Tuam Tshoj lub roj teeb tshiab lub zog kev lag luam tau dhau qhov kev xeem ib nrab xyoo, qhov sib txawv ntawm ib nrab ntawm lub xyoo yog dab tsi?

Tsis ntev los no, CINNO Research tau tshaj tawm cov ntaub ntawv tshiab.Txij thaum Lub Ib Hlis Ntuj mus txog rau Lub Rau Hli 2023, Tuam Tshoj txoj kev nqis peev tshiab ntawm lub zog muaj nqis txog 5.2 trillion yuan (xws li Taiwan), thiab kev lag luam hluav taws xob tshiab tau dhau los ua qhov peev txheej tseem ceeb rau kev lag luam thev naus laus zis tshiab.

Los ntawm qhov kev xav ntawm cov peev txheej sab hauv, txij lub Ib Hlis mus txog rau Lub Rau Hli 2023, cov peev nyiaj hauv Suav teb (xws li Taiwan) kev lag luam hluav taws xob tshiab feem ntau ntws mus rau cua fais fab photovoltaics, nrog rau cov nyiaj txog li 2.5 trillion yuan, suav txog li 46.9%;tag nrho cov peev hauv lithium roj teeb Cov nyiaj yog 1.2 trillion yuan, suav txog li 22.6%;tag nrho cov peev hauv lub zog cia yog 950 billion yuan, suav txog 18.1%;tag nrho cov peev hauv hydrogen zog tshaj 490 billion yuan, suav txog li 9.5%.

Los ntawm qhov kev xav ntawm peb qhov chaw lag luam loj, cua fais fab photovoltaics, lithium roj teeb thiab lub zog cia yog peb qhov peev txheej loj hauv kev lag luam hluav taws xob tshiab.Txij lub Ib Hlis mus txog rau Lub Rau Hli 2023, cov peev nyiaj photovoltaic hauv Suav teb (xws li Taiwan) feem ntau ntws mus rau cov xov tooj hluav taws xob photovoltaic, thaum cua fais fab peev nyiaj feem ntau ntws mus rau cov haujlwm ua haujlwm cua;lithium roj teeb peev nyiaj feem ntau ntws mus rau lithium roj teeb modules thiab PACK;lub zog cia peev nyiaj feem ntau ntws mus rau pumped cia tau.

Los ntawm qhov kev xav ntawm thaj chaw faib khoom, cov peev nyiaj hauv kev lag luam hluav taws xob tshiab yog feem ntau faib hauv Inner Mongolia, Xinjiang thiab Jiangsu, thiab tag nrho cov kev faib ua feem ntawm peb cheeb tsam yog kwv yees li 37.7%.Ntawm lawv, Xinjiang thiab Inner Mongolia tau txais txiaj ntsig los ntawm kev tsim kho cua-hnub ci hauv paus thiab lub zog lub hauv paus haujlwm, thiab muaj cov khoom lag luam loj ntawm cov khoom siv hluav taws xob photovoltaic, thiab piv nrog kev faib tawm, lawv feem ntau yog nruab nrab.

Raws li cov ntaub ntawv tshiab tshaj tawm los ntawm South Kauslim lub koom haum tshawb fawb SNE Research, nyob rau hauv thawj ib nrab ntawm 2023, lub ntiaj teb no tshiab sau npe fais fab kev teeb tsa yuav yog 304.3GWh, ib xyoo-rau-xyoo nce ntawm 50.1%.

Kev txiav txim los ntawm TOP10 tuam txhab uas muag nrog lub ntiaj teb no lub hwj chim roj teeb kev teeb tsa nyob rau hauv thawj ib nrab ntawm lub xyoo, Suav tuam txhab uas muag tseem nyob rau 6 lub rooj, xws li Ningde Times, BYD, Tuam Tshoj Innovation Aviation, EVE Lithium Zog, Guoxuan Hi-Tech thiab Sunwoda, nrog rau tag nrho cov lag luam. feem ntau txog 62.6%.

Tshwj xeeb, nyob rau hauv thawj ib nrab ntawm lub xyoo, Tuam Tshoj lub Ningde Times ranked thawj nrog ib tug ua lag luam feem ntawm 36.8%, thiab nws cov roj teeb loading ntim tau nce 56.2% xyoo-rau-xyoo rau 112GWh;Kev ua lag luam sib faib ua raws li qab;Zhongxinhang lub roj teeb ntim ntim tau nce 58.8% xyoo-rau-xyoo rau 13GWh, qeb thib rau nrog kev lag luam sib koom ntawm 4.3%;EVE lithium roj teeb lub zog teeb tsa ntim tau nce 151.7% xyoo-rau-xyoo rau 6.6GWh, nyob qib 8 nrog kev lag luam sib koom ntawm 2.2%;Guoxuan Hi-Tech lub roj teeb ntim ntim tau nce 17.8% xyoo-rau-xyoo rau 6.5GWh, qeb duas 9 nrog kev lag luam sib koom ntawm 2.1%;Sunwoda lub roj teeb ntim ntim txhua xyoo Nws nce 44.9% mus rau 4.6GWh, qeb duas 10 nrog kev lag luam sib koom ntawm 1.5%.Ntawm lawv, nyob rau hauv thawj ib nrab ntawm lub xyoo, lub peev xwm ntawm BYD thiab Yiwei lithium-zog roj teeb tau ua tiav peb-tus lej xyoo-rau-xyoo kev loj hlob.

Lub roj teeb network pom tias nyob rau hauv cov nqe lus ntawm kev ua lag luam, ntawm cov saum toj kawg nkaus 10 lub ntiaj teb no lub hwj chim roj teeb kev teeb tsa nyob rau hauv thawj ib nrab ntawm lub xyoo, kev ua lag luam feem ntawm plaub lub tuam txhab Suav Tuam Tshoj CATL, BYD, Zhongxinhang, thiab Yiwei Lithium Zog ua tiav xyoo-rau-xyoo. kev loj hlob.Sunwoda tsis kam.Ntawm cov tuam txhab Nyij Pooj thiab Kaus Lim Kauslim, LG Tshiab Zog txoj kev lag luam tseem nyob tiaj tus piv rau tib lub sijhawm xyoo tas los, thaum Panasonic, SK nyob rau, thiab Samsung SDI txhua tus tau pom ib xyoos ib zaug hauv kev lag luam hauv thawj ib nrab ntawm lub xyoo.

Tsis tas li ntawd, Ministry of Industry thiab Information Technology tau tshaj tawm kev lag luam ntawm lithium-ion roj teeb kev lag luam hauv thawj ib nrab ntawm 2023, qhia tias thawj ib nrab xyoo 2023, kuv lub teb chaws lithium-ion roj teeb kev lag luam yuav loj hlob ntxiv.Raws li kev lag luam tus qauv tshaj tawm cov ntaub ntawv lag luam thiab kev lag luam koom haum suav nrog, lub teb chaws lithium roj teeb tsim nyob rau hauv thawj ib nrab ntawm lub xyoo tshaj 400GWh, nce ntau dua 43% xyoo-rau-xyoo, thiab cov nyiaj tau los ntawm kev lag luam roj teeb lithium hauv lub xyoo. thawj ib nrab ntawm lub xyoo mus txog 600 billion yuan.

Nyob rau hauv cov nqe lus ntawm lithium roj teeb, qhov tso zis ntawm lub zog cia roj teeb nyob rau hauv thawj ib nrab ntawm lub xyoo tau tshaj 75GWh, thiab lub peev xwm ntsia tau rau lub hwj chim roj teeb rau lub zog tshiab tsheb yog hais txog 152GWh.Tus nqi xa tawm ntawm cov khoom siv roj teeb lithium tau nce 69% xyoo-rau-xyoo.

Hauv thawj ib nrab ntawm lub xyoo, cov khoom siv cathode, cov khoom siv anode, cov khoom sib cais, thiab cov electrolytes yog kwv yees li 1 lab tons, 670,000 tons, 6.8 billion square meters, thiab 440,000 tons, raws li.

Nyob rau hauv thawj ib nrab ntawm lub xyoo, cov zis ntawm lithium carbonate thiab lithium hydroxide mus txog 205,000 tons thiab 140,000 tons raws li, thiab cov nqi nruab nrab ntawm roj teeb-qib lithium carbonate thiab roj teeb-qib lithium hydroxide (zoo hmoov qib) nyob rau hauv thawj ib nrab ntawm lub xyoo. lub xyoo yog 332,000 yuan / ton thiab 364,000 yuan / ton feem.Toj.

Hais txog kev xa khoom ntawm electrolyte, "Daim Ntawv Dawb ntawm Kev Txhim Kho ntawm Tuam Tshoj Lithium-ion Battery Electrolyte Industry (2023)" tso tawm los ntawm cov chaw tshawb fawb EVTank, Evie Economic Research Institute thiab Tuam Tshoj Roj Teeb Kev Lag Luam Kev Tshawb Fawb Lub Tsev Haujlwm qhia tau hais tias nyob rau hauv thawj ib nrab ntawm lub xyoo. , Tuam Tshoj lub lithium-ion roj teeb electrolyte xa khoom Lub ntim yog 504,000 tons, thiab kev lag luam loj yog 24.19 billion yuan.EVTank kwv yees tias Tuam Tshoj txoj kev xa khoom electrolyte yuav ncav cuag 1.169 lab tons hauv 2023.

Nyob rau hauv cov nqe lus ntawm sodium-ion roj teeb, nyob rau hauv thawj ib nrab ntawm lub xyoo, sodium-ion roj teeb tau ua tiav cov theem ntawm kev tshawb fawb thiab kev loj hlob ntawm cov khoom, tsim muaj peev xwm tsim, industrial saw cultivation, neeg xyuas xyuas, kev txhim kho cov yield npaum li cas, thiab txhawb kev ua qauv qhia. tej yaam num.Raws li cov ntaub ntawv los ntawm "Daim Ntawv Qhia Txog Kev Txhim Kho ntawm Tuam Tshoj Sodium-ion Roj Teeb Kev Lag Luam (2023)" tso tawm los ntawm cov chaw tshawb fawb EVTank, Evie Economic Research Institute thiab Tuam Tshoj Roj Teeb Kev Lag Luam Kev Tshawb Fawb Lub Tsev Haujlwm, los ntawm qhov kawg ntawm Lub Rau Hli 2023, muaj peev xwm tsim tau. ntawm sodium-ion roj teeb uas tau muab tso rau hauv kev tsim khoom thoob tebchaws tau mus txog 10GWh, nce ntawm 8GWh piv rau qhov kawg ntawm 2022.

Raws li cov ntaub ntawv los ntawm National Energy Administration, nyob rau hauv thawj ib nrab ntawm lub xyoo, lub peev xwm ntsia tshiab tau muab tso rau hauv kev ua lag luam yog kwv yees li 8.63 lab kW / 17.72 lab kWh, sib npaug rau tag nrho cov peev txheej hauv xyoo dhau los.Los ntawm qhov kev xav ntawm cov peev txheej, raws li cov nqi lag luam tam sim no, qhov tshiab tau muab tso rau hauv kev ua haujlwm ntawm lub zog tshiab cia tsav ncaj qha peev ntawm ntau dua 30 billion yuan.Raws li qhov kawg ntawm Lub Rau Hli 2023, qhov tsim muaj peev xwm ntawm cov khoom siv hluav taws xob tshiab uas tau tsim thiab muab tso rau hauv kev ua haujlwm thoob plaws hauv lub tebchaws tau tshaj 17.33 lab kW / 35.8 lab kWh, thiab lub sijhawm nruab nrab lub zog cia yog 2.1 teev.

Raws li cov ntaub ntawv los ntawm Traffic Management Bureau ntawm Ministry of Public Security, txij li thaum kawg ntawm Lub Rau Hli 2023, cov tsheb tshiab lub zog hauv lub tebchaws tau nce mus txog 16.2 lab, suav txog 4.9% ntawm tag nrho cov tsheb.Hauv thawj ib nrab ntawm lub xyoo, 3.128 lab lub zog tshiab tsheb tau sau npe tshiab thoob tebchaws, ib xyoos ib zaug nce ntawm 41.6%, cov ntaub ntawv siab.

Raws li cov ntaub ntawv tshiab tshaj plaws los ntawm Tuam Tshoj Association of Automobile Manufacturers, nyob rau hauv thawj ib nrab ntawm lub xyoo, kev tsim thiab kev muag khoom ntawm lub zog tshiab tsheb nyob rau hauv kuv lub teb chaws yog 3.788 lab thiab 3.747 lab, feem, qhov nce ntawm 42.4% thiab 44.1% xyoo. -on-xyoo, thiab kev lag luam sib faib tau mus txog 28.3%;cov khoom tsim tawm ntawm cov roj teeb hluav taws xob yog 293.6GWh, Kev loj hlob ib xyoos ib zaug ntawm 36.8%;Kev muag khoom ntawm cov roj teeb hluav taws xob tau nce mus txog 256.5GWh, ib xyoos ib zaug nce ntawm 17.5%;cumulative nruab muaj peev xwm ntawm lub hwj chim roj teeb yog 152.1GWh, ib tug cumulative xyoo-rau-xyoo nce ntawm 38.1%;charging infrastructure tau nce los ntawm 1.442 lab units.

Raws li cov ntaub ntawv los ntawm Lub Xeev Kev Tswj Xyuas Nyiaj Se, nyob rau hauv thawj ib nrab ntawm lub xyoo, lub zog tshiab tsheb tsheb thiab nkoj txo nqi se thiab zam tau mus txog 860 lab yuan, ib xyoos ib zaug nce ntawm 41.2%;Lub zog tshiab tsheb yuav zam se tau mus txog 49.17 billion yuan, ib xyoos ib zaug nce ntawm 44.1%.

Hais txog kev rov qab los, cov ntaub ntawv los ntawm Lub Xeev Kev Tswj Xyuas Kev Tswj Xyuas Kev Lag Luam qhia tau hais tias thawj ib nrab ntawm lub xyoo no, hais txog kev rov qab tsheb hauv tsev, tag nrho ntawm 80 rov qab tau siv, suav nrog 2.4746 lab tsheb.Ntawm lawv, los ntawm kev xav ntawm lub zog tshiab tsheb, 19 lub tuam txhab tsheb tau siv tag nrho ntawm 29 rov qab, suav nrog 1.4265 lab lub tsheb, uas tau dhau tag nrho cov tsheb tshiab lub zog rov qab xyoo tas los.Nyob rau hauv thawj ib nrab ntawm lub xyoo no, tag nrho cov xov tooj ntawm lub zog tshiab tsheb rov qab accounting rau 58% ntawm tag nrho cov xov tooj ntawm recalls nyob rau hauv thawj ib nrab ntawm lub xyoo, accounting rau ze li ntawm 60%.

Nyob rau hauv cov nqe lus ntawm kev xa tawm, cov ntaub ntawv los ntawm Tuam Tshoj Association of Automobile Manufacturers qhia tau hais tias nyob rau hauv thawj ib nrab ntawm lub xyoo, kuv lub teb chaws exported 534,000 lub zog tshiab tsheb, ib xyoo-rau-xyoo nce ntawm 1.6 zaug;Lub tuam txhab roj teeb hluav taws xob tau xa tawm 56.7GWh ntawm cov roj teeb thiab 6.3GWh ntawm lub zog cia roj teeb.

Raws li cov ntaub ntawv los ntawm General Administration ntawm kev lis kev cai, nyob rau hauv thawj ib nrab ntawm lub xyoo, tag nrho cov export ntawm kuv lub teb chaws "peb tshiab" cov khoom, uas yog, hluav taws xob neeg nrog caij tsheb, lithium roj teeb, thiab lub hnub ci hlwb, nce 61.6%, tsav tsheb. tag nrho cov xa tawm kev loj hlob los ntawm 1.8 feem pua ​​​​cov ntsiab lus, thiab kev lag luam ntsuab muaj ntau lub zog.

Tsis tas li ntawd, lub roj teeb network (mybattery) kuj suav txog kev nqis peev thiab kev nthuav dav ntawm tag nrho cov kev lag luam roj teeb hauv tsev hauv thawj ib nrab ntawm lub xyoo, kev sib koom ua ke thiab kev yuav khoom, lub hauv paus nteg, sim tsim, thiab kos npe rau kev txiav txim.Raws li cov ntaub ntawv, raws li cov ntaub ntawv tsis tiav ntawm lub roj teeb network, nyob rau hauv thawj ib nrab ntawm lub xyoo, tag nrho ntawm 223 kev nqis peev nthuav dav cov haujlwm tau suav nrog hauv cov txheeb cais, ntawm 182 tshaj tawm cov peev nyiaj, nrog rau tag nrho cov peev ntawm ntau dua. tshaj 937.7 billion yuan.Nyob rau hauv cov nqe lus ntawm mergers thiab acquisitions, nyob rau hauv thawj ib nrab ntawm lub xyoo, tsis suav nrog cov kev tshwm sim ntawm kev sib pauv kev txiav txim, muaj ntau tshaj li 33 qhov teeb meem muaj feem xyuam rau mergers thiab acquisitions nyob rau hauv lub lithium roj teeb teb, ntawm uas 26 tshaj tawm tus nqi pauv, nrog rau tag nrho. tus nqi ntawm kwv yees li 17.5 billion yuan.Nyob rau hauv thawj ib nrab ntawm lub xyoo, muaj 125 foundation nteg tej yaam num, 113 ntawm uas tau tshaj tawm cov peev nyiaj, nrog rau tag nrho cov peev ntawm ntau tshaj 521.891 billion yuan, thiab qhov nruab nrab peev nyiaj ntawm 4.619 billion yuan;62 kev sim ntau lawm thiab commissioning tej yaam num, 45 tshaj tawm cov peev nyiaj, tag nrho Tshaj 157.928 billion yuan, nrog rau qhov nruab nrab peev ntawm 3.51 billion yuan.Nyob rau hauv cov nqe lus ntawm kev txiav txim kos npe, nyob rau hauv thawj ib nrab ntawm lub xyoo, domestic roj teeb kev lag luam saw tuam txhab uas muag tau txais tag nrho ntawm 58 kev txiav txim nyob rau hauv tsev thiab txawv teb chaws, feem ntau yog rau lithium roj teeb, lub zog cia roj teeb systems thiab raw khoom txiav txim.

Nyob rau hauv cov nqe lus ntawm kev ua tau zoo, raws li kev txheeb cais ntawm lub roj teeb network, cov tuam txhab teev npe nyob rau hauv lub roj teeb tshiab lub zog kev lag luam saw tau nthuav tawm cov ntaub ntawv kwv yees kev ua tau zoo rau thawj ib nrab ntawm lub xyoo, qhia tias thawj ib nrab ntawm lub xyoo, kev ua haujlwm ntawm tag nrho cov roj teeb tshiab lub zog kev lag luam saw tau poob qis, thiab lub zog loj hlob sai tau tso tseg.Cov yam ntxwv tshwj xeeb tshaj yog nthuav tawm hauv lub Hoobkas roj teeb: sib xyaw kev xyiv fab thiab kev tu siab!Tsis muaj zog thov kev loj hlob qeeb;Cov tuam txhab mining: kev ua haujlwm dhia!Muaj nuj nqis thiab tus nqi ob npaug tua + nyiaj tau los halved;Cov khoom lag luam: kev ua haujlwm thunderstorm!Ob qhov kev poob loj tshaj plaws hauv lithium hlau phosphate;Khoom siv Hoobkas: ob npaug rau xyoo-rau-xyoo kev loj hlob!Kev ua tiav hauv thawj ib nrab ntawm lub xyoo raws li kev lag luam sab saum toj cov tub ntxhais kawm.Nyob rau hauv tag nrho, tseem muaj kev sib tw tom qab lub cib fim nyob rau hauv lub roj teeb tshiab zog kev lag luam saw.Yuav ua li cas kom tau ib tug ruaj foothold nyob rau hauv lub complex ua lag luam ib puag ncig thiab cov txheej txheem ntawm turbulent txoj kev loj hlob tseem yuav tsum tau daws.

Ob peb hnub dhau los, Passenger Federation tau hais tias ntau qhov kev sib tw cov khoom tshiab yuav raug tsim tawm hauv lub lag luam tshiab lub zog nyob rau hauv ib nrab ntawm lub xyoo, uas xav tias yuav coj kev loj hlob mus rau lub zog tshiab kev lag luam nyob rau hauv lub thib ob ib nrab ntawm lub xyoo. xyoo thiab txhawb nqa tag nrho kev lag luam muag khoom.

Lub Koom Haum Neeg nrog caij kwv yees tias kev muag khoom muag ntawm cov neeg caij tsheb hauv kev nkag siab nqaim hauv Lub Xya Hli yuav tsum yog 1.73 lab units, ib hlis-rau-hli -8.6% thiab ib xyoos-rau-xyoo-4.8%, ntawm cov khoom siv hluav taws xob tshiab. kev muag khoom yog kwv yees li 620,000 units, ib hlis-rau-hli -6.8%, ib xyoos-rau-xyoo nce ntawm 27.5%, thiab kev nkag mus txog li 35.8%.

Judging los ntawm Lub Xya hli ntuj cov ntaub ntawv tso tawm los ntawm lub zog tshiab hom nyob rau hauv thaum ntxov Lub yim hli ntuj, nyob rau hauv cov nqe lus ntawm tshiab tsheb-tsim rog, nyob rau hauv Lub Xya hli ntuj, lub ntim ntawm tsib lub tsheb tshiab-tsim rog ntau tshaj 10,000 tsheb.Ntau tshaj ob npaug;Weilai Tsheb xa tawm ntau tshaj 20,000 lub tsheb, cov ntaub ntawv siab;Leap Motors xa 14,335 lub tsheb;Xiaopeng Motors xa 11,008 lub tsheb, mus txog qhov tseem ceeb tshiab ntawm 10,000 tsheb;Nezha Motors xa cov tsheb tshiab Tshaj 10,000 lub tsheb;Skyworth Automobile tau xa 3,452 lub tsheb tshiab, muag ntau dua 3,000 lub tsheb rau ob lub hlis sib law liag.

Nyob rau tib lub sijhawm, cov tuam txhab tsheb tsoos kuj tseem ua kom lawv lub zog tshiab.Thaum Lub Xya Hli, SAIC Motor tau muag 91,000 lub tsheb tshiab lub zog nyob rau lub Xya Hli, txuas ntxiv qhov kev loj hlob zoo ntawm lub hli txij li Lub Ib Hlis thiab ntaus lub siab tshiab rau lub xyoo;Lub hli tawg ntawm 45,000 units;Geely Automobile kev muag khoom ntawm lub zog tshiab tsheb tau mus txog 41,014 units, qhov siab tshiab rau lub xyoo, nce ntau dua 28% xyoo-rau-xyoo;Changan Automobile qhov muag ntawm lub zog tshiab tsheb nyob rau hauv Lub Xya hli ntuj yog 39,500 units, ib xyoo-rau-xyoo nce ntawm 62.8%;Great Wall Motors 'kev muag khoom ntawm lub zog tshiab neeg nrog caij tsheb 28,896 tsheb, ib xyoos ib zaug nce ntawm 163%;qhov muag ntim ntawm Celes tshiab lub zog tsheb yog 6,934;Dongfeng Lantu Tsheb xa tawm 3,412 lub tsheb tshiab…

Changjiang Securities tau taw qhia tias txoj kev loj hlob ntawm lub zog tshiab tsheb nyob rau hauv ib nrab ntawm lub xyoo yog xav kom tshaj qhov kev cia siab.Los ntawm qhov kev xav ntawm qhov kev ua tau zoo ntawm lub davhlau ya nyob twg, qhov kev thov tam sim no tau nce tsis tu ncua, cov khoom muag qib yog nyob rau hauv lub xeev noj qab haus huv, thiab tus nqi theem kuj tseem ruaj khov.Nyob rau hauv lub sij hawm luv luv, cov cai thiab kev lag luam margins yuav txhim kho, thiab "tus nqi tsov rog" yuav yooj yim.Nrog rau kev lag luam rov qab los, lub zog tshiab thiab kev xav tau tag nrho yuav tsum tau txhim kho ntxiv;txawv teb chaws txuas ntxiv kev txhawb nqa kev loj hlob ntxiv, thiab cov khoom muag yuav tsum nkag mus rau hauv lub xeev ntawm kev ua haujlwm ruaj khov.

Huaxi Securities tau hais tias nyob rau hauv cov nqe lus ntawm lub zog tshiab lub tsheb kev lag luam saw, nyob rau hauv lub sij hawm luv luv, lub destocking ntawm lub yav dhau los kev lag luam saw yog ib qho tseem ceeb tshaj + cov ntaub ntawv rov ntxiv yog pib + nyob rau hauv cov tsoos ncov lub caij nyob rau hauv lub thib ob ib nrab ntawm lub xyoo, tag nrho cov. kev sib txuas yuav tsum nkag mus rau theem ntawm kev nce cov zis.Nyob rau hauv nruab nrab thiab ntev lub sij hawm, raws li lub zog tsav tsheb ntawm domestic tshiab zog tsheb yog maj hloov los ntawm txoj cai sab mus rau sab kev ua lag luam, lub zog tshiab tsheb tau nkag mus rau ib theem ntawm kev nkag mus ceev;Kev siv hluav taws xob txawv teb chaws muaj kev txiav txim siab meej, thiab kev txhim kho ntawm lub ntiaj teb tshiab lub zog tsheb tau ua tiav resonance.

Tuam Tshoj Galaxy Securities Research Report tau hais tias lub sijhawm tsaus ntuj tshaj plaws tau dhau mus, qhov kev thov rau cov khoom siv hluav taws xob tshiab tau txhim kho, thiab cov khoom lag luam ntawm lithium roj teeb kev lag luam tau ua tiav.


Post lub sij hawm: Aug-25-2023