Isikali sikagesiibhethri elinamasondo amabiliimakethe yokushintshana ngo-2025 ingafinyelela ku-132.6 billion ukushayela i-10.9GWh yesidingo esikhulayoamabhethri e-lithium

Ngo-2020, imakethe kazwelonke yokushintshanisa amandla enamasondo amabili izodinga isamba samakhabethe okushintshana amandla angu-57,000.I-EVTank ibikezela ukuthi ngo-2025, isidingo esiphelele samakhabethe okushintshanisa amandla ngamasondo amabili sizofinyelela ku-670,000.Kulinganiselwa ukuthi ngo-2025, isidingo seamabhethri e-lithium-ion ezimoto ezinamasondo amabiliizofinyelela ku-10.9 GWh, okuyisidingo sayoamabhethri e-lithiumekugcineni kwe-To C izofinyelela ku-7.1 GWh, ibalwa ngaphezu kwama-65%.

Muva nje, isikhungo socwaningo i-EVTank, i-Ivy Economic Research Institute kanye ne-China Battery Industry Research Institute bakhiphe ngokuhlanganyela “Iphepha Elimhlophe Lokuthuthukiswa Kwezwe laseChina.Ibhethri Lemoto Elinamasondo Amabili Kagesiukwabelana ngemboni (2021)”.Idatha yephepha elimhlophe ibonisa ukuthi ezindaweni ezihlukene zokusetshenziswa kwezimoto ezinamasondo amabili, Kunomehluko omkhulu ezingeni lokungena kwezinkonzo zikagesi.Phakathi kwazo, ukuphela kwe-To B njengokwabelana nokuthatha kunezidingo eziphakeme zokusebenza kahle, kanye nokumiswa kokusekelayo.amabhethri e-lithium-ionkuphakeme uma kuqhathaniswa, futhi ukuzivumelanisa nezimo kunamandla.Izinga lokungena elihambisanayo lesevisi yokushintshisana Liphezulu kakhulu kunenkundla yabasebenzisi abangabodwana.Ngo-2020, ngokusekelwa kwenkundla yesevisi yokushintsha ibhethri kanye nenkundla yokushintshanisa ibhethri yesisebenzisi kumkhakha okwabelwana ngawo, izinga lokungena lesevisi yokushintsha ibhethri selifinyelele ku-100%;umkhakha othathayo unezidingo zempilo yebhethri ende, kodwa inethiwekhi yokushintsha amandla ayiphelele, Okuthonya izici ezifana nezinsizakalo zokulandelela ezinganele, izinga lamanje lokungena lokushintshwa kwebhethri cishe lingama-25% kuphela;Ukuze C end imvamisa yemoto yabasebenzisi iphansi kunaleyo ye-To B end, futhi kuhambisana neqiniso lokuthi umkhuba wokusebenzisa wokwabelana ngebhethri awukakakheki, izinga lamanje lokungenaibhethriukushintshwa cishe ku-4% kuphela.Ngokuphothulwa kwenethiwekhi yokushintshana kwamandla, ukusungulwa kancane kancane kohlelo olujwayelekile lokushintshwa kwamandla, kanye nokutshalwa kwemikhuba yokusebenzisa ukushintshanisa amandla, kuhlanganiswe nezidingo eziyisibopho "zokushaja okumaphakathi" kanye "nokungashajwa ekhaya" okwethulwe izifunda ezahlukahlukene, Amabili aseShayina Sisesikhulu isikhala sokwenyuka kwezinga lokungena kwezinkonzo zokushintshisana ngamabhayisikili

Ngo-2019, uMnyango Wezokuphathwa Kwezimo Eziphuthumayo, uMnyango Wezimboni Nobuchwepheshe Bolwazi, uMnyango Wezokuphepha Komphakathi, uMnyango Wezezindlu kanye Nokuthuthukiswa Kwezindawo Zasemadolobheni-yasemakhaya, kanye Nokuphathwa Kwezwe Lokuphathwa Kwemakethe ngokuhlanganyela bakhiphe “Isaziso Sokuqinisa Umlilo Kakhudlwana. Ukuphathwa Kokuphepha Kwamabhayisikili Kagesi”, ehlongoza ukuqinisa amabhayisikili kagesi anamasondo amabili.Ukulawulwa kokuphepha kanye nokuvimbela izigameko zomlilo kuholele ekuthuthukisweni okusheshayo kwemakethe yokushintshanisa amandla enamasondo amabili.Ngokukhula kweqembu labasebenzisi abashintshwayo kwamandla kanye nokwenyuka kwezinga lokungena lokushintshwa kwamandla, isidingo sokushintshwa kwekhabhinethi ebekwe emakethe yokushintshanisa amandla enamasondo amabili sikhule ngasikhathi sinye.Ngo-2020, imakethe kazwelonke yokushintshanisa amandla enamasondo amabili izodinga ingqikithi yamakhabethe okushintsha amandla angu-57,000.I-EVTank ibikezela ukuthi ngo-2025, isidingo esiphelele samakhabethe okushintshanisa amandla amasondo amabili azofinyelela ku-670,000.

Okwamanje,abahlinzeki bebhethriemkhakheni weibhethri elinamasondo amabiliukushintshanisa ikakhulukazi i-Ningde Times, i-Tianjin Lishen, i-Yiwei Lithium Energy, i-Penghui Energy, i-BYD nezinye izinkampani.Ngokwezibalo ze-EVTank,amabhethri e-lithium-ionukushintshwa kwebhethri kancane kancane kuyashintsha kunangaphambili.Iibhethri ye-li-ioniguqulwa ibe ngu-aibhethri ye-lithium iron phosphatengokuphepha okuphezulu.Umfutho wokukhula weibhethri ye-lithiumisidingo emakethe yokushintsha ibhethri ngokuyinhloko sisuka ku-To B ekupheleni, njengokwabelana nokuthatha.Kodwa-ke, i-To C end inenani elikhulu labasebenzisi, futhi amandla okushayela emakethe azovela kancane kancane.Ngokuzayo, kuzoba ukukhula okuyinhloko kwesidingoamabhethri e-lithiumemakethe yokushintsha amabhethri.Ngokwedlulele, abahlinzeki besevisi abashintshashintsha amandla abavamile abafana ne-e-power swap, i-Xiaoha power swap, kanye ne-Harbin power swap wonke amasu okukhulisa isakhiwo sabo emakethe yokushintshana kwamandla e-To C-end.I-EVTank ibikezela ukuthi ngo-2025, isidingo seamabhethri e-lithium-ionukushintshwa kwezimoto ezinamasondo amabili kuzofinyelela ku-10.9GWh, kanye nesidingo seamabhethri e-lithium-ionekugcineni kwe-To C izofinyelela ku-7.1GWh, ibalwa ngaphezu kwama-65%.

Isikali semakethe yokushintsha amabhethri ikakhulukazi sakhiwe imakethe yamabhethri, imakethe yekhabhinethi yokushintsha amabhethri kanye nesikali semakethe semali yokushintsha ibhethri yesevisi.Njengamanje, i-ibhethri elinamasondo amabilii-swap market isesesigabeni sokuqala sokuthuthuka, futhi usayizi wemakethe mncane.Ngo-2020, eChinaibhethri elinamasondo amabiliukushintshanisa Usayizi wemakethe cishe u-16.18 billion yuan.I-EVTank ibikezela ukuthi ngokwenyuka kwezinga lokungena kwezinsizakalo zokushintsha amabhethri kanye nokukhula kweqembu labasebenzisi abashintshanisa amabhethri, isikali semakethe yokushintshanisa amasondo amabili yaseChina kulindeleke ukuthi seqe izigidigidi eziyi-100 ngo-2025 futhi sibe “imakethe yolwandle eluhlaza okwesibhakabhaka. ”

Bethintwe izici ezifana nezinga lokungena eliphansi, isikali esincane, ukutshalwa kwezimali okuphezulu kokuqala, namamodeli wokusebenza angavuthiwe, abanye babahlinzeki besevisi yokushintshwa kwamandla emakethe yokushintshanisa amandla enamasondo amabili e-China abakakayitholi inzuzo.Njengoba abahlinzeki besevisi yokushintshanisa amandla behlola amamodeli ebhizinisi, ukuthuthukiswa okuqhubekayo kanye nokulungiswa ekusetshenzisweni kwezinto ezihlakaniphile, ukuhlaziywa kwedatha enkulu, ukusebenza okucolisisiwe, ukuphathwa kwempahla, ukusebenza okuzenzakalelayo nokugcinwa, njll., kulindeleke ukuthi kuguqule ukulahlekelwa kube inzuzo ngokusebenzisa umnotho wesilinganiso ikusasa.

Ku“White Paper on Development of China ElectricsIbhethri Lemoto elinamasondo amabiliI-Exchange Industry (2021)”, i-EVTank iqale yenza ukuhlaziya okuqhathanisa okuningiliziwe kwemodeli yebhizinisi kanye nezinzuzo zezomnotho zokushaja nokushintsha ugesi, bese yenza ukuhlaziya okuqhathanisayo okuningiliziwe kokufakwa kanye nezinga lokungena kwesevisi ye-Exchange, isikali semakethe yokushintshanisa, okuyinhloko. amaqembu amakhasimende, izici zemakethe yokushintshisana, iphethini yokuncintisana yamapulatifomu okushintshana, kwenziwa ucwaningo olunzulu, kwase kukhethwa amapulatifomu okushintshanisa abameleli kanye nokuhlaziywa okujulile kokuhlelwa kwamakhabethe abo okushintshana, Izimo zokusebenza kanye nesakhiwo esikhuphuka nomfula esingaphansi komfula. uchungechunge lwezimboni.Ekugcineni, i-EVTank yahlaziya futhi yabikezela inkambiso yentuthuko yemakethe yamasondo amabili kagesi, imakethe yokushintshanisa amandla kagesi enamasondo amabili kanye nomncintiswano wepulatifomu yokushintshwa kwamandla eminyakeni emihlanu ezayo.