Ngo-2023, imboni yamandla amasha ebhethri yaseShayina iphinde yakha uchungechunge lwezimboni oluphelele olusuka ezimayini zamaminerali ezikhuphuka nomfula, ukukhiqizwa kwezinto zamabhethri amaphakathi nokukhiqizwa kwamabhethri, ukwehlisa izimoto zamandla amasha, ukugcinwa kwamandla, namabhethri abathengi.Iqhubeke nokusungula izinzuzo ezihamba phambili ngobukhulu bemakethe kanye nezinga lobuchwepheshe, futhi iyaqhubeka nokukhuthaza ukuthuthukiswa okusheshayo kwemboni yamandla amasha ebhethri.
Mayelana namabhethri kagesi, ngokwe-“White Paper on Development of New Energy Vehicle Power Battery Industry (2024)” ekhishwe ngokuhlanganyela izikhungo zocwaningo i-EVTank, i-Ivy Economic Research Institute, kanye ne-China Battery Industry Research Institute, ibhethri lamandla omhlaba wonke. umthamo wokuthumela ufinyelele ku-865.2GWh ngo-2023, okuwukukhuphuka konyaka ngo-26.5%.Kulindeleke ukuthi ngo-2030, umthamo wokuthunyelwa kwebhethri lamandla omhlaba wonke uzofinyelela ku-3368.8GWh, cishe nesikhala sokukhula esiphindwe kathathu uma kuqhathaniswa no-2023.
Mayelana nokugcinwa kwamandla, ngokusho kwedatha evela ku-National Energy Administration, umthamo osanda kufakwa ngo-2023 wawucishe ube ngama-kilowatts ayizigidi ezingu-22.6/48.7 million kilowatt amahora, okuwukunyuka okungaphezu kuka-260% uma kuqhathaniswa nokuphela kuka-2022 futhi cishe izikhathi eziphindwe ka-10 ezifakiwe. amandla ekupheleni koHlelo Lweminyaka Eyi-13 Lweminyaka Emihlanu.Ngaphezu kwalokho, izifunda eziningi zisheshisa ukuthuthukiswa kwendawo yokugcina amandla, enamandla afakiwe angaphezu kwesigidi sama-kilowatts ezifundazweni ezingu-11 (izifunda).Kusukela ngoHlelo Lweminyaka Eyi-14 Lweminyaka Emihlanu, ukwengezwa komthamo omusha wokugcinwa kwamandla kuqhubekisele phambili ukutshalwa kwezimali kwezomnotho okungaphezu kwezigidigidi eziyi-100 zamayuan, kwanweba ngokwengeziwe umfula okhuphukayo kanye nowehla nomfula wezimboni, futhi kwaba amandla amasha okuthuthukisa umnotho waseChina.
Mayelana nezimoto ezintsha zamandla, idatha ye-EVTank ikhombisa ukuthi ukuthengiswa komhlaba wonke kwezimoto zamandla amasha kufinyelele kumayunithi ayizigidi eziyi-14.653 ngo-2023, okuwukukhula konyaka ngonyaka ngama-35.4%.Phakathi kwabo, ukuthengiswa kwezimoto ezintsha zamandla e-China kwafinyelela amayunithi ayizigidi ezingu-9.495, okubalelwa ku-64,8% wokuthengiswa komhlaba wonke.I-EVTank ibikezela ukuthi ukudayiswa kwezimoto ezintsha emhlabeni jikelele kuzofinyelela ku-18.3 million ngo-2024, kanti ezingu-11.8 million zizodayiswa eChina, kanti ezingu-47 million zizodayiswa emhlabeni wonke ngo-2030.
Ngokusho kwedatha ye-EVTank, ngo-2023, ngokusekelwe esimweni sokuncintisana sezinkampani ezinkulu zamabhethri kagesi emhlabeni wonke, i-CATL yabeka indawo yokuqala ngevolumu yokuthunyelwa engaphezu kuka-300GWh, nesabelo semakethe yomhlaba wonke esingu-35.7%.I-BYD ikleliswe endaweni yesibili ngesabelo semakethe yomhlaba wonke esingu-14.2%, ilandelwa yinkampani yaseNingizimu Korea i-LGES, enesabelo semakethe yomhlaba wonke esingu-12.1%.Ngokwevolumu yokuthunyelwa kwamabhethri okugcina amandla, i-CATL ikleliswe kuqala emhlabeni ngesabelo semakethe esingu-34.8%, ilandelwa yi-BYD ne-Yiwei Lithium Energy.Phakathi kwezinkampani ezihamba phambili eziyishumi ezihamba phambili emhlabeni jikelele ngo-2023, i-Ruipu Lanjun, i-Xiamen Haichen, i-China Innovation Airlines, i-Samsung SDI, i-Guoxuan High tech, i-LGES, ne-Penghui Energy nazo zifakiwe.
Nakuba i-China izuze uchungechunge lwemiphumela encomekayo embonini yebhethri namandla amasha, sidinga futhi ukubona izinselele ezihlukahlukene ezibhekene nentuthuko yemboni.Onyakeni odlule, ngenxa yezici ezifana nokwehla koxhaso lukazwelonke lwezimoto zamandla amasha kanye nempi yamanani embonini yezimoto, izinga lokukhula kwesidingo esiphansi sezimoto zamandla amasha sehlile.Intengo ye-lithium carbonate nayo yehlile isuka ngaphezu kuka-500000 yuan/ton ekuqaleni kuka-2023 yaya cishe ku-100000 yuan/ton ekupheleni konyaka, okubonisa ukuguquguquka okukhulu.Imboni yebhethri ye-lithium isesimweni sensalela yesakhiwo ukusuka kumaminerali akhuphuka nomfula kuya ezintweni ezisetshenziswayo ezimaphakathi namabhethri angezansi komfula.
Isikhathi sokuthumela: May-11-2024