CATL yatangaje nyuma y’isoko rirangiye ko isosiyete iteganya gushora imari muri Hongiriya Era umushinga mushya w’inganda zikoresha ingufu za batiri i Debrecen, muri Hongiriya, hamwe n’ishoramari ryose ritarenga miliyari 7.34 z'amayero (ahwanye na miliyari 50.9).Ibirimo byubaka ni 100GWh yumuriro wa batiri ya sisitemu.Biteganijwe ko igihe cyo kubaka cyose kitarenze amezi 64, kandi inyubako ya mbere y’uruganda izubakwa mu 2022 nyuma yo kubona ibyemezo byemewe.
Ku bijyanye n’uko CATL (300750) yahisemo kubaka uruganda muri Hongiriya, umuntu ubishinzwe ushinzwe iyi sosiyete aherutse kubwira abanyamakuru ba Associated Press ko inganda zaho zifite ibikoresho byiza bifasha kandi ko byoroshye kugura ibikoresho fatizo bya batiri.Iherereye kandi rwagati mu Burayi kandi yakusanyije amasosiyete menshi y’imodoka, yorohereza CATL mu gihe gikwiye.Subiza ibyo umukiriya akeneye.Ibidukikije byiza byumujyi byanatanze ubufasha bukomeye bwiterambere mu ishoramari rya CATL no kubaka inganda muri Hongiriya.
Nk’uko amakuru aheruka gusohoka kuri konti rusange ya CATL WeChat abitangaza ngo ikigo cy’inganda giherereye muri parike y’inganda y’amajyepfo ya Debrecen, umujyi uri mu burasirazuba bwa Hongiriya, gifite ubuso bwa hegitari 221.Yegereye OEM ya Mercedes-Benz, BMW, Stellantis, Volkswagen nabandi bakiriya.Izakora imodoka zi Burayi.Ababikora bakora selile ya batiri nibicuruzwa bya module.Byongeye kandi, Mercedes-Benz niyo izaba uruganda rwa mbere kandi runini ku ruganda rwambere.
Uru kandi ni uruganda rwa kabiri rwubatswe na CATL mu Burayi nyuma y'uruganda mu Budage.Byumvikane ko Ningde Times kuri ubu ifite ibigo icumi byingenzi by’umusaruro ku isi, kandi hari mu mahanga gusa muri Thuringia, mu Budage.Uru ruganda rwatangiye kubakwa ku ya 18 Ukwakira 2019, ruteganijwe kuzatanga umusaruro wa 14GWh.Yabonye uruhushya rwo gukora bateri 8GWH.Kugeza ubu, Ari murwego rwo kwishyiriraho ibikoresho kandi icyiciro cya mbere cya bateri kizatangira umurongo wibyakozwe mbere yimpera za 2022.
Dukurikije imibare ya buri kwezi yashyizwe ahagaragara n’ubushinwa bw’amashanyarazi y’amashanyarazi mu Bushinwa ku ya 11 Kanama, ingufu za batiri zose zashyizwe mu gihugu zageze kuri 24.2GWh muri Nyakanga, umwaka ushize wiyongereyeho 114.2%.Muri byo, CATL iri ku mwanya wa mbere mu masosiyete akoresha ingufu za batiri mu gihugu mu bijyanye n’ubunini bw’ibinyabiziga byashyizweho, hamwe n’imodoka zashyizweho zigeze kuri 63.91GWh kuva Mutarama kugeza Nyakanga, hamwe n’isoko rya 47.59%.BYD yashyizwe ku mwanya wa kabiri n'umugabane ku isoko wa 22.25%.
Dukurikije imibare yaturutse mu kigo cy’ubushakashatsi bw’inganda (GGII), biteganijwe ko umusaruro w’ibinyabiziga bishya by’imbere mu gihugu biteganijwe ko uzagera kuri miliyoni 6 mu 2022, ibyo bikaba bizatuma ibicuruzwa bitwara amashanyarazi birenga 450GWh;kwisi yose ibinyabiziga bitanga ingufu ninganda bizarenga miliyoni 8.5, bizatwara ibicuruzwa byamashanyarazi.Hamwe nibisabwa birenga 650GWh, Ubushinwa buzakomeza kuba isoko rya batiri nini ku isi;ugereranyije, GGII iteganya ko ibicuruzwa bitwara amashanyarazi ku isi bizagera kuri 1.550GWh muri 2025, bikaba biteganijwe ko bizagera kuri 3.000GWh muri 2030.
Raporo y’ubushakashatsi yakozwe na Yingda Securities ku ya 24 Kamena, CATL yohereje ibirindiro 10 by’umusaruro ku isi kandi ifite imishinga ihuriweho n’amasosiyete y’imodoka kugira ngo itange umusaruro wose uteganijwe kurenga 670GWh.Hamwe n’ikigo cya Guizhou, ikigo cya Xiamen n’abandi batangiye kubaka umwe umwe, biteganijwe ko umusaruro uzarenga 400Gwh mu mpera za 2022, kandi ubushobozi bwo kohereza buri mwaka buzarenga 300GWh.
Hashingiwe ku iteganyagihe rya batiri ya lithium ikenerwa n’ikwirakwizwa ry’imodoka nshya y’ingufu ku isi ndetse n’isoko ryo kubika ingufu, Yingda Securities ivuga ko ibicuruzwa bya CATL byoherejwe ku isi bifite 30% ku isoko.Biteganijwe ko kugurisha batiri ya CATL muri 2022-2024 bizagera kuri 280GWh / 473GWh./ 590GWh, muri byo kugurisha ingufu za batiri ni 244GWh / 423GWh / 525GWh.
Iyo itangwa ry'ibikoresho fatizo ritangiye nyuma ya 2023, ibiciro bya batiri bizahinduka inyuma.Biteganijwe ko igiciro cyo kugurisha ingufu za batiri zo kubika ingufu n’ingufu kuva 2022 kugeza 2024 bizaba 0.9 Yuan / Wh, 0,85 Yuan / Wh, na 0.82 Yuan / Wh.Amafaranga yinjira muri bateri y’amashanyarazi azaba miliyari 220.357, miliyari 359.722, na miliyari 431.181.Umubare ni 73.9% / 78.7% / 78.8%.Biteganijwe ko umuvuduko w’amafaranga yinjira muri batiri y’amashanyarazi uzagera kuri 140% muri uyu mwaka, kandi umuvuduko w’ubwiyongere uzatangira kugabanuka mu myaka 23-24.
Abantu bamwe mu nganda bemeza ko kuri ubu CATL iri "igitutu kinini."Urebye ubushobozi bwashizweho bwonyine, CATL iracyafite "umwanya wambere" mumashanyarazi ya batiri yo murugo hamwe ninyungu nini.Ariko, iyo turebye umugabane wisoko, Birasa nkaho ibyiza byayo bigenda bigabanuka buhoro buhoro.
Amakuru afatika yerekana ko mu gice cya mbere cya 2022, nubwo CATL yageze ku isoko rya 47.57%, yagabanutseho 1.53pct ugereranije na 49,10% mugihe kimwe cyumwaka ushize.Ku rundi ruhande, BYD (002594) na Sino-Singapore Airlines bifite isoko rya 47.57%.Kuva kuri 14.60% na 6.90% mugihe kimwe cyumwaka ushize, bariyongereye bagera kuri 21.59% na 7.58% mugice cyambere cyuyu mwaka.
Byongeye kandi, CATL yari mu gihirahiro cyo "kongera amafaranga nta kongera inyungu" mu gihembwe cya mbere cy'uyu mwaka.Inyungu rusange mu gihembwe cya mbere cy'uyu mwaka yari miliyari 1.493 Yuan, umwaka ushize wagabanutseho 23,62%.Ni ku nshuro ya mbere CATL yashyizwe ku rutonde kuva yashyizwe ku rutonde muri Kamena 2018., igihembwe cya mbere aho inyungu zagabanutse ku mwaka ku mwaka, naho inyungu rusange ikamanuka ikagera kuri 14.48%, igabanuka rishya mu myaka 2.
Igihe cyo kohereza: Ugushyingo-09-2023