Muna 2023, bhatiri reChina indasitiri yesimba idzva rakawedzera kuumba indasitiri yakazara kubva kumusoro kwechicherwa chemigodhi, yepakati bhatiri kugadzirwa kwezvinhu uye kugadzira mabhatiri, kudzika pasi mota nyowani dzesimba, kuchengetedza simba, uye mabhatiri evatengi.Iyo yakaramba ichigadzira inotungamira mabhenefiti muhukuru hwemusika uye tekinoroji level, uye inoenderera mberi nekusimudzira kukurumidza kusimudzira kwebhatiri nyowani simba indasitiri.
Panyaya yemabhatiri emagetsi, sekureva kwe "White Pepa paKukudziridzwa kweChina New Energy Vehicle Power Battery Indasitiri (2024)" yakaburitswa pamwe chete nemasangano ekutsvagisa EVTank, Ivy Economic Research Institute, uye China Battery Industry Research Institute, iro repasi rose bhatiri remagetsi. vhoriyamu yekutakura yakasvika 865.2GWh muna 2023, kuwedzera kwegore-pagore kwe26.5%.Zvinotarisirwa kuti panosvika 2030, iyo yepasi rose simba rekutakura bhatiri vhoriyamu ichasvika 3368.8GWh, inosvika katatu nzvimbo yekukura zvichienzaniswa ne2023.
Panyaya yekuchengetwa kwesimba, maererano nedata kubva kuNational Energy Administration, iyo ichangobva kuisirwa simba muna 2023 yaive ingangoita 22.6 miriyoni kilowatts / 48.7 miriyoni kilowatt maawa, kuwedzera kweanopfuura 260% zvichienzaniswa nekupera kwa2022 uye kanenge kagumi pakaiswa. kugona pakupera kweChirongwa cheMakore mashanu echi13.Pamusoro pezvo, matunhu mazhinji ari kusimudzira kuvandudzwa kwesimba idzva rekuchengetedza, neiyo yakaiswa inodarika miriyoni imwe kilowatts mumatunhu gumi nerimwe (matunhu).Kubva paChirongwa cheMakore Mashanu chegumi nemana, kuwedzera kwesimba idzva rekuchengetera magetsi kwakafambisa zvakananga mari yehupfumi inodarika bhiriyoni zana remayuan, zvichiwedzera kuwedzera kumusoro nekudzika kwemaindasitiri, uye kuve simba idzva rekusimudzira hupfumi hweChina.
Panyaya yemotokari nyowani dzemagetsi, data reEVTank rinoratidza kuti kutengesa kwepasirese kwemotokari nyowani kwakasvika 14.653 miriyoni zvikamu muna 2023, gore negore kuwedzera kwe35.4%.Pakati pavo, kutengesa kwemotokari itsva dzemagetsi muChina kwakasvika mamiriyoni 9.495 ezvikamu, zvichiita 64,8% yekutengesa kwepasi rose.EVTank inofanotaura kuti kutengesa kwepasirese kwemotokari nyowani kuchasvika 18.3 miriyoni muna 2024, iyo 11.8 miriyoni ichatengeswa muChina, uye 47 miriyoni ichatengeswa pasi rose ne2030.
Zvinoenderana nedata reEVTank, muna 2023, zvichibva pamakwikwi emakambani makuru emagetsi emagetsi epasi rose, CATL yakamira pekutanga nehuwandu hwekutumira hunodarika mazana matatu neshanu GWh, ine chikamu chemusika wepasi rose che35.7%.BYD iri pachinzvimbo chechipiri nechikamu chemusika wepasi rose che14.2%, ichiteverwa nekambani yekuSouth Korea LGES, ine chikamu chemusika chepasi rose che12.1%.Panyaya yehuwandu hwekutakura kwemabhatiri ekuchengetedza simba, CATL inotungamira pasi rose ine chikamu chemusika che34.8%, ichiteverwa neBYD neYiwei Lithium Energy.Pakati pemakambani gumi epamusoro ekutakura pasi rose muna 2023, Ruipu Lanjun, Xiamen Haichen, China Innovation Airlines, Samsung SDI, Guoxuan High tech, LGES, uye Penghui Energy inosanganisirwawo.
Kunyangwe China yakawana zvakatevedzana zvinokatyamadza muindasitiri yebhatiri uye simba idzva, tinofanirawo kuziva matambudziko akasiyana akatarisana nebudiriro yeindasitiri.Mugore rapfuura, nekuda kwezvinhu zvakaita sekudzikira kwerubatsiro rwenyika kumotokari dzemagetsi matsva uye hondo yemitengo muindasitiri yemotokari, chiyero chekukura kwekudzika kudiwa kwemotokari dzesimba idzva kwadzikira.Mutengo welithium carbonate wakadzikirawo kubva pa500000 yuan/ton pakutanga kwa2023 kusvika pa100000 yuan/ton pakupera kwegore, zvichiratidza maitiro ekuchinja kwakanyanya.Iyo lithium bhatiri indasitiri iri mune yakarongeka yakawedzera mamiriro kubva kumusoro kwezvicherwa kusvika pakati pemvura zvinhu uye kudzika mabhatiri.
Nguva yekutumira: May-11-2024