China EVs: CATL, wopanga mabatire apamwamba kwambiri padziko lonse lapansi, akukonzekera chomera choyamba ku Beijing kuti azipereka Li Auto ndi Xiaomi

CATL, yomwe inali ndi gawo la 37.4 peresenti ya msika wa batri padziko lonse chaka chatha, iyamba kumanga pafakitale ya Beijing chaka chino, akutero wokonza zachuma mumzinda.

Kampani yochokera ku Ningde ikukonzekera kubweretsa batire yake ya Shenxing, yomwe imatha kuyendetsa mtunda wa 400km ndikulipiritsa mphindi 10 zokha, kotala yoyamba isanathe.

 svs (1)

Contemporary Amperex Technology (CATL), kampani yayikulu kwambiri padziko lonse lapansi yopanga mabatire a magalimoto amagetsi (EV), imanga nyumba yoyamba ku Beijing kuti ikwaniritse kuchuluka kwa magalimoto oyendera mabatire ku China.

Chomera cha CATL chithandiza likulu la China kuti lipange njira zonse zopangira ma EV, mongaLi Auto, oyambitsa magalimoto apamwamba kwambiri amagetsi mdziko muno, komanso wopanga mafoni a Xiaomi, onse okhala ku Beijing, amathandizira kupanga mitundu yatsopano.

CATL, yomwe ili ku Ningde, m'chigawo chakum'mawa kwa Fujian, iyamba ntchito yomanga nyumbayo chaka chino, malinga ndi zomwe bungwe la Beijing Commission of Development and Reform linanena, bungwe lokonzekera zachuma mumzindawu, lomwe silinapereke zambiri za kukula kwa chomeracho kapena tsiku loyambitsa. .CATL yakana kuyankhapo.

Kampaniyo, yomwe inali ndi gawo la 37.4 peresenti ya msika wapadziko lonse lapansi ndikutulutsa mabatire a 233.4 gigawatt m'miyezi 11 yoyambirira ya 2023, ikuyenera kukhala wogulitsa wamkulu ku Li Auto ndi Xiaomi pomwe wopanga ma smartphone amapanga Beijing. imayamba kugwira ntchito, malinga ndi akatswiri.

 svs (2)

Li Auto ndiwosewera kale mu gawo la China la premium EV, ndipo Xiaomi ali ndi kuthekera kokhala m'modzi, atero a Cao Hua, mnzake pakampani yabizinesi ya Unity Asset Management.

"Chotero ndi zomveka kwa ogulitsa akuluakulu monga CATL kukhazikitsa mizere yopangira m'deralo kuti athandize makasitomala ake akuluakulu," adatero Cao.

Bungwe lokonzekera zachuma ku Beijing lati Li Auto ikuganiza zokhazikitsa malo opangira zida zamagalimoto, osaulula zambiri.

Li Auto ndiye mdani wapafupi kwambiri wa Tesla mu gawo la China la EV, akupereka magalimoto anzeru 376,030 kwa ogula aku mainland mu 2023, kulumpha kwa 182.2 peresenti chaka ndi chaka.

Teslaadapereka mayunitsi 603,664 opangidwa ku Shanghai Gigafactory yake kwa makasitomala aku China chaka chatha, chiwonjezeko cha 37.3 peresenti pachaka.

Xiaomiadavumbulutsa chitsanzo chake choyamba, SU7, kumapeto kwa 2023. Pokhala ndi mawonekedwe owoneka bwino komanso masewera ochita masewera olimbitsa thupi, kampaniyo ikukonzekera kuyambitsa kuyesa kwa sedan yamagetsi m'miyezi ikubwerayi.

CEO Lei Jun adati Xiaomi ayesetsa kukhala wopanga magalimoto asanu padziko lonse lapansi pazaka 15 mpaka 20 zikubwerazi.

Ku China, chiwopsezo cha kulowa kwa EV chinapitilira 40 peresenti kumapeto kwa 2023 pomwe oyendetsa galimoto akuchulukirachulukira pamagalimoto okonda zachilengedwe okhala ndiukadaulo woyendetsa pawokha komanso ma cockpits a digito.

 svs (3)

Mainland China tsopano ndi msika waukulu kwambiri wamagalimoto padziko lonse lapansi ndi EV, ndipo kugulitsa magalimoto oyendetsedwa ndi mabatire kumatenga pafupifupi 60 peresenti ya magalimoto onse padziko lonse lapansi.

Katswiri wa UBS a Paul Gong adati sabata yatha kuti makampani 10 mpaka 12 okha ndi omwe angapulumuke pamsika wapadziko lonse pofika 2030, popeza mpikisano wokulirapo wakhala ukukakamiza opanga ma EV 200-kuphatikizanso aku China.

Kugulitsa kwa magalimoto oyendetsedwa ndi mabatire kumtunda kukuyembekezeka kutsika mpaka 20 peresenti chaka chino, poyerekeza ndi kukula kwa 37% komwe kunalembedwa mu 2023, malinga ndi kulosera kwa Fitch Ratings mu Novembala.

Pakadali pano, CATL iyamba kupereka batire yagalimoto yamagetsi yothamanga kwambiri padziko lonse lapansi kumapeto kwa kotala yoyamba ya chaka, kutulukira kwina kwaukadaulo kufulumizitsa kugwiritsa ntchito magalimoto oyendera mabatire.

Batire ya Shenxing, yomwe imatha kuyendetsa makilomita 400 ndikungothamanga kwa mphindi 10 ndikufikira 100 peresenti mumphindi 15 zokha chifukwa cha zomwe zimatchedwa 4C charging.


Nthawi yotumiza: Jan-20-2024

Lumikizani

Tifuuleni
Pezani Zosintha za Imelo