Ku ya 11 Ukwakira, amakuru aheruka gushyirwa ahagaragara n’ikigo cy’ubushakashatsi cya Koreya yepfo SNE Research yerekanye ko ubushobozi bw’imashini zikoresha amashanyarazi (EV, PHEV, HEV) zanditswe ku isi kuva muri Mutarama kugeza Kanama 2023 zari hafi 429GWh, ziyongereyeho 48.9% kuri kimwe gihe cyumwaka ushize.
Urutonde rwa batiri yumuriro wamashanyarazi washyizweho kuva Mutarama kugeza Kanama 2023
Urebye amasosiyete 10 ya mbere ukurikije umubare w’amashanyarazi yatanzwe ku isi kuva muri Mutarama kugeza Kanama, amasosiyete y’Abashinwa aracyafite imyanya itandatu, ari yo CATL, BYD, Ubushinwa bushya bw’indege, Everview Lithium Energy, Guoxuan Hi-Tech na Sunwanda, umujyi mukuru The umugabane uri hejuru ya 63.1%.
By'umwihariko, kuva muri Mutarama kugeza Kanama, CATL y'Ubushinwa yashyizwe ku mwanya wa mbere n'umugabane ku isoko wa 36.9%, naho bateri yashyizwemo yiyongereyeho 54.4% umwaka ushize igera kuri 158.3GWh;Bateri ya BYD yashyizwemo yiyongereyeho 87.1% umwaka ushize kugera kuri 68.1GWh.Yakurikiranwe hafi hamwe nisoko rya 15.9%;Bateri yindege ya Zhongxin yashyizwemo yiyongereyeho 69% umwaka ushize kugera kuri 20GWh, iza kumwanya wa gatandatu hamwe nisoko rya 4.7%;Batiri Yiwei lithium yashyizwemo ingano yimodoka yiyongereyeho 142.8% umwaka-ku mwaka% kugeza kuri 9.2GWh, iza ku mwanya wa 8 hamwe n’isoko rya 2,1%;Guoxuan Hi-Tech yububiko bwa batiri yiyongereyeho 7.7% umwaka-ku mwaka igera kuri 9.1GWh, iza ku mwanya wa 9 hamwe n’isoko rya 2.1%;Batteri ya Xinwanda Umubare wimodoka yashyizweho wiyongereyeho 30.4% umwaka ushize kugera kuri 6.2GWh, biza kumwanya wa 10 hamwe nisoko rya 1.4%.Muri byo, kuva Mutarama kugeza Kanama, gusa ingano yashyizweho ya batiri Yiwei lithium yageze ku mibare itatu-mwaka-ku-mwaka.
Byongeye kandi, kuva muri Mutarama kugeza Kanama, ingano yo gushyiramo batiri y’amasosiyete atatu ya Batiri yo muri Koreya yose yerekanye iterambere, ariko umugabane w’isoko wagabanutseho amanota 1.0 ku ijana kuva mu gihe cyashize umwaka ushize ugera kuri 23.4%.LG New Energy yashyizwe ku mwanya wa 3, aho umwaka ushize yiyongereyeho 58.5%, naho imodoka yashyizweho yari 60.9GWh, hamwe n’isoko rya 14.2%.SK On na Samsung SDI bari ku mwanya wa 5 nuwa 7, hamwe na SK On yiyongereyeho 16.5% umwaka ushize.Ingano yimodoka yashizwemo 21.7GWh, hamwe nisoko rya 5.1%.Samsung SDI ya Samsung yiyongereyeho 32.4% umwaka ushize, hamwe nubunini bwa 17.6GWh, hamwe nisoko rya 4.1%.
Nka sosiyete yonyine y’Abayapani yinjiye mu icumi ba mbere, ingano y’imodoka yashyizweho na Panasonic kuva muri Mutarama kugeza Kanama yari 30.6GWh, yiyongereyeho 37.3% mu gihe kimwe n’umwaka ushize, naho isoko ryayo rikaba 7.1%.
SNE Ubushakashatsi bwasesenguye ko umuvuduko w’ubwiyongere bw’ibicuruzwa by’amashanyarazi ku isi byagabanutse vuba aha.Ibiciro by'imodoka byavuzwe nkikintu gikomeye mu gutinda, hamwe n’isoko ry’ibinyabiziga bikoresha amashanyarazi bihenze.Mu rwego rwo kugabanya igiciro cya bateri, zingana n’igiciro kinini cy’ibiciro by’imodoka zikoresha amashanyarazi, amasosiyete menshi akoresha bateri ya lithium fer fosifate irushanwa cyane kurusha bateri ya ternary.Byumvikane ko uko ikenerwa rya batiri ya lithium fer fosifate ku binyabiziga by’amashanyarazi ryiyongera, amasosiyete atatu akomeye yo muri Koreya yepfo yagiye ategura bateri zo mu rwego rwo hejuru nazo ziragenda ziyongera kugira ngo ziteze imbere bateri z’amashanyarazi yo mu rwego rwo hasi.Mu gihe ibihugu bizamura inzitizi z’ubucuruzi, nk’amategeko agenga igabanuka ry’ifaranga ry’Amerika (IRA), byabaye ingorabahizi ku masosiyete y’Abashinwa afite bateri zikomeye za fosifate ya lithium yinjira mu isoko, kandi impinduka z’umugabane ku isoko zashimishije abantu benshi.Muri icyo gihe, amasosiyete atatu akomeye ya Koreya yepfo nayo akurikiza ingamba za batiri ya lithium fer fosifate.
Byongeye kandi, ku bijyanye n’isoko ry’imbere mu gihugu, kuri uwo munsi (11 Ukwakira), ukurikije amakuru ya buri kwezi ya bateri yo kubika ingufu n’ingufu muri Nzeri 2023 yasohowe n’Ubushinwa Automotive Power Battery Industry Innovation Alliance, mu bijyanye n’ibisohoka, muri Nzeri, igihugu cyanjye cyose ingufu za batiri zibika ingufu n’ingufu Ibisohoka byari 77.4GWh, byiyongereyeho 5,6% ukwezi ku kwezi na 37.4% umwaka ushize.Muri byo, ingufu za batiri zitanga ingufu zingana na 90.3%.
Kuva muri Mutarama kugeza muri Nzeri, igihugu cyanjye cyose cyakusanyije ingufu za batiri zo kubika ingufu n’ingufu zingana na 533.7GWh, hamwe n’umusaruro wiyongereyeho 44.9% umwaka ushize.Muri byo, ingufu za batiri zitanga ingufu zingana na 92.1%.
Ku bijyanye no kugurisha, muri Nzeri, igihugu cyanjye cyagurishije ingufu zose hamwe na bateri zibika ingufu zari 71.6GWh, ukwezi ku kwezi kwiyongera 10.1%.Muri byo, igurishwa rya batiri z'amashanyarazi ryari 60.1GWh, bingana na 84.0%, ukwezi ku kwezi kwiyongera 9.2%, naho umwaka ushize kwiyongera 29.3%;kugurisha ingufu za batiri kugurisha byari 11.5GWh, bingana na 16.0%, ukwezi-ukwezi kwiyongera 15.0%.
Kuva muri Mutarama kugeza muri Nzeri, igihugu cyanjye cyose cyagurishije ingufu za batiri zo kubika ingufu na 482.6GWh.Muri byo, igiteranyo cyo kugurisha cya batiri z'amashanyarazi cyari 425.0GWh, bingana na 88.0%, hamwe n'ubwiyongere bw'umwaka ku mwaka bwiyongereyeho 15.7%;igurishwa rya bateri zibika ingufu zari 57.6GWh, zingana na 12.0%.
Ku bijyanye n’ibyoherezwa mu mahanga, muri Nzeri, igihugu cyanjye cyohereje ingufu zose hamwe na batiri zo kubika ingufu zari 13.3GWh.Muri byo, ibicuruzwa byoherezwa mu mahanga bya batiri by’amashanyarazi byari 11.0GWh, bingana na 82.9%, ukwezi ku kwezi kwiyongera 3.8%, naho umwaka ushize kwiyongera 50.5%.Ibicuruzwa byoherezwa mu mahanga bya batiri bibika ingufu byari 2.3GWh, bingana na 17.1%, ukwezi ku kwezi kwiyongera 23.3%.
Kuva muri Mutarama kugeza muri Nzeri, igihugu cyanjye cyohereza ingufu za batiri zo kubika ingufu n’ingufu zageze kuri 101.2GWh.Muri byo, ibicuruzwa byoherejwe mu mahanga byoherejwe na batiri y’amashanyarazi byari 89.8GWh, bingana na 88.7%, hamwe n’umwaka ushize wiyongereyeho 120.4%;ibicuruzwa byoherezwa mu mahanga byo kugurisha ingufu za batiri byari 11.4GWh, bingana na 11.3%.
Ku bijyanye no kwishyiriraho ibinyabiziga, muri Nzeri, bateri y’amashanyarazi y’igihugu cyanjye yashyizeho ingano y’imodoka yari 36.4GWh, umwaka ushize wiyongereyeho 15.1% naho ukwezi ku kwezi kwiyongera 4.4%.Muri byo, ingano ya bateri ya ternary yari 12.2GWh, ihwanye na 33,6% yubunini bwuzuye bwashyizweho, umwaka-mwaka wiyongereyeho 9.1%, naho ukwezi-ukwezi kwiyongera 13.2%;ingano yashyizweho ya batiri ya lithium fer fosifate yari 24.2GWh, bingana na 66.4% yubunini bwose bwashyizweho, umwaka-mwaka wiyongereyeho 18,6%, naho ukwezi-ukwezi kwiyongera 18.6%.Kwiyongera kwa 0,6%.
Kuva muri Mutarama kugeza muri Nzeri, umubare w’amashanyarazi yashyizwe mu gihugu cyanjye wari 255.7GWh, umubare w’umwaka ushize wiyongereyeho 32.0%.Muri byo, ingano yububiko bwa batteri ya ternary ni 81.6GWh, bingana na 31.9% yubunini bwuzuye bwashyizweho, hamwe n’ubwiyongere bw'umwaka ku mwaka bwiyongereyeho 5.7%;ingano yububiko bwa batiri ya lithium fer fosifate ni 173.8GWh, bingana na 68.0% yubunini bwose bwashyizweho, hamwe numubare wumwaka-mwaka wiyongereyeho 49.4%.
Muri Nzeri, amasosiyete 33 ya batiri y’amashanyarazi mu isoko ry’imodoka nshya y’igihugu cyanjye yageze ku nkunga yo gushyiraho ibinyabiziga, 3 bikaba bitarenze igihe cyashize umwaka ushize.Amashanyarazi yashyizwemo ingufu za 3 za mbere, 5 za mbere, n’amasosiyete 10 ya mbere y’amashanyarazi yari 27.8GWh, 31.2GWh, na 35.5GWh, bingana na 76.5%, 85,6%, na 97.5% yubushobozi bwose bwashyizweho.
Isosiyete 15 ya batiri yingufu zo murugo mubijyanye nubunini bwimodoka muri Nzeri
Muri Nzeri, amasosiyete cumi na atanu ya mbere y’amashanyarazi akoreshwa mu gihugu ukurikije ingano y’imodoka yashyizweho ni: CATL (14.35GWh, ihwanye na 39.41%), BYD (9.83GWh, ihwanye na 27%), Ubushinwa bushya bw’indege (3.66GWh, bingana na 10.06 %)) , bingana na 3.52%) bingana na 2.73%), Xinwangda (0.89GWh, bangana na 2,43%), Zhengli Ingufu nshya (0,68GWh, zingana na 1.87%), Ikoranabuhanga rya Funeng (0.49GWh, rifite 1,35%), Ruipu Lanjun . ) 0.03GWh, bingana na 0.09%).
Kuva muri Mutarama kugeza muri Nzeri, amasosiyete 49 y’amashanyarazi akoreshwa mu isoko ry’imodoka nshya y’igihugu cyanjye yageze ku nkunga yo gushyiraho ibinyabiziga, kimwe kirenze icyo gihe cyashize umwaka ushize.Amashanyarazi yashyizwemo ingufu za 3 za mbere, 5 za mbere, hamwe n’amasosiyete 10 ya mbere y’amashanyarazi yari 206.1GWh, 227.1GWh na 249.2GWh, bingana na 80,6%, 88.8% na 97.5% yubushobozi bwose bwashyizweho.
Amasosiyete 15 yambere ya batiri yingufu zo murugo mubijyanye nubunini bwimodoka kuva Mutarama kugeza Nzeri
Kuva muri Mutarama kugeza muri Nzeri, amasosiyete 15 ya mbere y’amashanyarazi akoreshwa mu gihugu mu bijyanye n’ubunini bw’ibinyabiziga yashyizwemo ni: CATL (109.3GWh, ihwanye na 42,75%), BYD (74GWh, ihwanye na 28.94%), Ubushinwa bushya bw’indege (22.81GWh, bingana na 22 Ingufu nshya (5.26GWh, zibarirwa kuri 2,06%), Ingufu za Honeycomb (4.41GWh, zingana na 1.73%), Ikoranabuhanga rya Funeng (3.33GWh, rifite 1,3%), Zhengli Ingufu nshya (3.22GWh, zingana na 1.26%), Ruipu Lanjun (2.43GWh, ihwanye na 0,95%), Polyfluorocarbon (1.17GWh, ihwanye na 0.46%), Amashanyarazi (0.82GWh, angana na 0.32%), Lishen (0.27GWh, angana na 0.11%), SK (0.23 GWh, bingana na 0,09%).
Igihe cyo kohereza: Ukwakira-12-2023