I-CATL imemezele ngemuva kokuvalwa kwemakethe ukuthi inkampani ihlela ukutshala imali kuphrojekthi yesisekelo semboni yebhethri ye-Hungarian Era entsha e-Debrecen, eHungary, ngokutshalwa kwezimali okuphelele okungeqi ku-7.34 billion euros (okulingana cishe ne-RMB 50.9 billion).Okuqukethwe kwesakhiwo kuwumugqa wokukhiqiza wesistimu yebhethri yamandla we-100GWh.Ingqikithi yesikhathi sokwakha kulindeleke ukuthi ingabi ngaphezu kwezinyanga ezingu-64, futhi isakhiwo sokuqala sefekthri sizokwakhiwa ngo-2022 ngemva kokuthola izimvume ezifanele.
Mayelana nokukhetha kwe-CATL (300750) ukwakha ifekthri e-Hungary, umuntu ofanelekile ophethe inkampani usanda kutshela izintatheli ze-Associated Press ukuthi imboni yasendaweni inezinsiza ezinhle zokusekela futhi ikulungele ukuthengwa kwezinto zokusetshenziswa zamabhethri.Itholakala nasenkabeni ye-Europe futhi iqoqe inqwaba yezinkampani zezimoto, elungele i-CATL ngesikhathi.Phendula ezidingweni zekhasimende.Imvelo enhle yedolobha nayo inikeze usizo olukhulu lwentuthuko ekutshalweni kwezimali kwe-CATL nokwakhiwa kwamafekthri e-Hungary.
Ngokwezindaba zakamuva ezivela ku-akhawunti yomphakathi ye-CATL WeChat, isizinda sezimboni sisepaki yezimboni eseningizimu ye-Debrecen, idolobha elisempumalanga yeHungary, elihlanganisa indawo engamahektha angama-221.Iseduze nama-OEM akwaMercedes-Benz, BMW, Stellantis, Volkswagen namanye amakhasimende.Izokhiqiza izimoto eziya e-Europe.Abakhiqizi bakhiqiza amaseli ebhethri nemikhiqizo yamamojula.Ngaphezu kwalokho, iMercedes-Benz izoba ikhasimende lokuqala nelikhulu kunawo wonke embonini entsha lapho iqala ukukhiqiza.
Lena futhi iyifekthri yesibili eyakhiwa yi-CATL e-Europe ngemuva kwefemu eseJalimane.Kuyaqondakala ukuthi i-Ningde Times njengamanje inezisekelo eziyishumi ezinkulu zokukhiqiza emhlabeni, futhi kunenye kuphela phesheya kwezilwandle eThuringia, eJalimane.Ifektri yaqala ukwakhiwa ngo-Okthoba 18, 2019, inamandla okukhiqiza ahleliwe angu-14GWh.Ithole ilayisense yokukhiqiza ibhethri engu-8GWH.Njengamanje, Isesigabeni sokufakwa kwemishini futhi iqoqo lokuqala lamabhethri lizophuma emgqeni wokukhiqiza ngaphambi kokuphela kuka-2022.
Ngokwedatha yanyanga zonke ekhishwe yi-China Automotive Power Battery Industry Innovation Alliance ngo-Agasti 11, umthamo ofakiwe webhethri lamandla wasekhaya usuwonke ufinyelele ku-24.2GWh ngoJulayi, okuwukunyuka konyaka ngo-114.2%.Phakathi kwazo, i-CATL ibalwa ngokuqinile phakathi kwezinkampani zamabhethri kagesi zasekhaya ngokwevolumu yemoto efakiwe, nevolumu yemoto efakiwe ifinyelela ku-63.91GWh kusukela ngoJanuwari kuya kuJulayi, ngesabelo semakethe esingu-47.59%.I-BYD ikleliswe endaweni yesibili ngesabelo semakethe esingu-22.25%.
Ngokwezibalo ezivela ku-Advanced Industrial Research Institute (GGII), ukukhiqizwa kwezimoto ezintsha zasekhaya kulindeleke ukuthi kufinyelele amayunithi ayizigidi eziyisi-6 ngo-2022, okuzohambisa ukuthunyelwa kwamabhethri amandla okudlula ama-450GWh;ukukhiqizwa nokudayiswa kwezimoto ezintsha zamandla emhlabeni wonke kuzodlula amayunithi ayizigidi ezingu-8.5, okuzohambisa ukuthunyelwa kwamabhethri kagesi.Njengoba isidingo sidlula u-650GWh, i-China isazoba imakethe yamabhethri anamandla amakhulu kunawo wonke emhlabeni;ngokuqikelelwa, i-GGII ilindele ukuthi ukuthunyelwa kwebhethri lamandla emhlabeni wonke kufinyelele ku-1,550GWh ngo-2025, futhi kulindeleke ukuthi kufinyelele ku-3,000GWh ngo-2030.
Ngokombiko wocwaningo we-Yingda Securities ngoJuni 24, i-CATL ikhiphe izisekelo zokukhiqiza eziyi-10 emhlabeni jikelele futhi inamabhizinisi ahlanganyelwe nezinkampani zezimoto ukukhiqiza umthamo ohleliwe ohleliwe ongaphezu kuka-670GWh.Njengoba isizinda saseGuizhou, isizinda se-Xiamen nezinye ziqala ukwakha ngokulandelana, kulindeleke ukuthi amandla okukhiqiza azodlula ama-400Gwh ekupheleni kuka-2022, futhi umthamo wonyaka wokuthutha osebenzayo uzodlula u-300GWh.
Ngokusekelwe kwisibikezelo sesidingo sebhethri ye-lithium esiqhutshwa ukuqubuka kwemakethe yomhlaba wonke yokugcina izimoto zamandla namandla, i-Yingda Securities ithatha ngokuthi ukuthunyelwa kwebhethri le-CATL emhlabeni jikelele kunesabelo semakethe esingama-30%.Kulindeleke ukuthi ukuthengiswa kwebhethri ye-lithium ye-CATL ngo-2022-2024 kuzofinyelela ku-280GWh/473GWh ngokulandelanayo./590GWh, lapho ukuthengiswa kwebhethri lamandla bekungu-244GWh/423GWh/525GWh ngokulandelanayo.
Lapho ukunikezwa kwezinto zokusetshenziswa kukhula ngemuva kuka-2023, izintengo zebhethri zizobuyela phansi.Kulinganiselwa ukuthi inani leyunithi yokuthengisa yamandla namandla okugcina amabhethri kusuka ngo-2022 kuya ku-2024 kuzoba ngu-0.9 yuan/Wh, 0.85 yuan/Wh, kanye no-0.82 yuan/Wh ngokulandelanayo.Imali engenayo yamabhethri anamandla izoba ngama-yuan ayizigidi eziyizinkulungwane ezingama-220.357, ama-yuan ayizigidi eziyizinkulungwane ezingama-359.722, namayuan ayizigidi eziyizinkulungwane ezingama-431.181 ngokulandelana kwawo.Izilinganiso zingu-73.9%/78.7%/78.8% ngokulandelana.Izinga lokukhula kwemali engenayo yebhethri yamandla kulindeleke ukuthi lifinyelele ku-140% kulo nyaka, futhi izinga lokukhula lizoqala ukwehla eminyakeni engu-23-24.
Abanye abantu embonini bakholelwa ukuthi i-CATL njengamanje “ingaphansi kwengcindezi enkulu.”Ngokombono womthamo ofakiwe wodwa, i-CATL isabambe “indawo ephezulu” kuthrekhi yebhethri lamandla asekhaya ngenzuzo enkulu.Nokho, uma sibheka share emakethe, Kubonakala sengathi izinzuzo zayo kancane kancane buthaka.
Idatha efanelekile ibonisa ukuthi engxenyeni yokuqala ka-2022, nakuba i-CATL izuze isabelo semakethe esingu-47.57%, yehle ngo-1.53pct uma kuqhathaniswa no-49.10% ngesikhathi esifanayo ngonyaka odlule.Ngakolunye uhlangothi, i-BYD (002594) kanye neSino-Singapore Airlines banesabelo semakethe esingu-47.57%.Kusukela ku-14.60% no-6.90% ngesikhathi esifanayo ngonyaka odlule, anyuke afinyelela ku-21.59% no-7.58% engxenyeni yokuqala yalo nyaka.
Ngaphezu kwalokho, i-CATL yayisenkingeni “yokukhulisa imali engenayo ngaphandle kokukhuphula inzuzo” engxenyeni yokuqala yalo nyaka.Inzuzo yonke engxenyeni yokuqala yalo nyaka ibingama-yuan ayizigidi eziyizinkulungwane eziyi-1.493, ukwehla konyaka ngonyaka ngama-23.62%.Kungokokuqala ngqa ukuthi i-CATL ifakwe ohlwini kusukela yafakwa kuhlu ngoJuni 2018. , ikota yokuqala lapho inzuzo yonke yehla unyaka nonyaka, futhi umkhawulo wenzuzo enkulu wehla wafinyelela ku-14.48%, okuwukwehla okusha eminyakeni emi-2.
Isikhathi sokuthumela: Nov-09-2023