Nekubviswa kwerubatsiro rwehurumende nekudzimwa kwerubatsiro rwenzvimbo, mota nyowani dzesimba, dzanga dzichikwira, dzakadzvanya bhatani rekukura kwekutanga muna Chikunguru gore rino, uye mumwedzi miviri yakatevera, kutengesa kwakaderera nguva imwe neimwe.
Kugadzirwa uye kutengesa data yakaburitswa neChina Association of Automobile Manufacturers inoratidza kuti kubva muna Chikunguru kusvika Gunyana 2019, itsva simba rekutengesa mota mota dzaive 80,000, 85,000 uye 80,000 zvichiteerana, pasi 4.8%, 15.8% uye 33.9% zvichiteerana gore negore.
Yakakanganiswa nekuderera kwekutengesa kwemotokari itsva dzemagetsi, indasitiri yebhatiri yemagetsi, iyo "moyo" yemotokari itsva yemagetsi, yakatakura zvakanyanya.Zvinoenderana neyazvino data yakaburitswa neChina Automotive Power Battery Industry Innovation Alliance, munaGunyana gore rino, bhatiri renyika yangu rakaiswa simba rakakwana 4.0GWh, kuderera kwegore negore kwe30.9%.
Izvo zvinofanirwa kutaurwa kuti kukanganisa kwekuderedzwa kwerubatsiro uye kuderera kwekutengesa hakusi chete kuderera kwesimba rakaiswa, asiwo yakanyanya kudzvanywa pakupona kwemakambani ebheteri emagetsi.Sezvo Mo Ke, muongorori mukuru weChokwadi Lithium Research, akati, Kukanganiswa nekuderedzwa kwerubatsiro, kukwikwidza muindasitiri yemagetsi mabhatiri kuchawedzera zvakanyanya muna 2019.
Yakataura kuti nekuderera kwakanyanya kwezvibatsiro, makambani emotokari achadzikisa mitengo kune vanogadzira mabhatiri, uye purofiti yevagadziri vebhatiri ichaderera;chechipiri, nguva yeakaunti inogona kuwedzera, uye zvichange zvakaoma kumakambani asina simba remari kutsigira mhiri kwemakungwa mota dzemagetsi.Kune vanogadzira mabhatiri mana kana mashanu chete pamusika, uye musika wepamba unozopedzisira wafanana, paine makambani angangoita gumi asara.
Munzvimbo ino, ndeipi mamiriro ekupona emakambani emagetsi ebhatiri?Tinogona kukwanisa kuona izvi kubva kune yechitatu-kota performance performance yakaburitswa nemakambani mazhinji akanyorwa emagetsi ebhatiri.
CATL: Net purofiti yakadonha 7.2% gore-pa-gore muchikamu chechitatu
Munguva ichangopfuura, CATL (300750, Stock Bar) yakazivisa migumisiro yekota yechitatu ye2019. Mushumo wezvemari unoratidza kuti muzvikamu zvitatu zvekutanga, CATL yakawana mari ye32.856 bhiriyoni yuan, gore negore kuwedzera kwe71.7%;net profit yakaitwa nevanogovana yaive 3.464 bhiriyoni yuan, gore-pa-gore kuwedzera kwe45.65%.
Kuenzaniswa nehafu yekutanga yegore rino, CATL imwe-kota mari uye net purofiti kukura kwakadzikira muchikamu chechitatu.Chirevo chezvemari chinoratidza kuti muchikamu chechitatu chegore rino, mari yeCATL yaiva 12.592 bhiriyoni yuan, gore negore kuwedzera kwe28.8%;purofiti yakaitwa nevaridzi vemasheya yaive 1.362 bhiriyoni yeyuan, gore negore kudzikira kwe7.2%, uye purofiti mushure mekusabviswa kwakadzikira ne11.01% gore negore.
Ningde Times yakataura kuti chikonzero chikuru chekuwedzera kwegore-pagore mukuita kwekambani muzvikamu zvitatu zvekutanga ndechekuti nekukurumidza kusimudzira kweindasitiri yemotokari yemagetsi, kudiwa kwemusika kwemabhatiri emagetsi kwakawedzera zvichienzaniswa nenguva imwe chete. gore rapera;iyo kambani yakasimbisa kusimudzira kwemusika, yakaisa mari muchikamu chekutanga kuburitsa tambo yekugadzira tambo, uye yakagadzira uye kutengeswa zvinoenderana.kukurudzira.
Kuita kwekota yechitatu kwakadzikira gore negore.CATL yakataura kuti zvakakonzerwa nekudzikira kwemitengo yekutengesa yezvimwe zvigadzirwa uye kudzikira kwemari yepurofiti.Pamwe nekuwedzera kwekudyara kweR&D uye mari yekutonga mukota yechitatu, chikamu chemari mumari chakawedzera.
Guoxuan Hi-Tech: Net purofiti yakadonha ne12.25% muzvikamu zvitatu zvekutanga.
Musi wa29 Gumiguru, Guoxuan High-Tech (002074, Stock Bar) yakaburitsa mushumo wayo wechitatu wekota ye2019, ikawana mari yekushandisa ye1.545 bhiriyoni yeyuan, gore-pa-gore kuwedzera kwe3.purofiti yakaitika kune vanogovana makambani akanyorwa yaive 227 miriyoni yuan, gore-pa-gore kuwedzera kwe17.22%;Pundutso yeNet yakapihwa nevanogovana vemakambani akanyorwa, tisingabatanidzi mibairo isingadzokeri uye kurasikirwa, yaive 117 miriyoni yuan, gore-pa-gore kudzikira kwe14.13%;mari zhinji pagoro rimwe chete yaiva 0.20 yuan.
Muzvikamu zvitatu zvekutanga, mari yekushanda yaiva 5.152 bhiriyoni yuan, gore negore kuwedzera kwe25.75%;purofiti yakaitika kune vanogovana makambani akanyorwa yaive 578 miriyoni yuan, gore-pa-gore kudzikira kwe12.25%;net profit yakaitwa nevane shareholders emakambani akanyorwa kusingasanganisire kusingadzokororwe kuwana uye kurasikirwa kwaive 409 miriyoni yuan., gore negore kuwedzera kwe2,02%;mari yakawedzerwa pachikamu chimwe nechimwe yaiva 0.51 yuan.
DOF: Net purofiti yakadonha 62% gore-pa-gore muchikamu chechitatu
Munguva pfupi yapfuura, chirevo chechitatu chekota cha2019 chakaburitswa naDuofludo (002407, Stock Bar) chakaratidza kuti muzvikamu zvitatu zvekutanga zvegore rino, kambani yakawana mari yekushandisa inosvika 2.949 bhiriyoni yuan, gore-pa-gore kuwedzera kwe10.44%. uye purofiti yakawanikwa kune vanogovana vemakambani akanyorwa yaive 97.6393 miriyoni yuan, gore-pa-gore kuwedzera kwe97.6393 miriyoni yuan.Yakadonha ne42.1%, uye kudzikira kwakawedzera zvichienzaniswa nenguva yakafanana gore rapfuura.
Pakati pavo, mari yekambani mukota yechitatu yaive ingangoita bhiriyoni 1.0 yuan, kuwedzera kudiki kwe2.1% zvichienzaniswa nenguva yakafanana gore rapfuura;purofiti yekambani iyi yaive ingangoita mamirioni gumi nemana eyuan, kuderera kukuru kwe62% zvichienzaniswa nenguva yakafanana gore rapfuura.Net profit yadonha 6 dzakateedzana kota.
Duofudo anofungidzira kuti purofiti yekambani muna 2019 ichave pakati pemamiriyoni gumi nematatu eyuan ne19.5 miriyoni yuan, kudzikira kwe70.42% -80.28%.Gore rakapera purofiti yaive 65.9134 miriyoni yuan.
VaDofluoro vakati mumushumo wavo wezvemari kuti chikonzero chikuru chekudzikira kwepurofiti kwaive kudzikira kwekubatsira kwezvigadzirwa zvemunyu wefluoride uye njodzi yakawedzera yemaakaundi emotokari yemagetsi matsva anogamuchirwa.Chirevo chinoratidza kuti maakaundi aDuofuo anogamuchirwa akasvika 1.3 bhiriyoni yuan muzvikamu zvitatu zvekutanga.
Xinwangda: Net purofiti mukota yechitatu yakawedzera ne31.24% gore-pa-gore kusvika 273 miriyoni yuan.
Gwaro rezvemari ra2019 reXinwanda rechitatu rinoratidza kuti kubva muna Chikunguru kusvika Gunyana gore rino, Xiwanda (300207, Stock Bar) yakawana mari yekushandisa ye6.883 bhiriyoni yeyuan, kuwedzera kwe23.94% panguva imwe cheteyo gore rapfuura;net profit yaive 273 miriyoni yuan, kuwedzera kwe31.24% panguva imwecheteyo gore rapfuura..
Kubva muna Ndira kusvika munaGunyana, Xinwangda yakawana mari yekushandisa inosvika 17.739 bhiriyoni yeyuan, kuwedzera kwe35.36% panguva imwe chete gore rapfuura;net profit yaive 502 miriyoni yuan, kuwedzera kwe16.99% panguva imwecheteyo gore rapfuura.
Sunwanda akati kuwedzera kwemari yekushandisa muzvikamu zvitatu zvekutanga kwakakonzerwa zvakanyanya nekuwedzera kwemaodha evatengi kana zvichienzaniswa nenguva yakafanana gore rapfuura.Panguva imwecheteyo, mari yayo yekushandisa, manejimendi ekutengesa uye mamwe mari yakawedzerawo.Zvakakosha kuziva kuti kubva muna Ndira kusvika Gunyana gore rino, mari yeR&D yeSunwanda yakasvika 1.007 bhiriyoni yeyuan, kuwedzera kwe61.23% panguva imwe cheteyo gore rapfuura.
MunaGunyana gore rino, Sunwanda yakapinda pakati pemabhatiri emagetsi mashanu epamusoro, ari kumashure kweCATL, BYD, AVIC Lithium Battery neGuoxuan High-Tech, ikawana kukura kwakakura-pagore kwe2329.11%.Kubva munaNdira kusvika Gunyana, huwandu hwayo hwakaiswa hwemabhatiri emagetsi hwasvika 424.35MWh.
Yiwei Lithium Energy: Muchikamu chechitatu, yakawedzera ne199.23% gore-pa-gore kusvika 658 miriyoni yuan.
Nguva pfupi yadarika, Yiwei Lithium Energy (300014, Stock Bar) yakaburitsa chirevo chayo chetatu chegore ra2019. Chirevo ichi chinoratidza kuti muchikamu chechitatu che2019, kambani yakawana mari yekushandisa inosvika 2.047 bhiriyoni yuan, gore negore kuwedzera kwe81.94% ;net purofiti inokonzerwa nevanogovana vemakambani akanyorwa 658 miriyoni yuan, gore-pa-gore kuwedzera kwe199.23%.
Muzvikamu zvitatu zvekutanga, kambani yakawana mari yekushandisa ye4.577 bhiriyoni yuan, gore negore kuwedzera kwe52.12%;mambure purofiti ye1.159 bhiriyoni yuan, gore-pa-gore kuwedzera kwe205.94%;uye mihoro pachikamu che1.26 yuan.
Yiwei Lithium Energy yakataura mumushumo wayo wezvemari kuti kukura kwakakura kwemubereko panguva yekutaura kwakakonzerwa nezvikonzero zvinotevera: ① Kudiwa kwemabhatiri e lithium primary uye SPC yeETC uye smart metres kwawedzera, kutumirwa kwakapetwa kaviri, chigadzirwa chakawedzera purofiti. muganho wakawedzera, uye purofiti ine mambure ekuvandudza kwakakosha;② Diki lithium-ion bhatiri kugadzirwa zvakanaka kwave nani, uye pundutso yakawedzerwa;③ Kuburitswa kwakarongeka kwesimba rekugadzira bhatiri kwakasimudzira kukura kwekuita uye pundutso;④ Kuita kweanoshamwaridzana kambani McQuay kwawedzera.
Parizvino, Yiwei's lithium simba bhatiri rekugadzira bhatiri inosvika 11GWh, kusanganisira 4.5GWh yemabhatiri esquare lithium iron, 3.5GWh yemabhatiri ecylindrical ternary, 1.5GWh yemabhatiri esquare ternary, uye 1.5GWh yemabhatiri akapfava eternary.Zvinoenderana nedata kubva kuPower Battery Application Branch, kubva munaNdira kusvika Gunyana 2019, Yiwei Lithium Energy yakawana huwandu hwe907.33MWh yesimba rakaiswa bhatiri remagetsi, kuwedzera kwegore-pagore kwe48.78%, kuverengera 2.15% yehuwandu hwemba. yakaiswa simba panguva imwe cheteyo, iri pachishanu muindasitiri.
Penghui Energy: Net purofiti mukota yechitatu yakawedzera ne17.52% gore-pa-gore kusvika 134 miriyoni yuan.
Penghui Energy's yechitatu kota chirevo che2019 inoratidza kuti panguva yekubika, kambani yakawana mari yekushandisa ye1.049 bhiriyoni yuan, gore-pa-gore kuwedzera kwe29.73%;purofiti yakaitika kune vanogovana makambani akanyorwa yaive 134 miriyoni yuan, gore-pa-gore kuwedzera kwe17.52%;Mari yepurofiti mushure mekusabatanidza kusingadzokororwe kuwana uye kurasikirwa kwaive 127 miriyoni yuan, gore-pa-gore kuwedzera kwe14.43%;chikamu chimwe nechimwe chikamu chaisvika 0.47 yuan.
Muzvikamu zvitatu zvekutanga, Penghui Energy (300438, Stock Bar) yakawana mari yose yekushanda ye2.495 bhiriyoni yuan, gore negore kuwedzera kwe40.94%;purofiti yakaitwa nevanogovana vemakambani akanyorwa yaive 270 miriyoni yuan, gore negore kuwedzera kwe0.27%;tisingasanganisire isiri- Net purofiti kubva kunowanikwa zvakare uye kurasikirwa yaive 256 miriyoni yuan, gore-pa-gore kuwedzera kwe18.28%;mari yakawedzerwa pachikamu chimwe nechimwe yaiva 0.96 yuan.
Nguva yekutumira: Zvita-18-2023