Pa Okutobala 11, zomwe zatulutsidwa posachedwa ndi bungwe lofufuza zaku South Korea la SNE Research zikuwonetsa kuti mphamvu zoyika za mabatire agalimoto yamagetsi (EV, PHEV, HEV) omwe adalembetsedwa padziko lonse lapansi kuyambira Januware mpaka Ogasiti 2023 anali pafupifupi 429GWh, kuchuluka kwa 48.9% kuposa momwemo. nthawi ya chaka chatha.
Kuyika kwa batire yamphamvu padziko lonse lapansi yoyika kuyambira Januware mpaka Ogasiti 2023
Kuyang'ana makampani 10 apamwamba kwambiri pakukula kwa batire yamagetsi padziko lonse lapansi kuyambira Januware mpaka Ogasiti, makampani aku China akadali ndi mipando isanu ndi umodzi, yomwe ndi CATL, BYD, China New Aviation, Everview Lithium Energy, Guoxuan Hi-Tech ndi Sunwanda, mzinda waukulu The kugawana ndi 63.1%.
Mwachindunji, kuyambira Januwale mpaka Ogasiti, CATL yaku China idakhala yoyamba ndi gawo la msika la 36.9%, ndipo voliyumu yoyika batire idakwera ndi 54.4% pachaka mpaka 158.3GWh;Batire yoyika ya BYD idakwera ndi 87.1% pachaka mpaka 68.1GWh.Kutsatiridwa kwambiri ndi gawo la msika la 15.9%;Batire ya ndege ya Zhongxin yoyika voliyumu idakwera ndi 69% pachaka mpaka 20GWh, ndikuyika pachisanu ndi chimodzi ndi gawo la msika la 4.7%;Yiwei lithiamu batire anaika galimoto voliyumu chawonjezeka ndi 142.8% pachaka% mpaka 9.2GWh, kusanja 8 ndi gawo msika wa 2.1%;Kuyika kwa batri ya Guoxuan Hi-Tech kwawonjezeka ndi 7.7% pachaka mpaka 9.1GWh, kuyika 9th ndi gawo la msika la 2.1%;Battery ya Xinwanda Kuchuluka kwa magalimoto oyikidwako kudakwera ndi 30.4% pachaka mpaka 6.2GWh, ndikuyika pa 10 ndi gawo la msika la 1.4%.Pakati pawo, kuyambira Januwale mpaka Ogasiti, voliyumu yokhayo ya Yiwei lifiyamu batire idakwanitsa kukula kwa manambala atatu pachaka.
Kuphatikiza apo, kuyambira Januware mpaka Ogasiti, kuchuluka kwa batire kwa makampani atatu a batire aku Korea onse adawonetsa kukula, koma gawo la msika lidatsika ndi 1.0 peresenti kuyambira nthawi yomweyi chaka chatha mpaka 23,4%.LG New Energy inakhala pa 3rd, ndi chiwonjezeko cha chaka ndi chaka cha 58.5%, ndipo voliyumu ya galimoto yomwe inayikidwa inali 60.9GWh, ndi gawo la msika la 14.2%.SK On ndi Samsung SDI adakhala pa nambala 5 ndi 7 motsatana, pomwe SK On ikukwera 16.5% pachaka.Galimoto yoyikidwa 21.7GWh, yomwe ili ndi gawo la msika la 5.1%.Samsung SDI idakwera ndi 32.4% pachaka, ndi voliyumu yoyika ya 17.6GWh, ndi gawo la msika la 4.1%.
Monga kampani yokhayo yaku Japan yomwe idalowa khumi apamwamba, kuchuluka kwa magalimoto a Panasonic kuyambira Januware mpaka Ogasiti kunali 30.6GWh, kuwonjezeka kwa 37.3% panthawi yomweyi chaka chatha, ndipo gawo lake lamsika linali 7.1%.
Kafukufuku wa SNE adawonetsa kuti kukula kwa msika wamagalimoto amagetsi padziko lonse lapansi kwatsika posachedwa.Mitengo yamagalimoto imatchulidwa kuti ndi imodzi mwazomwe zimayambitsa kuchepa, ndi msika wamagalimoto otsika mtengo amagetsi akubwera.Pofuna kuchepetsa mtengo wa mabatire, omwe amawerengera mtengo wapamwamba wa magalimoto amagetsi, makampani ambiri akugwiritsa ntchito mabatire a lithiamu iron phosphate omwe ndi okwera mtengo kuposa mabatire a ternary.Zikumveka kuti kufunikira kwa mabatire a lithiamu iron phosphate pamagalimoto amagetsi kukuwonjezeka, makampani atatu akuluakulu aku South Korea omwe akhala akupanga mabatire a ternary omwe amagwira ntchito kwambiri akukulanso kuti apange mabatire amagetsi otsika.Pamene mayiko akukweza zopinga zamalonda, monga lamulo la US Inflation Reduction Act (IRA), zakhala zovuta kuti makampani aku China omwe ali ndi mabatire amphamvu a lithiamu iron phosphate alowe mumsika, ndipo kusintha kwa msika kwakopa chidwi kwambiri.Nthawi yomweyo, makampani atatu akuluakulu aku South Korea akutsatanso njira za batri ya lithiamu iron phosphate.
Kuphatikiza apo, ponena za msika wapakhomo, tsiku lomwelo (October 11), malinga ndi deta ya mwezi uliwonse ya mabatire osungira mphamvu ndi mphamvu mu September 2023 yotulutsidwa ndi China Automotive Power Battery Industry Innovation Alliance, ponena za kutulutsa, mu September, mphamvu zonse za dziko langa ndi mabatire osungira mphamvu Zotulutsazo zinali 77.4GWh, kuwonjezeka kwa 5.6% mwezi ndi mwezi ndi 37.4% pachaka.Pakati pawo, kupanga mabatire amphamvu kumakhala pafupifupi 90.3%.
Kuyambira Januwale mpaka Seputembala, mabatire onse akudziko langa amagetsi ndi osungira mphamvu anali 533.7GWh, zomwe zimachulukirachulukira ndi 44.9% pachaka.Pakati pawo, kupanga mabatire amphamvu kumakhala pafupifupi 92.1%.
Pankhani ya malonda, mu Seputembala, mabatire onse akudziko langa amphamvu ndi mabatire osungira mphamvu anali 71.6GWh, kuwonjezeka kwa mwezi ndi mwezi kwa 10,1%.Pakati pawo, kuchuluka kwa malonda a mabatire amphamvu kunali 60.1GWh, kuwerengera 84.0%, kuwonjezeka kwa mwezi ndi mwezi kwa 9.2%, ndi kuwonjezeka kwa chaka ndi 29.3%;kugulitsa kwa batri yosungirako mphamvu kunali 11.5GWh, kuwerengera 16.0%, kuwonjezeka kwa mwezi ndi mwezi kwa 15.0%.
Kuyambira Januware mpaka Seputembala, ndalama zonse zomwe dziko langa zimagulitsa mphamvu ndi mabatire osungira mphamvu zinali 482.6GWh.Zina mwa izo, kuchuluka kwa malonda a mabatire amphamvu kunali 425.0GWh, kuwerengera 88.0%, ndi kukula kwa chaka ndi chaka kwa 15.7%;kuchuluka kwa malonda a mabatire osungira mphamvu kunali 57.6GWh, kuwerengera 12.0%.
Pankhani ya zotumiza kunja, mu Seputembala, mabatire onse akumayiko anga amagetsi ndi osungira mphamvu anali 13.3GWh.Pakati pawo, kugulitsa kunja kwa mabatire amphamvu kunali 11.0GWh, kuwerengera 82.9%, kuwonjezeka kwa mwezi ndi mwezi kwa 3.8%, ndi chaka ndi chaka kuwonjezeka kwa 50.5%.Kugulitsa kunja kwa mabatire osungira mphamvu kunali 2.3GWh, kuwerengera 17.1%, kuwonjezeka kwa mwezi ndi mwezi kwa 23.3%.
Kuyambira mu Januwale mpaka Seputembala, mabatire onse otumizidwa kudziko langa amphamvu ndi osungira mphamvu adafika pa 101.2GWh.Pakati pawo, kugulitsa kwa mabatire amagetsi owonjezera kunja kunali 89.8GWh, kuwerengera 88.7%, ndikuwonjezeka kwa chaka ndi chaka kwa 120.4%;kugulitsa kowonjezera kwa mabatire osungira mphamvu kunali 11.4GWh, kuwerengera 11.3%.
Ponena za voliyumu yoyika magalimoto, mu Seputembala, batire yamphamvu ya dziko langa yomwe idayikidwapo inali 36.4GWh, kuwonjezeka kwa chaka ndi chaka ndi 15.1% komanso mwezi ndi mwezi wa 4.4%.Pakati pawo, voliyumu yoyikidwa ya mabatire a ternary inali 12.2GWh, yowerengera 33.6% ya voliyumu yonse yomwe idayikidwa, kuwonjezeka kwa chaka ndi chaka kwa 9.1%, ndi mwezi ndi mwezi kuwonjezeka kwa 13.2%;voliyumu yoyikidwa ya mabatire a lithiamu iron phosphate inali 24.2GWh, yowerengera 66.4% ya voliyumu yonse yomwe idayikidwa, kuwonjezeka kwa chaka ndi chaka kwa 18.6%, ndi kuwonjezeka kwa mwezi ndi mwezi kwa 18.6%.Kuwonjezeka kwa 0.6%.
Kuyambira Januware mpaka Seputembala, kuchuluka kwa mabatire amagetsi m'dziko langa kunali 255.7GWh, kuwonjezeka kwachaka ndi 32.0%.Pakati pawo, kuchuluka kwa mabatire a ternary ndi 81.6GWh, kuwerengera 31.9% ya voliyumu yonse yomwe idayikidwa, ndikukula kwa chaka ndi chaka kwa 5.7%;kuchuluka kwa mabatire a lithiamu iron phosphate ndi 173.8GWh, kuwerengera 68.0% ya voliyumu yonse yomwe yayikidwa, ndikuwonjezera chaka ndi chaka ndi 49.4%.
Mu September, okwana 33 mphamvu batire makampani mu dziko langa latsopano mphamvu galimoto msika akwaniritsa galimoto unsembe thandizo, 3 zochepa kuposa nthawi yomweyo chaka chatha.Batire yamphamvu yoyika mphamvu ya 3, pamwamba 5, ndi makampani 10 apamwamba a batri anali 27.8GWh, 31.2GWh, ndi 35.5GWh motsatana, owerengera 76.5%, 85.6%, ndi 97.5% ya mphamvu zonse zomwe zidayikidwa motsatana.
Makampani 15 apamwamba kwambiri amagetsi apanyumba potengera kuchuluka kwa magalimoto mu Seputembala
Mu Seputembala, makampani khumi ndi asanu apamwamba kwambiri amagetsi apanyumba potengera kuchuluka kwa magalimoto omwe adayikidwa anali: CATL (14.35GWh, yowerengera 39.41%), BYD (9.83GWh, yowerengera 27%), China New Aviation (3.66GWh, yowerengera 10.06 %) %), Yiwei Lithium Energy (1.84GWh, accounting for 5.06%), Guoxuan Hi-Tech (1.47GWh, accounting for 4.04%), LG New Energy (1.28GWh, accounting for 3.52%), Honeycomb Energy (0.99GWh , owerengera 3.52%) adawerengera 2.73%), Xinwangda (0.89GWh, adawerengera 2.43%), Zhengli New Energy (0.68GWh, adawerengera 1.87%), Funeng Technology (0.49GWh, adawerengera 1.35%), Ruipu Lanjun ( 0.39GWh, yowerengera 1.07%), polyfluoropolymer (0.26GWh, yowerengera 0.71%), Henan Lithium Dynamics (0.06GWh, yowerengera 0.18%), SK (0.04GWh, yowerengera 0.1%), Gateway Power. ) 0.03GWh, yowerengera 0.09%).
Kuyambira Januwale mpaka Seputembala, okwana 49 makampani batire mphamvu mu dziko langa latsopano mphamvu galimoto msika akwaniritsa galimoto unsembe thandizo, chimodzi kuposa nthawi yomweyo chaka chatha.Batire yamphamvu yoyika voliyumu ya 3, pamwamba 5, ndi makampani 10 apamwamba kwambiri a batire anali motsatana 206.1GWh, 227.1GWh ndi 249.2GWh, owerengera 80.6%, 88.8% ndi 97.5% ya mphamvu zonse zomwe zidayikidwa motsatana.
Makampani 15 apamwamba kwambiri amagetsi apanyumba potengera kuchuluka kwa magalimoto kuyambira Januware mpaka Seputembala
Kuyambira Januware mpaka Seputembala, makampani 15 apamwamba kwambiri a batire apanyumba potengera kuchuluka kwa magalimoto omwe adayikidwa ndi: CATL (109.3GWh, yowerengera 42.75%), BYD (74GWh, yowerengera 28.94%), China New Aviation (22.81GWh, yowerengera 22.81GWh, accounting for 28.94%) 8.92%), Yiwei Lithium Energy (11GWh, accounting for 4.3%), Guoxuan Hi-Tech (10.02GWh, accounting for 3.92%), Sunwoda (5.83GWh, LG) 2.2. Mphamvu Zatsopano (5.26GWh, Accounting for 2.06%), Honeycomb Energy (4.41GWh, accounting for 1.73%), Funeng Technology (3.33GWh, accounting for 1.3%), Zhengli New Energy (3.22GWh, accounting 1.26%), Ruipu Lanjun (2.43GWh, yowerengera 0.95%), Polyfluorocarbon (1.17GWh, yowerengera 0.46%), Gateway Power (0.82GWh, yowerengera 0.32%), Lishen (0.27GWh, yowerengera 0.11%), GWh (0,2). ndi 0.09 peresenti.
Nthawi yotumiza: Oct-12-2023