Kubatsirwa nekuchengetedzwa kwemitemo uye kusimudzira indasitiri yemotokari yemagetsi, CATL yakapinda muchikamu chekutanga chemusika wepasirese makore gumi chete mushure mekugadzwa kwayo. Kubva 2017 kusvika 2019, yakave yekutanga pasirese, iine chikamu chemusika chinodarika makumi maviri%. Mumusika wepamba, CATL Iine chikamu chemusika chinoda kusvika makumi mashanu muzana, ndiye akakodzera akakodzera indasitiri mutungamiri. Muna 20, mari yayo yakasvika 50 bhiriyoni, iine huwandu hwekukura kwepagore hwe2019% mumakore mashanu apfuura. Vatengi vayo vanosanganisira vagadziri vanozivikanwa vekumba nekune dzimwe nyika mumotokari dzinotakura vanhu, mabhazi, mota dzakakosha uye mimwe minda, uye chiyero chebhizinesi chayo chiri pasi rese.

Kukura kuri kuwedzera kwemabhizinesi mumakore achangopfuura, kuwedzera kune ekunze kwezvakatipoteredza, tsvakiridzo yetekinoroji uye kusimudzira uye mabhenefiti emitengo akavaka kukwikwidza kwepakati kwemabhizinesi. Kubva 2017, mari yekambani yeR&D yakapfuura bhiriyoni gumi, uye muyero weR&D wakaramba uri pamusoro pe10%.

Panyaya yekudzora mutengo, simba rekugadzira rekambani rakawedzera kubva pa17GW muna 2017 kusvika pa77GW muna 2020, uye inotarisirwa kusvika 250GW muna 2025. Chiyero chekuita chiri pachena. “Kuburikidza nekutora chikamu uye kubatanidzwa mumakambani ezvicherwa ari kumusoro, simba rekutenga rinofanirwa kudzorwa.” Zvinogona kutaurwa kuti nguva yeNingde yakagadzira danda mumusika webhatiri. Yakasanganiswa nehuwandu hwehuwandu hwekugadzira uye kushandiswa kwesimba, zvinotarisirwa kuti pasi pemamiriro ekuti nzvimbo yemusika inoramba isina kuchinjwa uye huwandu hwekushandisa hunoramba huri pa90%, mari yeCATL yebhatiri system ichapfuura 170 bhiriyoni yuan muna 2025, ingangoita mana. nguva yekamuri yekukura. Hurongwa hwemaindasitiri hwekutengesa mota dzesimba idzva kuverengera 4% yehuwandu hwekutengesa huwandu hwave hunoenderana.

Mukufamba kwenguva, pasi pechirevo chekuti nzvimbo yemusika haishanduki, CATL ichiri pasi pegomo, uye kukosha kwemusika mumakore mashanu anotevera zvechokwadi kuchatanga pa 1 trillion yuan.

toni.

Kubva payakanyorwa muna 2018, mutengo weCATL wakakwira zvakapetwa kagumi neina, uye kukosha kwayo kwemusika kwapfuura 14 bhiriyoni yuan, zvichiita kuti ive iyo inonyanya kuvimbiswa mumusika weA-share mumakore achangopfuura.

Kusvika pamwero wakati, kukwira kwemutengo wemasheya uye capital boom zvakavanza njodzi dzinogona kuitika dzinounzwa nekuchinja kwehunyanzvi uye kukwikwidza kwemusika panguva yekukura kweindasitiri. “Musika wemazuva ano wemabhatiri anonyanya kuve mabhatiri e-ternary uye accumulators, anoverengera anopfuura 99% yehuwandu, iyo yaimbove musika inodarika 60%.

Zvimwe zvingangoitwa zvinosanganisira mabhatiri egraphite uye hydrogen mafuta maseru, asi hapana kana imwe yadzo yakatengeswa. Guta reNingde parizvino rinotongwa nemabhatiri eternary, uye kukura kwaro kwemari mumakore achangopfuura kwabvawo mukubudirira kwakanyanya kwemabhatiri eternary.

Asi kubva kune imwe maonero, budiriro yeternary lithium mabhatiri zvakare inotarisisa zvakananga kuita kwenguva yeNingde. Kana chikamu chemusika chevanotsiva chichiwedzera, CATL inosungirwa kukanganiswa zvakanyanya. Muna 2020H1, kutakura kwayo kuchakanganiswa nekuwedzera kwesimbi phosphate musika share, uye mari icharatidza kusakura kwemaitiro.

Pamusoro pezvo, nekuda kwekuchengetedzwa kwemitemo yenyika mumakore apfuura, makambani epasi rese akadai se LG Chem nePanasonic haana kukwanisa kupinda mumusika wepamba, uye kudzvanywa kwemakwikwi munguva yeNingde kwakaderedzwa zvakanyanya.

Sezvo chikamu chekugovaniswa chinopera, LG Chem yakaratidza kusimba kwakasimba mushure mekupinda mumusika weChina. Muna 2020H1, chikamu chemusika weChina chichasvika 19%, uye chikamu chemusika wepasi rose chichasvika 25%. “Kunyangwe pakanga paine zvipingaidzo zvakasimba zvehunyanzvi munguva yeNingde, zvipingamupinyi zvehunyanzvi zvakamiswa mushure mezvose, uye pane zvakawanda zvisina chokwadi mukuita.” Saka, kubva pakuona kwevanoisa mari, usanyanya kufungidzira kukura kwayo kweramangwana-Lengshui. Kudonha pasi.

| Indasitiri yemotokari nyowani yave nzira isingadzokerike yekusimudzira pasi pekuda kwehurumende. Inofungidzirwa kuti pachava ne 3.6 nguva yekukura nzvimbo ne2025; iyo CAGR yeper capita yekushandisa mari pakufambisa uye kutaurirana yasvika 10% mumakore matanhatu apfuura, inova iyo nyowani magetsi mota musika Iyo budiriro inopa hwaro hwehupfumi.

Padanho rehurumende, nyika inotsigira zvakasimba kuvandudzwa kweindasitiri yemotokari yemagetsi. Mu “New Energy Vehicle Industry Development Plan (2021-2035)”, inoratidzwa kuti “panosvika 2025, kutengeswa kwemotokari dzemagetsi matsva kuchasvika makumi maviri muzana ekutengesa kwese kwemotokari itsva;” panosvika 20, mota dzemagetsi dzakachena dzinozova mota dzemagetsi matsva. Iyo mainstream, mabhazi achange akazara magetsi. “Zvakaoneswa mu”Chirongwa cheMakore Mashanu cheNyika Economic and Social Development uye 2035 Yenguva Yakareba Zvinangwa zve2035th National Congress yeCentral Committee yeCommunist Party yeChina” iyo” kukurumidza kusimudzira chizvarwa chitsva. yeruzivo tekinoroji, biotechnology, yepamusoro-yekupedzisira midziyo, simba idzva, zvitsva, mota nyowani dzesimba, Green kuchengetedza kwezvakatipoteredza, aerospace uye marine emidziyo maindasitiri. Kurudzira kubatanidzwa kwakadzama kweInternet, data hombe, hungwaru hwekugadzira uye mamwe maindasitiri… ”

Pamusoro pekutsanangura gwara rebudiriro, hurumende yakatorawo matanho akasiyana siyana ekusimudzira kusimukira kweindasitiri uye kubudirira kwemusika, senge rubatsiro, kudzikiswa kwemitero yekutenga, uye mvumo yekuti Tesla ine vekunze kwenyika vatange mafekitori kuChina. Zvinogona kutaurwa kuti pasi pekutungamirwa kwekuda kwenyika, kutsiviwa kwemotokari dzemafuta nemotokari dzemagetsi matsva kwave kusingadzoreki kusimudzira maitiro.

Padanho rakakura, hupfumi hweChinese huchiri mudanho rekukura. Kuita hupfumi hwenyika hwekutanga hunoshanda panguva yedenda ra2020. Hupfumi hwakasimba hwakabatsirawo mukuwedzera kwemari inoraswa nemunhu kubva pazviuru gumi nezvisere muna 18,000 kusvika pamakumi matatu nemaviri muna 2013, chiyero chekukura kwe32,000% mumakore manomwe apfuura. Panguva imwecheteyo, mazinga ekushandisa kwevanhu ari kuramba achivandudza. Per capita kushandiswa kwekushandisa pakufambisa uye kutaurirana kwakawedzera kubva pa2020 yuan muna 8 kusvika pa1,600 yuan muna 2013, nekukura kwepagore kwechikamu chegumi%. Tichitarisa kubva pakukura kuri kuita, kana pasina zvinhu zvakanyanyisa, mari yenyika pamunhu inoraswa icharamba ichikura mumakore mashanu kusvika gumi anotevera, izvo zvinopa vimbiso yekusimudzira indasitiri yemotokari yemagetsi.

Maererano ne “Energy-saving uye New Energy Vehicle Technology Roadmap 2.0”, kutengeswa kwemotokari itsva dzemagetsi kuchaita 20% ne2025, 40% ne2030, uye 50% ne2035. Tichifunga kuti mamiriyoni makumi maviri nemashanu ekutengesa motokari muna 25, 2025 uye. 2030, kutengeswa kwemotokari nyowani dzemagetsi kuchasvika 2035 miriyoni, 5 miriyoni uye 10 miriyoni, zvichiteerana, iine makore mashanu ekukura kwechikamu che12.5%, 30%, uye 15%, zvichiteerana. Yakaverengerwa pahwaro hwemamiriyoni 5 emotokari muna 1.37, inotarisirwa kuwedzera 2020 nguva panosvika 3.6.