Haufinyane tjena, mokhatlo oa machaba oa boeletsi oa SNE Research o lokolitse data ea thomello ea matla a lefats'e ea polokelo ea matla ka 2023 le lenane la thomello ea lik'hamphani tsa polokelo ea matla ea lithium betri, e hohelang tlhokomelo ea mmaraka.

Lintlha tse amehang li bonts'a hore thepa ea libeteri ea polokelo ea matla lefatšeng ka bophara e fihlile ho 185GWh selemong se fetileng, e leng keketseho ea selemo le selemo ea hoo e ka bang 53%.Ha re sheba lits'ebetso tse leshome tse holimo tsa lefats'e tsa polokelo ea matla ka 2023, lik'hamphani tsa China li lula litulo tse robeli, tse etsang karolo ea 90% ea thepa e rometsoeng.Khahlanong le semelo sa matla a nako le nako, ho fokotseha ha theko ea thepa e tala e ntse e fetisoa, lintoa tsa theko e phahameng lia eketseha, 'me 'maraka oa betri ea polokelo ea matla o ntse o eketseha.Feela CATL (300750.SZ), BYD (002594.SZ), le Yiwei Lithium Energy (300014 .SZ), Ruipu Lanjun (0666.HK), le Haichen Energy Storage, kakaretso ea karolo ea mmaraka ea lik'hamphani tse hlano tse etellang pele e feta 75%. .

Lilemong tse peli tse fetileng, 'maraka oa betri oa polokelo ea matla o bile le phetoho ea tšohanyetso.Seo pele se neng se nkoa e le khatello ea maikutlo ea boleng e neng e loanoa e se e fetohile leoatle le lefubelu la tlhōlisano ea theko e tlaase, e nang le lik'hamphani tse ikemiselitseng ho qothisana lehlokoa le karolo ea 'maraka oa lefatše ka theko e tlaase.Leha ho le joalo, ka lebaka la bokhoni bo sa lekanang ba ho laola litšenyehelo tsa lik'hamphani tse fapaneng, ts'ebetso ea lik'hamphani tsa betri ea polokelo ea matla ka 2023 e tla khetholloa.Lik'hamphani tse ling li fihletse kholo, ha tse ling li theohile kapa esita le tahlehelo.Ho ea ka pono ea indasteri, 2024 e tla ba selemo sa bohlokoa sa metsi le selemo se mahlonoko bakeng sa ho potlakisa ho pholoha ha ba matla ka ho fetesisa le ho fetola sebopeho sa 'maraka oa betri ea polokelo ea matla.

Long Zhiqiang, mofuputsi ea phahameng oa Xinchen Information, o boletse puisanong le moqolotsi oa litaba oa China Business News hore lik'hamphani tsa betri tsa polokelo ea matla hona joale li etsa phaello e fokolang kapa esita le ho lahleheloa ke chelete.Hobane lik'hamphani tsa boemo ba pele li na le tlholisano e matla ka ho fetesisa 'me lihlahisoa tsa tsona li na le bokhoni ba pele, lik'hamphani tsa boemo ba bobeli le ba boraro li kenelletse ka hare ho khotheishene ea lihlahisoa, kahoo ts'ebetso ea tsona ea phaello e ea fapana.

Khatello ea litšenyehelo

Ka 2023, ka kholo ea matla a macha a kentsoeng le ho theoha ha theko ea thepa e tala ea lithium carbonate, 'maraka oa lefats'e oa polokelo ea matla o tla hola ka potlako, ka hona o eketsa tlhoko ea libeteri tsa polokelo ea matla.Leha ho le joalo, hammoho le sena, matla a tlhahiso ea betri ea polokelo ea matla a kene ka nako e eketsehileng ka lebaka la katoloso e potlakileng ea tlhahiso ke libapali tse ncha le tsa khale.

Ho latela ponelopele ea InfoLink Consulting, matla a tlhahiso ea lisele tsa betri lefatšeng ka bophara a tla ba haufi le 3,400GWh ka 2024, moo lisele tsa polokelo ea matla li nkang karolo ea 22%, ho fihlela 750GWh.Ka nako e ts'oanang, thomello ea lisele tsa polokelo ea matla e tla hola ka 35% ka 2024, e fihle ho 266GWh.Ho ka bonoa hore tlhoko le phepelo ea lisele tsa polokelo ea matla li fapane haholo.

Long Zhiqiang o ile a bolella baqolotsi ba litaba: "Hona joale, matla ohle a tlhahiso ea lisele tsa polokelo ea matla a fihlile ho 500GWh, empa tlhokahalo ea sebele ea indasteri selemong sena ke hore ho thata ho fihla 300GWh.Tabeng ena, matla a tlhahiso a fetang 200GWh ka tlhaho ha a sebetse. ”

Katoloso e feteletseng ea matla a tlhahiso ea lik'hamphani tsa betri tsa polokelo ea matla ke phello ea lintlha tse ngata.Boemong ba ho potlakela ho se nke lehlakore ka carbon, indasteri ea polokelo ea matla e tsohile ka potlako ka nts'etsopele ea 'maraka o mocha oa ho hlahisa matla a matla.Libapali tsa moeli li ntse li kena, li potlakela ho bapala le ho arolelana, 'me bohle ba batla ho fumana sengoathoana sa phae.Ka nako e ts'oanang, mebuso e meng ea libaka e boetse e nka indasteri ea betri ea lithium e le sepheo sa ts'ebetso ea lichelete, ho hohela lik'hamphani tsa betri tsa polokelo ea matla ka lithuso, maano a khethehileng, joalo-joalo ho tšehetsa ts'ebetsong ea merero.Ntle le moo, ka thuso ea lichelete, lik'hamphani tsa betri tsa polokelo ea matla li potlakisitse lebelo la katoloso ka ho eketsa matsapa a lipatlisiso le nts'etsopele, ho holisa bokhoni ba tlhahiso, le ho ntlafatsa kaho ea mocha.

Khahlanong le semelo sa nako le nako, theko ea kakaretso ea ketane ea indasteri ea polokelo ea matla e bontšitse mokhoa oa ho theoha ho tloha 2023. Ha ntoa ea theko ea theko ea lithium carbonate e ntse e eketseha, theko ea lisele tsa polokelo ea matla e boetse e theohile ho tloha tlaase ho tlase ho 1. yuan/Wh qalong ea 2023 ho isa tlase ho 0.35 yuan/Wh.Lerotholi le leholo hoo le ka bitsoa "ho khaola lengole".

Long Zhiqiang o ile a bolella baqolotsi ba litaba: "Ka 2024, theko ea lithium carbonate e bontšitse ho fetoha ho itseng le ho phahama, empa mokhoa o akaretsang oa ho theoha ha litheko tsa lisele tsa betri ha o so fetohe haholo.Hajoale, theko ea lisele tsa betri ka kakaretso e theohetse ho hoo e ka bang 0.35 yuan/Wh, e hlokang ho ba Ho latela lintlha tse kang bophahamo ba taelo, maemo a ts'ebeliso, le matla a felletseng a lik'hamphani tsa lisele tsa betri, theko ea lik'hamphani ka bomong e ka fihla boemong boo. ea 0.4 yuan/Wh.

Ho latela lipalo tsa Shanghai Nonferrous Metal Network (SMM), theko ea hajoale ea 280Ah lithium iron phosphate energy storage cell e ka ba 0.34 yuan/Wh.Ho hlakile hore lifeme tsa betri tsa polokelo ea matla li se li ntse li tsamaea ka theko.

"Hajoale, 'maraka o fepeloa ho feta tekano mme tlhoko ha e matla.Likhamphani li fokotsa litheko ho hapa 'maraka, ho kenyelletsa le lik'hamphani tse ling tse hlakolang thepa ka litheko tse tlase, e leng se entseng hore litheko li tepeletse le ho feta.Tlas'a boemo bona, lik'hamphani tsa betri tsa polokelo ea matla li se li ntse li etsa phaello e nyane kapa esita le ho lahleheloa ke chelete.Ha ho bapisoa le Likhoebo tsa Mohala oa pele, mantsoe a qotsitsoeng a likhoebo tsa boemo ba bobeli le ba boraro a sebetsa haholo.Ho boletse Zhiqiang nako e telele.

Long Zhiqiang o boetse a re: "Indasteri ea polokelo ea matla e tla potlakisa phetoho ka 2024, 'me lik'hamphani tsa betri tse bolokang matla li tla hlahisa maemo a fapaneng a ho pholoha.Ho tloha selemong se fetileng, indasteri e bone ho koaloa ha tlhahiso esita le ho lelekoa.Sekhahla sa ts'ebetso se tlase, matla a tlhahiso ha a sebetse, le lihlahisoa E ka'e ka rekisoa, kahoo e tla jara khatello ea ts'ebetso ka tlhaho.”

Zhongguancun Energy Storage Industry Technology Alliance e lumela hore botebo ba indasteri ea polokelo ea matla bo se bo khethiloe, empa ho ntse ho tla nka nako ho hlakola bokhoni ba tlhahiso le ho cheka lethathamo.Ho hlaphoheloa ho bonahalang ha phaello ea indasteri ho itšetlehile ka keketseho ea tlhokahalo le lebelo la ho ntlafatsa le ho lokisa lehlakoreng la phepelo.InfoLink Consulting e kile ea bolela esale pele hore bothata ba ho feta matla a lisele tsa betri bo tla theoha karolong ea pele ea 2024. Ho kopantsoe le ho nahanisisa ka litšenyehelo tsa thepa, theko ea lisele tsa polokelo ea matla e tla ba le sebaka se fokolang sa ho theoha ka nako e khutšoanyane.

Phapang ea phaello

Hajoale, lik'hamphani tsa betri tsa lithium ha e le hantle li tsamaea ka maoto a mabeli: libeteri tsa matla le libeteri tsa polokelo ea matla.Leha phepelo ea polokelo ea matla e se e liehile hanyane, lik'hamphani li e behile sebakeng se hlahelletseng.

Mohlala, CATL ke "mampoli ea habeli" mabapi le thomello ea libeteri tsa motlakase le libeteri tsa polokelo ea matla.Pele e khethile libaka tse tharo tsa bohlokoa: "polokelo ea matla a electrochemical + tlhahiso ea matla a tsosolositsoeng", "libetri tsa matla le likoloi tse ncha tsa matla" le "motlakase + bohlale".Tataiso e kholo ea nts'etsopele ea leano.Lilemong tse peli tse fetileng, tekanyo ea betri ea polokelo ea matla ea k'hamphani le chelete e ntse e tsoela pele ho hola, 'me e eketsehile ho ea ho sehokelo sa ho kopanya tsamaiso ea polokelo ea matla.BYD e kene sebakeng sa polokelo ea matla ho tloha ka 2008 mme ea kena mebarakeng ea mose ho maoatle pele ho nako.Hajoale, betri ea polokelo ea matla ea k'hamphani le likhoebo tsa sistimi li maemong a pele.Ka December 2023, BYD e ile ea matlafatsa lets'oao la eona la polokelo ea matla mme ea fetola semmuso lebitso la Shenzhen Pingshan Fudi Battery Co., Ltd. ho Shenzhen BYD Energy Storage Co., Ltd.

Joalo ka naleli e ntseng e phahama lebaleng la libeteri tsa polokelo ea matla, Haichen Energy Storage e tsepamisitse maikutlo indastering ea polokelo ea matla ho tloha ha e theoa ka 2019 mme e bonts'itse tsoelo-pele e matla.E behiloe har'a libeteri tse hlano tse holimo tsa polokelo ea matla ka lilemo tse 'ne feela.Ka 2023, Haichen Energy Storage e ile ea qala ka molao ts'ebetso ea IPO.

Ho feta moo, Penghui Energy (300438.SZ) e boetse e kenya ts'ebetsong leano la ho boloka matla, leo“e rera ho fihlela kholo e kopaneng ea ho feta 50% lilemong tse tharo ho isa ho tse hlano tse tlang, e fetang limilione tse likete tse 30 ka lekeno, le ho ba mofani ea ratoang indastering ea polokelo ea matla.”Ka 2022, chelete ea khoebo ea polokelo ea matla ea k'hamphani e tla ikarabella bakeng sa 54% ea lekhetho lohle.

Kajeno, tikolohong e nang le tlholisano e matla, lintlha tse kang tšusumetso ea brand, lichelete, boleng ba sehlahisoa, sekala, litšenyehelo le likanale li amana le katleho kapa ho hloleha ha lik'hamphani tsa betri tsa polokelo ea matla.Ka 2023, ts'ebetso ea lik'hamphani tsa betri ea polokelo ea matla e theohile, 'me phaello ea bona e maqakabetsing.

Ts'ebetso ea lik'hamphani tsa betri tse emetsoeng ke CATL, BYD le EV Lithium Energy kaofela li bolokile kholo.Mohlala, ka 2023, Ningde Times e fihletse chelete eohle ea ts'ebetso ea li-yuan tse limilione tse likete tse 400.91, keketseho ea selemo le selemo ea 22.01%, 'me phaello e hlahisoang ke beng ba likhamphani tse thathamisitsoeng e ne e le li-yuan tse libilione tse 44.121, keketseho ea selemo le selemo ea 43.58%.Har'a tsona, chelete ea polokelo ea betri ea matla ea k'hamphani e ne e le li-yuan tse limilione tse likete tse 59.9, keketseho ea selemo le selemo ea 33.17%, e ikarabellang bakeng sa 14.94% ea chelete eohle.Phaello e felletseng ea sistimi ea betri ea polokelo ea matla e ne e le 23.79%, keketseho ea selemo le selemo ea 6.78%.

Ka lehlakoreng le leng, ts'ebetso ea lik'hamphani tse kang Ruipu Lanjun le Penghui Energy e fana ka setšoantšo se fapaneng.

Har'a bona, Ruipu Lanjun o bolela esale pele tahlehelo ea li-yuan tse limilione tse likete tse 1.8 ho isa ho tse 2 ka 2023;Penghui Energy e bolela esale pele hore phaello e ka hlahisoang ke beng ba likhamphani tse thathamisitsoeng ka 2023 e tla ba li-yuan tse limilione tse 58 ho isa ho tse limilione tse 85, e leng phokotso ea selemo le selemo ea 86.47% ho isa ho 90.77%.

Penghui Energy o itse: "Ka lebaka la ho theoha ho hoholo ha theko ea thepa e ka holimo ea lithium carbonate, hammoho le tlhōlisano ea 'maraka, theko ea thekiso ea lihlahisoa tsa lithium betri ea k'hamphani e theohile haholo, e' nileng ea e-ba teng ka lebaka la ho fokotseha ha lik'hamphani tse tlaase. kahoo e ama chelete e kenang le phaello;phokotso ea theko ea lihlahisoa le eona Sena se entse hore ho be le litokisetso tse ngata tsa ho theoha ha thepa qetellong ea nako, ka hona ho ama phaello ea k'hamphani.

Long Zhiqiang o bolelletse baqolotsi ba litaba: “CATL e etsa boiteko bo boholo mebarakeng ea lapeng le kantle ho naha.Boleng ba eona, lets'oao, thekenoloji le boholo ba eona ha li bapisoe indastering.Lihlahisoa tsa eona li na le bokhoni ba premium, 0.08-0.1 yuan / Wh e phahameng ho feta ea lithaka tsa eona.Ho phaella moo, ho phaella moo, khampani e atolositse lisebelisoa tsa eona tse ka holimo le ho saena tšebelisano-'moho le bareki ba ka sehloohong ba malapeng le ba tsoang linaheng tse ling, e leng se etsang hore boemo ba eona ba 'maraka bo be thata ho sisinyeha.Ka lehlakoreng le leng, matla a felletseng a lik'hamphani tsa betri tse bolokang matla a bobeli le a boraro a hloka ho ntlafatsoa le ho feta.Ho na le lekhalo le leholo mabapi le tekanyo feela, e leng se etsang hore litšenyehelo tsa eona li se be molemo le phaello ea eona e fokotsehe. ”

Tlholisano ea 'maraka ea Brutal e leka tlholisano e felletseng ea likhoebo.Liu Jincheng, molula-setulo oa Yiwei Lithium Energy, haufinyane tjena: “Ho etsa libeteri tsa polokelo ea matla ka tlhaho ho hloka nako e telele le litlhoko tse phahameng tsa boleng ka bohona.Bareki ba tlase ba tla utloisisa botumo le ts'ebetso ea nalane ea lifeme tsa betri.Lifeme tsa libeteri li se li fapane ka 2023. , 2024 e tla ba sebaka sa metsi;boemo ba lichelete ba lifeme tsa betri le bona bo tla fetoha taba ea bohlokoa ho bareki.Likhamphani tse sebelisang maano a theko e tlase ka bofofu li tla fumana ho le thata ho hlola lik'hamphani tse etellang pele tse nang le maemo a holimo a tlhahiso.Theko ea molumo ha se sebaka se seholo sa ntoa, 'me ha se tsitse.”

Moqolotsi oa litaba o ile a hlokomela hore sebakeng sa hona joale sa 'maraka, le hoja phaello e ntse e tsoela pele ho ba tlas'a khatello, lik'hamphani tsa polokelo ea matla li ntse li e-na le litebello tse fapaneng bakeng sa lipakane tsa khoebo.

Liu Jincheng o senotse hore sepheo sa khoebo sa Yiwei Lithium Energy ka 2024 ke ho lema ka matla le ho khutlisetsa likaroloana matlong a polokelo, ka tšepo ea hore feme e 'ngoe le e' ngoe e hahiloeng e ka fumana phaello.Har'a bona, mabapi le libeteri tsa polokelo ea matla, re tla ikitlaelletsa ho ntlafatsa boemo ba pelehi selemong sena le selemong se tlang, 'me ho qala ka selemo sena, butle-butle re tla eketsa tekanyo ea phano ea Pack (betri pack) le tsamaiso.

Ruipu Lanjun o kile a bolela hore e lumela hore k'hamphani e ka fumana phaello le ho hlahisa chelete e kenang ea chelete e sebetsang ka 2025. Ntle le ho lokisa litheko tsa lihlahisoa, k'hamphani e tla finyella lipakane tsa eona ka ho ntlafatsa katleho ea tlhahiso, ho matlafatsa bokhoni ba eona ba ho arabela ho feto-fetoha ha litšenyehelo tsa thepa e tala, ho eketsa chelete ea thekiso, le ho theha moruo oa tekanyo.