Ngomhla we-11 ku-Okthobha, idatha yamva nje ekhutshwe liziko lophando laseMzantsi Korea i-SNE Uphando lubonise ukuba amandla afakiweyo eebhetri zemoto yombane (EV, PHEV, HEV) ezibhaliswe kwihlabathi jikelele ukususela ngoJanuwari ukuya ku-Agasti 2023 zazimalunga ne-429GWh, ukwanda kwe-48.9% ngexesha elifanayo. ixesha kunyaka ophelileyo.
Ukubekwa kwenqanaba lebhetri yamandla ehlabathi efakiweyo ukusuka ngoJanuwari ukuya kuAgasti 2023
Ukujonga kwiinkampani eziphezulu ze-10 malunga nomthamo wokufakwa kwebhetri yamandla ehlabathi ukususela ngoJanuwari ukuya ku-Agasti, iinkampani zaseTshayina zisahlala izihlalo ezintandathu, ezizezi, i-CATL, i-BYD, i-China New Aviation, i-Everview Lithium Energy, i-Guoxuan Hi-Tech kunye ne-Sunwanda, isixeko esikhulu. isabelo siphezulu ukuya kuma-63.1%.
Ngokukodwa, ukususela ngoJanuwari ukuya ku-Agasti, i-CATL yaseChina ibeka indawo yokuqala kunye nesabelo semarike ye-36.9%, kwaye umthamo ofakwe ibhetri unyuke ngo-54.4% ngonyaka ukuya kwi-158.3GWh;Ibhetri efakiweyo ye-BYD inyuke nge-87.1% unyaka nonyaka ukuya kuma-68.1GWh.Ilandelwe ngokusondeleyo ngesabelo semarike esiyi-15.9%;Ibhetri ye-aviation ye-Zhongxin efakwe umthamo inyuke nge-69% unyaka nonyaka ukuya kwi-20GWh, ibeka indawo yesithandathu ngesabelo semarike ye-4.7%;I-Yiwei lithium ibhetri efakwe umthamo wesithuthi inyuke nge-142.8% ngonyaka-ngonyaka% ukuya kwi-9.2GWh, ibeka i-8th kunye nesabelo semarike ye-2.1%;Umthamo wofakelo lwebhetri ye-Guoxuan Hi-Tech unyuke nge-7.7% unyaka nonyaka ukuya kwi-9.1GWh, ibekwe kwindawo ye-9 ngesabelo semarike ye-2.1%;Ibhetri yeXinwanda Umthamo wesithuthi esifakelweyo unyuke nge-30.4% unyaka nonyaka ukuya kwi-6.2GWh, ibekwe kwindawo ye-10 ngesabelo semarike ye-1.4%.Phakathi kwabo, ukususela ngoJanuwari ukuya ku-Agasti, kuphela umthamo ofakiweyo we-Yiwei lithium ibhetri iphumelele ukukhula kwamanani amathathu ngonyaka.
Ukongeza, ukususela ngoJanuwari ukuya ku-Agasti, umthamo wofakelo lwebhetri yeenkampani ezintathu zebhetri zaseKorea zonke zibonise ukukhula, kodwa isabelo semarike sawela ngeepesenti ze-1.0 ukusuka kwixesha elifanayo kunyaka odlulileyo ukuya kwi-23.4%.I-LG New Energy ibekwe kwindawo yesi-3, ngokunyuka konyaka-ngonyaka nge-58.5%, kwaye umthamo wesithuthi esifakelweyo wawuyi-60.9GWh, kunye nesabelo semarike ye-14.2%.I-SK On kunye ne-Samsung SDI ibekwe kwindawo yesi-5 neyesi-7 ngokulandelelanayo, i-SK On inyuke nge-16.5% unyaka nonyaka.Umthamo wesithuthi esifakelweyo yi-21.7GWh, kunye nesabelo semarike ye-5.1%.I-Samsung SDI inyuke nge-32.4% unyaka nonyaka, kunye nomthamo ofakiweyo we-17.6GWh, kunye nesabelo semarike ye-4.1%.
Njengenkampani yaseJapan kuphela yokungena kwishumi eliphezulu, iPanasonic ifakwe umthamo wesithuthi ukususela ngoJanuwari ukuya ku-Agasti yayiyi-30.6GWh, ukwanda kwe-37.3% ngexesha elifanayo kunyaka odlulileyo, kwaye isabelo sayo semarike sasiyi-7.1%.
Uphando lwe-SNE luhlalutye ukuba izinga lokukhula kwentengiso yezithuthi zombane zehlabathi liye lehla mva nje.Amaxabiso eemoto akhankanywa njengeyona nto iphambili ekunciphiseni ukwehla, kunye nentengiso yezithuthi zombane ezinexabiso eliphantsi ezivelayo.Ukuze kuncitshiswe ixabiso leebhetri, ezithatha umlinganiselo ophezulu weendleko zezithuthi zombane, iinkampani ezininzi zisebenzisa iibhetri ze-lithium iron phosphate ezikhuphisana ngexabiso ngaphezu kweebhetri ze-ternary.Kuyaqondwa ukuba njengoko imfuno yeebhetri ze-lithium iron phosphate yezithuthi zombane isanda, iinkampani ezintathu ezinkulu zaseMzantsi Korea eziye zaphuhlisa iibhetri ze-ternary ezisebenza kakhulu ziyakhula ukuphuhlisa iibhetri zemoto zombane ezisezantsi.Njengoko amazwe ephakamisa izithintelo zorhwebo, ezifana noMthetho wokuNcitshiswa kwexabiso lokunyuka kwamaxabiso e-US (IRA), kuye kwaba nzima kwiinkampani zaseTshayina ezineebhetri ezinamandla ze-lithium iron phosphate ukuba zingene ngokuthe ngqo kwiimarike, kwaye utshintsho kwisabelo semarike luye lwatsala ingqalelo enkulu.Kwangelo xesha, iinkampani ezintathu eziphambili zaseMzantsi Korea zikwalandela izicwangciso zebhetri ye-lithium iron phosphate.
Ukongeza, ngokweemarike zasekhaya, ngosuku olufanayo (ngo-Oktobha 11), ngokwedatha yenyanga yamandla kunye nokugcinwa kwamandla ebhetri ngoSeptemba 2023 ekhutshwe yi-China Automotive Power Battery Industry Innovation Alliance, ngokubhekiselele kwimveliso, ngo-2023. NgoSeptemba, ilizwe lam lilonke amandla kunye neebhetri zokugcina amandla Imveliso yayiyi-77.4GWh, ukwanda kwe-5.6% ngenyanga kunye ne-37.4% ngonyaka.Phakathi kwazo, imveliso yebhetri yamandla ibalelwa malunga ne-90.3%.
Ukusukela ngoJanuwari ukuya kuSeptemba, imveliso yelizwe lam eyongezelekayo yamandla kunye nogcino lweebhetri ibiyi-533.7GWh, imveliso eyongezelekayo inyuke ngama-44.9% unyaka nonyaka.Phakathi kwazo, imveliso yebhetri yamandla ibalelwa malunga ne-92.1%.
Ngokweentengiso, ngoSeptemba, ilizwe lam lilonke ukuthengiswa kwamandla kunye nokugcinwa kwamandla ebhetri kwi-71.6GWh, ukunyuka kwenyanga-ngenyanga kwe-10.1%.Phakathi kwabo, umthamo wokuthengisa weebhetri zamandla wawuyi-60.1GWh, ibalwa kwi-84.0%, ukunyuka kwenyanga-ngenyanga kwe-9.2%, kunye nokunyuka konyaka-ngonyaka we-29.3%;ukuthengiswa kwebhetri yokugcina amandla kwakuyi-11.5GWh, i-akhawunti ye-16.0%, ukunyuka kwenyanga-ngenyanga kwe-15.0%.
Ukususela ngoJanuwari ukuya kuSeptemba, intengiso yelizwe lam iyonke yamandla kunye nogcino lweebhetri ibiyi-482.6GWh.Phakathi kwazo, umthamo wokuthengisa oqokelelweyo weebhetri zamandla wawuyi-425.0GWh, ibalwa kwi-88.0%, kunye nokukhula konyaka-ngonyaka kwe-15.7%;umthamo wokuthengisa weebhetri zokugcina amandla yi-57.6GWh, ibalwa kwi-12.0%.
Ngokumalunga nokuthunyelwa ngaphandle, ngoSeptemba, ilizwe lam lilonke ukuthunyelwa kwamandla kunye neebhetri zokugcina amandla kwilizwe lam kwakuyi-13.3GWh.Phakathi kwazo, ukuthengiswa kwamanye amazwe iibhetri zamandla zaziyi-11.0GWh, ibalwa kwi-82.9%, ukunyuka kwenyanga nge-3.8%, kunye nokunyuka konyaka nge-50.5%.Ukuthengiswa ngaphandle kweebhetri zokugcina amandla kwakuyi-2.3GWh, i-akhawunti ye-17.1%, ukunyuka kwenyanga-ngenyanga kwe-23.3%.
Ukususela ngoJanuwari ukuya kuSeptemba, ilizwe lam lilonke ukuthunyelwa ngaphandle kwamandla kunye neebhetri zokugcina amandla zafikelela kwi-101.2GWh.Phakathi kwazo, intengiso yokuthumela ngaphandle eyongezelekayo yeebhetri zamandla ibiyi-89.8GWh, ithatha i-88.7%, kunye nokunyuka konyaka ngonyaka nge-120.4%;intengiso yokuthumela ngaphandle eyongezelekayo yeebhetri zokugcina amandla yayiyi-11.4GWh, ibalwa kwi-11.3%.
Ngokomthamo wofakelo lwesithuthi, ngoSeptemba, umthamo webhetri yelizwe lam ofakelweyo wawuyi-36.4GWh, ukunyuka konyaka-ngonyaka nge-15.1% kunye nokunyuka kwenyanga nenyanga nge-4.4%.Phakathi kwazo, umthamo ofakiweyo weebhetri ze-ternary wawuyi-12.2GWh, ibalwa kwi-33.6% yomthamo opheleleyo ofakiweyo, ukunyuka konyaka-ngonyaka kwe-9.1%, kunye nokunyuka kwenyanga nge-13.2%;umthamo ofakiweyo weebhetri ze-lithium iron phosphate yayingu-24.2GWh, ibalwa kwi-66.4% yomthamo ofakiweyo opheleleyo, ukunyuka konyaka-ngonyaka we-18.6%, kunye nokunyuka kwenyanga-ngenyanga ye-18.6%.Ukunyuka nge-0.6%.
Ukusukela ngoJanuwari ukuya kuSeptemba, umthamo odibeneyo ofakiweyo weebhetri zamandla kwilizwe lam ube yi-255.7GWh, ukonyuka konyaka nonyaka nge-32.0%.Phakathi kwazo, umthamo odibeneyo ofakiweyo weebhetri ze-ternary yi-81.6GWh, ethatha i-31.9% yevolumu epheleleyo efakiweyo, kunye nokukhula okunyukayo konyaka-ngonyaka kwe-5.7%;umthamo ofakelweyo ofakelweyo weebhetri ze-lithium iron phosphate yi-173.8GWh, ebalelwa kwi-68.0% yomthamo ofakiweyo uwonke, ngokukhula konyaka-nyaka okwandayo kwe-49.4%.
NgoSeptemba, iinkampani zebhetri zamandla ezingama-33 kwimarike yezithuthi zamandla amatsha kwilizwe lam ziye zafumana inkxaso yofakelo lwemoto, ezi-3 ngaphantsi kwexesha elifanayo kunyaka ophelileyo.Ibhetri yamandla efakwe umthamo we-3 ephezulu, i-5 ephezulu, kunye neenkampani eziphezulu ze-10 zebhetri zamandla zaziyi-27.8GWh, 31.2GWh, kunye ne-35.5GWh ngokulandelanayo, i-accounting ye-76.5%, i-85.6%, kunye ne-97.5% yomthamo ofakiweyo ngokulandelelanayo.
Iinkampani eziphezulu ze-15 zebhetri zasekhaya zasekhaya malunga nomthamo wofakelo lwezithuthi ngoSeptemba
NgoSeptemba, iinkampani ezilishumi elinesihlanu eziphezulu zebhetri zasekhaya zasekhaya malunga nomthamo wezithuthi ezifakiweyo zazi: CATL (14.35GWh, i-accounting ye-39.41%), i-BYD (9.83GWh, i-accounting ye-27%), i-China New Aviation (3.66GWh, i-accounting ye-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) , i-accounting ye-3.52%) i-2.73%), i-Xinwangda (0.89GWh, i-2.43%), i-Zhengli New Energy (0.68GWh, i-akhawunti ye-1.87%), i-Funeng Technology (0.49GWh, i-1.35%), i-Ruipu Lanjun ( 0.39GWh, i-akhawunti ye-1.07%), i-polyfluoropolymer (0.26GWh, i-akhawunti ye-0.71%), i-Henan Lithium Dynamics (0.06GWh, i-accounting ye-0.18%), i-SK (0.04GWh, i-accounting ye-0.10%). ) 0.03GWh, i-accounting ye-0.09%).
Ukususela ngoJanuwari ukuya kuSeptemba, iinkampani ezingama-49 zeebhetri zamandla kwimarike yezithuthi zamandla amatsha kwilizwe lam zifumene inkxaso yofakelo lwemoto, enye ngaphezu kwexesha elifanayo kulo nyaka uphelileyo.Ibhetri yamandla efakwe umthamo we-3 ephezulu, i-5 ephezulu, kunye neenkampani eziphezulu ze-10 zebhetri zamandla ngokulandelanayo ziyi-206.1GWh, i-227.1GWh kunye ne-249.2GWh, i-akhawunti ye-80.6%, i-88.8% kunye ne-97.5% yomthamo ofakiweyo ngokulandelelanayo.
Iinkampani eziphezulu ze-15 zasekhaya zebhetri zasekhaya malunga nomthamo wofakelo lwezithuthi ukusuka ngoJanuwari ukuya kuSeptemba
Ukususela ngoJanuwari ukuya kuSeptemba, iinkampani eziphezulu ze-15 zebhetri zasekhaya zasekhaya ngokomthamo wezithuthi ezifakiweyo zezi: CATL (109.3GWh, i-accounting ye-42.75%), i-BYD (74GWh, i-accounting ye-28.94%), i-China New Aviation (22.81GWh, i-accounting for I-22.81GWh, i-akhawunti ye-28.94%) 8.92%), i-Yiwei Lithium Energy (11GWh, i-akhawunti ye-4.3%), i-Guoxuan Hi-Tech (10.02GWh, i-accounting ye-3.92%), i-Sunwoda (5.83GWh, i-LG8%), i-2. Amandla amatsha (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 for 1.26%), Ruipu I-Lanjun (2.43GWh, i-akhawunti ye-0.95%), i-Polyfluorocarbon (1.17GWh, i-akhawunti ye-0.46%), i-Gateway Power (0.82GWh, i-accounting ye-0.32%), i-Lishen (0.27GWh, i-accounting ye-0.11%), i-GWh (0,2). ukubalwa kwe-0.09%).
Ixesha lokuposa: Oct-12-2023