Dhawaan, CINNO Research ayaa soo saartay xogtii ugu dambeysay.Laga bilaabo Janaayo ilaa Juun 2023, maalgashiga mashruuca tamarta cusub ee Shiinaha wuxuu gaaray 5.2 trillion yuan (oo ay ku jirto Taiwan), warshadaha tamarta cusub waxay noqdeen aag maalgashi oo muhiim u ah warshadaha tignoolajiyada ee soo baxaya.
Marka laga eego aragtida burburka raasumaalka gudaha, laga bilaabo Janaayo ilaa Juun 2023, maalgelinta maalgashiga Shiinaha (oo ay ku jirto Taiwan) warshadaha tamarta cusub ayaa inta badan ku qulqulaya tamarta dabaysha, iyada oo qaddarkeedu yahay 2.5 trillion yuan, oo xisaabinaysa ilaa 46.9%;wadarta maalgashiga baytariyada lithium-ka Qadarku waa 1.2 trillion yuan, oo u dhiganta ilaa 22.6%;wadarta maalgashiga kaydinta tamarta waa 950 bilyan yuan, xisaabinta qiyaastii 18.1%;Wadarta maalgashiga tamarta hydrogen-ka ayaa kor u dhaaftay 490 bilyan yuan, taasoo ka dhigan qiyaastii 9.5%.
Marka loo eego saddexda shirkadood ee waaweyn ee maalgashiga, tamarta dabaysha photovoltaics, baytariyada lithium iyo kaydinta tamarta ayaa ah saddexda qaybood ee maalgashiga ugu weyn ee warshadaha tamarta cusub.Laga bilaabo Janaayo ilaa Juunyo 2023, maalgelinta maalgashiga sawir-qaadista ee Shiinaha (ay ku jirto Taiwan) waxay inta badan ku qulqulaan unugyada sawir-qaadista, halka maalgelinta tamarta dabaysha ay inta badan u qulqulaan mashaariicda hawlgalka dabaysha;Maalgelinta baytariyada lithium inta badan waxay ku qulqulaan qaybaha baytariyada lithium iyo xirmada;Maalgelinta kaydinta tamarta inta badan waxay ku socotaa kaydinta bamka ah.
Marka laga eego dhinaca qaybinta juquraafi, lacagaha maalgashiga ee warshadaha tamarta cusub ayaa inta badan lagu qaybiyaa gudaha Mongolia, Xinjiang iyo Jiangsu, iyo saamiga guud ee saddexda gobol waa qiyaastii 37.7%.Waxaa ka mid ah, Xinjiang iyo Inner Mongolia waxay ka faa'iideysteen dhismaha saldhigyada dabaysha- cadceedda iyo mashaariicda saldhigga tamarta, waxayna leeyihiin kayd baaxad weyn oo ku rakiban awoodda sawir-qaadista, marka la barbardhigo qaybinta, waxay inta badan yihiin kuwo dhexe.
Marka loo eego xogtii u dambaysay ee ay soo saartay hay’adda cilmi-baadhista Kuuriyada Koonfureed ee SNE Research, qaybta hore ee 2023, rakibaadda baytariga cusub ee caalamiga ah ee la diiwaangeliyay waxa ay noqon doontaa 304.3GWh, sanadba sannadka ka dambeeya korodhka 50.1%.
Marka la eego shirkadaha TOP10 ee leh qalabka korontada ee caalamiga ah qeybtii hore ee sanadka, shirkadaha Shiinaha ayaa wali fadhiya lix kursi, oo kala ah Ningde Times, BYD, China Innovation Aviation, EVE Lithium Energy, Guoxuan Hi-Tech iyo Sunwoda, oo leh suuq geyn guud. ayaa isbeddelay ilaa -62.6%.
Gaar ahaan, qeybtii hore ee sanadka, wargeyska Ningde Times ee Shiinaha ayaa kaalinta koowaad galay isagoo leh saamiga suuqa ee 36.8%, iyo mugga xajinta baytarigu wuxuu kordhay 56.2% sannadkiiba ilaa 112GWh;Saamiga suuqa ayaa si dhow ula socday;Mugga rakibaadda batteriga ee Zhongxinhang wuxuu kordhay 58.8% sanadba sanadka ka dambeeya ilaa 13GWh, kaalinta lixaad ee saamiga suuqa ee 4.3%;Mugga rakibidda tamarta tamarta EVE lithium ayaa kordhay 151.7% sanad-sannadka ilaa 6.6GWh, kaalinta 8aad oo leh saamiga suuqa ee 2.2%;Mugga rakibaadda baytari ee Guoxuan Hi-Tech wuxuu kordhay 17.8% sanadba sanadka ka dambeeya ilaa 6.5GWh, darajada 9aad oo leh saami suuq ah 2.1%;Mugga rakibaadda baytari ee Sunwoda sanadba sanadka ka dambeeya Waxa uu kordhay 44.9% ilaa 4.6GWh, kaalinta 10aad oo leh saami suuq ah 1.5%.Waxaa ka mid ah, qeybtii hore ee sanadka, awoodda rakiban ee baytariyada BYD iyo Yiwei lithium-tamarta waxay gaareen kobac saddex-god ah sanad-sannad.
Shabakadda baytarigu waxay ogaatay in marka la eego saamiga suuqa, oo ka mid ah 10ka ugu sarreeya ee rakibaadda baytariyada tamarta caalamiga ah qeybtii hore ee sanadka, saamiga suuqa ee afar shirkadood oo Shiineys ah CATL, BYD, Zhongxinhang, iyo Yiwei Lithium Energy ayaa la gaaray sanadba sanadka ka dambeeya. koritaanka.Sunwoda waa diiday.Shirkadaha Japan iyo Kuuriya, saamiga suuqa LG New Energy ayaa ahaa mid siman marka la barbar dhigo isla muddadaas sannadkii hore, halka Panasonic, SK on, iyo Samsung SDI ay dhammaantood arkeen hoos u dhac sannad-sannadka ka socda saamiga suuqa qaybta hore ee sannadka.
Sidoo kale, Wasaaradda Wershadaha iyo Tignoolajiyada ayaa ku dhawaaqday inay shaqaynayso warshadda baytariyada lithium-ion qaybta hore ee sannadka 2023, taasoo muujinaysa in qaybta hore ee sannadka 2023-ka ay waddankeeyga wax-soo-saarka batariyada lithium-ion-ku sii socon doonaan.Marka loo eego heerka ogeysiiska warshadaha iyo xisaabinta ururada warshadaha, wax soo saarka baytariyada lithium qaranka qeybtii hore ee sanadka ayaa dhaaftay 400GWh, koror in ka badan 43% sanad kasta, iyo dakhliga warshadaha batteriga lithium qeybtii hore ee sanadka ayaa gaartay 600 bilyan yuan.
Marka la eego baytariyada lithium-ka, wax-soo-saarka baytariyada kaydinta tamarta ee qaybta hore ee sannadka waxa ay dhaaftay 75GWh, awoodda baytariyada tamarta cusub ee baabuurta tamarta waxay ahayd qiyaastii 152GWh.Qiimaha dhoofinta alaabta baytariyada lithium ayaa kordhay 69% sanadba sanadka ka dambeeya.
Qeybtii hore ee sanadka, wax soo saarka qalabka cathode, walxaha anode, separators, iyo electrolytes waxay ahaayeen qiyaastii 1 milyan oo tan, 670,000 tan, 6.8 bilyan mitir oo laba jibbaaran, iyo 440,000 ton, siday u kala horreeyaan.
Qaybtii hore ee sanadka, wax soo saarka lithium carbonate iyo lithium hydroxide waxa ay gaadheen 205,000 tons iyo 140,000 ton, siday u kala horreeyaan sanadku wuxuu ahaa 332,000 yuan/ton iyo 364,000 yuan/ton siday u kala horreeyaan.Tan.
Marka la eego shixnadaha korantada, "Waraaqda Cad ee Horumarinta Shiinaha ee Lithium-ion Battery Electtrolyte Industry (2023)" oo ay sii daayeen hay'adaha cilmi-baarista EVTank, Machadka Cilmi-baarista Dhaqaalaha Evie iyo Machadka Cilmi-baarista Batroolka Shiinaha ayaa muujinaya in qeybtii hore ee sanadka. , Shixnadaha baytariyada Lithium-ion ee Shiinaha Mugga waa 504,000 tan, cabbirka suuqana waa 24.19 bilyan yuan.EVTank ayaa saadaalisay in shixnadaha elektrolytka ee Shiinaha ay gaari doonaan 1.169 milyan tan sanadka 2023.
Marka la eego baytariyada sodium-ion, qeybtii hore ee sanadka, baytariyada sodium-ion waxay ku guulaysteen natiijooyin weji ah oo ku saabsan cilmi baarista iyo horumarinta alaabta, dhismaha awoodda wax soo saarka, beerista silsiladda warshadaha, xaqiijinta macaamiisha, hagaajinta heerka wax-soo-saarka, iyo kor u qaadista muujinta mashaariicda.Sida laga soo xigtay xogta "Waraaqda Cad ee Horumarinta Shiinaha ee Sodium-ion Battery Industry (2023)" sii daayay by hay'adaha cilmi-baarista EVTank, Evie Economic Research Institute iyo China Battery Industry Research Institute, dhamaadka June 2023, awoodda wax soo saarka u go'an. baytariyada sodium-ion ee la geliyey wax soo saarka dalka oo dhan waxa ay gaadheen 10GWh, korodhka 8GWh marka la barbar dhigo dhamaadka 2022.
Sida laga soo xigtay xogta Maamulka Tamarta Qaranka, qeybtii hore ee sanadka, awoodda rakiban ee dhowaan la hawlgaliyay waxay ahayd 8.63 milyan kW/17.72 milyan kWh, oo u dhiganta wadarta guud ee awoodda la rakibay sannadihii hore.Marka la eego miisaanka maalgashiga, oo ku salaysan qiimaha suuqa ee hadda, cusub ee la geliyay hawlgalka kaydinta tamarta cusub ayaa horseedaysa maalgashi toos ah oo ka badan 30 bilyan yuan.Laga bilaabo dhammaadka Juun 2023, awoodda isku-darka ah ee la rakibay ee mashaariicda kaydinta tamarta cusub ee la dhisay lagana hirgeliyay dalka oo dhan waxay dhaaftay 17.33 milyan kW/35.8 milyan kWh, celceliska kaydinta tamarta waa 2.1 saacadood.
Sida laga soo xigtay xogta Xafiiska Maareynta Taraafikada ee Wasaaradda Amniga Dadweynaha, illaa dhammaadka Juun 2023, tirada baabuurta tamarta cusub ee dalka waxay gaartay 16.2 milyan, taasoo ka dhigan 4.9% tirada guud ee baabuurta.Qaybtii hore ee sanadka, 3.128 milyan oo baabuurta tamarta cusub ah ayaa dalka oo dhan laga diiwaan galiyay, sanadba sanadka ka dambeeya waxay kordheen 41.6%, waana rikoor sare.
Sida laga soo xigtay xogta ugu dambeysay ee Ururka Shiinaha ee Soosaarayaasha Baabuurta, qeybtii hore ee sanadka, wax soo saarka iyo iibinta baabuurta tamarta cusub ee dalkaygu waxay ahaayeen 3.788 milyan iyo 3.747 milyan, siday u kala horreeyaan, korodhka 42.4% iyo 44.1% sanadka. -sannadka, iyo saamiga suuqa ayaa gaaray 28.3%;wax-soo-saarka baytariyada korontadu waxay ahaayeen 293.6GWh.iibka wadarta ee baytariyada korantada waxa uu gaadhay 256.5GWh, korodhka isugaynta sanadba sanadka ka dambeeya 17.5%;awoodda isku-darka ah ee lagu rakibay baytariyada korantada waxay ahayd 152.1GWh, koror sanadle ah oo dhan 38.1%;kharash bixinta kaabayaasha ayaa kordhay 1.442 milyan unug.
Sida laga soo xigtay xogta laga helay Maamulka Canshuuraha ee Gobolka, qeybtii hore ee sanadka, gaadiidka tamarta cusub iyo dhimista canshuurta markabka iyo ka dhaafida ayaa gaaray 860 milyan yuan, koror sanadle ah oo ah 41.2%;Canshuur dhaafka baabuurta tamarta cusub ayaa gaartay 49.17 bilyan yuan, koror sanad-sannad ah 44.1%.
Marka la eego dib-u-celinta, xogta laga soo xigtay Maamulka Gobolka ee Xeerka Suuqgeynta ayaa muujineysa in qeybtii hore ee sanadkan, marka la eego dib u celinta baabuurta gudaha, wadar ahaan 80 dib-u-celinta, oo ay ku jiraan 2.4746 milyan oo baabuur.Waxaa ka mid ah, marka loo eego gawaarida tamarta cusub, 19 shirkadood oo baabuurta soo saara ayaa fuliyay wadar ahaan 29 dib-u-celin, oo ku lug leh 1.4265 milyan oo baabuur, taas oo dhaaftay tirada guud ee baabuurta tamarta cusub ee dib loo soo celiyay sannadkii hore.Qaybtii hore ee sanadkan, wadarta tirada baabuurta tamarta cusub ee dib u soo celisay waxay ahayd 58% wadarta tirada dib u soo celinta qeybtii hore ee sanadka, taasoo ka dhigan ku dhawaad 60%.
Marka la eego dhoofinta, xogta laga soo xigtay Ururka Shiinaha ee Soosaarayaasha Gawaarida Gawaarida ayaa muujinaya in qeybtii hore ee sanadka, dalkaygu uu dhoofiyay 534,000 gawaarida tamarta cusub, korodhka sanadka ee 1.6 jeer;Shirkadaha baytariyada korontadu waxay dhoofiyeen 56.7GWh baytariyada iyo 6.3GWh ee baytariyada kaydinta tamarta.
Sida laga soo xigtay xogta maamulka guud ee kastamka, qeybtii hore ee sanadka, wadarta dhoofinta "saddexda alaabta cusub" ee dalkeyga, taas oo ah, baabuurta rakaabka korontada, baytariyada lithium, iyo unugyada cadceedda, kor u kacay 61.6%, wadista baabuurta. kobaca dhoofinta guud ee boqolkiiba 1.8, iyo warshadaha cagaaran ayaa leh dardar badan.
Intaa waxaa dheer, shabakada batteriga (mybattery) waxay sidoo kale tirisay maalgelinta iyo ballaarinta dhammaan silsiladaha warshadaha batteriga gudaha qeybtii hore ee sanadka, isku darka iyo iibsiga, aasaaska aasaasiga ah, wax soo saarka tijaabada, iyo saxiixa amarka.Sida laga soo xigtay xogta, marka loo eego tirakoobka aan dhamaystirnayn ee shabakada batteriga, qeybtii hore ee sanadka, wadar ahaan 223 mashruuc oo balaadhinta maalgashiga ayaa lagu daray tirakoobka, kuwaas oo 182 ka mid ah ay ku dhawaaqeen qadarka maalgashiga, iyada oo wadarta guud ee maalgashiga lagu daray in ka badan. in ka badan 937.7 bilyan yuan.Marka la eego isku darka iyo iibsashada, qeybtii hore ee sanadka, marka laga reebo dhacdada joojinta wax kala iibsiga, waxaa jiray in ka badan 33 kiis oo la xiriira isku darka iyo iibsashada goobta baytariyada lithium, kuwaas oo 26 ka mid ah ay ku dhawaaqeen lacagta wax kala iibsiga, wadarta guud. lacag dhan 17.5 bilyan yuan.Qeybtii hore ee sanadka, waxaa jiray 125 mashruuc oo aasaasi ah, 113 ka mid ah waxay ku dhawaaqeen qaddarka maalgashiga, iyada oo wadarta maalgashiga ay ka badan tahay 521.891 bilyan yuan, celceliska qaddarka maalgashiga ee 4.619 bilyan yuan;62 wax soo saarka tijaabada ah iyo mashaariicda fulinta, 45 ayaa ku dhawaaqay qadarka maalgashiga, wadarta guud ee ka badan 157.928 bilyan yuan, iyada oo celcelis ahaan maalgashi dhan 3.51 bilyan yuan.Marka la eego dalabka saxeexa, qaybta hore ee sanadka, shirkadaha silsilada batteriga gudaha waxay heleen wadar dhan 58 dalab gudaha iyo dibadaba, inta badan baytariyada lithium, nidaamyada kaydinta tamarta iyo dalabaadka alaabta ceeriin.
Marka la eego waxqabadka, marka loo eego tirakoobka shabakadda batteriga, shirkadaha liiska ku jira batteriga silsiladda warshadaha tamarta cusub ayaa shaaca ka qaaday macluumaadka saadaalinta waxqabadka qeybtii hore ee sanadka, taasoo muujineysa in qeybtii hore ee sanadka, waxqabadka Dhammaan batteriga silsiladda tamarta cusub ayaa si aad ah hoos ugu dhacday, korriinkii xoogga badnaana wuu joogsaday.Tilmaamaha waxaa inta badan lagu soo bandhigaa warshadda batteriga: farxad iyo murugo isku dhafan!Kobaca baahida daciifka ah ayaa hoos u dhacda;shirkadaha macdanta: quusitaanka waxqabadka!Tirada iyo qiimaha labanlaab dil + faa'iidada saafiga ah oo kala badh la dhimay;alaab-qeybiyaha: waxqabadka onkodka!Labada khasaare ee ugu weyn ee fosfatetada birta ee lithium;warshada qalabka: labanlaabantay kobaca sanadba sanadka!Horumarka qeybtii hore ee sanadka sida arday ugu sareysa warshadaha.Guud ahaan, waxaa weli jira caqabado ka dambeeya fursadaha batteriga silsiladda warshadaha tamarta cusub.Sida loo helo saldhig adag jawiga suuqa ee adag iyo habka horumarka qalalaasaha ayaa weli ah in la xalliyo.
Dhowr maalmood ka hor, Xiriirka Rakaabku wuxuu sheegay in tiro badan oo badeecado cusub ah oo tartan ah laga bilaabi doono suuqa tamarta cusub qeybtii labaad ee sanadka, kaas oo la filayo inuu keeno koboc suuqa tamarta cusub qeybtii labaad ee sanadka. sanadka oo taageer iibka guud ee suuqa.
Ururka Rakaabku wuxuu saadaaliyay in iibinta tafaariiqda baabuurta rakaabka ee dareenka cidhiidhiga ah ee bisha Luulyo la filayo inay noqoto 1.73 milyan unug, bishii-bishii -8.6% iyo sannad-sannadka -4.8%, kuwaas oo tafaariiqda tamarta cusub Iibka ayaa ah ilaa 620,000 unug, bishii-bishii -6.8%, korodhka sanad-sannad-ka ee 27.5%, iyo heerka dhexgalka ee ku saabsan 35.8%.
Marka la eego xogta Luulyo ee ay sii daayeen noocyada tamarta cusub horraantii Agoosto, marka la eego ciidamada cusub ee baabuurta samaynta, bishii Luulyo, tirada guud ee shanta ciidan ee cusub ee baabuurta samaysa waxay dhaaftay 10,000 oo baabuur.In ka badan labanlaab;Weilai Automobile waxa uu keenay in ka badan 20,000 oo baabuur, waana rikoodhkii ugu sarreeyay;Leap Motors waxay soo gaarsiisay 14,335 baabuur;Xiaopeng Motors waxay gaarsiisay 11,008 baabuur, taasoo gaartay guul cusub oo ah 10,000 baabuur;Nezha Motors waxay keentay baabuur cusub In ka badan 10,000 oo baabuur;Skyworth Automobile waxa ay keentay 3,452 baabuur oo cusub, isaga oo iibinaya in ka badan 3,000 oo gaadhi laba bilood oo xidhiidh ah.
Isla mar ahaantaana, shirkadaha baabuurta dhaqameed ayaa sidoo kale dardar gelinaya tamar cusub.Bishii Luulyo, SAIC Motor waxay iibisay 91,000 gawaarida tamarta cusub ee Luulyo, sii wadida kobaca bisha ee wanaagsan tan iyo Janaayo oo ku dhufatay heer cusub sanadka;Horumarka billaha ah ee 45,000 unug;Gawaarida Geely Automobile iibkeeda baabuurta tamarta cusub ayaa gaadhay 41,014 unug, waana mid cusub oo sanadka ah, korodhka in ka badan 28% sanadba sanadka ka dambeeya;Iibka baabuurta Changan ee baabuurta tamarta cusub bishii Luulyo waxay ahaayeen 39,500 unug, koror sanadle ah oo ah 62.8%;Gawaarida cusub ee Great Wall Motors ee baabuurta rakaabka tamarta cusub 28,896 baabuur, koror sanad kasta ah 163%;mugga iibka ee baabuurta tamarta cusub Celes ahaa 6,934;Gawaarida Dongfeng Laantu waxay keentay 3,412 baabuur oo cusub…
Changjiang Securities ayaa tilmaamay in horumarinta baabuurta tamarta cusub ee qaybta labaad ee sanadka la filayo in ay dhaafaan filashooyinka.Marka loo eego waxqabadka terminaalka, baahida hadda jirta ayaa si joogto ah kor ugu kacaysa, heerka alaabtu waxa uu ku jiraa xaalad caafimaad qabta, heerka qiimuhuna waa mid deggan.Muddada gaaban, siyaasadaha iyo suuqyada suuqyadu way fiicnaan doonaan, iyo "dagaalka qiimaha" ayaa fududayn doona.Soo kabashada dhaqaalaha, tamarta cusub iyo baahida guud ayaa la filayaa inay sii fiicnaato;wax ku biirinta kobaca sare ee dibada ayaa sii socota, waxaana la filayaa in alaabada la soo bandhigo inay gasho xaalad hawlgal oo xasiloon.
Huaxi Securities ayaa sheegay in marka la eego silsiladda warshadaha tamarta cusub ee tamarta, muddada gaaban, burburinta silsiladdii hore ee warshadaha asal ahaan waa dhammaatay + dib u buuxinta alaabada ayaa la bilaabay + xilli dhaqameedka ugu sarreeya qeybta labaad ee sanadka, dhammaan isku xirka ayaa la filayaa inuu galo heerka wax soo saarka sii kordhaya.Muddada dhexe iyo tan fogba, iyada oo awoodda wadista baabuurta tamarta cusub ee gudaha ay si tartiib tartiib ah uga wareegayso dhinaca siyaasadda una guurayso dhinaca suuqa, baabuurta tamarta cusub ayaa soo gashay marxaladda dardargelinta;koronto-siinta dibedda waxay leedahay go'aan cad, iyo horumarinta gawaarida tamarta cusub ee caalamiga ah ayaa lagu guuleystay.
Warbixinta Cilmi-baarista ee Shiinaha Galaxy Securities ayaa sheegtay in saacaddii ugu madoobaa ay dhaaftay, baahida loo qabo terminalka tamarta cusub ay soo hagaagtay, iyo baabiinta silsiladda warshadaha baytariyada lithium waa la dhameeyay.
Waqtiga boostada: Agoosto-25-2023