Thaum Lub Kaum Hli 11, cov ntaub ntawv tshiab tshaj tawm los ntawm South Kauslim lub koom haum tshawb fawb SNE Kev Tshawb Fawb tau pom tias lub peev xwm nruab ntawm lub tsheb hluav taws xob (EV, PHEV, HEV) cov roj teeb tau sau npe thoob ntiaj teb txij lub Ib Hlis mus txog Lub Yim Hli 2023 yog kwv yees li 429GWh, nce ntawm 48.9% tshaj qhov qub. lub sijhawm xyoo tas los.
Qhov qeb duas ntawm lub ntiaj teb fais fab roj teeb nruab muaj peev xwm txij lub Ib Hlis Ntuj txog Lub Yim Hli 2023
Saib ntawm 10 lub tuam txhab saum toj kawg nkaus hauv cov ntsiab lus ntawm lub ntiaj teb fais fab roj teeb ntim ntim txij lub Ib Hlis mus txog Lub Yim Hli, Suav tuam txhab lag luam tseem muaj rau lub rooj zaum, xws li CATL, BYD, Tuam Tshoj New Aviation, Everview Lithium Zog, Guoxuan Hi-Tech thiab Sunwanda, lub nroog loj. sib koom yog siab li 63.1%.
Tshwj xeeb, txij lub Ib Hlis mus txog Lub Yim Hli, Tuam Tshoj tus CATL tau nyob rau thawj zaug nrog kev sib koom ua lag luam ntawm 36.9%, thiab roj teeb ntim ntim tau nce 54.4% xyoo-rau-xyoo rau 158.3GWh;BYD lub roj teeb ntim ntim tau nce 87.1% xyoo-rau-xyoo rau 68.1GWh.Ua raws li kev sib koom ua lag luam ntawm 15.9%;Zhongxin's aviation roj teeb teeb tsa ntim tau nce 69% xyoo-rau-xyoo rau 20GWh, qeb thib rau nrog kev lag luam sib koom ntawm 4.7%;Yiwei lithium roj teeb ntsia lub tsheb ntim tau nce 142.8% xyoo-rau-xyoo% rau 9.2GWh, qeb thib 8 nrog kev lag luam sib koom ntawm 2.1%;Guoxuan Hi-Tech roj teeb installation ntim tau nce 7.7% xyoo-rau-xyoo rau 9.1GWh, qeb thib 9 nrog kev lag luam sib koom ntawm 2.1%;Xinwanda Roj teeb Lub tsheb ntim ntim tau nce 30.4% xyoo-rau-xyoo rau 6.2GWh, qeb thib 10 nrog kev lag luam sib koom ntawm 1.4%.Ntawm lawv, txij lub Ib Hlis mus txog Lub Yim Hli, tsuas yog lub ntim ntim ntawm Yiwei lithium roj teeb tau ua tiav peb-tus lej loj hlob xyoo-rau-xyoo.
Tsis tas li ntawd, txij lub Ib Hlis mus txog Lub Yim Hli, lub roj teeb ntim ntim ntawm peb lub tuam txhab Kaus Lim Kauslim tau pom tias muaj kev loj hlob, tab sis kev lag luam sib faib tau poob los ntawm 1.0 feem pua ntawm cov ntsiab lus ntawm tib lub sijhawm xyoo tas los mus rau 23.4%.LG Tshiab Zog nyob rau qib 3, nrog rau ib xyoos ib zaug nce ntawm 58.5%, thiab lub tsheb ntim tau nruab yog 60.9GWh, nrog rau kev lag luam sib faib ntawm 14.2%.SK On thiab Samsung SDI nyob 5th thiab 7th feem, nrog SK On nce 16.5% xyoo-rau-xyoo.Lub tsheb ntim ntim 21.7GWh, nrog rau kev lag luam sib faib ntawm 5.1%.Samsung SDI tau nce los ntawm 32.4% xyoo-rau-xyoo, nrog lub ntim ntim ntawm 17.6GWh, nrog rau kev lag luam sib faib ntawm 4.1%.
Raws li tib lub tuam txhab Nyij Pooj nkag mus rau kaum sab saum toj, Panasonic lub ntim tsheb ntim txij lub Ib Hlis mus txog Lub Yim Hli yog 30.6GWh, nce ntawm 37.3% nyob rau tib lub sijhawm xyoo tas los, thiab nws txoj kev lag luam sib koom yog 7.1%.
SNE Kev Tshawb Fawb tau txheeb xyuas tias qhov kev loj hlob ntawm kev muag tsheb hluav taws xob thoob ntiaj teb tau qeeb qeeb tsis ntev los no.Cov nqi tsheb tau raug suav hais tias yog qhov tseem ceeb hauv kev qeeb qeeb, nrog rau kev lag luam rau cov nqi hluav taws xob tsawg tau tshwm sim.Txhawm rau txo tus nqi ntawm cov roj teeb, uas suav nrog qhov feem ntau ntawm cov nqi hluav taws xob tsheb, ntau lub tuam txhab siv cov roj teeb lithium hlau phosphate uas muaj nqi ntau dua li cov roj teeb ternary.Nws tau nkag siab tias vim qhov kev thov rau lithium hlau phosphate roj teeb rau lub tsheb hluav taws xob nce, South Kauslim peb lub tuam txhab loj uas tau tsim cov roj teeb ua haujlwm siab ternary kuj tseem nthuav dav los tsim cov roj teeb hluav taws xob tsawg kawg.Raws li lub teb chaws nce kev lag luam teeb meem, xws li US Inflation Reduction Act (IRA), nws tau dhau los ua nyuaj rau cov tuam txhab suav nrog cov roj teeb lithium hlau phosphate muaj zog kom nkag mus rau hauv kev lag luam ncaj qha, thiab cov kev hloov pauv hauv kev lag luam tau nyiam ntau yam.Nyob rau tib lub sijhawm, South Kauslim peb lub tuam txhab loj tseem tab tom nrhiav cov tswv yim lithium hlau phosphate roj teeb.
Tsis tas li ntawd, hais txog kev lag luam hauv tsev, tib hnub (Lub Kaum Hli 11), raws li cov ntaub ntawv txhua hli rau lub zog thiab lub zog cia roj teeb nyob rau lub Cuaj Hli 2023 tso tawm los ntawm Tuam Tshoj Automotive Power Battery Industry Innovation Alliance, hais txog cov zis, hauv Cuaj hlis, kuv lub teb chaws tag nrho cov hwj chim thiab lub zog cia roj teeb Cov zis yog 77.4GWh, nce 5.6% lub hli-rau-hli thiab 37.4% xyoo-rau-xyoo.Ntawm lawv, cov roj teeb hluav taws xob tsim nyiaj rau kwv yees li 90.3%.
Txij Lub Ib Hlis Ntuj txog Lub Cuaj Hli, kuv lub teb chaws tag nrho cov khoom tsim tawm ntawm lub zog thiab lub zog cia roj teeb yog 533.7GWh, nrog cov khoom tsim tawm tau nce 44.9% xyoo-rau-xyoo.Ntawm lawv, cov roj teeb hluav taws xob ntau lawm suav txog kwv yees li 92.1%.
Nyob rau hauv cov nqe lus ntawm kev muag khoom, nyob rau lub Cuaj Hli Ntuj, kuv lub teb chaws tag nrho cov muag khoom ntawm lub hwj chim thiab lub zog cia roj teeb yog 71.6GWh, ib lub hlis-rau-lub hlis nce ntawm 10.1%.Ntawm lawv, kev muag khoom ntawm cov roj teeb hluav taws xob yog 60.1GWh, suav txog 84.0%, ib hlis ib hlis nce ntawm 9.2%, thiab ib xyoos ib zaug nce ntawm 29.3%;lub zog cia roj teeb muag yog 11.5GWh, suav txog 16.0%, ib hlis ib hlis nce ntawm 15.0%.
Txij Lub Ib Hlis Ntuj txog Lub Cuaj Hli, kuv lub teb chaws tag nrho kev muag khoom ntawm lub zog thiab lub zog cia roj teeb yog 482.6GWh.Ntawm lawv, kev muag khoom ntim ntawm cov roj teeb hluav taws xob yog 425.0GWh, suav txog 88.0%, nrog rau kev loj hlob txhua xyoo ntawm 15.7%;qhov muag ntim ntawm lub zog cia roj teeb yog 57.6GWh, suav txog 12.0%.
Hais txog kev xa tawm, thaum lub Cuaj Hlis, kuv lub teb chaws tag nrho cov khoom xa tawm ntawm lub zog thiab lub zog cia roj teeb yog 13.3GWh.Ntawm lawv, kev muag khoom ntawm cov roj teeb hluav taws xob yog 11.0GWh, suav txog 82.9%, ib hlis ib hlis nce ntawm 3.8%, thiab ib xyoos ib zaug nce ntawm 50.5%.Kev muag khoom ntawm lub zog cia roj teeb yog 2.3GWh, suav txog 17.1%, ib hlis-rau-lub hlis nce ntawm 23.3%.
Txij Lub Ib Hlis Ntuj txog Lub Cuaj Hli, kuv lub teb chaws tag nrho cov khoom xa tawm ntawm lub zog thiab lub zog cia roj teeb tau mus txog 101.2GWh.Ntawm lawv, cov khoom lag luam xa tawm ntawm cov roj teeb hluav taws xob yog 89.8GWh, suav txog 88.7%, nrog rau kev nce xyoo ntawm 120.4%;Cov khoom lag luam xa tawm ntawm lub zog cia roj teeb yog 11.4GWh, suav txog 11.3%.
Nyob rau hauv cov nqe lus ntawm lub tsheb installation ntim, nyob rau hauv lub Cuaj Hli Ntuj, kuv lub teb chaws lub hwj chim roj teeb ntsia lub tsheb ntim yog 36.4GWh, ib xyoo-rau-xyoo nce ntawm 15.1% thiab ib hlis-rau-hli nce ntawm 4.4%.Ntawm lawv, lub ntim ntim ntawm ternary roj teeb yog 12.2GWh, suav txog 33.6% ntawm tag nrho cov ntim ntim, ib xyoo-rau-xyoo nce ntawm 9.1%, thiab ib hlis-rau-hli nce ntawm 13.2%;Lub ntim ntim ntawm lithium hlau phosphate roj teeb yog 24.2GWh, suav txog 66.4% ntawm tag nrho cov ntim ntim, ib xyoo-rau-xyoo nce ntawm 18.6%, thiab ib hlis-rau-hli nce ntawm 18.6%.Kev nce ntawm 0.6%.
Txij Lub Ib Hlis Ntuj mus rau Lub Cuaj Hli, qhov sib sau ua ke ntawm cov roj teeb hluav taws xob hauv kuv lub teb chaws yog 255.7GWh, ib xyoos ib zaug nce ntawm 32.0%.Ntawm lawv, qhov sib sau ntim ntim ntawm cov roj teeb ternary yog 81.6GWh, suav txog 31.9% ntawm tag nrho cov ntim ntim, nrog rau kev loj hlob txhua xyoo ntawm 5.7%;cov khoom ntim ntim ntawm lithium hlau phosphate roj teeb yog 173.8GWh, suav txog 68.0% ntawm tag nrho cov ntim ntim, nrog rau kev loj hlob ntawm ib xyoos ib zaug ntawm 49.4%.
Thaum lub Cuaj Hlis, tag nrho ntawm 33 lub tuam txhab roj teeb hluav taws xob hauv kuv lub teb chaws lub zog tshiab tsheb lag luam tau ua tiav kev txhawb nqa tsheb, 3 tsawg dua tib lub sijhawm xyoo tas los.Lub hwj chim roj teeb nruab muaj peev xwm ntawm sab saum toj 3, sab saum toj 5, thiab sab saum toj 10 lub tuam txhab fais fab roj teeb yog 27.8GWh, 31.2GWh, thiab 35.5GWh feem, accounting rau 76.5%, 85.6%, thiab 97.5% ntawm tag nrho cov ntsia muaj peev xwm feem.
Sab saum toj 15 domestic fais fab roj teeb tuam txhab uas muag nyob rau hauv cov nqe lus ntawm lub tsheb installation ntim nyob rau hauv lub Cuaj Hli Ntuj
Thaum lub Cuaj Hlis, kaum tsib lub tuam txhab hluav taws xob hauv tsev hluav taws xob nyob rau hauv cov nqe lus ntawm lub tsheb ntim tau yog: CATL (14.35GWh, suav txog 39.41%), BYD (9.83GWh, suav txog 27%), Tuam Tshoj New Aviation (3.66GWh, suav txog 10.06). %) %), Yiwei Lithium Energy (1.84GWh, accounting rau 5.06%), Guoxuan Hi-Tech (1.47GWh, accounting rau 4.04%), LG Tshiab Zog (1.28GWh, accounting rau 3.52%), Honeycomb Zog (0.99GWh , accounting rau 3.52%) accounted rau 2.73%), Xinwangda (0.89GWh, accounted rau 2.43%), Zhengli Tshiab Zog (0.68GWh, accounted rau 1.87%), Funeng Technology (0.49GWh, accounted rau 1.35%), Ruipu Lan (0.39GWh, accounting rau 1.07%), polyfluoropolymer (0.26GWh, accounting rau 0.71%), Henan Lithium Dynamics (0.06GWh, accounting rau 0.18%), SK (0.04GWh, accounting rau 0.1%), Gateway (0.1%) 0.03GWh, suav txog 0.09%).
Txij Lub Ib Hlis mus txog Lub Cuaj Hli, tag nrho ntawm 49 lub tuam txhab roj teeb hluav taws xob hauv kuv lub teb chaws lub zog tshiab tsheb lag luam tau ua tiav kev txhawb nqa tsheb, ib qho ntau dua li tib lub sijhawm xyoo tas los.Lub hwj chim roj teeb tau nruab ntim ntawm sab saum toj 3, sab saum toj 5, thiab sab saum toj 10 lub tuam txhab fais fab roj teeb tau raws li 206.1GWh, 227.1GWh thiab 249.2GWh, suav txog 80.6%, 88.8% thiab 97.5% ntawm tag nrho cov peev txheej nruab.
Sab saum toj 15 lub tuam txhab roj teeb hluav taws xob hauv tsev nyob rau hauv cov nqe lus ntawm kev teeb tsa lub tsheb txij lub Ib Hlis mus txog Lub Cuaj Hli
Txij thaum Lub Ib Hlis Ntuj mus rau Lub Cuaj Hli, cov tuam txhab lag luam sab saum toj 15 lub tuam txhab hluav taws xob hauv tsev nyob rau hauv cov nqe lus ntawm lub tsheb ntim yog: CATL (109.3GWh, accounting rau 42.75%), BYD (74GWh, accounting rau 28.94%), Tuam Tshoj Tshiab Aviation (22.81GWh, accounting rau 22.81GWh, accounting rau 28.94%) 8.92%), Yiwei Lithium Zog (11GWh, accounting rau 4.3%), Guoxuan Hi-Tech (10.02GWh, accounting rau 3.92%), Sunwoda (5.83GWh, accounting rau LG, 2.28%) Tshiab Zog (5.26GWh, Accounting rau 2.06%), Honeycomb Zog (4.41GWh, accounting rau 1.73%), Funeng Technology (3.33GWh, accounting rau 1.3%), Zhengli Tshiab Zog (3.22GWh, accounting rau 1.26%), Ruipu Lanjun (2.43GWh, accounting rau 0.95%), Polyfluorocarbon (1.17GWh, accounting rau 0.46%), Gateway Power (0.82GWh, accounting rau 0.32%), Lishen (0.27GWh, accounting rau 0.11%), SK (0,23 GWh, accounting rau 0.11%) accounting rau 0.09%).
Post lub sij hawm: Oct-12-2023