Ma ʻOkakopa 11, ua hōʻike ʻia ka ʻikepili hou loa i hoʻokuʻu ʻia e ke keʻena noiʻi ʻo South Korea ʻo SNE Research i ka hiki ke hoʻokomo ʻia o nā pihi uila (EV, PHEV, HEV) i hoʻopaʻa inoa ʻia ma ka honua holoʻokoʻa mai Ianuali a ʻAukake 2023 ma kahi o 429GWh, he piʻi o 48.9% ma mua o ka like. manawa i ka makahiki i hala.
Ka helu ʻana o ka mana o ka mana honua i hoʻokomo ʻia mai Ianuali a ʻAukake 2023
Ke nānā nei i nā ʻoihana 10 kiʻekiʻe e pili ana i ka nui o ka hoʻokomo ʻana i nā pākahiko mana honua mai Ianuali a ʻAukake, noho mau nā hui Kina i ʻeono mau noho, ʻo ia hoʻi ʻo CATL, BYD, Kina New Aviation, Everview Lithium Energy, Guoxuan Hi-Tech a me Sunwanda, ke kūlanakauhale nui. ʻO ke kiʻekiʻe e like me 63.1%.
ʻO ka mea kikoʻī, mai Ianuali a ʻAukake, ʻo ka CATL o Kina ka mea mua me ka māhele mākeke o 36.9%, a ua hoʻonui ʻia ka nui o ka pākaukau e 54.4% i kēlā me kēia makahiki i 158.3GWh;Ua hoʻonui ʻia ka nui o ka pākaukau o BYD e 87.1% i kēlā me kēia makahiki i 68.1GWh.Ua ukali pū ʻia me ka māhele mākeke o 15.9%;Ua hoʻonui ʻia ka nui o ka pahu mokulele mokulele Zhongxin e 69% i kēlā me kēia makahiki i ka 20GWh, ke kūlana ʻeono me ka māhele mākeke o 4.7%;Ua hoʻonui ʻia ka nui o nā kaʻa Yiwei lithium i hoʻokomo ʻia e 142.8% makahiki-ma-makahiki % i 9.2GWh, kūlana 8th me ka māhele mākeke o 2.1%;ʻO Guoxuan Hi-Tech ka nui o ka hoʻokomo ʻana i nā pākahiko i hoʻonui ʻia e 7.7% makahiki-ma-makahiki i 9.1GWh, kūlana 9th me ka māhele mākeke o 2.1%;Xinwanda Battery Ua hoʻonui ʻia ka nui o nā kaʻa i hoʻokomo ʻia e 30.4% i kēlā me kēia makahiki i ka 6.2GWh, ka helu 10th me ka māhele mākeke o 1.4%.Ma waena o lākou, mai Ianuali a ʻAukake, ʻo ka nui i hoʻokomo ʻia o Yiwei lithium battery i loaʻa i ka ulu ʻekolu-helu makahiki i kēlā me kēia makahiki.
Eia kekahi, mai Ianuali a ʻAukake, ua hōʻike ʻia ka nui o ka hoʻokomo ʻana o ka pākaukau o nā ʻoihana pākaukau ʻekolu o Korea i ka ulu ʻana, akā ua hāʻule ka mākeke ma 1,0 pakeneka mai ka manawa like i ka makahiki i hala a hiki i 23,4%.Ua helu ʻo LG New Energy i ka 3rd, me ka piʻi ʻana o ka makahiki he 58.5%, a ʻo ka nui o ka kaʻa i hoʻokomo ʻia he 60.9GWh, me ka māhele mākeke o 14.2%.Loaʻa iā SK On a me Samsung SDI ka 5th a me ka 7th, me SK On e hoʻonui ana i ka 16.5% makahiki-ma-makahiki.ʻO ka nui o ka kaʻa i hoʻokomo ʻia ʻo 21.7GWh, me ka māhele mākeke o 5.1%.Ua hoʻonui ʻia ʻo Samsung SDI e 32.4% i kēlā me kēia makahiki, me ka nui o 17.6GWh i hoʻokomo ʻia, me ka māhele mākeke o 4.1%.
ʻOiai ʻo ka hui Iapana wale nō i komo i ka ʻumi kiʻekiʻe, ʻo ka nui o nā kaʻa i hoʻokomo ʻia e Panasonic mai Ianuali a ʻAukake he 30.6GWh, he piʻi o 37.3% ma mua o ka manawa like i ka makahiki i hala, a ʻo kāna māhele mākeke ʻo 7.1%.
Ua ʻimi ʻo SNE Research i ka emi ʻana o ka piʻi ʻana o ke kūʻai ʻana i nā kaʻa uila honua i kēia mau lā.Kuhi ʻia nā kumukūʻai kaʻa ma ke ʻano he kumu nui i ka lohi, me kahi mākeke no nā kaʻa uila haʻahaʻa e puka mai ana.I mea e hōʻemi ai i ke kumukūʻai o nā pila, ʻo ia ka helu kiʻekiʻe o ke kumukūʻai o nā kaʻa uila, nui nā ʻoihana e hoʻohana nei i nā pā lithium iron phosphate i ʻoi aku ka maikaʻi o ka hoʻokūkū ma mua o nā pihi ternary.Ua hoʻomaopopo ʻia ʻo ka piʻi ʻana o ka koi no nā pā lithium iron phosphate no nā kaʻa uila, ʻo nā hui nui ʻekolu o South Korea e hoʻomohala nei i nā ʻenekini ternary hana kiʻekiʻe ke hoʻonui nei hoʻi i ka hoʻomohala ʻana i nā pihi kaʻa uila haʻahaʻa.Ke hoʻonui nei nā ʻāina i nā pale kālepa, e like me ka US Inflation Reduction Act (IRA), ua lilo ia i mea paʻakikī i nā hui Kina me nā pā hao lithium hao phosphate ikaika e komo pololei i ka mākeke, a ua hoʻohuli nui ʻia nā loli o ka mākeke.Ma ka manawa like, ke ʻimi nei nā hui nui ʻekolu o South Korea i nā hoʻolālā pākaukau lithium iron phosphate.
Eia kekahi, ma ke ʻano o ka mākeke kūloko, ma ka lā hoʻokahi (ʻOkakopa 11), e like me ka ʻikepili o kēlā me kēia mahina no ka mana a me nā ʻeke e mālama ai i ka ikehu ma Kepakemapa 2023 i hoʻokuʻu ʻia e ka China Automotive Power Battery Industry Innovation Alliance, ma ke ʻano o ka hoʻopuka, ma Sepatemaba, ka nui o ka mana a me ka ikehu o ko'u aina, he 77.4GWh ka hoopuka ana, he 5.6% o ka mahina a me 37.4% o ka makahiki.Ma waena o lākou, ʻoi aku ka nui o ka hana ʻana o ka pā uila ma kahi o 90.3%.
Mai Ianuali a Sepatemaba, ʻo 533.7GWh ka huina kumulative output o koʻu ʻāina, me ka hoʻonui ʻia ʻana e 44.9% i kēlā me kēia makahiki.Ma waena o lākou, ʻoi aku ka nui o ka hana ʻana o ka pā uila ma kahi o 92.1%.
Ma ke ʻano o ke kūʻai ʻana, i Kepakemapa, ʻo 71.6GWh ka nui o ke kūʻai aku ʻana o koʻu ʻāina i ka mana a me ka mālama ʻana i ka ikehu, he 10.1% ka piʻi ʻana o ka mahina ma ka mahina.Ma waena o lākou, he 60.1GWh ka nui o ke kūʻai aku ʻana i nā pihi mana, he 84.0%, he 9.2% ka mahina o ka mahina, a me ka piʻi ʻana o ka makahiki he 29.3%;ʻO ke kūʻai ʻana o ka pākaukau mālama ikehu he 11.5GWh, helu ʻia no 16.0%, hoʻonui i ka mahina o 15.0%.
Mai Ianuali a Sepatemaba, ʻo 482.6GWh ka huina kūʻai kumulative o koʻu ʻāina no ka mana a me ka mālama ʻana i ka ikehu.Ma waena o lākou, ʻo 425.0GWh ka huina kūʻai kūʻai kumulative o nā pihi mana, he 88.0%, me ka ulu ʻana o ka makahiki-ma-makahiki o 15.7%;ʻO ka nui o ke kūʻai ʻana o nā ʻenekia mālama ʻana he 57.6GWh, helu no 12.0%.
Ma ke ʻano o ka hoʻokuʻu ʻana aku, i ka mahina ʻo Kepakemapa, ʻo 13.3GWh ka nui o ka lawe ʻia ʻana o koʻu ʻāina i ka mana a me nā pahu mālama mālama ikehu.Ma waena o lākou, ʻo 11.0GWh ka kūʻai aku ʻana i nā ʻeke uila, helu no 82.9%, hoʻonui i ka mahina o 3.8%, a me ka piʻi ʻana o ka makahiki he 50.5%.He 2.3GWh ke kūʻai aku ʻana i nā ʻeke uila o ka ikehu, he 17.1%, he 23.3% ka piʻi ʻana o ka mahina.
Mai Ianuali a Sepatemaba, ua hiki i ka 101.2GWh ka nui o ka lawe ʻia ʻana o koʻu ʻāina i ka mana a me ka mālama ʻana i ka ikehu.Ma waena o lākou, ʻo 89.8GWh ka kūʻai ʻana aku i waho o nā pahu mana, ʻo 88.7%, me ka piʻi ʻana o ka makahiki he 120.4%;ʻO ke kūʻai aku ʻana i nā ʻeke ʻeke ikehu he 11.4GWh, he 11.3%.
Ma ke ʻano o ka nui o ka hoʻokomo ʻana i nā kaʻa, i ka mahina ʻo Kepakemapa, ʻo 36.4GWh ka nui o ka mana o koʻu ʻāina i hoʻokomo ʻia i ka kaʻa, hoʻonui i ka makahiki i ka makahiki he 15.1% a me ka piʻi ʻana o ka mahina ma ka mahina he 4.4%.Ma waena o lākou, ʻo 12.2GWh ka helu i hoʻokomo ʻia o ka nui o ka nui o ka nui i hoʻokomo ʻia, ka piʻi ʻana o ka makahiki he 9.1%, a me ka piʻi ʻana o ka mahina he 13.2%;ʻO ka nui i hoʻokomoʻia o nā pahu lithium hao phosphate he 24.2GWh, he 66.4% o ka nui o ka nui i hoʻokomoʻia, hoʻonui i ka makahiki he 18.6%, a me ka piʻiʻana o ka mahina he 18.6%.He piʻi o 0.6%.
Mai Ianuali a Kepakemapa, ʻo 255.7GWh ka nui o ka nui i hoʻokomo ʻia o nā pihi mana ma koʻu ʻāina, he 32.0% ka piʻi ʻana o kēlā me kēia makahiki.Ma waena o lākou, ʻo 81.6GWh ka nui o ka nui i hoʻokomo ʻia i hoʻokomo ʻia, ʻo 31.9% o ka nui o ka nui i hoʻokomo ʻia, me ka ulu ʻana o ka makahiki-ma-makahiki o 5.7%;ʻO ka nui o ka nui o nā pahu lithium hao phosphate he 173.8GWh, e helu ana no 68.0% o ka nui o ka nui i hoʻokomo ʻia, me ka ulu ʻana o ka makahiki-ma-makahiki o 49.4%.
Ma Sepatemaba, ua loaʻa i ka huina o 33 mau hui pākahi mana ma ka mākeke kaʻa ikehu hou o koʻu ʻāina i ke kākoʻo hoʻokomo kaʻa, 3 ʻoi aʻe ma mua o ka manawa like i ka makahiki i hala.ʻO ka mana i hoʻokomo ʻia ka mana o ka 3 kiʻekiʻe, ka 5 kiʻekiʻe, a me ka 10 o nā hui pākahi mana he 27.8GWh, 31.2GWh, a me 35.5GWh pākahi, helu no 76.5%, 85.6%, a me 97.5% o ka nui o ka mana i hoʻokomo ʻia.
ʻO 15 mau ʻoihana pākaukau mana kūloko ma ke ʻano o ka nui o ka hoʻokomo kaʻa i Kepakemapa
I Kepakemapa, ʻo ka ʻumikūmālima nui o nā ʻoihana uila uila e pili ana i ka nui o nā kaʻa i hoʻokomo ʻia: CATL (14.35GWh, helu no 39.41%), BYD (9.83GWh, helu no 27%), Kina New Aviation (3.66GWh, helu no 10.06). %) %), Yiwei Lithium Energy (1.84GWh, helu no 5.06%), Guoxuan Hi-Tech (1.47GWh, helu no 4.04%), LG New Energy (1.28GWh, helu no 3.52%), Honeycomb Energy (0.99GWh , He 3.52%) ka helu no 2.73%), Xinwangda (0.89GWh, he 2.43%), Zhengli New Energy (0.68GWh, he 1.87%), Funeng Technology (0.49GWh, he 1.35%), Ruipu Lanjun (0.39GWh, helu no 1.07%), polyfluoropolymer (0.26GWh, helu no 0.71%), Henan Lithium Dynamics (0.06GWh, helu no 0.18%), SK (0.04GWh, helu no 0.1%), Gateway Power (0.1%) ) 0.03GWh, he 0.09%).
Mai Ianuali a Sepatemaba, ua loaʻa i ka huina o 49 mau hui pākahi uila ma ka mākeke kaʻa ikehu hou o koʻu ʻāina i ke kākoʻo hoʻokomo kaʻa, hoʻokahi ʻoi aku ma mua o ka manawa like i ka makahiki i hala.Ua hoʻokomo ʻia ka puʻupuʻu mana o ka 3 kiʻekiʻe, ka 5 kiʻekiʻe, a me ka 10 mau ʻoihana ʻoihana mana he 206.1GWh, 227.1GWh a me 249.2GWh, helu no 80.6%, 88.8% a me 97.5% o ka nui o ka mana i hoʻokomo ʻia.
ʻO 15 mau ʻoihana ʻoihana mana ʻoihana kiʻekiʻe e pili ana i ka nui o ka hoʻonohonoho kaʻa mai Ianuali a Kepakemapa
Mai Ianuali a Sepatemaba, ʻo ka 15 mau ʻoihana uila uila nui loa e pili ana i ka nui o nā kaʻa i hoʻokomo ʻia: CATL (109.3GWh, helu no 42.75%), BYD (74GWh, helu no 28.94%), Kina New Aviation (22.81GWh, helu no ka helu. 22.81GWh, helu no 28.94%) 8.92%), Yiwei Lithium Energy (11GWh, helu no 4.3%), Guoxuan Hi-Tech (10.02GWh, helu no 3.92%), Sunwoda (5.83GWh, helu no 2.28%). New Energy (5.26GWh, helu no 2.06%), Honeycomb Energy (4.41GWh, helu no 1.73%), Funeng Technology (3.33GWh, helu no 1.3%), Zhengli New Energy (3.22GWh, helu no 1.26%), Ruipu Lanjun (2.43GWh, helu no 0.95%), Polyfluorocarbon (1.17GWh, helu no 0.46%), Gateway Power (0.82GWh, helu no 0.32%), Lishen (0.27GWh, helu no 0.11%), SK (0.23 GWh, he 0.09%).
Ka manawa hoʻouna: Oct-12-2023