndi 18.28%;phindu loyambira pagawo lililonse linali 0.96 yuan.
Nthawi yotumiza: Dec-18-2023