Ua hoʻolaha ʻo CATL ma hope o ka pau ʻana o ka mākeke e hoʻolālā ana ka hui e hoʻopukapuka i ka Hungarian Era hou i ka ʻoihana pāhana pāhana uila ma Debrecen, Hungary, me ka huina kālā ʻaʻole ʻoi aku ma mua o 7.34 biliona euros (e like me RMB 50.9 biliona).ʻO ka ʻike kūkulu ʻia he 100GWh power battery system production line.ʻAʻole ʻoi aku ka nui o ka manawa hana ma mua o 64 mau mahina, a e kūkulu ʻia ka hale hana mua ma 2022 ma hope o ka loaʻa ʻana o nā ʻae kūpono.
No ka koho ʻana o CATL (300750) e kūkulu i hale ʻoihana ma Hungary, ua haʻi aku ka mea pili i ka hui i nā mea hoʻolaha mai ka Associated Press i ka ʻoihana kūloko he mau mea kākoʻo maikaʻi a kūpono hoʻi no ke kūʻai ʻana i nā mea waiwai.Aia nō ia ma ka puʻuwai o ʻEulopa a ua hōʻiliʻili i ka nui o nā hui kaʻa, kahi kūpono no CATL i ka manawa kūpono.E pane i nā pono o ka mea kūʻai aku.ʻO ke kaiapuni maikaʻi o ke kūlanakauhale ua hāʻawi pū i ke kōkua hoʻomohala nui no ka hoʻopukapuka ʻana o CATL a me ke kūkulu ʻana i nā hale hana ma Hungary.
Wahi a ka lono hou loa mai ka CATL WeChat moʻokāki lehulehu, aia ka waihona ʻoihana ma ka ʻaoʻao hema o Debrecen, kahi kūlanakauhale ma ka hikina Hungary, e uhi ana i kahi ʻāpana o 221 mau ʻeka.Kokoke ia i nā OEM o Mercedes-Benz, BMW, Stellantis, Volkswagen a me nā mea kūʻai aku.E hana ia i nā kaʻa no ʻEulopa.Hoʻokumu nā mea hana i nā ʻāpana pākaukau a me nā huahana module.Eia hou, ʻo Mercedes-Benz ka mea kūʻai mua a nui loa o ka mea kanu i kona hiki ke hana mua.
ʻO kēia ka lua o ka hale hana i kūkulu ʻia e CATL ma ʻEulopa ma hope o ka hale hana ma Kelemānia.Ua hoʻomaopopo ʻia ʻo Ningde Times i kēia manawa he ʻumi kumu hana nui ma ka honua, a hoʻokahi wale nō ma waho o Thuringia, Kelemānia.Hoʻomaka ka hale hana i ke kūkulu ʻana ma ʻOkakopa 18, 2019, me ka mana hana i hoʻolālā ʻia o 14GWh.Ua loaʻa iā ia kahi laikini hana pākaukau 8GWH.I kēia manawa, aia ia i ka pae hoʻonohonoho pono a ʻo ka pūʻulu mua o nā pihi e ʻōwili i ka laina hana ma mua o ka hopena o 2022.
Wahi a ka ʻikepili o kēlā me kēia mahina i hoʻokuʻu ʻia e ka China Automotive Power Battery Industry Innovation Alliance ma ʻAukake 11, ʻo ka nui o ka mana i hoʻokomo ʻia i loko o ka hale i hiki i 24.2GWh i Iulai, kahi hoʻonui makahiki o 114.2%.Ma waena o lākou, ua paʻa ka CATL ma waena o nā ʻoihana ʻenehana mana kūloko e pili ana i ka nui o nā kaʻa i hoʻokomo ʻia, me ka nui o nā kaʻa i hoʻokomo ʻia a hiki i 63.91GWh mai Ianuali a Iulai, me kahi mākeke o 47.59%.Ua helu ʻo BYD i ka lua me ka māhele mākeke o 22.25%.
Wahi a nā helu helu mai ka Advanced Industrial Research Institute (GGII), manaʻo ʻia ka hana ʻana o nā kaʻa kaʻa hou i ka 6 miliona mau ʻāpana i ka makahiki 2022, kahi e hoʻokuʻu ai i ka mana o nā pahu uila ma mua o 450GWh;ʻOi aku ka nui o ka 8.5 miliona mau ʻāpana i ka honua holoʻokoʻa, ka mea e hoʻokele ai i nā moku uila.Me ka koi ʻoi aku ma mua o 650GWh, ʻo Kina nō ka mākeke pā uila mana nui loa o ka honua;Manaʻo ʻo GGII e hiki i ka 1,550GWh i ka 2025 a hiki i 3,000GWh i ka makahiki 2030.
Wahi a kahi hōʻike noiʻi e Yingda Securities ma Iune 24, ua hoʻonoho ʻo CATL i 10 mau kumu hana ma ka honua a he hui pū me nā hui kaʻa e hana i kahi mana hana i hoʻolālā ʻia ma mua o 670GWh.Me ka waihona ʻo Guizhou, ke kahua ʻo Xiamen a me nā mea ʻē aʻe e hoʻomaka ana i ke kūkulu ʻana i kekahi ma hope o kekahi, ua manaʻo ʻia e ʻoi aku ka nui o ka hana ma mua o 400Gwh ma ka hopena o 2022, a ʻoi aku ka nui o ka hoʻouna ʻana i ka makahiki ma mua o 300GWh.
Ma muli o ka wānana o ka koi pākaukau lithium i alakaʻi ʻia e ka laha ʻana o ka mākeke ikehu hou o ka honua a me ka mākeke mālama ikehu, manaʻo ʻo Yingda Securities he 30% ka māhele mākeke o kā CATL.Manaʻo ʻia ʻo ke kūʻai aku ʻana o ka pā uila lithium o CATL ma 2022-2024 e hōʻea i 280GWh/473GWh./590GWh, ʻo ia ke kūʻai aku ʻana i nā pā uila he 244GWh/423GWh/525GWh.
Ke piʻi aʻe ka hoʻolako ʻana i nā mea maka ma hope o 2023, e hoʻololi hou nā kumukūʻai pākaukau.Ua manaʻo ʻia ʻo ke kumukūʻai kūʻai kūʻai o ka mana a me nā pihi mālama ikehu mai 2022 a 2024 he 0.9 yuan/Wh, 0.85 yuan/Wh, a me 0.82 yuan/Wh.He 220.357 biliona yuan, 359.722 biliona yuan, a me 431.181 biliona yuan ka loaʻa kālā o nā pihi mana.ʻO 73.9% / 78.7% / 78.8% nā lakio.Manaʻo ʻia ka ulu ʻana o ka loaʻa kālā o ka pā uila i ka 140% i kēia makahiki, a e hoʻomaka ka ulu ʻana o ka ulu ʻana i nā makahiki 23-24.
Ke manaʻoʻiʻo nei kekahi poʻe o ka ʻoihana aia ʻo CATL i kēia manawa ma lalo o "ka pilikia nui."Mai ka hiʻohiʻona o ka hiki ke hoʻokomo wale ʻia, paʻa mau ʻo CATL i ka "wahi kiʻekiʻe" ma ke ala pā uila uila me ka pōmaikaʻi nui.Eia naʻe, inā mākou e nānā i ka māhele makeke, Me he mea lā ua nāwaliwali kona mau pono.
Hōʻike nā ʻikepili pili i ka hapa mua o 2022, ʻoiai ua loaʻa ʻo CATL i ka māhele mākeke o 47.57%, ua hoʻemi ʻia e 1.53pct i hoʻohālikelike ʻia me 49.10% i ka manawa like i ka makahiki i hala.Ma ka ʻaoʻao ʻē aʻe, loaʻa iā BYD (002594) a me Sino-Singapore Airlines ka māhele mākeke o 47.57%.Mai ka 14.60% a me 6.90% i ka manawa like i ka makahiki i hala, ua hoʻonui lākou i 21.59% a me 7.58% i ka hapa mua o kēia makahiki.
Eia kekahi, aia ka CATL i ka pilikia o ka "hoʻonui kālā me ka hoʻonui ʻole ʻana i nā waiwai" i ka hapaha mua o kēia makahiki.ʻO ka loaʻa kālā ma ka hapaha mua o kēia makahiki he 1.493 biliona yuan, kahi emi o ka makahiki ma ka makahiki he 23.62%.ʻO kēia ka manawa mua i helu ʻia ʻo CATL mai kona papa inoa ʻana ma Iune 2018. , ʻo ka hapaha mua i hāʻule ai ka waiwai waiwai i kēlā me kēia makahiki, a ua hāʻule ka nui o ka loaʻa kālā i 14,48%, kahi haʻahaʻa hou i nā makahiki 2.
Ka manawa hoʻouna: Nov-09-2023