I kēia mau lā, ua hoʻopuka ʻo CINNO Research i ka ʻikepili hou loa.Mai Ianuali a Iune 2023, ua loaʻa i ka 5.2 trillion yuan ka hoʻopukapuka pāhana ikehu hou o Kina (me Taiwan), a ua lilo ka ʻoihana ikehu hou i wahi waiwai nui no nā ʻoihana ʻenehana hou.
Mai ka hiʻohiʻona o ke kapikala kūloko, mai Ianuali a Iune 2023, hoʻopukapuka kālā ma Kina (me Taiwan) ka 'oihana ikehu hou i ka makani mana photovoltaics, me ka nui o ma kahi o 2.5 trillion yuan, helu no ma kahi o 46.9%;ʻO ka nui o ka hoʻokomoʻana i nā pākahi lithium He 1.2 trillion yuan ka nui, e pili ana i ka 22.6%;ʻo ka huina kālā o ka mālama ʻana i ka ikehu he 950 biliona yuan, e pili ana i ka 18.1%;ʻo ka huina kālā o ka ikehu hydrogen ʻoi aku ma mua o 490 biliona yuan, ʻoi aku ka nui o 9.5%.
Mai ka hiʻohiʻona o nā hui waiwai nui ʻekolu, nā photovoltaics mana makani, nā pā lithium a me ka mālama ʻana i ka ikehu ʻekolu mau mea waiwai nui i ka ʻoihana ikehu hou.Mai Ianuali a Iune 2023, kahe nui nā kālā hoʻopukapuka photovoltaic ma Kina (me Taiwan) i nā cell photovoltaic, ʻoiai ke kahe nui nei nā kālā hoʻopukapuka uila i nā papahana hana makani;ʻO nā kālā hoʻokomo pākaukau lithium e kahe nui i nā modula pākahi lithium a me PACK;ʻO nā kālā hoʻopukapuka hoʻopaʻa ikehu e kahe nui ana i ka waihona pume hiki.
Mai ka hiʻohiʻona o ka māhele ʻāina, ʻo nā kālā hoʻopukapuka i ka ʻoihana ikehu hou e māhele nui ʻia ma Inner Mongolia, Xinjiang a me Jiangsu, a ʻo ka hapa nui o nā ʻāina ʻekolu ma kahi o 37.7%.Ma waena o lākou, ua pōmaikaʻi ʻo Xinjiang a me Inner Mongolia i ke kūkulu ʻana i nā kumu makani-solar a me nā papahana kumu ikehu, a loaʻa kahi waihona nui o ka photovoltaic i hoʻokomo ʻia, a hoʻohālikelike ʻia me ka puʻunaue ʻana, ua hoʻonohonoho nui ʻia lākou.
Wahi a ka ʻikepili hou loa i hoʻokuʻu ʻia e ke keʻena noiʻi ʻo South Korea ʻo SNE Research, i ka hapa mua o 2023, ʻo 304.3GWh ka hoʻokomo ʻana o ka pā uila mana hou i hoʻopaʻa inoa ʻia, he 50.1% ka piʻi ʻana o ka makahiki ma ka makahiki.
I ka hoʻoholo ʻana mai nā hui TOP10 me ka hoʻokomo ʻana i nā pā uila mana honua i ka hapa mua o ka makahiki, noho mau nā hui Kina i ʻeono mau noho, ʻo ia hoʻi ʻo Ningde Times, BYD, China Innovation Aviation, EVE Lithium Energy, Guoxuan Hi-Tech a me Sunwoda, me kahi mākeke holoʻokoʻa. mahele a hiki i ka 62.6%.
ʻO ka mea kikoʻī, i ka hapa mua o ka makahiki, ʻo Ningde Times o Kina ka mea mua me ka māhele mākeke o 36.8%, a ua hoʻonui ʻia ka nui o ka hoʻouka ʻana i ka pākaukau e 56.2% makahiki-ma-makahiki i 112GWh;Ua hahai pono ka mahele makeke mahope;Ua hoʻonui ʻia ka nui o ka hoʻokomo ʻana i ka pākaukau o Zhongxinhang e 58.8% i kēlā me kēia makahiki a hiki i 13GWh, ke kūlana ʻeono me ka māhele mākeke o 4.3%;Ua hoʻonui ʻia ka nui o ka hoʻokomo ʻana i ka pā uila lithium EVE e 151.7% i kēlā me kēia makahiki i ka 6.6GWh, ka helu 8 me ka māhele mākeke o 2.2%;Ua hoʻonui ʻia ka nui o ka hoʻokomo ʻana i nā pākaukau o Guoxuan Hi-Tech e 17.8% i kēlā me kēia makahiki i ka 6.5GWh, ka helu 9 me ka māhele mākeke o 2.1%;ʻO ka nui o ka hoʻokomo ʻana i ka pākaukau o Sunwoda i kēlā me kēia makahiki Ua hoʻonui ʻia e 44.9% i 4.6GWh, ka helu 10th me ka māhele mākeke o 1.5%.Ma waena o lākou, i ka hapa mua o ka makahiki, ua loaʻa i ka nui o ka mana o BYD a me Yiwei lithium-energy pākahi i hoʻonui ʻia i ka ulu ʻekolu makahiki.
Ua ʻike ka ʻuena uila ma ke ʻano o ka māhele mākeke, ma waena o nā 10 kiʻekiʻe o ka mana o ka mana o ka honua i ka hapa mua o ka makahiki, ʻo ka māhele mākeke o nā hui Kina ʻehā CATL, BYD, Zhongxinhang, a me Yiwei Lithium Energy i loaʻa i kēlā me kēia makahiki. ulu ana.Ua hōʻole ʻo Sunwoda.Ma waena o nā hui Kepanī a me Korea, ua palahalaha ka māhele mākeke o LG New Energy i ka manawa like i ka makahiki i hala, ʻoiai ʻo Panasonic, SK on, a me Samsung SDI i ʻike i ka emi ʻana o ka mākeke ma ka hapa mua o ka makahiki.
Eia kekahi, ua hoʻolaha ka Ministry of Industry and Information Technology i ka hana ʻana o ka ʻoihana pākaukau lithium-ion i ka hapa mua o 2023, e hōʻike ana i ka hapa mua o 2023, e hoʻomau ka ulu ʻana o ka ʻoihana pākaukau lithium-ion o koʻu ʻāina.Wahi a ka ʻoihana hoʻolaha maʻamau o ka ʻike ʻoihana a me ka helu ʻana i ka hui ʻoihana, ʻoi aku ka nui o ka hana ʻana o ka pā uila lithium i ka hapa mua o ka makahiki ma mua o 400GWh, kahi piʻi o ka 43% o ka makahiki-ma-makahiki, a me ka loaʻa kālā o ka ʻoihana pākaukau lithium ma ka ʻO ka hapa mua o ka makahiki i hiki i ka 600 billion yuan.
Ma ke ʻano o nā ʻāpana lithium, ʻoi aku ka nui o ka hoʻokuʻu ʻana o nā pihi mālama ikehu i ka hapa mua o ka makahiki ma mua o 75GWh, a ʻo ka mana hoʻokomo o nā pihi mana no nā kaʻa ikehu hou ma kahi o 152GWh.Ua hoʻonui ʻia ka waiwai kūʻai aku o nā huahana pākaukau lithium e 69% i kēlā me kēia makahiki.
I ka hapa mua o ka makahiki, ʻo ka hoʻopuka ʻana o nā mea cathode, nā mea anode, nā mea hoʻokaʻawale, a me nā electrolytes ma kahi o 1 miliona tons, 670,000 tons, 6.8 billion square meters, a me 440,000 tons.
I ka hapa mua o ka makahiki, ua hiki ka puka o ka lithium carbonate a me ka lithium hydroxide i 205,000 tons a me 140,000 tons i kēlā me kēia, a me nā kumukūʻai maʻamau o ka lithium carbonate a me ka lithium hydroxide (maikaʻi pauka maikaʻi) i ka hapa mua o ka makahiki. ʻo ka makahiki he 332,000 yuan/ton a me 364,000 yuan/ton.Tona.
Ma ke ʻano o nā hoʻouna electrolyte, ʻo ka "White Paper on the Development of China's Lithium-ion Battery Electrolyte Industry (2023)" i hoʻokuʻu ʻia e nā hui noiʻi EVTank, Evie Economic Research Institute a me China Battery Industry Research Institute e hōʻike ana i ka hapa mua o ka makahiki. , China's lithium-ion battery electrolyte shipments He 504,000 tons ka nui, a he 24.19 billion yuan ka nui o ka mākeke.Ua wānana ʻo EVTank e hōʻea ana nā moku electrolyte o Kina i 1.169 miliona tons i 2023.
Ma nā ʻōlelo o nā pākaʻi sodium-ion, i ka hapa mua o ka makahiki, ua loaʻa i nā pānaʻi sodium-ion nā hopena i ka noiʻi a me ka hoʻomohala ʻana i ka huahana, ka hana ʻana i ka mana hana, ka mahi ʻana i nā kaulahao ʻoihana, ka hōʻoia ʻana o ka mea kūʻai aku, ka hoʻomaikaʻi ʻana i ka helu hua, a me ka hoʻolaha ʻana i ka hōʻike. nā papahana.Wahi a ka ʻikepili mai ka "White Paper on the Development of China's Sodium-ion Battery Industry (2023)" i hoʻokuʻu ʻia e nā hui noiʻi EVTank, Evie Economic Research Institute a me China Battery Industry Research Institute, ma ka hopena o Iune 2023, ka mana hana hoʻolaʻa. ʻO nā pāpaʻi sodium-ion i hoʻokomo ʻia i ka hana ma ka ʻāina a hiki i 10GWh, kahi hoʻonui o 8GWh i hoʻohālikelike ʻia i ka hopena o 2022.
Wahi a ka ʻikepili mai ka National Energy Administration, i ka hapa mua o ka makahiki, ʻo ka mana i hoʻokomo ʻia i hana hou ʻia ma kahi o 8.63 miliona kW / 17.72 miliona kWh, e like me ka nui o ka mana i kau ʻia i nā makahiki i hala.Mai ka hiʻohiʻona o ka pālākiō hoʻopukapuka, e pili ana i nā kumukūʻai mākeke o kēia manawa, ʻo ka mea hou i hoʻokomo ʻia i ka hana o ka mālama ʻana i ka ikehu hou e alakaʻi i ka hoʻopukapuka pololei ʻana ma mua o 30 biliona yuan.Ma ka hopena o Iune 2023, ʻoi aku ka nui o ka nui o ka nui o nā hana mālama ikehu hou i kūkulu ʻia a hoʻokomo ʻia i loko o ka ʻāina ma mua o 17.33 miliona kW / 35.8 miliona kWh, a ʻo ka awelika o ka mālama ʻana i ka ikehu he 2.1 mau hola.
Wahi a ka ʻikepili mai ka Traffic Management Bureau o ka Ministry of Public Security, i ka hopena o Iune 2023, ʻo ka nui o nā kaʻa ikaika hou i ka ʻāina i hiki i 16.2 miliona, ʻo ia ka 4.9% o ka nui o nā kaʻa.I ka hapa mua o ka makahiki, 3.128 miliona mau kaʻa ikehu hou i hoʻopaʻa inoa hou ʻia ma ka ʻāina holoʻokoʻa, he piʻi makahiki o ka makahiki he 41.6%, he moʻolelo kiʻekiʻe.
Wahi a ka ʻikepili hou loa mai ka China Association of Automobile Manufacturers, i ka hapa mua o ka makahiki, ʻo ka hana ʻana a me ke kūʻai ʻana o nā kaʻa ikehu hou i koʻu ʻāina he 3.788 miliona a me 3.747 miliona, he piʻi o 42.4% a me 44.1% makahiki. -ma ka makahiki, a hiki i ka māhele makeke i 28,3%;ʻO ka hoʻonui ʻana o nā ʻuala uila he 293.6GWh, ʻo ka ulu ʻana o ka makahiki ma ka makahiki he 36.8%;ʻO ke kūʻai aku ʻana o nā pihi mana i ka 256.5GWh, kahi hoʻonui ʻia o ka makahiki-ma-makahiki o 17.5%;ʻO 152.1GWh ka hiki ke hoʻokomo ʻia o nā pihi mana, he 38.1% ka piʻi ʻana o ka makahiki ma ka makahiki;Ua hoʻonui ʻia ka hoʻouka ʻana i nā ʻoihana e 1.442 miliona mau ʻāpana.
Wahi a ka ʻikepili mai ka State Administration of Taxation, i ka hapa mua o ka makahiki, ʻo ka kaʻa kaʻa kaʻa hou a me ka hoʻēmi ʻauhau moku a me ka hoʻokuʻu ʻana i hōʻea i 860 miliona yuan, hoʻonui makahiki-ma-makahiki o 41.2%;ʻO ka hoʻokuʻu ʻauhau kūʻai kaʻa hou i hiki i 49.17 biliona yuan, kahi hoʻonui makahiki-ma-makahiki o 44.1%.
Ma ke ʻano o ka hoʻomanaʻo ʻana, hōʻike ʻia nā ʻikepili mai ka State Administration for Market Regulation i ka hapa mua o kēia makahiki, ma ke ʻano o ka hoʻomanaʻo ʻana o nā kaʻa kūloko, ua hoʻokō ʻia he 80 mau hoʻomanaʻo, e pili ana i 2.4746 miliona mau kaʻa.Ma waena o lākou, mai ka manaʻo o nā kaʻa ikehu hou, ua hoʻokō nā mea hana kaʻa 19 i ka huina o 29 hoʻomanaʻo, e pili ana i 1.4265 miliona mau kaʻa, ua ʻoi aku ka nui o ka helu o nā kaʻa kaʻa hou i ka makahiki i hala.I ka hapa mua o kēia makahiki, ʻo ka huina o ka hoʻomanaʻo ʻana o nā kaʻa kaʻa hou he 58% o ka huina o nā hoʻomanaʻo i ka hapa mua o ka makahiki, ʻoi aku ka nui o 60%.
Ma keʻano o ka hoʻokuʻuʻana aku, hōʻike kaʻikepili mai ka Hui Kina o nā mea hana kaʻa kaʻa i ka hapa mua o ka makahiki, ua hoʻokuʻu aku koʻu'āina i nā kaʻa ikehu hou 534,000, he hoʻonui makahiki i ka makahiki he 1.6 manawa;Ua hoʻokuʻu aku nā hui ʻoihana uila i 56.7GWh o nā pihi a me 6.3GWh o nā ʻeke hoʻopaʻa ikehu.
Wahi a ka ʻikepili mai ka General Administration of Customs, i ka hapa mua o ka makahiki, ua hoʻonui ʻia ka nui o ka lawe ʻana aku i nā huahana "ʻekolu hou" o koʻu ʻāina, ʻo ia hoʻi, nā kaʻa kaʻa kaʻa uila, nā pā lithium, a me nā cell solar, hoʻonui ʻia e 61,6%, e hoʻokele ana. ka ulu ʻana o ka hoʻokuʻu ʻana ma ka 1.8 pakeneka, a he nui ka manawa o ka ʻoihana ʻōmaʻomaʻo.
Eia kekahi, ua helu pū ka ʻuena uila (mybattery) i ka hoʻopukapuka kālā a me ka hoʻonui ʻana i ke kaulahao o ka ʻoihana pākaukau kūloko i ka hapa mua o ka makahiki, nā hui ʻana a me ka loaʻa ʻana, ka hoʻokumu ʻana i ke kumu, ka hana hoʻokolokolo, a me ke kau inoa ʻana.Wahi a ka ʻikepili, e like me ka ʻikepili piha ʻole o ka ʻoihana pākaukau, i ka hapa mua o ka makahiki, ua hoʻokomo ʻia ka huina o 223 mau papahana hoʻonui kālā i loko o nā helu helu, kahi i hoʻolaha ai ʻo 182 i ka nui o ka hoʻopukapuka kālā, me ka huina kālā o nā mea hou aku. ma mua o 937.7 biliona yuan.Ma keʻano o ka huiʻana a me ka loaʻaʻana, i ka hapa mua o ka makahiki, me ka weheʻole i ka hopena o ka hoʻopauʻiaʻana o ke kālepa, uaʻoi aku ma mua o 33 mau hihia e pili ana i ka hui a me ka loaʻaʻana i ka pāhana pākaukau lithium, kahi i hoʻolaha aiʻo 26 i ka nui o ke kālepa, me ka huina. ka nui ma kahi o 17.5 biliona yuan.I ka hapa mua o ka makahiki, aia he 125 mau papahana hoʻokumu kumu, 113 o ka mea i hoʻolaha i ka huina kālā, me ka huina kālā o ka ʻoi aku ma mua o 521.891 biliona yuan, a me ka awelika o ka hoʻopukapuka kālā he 4.619 biliona yuan;62 ho'āʻo hana a me commissioning papahana, 45 hai mai la i ka hoʻokomo kālā, ka huina Ma luna o 157.928 ieeeea?Ma ke ʻano o ka hoʻopaʻa inoa ʻana, i ka hapa mua o ka makahiki, ua loaʻa i nā hui kaulahao ʻoihana ʻenehana he 58 ka nui o nā kauoha ma ka home a ma waho, ʻo ka nui no nā pā lithium, nā ʻōnaehana mālama ʻana i ka ikehu a me nā kauoha maka.
Ma ke ʻano o ka hana, e like me nā ʻikepili o ka ʻoihana pākaukau, ua hōʻike ʻia nā ʻoihana i loko o ka pākaukau ʻoihana ʻenehana hou i ka ʻike wānana hana no ka hapa mua o ka makahiki, e hōʻike ana i ka hapa mua o ka makahiki, ka hana o ua emi loa ke kaulahao oihana ikehu hou a pau, a ua pau ka ulu ikaika.Hōʻike nui ʻia nā hiʻohiʻona i ka hale hana pākaukau: hui pū ʻia nā hauʻoli a me ke kaumaha!Ke emi nei ka ulu o ka noi nāwaliwali;ʻoihana mining: luʻu hana!ʻO ka nui a me ke kumu kūʻai pepehi pālua + i ka hapalua o ka loaʻa kālā;mea hoʻolako mea: hana hekili!ʻO nā poho nuiʻelua ma ka lithium iron phosphate;hale hana lako: pālua ka ulu ʻana i kēlā me kēia makahiki!Loaʻa i ka hapa mua o ka makahiki ma ke ʻano he haumāna kiʻekiʻe o ka ʻoihana.Ma ke ʻano holoʻokoʻa, aia nō nā pilikia ma hope o nā manawa kūpono i ke kaulahao ʻoihana ikehu hou.Pehea e loaʻa ai kahi paʻa paʻa i loko o ke kaiapuni mākeke paʻakikī a me ke kaʻina hana o ka ulu ʻana i ka haunaele e hoʻoholo ʻia.
I kekahi mau lā i hala aku nei, ua ʻōlelo ka Passenger Federation e hoʻolauna ʻia ka nui o nā huahana hoʻokūkū hou i ka mākeke ikehu hou i ka hapa lua o ka makahiki, i manaʻo ʻia e lawe mai i ka ulu ʻana i ka mākeke ikehu hou i ka hapa lua o ka makahiki. makahiki a kākoʻo i ke kūʻai makeke holoʻokoʻa.
Wahi a ka ʻAhahui Paʻa, ʻo ke kūʻai aku ʻana o nā kaʻa kaʻa ma ke ʻano haiki i Iulai i manaʻo ʻia he 1.73 miliona mau ʻāpana, hoʻokahi mahina ma ka mahina -8.6% a me ka makahiki-ma-makahiki -4.8%, nona ka ikehu hou. kūʻai ma kahi o 620,000 mau ʻāpana, he mahina-ma-mahina -6,8%, hoʻonui makahiki-ma-makahiki o 27,5%, a me ka helu komo ma kahi o 35,8%.
Ma ka hoʻoholoʻana mai kaʻikepili Iulai i hoʻokuʻuʻia e nā mana ikehu hou i ka hoʻomakaʻana oʻAukake, e pili ana i nā pūʻali hana kaʻa hou, i ka mahinaʻo Iulai, uaʻoi aku ka nui o ka hāʻawiʻana iʻelima mau kaʻa kaʻa hou ma mua o 10,000 mau kaʻa.ʻOi aku ma mua o pālua;Hāʻawi ʻo Weilai Automobile ma mua o 20,000 mau kaʻa, kahi moʻolelo kiʻekiʻe;Hāʻawi ʻo Leap Motors i 14,335 mau kaʻa;Ua hāʻawi aku ʻo Xiaopeng Motors i nā kaʻa he 11,008, a hiki i kahi milestone hou o 10,000 mau kaʻa;Hāʻawi ʻo Nezha Motors i nā kaʻa hou Ma luna o 10,000 mau kaʻa;Hāʻawi ʻo Skyworth Automobile i 3,452 mau kaʻa hou, kūʻai aku ma mua o 3,000 mau kaʻa no ʻelua mau mahina.
I ka manawa like, ke wikiwiki nei nā ʻoihana kaʻa kuʻuna i kā lākou apo ʻana i ka ikehu hou.I Iulai, kūʻai aku ʻo SAIC Motor i nā kaʻa ikaika hou 91,000 i Iulai, e hoʻomau ana i ka ulu maikaʻi o ka mahina mai Ianuali a paʻi i kahi kiʻekiʻe hou no ka makahiki;He 45,000 mau ʻāpana i kēlā me kēia mahina;ʻO ke kūʻai aku ʻana o Geely Automobile i nā kaʻa ikehu hou i hōʻea i 41,014 mau ʻāpana, kahi kiʻekiʻe hou no ka makahiki, he piʻi ma mua o 28% makahiki-ma-makahiki;ʻO ke kūʻai aku ʻana o Changan Automobile i nā kaʻa ikehu hou i Iulai he 39,500 mau ʻāpana, he piʻi makahiki o ka makahiki he 62.8%;ʻO ke kūʻai aku ʻana o Great Wall Motors i nā kaʻa kaʻa kaʻa hou he 28,896 kaʻa, kahi piʻi o ka makahiki he 163%;he 6,934 ka nui kuai o na kaa ikehu hou o Celes;Hāʻawi ʻo Dongfeng Lantu Automobile i 3,412 mau kaʻa hou…
Ua kuhikuhi ʻo Changjiang Securities i ka hoʻomohala ʻana o nā kaʻa ikaika hou i ka hapa lua o ka makahiki e manaʻo ʻia e ʻoi aku ma mua o nā mea i manaʻo ʻia.Mai ka hiʻohiʻona o ka hana terminal, ke piʻi mau nei ka noi o kēia manawa, aia ka pae waiwai i kahi kūlana olakino, a paʻa ke kumukūʻai.I ka wā pōkole, e hoʻomaikaʻi nā kulekele a me nā palena mākeke, a e maʻalahi ka "kaua kumukūʻai".Me ka hoʻihoʻi ʻana i ka hoʻokele waiwai, manaʻo ʻia e hoʻomaikaʻi hou ka ikehu hou a me ka nui o ka noi;Ke hoʻomau nei ka hoʻonui ʻia ʻana o ka hāʻawi kālā ma nā ʻāina ʻē, a manaʻo ʻia e komo ka waihona i kahi kūlana paʻa.
Ua ʻōlelo ʻo Huaxi Securities e pili ana i ke kaulahao ʻoihana kaʻa kaʻa hou, i ka wā pōkole, ua pau ka destocking o ke kaulahao ʻoihana mua + ua hoʻomaka ʻia ka hoʻopiha hou ʻana o ka waihona + i ka wā kiʻekiʻe maʻamau i ka hapa lua o ka makahiki, nā mea āpau. manaʻo ʻia nā loulou e komo i ka pae o ka hoʻonui ʻana i nā huahana.I ka manawa waena a me ka lōʻihi, e like me ka neʻe ʻana o ka mana hoʻokele o nā kaʻa ikehu hou o ka home mai ka ʻaoʻao kulekele i ka ʻaoʻao mākeke, ua komo nā kaʻa ikehu hou i kahi pae o ke komo wikiwiki ʻana;ʻO ka electrification o nā ʻāina ʻē he manaʻo maopopo, a ua hoʻokō ka hoʻomohala ʻana i nā kaʻa ikehu hou honua.
Ua ʻōlelo ʻo China Galaxy Securities Research Report ua hala ka hola pōʻeleʻele loa, ua hoʻomaikaʻi ka noi no nā ʻoihana ikehu hou, a ua hoʻopau ʻia ka destocking o ke kaulahao ʻoihana pākaukau lithium.
Ka manawa hoʻouna: ʻAukake-25-2023