Kwanan nan, CINO Research ya fitar da sabbin bayanai.Daga watan Janairu zuwa Yuni na shekarar 2023, sabon jarin aikin samar da makamashi na kasar Sin ya kai yuan tiriliyan 5.2 (ciki har da Taiwan), kuma sabuwar masana'antar makamashi ta zama wani muhimmin fannin zuba jari ga masana'antun fasahohin zamani.
Daga watan Janairu zuwa Yuni na shekarar 2023, kudaden zuba jari a kasar Sin (ciki har da Taiwan) na sabbin masana'antun makamashi sun kwarara zuwa hasken wutar lantarki na iska, wanda adadinsu ya kai kusan yuan tiriliyan 2.5, wanda ya kai kusan kashi 46.9%;Jimillar zuba jari a batir lithium Adadin ya kai yuan tiriliyan 1.2, wanda ya kai kusan kashi 22.6%;Jimillar jarin da aka zuba a ajiyar makamashi ya kai yuan biliyan 950, wanda ya kai kusan kashi 18.1%;Jimillar jarin da aka zuba na makamashin hydrogen ya zarce yuan biliyan 490, wanda ya kai kusan kashi 9.5%.
Daga mahangar manyan ƙungiyoyin saka hannun jari guda uku, hasken wutar lantarki na iska, batir lithium da ajiyar makamashi sune manyan cibiyoyin saka hannun jari guda uku a cikin sabbin masana'antar makamashi.Daga Janairu zuwa Yuni 2023, kudaden saka hannun jari na daukar hoto a kasar Sin (ciki har da Taiwan) galibi suna kwarara zuwa sel masu daukar hoto, yayin da kudaden saka hannun jari na iska suka fi kwarara zuwa ayyukan aikin wutar lantarki;Kudaden saka hannun jari na batirin lithium galibi suna kwarara zuwa samfuran batirin lithium da PACK;Kuɗaɗen saka hannun jarin makamashi galibi suna kwarara zuwa ma'ajiyar famfo.
Ta fuskar rabon kasa da kasa, kudaden zuba jari na sabbin masana'antun makamashi ana rarraba su ne a Mongoliya ta ciki, da Xinjiang da Jiangsu, kuma jimillar yankunan uku ya kai kusan kashi 37.7%.Daga cikin su, Xinjiang da Mongoliya ta ciki sun ci gajiyar aikin gina sansanonin iska da hasken rana da ayyukan samar da makamashi, kuma suna da babban adadin kuzarin wutar lantarki da aka girka, kuma idan aka kwatanta da rarrabawa, sun kasance a tsakiya.
Dangane da sabbin bayanan da cibiyar bincike ta Koriya ta Kudu ta SNE Research ta fitar, a farkon rabin shekarar 2023, sabbin na'urorin batir da aka yi rajista a duniya za su kasance 304.3GWh, karuwar shekara zuwa 50.1%.
An yi la'akari da kamfanonin TOP10 masu na'ura mai ba da wutar lantarki a duniya a farkon rabin shekarar, kamfanonin kasar Sin har yanzu sun mamaye kujeru shida, wato Ningde Times, BYD, China Innovation Aviation, EVE Lithium Energy, Guoxuan Hi-Tech da Sunwoda, tare da cikakkiyar kasuwa. ya canza zuwa +62.6%.
Musamman ma, a farkon rabin shekarar nan, jaridar Ningde Times ta kasar Sin ta zo na daya da kaso 36.8 cikin dari a kasuwa, kana yawan lodin batirinsa ya karu da kashi 56.2 bisa dari a duk shekara zuwa 112GWh;Kasuwar kasuwa ta biyo baya a baya;Adadin shigar batir na Zhongxinhang ya karu da kashi 58.8% a duk shekara zuwa 13GWh, wanda ke matsayi na shida da kaso 4.3% a kasuwa;EVE lithium makamashi shigar baturi girma girma da 151.7% shekara-on-shekara zuwa 6.6GWh , ranked 8th tare da kasuwar kasuwar na 2.2%;Girman shigar batir na Guoxuan Hi-Tech ya karu da kashi 17.8% duk shekara zuwa 6.5GWh, matsayi na 9 tare da rabon kasuwa na 2.1%;Girman shigar batirin Sunwoda na shekara-shekara Ya karu da kashi 44.9% zuwa 4.6GWh, matsayi na 10 tare da kason kasuwa na 1.5%.Daga cikin su, a farkon rabin shekara, ƙarfin shigar da ƙarfin batirin BYD da Yiwei lithium-makamashi ya sami ci gaban lambobi sau uku a shekara.
Cibiyar sadarwar batir ta lura cewa, ta fuskar rabon kasuwa, daga cikin manyan batura 10 na duniya a farkon rabin shekarar, an samu kaso daga kasuwannin kamfanonin kasar Sin guda hudu CATL, da BYD, da Zhongxinhang, da Yiwei Lithium Energy a kowace shekara. girma.Sunwoda ya ƙi.Daga cikin kamfanonin Japan da na Koriya, kasuwar LG New Energy ta kasance daidai gwargwado idan aka kwatanta da daidai wannan lokacin na bara, yayin da Panasonic, SK on, da Samsung SDI duk suka samu raguwar kaso na shekara a farkon rabin shekara.
Bugu da kari, ma'aikatar masana'antu da fasahar watsa labaru ta sanar da gudanar da aikin batirin lithium-ion a farkon rabin shekarar 2023, wanda ya nuna cewa a farkon rabin shekarar 2023, masana'antar batir lithium-ion ta kasata za ta ci gaba da bunkasa.Dangane da ma'aunin sanarwar masana'antu da bayanan masana'antu da ƙididdigar ƙungiyoyin masana'antu, samar da batir lithium na ƙasa a farkon rabin shekara ya zarce 400GWh, haɓaka sama da 43% a shekara, da kudaden shiga na masana'antar batir lithium a cikin rabin farkon shekarar ya kai yuan biliyan 600.
Dangane da baturan lithium, yawan batir na ajiyar makamashi a farkon rabin shekarar ya wuce 75GWh, kuma karfin da aka sanya na batir na sabbin motocin makamashi ya kai kusan 152GWh.Kimar fitarwa na samfuran batirin lithium ya karu da kashi 69% a shekara.
A farkon rabin shekara, fitar da kayayyakin cathode, anode, separators, da electrolytes ya kai kimanin tan miliyan 1, ton 670,000, murabba'in biliyan 6.8, da tan 440,000, bi da bi.
A farkon rabin shekara, fitar da lithium carbonate da lithium hydroxide ya kai tan 205,000 da ton 140,000 bi da bi, da matsakaicin farashin lithium carbonate na batir da lithium hydroxide mai daraja batir (kyakkyawan foda) a farkon rabin na farkon watan. shekara ta kasance yuan 332,000 da yuan 364,000 bi da bi.Ton.
Dangane da jigilar kayayyaki masu amfani da wutar lantarki, "Farin Takarda kan Ci gaban masana'antar sarrafa batirin Lithium-ion ta kasar Sin (2023)" da cibiyoyin bincike EVTank, Cibiyar Nazarin Tattalin Arziki ta Evie da Cibiyar Binciken Masana'antar Batir ta kasar Sin suka fitar ta nuna cewa, a farkon rabin shekarar. , Batir Lithium-ion na kasar Sin na jigilar lantarki ya kai ton 504,000, kuma girman kasuwa ya kai yuan biliyan 24.19.Kamfanin na EVTank ya yi hasashen cewa jigilar wutar lantarki ta kasar Sin za ta kai tan miliyan 1.169 a shekarar 2023.
Dangane da baturan sodium-ion, a farkon rabin shekara, batir sodium-ion sun sami sakamako mai ƙima a cikin bincike da haɓaka samfura, samar da ƙarfin samarwa, noman sarkar masana'antu, tabbatar da abokin ciniki, haɓaka ƙimar yawan amfanin ƙasa, da haɓaka nunin nuni. ayyuka.Bisa bayanan da aka samu daga "farar takarda kan bunkasa masana'antar batirin sodium-ion ta kasar Sin (2023)" da cibiyoyin bincike EVTank, Cibiyar Nazarin Tattalin Arziki ta Evie da Cibiyar Nazarin Batir ta kasar Sin suka fitar, ya zuwa karshen watan Yuni na shekarar 2023, an sadaukar da karfin samar da makamashi. na batirin sodium-ion da aka sanya a cikin samarwa a duk faɗin ƙasar ya kai 10GWh, haɓakar 8GWh idan aka kwatanta da ƙarshen 2022.
A cewar bayanai daga Hukumar Kula da Makamashi ta Kasa, a farkon rabin shekarar, karfin da aka girka da aka sanya a baya ya kai kusan kW miliyan 8.63/17.72 kWh, kwatankwacin yawan karfin da aka girka a shekarun baya.Dangane da ma'aunin saka hannun jari, bisa farashin kasuwa na yanzu, sabbin da aka sanya a cikin sabbin makamashin da aka yi amfani da su na samar da jarin kai tsaye na sama da yuan biliyan 30.Ya zuwa karshen watan Yuni na shekarar 2023, yawan karfin da aka sanya na sabbin ayyukan ajiyar makamashi da aka gina tare da aiwatar da shi a fadin kasar ya zarce miliyan 17.33 kW/35.8 kWh, kuma matsakaicin lokacin ajiyar makamashi ya kai sa'o'i 2.1.
Bisa kididdigar da hukumar kula da zirga-zirgar ababen hawa ta ma'aikatar tsaron jama'a ta fitar, ya zuwa karshen watan Yunin shekarar 2023, adadin sabbin motocin makamashi a kasar ya kai miliyan 16.2, wanda ya kai kashi 4.9% na adadin motocin.A farkon rabin shekarar, sabbin motocin makamashi miliyan 3.128 ne aka yi musu rajista a duk fadin kasar, wanda ya karu da kashi 41.6 cikin 100 a duk shekara, wanda ya kasance mafi girma.
Bisa kididdigar da aka samu daga kungiyar masu kera motoci ta kasar Sin, a farkon rabin shekarar bana, yawan motoci da ake samarwa da sayar da sabbin motocin makamashi a kasarmu ya kai miliyan 3.788 da miliyan 3.747, wanda ya karu da kashi 42.4% da kashi 44.1% a shekara. -a-shekara, kuma kasuwar kasuwa ta kai 28.3%;jimlar yawan fitowar batir ɗin wutar lantarki ya kai 293.6GWh, jimlar haɓakar shekara-shekara na 36.8%;jimlar tallace-tallacen batirin wutar lantarki ya kai 256.5GWh, adadin karuwar shekara-shekara na 17.5%;Ƙarfin da aka sanya na batir ɗin wutar lantarki ya kai 152.1GWh, yawan karuwar shekara-shekara na 38.1%;cajin kayayyakin more rayuwa ya karu da raka'a miliyan 1.442.
Bisa kididdigar da hukumar kula da haraji ta jihar ta fitar, a farkon rabin shekarar, sabbin motocin makamashi da rage harajin jiragen ruwa da kuma kebe harajin ya kai yuan miliyan 860, wanda ya karu da kashi 41.2 cikin dari a duk shekara;Sabuwar harajin da aka bai wa motocin siyan makamashin ya kai yuan biliyan 49.17, wanda ya karu da kashi 44.1 cikin dari a duk shekara.
A nasa bangaren, bayanai daga Hukumar Kasuwar Kasuwa ta Jiha sun nuna cewa, a farkon rabin farkon shekarar nan, a fannin tuno da motoci na cikin gida, an aiwatar da kiraye-kirayen 80, wanda ya hada da motoci miliyan 2.4746.Daga cikin su, ta fuskar sabbin motocin makamashi, masana'antun kera motoci 19 sun aiwatar da jimillar sakewa 29, wadanda suka hada da motoci miliyan 1.4265, wanda ya zarce adadin sabbin motocin makamashin da ake tunowa a bara.A farkon rabin wannan shekara, jimillar adadin sabbin motocin makamashi da aka tuna ya kai kashi 58% na adadin da aka tuno a farkon rabin shekara, wanda ya kai kusan 60%.
Dangane da fitar da kayayyaki zuwa kasashen waje, bayanai daga kungiyar masu kera motoci ta kasar Sin sun nuna cewa, a farkon rabin shekarar nan, kasarta ta fitar da sabbin motocin makamashi 534,000, wanda ya karu da sau 1.6 a kowace shekara;Kamfanonin batir mai wuta sun fitar da batir 56.7GWh da 6.3GWh na batirin ajiyar makamashi.
Bisa kididdigar da Hukumar Kwastam ta kasar Sin ta fitar, a farkon rabin shekarar bana, jimillar kayayyakin “sababbin” guda uku da kasar ta ke fitarwa, wato, motocin fasinja masu amfani da wutar lantarki, da batirin lithium, da na’urorin hasken rana, ya karu da kashi 61.6 bisa dari, wajen tuki. ci gaban fitar da kayayyaki gaba daya da maki 1.8, kuma masana'antar kore tana da karfin gaske.
Bugu da kari, cibiyar sadarwar batir (mybattery) ta kuma kirga zuba jari da fadada dukkan sarkar masana'antar batirin gida a farkon rabin shekara, hadewa da saye, aza harsashi, samar da gwaji, da sanya hannu kan oda.Bisa kididdigar da aka yi, bisa ga kididdigar da ba ta cika ba na cibiyar sadarwar batir, a farkon rabin shekarar, an shigar da jimillar ayyukan fadada zuba jari 223 a cikin kididdigar, inda 182 suka sanar da adadin jarin, tare da zuba jari na karin kudade. fiye da yuan biliyan 937.7.Dangane da hada-hadar da aka samu, a farkon rabin shekarar, in ban da abin da ya faru na dakatar da hada-hadar kasuwanci, an sami fiye da 33 lokuta da suka shafi hadewa da saye a filin batir na lithium, wanda 26 sun sanar da adadin cinikin, tare da jimillar. kimanin yuan biliyan 17.5.A farkon rabin shekarar, an gudanar da ayyukan aza harsasai 125, 113 daga cikinsu sun bayyana adadin jarin da aka zuba, inda aka kashe sama da Yuan biliyan 521.891, da matsakaicin adadin jarin da ya kai yuan biliyan 4.619;Ayyukan gwaje-gwaje 62 da kaddamar da ayyukan, 45 sun sanar da adadin jarin, jimlar sama da yuan biliyan 157.928, tare da matsakaicin jarin Yuan biliyan 3.51.Dangane da rattaba hannu kan oda, a farkon rabin shekara, kamfanonin masana'antar sarrafa batirin cikin gida sun karɓi jimillar oda 58 a gida da waje, galibi na batir lithium, na'urorin batir ajiyar makamashi da kuma odar albarkatun ƙasa.
Dangane da aikin, bisa ga kididdigar cibiyar sadarwar batir, kamfanoni da aka jera a cikin batirin sabbin sarkar masana'antar makamashi sun bayyana bayanan hasashen aikin na rabin farkon shekara, yana nuna cewa a farkon rabin shekara, aikin Batir gabaɗayan sabuwar sarkar masana'antar makamashi ta ragu sosai, kuma ƙarfin haɓaka mai ƙarfi ya ƙare.Ana gabatar da halayen musamman a cikin masana'antar baturi: gauraye da farin ciki da baƙin ciki!Rashin haɓakar buƙatun yana raguwa;kamfanonin hakar ma'adinai: nutsewar aiki!Yawa da farashin kisa ninki biyu + riba mai rahusa;kayan abu: yi tsawa!Babban hasara biyu mafi girma a cikin lithium iron phosphate;masana'antar kayan aiki: haɓaka sau biyu a shekara!Nasarar a farkon rabin shekara a matsayin babban ɗalibi na masana'antu.Gabaɗaya, har yanzu akwai ƙalubale a bayan damar a cikin sabon sarkar masana'antar makamashi ta baturi.Yadda za a sami gindin zama a cikin hadadden yanayin kasuwa da tsarin ci gaba mai rudani ya rage a warware shi.
A 'yan kwanakin da suka gabata, Hukumar Fasinjoji ta bayyana cewa, za a kaddamar da sabbin kayayyaki masu dimbin yawa a cikin sabuwar kasuwar makamashi a cikin rabin na biyu na shekara, wanda ake sa ran zai kawo ci gaba a sabuwar kasuwar makamashi a cikin rabin na biyu na shekarar. shekara da goyan bayan tallace-tallace na kasuwa gaba ɗaya.
Ƙungiyar Fasinjoji ta annabta cewa tallace-tallacen tallace-tallace na motocin fasinja a cikin kunkuntar ma'ana a watan Yuli ana sa ran zai zama raka'a miliyan 1.73, wata-wata -8.6% da shekara-shekara -4.8%, wanda sabon dillalan makamashi. tallace-tallace sun kasance kusan raka'a 620,000, wata-wata -6.8%, haɓakar shekara-shekara na 27.5%, da ƙimar shiga kusan 35.8%.
Dangane da bayanan watan Yuli da sabbin kamfanonin makamashi suka fitar a farkon watan Agusta, dangane da sabbin rundunonin kera motoci, a watan Yuli, adadin isar da sabbin dakarun kera motoci guda biyar ya zarce motoci 10,000.Fiye da ninki biyu;Motar Weilai ta ba da motoci sama da 20,000, wanda ya yi tsayin daka;Leap Motors ya ba da motoci 14,335;Kamfanin Xiaopeng Motors ya ba da motoci 11,008, wanda ya kai wani sabon matsayi na motoci 10,000;Kamfanin Nezha Motors ya ba da sabbin motoci Sama da motoci 10,000;Kamfanin Skyworth Automobile ya kai sabbin motoci 3,452, inda ya sayar da motoci sama da 3,000 tsawon watanni biyu a jere.
A sa'i daya kuma, kamfanonin motoci na gargajiya suma suna kara rungumar sabon makamashi.A watan Yuli, SAIC Motor ya sayar da sababbin motocin makamashi na 91,000 a watan Yuli, yana ci gaba da ci gaba mai kyau na wata-wata tun daga Janairu kuma ya buga wani sabon matsayi na shekara;Ci gaban wata-wata na raka'a 45,000;Siyar da sabbin motocin makamashin da Geely Automobile ya yi ya kai raka'a 41,014, wani sabon matsayi a wannan shekara, karuwar sama da kashi 28% a duk shekara;Kasuwancin Changan Automobile na sabbin motocin makamashi a cikin Yuli ya kasance raka'a 39,500, karuwar shekara-shekara na 62.8%;Babban Wall Motors' tallace-tallace na sababbin motocin fasinja makamashi 28,896 motoci, karuwar shekara-shekara na 163%;Adadin tallace-tallace na Celes sababbin motocin makamashi ya kasance 6,934;Motar Dongfeng Lantu ta kawo sabbin motoci 3,412…
Kamfanin Changjiang Securities ya yi nuni da cewa, ana sa ran samar da sabbin motocin makamashi a cikin rabin na biyu na shekara zai wuce yadda ake tsammani.Daga mahangar aikin tasha, buƙatu na yanzu yana ƙaruwa akai-akai, matakin ƙididdiga yana cikin yanayi mai lafiya, kuma matakin farashi yana da ɗan kwanciyar hankali.A cikin gajeren lokaci, manufofi da kasuwannin kasuwa za su inganta, kuma "yaƙin farashin" zai sauƙaƙe.Tare da farfadowar tattalin arziki, ana sa ran sabon makamashi da buƙatun gabaɗaya za su ƙara inganta;Ƙasashen waje na ci gaba da ƙaruwar gudunmawar girma mai girma, kuma ana sa ran ƙididdiga za su shiga yanayin aiki mai tsayi.
Kamfanin Huaxi Securities ya ce, dangane da sabbin sarkar masana'antar motocin makamashi, a cikin gajeren lokaci, an gama lalata sarkar masana'antar da ta gabata + an fara sake dawo da kaya + a lokacin kololuwar al'ada a cikin rabin na biyu na shekara, duk. Ana sa ran hanyoyin haɗin gwiwa za su shiga matakin haɓaka fitarwa.A cikin matsakaita da na dogon lokaci, yayin da makamashin sabbin motocin makamashi na cikin gida ke motsawa sannu a hankali daga bangaren manufofin zuwa bangaren kasuwa, sabbin motocin makamashi sun shiga wani mataki na saurin kutsawa;Ƙaddamar da wutar lantarki a ƙasashen waje yana da tabbataccen azama, kuma ci gaban sababbin motocin makamashi na duniya ya sami nasara.
Rahoton Bincike na Securities na China Galaxy ya bayyana cewa, sa'a mafi duhu ta wuce, buƙatun sabbin tashoshin makamashi ya inganta, kuma an kammala lalata sarkar masana'antar batirin lithium.
Lokacin aikawa: Agusta-25-2023