I-CATL yabhengeza emva kokuba imarike ivaliwe ukuba inkampani iceba ukutyala imali kwiprojekthi yesiseko sebhetri ye-Hungarian Era e-Debrecen, eHungary, kunye notyalo-mali olupheleleyo olungekho ngaphezu kwe-7.34 yebhiliyoni ye-euro (elingana ne-RMB 50.9 yebhiliyoni).Umxholo wokwakha ngumgca wokuvelisa ibhetri ye-100GWh yamandla.Ixesha lokwakha lilonke kulindeleke ukuba lingabi ngaphezu kweenyanga ezingama-64, yaye isakhiwo somzi-mveliso sokuqala siya kwakhiwa ngowama-2022 emva kokufumana imvume efanelekileyo.
Ngokuphathelele ukhetho lwe-CATL (300750) lokwakha umzi-mveliso eHungary, umntu ofanelekileyo ophethe inkampani kutshanje uxelele iintatheli ze-Associated Press ukuba ishishini lasekhaya linezixhobo ezixhasayo ezilungileyo kwaye zilungele ukuthengwa kwezinto zebhetri.Ikwafumaneka entliziyweni yeYurophu kwaye iqokelele inani elikhulu leenkampani zezithuthi, ezilungele i-CATL ngexesha elifanelekileyo.Phendula kwiimfuno zabathengi.Imekobume entle yesixeko nayo ibonelele ngoncedo olukhulu lophuhliso kutyalo-mali lweCATL kunye nokwakhiwa kweefektri eHungary.
Ngokutsho kweendaba zamva nje ezivela kwi-akhawunti yoluntu yeCATL WeChat, isiseko semizi-mveliso sisepakini yoshishino esezantsi yaseDebrecen, isixeko esisempuma yeHungary, esigubungela indawo yeehektare ezingama-221.Ikufuphi neeOEM zeMercedes-Benz, BMW, Stellantis, Volkswagen kunye nabanye abathengi.Iza kwenza iimoto zaseYurophu.Abavelisi bavelisa iiseli zebhetri kunye neemveliso zemodyuli.Ukongeza, i-Mercedes-Benz iya kuba ngumthengi wokuqala kunye noyena mkhulu kwimveliso yemveliso.
Lo ikwangumzi mveliso wesibini owakhiwa yiCATL eYurophu emva komzi-mveliso waseJamani.Kuyaqondwa ukuba i-Ningde Times okwangoku ineziseko ezilishumi eziphambili zemveliso emhlabeni, kwaye inye kuphela phesheya eThuringia, eJamani.Umzi-mveliso uqalise ukwakhiwa nge-18 ka-Okthobha, ngo-2019, ngomthamo ocetyiweyo wemveliso we-14GWh.Ifumene ilayisenisi yokuvelisa ibhetri ye8GWH.Okwangoku, ikwinqanaba lofakelo lwezixhobo kwaye ibhetshi yokuqala yeebhetri iya kuqengqeleka kumgca wemveliso phambi kokuphela kuka-2022.
Ngokutsho kwedatha yenyanga ekhutshwe yi-China Automotive Power Battery Industry Innovation Alliance ngo-Agasti 11, ibhetri yasekhaya iyonke efakelweyo ifikelele kwi-24.2GWh ngoJulayi, ukunyuka konyaka-ngonyaka kwe-114.2%.Phakathi kwazo, i-CATL igxininise ngokuqinileyo phakathi kweenkampani zebhetri zamandla asekhaya ngokumalunga nomthamo wesithuthi esifakelweyo, kunye nomthamo wemoto ofakiweyo ofikelela kwi-63.91GWh ukususela ngoJanuwari ukuya kuJulayi, kunye nesabelo semarike ye-47.59%.I-BYD ibekwe kwindawo yesibini ngesabelo semarike sama-22.25%.
Ngokwezibalo ezivela kwi-Advanced Industrial Research Institute (GGII), ukuveliswa kwesithuthi samandla esitsha sasekhaya kulindeleke ukuba sifikelele kwi-6 yezigidi zeeyunithi kwi-2022, eya kuqhuba ukuthunyelwa kweebhetri zamandla ukudlula i-450GWh;Imveliso yezithuthi zamandla amatsha kwihlabathi jikelele kunye neentengiso ziya kudlula i-8.5 yezigidi zeeyunithi, eziya kuqhuba ukuthunyelwa kwebhetri ngamandla.Ngemfuno engaphezulu kwe-650GWh, i-China iseza kuba yeyona marike inkulu yebhetri yehlabathi;Ngokuqikelelwa ngokucokisekileyo, i-GGII ilindele ukuthunyelwa kweebhetri zamandla ehlabathi ukufikelela kwi-1,550GWh ngo-2025, kwaye kulindeleke ukuba ifike kwi-3,000GWh ngo-2030.
Ngokwengxelo yophando eyenziwe yi-Yingda Securities ngoJuni 24, i-CATL isebenzise iziseko zemveliso ezili-10 kwihlabathi jikelele kwaye inamashishini adibeneyo kunye neenkampani zeemoto ukuvelisa umthamo ocwangcisiweyo wemveliso ongaphezulu kwe-670GWh.Ngesiseko seGuizhou, isiseko se-Xiamen kunye nabanye abaqala ukwakha omnye emva komnye, kulindeleke ukuba amandla okuvelisa aya kudlula i-400Gwh ekupheleni kwe-2022, kwaye umthamo wonyaka wokuthutha osebenzayo uya kudlula i-300GWh.
Ngokusekwe kuqikelelo lwemfuneko yebhetri ye-lithium eqhutywa kukuqhambuka kwemoto yamandla entsha yehlabathi kunye nemarike yokugcina amandla, i-Yingda Securities ithatha ukuba ukuthunyelwa kwebhetri ye-CATL yehlabathi kunesabelo semarike esingama-30%.Kulindeleke ukuba ukuthengiswa kwebhetri ye-lithium yeCATL ngo-2022-2024 kuya kufikelela kwi-280GWh/473GWh ngokulandelanayo./ 590GWh, apho ukuthengiswa kwebhetri yamandla kwakungama-244GWh/423GWh/525GWh ngokulandelelanayo.
Xa unikezelo lwemathiriyeli ekrwada luthatha emva kowama-2023, amaxabiso ebhetri aya kuhlengahlengisa abuyele ezantsi.Kuqikelelwa ukuba ixabiso leyunithi yokuthengisa yamandla kunye neebhetri zokugcina amandla ukusuka kwi-2022 ukuya kwi-2024 iya kuba yi-0.9 yuan / Wh, 0.85 yuan / Wh, kunye ne-0.82 yuan / Wh ngokulandelanayo.Ingeniso yeebhetri zamandla iya kuba yi-220.357 yeebhiliyoni zeeyuan, i-359.722 yeebhiliyoni zeeyuan, kunye ne-431.181 yeebhiliyoni zeeyuan ngokulandelelanayo.Umlinganiselo yi-73.9%/78.7%/78.8% ngokulandelelanayo.Izinga lokukhula kwengeniso yebhetri yamandla kulindeleke ukuba lifike kwi-140% kulo nyaka, kwaye izinga lokukhula liya kuqala ukucotha kwiminyaka eyi-23-24.
Abanye abantu kwishishini bakholelwa ukuba i-CATL okwangoku iphantsi "koxinzelelo olukhulu."Ukusuka kumbono womthamo ofakiweyo wedwa, i-CATL isabambe "indawo ephezulu" kumzila webhetri yamandla asekhaya kunye nenzuzo enkulu.Nangona kunjalo, ukuba sijonga isabelo semarike, kubonakala ngathi izibonelelo zayo ziyancipha kancinci.
Idatha efanelekileyo ibonisa ukuba kwisiqingatha sokuqala se-2022, nangona i-CATL iphumelele isabelo semarike ye-47.57%, yehla nge-1.53pct xa kuthelekiswa ne-49.10% ngexesha elifanayo kunyaka odlulileyo.Ngakolunye uhlangothi, i-BYD (002594) kunye neSino-Singapore Airlines inesabelo semarike ye-47.57%.Ukusuka kwi-14.60% kunye ne-6.90% ngexesha elifanayo kulo nyaka uphelileyo, banyuke ukuya kwi-21.59% kunye ne-7.58% kwisiqingatha sokuqala salo nyaka.
Ukongeza, i-CATL yayikwingxaki "yokunyusa ingeniso ngaphandle kokunyuka kweenzuzo" kwikota yokuqala yalo nyaka.Inzuzo eseleyo kwikota yokuqala yalo nyaka ibiyi-1.493 yeebhiliyoni zeeyuan, ukwehla konyaka-ngonyaka nge-23.62%.Eli lixesha lokuqala i-CATL idweliswe ukususela kuluhlu lwayo ngoJuni 2018. , ikota yokuqala apho inzuzo yenzuzo yawa ngonyaka, kwaye i-gross profit margin yehla ukuya kwi-14.48%, i-low low in 2 iminyaka.
Ixesha lokuposa: Nov-09-2023