Hamwe n'ikurwaho ry'inkunga ya Leta hamwe n'iseswa ry'inkunga zaho, imodoka nshya z'ingufu, zariyongereye, zikanda buto yo guhagarika iterambere ku nshuro ya mbere muri Nyakanga uyu mwaka, kandi mu mezi abiri yakurikiyeho, igurisha ryagabanutse buri gihe.
Amakuru y’umusaruro n’igurisha yashyizwe ahagaragara n’ishyirahamwe ry’abashinwa bakora inganda z’imodoka yerekana ko kuva muri Nyakanga kugeza muri Nzeri 2019, kugurisha ibinyabiziga bishya by’ingufu byari 80.000, 85.000 na 80.000, byagabanutseho 4.8%, 15.8% na 33.9% buri mwaka.
Ingaruka zo kugabanuka kw'igurisha ry'imodoka nshya z'ingufu, inganda za batiri z'amashanyarazi, arizo “umutima” w'imodoka nshya zifite ingufu, zagize ingaruka nyinshi.Dukurikije amakuru aheruka gutangazwa n’Ubushinwa bw’amashanyarazi y’amashanyarazi mu Bushinwa, muri Nzeri uyu mwaka, ingufu z’amashanyarazi mu gihugu cyanjye zashyizeho ingufu za 4.0GWh, umwaka ushize ugabanuka 30.9%.
Twakwibutsa ko ingaruka zo kugabanuka kwinkunga no kugabanuka kugurisha atari ukugabanuka kwubushobozi bwashyizweho gusa, ahubwo ni n’igitutu gikomeye ku mibereho y’amasosiyete akoresha amashanyarazi akomoka hejuru.Nkuko Mo Ke, umusesenguzi mukuru w’ubushakashatsi bwa True Lithium yabivuze, yagize ingaruka ku igabanuka ry’inkunga, amarushanwa mu nganda zikoresha amashanyarazi azarushaho gukomera muri 2019.
Yagaragaje ko hamwe n’igabanuka rikabije ry’inkunga, amasosiyete y’imodoka azagabanya ibiciro ku bakora bateri, kandi inyungu z’abakora batiri zizagabanuka;icya kabiri, igihe cya konte gishobora kwiyongera, kandi bizagora ibigo bifite imbaraga zamafaranga zidafite inkunga yo gushyigikira ibinyabiziga byamashanyarazi mumahanga.Hano ku isoko hari abakora bateri bane cyangwa batanu gusa, kandi isoko ryimbere mu gihugu amaherezo rizasa, hasigaye ibigo bigera ku 10 gusa.
Muri ibi bidukikije, ni ubuhe buryo bwo kubaho bwa sosiyete ikora amashanyarazi?Turashobora gushobora kubona incamake yibi biva muri raporo yigihembwe cya gatatu cyashyizwe ahagaragara namasosiyete menshi ya batiri yamashanyarazi.
CATL: Inyungu yagabanutseho 7.2% umwaka-ku mwaka mu gihembwe cya gatatu
Vuba aha, CATL (300750, Stock Bar) yatangaje ibyavuye mu gihembwe cya gatatu cya 2019. Raporo y’imari yerekana ko mu gihembwe cya mbere, CATL yinjije miliyari 32.856 y’amayero, umwaka ushize wiyongereyeho 71.7%;inyungu nyayo yitirirwa abanyamigabane yari miliyari 3.464 yu Yuan, umwaka ushize wiyongereyeho 45,65%.
Ugereranije n'igice cya mbere cy'uyu mwaka, CATL yinjije igihembwe kimwe no kwiyongera k'inyungu byagabanutse mu gihembwe cya gatatu.Raporo y’imari yerekana ko mu gihembwe cya gatatu cy’uyu mwaka, amafaranga CATL yinjije angana na miliyari 12.592 yu mwaka, umwaka ushize wiyongereyeho 28.8%;inyungu nyungu yitirirwa abanyamigabane yari miliyari 1.362 yu Yuuu, umwaka ushize wagabanutseho 7.2%, naho inyungu zivuye nyuma yo kudacibwa zagabanutseho 11.01% umwaka ushize.
Ningde Times yavuze ko impamvu nyamukuru yatumye umwaka-mwaka wiyongera mu mikorere y’isosiyete mu gihembwe cya mbere ari uko hamwe n’iterambere ryihuse ry’inganda nshya z’imodoka z’ingufu, isoko ry’amashanyarazi ryiyongera ugereranije n’icyo gihe kimwe umwaka ushize;isosiyete yashimangiye iterambere ry’isoko, ishora imari hakiri kare kugirango irekure ubushobozi bwo gukora insinga, kandi ikora kandi igurishwa uko bikwiye.kuzamura.
Igihembwe cya gatatu imikorere yagabanutse umwaka-ku-mwaka.CATL yavuze ko byatewe no kugabanuka kw'ibiciro byo kugurisha ku bicuruzwa bimwe na bimwe no kugabanuka kw'inyungu rusange.Hamwe no kwiyongera kwishoramari R&D n’amafaranga yakoreshejwe mu gihembwe cya gatatu, igipimo cy’amafaranga yinjira cyiyongereye.
Guoxuan Hi-Tech: Inyungu yagabanutseho 12.25% mu gihembwe cya mbere
Ku ya 29 Ukwakira, Guoxuan High-Tech (002074, Stock Bar) yasohoye raporo y’igihembwe cya gatatu cy’umwaka wa 2019, igera ku bikorwa byinjiza miliyari 1.545 yu mwaka, umwaka ushize wiyongereyeho 3,68%;inyungu nyayo yitirirwa abanyamigabane b'amasosiyete yashyizwe ku rutonde yari miliyoni 227 Yuan, umwaka ushize wiyongereyeho 17.22%;Inyungu nziza yitirirwa abanyamigabane b’amasosiyete yashyizwe ku rutonde, usibye inyungu n’igihombo kidasubirwaho, yari miliyoni 117 Yuan, umwaka ushize ugabanuka 14.13%;amafaranga y'ibanze ku mugabane yari 0,20.
Mu gihembwe cya mbere, amafaranga yinjiza yari miliyari 5.152 yu Yuan, umwaka ushize wiyongereyeho 25,75%;inyungu nyayo yitirirwa abanyamigabane b'amasosiyete yashyizwe ku rutonde yari miliyoni 578 Yuan, umwaka ushize wagabanutseho 12.25%;inyungu nyungu yitirirwa abanyamigabane b'amasosiyete yashyizwe ku rutonde usibye inyungu n'ibihombo bidasubirwaho byari miliyoni 409., umwaka-ku mwaka kwiyongera kwa 2.02%;amafaranga y'ibanze ku mugabane yari 0.51.
DOF: Inyungu nziza yagabanutseho 62% umwaka-ku mwaka mu gihembwe cya gatatu
Vuba aha, raporo yigihembwe cya gatatu cyumwaka wa 2019 yashyizwe ahagaragara na Duofludo (002407, Stock Bar) yerekanye ko mugihembwe cya mbere cyambere cyuyu mwaka, isosiyete yinjije amafaranga yinjiza yose hamwe angana na miliyari 2.949 yu mwaka, umwaka ushize wiyongera 10.44%, n'inyungu rusange yitirirwa abanyamigabane b'ibigo byashyizwe ku rutonde ni miliyoni 97.6393 Yuan, umwaka ushize wiyongereyeho miliyoni 97.6393.Yagabanutseho 42.1%, kandi kugabanuka kwagutse ugereranije nigihe kimwe cyumwaka ushize.
Muri byo, amafaranga sosiyete yinjije mu gihembwe cya gatatu yari hafi miliyari 1.0, yiyongereyeho 2,1% ugereranije n’icyo gihe cyashize umwaka ushize;inyungu y’isosiyete yari hafi miliyoni 14 Yuan, igabanuka rikabije rya 62% ugereranije n’icyo gihe cyashize umwaka ushize.Inyungu nziza yagabanutse mu gihembwe 6 gikurikiranye.
Duofudo avuga ko inyungu y’isosiyete mu mwaka wa 2019 izaba iri hagati ya miliyoni 13 na miliyoni 19.5, igabanuka rya 70.42% -80.28%.Umwaka ushize inyungu zunguka zari miliyoni 65.9134.
Dofluoro muri raporo y’imari yavuze ko impamvu nyamukuru yatumye igabanuka ry’inyungu ari ukudindiza inyungu z’ibicuruzwa by’umunyu wa fluor ndetse n’ibyago byiyongera kuri konti z’imodoka nshya zishobora kwishyurwa.Raporo yerekana ko konti za Duofuo zishobora kwishyurwa zageze kuri miliyari 1,3 mu gihembwe cya mbere.
Xinwangda: Inyungu nziza mu gihembwe cya gatatu yiyongereyeho 31.24% umwaka ushize ku mwaka igera kuri miliyoni 273
Raporo y’imari y’igihembwe cya gatatu cya Xinwanda muri 2019 yerekana ko kuva muri Nyakanga kugeza muri Nzeri uyu mwaka, Xinwanda (300207, Stock Bar) yinjije amafaranga y’amafaranga angana na miliyari 6.883, yiyongereyeho 23,94% mu gihe kimwe n’umwaka ushize;inyungu zunguka zari miliyoni 273, ziyongereyeho 31.24% mugihe kimwe cyumwaka ushize..
Kuva muri Mutarama kugeza muri Nzeri, Xinwangda yinjije amafaranga angana na miliyari 17.739 z'amafaranga y'u Rwanda, yiyongereyeho 35.36% mu gihe kimwe cy'umwaka ushize;inyungu nyungu yari miliyoni 502 Yuan, yiyongereyeho 16.99% mugihe kimwe cyumwaka ushize.
Sunwanda yavuze ko kwiyongera kwinjiza amafaranga mu gihembwe bitatu bya mbere byatewe ahanini no kwiyongera kw'ibicuruzwa by'abakiriya ugereranije n'icyo gihe cyashize umwaka ushize.Muri icyo gihe, amafaranga yo gukora, imicungire yo kugurisha nandi mafaranga nayo yariyongereye.Twabibutsa ko kuva muri Mutarama kugeza muri Nzeri uyu mwaka, amafaranga R&D yakoreshejwe na Sunwanda yose hamwe angana na miliyari 1.007, yiyongereyeho 61.23% mu gihe kimwe n’umwaka ushize.
Muri Nzeri uyu mwaka, Sunwanda yashyizwe mu bateri batanu ba mbere b’amashanyarazi, iza ku mwanya wa CATL, BYD, AVIC Lithium Battery na Guoxuan High-Tech, igera ku ntera ishimishije ku mwaka ku mwaka 2329.11%.Kuva muri Mutarama kugeza muri Nzeri, ubushobozi bwayo bwashyizwemo ingufu za bateri z'amashanyarazi bwageze kuri 424.35MWh.
Ingufu za Yiwei Lithium: Mu gihembwe cya gatatu, yiyongereyeho 199.23% umwaka ushize ku mwaka igera kuri miliyoni 658.
Vuba aha, Yiwei Lithium Energy (300014, Stock Bar) yashyize ahagaragara raporo y’igihembwe cya gatatu cy’umwaka wa 2019. Raporo igaragaza ko mu gihembwe cya gatatu cya 2019, isosiyete yinjije amafaranga yinjiza angana na miliyari 2,047 y’amayero, umwaka ushize wiyongereyeho 81,94% ;inyungu nyungu yitirirwa abanyamigabane ba societe yanditse kurutonde rwa miliyoni 658 Yuan, umwaka-mwaka wiyongereyeho 199.23%.
Mu gihembwe cya mbere, isosiyete yinjije miliyari 4.577 z'amafaranga yinjira mu bikorwa, umwaka ushize wiyongereyeho 52,12%;inyungu zunguka zingana na miliyari 1.159, umwaka ushize wiyongereyeho 205.94%;n'inyungu ku mugabane wa 1.26.
Yiwei Lithium Energy yavuze muri raporo y’imari ko ubwiyongere bukabije bw’inyungu mu gihe cya raporo bwatewe n’impamvu zikurikira: demand Icyifuzo cya batiri y'ibanze ya lithium na SPC kuri ETC na metero zifite ubwenge cyarenze, ibicuruzwa byikubye kabiri, inyungu rusange y’ibicuruzwa margin yiyongereye, kandi inyungu nziza ifite iterambere ryinshi;Battery Litiyumu-ion ntoya ya batiri ikora neza, kandi inyungu yarushijeho kwiyongera;Release Kurekura kuri gahunda yubushobozi bwa batiri yumuriro byateje imbere imikorere ninyungu;Performance Imikorere yisosiyete ikorana na McQuay yiyongereye.
Kugeza ubu, ingufu za batiri ya lithium ya Yiwei ni 11GWh, harimo 4.5GWh ya batiri ya litiro ya litiro ya litiro, 3.5GWh ya bateri ya tariyeri, 1.5GWh ya bateri ya kare, na 1.5GWh ya bateri yuzuye yuzuye.Dukurikije imibare yatanzwe n’ishami rishinzwe amashanyarazi ya Batiri, kuva muri Mutarama kugeza muri Nzeri 2019, ingufu za Yiwei Lithium zageze kuri 907.33MWh zose z’amashanyarazi zashyizweho, umwaka ushize wiyongereyeho 48.78%, bingana na 2,15% by’imbere mu gihugu cyose ubushobozi bwashyizweho mugihe kimwe, biza kumwanya wa gatanu muruganda.
Ingufu za Penghui: Inyungu mu gihembwe cya gatatu yiyongereyeho 17.52% umwaka ushize ku mwaka igera kuri miliyoni 134
Raporo y’igihembwe cya gatatu cya Penghui Energy yerekana ko mu gihe cyo gutanga raporo, isosiyete yinjije amafaranga y’amafaranga angana na miliyari 1.049, umwaka ushize wiyongereyeho 29.73%;inyungu nyayo yitirirwa abanyamigabane b'amasosiyete yashyizwe ku rutonde yari miliyoni 134 Yuan, umwaka ushize wiyongereyeho 17.52%;Inyungu nziza nyuma yo gukuramo inyungu n’igihombo kidasubirwaho ni miliyoni 127 Yuan, umwaka ushize wiyongereyeho 14.43%;amafaranga y'ibanze ku mugabane yari 0.47.
Mu gihembwe bitatu bya mbere, Ingufu za Penghui (300438, Stock Bar) yinjije amafaranga yinjiza yose hamwe angana na miliyari 2.495, umwaka ushize wiyongereyeho 40.94%;inyungu nyayo yitirirwa abanyamigabane b’amasosiyete yashyizwe ku rutonde yari miliyoni 270 Yuan, umwaka ushize wiyongereyeho 0.27%;ukuyemo inyungu itari iy'inyungu ziva mu nyungu n'ibihombo byagarutsweho ni miliyoni 256 Yuan, umwaka ushize wiyongereyeho 18.28%;amafaranga y'ibanze ku mugabane yari 0,96.
Igihe cyo kohereza: Ukuboza-18-2023