A ranar 11 ga Oktoba, sabbin bayanan da cibiyar bincike ta Koriya ta Kudu ta fitar ta SNE Research sun nuna cewa karfin shigar batir masu amfani da wutar lantarki (EV, PHEV, HEV) da aka yiwa rajista a duk duniya daga Janairu zuwa Agusta 2023 ya kai kusan 429GWh, karuwar 48.9% sama da irin wannan. lokacin bara.
Matsayin ƙarfin ƙarfin batirin wutar lantarki na duniya daga Janairu zuwa Agusta 2023
Idan aka yi la'akari da manyan kamfanoni 10 da suka fi karfin shigar batir a duniya daga watan Janairu zuwa Agusta, kamfanonin kasar Sin har yanzu suna da kujeru shida, wato CATL, BYD, Sin New Aviation, Everview Lithium Energy, Guoxuan Hi-Tech da Sunwanda, babban birnin The hannun jari shine 63.1 %.
Musamman, daga watan Janairu zuwa Agusta, CATL na kasar Sin a matsayi na farko da kashi 36.9% a kasuwa, kuma adadin batirin da aka shigar ya karu da kashi 54.4% a duk shekara zuwa 158.3GWh;Adadin batirin BYD ya karu da kashi 87.1% duk shekara zuwa 68.1GWh.An bi shi a hankali tare da kason kasuwa na 15.9%;Adadin batirin jirgin sama na Zhongxin ya karu da kashi 69% a duk shekara zuwa 20GWh, wanda ya zo na shida da kaso 4.7% a kasuwa;Yiwei lithium baturi shigar da ƙarar abin hawa ya karu da 142.8% na shekara-shekara % zuwa 9.2GWh, matsayi na 8th tare da rabon kasuwa na 2.1%;Girman shigarwar baturi na Guoxuan Hi-Tech ya karu da kashi 7.7% a shekara zuwa 9.1GWh, matsayi na 9 tare da rabon kasuwa na 2.1%;Batirin Xinwanda Adadin abin hawa ya karu da kashi 30.4% duk shekara zuwa 6.2GWh, wanda ke matsayi na 10 tare da kaso 1.4% na kasuwa.Daga cikin su, daga Janairu zuwa Agusta, ƙarar ƙarar batirin lithium na Yiwei kawai ya sami ci gaba mai lamba uku a shekara.
Bugu da kari, daga watan Janairu zuwa Agusta, adadin shigar batir na kamfanonin batir uku na Koriya ta Kudu, duk sun nuna bunkasuwa, amma kasuwar ta fadi da kashi 1.0 bisa dari daga daidai lokacin bara zuwa kashi 23.4%.LG New Energy ya zo na 3, tare da karuwar kashi 58.5% a duk shekara, kuma adadin abin hawa da aka shigar ya kasance 60.9GWh, tare da kaso na kasuwa na 14.2%.SK On da Samsung SDI suna matsayi na 5th da 7th bi da bi, tare da SK A yana haɓaka 16.5% kowace shekara.Girman abin hawa da aka shigar 21.7GWh, tare da kason kasuwa na 5.1%.Samsung SDI ya karu da kashi 32.4% na shekara-shekara, tare da shigar da girma na 17.6GWh, tare da kasuwar kasuwa na 4.1%.
A matsayinsa na kamfanin Japan daya tilo da ya shiga cikin goman farko, yawan abin hawa da Panasonic ya girka daga watan Janairu zuwa Agusta ya kai 30.6GWh, wanda ya karu da kashi 37.3 bisa dari a daidai wannan lokacin a bara, kuma kasuwarsa ta kai kashi 7.1%.
Binciken SNE ya yi nazarin cewa haɓakar tallace-tallacen motocin lantarki na duniya ya ragu kwanan nan.An dai bayyana farashin motoci a matsayin babban abin da ya jawo koma baya, inda kasuwar motocin masu amfani da wutar lantarki ta kunno kai.Don rage farashin batura, wanda ke da mafi girman kaso na farashin motocin lantarki, kamfanoni da yawa suna amfani da batir phosphate na lithium baƙin ƙarfe wanda ya fi tsada fiye da batura masu ternary.An fahimci cewa, yayin da bukatar batirin lithium iron phosphate na motoci masu amfani da wutar lantarki ke karuwa, manyan kamfanoni uku na kasar Koriya ta Kudu da ke ci gaba da bunkasa batura masu inganci, su ma suna kara fadada don kera batir masu amfani da wutar lantarki marasa inganci.Yayin da kasashe ke tada shingen kasuwanci, kamar dokar rage hauhawar farashin kayayyaki ta Amurka (IRA), ya zama da wahala kamfanonin kasar Sin masu karfin batir phosphate na lithium iron phosphate su shiga kasuwa kai tsaye, kuma sauye-sauyen da aka samu a kasuwannin ya jawo hankalin jama'a sosai.A sa'i daya kuma, manyan kamfanoni uku na Koriya ta Kudu su ma suna bin dabarun batir phosphate na lithium.
Bugu da kari, dangane da kasuwannin cikin gida, a wannan rana ta (11 ga Oktoba), bisa ga bayanan wata-wata na batura masu amfani da wutar lantarki da makamashi a watan Satumban shekarar 2023 da kungiyar kere-kere ta masana'antun sarrafa batir ta kasar Sin ta fitar, ta fuskar fitarwa, in Satumba, jimlar wutar lantarki da batirin ajiyar makamashi na ƙasata Abubuwan da aka samar ya kasance 77.4GWh, haɓakar 5.6% a kowane wata da 37.4% kowace shekara.Daga cikin su, samar da batirin wutar lantarki ya kai kusan 90.3%.
Daga watan Janairu zuwa Satumba, jimillar adadin wutar lantarki da batura na ajiyar makamashi na ƙasata ya kai 533.7GWh, tare da yawan fitarwar ya karu da kashi 44.9% duk shekara.Daga cikin su, samar da batirin wutar lantarki ya kai kusan 92.1%.
Dangane da tallace-tallace, a cikin watan Satumba, jimillar siyar da batir ɗin wuta da makamashi na ƙasata ya kai 71.6GWh, karuwa a kowane wata na 10.1%.Daga cikin su, adadin siyar da batir masu amfani da wutar lantarki ya kai 60.1GWh, wanda ya kai kashi 84.0%, karuwa a wata-wata da kashi 9.2%, da karuwar kashi 29.3% a duk shekara;Siyar da batirin ajiyar makamashi ya kasance 11.5GWh, wanda ya kai kashi 16.0%, karuwar wata-wata da kashi 15.0%.
Daga watan Janairu zuwa Satumba, jimillar tallace-tallacen da kasata ta yi na batir wutar lantarki da makamashi ya kai 482.6GWh.Daga cikin su, jimlar tallace-tallace na batir masu amfani da wutar lantarki ya kai 425.0GWh, wanda ya kai kashi 88.0%, tare da ci gaban shekara-shekara na 15.7%;Adadin tallace-tallace na batir ajiyar makamashi ya kasance 57.6GWh, wanda ya kai kashi 12.0%.
Dangane da fitar da kayayyaki zuwa kasashen waje, a watan Satumba, jimillar fitar da wutar lantarki da batir ajiyar makamashi da kasata ke fitarwa ya kai 13.3GWh.Daga cikin su, sayar da batirin wutar lantarki da aka yi a kasashen waje ya kai 11.0GWh, wanda ya kai kashi 82.9%, an samu karuwar kashi 3.8 a kowane wata, da karuwar kashi 50.5 cikin dari a duk shekara.Siyar da fitar da batirin ajiyar makamashi ya kai 2.3GWh, wanda ya kai kashi 17.1%, karuwar wata-wata da kashi 23.3%.
Daga watan Janairu zuwa Satumba, jimilar fitar da wutar lantarki da batirin ajiyar makamashi da kasarta ke fitarwa ya kai 101.2GWh.Daga cikin su, jimlar siyar da batura masu amfani da wutar lantarki zuwa 89.8GWh, wanda ya kai kashi 88.7%, tare da karuwar kashi 120.4% a duk shekara;Adadin tallace-tallacen da aka tara na batir ajiyar makamashi ya kai 11.4GWh, wanda ya kai kashi 11.3%.
Dangane da girman shigar abin hawa, a cikin watan Satumba, batirin wutar lantarki na kasata ya sanya karfin abin hawa ya kai 36.4GWh, karuwa a duk shekara da kashi 15.1% da karuwa a wata-wata da kashi 4.4%.Daga cikin su, adadin da aka girka na batir na ternary ya kai 12.2GWh, wanda ya kai kashi 33.6% na jimlar adadin da aka girka, an samu karuwar kashi 9.1 cikin dari a shekara, da karuwar kashi 13.2% a duk wata;Adadin da aka shigar na batir phosphate na lithium iron phosphate ya kai 24.2GWh, wanda ya kai kashi 66.4% na jimlar adadin da aka girka, an samu karuwar kashi 18.6 a duk shekara, da karuwa a wata-wata da kashi 18.6%.karuwa da 0.6%.
Daga watan Janairu zuwa Satumba, yawan adadin batir ɗin da aka girka a ƙasata ya kai 255.7GWh, jimlar karuwar shekara-shekara na 32.0%.Daga cikin su, jimlar shigar da ƙarar batura masu ƙarfi shine 81.6GWh, wanda ya kai kashi 31.9% na jimlar adadin da aka girka, tare da haɓakar haɓakar shekara-shekara na 5.7%;Adadin da aka shigar na batir phosphate na lithium baƙin ƙarfe shine 173.8GWh, wanda ya kai kashi 68.0% na jimlar ƙarar da aka girka, tare da haɓakar haɓakar shekara-shekara na 49.4%.
A watan Satumba, jimlar kamfanonin batir 33 a cikin sabuwar kasuwar motocin makamashi ta ƙasata sun sami tallafin shigar da abin hawa, 3 ƙasa da daidai lokacin na bara.Baturin wutar da aka shigar na manyan 3, na sama 5, da manyan kamfanonin batir 10 sun kasance 27.8GWh, 31.2GWh, da 35.5GWh, wanda ya kai kashi 76.5%, 85.6%, da 97.5% na jimlar karfin da aka shigar.
Manyan kamfanonin batir na cikin gida 15 dangane da girman shigar abin hawa a watan Satumba
A watan Satumba, manyan kamfanonin batir na cikin gida goma sha biyar dangane da shigar da adadin abin hawa sun hada da: CATL (14.35GWh, lissafin kashi 39.41%), BYD (9.83GWh, ya kai kashi 27%), Sin New Aviation (3.66GWh, lissafin 10.06 %) %), Yiwei Lithium Energy (1.84GWh, lissafin kashi 5.06%), Guoxuan Hi-Tech (1.47GWh, lissafin 4.04%), LG New Energy (1.28GWh, lissafin 3.52%), Honeycomb Energy (0.99GWh) , lissafin kashi 3.52%) ya kai 2.73%), Xinwangda (0.89GWh, ya kai 2.43%), Zhengli New Energy (0.68GWh, ya kai kashi 1.87%), Fasahar Funeng (0.49GWh, ya kai 1.35%), Ruipu Lanjun. (0.39GWh, lissafin 1.07%), polyfluoropolymer (0.26GWh, lissafin 0.71%), Henan Lithium Dynamics (0.06GWh, lissafin 0.18%), SK (0.04GWh, lissafin 0.1%), Ƙofar Ƙofar (0.1%) ) 0.03GWh, lissafin kashi 0.09%).
Daga watan Janairu zuwa Satumba, jimlar kamfanonin batir 49 a cikin sabuwar kasuwar motocin makamashi ta ƙasata sun sami tallafin shigar da abin hawa, wanda ya ninka na lokaci ɗaya a bara.Batirin wutar lantarki ya shigar da girma na manyan 3, saman 5, da manyan kamfanonin batir 10 sun kasance 206.1GWh, 227.1GWh da 249.2GWh, wanda ya kai 80.6%, 88.8% da 97.5% na jimlar ƙarfin da aka shigar.
Manyan kamfanonin batir na cikin gida 15 dangane da girman shigar abin hawa daga Janairu zuwa Satumba
Daga watan Janairu zuwa Satumba, manyan kamfanonin batir na cikin gida guda 15 dangane da shigar da adadin abin hawa su ne: CATL (109.3GWh, ya kai 42.75%), BYD (74GWh, ya kai kashi 28.94%), Sin New Aviation (22.81GWh, lissafin kudi). 22.81GWh, lissafin 28.94%) 8.92%), Yiwei Lithium Energy (11GWh, lissafin 4.3%), Guoxuan Hi-Tech (10.02GWh, lissafin 3.92%), Sunwoda (5.83GWh, lissafin kudi, LG%) 2.28 Sabon Makamashi (5.26GWh, Lissafi na 2.06%), Makamashin Ruwan Zuma (4.41GWh, lissafin 1.73%), Fasahar Funeng (3.33GWh, lissafin 1.3%), Zhengli New Energy (3.22GWh, lissafin 1.26%), Ruipu Lanjun (2.43GWh, lissafin 0.95%), Polyfluorocarbon (1.17GWh, lissafin 0.46%), Ƙofar Ƙofar (0.82GWh, lissafin 0.32%), Lishen (0.27GWh, lissafin 0.11%), GW (h0.2) ya canza zuwa +0.09%.
Lokacin aikawa: Oktoba-12-2023