Ka la 11 Mphalane, data ea morao-rao e lokollotsoeng ke setsi sa lipatlisiso sa Korea Boroa SNE Research e bonts'itse hore matla a kentsoeng a libeteri tsa koloi ea motlakase (EV, PHEV, HEV) tse ngolisitsoeng lefatšeng ka bophara ho tloha ka Pherekhong ho isa Phato 2023 e ne e le 429GWh, keketseho ea 48.9% ho feta nako ea selemo se fetileng.
Boemo ba betri ea matla a lefats'e e kentsoeng ho tloha ka Pherekhong ho isa Phato 2023
Ha re sheba lik'hamphani tse 10 tse holimo mabapi le bophahamo ba motlakase oa lefats'e oa ho kenya betri ho tloha ka Pherekhong ho fihlela Phato, lik'hamphani tsa China li ntse li lula litulo tse tšeletseng, e leng CATL, BYD, China New Aviation, Everview Lithium Energy, Guoxuan Hi-Tech le Sunwanda, toropo e kholo. karolo e ka holimo ho 63.1%.
Ka ho khetheha, ho tloha ka January ho ea ho August, CATL ea Chaena e behile sebaka sa pele ka karolo ea 'maraka ea 36.9%,' me molumo o kentsoeng ka betri o eketsehile ka 54.4% selemo le selemo ho ea ho 158.3GWh;Bolumo e kentsoeng ea betri ea BYD e eketsehile ka 87.1% selemo le selemo ho fihla ho 68.1GWh.E lateloa haufi-ufi le karolo ea 'maraka ea 15.9%;Bolumo ba betri ea sefofane ea Zhongxin e kentsoeng e eketsehile ka 69% selemo le selemo ho ea ho 20GWh, e behile boemo ba botšelela ka karolo ea 'maraka ea 4.7%;Yiwei lithium betri e kentse molumo oa koloi o eketsehile ka 142.8% selemo le selemo% ho ea ho 9.2GWh, e boemong ba 8th ka karolo ea 'maraka ea 2.1%;Bolumo ba ho kenya betri ea Guoxuan Hi-Tech bo eketsehile ka 7.7% selemo le selemo ho ea ho 9.1GWh, e boemong ba 9th ka karolo ea 'maraka ea 2.1%;Battery ea Xiwandang Bophahamo ba koloi e kentsoeng bo eketsehile ka 30.4% selemo le selemo ho ea ho 6.2GWh, e maemong a bo10 ka karolo ea 'maraka ea 1.4%.Har'a bona, ho tloha ka Pherekhong ho fihlela Phato, ke palo e kentsoeng feela ea betri ea lithium ea Yiwei e fihletseng kholo ea linomoro tse tharo selemo le selemo.
Ho phaella moo, ho tloha ka January ho ea ho August, palo ea ho kenya betri ea lik'hamphani tse tharo tsa betri tsa Korea kaofela li bontšitse kholo, empa karolo ea 'maraka e ile ea theoha ka karolo ea 1.0 lekholong ho tloha nakong e tšoanang selemong se fetileng ho ea ho 23,4%.LG New Energy e behiloe boemong ba 3, ka keketseho ea selemo le selemo ea 58.5%, 'me bophahamo ba koloi e kentsoeng e ne e le 60.9GWh, ka karolo ea mmaraka ea 14.2%.SK On le Samsung SDI li maemong a bohlano le a bosupa ka ho latellana, ha SK On e eketseha ka 16.5% selemo le selemo.Molumo oa koloi o kentsoeng 21.7GWh, ka karolo ea 'maraka ea 5.1%.Samsung SDI e eketsehile ka 32.4% selemo le selemo, ka molumo o kentsoeng oa 17.6GWh, ka karolo ea 'maraka ea 4.1%.
E le eona feela k'hamphani ea Majapane e kentseng tse leshome tse holimo, palo ea likoloi tse kentsoeng tsa Panasonic ho tloha ka Pherekhong ho fihlela Phato e ne e le 30.6GWh, keketseho ea 37.3% ka nako e ts'oanang selemong se fetileng, mme karolo ea eona ea mmaraka e ne e le 7.1%.
Lipatlisiso tsa SNE li hlahlobile hore sekhahla sa kholo ea thekiso ea likoloi tsa motlakase lefatšeng ka bophara se theohile morao tjena.Litheko tsa likoloi li boleloa e le sesosa se ka sehloohong sa ho fokotseha ha 'maraka oa likoloi tsa motlakase tse theko e tlaase.E le ho fokotsa theko ea libeteri, tse ikarabellang bakeng sa karolo e phahameng ka ho fetisisa ea litšenyehelo tsa likoloi tsa motlakase, lik'hamphani tse ngata li sebelisa libeteri tsa lithium iron phosphate tse nang le tlhōlisano ea theko ho feta libeteri tsa ternary.Ho utloisisoa hore ha tlhoko ea libeteri tsa lithium iron phosphate bakeng sa likoloi tsa motlakase e ntse e eketseha, lik'hamphani tse tharo tse kholo tsa Korea Boroa tse ntseng li etsa libeteri tsa ternary tse sebetsang hantle li ntse li hola ho nts'etsapele libeteri tsa likoloi tsa motlakase tse tlase.Ha linaha li phahamisa litšitiso tsa khoebo, tse kang US Inflation Act (IRA), ho bile thata hore lik'hamphani tsa Chaena tse nang le libeteri tse matla tsa lithium iron phosphate li kene 'marakeng ka ho toba,' me liphetoho tsa karolo ea 'maraka li hohetse tlhokomelo e ngata.Ka nako e ts'oanang, lik'hamphani tse tharo tse kholo tsa Korea Boroa le tsona li ntse li phehella maano a betri ea lithium iron phosphate.
Ntle le moo, mabapi le 'maraka oa lapeng, ka letsatsi le ts'oanang (la 11 Mphalane), ho latela data ea khoeli le khoeli bakeng sa betri ea matla le polokelo ea matla ka Loetse 2023 e lokollotsoeng ke China Automotive Power Battery Industry Innovation Alliance, mabapi le tlhahiso. September, matla a naha ea heso le libeteri tsa polokelo ea matla Tlhahiso e ne e le 77.4GWh, keketseho ea 5.6% khoeli le khoeli le 37.4% selemo le selemo.Har'a bona, tlhahiso ea betri ea matla e etsa hoo e ka bang 90.3%.
Ho tloha ka Pherekhong ho isa Loetse, kakaretso ea naha ea heso e bokellaneng ea matla le libeteri tsa polokelo ea matla e bile 533.7GWh, 'me tlhahiso e eketsehang ka 44.9% selemo le selemo.Har'a bona, tlhahiso ea betri ea matla e etsa hoo e ka bang 92.1%.
Mabapi le thekiso, ka Loetse, thekiso ea naha ea heso ea matla le libeteri tsa polokelo ea matla e ne e le 71.6GWh, keketseho ea khoeli le khoeli ea 10.1%.Har'a bona, boholo ba thekiso ea libeteri tsa matla e ne e le 60.1GWh, e ikarabellang bakeng sa 84.0%, keketseho ea khoeli le khoeli ea 9.2%, le keketseho ea selemo le selemo ea 29.3%;thekiso ea betri ea polokelo ea matla e ne e le 11.5GWh, e ikarabellang bakeng sa 16.0%, keketseho ea khoeli le khoeli ea 15.0%.
Ho tloha ka Pherekhong ho isa Loetse, kakaretso ea thekiso ea naha ea heso ea matla le libeteri tsa polokelo ea matla e bile 482.6GWh.Har'a tsona, palo ea thekiso ea libeteri tse matla e ne e le 425.0GWh, e ikarabellang bakeng sa 88.0%, ka kholo ea selemo le selemo ea 15.7%;theko ea thekiso ea libeteri tsa polokelo ea matla e ne e le 57.6GWh, e leng karolo ea 12.0%.
Mabapi le thepa e romelloang kantle, ka Loetse, kakaretso ea thepa ea naha ea heso ea matla le libeteri tsa polokelo ea matla e ne e le 13.3GWh.Har'a tsona, thekiso ea libeteri tsa motlakase kantle ho naha e ne e le 11.0GWh, e ikarabellang bakeng sa 82.9%, keketseho ea khoeli le khoeli ea 3.8%, le keketseho ea selemo le selemo ea 50.5%.Lithekiso tsa kantle ho naha tsa libeteri tsa polokelo ea matla e ne e le 2.3GWh, e ikarabellang bakeng sa 17.1%, keketseho ea khoeli le khoeli ea 23.3%.
Ho tloha ka Pherekhong ho isa Loetse, kakaretso ea thepa ea naha ea heso ea matla le libeteri tsa polokelo ea matla e fihlile ho 101.2GWh.Har'a tsona, thekiso e akaretsang ea thekiso ea libeteri tsa matla e ne e le 89.8GWh, e ikarabellang bakeng sa 88.7%, ka keketseho ea selemo le selemo ea 120.4%;Theko e akaretsang ea thekiso ea libeteri tsa polokelo ea matla e ne e le 11.4GWh, e etsang 11.3%.
Mabapi le bophahamo ba ho kenya koloi, ka Loetse, betri ea naha ea heso e kentsoeng matla a koloi e ne e le 36.4GWh, keketseho ea selemo le selemo ea 15.1% le keketseho ea khoeli le khoeli ea 4.4%.Har'a tsona, molumo o kentsoeng oa libeteri tsa ternary e ne e le 12.2GWh, e leng karolo ea 33.6% ea kakaretso ea molumo o kentsoeng, keketseho ea selemo le selemo ea 9.1%, le keketseho ea khoeli le khoeli ea 13.2%;molumo o kentsoeng oa libeteri tsa lithium iron phosphate e ne e le 24.2GWh, e leng karolo ea 66.4% ea kakaretso e kentsoeng, keketseho ea selemo le selemo ea 18.6%, le keketseho ea khoeli le khoeli ea 18,6%.Keketseho ea 0.6%.
Ho tloha ka Pherekhong ho isa Loetse, palo ea libeteri tsa motlakase tse kentsoeng naheng ea heso e ne e le 255.7GWh, e leng keketseho ea selemo le selemo ea 32.0%.Har'a tsona, palo e kentsoeng ea li-betri tsa ternary ke 81.6GWh, e nkang karolo ea 31.9% ea kakaretso ea molumo o kentsoeng, ka kholo ea selemo le selemo ea 5.7%;palo e kenyelletsoeng ea libeteri tsa lithium iron phosphate ke 173.8GWh, e nkang karolo ea 68.0% ea kakaretso e kentsoeng, ka kholo ea selemo le selemo ea 49.4%.
Ka Loetse, kakaretso ea lik'hamphani tse 33 tsa libeteri tsa motlakase 'marakeng oa likoloi tse ncha tsa matla naheng ea heso li fihletse tšehetso ea ho kenya likoloi, ka 3 ka tlase ho nako e tšoanang selemong se fetileng.Bokhoni ba betri ea matla bo kentsoeng ba 3, top 5, le top 10 power battery company e ne e le 27.8GWh, 31.2GWh, le 35.5GWh ka ho latellana, e leng 76.5%, 85.6%, le 97.5% ea kakaretso e kentsoeng ka ho latellana.
Lik'hamphani tse 15 tse phahameng ka ho fetisisa tsa betri ea matla a lapeng mabapi le bophahamo ba ho kenya koloi ka Loetse
Ka September, lik'hamphani tse leshome le metso e mehlano tse phahameng ka ho fetisisa tsa betri ea matla a malapeng mabapi le bophahamo ba koloi e kentsoeng e ne e le: CATL (14.35GWh, accounting for 39.41%), BYD (9.83GWh, accounting for 27%), China New Aviation (3.66GWh, accounting for 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) , palo ea 3.52%) e entseng 2.73%), Xinwangda (0.89GWh, e etsang 2.43%), Zhengli New Energy (0.68GWh, e leng 1.87%), Funeng Technology (0.49GWh, e etsang 1.35%), Ruipu Lanjun ( 0.39GWh, accounting 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 Power, Gateway ) 0.03GWh, e ikarabellang bakeng sa 0.09%).
Ho tloha ka Pherekgong ho isa Loetse, kakaretso ya dikhamphani tse 49 tsa dibeteri tsa motlakase mmarakeng wa naha ya heso o motjha wa makoloi di fihlelletse tshehetso ya ho kenngwa ha dikoloi, e le nngwe ho feta nako e tshwanang selemong se fetileng.Bolumo ea betri ea matla e kentsoeng ea li-top 3, top 5, le top 10 power battery company e ne e le 206.1GWh, 227.1GWh le 249.2GWh, accounting 80.6%, 88.8% le 97.5% ea kakaretso e kentsoeng ka ho latellana.
Likhamphani tse holimo tsa 15 tsa betri ea matla a lapeng mabapi le bophahamo ba ho kenya likoloi ho tloha ka Pherekhong ho isa Loetse
Ho tloha ka Pherekhong ho isa Loetse, lik'hamphani tse 15 tse holimo ka ho fetesisa tsa betri ea motlakase ea lapeng mabapi le bophahamo ba koloi e kentsoeng ke: CATL (109.3GWh, accounting for 42.75%), BYD (74GWh, accounting for 28.94%), China New Aviation (22.81GWh, 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, LG28%), LGG, 2. Matla a Macha (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 Lanjun (2.43GWh, accounting for 0.95%), Polyfluorocarbon (1.17GWh, accounting for 0.46%), Gateway Power (0.82GWh, accounting for 0.32%), Lishen (0.27GWh, accounting for 0.11%), SK (0,2). palo ea 0.09%).
Nako ea poso: Oct-12-2023