Muri Nzeri, ubushobozi bwashyizweho bwa CATL bwegereye 20GWh, imbere y’isoko, ariko umugabane w’isoko wongeye kugabanuka.Iri ni igabanuka rya gatatu nyuma yo kugabanuka muri Mata na Nyakanga uyu mwaka.Bitewe no kugurisha gukomeye kwa Tesla Model 3 / Y, Volkswagen ID.4 na Ford Mustang Mach-E, LG New Energy yatsinze BYD kandi isubira ku mwanya wa kabiri kurutonde.Umugabane wa BYD ku isoko wagabanutseho 0,9 ku ijana, ugabanuka ku mwanya wa gatatu.
Usibye impinduka zabaye kumwanya wa kabiri nuwa gatatu, indi mpinduka mumashanyarazi yisi yose TOP10 kurutonde muri Nzeri nuko Yiwei Lithium Energy yongeye kurenga Honeycomb Energy ikaza kumwanya wa 10 kurutonde.
Dukurikije imibare yavuye mu bushakashatsi bwakozwe na SNE, ikigo cy’ubushakashatsi ku isoko rya Koreya yepfo, muri Nzeri hashyizweho ingufu za batiri z’amashanyarazi ku isi muri Nzeri yari 54.7GWh, ukwezi ku kwezi kwiyongera 19.7% ndetse n’umwaka ku mwaka kwiyongera inshuro zirenga 1.6 .Haracyariho amasosiyete 6 y’Abashinwa muri batiri y’amashanyarazi ya TOP10 ku isi, afite isoko rya 59.4%, igabanuka ry’amanota 4,6 ku kwezi ukwezi ugereranije na 64% muri Nyakanga, iracyafite kimwe cya kabiri cy’isoko ry’amashanyarazi ku isi .
Ku bijyanye no kwiyongera ku kwezi, amasosiyete atatu yo muri Koreya yepfo yongereye iterambere ku ntera nini.Muri byo, LG New Energy yiyongereyeho 76% ukwezi ku kwezi, SK On yiyongereyeho 27.3% ukwezi ku kwezi, naho Samsung SDI yiyongereyeho 14.3% ukwezi ku kwezi.Amasosiyete y'Abashinwa nka CATL, BYD, Guoxuan Hi-Tech, na Xinwangda yose yiyongereyeho hejuru ya 10% ukwezi ku kwezi.
Ku bijyanye n’umugabane w’isoko, ugereranije na Kanama, usibye LG Ingufu Nshya (hejuru ya 5.1 ku ijana) na SK On (0.3 ku ijana), imigabane yisoko yandi masosiyete yagabanutse kuburyo butandukanye.Muri byo, umugabane w'isoko rya CATL wagabanutseho amanota 3 ku ijana, naho BYD yagabanutseho 0,9 ku ijana.
Ugereranije nigihe kimwe cyumwaka ushize, umugabane w isoko rya CATL wiyongereyeho amanota 3,7%, BYD yiyongereyeho amanota 2.8%, naho Sunwoda yiyongeraho 1,1%.Umugabane wa Panasonic wagabanutseho amanota 5,6 ku ijana, LG New Energy yagabanutseho amanota 2, naho SK On yagabanutseho 1,2%.
Muri Nzeri, ubushobozi bwa CATL bwashyizweho bwari 19.9GWh, ukwezi ku kwezi kwiyongera 10,6%, kandi buracyaza ku mwanya wa mbere, umugabane w’isoko wagabanutseho amanota 3 ku ijana ukwezi ku kwezi.Iri ni igabanuka rya gatatu ku isoko rya CATL nyuma yo kugabanuka muri Mata na Nyakanga uyu mwaka.Kurwego rwamakuru yisoko, CATL yihutisha kohereza mumasoko yo hanze.Bizatanga batiri ya lithium fer fosifate ya Ford Mustang Mach-E yagurishijwe ku isoko ry’amajyaruguru ya Amerika guhera mu mwaka utaha, kandi izatanga fosifate ya lithium fer ya F-150 Umurabyo wuzuye amashanyarazi mu ntangiriro za 2024. Batteri.
Nyuma yo kurenga ingufu nshya za LG muri Mata, Gicurasi, Nyakanga na Kanama ikaza ku mwanya wa kabiri, BYD yongeye kurengerwa na LG New Energy muri Nzeri ifite ikibazo cya 1.5 GWh, kandi urutonde rwamanutse ku mwanya wa gatatu.Kuva mu ntangiriro z'uyu mwaka, igurishwa ry’imodoka nshya z’ingufu za BYD ryiyongereye cyane.Igurishwa muri Nzeri ryarenze 200.000 mugihe kimwe.Mu buryo nk'ubwo, ubushobozi bwashyizweho na bateri yimbaraga nabwo bwakomeje kwiyongera.Ariko kubera ko imiterere ya LG New Energy ari isoko ryisi yose, isoko rya BYD riracyari mubushinwa.
Kubera igurishwa rishyushye rya moderi ya DM-i ya BYD, amasosiyete y’imodoka zo mu mahanga nazo zatangiye gushyigikira ikoranabuhanga rya DM-i.Kurugero, FAW-Volkswagen Audi igiye gukoresha sisitemu ya Hybrid ya BYD DM-i / DM-p kugirango iyishyire mubikorwa byayo nyamukuru.Moderi yambere igomba gushyirwaho irashobora kuba Audi A4L.
Ugomba kumenya ko nubwo imodoka zo murugo zashyizwemo sisitemu ya Hybrid ya BYD DM-i mbere, nka Skyworth, Dongfeng Xiaokang, nibindi, ugereranije nibi, kumenyekanisha FAW-Volkswagen Audi bifite akamaro kanini kuri BYD.
Ubushobozi bwashyizweho na China Innovation Airlines Airlines yari 2.0GWh, bwiyongereyeho 5.3% ukwezi ku kwezi, kandi isoko ryayo ryaragabanutseho amanota 0.5 ku ijana ukwezi, ukwezi kwiyongereyeho 0,6 ku ijana umwaka ushize, biza ku mwanya wa karindwi.Usibye imiterere yisoko ryimbere mu gihugu, China Innovation Airlines nayo yihutishije imiterere yamasoko yo hanze.Vuba aha, China Innovation Airlines na guverinoma ya Porutugali bashyize umukono ku masezerano y’ubufatanye muri Sines, mu Karere ka Sebatur, mu rwego rwo gushinga ikigo cy’inganda cy’inganda cy’Uburayi gishinzwe guhanga udushya.Porutugali.
Guoxuan Hi-Tech, iri ku mwanya wa munani, yari ifite ubushobozi bwa 1.6GWh, yiyongereyeho 14.3% ukwezi ku kwezi.Kugeza ubu, Guoxuan Hi-Tech imaze kubona umusaruro rusange wa bateri zisanzwe za Volkswagen, mu buryo bwa kare ya lithium fer fosifate na ternary.Ibicuruzwa bifitanye isano bizakoreshwa mu mbuga nini nini z’abakiriya, zunganira Volkswagen izakurikiraho-yakozwe n’ingufu nshya.Biteganijwe ko izashyirwa mu gice cya mbere cya 2024.
Ubushobozi bwa Sunwoda bwashyizweho bwari 1GWh, bwiyongereyeho 11.1% ukwezi-ukwezi.Ku nkunga y’amasosiyete y’imodoka nka Xiaopeng Motors, Li Auto na NIO, Xinwangda yakuze vuba kandi ihinduka “umukinnyi” utuye kuri urwo rutonde, iza ku mwanya wa cyenda kuri urwo rutonde mu mezi atandatu yikurikiranya.Sunwoda iherutse kwakira ingingo ihamye yaturutse mu itsinda rya Volkswagen kuri sisitemu yo gupakira bateri y'umushinga wa HEV, yerekana ko Sunwoda yinjiye mu ntambwe ikomeye mu guteza imbere abakiriya b’imodoka ku isi, kandi ikaba ifasha no kuzamura Sunwoda mu murima ya bateri yimodoka.imbaraga zipiganwa zuzuye.
Muri icyo gihe kandi, ku ya 1 Nzeri, Sunwang yatanze impapuro zo kubitsa mu mahanga ku isi hose (GDRs) no gushyira ku rutonde rw’ivunjisha rya gatandatu mu Busuwisi byemejwe na komisiyo ishinzwe kugenzura ibicuruzwa by’Ubushinwa.
Muri Nzeri, ubushobozi bwashyizweho n’amasosiyete yo muri Koreya bwiyongereye ku buryo bugaragara.Muri bo, kubera igurishwa rikomeye rya Tesla Model 3 / Y, Volkswagen ID.4 na Ford Mustang Mach-E, LG New Energy yatsinze BYD kandi isubira ku mwanya wa kabiri kuri urwo rutonde.Nyamara, uko umwaka utashye kwiyongera kwingufu nshya za LG zashyizwemo ingufu byari 39.2% gusa, munsi yikigereranyo cyisoko, kandi umugabane wacyo ku isoko nawo watakaje amanota 2.6%.
Hamwe nimurikwa rya Ioniq 6, SK On imbaraga zo gukura zizarushaho kwaguka, bitewe nigurisha rishyushye ryimodoka nka Hyundai Ioniq 5 na Kia EV6.Bitewe no kugurisha Audi e-tron, BMW iX, BMW i4, FIAT 500 nizindi moderi, Samsung SDI yashyizeho ubushobozi bwarushijeho kwiyongera.
Kuva muri Mutarama kugeza muri Nzeri, ubushobozi bw’amashanyarazi bwashyizweho ku isi bwari 341.3GWh, umwaka ushize wiyongereyeho 75.2%,gukomeza iterambere kuva mu gihembwe cya gatatu cya 2020. Muri byo, ubushobozi bwashyizweho na CATL bwageze kuri 119.8 GWh, umwaka ushize bwiyongera 100.3%, kandi umugabane w’isoko nawo wiyongereye uva kuri 30.7% ugera kuri 35.1%.Ubushobozi bushya bwa LG bwashyizwemo ingufu bwari 48GWh, umwaka ushize wiyongereyeho 14.1%, naho isoko ryayo ryaragabanutseho amanota 7.5 ku ijana ugereranije n’icyo gihe cyashize.Ubushobozi bwa BYD bwashyizweho ni 43.6GWh, hafi ya LG New Energy, kandi imigabane yayo ku isoko yavuye kuri 8.1% igera kuri 12.8%.
Muri rusange, amasosiyete y’imodoka yo mu Bushinwa aracyayobora isoko ry’amashanyarazi ku isi muri Nzeri.Nubwo ku isi hose ubushobozi bwa bateri y’amashanyarazi bwageze ku rwego rwo hejuru muri Nzeri, umugabane w’isoko ry’ingufu nshya za LG wiyongereye ku buryo bugaragara, ibyo bikaba byaratumye umugabane w’isoko ry’amasosiyete y’Abashinwa ugabanuka.
Mu mezi atatu ashize ya 2022, nta gushidikanya ko CATL izakomeza kuba nyampinga w’isoko ry’amashanyarazi ku isi, kandi BYD na LG New Energy bazahatanira umwanya wa kabiri n’umwanya wa gatatu.Turateganya ko, dukurikije uko ubu BYD igurisha ibinyabiziga bishya by’ingufu ku isi, birashoboka cyane ko biza ku mwanya wa kabiri.
Igihe cyo kohereza: Ugushyingo-08-2022