Haufinyane tjena, CINNO Research e lokolitse lintlha tsa morao-rao.Ho tloha ka Pherekhong ho isa Phuptjane 2023, matsete a projeke e ncha ea matla ea China e fihlile ho li-yuan tse litrilione tse 5.2 (ho kenyeletsoa Taiwan), mme indasteri e ncha ea matla e fetohile sebaka sa bohlokoa sa matsete bakeng sa liindasteri tse ntseng li hlaha tsa theknoloji.
Ho ea ka pono ea ho senyeha ha motse-moholo ka hare, ho tloha ka January ho ea ho June 2023, lichelete tsa lichelete Chaena (ho kenyeletsoa Taiwan) indasteri e ncha ea matla e ile ea phallela ho photovoltaics ea matla a moea, e nang le chelete e ka bang li-yuan tse limilione tse likete tse 2,5, tse ka bang 46,9%;kakaretso ea matsete a libeteri tsa lithium Chelete ke 1.2 trillion yuan, e etsang hoo e ka bang 22,6%;kakaretso ea matsete a polokelo ea matla ke li-yuan tse limilione tse likete tse 950, tse etsang karolo ea 18.1%;kakaretso ea matsete a matla a haedrojene e feta li-yuan tse limilione tse likete tse 490, e leng karolo ea 9.5%.
Ho latela pono ea mekhatlo e meraro e meholo ea matsete, li-photovoltaics tsa matla a moea, libeteri tsa lithium le polokelo ea matla ke mekhatlo e meraro e meholo ea matsete indastering e ncha ea matla.Ho tloha ka January ho ea ho June 2023, lichelete tsa lichelete tsa photovoltaic Chaena (ho kenyeletsoa Taiwan) li phallela haholo liseleng tsa photovoltaic, ha lichelete tsa lichelete tsa matla a moea li phalla haholo-holo mererong ea ts'ebetso ea matla a moea;Lichelete tsa lichelete tsa lithium betri haholo-holo li phalla ho lithium battery modules le PACK;matla a polokelo lichelete matsete a haholo-holo phallela ho pumped polokelo khona.
Ho latela pono ea kabo ea libaka, lichelete tsa matsete indastering e ncha ea matla li ajoa haholo-holo ho Inner Mongolia, Xinjiang le Jiangsu, 'me karolo e akaretsang ea libaka tse tharo e ka ba 37.7%.Har'a bona, Xinjiang le Inner Mongolia ba ruile molemo ka ho haha libaka tsa moea-solar le merero ea motheo ea matla, 'me ba na le thepa e batlang e le khōlō ea matla a kentsoeng a photovoltaic,' me ha e bapisoa le ho ajoa, ba haholo-holo bohareng.
Ho latela lintlha tsa morao-rao tse lokollotsoeng ke setsi sa lipatlisiso sa Korea Boroa SNE Research, halofo ea pele ea 2023, lisebelisoa tse ncha tse ngolisitsoeng tsa betri ea matla e tla ba 304.3GWh, keketseho ea selemo le selemo ea 50.1%.
Ha re sheba lik'hamphani tsa TOP10 tse nang le lisebelisoa tsa betri ea matla lefatšeng ka bophara halofong ea pele ea selemo, lik'hamphani tsa China li ntse li lula litulo tse tšeletseng, e leng Ningde Times, BYD, China Innovation Aviation, EVE Lithium Energy, Guoxuan Hi-Tech le Sunwoda, ka 'maraka o felletseng. karolo ea ho fihla ho 62.6%.
Ka ho khetheha, halofo ea pele ea selemo, Ningde Times ea Chaena e ile ea nka sebaka sa pele ka karolo ea 'maraka ea 36.8%,' me molumo oa eona oa ho kenya betri o eketsehile ka 56.2% selemo le selemo ho ea ho 112GWh;Kabelo ea 'maraka e ile ea latela haufi-ufi;Bophahamo ba ho kenya betri ea Zhongxinhang bo eketsehile ka 58.8% selemo le selemo ho ea ho 13GWh, e behile boemo ba botšelela ka karolo ea 'maraka ea 4.3%;EVE lithium matla a ho kenya betri bophahamo ba modumo e eketsehile ka 151.7% selemo le selemo ho ea ho 6.6GWh , e behiloe sebakeng sa 8th ka karolo ea 'maraka ea 2.2%;Bophahamo ba ho kenya betri ea Guoxuan Hi-Tech bo eketsehile ka 17.8% selemo le selemo ho ea ho 6.5GWh, e behile boemo ba bo-9 ka karolo ea 'maraka ea 2.1%;Molumo oa ho kenya betri ea Sunwoda selemo le selemo E eketsehile ka 44.9% ho ea ho 4.6GWh, e behile boemo ba 10 ka karolo ea 'maraka ea 1.5%.Har'a bona, halofo ea pele ea selemo, matla a kentsoeng a BYD le Yiwei lithium-energy libetri li fihletse kholo ea palo e meraro ea selemo le selemo.
Marang-rang a betri a hlokometse hore mabapi le karolo ea 'maraka, har'a tse 10 tse holimo tsa lisebelisoa tsa betri ea matla a lefats'e ka halofo ea pele ea selemo, karolo ea' maraka ea lik'hamphani tse 'ne tsa China CATL, BYD, Zhongxinhang, le Yiwei Lithium Energy e fihletsoeng selemo le selemo. kgolo.Sunwoda e ile ea hana.Har'a lik'hamphani tsa Majapane le Korea, karolo ea mmaraka ea LG New Energy e ile ea lula e bataletse ha e bapisoa le nako e tšoanang selemong se fetileng, ha Panasonic, SK on, le Samsung SDI kaofela li bone ho fokotseha ha selemo le selemo ho karolo ea mmaraka halofo ea pele ea selemo.
Ho phaella moo, Lekala la Indasteri le Theknoloji ea Boitsebiso le phatlalalitse ts'ebetso ea indasteri ea betri ea lithium-ion halofo ea pele ea 2023, e bontšang hore halofo ea pele ea 2023, indasteri ea naha ea heso ea lithium-ion e tla tsoela pele ho hōla.Ho ea ka tlhahisoleseling e tloaelehileng ea indasteri ea tlhahisoleseling le lipalo tsa mekhatlo ea indasteri, tlhahiso ea betri ea lithium ea naha halofo ea pele ea selemo e feta 400GWh, keketseho e fetang 43% selemo le selemo, le lekeno la indasteri ea betri ea lithium halofo ea pele ea selemo e fihlile li-yuan tse limilione tse likete tse 600.
Mabapi le libeteri tsa lithium, tlhahiso ea libeteri tsa polokelo ea matla halofo ea pele ea selemo e feta 75GWh, 'me matla a kentsoeng a matla a matla bakeng sa likoloi tse ncha tsa matla e ne e le hoo e ka bang 152GWh.Boleng ba kantle ho naha ba lihlahisoa tsa betri ea lithium bo eketsehile ka 69% selemo le selemo.
Karolong ea pele ea selemo, tlhahiso ea thepa ea cathode, lisebelisoa tsa anode, separators le electrolyte e ne e ka ba lithane tse limilione tse 1, lithane tse 670,000, lisekoere-mithara tse limilione tse likete tse 6,8 le lithane tse 440,000 ka ho latellana.
Halofo ea pele ea selemo, tlhahiso ea lithium carbonate le lithium hydroxide e fihlile ho lithane tse 205,000 le lithane tse 140,000 ka ho latellana, 'me litheko tse tloaelehileng tsa lithium carbonate le betri-grade lithium hydroxide (fine powder grade) halofo ea pele ea selemo e ne e le 332,000 yuan/ton le 364,000 yuan/ton ka ho latellana.Ton.
Mabapi le thomello ea li-electrolyte, "White Paper on Development of China's Lithium-ion Battery Electrolyte Industry (2023)" e lokollotsoeng ke mekhatlo ea lipatlisiso EVTank, Evie Economic Research Institute le China Battery Industry Research Institute e bontša hore halofo ea pele ea selemo. , Litheko tsa China tsa lithium-ion battery electrolyte Molumo ke lithane tse 504,000, 'me boholo ba mmaraka ke li-yuan tse limilione tse likete tse 24.19.EVTank e bolela esale pele hore thepa ea China ea electrolyte e tla fihla ho lithane tse limilione tse 1.169 ka 2023.
Mabapi le libeteri tsa sodium-ion, halofo ea pele ea selemo, libeteri tsa sodium-ion li fihletse liphello tse fokolang lipatlisisong tsa lihlahisoa le nts'etsopele, kaho ea matla a tlhahiso, temo ea ketane ea indasteri, ho netefatsa bareki, ntlafatso ea tekanyo ea lihlahisoa, le ho khothaletsa pontšo. merero.Ho latela lintlha tse tsoang ho "White Paper on Development of China's Sodium-ion Battery Industry (2023)" e lokollotsoeng ke litsi tsa lipatlisiso EVTank, Evie Economic Research Institute le China Battery Industry Research Institute, bofelong ba Phuptjane 2023, matla a tlhahiso a inehetseng. ea libeteri tsa sodium-ion tse kentsoeng tlhahiso naheng ka bophara li fihlile ho 10GWh, keketseho ea 8GWh ha e bapisoa le pheletso ea 2022.
Ho ea ka boitsebiso bo tsoang ho National Energy Administration, halofong ea pele ea selemo, matla a kentsoeng a sa tsoa kenngoa ts'ebetsong a ne a ka ba limilione tse 8.63 kW / 17.72 milione kWh, e lekanang le kakaretso ea matla a kentsoeng lilemong tse fetileng.Ho latela pono ea sekala sa matsete, ho ipapisitsoe le litheko tsa 'maraka tsa hajoale, ts'ebetso e ncha ea polokelo ea matla e tsamaisa matsete a tobileng a fetang li-yuan tse limilione tse likete tse 30.Ho tloha bofelong ba Phuptjane 2023, matla a kenyelletsoeng a merero e mecha ea polokelo ea matla e hahiloeng le ho kengoa tšebetsong naheng ka bophara e feta limilione tse 17.33 kW/35.8 milione kWh, 'me nako ea ho boloka matla ke lihora tse 2.1.
Ho ea ka lintlha tse tsoang ho Ofisi ea Tsamaiso ea Sephethephethe ea Lekala la Tšireletso ea Sechaba, ho tloha bofelong ba June 2023, palo ea likoloi tse ncha tsa matla naheng e fihlile ho limilione tse 16,2, e leng karolo ea 4,9% ea palo eohle ea likoloi.Halofo ea pele ea selemo, likoloi tse ncha tsa motlakase tse limilione tse 3.128 li ne li sa tsoa ngolisoa naheng ka bophara, keketseho ea selemo le selemo ea 41.6%, e leng tlaleho e phahameng.
Ho ea ka lintlha tsa morao-rao tse tsoang ho Mokhatlo oa Chaena oa Baetsi ba Likoloi, halofo ea pele ea selemo, tlhahiso le thekiso ea likoloi tse ncha tsa matla naheng ea heso e ne e le limilione tse 3.788 le limilione tse 3.747, ka ho latellana, keketseho ea 42,4% le 44,1% selemo. -ka selemo, 'me karolo ea' maraka e fihlile ho 28.3%;kakaretso ea tlhahiso ea libeteri tsa matla e ne e le 293.6GWh, Keketseho ea selemo le selemo ea 36.8%;thekiso e ntseng e eketseha ea libeteri tsa motlakase e fihlile ho 256.5GWh, keketseho ea selemo le selemo ea 17.5%;Keketseho e kentsoeng ea matla a libeteri tsa matla e ne e le 152.1GWh, keketseho ea selemo le selemo ea 38.1%;lits'ebetso tsa ho tjhaja li eketsehile ka li-unit tse limilione tse 1.442.
Ho ea ka boitsebiso bo tsoang ho State Administration of Taxation, halofo ea pele ea selemo, koloi e ncha ea matla a koloi le ho fokotsa lekhetho la sekepe le ho lokolloa ho fihlile ho li-yuan tse limilione tse 860, keketseho ea selemo le selemo ea 41,2%;tokollo ea lekhetho e ncha ea ho reka koloi ea matla e fihlile ho li-yuan tse limilione tse likete tse 49.17, keketseho ea selemo le selemo ea 44.1%.
Mabapi le ho hopola, lintlha tse tsoang ho Tsamaiso ea Naha bakeng sa Taolo ea 'Maraka li bontša hore karolong ea pele ea selemo sena, ho latela likoloi tsa lehae tse hopolang, ho ile ha sebelisoa kakaretso ea 80, e amanang le likoloi tse limilione tse 2.4746.Har'a bona, ho ea ka pono ea likoloi tse ncha tsa matla, bahlahisi ba likoloi ba 19 ba kentse ts'ebetsong kakaretso ea 29 e hopolang, e kenyelletsang likoloi tse limilione tse 1.4265, tse fetang palo eohle ea likoloi tse ncha tsa matla a ho hopola selemong se fetileng.Karolong ea pele ea selemo sena, palo eohle ea likoloi tse ncha tsa matla a ho hopola e ne e le karolo ea 58% ea palo eohle ea likhopotso karolong ea pele ea selemo, e etsang hoo e ka bang 60%.
Mabapi le li-export, lintlha tse tsoang ho Mokhatlo oa Chaena oa Baetsi ba Likoloi li bontša hore halofo ea pele ea selemo, naha ea heso e ile ea romela likoloi tse ncha tsa matla a 534,000, e leng keketseho ea selemo le selemo ka makhetlo a 1,6;lik'hamphani tsa betri ea matla li rometse 56.7GWh ea libeteri le 6.3GWh ea libeteri tsa polokelo ea matla.
Ho ea ka boitsebiso bo tsoang ho General Administration of Customs, halofo ea pele ea selemo, kakaretso ea lihlahisoa tsa "tse tharo" tsa naha ea heso, ke hore, likoloi tsa likoloi tsa motlakase, libeteri tsa lithium le lisele tsa letsatsi li eketsehile ka 61,6%, ho khanna. kgolo ya diyantle ka kakaretso ka diphesente tse 1.8, mme indasteri e tala e na le matla a maholo.
Ho phaella moo, marang-rang a betri (mybattery) a boetse a bala letsete le ho atolosoa ha ketane eohle ea indasteri ea betri ea malapeng karolong ea pele ea selemo, ho kopanya le ho fumana, ho beha motheo, tlhahiso ea liteko le ho saena taelo.Ho ea ka lintlha, ho ea ka lipalo-palo tse sa fellang tsa marang-rang a betri, halofo ea pele ea selemo, palo ea merero ea katoloso ea matsete a 223 e kenyelelitsoe lipalo-palo, tseo 182 li phatlalalitseng chelete ea lichelete, ka chelete eohle ea lichelete tse ngata. ho feta li-yuan tse limilione tse likete tse 937.7.Mabapi le ho kopanngoa le ho reka, halofo ea pele ea selemo, ntle le ketsahalo ea ho felisoa ha transaction, ho ne ho e-na le linyeoe tse fetang 33 tse amanang le ho kopanngoa le ho reka tšimong ea betri ea lithium, eo 26 e ileng ea phatlalatsa palo ea transaction, ka kakaretso. chelete e ka bang li-yuan tse limilione tse likete tse 17.5.Karolong ea pele ea selemo, ho ne ho e-na le merero ea ho rala motheo ea 125, 113 ea eona e phatlalalitse chelete ea matsete, ka chelete eohle ea lichelete tsa li-yuan tse fetang limilione tse likete tse 521.891, le chelete e tloaelehileng ea lichelete tsa li-yuan tse limilione tse likete tse 4.619;62 teko tlhahiso le diporojeke thomo, 45 o ile a phatlalatsa tjhelete ya dipeeletso, kakaretso Over 157.928 limilione tse likete tse Yuan, le dipeeletso tsa karolelano ea 3,51 bilione Yuan.Mabapi le ho saena ha odara, halofo ea pele ea selemo, lik'hamphani tsa ketane ea li-betri tsa malapeng li fumane kakaretso ea litaelo tsa 58 lapeng le kantle ho naha, haholo-holo bakeng sa libeteri tsa lithium, lisebelisoa tsa betri tsa polokelo ea matla le litaelo tsa thepa e tala.
Mabapi le ts'ebetso, ho ea ka lipalo-palo tsa marang-rang a betri, lik'hamphani tse thathamisitsoeng ka har'a ketane ea indasteri ea matla a macha li senotse boitsebiso bo boletsoeng esale pele bakeng sa halofo ea pele ea selemo, ho bontša hore halofo ea pele ea selemo, ts'ebetso ea ts'ebetso ea ts'ebetso. ketane eohle ea indasteri ea matla a macha ea betri e fokotsehile haholo, mme lebelo le matla la kholo le felile.Litšobotsi li hlahisoa haholo fekthering ea betri: thabo e tsoakiloeng le masoabi!Kholo e fokolang ea tlhokahalo e ea fokotseha;lik'hamphani tsa merafo: tshebetso dives!Palo le theko e bolaeang habeli + phaello ea chelete e fokotsehile ka halofo;thepa mofani wa thepa: tshebetso sealuma!Litahlehelo tse peli tse kholo ka ho fetisisa tsa lithium iron phosphate;fektheri ea lisebelisoa: kholo ea selemo le selemo habeli!Katleho halofong ea pele ea selemo e le seithuti se hloahloa indastering.Ka kakaretso, ho ntse ho na le mathata ka morao ho menyetla ea ketane ea indasteri ea matla a macha a betri.Mokhoa oa ho fumana boemo bo tiileng tikolohong e rarahaneng ea 'maraka le ts'ebetso ea nts'etsopele ea moferefere e sa ntse e lokela ho rarolloa.
Matsatsi a 'maloa a fetileng, Mokhatlo oa Bapalami o boletse hore palo e kholo ea lihlahisoa tse ncha tsa tlhōlisano e tla hlahisoa' marakeng oa matla a macha karolong ea bobeli ea selemo, e lebeletsoeng ho tlisa kholo ea 'maraka o mocha oa matla karolong ea bobeli ea selemo le ho tšehetsa thekiso ea 'maraka ka kakaretso.
Mokhatlo oa Bapalami o bolela esale pele hore thekiso ea likoloi tsa baeti ka tsela e moqotetsane ka July e lebelletsoe ho ba li-unit tse limilione tse 1.73, khoeli le khoeli -8.6% le selemo le selemo -4.8%, eo ho eona ho rekisoang matla a macha. thekiso e ka bang li-unit tsa 620,000, khoeli le khoeli -6.8%, keketseho ea selemo le selemo ea 27.5%, le tekanyo ea ho kenella e ka bang 35,8%.
Ho latela lintlha tsa July tse lokollotsoeng ke lihlahisoa tse ncha tsa matla mathoasong a August, mabapi le matla a macha a ho etsa likoloi, ka July, palo ea ho fana ka matla a mahlano a macha a ho etsa likoloi e feta likoloi tsa 10,000.Ho feta habeli;Weilai Automobile e ile ea fana ka likoloi tse fetang 20,000, rekoto e phahameng;Leap Motors e ile ea fana ka likoloi tse 14,335;Xiaopeng Motors e ile ea fana ka likoloi tse 11,008, tsa fihla boemong bo bocha ba likoloi tse 10,000;Nezha Motors e ile ea fana ka likoloi tse ncha Likoloi tse fetang 10,000;Skyworth Automobile e ile ea fana ka likoloi tse ncha tse 3,452, e rekisa likoloi tse fetang 3,000 ka likhoeli tse peli tse latellanang.
Ka nako e ts'oanang, lik'hamphani tsa likoloi tsa setso le tsona li potlakisa ho amohela matla a macha.Ka Phupu, SAIC Motor e rekisitse likoloi tse ncha tsa 91,000 ka Phupu, ho tsoela pele ka kholo e ntle ea khoeli le khoeli ho tloha ka Pherekhong le ho otla boemo bo bocha bakeng sa selemo;Katleho ea khoeli le khoeli ea li-unit tse 45,000;Thekiso ea Geely Automobile ea likoloi tse ncha tsa matla e fihlile ho li-unit tse 41,014, boemo bo bocha bakeng sa selemo, keketseho ea ho feta 28% selemo le selemo;Thekiso ea Changan Automobile ea likoloi tse ncha tsa matla ka Phupu e ne e le li-unit tse 39,500, keketseho ea selemo le selemo ea 62.8%;Thekiso ea Great Wall Motors ea likoloi tse ncha tsa baeti tse nang le matla a 28,896, keketseho ea selemo le selemo ea 163%;palo ea thekiso ea likoloi tse ncha tsa Celes e ne e le 6,934;Koloi ea Dongfeng Lantu e hlahisitse likoloi tse ncha tse 3,412…
Changjiang Securities e bontšitse hore nts'etsopele ea likoloi tse ncha tsa matla karolong ea bobeli ea selemo e lebeletsoe ho feta tebello.Ho ea ka pono ea ts'ebetso ea ho qetela, tlhokahalo ea hona joale e ntse e eketseha, boemo ba thepa bo boemong bo botle, 'me boemo ba theko bo batla bo tsitsitse.Ka nako e khutšoanyane, maano le marang-rang a maraka a tla ntlafala, 'me "ntoa ea theko" e tla kokobela.Ka tokiso ea moruo, matla a macha le tlhoko e felletseng li lebelletsoe ho ntlafala ho ea pele;mose ho maoatle tsoela pele e phahameng-kholo monehelo eketseha, 'me inventory lebeletsoe ho kena boemong ba tshebetso e tsitsitseng.
Huaxi Securities e boletse hore mabapi le ketane e ncha ea indasteri ea likoloi tsa matla, ka nako e khuts'oane, ho theoa ha ketane ea indasteri e fetileng ho felile + ho tlatsetsoa ha thepa ho qalile + nakong ea tlhoro ea setso halofong ea bobeli ea selemo, kaofela. lihokelo li lebelletsoe ho kena mothating oa ho eketsa tlhahiso.Nakong e mahareng le e telele, ha matla a ho khanna a likoloi tse ncha tsa malapeng a ntse a fetoha butle-butle ho tloha lehlakoreng la pholisi ho ea lehlakoreng la 'maraka, likoloi tse ncha tsa matla li kene boemong ba ho kenella ka potlako;phepelo ea motlakase mose ho maoatle e na le boikemisetso bo hlakileng, 'me nts'etsopele ea likoloi tse ncha tsa lefats'e li fihletse molumo.
China Galaxy Securities Research Report e boletse hore hora e lefifi ka ho fetesisa e fetile, tlhoko ea liteishene tse ncha tsa matla e ntlafetse, 'me ho felisoa ha ketane ea indasteri ea betri ea lithium ho phethiloe.
Nako ea poso: Aug-25-2023