Batari lithium firfircoon "muddada hawlgabka" charter shirkad tamarta cusub si ay u qaataan suuqa dib u warshadaynta xeebta

ଲେଖକ: ଆଇଫ୍ଲୋପାୱାର - ପୋର୍ଟେବଲ୍ ପାୱାର ଷ୍ଟେସନ୍ ଯୋଗାଣକାରୀ

9-kii Maarso, shirkadda soo saarta baytariga gudaha saamiyada geela ayaa ku dhawaaqday in shirkaddu ay soo jeedisay in ay maalgashato 5 bilyan yuan si ay u dhisto koox geel ah oo firfircoon ka faa&39;iidaysiga batariyada baytariyada lithium-ion iyo mashruuca dib-u-soo-saarka beeraha. Dhammaantood ka dib, waxaa la filayaa in la sameeyo hannaan soo kabashada sanadlaha ah ee 2025. Qiyaastii 300,000 oo tan oo qashin ah baytariyada lithium-ion ee firfircoon, iyo u dhigma awoodda wax soo saarka korantada togan, xaqiijinta qiimaha wax soo saarka sanadlaha ah ee ku saabsan 75 bilyan yuan.

Tani maaha kiiskii ugu horeeyay ee ku lug leh dib u warshadaynta baytariyada lithium-ion. Dhab ahaantii, sanadka 2013, tamarta tamarta cusub ee lithium-ion ee ugu horreysa ee la maalgeliyay 2014 waxay geli doontaa "muddada hawlgabka", shuruudaha ilaalinta deegaanka iyo xeerarka siyaasadda. Sababta keentay qodobka, dhisida wicitaanka soo kabashada habka baytariyada lithium-ion ayaa sii kordhaya.

Marka la eego xogta tirakoobka warshadaha baabuurta ee dalkayga, iibka baabuurta tamarta cusub ee dalkaygu waxa uu gaadhay 777,000, kaas oo socday muddo saddex sano ah, iyada oo isku geyn ku dhawaad ​​1.8 milyan oo baabuur, oo ka dhigan in ka badan 50% suuqyada adduunka. Horumarinta degdega ah ee baabuurta tamarta cusub waxay sidoo kale ka dhigaysaa suuqa dib-u-warshadaynta batteriga firfircoon ee lithium-ion batteriga si degdeg ah, CITIC Securities waxay rajaynaysaa in soo kabashada batteriga lithium-ion ee 2020 ay ku dhowdahay 40GWH, soo kabashada baytariyada lithium-ion 2022 waxay ku dhowdahay 70GWH.

Iyadoo ay taasi jirto, weli lama samayn, balse waxa la filayaa inay suuqa u kala jabto 10 bilyan yuan afarta sano ee soo socota ka dib, sida saamiyada geela, baytariyada lithium-ion ka awood badan iyo shirkadaha tamarta ee la xidhiidha, laga bilaabo waxtarka dhaqaale iyo yaraanta kheyraadka, fiiri. Fursadaha ganacsi ee suurtagalka ah ee dib-u-warshadaynta batteriga lithium-ion ee firfircoon. Dhab ahaantii, kor u kaca qiimaha alaabta ceeriin, iyo warshadda baabuurta ee hoose waxay ka gudubtay cadaadiska "dib-u-celinta kabidda", shirkadda batteriga lithium-ion waxay raadineysaa dariiqa jaban ee labada daraf, iyo soo kabashada batteriga lithium-ion waa la dhisay.

Horumarinta silsiladda warshadaha ee xiran waa isku mar, ama waxay noqon doontaa keeg weyn shirkadahan si ay u helaan faa&39;iido. Si kastaba ha ahaatee, waxaa xusid mudan in Zhang Zhiyong, oo ah agaasime ku xigeenka Xarunta Cilmi-baarista Baabuurta ee waddankeyga, ayaa yiri Zhang Zhyong, wuxuu yiri "Xitaa mustaqbalka mustaqbalka rajada warshadaha waxaa laga arki karaa marxaladda hadda, soo kabashada batteriga ma ahan faa&39;iido la raadinayo." Suuqa, laakiin aasaas u oggolaanaya dhamaadka hore ee warshadaha.

Fursadaha cusub ee suuqa ayaa ka duwan baabuurta shidaalka ee qadiimiga ah, waxaana baabuurta tamarta cusub loo isticmaalaa sidii baytari ka samaysan tuubada, nikkel, manganese, iyo lithium oo ah koronto ahaan. Awoodda guriga ee lithium-ion batari waa muhiim waa baytari lithium-ion ah. Inkasta oo ay jirto faa&39;iido nadiif ah oo deegaanka saaxiibtinimo leh.

Si kastaba ha ahaatee, batterigaagu wuxuu kaloo leeyahay "dhibaatooyin" nolosha nolosha. Waxaa la sheegay in marka awoodda batteriga la dhimo 60% -80% awoodda bilowga ah, waxay bedeli doontaa nolosha adeegga waxtarka leh ee naqshadeynta. Sidaa darteed, nolosha waxtarka leh ee batteriga rakaabka guud ahaan waa 4-6 sano, iyo gaadiidka ganacsiga korontada ayaa aad uga dheer maalinta, xawaaruhu waa ka waxtar badan yahay, batariguna wuxuu leeyahay oo keliya 3 sano.

Tani waxay ka dhigan tahay in baabuurta tamarta cusub ee gudaha Shiinaha ee 2014 ay diyaar u noqon doonaan inay soo dhaweeyaan "muddada hawlgabka" ee batteriga lithium-ion ee 2018. Warbixin daraasad ah oo dhawaan lagu dhawaaqay, marka la eego 2014-2017, shixnadaha baytariyada lithium-ion ee tamarta gudaha waxay ahaayeen 5.9GWh, 7.

0GWH, 30.5GWH iyo 39.2GWH, siday u kala horreeyaan, iyo saddexda sano ee soo socota, CAGR ayaa weli la filayaa inay sii haysato 30%.

Kuwa kore waxaa la filayaa inay ku dhawaadaan 40GWH sanadka 2020, iyo soo kabashada baytariyada lithium-ion ee xagjirka ah waxay ku dhowaan doontaa 70GWH sanadka 2022. Marka loo eego qiimaha birta ah ee ku jira, heerka 70GWH wuxuu ka dhigi doonaa suuqa soo kabashada batteriga lithium-ion inuu jabiyo cabbirka 100 bilyan yuan. Tani shaki la&39;aan waa suuq aad u soo jiidasho leh, kaas oo si degdeg ah ugu baahan in la yareeyo kharashyada.

Marka saamiyada geela ee kor ku xusan ay ku dhawaaqeen ogeysiiska, shirkaddu waxay si firfircoon uga qayb qaadatay soo kabashada baytariyada lithium-ion ee 2017. Waxsoosaarka Dib-u-Celinta Bateriga Lithium Ion wuxuu sameyn doonaa dib-u-warshadaynta "laba jeer" dib-u-warshadaynta baytariyada baabuurta iyo baytariyada lithium-ion ee awoodda ganacsiga ee shirkadda. Loop-loop "silsiladda warshadaha, shirkadu waxay ku guuleysan doontaa horumarinta cagaaran iyo wareegyada warshadaha tamarta cusub.

Dhab ahaantii, oo ay la socoto suuqa soo kabashada batteriga lithium-ion ayaa la filayaa inuu ballaariyo. Lixdii bilood ee la soo dhaafay, shirkado badan oo hogaamineed ayaa bilaabay in ay ku daraan qaabaynta koodka. Bishii Agoosto 2017, ku dhawaaqista tiknoolajiyada sare ee Guoxuan waxay muujineysaa in Lanzhou Jinxuan, oo ku taal Lanzhou, Shiinaha, ay 50 milyan yuan ka aasaastay Anhui, Gansu, ay dhistay laba shirkadood oo tignoolajiyada dib-u-warshadaynta batteriga ah ee Jinshan, Gansu, oo loo isticmaalo in lagu lug yeesho awoodda.

Soo kabashada, burburinta iyo habaynta baytariyada lithium-ion, iskaashiga ka dhexeeya labadoodu waxay gaadhaan silsilad warshadeed oo dhammaystiran, taas oo markaa daarasa xidhiidhka ka dhexeeya alaabta ceeriin-wareega ah iyo soo kabashada batteriga. Intaa waxaa dheer, sida tiro yar oo shirkado gudaha ah, shirkaddu waxay sidoo kale soo saartay batari lithium-ion awood leh iyo baabuur koronto ah, BYD waxay sidoo kale hirgelisay dhismaha silsiladaha dib-u-warshadaynta ee nidaamka gudaha: iyada oo loo marayo Baolong Factory, oo ay la shaqeeyaan ganacsatada, dhamaystiraan ka saarista baytariyada lithium-ion, tijaabi , Dib-u-isticmaalka; iyada oo loo marayo Warshada agabka Huizhou si ay u dhamaystirto burburinta iyo dib u warshadaynta agabka baytariga la isticmaalay. Dhawaan, IPO waxay ku jirtaa Ningde Times, qaabaynta goobta dib u warshadaynta mar hore.

Sannadkii 2015, Ningde Times waxa ay dhaaftay saami-qaybsiga Ningde iyo Sheng Shares 69.02%, ganacsigii ugu waynaana waxa la geliyey Guangdong Bang Ping kontoroolka qashinka lithium-ion batari, waxana uu ku darayaa baaxadda xoojinta. Intaa waxaa dheer, Green Mei, Huayou Cobalt, China AV Lithium Electric iyo wax soo saarka baytariyada kale iyo shirkadaha la xidhiidha ayaa sidoo kale si firfircoon u qaabaynta goobaha dib u warshadaynta baytariyada lithium-ion firfircoon.

Waxaa xusid mudan in shirkadda baytariyada lithium-ion ee xoogga leh ay ku tartanto goobta dib-u-warshadaynta, laga yaabo inaysan rajo ka qabin rajada suuqa dib-u-warshadaynta, laakiin sidoo kale waxaa sabab u ah kor u kaca kharashka alaabta ceeriin ee kor u kaca taasoo horseedaysa cadaadis faa&39;iido leh. In Performance Express ee lagu dhawaaqay bishii Febraayo 28, Jaamacadda Shiinaha waxay tilmaantay in hoos u dhaca waxqabadka shirkadda uu ahaa sababtoo ah 2017, qiimaha baytariyada lithium-ion ee tamarta gudaha ayaa guud ahaan hoos u dhacay, iyo qiimaha alaabta ceeriin ee kor u kaca. Anxin Securities Bishii Maarso 13keedii, faa&39;iidada guud ee faa&39;iidada guud ee Guoxuan ganacsigeeda batteriga firfircoon ee lithium-ion ee firfircoon wuxuu ahaa 37.

91% qeybtii hore ee 2017, hoos u dhacay 10.8 boqolkiiba dhibcood marka la barbar dhigo 48.71% ee 2016; Xaddiga guud ee faa&39;iidada adeegga batteriga ee qaybta hore ee 2017 waxay ahayd 24.

76%, hoos u dhac boqolkiiba 1.78 ah marka loo eego 26.54% 2016; Xaddiga guud ee faa&39;iidada ganacsiga ee batteriga awoodda Rilevo ee lithium-ion ee qaybta hore ee 2017 waxay ahayd 31.

91%, marka la barbar dhigo 2016 39.11% ayaa hoos u dhacay boqolkiiba 7.2 dhibcood.

Suuqa dib-u-warshadaynta ayaa ah mid aan ka duwanayn suuqa dib-u-warshadaynta batteriga ee lithium-ion ee awoodda leh, laakiin Zhang Zhyong ayaa u sheegay wariyaha Times Weekly in suuqani aanu wali noqon karin suuq, nidaamka dib u warshadaynta oo dhan lama samayn, “Qaar ka mid ah baabuurta tamarta cusub ayaa dib u iibsan doona Ballanqaadka, laakiin hadda guud ahaan, dammaanadda shirkadda tamarta cusub ayaa sidoo kale jirta tiro yar oo batter ah. ". Si kastaba ha ahaatee, waxa uu sidoo kale aqoonsan yahay in dhismaha nidaamka soo kabashada baytari lithium-ion firfircoon waa mid aad lama huraan ah, batari lithium-ion batari uu leeyahay wasakh xoog leh, soo kabashada aan habboonayn, iyadoo aan loo eegin haddii ay tahay in bulshada ama deegaanka waa mid aad u waxyeello.

Inkasta oo mustaqbalka fog, inta lagu jiro habka wax soo saarka ee batteriga, alaabta ceeriin dib loo warshadeyn karo, shirkaduna waxay leedahay faa&39;iidooyin dhaqaale. Marka laga eego dhinaca shirkadda, soo kabashada batteriga ma aha suuq raadinaya suuq faa&39;iido leh, laakiin ha u ogolaato Foundation dhamaadka hore ee silsiladda warshadaha. Waxa aan la iska indho-tirin ayaa ah in dalkayga cusub ee tamarta baabuurka korontada dib-u-warshadaynta ay leedahay dhibaatooyin badan: sharciyada dib-u-warshadaynta iyo qawaaniinta maaha mid dhamaystiran, dhinaca kale, dawladdu ma dhamaystirin tamarta cusub ee bateriga kaydinta tamarta dib-u-warshadaynta sharci gaar ah; Dhanka kale, awoodda Batarigu ma xaqiijin jaangooyooyinka, qaabka batteriga, dastuurka tiirka, alaabta daboolka dibadda, iwm.

Farsamada dib-u-warshadaynta bartilmaameedka weli lama fulin. Warshadaha ayaa guud ahaan la rumeysan yahay in dariiqa dib-u-warshadaynta batteriga-lithium-ion-ka-qashin-qashinka, burburinta amniga, ilaalinta deegaanka, dammaanad-qaadka tayada badeecada iyo tignoolajiyada dib-u-isticmaalka ayaa weli ah dhibaatada caadiga ah ee soo food saartay warshadaha, mana jirto baahi loo qabo in si wadajir ah loo sameeyo nidaam dib-u-warshadayn oo dhammaystiran, nidaam halbeeg ah iyo Xarunta Cilmi-baarista injineernimada Qaranka ee Awoodda leh si loo hubiyo horumarka caafimaadka leh ee warshadaha soo kabashada lithium-ka firfircoon. Dhab ahaantii, tan iyo markii Golaha Gobolka 2012 ku dhawaaqay in "Energy Saving and New Energy Automotive Industry Development Plan (2012-2020)", waaxaha dawladda la xiriira ayaa ku dhawaaqay "Xafiiska Guud ee Golaha Gobolka ee dardargelinta baabuurta cusub tamarta", "Gawaarida korontada Dynamic Battery Dib-u-warshadaynta Technology Siyaasadda (2015) ".

February 26, Wasaaradda Warshadaha iyo Tignoolajiyada, Wasaaradda Warshadaha iyo Tignoolajiyada, iwm. Yaa wasakheeya dawladuhu waxay ula jeedaan in shirkadaha tamarta soo saara iyo kuwa baabuurta sameeya ay mas&39;uul ka yihiin dhibaatada dib u warshadaynta baytariyada lithium-ion ee firfircoon. Marka la eego arrintan, Zhang Zhiyong wuxuu falanqeeyay in dhismaha kanaalka dib-u-warshadaynta ee batteriga qashinka, ka qaybgalka dhammaan xidhiidhada silsiladda warshadaha waa mid aan macquul ahayn.

Dawladdu waa in ay u badan tahay shirkadda baabuurta, "Shirkadda baabuurtu waxay wajahaysaa macaamiisha, waa isku xirka muhiimka ah ee isku xirka tamarta cusub ee baabuurta iyo macaamiisha, taas oo sidoo kale ah habka ugu waxtarka badan ee shirkadaha baabuurta. Si kastaba ha ahaatee, inta lagu guda jiro labada kal-fadhi, Chen Hong, oo ah wakiil ka socda Congress-ka dadka qaranka iyo kooxda Shanghai Automobile Group, ayaa sheegay in marxaladdan, waddankeyga nidaamka soo kabashada batari lithium-ion firfircoon ma aha mid ku filan, iyo warshadda baabuur waa adag tahay in la sameeyo awoodda lithium-ion baytari ee dhammaan baabuurta la iibiyo. Baabuurka cusub waxa uu iibiyaa maaraynta wareegga nolosha ee dib-u-warshadaynta ugu dambeysa.

"Waxaa lagu talinayaa in la barto shahaadooyinka soo kabashada ee baabuurta tamarta cusub, si tartiib tartiib ah u baabi&39;inta tignoolajiyada, shirkadaha deegaanka ee saaxiibtinimo". Marka la eego dib-u-warshadaynta baytariyada lithium-ion ee firfircoon, waxaa hadda jira dhinacyo muhiim ah oo sahaminta warshadaha gudaha ah, oo ay ku jiraan ka faa&39;iidaysiga tallaabada, ka faa&39;iidaysiga dib-u-cusboonaysiinta, iwm. Beteriyada qashinka waxaa loo wareejiyaa kala furfurida, soosaar alaabta ceeriin, daawaynta qashinka aan dhibka lahayn iyo xiriirinta kale ee isticmaalka la cusboonaysiin karo.

Waxaa xusid mudan in inkastoo raasamaal badan ay soo galaan aagga dib u warshadaynta, laga bilaabo horumarka warshadaha ee hadda jira, weli waxaa jira muddo gaaban. Zhang Zhiyong ayaa ku sheegay wariyaha toddobaadlaha ah ee Times in "suuqa la samayn karo si loo arko dhammaan suuqa baabuurta tamarta cusub, haddii ay gaadho malaayiin wax soo saarka iyo iibka sannadkii, qaan-gaarnimada suuqa dib-u-warshadaynta dhib ma laha, laakiin labada ama saddexda sano ee soo socota maahan wakhtigan ". .