Ngokuhoxiswa koxhaso lukahulumeni nokuhoxiswa koxhaso lwasekhaya, izimoto ezintsha ezisebenza ngogesi, ebezilokhu zikhuphuka, zicindezele inkinobho yokumisa isikhashana okokuqala ngqa ngoJulayi nonyaka, kwathi ezinyangeni ezimbili ezilandelayo, ukuthengiswa kwehle njalo.
Imininingwane yokukhiqiza nokudayiswa ekhishwe yiChina Association of Automobile Manufacturers ikhombisa ukuthi kusukela ngoJulayi kuya kuSepthemba 2019, izimoto ezintsha ezithengiswayo bezingu-80,000, 85,000 nezingu-80,000 ngokulandelana kwazo, zehle ngo-4.8%, 15.8% no-33.9% ngokulandelana unyaka nonyaka.
Ithintwe ukwehla kokuthengiswa kwezimoto zamandla amasha, imboni yamabhethri kagesi, “eyinhliziyo” yezimoto ezinamandla ezintsha, ithwale kanzima.Ngokolwazi lwakamuva olukhishwe yi-China Automotive Power Battery Industry Innovation Alliance, ngoSepthemba kulo nyaka, umthamo ofakiwe webhethri lamandla wezwe lami waba ngu-4.0GWh, ukwehla konyaka ngonyaka ngama-30.9%.
Kufanele kuphawulwe ukuthi umthelela wokuncishiswa komxhaso kanye nokwehla kokuthengiswa akukhona nje kuphela ukwehla kwamandla afakiwe, kodwa futhi ingcindezi enzima kakhulu yokusinda kwezinkampani zamabhethri anamandla akhuphukayo.Njengoba u-Mo Ke, umhlaziyi omkhulu we-True Lithium Research, ethe, Ethintwa ukuncishiswa kwezibonelelo, ukuncintisana embonini yebhethri yamandla kuzoshuba kakhulu ngo-2019.
Iveze ukuthi ngokuncipha okukhulu kwezibonelelo, izinkampani zezimoto zizokwehlisa amanani entengo kubakhiqizi bamabhethri, futhi inzuzo yabakhiqizi bamabhethri izokwehla;okwesibili, isikhathi se-akhawunti singase sibe sibi kakhulu, futhi kuzoba nzima ezinkampanini ezinamandla abuthakathaka wezezimali ukusekela izimoto zikagesi zaphesheya kwezilwandle.Kukhona abakhiqizi bamabhethri abane noma abahlanu kuphela emakethe, futhi imakethe yasekhaya izogcina ifana, sekusele izinkampani ezingaba yi-10 kuphela.
Kulesi simo, sinjani isimo samanje sezinkampani zamabhethri anamandla?Singakwazi ukuthola amazwibela alokhu emibikweni yokusebenza kwekota yesithathu ekhishwe izinkampani eziningi ezisohlwini zebhethri lamandla.
I-CATL: Inzuzo yonke yehle ngo-7.2% unyaka nonyaka ngekota yesithathu
Muva nje, i-CATL (300750, Stock Bar) imemezele imiphumela yayo yekota yesithathu ka-2019. Umbiko wezezimali ubonisa ukuthi ezingxenyeni ezintathu zokuqala, i-CATL izuze imali engama-yuan ayizigidi eziyizinkulungwane ezingu-32.856, ukwanda konyaka ngo-71.7%;inzuzo ephelele edalwe kubanikazi bamasheya ibe ngama-yuan ayizigidi eziyizinkulungwane ezingu-3.464, okuwukunyuka konyaka ngo-45.65%.
Uma kuqhathaniswa nengxenye yokuqala yalo nyaka, imali engenayo yekota eyodwa ye-CATL kanye nokukhula kwenzuzo yonke kwehle ngekota yesithathu.Umbiko wezezimali ukhombisa ukuthi engxenyeni yesithathu yalo nyaka, imali engenayo ye-CATL ibingama-yuan ayizigidi eziyizinkulungwane eziyi-12.592, okuwukukhula konyaka ngo-28.8%;inzuzo ephelele edalwe kubanikazi bamasheya yaba ngama-yuan ayizigidi eziyizinkulungwane ezingu-1.362, ukwehla konyaka ngonyaka ngo-7.2%, futhi inzuzo yonke ngemva kokungabanjwa kwehle ngo-11.01% unyaka nonyaka.
I-Ningde Times ithe isizathu esikhulu sokwenyuka konyaka nonyaka ekusebenzeni kwenkampani ezigabeni ezintathu zokuqala ukuthi ngokuthuthuka ngokushesha kwemboni yezimoto zamandla amasha, isidingo semakethe samabhethri kagesi sinyukile uma kuqhathaniswa nesikhathi esifanayo. ngonyaka odlule;inkampani iqinise ukuthuthukiswa kwemakethe, yatshala imali ekuqaleni ukuze ikhulule amandla okukhiqiza amakhebula, futhi yakhiqiza futhi yathengiswa ngokufanele.khuthaza.
Ukusebenza kwekota yesithathu kwehle unyaka nonyaka.I-CATL ithe kungenxa yokwehla kwezintengo zokudayisa kweminye imikhiqizo kanye nokwehla kwesamba senzuzo.Uma kuqhathaniswa nokwenyuka kokutshalwa kwezimali kwe-R&D nezindleko zokuphatha engxenyeni yesithathu, ingxenye yezindleko emalini engenayo inyukile.
I-Guoxuan Hi-Tech: Inzuzo yonke yehle ngo-12.25% kumakota amathathu okuqala
Ngomhla zingama-29 kuMfumfu, iGuoxuan High-Tech (002074, Stock Bar) yakhipha umbiko wayo wekota yesithathu ka-2019, yazuza imali engenayo yokusebenza yama-yuan ayizigidi eziyizinkulungwane eziyi-1.545, okuwukunyuka konyaka ngo-3.68%;inzuzo ephelele edalwe kubanikazi bamasheya ezinkampanini ezisohlwini yayingama-yuan ayizigidi ezingama-227, okuwukukhula konyaka ngo-17.22%;Isamba senzuzo edalwe kubanikazi bamasheya bezinkampani ezisohlwini, ngaphandle kwezinzuzo nokulahlekelwa okungaphindi, kwaba ama-yuan ayizigidi ezingu-117, ukwehla konyaka nonyaka ngo-14.13%;imali engenayo eyisisekelo ngesheya ngalinye yayingu-0.20 yuan.
Ezigabeni ezintathu zokuqala, imali engenayo yokusebenza yayingama-yuan ayizigidi eziyizinkulungwane ezingu-5.152, okuwukukhula konyaka ngo-25.75%;inzuzo ephelele edalwe kubanikazi bamasheya bezinkampani ezisohlwini yayingama-yuan ayizigidi ezingama-578, ukwehla konyaka nonyaka ngo-12.25%;inzuzo ephelele edalwe kubanikazi bamasheya bezinkampani ezisohlwini ngaphandle kwezinzuzo nokulahlekelwa okungaphindi kube yi-yuan eyizigidi ezingu-409., ukwanda konyaka ngo-2.02%;imali engenayo eyisisekelo ngesheya ngalinye yayingu-0.51 yuan.
I-DOF: Inzuzo yonke yehle ngo-62% unyaka nonyaka ngekota yesithathu
Muva nje, umbiko wesithathu wekota ka-2019 okhishwe yi-Duofludo (002407, Stock Bar) ubonise ukuthi ezingxenyeni ezintathu zokuqala zalo nyaka, inkampani ithole imali engenayo yokusebenza yama-yuan ayizigidi eziyizinkulungwane ezingama-2.949, okuwukunyuka konyaka ngo-10.44%, futhi inzuzo yonke edalwe kubanikazi bamasheya bezinkampani ezisohlwini yayingama-yuan ayizigidi ezingama-97.6393, okuwukunyuka konyaka nonyaka ngezigidigidi ezingama-yuan ezingama-97.6393.Yehle ngo-42.1%, futhi ukwehla kwanda uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule.
Phakathi kwazo, imali engenayo yenkampani engxenyeni yesithathu yayicishe ibe ngama-yuan ayizigidi eziyizinkulungwane ezingu-1.0, okuwukukhula kancane ngo-2.1% uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule;inzuzo ephelele yenkampani ilinganiselwa ezigidini ezingu-14 zamayuan, ukwehla okuphawulekayo ngo-62% uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule.Inzuzo yonke yehle ngamakota ayi-6 elandelana.
I-Duofudo ilinganisela ukuthi inzuzo yonke yenkampani ngo-2019 izoba phakathi kwama-yuan ayizigidi ezingu-13 kanye nama-yuan ayizigidi ezingu-19.5, ukwehla ngo-70.42% -80.28%.Inzuzo yonyaka odlule yayingama-yuan ayizigidi ezingu-65.9134.
UDofluoro uthe embikweni wabo wezezimali isizathu esiyinhloko sokwehla kwenzuzo ukwehla kwenzuzo yemikhiqizo kasawoti we-fluoride kanye nokwanda kwengozi yama-akhawunti amasha emoto yamandla atholakalayo.Umbiko ubonisa ukuthi ama-akhawunti e-Duofuo atholwayo afinyelele ku-1.3 billion yuan kumakota amathathu okuqala.
I-Xinwangda: Inzuzo yonke ngekota yesithathu inyuke ngo-31.24% unyaka nonyaka yafinyelela ku-273 million yuan
Umbiko wezezimali wekota yesithathu ka-Xinwanda ka-2019 ubonisa ukuthi kusukela ngoJulayi kuya kuSepthemba kulo nyaka, iXinwanda (300207, Stock Bar) izuze imali yokusebenza yama-yuan ayizigidi eziyizinkulungwane ezingu-6.883, okuwukukhula ngo-23.94% esikhathini esifanayo ngonyaka odlule;inzuzo ephelele ibingama-yuan ayizigidi ezingama-273, okukhuphuke ngo-31.24% esikhathini esifanayo ngonyaka odlule..
Kusukela ngoJanuwari kuya kuSepthemba, i-Xinwangda izuze isamba semali engenayo yokusebenza ngama-yuan ayizigidi eziyizinkulungwane eziyi-17.739, okuwukukhula ngo-35.36% esikhathini esifanayo ngonyaka odlule;inzuzo ephelele yayingama-yuan ayizigidi ezingu-502, okuwukunyuka ngo-16.99% esikhathini esifanayo ngonyaka odlule.
USunwanda uthe ukunyuka kwemali engenayo yokusebenza ezigabeni ezintathu zokuqala kudalwe ikakhulukazi ukunyuka kwama-oda amakhasimende uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule.Ngesikhathi esifanayo, izindleko zayo zokusebenza, ukuphathwa kokuthengisa nezinye izindleko nazo zanda.Kuyaphawuleka ukuthi kusukela ngoJanuwari kuya kuSepthemba kulo nyaka, izindleko ze-R&D zeSunwanda zenze ingqikithi yama-yuan ayizigidi eziyizinkulungwane eziyi-1,007, okuwukunyuka ngo-61.23% esikhathini esifanayo ngonyaka odlule.
NgoSepthemba walo nyaka, iSunwanda yakleliswa phakathi kwamabhethri kagesi amahlanu aphezulu, ikleliswe ngemuva kwe-CATL, BYD, AVIC Lithium Battery kanye neGuoxuan High-Tech, yazuza ukukhula okukhulu konyaka ngonyaka okungama-2329.11%.Kusukela ngoJanuwari kuya kuSepthemba, umthamo wayo ohlanganisiwe ofakiwe wamabhethri afinyelela ku-424.35MWh.
I-Yiwei Lithium Energy: Ngekota yesithathu, inyuke ngo-199.23% unyaka nonyaka yafinyelela ku-658 million yuan.
Muva nje, i-Yiwei Lithium Energy (300014, Stock Bar) idalule umbiko wayo wekota yesithathu ka-2019. Umbiko ukhombisa ukuthi engxenyeni yesithathu ka-2019, inkampani ithole imali engenayo yokusebenza yama-yuan ayizigidi eziyizinkulungwane ezingama-2.047, okuwukukhula konyaka nonyaka ngama-81.94% ;inzuzo ephelele edalwe kubanikazi bamasheya bezinkampani ezisohlwini i-yuan eyizigidi ezingama-658, okuwukukhula konyaka ngo-199.23%.
Ezigabeni ezintathu zokuqala, inkampani izuze imali yokusebenza engama-yuan ayizigidi eziyizinkulungwane ezingu-4.577, okuwukukhula konyaka ngo-52.12%;inzuzo ephelele yezigidigidi ezingu-1.159 zama-yuan, okuwukunyuka konyaka ngo-205.94%;kanye nemali etholwayo ngesabelo ngasinye esingu-1.26 yuan.
I-Yiwei Lithium Energy iveze embikweni wayo wezezimali ukuthi ukukhula okukhulu kwenzuzo yonke phakathi nesikhathi sokubika kudalwe yizizathu ezilandelayo: ① Isidingo samabhethri e-lithium primary kanye ne-SPC ye-ETC kanye nama-smart metres sesinyuke kakhulu, ukuthunyelwa kuphindwe kabili, inzuzo enkulu yomkhiqizo. umkhawulo ukhuphukile, futhi inzuzo inenzuzo enkulu;② Ukusebenza kahle kwebhethri ye-lithium-ion encane sekuthuthukile, futhi inzuzo isithuthukisiwe;③ Ukukhishwa okuhlelekile kwamandla okukhiqiza ibhethri kukhuthaze ukukhula kokusebenza kanye nenzuzo;④ Ukusebenza kwenkampani esiza nayo iMcQuay kwenyukile.
Njengamanje, umthamo wokukhiqiza webhethri lamandla e-Lithium we-Yiwei ngu-11GWh, ohlanganisa u-4.5GWh wamabhethri e-lithium iron ayizikwele, u-3.5GWh wamabhethri angama-cylindrical ternary, u-1.5GWh wamabhethri e-square ternary, kanye no-1.5GWh wamabhethri e-ternary athambile.Ngokusho kwedatha evela egatsheni le-Power Battery Application, kusukela ngoJanuwari kuya kuSepthemba 2019, i-Yiwei Lithium Energy izuze isamba esingu-907.33MWh womthamo ofakiwe webhethri lamandla, ukukhuphuka konyaka nonyaka ngama-48.78%, okubalelwa ku-2.15% yenani eliphelele lasekhaya. umthamo ofakiwe ngesikhathi esifanayo, ukleliswe endaweni yesihlanu embonini.
I-Penghui Energy: Inzuzo ephelele ngekota yesithathu inyuke ngo-17.52% unyaka nonyaka yafinyelela ku-134 million yuan
Umbiko wekota yesithathu ka-2019 wePenghui Energy ukhombisa ukuthi ngesikhathi sokubika, inkampani izuze imali yokusebenza engama-yuan ayizigidi eziyizinkulungwane eziyi-1.049, okuwukukhula konyaka ngonyaka ngama-29.73%;inzuzo ephelele edalwe kubanikazi bamasheya ezinkampanini ezisohlwini yaba ngama-yuan ayizigidi eziyi-134, okuwukukhula konyaka ngo-17.52%;Inzuzo yonke ngemuva kokungabandakanyi izinzuzo nokulahlekelwa okungaphindi kube ngama-yuan ayizigidi ezingu-127, okuwukunyuka konyaka ngo-14.43%;imali engenayo eyisisekelo ngesheya ngalinye yayingu-0.47 yuan.
Ezigabeni ezintathu zokuqala, iPenghui Energy (300438, Stock Bar) izuze isamba semali engenayo yokusebenza yama-yuan ayizigidi eziyizinkulungwane ezingu-2.495, okuwukunyuka konyaka ngo-40.94%;inzuzo ephelele edalwe kubanikazi bamasheya ezinkampanini ezisohlwini yayingama-yuan ayizigidi ezingama-270, okuwukunyuka konyaka ngo-0.27%;ngaphandle kwenzuzo engeyona Yensalela ezinzuzweni eziphindelelayo nokulahlekelwa kwaba ama-yuan ayizigidi ezingu-256, okuwukunyuka konyaka ngo-18.28%;imali engenayo eyisisekelo ngesheya ngalinye yayingu-0.96 yuan.
Isikhathi sokuthumela: Dec-18-2023