Ngokwezibalo ezingaphelele ezivela kuBattery Network ekuqaleni kwalo nyaka, ngo-2023, ngaphandle kwezehlakalo zokunqanyulwa kokuthengiselana, kube namacala angama-59 ahlobene nokuhlanganiswa nokutholwa embonini yamandla amasha ebhethri, ehlanganisa izinkambu eziningi ezifana nemithombo yamaminerali, izinto zebhethri, okokusebenza, amabhethri, izimoto zamandla amasha, indawo yokugcina amandla, nokugaywa kabusha kwebhethri.
Ngo-2024, nakuba abadlali abasha abawela imingcele beqhubeka nokungena emkhakheni wamandla amasha ebhethri, inani lamacala okuhluleka kwesakhiwo esiwela umngcele kanye nokuhamba kabi liyakhula.
Ngokokuhlaziywa kwenethiwekhi yebhethri, phakathi nezinyanga ezingaphansi kwezintathu, izinkampani eziningi zihlangabezane nezithiyo emandleni amasha ebhethri awela umngcele phakathi nonyaka:
Ukukhwabanisa kwezezimali iminyaka elandelanayo* U-ST Xinhai uphoqeleka ukuthi asule ohlwini
Ngomhla ziyi-18 kuNdasa, * U-ST Xinhai (002089) wathola isinqumo esivela e-Shenzhen Stock Exchange mayelana nokukhishwa ohlwini lwamasheya e-Xinhaiyi Technology Group Co., Ltd. I-Shenzhen Stock Exchange yanquma ukunqamula ukufakwa ohlwini kwamasheya enkampani.
I-Battery Network yaqaphela ukuthi ngomhla ka-5 February, Ikhomishini Yokulawula Izimpahla Zase-China yakhipha isinqumo senhlawulo yokuphatha, yanquma ukuthi * Imibiko yaminyaka yonke ye-ST Xinhai kusukela ngo-2014 kuya ku-2019 iqukethe amarekhodi angamanga, ethinta izimo ezinkulu zokususwa kuhlu ezingekho emthethweni neziyimpoqo ezibalulwe ohlwini lwe-Shenzhen Stock Exchange. Imithetho.
Kubikwa ukuthi idethi yokuqala yesikhathi sokukhishwa nokuhlanganiswa kwesitoko se-ST Xinhai umhla zingama-26 kuNdasa, 2024, futhi isikhathi sokukhipha nokuhlanganiswa siyizinsuku eziyishumi nanhlanu zokuhweba.Idethi yokugcina yokuhweba elindelwe umhlaka-17 Ephreli 2024.
Ngokusho kwedatha, * I-ST Xinhai yaqala ukungena ochungechungeni lwemboni yamandla entsha ngo-2016 futhi isiqedele ukugcinwa okufanele emikhiqizweni yokugcina amandla.Le nkampani isiqedile ukwakhiwa kwesikhulumi sokukhiqiza iphakethe lebhethri ye-lithium futhi njengamanje inemigqa yokukhiqiza engu-4.Ngaso leso sikhathi, inkampani iphinde yatshala imali ku-Jiangxi Dibike Co., Ltd., inkampani yebhethri ye-lithium.
Ukuqedwa kwephrojekthi yebhethri ye-sodium eyizigidi eziyizinkulungwane ezimbili, i-Kexiang Shares ithola incwadi yokulawula evela e-Shenzhen Stock Exchange
Ngomhla zingama-20 kuFebhuwari, i-Kexiang Shares (300903) yamemezela ukuthi inkampani ayizange ithole incwadi yokulawula evela e-Shenzhen Stock Exchange ngenxa yokulibaziseka kokudalulwa kwenqubekelaphambili yamaphrojekthi amakhulu okutshalwa kwezimali.
Ngokukhethekile, ngoMashi 2023, i-Kexiang Co., Ltd. yasayina Inkontileka Yenhloso Yokutshala Nohulumeni Wabantu Wase-Xinfeng County, Idolobha lase-Ganzhou, Isifundazwe sase-Jiangxi, ukuze kutshalwe imali ekwakhiweni kwepaki yemboni yamandla entsha yamabhethri ne-sodium ion ion.Le phrojekthi igxile kakhulu ocwaningweni nasekuthuthukisweni, ekukhiqizweni nasekuthengisweni kwamabhethri e-sodium ion nezinto zokwakha, ngokutshalwa kwezimali okuphelele kwama-yuan ayizigidi eziyizinkulungwane ezimbili.Ngo-September 2023, ngenxa yezinye izinhlelo zokutshala izimali, iphrojekthi eyayihlelelwe ukwakhiwa e-Xinfeng County ngeke isaqhubeka, kodwa i-Kexiang Group ayizange imemezele ngesikhathi inqubekelaphambili yephrojekthi.
Ngomhla ziyi-19 kuNdasa, i-Kexiang Co., Ltd. yaphinde yamemezela ukuthi, ngokucabangela izici ezifana nokuthuthukiswa kwamasu enkampani, inkampani inqume ukunqamula inkontileka yenhloso yokutshala imali esayinwe noHulumeni Wabantu wase-Xinfeng County, Idolobha laseGanzhou, esifundazweni saseJiangxi.Ngemva kwezingxoxo zobungane noHulumeni Wabantu Wase-Xinfeng County, isivumelwano sokunqanyulwa sisanda kusayinwa phakathi kukaHulumeni Wabantu Wase-Xinfeng County kanye ne-Guangdong Kexiang Electronic Technology Co., Ltd. mayelana nenkontileka yenhloso yokutshala imali yephrojekthi entsha yebhethri ye-sodium ion ye-6GWh entsha.
I-Kexiang Co., Ltd. iveze ukuthi ngemuva kokusayina inkontileka yenhloso yokutshala imali noHulumeni Wabantu wase-Xinfeng County, lezi zinhlangothi zombili azizange zifinyelele isivumelwano sokutshala imali esisemthethweni, futhi inkampani ayizange ibe nezindleko zezezimali ezihambisanayo.Ngakho-ke, ukunqamula inkontileka yenhloso yokutshala imali ngeke kube nomthelela omubi ekusebenzeni kwenkampani kanye nesimo sezimali.
Amahemuhemu athi “Iphepha lebhethri” emngceleni: I-Meili Cloud ihlela ukumisa ukuthengwa kwe-Tianjin Juyuan ne-Suzhou Lishen
Kusihlwa ngomhla ka-4 Februwari, u-Meiliyun (000815) umemezele ukuthi inkampani ihlela ukunqamula ukushintshaniswa kwempahla okukhulu, ikhiphe amasheya ukuze kuthengwe izimpahla, futhi kuqoqwe izimali ezisekelayo kanye nemisebenzi ehlobene neqembu.Inkampani ekuqaleni ibihlele ukuthenga ukulingana okungu-100% kwe-Tianjin Juyuan New Energy Technology Co., Ltd. kanye ne-100% ye-Lishen Battery (Suzhou) Co., Ltd. ephethwe yi-Tianjin Lishen Battery Co., Ltd. ngokushintsha impahla enkulu kanye ukukhishwa kwamasheya ukuze kuthengwe izimpahla, futhi kuhlelwe futhi ukuqongelela izimali ezisekelayo.
Mayelana nezizathu zokunqamula lokhu kuhlelwa kabusha kwempahla enkulu, u-Meili Cloud uthe selokhu yasungulwa, inkampani nezinhlangano ezifanele zikhuthaze ngenkuthalo izici ezihlukahlukene zalokhu kuhlelwa kabusha kwempahla enkulu futhi zagcwalisa ngokuqinile izibopho zabo zokudalulwa kolwazi ngokuvumelana nemithetho efanele.Uma kucatshangelwa izinguquko zakamuva endaweni yemakethe nezinye izici, zonke izinhlangothi ezibandakanyekayo kumsebenzi zikholelwa ukuthi kunokungaqiniseki okuphawulekayo ekuqhubekeni nokuthuthukisa lokhu kuhlelwa kabusha kwempahla enkulu kulesi sigaba.Ukuze kuvikelwe ngempumelelo izithakazelo zenkampani nabo bonke abanikazi bamasheya, ngemva kokucutshungulwa ngokucophelela, inkampani nazo zonke izinhlangothi ezithintekayo ohlelweni lomsebenzi zixoxisane ngokuqedwa kwalokhu kuhlelwa kabusha kwempahla enkulu.
Ngokwezindaba ezedlule, ngaphambi kokuhlelwa kabusha kwe-Meili Cloud, yayizibandakanya kakhulu ekwenzeni iphepha, isikhungo sedatha, namabhizinisi e-photovoltaic.Ngalokhu kuhlelwa kabusha, inkampani esohlwini ihlela ukusungula i-Xinghe Technology njengendikimba eyinhloko yebhizinisi lokwenza amaphepha kanye nezinkampani ezimbili eziqondiswe ngamabhethri abathengi - i-Tianjin Juyuan ne-Suzhou Lishen.Ngenxa yokuthi elinye iqembu yinkampani elawulwa yi-China Chengtong, umlawuli wangempela we-Meili Cloud.Ngemuva kokuthi umsebenzi usuqediwe, umlawuli wangempela wenkampani esohlwini uhlala e-China Chengtong.
Isimemezelo esisemthethweni sokuqedwa kokuhlanganiswa kwemayini ye-lithium yaphesheya kanye nokutholwa yile nkampani esohlwini kungakapheli inyanga.
NgoJanuwari 20, ngaphansi kwenyanga ngemuva kwesimemezelo esisemthethweni, i-Huati Technology (603679) yamemezela ukuqedwa kodaba lwayo lokuthengwa kwemayini ye-lithium phesheya!
Ngokwesimemezelo esikhishwe yi-Huati Technology ngoDisemba 2023, inkampani ihlela ukubhalisela i-Mozambique KYUSHURESOURCES, SA (inkampani ebhaliswe ngaphansi kwemithetho yeRiphabhulikhi yaseMozambique, ebizwa ngokuthi "i-Kyushu Resources Company") nenye imali ebhalisiwe. 570000MT (Mozambique Meticar, ithenda esemthethweni yase-Mozambique) ngenkampani ephethwe i-Huati International Energy ngo-$3 million.Ngemuva kokuqedwa kokwenyuswa kwemali, inhlokodolobha ebhalisiwe ye-Kyushu Resources Company izoshintshwa ibe ngu-670000MT, kanti i-Huati International Energy iphethe u-85% wamasheya.I-Kyushu Resources Company inkampani yangaphandle ephethwe ngokuphelele ebhaliswe e-Mozambique, enomthwalo wemfanelo wokusebenzisa amaphrojekthi ahlobene ne-lithium ngaphakathi kwe-Mozambique, futhi iphethe u-100% wokulingana emayini ye-lithium engu-11682 e-Mozambique.
I-Huati Technology ithe ngemuva kwezingxoxo ezithile phakathi kwenkampani ne-Kyushu Resources Company mayelana nemibandela ebalulekile yohlelo lokuthuthukiswa kwephrojekthi yemayini ye-lithium, futhi ngaphandle kokuvumelana ngemibandela ebalulekile, inkampani yahlola ngokugcwele izingozi ezingaba khona zalokhu kuthengiselana futhi yenza ngokucophelela. nokuphikisana okuphelele.Ngokusekelwe ekuhlolweni kwendawo yamanje yamazwe ngamazwe, ukwehla okuqhubekayo kwezintengo ze-lithium ore kanye nesikhathi esiphansi esingaqinisekile sokusebenza kungase kube nomthelela omkhulu ekuthuthukisweni kwezimayini.Inkampani nenkampani esebenzisana nayo ekugcineni bafinyelele esivumelwaneni sokunqamula lo msebenzi wokubhaliselwe ukulingana.
Ngokusho kwedatha, i-Huati Technology ingumhlinzeki wesixazululo sohlelo osebenza kakhulu ezigcawini ezintsha zedolobha elihlakaniphile nokukhanya kwamasiko.NgoMashi 2023, i-Huati Technology yatshala imali ekusungulweni kwe-Huati Green Energy, yandisa ibhizinisi layo elihlobene namabhethri amasha, igxile ekuhloleni imakethe yokukhula okuphezulu kwezicelo zebhethri ye-lithium, futhi kancane kancane ithuthukisa ibhizinisi layo lokusebenzisa ibhethri.NgoJulayi wonyaka ofanayo, inkampani yasungula i-Huati Lithium Energy, ehileleke kakhulu ekuthengisweni kwe-lithium ores;Ngo-September, i-Huati Technology kanye ne-Huati Lithium basungule ngokuhlanganyela i-Huati International Energy (Hainan) Co., Ltd., ibambe iqhaza kakhulu ekuthengisweni nasekuthekeni kwezimpahla, ukuthengiswa kwezinsimbi zensimbi, namanye amabhizinisi.
I-Black Sesame: Iphrojekthi Yebhethri Yesitoreji Samandla noma Yehlisa Isikali Sotshalomali
NgoJanuwari 4, lapho iBlack Sesame (000716) iphendula abatshalizimali mayelana nephrojekthi yokwakha isitshalo sokugcina amandla, intengo yokuthengwa kwemishini yokukhiqiza ibhethri yesitoreji samandla nezinto zokusetshenziswa zashintsha kakhulu engxenyeni yesibili ka-2023, futhi isimo semakethe sashintsha kakhulu.Inkampani ithuthukise ukuhlelwa kwezitshalo ngokuvumelana nezinguquko zesimo sangaphandle futhi yabonisa izinhlelo ezifanele ngemva kokulungiswa ukuze kuncishiswe isikali sokutshala izimali nokuqinisekisa ukuqhubeka kobuchwepheshe bokukhiqiza.Isigaba sokuqala salolu hlelo kulindeleke ukuthi siqedwe kulo nyaka.
Kubikwa ukuthi iBlack Sesame izotshala ama-yuan ayizigidi ezingu-500 endaweni yokugcina amandla emngceleni we-Tianchen New Energy ekupheleni kuka-2022. Ngo-April 1, 2023, i-Black Sesame yamemezela ukuqedwa kokukhula kwayo kokutshalwa kwezimali kwamayuan ayizigidi ezingu-500 e-Tianchen New Energy. .Ngasikhathi sinye, ihlela ukuguqula ibhizinisi lenkampani ephethwe ngokuphelele, i-Jiangxi Xiaohei Xiaomi, ibe ukukhiqizwa nokusebenza kwamabhethri e-lithium okugcina amandla, futhi itshale ama-yuan ayizigidi eziyizinkulungwane ezingama-3.5 ukuze kwakhiwe isizinda sokukhiqiza amandla esinomphumela wonyaka we 8.9GWh.
Ngaphezu kwalokho, ngokwezibalo, ngo-2023, imfashini ewela umngcele ye-"Women's Fashion King" izoqedwa, futhi kuzoba nezingqinamba ekuhlelweni kwebhethri eliwela umngcele kanye nezinkambu zamandla ezintsha, njenge-ceramic endala. inkampani esohlwini ye-Songfa Group, inkampani ehweba ngensimbi namalahle * ST Yuancheng, inkampani yegeyimu yeselula i-Kunlun Wanwei, inkampani ekhiqiza i-organic pigment uLily Flower, inkampani endala yokuthuthukisa izindlu nezindlu * ST Songdu, inkampani endala eyenza imithi * ST Bikang, inkampani yezezindlu i-Guancheng Datong, endala inkampani yebhethri le-lead-acid i-Wanli Co., Ltd., kanye nenkampani yesiteshi samandla e-photovoltaic i-Jiawei New Energy.
Ngaphezu kwezinkampani ezishiwo esimemezelweni esisemthethweni, kukhona nezinkampani eziwela imingcele eziye zaphendula lapho zibuzwa ngesimo samaphrojekthi ahlobene namandla amasha ebhethri: "Ubuchwepheshe obufanele busesigabeni socwaningo nentuthuko," "Kukhona okwamanje asikho isikhathi esiqondile sokukhiqiza,” “Izimo zemikhiqizo efanele ezokwethulwa futhi idayiswe azikakafinyelelwa.”Okubaluleke nakakhulu, ngemva kwesimemezelo esisemthethweni sokuwela umngcele, ukukhuthazwa kwebhizinisi elihlobene nebhethri lamandla amasha bekuthule, futhi akubanga khona izindaba zokuqashwa kwamathalenta, ukwehlisa buthule noma ukumisa ijubane lokuthuthukiswa kwemingcele.
Kungabonakala ukuthi "izinguquko ezibalulekile esimweni semakethe" zingenye yezizathu eziyinhloko zangaphandle zezithiyo eziwela umngcele.Kusukela ngo-2023, ukulindela okuphezulu embonini yebhethri yamandla neyokugcina amandla kuye kwabangela ukushisa okutshalwa kwezimali, kwagqamisa ukugcwala kwesakhiwo, kanye nokuncintisana komkhakha okuqinisiwe.
UWu Hui, iMenenja Jikelele yoMnyango Wezocwaningo we-Ivy Economic Research Institute kanye noMongameli we-China Battery Industry Research Institute, muva nje ubikezele ngesikhathi exhumana neBattery Network, “Mayelana nokususwa kwesitokisi, ngicabanga ukuthi kusengaba nengcindezi enkulu yokudiliza phakathi nonyaka. , futhi nangonyaka ozayo, ngoba iqoqo lemboni yonke alikathuthukiswa kakhulu ngo-2023.”
UZhi Lipeng, onguSihlalo we-Qingdao Lanketu Membrane Materials Co., Ltd., ngaphambilini uphakamise ukuthi “uma amabhizinisi awela imingcele engenawo ubuhlakani obusha, izindleko zolwelwesi zizoba phezulu, futhi ngeke neze akwazi ukuncintisana namabhizinisi akhona ahamba phambili. embonini.Benze kahle ngokwamandla ezobuchwepheshe, ikhono lokuxhasa ngezimali, ukulawulwa kwezindleko, umnotho wesilinganiso, njll. Uma belungiselela ukukhiqiza imikhiqizo efanayo futhi bentula ukuncintisana, akufanele bangene embonini ye-membrane. ".
Isikhathi sokuthumela: Mar-28-2024