Kutshanje, Uphando lwe-CINNO lukhuphe idatha yamva nje.Ukususela ngoJanuwari ukuya kuJuni ka-2023, utyalo-mali lweprojekthi entsha yamandla eTshayina lufikelele kwi-5.2 yetriliyoni yeyuan (kubandakanywa neTaiwan), kwaye ushishino olutsha lwamandla lube yeyona ndawo ingundoqo yotyalo-mali kumashishini asakhasayo ezobuchwepheshe.
Ukusuka kwimbono yokuwohloka kwenkunzi yangaphakathi, ukususela ngoJanuwari ukuya kuJuni ka-2023, iimali zotyalo-mali e-China (kuquka i-Taiwan) imboni yamandla amatsha iqukuqela ikakhulu kwi-photovoltaics yamandla omoya, ngesixa-mali esimalunga ne-2.5 yetriliyoni yeyuan, ibalwa malunga ne-46.9%;Utyalo-mali lulonke kwiibhetri ze-lithium Isixa se-1.2 yetriliyoni ye-yuan, ibalwa malunga ne-22.6%;Utyalo-mali lulonke kugcino lwamandla yi-950 yeebhiliyoni zeeyuan, kubalwa malunga ne-18.1%;utyalo-mali lulonke kumandla e-hydrogen ludlula i-490 yeebhiliyoni zeeyuan, lubalelwa kwi-9.5%.
Ukusuka kwimbono yamaziko amathathu amakhulu otyalo-mali, i-photovoltaics yamandla omoya, iibhetri ze-lithium kunye nokugcinwa kwamandla zizinto ezintathu eziphambili zotyalo-mali kwishishini elitsha lamandla.Ukususela ngoJanuwari ukuya kuJuni 2023, iimali zotyalo-mali ze-photovoltaic e-China (kubandakanywa neTaiwan) zihamba kakhulu kwiiseli ze-photovoltaic, ngelixa iimali zotyalo-mali zamandla omoya zihamba kakhulu kwiiprojekthi zokusebenza kwamandla omoya;iimali zotyalo-mali zebhetri ye-lithium zihamba kakhulu kwiimodyuli zebhetri ye-lithium kunye ne-PACK;Imali yotyalo-mali yogcino lwamandla iqukuqela ukuya kwindawo emponthiweyo ekwaziyo.
Ngokombono wokusasazwa ngokwejografi, imali yotyalo-mali kwishishini elitsha lamandla isasazwa ikakhulu kwi-Inner Mongolia, iXinjiang neJiangsu, kwaye umlinganiselo opheleleyo wemimandla emithathu malunga ne-37.7%.Phakathi kwabo, i-Xinjiang kunye ne-Inner Mongolia baye baxhamla kulwakhiwo lweziseko zomoya-langa kunye neeprojekthi zesiseko samandla, kwaye zinempahla eninzi efakwe kwi-photovoltaic, kwaye xa kuthelekiswa nokusabalalisa, zibekwe kwindawo ephakathi.
Ngokutsho kwedatha yamva nje ekhutshwe liziko lophando laseMzantsi Korea i-SNE Research, kwisiqingatha sokuqala se-2023, ukufakwa kwebhetri yamandla okutsha okubhalisiweyo kwihlabathi kuya kuba yi-304.3GWh, ukunyuka konyaka-ngonyaka we-50.1%.
Ukujonga kwiinkampani ze-TOP10 ezinofakelo lwebhetri lwamandla ehlabathi kwisiqingatha sokuqala sonyaka, iinkampani zaseTshayina zisahleli kwizihlalo ezithandathu, ezizezi, iNingde Times, BYD, China Innovation Aviation, EVE Lithium Energy, Guoxuan Hi-Tech kunye neSunwoda, enemarike iyonke. isabelo ukuya kuthi ga kwi-62.6%.
Ngokukodwa, kwisiqingatha sokuqala sonyaka, i-China ye-Ningde Times ibeka indawo yokuqala kunye nesabelo semarike ye-36.8%, kwaye umthamo wayo wokulayisha ibhetri unyuke nge-56.2% ngonyaka ukuya kwi-112GWh;Isabelo semarike silandele ngasemva;Umthamo wofakelo lwebhetri yeZhongxinhang unyuke nge-58.8% unyaka nonyaka ukuya kwi-13GWh, ibekwe kwindawo yesithandathu ngesabelo semarike ye-4.3%;Umthamo wofakelo lwebhetri ye-EVE lithium yamandla inyuke ngo-151.7% unyaka nonyaka ukuya kwi-6.6GWh, ibekwe kwindawo yesi-8 kunye nesabelo semarike ye-2.2%;Umthamo wokufakwa kwebhetri ye-Guoxuan Hi-Tech unyuke nge-17.8% unyaka nonyaka ukuya kwi-6.5GWh, ubeka indawo ye-9 kunye nesabelo semarike ye-2.1%;Umthamo wofakelo lwebhetri yeSunwoda unyaka nonyaka Unyuke nge-44.9% ukuya kwi-4.6GWh, ukwindawo ye-10 ngesabelo semarike se-1.5%.Phakathi kwabo, kwisiqingatha sokuqala sonyaka, umthamo ofakiweyo we-BYD kunye ne-Yiwei ibhetri ye-lithium-energy iphumelele ukukhula okuphindwe kathathu ngonyaka.
Inethiwekhi yebhetri yaqaphela ukuba ngokwezabelo zentengiso, phakathi kwe-10 ephezulu yofakelo lwebhetri yamandla ehlabathi kwisiqingatha sokuqala sonyaka, isabelo semarike yeenkampani ezine zaseTshayina iCATL, BYD, Zhongxinhang, kunye neYiwei Lithium Energy ifunyenwe unyaka nonyaka. ukukhula.USunwoda wala.Phakathi kweenkampani zaseJapan naseKorea, isabelo semarike ye-LG New Energy yahlala ithe tyaba xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo, ngelixa i-Panasonic, i-SK on, kunye ne-Samsung SDI zonke zibone ukwehla konyaka-ngonyaka kwisabelo semarike kwisiqingatha sokuqala sonyaka.
Ukongeza, uMphathiswa wezoShishino kunye neTekhnoloji yoLwazi ubhengeze ukusebenza kweshishini lebhetri ye-lithium-ion kwisiqingatha sokuqala sika-2023, ebonisa ukuba kwisiqingatha sokuqala se-2023, ishishini lam lebhetri ye-lithium-ion liya kuqhubeka likhula.Ngokutsho kolwazi olusemgangathweni lweshishini kunye nokubalwa kombutho woshishino, imveliso yebhetri yelithium yesizwe kwisiqingatha sokuqala sonyaka idlule i-400GWh, ukwanda okungaphezulu kwama-43% unyaka nonyaka, kunye nengeniso yoshishino lwebhetri ye-lithium kwishishini. isiqingatha sokuqala sonyaka sifikelele kwi-600 yeebhiliyoni zeeyuan.
Ngokubhekiselele kwiibhetri ze-lithium, ukuveliswa kweebhetri zokugcina amandla kwisiqingatha sokuqala sonyaka kudlule i-75GWh, kwaye ukufakwa kwamandla eebhetri zamandla kwizithuthi ezintsha zamandla kwakumalunga ne-152GWh.Ixabiso lokuthumela ngaphandle kweemveliso zebhetri ye-lithium linyuke nge-69% ngonyaka.
Kwisiqingatha sokuqala sonyaka, ukuveliswa kwezinto ze-cathode, izinto ze-anode, i-separators, kunye ne-electrolytes yayimalunga ne-1 yezigidi zeetoni, iitoni ezingama-670,000, i-6.8 yeebhiliyoni zeemitha zeemitha kunye ne-440,000 yeetoni, ngokulandelanayo.
Kwisiqingatha sokuqala sonyaka, imveliso ye-lithium carbonate kunye ne-lithium hydroxide yafikelela kwiitoni ezingama-205,000 kunye neetoni ezingama-140,000 ngokulandelelana, kwaye amaxabiso aphakathi ebhetri-grade lithium carbonate kunye nebhetri-grade lithium hydroxide (fine powder grade) kwisiqingatha sokuqala sonyaka. unyaka ibiyi 332,000 yuan/ton kunye ne 364,000 yuan/ton ngokulandelelanayo.Itoni.
Ngokumalunga nokuthunyelwa kwe-electrolyte, "iPhepha eliMhlophe kuPhuhliso lweLithium-ion Battery Electrolyte Industry (2023)" ekhutshwe ngamaziko ophando i-EVTank, i-Evie Economic Research Institute kunye neChina Battery Industry Research Institute ibonisa ukuba kwisiqingatha sokuqala sonyaka. , Ukuthunyelwa kwebhetri ye-lithium-ion ye-electrolyte yaseChina Umthamo yi-504,000 yeetoni, kwaye ubungakanani bemarike yi-24.19 yebhiliyoni ye-yuan.I-EVTank iqikelela ukuba ukuthunyelwa kwe-electrolyte yaseTshayina kuya kufikelela kwi-1.169 yezigidi zeetoni ngo-2023.
Ngokubhekiselele kwiibhetri ze-sodium-ion, kwisiqingatha sokuqala sonyaka, iibhetri ze-sodium-ion ziye zafumana iziphumo zesigaba sophando lwemveliso kunye nophuhliso, ukwakhiwa kwamandla okuvelisa, ukulima kwe-industrial chain, ukuqinisekiswa kwabathengi, ukuphuculwa kwezinga lesivuno, kunye nokukhuthazwa kokubonisa. iiprojekthi.Ngokutsho kwedatha evela "kwiPhepha leNgcaciso yoPhuhliso lwe-China ye-Sodium-ion Battery Industry (2023)" ekhutshwe ngamaziko ophando i-EVTank, i-Evie Economic Research Institute kunye ne-China Battery Industry Research Institute, ekupheleni kukaJuni ka-2023, amandla okuvelisa azinikeleyo. iibhetri ze-sodium-ion ezifakwe kwimveliso kwilizwe lonke ziye zafikelela kwi-10GWh, ukunyuka kwe-8GWh xa kuthelekiswa nokuphela kwe-2022.
Ngokutsho kwedatha evela kuLawulo lweSizwe lwaMandla, kwisiqingatha sokuqala sonyaka, umthamo ofakiweyo osanda kufakwa ekusebenzeni wawumalunga ne-8.63 yezigidi ze-kW / 17.72 yezigidi ze-kWh, ngokulingana nomthamo ofakiweyo uwonke kwiminyaka edlulileyo.Ngokwembono yesikali sotyalo-mali, ngokusekwe kumaxabiso emarike angoku, ugcino lwamandla amatsha olusanda kufakwa luqhuba utyalo-mali oluthe ngqo olungaphezulu kweebhiliyoni ezingama-30 zeeyuan.Ukusukela ekupheleni kukaJuni ka-2023, amandla afakiweyo eeprojekthi zogcino lwamandla amatsha ezakhiweyo zaza zasetyenziswa kwilizwe lonke zingaphaya kwe-17.33 yezigidi zekW/35.8 yezigidi zekWh, kwaye umndilili wokugcinwa kwamandla ziiyure ezi-2.1.
Ngokutsho kwedatha evela kwi-Bureau yoLawulo lwezoThutho yeSebe loKhuseleko loLuntu, ekupheleni kukaJuni 2023, inani lezithuthi zamandla amatsha kweli lizwe lifikelele kwi-16.2 yezigidi, ezibalelwa kwi-4.9% yenani elipheleleyo leemoto.Kwisiqingatha sokuqala sonyaka, i-3.128 yezigidi zeemoto zamandla ezitsha zabhaliswa ngokutsha kwilizwe lonke, ukunyuka konyaka-ngonyaka kwe-41.6%, irekhodi eliphezulu.
Ngokutsho kwedatha yamva nje evela kwi-China Association of Automobile Manufacturers, kwisiqingatha sokuqala sonyaka, ukuveliswa kunye nokuthengiswa kwezithuthi zamandla amatsha kwilizwe lam kwakuyi-3.788 yezigidi kunye ne-3.747 yezigidi, ngokulandelanayo, ukwanda kwe-42.4% kunye ne-44.1% ngonyaka. -ngonyaka, kwaye isabelo semarike sifikelele kwi-28.3%;imveliso eyongezelekayo yeebhetri zamandla ibingama-293.6GWh, Ukukhula okuye kwanda unyaka nonyaka ngama-36.8%;intengiso eyongezelelekileyo yeebhetri zamandla ifikelele kwi-256.5GWh, ukonyuka konyaka nonyaka nge-17.5%;Umthamo ofakelweyo weebhetri zamandla ube yi-152.1GWh, ukonyuka konyaka nonyaka ngama-38.1%;iziseko ezingundoqo ezihlawulisayo zonyuke nge-1.442 yezigidi zeeyunithi.
Ngokutsho kwedatha evela kwi-State Administration of Taxation, kwisiqingatha sokuqala sonyaka, imoto entsha yesithuthi samandla kunye nokunciphisa irhafu yenqanawa kunye nokukhululwa kwafikelela kwi-860 yezigidi ze-yuan, ukunyuka konyaka-ngonyaka we-41.2%;uxolelo lwerhafu yokuthenga isithuthi esitsha samandla safikelela kwi-49.17 yeebhiliyoni zeeyuan, ukunyuka konyaka-ngonyaka kwe-44.1%.
Ngokumalunga nokukhumbula, idatha evela kuLawulo lukaRhulumente yoLawulo lweMakethi ibonisa ukuba kwisiqingatha sokuqala salo nyaka, ngokubhekiselele kwiimoto zasekhaya ezikhumbuzayo, i-80 ikhumbula i-recalls, ebandakanya i-2.4746 yezigidi zezithuthi.Phakathi kwabo, kumbono wezithuthi zamandla amatsha, abavelisi be-auto be-19 baye basebenzisa inani le-29 elikhumbuzayo, elibandakanya i-1.4265 yezigidi zezithuthi, eziye zadlula inani elipheleleyo leemoto zamandla amatsha akhumbulayo kunyaka odlulileyo.Kwisiqingatha sokuqala salo nyaka, inani elipheleleyo leemoto zamandla amatsha zikhumbula i-58% yenani elipheleleyo lokukhumbula kwisiqingatha sokuqala sonyaka, elibala malunga ne-60%.
Ngokuphathelele ukuthunyelwa kwamanye amazwe, idatha evela kwi-China Association of Automobile Manufacturers ibonisa ukuba kwisiqingatha sokuqala sonyaka, ilizwe lam lithumela ngaphandle kwe-534,000 izithuthi zamandla amatsha, ukunyuka konyaka-ngonyaka ngamaxesha e-1.6;iinkampani zebhetri zamandla zithumele ngaphandle i-56.7GWh yeebhetri kunye ne-6.3GWh yeebhetri zokugcina amandla.
Ngokutsho kwedatha evela kwi-General Administration of Customs, kwisiqingatha sokuqala sonyaka, ukuthunyelwa ngaphandle kweemveliso zelizwe lam "ezithathu ezintsha", oko kukuthi, izithuthi zombane zombane, iibhetri ze-lithium, kunye neeseli zelanga, zanda nge-61.6%, ukuqhuba. ukukhula kokuthunyelwa kwempahla kwamanye amazwe kukonke ngepesenti eyi-1.8, kwaye ushishino lohlaza lunomfutho omkhulu.
Ukongeza, inethiwekhi yebhetri (i-mybattery) iphinde ibale utyalo-mali kunye nokwandiswa kwekhonkco loshishino lwebhetri yasekhaya yonke kwisiqingatha sokuqala sonyaka, ukudibanisa kunye nokuthengwa, ukubeka isiseko, ukuveliswa kovavanyo, kunye nokusayinwa kwe-oda.Ngokutsho kwedatha, ngokweenkcukacha-manani ezingaphelelanga zothungelwano lwebhetri, kwisiqingatha sokuqala sonyaka, iyonke iiprojekthi zokwandiswa kotyalo-mali ezingama-223 zifakiwe kwizibalo, apho i-182 ibhengeze isixa-mali sotyalo-mali, kunye notyalo-mali lulonke ngaphezulu. ngaphezu 937.7 billion yuan.Ngokuphathelele ukudibanisa kunye nokuthengwa, kwisiqingatha sokuqala sonyaka, ngaphandle kwesiganeko sokupheliswa kwentengiselwano, kwakukho iimeko ezingaphezu kwe-33 ezinxulumene nokudibanisa kunye nokuthengwa kwintsimi yebhetri ye-lithium, apho i-26 ibhengeze isixa-mali sokuthengiselana, kunye nenani elipheleleyo. isixa malunga 17.5 billion yuan.Kwisiqingatha sokuqala sonyaka, bekukho iiprojekthi zokubeka isiseko ezili-125, ezili-113 kuzo zabhengeza isixa-mali sotyalo-mali, notyalo-mali lulonke olungaphezu kwe-521.891 yeebhiliyoni zeeyuan, kunye ne-avareji yotyalo-mali ye-4.619 yeebhiliyoni zeeyuan;62 imveliso trial kunye neeprojekthi zogunyaziso, 45 wabhengeza isixa mali, iyonke Over 157.928 billion yuan, kunye notyalo-mali avareji yuan 3.51 billion.Ngokumalunga nokusayinwa komyalelo, kwisiqingatha sokuqala sonyaka, iinkampani zeebhetri zasekhaya zafumana ii-odolo ezingama-58 zizonke ekhaya nakwamanye amazwe, ikakhulu kwiibhetri ze-lithium, iinkqubo zebhetri yokugcina amandla kunye neodolo yezinto ezikrwada.
Ngokwemigaqo yokusebenza, ngokweenkcukacha-manani zothungelwano lwebhetri, iinkampani ezidweliswe kwikhonkco loshishino lwamandla amatsha ebhetri ziveze ulwazi loqikelelo lokusebenza kwisiqingatha sokuqala sonyaka, ebonisa ukuba kwisiqingatha sokuqala sonyaka, ukusebenza yonke ibhetri entsha yetsheyini yoshishino lwamandla icuthe kanobom, kwaye ukukhula olomeleleyo kuye kwapheza.Iimpawu zibonakaliswa ikakhulu kumzi-mveliso webhetri: ulonwabo oluxubeneyo kunye nosizi!Ukukhula kwemfuno ebuthathaka kuyacotha;iinkampani zemigodi: ukusebenza kuntywila!Ubungakanani kunye nexabiso eliphindwe kabini libulala + inzuzo eseleyo ihhafu;umthengisi wezinto eziphathekayo: ukusebenza kwendudumo!Ilahleko ezimbini ezinkulu kwi-lithium iron phosphate;umzi-mveliso wezixhobo: ukukhula okuphindwe kabini ngonyaka!Impumelelo kwisiqingatha sokuqala sonyaka njengoyena mfundi ugqwesileyo kwishishini.Lilonke, kusekho imiceli mngeni ngasemva kwamathuba kwikhonkco leshishini lamandla amatsha ebhetri.Ukufumana njani ukubambelela ngokuqinileyo kwimekobume yemarike entsonkothileyo kunye nenkqubo yophuhliso olunesiphithiphithi kusafuneka kusonjululwe.
Kwiintsuku ezimbalwa ezidlulileyo, i-Passenger Federation yathi inani elikhulu leemveliso ezintsha ezikhuphisanayo ziya kuqaliswa kwimarike yamandla entsha kwisiqingatha sesibini sonyaka, ekulindeleke ukuba izise ukukhula kwimarike yamandla entsha kwisiqingatha sesibini sonyaka. unyaka kunye nokuxhasa ukuthengiswa kweemarike ngokubanzi.
I-Passenger Association iqikelela ukuba ukuthengiswa kweemoto ezithengiswayo kwiimoto zomkhweli ngengqiqo encinci ngoJulayi kulindeleke ukuba ibe yi-1.73 yezigidi zeeyunithi, inyanga-ngenyanga -8.6% kunye nonyaka-ngonyaka -4.8%, apho ukuthengiswa kwamandla amatsha. ukuthengisa malunga neeyunithi ze-620,000, inyanga-ngenyanga-6.8%, ukunyuka konyaka-ngonyaka kwe-27.5%, kunye nesantya sokungena malunga ne-35.8%.
Ukuqwalasela idatha kaJulayi ekhutshwe yimpawu zamandla amatsha ekuqaleni kuka-Agasti, ngokubhekiselele kwimikhosi emitsha yokwenza imoto, ngoJulayi, umthamo wokuhanjiswa kwemikhosi emitsha emihlanu yokwenza imoto idlula izithuthi ze-10,000.Ngaphezulu kokuphindwe kabini;I-Weilai Automobile yazisa ngaphezu kwezithuthi ze-20,000, irekhodi eliphezulu;ILeap Motors yazisa iimoto ezili-14,335;I-Xiaopeng Motors ihambise iinqwelo ze-11,008, ifikelele kwinqanaba elitsha leenqwelo ze-10,000;I-Nezha Motors yazisa iimoto ezintsha Ngaphezu kwe-10,000 yeemoto;I-Skyworth Automobile yazisa iimoto ezintsha ezingama-3,452, ithengise iimoto ezingaphezu kwama-3,000 kangangeenyanga ezimbini ezilandelelanayo.
Kwangaxeshanye, iinkampani zeemoto zemveli nazo ziyakukhawulezisa ukwamkela kwabo amandla amatsha.NgoJulayi, i-SAIC Motor ithengise i-91,000 izithuthi zamandla amatsha ngoJulayi, iqhubeka nokukhula kakuhle kwenyanga-ngenyanga ukususela ngoJanuwari kwaye ibetha iphakamileyo entsha yonyaka;Impumelelo yenyanga yeeyunithi ezingama-45,000;Intengiso yeGeely Automobile yezithuthi zamandla amatsha ifikelele kwiiyunithi ezingama-41,014, inqanaba elitsha lonyaka, ukwanda okungaphezulu kwama-28% unyaka nonyaka;I-Changan Automobile ithengisa izithuthi zamandla amatsha ngoJulayi yayiziyunithi ezingama-39,500, ukunyuka konyaka-ngonyaka ngama-62.8%;Iintengiso zeGreat Wall Motors zezithuthi zamandla amatsha zabakhweli izithuthi ezingama-28,896, ukwanda konyaka-ngonyaka nge-163%;umthamo wokuthengisa weCeles izithuthi zamandla amatsha zaziyi-6,934;Imoto yaseDongfeng Lantu izise iimoto ezintsha ezingama-3,412…
I-Changjiang Securities ibonise ukuba ukuphuhliswa kwezithuthi zamandla amatsha kwisiqingatha sesibini sonyaka kulindeleke ukuba kudlule ukulindela.Ukususela kumbono wokusebenza kwe-terminal, imfuno yangoku ithatha ngokukhawuleza, inqanaba le-inventory likwimeko ephilileyo, kwaye inqanaba lexabiso lizinzile.Ngexesha elifutshane, imigaqo-nkqubo kunye nemida yeemarike iya kuphucula, kwaye "imfazwe yexabiso" iya kuncipha.Ngokuchacha koqoqosho, amandla amatsha kunye nemfuno epheleleyo kulindeleke ukuba iphucuke ngakumbi;phesheya kolwandle iqhubekile igalelo eliphezulu lokukhula linyuka, kwaye uluhlu lwempahla kulindeleke ukuba lungene kwisimo sokusebenza okuzinzileyo.
I-Huaxi Securities yathi ngokubhekisele kwitsheyini elitsha loshishino lwezithuthi zamandla, kwixesha elifutshane, ukuchithwa kwetsheyini yangaphambili yoshishino ngokusisiseko kungaphezulu + kokuzaliswa kwakhona kwe-inventory kuqalisiwe + kwixesha eliphakamileyo lemveli kwisiqingatha sesibini sonyaka, zonke. amakhonkco kulindeleke ukuba angene kwinqanaba lokunyusa imveliso.Ngexesha eliphakathi kunye nexesha elide, njengoko amandla okuqhuba izithuthi zasekhaya zamandla amatsha ahamba ngokuthe ngcembe ukusuka kwicala lomgaqo-nkqubo ukuya kwicala lemarike, izithuthi zamandla amatsha ziye zangena kwinqanaba lokungena ngokukhawuleza;ukufakelwa kombane phesheya kolwandle kunokuzimisela okucacileyo, kwaye uphuhliso lwezithuthi zamandla amatsha ehlabathi lufezekise iresonance.
I-China Galaxy Securities Report Report yachaza ukuba iyure emnyama kakhulu idlulile, imfuno ye-terminals entsha yamandla iphuculwe, kwaye ukuchithwa kwe-lithium ye-battery industry chain kugqityiwe.
Ixesha lokuposa: Aug-25-2023