Uhlalutyo lwentengiso yesixhobo samandla se-lithium ibhetri yeshishini

Iibhetri ye-lithiumesetyenziswa kwizixhobo zamandla ngucylindrical lithiumibhetri.Iibhetri zezixhobo zamandla zisetyenziswa kakhuluiibhetri eziphezulu.Ngokwemeko yesicelo, umthamo webhetri ugubungela i-1Ah-4Ah, apho i-1Ah-3Ah ubukhulu becala.18650, kwaye 4Ah ikakhulu21700.Iimfuno zamandla zivela kwi-10A ukuya kwi-30A, kwaye umjikelezo oqhubekayo wokukhupha ngamaxesha angama-600.

Ngokutsho kweZiko loPhando lweShishini eliKhokeleyo, indawo yentengiso eqikelelwayo ngo-2020 yi-15 yeebhiliyoni zeeyuan, kwaye indawo yentengiso yangaphambili imalunga ne-22 yeebhiliyoni zeeyuan.Ixabiso eliqhelekileyo lesinyeibhetriizixhobo zombane malunga 11-16 yuan.Kuqikelelwa ukuba ixabiso leyunithi yeyunithi ye-13 ye-yuan ngebhetri, kuqikelelwa ukuba umthamo wentengiso ngo-2020 uya kuba malunga ne-1.16 yezigidigidi, kwaye indawo yemarike ngo-2020 iya kuba malunga ne-15 yeebhiliyoni zeeyuan, kwaye izinga lokukhula kwekhompawundi kulindeleke ukuba libe yi-10% .Indawo yemarike ngo-2024 imalunga neebhiliyoni ezingama-22 zeeyuan.

Izinga lokungena kwezixhobo zombane ezingenazintambo okwangoku lidlula i-50%.Ibhetri yeLithiumiindleko akhawunti 20% -30%.Ngokusekwe kolu balo lurhabaxa, ngo-2024, ihlabathiibhetri ye-lithiummarket iya kufikelela ubuncinane 29.53 billion-44.3 billion yuan.

Ukudibanisa ezi ndlela zimbini zoqikelelo zingasentla, ubungakanani bemarike yeiibhetri ze-lithium zezixhobo zamandlaimalunga nama-20 ukuya kuma-30 eebhiliyoni.Ingabonwa ukuba xa kuthelekiswa namandla eebhetri ze-lithium kwizithuthi zombane, indawo yemarikeiibhetri ze-lithiumkuba izixhobo zombane zincinci.

Ngo-2019, imveliso yehlabathi jikeleleizixhobo zamandla ebhetri ye-lithiumidlule kwi-240 yezigidi zeeyunithi.Edluleiibhetri isixhobo sombanezithunyelwa malunga ne-1.1 yeebhiliyoni zeeyunithi nyaka ngamnye.

Umthamo we aiseli yebhetri enyeukusuka kwi-5-9wh, uninzi lwazo luyi-7.2wh.Kunokuqikelelwa ukuba umthamo ofakiweyo wangoku weiibhetri isixhobo sombaneimalunga ne-8-9Gwh.IZiko loPhando lweShishini eliKhokeleyo lilindele ukuba umthamo ofakwe kwi-2020 uya kufutshane ne-10Gwh.

Ukunyuka kwezinto eziphathekayo ze-electrode, izinto ezingalunganga ze-electrode, i-electrolytes, i-separators, njl. Ababoneleli baquka i-Tianli Lithium Energy, i-Beterui, njl.

Ukususela ekuqaleni kukaJanuwari 2021, ngenxa yokunyuka kwamaxabiso ezinto eziphathekayo, ezininziibhetri cylindricalIifektri ezifana neTianpeng kunye nePenghui sele ziqalisile ukunyusa amaxabiso azo.Kuyabonakala ukubaibhetri ye-lithiumIinkampani zinamandla athile okudlulisela iindleko.
Ezantsi kukho iinkampani zezixhobo zamandla, ezifana ne: Innovation Technology Industry, Hitachi, Japan’s Panasonic, METABO, Hilti, Ruiqi, Yexing Technology, Nanjing Deshuo, Bosch, Makita, Schneider, Stanley Black & Decker, njl. Indawo ekhuphisanayo yezixhobo zamandla igxile kakhulu.I-echelon yokuqala yi-TTI Innovation kunye neTekhnoloji yoShishino, uStanley Black & Decker, kunye neBosch.Kwi-2018, isabelo semarike yeenkampani ezintathu malunga ne-18-19%, kunye ne-CR3 malunga ne-55%.Iimveliso zezixhobo zamandla zinokwahlulwa ngokwebakala lobuchwephesha kunye nebakala labathengi.Kwimfuno ye-terminal yezixhobo zombane, izakhiwo zorhwebo zibalelwa kwi-15.94%, izakhiwo zemizi-mveliso zibalelwa kwi-13.98%, umhombiso kunye nobunjineli zibalelwa kwi-9.02%, kunye nezakhiwo zokuhlala zibalelwa kwi-15.94%.I-8.13%, ulwakhiwo ngoomatshini lubalelwa kwi-3.01%, iintlobo ezintlanu zemfuno zibalelwa kwi-50.08% iyonke, kunye nemfuno enxulumene nolwakhiwo olusezantsi lubalelwa ngaphezulu kwesiqingatha.Ingabonwa ukuba ulwakhiwo yeyona ndawo ibalulekileyo yesicelo seterminal kunye nomthombo wemfuno kwimarike yesixhobo samandla.

Ukongeza, uMntla Merika ngowona mmandla mkhulu wemfuno yezixhobo zamandla, ubalwa kwi-34% yentengiso yezixhobo zamandla kwihlabathi jikelele, imakethi yaseYurophu ngama-30%, kunye neYurophu kunye ne-United States iyonke ngama-64%.Zezona marike zimbini zibalulekileyo zezixhobo zamandla ehlabathini.Iimarike zaseYurophu nezaseMelika zinesona sabelo sikhulu semalike sezixhobo zamandla ehlabathini ngenxa yendawo yokuhlala ephezulu yomntu ngamnye kunye neyona ngeniso iphezulu yokulahlwa ngomntu ngamnye.Indawo yokuhlala enkulu ngomntu ngamnye inike indawo eyongezelelekileyo yesicelo sezixhobo zombane, kwaye ikwakhuthaze nemfuno yezixhobo zombane kwiimarike zaseYurophu nezaseMelika.Inqanaba eliphezulu lengeniso echithwayo yomntu ngamnye lithetha ukuba abathengi baseYurophu naseMelika banamandla anamandla okuthenga, kwaye banokuzithenga.Ngokuvuma kunye namandla okuthenga, iimarike zaseYurophu nezaseMelika ziye zaba zezona zixhobo zentengiso zamandla ehlabathini.

Umda wengeniso ye-gross yesixhobo samandla iinkampani zebhetri ze-lithium zingaphezulu kwe-20%, kwaye i-net profit margin imalunga ne-10%.Baneempawu eziqhelekileyo zokwenziwa kwe-asethi enzima kunye nee-asethi ezisisigxina eziphezulu.Xa kuthelekiswa ne-Intanethi, utywala, ukusetyenziswa kunye namanye amashishini, ukwenza imali kunzima kakhulu.

Imeko yokhuphiswano

Ababoneleli abaphambili beiibhetri isixhobo sombaneziinkampani zaseJapan naseKorea.Kwi-2018, i-Samsung SDI, i-LG Chem, kunye ne-Murata kunye yenze malunga ne-75% yemarike.Phakathi kwabo, i-Samsung SDI yinkokeli epheleleyo, ibalwa kwi-45% yesabelo semarike yehlabathi.

Phakathi kwabo, ingeniso ye-Samsung SDI kwiibhetri ezincinci ze-lithium zijikeleze i-6 yezigidigidi.

Ngokutsho kwedatha evela kwi-Advanced Industry Research Institute ofIbhetri yeLithium(GGII), isixhobo samandla sasekhayaibhetri ye-lithiumUkuthunyelwa ngo-2019 bekuyi-5.4GWh, ukonyuka kwe-54.8% unyaka nonyaka.Phakathi kwabo, i-Tianpeng Power (i-subsidiary ye-Blue Lithium Core (SZ: 002245)), i-Yiwei Lithium Energy, kunye ne-Haisida ibekwe kwiindawo ezintathu eziphezulu.

Ezinye iinkampani zasekhaya ziquka: Penghui Energy, Changhong Energy, Del Neng, Hooneng Co., Ltd., Ousai Energy, Tianhong Lithium Battery,

Shandong Weida (002026), Hanchuan Intelligent, Kane, Far East, Guoxuan Hi-Tech, Lishen Battery, njl.

Izinto eziphambili zokhuphiswano

Njengoko ugxininiso loshishino lwezixhobo zamandla luqhubeka nokukhula, kubaluleke kakhulu ukubaisixhobo samandla lithium ibhetriiinkampani ukuba zingene kwikhonkco lonikezelo lwabathengi abambalwa abaphambili.Iimfuno zabathengi abakhulu kwiiibhetri ze-lithiumzezi: ukuthembeka okuphezulu, ixabiso eliphantsi, kunye nomthamo owaneleyo wemveliso.

Ukuthetha ngobuchwephesha, iBlue Lithium Core, iYiwei Lithium Energy, iHaistar, iPenghui Energy, kunye neChanghong Energy zonke zinokuhlangabezana neemfuno zabathengi abakhulu, ngoko ke isitshixo sisikali.Ngamashishini amakhulu kuphela anokuqinisekisa amandla emveliso yabathengi abakhulu, aqhubeke nokuhlawula iindleko, ukufumana inzuzo ephezulu, kwaye emva koko atyale imali kuphando oluphezulu kunye nophuhliso ukuze uqhubeke nokuhlangabezana neemfuno ezintsha zabathengi abakhulu.

Isikali sokuvelisa amandla e-lithium yi-900,000 ngosuku, i-Azure Lithium Core yi-800,000, kwaye i-Changhong Energy yi-400,000.Imigca yemveliso ithunyelwa eJapan naseSouth Korea, ikakhulu eMzantsi Korea.

Inqanaba lokuzenzekelayo lomgca wemveliso kufuneka libe phezulu, ukwenzela ukuba ukuhambelana komgangatho wemveliso kuphezulu, ukuze kungene ukubonelela abathengi abakhulu.

Emva kokuba ubudlelwane bokubonelela buqinisekisiwe, utshintsho aluyi kwenziwa lula kwixesha elifutshane, kwayeibhetri ye-lithiumIinkampani ezingena kwikhonkco lonikezelo ziya kugcina isabelo semarike esizinzileyo kangangexesha elithile.Thatha i-TTI njengomzekelo, ukukhetha umnikezeli wayo kufuneka kudlule kuphicotho lwe-230, oluthathe phantse iminyaka emi-2.Bonke ababoneleli abatsha kufuneka bahlolwe ngokwemigangatho yokusingqongileyo kunye nentlalontle kwaye baqinisekise ukuba akukho kuphulwa okukhulu okufunyenweyo.

Ngoko ke, ekhayaisixhobo samandla lithium ibhetriIinkampani zandisa ngamandla umthamo wazo wemveliso kunye nesikali, zingena kwikhonkco lokubonelela abathengi abakhulu abafana noBlack & Decker kunye ne-TTI.

Abaqhubi bentsebenzo

Ukutshintshwa kwezixhobo zombane kuqhelekile, kwaye kukho imfuno yokutshintshwa kwi-stock.

Ukonyuka kubomi bebhetri kwezinye izixhobo zombane kwandisa inaniiibhetri, ngokuthe ngcembe ukhula ukusuka kwiintambo ezi-3 ukuya kwii-6-10.

Izinga lokungena kwezixhobo zamandla ezingenazintambo ziyaqhubeka nokukhula.

Xa kuthelekiswa nezixhobo zamandla ezingenazintambo, izixhobo zamandla ezingenazintambo zineenzuzo ezicacileyo: 1) I-Flexible kwaye iphathekayo.Ekubeni izixhobo zamandla ezingenazintambo azikho iintambo kwaye akukho mfuneko yokuthembela kumandla ancedisayo, izixhobo ezingenazintambo zibonelela ngokuguquguquka okukhulu kunye nokuphatheka;I-2) Ukhuseleko, xa usebenza kwiiprojekthi ezininzi okanye kwiindawo ezincinci, izixhobo ezingenazintambo zivumela abasebenzisi ukuba bahambe ngokukhululekile ngaphandle kokukhubeka okanye iingcingo ezidibeneyo.Ngokukodwa kwiinkampani okanye iikontraka ekufuneka zijikeleze indawo yokwakha rhoqo, imiba yokhuseleko ibaluleke kakhulu;I-3) Ukugcina ngokulula, izixhobo zamandla ezingenazintambo zihlala zilula kakhulu kunezixhobo ezinezintambo, ii-drills ezingenazintambo, ii-saws, kunye neempembelelo ezinokufakwa kwiidrowa kunye namashalofu, ngokuqhelekileyo kukho izitya ezihlukeneyo zokugcina izixhobo zokugcina izixhobo kunye neebhetri zazo eziqhotyoshelweyo;4) Ingxolo incinci, ukungcola kuncinci, kwaye ixesha lokusebenza lide.

Kwi-2018, izinga lokungena kwe-cordless lwezixhobo zamandla laliyi-38%, kwaye isikali sasiyi-US $ 17.1 billion;ngo-2019, ibiyi-40%, kwaye isikali sasiyi-18.4 yeebhiliyoni zeedola.Ngokuqhubela phambili kwebhetri kunye nobuchwepheshe beemoto kunye nokwehla kweendleko, izinga lokungena elingenazintambo kwixesha elizayo liya kugcina ukunyuka ngokukhawuleza, okuya kuvuselela imfuno yokutshintshwa kwabathengi, kunye nexabiso eliphezulu eliphakathi kwezixhobo zamandla ezingenazintambo ziya kunceda ukwandisa imarike.

Xa kuthelekiswa nezixhobo zamandla zizonke, isantya sokungena kwe-cordless yezixhobo zombane ezinkulu sisasezantsi noko.Ngo-2019, izinga lokungena elingenantambo lezixhobo zombane ezinkulu laliyi-13% kuphela, kwaye ubungakanani bentengiso yayiyi-4.366 yeebhiliyoni zeedola zaseMelika.Izixhobo zombane ezinkulu zidla ngokuba nkulu kwaye zinamandla amakhulu, kwaye ngokuqhelekileyo zinenjongo zayo ezithile, ezifana nezicoci zoxinzelelo oluphezulu lwerhasi, ii-inverters zefreyimu, iideyisi zechibi, njl njl. Kukho izizathu ezibini eziphambili zenqanaba lokungena eliphantsi le-cordless. izixhobo zombane ezinkulu: 1) Iimfuno eziphezulu zamandla ombane wokuphuma kwebhetri kunye noxinano lwamandla, iinkqubo zebhetri ezintsonkothileyo kunye neziqinisekiso ezingqongqo zokhuseleko, okukhokelela kubunzima bobugcisa kunye nobunzima bobugcisa bezixhobo zombane ezingenazintambo ezinkulu Ixabiso liphezulu ngokwentelekiso;2) Okwangoku, abavelisi abakhulu abakhange bathathele ingqalelo izixhobo zombane ezinkulu ezingenazintambo njengengqwalasela yophando nophuhliso.Nangona kunjalo, ngophuhliso olomeleleyo lwezithuthi zamandla amatsha kwiminyaka yakutshanje, itekhnoloji yeebhetri zamandla amakhulu yenze inkqubela phambili enkulu, kwaye kusekho indawo eninzi yokungena kwisantya esingenantambo sezixhobo zombane ezinkulu kwixesha elizayo.

Ukutshintshwa kwasekhaya: Abavelisi basekhaya baneendleko ezibalulekileyo.Ngaphantsi kwemvelaphi akukho mahluko abalulekileyo kwitekhnoloji, ukutshintshwa kwekhaya kuye kwaba ngumkhwa.

Kwiminyaka yakutsha nje, iYiwei Lithium Energy kunye neTianpeng bangene kwikhonkco lonikezelo lwababoneleli bodidi lokuqala abanje ngeTTI kunye neBa & Decker.Izizathu eziphambili zi-1) Kwinqanaba lobugcisa, abavelisi beentloko zasekhaya abangekho kude neJapan kunye neenkampani ezihamba phambili zaseMzantsi Korea, kwaye izixhobo zombane zineemeko ezikhethekileyo zesicelo., Ukukhokelela kwisidingo sokutshaja ngokukhawuleza kunye nokukhululwa ngokukhawuleza, ngokoiibhetri eziphezuluziyafuneka.Kwixesha elidlulileyo, iinkampani zaseJapan kunye neKorea zineenzuzo ezithile ekuqokeleleniiibhetri eziphezulu.Nangona kunjalo, njengoko iinkampani zasekhaya ziye zaqhekeza i-20A yokukhupha i-bottleneck yangoku kwiminyaka yamuva, inqanaba lobugcisa liye lahlangatyezwa.Ukuze kuhlangatyezwane neemfuno ezisisiseko zezixhobo zamandla, izixhobo zombane ziye zangena kwinqanaba lokhuphiswano lweendleko.

2) Iindleko zasekhaya ziphantsi kakhulu kunezo zabakhiqizi bangaphandle.Inzuzo yexabiso iya kunceda abavelisi basekhaya baqhubeke bethatha isabelo saseJapan kunye neSouth Korea.Ukusuka kwicala lamaxabiso, uluhlu lwexabiso leemveliso zeTianpeng yi-8-13 yuan / isiqwenga, ngelixa ixabiso lentengo ye-Samsung SDI yi-11. -18 yuan / isiqwenga, esihambelana nokuthelekiswa kwemveliso yohlobo olufanayo, ixabiso leTianpeng. yi-20% ephantsi kunaleyo ye-Samsung SDI.

Ukongeza kwi-TTI, iBlack & Decker, iBosch, njl. njliibhetri cylindricaleTshayina.Ngokusekelwe kwinkqubela phambili ekhawulezileyo yeefektri zeeseli zasekhaya kwintsimi yeiiseli ze-cylindrical eziphezulu, kunye neenzuzo ezibanzi zokusebenza, isikali, kunye neendleko, ukhetho lwesixhobo samandla se-cell supply chain lujike ngokucacileyo e-China.

Ngo-2020, ngenxa yempembelelo yohlobo olutsha lwe-coronavirus pneumonia, iJapan kunye noMzantsi Korea amandla okuvelisa ibhetri ayonelanga, okukhokelela kunqongophalacylindrical li-ion lithium-ion ibhetriunikezelo lwemarike, kunye nembuyekezo yasekhaya kwimveliso eqhelekileyo ngaphambili, umthamo wemveliso ungenza umsantsa ofanelekileyo, kwaye ikhawulezise inkqubo yokutshintshwa kwasekhaya.

Ukongeza, i-boom yeshishini lesixhobo samandla inxibelelene kakhulu nedatha yezindlu yaseMntla Melika.Ukusukela ekuqaleni kuka-2019, imakethi yezindlu zaseMntla Melika iqhubekile ukuba shushu, kwaye kulindeleke ukuba imfuno yesiphelo seNorth America yezixhobo zamandla iya kuhlala iphezulu ngo-2021-2022.Ukongeza, emva kohlengahlengiso lonyaka ngoDisemba ka-2020, umlinganiselo we-inventory-to-sales yabathengisi baseMntla Melika kuphela yi-1.28, ephantsi kune-inventory yembali yokhuseleko ye-1.3-1.5, eya kuvula imfuno yokuzaliswa kwakhona.

Imakethi yezindlu zase-US ikumjikelo we-boom, oya kuqhuba imfuno yezixhobo zamandla kwimarike yaseMntla Melika.Inzala yase-US yezindlu zokuhlala ikwinqanaba eliphantsi ngokwembali, kwaye i-boom kwi-US real estate market iya kuqhubeka.Thatha iminyaka engama-30 yemali-mboleko yemali-mboleko esisigxina yemali-mboleko yemali-mboleko njengomzekelo.Ngo-2020, ngenxa yempembelelo yesifo esitsha sesithsaba, i-Federal Reserve iye yaphunyezwa ngokuphindaphindiweyo umgaqo-nkqubo wezemali okhululekile.Ixabiso eliphantsi le-30-year fixed rate rate loan loan hit 2.65%, irekhodi eliphantsi.Kuqikelelwa ukuba inani leendawo zokuhlala ezisandul’ ukwakhiwa eUnited States ekugqibeleni lisenokudlula kwi-2.5 yezigidi, irekhodi eliphezulu.

Isiphelo semfuno kunye nomjikelo we-inventri ehambelana ne-real estate ivuselela phezulu, eya kuqhuba ngamandla imfuno yezixhobo zamandla, kunye neenkampani zezixhobo zamandla ziya kuxhamla kakhulu kulo mjikelo.Ukukhula kweenkampani zezixhobo zamandla kuya kuvuselela ngamandla iinkampani zebhetri ye-lithium.

Ngamafutshane, iisixhobo samandla lithium ibhetrikulindeleke ukuba ibe kwixesha eliphumelelayo kwiminyaka emithathu ezayo, kwaye abo basekhaya abaphezulu baya kuxhamla ekufakweni kwendawo yasekhaya: Yiwei Lithium Energy, i-Azure Lithium Core, i-Haistar, i-Changhong Energy, njl njl. Yiwei Lithium Energy kunye namanye amashishini ebhetri ye-lithium afanaiibhetri zamandlakananjalo babe nethemba elihle.Inkampani inetekhnoloji kunye neenzuzo zesikali, ubuchule obuqinileyo bokujonga phambili, kunye neenzuzo ezicacileyo zokukhuphisana.Nangona icandelo lebhetri ye-lithium likhula ngesantya esiphezulu, kukho ii-LED kunye neentsimbi.Ishishini loLungiselelo, ishishini lintsonkothile ngokwentelekiso;I-Haistar ayikadweliswa;I-Changhong Energy incinci kuluhlu olukhethiweyo lweBhodi eNtsha yesiThathu, kodwa ikhule ngokukhawuleza;Ukongeza kwishishini lebhetri ye-lithium, ngaphezu kwesiqingatha iibhetri ezomileyo zealkaline, kwaye ukukhula kukwalungile., Ithuba lokudluliselwa kwe-IPO kwixesha elizayo liphezulu kakhulu.