Intangiriro ya 2022: kwiyongera muri rusange kurenga 15%, kuzamuka kwibiciroamashanyaraziikwirakwira mu nganda zose

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Abayobozi benshi baamashanyaraziamasosiyete yavuze ko muri rusange igiciro cya batiri z'amashanyarazi cyazamutseho hejuru ya 15%, kandi abakiriya bamwe biyongereyeho 20% -30%.

Mu ntangiriro za 2022, imyumvire yizamuka ryibiciro murwego rwose rwingandaamashanyaraziyarakwirakwiriye, kandi izamuka ryibiciro ryumvikanye nyuma yandi.

Kubijyanye nimikorere ya terminal, ibiciro byimodoka nshya zingufu byiyongereye hamwe.Igiciro cyibinyabiziga bishya byingufu byahoze bikomeye, kandi amaherezo byarangije kwirwanaho, bituma igiciro kinini cyiyongera, kuva ku bihumbi kugeza ku bihumbi mirongo.

Kuva icyiciro cya mbere cyizamuka ryibiciro mu mpera zumwaka ushize, isoko rishya ryimodoka ryatangije icyiciro cya kabiri cyo kuzamura ibiciro.Nk’uko imibare ituzuye, amasosiyete agera kuri 20 y’imodoka yatangaje ko izamuka ry’ibiciro ku buryo bushya bw’ingufu, nka Tesla, BYD, Xiaopeng, SAIC Roewe, Volkswagen, n’ibindi, bikubiyemo ubwigenge, buterwa inkunga n’amahanga, imishinga ihuriweho n’ingufu nshya, birimo nka byinshi nkicyitegererezo.icumi.

Kurugero, BYD yatangaje ku ya 1 Gashyantare ko izahindura ibiciro byayo byemeweimbaraga nshyaicyitegererezo kijyanye n'ingoma yacyo ninyanja.i, Yuan Pro, Han EV / DM, Tang DM-i, 2021 Tang DM, Dolphin nizindi moderi zigurishwa cyane, kwiyongera ni 1.000-7,000.

Impamvu nyamukuru zitera izamuka ryibiciro kumasoko mashya yimodoka ningufu ni: icya mbere, inkunga yagabanutseho 30%, igabanya amafaranga 5.400 kumagare arenga 400km yujuje ubuziranenge;icya kabiri, kubura cores hamwe nibiciro byibikoresho fatizo byaviriyemo ibiciro byinshi;gatatu, igiciro cyaamashanyaraziihererekanwa, kandi uruganda rukuru rwa moteri ruhatirwa guhindura igiciro, kandi amaherezo nta kundi byagenda uretse kohereza ibiciro ku isoko ryanyuma.

Igiciro cyaamashanyarazimuri rusange yazamutseho hejuru ya 15%.Umubare waamashanyaraziabayobozi b'ikigo babwiye Gaogong Lithium ko igiciro cyaamashanyarazimuri rusange yazamutseho hejuru ya 15%, kandi abakiriya bamwe biyongereyeho 20% -30%.

"Ntishobora kumara niba itazamutse" yahindutse abatishoboye ariko kandi nijwi ryukuri ryibigo bya batiri.

Kuva mu 2021, muri rusange urwego rushya rwinganda zingufu zimbere mu gihugu rwifashe nabi kandi rusabwa, hamwe nibiciro byingenzibatiriibikoresho byakomeje kwiyongera, bituma ibiciro bya bateri byamashanyarazi bizamuka cyane.

Umwaka ushize, ibigo bya batiri byafashe kandi bigogora igice kinini cyizamuka kubiciro fatizo.Muri 2022, ibura ry'ibikoresho fatizo no kuzamuka kw'ibiciro ntabwo bizahagarikwa gusa, ahubwo biziyongera.Umuvuduko wibiciro byamasosiyete ya batiri ni menshi, kandi ntanubwo byoroshye kuyyohereza mumasosiyete yimodoka.

“Ntabwo bizakora niba bitazamutse.Muri 2022, ikiguzi cyaamashanyaraziuziyongera nibura 50% ugereranije n'umwaka ushize. ”Ushinzwe isosiyete ikora batiri yavuze yeruye ko ibikoresho fatizo byo guhunika byakoreshejwe kuva kera, kandi ibiciro by’ibikoresho bikomeje kwiyongera.Urebye amafaranga yo kwagura ubushobozi, igitutu kumasosiyete ya batiri ni menshi.ni nini cyane.

Igiterane mubikoresho fatizo "ni umusazi".Muri 2022, ibiciro byibikoresho bine byingenzi, nikel / cobalt / lithium / umuringa / aluminium, hydroxide ya lithium, lithium carbone, lithium hexafluorophosphate, PVDF, VC, nibindi bizamuka hamwe, kandi ibikoresho bimwe byafasha byazamutse inshuro nyinshi ugereranije nibindi ntangiriro yumwaka, yerekana uburyo bwo "gusimbuka".

Gufata karubone ya lithium, niyo ikora cyane mukuzamura ibiciro, nkurugero, igiciro cyo hagati ya litiro ya karubone yo mu rwego rwa batiri ku munsi mushya wa 2022 ni 300.000 Yuan / toni, ikiyongeraho 454% uhereye ku gipimo mpuzandengo cya 55.000 / toni mu ntangiriro z'umwaka ushize.Amakuru aheruka, nkuko bimeze ubu, ibisobanuro byuzuye bya litiro ya karubone yo mu rwego rwa batiri yageze kuri 420.000-465,000 yuan / toni, kandi isoko ryatangaje ko "abakiriya baza kugura karubone ya lithium ntibabaza igiciro, bazakibona. mugihe bafite ibicuruzwa ", byerekana urwego rwo kubura isoko nibisabwa.

Inganda zerekana ko ku binyabiziga bifite amashanyarazi meza, iyo igiciro cya karubone ya lithium kizamutse kigera kuri 300.000 / toni, igiciro cya buri kinyabiziga gifite amashanyarazi kizamuka hafi 8000;iyo igiciro cya karubone ya lithium yazamutse igera kuri 400.000 yu / toni, igiciro cyimodoka yamashanyarazi cyazamutse hafi 11,000.

Hashingiwe kuri ibi, imyanzuro rusange mu nganda ni uko igiciro cy’ibikoresho fatizo gikomeje kwiyongera, bigatuma igiciro cyaamashanyarazikwiyongera kurenza umuvuduko ntarengwa wibigo bya batiri, kandi igitutu cyibiciro ni kinini.

Mubyukuri, kubera izamuka ryibiciro fatizo, igiciro cyamahame ya selile nabaterisisitemu yazamutseho hejuru ya 30% mbere ya 2021Q3, ndetse hitawe no ku ngaruka zubufatanye bwigihe kirekire, ingufu zungurana ibitekerezo, ingano yo kugura, igihe cya konti, nibindi ku giciro nyirizina cyo kugura, hamwe nibintu nkibikorwa bya batiri, umusaruro , hamwe nitsinda ryitsinda ryiyongera kugirango hirindwe umuvuduko ukabije wibiciro bimwe na bimwe, nigiciro cyo kuzamuka kwibiciro fatizo byoherejwe kuriamashanyaraziruhande narwo rwiyongera hafi 20% -25%.

Nyamara, guhera mu 2022, ibikoresho fatizo byakomeje kwiyongera, kandi igiciro cyibikoresho fatizo kumpera yutugari muri rusange cyiyongereyeho hejuru ya 50% ugereranije numwaka ushize, bikaba bibabaje cyane kumasosiyete menshi ya batiri asanzwe ari hafi. yinyungu muri 2021. "Showdown" hamwe na OEM, ushaka gusya bimwe mubitutu hasi.

Ku cyiciro cya gatatu n'icya kanebateriibigo bifite ingano ntoya nimbaraga zamafaranga, birababaje cyane.Bagiye guhura nibintu biteye isoni ko badashobora kubona ibicuruzwa kandi badashobora kubyara ibicuruzwa.

Nubwo bimeze bityo, na sosiyete ya batiri yumutwe ifite nini nini nimbaraga zikomeye zo guhahirana ntishobora guhuza umuvuduko wibiciro byibiciro byiyongera bitewe nigihe kirekire cyo gufunga ibiciro hamwe nubushobozi bwo gufunga ibikoresho.Igiciro cya bateri nacyo cyiyongereye kurwego runaka.Kurugero, BYD yatangaje nko mu Gushyingo umwaka ushize ko igiciro cyibicuruzwa bimwe na bimwe bigomba kwiyongera bitarenze 20%.

Kugeza ubu, izamuka ryibiciro bya batiri ryavuye kuri digitale nimbaraga ntoya ku mbaraga nakubika ingufu, hamwe na kabiri-na -cyiciro cya gatatu ibigo byateye imbere mubigo bikomeye, kandi byanyujijwe mumasoko yo hasi ndetse no mumasoko yanyuma.

Guhura n’ibiciro bishya by’izamuka ry’ibiciro, urwego rwose rw’inganda z’ingufu nshya zirimo gushakisha byimazeyo ibitekerezo byo kugabanya ibiciro ndetse n’ingamba zo guhangana n’ingaruka zo kugabanya ingaruka no kuzamura iterambere rirambye kandi ryihuse ry’inganda nshya z’ingufu.

Imbere yo gukwirakwiza kw'ibiciro kuzamuka, ikintu cyingenzi kuri OEM birumvikana ko guteza imbere byimazeyo kugabanya ibiciro mubice byose, harimo guteza imbere ikoranabuhanga rishya hamwe namasosiyete ya batiri, kunoza ibipimo bya tekiniki yibicuruzwa, gukora irushanwa ritandukanye, no kuzamura irushanwa muri rusange. y'isoko ry'ibicuruzwa, n'ibindi.

Mubyongeyeho, OEM zimwe na zimwe zihitamo gufata iyambere kugirango idindiza itangizwa ryimiterere mishya, kugirango ugabanye igihombo, tekereza kugabanya cyane umusaruro no kugurisha moderi hamwe nigihombo gikomeye, hanyuma ukazamura imiterere hagati-yohejuru hamwe na ubwenge buhanitse ninyungu nziza.

Kurugero, ingamba za societe yimodoka ntabwo ari ukongera igiciro cyibintu byingenzi, ahubwo ni uguhindura ibicuruzwa byubwenge bidahinduka mubikoresho bisanzwe, kugirango bigabanye umuvuduko wibiciro byizamuka kandi bigabanye kurwanya ibiciro byizamuka ryibiciro.

Kuri OEM zimwe-zimwe za AEM, ingamba zabo ziratandukanye.Kurugero, Great Wall's A00 yo mu rwego rwo hejuru igurishwa cyane Cat Cat na White Cat bafashe iyambere kugirango bahagarike ibicuruzwa.Urundi rwego rwa A00 rwa OEM yavuze ko mugihe kizaza, rushobora kureka ku bushake inkunga, kugabanya ibicuruzwabateriubuzima nibicuruzwa bihagaze, kandi uzigame kugurisha ukoresheje igipimo cya Hongguang Mini EV.

Ku masosiyete ya batiri, hakwiye gushyirwaho ingufu zose kugirango igabanye ibiciro byimbere kandi tunoze neza.Ibigo bimwe bya batiri byemera ko nta mwanya munini wo kugabanya ibiciro mu ikoranabuhanga ryibicuruzwa, nuburyo bwo kuzamura umusaruro nubuziranenge biba urufunguzo;icyarimwe, gusimburana murugo mubisabwa bike kandi nibindi byihuta.

Muri rusange, igiciro cyibikoresho fatizo gikomeje kwiyongera, nigiciro kinini cyaamashanyarazini umwanzuro wabanjirije.Amashanyaraziibigo bigomba buhoro buhoro guhagarika umubano woroshye wo kugura no kugurisha mubihe byashize, gushiraho ubwoko bushya bwubufatanye, gukora ubufatanye bufatika kurwego runini kandi murwego rwimbitse, guteza imbere iterambere rihuriweho nuruhererekane rwo gutanga amasoko, no kuvugurura urwego rushya rutanga isoko. icyitegererezo.

Kubireba ingamba zifatika, ibigo byamashanyarazi nabyo byihutisha ingamba zo gufunga ibikoresho byibanze.Mugushira umukono kumasezerano yingwate kubatanga isoko, gushora mumigabane, gushinga imishinga ihuriweho, no gushakisha byimazeyo abatanga isoko, gucengera kugura ibikoresho byingenzi, imiterere yumutungo wamabuye y'agaciro, no gutunganya ibicuruzwa bitunganyirizwa, kandi bikazamura byimazeyo irushanwa ryurwego rutanga imishinga. .