Ka dib markii laga baxay kabitaannada dawladda iyo joojinta kabitaannada maxalliga ah, baabuurta tamarta cusub, oo kor u kacday, ayaa riixay badhanka joojinta korriinka markii ugu horreysay bishii Luulyo ee sanadkan, iyo labada bilood ee soo socda, iibka ayaa hoos u dhacay mar kasta.
Xogta wax soo saarka iyo iibinta ee ay sii daysay Ururka Shiinaha ee Soosaarayaasha Gawaadhida ayaa muujinaya in laga bilaabo Luulyo ilaa Sebtembar 2019, iibka baabuurta tamarta cusub uu ahaa 80,000, 85,000 iyo 80,000 siday u kala horreeyaan, hoos 4.8%, 15.8% iyo 33.9% siday u kala horreeyaan.
Iyada oo ay saamaysay hoos u dhaca iibinta baabuurta tamarta cusub, warshadaha batteriga tamarta, taas oo ah "wadnaha" baabuurta tamarta cusub, ayaa qaaday saameynta ugu badan.Marka loo eego xogtii u dambaysay ee ay soo saartay Isbahaysiga Innovation Power Battery Power ee Shiinaha, bishii Sebtembar ee sanadkan, awoodda batteriga waddankaygu waxa uu gaadhay 4.0GWh, hoos u dhac sannad kasta ah 30.9%.
Waa in la tilmaamaa in saameynta dhimista kabidda iyo hoos u dhaca iibka aysan ahayn oo kaliya hoos u dhaca awoodda la rakibay, laakiin sidoo kale cadaadis aad u daran oo ku saabsan badbaadada shirkadaha batteriga kor u kaca.Sida Mo Ke, oo ah falanqeeye madaxa cilmi baarista True Lithium, ayaa yiri, Iyadoo ay saameysay dhimista kabyada, tartanka warshadaha batteriga ayaa noqon doona mid aad u xoogan sanadka 2019.
Waxa ay tilmaantay in hoos u dhaca ba’an ee kabka, shirkadaha baabuurtu ay hoos u dhigi doonaan qiimaha kuwa soo saara baytariyada, faa’iidada soo saareyaasha baytariguna hoos u dhici doonto;Marka labaad, muddada xisaabaadka ayaa laga yaabaa inay ka sii darto, wayna adkaan doontaa shirkadaha leh awoodda dhaqaale ee daciifka ah inay taageeraan baabuurta korontada ee dibadda.Waxaa jira afar ama shan shirkadood oo soo saara baytariyada suuqa, iyo suuqa gudaha ayaa ugu dambeyntii la mid noqon doona, oo kaliya ilaa 10 shirkadood.
Deegaankan, waa maxay heerka badbaadada hadda ee shirkadaha baytariyada korontada?Waxa laga yaabaa in aan ka heli karno milicsan tan warbixinnada waxqabadka rubuci saddexaad ee ay sii daayeen shirkado badan oo batari koronto ah.
CATL: Faa'iidada saafiga ah ayaa hoos u dhacday 7.2% sannad-sannadka rubuci saddexaad
Dhawaan, CATL (300750, Stock Bar) ayaa ku dhawaaqday natiijooyinkeeda rubuci seddexaad ee 2019. Warbixinta maaliyadeed waxay muujineysaa in saddexdii rubuc ee ugu horreeyay, CATL ay gaartay dakhli dhan 32.856 bilyan yuan, koror sanadle ah oo ah 71.7%;faa'iidada saafiga ah ee loo aaneynayo saamilayda waxay ahayd 3.464 bilyan yuan, korodhka sanadlaha ah ee 45.65%.
Marka la barbardhigo qeybtii hore ee sanadkan, dakhliga rubuc-meeloodka ah ee CATL iyo kobaca faa'iidada saafiga ah ayaa hoos u dhacay rubuci saddexaad.Warbixinta maaliyadeedku waxay muujinaysaa in rubuci saddexaad ee sanadkan, dakhliga CATL uu ahaa 12.592 bilyan yuan, koror sanadle ah oo ah 28.8%;faa'iidada saafiga ah ee loo aanaynayo saamilaydu waxay ahayd 1.362 bilyan yuan, sanad kasta hoos u dhac ku yimi 7.2%, faa'iidada saafiga ah ka dib markii aan la jarin ayaa hoos u dhacday 11.01% sanad kasta.
Ningde Times waxa ay sheegtay in sababta ugu weyn ee sanadba sanadka ka dambaysa ay kor ugu kacday wax qabadka shirkada sadexda rubuc ee ugu horeeya ay tahay in horumarka degdega ah ee warshadaha baabuurta tamarta cusub, baahida suuqa ee baytariyada korantada ay korodhay marka la barbar dhigo isla muddadaas. sanadkii la soo dhaafay;shirkadu waxay xoojisay horumarka suuqa, waxay maal galisay marxaladii hore si ay u sii daayso awooda wax soo saarka fiilada, waxaanay soo saartay oo iibisay.kor u qaad
Waxqabadka rubuci saddexaad ayaa hoos u dhacay sanadba sanadka ka dambeeya.CATL ayaa sheegtay in ay ugu wacan tahay hoos u dhaca ku yimid qiimaha wax lagu iibiyo ee badeecadaha qaar iyo hoos u dhaca ku yimid faa'iidada guud.Marka lagu daro kororka maalgashiga R&D iyo kharashyada maamulka ee rubuci saddexaad, saamiga kharashyada dakhliga ayaa kordhay.
Guoxuan Hi-Tech: Faa'iidada saafiga ah ayaa hoos u dhacday 12.25% saddexdii rubuc ee hore
Oktoobar 29, Guoxuan High-Tech (002074, Stock Bar) ayaa soo saartay warbixinteedii rubuci saddexaad ee 2019, iyada oo lagu gaadhay dakhliga hawlgalka ee 1.545 bilyan yuan, korodhka sannad-sannadka 3.68%;faa'iidada saafiga ah ee loo aanaynayo saamilayda shirkadaha liiska ku jira waxay ahayd 227 milyan yuan, korodhka sanadlaha ah ee 17.22%;Faa'iidada saafiga ah ee loo aanaynayo saamilayda shirkadaha liiska ku jira, marka laga reebo faa'iidooyinka iyo khasaaraha aan soo noqnoqonaynin, waxay ahayd 117 milyan yuan, hoos u dhac sannad kasta ah 14.13%;Dakhliga aasaasiga ah ee saamigiiba wuxuu ahaa 0.20 yuan.
Saddexdii rubuc ee ugu horreeyay, dakhliga hawl-galku wuxuu ahaa 5.152 bilyan yuan, korodhka sannad-sannad ka ah 25.75%;faa'iidada saafiga ah ee loo aanaynayo saamilayda shirkadaha liiska ku jira waxay ahayd 578 milyan yuan, hoos u dhac sannad kasta ah 12.25%;faa'iidada saafiga ah ee loo aanaynayo saamilayda shirkadaha liiska ku jira marka laga reebo faa'iidooyinka iyo khasaaraha aan soo noqnoqonaynin waxay ahayd 409 milyan yuan., korodhka sanadba sanadka ka dambeeya 2.02%;Dakhliga aasaasiga ah ee saamiyada waa 0.51 yuan.
DOF: Faa'iidada saafiga ah ayaa hoos u dhacday 62% sanadba sanadka ka dambeeya rubuci saddexaad
Dhawaan, warbixintii seddexaad ee rubuc-biloodlaha ah ee 2019 ee uu sii daayay Duofludo (002407, Bar Stock) ayaa muujisay in saddexdii rubuc ee ugu horreeyay sanadkan, shirkaddu ay gaadhay wadarta dakhliga hawlgalka ee 2.949 bilyan yuan, korodhka sannad-sannadka 10.44%, iyo faa'iidada saafiga ah ee loo aanaynayo saamilayda shirkadaha liiska ku jira waxay ahayd 97.6393 milyan yuan, korodhka sanadba sanadka ka dambeeya 97.6393 milyan yuan.Waxa uu hoos u dhacay 42.1%, hoos u dhacana wuu sii kordhay marka la barbar dhigo isla muddadaas sannadkii hore.
Waxaa ka mid ah, dakhliga shirkadda ee rubuci saddexaad wuxuu ahaa ku dhawaad 1.0 bilyan yuan, koror yar oo 2.1% ah marka la barbar dhigo isla muddadaas sannadkii hore;Faa'iidada saafiga ah ee shirkadu waxay ahayd qiyaastii 14 milyan yuan, hoos u dhac weyn oo ah 62% marka la barbar dhigo isla muddadaas sannadkii hore.Faa'iidada saafiga ah ayaa hoos u dhacday 6 rubuc oo isku xigta.
Duofudo waxa uu ku qiyaasay in faa'iidada saafiga ah ee shirkadu 2019 ay noqon doonto inta u dhaxaysa 13 milyan yuan iyo 19.5 milyan yuan, hoos u dhac ah 70.42% -80.28%.Faa'iidada saafiga ah ee sannadkii hore waxay ahayd 65.9134 milyan yuan.
Dofluoro waxay ku sheegtay warbixinteeda maaliyadeed in sababta ugu weyn ee faa'iidada hoos u dhacday ay tahay hoos u dhaca faa'iidada milixda fluoride iyo khatarta kordhaysa ee xisaabaadka baabuurta tamarta cusub ee la heli karo.Warbixintu waxay muujinaysaa in xisaabaadka Duofuo ee la helay ay gaadheen 1.3 bilyan yuan saddexdii rubuc ee hore.
Xinwangda: Faa'iidada saafiga ah ee rubuci saddexaad waxay korodhay 31.24% sanadba sanadka ka dambeeya ilaa 273 milyan yuan
Warbixinta maaliyadeed ee rubuci saddexaad ee Xinwanda ee 2019 waxay muujinaysaa in laga bilaabo Juulaay ilaa Sebtembar sanadkan, Xinwanda (300207, Bar Stock) waxay gaadhay dakhli hawleedka 6.883 bilyan yuan, korodhka 23.94% isla muddadaas sannadkii hore;Faa'iidada saafiga ah waxay ahayd 273 milyan yuan, korodhka 31.24% isla muddadaas sannadkii hore..
Laga soo bilaabo Jannaayo ilaa Sebtembar, Xinwangda waxay gaartay wadarta dakhliga hawlgalka ee 17.739 bilyan yuan, koror ah 35.36% isla muddadaas sannadkii hore;Faa'iidada saafiga ah waxay ahayd 502 milyan yuan, korodhka 16.99% isla muddadaas sannadkii hore.
Sunwanda waxa ay sheegtay in korodhka dakhliga shaqada ee sadexdii rubuc ee hore ay ugu wacan tahay korodhka dalabaadka macaamiisha marka la barbar dhigo isla muddadaas sannadkii hore.Isla markaana, kharashaadkeeda shaqo, maaraynta iibka iyo kharashaadka kale ayaa iyaguna kordhay.Waxa xusid mudan in laga bilaabo Jannaayo ilaa Sebtembar sanadkan, kharashaadka R&D ee Sunwanda ay dhan yihiin 1.007 bilyan yuan, korodhka 61.23% isla muddadaas sannadkii hore.
Bishii Sebtembar ee sanadkan, Sunwanda waxa ay ka mid noqotay shanta baytari ee ugu awoodda badan, iyaga oo ka dambeeya CATL, BYD, AVIC Lithium Battery iyo Guoxuan High-Tech, iyaga oo gaadhay kobac la taaban karo oo sannad kasta ah oo ah 2329.11%.Laga soo bilaabo Jannaayo ilaa Sebtembar, awooddeeda isku-darka ah ee lagu rakibay baytariyada korantada ayaa gaadhay 424.35MWh.
Yiwei Lithium Tamarta: Rubuca saddexaad, waxa uu kordhay 199.23% sannadkiiba ilaa 658 milyan yuan.
Dhawaan, Yiwei Lithium Energy (300014, Bar Stock) ayaa shaaca ka qaaday warbixinteeda rubuci seddexaad ee 2019. Warbixintu waxay muujineysaa in rubuci saddexaad ee 2019, shirkaddu ay gaartay dakhliga hawlgalka ee 2.047 bilyan yuan, koror sanadle ah oo ah 81.94% ;faa'iidada saafiga ah ee loo aanaynayo saamilayda shirkadaha liiska ku jira 658 milyan yuan, korodhka sanadlaha ah ee 199.23%.
Saddexdii rubuc ee ugu horreeyay, shirkaddu waxay heshay dakhliga hawlgalka ee 4.577 bilyan yuan, koror sannad-sannadka ah 52.12%;faa'iidada saafiga ah ee 1.159 bilyan yuan, korodhka sanadlaha ah ee 205.94%;iyo Dakhliga saami kasta oo ah 1.26 yuan.
Yiwei Lithium Energy waxay ku sheegtay warbixinteeda maaliyadeed in kobaca la taaban karo ee faa'iidada saafiga ah ee muddada warbixinta ay sabab u tahay sababahan soo socda: margin ayaa kordhay, faa'iidada saafiga ahna waxay leedahay horumar la taaban karo;② Waxtarka yar yar ee wax soo saarka baytari lithium-ion ayaa soo hagaagay, faa'iidada ayaa la sii wanaajiyay;③ Siideynta habsami leh ee awoodda wax-soo-saarka batteriga waxay kor u qaadday kobaca waxqabadka iyo faa'iidada;④ Waxqabadka shirkadda associate McQuay ayaa kordhay.
Waqtigan xaadirka ah, awoodda wax soo saarka tamarta lithium ee Yiwei waa 11GWh, oo ay ku jiraan 4.5GWh ee baytariyada birta lithium ee laba jibaaran, 3.5GWh ee baytariyada ternary cylindrical, 1.5GWh ee baytariyada ternary labajibaaran, iyo 1.5GWh ee baytariyada dambe ee jilicsan.Marka loo eego xogta laanta Codsiga baytariyada Korontada, laga bilaabo Jannaayo ilaa Sebtembar 2019, Yiwei Lithium Energy waxay gaadhay wadarta guud ee 907.33MWh ee baytari koronto ah oo lagu rakibay, koror sanadle ah oo ah 48.78%, taasoo ka dhigan 2.15% wadarta guud ee gudaha awoodda lagu rakibay isla muddadaas, kaalinta shanaad ee warshadaha.
Penghui Energy: Faa'iidada saafiga ah ee rubuci saddexaad waxay korodhay 17.52% sanad-sannadka ilaa 134 milyan yuan
Penghui Energy warbixin rubuci saddexaad ee 2019 waxay muujinaysaa in muddada warbixinta, shirkaddu waxay ku guulaysatay dakhliga hawlgalka ee 1.049 yuan, korodhka sanadlaha ah ee 29.73%;faa'iidada saafiga ah ee loo aanaynayo saamilayda shirkadaha liiska ku jira waxay ahayd 134 milyan yuan, korodhka sanadlaha ah ee 17.52%;Faa'iidada saafiga ah ka dib marka laga reebo faa'iidooyinka iyo khasaaraha aan soo noqnoqoneynin waxay ahayd 127 milyan yuan, korodhka sanadlaha ah ee 14.43%;Dakhliga aasaasiga ah ee saamiyada waa 0.47 yuan.
Saddexdii rubuc ee hore, Penghui Energy (300438, Stock Bar) waxay gaadhay wadarta dakhliga hawlgalka ee 2.495 bilyan yuan, korodhka sannad-sannadka 40.94%;faa'iidada saafiga ah ee loo aanaynayo saamilayda shirkadaha liiska ku jira waxay ahayd 270 milyan yuan, korodhka sanadlaha ah ee 0.27%;marka laga reebo faa'iidada aan saafiga ahayn ee faa'iidada iyo khasaaraha soo noqnoqda waxay ahayd 256 milyan yuan, korodhka sanadlaha ah ee 18.28%;Dakhliga aasaasiga ah ee saamiyada waa 0.96 yuan.
Waqtiga boostada: Dec-18-2023