Mpikisano Ukukula mu Novembala, Sales Grow, ndi Energy Storage Market Imapereka New Blue Ocean

Posachedwapa, deta yatsopano yotulutsidwa ndi China Automotive Power Battery Industry Innovation Alliance inasonyeza kuti mu October, zomwe zimachitika pakupanga ndi kugulitsa mphamvu ndi mphamvu zosungirako mabatire zasonyeza kusiyana.Chiwerengero cha malonda chinawonjezeka ndi 4.7% poyerekeza ndi mwezi wapitawo, pamene chiwerengero cha kupanga chinatsika ndi 0.1%.

Zolemba zonse za mabatire amphamvu zili pamtunda wapamwamba, ndipo cholinga cha chaka chonse ndi "kuchepetsa ndalama ndi destock".Ngakhale kuchuluka kwa magawo amsika onse, kufunikira kopitilira kumasiyana.Opanga mabatire osiyanasiyana akukulitsa mphamvu zawo zopangira kuti zigwirizane ndi zomwe akufuna.Malinga ndi kafukufuku wochokera ku Mysteel, kuyambira Novembala 2023, kuchuluka kwa mabatire a lithiamu m'nyumba m'mapulojekiti osiyanasiyana kumaposa 6,000GWh, ndi zitsanzo 27 za batri zomwe zili ndi mphamvu zophatikizana za 1780GWh, komanso kuchuluka kwa kugwiritsa ntchito mphamvu pa 54.98%.

Kumbali inayi, deta ikuwonetsa mpikisano wowonjezereka mu gawo lonse la batri la mphamvu.Mu Okutobala, deta yamphamvu ndi mphamvu idawonetsa kuchepa kwa mabizinesi omwe amapereka mabatire amagetsi ofananirako pamagalimoto amagetsi atsopano.M'mwezi womwewo, makampani onse a 35 adapereka mabatire amagetsi ofananira pamsika wamagetsi atsopano, kuchepa kwa 5 kuyambira nthawi yomweyi chaka chatha.Kuyambira Januwale mpaka Okutobala, makampani okwana 48 a batire yamagetsi adapereka mabatire ofananirako pamsika wamagalimoto amagetsi atsopano, kuchepa kwa 3 kuyambira nthawi yomweyi chaka chatha.

Kuphatikiza apo, mpikisano wamakono wamabatire amagetsi ukukulirakulira chifukwa cha kuchepa kwa kufunikira kwa mabatire komanso kukula kwapang'onopang'ono kwa kufunikira kwa magalimoto amagetsi padziko lonse lapansi.

Malinga ndi kafukufuku wa SNE, kuti achepetse kuchuluka kwamitengo yamagalimoto amagetsi- mtengo wa batri- mabizinesi ochulukirapo akuyamba kugwiritsa ntchito mabatire okwera mtengo kwambiri a lithiamu iron phosphate poyerekeza ndi mabatire a ternary lithiamu.Malinga ndi kuwunika deta kuchokera nsanja ngati SMM, posachedwapa avareji mtengo wa batire-kalasi lithiamu carbonate ndi mozungulira 160,000 CNY pa tani, kusonyeza kwambiri chaka ndi chaka kuchepa.

Kuphatikiza apo, msika wowonjezereka wamtsogolo sudzangokhudza kutumiza mabatire amagetsi kunja kokha komanso kuthekera kwakukulu kwa msika wosungira mphamvu.Ndi gawo losungiramo mphamvu lomwe lili munthawi yabwino yachitukuko, mabizinesi ambiri a batri akuika ndalama zawo pantchito zamabatire osungira mphamvu.Mabizinesi osungira mphamvu pang'onopang'ono akukhala "gawo lachiwiri lakukula" kwamakampani ena amagetsi.