Ngokurhoxiswa kwenkxaso-mali karhulumente kunye nokucinywa kwenkxaso-mali yasekhaya, izithuthi zamandla amatsha, eziye zanyuka, zicinezela iqhosha lokumisa ikhefu lokukhula okokuqala ngoJulayi kulo nyaka, kwaye kwiinyanga ezimbini ezilandelayo, ukuthengiswa kwehle ixesha ngalinye.
Idatha yemveliso kunye nentengiso ekhutshwe yi-China Association of Automobile Manufacturers ibonisa ukuba ukususela ngoJulayi ukuya kuSeptemba ka-2019, ukuthengiswa kweemoto zamandla amatsha bekungama-80,000, 85,000 kunye nama-80,000 ngokulandelelana, phantsi kwe-4.8%, 15.8% kunye ne-33.9% ngokulandelanayo unyaka nonyaka.
Ukuchaphazeleka ngokuhla kweentengiso zezithuthi zamandla amatsha, imboni yebhetri yamandla, "intliziyo" yezithuthi zamandla amatsha, ithwele impembelelo.Ngokutsho kwedatha yamva nje ekhutshwe yi-China Automotive Power Battery Industry Innovation Alliance, ngoSeptemba kulo nyaka, amandla ebhetri yelizwe lam afakelweyo afikelele kwi-4.0GWh, ukwehla konyaka-ngonyaka ngama-30.9%.
Kufuneka kuphawulwe ukuba impembelelo yokunciphisa inkxaso-mali kunye nokwehla kwentengiso ayikokuhla kwesakhono esifakiweyo kuphela, kodwa kunye noxinzelelo olubi kakhulu ekusindeni kweenkampani zebhetri zamandla aphezulu.Njengoko uMo Ke, umhlalutyi oyintloko woPhando lweLithium eyiNyaniso, uthe, Ukuchatshazelwa kukuncitshiswa kwenkxaso-mali, ukhuphiswano kwishishini lebhetri lamandla liya kuba namandla ngakumbi ngo-2019.
Yabonisa ukuba ngokuhla okukhulu kwenkxaso-mali, iinkampani zeemoto ziya kunciphisa amaxabiso kubavelisi beebhetri, kwaye inzuzo yabavelisi beebhetri iya kuncipha;okwesibini, ixesha le-akhawunti linokuba libi kakhulu, kwaye kuya kuba nzima kwiinkampani ezinamandla abuthathaka emali ukuxhasa izithuthi zombane zaphesheya.Kukho kuphela abane okanye abahlanu abavelisi beebhetri kwimarike, kwaye imarike yasekhaya iya kuthi ekugqibeleni ifane, kunye neenkampani ezimalunga ne-10 kuphela ezisele.
Kule meko, sithini imeko yangoku yokusinda kweenkampani zebhetri zamandla?Sisenokukwazi ukubona oku kwiingxelo zekota yesithathu ezikhutshwe ziinkampani ezininzi ezidwelisiweyo zebhetri yamandla.
I-CATL: Ingeniso ye-Net yehle nge-7.2% ngonyaka-ngonyaka kwikota yesithathu
Kungekudala, i-CATL (i-300750, i-Stock Bar) ibhengeze iziphumo zayo zekota yesithathu ye-2019. Ingxelo yezemali ibonisa ukuba kwiikota ezintathu zokuqala, i-CATL iphumelele ingeniso ye-32.856 yebhiliyoni ye-yuan, ukunyuka konyaka-ngonyaka we-71.7%;Ingeniso yesambuku eyabalelwa kubanini-zabelo yayiyi-3.464 yeebhiliyoni zeeyuan, ukunyuka konyaka-ngonyaka ngama-45.65%.
Xa kuthelekiswa nesiqingatha sokuqala salo nyaka, ingeniso yekota enye ye-CATL kunye nokukhula kwengeniso kwehle kwikota yesithathu.Ingxelo yezemali ibonisa ukuba kwikota yesithathu yalo nyaka, ingeniso yeCATL yayiyi-12.592 yeebhiliyoni zeeyuan, ukunyuka konyaka-ngonyaka kwe-28.8%;intsalela yenzuzo eyayanyaniswa kubanini-zabelo yayiyi-1.362 yeebhiliyoni zeeyuan, ukwehla konyaka-ngonyaka nge-7.2%, kunye nesambuku senzuzo emva kokungatsalwa kwentlawulo yehle nge-11.01% unyaka nonyaka.
I-Ningde Times yatsho ukuba esona sizathu sokunyuka konyaka-ngonyaka ekusebenzeni kwenkampani kwiikota ezintathu zokuqala kukuba ngophuhliso olukhawulezayo lweshishini elitsha lemoto yamandla, imfuno yentengiso yeebhetri zamandla inyukile xa kuthelekiswa nexesha elifanayo. kunyaka ophelile;inkampani yomeleze uphuhliso lwemarike, ityale imali kwinqanaba lokuqala ukukhulula amandla okuvelisa intambo, kwaye ivelise kwaye ithengiswe ngokufanelekileyo.khuthaza.
Ukusebenza kwekota yesithathu kwehle unyaka nonyaka.I-CATL ithe kungenxa yokuhla kwamaxabiso okuthengisa kwezinye iimveliso kunye nokwehla komda wengeniso yengeniso.Xa kudityaniswa nokonyuka kotyalo-mali lwe-R&D kunye neendleko zolawulo kwikota yesithathu, umyinge weendleko kwingeniso unyukile.
I-Guoxuan Hi-Tech: Inzuzo yeNet yehle nge-12.25% kwiikota ezintathu zokuqala
Ngo-Oktobha 29, i-Guoxuan High-Tech (002074, i-Stock Bar) ikhuphe ingxelo yayo yekota yesithathu ye-2019, ifezekisa ingeniso yokusebenza ye-1.545 yebhiliyoni ye-yuan, ukunyuka konyaka-ngonyaka kwe-3.68%;Ingeniso yesambuku eyabalelwa kubanini-zabelo beenkampani ezidwelisiweyo yaba yi-227 yezigidi zeeyuan, ukunyuka konyaka-ngonyaka nge-17.22%;Ingeniso yesambuku eyayanyaniswa nabaninizabelo beenkampani ezidwelisiweyo, ngaphandle kweenzuzo nelahleko ezingaphindi ziphindeke, ibe yi-117 yezigidi zeeyuan, ukwehla konyaka-ngonyaka nge-14.13%;ingeniso esisiseko ngesabelo ngasinye yi-0.20 yuan.
Kwiikota ezintathu zokuqala, ingeniso yokusebenza yayiyi-5.152 yeebhiliyoni zeeyuan, ukunyuka konyaka-ngonyaka ngama-25.75%;Ingeniso yesambuku eyabalelwa kubanini-zabelo beenkampani ezidwelisiweyo yayizizigidi ezingama-578 zeeyuan, ukwehla konyaka-ngonyaka nge-12.25%;Ingeniso yesambuku eyabalelwa kubanini-zabelo beenkampani ezidwelisiweyo ngaphandle kweenzuzo ezingaphindiyo kunye nelahleko yayizizigidi ezingama-409 zeeyuan., ukunyuka konyaka nonyaka nge-2.02%;ingeniso esisiseko ngesabelo ngasinye yi-0.51 yuan.
I-DOF: Inzuzo eseleyo yehle ngama-62% unyaka nonyaka kwikota yesithathu
Kutshanje, ingxelo yekota yesithathu ka-2019 ekhutshwe nguDuofludo (002407, Stock Bar) ibonise ukuba kwiikota ezintathu zokuqala zalo nyaka, inkampani izuze ingeniso yokusebenza ye-2.949 yeebhiliyoni zeeyuan, ukonyuka konyaka-ngonyaka kwe-10.44%, kwaye ingeniso yesambuku eyabalelwa kubanini-zabelo beenkampani ezidwelisiweyo yaba yi-97.6393 yezigidi zeeyuan, ukunyuka konyaka-ngonyaka nge-97.6393 yezigidi zeeyuan.Yehle nge-42.1%, kwaye ukwehla kwanda xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo.
Phakathi kwazo, ingeniso yenkampani kwikota yesithathu yayimalunga ne-1.0 yeebhiliyoni zeeyuan, ukunyuka okuncinci kwe-2.1% xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo;Ingeniso yenkampani ibimalunga ne-14 lezigidi zeeyuan, ukwehla okubalulekileyo ngama-62% xa kuthelekiswa nexesha elifanayo kulo nyaka uphelileyo.Inzuzo yeNet iwile kwiikota ezi-6 ezilandelelanayo.
I-Duofudo iqikelela ukuba inzuzo yenkampani ngo-2019 iya kuba phakathi kwe-13 yezigidi zeeyuan kunye ne-19.5 yezigidi zeeyuan, ukuhla kwe-70.42% -80.28%.Inzuzo yonyaka ophelileyo yayiyi-65.9134 yezigidi zeeyuan.
UDofluoro uthe kwingxelo yakhe yezemali ukuba esona sizathu siphambili sokuhla kwengeniso kukucotha kwengeniso yeemveliso zetyuwa ye-fluoride kunye nomngcipheko okhulayo weeakhawunti zezithuthi zamandla amatsha ezifunyenweyo.Ingxelo ibonisa ukuba i-akhawunti ye-Duofuo efunyenweyo ifikelele kwi-1.3 yebhiliyoni ye-yuan kwiikota ezintathu zokuqala.
I-Xinwangda: Inzuzo eseleyo kwikota yesithathu inyuke nge-31.24% unyaka nonyaka ukuya kwi-273 yezigidi zeeyuan
Ingxelo yemali yekota yesithathu ye-Xinwanda ye-2019 ibonisa ukuba ukususela ngoJulayi ukuya kuSeptemba kulo nyaka, i-Xinwanda (300207, i-Stock Bar) iphumelele ingeniso yokusebenza ye-6.883 yebhiliyoni ye-yuan, ukwanda kwe-23.94% ngexesha elifanayo kulo nyaka uphelileyo;ingeniso eshiyekileyo yayizizigidi ezingama-273 zeeyuan, ukwanda kwe-31.24% kwangelo xesha linye kulo nyaka uphelileyo..
Ukususela ngoJanuwari ukuya kuSeptemba, iXinwangda izuze ingeniso yokusebenza iyonke ye-17.739 yeebhiliyoni zeeyuan, ukwanda ngama-35.36% kwangelo xesha linye kulo nyaka uphelileyo;inzuzo eseleyo yayizizigidi ezingama-502 zeeyuan, ukwanda kwe-16.99% ngexesha elifanayo kulo nyaka uphelileyo.
USunwanda uthe ukunyuka kwengeniso yokusebenza kwiikota ezintathu zokuqala kubangelwe ikakhulu kukwanda kweeodolo zabathengi xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo.Kwangaxeshanye, iindleko zayo zokusebenza, ulawulo lwentengiso kunye nezinye iindleko nazo zanda.Kuyaphawuleka ukuba ukususela ngoJanuwari ukuya kuSeptemba kulo nyaka, iindleko ze-R&D ze-Sunwanda ziphelele kwi-1.007 yebhiliyoni ye-yuan, ukunyuka kwe-61.23% ngexesha elifanayo kunyaka ophelileyo.
NgoSeptemba kulo nyaka, iSunwanda ibekwe phakathi kweebhetri zamandla ezintlanu eziphezulu, ezibekwe ngasemva kweCATL, BYD, AVIC Lithium Battery kunye neGuoxuan High-Tech, ifezekisa ukukhula okukhulu konyaka-nyaka kwe-2329.11%.Ukususela ngoJanuwari ukuya kuSeptemba, umthamo wayo owongezelelekileyo ofakelweyo weebhetri zamandla ufikelele kuma-424.35MWh.
I-Yiwei Lithium Energy: Kwikota yesithathu, inyuke nge-199.23% unyaka nonyaka ukuya kwi-658 yezigidi zeeyuan.
Kutshanje, i-Yiwei Lithium Energy (i-300014, i-Stock Bar) ichaze ingxelo yayo yekota yesithathu ye-2019. Ingxelo ibonisa ukuba kwikota yesithathu ye-2019, inkampani iphumelele ingeniso yokusebenza ye-2.047 yebhiliyoni ye-yuan, ukunyuka konyaka-ngonyaka kwe-81.94% ;Ingeniso yesambuku eyabalelwa kubanini-zabelo beenkampani ezidwelisiweyo i-658 yezigidi zeeyuan, ukunyuka konyaka-ngonyaka nge-199.23%.
Kwiikota ezintathu zokuqala, inkampani izuze ingeniso yokusebenza ye-4.577 yeebhiliyoni zeeyuan, ukunyuka konyaka-ngonyaka ngama-52.12%;inzuzo eseleyo ye-1.159 yeebhiliyoni zeeyuan, ukunyuka konyaka-ngonyaka ngama-205.94%;kunye nemivuzo ngesabelo ngasinye se-yuan eyi-1.26.
I-Yiwei Lithium Energy ixele kwingxelo yayo yezemali ukuba ukukhula okubonakalayo kwingeniso yesambuku ngexesha lokunika ingxelo kwaba ngenxa yezi zizathu zilandelayo: ① Imfuno yebhetri ye-lithium yokuqala kunye ne-SPC ye-ETC kunye neemitha ezihlakaniphile ziye zaphakama, ukuthunyelwa kuphindwe kabini, inzuzo enkulu yemveliso. umda unyukile, kwaye inzuzo yesambuku inoPhucuko oluBalulekileyo;② Imveliso yebhetri ye-lithium-ion encinci iphuculwe, kwaye inzuzo iye yandiswa ngakumbi;③ Ukukhutshwa ngocwangco kwamandla emveliso yebhetri kukhuthaze ukukhula komsebenzi kunye nenzuzo;④ Ukusebenza kwenkampani iMcQuay yonyukile.
Okwangoku, amandla okuvelisa ibhetri ye-lithium ye-Lithium yi-11GWh, kuquka i-4.5GWh yesikwere iibhetri ze-lithium zentsimbi, i-3.5GWh yeebhetri ze-cylindrical ternary, i-1.5GWh yeebhetri ze-square ternary, kunye ne-1.5GWh yeebhetri ze-ternary ezithambileyo.Ngokutsho kwedatha evela kwiSebe leSicelo seBattery yaMandla, ukususela ngoJanuwari ukuya kuSeptemba 2019, i-Yiwei Lithium Energy iphumelele i-907.33MWh yomthamo ofakelweyo webhetri yamandla, ukunyuka konyaka-ngonyaka we-48.78%, kubalelwa kwi-2.15% yetotali yasekhaya. umthamo ofakiweyo ngexesha elinye, ubekwe kwindawo yesihlanu kushishino.
I-Penghui Energy: Inzuzo eseleyo kwikota yesithathu inyuke nge-17.52% unyaka nonyaka ukuya kwi-134 yezigidi zeeyuan.
Ingxelo yekota yesithathu yePenghui Energy ka-2019 ibonisa ukuba ngexesha lokunika ingxelo, inkampani iphumelele ingeniso yokusebenza ye-1.049 yebhiliyoni ye-yuan, ukunyuka konyaka-ngonyaka kwe-29.73%;Ingeniso yesambuku eyabalelwa kubanini-zabelo beenkampani ezidwelisiweyo yaba li-134 lezigidi zeeyuan, ukunyuka konyaka-ngonyaka nge-17.52%;Inzuzo eseleyo emva kokungabandakanyi iinzuzo kunye nelahleko engapheliyo yayiyi-127 yezigidi zeeyuan, ukunyuka konyaka-ngonyaka kwe-14.43%;ingeniso esisiseko ngesabelo ngasinye yi-0.47 yuan.
Kwiikota ezintathu zokuqala, i-Penghui Energy (300438, i-Stock Bar) iphumelele ingeniso yokusebenza ye-2.495 yebhiliyoni ye-yuan, ukunyuka konyaka-ngonyaka kwe-40.94%;Ingeniso yesambuku eyabalelwa kubanini-zabelo beenkampani ezidwelisiweyo yaba yi-270 yezigidi zeeyuan, ukunyuka konyaka-ngonyaka nge-0.27%;ngaphandle kwenzuzo engeyiyo ye-Net kwiinzuzo eziqhubekayo kunye nelahleko ibe yi-256 yezigidi zeeyuan, ukunyuka konyaka-ngonyaka nge-18.28%;ingeniso esisiseko ngesabelo ngasinye yi-0.96 yuan.
Ixesha lokuposa: Dec-18-2023