Vuba aha, umuryango mpuzamahanga w’ubujyanama SNE Research washyize ahagaragara amakuru yo kohereza ingufu za batiri zoherejwe ku isi mu 2023 hamwe n’urutonde rw’ibicuruzwa byoherejwe na lithium ya batiri ku isi, bikurura isoko.

Amakuru afatika yerekana ko ibicuruzwa byo kubika ingufu zo kubika ingufu ku isi byageze kuri 185GWh umwaka ushize, umwaka ushize byiyongera hafi 53%.Urebye ibicuruzwa icumi bya mbere byo kubika ingufu za batiri zoherejwe mu 2023, amasosiyete y'Abashinwa afite imyanya umunani, bingana na 90% by'ibyoherejwe.Kuruhande rwubushobozi burenze urugero, kugabanuka kwibiciro mubikoresho byo hejuru byanduzwa, intambara yibiciro birenze urugero, kandi kwibanda kumasoko ya batiri yo kubika ingufu biriyongera.Gusa CATL (300750.SZ), BYD (002594. .

Mu myaka ibiri ishize, isoko rya batiri yo kubika ingufu ryahindutse gitunguranye.Icyari cyarigeze kugaragara nko kwiheba agaciro yarwanwaga ubu cyahindutse inyanja itukura yo guhatanira ibiciro bidahenze, hamwe n’amasosiyete yiteguye guhatanira imigabane ku isoko ry’isi ku giciro cyo hasi.Ariko, kubera ubushobozi buke bwo kugenzura ibiciro bingana nibigo bitandukanye, imikorere yamasosiyete atwara ingufu zibika ingufu muri 2023 azaba atandukanye.Ibigo bimwe byageze ku iterambere, mugihe ibindi byagabanutse cyangwa igihombo.Dufatiye ku nganda, 2024 izaba umwaka w’amazi n’umwaka utoroshye wo kwihutisha kubaho kwizima no kuvugurura imiterere yisoko rya batiri yo kubika ingufu.

Long Zhiqiang, umushakashatsi mukuru muri Xinchen Information, mu kiganiro yagiranye n’umunyamakuru w’Ubushinwa News News yavuze ko amasosiyete akoresha ingufu za batiri zibika ingufu muri iki gihe yunguka bike cyangwa akanatakaza amafaranga.Kuberako ibigo byo mucyiciro cya mbere bifite imbaraga zo guhangana byuzuye kandi ibicuruzwa byabo bifite ubushobozi buhebuje, amasosiyete yo mucyiciro cya kabiri n'icya gatatu agira uruhare runini imbere mu bicuruzwa byatanzwe, bityo inyungu zabo ziratandukanye.

Umuvuduko w'igiciro

Mu 2023, hamwe no kwiyongera kwingufu nshya zashyizweho n’igabanuka ry’igiciro cy’ibikoresho fatizo bya lithium karubone yo hejuru, isoko ryo kubika ingufu ku isi rizatera imbere byihuse, bityo byongere ingufu za bateri zibika ingufu.Ariko, hamwe nibi, ubushobozi bwo kubitsa ingufu za batiri bwinjiye mugihe cyikirenga kubera kwaguka byihuse umusaruro nabakinnyi bashya nabakera.

Nk’uko amakuru ya InfoLink Consulting abitangaza, mu mwaka wa 2024, ingufu za selile zitanga ingufu za batiri zizaba hafi 3,400GWh, muri zo ingirabuzimafatizo zibika ingufu zingana na 22%, zigera kuri 750GWh.Muri icyo gihe, ingufu za batiri zo kubika ingufu zoherejwe ziziyongera 35% muri 2024, zigere kuri 266GWh.Birashobora kugaragara ko icyifuzo nogutanga ingirabuzimafatizo zibika ingufu zidahuye cyane.

Long Zhiqiang yabwiye abanyamakuru ati: “Kugeza ubu, ingufu zose zibika ingufu z’ingirabuzimafatizo zigeze kuri 500GWh, ariko icyifuzo nyacyo cy’inganda muri uyu mwaka ni uko bigoye kugera kuri 300GWh.Muri uru rubanza, umusaruro urenga 200GWh usanzwe ari ubusa. ”

Kwiyongera gukabije kwubushobozi bwibikorwa bya batiri zibika ingufu nigisubizo cyibintu byinshi.Mu rwego rwo kwihutira kutabogama kwa karubone, inganda zibika ingufu zazamutse vuba hamwe n’iterambere ry’isoko rishya ritanga ingufu.Abakinnyi bambukiranya imipaka barimo kwiyegereza, bihutira gukora no kugabana, kandi bose bashaka kubona agace ka pie.Muri icyo gihe kandi, bamwe mu bayobozi b'inzego z'ibanze na bo babonaga ko inganda za batiri ya lithium ari yo yibandwaho mu guteza imbere ishoramari, gukurura amasosiyete akoresha ingufu za batiri binyuze mu nkunga, politiki y'ibanze, n'ibindi kugira ngo ashyigikire ishyirwa mu bikorwa ry'imishinga.Byongeye kandi, hifashishijwe igishoro, amasosiyete akoresha ingufu za batiri zibika ingufu yihutishije umuvuduko wo kwaguka yongera imbaraga mu bushakashatsi n’iterambere, kongera ubushobozi bw’umusaruro, no kunoza iyubakwa ry’imiyoboro.

Urebye inyuma yubushobozi burenze urugero, igiciro rusange cyinganda zibika ingufu zagaragaje ko cyamanutse kuva 2023. Mugihe intambara yibiciro hejuru yibiciro bya karubone ya lithium igenda yiyongera, igiciro cyingirabuzimafatizo zibika ingufu nacyo cyamanutse kiva munsi yikigereranyo kiri munsi ya 1 Yuan / Wh mu ntangiriro ya 2023 kugeza munsi ya 0.35 Yu.Igitonyanga ni kinini kuburyo gishobora kwitwa "gukata ivi".

Long Zhiqiang yabwiye abanyamakuru ati: “Mu 2024, igiciro cya karubone ya lithium cyerekanye ihindagurika no kuzamuka, ariko muri rusange kugabanuka kw'ibiciro by'utugari twa batiri ntabwo byahindutse ku buryo bugaragara.Kugeza ubu, igiciro rusange cya selile ya batiri cyaragabanutse kugera kuri 0.35 Yuan / Wh, bigomba kuba Biterwa nimpamvu nkubunini bwibicuruzwa, ibintu bisabwa, hamwe nimbaraga zuzuye zamasosiyete akoresha bateri, igiciro cyibigo bishobora kugera kurwego ya 0.4 Yuan / Wh. ”

Dukurikije imibare yakozwe na Shanghai Nonferrous Metal Network (SMM), ikiguzi cyubu cya 280Ah lithium fer fosifate yo kubika ingufu zingana na 0.34 yuan / Wh.Ikigaragara ni uko inganda zibika ingufu za batiri zimaze kuguruka kumurongo wigiciro.

Ati: “Kugeza ubu, isoko rirenze kandi ibyifuzo ntibikomeye.Ibigo bigabanya ibiciro kugirango bifate isoko, harimo ibigo bimwe bivanaho ibiciro ku giciro gito, ibyo bikaba byaragabanije ibiciro.Muri ibi bihe, amasosiyete akoresha ingufu za batiri asanzwe yunguka inyungu nke cyangwa no gutakaza amafaranga.Ugereranije n’ibikorwa byo ku murongo wa mbere, ibicuruzwa byatanzwe mu nganda zo mu cyiciro cya kabiri n'icya gatatu birabigiramo uruhare. ”Long Zhiqiang ati.

Long Zhiqiang yagize ati: “Inganda zibika ingufu zizihutisha ivugurura mu 2024, kandi amasosiyete akoresha ingufu za batiri azagaragaza ibihe bitandukanye byo kubaho.Kuva mu mwaka ushize, inganda zagiye zihagarika umusaruro ndetse no guhagarika akazi.Igipimo cyo gukora ni gito, ubushobozi bwo gukora ni ubusa, nibicuruzwa Birashoboka't kugurishwa, kubwibyo bisanzwe bizana igitutu cyibikorwa.”

Ihuriro ry’inganda zikoresha ingufu za Zhongguancun ryemeza ko hashyizweho ingamba zo kubika ingufu, ariko bizatwara igihe kugira ngo ubushobozi bwo kubyaza umusaruro no kubara neza.Kugaragara kugaragara kwinyungu zinganda biterwa no kwiyongera kubisabwa n'umuvuduko wo gutezimbere no guhinduka kuruhande rutangwa.InfoLink Consulting yabanje guhanura ko ikibazo cy’ubushobozi buke bwa selile ya batiri kizagabanuka mu gihembwe cya mbere cya 2024. Ufatanije no gutekereza ku bikoresho bifatika, igiciro cy’ingirabuzimafatizo zibika ingufu kizaba gifite umwanya muto wo kumanuka mu gihe gito.

Gutandukanya inyungu

Kugeza ubu, sosiyete ya batiri ya lithium ahanini igenda kumaguru abiri: bateri yumuriro na bateri zibika ingufu.Nubwo kohereza ingufu zitinze bitinzeho gato, ibigo byashyize mumwanya ukomeye.

Kurugero, CATL ni "nyampinga wikubye kabiri" mubijyanye no kohereza bateri zamashanyarazi na bateri zibika ingufu.Yagaragaje mbere ibintu bitatu by'ingenzi: "kubika ingufu z'amashanyarazi + kubika ingufu zishobora kongera ingufu", "bateri z'amashanyarazi n'ibinyabiziga bishya by'ingufu" na "amashanyarazi + ubwenge".Icyerekezo gikomeye cyiterambere.Mu myaka ibiri ishize, ingano ya batiri yo kubika ingufu za sosiyete hamwe n’amafaranga yakomeje kwiyongera, kandi yageze no ku guhuza uburyo bwo kubika ingufu.BYD yinjiye mu bubiko bw'ingufu guhera mu 2008 yinjira mu masoko yo hanze hakiri kare.Kugeza ubu, bateri yo kubika ingufu za sosiyete hamwe nubucuruzi bwa sisitemu biza kumwanya wa mbere.Ukuboza 2023, BYD yarushijeho gushimangira ikirango cyayo cyo kubika ingufu maze ihindura ku mugaragaro izina rya Shenzhen Pingshan Fudi Battery Co., Ltd ihinduka Shenzhen BYD Energy Storage Co., Ltd.

Nka nyenyeri izamuka mubijyanye na bateri zibika ingufu, Ububiko bwa Haichen bwibanze ku nganda zibika ingufu kuva yashingwa muri 2019 kandi bugaragaza imbaraga zikomeye ziterambere.Yashyizwe mubateri batanu ba mbere babika ingufu mumyaka ine gusa.Muri 2023, Ububiko bwa Haichen bwatangiye kumugaragaro inzira ya IPO.

Mubyongeyeho, ingufu za Penghui (300438.SZ) nazo zirimo gushyira mubikorwa ingamba zo kubika ingufu, arizo“irateganya kugera ku iterambere ryiyongereyeho 50% mu myaka itatu cyangwa itanu iri imbere, irenga miliyari 30 yinjiza, kandi ibe isoko ryiza mu nganda zibika ingufu.”Mu 2022, amafaranga yinjira mu bucuruzi bwo kubika ingufu zizaba zingana na 54% byinjira byose.

Uyu munsi, mubidukikije birushanwe cyane, ibintu nkibintu byerekana ibicuruzwa, inkunga, ubwiza bwibicuruzwa, igipimo, ikiguzi, hamwe numuyoboro bifitanye isano no gutsinda cyangwa kunanirwa kwamasosiyete akoresha ingufu za batiri zibika ingufu.Muri 2023, imikorere yamasosiyete akoresha ingufu za batiri zibika ingufu zagiye zitandukanye, kandi inyungu zabo ziri mubibazo bikomeye.

Imikorere yamasosiyete ya batiri ihagarariwe na CATL, BYD na EV Lithium Energy byose byakomeje gutera imbere.Kurugero, mu 2023, Ningde Times yinjije amafaranga yinjiza yose hamwe angana na miliyari 400.91 yu mwaka, umwaka ushize wiyongereyeho 22.01%, kandi inyungu y’inyungu ituruka ku banyamigabane b’amasosiyete yashyizwe ku rutonde yari miliyari 44,121, yiyongera ku mwaka ku mwaka. 43.58%.Muri byo, amafaranga ya sisitemu yo kubika ingufu za sosiyete yinjije miliyari 59.9, yiyongereyeho umwaka ushize yiyongereyeho 33.17%, bingana na 14.94% byinjira byose.Inyungu rusange ya sisitemu yo kubika ingufu za sosiyete yari 23,79%, umwaka ushize wiyongereyeho 6.78%.

Ibinyuranye, imikorere yamasosiyete nka Ruipu Lanjun na Penghui Energy itanga ishusho itandukanye.

Muri bo, Ruipu Lanjun yahanuye igihombo cya miliyari 1.8 kugeza kuri miliyari 2 mu 2023;Ingufu za Penghui ziteganya ko inyungu zishobora guterwa n’abanyamigabane b’amasosiyete yashyizwe ku rutonde mu 2023 azaba miliyoni 58 kugeza kuri miliyoni 85 Yuan, umwaka ushize ugabanuka 86.47% ukagera kuri 90.77%.

Penghui Energy yagize ati: “Kubera igabanuka rikabije ry’ibiciro bya karubone ya lisiyumu yo mu rwego rwo hejuru, hamwe n’irushanwa ryo ku isoko, ishami ryo kugurisha igiciro cy’ibicuruzwa bya litiro ya litiro y’isosiyete ryaragabanutse ku buryo bugaragara, bikaba byararengewe n’ibintu byangiza amasosiyete yo hasi, bityo bikagira ingaruka ku nyungu n'inyungu;igabanuka ry'ibicuruzwa ryagize kandi ibyo byatumye hashyirwaho ingingo nyinshi zo guta agaciro k'ibarura ryakozwe mu mpera z'iki gihe, bityo bigira ingaruka ku nyungu z'isosiyete. ”

Long Zhiqiang yabwiye abanyamakuru ati: “CATL irimo gushyira ingufu nyinshi ku masoko yo mu gihugu ndetse no hanze.Ubwiza bwayo, ikirango, ikoranabuhanga nubunini ntagereranywa mu nganda.Ibicuruzwa byayo bifite ubushobozi buhebuje, 0.08-0.1 yuan / Ninde uruta uw'urungano rwayo.Byongeye kandi, Byongeye kandi, isosiyete yaguye umutungo wacyo wo hejuru kandi isinyana ubufatanye n’abakiriya bakomeye bo mu gihugu ndetse n’abanyamahanga, ibyo bigatuma isoko ryayo bigora guhungabana.Ibinyuranye, imbaraga zuzuye za sosiyete ya batiri yo kubika ingufu zo mu cyiciro cya kabiri n'icya gatatu zigomba kurushaho kunozwa.Hariho intera nini mu bijyanye n'ubunini bwonyine, ibyo bigatuma ibiciro byayo bitaba byiza kandi inyungu zayo zikagabanuka. ”

Amarushanwa akaze yisoko aragerageza gupiganwa kwuzuye kwinganda.Liu Jincheng, umuyobozi wa Yiwei Lithium Energy, aherutse kuvuga ati: “Gukora bateri zibika ingufu bisaba igihe kirekire kandi bisabwa kugira ngo ubuziranenge ubwabwo.Abakiriya bo hasi bazumva izina nibikorwa byamateka yinganda za batiri.Inganda za Batiri zimaze gutandukana muri 2023., 2024 zizaba amazi;imiterere yimari yinganda za batiri nayo izahinduka ikintu cyingenzi kubakiriya.Ibigo bifata buhumyi ingamba zihendutse bizagora gutsinda ibigo byambere bifite urwego rwo hejuru rwo gukora.Igiciro cyijwi ntabwo arintambara nyamukuru, kandi ntigishoboka.”

Umunyamakuru yabonye ko uko isoko ryifashe muri iki gihe, nubwo inyungu zikomeje kuba igitutu, amasosiyete abika ingufu aracyafite ibyifuzo bitandukanye ku ntego z’ubucuruzi.

Liu Jincheng yatangaje ko intego y’ubucuruzi ya Yiwei Lithium Energy mu 2024 ari uguhinga cyane no gusubiza ibice mu bubiko, yizera ko buri ruganda rwubatswe rushobora kugera ku nyungu.Muri byo, kubijyanye na bateri zibika ingufu, tuzaharanira kurushaho kunoza urutonde rwogutanga uyu mwaka nuwumwaka utaha, kandi guhera muri uyumwaka, tuzagenda twongera buhoro buhoro igipimo cyo gutanga cya Pack (pack pack) na sisitemu.

Ruipu Lanjun yabanje kuvuga ko yemera ko isosiyete ishobora kugera ku nyungu kandi ikabyara amafaranga yinjira mu 2025. Usibye guhindura ibiciro by'ibicuruzwa, isosiyete izagera ku ntego zayo mu kuzamura umusaruro ukomoka ku musaruro, ikongerera ubushobozi bwo guhangana n’imihindagurikire y’ibiciro fatizo, kongera amafaranga yo kugurisha, no gushiraho ubukungu bwikigereranyo.