Vuba aha, Ubushakashatsi bwa CINNO bwasohoye amakuru agezweho.Kuva muri Mutarama kugeza muri Kamena 2023, ishoramari rishya ry’ingufu z’Ubushinwa ryageze kuri tiriyari 5.2 (harimo na Tayiwani), kandi inganda nshya z’ingufu zahindutse agace gakomeye ko gushora imari mu nganda z’ikoranabuhanga zigenda ziyongera.
Duhereye ku ihungabana ry’imbere mu gihugu, kuva muri Mutarama kugeza muri Kamena 2023, amafaranga y’ishoramari mu Bushinwa (harimo na Tayiwani) inganda nshya z’ingufu zagiye ahanini mu mashanyarazi y’amashanyarazi y’umuyaga, hamwe n’amafaranga agera kuri tiriyoni 2,5, angana na 46.9%;ishoramari ryose muri bateri ya lithium Amafaranga angana na tiriyoni 1,2 yu, angana na 22,6%;igishoro cyose mu kubika ingufu ni miliyari 950, zingana na 18.1%;ishoramari ryose mu ngufu za hydrogène rirenga miliyari 490, bingana na 9.5%.
Dufatiye ku bigo bitatu by'ishoramari, amashanyarazi y’amashanyarazi, bateri ya lithium no kubika ingufu n’ibigo bitatu by’ishoramari mu nganda nshya.Kuva muri Mutarama kugeza muri Kamena 2023, amafaranga y’ishoramari mu mafoto mu Bushinwa (harimo na Tayiwani) atembera cyane mu ngirabuzimafatizo, mu gihe amafaranga yo gushora ingufu z'umuyaga ahanini yinjira mu mishinga ikora amashanyarazi;amafaranga yo gushora bateri ya lithium ahanini atemba muri moderi ya batiri ya lithium na PACK;ingufu zo kubika ingufu zishoramari ahanini zitemba mububiko bwa pompe bushoboye.
Urebye ikwirakwizwa ry’akarere, amafaranga y’ishoramari mu nganda nshya y’ingufu atangwa cyane cyane muri Mongoliya Imbere, Sinayi na Jiangsu, kandi muri rusange uturere dutatu ni 37.7%.Muri byo, Ubushinwa na Mongoliya Imbere byungukiwe no kubaka ibirindiro by’umuyaga n’izuba hamwe n’imishinga ishingiye ku mbaraga, kandi bifite umubare munini ugereranije n’ubushobozi bwo gufotora amashanyarazi, kandi ugereranije n’ikwirakwizwa, usanga ahanini bishyizwe hamwe.
Dukurikije amakuru aheruka gutangazwa n’ikigo cy’ubushakashatsi cya Koreya yepfo SNE Research, mu gice cya mbere cy’umwaka wa 2023, amashanyarazi akoreshwa ku isi yose azashyirwaho 304.3GWh, umwaka ushize wiyongereyeho 50.1%.
Urebye ku masosiyete ya TOP10 afite amashanyarazi ku isi mu gice cya mbere cy'umwaka, amasosiyete y'Abashinwa aracyafite imyanya itandatu, ari yo Ningde Times, BYD, China Innovation Aviation, EVE Lithium Energy, Guoxuan Hi-Tech na Sunwoda, hamwe n'isoko rusange umugabane ugera kuri 62,6%.
By'umwihariko, mu gice cya mbere cy'umwaka, Ikinyamakuru Ningde Times cyo mu Bushinwa cyashyize ku mwanya wa mbere n'umugabane ku isoko kingana na 36.8%, naho imizigo ya batiri yiyongereyeho 56.2% umwaka ushize igera kuri 112GWh;Umugabane wisoko wakurikiranye hafi;Ububiko bwa batiri ya Zhongxinhang bwiyongereyeho 58.8% umwaka ushize kugera kuri 13GWh, biza ku mwanya wa gatandatu hamwe n’isoko rya 4.3%;EVE lithium yingufu za batiri yo kwishyiriraho yiyongereyeho 151.7% umwaka ushize kugera kuri 6.6GWh, iza ku mwanya wa 8 hamwe nisoko rya 2.2%;Ububiko bwa Batiri ya Guoxuan Hi-Tech bwiyongereyeho 17.8% umwaka ushize kugera kuri 6.5GWh, biza ku mwanya wa 9 hamwe n’isoko rya 2,1%;Amashanyarazi ya batiri ya Sunwoda umwaka-ku mwaka Yiyongereyeho 44.9% igera kuri 4.6GWh, iza ku mwanya wa 10 hamwe n’isoko rya 1.5%.Muri byo, mu gice cya mbere cyumwaka, ubushobozi bwashyizweho na batiri ya BYD na Yiwei lithium-ingufu byageze ku mibare itatu-mwaka-mwaka.
Umuyoboro wa batiri wabonye ko ku bijyanye n’umugabane w’isoko, mu bihugu 10 bya mbere byashyizwemo ingufu za batiri ku isi mu gice cya mbere cy’umwaka, umugabane w’isoko ry’amasosiyete ane yo mu Bushinwa CATL, BYD, Zhongxinhang, na Yiwei Lithium Energy yageze ku mwaka ku mwaka. gukura.Sunwoda yaranze.Mu masosiyete y'Abayapani n'Abanyakoreya, imigabane ya LG New Energy ku isoko yagumye ihagaze neza ugereranije no mu gihe cyashize umwaka ushize, mu gihe Panasonic, SK on, na Samsung SDI byose byagaragaye ko umwaka ushize wagabanutse ku isoko mu gice cya mbere cy'umwaka.
Byongeye kandi, Minisiteri y’inganda n’ikoranabuhanga mu itumanaho yatangaje imikorere y’inganda za batiri ya lithium-ion mu gice cya mbere cy’umwaka wa 2023, yerekana ko mu gice cya mbere cya 2023, inganda z’ibikoresho bya litiro-ion mu gihugu cyanjye zizakomeza kwiyongera.Nkuko bigaragazwa n’inganda zisanzwe zitangaza amakuru y’inganda n’inganda z’inganda, umusaruro wa batiri ya lithium mu gihugu mu gice cya mbere cy’umwaka warenze 400GWh, wiyongereyeho hejuru ya 43% umwaka ushize, n’amafaranga yinjira mu nganda za batiri ya lithium muri igice cya mbere cyumwaka cyageze kuri miliyari 600.
Ku bijyanye na bateri ya lithium, umusaruro wa bateri zibika ingufu mu gice cya mbere cyumwaka warenze 75GWh, kandi ubushobozi bwashyizweho na bateri y’amashanyarazi ku binyabiziga bishya byari hafi 152GWh.Ibicuruzwa byoherezwa mu mahanga ibicuruzwa bya litiro byiyongereyeho 69% umwaka ushize.
Mu gice cya mbere cyumwaka, umusaruro wibikoresho bya cathode, ibikoresho bya anode, abatandukanya, na electrolytite byari hafi toni miliyoni, toni 670.000, metero kare 6.8, na toni 440.000.
Mu gice cya mbere cyumwaka, umusaruro wa lithium karubone na hydroxide ya lithium wageze kuri toni 205.000 na toni 140.000, hamwe nigiciro cyo hagati ya litiro karubone yo mu rwego rwa batiri na hydroxide yo mu rwego rwa batiri (urwego rwiza rwa powder) mu gice cya mbere cy igice. umwaka wari 332.000 yuan / toni na 364.000 yuan / toni.Ton.
Ku bijyanye no kohereza electrolyte, “Impapuro zera ku iterambere ry’inganda z’amashanyarazi ya Litiyumu-ion y’Ubushinwa (2023)” yasohowe n’ibigo by’ubushakashatsi EVTank, Ikigo cy’ubushakashatsi cy’ubukungu cya Evie n’ikigo cy’ubushakashatsi cy’inganda z’Ubushinwa cyerekana ko mu gice cya mbere cy’umwaka , Ubushinwa bwa litiro-ion ya batiri electrolyte yoherejwe Ubunini ni toni 504.000, naho isoko ni miliyari 24.19.EVTank ivuga ko mu 2023 ibicuruzwa byoherejwe na electrolyte mu Bushinwa bizagera kuri toni miliyoni 1.169.
Ku bijyanye na bateri ya sodium-ion, mu gice cya mbere cyumwaka, bateri ya sodium-ion yageze ku bisubizo mu byiciro mu bushakashatsi n’ibicuruzwa, kubaka ubushobozi bw’umusaruro, guhinga urunigi rw’inganda, kugenzura abakiriya, kuzamura igipimo cy’umusaruro, no guteza imbere imyigaragambyo imishinga.Dukurikije imibare yavuye mu gitabo cyitwa “Impapuro zera ku iterambere ry’inganda za Sodium-ion zo mu Bushinwa (2023)” zashyizwe ahagaragara n’ibigo by’ubushakashatsi EVTank, Ikigo cy’ubushakashatsi mu by'ubukungu cya Evie n’ikigo cy’ubushakashatsi cy’inganda z’Ubushinwa, mu mpera za Kamena 2023, ubushobozi bw’umusaruro wabigenewe ya bateri ya sodium-ion yashyizwe mu musaruro mu gihugu hose igeze kuri 10GWh, kwiyongera kwa 8GWh ugereranije n’impera za 2022.
Dukurikije imibare yaturutse mu kigo cy’igihugu gishinzwe ingufu, mu gice cya mbere cy’umwaka, ubushobozi bwashyizweho bushya bwatangiye gukoreshwa bwari hafi miliyoni 8,63 kWt / miliyoni 17,72 kWhh, bingana n’ubushobozi bwose bwashyizweho mu myaka yashize.Urebye igipimo cy’ishoramari, gishingiye ku biciro by’isoko biriho ubu, bishyizwe mu bikorwa byo kubika ingufu nshya bituma ishoramari ritaziguye rya miliyari 30.Kugeza mu mpera za Kamena 2023, hashyizweho ingufu z’imishinga mishya yo kubika ingufu zubatswe kandi zigashyirwa mu bikorwa mu gihugu hose zirenga miliyoni 17.33 kWt / miliyoni 35.8 kWt, naho impuzandengo yo kubika ingufu ni amasaha 2.1.
Dukurikije imibare yaturutse mu biro bishinzwe imicungire y’umuhanda wa Minisiteri y’umutekano rusange, kugeza mu mpera za Kamena 2023, umubare w’ibinyabiziga bishya by’ingufu mu gihugu wageze kuri miliyoni 16.2, bingana na 4.9% by’imodoka zose.Mu gice cya mbere cy’umwaka, miliyoni 3.128 n’imodoka nshya z’ingufu zimaze kwandikwa mu gihugu hose, umwaka ushize wiyongereyeho 41,6%, ukaba uri hejuru cyane.
Dukurikije imibare iheruka gutangwa n’ishyirahamwe ry’abashinwa bakora inganda z’imodoka, mu gice cya mbere cy’umwaka, umusaruro n’igurisha ry’imodoka nshya z’ingufu mu gihugu cyanjye byari miliyoni 3.788 na miliyoni 3.747, byiyongereyeho 42.4% na 44.1% umwaka -umwaka, kandi umugabane wisoko wageze 28.3%;umusaruro mwinshi wa bateri yumuriro wari 293.6GWh, Kwiyongera kwumwaka-mwaka-36.8%;kugurisha ibicuruzwa bya batiri byamashanyarazi byageze kuri 256.5GWh, igiteranyo cyumwaka-mwaka cyiyongereyeho 17.5%;ubushobozi bwo kwishyiriraho ingufu za bateri zamashanyarazi bwari 152.1GWh, guteranya umwaka-ku mwaka kwiyongera 38.1%;kwishyuza ibikorwa remezo byiyongereyeho miliyoni 1.442.
Dukurikije imibare yaturutse mu kigo cya Leta gishinzwe imisoro, mu gice cya mbere cy’umwaka, imodoka nshya y’ingufu z’ingufu no kugabanya imisoro y’ubwato no gusonerwa yageze kuri miliyoni 860 Yuan, umwaka ushize wiyongereyeho 41.2%;imisoro mishya yo kugura ibinyabiziga bitanga ingufu yageze kuri miliyari 49.17 yu Yu, umwaka ushize wiyongereyeho 44.1%.
Ku bijyanye no kwibuka, amakuru yaturutse mu buyobozi bwa Leta bushinzwe kugenzura amasoko yerekana ko mu gice cya mbere cy’uyu mwaka, ku bijyanye no guhamagarira amamodoka yo mu gihugu, ibyakozwe byose hamwe 80 byashyizwe mu bikorwa, birimo imodoka miliyoni 2.4746.Muri byo, ukurikije ibinyabiziga bishya by’ingufu, inganda 19 z’imodoka zashyize mu bikorwa 29 zose zisubiramo, zirimo imodoka miliyoni 1.4265, zikaba zararenze umubare w’ibinyabiziga bishya byibutsa umwaka ushize.Mu gice cya mbere cy’uyu mwaka, umubare w’ibinyabiziga bishya byongeye kwibutsa byari 58% by’umubare wongeye guhamagarwa mu gice cya mbere cy’umwaka, bingana na 60%.
Ku bijyanye no kohereza mu mahanga, amakuru yaturutse mu Ishyirahamwe ry’Abashinwa bakora inganda z’imodoka yerekana ko mu gice cya mbere cy’umwaka, igihugu cyanjye cyohereje imodoka nshya z’ingufu 534.000, umwaka ushize wiyongereyeho 1,6;amashanyarazi yamashanyarazi yohereje 56.7GWh ya bateri na 6.3GWh ya bateri zibika ingufu.
Dukurikije imibare yaturutse mu buyobozi bukuru bwa gasutamo, mu gice cya mbere cy’umwaka, ibicuruzwa byoherezwa mu mahanga “ibicuruzwa bitatu bishya” mu gihugu cyanjye, ni ukuvuga imodoka zitwara abagenzi zikoresha amashanyarazi, bateri za lithium, n’izuba, byiyongereyeho 61,6%, gutwara ubwiyongere rusange bwoherezwa mu mahanga ku gipimo cya 1.8 ku ijana, kandi inganda zicyatsi zifite imbaraga nyinshi.
Byongeye kandi, umuyoboro wa bateri (mybattery) wabaze kandi ishoramari no kwagura urwego rwose rw’inganda zikoreshwa mu gihugu mu gice cya mbere cy’umwaka, guhuriza hamwe no kugura, gushinga umusingi, gukora igeragezwa, no gushyira umukono ku masezerano.Nk’uko imibare ibigaragaza, ukurikije imibare ituzuye y’urusobe rwa batiri, mu gice cya mbere cy’umwaka, imishinga 223 yo kwagura ishoramari yashyizwe mu mibare, muri yo 182 yatangaje amafaranga y’ishoramari, hamwe n’ishoramari ryinshi arenga miliyari 937.7.Ku bijyanye no guhuriza hamwe no kugura, mu gice cya mbere cy’umwaka, usibye ibyabaye byo guhagarika ibikorwa, habaye imanza zirenga 33 zijyanye no guhuriza hamwe no kugura mu murima wa batiri ya lithium, muri zo 26 zikaba zatangaje amafaranga y’ubucuruzi, hamwe hamwe amafaranga agera kuri miliyari 17.5.Mu gice cya mbere cy’umwaka, hari imishinga 125 yo gushinga umusingi, 113 muri yo yatangaje amafaranga y’ishoramari, hamwe n’ishoramari ryarenze miliyari 521.891, naho impuzandengo y’ishoramari ingana na miliyari 4.619;Imishinga 62 yo kugerageza no gutangiza, 45 yatangaje amafaranga y’ishoramari, yose hamwe arenga miliyari 157.928, hamwe n’ishoramari rya miliyari 3.51.Ku bijyanye no gushyira umukono ku bicuruzwa, mu gice cya mbere cy’umwaka, amasosiyete y’inganda zikoresha amashanyarazi mu gihugu yakiriye ibicuruzwa 58 byose hamwe mu gihugu ndetse no hanze yacyo, cyane cyane kuri bateri ya lithium, sisitemu yo kubika ingufu hamwe n’ibicuruzwa fatizo.
Ku bijyanye n’imikorere, ukurikije imibare y’urusobe rwa batiri, amasosiyete yashyizwe ku rutonde muri bateri y’inganda nshya y’ingufu yashyize ahagaragara amakuru y’iteganyagihe mu gice cya mbere cy’umwaka, yerekana ko mu gice cya mbere cy’umwaka, imikorere ya bateri yose inganda nshya zinganda zaragabanutse cyane, kandi imbaraga zo gukura zarahagaze.Ibiranga bigaragara cyane muruganda rwa batiri: umunezero uvanze nububabare!Iterambere ridakenewe ryiyongera;amasosiyete acukura amabuye y'agaciro: kwibiza imikorere!Umubare nigiciro cyikubye kabiri kwica + inyungu zikubye kabiri;utanga ibikoresho: inkuba ikora!Igihombo kinini kinini muri lithium fer fosifate;uruganda rwibikoresho: gukuba kabiri umwaka-mwaka!Ibyagezweho mugice cya mbere cyumwaka nkumunyeshuri wambere winganda.Muri rusange, haracyari imbogamizi zinyuma zamahirwe muri bateri yinganda zinganda.Nigute ushobora kugera ikirenge mu cyibidukikije bigoye kandi inzira yiterambere rihungabana iracyakemutse.
Mu minsi mike ishize, ihuriro ry’abagenzi ryatangaje ko umubare munini w’ibicuruzwa bishya birushanwe bizashyirwa ku isoko rishya ry’ingufu mu gice cya kabiri cy’umwaka, bikaba biteganijwe ko bizazana iterambere ku isoko rishya ry’ingufu mu gice cya kabiri cya mwaka no gushyigikira kugurisha isoko muri rusange.
Ishyirahamwe ry’abagenzi riteganya ko kugurisha ibicuruzwa by’imodoka zitwara abagenzi mu buryo buke muri Nyakanga biteganijwe ko bizaba miliyoni 1.73, ukwezi ku kwezi -8,6% n’umwaka-ku -4.8%, muri byo hakaba hagurishwa ingufu nshya kugurisha ni ibice 620.000, ukwezi-ukwezi -6.8%, umwaka-ku mwaka kwiyongera kwa 27.5%, naho kwinjira byinjira hafi 35.8%.
Dufatiye ku makuru yo muri Nyakanga yashyizwe ahagaragara n’ibirango bishya by’ingufu mu ntangiriro za Kanama, ku bijyanye n’ingufu nshya zikora imodoka, muri Nyakanga, umubare w’ingabo eshanu nshya zo gukora imodoka zirenga imodoka 10,000.Kurenza kabiri;Weilai Automobile yatanze imodoka zirenga 20.000, hejuru cyane;Leap Motors yatanze imodoka 14.335;Xiaopeng Motors yatanze imodoka 11.008, igera ku ntambwe nshya y’imodoka 10,000;Nezha Motors yatanze imodoka nshya Imodoka zirenga 10,000;Skyworth Automobile yatanze imodoka nshya 3,452, igurisha imodoka zirenga 3.000 mumezi abiri yikurikiranya.
Muri icyo gihe, amasosiyete gakondo y'imodoka nayo yihutisha kwakira ingufu nshya.Muri Nyakanga, SAIC Motor yagurishije imodoka nshya 91.000 zingufu muri Nyakanga, ikomeza iterambere ryiza ukwezi-ukwezi kuva muri Mutarama kandi igera ku rwego rwo hejuru mu mwaka;Ukwezi gutera imbere kwa 45,000;Geely Automobile yagurishije ibinyabiziga bishya byingufu byageze kuri 41,014, hejuru cyane mumwaka, kwiyongera hejuru ya 28% umwaka ushize;Imodoka ya Changan yagurishije imodoka nshya zingufu muri Nyakanga yari 39.500, umwaka ushize wiyongereyeho 62.8%;Great Wall Motors yagurishije ibinyabiziga bishya bitwara ingufu 28.896, umwaka ushize wiyongereyeho 163%;igurishwa rya Celes ibinyabiziga bishya byingufu byari 6.934;Dongfeng Lantu Automobile yatanze imodoka 3,412 nshya…
Changjiang Securities yerekanye ko iterambere ry’ibinyabiziga bishya by’ingufu mu gice cya kabiri cy’umwaka biteganijwe ko birenze ibyo byari byitezwe.Duhereye ku mikorere ya terminal, ibisabwa biriho bigenda byiyongera, urwego rwibarura rumeze neza, kandi urwego rwibiciro ruhagaze neza.Mugihe gito, politiki nisoko ryisoko bizatera imbere, kandi "intambara yibiciro" izoroha.Hamwe no kuzamuka kwubukungu, ingufu nshya nibisabwa byose biteganijwe kurushaho gutera imbere;mumahanga yakomeje umusanzu witerambere-mwinshi wiyongera, kandi ibarura ryitezwe ko ryinjira mubikorwa bihamye.
Huaxi Securities yavuze ko ukurikije urwego rushya rw’inganda zikoresha ingufu z’ingufu, mu gihe gito, gusenya urwego rw’inganda zabanje byarangiye ahanini + kuzuza ibarura byatangiye + mu gihe cy’impera gakondo mu gice cya kabiri cy’umwaka, byose amahuza ateganijwe kwinjira murwego rwo kongera umusaruro.Mu gihe giciriritse kandi kirekire, kubera ko imbaraga z’ibinyabiziga bishya by’imbere mu gihugu bigenda buhoro buhoro biva ku ruhande rwa politiki bijya ku isoko, ibinyabiziga bishya by’ingufu byinjiye mu cyiciro cyo kwinjira byihuse;amashanyarazi mu mahanga afite icyemezo gisobanutse, kandi iterambere ryimodoka nshya zingufu zisi ryageze kuri resonance.
Raporo y’ubushakashatsi bw’Ubushinwa Galaxy Galaxy yavuze ko isaha yijimye yarangiye, icyifuzo cy’ingufu nshya zikoreshwa mu kongera ingufu, ndetse no gusenya urunigi rw’inganda za lithium rwarangiye.
Igihe cyo kohereza: Kanama-25-2023