Ka ho tlosoa ha lithuso tsa 'muso le ho hlakoloa ha lithuso tsa lehae, likoloi tse ncha tsa motlakase, tse neng li ntse li phahama, li ile tsa tobetsa konopo ea khefu ea kholo ka lekhetlo la pele ka July selemong sena,' me likhoeling tse peli tse latelang, thekiso e ile ea theoha nako le nako.
Lintlha tsa tlhahiso le thekiso tse lokollotsoeng ke Mokhatlo oa China oa Baetsi ba Likoloi li bonts'a hore ho tloha ka Phupu ho isa Loetse 2019, thekiso e ncha ea likoloi tsa motlakase e ne e le 80,000, 85,000 le 80,000 ka ho latellana, ho theohile ka 4.8%, 15.8% le 33.9% ka ho latellana.
E angoa ke ho theoha ha thekiso ea likoloi tse ncha tsa matla, indasteri ea betri ea matla, e leng "pelo" ea likoloi tse ncha tsa matla, e jere tšusumetso e matla.Ho latela lintlha tsa morao-rao tse lokollotsoeng ke China Automotive Power Battery Industry Innovation Alliance, ka Loetse selemong sena, matla a naha ea heso a kentsoeng matla a matla a kentsoeng ke 4.0GWh, e leng phokotso ea selemo le selemo ea 30.9%.
Ho lokela ho totobatsoa hore phello ea phokotso ea lithuso le ho fokotseha ha thekiso ha se feela ho fokotseha ha bokhoni bo kentsoeng, empa hape le khatello e tebileng ea ho pholoha ha lik'hamphani tsa betri ea matla a holimo.Joalo ka ha Mo Ke, mohlahlobi ea ka sehloohong oa Lipatlisiso tsa Lithium tsa 'Nete, a boletse, A angoa ke phokotso ea lithuso, tlholisano indastering ea betri ea matla e tla ba matla le ho feta ka 2019.
E bontšitse hore ka ho fokotseha ho hoholo ha lithuso, lik'hamphani tsa likoloi li tla theola theko ho baetsi ba betri, 'me phaello ea bahlahisi ba betri e tla fokotseha;ea bobeli, nako ea akhaonto e ka 'na ea mpefala,' me ho tla ba thata ho lik'hamphani tse nang le matla a fokolang a lichelete ho tšehetsa likoloi tsa motlakase mose ho maoatle.Ho na le baetsi ba li-betri ba bane kapa ba bahlano feela 'marakeng,' me 'maraka oa lapeng o tla qetella o tšoana, ho setse lik'hamphani tse ka bang 10 feela.
Sebakeng see, boemo ba hona joale ba ho pholoha ba lik'hamphani tsa betri ea matla ke bofe?Re ka khona ho fumana leseli la sena ho tsoa litlalehong tsa tšebetso ea kotara ea boraro tse lokollotsoeng ke lik'hamphani tse ngata tse thathamisitsoeng tsa betri ea motlakase.
CATL: Phaello ea kakaretso e theohile ka 7.2% selemo le selemo kotareng ea boraro
Haufinyane tjena, CATL (300750, Stock Bar) e phatlalalitse liphetho tsa eona tsa kotara ea boraro bakeng sa 2019. Tlaleho ea lichelete e bontša hore likarolong tse tharo tsa pele, CATL e fumane chelete ea li-yuan tse limilione tse likete tse 32.856, keketseho ea selemo le selemo ea 71,7%;Phaello e hlahisitsoeng ke beng ba liabo e ne e le li-yuan tse libilione tse 3.464, e leng keketseho ea selemo le selemo ea 45.65%.
Ha ho bapisoa le halofo ea pele ea selemo sena, lekeno la kotara e le 'ngoe le kholo ea phaello ea CATL li theohile kotareng ea boraro.Tlaleho ea lichelete e bontša hore kotareng ea boraro ea selemo sena, chelete ea CATL e ne e le li-yuan tse limilione tse likete tse 12.592, e leng keketseho ea selemo le selemo ea 28.8%;phaello ea letlooa e hlahisoang ke beng ba liabo e ne e le li-yuan tse libilione tse 1.362, phokotseho ea selemo le selemo ea 7.2%, 'me phaello e felletseng ka mor'a ho se theohe e fokotsehile ka 11.01% selemo le selemo.
Ningde Times e boletse hore lebaka le ka sehloohong la keketseho ea selemo le selemo ea ts'ebetso ea k'hamphani likarolong tse tharo tsa pele ke hore ka tsoelo-pele e potlakileng ea indasteri e ncha ea likoloi, tlhokahalo ea 'maraka ea libeteri tsa motlakase e eketsehile ha e bapisoa le nako e tšoanang. selemong se fetileng;khamphani e matlafalitse tsoelo-pele ea 'maraka, e tsetelitsoe pele ho lokolla bokhoni ba tlhahiso ea li-cable,' me ea hlahisa le ho rekisoa ka tsela e nepahetseng.phahamisa.
Ts'ebetso ea kotara ea boraro e ile ea fokotseha selemo le selemo.CATL e boletse hore e bakiloe ke ho theoha ha litheko tsa thekiso ea lihlahisoa tse ling le phokotseho ea phaello e felletseng.Ha mmoho le keketseho ea matsete a R&D le litšenyehelo tsa tsamaiso kotareng ea boraro, karolo ea litšenyehelo ho lekeno e eketsehile.
Guoxuan Hi-Tech: Phaello ea kakaretso e theohile ka 12.25% likarolong tse tharo tsa pele.
Ka la 29 Mphalane, Guoxuan High-Tech (002074, Stock Bar) e ile ea lokolla tlaleho ea eona ea kotara ea boraro bakeng sa 2019, e fihlelang chelete ea ts'ebetso ea li-yuan tse limilione tse likete tse 1.545, keketseho ea selemo le selemo ea 3.68%;phaello ea chelete e hlahisoang ke beng ba liabo ba lik'hamphani tse thathamisitsoeng e ne e le li-yuan tse limilione tse 227, keketseho ea selemo le selemo ea 17.22%;Phaello e bakiloeng ke beng ba liabo ba lik'hamphani tse thathamisitsoeng, ho sa kenyeletsoe melemo le litahlehelo tse sa tsoeng khafetsa, e bile li-yuan tse limilione tse 117, e leng phokotseho ea selemo le selemo ea 14.13%;moputso oa mantlha ka kakaretso e ne e le 0.20 yuan.
Likarolong tse tharo tsa pele, chelete ea ts'ebetso e ne e le li-yuan tse limilione tse likete tse 5.152, keketseho ea selemo le selemo ea 25.75%;phaello ea chelete e hlahisoang ke beng ba liabo ba lik'hamphani tse thathamisitsoeng e ne e le li-yuan tse limilione tse 578, e leng phokotso ea selemo le selemo ea 12.25%;phaello e hlahisitsoeng ke beng ba liabo ba lik'hamphani tse thathamisitsoeng ho sa kenyelelitsoe phaello le tahlehelo e sa fetoheng e ne e le li-yuan tse limilione tse 409., keketseho ea selemo le selemo ea 2,02%;moputso oa mantlha ka kakaretso e ne e le 0.51 yuan.
DOF: Phaello ea kakaretso e theohile ka 62% selemo le selemo kotareng ea boraro
Haufinyane tjena, tlaleho ea boraro ea kotara ea 2019 e lokollotsoeng ke Duofludo (002407, Stock Bar) e bonts'itse hore likotong tse tharo tsa pele tsa selemo sena, k'hamphani e fihletse chelete eohle ea ts'ebetso ea li-yuan tse limilione tse likete tse 2.949, keketseho ea selemo le selemo ea 10.44%. 'me phaello ea marang-rang e hlahisitsoeng ke beng ba likhamphani tse thathamisitsoeng e ne e le li-yuan tse limilione tse 97.6393, e leng keketseho ea selemo le selemo ea li-yuan tse limilione tse 97.6393.E theohile ka 42.1%, mme phokotso e ile ea hola ha e bapisoa le nako e tšoanang selemong se fetileng.
Har'a bona, chelete ea k'hamphani karolong ea boraro e ne e ka ba li-yuan tse limilione tse likete tse 1.0, keketseho e nyenyane ea 2.1% ha e bapisoa le nako e tšoanang selemong se fetileng;phaello ea kakaretso ea k'hamphani e ne e ka ba li-yuan tse limilione tse 14, e leng phokotso e kholo ea 62% ha e bapisoa le nako e tšoanang selemong se fetileng.Phaello ea marang-rang e theohile bakeng sa likarolo tse 6 tse latellanang.
Duofudo e hakanya hore phaello ea kakaretso ea k'hamphani ka 2019 e tla ba lipakeng tsa li-yuan tse limilione tse 13 le li-yuan tse limilione tse 19.5, e leng phokotseho ea 70.42% -80.28%.Phaello ea selemo se fetileng e ne e le li-yuan tse limilione tse 65.9134.
Dofluoro o boletse tlalehong ea eona ea lichelete hore lebaka le ka sehloohong la ho theoha ha phaello ke ho fokotseha ha phaello ea lihlahisoa tsa letsoai la fluoride le kotsi e ntseng e eketseha ea li-account tsa likoloi tse ncha tse fumanehang.Tlaleho e bontša hore litlaleho tsa Duofuo tse ka fumanoang li fihlile li-yuan tse limilione tse likete tse 1.3 likarolong tse tharo tsa pele.
Xinwangda: Phaello ea kakaretso kotareng ea boraro e eketsehile ka 31.24% selemo le selemo ho ea ho li-yuan tse limilione tse 273.
Tlaleho ea lichelete ea kotara ea boraro ea Xinwanda ea 2019 e bontša hore ho tloha ka Phupu ho isa Loetse selemong sena, Xiwanda (300207, Stock Bar) e fihletse chelete ea ts'ebetso ea li-yuan tse limilione tse likete tse 6.883, keketseho ea 23.94% nakong e tšoanang selemong se fetileng;phaello ea chelete e ne e le li-yuan tse limilione tse 273, keketseho ea 31.24% ka nako e tšoanang selemong se fetileng..
Ho tloha ka Pherekhong ho isa Loetse, Xinwangda e fihletse kakaretso ea chelete ea tšebetso ea li-yuan tse bilione tse 17.739, e leng keketseho ea 35.36% nakong e tšoanang selemong se fetileng;phaello ea chelete e ne e le li-yuan tse limilione tse 502, keketseho ea 16.99% ka nako e tšoanang selemong se fetileng.
Sunwanda o boletse hore keketseho ea chelete e kenang ea ts'ebetso likarolong tse tharo tsa pele e bakiloe haholo ke keketseho ea litaelo tsa bareki ha e bapisoa le nako e tšoanang selemong se fetileng.Ka nako e ts'oanang, litšenyehelo tsa eona tsa ts'ebetso, tsamaiso ea thekiso le litšenyehelo tse ling le tsona li ile tsa eketseha.Ho bohlokoa ho hlokomela hore ho tloha ka Pherekhong ho isa Loetse selemong sena, litšenyehelo tsa R&D tsa Sunwanda li fihlile li-yuan tse limilione tse likete tse 1.007, e leng keketseho ea 61.23% nakong e tšoanang selemong se fetileng.
Ka Loetse selemong sena, Sunwanda e ile ea beha har'a libeteri tse hlano tse holimo tsa motlakase, tse maemong a ka morao ho CATL, BYD, AVIC Lithium Battery le Guoxuan High-Tech, tse fihletseng kholo e kholo ea selemo le selemo ea 2329.11%.Ho tloha ka Pherekhong ho isa Loetse, matla a eona a kentsoeng a matla a motlakase a fihlile ho 424.35MWh.
Yiwei Lithium Energy: Karolong ea boraro, e eketsehile ka 199.23% selemo le selemo ho ea ho li-yuan tse limilione tse 658.
Haufinyane tjena, Yiwei Lithium Energy (300014, Stock Bar) e senotse tlaleho ea eona ea kotara ea boraro bakeng sa 2019. Tlaleho e bontša hore karolong ea boraro ea 2019, k'hamphani e fihletse chelete ea ts'ebetso ea li-yuan tse limilione tse likete tse 2.047, keketseho ea selemo le selemo ea 81.94% ;phaello e hlahisoang ke beng ba likhamphani tse thathamisitsoeng li-yuan tse limilione tse 658, keketseho ea selemo le selemo ea 199.23%.
Likarolong tse tharo tsa pele, k'hamphani e fihletse chelete ea ts'ebetso ea li-yuan tse limilione tse likete tse 4.577, keketseho ea selemo le selemo ea 52.12%;phaello ea kakaretso ea li-yuan tse limilione tse likete tse 1.159, keketseho ea selemo le selemo ea 205.94%;le meputso ka karolo e 'ngoe ea 1.26 yuan.
Yiwei Lithium Energy e boletse tlalehong ea eona ea lichelete hore kholo e kholo ea phaello ea chelete nakong ea tlaleho e bakiloe ke mabaka a latelang: ① Tlhokahalo ea libeteri tsa lithium primary le SPC bakeng sa ETC le li-smart metres e phahame, thomello e imenne habeli, phaello e felletseng ea sehlahisoa. moeli o eketsehile, 'me phaello e ngata e na le ntlafatso e kholo;② Ts'ebetso e nyane ea betri ea lithium-ion e ntlafetse, 'me phaello e ntlafalitsoe le ho feta;③ Tokollo e hlophisehileng ea matla a tlhahiso ea betri e khothalelitse kholo ea ts'ebetso le phaello;④ Ts'ebetso ea k'hamphani e amanang le McQuay e eketsehile.
Hajoale, matla a tlhahiso ea betri ea lithium ea Yiwei ke 11GWh, ho kenyeletsoa 4.5GWh ea lisekoere tsa libeteri tsa tšepe tsa lithium, 3.5GWh ea libeteri tsa cylindrical ternary, 1.5GWh ea lisekoere tsa libeteri tsa ternary, le 1.5GWh ea libeteri tsa ternary tse pakiloeng ka bonolo.Ho latela lintlha tse tsoang Lefapheng la Ts'ebeliso ea Battery ea Matla, ho tloha ka Pherekhong ho isa Loetse 2019, Yiwei Lithium Energy e fihletse kakaretso ea 907.33MWh ea matla a kentsoeng a betri ea matla, keketseho ea selemo le selemo ea 48.78%, e etsang karolo ea 2.15% ea kakaretso ea lehae. e kentse bokhoni ka nako e ts'oanang, e maemong a bohlano indastering.
Penghui Energy: Phaello ea chelete kotareng ea boraro e eketsehile ka 17.52% selemo le selemo ho ea ho li-yuan tse limilione tse 134.
Tlaleho ea kotara ea boraro ea Penghui Energy ea 2019 e bonts'a hore nakong ea tlaleho, k'hamphani e fihletse chelete ea ts'ebetso ea li-yuan tse limilione tse likete tse 1.049, keketseho ea selemo le selemo ea 29.73%;phaello ea chelete e hlahisoang ke beng ba likhamphani tse thathamisitsoeng e ne e le li-yuan tse limilione tse 134, keketseho ea selemo le selemo ea 17.52%;Phaello ea letlooa ka mor'a ho se kenyeletse phaello le tahlehelo e sa tsoellang e ne e le li-yuan tse limilione tse 127, keketseho ea selemo le selemo ea 14.43%;moputso oa mantlha ka kakaretso e ne e le 0.47 yuan.
Likarolong tse tharo tsa pele, Penghui Energy (300438, Stock Bar) e fihletse kakaretso ea chelete ea ts'ebetso ea li-yuan tse limilione tse likete tse 2.495, keketseho ea selemo le selemo ea 40.94%;phaello ea chelete eohle e hlahisoang ke beng ba likhamphani tse thathamisitsoeng e ne e le li-yuan tse limilione tse 270, keketseho ea selemo le selemo ea 0.27%;ntle le phaello e sa kenyelelitsoeng ho tsoa ho phaello le litahlehelo khafetsa e ne e le li-yuan tse limilione tse 256, keketseho ea selemo le selemo ea 18.28%;moputso oa mantlha ka kakaretso e ne e le 0.96 yuan.
Nako ea poso: Dec-18-2023