Mu Seputembala, mphamvu yoyika ya CATL idayandikira 20GWh, patsogolo pa msika, koma gawo lake la msika lidagwanso.Uku ndi kutsika kwachitatu pambuyo pakutsika kwa Epulo ndi Julayi chaka chino.Chifukwa cha malonda amphamvu a Tesla Model 3/Y, Volkswagen ID.4 ndi Ford Mustang Mach-E, LG New Energy idapambana BYD ndikubwezeretsanso malo achiwiri pamndandanda.Gawo la msika la BYD latsika ndi 0,9 peresenti, kugwera pachitatu.
Kuphatikiza pa kusintha kwa malo achiwiri ndi achitatu, kusintha kwina kwa batire yapadziko lonse lapansi ya TOP10 mu Seputembala ndikuti Yiwei Lithium Energy idapambananso Mphamvu ya Chisa cha Chisa ndipo idakhala pa nambala 10 pamndandanda.
Malinga ndi kafukufuku wa SNE Research, bungwe lofufuza zamsika ku South Korea, kuchuluka kwa mabatire amagetsi padziko lonse lapansi mu Seputembala kunali 54.7GWh, kuwonjezeka kwa mwezi ndi mwezi ndi 19.7% komanso kuwonjezeka kwa chaka ndi chaka kuposa nthawi 1.6. .Pali makampani 6 aku China omwe ali mu TOP10 padziko lonse lapansi batire yamagetsi yomwe idayikidwapo, yomwe ili ndi gawo la msika la 59.4%, kuchepa kwa 4.6 peresenti mwezi ndi mwezi poyerekeza ndi 64% mu Julayi, ikadali theka la msika wamagetsi padziko lonse lapansi. .
Ponena za kukula kwa mwezi ndi mwezi, makampani atatu ku South Korea awonjezera kukula kwawo ndi malire aakulu.Pakati pawo, LG New Energy inawonjezeka ndi 76% mwezi-pa-mwezi, SK On inawonjezeka ndi 27.3% mwezi-pa-mwezi, ndipo Samsung SDI inawonjezeka ndi 14.3% mwezi-pa-mwezi.Makampani aku China monga CATL, BYD, Guoxuan Hi-Tech, ndi Xinwangda onse awonjezeka ndi 10% mwezi-pa-mwezi.
Pankhani ya msika, poyerekeza ndi August, kupatula LG New Energy (mpaka 5.1 peresenti) ndi SK On (peresenti ya 0.3), magawo amsika amakampani ena atsika mpaka madigiri osiyanasiyana.Pakati pawo, gawo la msika la CATL linatsika ndi 3 peresenti, ndipo BYD idatsika ndi 0.9 peresenti.
Poyerekeza ndi nthawi yomweyi chaka chatha, gawo la msika la CATL linawonjezeka ndi 3.7 peresenti, BYD inawonjezeka ndi 2.8 peresenti, ndipo Sunwoda inawonjezeka ndi 1.1 peresenti.Msika wa Panasonic unatsika ndi 5.6 peresenti, LG New Energy inatsika ndi 2 peresenti, ndipo SK On inatsika ndi 1.2 peresenti.
Mu Seputembala, kuchuluka kwa CATL kunali 19.9GWh, kuwonjezeka kwa mwezi ndi mwezi kwa 10.6%, ndipo idakhalabe pamalo oyamba, pomwe gawo la msika lidatsika ndi 3 peresenti pamwezi.Uku ndi kutsika kwachitatu kwa msika wa CATL pambuyo pakutsika kwa Epulo ndi Julayi chaka chino.Pankhani yankhani zamsika, CATL ikufulumizitsa kutumizidwa kumisika yakunja.Idzapereka mabatire a lifiyamu chitsulo mankwala kwa Ford Mustang Mach-E wogulitsidwa msika North America kuyambira chaka chamawa, ndipo adzapereka lifiyamu chitsulo mankwala kwa F-150 Mphezi koyera magetsi chojambula mu oyambirira 2024. Battery.
Atapambana LG New Energy mu Epulo, Meyi, Julayi ndi Ogasiti ndikuyika pachiwiri, BYD idalandidwanso ndi LG New Energy mu Seputembala ndi vuto la 1.5 GWh, ndipo kusanja kudatsikira pachitatu.Chiyambireni chaka chino, malonda a magalimoto atsopano amphamvu a BYD adakula kwambiri.Zogulitsa mu Seputembala zidapitilira 200,000 munthawi imodzi.Momwemonso, mphamvu yoyikidwa ya mabatire ake amphamvu yapitilira kukwera.Koma chifukwa masanjidwe a LG New Energy ndi msika wapadziko lonse lapansi, msika wambiri wa BYD ukadali ku China.
Chifukwa cha kugulitsa kotentha kwa mitundu ya DM-i ya BYD, makampani amagalimoto akunja ayambanso kukonda ukadaulo wosakanizidwa wa DM-i.Mwachitsanzo, FAW-Volkswagen Audi igwiritsa ntchito makina osakanizidwa a BYD DM-i/DM-p kuti ayiyikire pamitundu yawoyawo.Mtundu woyamba kukhazikitsidwa ukhoza kukhala Audi A4L.
Muyenera kudziwa kuti ngakhale magalimoto apanyumba adakhalapo kale ndi BYD DM-i hybrid system, monga Skyworth, Dongfeng Xiaokang, etc., poyerekeza ndi izi, kuzindikira kwa FAW-Volkswagen Audi ndikofunikira kwambiri kwa BYD.
Kuthekera kwa China Innovation Airlines kunali 2.0GWh, kukwera ndi 5.3% mwezi-pa-mwezi, ndipo gawo lake la msika linatsika ndi 0.5 peresenti mwezi-pa-mwezi, kukwera ndi 0,6 peresenti chaka ndi chaka, kukhala chachisanu ndi chiwiri.Kuphatikiza pa masanjidwe a msika wapanyumba, China Innovation Airlines yathandiziranso masanjidwe amisika yakunja.Posachedwapa, China Innovation Airlines ndi boma la Portugal linasaina chikumbutso cha mgwirizano ku Sines, Sebatur District, kusonyeza kukhazikitsidwa kwa maziko a mafakitale a China Innovation Airlines ku Ulaya.Portugal.
Guoxuan Hi-Tech, yomwe ili pachisanu ndi chitatu, inali ndi mphamvu yoyika 1.6GWh, yokwera 14.3% mwezi-pa-mwezi.Pakadali pano, Guoxuan Hi-Tech yapeza malo opangira mabatire a Volkswagen, mu mawonekedwe a square lithiamu iron phosphate ndi ternary.Zogulitsa zomwe zikugwirizana nazo zidzagwiritsidwa ntchito pa nsanja yayikulu kwambiri yamakasitomala, kuthandizira mitundu yatsopano yamagetsi ya Volkswagen ya m'badwo wotsatira.Ikuyembekezeka kudzazidwa mu theka loyamba la 2024.
Mphamvu yoyikidwa ya Sunwoda inali 1GWh, kukwera ndi 11.1% mwezi-pa-mwezi.Mothandizidwa ndi makampani amagalimoto monga Xiaopeng Motors, Li Auto ndi NIO, Xinwangda yakula kwambiri ndipo yakhala "wosewera" wokhala pamndandanda, ndikuyika pachisanu ndi chinayi pamndandanda kwa miyezi isanu ndi umodzi yotsatizana.Sunwoda posachedwapa yalandira lamulo lokhazikika kuchokera ku Gulu la Volkswagen la dongosolo la batri la polojekiti ya HEV, zomwe zikusonyeza kuti Sunwoda yalowa m'malo ofunikira kwambiri pakupanga makasitomala amtundu wa magalimoto padziko lonse lapansi, komanso ikuthandizira kulimbikitsa kupezeka kwa Sunwoda pa ntchitoyi. ya mabatire agalimoto yamagetsi.mphamvu zonse zampikisano.
Nthawi yomweyo, pa Seputembara 1, kutulutsa kwa Sunwang kwa ma risiti akunja akunja kwamayiko akunja (GDRs) ndi kulembedwa kwake pa SIX Swiss Exchange kudavomerezedwa ndi China Securities Regulatory Commission.
Mu Seputembala, kuchuluka kwamakampani aku Korea kudakwera kwambiri.Pakati pawo, chifukwa cha malonda amphamvu a Tesla Model 3 / Y, Volkswagen ID.4 ndi Ford Mustang Mach-E, LG New Energy inagonjetsa BYD bwino ndipo idapezanso malo achiwiri pamndandanda.Komabe, kuwonjezeka kwa chaka ndi chaka kwa mphamvu zatsopano za LG zomwe zidayikidwako kunali kokha 39.2%, pansi pa msika wapakati, ndipo gawo lake la msika linatayanso 2.6 peresenti.
Ndi kukhazikitsidwa kwa Ioniq 6, kukula kwa SK On kudzakula, chifukwa cha malonda otentha amitundu monga Hyundai Ioniq 5 ndi Kia EV6.Moyendetsedwa ndi malonda a Audi e-tron, BMW iX, BMW i4, FIAT 500 ndi zitsanzo zina, Samsung SDI anaika mphamvu anawonjezeka kwambiri.
Kuyambira Januware mpaka Seputembala, mphamvu yamagetsi yamagetsi padziko lonse lapansi inali 341.3GWh, kuwonjezeka kwa chaka ndi 75.2%,kupitiriza kukula kuyambira gawo lachitatu la 2020. Pakati pawo, mphamvu yoyikidwa ya CATL inafika 119.8 GWh, kuwonjezeka kwa chaka ndi chaka cha 100.3%, ndipo gawo lake la msika linawonjezeka kuchokera ku 30.7% mpaka 35.1%..Mphamvu zatsopano za LG zidayika mphamvu zinali 48GWh, kuwonjezeka kwa chaka ndi chaka ndi 14.1%, ndipo gawo lawo pamsika latsika ndi 7.5 peresenti poyerekeza ndi nthawi yomweyi chaka chatha.Mphamvu ya BYD yoyika ndi 43.6GWh, yomwe ili pafupi ndi LG New Energy, ndipo gawo lake lamsika lakwera kuchoka pa 8.1% kufika pa 12.8%.
Ponseponse, makampani amagalimoto aku China akutsogolerabe msika wamagetsi padziko lonse lapansi mu Seputembala.Ngakhale kuchuluka kwa mabatire amagetsi padziko lonse lapansi kudafika pachimake chatsopano mu Seputembala, msika wa LG mphamvu zatsopano wakula kwambiri, zomwe zapangitsa kuti msika wamakampani aku China uchepe.
M'miyezi itatu yapitayi ya 2022, CATL mosakayikira idzakhalabe mtsogoleri wamsika wamagetsi amagetsi padziko lonse lapansi, ndipo BYD ndi LG New Energy adzapikisana pa malo omaliza ndi achitatu.Tikuneneratu kuti, kutengera momwe BYD ikugulitsa magalimoto atsopano padziko lonse lapansi, ndizotheka kukhala womaliza.
Nthawi yotumiza: Nov-08-2022