Ukuzuza kukhuseleko lomgaqo-nkqubo kunye nophuhliso lweshishini elitsha lemoto yamandla, i-CATL ingene kwi-echelon yokuqala yemarike yehlabathi kuphela iminyaka elishumi emva kokusekwa kwayo. Ukusukela ngo-2017 ukuya ku-2019, ibekwe kwindawo yokuqala emhlabeni, ngesabelo semarike esingaphezulu kwama-20%. Kwimarike yasekhaya, i-CATL Ngesabelo semarike esiphantse sibe yi-50%, yinkokeli efanelekileyo yeshishini. Ngo-2019, ingeniso yayo yafikelela kwi-45.8 yeebhiliyoni zeebhiliyoni, kunye nesantya sokukhula sonyaka esihlanganisiweyo se-121% kule minyaka mihlanu idlulileyo. Abathengi bayo baquka abavelisi abaziwayo basekhaya nabangaphandle kwiimoto zabakhweli, iibhasi, izithuthi ezikhethekileyo kunye namanye amasimi, kwaye umda wayo weshishini ukho kwihlabathi liphela.

Ukukhula okugqabhukileyo kwamashishini kwiminyaka yakutshanje, ukongeza kwizinto zangaphandle zokusingqongileyo, uphando lwetekhnoloji kunye nophuhliso kunye neenzuzo zeendleko ziye zakha ukhuphiswano olungundoqo lwamashishini. Ukusukela ngo-2017, utyalo-mali lwe-R&D lwenkampani lugqithile kwi-10 yeebhiliyoni zeeyuan, kwaye umlinganiselo weendleko ze-R&D uhleli ungaphezulu kwe-8%.

Ngokumalunga nokulawulwa kweendleko, amandla okuvelisa inkampani anyukile ukusuka kwi-17GW kwi-2017 ukuya kwi-77GW kwi-2020, kwaye kulindeleke ukuba ifike kwi-250GW kwi-2025. Impembelelo yesikali ibonakala. “Ngothatho-nxaxheba kubulungisa kunye namaphulo adibeneyo kwiinkampani zobutyebi bezimbiwa ezinyukayo, amandla okuthenga kufuneka alawulwe.” Kunokuthiwa ixesha le-Ningde liye lakhula laba yipali kwimarike yebhetri. Idityaniswe nenqanaba lomthamo wemveliso kunye nokusetyenziswa kwamandla, kulindeleke ukuba phantsi kwemeko yokuba indawo yentengiso ihlala ingatshintshi kwaye izinga lokusetyenziswa kwamandla lihlala li-90%, ingeniso yenkqubo yebhetri yeCATL iya kudlula i-yuan eyi-170 yezigidigidi ngo-2025, malunga ne-4. amaxesha igumbi ukukhula. Isicwangciso soshishino lwentengiso yezithuthi zamandla amatsha ukuya kuthi ga kwi-20% yexabiso lilonke lokuthengisa liye lahambelana.

Ekuhambeni kwexesha, phantsi kwesiseko sokuba indawo yemarike ayitshintshi, i-CATL isephantsi kwentaba, kwaye ixabiso lemarike kwiminyaka emihlanu ezayo liza kuqala kwi-1 trillion yuan.

ithoni.

Ukusukela ekudwelisweni kwayo ngo-2018, ixabiso lesabelo se-CATL linyuke amaxesha angama-14, kwaye ixabiso layo lemarike ligqithise kwi-800 yeebhiliyoni zeeyuan, okwenza kube yeyona nto ithembisayo kwimarike yesabelo se-A kwiminyaka yakutshanje.

Ukuya kuthi ga kwinqanaba elithile, ukunyuka kwexabiso lesitokhwe kunye nokukhula kwenkunzi kuye kwafihla ubungozi obunokubakho obuziswe lutshintsho lwetekhnoloji kunye nokhuphiswano lwentengiso ngexesha lokukhula koshishino. Imakethi yangoku yeebhetri ikakhulu ziibhetri ze-ternary kunye neziqokeleli, ezibalelwa ngaphezulu kwe-99% yetotali, apho imarike yangaphambili ibalelwa ngaphezulu kwama-60%.

Ezinye iindlela ezinokuthi zibandakanye iibhetri zegraphite kunye neeseli ze-hydrogen fuel, kodwa akukho nanye kuzo eye yathengiswa. IsiXeko saseNingde okwangoku silawulwa ziibhetri ze-ternary, kwaye ukukhula kwaso okugqabhukileyo kwingeniso kule minyaka yakutsha nje kuye kwavela kwimpumelelo ephezulu yeebhetri ze-ternary.

Kodwa ukusuka kwelinye imbono, ukuchuma kweebhetri ze-lithium ze-ternary nako kumisela ngokuthe ngqo ukusebenza kwexesha le-Ningde. Nje ukuba isabelo semarike sababambeleyo sinyukile, i-CATL inyanzelekile ukuba ichaphazeleke kakhulu. Kwi-2020H1, ukuthunyelwa kwayo kuya kuchaphazeleka ngokunyuka kwesabelo semarike ye-iron phosphate, kwaye ingeniso iya kubonisa ukukhula okungalunganga.

Ukongezelela, ngenxa yokukhuselwa kwemigaqo-nkqubo yelizwe kwiminyaka edlulileyo, iinkampani zamazwe ngamazwe ezifana ne-LG Chem kunye ne-Panasonic azikwazanga ukungena kwimarike yasekhaya, kwaye uxinzelelo lokhuphiswano kwixesha le-Ningde lancitshiswa kakhulu.

Njengoko i-dividend yomgaqo-nkqubo iyancipha, i-LG Chem ibonise umfutho oqinileyo emva kokungena kwimarike yaseTshayina. Kwi-2020H1, isabelo semarike yaseTshayina siya kufikelela kwi-19%, kwaye isabelo semarike yehlabathi siya kufikelela kwi-25%. “Nangona bekukho imiqobo eyomeleleyo yobuchwephesha ngexesha le-Ningde, imiqobo yobuchwephesha ibekwe emva kwayo yonke loo nto, kwaye kukho ukungaqiniseki okuninzi kwinkqubo.” Ngoko ke, ngokwembono yabatyali-mali, musa ukugqithisela uphuhliso lwalo lwexesha elizayo-i-Lengshui. Ukuwa phantsi.

| Ishishini elitsha leemoto zamandla libe yindlela yophuhliso engenakujikwa phantsi kwentando karhulumente. Kuqikelelwa ukuba kuya kubakho amaxesha angama-3.6 kwindawo yokukhula ngo-2025; i-CAGR yenkcitho yokusetyenziswa komntu ngamnye kwezothutho nonxibelelwano ifikelele kwi-10% kwiminyaka emithandathu edlulileyo, eyimarike entsha yemoto yamandla Uphuhliso lubonelela ngesiseko soqoqosho.

Kwinqanaba likarhulumente, urhulumente uxhasa ngamandla uphuhliso loshishino lweemoto zamandla amatsha. Kwi-“New Energy Vehicle Industry Development Plan” (2021-2035)”, kucaciswe ukuba “ngo-2025, ukuthengiswa kwezithuthi zamandla amatsha kuya kufikelela malunga ne-20% yokuthengiswa kweemoto ezintsha;” ngo-2035, iimoto zombane ezicocekileyo ziya kuba zizithuthi zamandla amatsha. Eyona nto iphambili, iibhasi ziya kufakelwa umbane ngokupheleleyo. “Kwachazwa” kwiSicwangciso seMinyaka emiHlanu yoPhuhliso lwezoQoqosho lweSizwe kunye noPhuhliso lweNtlalo kunye neenjongo zexesha elide ze-2035 zeNkomfa yeSizwe ye-14 yeKomiti ePhakamileyo ye-Communist Party yaseChina “ukuba” ukukhawuleza ukuphuhliswa kwesizukulwana esitsha. yeteknoloji yolwazi, i-biotechnology, izixhobo eziphezulu, amandla amatsha, izinto ezintsha, izithuthi zamandla amatsha , ukukhuselwa kokusingqongileyo okuluhlaza, i-aerospace kunye nemizi-mveliso yezixhobo zaselwandle. Ukukhuthaza ukudityaniswa okunzulu kwe-Intanethi, idatha enkulu, ubukrelekrele bokwenziwa kunye namanye amashishini. ”

Ukongeza ekuchazeni umkhombandlela wophuhliso, urhulumente uphinde wathatha amanyathelo ahlukeneyo okukhuthaza uphuhliso lweshishini kunye nokuchuma kwemarike, njengenkxaso-mali, ukuthotywa kwerhafu yokuthenga, kunye nemvume yeTesla yangaphandle ngokupheleleyo yokuseka iifektri eTshayina. Kunokuthiwa phantsi kwesikhokelo somyolelo wesizwe, ukutshintshwa kwezithuthi zepetroli ngezithuthi zamandla amatsha kuye kwaba yindlela yophuhliso engenakuguqulwa.

Kwinqanaba elikhulu, uqoqosho lwaseTshayina lusekwinqanaba lokukhula. Ukuba luqoqosho lokuqala olusebenzayo kwihlabathi ngexesha lobhubhani ka-2020. Uqoqosho olomeleleyo nalo lube negalelo ekonyukeni kwengeniso yomntu ngamnye echithwayo ukusuka kwi-18,000 ngowama-2013 ukuya kuma-32,000 ngowama-2020, izinga lokukhula elihlanganisiweyo nge-8% kule minyaka isixhenxe idlulileyo. Kwangaxeshanye, amanqanaba okusetyenziswa kwabantu ahlala ephucuka. Inkcitho yokusetyenziswa komntu ngamnye kwezothutho nonxibelelwano inyuke ukusuka kwi-yuan eyi-1,600 ngo-2013 ukuya kwi-2,800 yuan ngo-2019, kunye nezinga lokukhula ngonyaka elikwi-10%. Xa sijonga indlela yokukhula ekhoyo ngoku, ngokungabikho kwemiba egqithisileyo, ingeniso yesizwe yomntu ngamnye enokulahlwa iya kugcina ukukhula okuthe gqolo kule minyaka mihlanu izayo ukuya kwelishumi, nto leyo enika isiqinisekiso sophuhliso lweshishini elitsha leemoto zamandla.

Ngokutsho kwe “Energy-Saving and New Energy Vehicle Technology Roadmap 2.0”, ukuthengiswa kwezithuthi zamandla amatsha kuya kubalelwa kwi-20% ngo-2025, i-40% ngo-2030, kunye ne-50% ngo-2035. Kucingelwa ukuba i-25 yezigidi zokuthengisa imoto kwi-2025, i-2030 kunye Ngo-2035, ukuthengiswa kwezithuthi zamandla amatsha kuya kufikelela kwizigidi ezi-5, i-10 yezigidi, kunye ne-12.5 yezigidi, ngokulandelelana, kunye nenqanaba lokukhula kweminyaka emihlanu ye-30%, i-15% kunye ne-5% ngokulandelanayo. Kubalwa kwisiseko se-1.37 yezigidi zezithuthi kwi-2020, kulindeleke ukuba inyuke amaxesha angama-3.6 ngo-2025.