CATL ta sanar bayan rufe kasuwar cewa kamfanin yana shirin saka hannun jari a cikin sabon aikin masana'antar batirin makamashi na Hungarian Era a Debrecen, Hungary, tare da jimillar jarin da bai wuce Yuro biliyan 7.34 ba (daidai da kusan RMB biliyan 50.9).Abubuwan da ke cikin ginin shine layin samar da tsarin batir wutar lantarki na 100GWh.Ana sa ran jimlar lokacin aikin ba zai wuce watanni 64 ba, kuma za a gina ginin masana'anta na farko a shekarar 2022 bayan samun amincewar da ta dace.
Game da zaɓin CATL (300750) na gina masana'anta a Hungary, wanda ya dace da ke kula da kamfanin kwanan nan ya gaya wa manema labarai daga Associated Press cewa masana'antar gida tana da kyawawan kayan tallafi kuma sun dace da siyan albarkatun batir.Har ila yau, yana cikin tsakiyar Turai kuma ya tattara manyan kamfanonin motoci, wanda ya dace da CATL a cikin lokaci.Amsa ga abokin ciniki bukatun.Kyakkyawan muhallin birni kuma ya ba da babban taimako na ci gaba don saka hannun jari na CATL da gina masana'antu a Hungary.
A cewar sabon labari daga asusun jama'a na CATL WeChat, cibiyar masana'antu tana cikin wurin shakatawa na masana'antu na kudancin Debrecen, wani birni a gabashin Hungary, wanda ke da fadin hectare 221.Yana kusa da OEMs na Mercedes-Benz, BMW, Stellantis, Volkswagen da sauran abokan ciniki.Za ta kera motoci don Turai.Masu kera suna samar da ƙwayoyin baturi da samfuran samfura.Bugu da kari, Mercedes-Benz zai kasance sabon abokin ciniki na farko kuma mafi girma a farkon samar da shi.
Wannan kuma ita ce masana'anta ta biyu da CATL ta gina a Turai bayan masana'anta a Jamus.An fahimci cewa Ningde Times a halin yanzu yana da manyan wuraren samar da kayayyaki guda goma a duniya, kuma akwai ɗaya kawai a ƙasashen waje a Thuringia, Jamus.An fara ginin masana'antar a ranar 18 ga Oktoba, 2019, tare da ikon samar da wutar lantarki mai karfin 14GWh.Ya sami lasisin samar da batir 8GWH.A halin yanzu, Yana cikin matakin shigarwa na kayan aiki kuma rukunin farko na batura zai mirgine layin samarwa kafin ƙarshen 2022.
Bisa kididdigar da aka yi na wata-wata da kungiyar kirkire-kirkire ta masana'antun sarrafa batir ta kasar Sin ta fitar a ranar 11 ga watan Agusta, jimillar karfin wutar lantarkin cikin gida ya kai 24.2GWh a watan Yuli, wanda ya karu da kashi 114.2 cikin dari a duk shekara.Daga cikin su, CATL tana da tsayin daka a tsakanin kamfanonin batir na cikin gida dangane da shigar da adadin abin hawa, tare da shigar da adadin abin hawa ya kai 63.91GWh daga Janairu zuwa Yuli, tare da kason kasuwa na 47.59%.BYD ya zo na biyu tare da kaso na kasuwa na 22.25%.
Bisa kididdigar da Cibiyar Nazarin Masana'antu ta ci gaba (GGII) ta nuna, ana sa ran samar da sabbin motocin makamashi na cikin gida zai kai raka'a miliyan 6 a cikin 2022, wanda zai fitar da jigilar wutar lantarki ya wuce 450GWh;Sabbin abubuwan samar da makamashi na duniya da kuma tallace-tallace za su wuce raka'a miliyan 8.5, wanda zai fitar da jigilar batir.Tare da bukatar da ta zarce 650GWh, Sin za ta kasance babbar kasuwar batir ta duniya;Bisa kididdigar ra'ayin mazan jiya, GGII yana tsammanin jigilar batirin wutar lantarki a duniya zai kai 1,550GWh nan da shekarar 2025, kuma ana sa ran zai kai 3,000GWh a shekarar 2030.
A cewar rahoton bincike na Yingda Securities a ranar 24 ga watan Yuni, CATL ta tura cibiyoyin samar da kayayyaki 10 a duniya kuma tana da haɗin gwiwa tare da kamfanonin motoci don samar da jimillar ƙarfin samarwa fiye da 670GWh.Tare da sansanin Guizhou, sansanin Xiamen da sauransu suna fara gini daya bayan daya, ana sa ran karfin samar da wutar lantarki zai wuce 400Gwh a karshen shekarar 2022, kuma karfin jigilar kayayyaki na shekara zai wuce 300GWh.
Dangane da hasashen buƙatun batirin lithium wanda barkewar sabuwar motar makamashi ta duniya da kasuwar ajiyar makamashi, Yingda Securities ta ɗauka cewa jigilar batir na CATL yana da kaso 30% na kasuwa.Ana tsammanin siyar da batirin lithium na CATL a cikin 2022-2024 zai kai 280GWh/473GWh bi da bi./590GWh, wanda siyar da batirin wutar lantarki ya kasance 244GWh/423GWh/525GWh bi da bi.
Lokacin da samar da albarkatun kasa ya karu bayan 2023, farashin batir zai daidaita baya.An kiyasta cewa farashin rukunin tallace-tallace na batir wutar lantarki da ajiyar makamashi daga 2022 zuwa 2024 zai zama 0.9 yuan/Wh, 0.85 yuan/Wh, da 0.82 yuan/Wh bi da bi.Kudaden da za a samu na batirin wutar lantarki zai kai yuan biliyan 220.357, yuan biliyan 359.722, da yuan biliyan 431.181.Ma'auni shine 73.9%/78.7%/78.8% bi da bi.Ana sa ran karuwar kudaden shigar batirin wutar lantarki zai kai kashi 140% a wannan shekara, kuma karuwar za ta fara raguwa a cikin shekaru 23-24.
Wasu mutane a cikin masana'antar sun yi imanin cewa CATL a halin yanzu tana cikin "matsi mai yawa."Daga hangen ikon shigar da shi kadai, CATL har yanzu yana riƙe da "saman wuri" a cikin waƙar baturi na gida tare da babban fa'ida.Koyaya, idan muka kalli rabon kasuwa, Da alama fa'idodinsa suna raguwa sannu a hankali.
Bayanai masu dacewa sun nuna cewa a farkon rabin shekarar 2022, kodayake CATL ta sami kaso na kasuwa na 47.57%, ya ragu da kashi 1.53 idan aka kwatanta da 49.10% a daidai wannan lokacin na bara.A daya hannun, BYD (002594) da Sino-Singapore Airlines suna da kaso na kasuwa na kashi 47.57%.Daga kashi 14.60% da 6.90% a daidai wannan lokacin a bara, ya karu zuwa kashi 21.59% da 7.58% a farkon rabin farkon bana.
Bugu da ƙari, CATL ya kasance a cikin mawuyacin hali na "ƙara yawan kudaden shiga ba tare da karuwar riba ba" a farkon kwata na wannan shekara.Ribar da aka samu a rubu'in farko na bana ya kai yuan biliyan 1.493, wanda ya ragu da kashi 23.62 cikin dari a duk shekara.Wannan shi ne karo na farko da aka jera CATL tun bayan da aka jera shi a watan Yunin 2018., kashi na farko da ribar riba ta fadi a shekara, kuma babban ribar riba ya ragu zuwa 14.48%, sabon karancin shekaru a cikin shekaru 2.
Lokacin aikawa: Nuwamba-09-2023