CATL yakazivisa mushure mekunge musika wavhara kuti kambani inoronga kuisa mari muHungarian Era nyowani simba bhatiri indasitiri base purojekiti muDebrecen, Hungary, nemari yakazara isingapfuure 7.34 bhiriyoni euros (yakaenzana neRMB 50.9 bhiriyoni).Iyo yekuvaka yemukati ndeye 100GWh simba bhatiri system yekugadzira mutsara.Nguva yose yekuvaka inotarisirwa kusapfuura mwedzi 64, uye chivako chekutanga chefekitari chichavakwa muna 2022 mushure mekuwana mvumo yakakodzera.
Nezve CATL (300750) sarudzo yekuvaka fekitori muHungary, munhu akakodzera anotarisira kambani nguva pfupi yadarika akaudza vatori venhau kubva kuAssociated Press kuti indasitiri yemuno ine zvivakwa zvakanaka zvekutsigira uye yakanakira kutengwa kwezvinhu zvebhatiri.Inowanikwawo mumoyo weEurope uye yakaunganidza nhamba huru yemakambani emotokari, iyo yakanakira CATL panguva yakakodzera.Pindura kune zvinodiwa nevatengi.Nzvimbo yakanaka yeguta yakapawo rubatsiro rwakakura rwekusimudzira kwekudyara kweCATL nekuvakwa kwemafekitori muHungary.
Zvinoenderana nenhau dzichangoburwa kubva kuCATL WeChat yeruzhinji account, nzvimbo yeindasitiri iri kumaodzanyemba kwemaindasitiri paki yeDebrecen, guta riri kumabvazuva kweHungary, inofukidza nzvimbo ye221 mahekita.Iri padyo nemaOEM eMercedes-Benz, BMW, Stellantis, Volkswagen nevamwe vatengi.Ichagadzira mota dzekuEurope.Vagadziri vanogadzira masero ebhatiri uye zvigadzirwa zvemodule.Pamusoro pezvo, Mercedes-Benz ichava mutengi mutsva wekutanga uye mukuru pane yayo yekutanga kugadzira.
Iyi zvakare fekitori yechipiri yakavakwa neCATL muEurope mushure mefekitori yekuGermany.Zvinonzwisisika kuti Ningde Times parizvino ine gumi mabhesi makuru ekugadzira munyika, uye kune imwe chete mhiri kwemakungwa muThuringia, Germany.Fekitori yakatanga kuvakwa muna Gumiguru 18, 2019, iine hurongwa hwekugadzira huwandu hwe14GWh.Yakawana rezinesi rekugadzira bhatiri re8GWH.Parizvino, Iri muchikamu chekuisa michina uye yekutanga batch yemabhatiri ichadonha kubva pamutsetse wekugadzira pamberi pekupera kwa2022.
Zvinoenderana nedatha yemwedzi nemwedzi yakaburitswa neChina Automotive Power Battery Industry Innovation Alliance muna Nyamavhuvhu 11, bhatiri rese remagetsi rakaiswa simba rakasvika 24.2GWh muna Chikunguru, gore negore kuwedzera kwe114.2%.Pakati pavo, CATL inomira zvakasimba pakati pemakambani emagetsi emagetsi emagetsi maererano nehuwandu hwemotokari yakaiswa, ine vhoriyamu yemotokari yakaiswa inosvika 63.91GWh kubva munaNdira kusvika Chikunguru, ine chikamu chemusika che47.59%.BYD iri pachinzvimbo chechipiri nechikamu chemusika che22.25%.
Zvinoenderana nenhamba kubva kuAdvanced Industrial Research Institute (GGII), kugadzirwa kwemotokari nyowani yemagetsi kunotarisirwa kusvika mamiriyoni matanhatu ezvikamu muna 2022, iyo inofambisa kutakura kwebhatiri remagetsi kudarika 450GWh;kugadzirwa kwemotokari itsva yepasi rose uye kutengesa kuchapfuura mamirioni 8.5, ayo achatyaira kutumirwa kwebhatiri remagetsi.Nekuda kunodarika 650GWh, China icharamba iri musika mukuru webhatiri remagetsi pasi rose;nekuchengetedza fungidziro, GGII inotarisira kutumirwa kwebhatiri repasi rose kusvika 1,550GWh ne2025, uye inotarisirwa kusvika 3,000GWh muna 2030.
Sekureva kwetsvakiridzo yakaitwa neYingda Securities musi waChikumi 24, CATL yakaisa mabhesi gumi ekugadzira pasi rose uye ine mubatanidzwa nemakambani emotokari kugadzira huwandu hwakarongwa hwekugadzira hunopfuura 670GWh.Nechigadziko cheGuizhou, Xiamen base uye vamwe vachitanga kuvaka imwe mushure meimwe, zvinotarisirwa kuti huwandu hwekugadzira huchapfuura 400Gwh pakupera kwa2022, uye huwandu hwegore hunobudirira hwekutakura huchapfuura 300GWh.
Zvichienderana nefungidziro yelithium bhatiri kudiwa kunotungamirwa nekubuda kwemusika wepasi rose simba remotokari uye simba rekuchengetera magetsi, Yingda Securities inofunga kuti CATL yepasi rose bhatiri inotakura ine 30% yemusika.Zvinotarisirwa kuti CATL's lithium bhatiri kutengesa muna 2022-2024 ichasvika 280GWh/473GWh zvichiteerana./590GWh, iyo magetsi ekutengesa bhatiri aive 244GWh/423GWh/525GWh zvichiteerana.
Kana kupihwa kwezvinhu zvakatanga kukwira mushure me2023, mitengo yebhatiri inozogadzirisa ichidzika.Inofungidzirwa kuti mutengo wekutengesa wesimba uye simba rekuchengetedza mabhatiri kubva 2022 kusvika 2024 ichava 0.9 yuan/Wh, 0.85 yuan/Wh, uye 0.82 yuan/Wh zvichiteerana.Mari yemabhatiri emagetsi ichave 220.357 bhiriyoni yuan, 359.722 bhiriyoni yuan, uye 431.181 bhiriyoni yuan zvichiteerana.Mareshiyo ari 73.9%/78.7%/78.8% zvichiteerana.Kukura kwesimba rebhatiri mari inotarisirwa kusvika 140% gore rino, uye chiyero chekukura chichatanga kuderera mumakore 23-24.
Vamwe vanhu vari muindastiri vanotenda kuti CATL parizvino iri pasi pe "dzvinyiriro yakawanda."Kubva pamaonero eiyo yakaiswa yega, CATL ichiri yakabata "yepamusoro nzvimbo" mudzimba remagetsi bhatiri track ine mukana wakakura.Zvisinei, kana tikatarisa mugove wemusika, Zvinoita sekuti zvikomborero zvaro zviri kupera zvishoma nezvishoma.
Yakakodzera data inoratidza kuti muhafu yekutanga ya2022, kunyangwe CATL yakawana chikamu chemusika che47.57%, yakadzikira ne1.53pct zvichienzaniswa ne49.10% panguva imwe chete gore rapfuura.Kune rimwe divi, BYD (002594) neSino-Singapore Airlines vane mugove wemusika we47.57%.Kubva pa14,60% ne6,90% munguva imwe cheteyo gore rapfuura, vakawedzera kusvika pa21,59% uye 7,58% muhafu yekutanga yegore rino.
Mukuwedzera, CATL yakanga iri mudambudziko re "kuwedzera mari pasina kuwedzera purofiti" muchikamu chekutanga chegore rino.Mari yekuwana mukota yekutanga yegore rino yaive 1.493 bhiriyoni yuan, gore-pa-gore kuderera kwe23.62%.Aka ndekekutanga kunyorwa kweCATL kubva pakunyorwa kwayo muna Chikumi 2018. , chikamu chekutanga umo mubairo wakadonha gore-negore, uye gross profit margin yakadonha kusvika 14.48%, yakaderera pamakore maviri.
Nguva yekutumira: Nov-09-2023