NgoSeptemba, umthamo ofakiweyo we-CATL usondele kwi-20GWh, ngaphambi kwemarike, kodwa isabelo sayo semarike saphinde sawa.Oku kukwehla okwesithathu emva kokuhla kwenyanga kaTshazimpuzi nangoJulayi kulo nyaka.Ndiyabulela kwiintengiso eziqinileyo zeTesla Model 3 / Y, Volkswagen ID.4 kunye neFord Mustang Mach-E, i-LG New Energy iphumelele ngempumelelo i-BYD kwaye iphinde yafumana indawo yesibini kuluhlu.Isabelo semarike se-BYD sehle ngepesenti ye-0.9, siwela kwindawo yesithathu.
Ukongeza kwiinguqu kwizikhundla zesibini nezesithathu, enye inguqu kwi-battery yamandla ehlabathi jikelele ye-TOP10 ngoSeptemba kukuba i-Yiwei Lithium Energy iphinde yadlula i-Honeycomb Energy kwaye ibeka i-10 kuluhlu.
Ngokutsho kwedatha evela kuPhando lwe-SNE, iziko lophando lwemarike yaseMzantsi Korea, amandla eebhetri zamandla afakwe emhlabeni jikelele ngoSeptemba ayengama-54.7GWh, ukunyuka kwenyanga-ngenyanga kwe-19.7% kunye nokunyuka konyaka-ngonyaka ngaphezu kwamaxesha e-1.6. .Kusekho iinkampani ezi-6 zaseTshayina kwi-TOP10 yamandla ebhetri yamandla ehlabathi efakiweyo, enesabelo semarike ye-59.4%, ukuhla kwepesenti ye-4.6 yeepesenti ngenyanga-ngenyanga xa kuthelekiswa ne-64% ngoJulayi, zisathatha isiqingatha semarike yebhetri yamandla ehlabathi. .
Ngokumalunga nokukhula kwenyanga-ngenyanga, iinkampani ezintathu eMzantsi Korea zonyuse ukukhula kwazo ngomda omkhulu.Phakathi kwabo, i-LG New Energy inyuke nge-76% ngenyanga-ngenyanga, i-SK On inyuke nge-27.3% inyanga nenyanga, kwaye i-Samsung SDI inyuke nge-14.3% inyanga nenyanga.Iinkampani zaseTshayina ezifana ne-CATL, BYD, Guoxuan Hi-Tech, kunye ne-Xinwangda zonke zanda ngaphezu kwe-10% ngenyanga-ngenyanga.
Ngokumalunga nesabelo semarike, xa kuthelekiswa no-Agasti, ngaphandle kwe-LG New Energy (ukunyuka kweepesenti ze-5.1) kunye ne-SK On (ipesenti ze-0.3 zeepesenti), izabelo zemarike zezinye iinkampani ziye zancipha ukuya kwii-degrees ezahlukeneyo.Phakathi kwabo, isabelo semakethe ye-CATL sawela ngamanqaku epesenti ze-3, kwaye i-BYD yawa ngepesenti ze-0.9.
Xa kuthelekiswa nexesha elifanayo kunyaka odlulileyo, isabelo semarike yeCATL sande ngeepesenti ze-3.7, i-BYD yanda ngeepesenti ze-2.8, kwaye i-Sunwoda yanda ngeepesenti ze-1.1.Isabelo semarike yePanasonic yawa ngamanqaku epesenti ye-5.6, i-LG New Energy yehla ipesenti ze-2, kwaye i-SK On yehla ipesenti ze-1.2.
NgoSeptemba, umthamo ofakwe kwi-CATL wawuyi-19.9GWh, ukunyuka kwenyanga-ngenyanga ye-10.6%, kwaye isabeka kwindawo yokuqala, kunye nesabelo semarike phantsi kweepesenti ze-3 ngenyanga.Oku kukwehla kwesithathu kwisabelo semarike yeCATL emva kokuhla ngo-Epreli nangoJulayi kulo nyaka.Kwinqanaba leendaba zemarike, i-CATL ikhawulezisa ukuthunyelwa kwayo kwiimarike zaphesheya.Iza kubonelela ngeebhetri ze-lithium iron phosphate ye-Ford Mustang Mach-E ethengiswa kwimarike yaseMntla Melika ukusuka kunyaka ozayo, kwaye iya kubonelela nge-lithium iron phosphate ye-F-150 Lightning ecocekileyo yokuthatha umbane ekuqaleni kwe-2024. Ibhetri.
Emva kokugqithisa i-LG Amandla amatsha ngo-Epreli, ngoMeyi, ngoJulayi nango-Agasti kwaye ibekwe kwindawo yesibini, i-BYD iphinde yagqithiswa yi-LG New Energy kwakhona ngoSeptemba kunye nokungalunganga kwe-1.5 GWh, kwaye umgangatho wehla waya kwindawo yesithathu.Ukusukela ekuqaleni kwalo nyaka, ukuthengiswa kweemoto zamandla amatsha e-BYD zikhule ngokuxhuma kunye nemida.Iintengiso ngoSeptemba zigqithise i-200,000 kwi-wall swoop enye.Ngokuhambelanayo, umthamo ofakelweyo weebhetri zayo zamandla nawo uqhubekile nokunyuka.Kodwa ngenxa yokuba uyilo lwe-LG New Energy luyimarike yehlabathi, uninzi lweemarike ze-BYD zise-China.
Ngenxa yokuthengiswa okushushu kweemodeli ze-DM-i ze-BYD, iinkampani zeemoto zangaphandle nazo ziqalisile ukuthanda i-DM-i hybrid technology.Umzekelo, i-FAW-Volkswagen Audi iya kusebenzisa inkqubo ye-BYD DM-i/DM-p ukuyifaka kwiimodeli zayo eziqhelekileyo.Imodeli yokuqala eya kufakwa inokuba yi-Audi A4L.
Kuya kufuneka uyazi ukuba nangona iimoto zasekhaya zixhotyiswe nge-BYD DM-i hybrid system ngaphambili, njenge-Skyworth, i-Dongfeng Xiaokang, njl., xa kuthelekiswa noku, ukuqondwa kwe-FAW-Volkswagen Audi kubaluleke kakhulu kwi-BYD.
Umthamo ofakiweyo we-China Innovation Airlines yayiyi-2.0GWh, inyuke nge-5.3% ngenyanga-ngenyanga, kwaye isabelo sayo semarike sehle ngepesenti ye-0.5 yeepesenti ngenyanga-ngenyanga, inyuka nge-0.6 yeepesenti unyaka nonyaka, ibeka indawo yesixhenxe.Ukongeza kuyilo lwemalike yasekhaya, iChina Innovation Airlines nayo ikhawulezise ukuyilwa kweemarike zaphesheya.Kungekudala, iChina Innovation Airlines kunye norhulumente wasePortugal batyikitye imemorandam yentsebenziswano eSines, kwiSithili saseSebatur, ephawula ukusekwa kwesiseko semizi-mveliso yaseYurophu yaseChina Innovation Airlines.Photshugo.
I-Guoxuan Hi-Tech, ebekwe kwindawo yesibhozo, yayinomthamo ofakiweyo we-1.6GWh, ukunyuka kwe-14.3% ngenyanga-ngenyanga.Okwangoku, i-Guoxuan Hi-Tech ifumene indawo esemthethweni yokuvelisa iibhetri eziqhelekileyo zeVolkswagen, ngendlela yesikwere se-lithium iron phosphate kunye ne-ternary.Iimveliso ezinxulumeneyo ziya kusetyenziswa kwelona qonga likhulu lamandla omthengi, lixhasa imodeli yamandla eveliswa ngobuninzi beVolkswagen kwisizukulwana esilandelayo.Kulindeleke ukuba ilayishwe kwisiqingatha sokuqala sika-2024.
Umthamo ofakelweyo weSunwoda wawuyi-1GWh, unyuke nge-11.1% ngenyanga ngenyanga.Ngenkxaso yeenkampani zemoto ezifana ne-Xiaopeng Motors, i-Li Auto kunye ne-NIO, i-Xinwangda ikhule ngokukhawuleza kwaye ibe "umdlali" ohlala kuloluhlu, ubeka indawo yesithoba kuluhlu lweenyanga ezintandathu ezilandelelanayo.I-Sunwoda isandula ukufumana i-fixed-point order esuka kwiQela leVolkswagen yenkqubo yokupakisha ibhetri yeprojekthi ye-HEV, ebonisa ukuba i-Sunwoda ingene kwinqanaba elibalulekileyo ekuphuhliseni abathengi bohlobo lwezithuthi zehlabathi, kwaye ikwanceda ekwandiseni ubukho beSunwoda ebaleni. yeebhetri zemoto zombane.amandla okukhuphisana abanzi.
Kwangaxeshanye, ngoSeptemba woku-1, ukukhutshwa kwe-Sunwang yeerisithi zediphozithi zaphesheya (GDRs) kunye noluhlu lwayo kwi-SIX Swiss Exchange zavunywa yiKomishoni yoLawulo lweZibambiso zaseChina.
NgoSeptemba, umthamo ofakiweyo weenkampani zaseKorea zanda kakhulu.Phakathi kwabo, ngenxa yokuthengisa okunamandla kweTesla Model 3 / Y, Volkswagen ID.4 kunye neFord Mustang Mach-E, i-LG New Energy iphumelele ngempumelelo i-BYD kwaye iphinde yafumana indawo yesibini kuluhlu.Nangona kunjalo, ukunyuka konyaka-ngonyaka komthamo omtsha wokufakelwa kwamandla e-LG bekungama-39.2% kuphela, ngaphantsi komndilili wemarike, kwaye isabelo sayo semarike silahlekelwe ngamanqaku epesenti ezi-2.6.
Ngokusungulwa kwe-Ioniq 6, ukukhula kwe-SK On kuya kwanda ngakumbi, ngenxa yokuthengisa okushushu kweemodeli ezifana ne-Hyundai Ioniq 5 kunye ne-Kia EV6.Iqhutywa yintengiso ye-Audi e-tron, i-BMW iX, i-BMW i4, i-FIAT 500 kunye nezinye iimodeli, i-Samsung SDI efakiweyo umthamo wanda ngakumbi.
Ukususela ngoJanuwari ukuya kuSeptemba, umthamo webhetri ofakiweyo kwihlabathi jikelele ubungama-341.3GWh, ukonyuka konyaka-ngonyaka nge-75.2%,ukuqhubela phambili umzila wokukhula ukususela kwikota yesithathu ka-2020. Phakathi kwabo, umthamo ofakwe kwi-CATL ufikelele kwi-119.8 GWh, ukunyuka konyaka-ngonyaka we-100.3%, kunye nesabelo sayo semarike sande ukusuka kwi-30.7% ukuya kwi-35.1%.Umthamo omtsha ofakelweyo we-LG ubuyi-48GWh, ukonyuka konyaka-ngonyaka nge-14.1%, kwaye isabelo sayo semarike sehle ngepesenti ye-7.5 yeepesenti xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo.Umthamo ofakelweyo we-BYD yi-43.6GWh, ekufutshane ne-LG New Energy, kwaye isabelo sayo semarike sinyuke ukusuka kwi-8.1% ukuya kwi-12.8%.
Lilonke, iinkampani zeemoto zaseTshayina zisakhokela imakethi yebhetri yamandla ehlabathi ngoSeptemba.Nangona amandla eebhetri zamandla ezifakelwe kwihlabathi liphela afikelele kwinqanaba eliphezulu ngoSeptemba, isabelo sentengiso ye-LG amandla amatsha siye sanyuka kakhulu, nto leyo ebangele ukuba ukwehla kwentengiso yeenkampani zaseTshayina.
Kwiinyanga ezintathu zokugqibela ze-2022, i-CATL ngokungathandabuzekiyo iya kuhlala iyintshatsheli yemarike yebhetri yamandla ehlabathi, kwaye i-BYD kunye ne-LG Amandla amatsha baya kukhuphisana kwindawo yesibini kunye neyesithathu.Siqikelela ukuba, xa sijonga indawo yangoku yokuthengiswa kwezithuthi zamandla amatsha e-BYD kwihlabathi jikelele, kusenokwenzeka ukuba ibe yeyona iphambili.
Ixesha lokuposa: Nov-08-2022