Me ka hoʻihoʻi ʻia ʻana o nā haʻawina mokuʻāina a me ka hoʻopau ʻana i nā kālā kūloko, nā kaʻa ikehu hou, ka mea i piʻi nui, kaomi i ke pihi hoʻomaha ulu no ka manawa mua ma Iulai o kēia makahiki, a i loko o nā mahina ʻelua e hiki mai ana, ua emi ke kūʻai ʻana i kēlā me kēia manawa.
Hōʻike ka ʻikepili hana a me ke kūʻai ʻana e ka China Association of Automobile Manufacturers mai Iulai a Kepakemapa 2019, ʻo 80,000, 85,000 a me 80,000 ke kūʻai aku ʻana o nā kaʻa hou, ma lalo o 4.8%, 15.8% a me 33.9% i kēlā me kēia makahiki.
Hoʻopilikia ʻia e ka emi ʻana o ke kūʻai ʻana i nā kaʻa ikehu hou, ʻo ka ʻoihana pākaukau mana, ʻo ia ka "naʻau" o nā kaʻa ikehu hou, ua lawe i ka hopena o ka hopena.Wahi a ka ʻikepili hou loa i hoʻokuʻu ʻia e ka China Automotive Power Battery Industry Innovation Alliance, i ka mahina o Kepakemapa o kēia makahiki, ʻo ka nui o ka mana o koʻu ʻāina i hoʻokomo ʻia he 4.0GWh, he 30.9% ka emi ʻana o ka makahiki ma ka makahiki.
Pono e kuhikuhi ʻia ʻo ka hopena o ka hōʻemi ʻana i ke kālā a me ka emi ʻana o ke kūʻai ʻana ʻaʻole wale ka emi ʻana o ka hiki ke hoʻokomo ʻia, akā ʻo ke koʻikoʻi koʻikoʻi hoʻi i ke ola ʻana o nā ʻoihana pā uila uila.E like me ka ʻōlelo ʻana a Mo Ke, ka mea loiloi nui o True Lithium Research, Hoʻopilikia ʻia e ka hōʻemi ʻana o nā haʻawina, e ʻoi aku ka ikaika o ka hoʻokūkū ma ka ʻoihana pā uila i 2019.
Ua kuhikuhi ia me ka emi nui o na kokua, e emi iho ana na hui kaa i na kumukuai i na mea hana kaa, a e emi mai ana ka waiwai o na mea hana kaa;ʻO ka lua, ʻoi aku ka ʻino o ka manawa moʻohelu kālā, a paʻakikī i nā hui me ka ikaika kālā nāwaliwali ke kākoʻo i nā kaʻa uila o waho.He ʻehā a ʻelima wale nō mea hana pākaukau ma ka mākeke, a ʻo ka mākeke kūloko e like me ka hopena, me kahi o 10 mau hui i koe.
I loko o kēia kaiapuni, he aha ke kūlana ola o kēia manawa o nā ʻoihana pākaukau mana?Hiki iā mākou ke ʻike i kēia mai nā hōʻike hoʻokō kolu o ka hapaha i hoʻokuʻu ʻia e nā ʻoihana pākahi mana.
CATL: Ua hāʻule ka loaʻa kālā i ka 7.2% makahiki i ka makahiki ma ke kolu o ka hapaha
I kēia mau lā, ua hoʻolaha ʻo CATL (300750, Stock Bar) i kāna mau hopena hapaha ʻekolu no 2019. Hōʻike ka hōʻike kālā i nā hapaha mua ʻekolu, ua loaʻa ka CATL i ka loaʻa kālā o 32.856 biliona yuan, hoʻonui i ka makahiki o 71.7%;ʻO ka loaʻa kālā i loaʻa i nā mea kuleana he 3.464 biliona yuan, kahi hoʻonui makahiki-ma-makahiki o 45.65%.
Ke hoʻohālikelike ʻia me ka hapa mua o kēia makahiki, ua emi iho ka loaʻa kālā o ka CATL a me ka ulu ʻana o ka loaʻa kālā ma ke kolu o ka hapaha.Hōʻike ka hōʻike kālā i ka hapaha ʻekolu o kēia makahiki, ʻo ka loaʻa kālā o CATL he 12.592 biliona yuan, kahi hoʻonui makahiki o 28.8%;ʻO ka loaʻa kālā i loaʻa i ka poʻe kuleana he 1.362 biliona yuan, he 7.2% ka hoʻohaʻahaʻa makahiki ma ka makahiki, a ʻo ka loaʻa kālā ma hope o ka hoʻemi ʻole ʻia e 11.01% o ka makahiki.
Ua ʻōlelo ʻo Ningde Times ʻo ke kumu nui o ka piʻi ʻana o ka makahiki i ka makahiki i ka hana o ka ʻoihana i nā hapaha mua ʻekolu, ʻo ia me ka hoʻomohala wikiwiki ʻana o ka ʻoihana kaʻa ikehu hou, ua hoʻonui ʻia ke koi o ka mākeke no nā pihi mana ke hoʻohālikelike ʻia me ka manawa like. i ka makahiki aku nei;ua hoʻoikaika ka hui i ka ulu ʻana o ka mākeke, ua hoʻopukapuka ʻia i ka wā mua e hoʻokuʻu i ka mana hana kelepona, a hana a kūʻai aku e like me ia.paipai.
Ua emi ka hana o ka hapaha kolu o ka makahiki.Ua ʻōlelo ʻo CATL ma muli o ka emi ʻana o nā kumukūʻai kūʻai aku o kekahi mau huahana a me ka emi ʻana o ka palena waiwai nui.I hui pū ʻia me ka piʻi ʻana o ka hoʻopukapuka R&D a me nā lilo hoʻokele i ke kolu o ka hapaha, ua hoʻonui ʻia ka hapa o nā lilo i loaʻa.
Guoxuan Hi-Tech: Ua hāʻule ka loaʻa kālā ma ka 12.25% i nā hapaha mua ʻekolu
Ma ʻOkakopa 29, ua hoʻokuʻu ʻo Guoxuan High-Tech (002074, Stock Bar) i kāna hōʻike kolu o ka hapaha no 2019, e loaʻa ana ka loaʻa kālā hana o 1.545 biliona yuan, kahi hoʻonui makahiki-ma-makahiki o 3.68%;ʻO ka loaʻa ʻana o ka loaʻa kālā i nā mea kuleana o nā hui i helu ʻia he 227 miliona yuan, he piʻi makahiki ma ka makahiki he 17.22%;He 117 miliona yuan ka loaʻa ʻole o ka loaʻa a me nā poho, ʻaʻole i loaʻa i ka poʻe kuleana o nā hui i helu ʻia.ʻO 0.20 yuan ka loaʻa maʻamau o kēlā me kēia mahele.
Ma nā hapaha mua ʻekolu, ʻo ka loaʻa kālā o ka hana he 5.152 biliona yuan, kahi hoʻonui makahiki o 25.75%;ʻO ka loaʻa ʻana o ka waiwai i loaʻa i ka poʻe kuleana o nā hui i helu ʻia he 578 miliona yuan, he 12.25% ka emi ʻana o ka makahiki ma ka makahiki;ʻO ka loaʻa ʻole o ka loaʻa a me nā poho ʻole he 409 miliona yuan., he piʻi makahiki o ka makahiki he 2.02%;ʻO 0.51 yuan ka loaʻa maʻamau o kēlā me kēia mahele.
DOF: Ua hāʻule ka loaʻa kālā he 62% makahiki i ka makahiki ma ka hapaha ʻekolu
I kēia mau lā, ua hōʻike ʻia ke kolu o ka hapaha makahiki o 2019 i hoʻokuʻu ʻia e Duofludo (002407, Stock Bar) i nā hapaha mua ʻekolu o kēia makahiki, ua hoʻokō ka hui i ka loaʻa kālā o 2.949 biliona yuan, kahi hoʻonui makahiki o 10.44%, a he 97.6393 miliona yuan ka loaʻa ʻana o ka loaʻa kālā i nā mea kuleana o nā hui i helu ʻia, he 97.6393 miliona yuan ka piʻi ʻana o ka makahiki ma ka makahiki.Ua hāʻule i ka 42.1%, a ua hoʻonui ʻia ka emi ʻana i hoʻohālikelike ʻia me ka manawa like i ka makahiki i hala.
Ma waena o lākou, ʻo ka loaʻa kālā o ka hui i ka hapaha ʻekolu ma kahi o 1.0 biliona yuan, kahi piʻi iki o 2.1% i hoʻohālikelike ʻia me ka manawa like i ka makahiki i hala;ʻO ka loaʻa kālā o ka hui ma kahi o 14 miliona yuan, he emi nui o 62% i hoʻohālikelike ʻia me ka manawa like i ka makahiki i hala.Ua hāʻule ka waiwai waiwai no 6 mau hapaha.
Manaʻo ʻo Duofudo i ka loaʻa kālā o ka ʻoihana ma 2019 ma waena o 13 miliona yuan a me 19.5 miliona yuan, kahi emi o 70.42% -80.28%.ʻO ka loaʻa kālā o ka makahiki i hala he 65.9134 miliona yuan.
Ua ʻōlelo ʻo Dofluoro i kāna hōʻike kālā ʻo ke kumu nui o ka emi ʻana o ka loaʻa kālā, ʻo ia ka emi ʻana o ka loaʻa kālā o nā huahana paʻakai fluoride a me ka piʻi nui ʻana o ka loaʻa kālā o nā kaʻa hou.Hōʻike ka hōʻike ua hiki i ka loaʻa kālā o Duofuo i ka 1.3 biliona yuan i nā hapaha mua ʻekolu.
Xinwangda: Ua hoʻonui ʻia ka loaʻa kālā ma ke kolu o ka hapaha e 31.24% i kēlā me kēia makahiki i 273 miliona yuan.
Hōʻike ka hōʻike kālā kālā ʻekolu o Xinwanda no 2019 mai Iulai a Kepakemapa o kēia makahiki, ua loaʻa ʻo Xinwanda (300207, Stock Bar) i ka loaʻa kālā hana o 6.883 biliona yuan, kahi hoʻonui o 23.94% ma luna o ka manawa like i ka makahiki i hala;ʻO ka loaʻa kālā he 273 miliona yuan, kahi piʻi o 31.24% ma luna o ka manawa like i ka makahiki i hala..
Mai Ianuali a Sepatemaba, ua loaʻa iā Xinwangda ka loaʻa kālā holoʻokoʻa o 17.739 biliona yuan, kahi piʻi o 35.36% ma luna o ka manawa like i ka makahiki i hala;ʻO ka loaʻa kālā he 502 miliona yuan, he piʻi o 16.99% ma luna o ka manawa like i ka makahiki i hala.
Ua ʻōlelo ʻo Sunwanda, ʻo ka piʻi ʻana o ka loaʻa kālā ma nā hapaha mua ʻekolu ma muli o ka piʻi ʻana o nā kauoha o nā mea kūʻai aku i hoʻohālikelike ʻia me ka manawa like i ka makahiki i hala.I ka manawa like, ua hoʻonui ʻia kāna mau koina hana, ka hoʻokele kūʻai aku a me nā lilo ʻē aʻe.He mea pono ke hoʻomaopopo ʻia mai Ianuali a Kepakemapa o kēia makahiki, ʻo nā lilo R&D o Sunwanda he 1.007 biliona yuan, he piʻi o 61.23% ma mua o ka manawa like i ka makahiki i hala.
I Kepakemapa o kēia makahiki, ua koho ʻia ʻo Sunwanda ma waena o nā ʻelima mana nui, ma hope o CATL, BYD, AVIC Lithium Battery a me Guoxuan High-Tech, e hoʻokō ana i ka ulu nui o ka makahiki-ma-makahiki o 2329.11%.Mai Ianuali a Sepatemaba, ua hōʻea kāna kumulative i hoʻokomo ʻia o nā pihi mana i 424.35MWh.
ʻO Yiwei Lithium Energy: Ma ka hapahā ʻekolu, ua hoʻonui ʻia e 199.23% i kēlā me kēia makahiki i 658 miliona yuan.
I kēia mau lā, ua hōʻike ʻo Yiwei Lithium Energy (300014, Stock Bar) i kāna hōʻike ʻekolu hapaha no 2019. Hōʻike ka hōʻike i ke kolu o ka hapaha o 2019, ua loaʻa i ka hui ka loaʻa kālā o 2.047 biliona yuan, kahi hoʻonui makahiki o 81.94% ;ʻO ka loaʻa kālā i loaʻa i nā mea kuleana o nā hui i helu ʻia he 658 miliona yuan, kahi hoʻonui makahiki o 199.23%.
I nā hapaha mua ʻekolu, ua loaʻa i ka hui ka loaʻa kālā o 4.577 biliona yuan, kahi hoʻonui makahiki o 52.12%;ʻO ka loaʻa kālā he 1.159 biliona yuan, kahi hoʻonui makahiki-ma-makahiki o 205.94%;a me ka loaʻa ʻana o kēlā me kēia mahele o 1.26 yuan.
Ua ʻōlelo ʻo Yiwei Lithium Energy i kāna hōʻike kālā ʻo ka ulu nui ʻana o ka loaʻa kālā ma ka wā hōʻike ma muli o nā kumu penei: ① Ua hoʻonui ʻia ke koi no nā pākaukau lithium primer a me SPC no ETC a me nā mika akamai, ua pālua ʻia nā hoʻouna, loaʻa ka waiwai nui o ka huahana. ua hoʻonui ʻia ka margin, a ʻo ka loaʻa ʻana o ka loaʻa kālā maikaʻi loa;② Ua hoʻomaikaʻi maikaʻi ka hana ʻana o ka pākaukau lithium-ion liʻiliʻi, a ua hoʻonui hou ʻia ka loaʻa kālā;③ ʻO ka hoʻokuʻu pono ʻana o ka mana hana pākaukau i hāpai i ka ulu hana a me ka loaʻa kālā;④ Ua hoʻonui ʻia ka hana a ka hui hui ʻo McQuay.
I kēia manawa, he 11GWh ko Yiwei ka mana hana pākahiko lithium, me ka 4.5GWh o nā pākahi hao lithium square, 3.5GWh o nā ʻāpana cylindrical ternary, 1.5GWh o nā ʻāpana ternary square, a me 1.5GWh o nā ʻāpana ternary palupalu.Wahi a ka ʻikepili mai ka lālā noi uila, mai Ianuali a Kepakemapa 2019, ua loaʻa iā Yiwei Lithium Energy ka huina o 907.33MWh o ka mana i hoʻokomo ʻia i ka mana, hoʻonui i ka makahiki he 48.78%, e helu ana no 2.15% o ka nui o ka home. i hoʻokomo ʻia i ka manawa like, ka pae ʻelima i ka ʻoihana.
Penghui Energy: Ua hoʻonui ʻia ka loaʻa kālā ma ke kolu o ka hapaha e 17.52% i kēlā me kēia makahiki i ka 134 miliona yuan.
ʻO ka hōʻike ʻekolu o ka makahiki ʻo Penghui Energy o 2019 e hōʻike ana i ka wā o ka hōʻike, ua loaʻa ka ʻoihana i ka loaʻa kālā o 1.049 biliona yuan, kahi hoʻonui makahiki o 29.73%;ʻO ka loaʻa kālā i loaʻa i ka poʻe kuleana o nā hui i helu ʻia he 134 miliona yuan, he piʻi makahiki ma ka makahiki he 17.52%;ʻO ka loaʻa kālā ma hope o ka haʻalele ʻana i nā loaʻa a me nā poho ʻole he 127 miliona yuan, kahi hoʻonui makahiki o 14.43%;ʻO 0.47 yuan ka loaʻa maʻamau o kēlā me kēia mahele.
I nā hapaha mua ʻekolu, ua loaʻa ʻo Penghui Energy (300438, Stock Bar) i ka loaʻa ʻana o ka loaʻa kālā o 2.495 biliona yuan, kahi hoʻonui makahiki o 40.94%;ʻO ka loaʻa ʻana o ka loaʻa kālā i ka poʻe kuleana o nā hui i helu ʻia he 270 miliona yuan, he piʻi makahiki ma ka makahiki he 0.27%;ʻaʻole i hoʻokomo ʻia ka loaʻa kālā ʻole mai ka loaʻa hou ʻana a me nā poho he 256 miliona yuan, he piʻi makahiki ma ka makahiki he 18.28%;ʻO 0.96 yuan ka loaʻa maʻamau o kēlā me kēia mahele.
Ka manawa hoʻouna: Dec-18-2023