Kuita kwakasimba kwemumba
Muchikamu chekutanga che2025, Musika weChina webhatiri remagetsi wakaratidza kusimba kwakasimba uye kuwedzera kwekukura, nezvose zvakaiswa simba uye zvinotengeswa kunze kwenyika zvichirova rekodhi yakakwirira. Maererano nenhamba kubva kuChina Automotive Power Battery Industry Innovation Alliance, iyo yakawedzera yakaiswa simba remagetsi epamba yakasvika zvinoshamisa 130.2 GWh, gore negore kuwedzera kwe52.8%, kuisa hutsva hutsva kubva pachikamu chekutanga che2020. Panguva imwecheteyo, simba rekutengesa kunze kwenyika rakakwira kusvika 37.8 gore reGWh, 37. Aya data anoratidza kukura kwakasimba kweMotokari itsva yeChina industry uyekuwedzera kwayo kukwikwidza mumusika wepasi rose.
Nekuda kwenhevedzano yemitemo yerutsigiro yehurumende, iyo yemba nyowani simba rekutengesa mota retail rate yakakwira kusvika 51.1%. Matanho akadai sekurasa nekuvandudza, chekare-kune-nyowani, uye kuregererwa kwesimba idzva rekutenga mota yemutero zvanyatsokurudzira kudiwa kwevatengi. Nyanzvi yeindasitiri Zhang Jinhui inofanotaura kuti nekukasira kwekuiswa kwemagetsi, chiyero chekupinda kwemotokari dzemagetsi matsva chinotarisirwa kudarika 55% panosvika 2025. Izvi hazvingoratidzi kutsunga kweChina kugadzira zvine simba mota nyowani dzemagetsi, asi zvakare inoratidza chiono chenyika chekufambisa kwakasimba.
Kuchinja Market Dynamics
Kuongorora kwakadzama kwemusika webhatiri remagetsi kunoratidza kuti kugoverwa kwemhando dzebhatiri kwakachinja zvakanyanya. Lithium iron phosphate mabhatiri (LFP) inoramba ichitonga, ine cumulative yakaiswa simba inosvika 105.2 GWh mukota yekutanga, inoverengera 80.8%, gore negore kuwedzera kwe93.6%, kuwedzera kunoshamisa. Kusiyana neizvi, iyo yakaiswa mabhatiri e ternary yaive 25 GWh, inoverengera 19.2%, gore negore kuderera kwe19%. Nekuchengetedza kwayo uye mutengo wakanakira, mabhatiri e-lithium iron phosphate akatonga musika wepamba kubva muna Chikunguru 2021, achiratidza kukwikwidza kwakasimba kunopesana nemamiriro ekushanduka kwezvinodiwa nevatengi.
Tikatarisa pasirese, kunyangwe chiyero chekukura kwekudiwa kwemotokari dzesimba idzva kwadzikira, kusimbaradza kwekuita-mutengo kwaita kuti ma automaker epasi rose awedzere kufarira mabhatiri e lithium iron phosphate. Vagadziri vepamusoro vakaita seTesla, Volkswagen, Mercedes-Benz, uye BMW vese vanoronga kuwedzera chikamu chegungano che lithium iron phosphate mabhatiri, zvichiratidza kucherechedzwa kwavo kukuru kwehunyanzvi. Pamusoro pezvo, vagadziri vebhatiri vekunze vakaita se LG Energy Solution, Samsung SDI, uye SK On vatangawo kuendesa lithium iron phosphate bhatiri tekinoroji kuti ienderere mberi nekusimudzira budiriro yayo. Nekudaro, zvakakosha kucherechedza kuti mabhatiri eternary achiri kutonga musika wepasirese, nekutengesa kunze kwenyika kune 60.9%, kuwedzera kwegore negore kuwedzera kwe31,9%, nepo kuwedzera kwe lithium iron phosphate mabhatiri ingori 9.3%.
Hutungamiri Hwekambani uye Kufurira Kwepasi rose
Munzvimbo yemakwikwi emusika weChina bhatiri remagetsi, CATL neBYD vanoramba vachichengetedza chinzvimbo chavo chikuru. CATL inochengetedza chinzvimbo chinotungamira mune ese ari maviri lithium iron phosphate uye ternary simba bhatiri kumisikidzwa, ine migove yemusika ye38.49% uye 69.46% zvichiteerana. BYD inonyanya kutarisisa pane bhatiri rekushandisa kune yayo itsva simba mota, uku ichiwedzera bhatiri rayo kune makuru anozivikanwa automaker. Iyi nharaunda yemakwikwi haingosimudzire hunyanzvi chete, asiwo inovandudza huwandu hwese uye tekinoroji nhanho yemabhatiri emagetsi eChina.
Musika weChina webhatiri remagetsi uri kuwedzera, uye pesvedzero yawo inodarika miganhu yayo. Kutengeswa kunze kwenyika mabhatiri emagetsi kwakagadzira mari yakawanda yemari yekunze, kwakakurudzira kusimukira kwemaindasitiri ane hukama, uye kwakawedzera hupfumi. Pamusoro pezvo, kukwikwidza mumusika wepasirese kwakakurudzirawo vanogadzira mabhatiri eChinese kuti vawedzere tsvakiridzo nekusimudzira kuedza, nekudaro vachisimudzira hunyanzvi hwetekinoroji. Kushandiswa kwakapararira kwemabhatiri emagetsi kunoitawo basa rakakosha mukuderedza kutsamira pamafuta echinyakare, kuderedza kuburitswa kwegasi regreenhouse, uye kusimudzira budiriro yezvakatipoteredza pasi rose.
Kuenderera mberi kwehutungamiriri hweChina mumabhatiri emotokari yemagetsi kunopa mikana yekudyidzana nedzimwe nyika muchikamu chesimba idzva. Simba bhatiri rinotengeswa kunze kwenyika rinosimudzira kuchinjana kwehunyanzvi uye kugovana zviwanikwa, uye kubatsira kugadzirisa pamwe chete matambudziko epasi rose emagetsi. Pamusoro pezvo, chinzvimbo cheChina chinotungamira mundima iyi chinowedzera simba rayo mukutonga kwesimba repasi rose, zvichiita kuti ive chinhu chakakosha mukuumba ramangwana rekufambisa kwakasimba.
Muchidimbu, kushanda kwakasimba kweindasitiri yemotokari yemagetsi yeChina uye musika wayo webhatiri remagetsi kunoratidza zvizere kuzvipira kweChina mukusimudzira. Sezvo nyika iri kuwedzera kutendeukira kusimba rakasvibira, nyika dzinofanirwa kuziva nekutsigira kufambira mberi kweChina mumunda wemotokari dzemagetsi matsva. Nekusimudzira kushandira pamwe uye hunyanzvi, tinogona pamwe chete kugadzira ramangwana rakagadzikana uye rakasvibira.
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Nguva yekutumira: May-22-2025