Na Septemba, ikike arụnyere CATL ruru 20GWh, dị anya n'ihu ahịa, mana oke ahịa ya dara ọzọ.Nke a bụ ọdịda nke atọ ka mbelata n'April na Julaị afọ a.N'ihi ahịa siri ike nke Tesla Model 3 / Y, Volkswagen ID.4 na Ford Mustang Mach-E, LG New Energy meriri BYD ma nwetaghachi ọnọdụ nke abụọ na ndepụta ahụ.Oke ahịa BYD dara site na pasentị 0.9, dara n'ebe nke atọ.
Na mgbakwunye na mgbanwe na ọnọdụ nke abụọ na nke atọ, mgbanwe ọzọ na batrị ike zuru ụwa ọnụ TOP10 ọkwa na September bụ na Yiwei Lithium Energy ọzọ karịa Honeycomb Energy wee bụrụ 10th na ndepụta ahụ.
Dabere na data sitere na SNE Research, ụlọ ọrụ nyocha ahịa South Korea, ikike arụnyere zuru ụwa ọnụ nke batrị ike na Septemba bụ 54.7GWh, mmụba nke ọnwa kwa ọnwa nke 19.7% yana mmụba kwa afọ karịa ugboro 1.6. .A ka nwere ụlọ ọrụ China 6 na batrị TOP10 zuru ụwa ọnụ arụnyere ikike, yana oke ahịa nke 59.4%, mbelata nke pasentị 4.6 kwa ọnwa kwa ọnwa ma e jiri ya tụnyere 64% na July, ka na-eji ọkara nke ahịa batrị ike zuru ụwa ọnụ. .
N'ihe gbasara uto kwa ọnwa, ụlọ ọrụ atọ dị na South Korea amụbawo uto ha site na nnukwu oke.N'ime ha, LG New Energy mụbara site na 76% ọnwa kwa ọnwa, SK On mụbara site na 27.3% kwa ọnwa, Samsung SDI mụbara site na 14.3% kwa ọnwa.Ụlọ ọrụ ndị China dị ka CATL, BYD, Guoxuan Hi-Tech, na Xinwangda niile mụbara ihe karịrị 10% ọnwa kwa ọnwa.
N'ihe gbasara òkè ahịa, ma e jiri ya tụnyere August, ma e wezụga LG New Energy (ihe dị ka pasent 5.1) na SK On (0.3 pasent pasent), ahịa ahịa nke ụlọ ọrụ ndị ọzọ agbadala n'ogo dịgasị iche iche.N'ime ha, oke ahịa CATL dara site na pasentị 3, BYD dara site na pasentị 0.9.
E jiri ya tụnyere otu oge ahụ n'afọ gara aga, òkè ahịa CATL mụbara site na pasentị 3.7, BYD mụbara site na pasentị 2.8, na Sunwoda mụbara site na pasentị 1.1.Oke ahịa Panasonic dara pasentị 5.6, LG New Energy tụdara pasentị abụọ, yana SK On tụdara pasentị 1.2.
Na Septemba, ikike arụnyere CATL bụ 19.9GWh, mmụba nke ọnwa kwa ọnwa nke 10.6%, ọ ka nọkwa na mbụ, yana oke ahịa na-agbadata pasent 3 kwa ọnwa.Nke a bụ mbelata nke atọ na ahịa ahịa nke CATL ka mbelata na Eprel na Julaị afọ a.N'ọkwa ozi ahịa, CATL na-emewanye ibuga ya na ahịa mba ofesi.Ọ ga-enye batrị lithium iron phosphate batrị maka Ford Mustang Mach-E rere n'ahịa North America site n'afọ na-abịa, ma ga-enye lithium iron phosphate maka F-150 Lightning dị ọcha eletrik na mbido 2024. Batrị.
Ka ọ gafechara LG New Energy na Eprel, Mee, Julaị na Ọgọst wee bụrụ ọkwa nke abụọ, LG New Energy weghaara BYD ọzọ na Septemba yana mwepu nke 1.5 GWh, ogo ahụ gbadara ruo nke atọ.Kemgbe mmalite nke afọ a, ire ụgbọ ala ume ọhụrụ BYD amụbaala n'ike site n'ịwụli elu na oke.Ire ahịa na Septemba karịrị 200,000 n'otu ntabi anya.N'otu aka ahụ, ikike arụnyere nke batrị ike ya anọgidewokwa na-ebili.Mana n'ihi na nhazi LG New Energy bụ ahịa zuru ụwa ọnụ, ọtụtụ ahịa BYD ka dị na China.
N'ihi ire ọkụ nke ụdị BYD DM-i dị ọkụ, ụlọ ọrụ ụgbọ ala mba ofesi amalitela ịkwado teknụzụ ngwakọ DM-i.Ọmụmaatụ, FAW-Volkswagen Audi na-aga iji BYD DM-i/DM-p ngwakọ usoro iji wụnye ya na ya mainstream ụdị.Ihe nlereanya mbụ a ga-etinye nwere ike ịbụ Audi A4L.
Ị ga-amarakwa na ọ bụ ezie na ụgbọ ala ụlọ ejirila usoro ngwakọ BYD DM-i rụọ ọrụ na mbụ, dị ka Skyworth, Dongfeng Xiaokang, wdg, ma e jiri ya tụnyere nke a, nnabata FAW-Volkswagen Audi bụ ihe bara uru na BYD.
Ike arụnyere ụgbọ elu China Innovation ụgbọ elu bụ 2.0GWh, gbagoro 5.3% kwa ọnwa, òkè ahịa ya belatara site na pasentị 0.5 kwa ọnwa, gbagoro pasentị 0.6 kwa afọ, na-agbakwa nke asaa.Na mgbakwunye na nhazi nke ahịa ụlọ, ụgbọ elu China Innovation emewokwa ka nhazi nke ahịa ndị si mba ofesi ngwa ngwa.N'oge na-adịbeghị anya, China Innovation Airlines na gọọmentị Portuguese bịanyere aka n'akwụkwọ nkwado nkwado na Sines, Sebatur District, akara nguzobe ụlọ ọrụ mmepụta ihe nke China Innovation Airlines'Europe.Portugal.
Guoxuan Hi-Tech, nke họọrọ nke asatọ, nwere ikike arụnyere nke 1.6GWh, gbagoro 14.3% kwa ọnwa.Ka ọ dị ugbu a, Guoxuan Hi-Tech enwetala isi mmalite mmepụta nke ọkọlọtọ Volkswagen, n'ụdị square lithium iron phosphate na ternary.A ga-eji ngwaahịa ndị ahụ metụtara ya na ikpo okwu ume ọhụrụ kachasị nke ndị ahịa, na-akwado ụdị ume ọhụrụ nke Volkswagen na-abịa n'ọgbọ mepụtara.A na-atụ anya ibunye ya na ọkara mbụ nke 2024.
Ike arụnyere Sunwoda bụ 1GWh, gbagoro 11.1% kwa ọnwa.Site na nkwado nke ụlọ ọrụ ụgbọ ala dị ka Xiaopeng Motors, Li Auto na NIO, Xinwangda amụbawo ngwa ngwa ma ghọọ "onye ọkpụkpọ" bi na ndepụta ahụ, na-enye ọkwa nke itoolu na ndepụta maka ọnwa isii n'usoro.Sunwoda enwetala akwụkwọ ikike n'oge na-adịbeghị anya site na Volkswagen Group maka sistemu mkpọ batrị nke ọrụ HEV, nke na-egosi na Sunwoda abanyela n'otu ihe dị mkpa n'ịzụlite ndị ahịa ika ụgbọ ala zuru ụwa ọnụ, ma dịkwa mma iji kwalite ọnụnọ Sunwoda n'ọhịa. nke batrị ụgbọ ala eletrik.ike asọmpi zuru oke.
N'otu oge ahụ, na Septemba 1, ndị China Securities Regulatory Commission kwadoro ntinye akwụkwọ Sunwang nke mba ofesi zuru ụwa ọnụ (GDRs) na ndepụta ya na SIX Swiss Exchange.
Na Septemba, ikike arụnyere nke ụlọ ọrụ Korea mụbara nke ukwuu.N'ime ha, ekele maka ire ahịa siri ike nke Tesla Model 3 / Y, Volkswagen ID.4 na Ford Mustang Mach-E, LG New Energy meriri BYD ma nwetaghachi ọnọdụ nke abụọ na ndepụta ahụ.Agbanyeghị, mmụba n'afọ n'afọ nke ike ọhụrụ LG arụnyere bụ naanị 39.2%, n'okpuru nkezi ahịa, na oke ahịa ya tụfuru pasentị 2.6.
Site na mwepụta nke Ioniq 6, SK On ga-eto eto na-aga n'ihu, ekele maka ire ọkụ nke ụdị dị ka Hyundai Ioniq 5 na Kia EV6.chụpụrụ site ahịa nke Audi e-tron, BMW iX, BMW i4, FIAT 500 na ndị ọzọ ụdị, Samsung SDI arụnyere ike n'ihu ụba.
Site na Jenụwarị ruo Septemba, ikike arụnyere zuru ụwa ọnụ nke batrị ike bụ 341.3GWh, mmụba kwa afọ nke 75.2%,na-aga n'ihu na-eto eto kemgbe nkeji nke atọ nke 2020. N'ime ha, ike arụnyere nke CATL ruru 119.8 GWh, mmụba nke afọ na 100.3%, na òkè ahịa ya rịrị elu site na 30.7% ruo 35.1%.Ike ọhụrụ LG arụnyere bụ 48GWh, mmụba otu afọ na 14.1%, na òkè ahịa ya belatara site na pasent 7.5 ma e jiri ya tụnyere otu oge ahụ n'afọ gara aga.Ike arụnyere BYD bụ 43.6GWh, nke dị nso na LG New Energy, na òkè ahịa ya abawanyela site na 8.1% ruo 12.8%.
N'ozuzu, ụlọ ọrụ ụgbọ ala China ka na-eduzi ahịa batrị ike zuru ụwa ọnụ na Septemba.Ọ bụ ezie na ikike arụnyere zuru ụwa ọnụ nke batrị ike ruru elu dị elu na Septemba, òkè ahịa nke ike ọhụrụ LG abawanyela nke ukwuu, nke mere ka ahịa ahịa nke ụlọ ọrụ China daa.
N'ime ọnwa atọ ikpeazụ nke 2022, CATL ga-anọgide na-abụ onye mmeri nke ahịa batrị ike zuru ụwa ọnụ, na BYD na LG New Energy ga-asọ mpi maka onye na-agba ọsọ na nke atọ.Anyị na-ebu amụma na, na-ekpe ikpe site na ọnọdụ ugbu a nke ahịa ụgbọ ala ume ọhụrụ nke BYD zuru ụwa ọnụ, o yikarịrị ka ọ ga-abụ onye na-agba ọsọ.
Oge nzipu: Nov-08-2022