Kutanga kwe2022: kuwedzera kwese kweanopfuura 15%, mutengo wekuwedzera wemabhatiri emagetsiinopararira kune yese indasitiri cheni

Summary

Vatongi vakati wandei vesimba bhatirimakambani akati mutengo wemabhatiri emagetsi wakakwira neanopfuura 15%, uye vamwe vatengi vakawedzera ne20% -30%.

Pakutanga kwa2022, manzwiro emutengo anowedzera mune yese indasitiri chain yemabhatiri emagetsiyapararira, uye kuwedzera kwemutengo kwakanzwika imwe pashure peimwe.

Panyaya yekushanda kwekupedzisira, mitengo yemotokari itsva yemagetsi yakawedzera pamwe chete.Mutengo wemotokari dzemagetsi matsva wakagara wakasimba, uye pakupedzisira wakaputsa dziviriro, uchimisa mutengo mukuru wekuwedzera, kubva kuzviuru zveyuan kusvika kumakumi ezviuru zveyuan.

Kubva kutenderera kwekutanga kwekukwira kwemitengo pakupera kwegore rapfuura, musika mutsva wemotokari yemagetsi wakaunza chikamu chechipiri chekukwira kwemitengo.Maererano nehuwandu husina kukwana, makambani emotokari angangoita makumi maviri akazivisa kuwedzera kwemutengo kune avo matsva emagetsi emagetsi, anosanganisira Tesla, BYD, Xiaopeng, SAIC Roewe, Volkswagen, nezvimwewo, inovhara yakazvimirira, yekunze-inopihwa mari, yekubatana-yekuita uye masimba matsva, anosanganisira akawanda semamodheru akawanda.gumi.

Semuyenzaniso, BYD yakazivisa muna Kukadzi 1 kuti ichagadzirisa mitengo yayo yekutungamira yepamutemosimba idzvamhando dzine hukama neDzinazi rayo uye Ocean.ini, Yuan Pro, Han EV/DM, Tang DM-i, 2021 Tang DM, Dolphin uye mamwe mamodheru anotengesa kupisa, kuwedzera kuri 1,000-7,000 yuan.

Zvinhu zvikuru zvekutyaira shure kwekukwira kwemutengo mumusika wemotokari yemagetsi matsva ndezvi: kutanga, rubatsiro rwakaderera ne30%, kuderedza 5,400 yuan yemabhasikoro pamusoro pe400km inosangana nechiyero;chechipiri, kushaikwa kwemacores uye mitengo yakakwira yezvigadzirwa zvakakonzera mutengo wakakwira;chechitatu, , mutengo wesimba bhatiriinofambiswa, uye fekitori huru yeinjini inomanikidzwa kugadzirisa mutengo, uye pakupedzisira haina sarudzo kunze kwekutumira kudzvanywa kwemutengo kumusika wekupedzisira.

Mutengo wemabhatiri emagetsikazhinji yakakwira neinopfuura 15%.Nhamba yesimba bhatirivatungamiri vekambani vakaudza Gaogong Lithium kuti mutengo wemabhatiri emagetsiyakawedzera neanopfuura 15%, uye vamwe vatengi vakawedzera ne20% -30%.

"Haigone kugara kana ikasasimuka" yave isingaite zvakanyanya asiwo izwi rechokwadi remakambani ebhatiri.

Kubva 2021, iyo yakazara mudzimba nyowani simba indasitiri cheni yanga iri mumamiriro ekusimba kwekupa uye kudiwa kwechiyero, uye mitengo yezvikuru.lithium bhatirizvinhu zvakaramba zvichikwira, zvichiita kuti mutengo wemabhatiri emagetsi uwedzere zvakanyanya.

Gore rapfuura, makambani ebhatiri akatora uye akagaya yakawanda yekumanikidza kumusoro pamitengo yezvigadzirwa.Muna 2022, kushomeka kwezvinhu zvakagadzirwa uye kuwedzera kwemutengo hakuzongodzvinyirirwa chete, asi kuchawedzera.Kudzvinyirirwa kwemitengo yemakambani ebhatiri kwakakura, uye hazvibatsirewo kuiendesa pasi kumakambani emotokari.

“Hazvishande kana ikasasimuka.Muna 2022, mutengo wemabhatiri emagetsiichawedzera ne50% kana zvichienzaniswa negore rapfuura.Munhu anoona nezveimwe kambani yemabhatiri akataura asinganzwisisike kuti midziyo yekuunganidza yakashandiswa kare, uye mitengo yezvinhu ichiri kukwira.Tichifunga nezve mari yekuwedzera huwandu, kudzvanywa kwemakambani ebhatiri kwakanyanya.yakakura kwazvo.

Iyo rally mune mbishi zvinhu "inopenga".Muna 2022, mitengo yezvinhu zvina zvikuru, nickel/cobalt/lithium/copper/aluminium, lithium hydroxide, lithium carbonate, lithium hexafluorophosphate, PVDF, VC, nezvimwewo ichakwira zvakabatana, uye zvimwe zvekubatsira zvakakwira kakawanda zvichienzaniswa ne kutanga kwegore, kuratidza "kusvetuka" maitiro .

Kutora lithium carbonate, iyo inonyanya kushanda mukuwedzera kwemutengo, semuenzaniso, mutengo wepakati webhatiri-giredhi lithium carbonate paZuva Regore Idzva muna 2022 i300,000 yuan/ton, kuwedzera kwe454% kubva paavhareji mutengo we55,000 yuan. /ton pakutanga kwegore rapfuura.Nhau dzichangoburwa, kubva pari zvino, iyo yakazara quotation yebhatiri-giredhi lithium carbonate yasvika 420,000-465,000 yuan / ton, uye musika wakataura kuti "vatengi vanouya kuzotenga lithium carbonate havabvunze mutengo, vanoiwana. kana vaine zvinhu”, izvo zvinoratidza dhigirii rekushomeka kwezvekushandisa uye zvinodiwa.

Indasitiri data inoratidza kuti kumotokari dzemagetsi dzakachena, kana mutengo we lithium carbonate uchikwira kusvika ku300,000 yuan / ton, mari yemotokari yemagetsi yega yega inokwira inenge 8,000 yuan;apo mutengo we lithium carbonate uchikwira kusvika ku400,000 yuan / ton, iyo Mutengo wemotokari yemagetsi wakakwira neanenge 11,000 yuan.

Zvichienderana neizvi, mutongo wakabvumirana muindasitiri ndewekuti mutengo wezvigadzirwa unoramba uchikwira, zvichikonzera mutengo wemabhatiri emagetsikuwedzera kupfuura yakanyanya kudzvanywa huwandu hwemakambani ebhatiri, uye mutengo wekumanikidza wakakura.

Muchokwadi, nekuda kwekuwedzera kwemitengo yezvinhu, iyo theoretical mutengo wemasero uyebhatirimasisitimu akakwira neanopfuura 30% pamberi pe2021Q3, achitofunga nezve kukanganiswa kwekubatana kwenguva refu, simba rekutengesa, vhoriyamu yekutenga, account nguva, nezvimwe pamutengo chaiwo wekutenga, uye Zvinhu zvakaita sekuita kwebhatiri chigadzirwa, goho. , uye chiyero chekuisa mumapoka chinowedzera kuvharira kukwira kuri kuwedzera kweimwe mitengo yezvinhu, uye mutengo wekukwira kwemitengo yezvinhu zvinotengeswa kunesimba bhatiridivi rinowedzerawo nezve 20% -25%.

Nekudaro, kubvira 2022, zvigadzirwa zvakaramba zvichikwira, uye mutengo wezvigadzirwa pakupera kwesero wakawedzera neinopfuura 50% zvichienzaniswa negore rapfuura, zvinotonyanya kusiririsa kumakambani mazhinji ebhatiri atove pedyo. ye pundutso muna 2021. “Showdown” ine maOEM, ichitsvaga kudzeya kumwe kudzvinyirirwa kuzasi.

Yechitatu-neyechina-tierbhatirimakambani ane hukuru hudiki uye simba risina simba remari, zvinotonyanya kusuruvara.Vari kuda kutarisana nemamiriro ezvinhu anonyadzisa ekuti havagoni kuwana zvinhu uye havagoni kubudisa nemaodha.

Nekudaro, kunyangwe iwo makambani ebhatiri emusoro ane hukuru hukuru uye simba rakasimba rekutengesa haakwanise kuenderana nekumhanya kwekukwira kwemutengo wezvinhu zvakasvibiswa nekuda kwekuvhara kwemutengo wenguva refu uye kugona kwekuvhara zvinhu.Mutengo wemabhatiri wakawedzerawo kusvika pamwero wakati.Semuenzaniso, BYD yakazivisa kutanga kwaNovember gore rapfuura kuti mutengo wezvimwe zvigadzirwa zvebhatiri unofanirwa kuwedzerwa neisingasviki 20%.

Parizvino, kukwira kwemitengo yebhatiri kwachinja kubva kudhijitari uye diki simba kune simba uyekuchengetedza simba, uye makambani echipiri-nechitatu-tier aenda mberi kumakambani anotungamira, uye akapfuudzwa zvizere kumisika yepasi uye kunyange yekupedzisira.

Takatarisana nekukwira kutsva kwemitengo, iyo yese indasitiri yemotokari dzesimba idzva iri kuongorora nekushingaira mazano ekudzikisa mutengo uye nzira dzekugadzirisa kuderedza kukanganiswa uye kuve nechokwadi chekusimudzira uye nekukurumidza kukura kweindasitiri yemotokari yemagetsi.

Pamberi pekupararira kwekuwedzera kwemitengo, chinhu chinonyanya kukosha kune maOEM ndeyekukurudzira zvizere kudzikiswa kwemitengo mumativi ese, kusanganisira kugadzira matekinoroji matsva nemakambani ebhatiri, kuvandudza zvigadzirwa zvehunyanzvi zviratidzo, kugadzira kukwikwidza kwakasiyana, nekuvandudza kukwikwidza kwese. yemusika wezvigadzirwa, nezvimwe.

Pamusoro pezvo, mamwe maOEM anosarudza kutora danho rekudzikisa kuvhurwa kwemhando nyowani, kuitira kuderedza kurasikirwa, funga nekushingaira kudzikisa kugadzirwa uye kutengesa kwemamodheru nekurasikirwa kwakanyanya, uye pachinzvimbo kusimudzira epakati-kusvika-yepamusoro-yekupedzisira mhando ne. hungwaru hwepamusoro uye purofiti iri nani.

Semuenzaniso, zano rekambani yemotokari harisi rekuwedzera mutengo wemamodhi akakosha, asi kushandura zvigadzirwa zvine hungwaru kuita midziyo yakajairwa, kuitira kudzikamisa kudzvanywa kwekukwira kwemitengo uye kuderedza kuramba kwevatengi kukwira kwemitengo.

Kune mamwe maA00-kirasi OEMs, maitiro avo akasiyana.Semuenzaniso, Great Wall's A00-kirasi inotengeswa zvakanyanya mhando Black Cat uye White Cat vakatora danho rekumira kutora maodha.Imwe A00-level OEM yakataura kuti mune ramangwana, inogona nokuzvidira kusiya rubatsiro, kuderedza chigadzirwa.bhatirihupenyu nekumisikidzwa kwechigadzirwa, uye chengetedza kutengesa nekuenzanisa Hongguang Mini EV.

Kune makambani ebhatiri, kuedza kwese kunofanirwa kuitwa kuderedza mutengo wemukati uye kuvandudza kushanda zvakanaka.Mamwe makambani ebhatiri anobvuma kuti hapana nzvimbo yakawanda yekudzikisa mutengo muhunyanzvi hwechigadzirwa, uye nzira yekuvandudza kugona kwekugadzira uye kunaka kunova kiyi;panguva imwecheteyo, kutsiva kwemumba mumachipisi anodiwa-pasi uye mamwe minda kuri kuwedzerawo.

Pakati pese, mutengo wezvigadzirwa zvinoramba uchikwira, uye mutengo wepamusoro wemabhatiri emagetsimhedziso yakafanotaurwa.Simba bhatirimakambani anofanirwa kutyora hukama hwekutenga nekutengesa zvishoma nezvishoma munguva yakapfuura, kugadzira rudzi rutsva rwekudyidzana, kuita hukama hwehukama pamwero wakakura uye padanho rakadzama, kusimudzira kufambiswa kwakarongeka kweketani yekugovera, uye kugadziridzazve itsva yekugovera cheni. model.

Panyaya yeraw material strategy, makambani ebhatiri emagetsi arikukwidziridzawo nzira yekuvhara zvinhu.Nekusaina zvibvumirano zvekugovera vimbiso nevashambadziri, kuisa mari mumasheya, kutanga mabhizimusi, uye kushingaira kuongorora vatengesi vatsva, kupinda mukati mekutenga kwezvinhu zvakakosha, kurongeka kwezviwanikwa zvemamineral, uye kurongeka kwekudzokororwa kwebhatiri, uye kuwedzera zvakanyanya kukwikwidza kwebhizinesi rekutengesa cheni. .