Ngo-2023, ishishini lamandla ebhetri elitsha laseTshayina liye laphinda lenze ikhonkco lemizi-mveliso elipheleleyo ukusuka kwimigodi yezimbiwa phezulu, ukuveliswa kwemathiriyeli yebhetri esembindini kunye nokuveliswa kwebhetri, ukuthoba izithuthi zamandla amatsha, ukugcinwa kwamandla, kunye neebhetri zabathengi.Ithe gqolo ukuseka iinzuzo ezikhokelayo kubungakanani borhwebo kunye nenqanaba letekhnoloji, kwaye iyaqhubeka nokukhuthaza uphuhliso olukhawulezayo lweshishini lamandla amatsha ebhetri.
Ngokweebhetri zamandla, ngokwe “White Paper on Development of China’s New Energy Vehicle Power Battery Industry (2024)” ekhutshwe ngokudibeneyo ngamaziko ophando i-EVTank, i-Ivy Economic Research Institute, kunye neChina Battery Industry Research Institute, ibhetri yamandla yehlabathi. umthamo wokuthumela ufikelele kwi-865.2GWh ngo-2023, ukunyuka konyaka-ngonyaka kwe-26.5%.Kulindeleke ukuba ngo-2030, umthamo wokuthunyelwa kwebhetri yamandla ehlabathi uya kufikelela kwi-3368.8GWh, phantse ngokuphindwe kathathu indawo yokukhula xa kuthelekiswa no-2023.
Ngokuphathelele ukugcinwa kwamandla, ngokwedatha evela kuLawulo lweSizwe lwaMandla, umthamo osanda kufakwa ngo-2023 wawumalunga ne-22.6 yezigidi ze-kilowatts / i-48.7 yezigidi zeeyure ze-kilowatt, ukwanda okungaphezulu kwe-260% xa kuthelekiswa nokuphela kuka-2022 kwaye phantse amaxesha ali-10 efakwe. amandla ekupheleni kwe-13 yeminyaka emihlanu yesiCwangciso.Ukongeza, imimandla emininzi ikhawulezisa uphuhliso logcino lwamandla amatsha, kunye nomthamo ofakiweyo ongaphezu kwesigidi seekilowatts kumaphondo ali-11 (kwimimandla).Ukusukela kwiSicwangciso seMinyaka emiHlanu ye-14, ukongezwa kogcino lwamandla olutsha olufakelweyo luqhube ngokuthe ngqo utyalo-mali lwezoqoqosho olungaphezulu kwe-100 leebhiliyoni zeeyuan, lwandisa ngakumbi umsinga onyukayo nosezantsi wekhonkco lemizi-mveliso, kwaye ibe yimpembelelo entsha yokuqhubela phambili uphuhliso loqoqosho lwaseTshayina.
Ngokumalunga nezithuthi zamandla amatsha, idatha ye-EVTank ibonisa ukuba ukuthengiswa kwehlabathi jikelele kwezithuthi zamandla amatsha kufikelele kwi-14.653 yezigidi zeeyunithi kwi-2023, ukunyuka konyaka-ngonyaka we-35.4%.Phakathi kwabo, ukuthengiswa kwezithuthi zamandla amatsha e-China kwafikelela kwi-9.495 yezigidi zeeyunithi, ezibalelwa kwi-64.8% yokuthengiswa kwehlabathi.I-EVTank iqikelela ukuba ukuthengiswa kwehlabathi kwezithuthi zamandla amatsha kuya kufikelela kwi-18.3 yezigidi kwi-2024, apho i-11.8 yezigidi iya kuthengiswa e-China, kwaye i-47 yezigidi iya kuthengiswa emhlabeni jikelele nge-2030.
Ngokutsho kwedatha ye-EVTank, ngo-2023, ngokusekwe kukhuphiswano lomhlaba lweenkampani ezinkulu zebhetri zamandla ehlabathi, i-CATL ibekwe kwindawo yokuqala ngomthamo wokuthumela ongaphezulu kwe-300GWh, kunye nesabelo semarike yehlabathi jikelele sama-35.7%.I-BYD ibekwe kwindawo yesibini ngesabelo semarike yehlabathi esiyi-14.2%, ilandelwa yinkampani yaseMzantsi Korea iLGES, enesabelo semarike yehlabathi esiyi-12.1%.Ngokumalunga nomthamo wokuthunyelwa kweebhetri zokugcina amandla, i-CATL iqala kuqala kwihlabathi kunye nesabelo semarike ye-34.8%, ilandelwa yi-BYD kunye ne-Yiwei Lithium Energy.Phakathi kwezona nkampani zilishumi ziphezulu zothutho zehlabathi ngo-2023, iRuipu Lanjun, iXiamen Haichen, iChina Innovation Airlines, iSamsung SDI, iGuoxuan High tech, iLGES, kunye nePenghui Energy nazo zibandakanyiwe.
Nangona i-China iphumelele uthotho lweziphumo ezincomekayo kwishishini lebhetri kunye namandla amatsha, kufuneka siqaphele imingeni eyahlukeneyo ejongene nophuhliso lweshishini.Kulo nyaka uphelileyo, ngenxa yezinto ezifana nokuhla kwenkxaso-mali yesizwe kwizithuthi zamandla amatsha kunye nemfazwe yamaxabiso kushishino lweemoto, izinga lokukhula kwemfuno esezantsi yomlambo wezithuthi zamandla amatsha liye lehla.Ixabiso le-lithium carbonate liye lehla ukusuka kwi-500000 yuan/toni ekuqaleni kuka-2023 ukuya malunga ne-100000 yuan/toni ekupheleni konyaka, ebonisa umkhwa wokuguquguquka okukhulu.Umzi-mveliso webhetri ye-lithium ukwimeko yentsalela yolwakhiwo ukusuka kwiminerali ephezulu ukuya kwimathiriyeli ephakathi kunye neebhetri ezisezantsi.
Ixesha lokuposa: May-11-2024