Ngomhla ziyi-11 kuNdasa, i-China Automotive Power Battery Industry Innovation Alliance ikhiphe idatha yanyanga zonke yamabhethri kagesi kaFebruwari 2024. Mayelana nokukhiqizwa, kusukela ngoJanuwari kuya kuFebruwari, imboni yebhethri yamandla yaseChina yabona ukukhula, kodwa ngenxa yomthelela weholide Lomkhosi Wasentwasahlobo. , izimo zemakethe zokukhiqizwa kwebhethri lamandla, ukuthengiswa, nokufakwa ngoFebruwari zazingezinhle.
NgoFebhuwari, inani lokukhiqizwa kwamandla namanye amabhethri e-China lalingu-43.6GWh, ukwehla ngo-33.1% ngenyanga kanye no-3.6% unyaka nonyaka.
Kusukela ngoJanuwari kuya kuFebhuwari, ukukhiqizwa kwamandla namanye amabhethri e-China kwaba ngu-108.8 GWh, okuwukunyuka konyaka ngo-29.5%.
Mayelana nokuthengiswa, ngoFebhuwari, inani eliphelele lokuthengiswa kwamandla namanye amabhethri e-China lalingu-37.4GWh, ukwehla ngo-34.6% ngenyanga kanye no-10.1% unyaka nonyaka.Phakathi kwazo, umthamo wokuthengisa wamabhethri kagesi wawungu-33.5GWh, olinganiselwa ku-89.8%, ukwehla kwenyanga ngenyanga ngo-33.4%, kanye nokwehla konyaka ngo-7.6%;Ivolumu yokuthengiswa kwamanye amabhethri ibingu-3.8GWh, ibalwa ku-10.2%, yehle ngo-43.2% ngenyanga kanye no-27.0% unyaka nonyaka.
Kusukela ngoJanuwari kuya kuFebruwari, ukuthengiswa okuhlanganisiwe kwamandla namanye amabhethri e-China kufinyelele ku-94.5 GWh, okuwukunyuka konyaka ngo-26.4%.Phakathi kwazo, ukuthengiswa okuhlanganisiwe kwamabhethri kagesi kube ngu-83.9GWh, okubalelwa ku-88.8%, nokukhuphuka konyaka nonyaka ngama-31.3%;Ukuthengiswa okuhlanganisiwe kwamanye amabhethri kube ngu-10.6GWh, okubalelwa ku-11.2%, ukwehla konyaka nonyaka ngo-2.3%.
Mayelana nevolumu yokulayisha, ngoFebhuwari, umthamo wokulayisha wamabhethri kagesi eShayina wawungu-18.0 GWh, ukwehla konyaka nonyaka ngo-18.1% kanye nenyanga ngenyanga yehle ngo-44.4%.Umthamo ofakiwe wamabhethri e-ternary ubungu-6.9 GWh, okubalelwa ku-38.7% wawo wonke umthamo ofakiwe, ukwanda konyaka nonyaka ngo-3.3%, kanye nenyanga ngenyanga yehle ngo-44.9%;Umthamo ofakiwe wamabhethri e-lithium iron phosphate ngu-11.0 GWh, okubalelwa ku-61.3% wesamba somthamo ofakiwe, ukwehla konyaka nonyaka ngama-27.5% kanye nenyanga ngenyanga ukwehla ngo-44.1%.
NgoFebhuwari, isamba sezinkampani zamabhethri anamandla angu-36 emakethe yezimoto zamandla amasha e-China zazuza ukusekelwa kokufakwa kwezimoto, ukwehla ngo-3 uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule.Izinkampani eziphezulu ezingu-3, eziphezulu ezingu-5, nezingu-10 eziphezulu ezifake amabhethri anamandla angu-14.1GWh, 15.3GWh, kanye no-17.4GWh, okubalelwa ku-78.6%, 85.3%, kanye no-96.7% yenani lezimoto ezifakiwe, ngokulandelana.Ingxenye yezinkampani eziyishumi ezihamba phambili yehle ngamaphesenti angu-1.7 uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule.
Izinkampani eziphezulu eziyi-15 zamabhethri kagesi asekhaya ngokwevolumu yokufakwa kwezimoto ngoFebhuwari
NgoFebhuwari, izinkampani ezingu-15 ezihamba phambili zamabhethri kagesi ezifuywayo ngokwezimoto ezifakiwe kwakuyilezi: I-CATL (9.82 GWh, ibalwa ngo-55.16%), i-BYD (3.16 GWh, ibalwa ngo-17.75%), i-Zhongchuangxin Aviation (1.14 GWh, ibalwa ngo-6.38%) , Yiwei Lithium Energy (0.63 GWh, accounting for 3.52%), Xinwangda (0.58 GWh, accounting for 3.25%), Guoxuan High tech (0.53 GWh, accounting for 2.95%), Ruipu Lanjun (0.46 GWh, accounting for 2.5%), I-Honeycomb Energy (0.42 GWh, ibalwa ku-2.35%), kanye ne-LG Amandla Amasha (0.33 GWh, ebalwa ngo-2.35%).I-6GWh (ibala u-2.00%), i-Jidian New Energy (0.30GWh, i-akhawunti engu-1.70%), i-Zhengli New Energy (0.18GWh, i-accounting 1.01%), i-Polyfluoro (0.10GWh, i-accounting engu-0.57%), i-Funeng Technology (0.08GWh) , ibalwa ku-0.46%), i-Henan Lithium Power (0.01GWh, i-accounting engu-0.06%), kanye ne-Anchi New Energy (0.01GWh, ebalwa ngo-0.06%).
Kusukela ngoJanuwari kuya kuFebhuwari, ivolumu ehlanganisiwe efakiwe yamabhethri kagesi e-China ibingu-50.3GWh, okuwukunyuka konyaka ngama-32.0%.Umthamo ofakiwe ohlanganisiwe wamabhethri e-ternary ngu-19.5Wh, okubalelwa ku-38.9% wesamba somthamo ofakiwe, nokunyuka konyaka nonyaka ngo-60.8%;Umthamo ofakiwe ohlanganisiwe wamabhethri e-lithium iron phosphate ngu-30.7 GWh, ubalwa u-61.1% wawo wonke umthamo ofakiwe, nokunyuka konyaka nonyaka ngo-18.6%.
Kusukela ngoJanuwari kuya kuFebhruwari, isamba sezinkampani zamabhethri anamandla angama-41 emakethe yezimoto zamandla amasha e-China zithole ukwesekwa kokufakwa kwezimoto, okukhuphuke ngo-2 uma kuqhathaniswa nonyaka odlule.Izinkampani eziphezulu ezingu-3, eziphezulu ezingu-5, nezingu-10 eziphezulu zifake amabhethri anamandla angu-37.8 GWh, 41.9 GWh, kanye no-48.2 GWh, okubalelwa ku-75.2%, 83.3%, kanye no-95.9% wezimoto ezifakiwe, ngokulandelana.
Izinkampani eziphezulu eziyi-15 zamabhethri kagesi ezifuywayo ngokwevolumu yokufaka izimoto kusukela ngoJanuwari kuya kuFebhuwari
Kusukela ngoJanuwari kuya kuFebruwari, izinkampani eziphezulu ezingu-15 zamabhethri asekhaya ngokwevolumu yokufakwa kwezimoto bekuyi-Ningde Times (25.77 GWh, ibalwa ngo-51.75%), i-BYD (9.16 GWh, ibalwa ngo-18.39%), i-Zhongchuangxin Aviation (2.88 GWh, ibalwa 5.79%), Guoxuan High tech (2.09 GWh, accounting for 4.19%), Yiwei Lithium Energy (1.98 GWh, accounting for 3.97%), Honeycomb Energy (1.89 GWh, accounting 3.80%), Xinwangda (1.52 GWh.5) %), LG New Energy (1.22 GWh, accounting for 2.44%), kanye ne-Ruipu Lanjun Energy.(1.09 GWh, ibalwa ngo-2.20%), i-Jidian New Energy (0.61 GWh, ibalwa ngo-1.23%), i-Zhengli New Energy (0.58 GWh, ibalwa ngo-1.16%), i-Funeng Technology (0.44 GWh, i-accounting engu-0.88%), i-Duofuduo ( I-0.31 GWh, ibalwa ku-0.63%), i-Penghui Energy (0.04 GWh, i-accounting engu-0.09%), kanye ne-Anchi New Energy (0.03GWh, ebalwa ngo-0.06%).
Ngokwesilinganiso somthamo okhokhiswayo wamabhayisikili, ngoFebhuwari, umthamo oshajwayo wamabhayisikili amasha eShayina wawungu-49.5kWh, ngenyanga ngokwenyuka kwenyanga ngo-9.3%.Isilinganiso somthamo wokushajwa wezimoto zabagibeli ezisebenza ngogesi kanye nezimoto zomgibeli eziyi-plug-in ezihlanganisiwe kube ngu-58.5kWh no-28.8kWh, ngokulandelana, ukwenyuka kwenyanga ngenyanga ngo-12.3% nokwehla ngo-0.2%.
Kusukela ngoJanuwari kuya kuFebhuwari, isilinganiso sokushajwa kwezimoto ezintsha e-China sasingu-46.7 kWh.Isilinganiso somthamo wokushajwa wezimoto ezithwala amandla amasha, amabhasi, nezimoto ezikhethekile ngemoto ngayinye ngu-44.1kWh, 161.4kWh, kanye no-96.3kWh, ngokulandelana.
Mayelana nomthamo wokufakwa kwamabhethri e-solid-state namabhethri e-sodium ion, kusukela ngoJanuwari kuya kuFebruwari, i-China yazuza ukufakwa kwamabhethri angama-semi-solid namabhethri e-sodium ion.Izinkampani ezisekela amabhethri yi-Weilan New Energy ne-Ningde Times.
NgoFebhuwari, amandla afakiwe amabhethri e-sodium ion ayengu-253.17kWh, futhi amandla afakiwe amabhethri aqinile angu-166.6MWh;Kusukela ngoJanuwari kuya kuFebhruwari, amabhethri e-sodium ion alayishwa angu-703.3kWh kanti amabhethri angaqinile alayishwa ngo-458.2MWh.
Mayelana nokuthunyelwa kwamanye amazwe, ngoFebhuwari, inani eliphelele lamabhethri athunyelwa ngaphandle eShayina lalingu-8.2GWh, ukwehla ngo-1.6% ngenyanga kanye no-18.0% unyaka nonyaka, okubalelwa ku-22.0% wokuthengiswa kwenyanga.Phakathi kwazo, ukuthunyelwa kwamabhethri kagesi kwamanye amazwe kwaba ngu-8.1GWh, okubalelwa ku-98.6%, ukwehla ngo-0.7% ngenyanga kanye nokwehla konyaka ngonyaka ngo-10.9%.Ukuthunyelwa kwamanye amabhethri kwaba ngu-0.1GWh, okubalelwa ku-1.4%, ukwehla ngo-38.2% ngenyanga kanye no-87.2% unyaka nonyaka.
Kusukela ngoJanuwari kuya kuFebhuwari, ukuqoqwa kokuthunyelwa kwamandla namanye amabhethri e-China kwafinyelela ku-16.6 GWh, okubalelwa ku-17.6% wokuthengisiwe okuhlanganisiwe ezinyangeni ezimbili zokuqala kanye nokwehla konyaka ngonyaka ngo-13.8%.Phakathi kwazo, ukuqoqwa kokuthunyelwa kwamanye amazwe kwamabhethri kagesi kwaba ngu-16.3GWh, okubalelwa ku-98.1%, ukwehla konyaka nonyaka ngo-1.9%;Ukuthunyelwa kwamanye amabhethri okuhlanganisiwe kube ngu-0.3GWh, okubalelwa ku-1.9%, ukwehla konyaka nonyaka ngama-88.2%.
Ngaphezu kwalokho, mayelana nokuthunyelwa kwezimoto ezintsha zamandla, ngokusho kwedatha evela ku-China Association of Automobile Manufacturers, ngoFebhuwari, ukuthunyelwa kwezimoto ezintsha zamandla kufinyelele amayunithi angama-82000, ukwehla ngo-18.5% ngenyanga kanye no-5.9% unyaka nonyaka- unyaka.Phakathi kwazo, ukuthunyelwa kwezimoto zikagesi ezihlanzekile kufinyelele kumayunithi angu-66000, ukwehla kwe-19.1% ngenyanga kanye no-19.4% unyaka nonyaka;Zingu-16 000 izimoto ezixhumene ne-plug-in ezithunyelwe kwamanye amazwe, ngenyanga ngenyanga yehle ngo-15.5% kanti unyaka nonyaka yenyuke izikhathi ezingu-2.3.
Kusukela ngoJanuwari kuya kuFebhuwari, ukuthunyelwa kwezimoto ezintsha zamandla kufinyelele kumayunithi ayi-182000, okuwukukhula konyaka ngo-7.5%.Phakathi kwazo, izimoto zikagesi ezingahlanzekile eziyi-148000 zathunyelwa kwamanye amazwe, ukwehla konyaka nonyaka ngo-7.5%;Kwathunyelwa izimoto ezingama-34000 ezingama-plug-in hybrid, okuwukukhuphuka konyaka nonyaka izikhathi ezi-2.7.
Mayelana nokuthunyelwa kwezimoto zabagibeli zamandla amasha, ngokusho kweChina Association of Automobile Manufacturers, ukuthunyelwa kwezimoto ezintsha zabagibeli ezinamandla ngoFebhuwari bekungamayunithi angama-79000, ukukhuphuka konyaka ngo-0.1% kanye nenyanga ngenyanga kwehle ngo-20.0%. , okubalelwa ku-26.4% wezimoto ezithunyelwa ngaphandle, ukwehla ngamaphesenti angu-4.8 uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule;Phakathi kwazo, ugesi omsulwa ubiza u-81.4% wamandla amasha athunyelwa ngaphandle, futhi izinga le-A0+A00 lezinga likagesi elihlanzekile lihlanganisa u-53% wamandla amasha athunyelwa ngaphandle.
Ngokukhethekile, ngoFebhuwari, iTesla China yathumela ngaphandle izimoto ezingama-30224, iBYD Automobile yathumela ngaphandle izimoto ezingama-23291, iSAIC GM Wuling yathumela ngaphandle izimoto ezingama-2872, Izimoto zabagibeli zeSAIC zathumela ngaphandle izimoto ezingama-2407, iChery Automobile yathumela ngaphandle izimoto ezingama-2387, Izimoto zeZhibile 4 Izimoto ezithunyelwa ngaphandle kwe-Auto20 I-Nezha Automobile ithumele ngaphandle izimoto eziyi-1695, i-Changan Automobile yathumela ngaphandle izimoto eziyi-1486, i-GAC Trumpchi yathumela ngaphandle izimoto eziyi-1314, i-GAC Aion yathumela ngaphandle izimoto eziyi-1296, iBrilliance BMW yathumela ngaphandle izimoto eziyi-1201, iGreat Wall Automobile yathumela ngaphandle kwezimoto eziyi-1058, izimoto ezithunyelwa ngaphandle kwe-Jianghuai10 zathunyelwa ngaphandle kwe-8 Automobile I-Dongfeng KwaHonda bakhiphe izimoto ezingama-792, kanti iJixing Automobile yona yathumela kwamanye amazwe.Izimoto ezingama-774 kanye nezimoto ezingama-708 ezithunyelwa ngaphandle ngabakwaXiaopeng Motors.
I-China Association of Automobile Manufacturers ithe ngenzuzo enkulu kanye nesidingo sokunwetshwa kwemakethe kwamandla amasha aseShayina, ziyanda izinhlobo zemikhiqizo yamandla amasha aseShayina azoya phesheya, futhi ukuqashelwa kwawo phesheya kwezilwandle kuyaqhubeka nokukhula.Nakuba bethintwe ukuphazanyiswa okuthile okuvela eYurophu muva nje, imakethe entsha yokuthekelisa amandla isathembisa ngokuhamba kwesikhathi, nekusasa eliqhakazile.
Ngo-2023, i-China yaba umthengisi omkhulu wezimoto emhlabeni okokuqala ngqa.Ukuze kuvikelwe isimo esivumayo sokuthunyelwa kwezimoto eChina, abaholi abambalwa bemboni yezimoto muva nje banikeze iziphakamiso neziphakamiso mayelana nokuthunyelwa kwezimoto kwamanye amazwe phakathi neSeshini Emibili.
U-Yin Tongyue, omele Ikhongolose Yabantu Kazwelonke kanye noNobhala Weqembu kanye noSihlalo weChery Holding Group, uhlongoze kuKhongolose Kazwelonke Yabantu Yango-2024 ukuze kuqiniswe ukwakhiwa kohlelo lokulawula ukuthekelisa kwezimoto.Imininingwane ethile imi kanje: (1) Umnyango Wezohwebo uyahola ekwakheni amazinga ekhwalithi nezindlela zokunikeza isitifiketi zemikhiqizo yezimoto ezithunyelwa ngaphandle, wenze ukuhlolwa “kwezinga lezempilo” kuwo wonke amabhizinisi okuthekelisa izimoto, kanye nokuphenya inzuzo, izinga lekhwalithi, isevisi. ukuhlelwa kwenethiwekhi, ukuqeqeshwa kwabasebenzi kanye nokuphathwa kwamabhizinisi.(2) Umnyango Wezindaba Zangaphandle, Umnyango Wezohwebo, I-Central Cyberspace Administration, kanye nezinye izinhlangano zithuthukisa ukusungulwa kwesistimu evamile yamazwe ngamazwe yedatha yezimoto kanye nokuvikeleka kolwazi, nokuthuthukisa ngokufanelekile amazinga okuvikela idatha;Okokuqala, sizogqugquzela ukuqashelwa okufanayo kwamazinga edatha emazweni e-BRICS kanye namazwe “AseBhinca Nomgwaqo”, futhi sihlole ukusungulwa kwendlela yokwazisana kwamazinga edatha ne-EU, i-United States namanye amazwe nezifunda.(3) Umnyango Wezohwebo uyahola ekuthuthukiseni incazelo kanye nokucwengisiswa kwezindinganiso zokuthunyelwa “kwezimoto ezisetshenzisiwe”, ushintsha isimo samanje lapho ukudluliswa kobunikazi ngesikhathi esisodwa kuthathwa ngokuthi “izimoto ezisetshenzisiwe”, okuvimbela ukuthunyelwa kwe-Chinese izinhlobo zezimoto ezingakaqedi ukwenziwa kwasendaweni kwemithetho yemakethe yaphesheya kanye nesitifiketi sokufaneleka, nokuphazamisa imakethe ngamakhilomitha “ayiziro” ezimoto ezisetshenzisiwe, ukugwema ikhwalithi yomkhiqizo kanye nezinkinga zesevisi yangemva kokuthengisa.Ngesikhathi esifanayo, hola ukusungulwa kwesisekelo somkhiqizo, futhi ibhizinisi ngalinye lokuthekelisa likhokha inani elithile lediphozi yomkhiqizo.Uma amabhrendi athile ephuma ezimakethe zaphesheya kwezilwandle ngokuzayo, isisekelo sizoqhubeka nokuhlinzeka ngeziqinisekiso zesevisi yekhwalithi kanye nezakamuva kubasebenzisi baphesheya kwezilwandle, ngokuhlanganyela kugcinwe isithombe samazwe ngamazwe semikhiqizo yase-China.(4) UMnyango Wezohwebo kanye Nomnyango Wezimboni Nobuchwepheshe Bolwazi bazoxhumanisa futhi bahlele ukukhuthaza nokweseka izinkampani zezimoto zaseShayina ukuthi “zihambe emhlabeni wonke” ngendlela ye-CKD (zonke izingxenye ezixegayo);Ukwethula izinqubomgomo zokweseka amabhizinisi aphezulu ekuholeni ekwakhiweni kwamapaki ezimboni zezimoto zaseShayina phesheya kwezilwandle, kuncishiswe izingxabano zezohwebo kanye nemithelela yezepolotiki, kanye nokunweba isikali sokuthunyelwa kwezimoto eChina.
U-Feng Xingya, omele Ikhongolose Yabantu Kazwelonke kanye noMphathi-Jikelele we-GAC Group, ulethe iziphakamiso ezinhlanu kanye nesiphakamiso esisodwa mayelana nokuthunyelwa kwezimoto kwamanye amazwe.UFeng Xingya uthe ukuthunyelwa kwezimoto kwamanye amazwe sekuphenduke injini ebalulekile eqhuba ukukhula kokukhiqizwa nokuthengiswa kwezimoto.Kodwa-ke, ngenxa yokusheshisa ukulandelwa kwemikhiqizo yaphesheya kanye nesimo sebhizinisi esiyinkimbinkimbi, ukuthunyelwa kwezimoto kwamanye amazwe kusabhekene nengcindezi enkulu futhi kudinga usizo oluphuthumayo oluvela kuhulumeni.Ngakho-ke, u-Feng Xingya uphakamise iziphakamiso zokuthuthukisa ukubambisana kwezimboni zamazwe ngamazwe, ukuxhumanisa izindaba ezifanayo zokuthunyelwa kwempahla kwamanye amazwe, ukwandisa izindlela zokuqondisa ukuthunyelwa kwempahla kwamanye amazwe, ukuqinisa ulwazi nokwakhiwa kwamandla ezokuthutha, futhi kuthathwe izinyathelo eziningi zokuvikela intuthuko yezinga eliphezulu olwandle.
Ephendula isimo esikhona manje sezimoto ezintsha zamandla eChina ezithunyelwa eYurophu, uZhang Xinghai, ilungu leKomidi Elimisiwe LeKomidi Likazwelonke Lenkomfa Yezombangazwe Yabantu baseShayina, iPhini likaSihlalo we-All China Federation of Industry and Commerce, uSihlalo we I-Chongqing Federation of Industry and Commerce, kanye noSihlalo we-Seles Group, iphakamise ukuthi iminyango efanele ikhuthaze ukuqashelwa kwamazwe ngamazwe kwamazinga e-automotive carbon footprint accounting accounting, izindlela, kanye nedatha, ikakhulukazi ukuqinisa ukubambisana kokuthuthukiswa kwekhabhoni ephansi ne-European Union, futhi kuqedwe ukukhishwa kwekhabhoni. izithiyo ezihlobene nokuthunyelwa kwezimoto ezintsha zamandla e-China eYurophu.Ngasikhathi sinye, ukudweba okuhlangenwe nakho okuthuthukisiwe kwe-carbon footprint accounting ye-European Union, umsebenzi wasekhaya we-carbon footprint accounting kufanele uqondiswe;Yenza ucwaningo olunzulu ngezinkampani zaphesheya kwezilwandle, zihlonze izinkampani ezingaba khona nezisebenzayo, ikakhulukazi ukuhlinzeka ngoxhaso lwezezimali nentela ezinkampanini ezizimele, kugqugquzelwe amaketanga okuhlinzeka ngekhwalithi ephezulu ukuthi aye phesheya kwezilwandle, futhi usebenzisane nezinkampani zezimoto ezisezingeni eliphezulu ukuze zithuthuke phesheya kwezilwandle, ukusebenzisa ukuncintisana okuphelele kwezimoto zaseShayina ohlangothini lokunikezela, ohlangothini lokukhiqiza, kanye nohlangothi lomkhiqizo;Ukusungula inkundla yezezimali yezikweletu zabathengi esezingeni likazwelonke ukuze uhlinzeke ngezimali zesikweletu kanye nokwesekwa kwenkonzo yemalimboleko ezinkampanini ezizimele zezimoto zaphesheya kwezilwandle, uqinisekise ukuthi izinkampani zezimoto ezizimele azinakho ukuntula okusobala kwenqubomgomo yezezimali ekuqhudelaneni nezinkampani zezimoto zakwamanye amazwe phesheya kwezilwandle.
Isikhathi sokuthumela: Mar-20-2024