Ngenyanga yokuqala ka-2021, isivumelwano sokuthenga samasu esingekho ngaphansi kwezigidi ezingu-900 senze “isiqalo esihle” sebhizinisi lamabhethri ahlakaniphile le-Far East Smart Energy Co., Ltd. (Lokhu kungase kube isici esibalulekile samathuba amasha alethwa ukubuyiswa kwemboni entsha yamandla. Ngokwezinga elithile, lokhu kukhombisa futhi ukuthi amathuba amakhulu ayafufusa embonini. Izinkampani ezifanele zingawabamba kanjani kangcono? Kwenzenjani?

Inqubomgomo + inani elikabili lemakethe, yini ezokhethwa yimboni?

“Amandla amasha ayindlela yentuthuko.” Ngemva kweminyaka yokuhlola nokunqwabelana, lo mbono uye washintsha kancane kancane waba ngokoqobo. Ingazwakala kusukela ezimotweni zikagesi eziningi futhi ezintsha emgwaqeni onguthelawayeka, futhi ingabonakala emfuleni ongapheli wezimoto zikagesi. Amasondo amabili abona sengathi abathengi sebeqalile ukwamukela futhi sebekujwayele ukuba khona kwawo, okusho ukuthi imboni isiluleme ngokusobala.

Ekupheleni konyaka odlule, uMkhandlu Wombuso ukhiphe “Uhlelo Olusha Lokuthuthukiswa Kwemboni Yezimoto Zamandla (2021-2025)”, ucacisa ukuthi ukuthengiswa kwezimoto zamandla amasha ezweni lami kuzothatha cishe u-20% wokudayiswa kwezimoto ezintsha zaseChina ngo-2025. ekuhlaziyweni kosayizi wemakethe yezimoto zamanje, isilinganiso sokukhula kokuthengiswa konyaka sizodlula ama-30%, aqondana ngqo nokukhula ohlangothini lwesidingo. Idizayini ecacile yezinga eliphezulu iphinde yavuselela ukuzethemba emakethe yebhethri lamandla.

Ngaphandle kwezimoto ezisebenza ngamandla amasha ezinokunaka okuphezulu, amasondo amabili kagesi abe nezinguquko ezinyakazisa umhlaba. Amabhizinisi ahambisanayo aphinde abheke ukuguqulwa kwamabhethri e-lithium njengesu elibalulekile lezigaba. Kuyabonakala ukuthi ekupheleni kwesikhathi soguquko sezinga elisha likazwelonke, amasondo amabili kagesi azohlonyiswa ngokulandelana ukuze athuthukise impilo yebhethri, amandla, ukushaja kanye nokukhipha amandla amasondo amabili kagesi, ngaleyo ndlela abe enye indlela efaneleke kakhulu. ngemva kokuqaliswa komgomo othi “asikho isithuthuthu”. Nambitha”. Ngokusekelwe kulezi zici, i-GGII ibikezela ukuthi izinga lokungena emakethe yamasondo amabili kagesi lizofinyelela ku-23% ngo-2021.

Eqinisweni, akuzona kuphela izimoto zikagesi (amabhethri anamandla), izimoto zikagesi ezinamasondo amabili (amabhethri amancane amandla), okuhlanganisa idijithali ye-3C, amathuluzi kagesi nezinye izingxenye zemakethe ziyanda, futhi indawo yokukhula ehambisanayo nayo iyanda. Kungashiwo ukuthi Amathuba amasha ahlukene ayavela ngokulandelana kulandela ukusimama kwemboni entsha yezamandla. Ukwengeza, okuthintwa isabelo semakethe sezinkampani zamabhethri anamandla, imakethe yamandla amancane ingaba impumelelo enkulu kwabanye abaqalisi.

Ngaphansi koshintsho, yini i-Far East Holdings?

I-Far East ibambelela emgwaqeni wemboni yezamandla amasha, ilwela ukwakha isizinda sokusebenza kwebhethri lamandla esihlanganisa ukukhiqiza, imfundo nocwaningo, futhi yakha izinzuzo ezine ezinkulu zesikali, ubuchwepheshe, ukukhiqiza kanye ne-synergy ye-industrial chain. Enqubweni yokuthuthukiswa, inkampani ibambelela esimisweni sokuqhutshwa kobuchwepheshe kanye nokusungulwa kwezinto ezintsha, yakha futhi ithuthukisa isikhungo socwaningo ngokuqhubekayo, yethula futhi iqeqeshe amathalente athuthukile, futhi isungula ithimba lezobuchwepheshe elakhiwe ochwepheshe. Ngaso leso sikhathi, i-Far East iphinde yaqala ukwakha “I-Postdoctoral Research Workstation” kanye “ne-Academician Workstation”.

I-Far East Battery, inkampani ephethwe yi-Far East Holdings, ithembele emandleni aqinile e-R&D ukuze iqhubeke nokuphromotha ukuthuthukiswa komkhiqizo nokuthuthukisa imikhiqizo enokuphepha okuphezulu, impilo ende namandla athile aphezulu. Ngenxa yokukhathazeka kohambo lwebanga elifushane kanye nezici ezijwayelekile zemikhiqizo yamathuluzi angenantambo, Ibhethri laseMpumalanga Ekude libeka phambili izidingo eziphakeme ze-R&D ngezinga lokukhishwa, umthamo webhethri nempilo yomjikelezo. Ngokwesisekelo se-18650, ithuthukise ibhethri le-21700 elinamandla kanye nesivinini. Amandla okukhiqiza nawo akhulisiwe. Ukukhishwa kwansuku zonke kwamanje kungu-18,650 kanye no-21,700, okudlula izigidi ezingu-1.4.

Ngenxa yomthamo owanele wokukhiqiza nokusebenza okuhle kakhulu komkhiqizo, i-Far East Battery inganweba isakhiwo sayo sebhizinisi ngokuzethemba okukhulu. Ngokohlelo lwesu lwangaphambilini, sethule ngokulandelana ukuhlelwa kwamabhethri anamandla, amabhethri anamandla amancane kanye namasegimenti emakethe yedijithali engu-3C. Phakathi kwazo, sithole imiphumela emihle ngamandla aphansi futhi sithepha ngempumelelo ulwandle oluluhlaza lwamasegimenti emakethe amasha.

Ukusayinda okuningi kwamasu, yisiphi isinyathelo esilandelayo?

Onyakeni odlule, Ibhethri layo laseMpumalanga Ekude laligxile ekwandiseni imakethe yamabhethri anamandla amancane, futhi lisayine izivumelwano zokubambisana zamasu ngokulandelana no-Niu Gensheng, CSG, Xinri nabanye abakhiqizi bamasondo amabili ukuze babe abahlinzeki. Eminyakeni emithathu ezayo, i-Niu Power izothenga ama-yuan angekho ngaphansi kwezigidi ezingu-150 zamaseli ebhethri ye-lithium eMpumalanga Ekude, okulindeleke ukuthi ikhiqize imali engenayo engaphansi kwezigidi ezingu-900 zamayuan. Amasheya e-Xinri athi kuzojulisa ukubambisana ne-Far East emikhakheni emibili yamabhayisikili kagesi nezimoto zikagesi, ibone ukuguqulwa kokufakwa kukagesi kwebhethri ye-lithium, futhi ibe ibhizinisi elihamba phambili ngamabhayisikili kagesi……

Ngaphezu kwalokho, ngokusekelwe ekucatshangelweni kwezomnotho kwesifunda, ikomkhulu le-Far East Enterprises liseWuxi, futhi iWuxi ingesinye sezisekelo ezine ezinkulu zokukhiqiza zamasondo amabili kagesi e-China (okuwukuphela kwezinkampani ezimbili ezisohlwini emkhakheni wamasondo amabili kagesi, U-Xinri no-Yadi bobabili balapha), ingachazwa ngokuthi “inyanga eduze nesiteji samanzi”, futhi kunenani elikhulu lamakhasimende eduze. Ngesikhathi esifanayo, ngokuguqulwa okujulile kwezinkampani zamabhayisikili kagesi kumabhethri e-lithium, sizozuza ukubambisana okukhulu kanye nesimo sokuwina ne-Far East Holdings esikhathini esizayo.

Emkhakheni wamathuluzi kagesi, i-Far East Holdings isayine isivumelwano sokusebenzisana ne-Posco Technology, umkhiqizi wamathuluzi wamandla asezingeni lomhlaba, kanye nemikhiqizo ehloliwe yaphinde yathuthukiswa ngokuvumelana nesidingo. Emkhakheni wamabhethri wamandla, sizohlanganisa ukubambisana ne-Jiangling nezinye izinkampani zezimoto zamandla amasha, futhi siqhubeke nokwandisa ukubambisana nezinye izinkampani zezimoto zamandla amasha, sigxile ekuthuthukisweni komkhiqizo we-flagship 21700 cylindrical lithium amabhethri. “Ikusasa seliyabonakala. I-Far East Holdings izoqhubeka nokuqinisa ucwaningo nentuthuko, futhi ijulise izingxenye ezintathu ezinkulu zemakethe ngesisekelo sezinzuzo ezikhona.

Amandla amasha umkhumbi omkhulu oya esikhathini esizayo. IMpumalanga Ekude isivele igibele. Ngesikhathi esifanayo, sizosebenzisana ne-Far East Company kanye nezinkampani ezihambisana nezimboni ukuze sisebenzisane ukuze sakhe futhi wabelane ngempilo ephephile, eluhlaza nenhle ngenhloso “yokudala ukubaluleka nokusebenzela umphakathi”.