Izuza ekuvikelweni kwenqubomgomo kanye nokuthuthukiswa kwemboni entsha yezimoto zamandla, i-CATL ingene esigabeni sokuqala semakethe yomhlaba wonke eminyakeni eyishumi kuphela ngemuva kokusungulwa kwayo. Kusukela ngo-2017 kuya ku-2019, ikleliswe kuqala emhlabeni, ngesabelo semakethe esingaphezu kwama-20%. Emakethe yasekhaya, i-CATL Ngesabelo semakethe esicishe sibe ngama-50%, ingumholi wemboni ofaneleka kahle. Ngo-2019, imali engenayo yafinyelela ezigidini eziyizinkulungwane ezingama-45.8, ngesilinganiso sokukhula sonyaka esihlanganisiwe esingu-121% eminyakeni emihlanu edlule. Amakhasimende ayo ahlanganisa abakhiqizi abaziwayo basekhaya nabangaphandle ezimotweni zabagibeli, amabhasi, izimoto ezikhethekile kanye neminye imikhakha, futhi umkhakha wayo webhizinisi usemhlabeni wonke.

Ukukhula okunamandla kwamabhizinisi eminyakeni yamuva nje, ngaphezu kwezici zemvelo zangaphandle, ucwaningo lwezobuchwepheshe kanye nentuthuko kanye nezinzuzo zezindleko kuye kwakha ukuncintisana okuyinhloko kwamabhizinisi. Kusukela ngo-2017, ukutshalwa kwezimali kwe-R&D kwenkampani kudlule ama-yuan ayizigidi eziyizinkulungwane eziyi-10, futhi isilinganiso sezindleko ze-R&D sisale singaphezu kuka-8%.

Mayelana nokulawulwa kwezindleko, amandla okukhiqiza enkampani anyuke esuka ku-17GW ngo-2017 kuya ku-77GW ngo-2020, futhi kulindeleke ukuthi afinyelele ku-250GW ngo-2025. Umphumela wesikali usobala. “Ngokubamba iqhaza kokulingana kanye nokubambisana ezinkampanini zemithombo yamaminerali ekhuphukayo, amandla okuthenga kufanele alawulwe.” Kungashiwo ukuthi inkathi ye-Ningde ithuthuke yaba isigxobo emakethe yebhethri. Kuhlanganiswe nezinga lomthamo wokukhiqiza kanye nokusetshenziswa kwamandla, kulindeleke ukuthi ngaphansi kwesimo sokuthi indawo yemakethe ihlala ingashintshile futhi izinga lokusebenzisa amandla lihlala ku-90%, imali engenayo yesistimu yebhethri ye-CATL izodlula ama-yuan ayizigidi eziyizinkulungwane ezingu-170 ngo-2025, okungaba ngu-4. izikhathi zegumbi lokukhula. Uhlelo lwezimboni lokudayiswa kwezimoto zamandla amasha ukuze zithole u-20% wesamba sezizonke ezidayisiwe selushintshile.

Ngokuhamba kwesikhathi, ngaphansi kwesisekelo sokuthi indawo yemakethe ayishintshi, i-CATL isengaphansi kwentaba, futhi inani lemakethe eminyakeni emihlanu ezayo lizoqala ngokuqinisekile ku-1 trillion yuan.

ithoni.

Kusukela yafakwa ohlwini ngo-2018, inani lentengo le-CATL likhuphuke izikhathi ezingu-14, futhi inani layo lemakethe lidlule ama-yuan ayizigidi eziyizinkulungwane ezingu-800, okuyenza ibe umgomo othembisa kakhulu emakethe ye-A-share eminyakeni yamuva.

Ngokwezinga elithile, ukukhuphuka kwentengo yesitoko kanye nokukhula kwezimali kufihle ubungozi obungase bulethwe izinguquko zobuchwepheshe kanye nokuncintisana kwezimakethe ngesikhathi sokukhula kwemboni. “Imakethe yamabhethri yamanje ikakhulukazi ngamabhethri e-ternary nama-accumulators, ebalwa ngaphezu kuka-99% wesamba, lapho imakethe yangaphambili ithatha ngaphezu kuka-60%.

Ezinye izindlela ezingaba khona zihlanganisa amabhethri e-graphite namaseli kaphethiloli we-hydrogen, kodwa awekho awo adayiswe. IDolobha laseNingde njengamanje libuswa amabhethri e-ternary, futhi ukukhula kwalo okunamandla kwemali engenayo eminyakeni yamuva nje kuvela ekuchumeni okuphezulu kwamabhethri e-ternary.

Kodwa ngakolunye uhlangothi, ukuchuma kwamabhethri e-ternary lithium nakho kunquma ngokuqondile ukusebenza kwenkathi ye-Ningde. Uma isabelo semakethe sokushintshwa sikhuphuka, i-CATL nakanjani izothinteka kakhulu. Ngo-2020H1, ukuthunyelwa kwayo kuzothinteka ngenxa yokwanda kwesabelo semakethe ye-iron phosphate, futhi imali engenayo izokhombisa ukukhula okungekuhle.

Ngaphezu kwalokho, ngenxa yokuvikelwa kwezinqubomgomo zikazwelonke eminyakeni edlule, izinkampani zamazwe ngamazwe ezifana ne-LG Chem ne-Panasonic azikwazanga ukungena emakethe yasekhaya, futhi ukucindezela kokuncintisana ngesikhathi se-Ningde kwancishiswa kakhulu.

Njengoba i-dividend yenqubomgomo iyancipha, i-LG Chem ibonise umfutho oqinile ngemva kokungena emakethe yaseShayina. Ngo-2020H1, isabelo semakethe yaseShayina sizofinyelela ku-19%, futhi isabelo semakethe yomhlaba wonke sizofinyelela ku-25%. “Yize bekunemigoqo eqinile yezobuchwepheshe ngesikhathi sika-Ningde, izithiyo zobuchwepheshe zihleliwe, futhi kuningi ukungaqiniseki kule nqubo.” Ngakho-ke, ngokombono abatshalizimali, musa overestimate ikusasa layo ukuthuthukiswa-Lengshui. Ukuwa phansi.

| Imboni entsha yezimoto zamandla isiphenduke inkambiso yentuthuko engenakuhlehliswa ngaphansi kwentando kahulumeni. Kulinganiselwa ukuthi kuzoba nesikhala sokukhula esiphindwe ka-3.6 ngo-2025; i-CAGR yezindleko zokusetshenziswa komuntu ngamunye kwezokuthutha nokuxhumana isifinyelele ku-10% eminyakeni eyisithupha edlule, okuyimakethe entsha yezimoto zamandla Intuthuko inikeza isisekelo somnotho.

Ezingeni likahulumeni, umbuso usekela ngamandla ukuthuthukiswa kwemboni entsha yezimoto zamandla. Ku-“New Energy Vehicle Industry Development Plan” (2021-2035)”, kuboniswe ukuthi “ngo-2025, ukuthengiswa kwezimoto ezintsha ezinamandla kuzofinyelela cishe ku-20% wesamba sokuthengiswa kwezimoto ezintsha;” ngo-2035, izimoto zikagesi ezihlanzekile zizoba izimoto ezintsha zamandla. Amabhasi azofakwa ugesi ngokugcwele. “Kwavezwa “OHlelweni Lweminyaka Emihlanu Lokuthuthukiswa Kwezomnotho Nenhlalakahle Kazwelonke kanye neziNhloso Zesikhathi Eside zika-2035 zeNgqungquthela Kazwelonke ye-14 yeKomidi Eliyinhloko LeQembu LamaKhomanisi laseChina” ukuthi “ukusheshisa ukuthuthukiswa kwesizukulwane esisha. yobuchwepheshe bolwazi, i-biotechnology, izinto zokusebenza ezisezingeni eliphezulu, amandla amasha, izinto ezintsha, izimoto zamandla amasha , ukuvikelwa kwemvelo eluhlaza, izimboni ze-aerospace kanye nezimboni zasolwandle. Thuthukisa ukuhlanganiswa okujulile kwe-inthanethi, idatha enkulu, ubuhlakani bokwenziwa nezinye izimboni…”

Ngaphezu kokucacisa isiqondiso sentuthuko, uhulumeni uphinde wathatha izinyathelo ezihlukahlukene zokukhuthaza ukuthuthukiswa kwezimboni kanye nokuchuma kwezimakethe, njengemixhaso, ukwehliswa kwentela yokuthenga, kanye nemvume yokuthi i-Tesla ephethwe ngabangaphandle ngokuphelele isungule izimboni eChina. Kungashiwo ukuthi ngaphansi kokuqondisa kwentando kazwelonke, ukushintshwa kwezimoto zikaphethiloli ngezimoto ezisebenza ngamandla amasha sekuphenduke inkambiso yentuthuko engenakuhlehliswa.

Ezingeni elikhulu, umnotho waseShayina usesesigabeni sokukhula. Ukuze ube umnotho wokuqala osebenzayo emhlabeni ngesikhathi sodlame luka-2020. Umnotho onamandla nawo ube negalelo ekwenyukeni kwemali etholwayo yomuntu ngamunye isuka ezi-18,000 ngowezi-2013 yaya kweziyi-32,000 ngowezi-2020, okuyizinga lokukhula elihlanganisiwe ngama-8% eminyakeni eyisikhombisa edlule. Ngesikhathi esifanayo, amazinga okusetshenziswa kwabantu ahlala ethuthuka. Izindleko zokusetshenziswa komuntu ngamunye kwezokuthutha nokuxhumana zinyukile zisuka ku-1,600 yuan ngo-2013 zaya kumayuan angu-2,800 ngo-2019, nezinga lokukhula elihlanganisiwe lonyaka lika-10%. Uma sibheka inkambiso yamanje yokukhula, uma zingekho izinto eziyingozi kakhulu, imali engenayo etholakala kuzwelonke ngomuntu ngamunye izogcina ukukhula okuqinile eminyakeni emihlanu kuya kweyishumi ezayo, okuhlinzeka ngesiqinisekiso sokuthuthukiswa kwemboni yezimoto zamandla amasha.

Ngokohlelo olubizwa nge-“Energy-saving and New Energy Vehicle Technology Roadmap 2.0”, ukudayiswa kwezimoto ezikhiqiza amandla amasha kuzoba ku-20% ngo-2025, u-40% ngo-2030, kanye no-50% ngo-2035. Ngo-25, ukuthengiswa kwezimoto ezintsha zamandla kuzofinyelela ezigidini ezi-2025, izigidi ezi-2030, nezigidi ezingu-2035, ngokulandelana, ngezinga lokukhula elihlanganisiwe leminyaka emihlanu lika-5%, 10% no-12.5%, ngokulandelana. Ibalwa ngesisekelo sezimoto eziyizigidi eziyi-30 ngo-15, kulindeleke ukuthi ikhule izikhathi ezi-5 ngo-1.37.