Global power bhatiri runyorwa munaGunyana: CATL nguva yemusika yakadonha kechitatu, LG yakakunda BYD ndokudzokera kune yechipiri.

MunaGunyana, huwandu hwakaiswa hweCATL hwakasvika 20GWh, pamberi pemusika, asi chikamu chayo chemusika chakadonha zvakare.Aka ndekechitatu kuderera mushure mekuderera kwemuna Kubvumbi naChikunguru gore rino.Nekuda kwekutengesa kwakasimba kweTesla Model 3/Y, Volkswagen ID.4 uye Ford Mustang Mach-E, LG New Energy yakabudirira kupfuura BYD uye yakawanazve nzvimbo yechipiri pane rondedzero.Chikamu chemusika cheBYD chakadonha ne0.9 percent, chichiwira panzvimbo yechitatu.

Pamusoro pekuchinja kwenzvimbo yechipiri neyechitatu, imwe shanduko musimba repasi rose bhatiri TOP10 chinzvimbo munaGunyana ndeyekuti Yiwei Lithium Energy zvakare yakapfuura Huchi Energy uye iri pachinzvimbo chegumi pane rondedzero.

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Zvinoenderana nedata kubva kuSNE Research, South Korea musika wekutsvagisa musika, iyo yepasi rose yakaiswa simba remabhatiri emagetsi munaGunyana yaive 54.7GWh, mwedzi-pa-mwedzi kuwedzera kwe19.7% uye gore-pa-gore kuwedzera kweanopfuura ka1.6. .Pachine makambani matanhatu eChinese muTOP10 yepasi rose simba bhatiri yakaiswa, ine chikamu chemusika che59.4%, kudzikira kwe4.6 muzana mapoinzi pamwedzi-pa-mwedzi zvichienzaniswa ne64% muna Chikunguru, ichiri kutora hafu yemusika wepasi rose webhatiri remagetsi. .

Panyaya yekukura kwemwedzi-pa-mwedzi, makambani matatu muSouth Korea akawedzera kukura kwavo nehombe.Pakati pavo, LG New Energy yakawedzera ne76% mwedzi-on-mwedzi, SK On yakawedzera ne27.3% mwedzi-on-mwedzi, uye Samsung SDI yakawedzera ne14.3% mwedzi-on-mwedzi.Makambani eChinese akadai seCATL, BYD, Guoxuan Hi-Tech, uye Xinwangda ose akawedzera neinopfuura 10% mwedzi-pa-mwedzi.

Panyaya yemugove wemusika, uchienzaniswa naNyamavhuvhu, kunze kwe LG New Energy (kukwira 5.1 muzana mapoinzi) uye SK On (0.3 muzana mapoinzi), migove yemusika yemamwe makambani yadzikira kusvika kumadhigirii akasiyana.Pakati pavo, chikamu chemusika cheCATL chakadonha nezvikamu zvitatu kubva muzana, uye BYD yakadonha ne0.9 muzana.

Zvichienzaniswa nenguva yakafanana gore rapera, chikamu chemusika cheCATL chakawedzera ne 3.7 muzana, BYD yakawedzera ne 2.8 muzana, uye Sunwoda yakawedzera ne 1.1 muzana.Panasonic's market share yakadonha 5.6 percent, LG New Energy yakadonha 2 percent, uye SK On yakadonha 1.2 percent.

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MunaGunyana, huwandu hwakaiswa hweCATL hwaive 19.9GWh, mwedzi-pa-mwedzi kuwedzera kwe10.6%, uye ichiri chinzvimbo chekutanga, paine musika wekugovanisa wakaderera 3 muzana mapoinzi mwedzi-pa-mwedzi.Uku kuderera kwechitatu kwechikamu chemusika cheCATL mushure mekuderera muna Kubvumbi naChikunguru gore rino.Padanho renhau dzemusika, CATL iri kusimudzira kutumirwa kwayo mumisika yekunze.Ichapa lithium iron phosphate mabhatiri eFord Mustang Mach-E inotengeswa mumusika weNorth America kubva gore rinouya, uye ichapa lithium iron phosphate yeF-150 Lightning pure electric pickup mukutanga kwe2024. Bhatiri.

Mushure mekupfuura LG New Energy muna Kubvumbi, Chivabvu, Chikunguru naNyamavhuvhu uye pachinzvimbo chechipiri, BYD yakatorwa neLG New Energy zvakare munaGunyana neyakaipira 1.5 GWh, uye chinzvimbo chakadzika kusvika chechitatu.Kubva kutanga kwegore rino, kutengeswa kwemotokari nyowani dzeBYD dzakakura nekusvetuka uye miganhu.Kutengeswa munaGunyana kwakapfuura 200,000 mune imwe yakadonha swoop.Zvichienderana, iyo yakaiswa simba remabhatiri emagetsi ayo zvakare yakaramba ichikwira.Asi nekuda kwekuti LG New Energy's marongerwo imusika wepasi rose, mazhinji emusika weBYD achiri muChina.

Nekuda kwekutengesa kunopisa kwemhando dzeBYD's DM-i, makambani emotokari ekunze atangawo kufarira tekinoroji yeDM-i yakasanganiswa.Semuenzaniso, FAW-Volkswagen Audi ichashandisa BYD DM-i/DM-p hybrid system kuiisa pamamodhi ayo ega ega.Muenzaniso wekutanga kuiswa unogona kunge uri Audi A4L.

Iwe unofanirwa kuziva kuti kunyangwe mota dzepamba dzakashongedzerwa neBYD DM-i hybrid system kare, seSkyworth, Dongfeng Xiaokang, nezvimwewo, zvichienzaniswa neizvi, kucherechedzwa kweFAW-Volkswagen Audi kwakakosha zvikuru kuBYD.

Hunhu hwakaiswa hweChina Innovation Airlines hwaive 2.0GWh, huchikwira 5.3% mwedzi-pa-mwedzi, uye musika waro wakadzikira ne0.5 muzana mapoinzi mwedzi-pa-mwedzi, zvichikwira 0.6 muzana gore negore, iri pachinomwe.Pamusoro pekurongeka kwemusika wepamba, China Innovation Airlines yakamhanyisawo kurongeka kwemisika yemhiri kwemakungwa.Kasiri kare, China Innovation Airlines nehurumende yePortugal yakasaina chibvumirano chekushandira pamwe muSines, Sebatur District, zvichiratidza kugadzwa kweChina Innovation Airlines 'European industry base.Putugaro.

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Guoxuan Hi-Tech, iyo iri pachinzvimbo chechisere, yaive neyakaisirwa huwandu hwe1.6GWh, kumusoro 14.3% mwedzi-pa-mwedzi.Parizvino, Guoxuan Hi-Tech yawana iyo yepamutemo misa yekugadzira mabhatiri eVolkswagen, muchimiro chesquare lithium iron phosphate uye ternary.Zvigadzirwa zvine hukama zvichashandiswa mune yakakura kwazvo mutengi simba repuratifomu, inotsigira Volkswagen inotevera-chizvarwa misa-yakagadzirwa mhando itsva dzesimba.Inotarisirwa kurodha muhafu yekutanga ye2024.

Sunwoda yakasimwa simba yaive 1GWh, yakakwira 11.1% mwedzi-pa-mwedzi.Nerutsigiro rwemakambani emotokari akadai saXiaopeng Motors, Li Auto neNIO, Xinwangda yakakura nekukurumidza uye yave mugari "mutambi" murunyorwa, achitora wechipfumbamwe pachirongwa kwemwedzi mitanhatu yakatevedzana.Sunwoda ichangobva kugamuchira zvakatemwa-poinzi odha kubva kuVolkswagen Group yebhatiri pack system yeHEV chirongwa, izvo zvinoratidza kuti Sunwoda yapinda mudanho rakakosha mukugadzira vatengi vemhando dzemotokari dzepasi rose, uye zvakare iri kubatsira mukusimudzira kuvepo kweSunwoda mumunda. yemabhatiri emotokari yemagetsi.simba remakwikwi rakazara.

Panguva imwecheteyo, musi waGunyana 1, kuburitsa kwaSunwang marisiti emarisiti epasi rose (GDRs) uye kunyorwa kwayo paSIX Swiss Exchange kwakabvumidzwa neChina Securities Regulatory Commission.

MunaSeptember, huwandu hwakaiswa hwemakambani eKorea hwakawedzera zvakanyanya.Pakati pavo, nekuda kwekutengesa kwakasimba kweTesla Model 3 / Y, Volkswagen ID.4 uye Ford Mustang Mach-E, LG New Energy yakabudirira kukunda BYD uye yakawanazve nzvimbo yechipiri pane urongwa.Nekudaro, kuwedzera kwegore-pagore kweiyo LG simba idzva rakaiswa simba raingova 39.2%, kure pasi peavhareji yemusika, uye chikamu chayo chemusika chakarasikirwawo ne2.6 muzana.

Nekutangwa kweIoniq 6, SK On kukura kwekukura kuchawedzera kuwedzera, nekuda kwekutengesa kunopisa kwemhando dzakadai seHyundai Ioniq 5 uye Kia EV6.Inotungamirirwa nekutengeswa kweAudi e-tron, BMW iX, BMW i4, FIAT 500 uye mamwe mamodheru, Samsung SDI yakaiswa simba yakawedzera.

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Kubva munaNdira kusvika Gunyana, huwandu hwepasi rose hwakaiswa hwemabhatiri emagetsi hwaive 341.3GWh, kuwedzera kwegore negore kwe75.2%,kuenderera mberi nekukura kwekukura kubva pachikamu chechitatu che2020. Pakati pavo, iyo yakaiswa simba reCATL yakasvika 119.8 GWh, gore negore kuwedzera kwe100.3%, uye chikamu chayo chemusika chakawedzerawo kubva ku30.7% kusvika ku35.1%..LG simba idzva rakaiswa simba raive 48GWh, gore-pa-gore kuwedzera kwe14.1%, uye musika wayo wakadzikira ne7.5 muzana mapoinzi zvichienzaniswa nenguva yakafanana gore rapfuura.BYD's yakaiswa simba ndeye 43.6GWh, iri padyo neLG New Energy, uye chikamu chayo chemusika chakawedzera kubva pa8.1% kusvika 12.8%.

Pakazere, makambani emotokari eChinese achiri kutungamira musika wepasi rose webhatiri munaGunyana.Kunyangwe huwandu hwepasi rose hwakaiswa hwemabhatiri emagetsi hwakakwira hutsva munaGunyana, chikamu chemusika che LG simba idzva chakawedzera zvakanyanya, izvo zvakonzera kuti chikamu chemusika chemakambani eChinese chidzikire.

Mumwedzi mitatu yekupedzisira ya2022, CATL pasina mubvunzo icharamba iri shasha yemusika wepasi rose webhatiri, uye BYD neLG New Energy vachakwikwidza kukwikwidza-kumusoro uye yechitatu-nzvimbo.Isu tinofanotaura kuti, tichitarisa kubva pazvino chinzvimbo cheBYD yepasi rose magetsi ekutengesa mota, inogona kunge iri iyo inomhanya-kumusoro.


Nguva yekutumira: Nov-08-2022