A watan Satumba, ƙarfin shigar da CATL ya kusan kusan 20GWh, mai nisa a gaban kasuwa, amma rabon kasuwar ya sake faɗuwa. Wannan shi ne raguwa na uku bayan raguwar a watan Afrilu da Yuli na wannan shekara.Godiya ga tallace-tallace mai karfi na Tesla Model 3 / Y, Volkswagen ID.4 da Ford Mustang Mach-E, LG New Energy ya ci nasara da BYD kuma ya dawo matsayi na biyu a jerin.Kasuwar BYD ta fadi da kashi 0.9 cikin dari, inda ta fado zuwa matsayi na uku.
Baya ga sauye-sauyen da aka samu a matsayi na biyu da na uku, wani canji a matsayi na batirin wutar lantarki na duniya TOP10 a watan Satumba shi ne cewa Yiwei Lithium Energy ya sake zarce makamashin saƙar zuma kuma ya zama na 10 a jerin.
Dangane da bayanai daga SNE Research, wata cibiyar bincike ta kasuwar Koriya ta Kudu, ikon da aka sanya a duniya na batir wutar lantarki a watan Satumba ya kasance 54.7GWh, karuwar wata-wata na 19.7% da karuwa a kowace shekara fiye da sau 1.6. .Har yanzu akwai kamfanonin kasar Sin 6 a cikin karfin batirin wutar lantarki na duniya TOP10, wanda ke da kaso 59.4% a kasuwa, raguwar kashi 4.6 cikin dari a duk wata idan aka kwatanta da kashi 64% a watan Yuli, har yanzu suna mamaye rabin kasuwar batirin wutar lantarki ta duniya. .
Dangane da ci gaban wata-wata, kamfanoni uku a Koriya ta Kudu sun haɓaka haɓakar su da wani rata mai yawa. Daga cikin su, LG New Energy ya karu da kashi 76 bisa dari a kowane wata, SK On ya karu da kashi 27.3 cikin dari a duk wata, Samsung SDI ya karu da kashi 14.3 bisa dari a kowane wata.Kamfanonin kasar Sin irin su CATL, da BYD, da Guoxuan Hi-Tech, da Xinwangda, duk sun karu da fiye da kashi 10 cikin dari a duk wata.
Dangane da rabon kasuwa, idan aka kwatanta da Agusta, ban da LG New Energy (sama da maki 5.1) da SK On (maki 0.3), hannun jarin wasu kamfanoni ya ragu zuwa digiri daban-daban. Daga cikin su, kasuwar CATL ta fadi da kashi 3 cikin dari, kuma BYD ya fadi da kashi 0.9 cikin dari.
Idan aka kwatanta da daidai wannan lokacin na bara, kasuwar CATL ta karu da maki 3.7, BYD ya karu da kashi 2.8, kuma Sunwoda ya karu da maki 1.1.Kasuwar Panasonic ta fadi da maki 5.6, LG New Energy ya ragu da maki 2, yayin da SK On ya ragu da maki 1.2.
A watan Satumba, ƙarfin shigar da CATL ya kasance 19.9GWh, karuwar wata-wata na 10.6%, kuma har yanzu yana kan matsayi na farko, tare da rabon kasuwa ya ragu da maki 3 cikin wata-wata.Wannan shi ne raguwa na uku a kasuwar CATL bayan faduwar a watan Afrilu da Yuli na wannan shekara.A matakin labarai na kasuwa, CATL tana haɓaka tura ta a kasuwannin ketare. Zai samar da batura phosphate na lithium baƙin ƙarfe don Ford Mustang Mach-E da aka sayar a kasuwar Arewacin Amurka daga shekara mai zuwa, kuma zai samar da sinadarin ƙarfe na lithium phosphate don F-150 walƙiya zalla mai ɗaukar wutar lantarki a farkon 2024. Baturi.
Bayan da ya zarce LG New Energy a cikin Afrilu, Mayu, Yuli da Agusta kuma a matsayi na biyu, LG New Energy ya sake mamaye BYD a cikin Satumba tare da rashin amfani da 1.5 GWh, kuma darajar ta ragu zuwa na uku.Tun farkon wannan shekara, tallace-tallacen sabbin motocin makamashi na BYD ya karu ta hanyar tsalle-tsalle. Siyar da aka yi a watan Satumba ya zarce 200,000 a faɗuwar rana. Hakazalika, ƙarfin da aka shigar na batir ɗinsa ya ci gaba da hauhawa.Amma saboda tsarin LG New Energy kasuwa ce ta duniya, yawancin kasuwannin BYD har yanzu suna nan a kasar Sin.
Godiya ga zafafan siyar da samfuran DM-i na BYD, kamfanonin motocin ketare suma sun fara fifita fasahar DM-i.Misali, FAW-Volkswagen Audi zai yi amfani da tsarin matasan BYD DM-i/DM-p don shigar da shi akan samfuransa na yau da kullun. Samfurin farko da za a shigar yana iya zama Audi A4L.
Dole ne ku sani cewa duk da cewa motocin cikin gida an sanye su da tsarin matasan BYD DM-i a da, kamar Skyworth, Dongfeng Xiaokang, da sauransu, idan aka kwatanta da wannan, amincewar FAW-Volkswagen Audi yana da matukar muhimmanci ga BYD.
Adadin da aka sanya na Kamfanin Innovation Airlines na China ya kai 2.0GWh, wanda ya karu da kashi 5.3 cikin dari a duk wata, kuma kasuwarsa ta ragu da kashi 0.5 cikin dari a duk wata, wanda ya karu da maki 0.6 a duk shekara, inda ya ke matsayi na bakwai.Baya ga tsarin kasuwancin cikin gida, kamfanin jiragen sama na kasar Sin Innovation Airlines ya kuma kara saurin tsarin kasuwannin ketare. Ba da dadewa ba, kamfanin jiragen sama na Innovation na kasar Sin da gwamnatin kasar Portugal sun rattaba hannu kan yarjejeniyar hadin gwiwa a Sines da ke gundumar Sebatur, inda aka kafa cibiyar masana'antu na kamfanin kere-kere na kasar Sin. Portugal.
Guoxuan Hi-Tech, wanda ke matsayi na takwas, yana da ƙarfin shigar da 1.6GWh, ya karu da kashi 14.3% a kowane wata.A halin yanzu, Guoxuan Hi-Tech ya sami wurin samar da yawan jama'a na daidaitattun batura na Volkswagen, a cikin nau'in nau'in nau'in ƙarfe na lithium na baƙin ƙarfe da ternary. Za a yi amfani da samfuran da ke da alaƙa a cikin babban sabon dandalin makamashi na abokin ciniki, wanda ke tallafawa sabbin nau'ikan makamashi na gaba na Volkswagen.Ana sa ran za a loda shi a farkon rabin 2024.
Ƙarfin shigar Sunwoda ya kasance 1GWh, sama da 11.1% na wata-wata.Tare da goyon bayan kamfanonin mota irin su Xiaopeng Motors, Li Auto da NIO, Xinwangda ya yi girma cikin sauri kuma ya zama "dan wasa" mazauna a cikin jerin, ya zama na tara a jerin watanni shida a jere.Kwanan nan Sunwoda ya sami wani ƙayyadaddun oda daga ƙungiyar Volkswagen don tsarin fakitin baturi na aikin HEV, wanda ke nuna cewa Sunwoda ya shiga wani muhimmin ci gaba na haɓaka abokan cinikin motoci na duniya, kuma yana da kyau don haɓaka kasancewar Sunwoda a fagen. na batirin abin hawa na lantarki. m ƙarfin gasa.
A sa'i daya kuma, a ranar 1 ga watan Satumba, hukumar kula da harkokin hannayen jari ta kasar Sin ta amince da bayar da takardar shaidar da Sunwang ya bayar a ketare na asusun ajiya na duniya (GDRs) da jerin sunayensa a kan musayar kudin kasar Switzerland shida.
A watan Satumba, ƙarfin shigar da kamfanonin Koriya ya karu sosai.Daga cikin su, godiya ga tallace-tallace mai karfi na Tesla Model 3 / Y, Volkswagen ID.4 da Ford Mustang Mach-E, LG New Energy ya sami nasarar ci gaba da BYD kuma ya sake samun matsayi na biyu a cikin jerin.Duk da haka, karuwa a kowace shekara na sabon ƙarfin shigar LG ya kasance kashi 39.2% kawai, wanda ya yi ƙasa da matsakaicin kasuwa, kuma kason kasuwancinsa ya yi asarar kashi 2.6 cikin ɗari.
Tare da ƙaddamar da Ioniq 6, haɓakar haɓakar SK On zai ƙara haɓaka, godiya ga zazzafan tallace-tallace na samfura kamar Hyundai Ioniq 5 da Kia EV6.Kore da tallace-tallace na Audi e-tron, BMW iX, BMW i4, FIAT 500 da sauran model, Samsung SDI shigar iya aiki kara karuwa.
Daga watan Janairu zuwa Satumba, ƙarfin ƙarfin batir ɗin da aka sanya a duniya ya kasance 341.3GWh, karuwar shekara-shekara na 75.2%,ci gaba da bunkasuwar ci gaban tun kashi na uku na shekarar 2020. Daga cikin su, karfin shigar da CATL ya kai 119.8 GWh, karuwar shekara-shekara da kashi 100.3%, kuma kasuwar ta kuma ta karu daga 30.7% zuwa 35.1%.Sabon karfin da LG ya shigar da shi ya kasance 48GWh, karuwa a duk shekara da kashi 14.1%, kuma kasuwarsa ta ragu da kashi 7.5 cikin dari idan aka kwatanta da daidai lokacin bara.Ƙarfin shigar da BYD ya kai 43.6GWh, wanda ke kusa da LG New Energy, kuma kasuwar sa ya karu daga 8.1% zuwa 12.8%.
Gabaɗaya, kamfanonin kera motoci na kasar Sin har yanzu suna jagorantar kasuwar batir ta duniya a cikin watan Satumba.Duk da cewa karfin batirin wutar lantarki da aka sanya a duniya ya kai wani sabon matsayi a watan Satumba, kasuwar sabon makamashi na LG ya karu sosai, wanda ya sa kasuwar kamfanonin kasar Sin ta ragu.
A cikin watanni ukun karshe na shekarar 2022, babu shakka CATL za ta ci gaba da zama zakara a kasuwar batirin wutar lantarki ta duniya, kuma BYD da LG New Energy za su fafata a matsayi na biyu da na uku.Mun yi hasashen cewa, idan aka yi la’akari da matsayin na yanzu na sabon siyar da motocin makamashi na BYD a duniya, mai yuwuwa ne ya zama na biyu.
Lokacin aikawa: Nuwamba-08-2022