Thaum lub Cuaj Hlis, lub peev xwm ntawm CATL tau nce mus txog 20GWh, nyob deb ntawm kev ua lag luam, tab sis nws txoj kev lag luam tau poob dua.Qhov no yog qhov poob thib peb tom qab kev poob qis hauv lub Plaub Hlis thiab Lub Xya Hli xyoo no.Ua tsaug rau kev muag khoom muaj zog ntawm Tesla Model 3 / Y, Volkswagen ID.4 thiab Ford Mustang Mach-E, LG Tshiab Zog tau ua tiav dhau BYD thiab tau txais qhov chaw thib ob ntawm daim ntawv teev npe.BYD txoj kev lag luam tau poob los ntawm 0.9 feem pua cov ntsiab lus, poob rau qhov thib peb.
Ntxiv rau qhov kev hloov pauv ntawm txoj haujlwm thib ob thiab thib peb, lwm qhov kev hloov pauv hauv lub ntiaj teb lub zog roj teeb TOP10 qeb duas nyob rau lub Cuaj Hli yog tias Yiwei Lithium Zog dua ib zaug dua Honeycomb Zog thiab ranked 10th ntawm cov npe.
Raws li cov ntaub ntawv los ntawm SNE Research, South Kauslim lub koom haum tshawb fawb kev lag luam, lub ntiaj teb teeb tsa lub peev xwm ntawm cov roj teeb hluav taws xob hauv lub Cuaj Hli yog 54.7GWh, ib hlis ib hlis nce ntawm 19.7% thiab ib xyoos ib zaug nce ntau dua 1.6 npaug. .Tseem muaj 6 lub tuam txhab suav hauv TOP10 lub ntiaj teb fais fab roj teeb uas muaj peev xwm, nrog rau kev lag luam sib faib ntawm 59.4%, txo qis ntawm 4.6 feem pua ntawm cov ntsiab lus ntawm lub hli piv nrog 64% thaum Lub Xya Hli, tseem tuav ib nrab ntawm lub ntiaj teb fais fab roj teeb lag luam. .
Hais txog kev loj hlob ntawm lub hli-rau-hli, peb lub tuam txhab hauv South Kauslim tau nce lawv txoj kev loj hlob los ntawm cov paj loj.Ntawm lawv, LG Tshiab Zog tau nce los ntawm 76% lub hli-rau-hli, SK On nce 27.3% lub hli-rau-hli, thiab Samsung SDI nce 14.3% lub hli-rau-hli.Cov tuam txhab suav xws li CATL, BYD, Guoxuan Hi-Tech, thiab Xinwangda txhua tus tau nce ntau dua 10% ntawm lub hli.
Hais txog kev sib koom ua lag luam, piv nrog lub Yim Hli, tshwj tsis yog LG Tshiab Zog (nce 5.1 feem pua cov ntsiab lus) thiab SK On (0.3 feem pua cov ntsiab lus), kev lag luam sib koom ntawm lwm lub tuam txhab tau txo qis rau qhov sib txawv.Ntawm lawv, CATL feem ua lag luam poob los ntawm 3 feem pua cov ntsiab lus, thiab BYD poob los ntawm 0.9 feem pua.
Piv nrog rau tib lub sijhawm xyoo tas los, kev ua lag luam ntawm CATL tau nce 3.7 feem pua, BYD nce 2.8 feem pua cov ntsiab lus, thiab Sunwoda nce 1.1 feem pua.Panasonic lub lag luam feem poob poob 5.6 feem pua cov ntsiab lus, LG Tshiab Zog poob 2 feem pua ntawm cov ntsiab lus, thiab SK On poob 1.2 feem pua.
Nyob rau lub Cuaj Hli, lub peev xwm nruab ntawm CATL yog 19.9GWh, ib hlis ib hlis nce ntawm 10.6%, thiab nws tseem yog thawj, nrog rau kev lag luam sib faib poob 3 feem pua ntawm cov ntsiab lus ntawm lub hli.Qhov no yog qhov kev poob qis thib peb hauv kev ua lag luam ntawm CATL tom qab poob rau lub Plaub Hlis thiab Lub Xya Hli xyoo no.Nyob rau theem kev lag luam xov xwm, CATL tab tom nrawm nws txoj kev xa tawm hauv kev lag luam txawv teb chaws.Nws yuav muab cov roj teeb lithium hlau phosphate rau Ford Mustang Mach-E muag hauv North American lag luam txij xyoo tom ntej, thiab yuav muab lithium hlau phosphate rau F-150 Lightning ntshiab hluav taws xob khaws thaum ntxov 2024. Roj teeb.
Tom qab tshaj LG Tshiab Zog nyob rau lub Plaub Hlis, Tsib Hlis, Lub Xya Hli thiab Lub Yim Hli thiab qeb thib ob, BYD tau dhau los ntawm LG Tshiab Zog dua nyob rau lub Cuaj Hli nrog qhov tsis zoo ntawm 1.5 GWh, thiab cov qeb duas poob mus rau peb.Txij li thaum pib ntawm lub xyoo no, kev muag khoom ntawm BYD lub zog tshiab tsheb tau loj hlob los ntawm leaps thiab ciam teb.Kev muag khoom hauv lub Cuaj Hli tau tshaj 200,000 hauv ib qho kev poob qis.Raws li txoj cai, lub peev xwm nruab ntawm nws cov roj teeb hluav taws xob kuj tseem nce ntxiv.Tab sis vim LG Tshiab Zog qhov teeb tsa yog lub lag luam thoob ntiaj teb, feem ntau ntawm BYD kev lag luam tseem nyob hauv Suav teb.
Ua tsaug rau qhov kub muag ntawm BYD's DM-i qauv, cov tuam txhab tsheb txawv teb chaws kuj tau pib nyiam DM-i hybrid technology.Piv txwv li, FAW-Volkswagen Audi yuav siv BYD DM-i / DM-p hybrid system los nruab rau ntawm nws tus kheej cov qauv tseem ceeb.Thawj tus qauv yuav tsum tau nruab yuav yog Audi A4L.
Koj yuav tsum paub tias txawm hais tias cov tsheb hauv tsev tau nruab nrog BYD DM-i hybrid system ua ntej, xws li Skyworth, Dongfeng Xiaokang, thiab lwm yam, piv nrog qhov no, kev lees paub ntawm FAW-Volkswagen Audi yog qhov tseem ceeb rau BYD.
Lub peev xwm nruab ntawm Tuam Tshoj Innovation Airlines yog 2.0GWh, nce 5.3% lub hli-rau-hli, thiab nws txoj kev lag luam feem cuam poob qis los ntawm 0.5 feem pua ntawm cov ntsiab lus nyob rau ib hlis, nce 0.6 feem pua ntawm cov xyoo-rau-xyoo, qeb thib xya.Ntxiv rau qhov kev teeb tsa ntawm kev lag luam hauv tsev, Tuam Tshoj Innovation Airlines kuj tau ua kom cov txheej txheem ntawm kev lag luam txawv teb chaws.Tsis ntev dhau los, Tuam Tshoj Innovation Airlines thiab tsoomfwv Portuguese tau kos npe rau daim ntawv cog lus ntawm kev koom tes hauv Sines, Sebatur District, kos npe rau kev tsim ntawm Tuam Tshoj Innovation Airlines 'European industrial puag.Portugal.
Guoxuan Hi-Tech, uas nyob rau qib yim, muaj peev xwm nruab ntawm 1.6GWh, nce 14.3% lub hli-rau-hli.Tam sim no, Guoxuan Hi-Tech tau txais qhov chaw tsim khoom loj ntawm Volkswagen tus qauv roj teeb, nyob rau hauv daim ntawv ntawm square lithium hlau phosphate thiab ternary.Cov khoom lag luam muaj feem xyuam yuav raug siv rau hauv cov neeg siv khoom loj tshaj plaws lub zog tshiab platform, txhawb nqa Volkswagen cov khoom siv hluav taws xob tshiab tsim tawm tshiab.Nws xav tias yuav thauj khoom hauv thawj ib nrab ntawm 2024.
Sunwoda lub peev xwm nruab yog 1GWh, nce 11.1% lub hli-rau-hli.Nrog kev txhawb nqa ntawm cov tuam txhab tsheb xws li Xiaopeng Motors, Li Auto thiab NIO, Xinwangda tau loj hlob sai thiab tau dhau los ua neeg nyob hauv "neeg ua si" hauv daim ntawv teev npe, qeb thib cuaj ntawm cov npe rau rau lub hlis sib law liag.Sunwoda tsis ntev los no tau txais ib qho kev txiav txim ruaj khov los ntawm Volkswagen Group rau lub roj teeb pob system ntawm HEV project, uas qhia tau hais tias Sunwoda tau nkag mus rau qhov tseem ceeb hauv kev tsim cov neeg siv khoom lag luam tsheb thoob ntiaj teb, thiab tseem muaj txiaj ntsig rau kev txhim kho Sunwoda muaj nyob hauv thaj chaw. ntawm electric tsheb roj teeb.kev sib tw muaj zog.
Nyob rau tib lub sijhawm, thaum lub Cuaj Hlis 1, Sunwang tau tshaj tawm cov ntawv txais nyiaj txawv teb chaws thoob ntiaj teb tso nyiaj (GDRs) thiab nws cov npe ntawm SIX Swiss Exchange tau pom zoo los ntawm Tuam Tshoj Securities Regulatory Commission.
Nyob rau lub Cuaj Hli, lub peev xwm ntawm cov tuam txhab Kauslim tau nce ntau.Ntawm lawv, ua tsaug rau kev muag khoom muaj zog ntawm Tesla Model 3 / Y, Volkswagen ID.4 thiab Ford Mustang Mach-E, LG Tshiab Zog tau ua tiav dhau BYD thiab tau txais qhov chaw thib ob ntawm cov npe.Txawm li cas los xij, qhov nce xyoo-rau-xyoo ntawm LG lub zog tshiab tau tsim muaj peev xwm tsuas yog 39.2%, qis dua qhov nruab nrab ntawm kev ua lag luam, thiab nws txoj kev lag luam kuj poob 2.6 feem pua.
Nrog rau kev tshaj tawm ntawm Ioniq 6, SK On txoj kev loj hlob yuav nthuav dav ntxiv, ua tsaug rau qhov muag kub ntawm cov qauv xws li Hyundai Ioniq 5 thiab Kia EV6.Tsav los ntawm kev muag khoom ntawm Audi e-tron, BMW iX, BMW i4, FIAT 500 thiab lwm yam qauv, Samsung SDI ntsia muaj peev xwm nce ntxiv.
Txij Lub Ib Hlis Ntuj txog Lub Cuaj Hli, lub ntiaj teb kev teeb tsa lub peev xwm ntawm cov roj teeb hluav taws xob yog 341.3GWh, nce xyoo ib xyoos ntawm 75.2%,txuas ntxiv txoj kev loj hlob txij li lub quarter thib peb ntawm 2020. Ntawm lawv, lub peev xwm ntawm CATL tau nce mus txog 119.8 GWh, ib xyoos ib zaug nce ntawm 100.3%, thiab nws txoj kev lag luam feem ntau tau nce los ntawm 30.7% mus rau 35.1%..LG lub zog tshiab nruab muaj peev xwm yog 48GWh, ib xyoos ib zaug nce ntawm 14.1%, thiab nws txoj kev lag luam feem ntau poob los ntawm 7.5 feem pua cov ntsiab lus piv nrog rau tib lub sijhawm xyoo tas los.BYD lub peev xwm nruab yog 43.6GWh, uas nyob ze rau LG Tshiab Zog, thiab nws cov khoom lag luam tau nce los ntawm 8.1% mus rau 12.8%.
Zuag qhia tag nrho, Tuam Tshoj tsheb tuam txhab lag luam tseem ua tus thawj coj thoob ntiaj teb lub zog roj teeb lag luam hauv lub Cuaj Hli.Txawm hais tias lub ntiaj teb kev teeb tsa lub peev xwm ntawm cov roj teeb hluav taws xob tau mus txog qhov siab tshiab hauv lub Cuaj Hli, qhov kev lag luam ntawm LG lub zog tshiab tau nce ntxiv, uas tau ua rau kev lag luam ntawm Suav tuam txhab lag luam poob qis.
Nyob rau hauv peb lub hlis dhau los ntawm 2022, CATL yuav undoubtedly nyob twj ywm tus yeej ntawm lub ntiaj teb no lub hwj chim roj teeb kev lag luam, thiab BYD thiab LG Tshiab Zog yuav sib tw rau lub runner-up thiab thib peb txoj hauj lwm.Peb kwv yees tias, txiav txim siab los ntawm txoj haujlwm tam sim no ntawm BYD lub ntiaj teb tshiab lub zog muag tsheb, nws muaj feem yuav yog tus khiav.
Post lub sij hawm: Nov-08-2022