Mu 2023, makampani opanga magetsi aku China apanganso mafakitole athunthu kuchokera kumigodi yamchere kumtunda, kupanga ma batire apakati komanso kupanga mabatire, kutsitsa magalimoto amagetsi atsopano, kusungirako mphamvu, ndi mabatire ogula.Yakhala ikukhazikitsa maubwino otsogola pakukula kwa msika komanso mulingo waukadaulo, ndipo ikupitiliza kulimbikitsa kukula kwachangu kwamakampani opanga magetsi atsopano.
Pankhani ya mabatire amagetsi, malinga ndi "White Paper on Development of China's New Energy Vehicle Power Battery Viwanda (2024)" yotulutsidwa pamodzi ndi mabungwe ofufuza EVTank, Ivy Economic Research Institute, ndi China Battery Viwanda Research Institute, batire yamphamvu padziko lonse lapansi. voliyumu yotumizira idafika 865.2GWh mu 2023, kuwonjezeka kwa chaka ndi 26.5%.Zikuyembekezeka kuti pofika 2030, voliyumu yotumiza mabatire padziko lonse lapansi ifika 3368.8GWh, pafupifupi kuwirikiza katatu kukula kwake poyerekeza ndi 2023.
Pankhani yosungira mphamvu, malinga ndi deta yochokera ku National Energy Administration, mphamvu yomwe idakhazikitsidwa kumene mu 2023 inali pafupifupi ma kilowatts 22.6 miliyoni / 48.7 miliyoni kilowatt maola, kuwonjezeka kwa 260% poyerekeza ndi kumapeto kwa 2022 komanso pafupifupi 10 nthawi yomwe idayikidwa. mphamvu kumapeto kwa 13th Five Year Plan.Kuphatikiza apo, madera ambiri akufulumizitsa chitukuko cha malo osungiramo mphamvu zatsopano, ndi mphamvu yoyika yopitilira ma kilowatts miliyoni imodzi m'zigawo za 11 (zigawo).Chiyambireni Ndondomeko Yazaka Zisanu za 14, kuwonjezeredwa kwa mphamvu zatsopano zosungiramo magetsi kwathandizira mwachindunji ndalama zazachuma zopitirira 100 biliyoni, kukulitsa kumtunda ndi kumunsi kwa mafakitale, ndikukhala njira yatsopano yopititsira patsogolo chuma cha China.
Pankhani yamagalimoto amagetsi atsopano, deta ya EVTank ikuwonetsa kuti kugulitsa kwapadziko lonse kwa magalimoto amagetsi atsopano kunafika mayunitsi 14.653 miliyoni mu 2023, kuwonjezeka kwa chaka ndi 35,4%.Pakati pawo, malonda a magalimoto atsopano ku China anafika mayunitsi miliyoni 9,495, mlandu 64,8% ya malonda padziko lonse.EVTank ikuneneratu kuti kugulitsa kwapadziko lonse kwa magalimoto amagetsi atsopano kudzafika pa 18.3 miliyoni mu 2024, pomwe 11.8 miliyoni idzagulitsidwa ku China, ndipo 47 miliyoni idzagulitsidwa padziko lonse lapansi pofika 2030.
Malinga ndi deta ya EVTank, mu 2023, kutengera mpikisano wamakampani akuluakulu amagetsi padziko lonse lapansi, CATL idakhala pamalo oyamba ndi kuchuluka kwa kutumiza kopitilira 300GWh, ndi msika wapadziko lonse lapansi wa 35.7%.BYD ili pa nambala yachiwiri ndi gawo la msika wapadziko lonse la 14.2%, kutsatiridwa ndi kampani yaku South Korea LGES, yomwe ili ndi gawo la msika wapadziko lonse la 12.1%.Pankhani ya kuchuluka kwa mabatire osungira mphamvu, CATL ili pamalo oyamba padziko lapansi ndi gawo la msika la 34.8%, ndikutsatiridwa ndi BYD ndi Yiwei Lithium Energy.Pakati pamakampani khumi apamwamba padziko lonse lapansi mu 2023, Ruipu Lanjun, Xiamen Haichen, China Innovation Airlines, Samsung SDI, Guoxuan High tech, LGES, ndi Penghui Energy akuphatikizidwanso.
Ngakhale kuti China yapeza zotsatira zochititsa chidwi pamakampani a batri ndi mphamvu zatsopano, tiyeneranso kuzindikira zovuta zosiyanasiyana zomwe zikukumana ndi chitukuko cha mafakitale.M'chaka chatha, chifukwa cha zinthu monga kuchepa kwa ndalama zothandizira dziko la magalimoto atsopano opangira mphamvu komanso nkhondo yamtengo wapatali m'makampani oyendetsa magalimoto, kukula kwa kufunikira kwa magalimoto oyendetsa magetsi atsopano kwatsika.Mtengo wa lithiamu carbonate watsikanso kuchoka pa 500000 yuan/ton kumayambiriro kwa chaka cha 2023 kufika pafupifupi 100000 yuan/tani kumapeto kwa chaka, kusonyeza mchitidwe wa kusinthasintha kwakukulu.Bizinesi ya batri ya lithiamu ili m'malo ochulukirapo kuchokera ku mchere wakumtunda kupita kuzinthu zapakatikati ndi mabatire akumunsi.
Nthawi yotumiza: May-11-2024