Ngomhla ziyi-11 kuMfumfu, idatha yakamuva ekhishwe isikhungo socwaningo saseNingizimu Korea i-SNE Research ibonise ukuthi umthamo ofakiwe wamabhethri emoto kagesi (EV, PHEV, HEV) abhaliswe emhlabeni wonke kusukela ngoJanuwari kuya ku-August 2023 ayecishe abe ngu-429GWh, okuwukunyuka ngo-48.9% ngaphezu kwalokho. isikhathi ngonyaka odlule.
Izinga lomthamo ofakiwe webhethri lamandla omhlaba kusukela ngoJanuwari kuya ku-Agasti 2023
Uma sibheka izinkampani eziyi-10 ezihamba phambili ngokwevolumu yokufaka amabhethri kagesi emhlabeni jikelele kusukela ngoJanuwari kuya ku-Agasti, izinkampani zaseShayina zisathatha izihlalo eziyisithupha, okuyiCATL, BYD, China New Aviation, Everview Lithium Energy, Guoxuan Hi-Tech kanye neSunwanda, idolobha elikhulu isabelo siphezulu njenge-63.1%.
Ngokuqondile, kusukela ngoJanuwari kuya ku-Agasti, i-CATL yaseChina ikleliswe kuqala ngesabelo semakethe esingu-36.9%, futhi umthamo ofakwe amabhethri ukhuphuke ngo-54.4% unyaka nonyaka wafinyelela ku-158.3GWh;Ivolumu efakiwe yebhethri ye-BYD inyuke ngo-87.1% unyaka nonyaka yaya ku-68.1GWh.Kulandelwe eduze ngesabelo semakethe esingu-15.9%;Ibhethri yendiza ye-Zhongxin efakiwe ivolumu inyuke ngo-69% unyaka nonyaka yafinyelela ku-20GWh, ikleliswe endaweni yesithupha ngesabelo semakethe esingu-4.7%;I-Yiwei lithium battery efakwe umthamo wemoto yenyuke ngo-142.8% unyaka nonyaka % yaya ku-9.2GWh, ikleliswe endaweni yesi-8 ngesabelo semakethe esingu-2.1%;Ivolumu yokufakwa kwebhethri ye-Guoxuan Hi-Tech yenyuke ngo-7.7% unyaka nonyaka yaya ku-9.1GWh, ikleliswe endaweni yesi-9 ngesabelo semakethe esingu-2.1%;Ibhethri le-Xinwanda Ivolumu yemoto efakiwe inyuke ngo-30.4% unyaka nonyaka yafinyelela ku-6.2GWh, ikleliswe endaweni ye-10 ngesabelo semakethe esingu-1.4%.Phakathi kwazo, kusukela ngoJanuwari kuya ku-Agasti, ivolumu efakiwe yebhethri ye-Yiwei lithium kuphela efinyelele ukukhula kwamadijithi amathathu unyaka nonyaka.
Ngaphezu kwalokho, kusukela ngoJanuwari kuya ku-Agasti, umthamo wokufakwa kwebhethri wezinkampani ezintathu zebhethri zaseKorea zonke zibonise ukukhula, kodwa isabelo semakethe sehle ngamaphesenti angu-1.0 kusukela esikhathini esifanayo ngonyaka odlule kuya ku-23.4%.I-LG New Energy ikleliswe endaweni yesi-3, ngokwenyuka unyaka nonyaka ngo-58.5%, kanti umthamo wemoto ofakiwe ubungu-60.9GWh, nesabelo semakethe esingu-14.2%.I-SK On kanye ne-Samsung SDI zikleliswe endaweni yesi-5 neyesi-7 ngokulandelana, kanti i-SK On ikhule ngo-16.5% unyaka nonyaka.Imoto efakiwe ingu-21.7GWh, enesabelo semakethe esingu-5.1%.I-Samsung SDI inyuke ngo-32.4% unyaka nonyaka, nevolumu efakiwe engu-17.6GWh, nesabelo semakethe esingu-4.1%.
Njengenkampani yaseJapan okuwukuphela kwayo engene kwabayishumi abahamba phambili, umthamo wezimoto ezifakwe yiPanasonic kusukela ngoJanuwari kuya ku-Agasti ube ngu-30.6GWh, nokuwukukhula ngo-37.3% esikhathini esifanayo ngonyaka odlule, kanti isabelo sayo semakethe sasingu-7.1%.
Ucwaningo lwe-SNE luhlaziye ukuthi izinga lokukhula kokuthengiswa kwezimoto zikagesi emhlabeni wonke lehlile muva nje.Izintengo zezimoto zibalulwe njengembangela enkulu ekwehleni, njengoba kuvela imakethe yezimoto zikagesi ezibiza kancane.Ukuze kuncishiswe intengo yamabhethri, okuyisilinganiso esiphezulu kakhulu sezindleko zezimoto zikagesi, izinkampani eziningi zisebenzisa amabhethri e-lithium iron phosphate anenani eliphakeme lokuncintisana kunamabhethri e-ternary.Kuyaqondakala ukuthi njengoba sikhula isidingo samabhethri e-lithium iron phosphate ezimotweni zikagesi, izinkampani ezintathu ezinkulu zaseNingizimu Korea ebezikhiqiza amabhethri e-ternary asebenza kahle kakhulu ziyakhula ukuthuthukisa amabhethri emoto kagesi asezingeni eliphansi.Njengoba amazwe ephakamisa izithiyo zohwebo, njengoMthetho Wokuncishiswa Kwamanani Emali yase-US (IRA), sekunzima ezinkampanini zaseShayina ezinamabhethri aqinile e-lithium iron phosphate ukuthi zingene ngokuqondile emakethe, futhi izinguquko esabeloni semakethe zidonse ukunaka okukhulu.Ngasikhathi sinye, izinkampani ezintathu ezinkulu zaseNingizimu Korea nazo ziphishekela amasu ebhethri ye-lithium iron phosphate.
Ngaphezu kwalokho, ngokwemakethe yasekhaya, ngalolo suku (ngo-Okthoba 11), ngokusho kwedatha yanyanga zonke yamandla namandla okugcina amabhethri ngoSepthemba 2023 ekhishwe yi-China Automotive Power Battery Industry Innovation Alliance, mayelana nokuphumayo, Septhemba, isamba samabhethri ezwe lami namandla okugcina amandla Okukhiphayo kwaba ngu-77.4GWh, okuwukunyuka ngo-5.6% inyanga nenyanga kanye no-37.4% unyaka nonyaka.Phakathi kwazo, ukukhiqizwa kwebhethri lamandla kubala cishe ama-90.3%.
Kusukela ngoJanuwari kuya kuSepthemba, inani eliphelele lezwe lami eliphumayo lamandla namandla okugcina amabhethri lalingu-533.7GWh, okuphumayo okuhlanganisiwe kukhuphuke ngo-44.9% unyaka nonyaka.Phakathi kwazo, ukukhiqizwa kwebhethri lamandla kubala cishe ama-92.1%.
Mayelana nokuthengiswa, ngoSepthemba, inani lezwe lami lokuthengiswa kwamandla kanye namabhethri okugcina amandla bekungama-71.6GWh, okuwukunyuka kwenyanga nenyanga ngo-10.1%.Phakathi kwazo, umthamo wokuthengisa wamabhethri kagesi wawungu-60.1GWh, ubalwa ngo-84.0%, ukwenyuka kwenyanga nenyanga ngo-9.2%, kanye nokukhula konyaka ngo-29.3%;ukuthengiswa kwebhethri yesitoreji samandla kube ngu-11.5GWh, okulinganiselwa ku-16.0%, ukukhuphuka kwenyanga nenyanga ngo-15.0%.
Kusukela ngoJanuwari kuya kuSepthemba, inani eliphelele lokuthengiswa kwezwe lami kwamandla namabhethri okugcina amandla kube ngu-482.6GWh.Phakathi kwazo, ivolumu yokuthengisa eqoqiwe yamabhethri wamandla ibingu-425.0GWh, ibalwa ku-88.0%, nokukhula okwandayo konyaka ngo-15.7%;umthamo wokuthengisa wamabhethri okugcina amandla ubungu-57.6GWh, ubalwa ku-12.0%.
Mayelana nokuthunyelwa kwamanye amazwe, ngoSepthemba, inani eliphelele lezwe lami elithunyelwa ngaphandle kwamandla kanye namabhethri okugcina amandla lalingu-13.3GWh.Phakathi kwazo, ukuthengiswa kwamabhethri kagesi kwamanye amazwe kube ngu-11.0GWh, okubalelwa ku-82.9%, ukwenyuka kwenyanga nenyanga ngo-3.8%, kanye nokunyuka konyaka ngo-50.5%.Ukuthengiswa kwamanye amazwe kwamabhethri okugcina amandla bekungu-2.3GWh, okubalelwa ku-17.1%, ukwenyuka kwenyanga nenyanga ngama-23.3%.
Kusukela ngoJanuwari kuya kuSepthemba, inani eliphelele lokuthunyelwa kwezwe lami kwamandla kanye namabhethri okugcina amandla lifinyelele ku-101.2GWh.Phakathi kwazo, ukuthengiswa okuhlanganisiwe kwamabhethri kagesi kwamanye amazwe kube ngu-89.8GWh, okubalelwa ku-88.7%, nokukhuphuka konyaka nonyaka ngo-120.4%;ukuthengiswa okuhlanganisiwe kokuthekelisa kwamabhethri okugcina amandla kube ngu-11.4GWh, okubalelwa ku-11.3%.
Ngokwevolumu yokufakwa kwemoto, ngoSepthemba, umthamo webhethri lamandla wezwe lami ofakiwe wawungu-36.4GWh, ukwanda konyaka ngonyaka ngo-15.1% kanye nenyanga nenyanga yokwenyuka ngo-4.4%.Phakathi kwazo, umthamo ofakiwe wamabhethri e-ternary ubungu-12.2GWh, okubalelwa ku-33.6% yenani eliphelele elifakiwe, ukukhuphuka konyaka ngo-9.1%, kanye nokwenyuka kwenyanga nenyanga ngo-13.2%;umthamo ofakiwe wamabhethri e-lithium iron phosphate wawungu-24.2GWh, ubalwa ku-66.4% yenani eliphelele elifakiwe, ukukhuphuka konyaka ngo-18.6%, kanye nokwenyuka kwenyanga nenyanga ngo-18.6%.Ukukhula ngo-0.6%.
Kusukela ngoJanuwari kuya kuSepthemba, ivolumu ehlanganisiwe efakiwe yamabhethri kagesi ezweni lami ibe ngu-255.7GWh, okuwukukhuphuka konyaka nonyaka ngama-32.0%.Phakathi kwazo, ivolumu ehlanganisiwe efakiwe yamabhethri e-ternary ingu-81.6GWh, ibalwa ku-31.9% wevolumu ephelele efakiwe, nokukhula okukhulayo konyaka ngonyaka okungu-5.7%;ivolumu ehlanganisiwe efakiwe yamabhethri e-lithium iron phosphate ngu-173.8GWh, ebalwa u-68.0% wevolumu ephelele efakiwe, nokukhula okwandayo konyaka ngama-49.4%.
NgoSepthemba, isamba sezinkampani zamabhethri anamandla angama-33 emakethe yezimoto zamandla amasha yezwe lami zazuza ukusekelwa kokufakwa kwezimoto, okungaphansi kuka-3 esikhathini esifanayo ngonyaka odlule.Umthamo ofakiwe webhethri lamandla wezinkampani ezi-3 eziphezulu, ezi-5 eziphezulu, kanye nezingu-10 eziphezulu zazingu-27.8GWh, 31.2GWh, no-35.5GWh ngokulandelana kwazo, zibalwa u-76.5%, 85.6%, kanye no-97.5% wesamba esiphelele esifakiwe ngokulandelana.
Izinkampani eziphezulu eziyi-15 zamabhethri kagesi asekhaya ngokwevolumu yokufakwa kwezimoto ngoSepthemba
NgoSepthemba, izinkampani eziyishumi nanhlanu ezihamba phambili zamabhethri asekhaya ngokwevolumu yezimoto ezifakiwe yilezi: I-CATL (14.35GWh, ibalwa ngo-39.41%), i-BYD (9.83GWh, ibalwa ngo-27%), i-China New Aviation (3.66GWh, i-accounting engu-10.06 %) %), Yiwei Lithium Energy (1.84GWh, accounting for 5.06%), Guoxuan Hi-Tech (1.47GWh, accounting for 4.04%), LG New Energy (1.28GWh, accounting for 3.52%), Honeycomb Energy (0.99GWh , okubalelwa ku-3.52%) ku-2.73%), i-Xinwangda (0.89GWh, ibalwa ku-2.43%), i-Zhengli New Energy (0.68GWh, ibalwa ngo-1.87%), i-Funeng Technology (0.49GWh, ibalwa ku-1.35%), i-Ruipu Lanjun ( 0.39GWh, accounting for 1.07%), polyfluoropolymer (0.26GWh, accounting for 0.71%), Henan Lithium Dynamics (0.06GWh, accounting for 0.18%), SK (0.04GWh, accounting for 0.10%), Gateway ) 0.03GWh, ibalwa ngo-0.09%).
Kusukela ngoJanuwari kuya kuSepthemba, isamba sezinkampani zamabhethri kagesi angama-49 emakethe yezimoto zamandla amasha yezwe lami zithole ukwesekwa kokufakwa kwezimoto, okukodwa ngaphezu kwenkathi efanayo ngonyaka odlule.Ivolumu efakiwe yebhethri lamandla yezinkampani ezi-3 eziphezulu, ezi-5 eziphezulu, kanye nezingu-10 eziphezulu zebhethri zamandla ngokulandelana kwazo zazingu-206.1GWh, 227.1GWh no-249.2GWh, zibalwa ku-80.6%, 88.8% kanye no-97.5% wesamba esiphelele esifakiwe ngokulandelanayo.
Izinkampani eziphezulu eziyi-15 zamabhethri kagesi ezifuywayo ngokwevolumu yokufaka izimoto kusukela ngoJanuwari kuya kuSepthemba
Kusukela ngoJanuwari kuya kuSepthemba, izinkampani eziphezulu ezingu-15 zamabhethri kagesi asekhaya ngokwevolumu yezimoto ezifakiwe yilezi: I-CATL (109.3GWh, ibalwa ngo-42.75%), i-BYD (74GWh, ibalwa ku-28.94%), i-China New Aviation (22.81GWh, i-accounting for 22.81GWh, accounting for 28.94%) 8.92%), Yiwei Lithium Energy (11GWh, accounting for 4.3%), Guoxuan Hi-Tech (10.02GWh, accounting for 3.92%), Sunwoda (5.83GWh, LG88%), 2. Amandla Amasha (5.26GWh, Accounting for 2.06%), Honeycomb Energy (4.41GWh, accounting for 1.73%), Funeng Technology (3.33GWh, accounting for 1.3%), Zhengli New Energy (3.22GWh, accounting for 1.26%), Ruipu I-Lanjun ( 2.43GWh, i-accounting engu-0.95%), i-Polyfluorocarbon (1.17GWh, i-accounting engu-0.46%), i-Gateway Power (0.82GWh, i-accounting engu-0.32%), i-Lishen (0.27GWh, i-accounting engu-0.11%), i-GWh (0,2). okulinganiselwa ku-0.09%.
Isikhathi sokuthumela: Oct-12-2023