Engxenyeni yokuqala ka-2022, izibalo zazihlanganisa amaphrojekthi amasha embonini yamandla ebhethri angama-85, amaphrojekthi angama-81 amemezele inani lokutshalwa kwezimali, inani lama-yuan ayizigidi eziyizinkulungwane ezingama-591.448, ukutshalwa kwezimali okujwayelekile okungama-yuan ayizigidi eziyizinkulungwane ezingama-6.958. Kusukela enanini lamaphrojekthi aqalwe, selifinyelele ngaphezu kwama-70% enani eliqalwe unyaka wonke odlule; kusuka enanini elitshaliwe, selifinyelele ngaphezu kwama-90% wawo wonke unyaka odlule.
Njengamanje, imboni entsha yezimoto zamandla eChina isingene esigabeni esisha sokuthuthuka ngokushesha ngezinga elikhulu. Ngokusho kwedatha yakamuva evela ku-Association of Passenger Associations, ngisho nangaphansi kwesimo esiphindaphindiwe somqedazwe omusha we-pneumonia, kusukela ngoJanuwari kuya kuJuni, izimoto zaseShayina zamandla abagibeli zithengisa amayunithi ayizigidi ezingu-2.467, zikhuphuka ngo-122,9% unyaka nonyaka; izitolo zasekhaya eziyizigidi ezi-2.248, zikhuphuke ngo-122.5% unyaka nonyaka.
Ukuhlomula ekuchumeni okuphezulu okuqhubekayo kwemakethe yezimoto zamandla amasha, ama-oda ahlobene nochungechunge lwemboni yebhethri nawo aqhubekile nokufika. Ngokusho kwenethiwekhi yebhethri izibalo ezingaphelele, engxenyeni yokuqala ka-2022, okuhlanganisa amabhethri e-lithium, izinto zokusetshenziswa ze-lithium, izinto zokwakha ze-electrode ezinhle nezimbi, i-copper foil, i-aluminium foil, imishini ye-lithium, kuhlanganise nama-oda asanda kumenyezelwa afinyelele ku-72. Ngaphansi ukuqhubeka nokwanda kwesidingo, izinkampani ezintsha ezihlobene nemboni yezamandla ukukhuthaza amaphrojekthi amasha ukuze kuqalwe inqubekelaphambili yokwakha kushesha nakakhulu.
Inethiwekhi yebhethri ngokusho kwezimemezelo zenkampani ezisohlwini nemibiko yomphakathi yahlanganisa ingxenye yokuqala ka-2022 ibhethri elisha lemboni yamandla embonini yokuqala nokukhiqizwa kwephrojekthi, izibalo ezingaphelele ngaphansi kwephrojekthi yokuqala 85, inani eliphelele lokutshalwa kwezimali elingaphezu kwama-yuan ayizigidi eziyizinkulungwane ezingu-591.4; ukukhiqizwa project 23, inani utshalomali isamba ezingaphezu kuka 75 billion yuan.
Kusukela ezicini, engxenyeni yokuqala yalo nyaka, intshiseko yokuthuthukiswa kwemboni yamandla entsha yebhethri yaseShayina, ukuqala kwamaphrojekthi okukhiqiza ngaphezu kokuthatha isivinini esisha, okubonisa isigcawu esisha esihle nesisheshayo:
Iphrojekthi ye-Battery head enterprise iqala ngamandla, shayela lonke uchungechunge lwezimboni ngokushesha.
Engxenyeni yokuqala yonyaka, i-BYD, i-Ningde Time, i-Xin Wanda kanye ne-Zhongxin Airlines yamabhizinisi amabhethri anamandla abe namaphrojekthi amakhulu amabili aqalwe ngokulandelana; I-Honeycomb Energy kanye ne-Lixin Battery babe namaphrojekthi amathathu amakhulu aqalwe ngokulandelanayo. Ukusheshisa ukuqaliswa kwephrojekthi kwamabhizinisi amakhulu emkhakheni webhethri kuholele ekwenyukeni okusheshayo kwesidingo samandla okukhiqiza amaphrojekthi wezinto ezisekelayo, okuye kwakhuphula ijubane lokuqalwa kwephrojekthi ehlobene. Emkhakheni wezinto ezingezinhle ze-electrode, kusobala kakhulu ukuthi amaphrojekthi amathathu amakhulu e-Betrayal kanye namaphrojekthi amabili amakhulu kaSugo aseqalisiwe, futhi amabhizinisi afana neZhongke Electric, Kaijin New Energy, Putai Lai kanye noHebei Kuntian bahole ekuqaliseni. amaphrojekthi abo.
Ikhono lemboni ye-lithium lokumunca igolide ukuze liqhume futhi, amashumi ezigidigidi zamaphrojekthi ngokulandelana ukuze aqale ukukhiqiza.
Engxenyeni yokuqala yonyaka, izibalo zifaka phakathi amaphrojekthi amasha angamabhethri ayi-108 okuqala kanye nokugunyazwa, 32 emashumini ezigidigidi zamaphrojekthi, inani lebhizinisi elilodwa lokutshalwa kwezimali likhulu ngendlela engakaze ibonwe. Phakathi kwabo, i-Chu can energy entsha 150GWh lithium battery industrial park project with a investment total of 67.5 billion yuan; I-Rongbai Group Hubei Xiantao umthamo wokukhiqiza wonyaka wamathani angu-400,000 wesisekelo sokukhiqiza ibhethri ye-lithium cathode ngokutshalwa kwezimali okuphelele kwama-yuan ayizigidi eziyizinkulungwane ezingu-30; ekusungulweni kwendiza ye-Xiamen amaphrojekthi amathathu atshalwe imali engama-yuan ayizigidi eziyizinkulungwane ezingama-20; Ukukhishwa konyaka kwe-Xin Wanda kwe-30GWh yephrojekthi yebhethri yamandla yokutshala imali yamayuan ayizigidi eziyizinkulungwane ezingama-20... ...
Uchungechunge lwezimboni luthuthukisiwe "ngokuhlanganisa amandla", ngamaqembu akhuphuka nomfula asebenza ndawonye ukuze kumiswe ukuhlinzekwa kwezidingo.
Esikhathini se-TWh, ukuze kuqinisekiswe ukunikezwa okuzinzile kwezinto zokusetshenziswa, izinkampani zamabhethri zisheshise ukuqala kwamaphrojekthi akhuphuka nomfula. Engxenyeni yokuqala yonyaka, i-Ningde Times ibingumdlali osobala kunabo bonke, njengoba inkampani itshale izigidi eziyizinkulungwane eziyi-10 eJinzhou, eSifundazweni saseLiaoning ukuze kwakhiwe iphrojekthi entsha yokuhlanganisa izinto ze-anode eJinzhou, eChina. Ngaphezu kwalokho, iGuoxuan High-tech yatshala ama-yuan ayizigidi eziyizinkulungwane eziyi-10 e-Inner Mongolia ukuze kwakhiwe amathani angama-400,000 ngonyaka iphrojekthi ye-lithium-ion yebhethri ye-anode.
Kuyafaneleka ukusho ukuthi iphrojekthi yemboni yamandla entsha yebhethri "eyomile enkulu ngokushesha" ngemuva, ngokwezinga elikhulu kusukela kumkhakha wamandla omusha waseChina ukuthuthukiswa okuqinile kokusekelwa okuqinile. Ngokwezibalo zoMnyango Wezokuphepha Komphakathi, kusukela ekupheleni kukaJuni, ubunikazi bezimoto ezintsha zamandla kuzwelonke bufinyelele ezigidini eziyi-10.01, okubalelwa ku-3.23% yenani eliphelele lezimoto. Phakathi kwazo, bekunezimoto zikagesi ezihlanzekile eziyizigidi eziyisi-8.104, ezibalelwa ku-80.93% yenani eliphelele lezimoto zamandla amasha. Engxenyeni yokuqala yonyaka kubhaliswe izimoto ezintsha ezisebenza ngogesi eziyizigidi ezingu-2.209 ezweni lonke, okuwukukhula ngo-1.106 million noma u-100.26% uma kuqhathaniswa nengxenye yokuqala yonyaka odlule, okuyirekhodi eliphezulu. Ukubhaliswa kwezimoto zamandla amasha kubalele u-19.90% wokubhaliswa kwezimoto ezintsha.
Ngokombono wokuthuthukiswa komnotho, inkambo yokuthuthukiswa komnotho waseShayina isuka "enkulu futhi iyashesha", "eshesha kakhulu futhi enhle", "enhle futhi esheshayo", "amagama amahle kuqala", ukuthuthukiswa kwemboni yamandla amasha ebhethri nakho kuyafana. , ngemva kokubhekana nomjikelezo wokugcina wokushintsha ukuthuthukiswa kwezimboni, ithatha izinyathelo zoshintsho oluhle futhi olusheshayo, ngikholelwa ukuthi ngemva komzuliswano omusha wokushintsha kabusha okujulile, ukuqamba okusha kuzoba ngomunye wabashayeli abakhulu bokuthuthukiswa kwemboni, imboni yamandla amasha ebhethri izongena isigaba esisha sokuthuthukiswa kwekhwalithi ephezulu.
Isikhathi sokuthumela: Aug-01-2022