NgoSepthemba, umthamo ofakiwe we-CATL usondele ku-20GWh, ngaphambi kakhulu kwemakethe, kodwa isabelo sayo semakethe sehla futhi.Lokhu kwehla okwesithathu ngemuva kokwehla ngo-Ephreli nangoJulayi nonyaka.Ngenxa yokuthengiswa okuqinile kwe-Tesla Model 3/Y, Volkswagen ID.4 ne-Ford Mustang Mach-E, i-LG New Energy idlule ngempumelelo i-BYD futhi yaphinde yathola indawo yesibili ohlwini.Isabelo semakethe se-BYD sehle ngamaphesenti angu-0.9, siwela endaweni yesithathu.
Ngaphezu kwezinguquko ezikhundleni zesibili nesesithathu, olunye ushintsho esilinganisweni sebhethri yamandla omhlaba i-TOP10 ngoSepthemba ukuthi i-Yiwei Lithium Energy iphinde yadlula i-Honeycomb Energy futhi yakleliswa endaweni ye-10 ohlwini.
Ngokusho kwedatha evela ku-SNE Research, isikhungo socwaningo lwemakethe yaseNingizimu Korea, umthamo ofakwe emhlabeni wonke wamabhethri kagesi ngoSepthemba ubungu-54.7GWh, ukukhuphuka kwenyanga nenyanga ngo-19.7% kanye nokukhula konyaka nonyaka okungaphezu kwezikhathi eziyi-1.6. .Kusenezinkampani eziyisi-6 zamaShayina kumthamo ofakwe i-TOP10 wamabhethri wamandla omhlaba wonke, nesabelo semakethe esingu-59.4%, ukwehla ngamaphesenti angu-4.6 inyanga nenyanga uma kuqhathaniswa nama-64% ngoJulayi, zisathatha ingxenye yemakethe yamabhethri anamandla emhlabeni jikelele. .
Mayelana nokukhula kwenyanga nenyanga, izinkampani ezintathu zaseNingizimu Korea zikhulise ukukhula kwazo ngenani elikhulu.Phakathi kwazo, i-LG New Energy inyuke ngo-76% inyanga nenyanga, i-SK On inyuke ngo-27.3% inyanga nenyanga, kanti i-Samsung SDI inyuke ngo-14.3% inyanga nenyanga.Izinkampani zaseShayina ezifana ne-CATL, BYD, Guoxuan Hi-Tech, ne-Xinwangda zonke zikhuphuke ngaphezu kuka-10% inyanga nenyanga.
Mayelana nesabelo semakethe, uma kuqhathaniswa no-August, ngaphandle kwe-LG New Energy (ekhuphuke ngamaphuzu angu-5.1) kanye ne-SK On (amaphesenti angu-0.3), amasheya emakethe yezinye izinkampani ehle afika kumazinga ahlukahlukene.Phakathi kwazo, isabelo semakethe ye-CATL sehle ngamaphesenti angu-3, kanti i-BYD yehle ngamaphesenti angu-0.9.
Uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule, isabelo semakethe ye-CATL sikhuphuke ngamaphesenti angu-3.7, i-BYD yanda ngamaphesenti angu-2.8, kwathi i-Sunwoda yanda ngamaphesenti angu-1.1.Isabelo semakethe sePanasonic sehle ngamaphesenti angu-5.6, i-LG New Energy yehle ngamaphesenti angu-2, kwathi i-SK On yehla ngamaphesenti angu-1.2.
NgoSepthemba, umthamo ofakiwe we-CATL ube ngu-19.9GWh, okuwukunyuka kwenyanga nenyanga ngo-10.6%, futhi isakleliswe endaweni yokuqala, nesabelo semakethe sehle ngamaphuzu angu-3 inyanga nenyanga.Lokhu ukwehla kwesithathu kwesabelo semakethe ye-CATL ngemva kokwehla ngo-Ephreli nangoJulayi kulo nyaka.Ezingeni lezindaba zemakethe, i-CATL isheshisa ukuthunyelwa kwayo ezimakethe zaphesheya kwezilwandle.Izohlinzeka ngamabhethri e-lithium iron phosphate ye-Ford Mustang Mach-E ethengiswa emakethe yaseNyakatho Melika kusukela ngonyaka ozayo, futhi izohlinzeka nge-lithium iron phosphate ye-F-150 Lightning pure electric pickup ekuqaleni kuka-2024. Ibhethri.
Ngemva kokudlula i-LG New Energy ngo-April, Meyi, Julayi nango-Agasti futhi ikleliswe endaweni yesibili, i-BYD yaphinde yadlulwa yi-LG New Energy ngoSepthemba ngobubi obungu-1.5 GWh, futhi izinga lehla laya kwelesithathu.Selokhu kuqale lo nyaka, ukudayiswa kwezimoto ezintsha zakwa-BYD ezikhiqiza amandla kukhule kakhulu.Ukuthengiswa ngoSepthemba kudlule i-200,000 ngesikhathi esisodwa.Ngokuhambisanayo, umthamo ofakiwe wamabhethri ayo nawo uqhubekile nokukhuphuka.Kepha ngenxa yokuthi ukwakheka kwe-LG New Energy kuyimakethe yomhlaba wonke, izimakethe eziningi ze-BYD zisaseChina.
Ngenxa yokudayiswa okushisayo kwezinhlobo ze-DM-i ze-BYD, izinkampani zezimoto zakwamanye amazwe nazo seziqalile ukuthanda ubuchwepheshe be-DM-i hybrid.Isibonelo, i-FAW-Volkswagen Audi izosebenzisa isistimu eyingxube ye-BYD DM-i/DM-p ukuze iyifake kumamodeli ayo avamile.Imodeli yokuqala ezofakwa kungaba yi-Audi A4L.
Kumele wazi ukuthi nakuba izimoto ezifuywayo bezikade zifakwe uhlelo lwe-BYD DM-i hybrid ngaphambili, njenge-Skyworth, i-Dongfeng Xiaokang, njll., uma kuqhathaniswa nalokhu, ukuqashelwa kwe-FAW-Volkswagen Audi kubaluleke kakhulu ku-BYD.
Umthamo ofakiwe we-China Innovation Airlines ubungu-2.0GWh, ukhuphuke ngo-5.3% inyanga nenyanga, futhi isabelo sayo semakethe sehle ngamaphuzu angu-0.5 inyanga nenyanga, sikhuphuke ngamaphesenti angu-0.6 unyaka nonyaka, sikleliswe endaweni yesikhombisa.Ngaphezu kokuhlelwa kwemakethe yasekhaya, i-China Innovation Airlines iphinde yasheshisa ukwakheka kwezimakethe zaphesheya.Muva nje, i-China Innovation Airlines kanye nohulumeni wase-Portuguese basayine imemorandamu yokusebenzisana e-Sines, esifundeni sase-Sebatur, okuphawula ukusungulwa kwesizinda sezimboni sase-China Innovation Airlines' European.EPortugal.
I-Guoxuan Hi-Tech, ekleliswe endaweni yesishiyagalombili, inamandla afakiwe angu-1.6GWh, akhuphuka ngo-14.3% inyanga nenyanga.Njengamanje, i-Guoxuan Hi-Tech ithole indawo esemthethweni yokukhiqiza inqwaba yamabhethri ajwayelekile akwaVolkswagen, ngendlela yesikwele se-lithium iron phosphate kanye ne-ternary.Imikhiqizo ehlobene izosetshenziswa endaweni enkulu kunazo zonke yekhasimende entsha yamandla, isekela izinhlobo zamandla ezintsha zesizukulwane esilandelayo zakwaVolkswagen ezikhiqizwe ngobuningi.Kulindeleke ukuthi ilayishwe engxenyeni yokuqala ka-2024.
Umthamo ofakiwe we-Sunwoda ubungu-1GWh, ukhuphuke ngo-11.1% inyanga nenyanga.Ngokusekelwa izinkampani zezimoto ezifana ne-Xiaopeng Motors, i-Li Auto ne-NIO, i-Xinwangda ikhule ngokushesha futhi isiphenduke “umdlali” ohlala ohlwini, ikleliswe endaweni yesishiyagalolunye ohlwini izinyanga eziyisithupha zilandelana.ISunwoda isanda kuthola i-fixed-point order evela kuVolkswagen Group yohlelo lokupakisha amabhethri ephrojekthi ye-HEV, ekhombisa ukuthi iSunwoda ingene eqophelweni elibalulekile ekuthuthukiseni amakhasimende emikhiqizo yezimoto emhlabeni wonke, futhi isiza nokuthuthukisa ubukhona beSunwoda kulo mkhakha. yamabhethri emoto kagesi.amandla okuncintisana aphelele.
Ngesikhathi esifanayo, ngo-September 1, ukukhishwa kuka-Sunwang kwamarisidi ediphozithi phesheya kwezilwandle (GDRs) kanye nokufakwa kuhlu kwawo ku-SIX Swiss Exchange kwagunyazwa yiKhomishana Yokulawula Impahla yaseChina.
NgoSepthemba, amandla afakiwe ezinkampani zaseKorea anda kakhulu.Phakathi kwazo, ngenxa yokuthengiswa okuqinile kwe-Tesla Model 3/Y, Volkswagen ID.4 kanye ne-Ford Mustang Mach-E, i-LG New Energy idlule ngempumelelo i-BYD futhi yaphinde yathola indawo yesibili ohlwini.Kodwa-ke, ukukhuphuka konyaka nonyaka kwamandla amasha e-LG efakiwe bekungama-39.2% kuphela, ngaphansi kakhulu kwesilinganiso semakethe, futhi isabelo sayo semakethe silahlekelwe ngamaphesenti angama-2.6.
Njengoba kwethulwa i-Ioniq 6, umfutho we-SK On uzokhula, ngenxa yokudayiswa okushisayo kwezinhlobo ezifana ne-Hyundai Ioniq 5 ne-Kia EV6.Iqhutshwa ukuthengiswa kwe-Audi e-tron, BMW iX, BMW i4, FIAT 500 nezinye izinhlobo, umthamo wokufakwa kwe-Samsung SDI wanda kakhulu.
Kusukela ngoJanuwari kuya kuSepthemba, amandla afakiwe emhlabeni wonke amabhethri kagesi abe ngu-341.3GWh, okuwukunyuka konyaka ngama-75.2%.ukuqhubeka nomkhuba wokukhula kusukela ngekota yesithathu ka-2020. Phakathi kwazo, umthamo ofakiwe we-CATL ufinyelele ku-119.8 GWh, ukukhuphuka konyaka ngo-100.3%, kanti isabelo sayo semakethe sikhuphuke sisuka ku-30.7% saya ku-35.1%..Umthamo wokufakwa kwamandla omusha wakwa-LG ubungu-48GWh, okuwukunyuka konyaka ngo-14.1%, futhi isabelo semakethe saso sehle ngamaphesenti angu-7.5 uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule.Umthamo ofakiwe we-BYD ungu-43.6GWh, oseduze ne-LG New Energy, futhi isabelo sayo semakethe sikhuphuke sisuka ku-8.1% saya ku-12.8%.
Sekukonke, izinkampani zezimoto zaseChina zisahola imakethe yebhethri yamandla emhlabeni wonke ngoSepthemba.Nakuba amandla afakiwe emhlabeni wonke amabhethri kagesi afinyelele phezulu okusha ngoSepthemba, isabelo semakethe ye-LG amandla amasha senyuke kakhulu, okubangele ukuthi ingxenye yemakethe yezinkampani zaseShayina yehle.
Ezinyangeni ezintathu zokugcina zika-2022, i-CATL ngokungangabazeki izohlala ingompetha bemakethe yebhethri lamandla emhlabeni wonke, futhi i-BYD ne-LG New Energy bazoqhudelana endaweni yesibili nesesithathu.Sibikezela ukuthi, uma sibheka isimo samanje sokuthengiswa kwezimoto ezintsha zamandla emhlabeni wonke ze-BYD, maningi amathuba okuthi kube isibili.
Isikhathi sokuthumela: Nov-08-2022