Oktoobar 11, xogtii u dambaysay ee ay sii daysay machadka cilmi-baadhista Kuuriyada Koonfureed ee SNE Research ayaa muujisay in awoodda rakiban ee baytariyada korantada (EV, PHEV, HEV) ee ka diiwaan gashan caalamka laga bilaabo Jannaayo ilaa Agoosto 2023 ay ahayd ku dhawaad 429GWh, koror ah 48.9% isla isla muddada sannadkii hore.
Qiimaynta batteriga caalamiga ah ee la rakibay awoodda laga bilaabo Janaayo ilaa Agoosto 2023
Marka la eego 10-ka shirkadood ee ugu sarreeya marka loo eego mugga rakibida baytariyada caalamiga ah ee Janaayo ilaa Agoosto, shirkadaha Shiinaha ayaa wali fadhiya lix kursi, oo kala ah CATL, BYD, China New Aviation, Everview Lithium Energy, Guoxuan Hi-Tech iyo Sunwanda, magaalada ugu weyn saami qaybsigu waa ilaa 63.1%.
Gaar ahaan, laga bilaabo Jannaayo ilaa Agoosto, CATL ee Shiinaha ayaa kaalinta koowaad gashay iyada oo saamiga suuqa ee 36.9%, iyo mugga bateriga lagu rakibay wuxuu kordhay 54.4% sanad-sannadka ilaa 158.3GWh;Baytariga BYD ee lagu rakibay mugga ayaa kordhay 87.1% sanad-sannad ilaa 68.1GWh.Si dhow loola socdo saamiga suuqa ee 15.9%;Baytariga duulista ee Zhongxin ee lagu rakibay mugga wuxuu kordhay 69% sanadba sanadka ka dambeeya ilaa 20GWh, isagoo kaalinta lixaad leh saamiga suuqa ee 4.7%;Baytariga lithium-ka ee Yiwei ee lagu rakibay mugga baabuurta ayaa kordhay 142.8% sannad-sannadka % ilaa 9.2GWh, darajada 8aad oo leh saamiga suuqa ee 2.1%;Mugga rakibaadda baytariyada Guoxuan Hi-Tech ayaa kordhay 7.7% sannad-sannadka ilaa 9.1GWh, darajada 9aad oo leh saamiga suuqa ee 2.1%;Battery Xinwanda Mugga gaadhiga la rakibay waxa uu kordhay 30.4% sanadkiiba ilaa 6.2GWh,waxana uu darajada 10aad ku leeyahay saami suuq ah 1.4%.Waxaa ka mid ah, laga bilaabo Janaayo ilaa Agoosto, kaliya mugga la rakibay ee baytari lithium Yiwei ayaa gaadhay kobac saddex-god ah sannad-sannad.
Intaa waxaa dheer, laga bilaabo Janaayo ilaa Agoosto, mugga rakibaadda batteriga ee saddexda shirkadood ee Kuuriyaanka ah ayaa dhammaantood muujiyay kobac, laakiin saamiga suuqa ayaa hoos u dhacay 1.0 boqolkiiba dhibcaha isla muddadaas sannadkii hore ilaa 23.4%.LG New Energy waxa uu galay kaalinta 3-aad, iyada oo korodhay sannadkiiba 58.5%, mugga gaadhiga lagu rakibayna waxa uu ahaa 60.9GWh, iyada oo saami suuqeedkeedu yahay 14.2%.SK On iyo Samsung SDI waxay kala galeen 5th iyo 7th siday u kala horreeyaan, iyadoo SK On uu kordhay 16.5% sannad kasta.Mugga gaadhiga lagu rakibay 21.7GWh, oo leh saamiga suuqa ee 5.1%.Samsung SDI ayaa kordhay 32.4% sanadba sanadka ka dambeeya, iyada oo mugga la rakibay ee 17.6GWh, oo leh saamiga suuqa ee 4.1%.
Iyada oo ah shirkadda kaliya ee Japan ee gashay tobanka sare, Panasonic mugga baabuurta lagu rakibay January ilaa Agoosto wuxuu ahaa 30.6GWh, korodhka 37.3% isla muddadaas sannadkii hore, saamigeeda suuquna wuxuu ahaa 7.1%.
Cilmi-baarista SNE waxay falanqeysay in heerka kobaca iibka baabuurta korantada caalamiga ah uu hoos u dhacay dhawaanahan.Qiimaha baabuurta ayaa lagu tilmaamay inay tahay arrinka ugu weyn ee hoos u dhaca ku yimid, iyadoo suuqa uu soo baxayo baabuurta korontada ku shaqeysa oo jaban.Si loo dhimo qiimaha baytariyada oo lagu xisaabtamayo saamiga ugu badan ee qiimaha baabuurta korontada, shirkado badan ayaa isticmaalaya baytariyada birta fosfateed ee lithium kuwaas oo ka qiimo badan baytariyada ternary.Waxaa la fahamsan yahay in iyadoo baahida loo qabo baytariyada birta fosfatka ee lithium ee baabuurta korontada ay korodho, saddexda shirkadood ee ugu waaweyn Kuuriyada Koonfureed ee samaynayey baytariyada ternary-ga ah ee waxqabadka sarreeya ayaa sidoo kale ballaarinaya si ay u horumariyaan baytariyada baabuurta korontada ee hooseeya.Markii ay waddamadu kor u qaadeen caqabadaha ganacsiga, sida sharciga dhimista sicir-bararka ee Maraykanka (IRA), waxa ku adkaatay in shirkadaha Shiinaha ee leh baytariyada fosfateed ee lithium iron ah oo xooggan ay si toos ah suuqa u soo galaan, isbeddellada ku yimi saamiga suuqa ayaa soo jiitay dareen badan.Isla mar ahaantaana, saddexda shirkadood ee waaweyn ee Kuuriyada Koonfureed waxay sidoo kale raacaan xeeladaha baytariyada birta fosfateed ee lithium.
Intaa waxaa dheer, marka la eego suuqa gudaha, isla maalintaas (Oktoober 11), marka loo eego xogta bilaha ah ee baytariyada kaydinta tamarta iyo tamarta ee Sebtember 2023 oo ay soo saartay Isbahaysiga Innovation Innovation Industry China Automotive Power Battery Innovation Alliance, marka la eego wax soo saarka, in Sebtembar, wadarta guud ee tamarta dalkayga iyo baytariyada kaydinta tamarta Wax soo saarku wuxuu ahaa 77.4GWh, korodhka 5.6% bishiiba bil kasta iyo 37.4% sanad kasta.Kuwaas waxaa ka mid ah, wax soo saarka batteriga korontadu wuxuu xisaabiyaa qiyaastii 90.3%.
Laga bilaabo Jannaayo ilaa Sebtembar, wadarta guud ee wax-soo-saarka tamarta iyo baytariyada kaydinta tamarta ee dalkaygu waxay ahayd 533.7GWh, iyada oo wax-soo-saarka isugeynta uu kordhay 44.9% sanadba sanadka ka dambeeya.Waxaa ka mid ah, wax soo saarka batteriga korontadu wuxuu xisaabiyaa qiyaastii 92.1%.
Dhanka iibka, bishii Sebtembar, wadarta guud ee iibka dalkaygu ee baytariyada kaydinta tamarta iyo tamarta waxay ahayd 71.6GWh, korodhka bishiiba 10.1%.Waxaa ka mid ah, mugga iibka baytariyada korontadu wuxuu ahaa 60.1GWh, taasoo ka dhigan 84.0%, koror bil-bishii ah 9.2%, iyo koror sannad-sannadka ah 29.3%;Iibka batteriga kaydka tamarta wuxuu ahaa 11.5GWh, taasoo ka dhigan 16.0%, koror bishiiba bil kasta ah 15.0%.
Laga bilaabo Jannaayo ilaa Sebtembar, wadarta iibka wadarta guud ee dalkaygu ee baytariyada kaydinta tamarta iyo tamarta waxay ahayd 482.6GWh.Waxaa ka mid ah, mugga iibka isugeynta ee baytariyada korantada wuxuu ahaa 425.0GWh, taasoo u dhiganta 88.0%, iyadoo koror sanadeedka sanadka ah uu ahaa 15.7%;Mugga iibka ee baytariyada kaydinta tamarta ayaa ahaa 57.6GWh, xisaabinta 12.0%.
Dhanka dhoofinta, bishii Sebtembar, wadarta guud ee dalkaygu dhoofiyay baytariyada kaydinta tamarta waxay ahaayeen 13.3GWh.Waxaa ka mid ah, iibka dhoofinta ee baytariyada korontada waxa uu ahaa 11.0GWh, taasoo ka dhigan 82.9%, koror bil kasta ah 3.8%, iyo kororka sanadba sanadka ka dambeeya 50.5%.Iibka Dhoofinta ee baytariyada kaydinta tamarta ayaa ahaa 2.3GWh, taasoo ka dhigan 17.1%, korodhka bishiiba bil kasta ah 23.3%.
Laga bilaabo Jannaayo ilaa Sebtembar, wadarta guud ee dhoofinta tamarta iyo baytariyada kaydinta tamarta ee dalkaygu waxa ay gaadheen 101.2GWh.Waxaa ka mid ah, iibka dhoofinta wadarta ah ee baytariyada korantada waxa uu ahaa 89.8GWh, oo u dhiganta 88.7%, iyada oo korodhka sanadba sanadka ka dambeeya uu yahay 120.4%;Iibka dhoofinta wadarta ee baytariyada kaydinta tamarta ayaa ahaa 11.4GWh, taasoo ka dhigan 11.3%.
Marka la eego mugga rakibaadda baabuurka, bishii Sebtembar, batteriga waddankaygu ku rakibay mugga baabuurka wuxuu ahaa 36.4GWh, koror sannad-sannad ah 15.1% iyo koror bil-bishii ah 4.4%.Waxaa ka mid ah, mugga lagu rakibay baytariyada ternary-ga wuxuu ahaa 12.2GWh, taasoo ka dhigan 33.6% wadarta mugga la rakibay, koror sannad-sannad ah oo ah 9.1%, iyo koror bil-bishii ah 13.2%;mugga la rakibay ee baytariyada fosfooraska birta ee lithium wuxuu ahaa 24.2GWh, taasoo ka dhigan 66.4% wadarta mugga la rakibay, koror sannad-sannadka ah 18.6%, iyo koror bil-bishii ah 18.6%.Korodhka 0.6%.
Laga soo bilaabo Jannaayo ilaa Sebtembar, isku-darka mugga baytariyada korantada ee waddankeygu rakibay wuxuu ahaa 255.7GWh, koror isugeyn ah sannad-sannad-ka-sannadka 32.0%.Waxaa ka mid ah, mugga la rakibay ee baytariyada ternary-ga ah waa 81.6GWh, taasoo ka dhigan 31.9% wadarta mugga la rakibay, iyadoo kobac sannad-sannadka ka dambeeya uu yahay 5.7%;Mugga isku-darka ah ee lagu rakibay baytariyada fosfooraska birta ee lithium waa 173.8GWh, taasoo ka dhigan 68.0% wadarta mugga la rakibay, iyadoo kobac sannad-sannadka ka dambeeya uu yahay 49.4%.
Bishii Sebtembar, wadar ahaan 33 shirkadood oo baytari koronto ah oo ku jira suuqa baabuurta tamarta cusub ee dalkaygu waxay heleen taageerada rakibaadda baabuurta, 3 in ka yar isla muddadaas sannadkii hore.Bateriga korontadu ku rakiban tahay 3-da sare, 5-ta sare, iyo 10ka shirkadood ee ugu sareeya ee baytari koronto waxay ahaayeen 27.8GWh, 31.2GWh, iyo 35.5GWh siday u kala horreeyaan, taasoo ka dhigan 76.5%, 85.6%, iyo 97.5% wadarta guud ee la rakibay siday u kala horreeyaan.
15-ka shirkadood ee ugu sarreeya ee baytariyada korantada gudaha marka loo eego mugga rakibaadda baabuurta bisha Sebtembar
Bishii Sebtembar, shan iyo tobanka shirkadood ee ugu sarreeya baytariyada korontada gudaha marka loo eego mugga baabuurta la rakibay waxay ahaayeen: CATL (14.35GWh, xisaabinta 39.41%), BYD (9.83GWh, xisaabinta 27%), China New Aviation (3.66GWh, xisaabinta 10.06 %) %), Yiwei Lithium Energy (1.84GWh, xisaabinaysa 5.06%), Guoxuan Hi-Tech (1.47GWh, xisaabinaysa 4.04%), LG New Energy (1.28GWh, xisaabinaysa 3.52%), Honeycomb Energy (0.99GWh) , xisaabinta 3.52%) ayaa lagu xisaabiyay 2.73%), Xinwangda (0.89GWh, ayaa lagu xisaabiyay 2.43%), Zhengli New Energy (0.68GWh, ayaa lagu xisaabiyay 1.87%), Funeng Technology (0.49GWh, ayaa loo xisaabiyay 1.35%), Ruipu Lanjun ( 0.39GWh, xisaabinta 1.07%), polyfluoropolymer (0.26GWh, xisaabinta 0.71%), Henan Lithium Dynamics (0.06GWh, xisaabinta 0.18%), SK (0.04GWh, xisaabinta 0.1%), Power Gateway (0.1%) ) 0.03GWh, oo lagu xisaabinayo 0.09%).
Laga bilaabo Jannaayo ilaa Sebtembar, wadar ahaan 49 shirkadood oo baytari koronto ah oo ku jira suuqa baabuurta tamarta cusub ee dalkaygu waxay gaadheen taageerada rakibaadda baabuurta, mid ka badan isla muddadaas sannadkii hore.Batteriga korontadu wuxuu ku rakibay mugga 3-da sare, 5-ta sare, iyo 10-ka shirkadood ee batteriga korontada ugu sarreeya siday u kala horreeyaan 206.1GWh, 227.1GWh iyo 249.2GWh, oo u dhiganta 80.6%, 88.8% iyo 97.5% wadarta guud ee la rakibay siday u kala horreeyaan.
15ka shirkadood ee ugu sarreeya ee baytariyada korantada gudaha marka loo eego mugga rakibaadda baabuurta laga bilaabo Janaayo ilaa Sebtembar
Laga soo bilaabo Jannaayo ilaa Sebtembar, 15ka shirkadood ee ugu sarreeya ee baytariyada korontada ku shaqeeya marka loo eego mugga baabuurta la rakibay waa: CATL (109.3GWh, xisaabinta 42.75%), BYD (74GWh, xisaabinta 28.94%), China New Aviation (22.81GWh, xisaabinta 22.81GWh, xisaabinta 28.94%) 8.92%), Yiwei Lithium Energy (11GWh, xisaabinta 4.3%), Guoxuan Hi-Tech (10.02GWh, xisaabinta 3.92%), Sunwoda (5.83GWh, xisaabinta, LG%) 2.28 Tamarta Cusub (5.26GWh, Xisaabinta 2.06%), Honeycomb Energy (4.41GWh, xisaabinta 1.73%), Funeng Technology (3.33GWh, xisaabinta 1.3%), Zhengli New Energy (3.22GWh, xisaabinta 1.26%), Ruipu Lanjun (2.43GWh, xisaabinta 0.95%), Polyfluorocarbon (1.17GWh, xisaabinta 0.46%), Power Gateway (0.82GWh, xisaabinta 0.32%), Lishen (0.27GWh, xisaabinta 0.11%), SK (h0.2 xisaabinta 0.09%).
Waqtiga boostada: Oct-12-2023