Tare da janye tallafin da jihohi suka yi da kuma soke tallafin da ake samu a cikin gida, sabbin motocin makamashi, wadanda ke tashe-tashen hankula, sun danna maballin dakatarwar ci gaban a karon farko a watan Yulin bana, kuma a cikin watanni biyu masu zuwa, tallace-tallace ya ragu a kowane lokaci.
Bayanan tallace-tallace da kungiyar masu kera motoci ta kasar Sin ta fitar sun nuna cewa, daga watan Yuli zuwa Satumba na shekarar 2019, an sayar da sabbin motocin makamashi da yawansu ya kai 80,000, 85,000 da 80,000, ya ragu da kashi 4.8%, 15.8% da 33.9% a duk shekara.
Sakamakon raguwar siyar da sabbin motocin makamashi, masana'antar batir wutar lantarki, wacce ita ce "zuciya" na sabbin motocin makamashi, ta dauki nauyin tasirin.Bisa kididdigar da aka yi na baya-bayan nan da kungiyar kere-kere ta masana'antun samar da wutar lantarki ta kasar Sin ta fitar, a watan Satumban bana, karfin batirin wutar lantarki na kasata ya kai 4.0GWh, wanda ya ragu da kashi 30.9 cikin dari a duk shekara.
Ya kamata a nuna cewa tasirin raguwar tallafin da raguwar tallace-tallace ba kawai raguwar damar da aka shigar ba ne, har ma da matsananciyar matsin lamba kan rayuwar kamfanonin batir mai ƙarfi.Kamar yadda Mo Ke, babban manazarci na True Lithium Research, ya ce, sakamakon raguwar tallafin da ake samu, gasa a masana'antar batir za ta kara tsananta a shekarar 2019.
Ya yi nuni da cewa, tare da raguwar tallafin da ake samu, kamfanonin motoci za su rage farashi ga masu kera batir, kuma ribar masu kera batir za ta ragu;Na biyu, lokacin asusun na iya yin muni, kuma zai yi wahala ga kamfanoni masu rauni na kudi don tallafawa motocin lantarki na ketare.Masu kera batir hudu ko biyar ne a kasuwa, kuma a karshe kasuwar cikin gida za ta kasance makamancin haka, yayin da kusan kamfanoni 10 ne suka rage.
A cikin wannan yanayi, menene matsayin rayuwar kamfanonin batir na yanzu?Wataƙila za mu iya samun hangen nesa game da wannan daga rahotannin aikin kashi na uku da kamfanonin batir da yawa suka fitar.
CATL: Ribar kuɗi ta faɗi 7.2% kowace shekara a cikin kwata na uku
Kwanan nan, CATL (300750, Stock Bar) ta sanar da sakamakon kwata na uku na shekarar 2019. Rahoton kudi ya nuna cewa a cikin rubu'i uku na farko, CATL ta samu kudaden shiga na yuan biliyan 32.856, karuwar kashi 71.7% a duk shekara;Ribar da aka danganta ga masu hannun jari ta kai yuan biliyan 3.464, karuwar da aka samu a duk shekara da kashi 45.65%.
Idan aka kwatanta da rabin farkon wannan shekara, kuɗin shiga na kashi ɗaya na kashi ɗaya na CATL da ci gaban ribar ya ragu a cikin kwata na uku.Rahoton kudi ya nuna cewa, a rubu'i na uku na wannan shekarar, kudaden shigar CATL ya kai yuan biliyan 12.592, wanda ya karu da kashi 28.8% a duk shekara;Ribar da aka danganta ga masu hannun jarin ta kai yuan biliyan 1.362, an samu raguwar kashi 7.2 bisa dari a duk shekara, kuma ribar da aka samu bayan ba a cire ta ta ragu da kashi 11.01% a duk shekara.
Ningde Times ya bayyana cewa, babban dalilin da ya sa kamfanin ya samu karuwar ayyukan kamfanin a cikin kashi uku na farko shi ne, yayin da ake samun saurin bunkasuwar masana'antar kera motoci ta makamashi, kasuwar bukatar batirin wutar lantarki ya karu idan aka kwatanta da lokaci guda. shekaran da ya gabata;Kamfanin ya ƙarfafa ci gaban kasuwa, ya saka hannun jari a farkon matakin don sakin ƙarfin samar da kebul, kuma ya samar da sayar da shi daidai.inganta.
Ayyukan kwata na uku sun ragu a kowace shekara.CATL ta ce hakan ya faru ne sakamakon raguwar farashin siyar da wasu kayayyaki da kuma raguwar ribar da aka samu.Haɗe tare da haɓakar saka hannun jari na R&D da kuɗaɗen gudanarwa a cikin kwata na uku, adadin kuɗin shiga ya karu.
Guoxuan Hi-Tech: Ribar kuɗi ta faɗi da kashi 12.25% a cikin rubu'i uku na farko
A ranar 29 ga watan Oktoba, kamfanin Guoxuan High-Tech (002074, Stock Bar) ya fitar da rahotonsa na kwata na uku na shekarar 2019, inda ya samu kudin shiga na aiki na yuan biliyan 1.545, wanda ya karu da kashi 3.68% a duk shekara;ribar da aka samu ga masu hannun jarin kamfanonin da aka jera ta kai yuan miliyan 227, karuwar kashi 17.22% a duk shekara;Ribar da aka samu ga masu hannun jari na kamfanonin da aka jera, ban da riba da asarar da ba a maimaita ba, ta kai yuan miliyan 117, raguwar kashi 14.13% a duk shekara;Abubuwan da aka bayar na asali a kowane hannun jari shine yuan 0.20.
A cikin rubu'i uku na farko, kudin shiga na aiki ya kai yuan biliyan 5.152, wanda ya karu da kashi 25.75% a duk shekara;ribar da aka samu ga masu hannun jarin kamfanonin da aka lissafa ta kai yuan miliyan 578, raguwar kashi 12.25% a duk shekara;ribar da aka samu ga masu hannun jarin kamfanonin da aka jera, ban da riba da asarar da ba a maimaita ba ta kai yuan miliyan 409., karuwa a kowace shekara na 2.02%;Farashin da aka bude a kasuwar ciniki ya kasance 0.51 Yuan.
DOF: Ribar kuɗi ta faɗi 62% kowace shekara a cikin kwata na uku
Kwanan baya, rahoton na uku na uku na shekarar 2019 da Duofludo (002407, Stock Bar) ya fitar ya nuna cewa, a cikin rubu'i uku na farkon wannan shekarar, kamfanin ya samu jimillar kudin shigar da ya kai yuan biliyan 2.949, wanda ya karu da kashi 10.44 bisa dari a duk shekara. Kuma ribar da aka samu ga masu hannun jarin kamfanonin da aka lissafa ta kai yuan miliyan 97.6393, wanda ya karu da yuan miliyan 97.6393 a duk shekara.Ya fadi da kashi 42.1%, kuma raguwar ta karu idan aka kwatanta da irin wannan lokacin na bara.
Daga cikin su, kudaden shiga da kamfanin ya samu a cikin rubu'i na uku ya kai kusan yuan biliyan 1.0, wanda ya dan karu da kashi 2.1% idan aka kwatanta da na shekarar da ta gabata;Ribar da kamfanin ya samu ya kai kusan yuan miliyan 14, wanda ya ragu sosai da kashi 62% idan aka kwatanta da na shekarar da ta gabata.Ribar da ake samu ta fadowa cikin kashi 6 a jere.
Duofudo ya yi kiyasin cewa ribar da kamfanin ya samu a shekarar 2019 za ta kasance tsakanin yuan miliyan 13 da yuan miliyan 19.5, raguwar kashi 70.42% -80.28%.Ribar da aka samu a bara ta kai yuan miliyan 65.9134.
Dofluoro ya bayyana a cikin rahotonsa na kudi cewa, babban dalilin da ya sa aka samu raguwar riba shi ne yadda ake samun raguwar ribar kayayyakin gishirin fluoride da kuma kara hadarin sabbin asusun ajiyar motocin makamashi.Rahoton ya nuna cewa asusun Duofuo ya kai Yuan biliyan 1.3 a cikin rubu'i uku na farko.
Xinwangda: Ribar da aka samu a cikin kwata na uku ya karu da kashi 31.24 bisa dari a duk shekara zuwa yuan miliyan 273.
Rahoton kudi na kwata na uku na Xinwanda na shekarar 2019 ya nuna cewa, daga watan Yuli zuwa Satumba na bana, Xinwanda (300207, Stock Bar) ta samu kudin shiga na aiki da ya kai yuan biliyan 6.883, wanda ya karu da kashi 23.94 bisa makamancin lokacin bara;Ribar da aka samu ta samu yuan miliyan 273, wanda ya karu da kashi 31.24 bisa dari a daidai lokacin da shekarar da ta gabata..
Daga watan Janairu zuwa Satumba, Xinwangda ta samu jimillar kudin shiga aikinta na Yuan biliyan 17.739, wanda ya karu da kashi 35.36 bisa dari bisa makamancin lokacin bara;Ribar da aka samu ta kai yuan miliyan 502, wanda ya karu da kashi 16.99 bisa dari a daidai wannan lokacin a bara.
Sunwanda ya ce an samu karuwar kudaden shiga na aiki a kashi uku na farko ya samo asali ne sakamakon karuwar odar kwastomomi idan aka kwatanta da na shekarar da ta gabata.A lokaci guda kuma, farashinsa na aiki, sarrafa tallace-tallace da sauran kuɗaɗen kuma ya ƙaru.Ya kamata a sani cewa daga watan Janairu zuwa Satumba na wannan shekara, kudin R&D na Sunwanda ya kai Yuan biliyan 1.007, wanda ya karu da kashi 61.23 bisa dari bisa makamancin lokacin bara.
A watan Satumbar wannan shekara, Sunwanda ya kasance cikin manyan batura biyar masu ƙarfi, wanda ke bayan CATL, BYD, AVIC Lithium Battery da Guoxuan High-Tech, yana samun babban ci gaban shekara-shekara na 2329.11%.Daga watan Janairu zuwa Satumba, ƙarfin da aka shigar da shi na batura ya kai 424.35MWh.
Makamashin Lithium na Yiwei: A cikin kwata na uku, ya karu da kashi 199.23% a duk shekara zuwa yuan miliyan 658.
Kwanan nan, Yiwei Lithium Energy (300014, Stock Bar) ya bayyana rahotonsa na kwata na uku na shekarar 2019. Rahoton ya nuna cewa, a rubu'i na uku na shekarar 2019, kamfanin ya samu kudin shiga aikin da ya kai yuan biliyan 2.047, wanda ya karu da kashi 81.94 cikin dari a duk shekara. ;ribar da ake dangantawa ga masu hannun jarin kamfanonin da aka lissafa yuan miliyan 658, karuwar da aka samu a duk shekara da kashi 199.23%.
A cikin rubu'i uku na farko, kamfanin ya samu kudin shiga na aiki na yuan biliyan 4.577, wanda ya karu da kashi 52.12 cikin dari a duk shekara;ribar da ta samu na yuan biliyan 1.159, karuwar kashi 205.94% a duk shekara;da kuma ribar da aka samu a kowane kashi na yuan 1.26.
Yiwei Lithium Energy ya bayyana a cikin rahotonsa na kudi cewa babban ci gaban ribar da aka samu a lokacin rahoton ya kasance saboda dalilai masu zuwa: ① Bukatar batirin lithium na farko da SPC na ETC da mitoci masu wayo sun mamaye, jigilar kayayyaki sun ninka, babban riba na samfurin. gefe ya karu, kuma ribar net yana da Mahimman cigaba;② Ƙananan samar da baturin lithium-ion ya inganta, kuma an ƙara haɓaka riba;③ Saki cikin tsari na ƙarfin samar da baturi ya haɓaka haɓaka aiki da riba;④ Ayyukan haɗin gwiwar kamfanin McQuay ya ƙaru.
A halin yanzu, ƙarfin samar da batirin lithium na Yiwei shine 11GWh, gami da 4.5GWh na batir lithium baƙin ƙarfe murabba'i, 3.5GWh na batura masu ƙarfi, 1.5GWh na batura mai murabba'i, da 1.5GWh na baturi mai laushi.Dangane da bayanai daga Reshen Aikace-aikacen Batirin Wuta, daga Janairu zuwa Satumba 2019, Yiwei Lithium Energy ya sami jimlar 907.33MWh na ƙarfin ƙarfin batirin wutar lantarki, haɓakar shekara-shekara na 48.78%, wanda ya kai kashi 2.15% na jimlar cikin gida. shigar iya aiki a daidai wannan lokacin, matsayi na biyar a cikin masana'antu.
Makamashin Penghui: Riba a cikin kwata na uku ya karu da kashi 17.52% a duk shekara zuwa yuan miliyan 134
Rahotonni na kwata na uku na kamfanin Penghui Energy na shekarar 2019 ya nuna cewa, a lokacin rahoton, kamfanin ya samu kudin shiga na aiki da ya kai yuan biliyan 1.049, wanda ya karu da kashi 29.73% a duk shekara;ribar da aka samu ga masu hannun jarin kamfanonin da aka jera ta kai yuan miliyan 134, karuwar da aka samu a duk shekara da kashi 17.52%;Ribar da aka samu bayan ban da riba da asarar da ba a maimaita ba, ta kasance yuan miliyan 127, karuwar da aka samu a shekara ta 14.43%;Farashin da aka bude a kasuwar ciniki ya kasance 0.47 Yuan.
A cikin rubu'i uku na farko, kamfanin Penghui Energy (300438, Stock Bar) ya samu jimillar kudin shiga na aiki da ya kai yuan biliyan 2.495, karuwar da ya karu da kashi 40.94% a duk shekara;ribar da aka samu ga masu hannun jarin kamfanonin da aka jera ta kai yuan miliyan 270, karuwar da aka samu a duk shekara da kashi 0.27%;in ban da ribar da ba ta hanyar gidan yanar gizo ba daga riba da asarar da aka samu akai-akai ya kai yuan miliyan 256, karuwar kashi 18.28% a duk shekara;Farashin da aka bude a kasuwar ciniki ya kasance 0.96 Yuan.
Lokacin aikawa: Dec-18-2023