Ukuqala kuka-2022: ukwanda ngokubanzi ngaphezu kwe-15%, ukunyuka kwexabisoiibhetri zamandlaisasazeke kulo lonke ikhonkco loshishino

Isishwankathelo

Abaphathi abaninzi beibhetri yamandlaIinkampani zithi ixabiso leebhetri zamandla ngokubanzi linyuke ngaphezu kwe-15%, kwaye abanye abathengi baye banda nge-20% -30%.

Ekuqaleni kuka-2022, uvakalelo lokunyuka kwexabiso kulo lonke ikhonkco loshishino lweiibhetri zamandlaiye yanda, yaye ukunyuka kwamaxabiso kuye kwaviwa enye emva kwenye.

Ngokumalunga nokusebenza kwe-terminal, amaxabiso ezithuthi zamandla amatsha anyukile ngokudibeneyo.Ixabiso lezithuthi zamandla amatsha lihlala liqinile, kwaye ekugqibeleni laphula ukukhusela, libeka ukunyuka kwexabiso elikhulu, ukusuka kumawaka e-yuan ukuya kumashumi amawaka e-yuan.

Ukusukela kumjikelo wokuqala wokunyuka kwamaxabiso ekupheleni konyaka ophelileyo, imarike yezithuthi zamandla amatsha iye yangenisa umjikelo wesibini wokunyuswa kwamaxabiso.Ngokwezibalo ezingaphelelanga, phantse iinkampani zemoto ezingama-20 zibhengeze ukunyuka kwamaxabiso kwiimodeli zabo ezintsha zamandla, kubandakanya iTesla, BYD, Xiaopeng, SAIC Roewe, Volkswagen, njl. ezininzi njengeemodeli ezininzi.Shumi.

Umzekelo, i-BYD ibhengeze nge-1 kaFebruwari ukuba iya kulungelelanisa amaxabiso ayo asemthethweniamandla amatshaiimodeli ezinxulumene noBukhosi bayo kunye noLwandle.i, Yuan Pro, Han EV / DM, Tang DM-i, 2021 Tang DM, Dolphin kunye nezinye iimodeli ezishushu-ukuthengisa, ukwanda 1,000-7,000 yuan.

Izinto eziphambili zokuqhuba emva kokunyuka kwexabiso kwimarike yezithuthi zamandla amatsha zezi: okokuqala, inkxaso-mali iyancipha nge-30%, inciphisa i-5,400 ye-yuan kwiibhayisikile ngaphezu kwe-400km ehambelana nomgangatho;okwesibini, ukungabikho kwee-cores kunye namaxabiso aphezulu ezinto eziluhlaza kubangele iindleko eziphezulu;wesithathu, , ixabisoibhetri yamandlaiyahanjiswa, kwaye umzi-mveliso we-injini oyintloko unyanzeliswa ukuba ulungelelanise ixabiso, kwaye ekugqibeleni akukho nto inokuyenza ngaphandle kokuhambisa uxinzelelo lweendleko ukuya ekupheleni kwemarike.

Ixabiso leiibhetri zamandlajikelele inyuke ngaphezu kwe-15%.Inani leibhetri yamandlaabaphathi inkampani waxelela Gaogong Lithium ukuba ixabisoiibhetri zamandlainyuke ngokubanzi ngaphezu kwe-15%, kwaye abanye abathengi baye banda nge-20% -30%.

“Ayinakuhlala ukuba ayivuki” iye yaba lelona lizwi lingenakuzenzela nto kodwa lelona lizwi lokwenyani kwiinkampani zebhetri.

Ukusukela ngo-2021, ikhonkco leshishini elitsha lamandla lasekhaya belikwimeko yobonelelo oluqinileyo kunye nokulingana kwemfuno, kunye namaxabiso amakhulu.ibhetri ye-lithiumizixhobo ziye zaqhubeka zinyuka, ziqhuba iindleko zeebhetri zamandla ukuba ziphakame ngokukhawuleza.

Kunyaka ophelileyo, iinkampani zebhetri zathatha kwaye zetyise uninzi loxinzelelo oluphezulu kwiindleko zempahla ekrwada.Ngo-2022, ukunqongophala kwezinto eziluhlaza kunye nokunyuka kwexabiso akuyi kunyanzeliswa kuphela, kodwa kuya kuqinisa.Uxinzelelo lweendleko zeenkampani zebhetri likhulu, kwaye alunakukwazi ukuyihambisa ezantsi kwiinkampani zeemoto.

“Ayinakusebenza ukuba ayivuki.Ngo-2022, iindleko zeiibhetri zamandlaiza kunyuka nge-50% ubuncinci xa kuthelekiswa nonyaka ophelileyo.Umntu ophethe inkampani yeebhetri wathi kudala esetyenziswa, kwaye namaxabiso ezinto ezisetyenziswayo asanyuka.Uthathela ingqalelo iimali zokwandiswa kwamandla, uxinzelelo kwiinkampani zebhetri luphezulu kakhulu.inkulu kakhulu.

I-rally kwizinto eziluhlaza "ziyaphambana".Ngo-2022, amaxabiso ezinto ezine eziphambili, i-nickel / cobalt / lithium / ithusi / i-aluminium, i-lithium hydroxide, i-lithium carbonate, i-lithium hexafluorophosphate, i-PVDF, i-VC, njl. iya kunyuka ngokudibeneyo, kwaye ezinye izinto ezincedisayo ziye zanyuka amaxesha amaninzi xa kuthelekiswa ne ekuqaleni konyaka, ebonisa ipateni "yokuxhuma".

Ukuthatha i-lithium carbonate, eyona nto isebenzayo ekunyusweni kwexabiso, ngokomzekelo, ixabiso eliqhelekileyo lebhetri ye-lithium carbonate ngoSuku loNyaka oMtsha ngo-2022 yi-300,000 yuan / toni, ukunyuka kwe-454% ukusuka kwixabiso eliphakathi kwe-55,000 yuan. /toni ekuqaleni konyaka ophelileyo.Iindaba zamva nje, ukuza kuthi ga ngoku, ukucaphula okubanzi kwebhetri ye-lithium carbonate ifikelele kwi-420,000-465,000 yuan / ton, kwaye intengiso inike ingxelo yokuba "abathengi abeza kuthenga i-lithium carbonate ababuzi ixabiso, baya kuyifumana. xa benempahla”, nto leyo ebonisa inqanaba lokunqongophala kobonelelo kunye nemfuno.

Idatha yeShishini ibonisa ukuba izithuthi zombane ezicocekileyo, xa ixabiso le-lithium carbonate liphakama ukuya kwi-300,000 yuan / ton, ixabiso lesithuthi sombane esicocekileyo sikhuphuka malunga ne-8,000 yuan;xa ixabiso le-lithium carbonate liphakama kwi-400,000 yuan / ton, i Ixabiso lesithuthi sombane likhuphuke malunga ne-11,000 yuan.

Ngokusekwe koku, isigwebo esivumelanayo kwishishini kukuba ixabiso lezinto eziluhlaza liyaqhubeka nokunyuka, okubangela iindleko zeiibhetri zamandlaukwandisa ngaphaya koluhlu loxinzelelo oluphezulu lweenkampani zebhetri, kwaye uxinzelelo lweendleko lukhulu.

Enyanisweni, ngenxa yokunyuka kwamaxabiso ezinto eziphathekayo, iindleko zethiyori yeeseli kunyeibhetriiinkqubo ziphakame ngaphezu kwe-30% ngaphambi kwe-2021Q3, nokuba ithathela ingqalelo impembelelo yentsebenziswano yexesha elide, amandla okuxoxisana, umthamo wokuthenga, ixesha le-akhawunti, njl. kwiindleko zokuthenga ngokwenene, kunye nezinto ezifana nokusebenza kwemveliso yebhetri, isivuno. , kunye nokunyuka kwesantya sokwahlula ukuya kuthango ngokuchasene noxinzelelo olukhulayo lwezinye iindleko zempahla, kunye neendleko zokunyuka kwamaxabiso ezinto ezikrwada ezithunyelwaibhetri yamandlaicala likwanyuka malunga nama-20% -25%.

Nangona kunjalo, ukusukela ngo-2022, izinto eziluhlaza ziqhubekile nokunyuka, kwaye ixabiso lezinto eziluhlaza esiphelweni seseli liye lonyuka ngaphezulu kwe-50% xa kuthelekiswa nonyaka ophelileyo, nto leyo elusizi kakhulu kwiinkampani ezininzi zebhetri esele zisemngciphekweni. yenzuzo kwi-2021. "I-Showdown" kunye ne-OEMs, ifuna ukwetyisa ezinye zoxinzelelo ezantsi.

Kwinqanaba lesithathu nelesineibhetriiinkampani ezinobukhulu obuncinci kunye namandla abuthathaka emali, ibuhlungu ngakumbi.Baza kujongana nemeko ehlazo yokuba abanako ukufumana iimpahla kwaye abanako ukuvelisa ngeeodolo.

Nangona kunjalo, neenkampani zebhetri zentloko ezinomlinganiselo omkhulu kunye negunya eliqinileyo lokuxoxisana azikwazi ukuhambelana nesantya sokunyuka kwexabiso lempahla ekrwada ngenxa yokutshixa kwexabiso lexesha elide kunye nezixhobo zokutshixa izinto ezikrwada.Ixabiso leebhetri nalo linyukile ukusa kumlinganiselo othile.Ngokomzekelo, i-BYD ibhengeze kwangoko ngoNovemba wonyaka ophelileyo ukuba ixabiso leemveliso zebhetri kufuneka linyuswe ngokungekho ngaphantsi kwe-20%.

Okwangoku, ukunyuka kwamaxabiso ebhetri kuye kwatshintsha ukusuka kwidijithali kunye namandla amancinci ukuya kumandla kunyeukugcinwa kwamandla, kunye neenkampani zenqanaba lesibini kunye nelesithathu ziye zaqhubela phambili kwiinkampani ezikhokelayo, kwaye zigqithiselwe ngokupheleleyo kwiimarike ezisezantsi kunye nakwi-terminal.

Ukujongana nomjikelo omtsha wokunyuka kwamaxabiso, lonke ikhonkco loshishino lwezithuthi zamandla amatsha luphonononga ngenkuthalo izimvo zokunciphisa iindleko kunye nezicwangciso zokumelana nokunciphisa impembelelo kunye nokuqinisekisa ukukhula okuzinzileyo nokukhawulezayo kweshishini elitsha lezithuthi zamandla.

Ebusweni bokwanda kokunyuka kwamaxabiso, eyona nto ibalulekileyo kwii-OEMs kukukhuthaza ngokupheleleyo ukucuthwa kweendleko kuwo onke amanqanaba, kubandakanya nokuphuhlisa itekhnoloji entsha kunye neenkampani zebhetri, ukuphucula iimpawu zobugcisa bemveliso, ukwenza ukhuphiswano olwahlukileyo, kunye nokuphucula ukukhuphisana ngokubanzi. kwimarike yemveliso, njl.

Ukongeza, ezinye ii-OEMs zikhetha ukuthatha inyathelo lokucothisa ukuqaliswa kweemodeli ezintsha, ukuze kuncitshiswe ilahleko, kuqwalaselwe ukunciphisa imveliso kunye nokuthengisa iimodeli ezinelahleko enkulu, kwaye endaweni yoko zikhuthaze iimodeli eziphakathi ukuya phezulu. ubukrelekrele obuphezulu kunye neengeniso ezingcono.

Umzekelo, isicwangciso senkampani yeemoto asikokunyusa amaxabiso eemodeli eziphambili, kodwa kukujika iimveliso ezizikhethelayo ezikrelekrele zibe zizixhobo eziqhelekileyo, ukuze kuthotywe uxinzelelo lokunyuka kweendleko kunye nokunciphisa ukuxhathisa kwabathengi ekunyukeni kwexabiso.

Kwezinye ii-OEM ze-A00, izicwangciso zabo zahlukile.Umzekelo, imodeli ye-Great Wall's A00-class ethengiswa kakhulu i-Black Cat kunye ne-White Cat yathatha inyathelo lokuyeka ukuthatha iiodolo.Enye i-OEM yenqanaba le-A00 yathi kwixesha elizayo, inokunikezela ngokuzithandela, inciphise imveliso.ibhetriubomi kunye nokubekwa kwemveliso, kwaye ugcine intengiso ngokubeka uphawu lweHongguang Mini EV.

Kwiinkampani zebhetri, zonke iinzame kufuneka zenziwe ukunciphisa iindleko zangaphakathi kunye nokuphucula ukusebenza kakuhle.Ezinye iinkampani zebhetri ziyavuma ukuba akukho ndawo ingako yokunciphisa iindleko kwithekhnoloji yemveliso, kunye nendlela yokuphucula ukusebenza kakuhle kwemveliso kunye nomgangatho uba ngundoqo;kwangaxeshanye, ukutshintshwa kwekhaya kwiitshiphusi eziyimfuneko ephantsi kunye nezinye iindawo nazo ziyakhawuleza.

Lilonke, ixabiso lezinto ekrwada liyaqhubeka ukunyuka, kunye neendleko eziphezuluiibhetri zamandlasisigqibo esele silindelwe.Ibhetri yamandlaIinkampani kufuneka ngokuthe ngcembe zaphule ubudlelwane obulula bokuthenga kunye nokuthengisa kwixesha elidlulileyo, zenze uhlobo olutsha lwentsebenziswano, zenze intsebenziswano yobuchule kumlinganiselo omkhulu nakwinqanaba elinzulu, zikhuthaze uphuhliso olulungelelanisiweyo lwekhonkco lokubonelela, kwaye zenze ngokutsha ikhonkco elitsha lobonelelo. imodeli.

Ngokubhekiselele kwisicwangciso semathiriyeli ekrwada, iinkampani zebhetri zamandla nazo zikhawulezisa isicwangciso sokutshixa izinto eziluhlaza.Ngokutyikitya izivumelwano zesiqinisekiso sobonelelo kunye nababoneleli, utyalo-mali kwizabelo, ukuseka amashishini adibeneyo, kunye nokuphonononga ngenkuthalo ababoneleli abatsha, ukungena ngaphakathi kokuthengwa kwemathiriyeli ekrwada engundoqo, uyilo lwemithombo yezimbiwa, kunye noyilo lokusetyenzwa ngokutsha kwebhetri, kunye nokuphucula ngokuphangaleleyo ukukhuphisana kwekhonkco lobonelelo lweshishini. .