CATL e phatlalalitse ka mor'a hore 'maraka o koalehe hore k'hamphani e rera ho tsetela morerong o mocha oa indasteri ea betri ea Hungarian Era Debrecen, Hungary, ka matsete a sa feteng li-euro tse limilione tse likete tse 7.34 (e lekanang le hoo e ka bang RMB 50.9 limilione tse likete).Litaba tsa kaho ke mohala oa tlhahiso ea betri ea matla a 100GWh.Kakaretso ea nako ea kaho e lebeletsoe hore e se fete likhoeli tse 64, ’me mohaho oa pele oa fektheri o tla hahuoa ka 2022 ka mor’a ho fumana tumello e loketseng.
Mabapi le khetho ea CATL (300750) ea ho haha fektheri Hungary, motho ea amehang ea ikarabellang oa k'hamphani o sa tsoa bolella baqolotsi ba litaba ho tsoa ho Associated Press hore indasteri ea lehae e na le lisebelisoa tse ntle tse tšehetsang 'me e loketse ho reka thepa e tala ea betri.E boetse e fumaneha bohareng ba Europe 'me e bokelletse lik'hamphani tse ngata tsa likoloi, tse loketseng CATL ka nako e loketseng.Arabela litlhoko tsa bareki.Tikoloho e ntle ea toropo le eona e fane ka thuso e kholo ea nts'etsopele bakeng sa matsete a CATL le kaho ea lifeme Hungary.
Ho ea ka litaba tsa morao-rao tse tsoang akhaonteng ea sechaba ea CATL WeChat, setsi sa indasteri se sebakeng sa boikhathollo se ka boroa sa liindasteri sa Debrecen, toropo e ka bochabela ho Hungary, se nkang sebaka sa lihekthere tse 221.E haufi le li-OEM tsa Mercedes-Benz, BMW, Stellantis, Volkswagen le bareki ba bang.E tla etsa likoloi tsa Europe.Baetsi ba hlahisa lisele tsa betri le lihlahisoa tsa module.Ho feta moo, Mercedes-Benz e tla ba moreki oa pele le e moholo ka ho fetisisa setsing sa pele sa tlhahiso.
Ena hape ke feme ea bobeli e hahiloeng ke CATL Europe kamora feme e Jeremane.Ho utloisisoa hore Ningde Times hajoale e na le metheo e meholo ea tlhahiso e leshome lefatšeng, mme ho na le e le 'ngoe feela mose ho maoatle Thuringia, Jeremane.Feme e qalile ho aha ka la 18 Mphalane, 2019, ka tlhahiso e reriloeng ea 14GWh.E fumane laesense ea tlhahiso ea betri ea 8GWH.Hajoale, e mothating oa ho kenya lisebelisoa 'me beche ea pele ea libeteri e tla tsoa moleng oa tlhahiso pele 2022 e fela.
Ho latela data ea khoeli le khoeli e lokollotsoeng ke China Automotive Power Battery Industry Innovation Alliance ka Phato 11, kakaretso ea betri ea motlakase ea lapeng e kentsoeng e fihlile ho 24.2GWh ka Phupu, keketseho ea selemo le selemo ea 114.2%.Har'a bona, CATL e maemong a tiileng har'a lik'hamphani tsa betri tsa motlakase tsa malapeng ho latela bophahamo ba koloi e kentsoeng, ka molumo oa koloi o kentsoeng o fihlang ho 63.91GWh ho tloha ka Pherekhong ho isa Phupu, ka karolo ea mmaraka ea 47.59%.BYD e behile boemo ba bobeli ka karolo ea 'maraka ea 22.25%.
Ho ea ka lipalo-palo tse tsoang Setsing sa Advanced Industrial Research Institute (GGII), tlhahiso ea likoloi tse ncha tsa malapeng e lebelletsoe ho fihla ho li-unit tse limilione tse 6 ka 2022, e tla tsamaisa thomello ea betri ea matla ho feta 450GWh;tlhahiso le thekiso ea likoloi tse ncha tsa lefats'e li tla feta li-unit tse limilione tse 8.5, tse tla tsamaisa thomello ea libeteri tsa motlakase.Ka tlhokahalo e fetang 650GWh, China e ntse e tla ba 'maraka o moholo oa lefats'e oa betri ea matla;GGII e lebelletse hore thomello ea libeteri tsa matla lefatšeng ka bophara e tla fihla ho 1,550GWh ka 2025, 'me e lebelletsoe ho fihla ho 3,000GWh ka 2030.
Ho latela tlaleho ea lipatlisiso ea Yingda Securities ka la 24 Phuptjane, CATL e kentse metheo ea tlhahiso e 10 lefatšeng ka bophara mme e na le likhoebo tse kopaneng le lik'hamphani tsa likoloi ho hlahisa kakaretso e reriloeng ea tlhahiso ea ho feta 670GWh.Ka setsi sa Guizhou, setsi sa Xiamen le tse ling tse qalang kaho e 'ngoe ka mor'a e' ngoe, ho lebeletsoe hore matla a tlhahiso a tla feta 400Gwh qetellong ea 2022, 'me matla a selemo le selemo a ho tsamaisa thepa a tla feta 300GWh.
Ho ipapisitsoe le ponelopele ea tlhokahalo ea betri ea lithium e tsamaisitsoeng ke ho phatloha ha 'maraka o mocha oa likoloi tsa matla le polokelo ea matla, Yingda Securities e nka hore thomello ea libeteri ea lefats'e ea CATL e na le karolo ea 30% ea mmaraka.Ho lebelletsoe hore thekiso ea betri ea lithium ea CATL ka 2022-2024 e tla fihla ho 280GWh/473GWh ka ho latellana./ 590GWh, eo thekiso ea betri ea matla e neng e le 244GWh/423GWh/525GWh ka ho latellana.
Ha phepelo ea thepa e tala e nyoloha kamora 2023, litheko tsa betri li tla theoha.Ho hakanngoa hore theko ea yuniti ea thekiso ea matla le libeteri tsa polokelo ea matla ho tloha 2022 ho isa 2024 e tla ba 0.9 yuan/Wh, 0.85 yuan/Wh, le 0.82 yuan/Wh ka ho latellana.Chelete ea libeteri tsa matla e tla ba li-yuan tse limilione tse likete tse 220.357, li-yuan tse limilione tse likete tse 359.722, le li-yuan tse limilione tse likete tse 431.181 ka ho latellana.Likarolo ke 73.9% / 78.7% / 78.8% ka ho latellana.Sekhahla sa kholo ea chelete ea betri ea matla e lebelletsoe ho fihla ho 140% selemong sena, 'me sekhahla sa kholo se tla qala ho fokotseha ka lilemo tse 23-24.
Batho ba bang indastering ba lumela hore hajoale CATL e tlas'a "khatello e kholo."Ho latela pono ea bokhoni bo kentsoeng feela, CATL e ntse e tšoere "sebaka se kaholimo" pina ea betri ea motlakase ea lapeng ka monyetla o moholo.Leha ho le joalo, haeba re sheba karolo ea 'maraka, Ho bonahala eka melemo ea eona e fokotseha butle-butle.
Lintlha tse amehang li bontša hore halofo ea pele ea 2022, leha CATL e fihletse karolo ea 'maraka ea 47.57%, e fokotsehile ka 1.53pct ha e bapisoa le 49.10% ka nako e tšoanang selemong se fetileng.Ka lehlakoreng le leng, BYD (002594) le Sino-Singapore Airlines li na le karolo ea 'maraka ea 47.57%.Ho tloha ho 14.60% le 6.90% ka nako e tšoanang selemong se fetileng, ba nyolohetse ho 21.59% le 7.58% halofo ea pele ea selemo sena.
Ho feta moo, CATL e ne e le maqakabetsing a "ho eketsa chelete e kenang ntle le phaello e eketsehileng" kotareng ea pele ea selemo sena.Phaello ea kakaretso kotareng ea pele ea selemo sena e ne e le li-yuan tse limilione tse likete tse 1.493, e leng phokotso ea selemo le selemo ea 23.62%.Lena ke lekhetlo la pele CATL e thathamisitsoe ho tloha lethathamong la eona ka Phuptjane 2018. , kotara ea pele eo phaello ea chelete e oelang selemo le selemo, 'me phaello ea phaello e theohetse ho 14.48%, e leng tlase e ncha ka lilemo tse peli.
Nako ea poso: Nov-09-2023