Them lithium roj teeb rov ua dua tshiab, tom ntej no tab tom yuav tawg!

ଲେଖକ: ଆଇଫ୍ଲୋପାୱାର - Mpamatsy tobin-jiro portable

Nyob rau hauv 2017, lub tsheb tshiab lub zog tau sau 794,000, 7.77 lab, nrog rau ib lub xyoo nce ntawm 53.8% thiab 53.

3%, feem. Txij lub Ib Hlis mus txog Lub Yim Hli, 2018, tag nrho cov khoom muag ntawm lub zog tshiab yog 601,000, nce 88.0% xyoo-rau-xyoo.

Nws cia siab tias lub zog tshiab lub tsheb muag yuav tshaj 1 lab units hauv 2018. Xyoo 2009, kuv lub tebchaws tau tshaj tawm ntau txhiab txoj haujlwm los txhawb lub zog tshiab, 2009-201, txhawb nqa 17,000 lub zog tshiab. Tom qab xyoo 2013, lub zog tshiab tsheb tau nkag mus rau qhov kev txhawb nqa loj thiab kev thov rau theem.

Raws li lub Rau Hli 2018, cov khoom tsim tawm tau nce mus txog 2.22 lab, suav txog ze li 50% ntawm tag nrho lub ntiaj teb kev tsim khoom. kuv lub teb chaws tau dhau los ua tus thawj ntawm New Energy Automobile Life and Sale.

kuv lub teb chaws lub zog tshiab tsheb yog qhov tseem ceeb rau kev siv hluav taws xob ntshiab, yog li lub zog hluav taws xob lithium roj teeb tau dhau los ua kev txhawj xeeb ntawm tsoomfwv. Thaum Lub Xya Hli 25, 2018, Ministry of Industry thiab Information Technology, thiab lwm yam, Ministry of Industry thiab Information Technology, ua haujlwm tsav tsheb ntawm lub zog tshiab lub zog cia roj teeb, qhov teeb meem ntawm lithium-ion roj teeb rov ua lag luam, qhov no dynamic lithium roj teeb rov siv tau ua haujlwm, yuav txhawb kev lag luam nrawm thiab txhim kho lub zog Lithium roj teeb rov qab.

Nrog rau kev muag khoom muaj zog ntawm lub zog tshiab, lub zog hluav taws xob lithium yuav tsum qhib qhov chaw loj hlob. Raws li cov ntaub ntawv kwv yees, nws xav tias kuv lub teb chaws dynamic lithium-hluav taws xob xav tau yog 28.21GWh, 36.

44 gWh, 47.48 gWh, 69.82 GWh, 47.

48GWH, 69.82GWh, thiab 100.94GWh, 2017-2020, raws li, los ntawm 29.

17%, 30.30%, 47.05% thiab 44.

57%. Ib feem ntawm lub roj teeb no yuav tsum muaj 5-7 xyoo ntawm kev pabcuam lub neej, thiab txoj kev npaj yuav nkag mus rau lub sijhawm so haujlwm ntawm 2018-12025. Yog li ntawd, 2018 lub zog lithium roj teeb rov ua lag luam tau nce siab hauv peb lub xyoos tom ntej.

Qhov loj ntawm lub roj teeb rov qab yuav ncav cuag 6.5 billion yuan hauv xyoo 2020, suav nrog txog 4.1 billion, qhov ntsuas ntawm kev ua lag luam, thiab kev lag luam loj ntawm 2.

4 billion yuan. Los ntawm 2023, qhov ntsuas ntawm kev ua lag luam yuav ncav cuag 15 billion yuan, ntawm qhov kev lag luam loj ntawm cov kauj ruam yog kwv yees li 5.7 billion yuan, thiab cov khoom siv rov siv dua tshiab yog li 9.

3 billion yuan. Tag nrho cov nyiaj maj maj mus rau lub tuam txhab lithium-ion roj teeb rov ua dua tshiab, ua ntej, 2018, cov kev lag luam cuam tshuam feem ntau, maj nrawm rau kev teeb tsa ntawm lithium-ion roj teeb rov ua lag luam, suav nrog cov tuam txhab tsheb, cov tuam txhab roj teeb lithium, cov khoom siv roj teeb, thiab lwm yam. 1, Lub Peb Hlis 23, 2018, Shengyu Mining (600711) tshaj tawm tias lub tuam txhab npaj siab yuav 100% kev ncaj ncees, tau txais Zhuhai Cohixin Hlau Khoom Co.

, Ltd. Tus nqi yog 13 npaug. 2, Lub Peb Hlis 14, 2018 xov xwm, Jilin Jien Nickel Kev Lag Luam tshaj tawm tias nws lub tuam txhab San Ji En International Investment Co.

, Ltd. npaj siab tuav lub North American lithium kev lag luam 36.59 lab kev ncaj ncees, Hloov mus rau CATL (300750), lub tuam txhab era; Jiangxi Longnan Kingtai Lub Tsev cobalt kev lag luam 98% kev ncaj ncees, tsim lub lithium-ion roj teeb rov qab kev lag luam kaw lub voj.

4, Lub yim hli ntuj 31, 2017, Nagawa shares (300198) tshaj tawm hais tias cov tswj Quanzhou Jiyuan Nagawa Tshiab Zog Kev Lag Luam Koom Tes Tuam Txhab tau txais Xingheng fais fab mov nrog tus nqi ntawm 1.864 billion yuan (thawj lub hwj chim hauv Suav teb Lub neej thib ob ntawm lithium-ion roj teeb thiab lub yim hli ntuj 25, 60% 615; 615%; 615%; Guoxuan Quanke (002074) tshaj tawm tias cov ntawv tshaj tawm thiab Lanzhou Jinchuan tau pab nyiaj 50 lab yuan hauv Anhui, Gansu tsim Ob lub tuam txhab lithium roj teeb cov khoom siv siv tshuab siv hluav taws xob, kev tsim hluav taws xob lithium roj teeb rov ua haujlwm ntau lawm kab; Zhangzhou Cold Rui Tshiab Zog Technology Co.

, Ltd., tsim lub lithium-ion roj teeb pov tseg rov ua dua tshiab thiab ntub smelting ntau lawm kab; 7, Lub Yim Hli 10, 2017, Xiamen Tungsten (600549) tau tshaj tawm cov lus tshaj tawm, tawm tswv yim rau Zhangzhou Hao Peng (lub tuam txhab tshwj xeeb hauv ob qho kev rov ua dua tshiab thiab ua cov khoom siv roj teeb thib ob yog 78.8487 lab yuan.

Tom qab kev nce peev, lub tuam txhab yuav tuav 47% ntawm cov ceg txheem ntseeg hauv Zhangzhou, ua thawj tus tswv lag luam loj; 8, Lub Yim Hli 2, 2017, Greenmeal (002340) tshaj tawm tias cov lus piav qhia ntawm 900 lab yuan rau tag nrho cov koom nrog Greenmeal New Materials Co., Ltd., ntxiv zog lithium roj teeb rov ua dua thiab cov khoom siv raw cov khoom siv rov ua lag luam; 9 Lub Kaum Ib Hlis 2017, Nandu Power Supply (300068) tshaj tawm tias nws tau thov kom tsim kom muaj peev txheej ntawm 100 lab yuan Tuam txhab Anhui Nandu Tuam Tshoj Platinum Tshiab Khoom Siv Technology Co.

, Ltd., launched lithium-hluav taws xob recycling thiab tshiab khoom lag luam; 10, Lub Plaub Hlis 5, 2017, Huayou Cobalt Kev Lag Luam (603799) tau tshaj tawm tsab ntawv ceeb toom, thov kom tau South Kauslim TMC (Regenerated Hlau Raw Material Processing Company) 70% ntawm qhov sib npaug, qhov sib npaug ntawm cov nqi sib pauv no yog kwv yees li 111 lab yuan. Raws li kev txheeb cais, M <000000> Ib rooj plaub ntawm lithium-ion roj teeb tau nce los ntawm 17 xyoo 2013 txog 53 hauv 2016.

Tus nqi ntawm M <000000> A yog 1.758 billion, nce mus rau 28.6 billion hauv 2016.

Nyob rau hauv 2017, muaj 35 lithium-ion roj teeb mergers thiab nrhiav tau tej yaam num koom nrog hauv cov tuam txhab teev npe. 34 ntawm lawv yog ntau tshaj 46.5 billion yuan, thiab cov nyiaj ntau tshaj 1 billion yuan ntawm mergers thiab acquisitions.

Raws li lub Rau Hli 30, 2018, lub tuam txhab teev npe muaj 36 hauv kev sib koom ua lag luam nyiaj txiag thiab kev yuav khoom muaj feem cuam tshuam nrog cov roj teeb lithium-ion, cov khoom siv thiab cov khoom siv hluav taws xob, suav nrog 43.525 billion yuan. Lub kaw lus ntawm lithium-ion roj teeb rov qab yog tam sim no tau tsim.

Txoj cai tseem tsis tau meej meej. Txoj kev rov ua dua tshiab yog tsim, thiab cov cuab yeej siv dua tshiab tsis tau koom ua ke. Raws li lub zog hluav taws xob lithium roj teeb nkag mus rau hauv daim ntawv tshaj tawm, thiab kev muag khoom ntawm lub zog tshiab tsheb txuas ntxiv, cov roj teeb lithium dynamic rov siv dua yuav ua rau kev txhim kho ntawm lub sijhawm kub.