ʻO ke kūlana o kēia manawa a me nā ʻano o ka wā e hiki mai ana o ka mākeke Chain Supply i ka ʻoihana ʻenehana hou o ʻAsia

I ka makahiki 2023, ua hoʻokumu hou ka ʻoihana ʻenehana hou o Kina i kahi kaulahao ʻoihana piha mai ka mining mineral upstream, ka hana ʻana i nā mea pākaukau waena a me ka hana ʻana i ka pākaukau, a i lalo i nā kaʻa ikehu hou, ka mālama ʻana i ka ikehu, a me nā pihi mea kūʻai aku.Ua hoʻokumu mau ʻo ia i nā pono alakaʻi i ka nui o ka mākeke a me ka pae ʻenehana, a hoʻomau i ka hoʻolaha ʻana i ka hoʻomohala wikiwiki ʻana o ka ʻoihana ikehu hou.
Ma ke ʻano o nā ʻeke uila, e like me ka "White Paper on the Development of China's New Energy Vehicle Power Battery Industry (2024)" i hoʻokuʻu pū ʻia e nā hui noiʻi EVTank, Ivy Economic Research Institute, a me China Battery Industry Research Institute, ka pā uila mana honua. Ua hōʻea ka nui o ka hoʻouna ʻana i ka 865.2GWh i 2023, kahi hoʻonui makahiki-ma-makahiki o 26.5%.Manaʻo ʻia e 2030, hiki i ka 3368.8GWh ka nui o ka nui o ka hoʻouna ʻana i ka uila uila, me ʻekolu mau manawa o ka ulu ʻana i hoʻohālikelike ʻia me 2023.
Ma ke ʻano o ka mālama ʻana i ka ikehu, e like me ka ʻikepili mai ka National Energy Administration, ʻo ka mana hou i hoʻokomo ʻia ma 2023 ma kahi o 22.6 miliona kilowatts / 48.7 miliona kilowatt hola, he piʻi o 260% i hoʻohālikelike ʻia i ka hopena o 2022 a kokoke i 10 mau manawa i hoʻokomo ʻia. hiki i ka hopena o ka 13th Five Year Plan.Eia kekahi, nui nā wahi e hoʻolalelale nei i ka hoʻomohala ʻana i ka mālama ʻana i ka ikehu hou, me ka mana i hoʻokomo ʻia ma luna o hoʻokahi miliona kilowatts ma nā panalāʻau 11 (nā ʻāpana).Mai ka 14th Five Year Plan, ʻo ka hoʻohui ʻana i ka mana hoʻopaʻa ʻana i ka ikehu hou ua alakaʻi pololei i ka hoʻokele waiwai ʻoi aku ma mua o 100 biliona yuan, e hoʻonui hou aʻe i ka uka a me lalo o ke kaulahao ʻoihana, a lilo i mea hoʻoikaika hou no ka hoʻomohala waiwai o Kina.
Ma nā ʻōlelo o nā kaʻa ikehu hou, hōʻike ka ʻike EVTank i ke kūʻai aku ʻana o nā kaʻa ikehu hou i ka 14.653 miliona mau ʻāpana ma 2023, kahi hoʻonui makahiki o 35.4%.I waena o lākou, kūʻai aku i nā kaʻa ikaika hou ma Kina i 9.495 miliona mau ʻāpana, helu no 64.8% o nā kūʻai honua.Ua wānana ʻo EVTank e hiki ke kūʻai aku i ka honua o nā kaʻa ikehu hou i 18.3 miliona ma 2024, kahi o 11.8 miliona e kūʻai ʻia ma Kina, a ʻo 47 miliona e kūʻai ʻia ma ka honua holoʻokoʻa e 2030.
Wahi a ka ʻikepili EVTank, i ka makahiki 2023, e pili ana i ka hoʻokūkū hoʻokūkū o nā ʻoihana uila mana honua nui, ʻo CATL ka mea mua me ka nui o ka hoʻouna ʻana ma luna o 300GWh, me ka māhele mākeke honua o 35.7%.Ua helu ʻo BYD i ka lua me ka māhele mākeke honua o 14.2%, a ukali ʻia e ka hui ʻo South Korea LGES, me ka māhele mākeke honua o 12.1%.Ma ke ʻano o ka nui o ka hoʻouna ʻana i nā ʻuila mālama ikehu, ʻo CATL ke kūlana mua ma ka honua me kahi mākeke o 34.8%, a ukali ʻia e BYD a me Yiwei Lithium Energy.Ma waena o nā ʻoihana moku moku he ʻumi ma 2023, ʻo Ruipu Lanjun, Xiamen Haichen, China Innovation Airlines, Samsung SDI, Guoxuan High tech, LGES, a me Penghui Energy.
ʻOiai ua hoʻokō ʻo Kina i nā hopena maikaʻi loa i ka pākaukau a me ka ʻoihana ikehu hou, pono mākou e ʻike i nā pilikia like ʻole e kū nei i ka ulu ʻana o ka ʻoihana.I ka makahiki i hala iho nei, ma muli o nā kumu e like me ka emi ʻana o nā haʻawina aupuni no nā kaʻa ikehu hou a me ke kaua kumukūʻai i ka ʻoihana kaʻa, ua lohi ka piʻi ʻana o ka noi o lalo no nā kaʻa ikehu hou.Ua hāʻule pū ke kumukūʻai o ka lithium carbonate mai luna o 500000 yuan / ton i ka hoʻomaka ʻana o 2023 a ma kahi o 100000 yuan / ton i ka hopena o ka makahiki, e hōʻike ana i kahi ʻano o nā loli koʻikoʻi.Aia ka ʻoihana pākaukau lithium i kahi kūlana keu mai nā minerala o luna a hiki i nā mea waena a me nā pihi lalo.