Munguva pfupi yapfuura, CINNO Tsvagiridzo yakaburitsa data razvino.Kubva muna Ndira kusvika Chikumi 2023, China itsva simba chirongwa chekudyara chakasvika 5.2 tiririyoni yuan (kusanganisira Taiwan), uye indasitiri yesimba idzva rave nzvimbo yakakosha yekudyara kune ari kusimukira tekinoroji maindasitiri.
Kubva pakuona kwemukati meguta kuputsika, kubva muna Ndira kusvika munaJune 2023, mari yekudyara muChina (kusanganisira Taiwan) indasitiri itsva yemagetsi yainyanya kuyerera kune simba remhepo photovoltaics, ine huwandu hunosvika 2.5 bhiriyoni yeyuan, inoverengera nezve 46,9%;huwandu hwekudyara mumabhatiri e-lithium Iyo mari inosvika 1.2 trillion yuan, inoverengera inosvika 22.6%;iyo yakazara mari mukuchengetedza simba inosvika 950 bhiriyoni yuan, inoverengera inosvika 18.1%;iyo yakazara mari muhydrogen simba inodarika 490 bhiriyoni yuan, inoverengera inosvika 9.5%.
Kubva pamaonero emasangano makuru matatu ekudyara, simba remhepo photovoltaics, lithium mabhatiri uye kuchengetedza magetsi ndiwo matatu makuru ekudyara muindasitiri itsva yesimba.Kubva munaJanuary kusvika munaJune 2023, photovoltaic mari yekudyara muChina (kusanganisira Taiwan) inonyanya kuyerera kune photovoltaic masero, nepo mhepo mari yekudyara mari inonyanya kuyerera kune mapurojekiti ekushanda kwesimba remhepo;lithium bhatiri mari yekudyara inonyanya kuyerera kune lithium bhatiri modules uye PACK;simba rekuchengetedza mari yekudyara mari inonyanya kuyerera kune pumped storage inokwanisa.
Kubva pakuona kwekugoverwa kwenzvimbo, mari yekudyara muindasitiri yesimba idzva inonyanya kugoverwa muInner Mongolia, Xinjiang neJiangsu, uye chikamu chose chematunhu matatu chinosvika 37.7%.Pakati pavo, Xinjiang neInner Mongolia vakabatsirwa nekuvakwa kwemhepo-solar base uye mapurojekiti emagetsi emagetsi, uye vane huwandu hwakakura hweiyo photovoltaic yakaiswa simba, uye kana ichienzaniswa nekugoverwa, ivo vanonyanya kuitirwa pakati.
Zvinoenderana neazvino data yakaburitswa neSouth Korea yekutsvagisa sangano reSNE Research, muhafu yekutanga ya2023, ichangobva kunyoreswa bhatiri remagetsi epasi rose ichave 304.3GWh, gore negore kuwedzera kwe50.1%.
Tichitarisa kubva kumakambani eTOP10 ane magetsi epasi rose ekuisa mabhatiri muhafu yekutanga yegore, makambani ekuChina achiri kutora zvigaro zvitanhatu, zvinoti Ningde Times, BYD, China Innovation Aviation, EVE Lithium Energy, Guoxuan Hi-Tech neSunwoda, ine musika wakazara. chikamu chekusvika ku62.6%.
Kunyanya, muhafu yekutanga yegore, China yeNingde Times yakave yekutanga nemugove wemusika we36.8%, uye bhatiri rayo rekurodha yakawedzera ne56.2% gore negore kusvika ku112GWh;Mugove wemusika wakatevera zvakanyanya kumashure;Zhongxinhang's bhatiri yekuisa vhoriyamu yakawedzera ne58.8% gore-pa-gore kusvika ku13GWh, iri pachinhanho chechitanhatu ine mugove wemusika we4.3%;EVE lithium simba bhatiri yekuisa vhoriyamu yakawedzera ne151.7% gore-pa-gore kusvika 6.6GWh, iri pachinzvimbo chechisere ine musika we2.2%;Guoxuan Hi-Tech's bhatiri yekuisa vhoriyamu yakawedzera ne17.8% gore-pa-gore kusvika ku6.5GWh, iri pachinzvimbo chechipfumbamwe ine musika we2.1%;Sunwoda bhatiri rekuisa vhoriyamu gore-negore Yakawedzera ne44.9% kusvika 4.6GWh, iri pachinzvimbo chegumi nechikamu chemusika che1.5%.Pakati pavo, muhafu yekutanga yegore, iyo yakaiswa simba yeBYD uye Yiwei lithium-energy mabhatiri akawana katatu-digit gore-pa-gore kukura.
Iyo bhatiri network yakaona kuti maererano nemugove wemusika, pakati pegumi gumi epasi rose magetsi ekuisa bhatiri muhafu yekutanga yegore, chikamu chemusika chemakambani mana eChinese CATL, BYD, Zhongxinhang, uye Yiwei Lithium Energy yakawana gore-ne-gore. kukura.Sunwoda yakaramba.Pakati pemakambani eJapan neKorea, LG New Energy's musika mugove wakaramba wakapfava uchienzaniswa nenguva yakafanana gore rapfuura, nepo Panasonic, SK on, uye Samsung SDI vese vakaona kuderera kwegore-pagore kwemugove wemusika muhafu yekutanga yegore.
Pamusoro pezvo, Ministry of Industry and Information Technology yakazivisa kushanda kweiyo lithium-ion bhatiri indasitiri muhafu yekutanga ye2023, zvichiratidza kuti muhafu yekutanga ye2023, nyika yangu yeLithium-ion bhatiri indasitiri icharamba ichikura.Zvinoenderana neindasitiri yakajairwa chiziviso ruzivo rwebhizinesi uye indasitiri yemubatanidzwa kuverenga, iyo nyika lithium bhatiri kugadzirwa muhafu yekutanga yegore yakapfuura 400GWh, kuwedzera kweanopfuura 43% gore-pa-gore, uye mari yelithium bhatiri indasitiri mu. hafu yekutanga yegore yakasvika 600 bhiriyoni yuan.
Panyaya yemabhatiri e-lithium, kubuda kwemabhatiri ekuchengetedza simba muhafu yekutanga yegore kwakapfuura 75GWh, uye simba rakaiswa remabhatiri emagetsi emagetsi matsva angangoita 152GWh.Iko kukosha kwekutengesa kunze kwe lithium bhatiri zvigadzirwa zvakawedzera ne69% gore-pa-gore.
Muhafu yekutanga yegore, kubuda kwezvinhu zvecathode, anode materials, separators, uye electrolytes zvaiita matani miriyoni imwe, 670,000 matani, 6.8 bhiriyoni square metres, uye 440,000 matani, zvichiteerana.
Muhafu yekutanga yegore, kubuda kwe lithium carbonate uye lithium hydroxide kwakasvika 205,000 matani uye 140,000 matani zvichiteerana, uye avhareji mitengo yebhatiri-giredhi lithium carbonate uye bhatiri-giredhi lithium hydroxide (fine powder giredhi) muhafu yekutanga ye gore raive 332,000 yuan/ton uye 364,000 yuan/ton zvichiteerana.Ton.
Panyaya yekutumira maelectrolyte, iyo "White Paper paKuvandudza kweChina Lithium-ion Battery Electrolyte Indasitiri (2023)" yakaburitswa nemasangano ekutsvagisa EVTank, Evie Economic Research Institute neChina Battery Industry Research Institute inoratidza kuti muhafu yekutanga yegore. , China's lithium-ion battery electrolyte shipments The volume is 504,000 tons, uye saizi yemusika ndeye 24.19 bhiriyoni yuan.EVTank inofanotaura kuti kutakura kwe electrolyte kuChina kuchasvika 1.169 miriyoni matani muna 2023.
Panyaya yemabhatiri e-sodium-ion, muhafu yekutanga yegore, mabhatiri e-sodium-ion akawana mhedzisiro mukutsvaga kwechigadzirwa nekusimudzira, kuvakwa kwesimba rekugadzira, kurima kweketani yemaindasitiri, kuongororwa kwevatengi, kuvandudzwa kwegoho, uye kukurudzira kwekuratidzira. mapurojekiti.Zvinoenderana nedata kubva ku "White Pepa paKukudziridzwa kweChina's Sodium-ion Battery Indasitiri (2023)" yakaburitswa nemasangano ekutsvagisa EVTank, Evie Economic Research Institute neChina Battery Industry Research Institute, pakupera kwaChikumi 2023, iyo yakazvipira kugadzirwa kwesimba. yemabhatiri e-sodium-ion akaiswa mukugadzirwa munyika yose asvika 10GWh, kuwedzera kwe8GWh zvichienzaniswa nekupera kwa2022.
Zvinoenderana nedata kubva kuNational Energy Administration, muhafu yekutanga yegore, iyo yakaiswa simba ichangobva kuiswa mukushanda yaive 8.63 miriyoni kW/17.72 miriyoni kWh, yakaenzana nehuwandu hwakaiswa makore apfuura.Kubva pamaonero ezviyero zvekudyara, zvichibva pamitengo yazvino yemusika, iyo ichangobva kuiswa mukushanda kwesimba idzva rekuchengetedza inodhiraivha yakananga mari inodarika bhiriyoni makumi matatu eyuan.Kubva pakupera kwaChikumi 2023, iyo yakawedzera yakaiswa simba rekuchengetedza magetsi mapurojekiti akavakwa uye akaiswa kushanda munyika yose inodarika 17.33 miriyoni kW/35.8 miriyoni kWh, uye avhareji nguva yekuchengetedza simba maawa 2.1.
Zvinoenderana nedata kubva kuTraffic Management Bureau yeBazi rePublic Security, pakupera kwaChikumi 2023, huwandu hwemotokari nyowani munyika yakasvika 16.2 miriyoni, inoverengera 4.9% yehuwandu hwehuwandu hwemotokari.Muhafu yekutanga yegore, 3.128 mamiriyoni emagetsi emagetsi matsva akanga achangobva kunyoreswa munyika yose, gore negore kuwedzera kwe41,6%, rekodhi yakakwirira.
Zvinoenderana neazvino data kubva kuChina Association of Automobile Manufacturers, muhafu yekutanga yegore, kugadzirwa uye kutengeswa kwemotokari nyowani munyika yangu yaive 3.788 miriyoni uye 3.747 miriyoni, zvichiteerana, kuwedzera kwe42,4% uye 44.1% gore. -pagore, uye chikamu chemusika chakasvika 28.3%;iyo yakawedzera kubuda kwemabhatiri emagetsi yaive 293.6GWh, Cumulative gore-pa-gore kukura kwe36.8%;kuwedzera kwekutengesa kwemabhatiri emagetsi kwakasvika 256.5GWh, kuwedzera kwegore negore kuwedzera kwe17.5%;yakawedzera kuiswa simba remabhatiri emagetsi aive 152.1GWh, kuwedzera kwegore negore kuwedzera kwe38.1%;zvekuchaja zvivakwa zvakawedzera ne1.442 miriyoni zvikamu.
Maererano nedatha kubva kuHurumende yeHurumende yeTaxation, muhafu yekutanga yegore, motokari itsva yemotokari yemotokari uye kuderedza mutero wengarava uye kuregererwa kwakasvika mamiriyoni 860 yuan, gore negore kuwedzera kwe41,2%;iyo itsva simba motokari yekutenga mutero mutero yakasvika 49.17 bhiriyoni yuan, gore-pa-gore kuwedzera kwe44.1%.
Panyaya yekuyeuka, data kubva kuState Administration for Market Regulation inoratidza kuti muhafu yekutanga yegore rino, maererano nekuyeuka kwemotokari yepamba, huwandu hwe80 kuyeuka hwakaitwa, hunosanganisira 2.4746 mamirioni emotokari.Pakati pavo, kubva pakuona kwemagetsi emagetsi matsva, 19 vagadziri vemotokari vakashandisa nhamba ye29 inoyeuka, inosanganisira 1.4265 mamiriyoni emotokari, iyo yakapfuura nhamba yose yemotokari itsva yemagetsi inoyeuka gore rapera.Muhafu yekutanga yegore rino, nhamba yose yemotokari itsva yemagetsi inoyeuka yakaverengera 58% yehuwandu hwehuwandu hwekuyeuka muhafu yekutanga yegore, inotora inenge 60%.
Nezvekutengesa kunze kwenyika, data kubva kuChina Association of Automobile Manufacturers inoratidza kuti muhafu yekutanga yegore, nyika yangu yakatumira kunze kwe534,000 motokari itsva dzemagetsi, gore negore kuwedzera kwe1,6 nguva;makambani emabhatiri emagetsi akatumira kunze 56.7GWh yemabhatiri uye 6.3GWh yemabhatiri ekuchengetedza simba.
Zvinoenderana nedata kubva kuGeneral Administration of Customs, muhafu yekutanga yegore, iyo yakazara kunze kwenyika "zvitatu zvitsva" zvigadzirwa, kureva, mota dzemagetsi dzinotakura vanhu, lithium mabhatiri, uye masero ezuva, akawedzera ne61.6%, achityaira. kukura kwese kwekunze ne1.8 muzana, uye indasitiri yegirini ine simba rakawanda.
Uye zvakare, iyo bhatiri network (mybattery) yakaverengerawo kudyara uye kuwedzera kweiyo yese yepamba bhatiri indasitiri cheni muhafu yekutanga yegore, kubatanidzwa uye kutora, kuisa hwaro, kugadzirwa kwekuyedza, uye kusaina kurongeka.Maererano nedata, maererano nehuwandu husina kukwana hwebhatiri network, muhafu yekutanga yegore, mapurojekiti ekuwedzera emari 223 akabatanidzwa muhuwandu, iyo 182 yakazivisa mari yekudyara, pamwe nemari yakawanda yekuwedzera. kupfuura 937.7 bhiriyoni yuan.Panyaya yekubatana uye kutora, muhafu yekutanga yegore, kunze kwechiitiko chekupera kwekutengeserana, pane zvinopfuura 33 nyaya dzine chokuita nekubatana uye kuwanikwa mumunda weti lithium bhatiri, iyo 26 yakazivisa mari yekutengeserana, pamwe nehuwandu. huwandu hunosvika mabhiriyoni 17.5 yuan.Muhafu yekutanga yegore, pakanga paine 125 nheyo dzekugadzira mapurojekiti, 113 ayo akazivisa mari yekudyara, ine huwandu hwemari inopfuura 521.891 bhiriyoni yeyuan, uye avhareji yemari ye4.619 bhiriyoni;62 kutongwa kugadzirwa uye kutumwa mapurojekiti, 45 akazivisa mari yekudyara, iyo yakazara Kupfuura 157.928 bhiriyoni Yuan, ine avhareji yekudyara 3.51 bhiriyoni yuan.Panyaya yekusaina kurongeka, muhafu yekutanga yegore, makambani emumba mabhatiri eindasitiri echeni akagamuchira huwandu hwemaodha makumi mashanu nesere kumba nekune dzimwe nyika, kunyanya yemabhatiri e-lithium, mabhatiri ekuchengetedza simba uye maodha emidziyo.
Panyaya yekuita, maererano nehuwandu hwebhatiri network, makambani akanyorwa mubhatiri itsva simba indasitiri cheni akaburitsa ruzivo rwekufanotaura kwehafu yekutanga yegore, zvichiratidza kuti muhafu yekutanga yegore, kuita kwe bhatiri rese remagetsi matsva indasitiri cheni yadzikira zvakanyanya, uye simba rekukura rakamira.Hunhu hunonyanya kuratidzwa mufekitori yebhatiri: mufaro wakasanganiswa uye kusuwa!Kukura kusina simba kunoderera;makambani emigodhi: performance dives!Huwandu uye mutengo wakapetwa kaviri kuuraya + mambure purofiti nepakati;Mutengesi wezvinhu: performance thunderstorm!Izvo zviviri zvakakura kurasikirwa mu lithium iron phosphate;fekitari yemidziyo: yakapetwa kaviri gore-pa-gore kukura!Kubudirira muhafu yekutanga yegore semudzidzi wepamusoro muindasitiri.Pazere, kuchine matambudziko kuseri kwemikana mubhatiri nyowani simba indasitiri cheni.Nzira yekuwana sei tsigiro yakasimba munzvimbo yakaoma yemusika uye maitiro ekusimudzira mhirizhonga anoramba achigadziriswa.
Mazuva mashoma apfuura, Passenger Federation yakataura kuti nhamba huru yezvigadzirwa zvitsva zvinokwikwidza ichatangwa mumusika mutsva wemagetsi muhafu yechipiri yegore, iyo inotarisirwa kuunza kukura kumusika mutsva wemagetsi muhafu yechipiri yegore. gore uye tsigira misika yose yekutengesa.
The Passenger Association inofanotaura kuti kutengesa kwekutengesa kwemotokari dzinotakura vanhu nenzira yakamanikana muna Chikunguru inotarisirwa kuve mamirioni 1.73, mwedzi-pamwedzi -8.6% uye gore-pagore -4.8%, iyo itsva magetsi ekutengesa. kutengesa kunenge 620,000 units, mwedzi-pa-mwedzi -6.8%, gore negore kuwedzera kwe27,5%, uye chiyero chekupinda chinenge 35,8%.
Tichitarisa kubva kune yaJuly data yakabudiswa nemagetsi matsva emagetsi mukutanga kweAugust, maererano nemasimba matsva ekugadzira motokari, muna July, huwandu hwekutakura hwemauto mashanu ekugadzira motokari hunopfuura 10,000 motokari.Kupfuura kaviri;Weilai Automobile yakaunza mota dzinopfuura zviuru makumi maviri, rekodhi yakakwirira;Leap Motors yakaunza 14,335 mota;Xiaopeng Motors yakaendesa 11,008 mota, ichisvika padanho idzva re10,000 mota;Nezha Motors yakaunza mota nyowani Kupfuura zviuru gumi;Skyworth Automobile yakaunza motokari itsva 3,452, ichitengesa motokari dzinopfuura zviuru zvitatu kwemwedzi miviri yakatevedzana.
Panguva imwecheteyo, makambani emotokari echinyakare arikumhanyisa kumbundira kwavo simba idzva.Muna July, SAIC Motor yakatengesa 91,000 itsva simba motokari muna July, ichienderera mberi nekukura kwakanaka kwemwedzi-pa-mwedzi kubva munaJanuary uye ichirova hutsva hutsva hwegore;Mwedzi nemwedzi kubudirira kwezvikamu zve45,000;Kutengeswa kweGeely Automobile yemotokari itsva yemagetsi yakasvika zvikamu zve41,014, hutsva hutsva hwegore, kuwedzera kwepamusoro pe28% gore negore;Kutengeswa kweChangan Automobile yemotokari itsva yemagetsi muna July yaiva 39,500 units, gore negore kuwedzera kwe62,8%;Kutengeswa kweGreat Wall Motors kwemotokari itsva dzinotakura vanhu 28,896 motokari, gore negore kuwedzera kwe163%;huwandu hwekutengesa kweCeles mota nyowani dzemagetsi yaive 6,934;Dongfeng Lantu Mota yakaunza 3,412 mota nyowani…
Changjiang Securities yakaratidza kuti kugadzirwa kwemotokari itsva dzemagetsi muhafu yechipiri yegore kunotarisirwa kudarika zvinotarisirwa.Kubva pakuona kwekuita kwekupedzisira, kudiwa kwazvino kuri kutora zvishoma nezvishoma, iyo inventory level iri muhutano hwakanaka, uye mutengo wemutengo wakadzikama.Munguva pfupi, mitemo uye misika yemisika ichavandudza, uye "hondo yemitengo" ichareruka.Nekudzoreredza kwehupfumi, simba idzva uye kudiwa kwakazara zvinotarisirwa kuwedzera kuvandudza;mhiri kwemakungwa kuenderera mberi mupiro wekukura-wepamusoro unowedzera, uye inventory inotarisirwa kupinda mumamiriro ekushanda kwakagadzikana.
Huaxi Securities akataura kuti maererano neiyo nyowani yemagetsi indasitiri yemagetsi, munguva pfupi, kuderedzwa kweiyo indasitiri yekare cheni kwanyanya pamusoro + kudzoreredza kwezvese kunotanga + mumwaka wepamusoro wepamusoro muhafu yechipiri yegore, zvese. zvinongedzo zvinotarisirwa kupinda muchikamu chekuwedzera kuburitsa.Munguva yepakati uye yakareba, sezvo simba rekufambisa kwemotokari itsva dzemagetsi ari kuchinja zvishoma nezvishoma kubva kudivi remitemo kuenda kudivi remusika, motokari itsva dzemagetsi dzakapinda munhanho yekukurumidza kupinda;mhiri kwemakungwa magetsi ane kutsunga kwakajeka, uye kuvandudzwa kwemotokari dzepasi rose dzesimba dzakawana resonance.
China Galaxy Securities Research Report yakataura kuti nguva yakasviba yadarika, kudiwa kwemagetsi matsva kwave nani, uye kubviswa kweiyo lithium bhatiri indasitiri chain kwapera.
Nguva yekutumira: Aug-25-2023