N'oge na-adịbeghị anya, CINNO Research weputara data kachasị ọhụrụ.Site na Jenụwarị ruo June 2023, ntinye ego ọrụ ike ọhụrụ nke China ruru puku ijeri yuan 5.2 (gụnyere Taiwan), ụlọ ọrụ ike ọhụrụ abụrụla mpaghara ntinye ego maka ụlọ ọrụ teknụzụ na-apụta.
Site n'echiche nke esịtidem isi obodo ndakpọ, si January ka June 2023, ego ego na China (gụnyere Taiwan) ọhụrụ ume ụlọ ọrụ tumadi eruba na ifufe ike photovoltaics, na ihe ego nke banyere 2.5 trillion yuan, aza maka banyere 46.9%;mkpokọta ego na batrị lithium ego a bụ 1.2 trillion yuan, na-aza ihe dịka 22.6%;ngụkọta ego na nchekwa nchekwa ike bụ 950 ijeri yuan, na-aza ihe dị ka 18.1%;ngụkọta ego etinyere na ike hydrogen karịrị ijeri yuan 490, na-aza ihe dịka 9.5%.
Site n'echiche nke ụlọ ọrụ ntinye ego atọ bụ isi, fotovoltaics ike ikuku, batrị lithium na nchekwa ike bụ ụlọ ọrụ ntinye ego atọ dị na ụlọ ọrụ ike ọhụrụ.Site na Jenụwarị ruo June 2023, ego itinye ego na fotovoltaic na China (gụnyere Taiwan) na-agbadata na sel fotovoltaic, ebe ego itinye ego nke ikuku na-agbadata na ọrụ ọrụ ike ikuku;Ego ntinye ego batrị lithium na-agbadata na modul batrị lithium na ngwugwu;Ego ntinye ego nchekwa ike na-agbadata na ebe nchekwa nwere ike.
Site n'echiche nke nkesa ala, ego itinye ego na ụlọ ọrụ ike ọhụrụ bụ nke a na-ekesa na Mongolia Inner, Xinjiang na Jiangsu, na mkpokọta mpaghara atọ ahụ bụ ihe dịka 37.7%.N'ime ha, Xinjiang na N'ime Mongolia eritewo uru site na-ewu nke ifufe-anyanwụ bases na ike isi oru ngo, na nwere dịtụ nnukwu ngwaahịa nke fotovoltaic arụnyere ikike, na tụnyere na-ekesa, ha na-tumadi centralized.
Dabere na data ọhụrụ nke ụlọ ọrụ nyocha South Korea SNE Research wepụtara, na ọkara mbụ nke 2023, nrụnye batrị ọhụrụ edebanyere aha ga-abụ 304.3GWh, mmụba kwa afọ nke 50.1%.
N'ikpe ikpe sitere na ụlọ ọrụ TOP10 nwere nrụnye batrị zuru ụwa ọnụ na ọkara mbụ nke afọ, ụlọ ọrụ China ka na-enwe oche isii, ya bụ Ningde Times, BYD, China Innovation Aviation, EVE Lithium Energy, Guoxuan Hi-Tech na Sunwoda, nwere ahịa zuru oke. gbanwere +62.6%.
Kpọmkwem, na ọkara mbụ nke afọ, Ningde Times nke China họọrọ nke mbụ na oke ahịa nke 36.8%, na ntinye batrị ya mụbara site na 56.2% kwa afọ ruo 112GWh;Oke ahịa na-esochi anya n'azụ;Olu nrụnye batrị nke Zhongxinhang mụbara site na 58.8% kwa afọ ruo 13GWh, ọkwa nke isii nwere oke ahịa nke 4.3%;EVE lithium ike batrị ntinye olu mụbara site na 151.7% afọ na 6.6GWh , họọrọ 8th na òkè ahịa nke 2.2%;Olu nrụnye batrị Guoxuan Hi-Tech mụbara site na 17.8% kwa afọ ruo 6.5GWh, ọkwa 9th nwere oke ahịa nke 2.1%;Mpịakọta batrị nke Sunwoda kwa afọ Ọ gbagoro site na 44.9% ruo 4.6GWh, ọkwa nke 10 nwere oke ahịa nke 1.5%.N'ime ha, na ọkara mbụ nke afọ, ikike arụnyere nke BYD na Yiwei batrị lithium-energy na-enweta uto okpukpu atọ kwa afọ.
Netwọk batrị ahụ chọpụtara na n'ihe gbasara òkè ahịa, n'ime nrụnye batrị 10 zuru ụwa ọnụ na ọkara mbụ nke afọ, òkè ahịa nke ụlọ ọrụ China anọ CATL, BYD, Zhongxinhang, na Yiwei Lithium Energy nwetara otu afọ na afọ. uto.Sunwoda jụrụ.N'ime ụlọ ọrụ Japan na Korea, òkè ahịa LG New Energy ka dị larịị ma e jiri ya tụnyere otu oge ahụ n'afọ gara aga, ebe Panasonic, SK on, na Samsung SDI niile hụrụ mbelata ahịa ahịa kwa afọ na ọkara mbụ nke afọ.
Na mgbakwunye, Ministry of Industry and Information Technology kwupụtara ọrụ nke ụlọ ọrụ batrị lithium-ion na ọkara mbụ nke 2023, na-egosi na na ọkara mbụ nke 2023, ụlọ ọrụ batrị lithium-ion nke obodo m ga-anọgide na-eto eto.Dabere na ọkwa ọkwa ụlọ ọrụ mgbasa ozi ụlọ ọrụ na mkpokọta ụlọ ọrụ ụlọ ọrụ, mmepụta batrị lithium nke mba na ọkara mbụ nke afọ karịrị 400GWh, mmụba nke ihe karịrị 43% kwa afọ, yana ego enwetara nke ụlọ ọrụ batrị lithium. ọkara mbụ nke afọ ruru ijeri yuan 600.
N'ihe banyere batrị lithium, mmepụta nke batrị nchekwa ike na ọkara mbụ nke afọ karịrị 75GWh, na ike arụnyere nke batrị ike maka ụgbọ ala ume ọhụrụ bụ ihe dịka 152GWh.Uru mbupụ nke ngwaahịa batrị lithium mụbara site na 69% kwa afọ.
N'ime ọkara mbụ nke afọ, ihe mmepụta nke cathode, ihe anode, separators, na electrolytes dị ihe dị ka nde tọn 1, tọn 670,000, 6.8 ijeri square mita, na tọn 440,000, n'otu n'otu.
N'ime ọkara mbụ nke afọ, mmepụta nke lithium carbonate na lithium hydroxide ruru 205,000 tọn na tọn 140,000 n'otu n'otu, na nkezi ọnụ ahịa batrị lithium carbonate na batrị ọkwa lithium hydroxide (ezigbo ntụ ntụ) na ọkara mbụ nke ọkara. afọ bụ 332,000 yuan/ton na 364,000 yuan/ton n'otu n'otu.Tọn.
N'ihe banyere mbupu electrolyte, "White Paper on Development of China's Lithium-ion Battery Electtrolyte Industry (2023)" nke ụlọ ọrụ nyocha EVTank, Evie Economic Research Institute na China Battery Industry Research Institute wepụtara na-egosi na na ọkara mbụ nke afọ. , China lithium-ion batrị electrolyte Mbupu olu bụ 504,000 ton, na ahịa size bụ 24.19 ijeri yuan.EVTank buru amụma na mbupu electrolyte China ga-eru nde tọn 1.169 na 2023.
N'ihe banyere batrị sodium-ion, n'ime ọkara mbụ nke afọ, batrị sodium-ion enwetala nsonaazụ na-aga n'ihu na nyocha ngwaahịa na mmepe, mmepụta ikike mmepụta, mmepụta ihe mmepụta ihe, nkwenye ndị ahịa, mmụba nke ọnụego mkpụrụ, na nkwalite ngosi. oru ngo.Dị ka data sitere na "White Paper on Development of China's Sodium-ion Battery Industry (2023)" nke ụlọ ọrụ nyocha EVTank, Evie Economic Research Institute na China Battery Industry Research Institute weputara, na njedebe nke June 2023, ikike mmepụta ihe raara onwe ya nye. batrị sodium-ion nke etinyere na mmepụta mba niile eruola 10GWh, mmụba nke 8GWh ma e jiri ya tụnyere njedebe nke 2022.
Dị ka data sitere na National Energy Administration, na ọkara mbụ nke afọ, ike arụnyere ọhụrụ etinyere n'ọrụ bụ ihe dị ka nde 8.63 kW / 17.72 kWh, nhata na mkpokọta arụnyere na afọ ndị gara aga.Site n'echiche nke ntinye ego, dabere na ọnụ ahịa ahịa ugbu a, ntinye ọhụrụ etinyere n'ọrụ nchekwa nchekwa ume ọhụrụ na-eme ka ntinye ego nke karịrị ijeri yuan 30.Ka ọ na-erule njedebe nke June 2023, ikike arụnyere arụnyere nke ọrụ nchekwa ike ọhụrụ arụrụ ma tinye n'ọrụ n'ofe mba ahụ karịrị nde 17.33 kW/35.8 kWh, yana nkezi oge nchekwa ike bụ awa 2.1.
Dị ka data sitere na Traffic Management Bureau nke Ministry of Public Security, na njedebe nke June 2023, ọnụ ọgụgụ ụgbọ ala ike ọhụrụ na mba ahụ ruru nde 16.2, na-aza 4.9% nke ọnụ ọgụgụ ụgbọ ala.N'ime ọkara mbụ nke afọ, ụgbọ ala ume ọhụrụ 3.128 ka edebanyere aha ọhụrụ na mba niile, mmụba kwa afọ nke 41.6%, ihe ndekọ dị elu.
Dị ka data ọhụrụ sitere na China Association of Automobile Manufacturers, na ọkara mbụ nke afọ, mmepụta na ire ụgbọ ala ike ọhụrụ na mba m bụ 3.788 nde na 3.747 nde, n'otu n'otu, mmụba nke 42.4% na 44.1% afọ. -na-afọ, na òkè ahịa ruru 28.3%;nchikota nke batrị ike bụ 293.6GWh, ngụkọta afọ na-eto eto nke 36.8%;ngụkọta ahịa nke batrị ike ruru 256.5GWh, mmụba nke afọ n'afọ nke 17.5%;ike arụnyere arụnyere nke batrị ike bụ 152.1GWh, mmụba n'afọ n'afọ nke 38.1%;akụrụngwa ịkwụ ụgwọ ji nkeji 1.442 mụbara.
Dị ka data sitere na nchịkwa ụtụ isi nke steeti, na ọkara mbụ nke afọ, ụgbọ ala ike ọhụrụ na mbelata ụtụ isi ụgbọ mmiri na nkwụsịtụ ruru 860 nde yuan, mmụba nke afọ na 41.2% kwa afọ;Mpụpụ ụtụ isi ụgbọ ala ịzụrụ ike ọhụrụ ruru ijeri yuan 49.17, mmụba kwa afọ nke 44.1%.
N'ihe banyere ncheta, data sitere na State Administration for Market Regulation na-egosi na n'ime ọkara mbụ nke afọ a, n'ihe gbasara ụgbọ ala ụlọ, a na-emejuputa ihe ncheta 80, gụnyere ụgbọ ala 2.4746.N'ime ha, site n'echiche nke ụgbọ ala ume ọhụrụ, ndị na-emepụta ụgbọ ala 19 emejuputala ngụkọta nke ncheta 29, gụnyere ụgbọ ala nde 1.4265, nke karịrị ọnụ ọgụgụ ụgbọ ala ume ọhụrụ na-echeta n'afọ gara aga.Na ọkara mbụ nke afọ a, ngụkọta ọnụ ọgụgụ nke ụgbọ ala ume ọhụrụ na-echeta bụ 58% nke ngụkọta ọnụ ọgụgụ nke ncheta na ọkara mbụ nke afọ, na-aza ihe fọrọ nke nta ka ọ bụrụ 60%.
N'ihe gbasara mbupụ, data sitere na China Association of Automobile Manufacturers na-egosi na na ọkara mbụ nke afọ, obodo m na-ebupụ ụgbọ ala ike ọhụrụ 534,000, mmụba nke afọ nke 1.6 kwa afọ;Ụlọ ọrụ batrị na-ebupụ batrị 56.7GWh na 6.3GWh nke batrị nchekwa ike.
Dị ka data sitere na General Administration of Customs, na ọkara mbụ nke afọ, ngụkọta mbupụ nke ngwaahịa "atọ ọhụrụ" nke obodo m, ya bụ, ụgbọ ala ndị njem eletrik, batrị lithium na sel anyanwụ, mụbara site na 61.6%, ịnya ụgbọ ala. uto mbupụ n'ozuzu site na pasent 1.8, ụlọ ọrụ ndụ ndụ na-enwekwa nnukwu ọkụ.
Na mgbakwunye, netwọk batrị (mybattery) gụkwara itinye ego na mgbasawanye nke yinye ụlọ ọrụ batrị ụlọ n'ime ọkara mbụ nke afọ, mergers na nnweta, ịtọ ntọala, mmepụta nnwale na ntinye aka.Dị ka data ahụ si kwuo, dị ka ọnụ ọgụgụ na-ezughị ezu nke netwọk batrị ahụ, na ọkara mbụ nke afọ, ngụkọta nke ọrụ mgbasawanye ego 223 gụnyere na ọnụ ọgụgụ, nke 182 kwuputara ego ntinye ego, na ngụkọta ego nke ihe ndị ọzọ. karịa 937.7 ijeri yuan.N'ihe banyere mergers na nnweta, na ọkara mbụ nke afọ, ewezuga ihe omume nke nkwụsị azụmahịa, e nwere ihe karịrị 33 ikpe metụtara mergers na nnweta na batrị lithium batrị, nke 26 kwupụtara ego azụmahịa, na ngụkọta. ihe dị ka ijeri yuan 17.5.Na ọkara mbụ nke afọ, e nwere 125 ntọala ịtọ oru ngo, 113 nke mara ọkwa ego ego, na a ngụkọta ego nke ihe karịrị 521.891 ijeri yuan, na nkezi ego ego nke 4.619 ijeri yuan;62 nnwale mmepụta na inye ọrụ, 45 kwupụtara ego ego, ngụkọta karịrị 157.928 ijeri yuan, na nkezi ego nke 3.51 ijeri yuan.N'ihe banyere ịbịanye aka n'akwụkwọ, n'ime ọkara mbụ nke afọ, ụlọ ọrụ ndị na-arụ ọrụ batrị na-enweta ngụkọta nke iwu 58 n'ụlọ na mba ọzọ, karịsịa maka batrị lithium, usoro batrị nchekwa ike na iwu akụrụngwa.
N'ihe banyere arụmọrụ, dị ka ọnụ ọgụgụ nke netwọk batrị, depụtara ụlọ ọrụ na batrị ọhụrụ ume ụlọ ọrụ yinye ekpughere arụmọrụ amụma amụma maka ọkara mbụ nke afọ, na-egosi na na ọkara mbụ nke afọ, arụmọrụ nke yinye ụlọ ọrụ ike ọhụrụ batrị niile adalatala nke ukwuu, na uto siri ike akwụsịla.A na-egosipụta njirimara ndị a na ụlọ ọrụ batrị: ọṅụ na iru uju agwakọta!Ọchịchọ na-adịghị ike na-ebelata;ụlọ ọrụ ndị na-egwupụta akụ: arụmọrụ na-adaba!Ọnụ ọgụgụ na ọnụ ahịa igbu mmadụ abụọ + ebelatara uru netwọk;ihe soplaya: arụmọrụ égbè eluigwe!Abụọ kasị ukwuu mfu na lithium iron phosphate;Ụlọ ọrụ mmepụta ihe: okpukpu abụọ n'afọ na-eto eto!Mmeri na ọkara mbụ nke afọ dị ka nwa akwụkwọ kacha elu nke ụlọ ọrụ.N'ozuzu, a ka nwere ihe ịma aka n'azụ ohere dị na batrị ọhụrụ ụlọ ọrụ ike.Otu esi enweta nkwụsi ike na gburugburu ahịa ahịa dị mgbagwoju anya na usoro mmepe ọgba aghara ka ga-edozi.
Ụbọchị ole na ole gara aga, Federation Passenger kwuru na a ga-ewepụta ọnụ ọgụgụ dị ukwuu nke ngwaahịa ọhụrụ na-asọmpi na ahịa ike ọhụrụ na ọkara nke abụọ nke afọ, nke a na-atụ anya na ọ ga-eweta ọganihu na ahịa ike ọhụrụ na ọkara nke abụọ nke afọ. afọ na-akwado n'ozuzu ahịa ahịa.
Ndị njem njem na-ebu amụma na a na-atụ anya ire ahịa ụgbọ ala ndị njem n'ụzọ dị warara na July ga-abụ 1.73 nde nkeji, otu ọnwa kwa ọnwa -8.6% na otu afọ -4.8%, nke ụlọ ahịa ike ọhụrụ. ahịa bụ ihe dị ka nkeji 620,000, otu ọnwa-na-ọnwa -6.8%, mmụba nke afọ n'afọ nke 27.5%, yana ọnụego ntinye nke ihe dịka 35.8%.
Na-ekpe ikpe site na data July nke ụdị ume ọhụrụ wepụtara na mbido August, n'ihe gbasara ndị agha na-emepụta ụgbọ ala, na July, nnyefe nke ndị agha ọhụrụ ise ụgbọ ala karịrị 10,000 ụgbọ ala.Ihe karịrị okpukpu abụọ;Ụgbọ ala Weilai nyere ihe karịrị ụgbọ ala 20,000, ndekọ dị elu;Leap Motors nyefere ụgbọ ala 14,335;Xiaopeng Motors weputara ugbo ala 11,008, rute ihe ohuru ohuru nke ugbo ala 10,000;Nezha Motors nyefere ụgbọ ala ọhụrụ karịrị ụgbọ ala 10,000;Skyworth Automobile butere ụgbọ ala ọhụrụ 3,452, na-ere ihe karịrị ụgbọ ala 3,000 maka ọnwa abụọ n'usoro.
N'otu oge ahụ, ụlọ ọrụ ụgbọ ala ọdịnala na-emekwa ngwa ngwa nabata ume ọhụrụ ha.Na July, SAIC Motor rere 91,000 ụgbọ ala ike ọhụrụ na July, na-aga n'ihu na-eto eto nke ọma na ọnwa site na January ma na-akụda elu ọhụrụ maka afọ;Ọganihu kwa ọnwa nke nkeji 45,000;Ahịa Geely Automobile nke ụgbọ ala ume ọhụrụ ruru nkeji 41,014, ọkwa dị elu maka afọ, mmụba nke ihe karịrị 28% kwa afọ;Ahịa Changan Automobile nke ụgbọ ala ume ọhụrụ na Julaị bụ nkeji 39,500, mmụba nke afọ n'afọ nke 62.8%;Ahịa Great Wall Motors nke ụgbọ ala ndị njem ume ọhụrụ 28,896, mmụba nke otu afọ n'afọ nke 163%;olu ire ere nke ụgbọ ala ume ọhụrụ Celes bụ 6,934;Ụgbọ ala Dongfeng Lantu wetara ụgbọ ala ọhụrụ 3,412…
Changjiang Securities kwuru na mmepe nke ụgbọ ala ike ọhụrụ na ọkara nke abụọ nke afọ a na-atụ anya ka ọ gafee atụmanya.Site n'echiche nke arụmọrụ ọnụ, ihe a na-achọ ugbu a na-arị elu nke ọma, ọkwa ngwa ahịa dị n'ọnọdụ dị mma, na ọkwa ọnụahịa kwụsiri ike.N'oge dị mkpirikpi, atumatu na oke ahịa ga-akawanye mma, na "agha ọnụahịa" ga-adị mfe.Site na mgbake akụ na ụba, a na-atụ anya ka ike ọhụrụ na mkpokọta mkpokọta ga-akawanye mma;mba ofesi na-aga n'ihu na ntinye aka na-eto eto dị elu, a na-atụkwa anya na ngwa ahịa ga-abanye n'ọnọdụ ọrụ kwụsiri ike.
Huaxi Securities kwuru na n'ihe gbasara agbụ ụlọ ọrụ ụgbọ ala ike ọhụrụ, n'oge dị mkpirikpi, mkpochapụ nke yinye ụlọ ọrụ gara aga agwụla + ihe nrụpụta ngwa ahịa amalitela + na oge kachasị elu ọdịnala na ọkara nke abụọ nke afọ, ihe niile. A na-atụ anya njikọ ga-abanye na ọkwa nke mmepụta na-abawanye ụba.Na ọkara na ogologo oge, dị ka ndị na-akwọ ụgbọala ike nke anụ ụlọ ọhụrụ ume ụgbọ ala na-eji nwayọọ nwayọọ na-agbanwe site amụma n'akụkụ n'akụkụ ahịa, ọhụrụ ume ugbo ala abanyela ogbo nke accelerated penetration;electrification esenidụt nwere mkpebi doro anya, na mmepe nke ụgbọ ala ume ọhụrụ zuru ụwa ọnụ enwetawo resonance.
Akụkọ nyocha nke China Galaxy Securities kwuru na oge awa kacha njọ agafeela, ọchịchọ maka ọdụ ụgbọ elu ọhụrụ abawanyela, na mkpochapụ nke agbụ ụlọ ọrụ batrị lithium.
Oge nzipu: Ọgọst-25-2023