N'afọ 2023, ụlọ ọrụ ike batrị ọhụrụ nke China ewepụtala agbụ ụlọ ọrụ zuru oke site na ngwuputa ihe ndị dị n'elu, mmepụta batrị midstream na nrụpụta batrị, na-agbada ụgbọ ala ike ọhụrụ, nchekwa ike na batrị ndị ahịa.Ọ nọgidere na-eguzobe na-eduga uru na ahịa size na nkà na ụzụ larịị, na-aga n'ihu na-akwalite ngwa ngwa mmepe nke batrị ọhụrụ ike ụlọ ọrụ.
N'ihe banyere batrị ike, dị ka "White Paper on Development of China's New Energy Vehicle Power Battery Industry (2024)" jikọtara ọnụ wepụtara nke ụlọ ọrụ nyocha EVTank, Ivy Economic Research Institute, na China Battery Industry Research Institute, ụwa batrị batrị. Mbupu ibu ruru 865.2GWh na 2023, mmụba kwa afọ nke 26.5%.A na-atụ anya na ka ọ na-erule 2030, ụda mbupu batrị zuru ụwa ọnụ ga-eru 3368.8GWh, yana ihe fọrọ nke nta ka ọ bụrụ okpukpu atọ ohere uto ma e jiri ya tụnyere 2023.
N'ihe banyere nchekwa ike, dị ka data sitere na National Energy Administration, ike arụnyere ọhụrụ na 2023 bụ ihe dịka nde kilowatts 22.6 / 48.7 nde kilowatt awa, mmụba nke ihe karịrị 260% ma e jiri ya tụnyere njedebe nke 2022 na ihe fọrọ nke nta ka ọ bụrụ ugboro 10 arụnyere. ikike na njedebe nke 13th Year Five Plan.Na mgbakwunye, ọtụtụ mpaghara na-eme ka mmepe nke nchekwa nchekwa ike ọhụrụ, nke nwere ikike arụnyere ihe karịrị otu nde kilowatts na mpaghara 11 (mpaghara).Site na atụmatụ afọ ise nke 14th, mgbakwunye nke ikike nchekwa ọhụrụ arụnyere akwalitela itinye ego akụ na ụba ihe karịrị ijeri yuan 100 ozugbo, na-agbasawanye elu na mgbada nke agbụ ụlọ ọrụ mmepụta ihe, wee bụrụ ike ọhụrụ maka mmepe akụ na ụba China.
N'ihe banyere ụgbọ ala ume ọhụrụ, data EVTank na-egosi na ire ụwa nke ụgbọ ala ume ọhụrụ ruru nde 14.653 na 2023, mmụba kwa afọ nke 35.4%.N'ime ha, ire ụgbọ ala ike ọhụrụ na China ruru nde 9.495, na-aza 64.8% nke ahịa ụwa.EVTank na-ebu amụma na ire ụgbọ ala ume ọhụrụ ga-eru nde 18.3 na 2024, nke a ga-ere nde 11.8 na China, na a ga-ere nde 47 n'ụwa niile site na 2030.
Dabere na data EVTank, na 2023, dabere na mpaghara asọmpi nke nnukwu ụlọ ọrụ batrị zuru ụwa ọnụ, CATL họọrọ nke mbụ na oke mbupu karịrị 300GWh, yana oke ahịa zuru ụwa ọnụ nke 35.7%.BYD họọrọ nke abụọ na oke ahịa zuru ụwa ọnụ nke 14.2%, sochiri ụlọ ọrụ South Korea LGES, yana oke ahịa zuru ụwa ọnụ nke 12.1%.N'ihe gbasara ibu ibu nke batrị nchekwa ike, CATL nọ n'ọkwa mbụ n'ụwa nwere oke ahịa nke 34.8%, BYD na Yiwei Lithium Energy sochiri ya.N'ime ụlọ ọrụ mbupu ụgbọ mmiri iri kacha elu na 2023, Ruipu Lanjun, Xiamen Haichen, China Innovation Airlines, Samsung SDI, Guoxuan High tech, LGES, na Penghui Energy gụnyekwara.
Ọ bụ ezie na China enwetala ọtụtụ nsonaazụ dị egwu na batrị na ụlọ ọrụ ike ọhụrụ, anyị kwesịkwara ịghọta ihe ịma aka dị iche iche chere mmepe ụlọ ọrụ ahụ ihu.N'ime afọ gara aga, n'ihi ihe ndị dị ka mbelata nke enyemaka mba maka ụgbọ ala ume ọhụrụ na agha ọnụahịa na ụlọ ọrụ ụgbọ ala, ọnụ ọgụgụ uto nke ala ala chọrọ ụgbọ ala ume ọhụrụ ejirila nwayọọ nwayọọ.Ọnụ ego nke carbonate carbonate agbadala site na ihe karịrị 500000 yuan/ton na mbido 2023 ruo ihe dị ka 100000 yuan/ton na njedebe nke afọ, na-egosi usoro mgbanwe mgbanwe siri ike.Ụlọ ọrụ batrị lithium nọ n'ọnọdụ mwepu ahaziri site na mineral ndị dị n'elu ruo na ihe ndị dị n'etiti na batrị ndị dị n'okpuru.
Oge nzipu: Mee-11-2024