I Kepakemapa, ua hoʻokokoke ka mana hoʻokomo o CATL i 20GWh, ma mua o ka mākeke, akā hāʻule hou kāna mākeke. ʻO kēia ke kolu o ka emi ʻana ma hope o ka emi ʻana o ʻApelila a me Iulai i kēia makahiki.Mahalo i ke kūʻai ikaika ʻana o Tesla Model 3/Y, Volkswagen ID.4 a me Ford Mustang Mach-E, ua lanakila ʻo LG New Energy iā BYD a loaʻa hou i ka lua o ka papa inoa.Ua hāʻule ka māhele mākeke o BYD i ka 0.9 pakeneka, hāʻule i ke kolu o ka wahi.
Ma kahi o nā hoʻololi i ka lua a me ke kolu o nā kūlana, ʻo kahi hoʻololi hou i ka pae honua mana TOP10 i ka mahina ʻo Kepakemapa ʻo Yiwei Lithium Energy i ʻoi aku ma mua o ka Honeycomb Energy a ua koho ʻia ʻo 10th ma ka papa inoa.
Wahi a ka ʻikepili mai SNE Research, kahi keʻena noiʻi mākeke ma South Korea, ʻo ka mana o ka honua i hoʻokomo ʻia o nā pā uila i Kepakemapa ʻo 54.7GWh, hoʻonui i ka mahina o 19.7% a me ka piʻi ʻana o ka makahiki ma mua o 1.6 mau manawa. .Aia nō he 6 mau hui Kina i loko o ka TOP10 global power battery i hoʻokomo ʻia, me ka māhele mākeke o 59.4%, he emi o 4.6 pakeneka o ka mahina ma ka mahina i hoʻohālikelike ʻia me 64% i Iulai, e noho mau ana i ka hapalua o ka mākeke uila mana honua. .
Ma keʻano o ka uluʻana o ka mahina, ua hoʻonui nā huiʻekolu ma South Korea i ko lākou uluʻana ma kahi palena nui. Ma waena o lākou, ua hoʻonui ʻia ʻo LG New Energy e 76% mahina-ma-mahina, ua hoʻonui ʻia ʻo SK On e 27.3% mahina-ma-mahina, a ua hoʻonui ʻia ʻo Samsung SDI e 14.3% mahina ma ka mahina.Ua hoʻonui ʻia nā hui Kina e like me CATL, BYD, Guoxuan Hi-Tech, a me Xinwangda ma mua o 10% o ka mahina ma ka mahina.
Ma ke ʻano o ka māhele mākeke, i hoʻohālikelike ʻia me ʻAukake, koe wale no LG New Energy (piʻi i ka 5.1 pakeneka helu) a me SK On (0.3 pakeneka helu), ua emi nā mākeke o nā ʻoihana ʻē aʻe i nā pae like ʻole. Ma waena o lākou, ua hāʻule ka māhele mākeke CATL i 3 mau pakeneka, a ua hāʻule ʻo BYD i ka 0.9 pakeneka.
Hoʻohālikelike ʻia me ka manawa like i ka makahiki i hala, ua hoʻonui ʻia ka mākeke o CATL e 3,7 pakeneka, BYD i hoʻonui ʻia e 2,8 pakeneka, a ua hoʻonui ʻia ʻo Sunwoda e 1,1 pakeneka.Ua hāʻule ka māhele mākeke o Panasonic i 5.6 pakeneka, LG New Energy i hāʻule i 2 pakeneka, a ua hāʻule ʻo SK On i ka 1.2 pakeneka.
I Kepakemapa, ʻo 19.9GWh ka mana i hoʻokomo ʻia o CATL, he 10.6% ka hoʻonui ʻana o ka mahina ma ka mahina, a ʻo ia nō ka mea mua, me ka māhele mākeke ma lalo o 3 mau pākēneka o kēlā me kēia mahina.ʻO kēia ke kolu o ka emi ʻana o ka mākeke o CATL ma hope o ka emi ʻana o ʻApelila a me Iulai i kēia makahiki.Ma ka pae nūhou mākeke, ke hoʻolalelale nei ʻo CATL i kāna kau ʻana ma nā mākeke o waho. E hāʻawi ia i ka lithium iron phosphate batteries no ka Ford Mustang Mach-E i kūʻai ʻia ma ka mākeke ʻAmelika ʻĀkau mai ka makahiki e hiki mai ana, a e hāʻawi i ka lithium hao phosphate no ka F-150 Lightning maʻemaʻe uila pickup i ka hoʻomaka ʻana o 2024. Battery.
Ma hope o ka ʻoi aku o LG New Energy i ʻApelila, Mei, Iulai a me ʻAukake a me ka helu lua, ua hoʻopio hou ʻia ʻo BYD e LG New Energy i Kepakemapa me kahi hemahema o 1.5 GWh, a ua hāʻule ka pae i ke kolu.Mai ka hoʻomaka ʻana o kēia makahiki, ua piʻi nui nā kūʻai aku o nā kaʻa ikaika hou o BYD. Ua ʻoi aku ke kūʻai aku ma Sepatemaba ma mua o 200,000 i ka hāʻule hoʻokahi. Pēlā nō, ua hoʻomau ʻia ka piʻi ʻana o ka mana i hoʻokomo ʻia o kāna mau pihi mana.Akā no ka mea he mākeke honua ka hoʻolālā o LG New Energy, aia ka hapa nui o ka mākeke BYD ma Kina.
Mahalo i ke kūʻai wela ʻana o nā hiʻohiʻona DM-i a BYD, ua hoʻomaka pū nā hui kaʻa haole e makemake i ka ʻenehana hybrid DM-i.No ka laʻana, e hoʻohana ana ʻo FAW-Volkswagen Audi i ka ʻōnaehana hybrid BYD DM-i/DM-p e hoʻokomo iā ia ma kāna mau hiʻohiʻona nui. ʻO ke kumu hoʻohālike mua e hoʻokomo ʻia paha ʻo Audi A4L.
Pono ʻoe e ʻike ʻoiai ua hoʻolako ʻia nā kaʻa kūloko me BYD DM-i hybrid system ma mua, e like me Skyworth, Dongfeng Xiakang, etc., ke hoʻohālikelike ʻia me kēia, ʻo ka ʻike ʻana o FAW-Volkswagen Audi he mea nui loa ia i ka BYD.
ʻO ka mana hoʻokomo o China Innovation Airlines he 2.0GWh, piʻi i ka 5.3% mahina-ma-mahina, a ua hoʻemi ʻia kāna māhele mākeke e 0.5 pakeneka mau mahina ma ka mahina, piʻi 0.6 pakeneka mau makahiki-ma-makahiki, kūlana ʻehiku.Ma waho aʻe o ka hoʻonohonoho ʻana o ka mākeke kūloko, ua hoʻolalelale ʻo China Innovation Airlines i ka hoʻonohonoho ʻana o nā mākeke o waho. ʻAʻole i liʻuliʻu, ua hoʻopaʻa inoa ʻo China Innovation Airlines a me ke aupuni Pukiki i kahi memo o ka hui ʻana ma Sines, Sebatur District, e hōʻailona ana i ka hoʻokumu ʻia ʻana o ke kahua ʻoihana ʻEulopa ʻo China Innovation Airlines. Pokukala.
ʻO Guoxuan Hi-Tech, ka mea i koho ʻia i ka ʻewalu, he 1.6GWh i hoʻokomo ʻia, ʻoi aku ka 14.3% o ka mahina ma ka mahina.I kēia manawa, ua loaʻa iā Guoxuan Hi-Tech ka wahi hana nui o ka Volkswagen maʻamau, ma ke ʻano o ka lithium iron phosphate a me ka ternary. E hoʻohana ʻia nā huahana pili i loko o ka mea kūʻai aku ka nui o ka ikehu paepae, e kākoʻo ana i nā hiʻohiʻona ikehu hou i hana ʻia e Volkswagen.Manaʻo ʻia e hoʻouka ʻia i ka hapa mua o 2024.
ʻO ka mana hoʻokomo o Sunwoda he 1GWh, ʻoi aku ka 11.1% mahina ma ka mahina.Me ke kākoʻo o nā hui kaʻa e like me Xiaopeng Motors, Li Auto a me NIO, ua ulu wikiwiki ʻo Xinwangda a ua lilo ʻo ia i "mea pāʻani" kamaʻāina ma ka papa inoa, ka helu ʻeiwa ma ka papa inoa no nā mahina ʻeono.Ua loaʻa hou iā Sunwoda kahi kauoha paʻa mai ka Volkswagen Group no ka ʻōnaehana pākaukau o ka papahana HEV, e hōʻike ana ua komo ʻo Sunwoda i kahi milestone nui i ka hoʻomohala ʻana i nā mea kūʻai aku kaʻa kaʻa honua, a ua kūpono hoʻi i ka hoʻonui ʻana i ke alo o Sunwoda ma ke kula. o na wati kaa uwila. ikaika hoʻokūkū piha.
Ma ka manawa like, ma ka lā 1 o Kepakemapa, ua ʻae ʻia ka hoʻopuka ʻana o Sunwang i nā palapala hoʻopaʻa kālā o ka honua (GDRs) a me kāna papa inoa ma ka SIX Swiss Exchange e ka China Securities Regulatory Commission.
I Kepakemapa, ua piʻi nui ka mana o nā hui Korea.Ma waena o lākou, mahalo i ke kūʻai ikaika ʻana o Tesla Model 3/Y, Volkswagen ID.4 a me Ford Mustang Mach-E, ua lanakila ʻo LG New Energy iā BYD a loaʻa hou i ka lua o ka papa inoa.Eia naʻe, ʻo ka piʻi ʻana o ka ikaika hou o LG i hoʻokomo ʻia i ka makahiki he 39.2% wale nō, ʻoi loa ma lalo o ka awelika mākeke, a ua nalowale hoʻi kāna māhele mākeke he 2.6 pakeneka.
Me ka hoʻomaka ʻana o ka Ioniq 6, e hoʻonui hou ʻia ka ulu ʻana o SK On, mahalo i ke kūʻai wela o nā hiʻohiʻona e like me Hyundai Ioniq 5 a me Kia EV6.Hoʻoikaika ʻia e ke kūʻai ʻana o Audi e-tron, BMW iX, BMW i4, FIAT 500 a me nā hiʻohiʻona ʻē aʻe, ua hoʻonui hou ʻia ka mana hoʻokomo ʻo Samsung SDI.
Mai Ianuali a Sepatemaba, ʻo 341.3GWh ka mana o ka honua i hoʻokomo ʻia, he 75.2% ka nui o ka makahiki ma ka makahiki.ke hoʻomau nei i ka ulu ulu ʻana mai ke kolu o ka hapaha o 2020. Ma waena o lākou, hiki i ka hiki ke hoʻokomo ʻia o CATL i 119.8 GWh, kahi hoʻonui makahiki-ma-makahiki o 100.3%, a ua hoʻonui ʻia kāna māhele mākeke mai 30.7% a i 35.1%.ʻO 48GWh ka mana hou o ka ikehu hou o LG, he 14.1% ka piʻi ʻana o ka makahiki ma ka makahiki, a ua hoʻemi ʻia kāna māhele mākeke e 7.5 pakeneka i hoʻohālikelike ʻia me ka manawa like i ka makahiki i hala.ʻO ka mana hoʻokomo o BYD he 43.6GWh, kahi kokoke i LG New Energy, a ua hoʻonui ʻia kāna māhele mākeke mai 8.1% a i 12.8%.
Ma ke ʻano holoʻokoʻa, alakaʻi mau nā ʻoihana kaʻa Kina i ka mākeke uila uila honua i Kepakemapa.ʻOiai ua piʻi nui ka mana o ka mana o ka honua i Sepatemaba, ua piʻi nui ka mākeke o LG i ka ikehu hou, kahi i emi ai ka mākeke o nā hui Kina.
I nā mahina ʻekolu i hala iho nei o 2022, e hoʻokūpaʻa ʻia ʻo CATL i ka poʻokela o ka mākeke uila uila honua, a e hoʻokūkū ʻo BYD a me LG New Energy no nā kūlana runner-up a me ke kolu.Manaʻo mākou, e hoʻoholo ana mai ke kūlana o kēia manawa o ke kūʻai aku ʻana o nā kaʻa kaʻa hou o ka honua a BYD, ʻoi aku ka maikaʻi o ka runner-up.
Ka manawa hoʻouna: Nov-08-2022