A shekarar 2023, sabuwar masana'antar makamashi ta kasar Sin ta kara samar da cikakkiyar sarkar masana'antu daga hako ma'adinai na sama, samar da kayan batir na tsakiya da kera batir, zuwa gangarowar sabbin motocin makamashi, ajiyar makamashi, da batura masu amfani.Ya ci gaba da kafa manyan fa'idodi a cikin girman kasuwa da matakin fasaha, kuma yana ci gaba da haɓaka saurin bunƙasa sabon masana'antar makamashi na baturi.
Dangane da baturan wutar lantarki, bisa ga "Farin takarda kan bunkasa masana'antar batir mai karfin makamashi ta kasar Sin (2024)" tare da hadin gwiwar cibiyoyin bincike EVTank, Cibiyar Nazarin Tattalin Arziki ta Ivy, da Cibiyar Binciken Masana'antar Batir ta kasar Sin, ta ce baturin wutar lantarki na duniya ya fitar. Yawan jigilar kayayyaki ya kai 865.2GWh a cikin 2023, karuwar shekara-shekara na 26.5%.Ana sa ran nan da shekarar 2030, karfin jigilar batirin wutar lantarki a duniya zai kai 3368.8GWh, tare da kusan ninki uku na sararin girma idan aka kwatanta da 2023.
Dangane da ajiyar makamashi, bisa ga bayanai daga Hukumar Kula da Makamashi ta Kasa, sabon ikon da aka shigar a cikin 2023 ya kasance kusan kilowatts miliyan 22.6 / sa'o'in kilowatt miliyan 48.7, haɓaka sama da 260% idan aka kwatanta da ƙarshen 2022 kuma kusan sau 10 na shigar. iya aiki a ƙarshen 13th Year biyar Plan.Bugu da ƙari, yankuna da yawa suna haɓaka haɓaka sabbin makamashin makamashi, tare da ikon shigar da sama da kilowatt miliyan ɗaya a cikin lardunan 11 (yankuna).Tun bayan shirin na shekaru 5 na 14, karin sabbin damar ajiyar makamashi da aka girka ya haifar da zuba jarin tattalin arziki sama da yuan biliyan 100 kai tsaye, da kara fadada sarkar masana'antu sama da kasa, da zama wani sabon kuzari ga ci gaban tattalin arzikin kasar Sin.
Dangane da sabbin motocin makamashi, bayanan EVTank sun nuna cewa tallace-tallacen sabbin motocin makamashi a duniya ya kai raka'a miliyan 14.653 a shekarar 2023, karuwar shekara-shekara da kashi 35.4%.Daga cikin su, sayar da sabbin motocin makamashi a kasar Sin ya kai raka'a miliyan 9.495, wanda ya kai kashi 64.8% na tallace-tallace a duniya.Kamfanin EVTank ya yi hasashen cewa, cinikin sabbin motocin makamashi a duniya zai kai miliyan 18.3 a shekarar 2024, inda za a sayar da miliyan 11.8 a kasar Sin, yayin da miliyan 47 za a sayar da su a duniya nan da shekarar 2030.
Dangane da bayanan EVTank, a cikin 2023, dangane da yanayin gasa na manyan kamfanonin batir na duniya, CATL ya zama na farko tare da girman jigilar kaya sama da 300GWh, tare da kaso na kasuwar duniya na 35.7%.BYD ya zo na biyu da kashi 14.2% na kasuwar duniya, sai kuma kamfanin Koriya ta Kudu LGES, wanda ke da kaso 12.1% na kasuwar duniya.Dangane da yawan jigilar batura na ajiyar makamashi, CATL ce ta farko a duniya tare da kason kasuwa na 34.8%, sai BYD da Yiwei Lithium Energy.Daga cikin manyan kamfanoni goma na jigilar kayayyaki na duniya a cikin 2023, Ruipu Lanjun, Xiamen Haichen, China Innovation Airlines, Samsung SDI, Guoxuan High tech, LGES, da Penghui Energy kuma an haɗa su.
Ko da yake kasar Sin ta samu sakamako mai ban sha'awa a fannin batir da sabbin masana'antar makamashi, har ila yau ya kamata mu gane kalubale daban-daban da ke fuskantar ci gaban masana'antu.A cikin shekarar da ta gabata, saboda dalilai kamar raguwar tallafin da kasa ke bayarwa ga sabbin motocin makamashi da kuma yakin farashin masana'antar kera motoci, karuwar bukatar sabbin motocin makamashi ya ragu.Hakanan farashin carbonate na lithium ya ragu daga sama da yuan 500000 a farkon shekarar 2023 zuwa kusan yuan 100000 a karshen shekara, yana nuna yanayin sauyin yanayi.Masana'antar batirin lithium tana cikin tsarin rarar tsari daga ma'adanai na sama zuwa kayan tsaka-tsaki da batura na ƙasa.
Lokacin aikawa: Mayu-11-2024