Kuongororwa kwemusika kwesimba rekushandisa lithium bhatiri indasitiri

Thelithium bhatiriinoshandiswa mumidziyo yemagetsi is acylindrical lithiumbhatiri.Mabhatiri emidziyo yemagetsi anonyanya kushandiswamabhatiri epamusoro-soro.Zvinoenderana nemamiriro ekushandisa, huwandu hwebhatiri hunovhara 1Ah-4Ah, iyo 1Ah-3Ah inonyanya.18650, uye 4Ah inonyanya21700.Izvo zvinodikanwa zvesimba zvinobva pa10A kusvika 30A, uye inoenderera inoburitsa kutenderera ndeye 600 nguva.

Sekureva kweLeading Industry Research Institute, inofungidzirwa nzvimbo yemusika muna 2020 inosvika mabhiriyoni gumi nemashanu emadhora, uye nzvimbo yemusika yemberi ingangoita mabhiriyoni makumi maviri nemaviri eyuan.Mutengo mukuru weimwe chetebhatirinokuti midziyo yemagetsi inenge 11-16 yuan.Tichifunga avhareji yemutengo weiyo 13 yuan pabhatiri, inofungidzirwa kuti huwandu hwekutengesa muna 2020 huchave hunosvika bhiriyoni 1.16, uye nzvimbo yemusika muna 2020 ichave inosvika bhiriyoni gumi neshanu yuan, uye kukura kwekomboni kunotarisirwa kuve gumi muzana. .Nzvimbo yemusika muna 2024 ingangoita mabhiriyoni makumi maviri nemaviri eyuan.

Mwero wekupinda kwematurusi emagetsi asina tambo parizvino unodarika 50%.Lithium bhatirimutengo we20% -30%.Kubva pane iyi rough kuverenga, panosvika 2024, pasi roselithium bhatirimusika uchasvika kanenge 29.53 bhiriyoni-44.3 bhiriyoni yuan.

Kubatanidza nzira mbiri dzekufungidzira dziri pamusoro, saizi yemusika welithium mabhatiri emagetsi maturusiinosvika 20 kusvika ku30 bhiriyoni.Zvinogona kuonekwa kuti zvichienzaniswa nesimba lithium mabhatiri emagetsi emotokari, nzvimbo yemusika yelithium mabhatirinokuti midziyo yemagetsi ishoma.

Muna 2019, kuburitswa kwepasirese kwelithium bhatiri simba maturusiyakapfuura mamirioni mazana maviri nemakumi mana.Wokutangasimba rekushandisa mabhatirianotumirwa anenge bhiriyoni 1.1 mayunitsi gore rega rega.

Kugona kwe abhatiri rimwe serokubva pa5-9wh, mazhinji acho ari 7.2wh.Inogona kufungidzirwa kuti ikozvino yakaiswa simba resimba rekushandisa mabhatiriinenge 8-9Gwh.Iyo Inotungamira Indasitiri Research Institute inotarisira kuti iyo yakaiswa mu2020 ichave pedyo ne10Gwh.

Kumusoro kwepamusoro kune zvinhu zvakanaka zve electrode, zvinhu zvisina kunaka zve electrode, electrolytes, separators, nezvimwewo. Vatengesi vanosanganisira Tianli Lithium Energy, Beterui, nezvimwewo.

Kubva kutanga kwaNdira 2021, nekuda kwekuwedzera kwemitengo yezvigadzirwa, mazhinjicylindrical bhatirimafekitari akaita seTianpeng nePenghui atanga kukwidza mitengo.Zvinogona kuonekwa kutilithium bhatirimakambani ane mamwe maitiro ekufambisa mari.
Kuzasi kune makambani ezvishandiso zvemagetsi, akadai se: Innovation Technology Indasitiri, Hitachi, Japan's Panasonic, METABO, Hilti, Ruiqi, Yexing Technology, Nanjing Deshuo, Bosch, Makita, Schneider, Stanley Black & Decker, etc. Nzvimbo inokwikwidza yemidziyo yemagetsi ndeye zvakati wandei.Yekutanga echelon ndeye TTI Innovation uye Technology Indasitiri, Stanley Black & Decker, uye Bosch.Muna 2018, chikamu chemusika chemakambani matatu chinenge 18-19%, uye CR3 inenge 55%.Zvigadzirwa zvematurusi emagetsi zvinogona kukamurwa kuita giredhi rehunyanzvi uye giredhi revatengi.Mukudiwa kwemagetsi emagetsi, zvivakwa zvekutengesa zvakaverengera 15.94%, zvivakwa zvemaindasitiri zvakaverengera 13.98%, kushongedza neinjiniya zvakaverengera 9.02%, uye zvivakwa zvekugara zvakaverengera 15.94%.8.13%, kuvakwa kwemichina kwakaverengera 3.01%, mhando shanu dzekudiwa dzakaverengera huwandu hwe50.08%, uye kudzika kwakanangana nekuvaka-kudiwa kwakaverengera inopfuura hafu.Zvinogona kuoneka kuti kuvaka ndiyo inonyanya kukosha terminal application ndima uye sosi yekudiwa mumusika wemagetsi chishandiso.

Pamusoro pezvo, North America ndiyo dunhu rakakura kwazvo rinodiwa maturusi emagetsi, inoverengera 34% yemusika wepasi rose wemagetsi ekutengesa musika, musika weEurope we30%, uye Europe neUnited States inosvika makumi matanhatu nenhatu%.Ndiwo maviri akanyanya kukosha maturusi emagetsi misika munyika.Misika yeEurope neAmerica ine chikamu chikuru chemusika chemidziyo yemagetsi pasi rose nekuda kwenzvimbo yavo yepamusoro yekugara pamunhu uye mari inoraswa pasi rose pamunhu.Nzvimbo yakakura yekugara pamunhu yapa yakawanda nzvimbo yekunyorera yemidziyo yemagetsi, uye yakurudzirawo kudiwa kwemidziyo yemagetsi mumisika yeEurope neAmerica.Huwandu hwepamusoro hwemari inoraswa nemunhu wese zvinoreva kuti vatengi vekuEurope neAmerica vane simba rekutenga rakasimba, uye vanogona kuzvitenga.Nechido nesimba rekutenga, misika yeEurope neAmerica yave musika mukuru wepasi rose wezvishandiso zvemagetsi.

Iyo gross profit margin yesimba rekushandisa lithium bhatiri makambani anodarika makumi maviri muzana, uye mambure emubairo angangoita gumi%.Ivo vane hunhu hwakajairwa hwezvinorema asset kugadzira uye yakakwirira yakagadziriswa midziyo.Kuenzaniswa neInternet, doro, kushandiswa uye mamwe maindasitiri, kuita mari kwakanyanya kuoma.

Competitive landscape

Vatengesi vakuru vesimba rekushandisa mabhatirimakambani ekuJapan neKorea.Muna 2018, Samsung SDI, LG Chem, uye Murata pamwechete vakaverengera makumi manomwe neshanu muzana emusika.Pakati pavo, Samsung SDI ndiye mutungamiri akakwana, anoverengera 45% yemugove wemusika wepasi rose.

Pakati pavo, mari yeSamsung SDI mumabhatiri madiki e-lithium inenge mabhiriyoni matanhatu.

Zvinoenderana nedata kubva kuAdvanced Indasitiri Research Institute yeLithium Battery(GGII), mudziyo wemagetsi wepambalithium bhatirikutakura muna 2019 kwaive 5.4GWh, kuwedzera kwe54.8% gore-pagore.Pakati pavo, Tianpeng Power (rubatsiro rweBlue Lithium Core (SZ: 002245)), Yiwei Lithium Energy, uye Haisida yakaiswa muzvitatu zvepamusoro.

Mamwe makambani epamba anosanganisira: 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, nezvimwewo.

Zvinhu zvakakosha zvemakwikwi

Sezvo kusangana kweindasitiri yezvishandiso zvemagetsi kuri kuramba kuchiwedzera, zvakakosha kwazvosimba chishandiso lithium bhatirimakambani kuti apinde muchikamu chekugovera chevatengi vakuru vashoma.Izvo zvinodiwa nevatengi vakuru velithium mabhatirindezvi: kuvimbika kwakanyanya, mutengo wakaderera, uye kukwana kwakakwana kwekugadzira.

Nehunyanzvi kutaura, Blue Lithium Core, Yiwei Lithium Energy, Haistar, Penghui Energy, uye Changhong Energy zvese zvinokwanisa kuzadzisa zvinodiwa nevatengi vakuru, saka kiyi chiyero.Mabhizinesi makuru chete ndiwo anogona kuvimbisa huwandu hwekugadzira kwevatengi vakuru, kuenderera mberi nekubhadhara mitengo, kuwana purofiti yepamusoro, uyezve kudyara mukutsvagisa kwepamusoro nekusimudzira kuti varambe vachizadzisa zvinodiwa zvitsva zvevatengi vakuru.

Yiwei's lithium simba rekugadzira chiyero 900,000 zvidimbu pazuva, Azure Lithium Core i800,000, uye Changhong Energy i400,000.Mitsetse yekugadzira inotengeswa kubva kuJapan neSouth Korea, kunyanya South Korea.

Iyo otomatiki nhanho yemutsetse wekugadzira inofanirwa kunge yakakwira, kuitira kuti kuenderana kwemhando yechigadzirwa kwakakwira, kuitira kuti upinde muchikamu chekugovera chevatengi vakuru.

Kana hukama hwekugovera hwasimbiswa, shanduko hadzizoitwe nyore munguva pfupi, uyelithium bhatirimakambani anopinda muchikamu chayo chekugovera achachengetedza chikamu chemusika chakagadzikana kweimwe nguva yenguva.Tora TTI semuenzaniso, kusarudzwa kwevashambadziri kwayo kunofanirwa kupfuura mazana maviri nemakumi matatu eongororo, iyo yakatora makore anoda kusvika maviri.Vese vatengesi vatsva vanofanirwa kuongororwa nemamiriro ekunze nemagariro uye kuona kuti hapana kukanganisa kukuru kunowanikwa.

Saka, kumbasimba chishandiso lithium bhatirimakambani ari kushuvira kuwedzera huwandu hwawo hwekugadzira uye chiyero, achipinda mumaketani ekugovera evatengi vakuru vakaita seBlack & Decker uye TTI.

Performance vatyairi

Kutsiviwa kwemidziyo yemagetsi kunowanzoitika, uye pane kudiwa kwekutsiviwa muzvitoro.

Kuwedzera kwehupenyu hwebhatiri hwemamwe maturusi emagetsi kwawedzera huwandu hwemabhatiri, zvishoma nezvishoma zvichikura kubva patambo nhatu kusvika pa6-10.

Mwero wekupinda wemidziyo yemagetsi isina tambo inoramba ichiwedzera.

Kuenzaniswa nematurusi emagetsi asina tambo, maturusi emagetsi asina tambo ane mabhenefiti ari pachena: 1) Inochinjika uye inotakurika.Sezvo maturusi emagetsi asina tambo asina tambo uye pasina chikonzero chekuvimba nemagetsi ebetsero, maturusi asina tambo anopa kuchinjika kukuru uye kutakura;2) Chengetedzo, kana uchishanda pamapurojekiti akawanda kana munzvimbo diki, maturusi asina tambo anobvumira vashandisi kufamba vakasununguka pasina kudonha kana waya dzakasungwa.Kunyanya kumakambani kana makondirakiti anoda kufamba-famba panzvimbo yekuvaka nguva dzose, nyaya dzekuchengetedza dzakakosha zvikuru;3) Zviri nyore kuchengetedza, tambo dzemagetsi dzisina tambo dzinowanzova nyore kuchengeta pane tambo dzetambo, zviboorero zvisina tambo, masaha, uye zvinokonzeresa zvinogona kuiswa Mudhirowa nemasherufu, kazhinji pane midziyo yekuchengetera yakaparadzana yekuchengetera zvishandiso uye mabhatiri avo akabatanidzwa;4) Ruzha ruduku, kusvibiswa kuduku, uye nguva yekushanda yakareba.

Muna 2018, tambo yekupinda isina tambo yemidziyo yemagetsi yaive 38%, uye chiyero chaive US$17.1 bhiriyoni;muna 2019, yaive 40%, uye chiyero chaive US$18.4 bhiriyoni.Nekufambira mberi kwebhatiri uye mota tekinoroji uye kudzikira kwemitengo, chiyero cheramangwana chisina tambo chekupinda chinochengetedza kukurumidza kukwira, izvo zvinosimudzira kudiwa kwekutsiva kwevatengi, uye mutengo wepamusoro wepakati pezvishandiso zvemagetsi zvisina tambo zvichabatsira kuwedzera musika.

Kuenzaniswa nematurusi emagetsi ese, tambo yekupinda isina tambo yemidziyo yakakura yemagetsi ichiri yakaderera.Muna 2019, iyo isina cord yekupinda chiyero chemidziyo yakakura yemagetsi yaingova 13%, uye saizi yemusika yaingova mabhiriyoni 4.366 emadhora ekuAmerica.Midziyo yemagetsi yakakura kazhinji yakakura uye ine simba guru, uye kazhinji ine chinangwa chayo chakananga, senge gasi-powered high-pressure cleaners, frame inverters, lake deicers, etc. Pane zvikonzero zviviri zvikuru zvekuderera kwekupinza kwetambo kusina tambo. midziyo yemagetsi yakakura: 1) Zvinodiwa zvepamusoro zvesimba rekubuda kwebhatiri uye kusimba kwesimba, zvakanyanya kuomarara mabhatiri masisitimu uye akasimba ekuchengetedza vimbiso, zvichikonzera kuoma kwehunyanzvi uye kuoma kwehunyanzvi kwetambo isina tambo yakakura-yemagetsi michina Mutengo wakanyanya kukwirira;2) Parizvino, vagadziri vakuru havana kuona tambo huru-yemagetsi michina seyakatarisana nekutsvagisa nekusimudzira.Zvisinei, nekusimudzirwa kwakasimba kwemotokari itsva dzemagetsi mumakore achangopfuura, teknolojia yemagetsi emagetsi makuru yakafambira mberi zvikuru, uye kuchine nzvimbo yakawanda yekupinza kwetambo yemagetsi emagetsi makuru mune ramangwana.

Domestic substitution: Vagadziri vepamba vane zvakakosha mutengo zvakanakira.Pasi pemashure ekusave nekusiyana kwakakosha mune tekinoroji, kutsiva mudzimba kwave kuita.

Mumakore achangopfuura, yepamba Yiwei Lithium Energy neTianpeng vakapinda muchikamu chekugovera chevatambi vemhando yekutanga vakaita seTTI uye Ba & Decker.Zvikonzero zvikuru ndezvi 1) Padanho rehunyanzvi, vagadziri vemusoro wepamba havasati vari kure neJapan neSouth Korea makambani anotungamira, uye maturusi emagetsi ane akakosha ekushandisa mamiriro., Inotungamira kune kudiwa kwekuchaja nekukurumidza uye nekukurumidza kusunungurwa, sakamabhatiri epamusoro-sorozvinodiwa.Munguva yakapfuura, makambani eJapan neKorea ane zvimwe zvakanakira mukuunganidzamabhatiri epamusoro-soro.Nekudaro, sezvo makambani epamba akatyora iyo 20A discharge ikozvino bhodhoro mumakore achangopfuura, iyo tekinoroji level yasangana.Kuti zvizadzise zvinodikanwa zvezvishandiso zvemagetsi, maturusi emagetsi akapinda munhanho yemakwikwi emitengo.

2) Mutengo wepamba wakaderera zvakanyanya pane wevagadziri vekunze.Kubatsira kwemutengo kuchabatsira vagadziri vepamba kuti varambe vachitora chikamu cheJapan neSouth Korea.Kubva pamutengo wemutengo, mutengo wezvigadzirwa zveTianpeng ndeye 8-13 yuan / chidimbu, nepo bhendi remutengo weSamsung SDI iri 11. -18 yuan / chidimbu, zvinoenderana nekuenzaniswa kwezvigadzirwa zvemhando imwechete, mutengo weTianpeng. iri 20% yakaderera pane iyo yeSamsung SDI.

Pamusoro peTTI, Nhema & Decker, Bosch, nezvimwewo vari kukurumidza kuunzwa uye kuunzwa kwe.cylindrical mabhatirimuChina.Zvichibva pakukurumidza kufambira mberi kwemafekitori emasero emumba mumunda wehigh-rate cylindrical cells, uye nezvakakwana zvakanakira mashandiro, chikero, uye mutengo, sarudzo yegiant yemagetsi sero rekutakura cheni yakatendeukira kuChina.

Muna 2020, nekuda kwekukanganisa kwerudzi rutsva rweconavirus pneumonia, Japan neSouth Korea simba rekugadzira bhatiri harina kukwana, zvichikonzera kushomeka kwemabhatiri.cylindrical li-ion lithium-ion bhatirikuwanikwa kwemusika, uye kudzoka kwepamba kune yakajairwa kugadzirwa kare, huwandu hwekugadzira hunogona kugadzirisa gaka rakakodzera, uye nekumhanyisa maitiro ekutsiva mudzimba.

Pamusoro pezvo, iyo boom yeindasitiri yezvishandiso zvemagetsi yakabatana zvakanyanya neNorth America data redzimba.Kubva kutanga kwa2019, musika wekuNorth America real estate wakaramba uchipisa, uye zvinotarisirwa kuti North America terminal inoda maturusi emagetsi icharamba yakakwira muna 2021-2022.Uye zvakare, mushure mekugadziriswa kwemwaka muna Zvita 2020, iyo inventory-to-sales yevatengesi vekuNorth America ingori 1.28, iyo yakaderera pane yenhoroondo yekuchengetedza hesiti ye1.3-1.5, iyo inovhura iyo kudiwa kwekuwedzera.

Musika weUS real estate uri mukutenderera, izvo zvinotungamira kudiwa kwemidziyo yemagetsi mumusika wekuNorth America.Mari dzemubereko dzedzimba dzeUS dziri padanho rakaderera, uye kuwedzera kwemusika weUS real estate kucharamba kuchienderera.Tora iyo 30-year fixed interest rate mortgage loan semuenzaniso.Muna 2020, nekuda kwekukanganisa kwedenda idzva rekorona, iyo Federal Reserve yakadzokorora kuita yakasununguka mutemo wemari.Hukoshi hwakaderera hwemakore makumi matatu emubereko wechikwereti chemubereko wakarova 2.65%, rekodhi yakaderera.Zvinofungidzirwa kuti nhamba yedzimba dzokugara dzichangobva kuvakwa muUnited States dzinogona kupedzisira dzapfuura mamiriyoni 2,5, rekodhi yakakwirira.

Iko kudiwa kwekupedzisira uye kutenderera kwezvivakwa zvine chekuita nekutengesa zvivakwa kunokwira kumusoro, izvo zvinofambisa zvakanyanya kudiwa kwezvishandiso zvemagetsi, uye makambani ezvishandiso zvemagetsi achabatsira zvakanyanya kubva mukutenderera uku.Kukura kwemakambani ezvishandiso zvemagetsi kuchasimudzirawo makambani ebhatiri erithium.

Muchidimbu, thesimba chishandiso lithium bhatiriinotarisirwa kuve munguva yekubudirira mumakore matatu anotevera, uye vepamusoro mudzimba vachabatsirwa nekutsiviwa kwemumba: Yiwei Lithium Energy, Azure Lithium Core, Haistar, Changhong Energy, etc. Yiwei Lithium Energy uye mamwe mabhizinesi ebhatiri retimu akadai semabhatiri emagetsivanewo tarisiro dzakanaka.Iyo kambani ine tekinoroji uye chiyero mabhenefiti, yakasimba yehurongwa hwekutarisisa kugona, uye zviri pachena kukwikwidza zvakanakira.Kunyangwe iyo lithium bhatiri chikamu chiri kukura pamwero wakakwira, kune zvakare maLED nesimbi.Logistics bhizinesi, bhizinesi rinenge rakaoma;Haistar haisati yanyorwa;Changhong Energy idiki muchikamu chakasarudzwa cheNew Third Board, asi yakakura nekukurumidza;kunze kweiyo lithium bhatiri bhizinesi, inopfuura hafu ndeye alkaline yakaoma mabhatiri, uye kukura kwakanaka zvakare., Mikana yekuchinjisa IPO mune ramangwana yakanyanya kwazvo.