Ọchịchọ batrị Lithium ion ike na-ahụ mgbake siri ike, nchekwube nke ụlọ ọrụ
Agha ọnụahịa dị n'etiti ụlọ ọrụ ụgbọ ala emeela ka arụmọrụ dị elu dị elu na iwu maka ụdị ọnụ ahịa dị ọnụ ala. BYD Qin PLUS họọrọ nke mbụ n'ahịa n'izu gara aga, yana ihe dịka nkeji iri na abụọ. Na Machị 12,000, kansụl steeti ahụ wepụtara “Atụmatụ Action maka ịkwalite Mmelite akụrụngwa buru ibu na azụmaahịa nke ngwaahịa ndị ahịa”, nke na-atụ aro ịkwalite oriri na oriri na-edozi ụgbọ ala, ma n'otu oge ahụ hazie ma rụọ ụgbọ ala mba. ọrụ nkwalite azụmahịa, na ọchịchọ ụlọ ọrụ na-akawanye mma. Ngwa ngwa ngwa ike ọhụrụ na ngwaahịa ọhụrụ site na ụlọ ọrụ ụgbọ ala dị iche iche enyela nkwado siri ike maka ire ahịa ahịa. Ndị otu ụgbọ ala China na-ebu amụma na olu ire ụgbọ ala eletrik na 13 ga-abụ ihe dịka nde 2023, + 9.4% kwa afọ. Ire kwa afọ nke ụgbọ ala ume ọhụrụ na 36.5 ga-eru nkeji nde 2024, kwa afọ. + 11.5%.
Xiaomi SU7 Car ire ere, Achọ kwa afọ maka batrị Lithium Iron Phosphate ike nwere ike gafere 7 GWh
Na Maachị 28, a tọhapụrụ ụgbọ ala eletrik mbụ Xiaomi, SU7. A na-edobe ụgbọ ala ọhụrụ ahụ dị ka "C-class high-performance ecological technology sedan" ma dị na nsụgharị atọ, ọnụ ahịa site na RMB 215,900 ruo RMB 299,900. Dabere na akaụntụ WeChat gọọmentị Xiaomi Auto, ahịa Xiaomi SU7 karịrị 10,000 n'ime nkeji 4, 20,000 n'ime nkeji 7, yana 50,000 n'ime nkeji 27. E rere ụdị mbụ nke nkeji 5,000 n'ime 100 sekọnd. Emebere akụkụ nke mbụ nke ụlọ ọrụ Xiaomi Automobile Factory ka ọ nwee ike imepụta ụgbọ ala 150,000 kwa afọ. Emechara ya na June 2023 ma ọ nọ na ọkwa nkwalite. Lei Jun ewepụtala ebumnuche ire ahịa nke 100,000 maka Xiaomi Auto na 2024.
Mbupu batrị lithium ike zuru ụwa ọnụ ruru 224.2 GWh, Akaụntụ ụlọ ọrụ China karịrị 90%
Na 2023, mbupu batrị nchekwa ike zuru ụwa ọnụ ga-eru 224.2GWh, mmụba kwa afọ nke 40.7%, nke ụlọ ọrụ China na-ebuga batrị nchekwa ike ga-abụ 203.8GWh, na-aza 90.9% nke mbupu batrị nchekwa ike ụwa. Mbupu batrị nchekwa ike zuru ụwa ọnụ ga-eru 1397.8GWh site na 2030. Site na asọmpi asọmpi, nchekwa ike sistemu ike ka bụ mpaghara ngwa ngwa kachasị ukwuu. Ọchịchọ ịrị elu maka nchekwa nchekwa ike ezinụlọ na mba ofesi emeela ka mbupu nchekwa ike ezinụlọ na-eto kwa afọ, ebe ahịa nchekwa ike nkwukọrịta agbadala kwa afọ.
Ike arụnyere ike na data ntinye aka na nchekwa ike nke China
(1) Nchekwa ike nke China arụnyere data ikike: Na 2023, ikike nchekwa nchekwa ọhụrụ nke ụlọ ga-abụ 21.5GW/46.6GWh, + 193%/+194% n'afọ; na otu ụzọ n'ụzọ anọ nke 2023Q4, ike arụnyere ọhụrụ ga-abụ 9.2GW/21.1GWh, n'otu n'otu. +119%/+148%; ikike nchekwa ike ọhụrụ nke ụlọ arụnyere na 2022 ga-abụ 7.3GW/15.9GWh, + 200%/280% kwa afọ. Dị ka njedebe nke 2023, mkpokọta arụnyere ike nke nchekwa ike ọhụrụ na China bụ 34.5GW/74.5GWh.
(2) data ntinye ego nchekwa ike nke China: Ike ntinye aka nke oru nchekwa nchekwa ike ụlọ site na mmalite nke 2024 ruo ugbu a bụ 3.24GWh, nke ikike ntinye nke ọrụ nchekwa nchekwa ike ụlọ na January bụ 3.24GWh; Ike ntinye nke sistemu nchekwa nchekwa ike ụlọ na 2023 bụ 82.8GWh, na 2022 Usoro nchekwa nchekwa ike ụlọ kwa afọ bụ 22.7GWh.
(3) Nkwekọrịta nchekwa ike nke China na-emeri data: Ngụkọta ọnụ ahịa nke sistemu nchekwa ike ụlọ na 2023 bụ 22.7GW/65.7GWh, + 257%/+ 383% kwa afọ; nke Q4 meriri 13.6GW/27.0GWh.
Ọnụ ahịa cell batrị nke China Nchekwa Ike Ike, Ahịa, na Nkwuputa Sistemụ Nchekwa Ike
(1) Nkwupụta nke cell batrị nchekwa ike Prismatic (100Ah) n'izu a kwụsiri ike na 0.460RMB / Wh; nhota na mmalite nke 2024 bụ 0.460RMB / Wh, na ngụ ugbu a dị larịị; Nkwupụta nke mkpụrụ ndụ batrị Prismatic ike nchekwa batrị (280Ah) dara site na 0.010RMB / Wh n'izu a, bụ 0.430 RMB / Wh; nhota na mbido 2024 bụ 0.440RMB/Wh, na ngụ ugbu a dara site na 0.010RMB/Wh.
(2) Na Disemba 2023, ire batrị nchekwa ike ụlọ bụ 18.0GWh, + 13% kwa ọnwa; nke olu mbupụ bụ 5.5GWh, + 13% kwa ọnwa. N'afọ 2023, ọnụ ọgụgụ ire ere nke batrị nchekwa ike ụlọ ga-abụ 113.4GWh, nke olu mbupụ ga-abụ 25.2GWh.
(3) Na Jenụwarị 2024, nkezi ọnụahịa nke sistemu nchekwa nchekwa ike ụlọ bụ 0.94 RMB/Wh.
Ọnụ ahịa ọkụ eletrik na Europe na United States
(1) United States: Site na Jenụwarị 8 ruo Jenụwarị 9, 2024 (data ọhụrụ), ọnụ ahịa ọkụ eletrik dị arọ na nnukwu mgbanwe mgbanwe US bụ US$62.6/MWh, mmụba nke 11% site na izu gara aga yana mmụba nke 35 % site na mbido 2024.
(2) Germany: Dị ka nke 2023Q4, ọnụahịa ọkụ eletrik German bụ 82.27 euro / MWh, gbadaa 57% afọ n'afọ, gbadata 9% ọnwa kwa ọnwa, gbadata 29% site na mmalite nke 2023, gbadata 78 % site na akụkọ ihe mere eme dị elu na 2022Q3. Na 2022Q3, ọnụ ahịa ọkụ eletrik German ruru nnukwu akụkọ ihe mere eme, ebe ọ bụ na 2022Q4, ọnụ ahịa ọkụ eletrik anọgidewo na-ada.
Index ọnụahịa PPA ume ọhụrụ na Europe na United States
Europe: Nkezi nhota nke European ike mmeghari ume PPA na 2023Q3 bụ ihe dịka 87 euro/MWh, + 17% afọ na afọ yana + 2% ọnwa kwa ọnwa. na:
Ọgbọ ike fotovoltaic: Nkezi nhota nke European fotovoltaic ike ọgbọ PPA ọrụ na Q3 2023 bụ 74 euro / MWh, + 7% afọ na afọ na + 3% ọnwa kwa ọnwa;
Ike ikuku: Nkezi nhota nke ike ikuku Europe PPA na 2023Q3 bụ 100 euro/MWh, + 26% kwa afọ na + 2% ọnwa kwa ọnwa. Ọchịchọ Spain maka ike ikuku na-aga n'ihu na-eto, na-ebuli ọnụ ahịa ike ikuku Europe PPA na Q3. N'otu oge ahụ, ihe isi ike n'inweta akwụkwọ ikike, mmegide obodo, na ịrị elu ego ego emewo ka usoro mmepe nke ike ikuku Europe dịkwuo ogologo ma tinye nnukwu nrụgide na mmefu mmepe.
North America: Nkezi nhota nke ike mmeghari ume PPA na North America na 2023Q3 bụ ihe dịka US$54.4/MWh, +18% kwa afọ na + 2% ọnwa kwa ọnwa. Ntụkọ ọnụ ahịa ume ọhụrụ PPA nke North America ka na-arị elu kemgbe 2019Q1.
Ike arụnyere ikike nchekwa ike na United States
Nchekwa ike US arụnyere data ikike: 4.81GW / 15.06GWh nke ikike arụnyere ọhụrụ na ahịa nchekwa ike US na Q1-Q3 2023, + 29%/+ 39% afọ n'afọ; dị ka ọnụ ọgụgụ EIA si kwuo, mgbakwunye ikike nchekwa ike US ọhụrụ site na Jenụwarị ruo Nọvemba 2023 Ike arụnyere karịrị 5.42GW. N'ihe gbasara ike arụnyere agbakwunyere, dịka nke 2023Q3, ike arụnyere ike nke ahịa nchekwa ike US bụ 15.87GW/44.14GWh.
2023Q3 nchekwa ike arụnyere ikike: Na 2023Q3, ikike arụnyere ọhụrụ nke ahịa nchekwa ike US bụ 2.35GW / 7.32GWh, + 64%/+ 48% afọ na afọ, yana + 40%/+ 31% ọnwa-na -ọnwa. N'ime ha, na 2023Q3, ikike arụnyere ọhụrụ nke nchekwa ike ịba uru na United States bụ 2.16GW / 6.85GWh, + 71%/+ 52% afọ na afọ, yana + 43%/+ 34% ọnwa-na- onwa; ike arụnyere ọhụrụ nke nchekwa ike ezinụlọ bụ 0.17GW/0.38GWh, +71% kwa afọ. 4%/-5%, +21%/+0% ọnwa-na-ọnwa; ike arụnyere ọhụrụ nke ụlọ ọrụ mmepụta ihe na nchekwa nchekwa azụmahịa bụ 0.03GW/0.09GWh, + 3%/+ 37% afọ n'afọ, + 0%/-16% ọnwa kwa ọnwa.
Amụma nke Ike arụnyere ikike nchekwa ike na United States
US ike-ọkwa (n'elu 1MW) nchekwa ike arụnyere ikike site na Jenụwarị ruo Nọvemba 2023: Na Nọvemba, ikike arụnyere ọhụrụ nke nchekwa ike karịa 1MW na US bụ 0.43GW (ọnụahịa amụma n'ọnwa gara aga bụ 1.54GW), +438% + 43% kwa ọnwa kwa ọnwa. 138%; site na Jenụwarị ruo Nọvemba 2023, United States nwere 4.99GW nke ikike nchekwa ike arụnyere ọhụrụ nke 1MW na karịa, mmụba otu afọ n'afọ nke 30%.
Nchekwa ike arụnyere amụma ikike na 2023/2024: Site na Disemba 2023 ruo na njedebe nke 2024, a na-eme atụmatụ ikike nchekwa ike ọhụrụ nke 1MW na karịa ugbu a iru 16.94GW; N'ime nke a, atụmatụ nchekwa ike arụnyere ikike na Disemba 2023 bụ 2.35GW, ya bụ ikike nchekwa ike kwa afọ na 2023 na-atụ anya iru 7.35GW (amụma n'ọnwa gara aga bụ 8.55GW), + 78% kwa afọ. Ezubere ike nchekwa ike arụnyere na 2024 bụ 14.59GW (amụma n'ọnwa gara aga: 14.91GW), + 99% kwa afọ. A na-emelite data nrụnye a zubere mgbe niile.
Ọnọdụ Ndepụta Ngwaahịa nke Nchekwa Ike Ụlọ na Europe na amụma nwụnye zuru ụwa ọnụ
Na 2023H1, ahịa ahịa nchekwa ike ụlọ Europe mụbara ihe dịka 5.1GWh. Q2 agbariela ngwa ahịa ahụ na njedebe nke 2022 (5.2GWh), ngwa ahịa fọdụrụnụ bụ ihe dịka 6.4GWh, nke dị ihe dị ka ọnwa 8 nke arụnyere ikike n'ahịa nchekwa ezinụlọ nke Europe. Dị ka amụma EESA si kwuo, oke ahịa nchekwa ike ezinụlọ nke Europe ga-eru 9.57GWh na 2023, na mkpochapụ ngwa ahịa na ọkara nke abụọ nke afọ ga-eru ihe dịka 4.47GWh; mkpochapụ ngwa ahịa ga-aga n'ihu ruo na njedebe nke 2023, na ọkwa ngwaahịa ngwaahịa Europe ga-alaghachi n'ọtụtụ ezi uche (ihe dị ka 4.5GWh) na njedebe nke 2023. GWh).
N'afọ 2023, a na-atụ anya na ndị isi obodo gburugburu ụwa ga-agbakwunye ihe karịrị 12GWh nke ikike nchekwa ezinụlọ; na 2022, ụwa zuru ụwa ọnụ ahịa nchekwa nchekwa ike ga-agbakwunye 7.38GWh nke arụnyere ọhụrụ, nke CR5 (Germany, Italy, Japan, United States, na Australia) bụ 75.6%. N'ime ha, ikike ọhụrụ arụnyere nke nchekwa ike ezinụlọ na Germany ga-anọgide na-enwe uto siri ike na 2023, na ikike arụnyere ọhụrụ ruru 3.51GWh na nkeji atọ mbụ, mmụba nke 84% ma e jiri ya tụnyere afọ dum nke 2022. Ọsọ nrụnye ugbu a na Germany, a na-atụ anya na a ga-agbakwunye ikike arụnyere ọhụrụ na 2023. Ike arụnyere ọhụrụ bụ 4.34GWh, + 136% afọ na-afọ.
Ike arụnyere ikike nchekwa ike na Europe
European ike nchekwa arụnyere ikike na 2023H1: European ike nchekwa nwere arụnyere ikike nke 7.3GWh na 2023H1, nke ezinụlọ ike nchekwa nwere arụnyere ikike nke mkpokọta 4.6GWh, na nnukwu nchekwa nchekwa na ụlọ ọrụ na azụmahịa ike nchekwa nwere ngụkọta arụnyere ikike. nke 2.7GWh. A na-atụ anya na Europe ga-enwe ike arụnyere 7.3GWh na 2023. Ike arụnyere ga-abụ 17GWh, nke nchekwa ike ezinụlọ ga-enwe ike arụnyere nke 9GWh, na nnukwu nchekwa nchekwa ike na ụlọ ọrụ mmepụta ihe na nke azụmahịa ga-enwe. ike arụnyere 8GWh.
Nchekwa ike Europe arụnyere ikike na 2022: Europe ga-enweta 4.5GW nke ike nchekwa ike arụnyere na 2022, mmụba nke afọ na 80.9%, gụnyere ihe dịka 2GW nke nchekwa ike dị ukwuu na ụlọ ọrụ mmepụta ihe na azụmahịa, yana ihe dị ka 2.5GW nke nchekwa ike ezinụlọ; N'ime ya, Germany ga-enwe ngụkọta nke 2.5GW nke ike nchekwa ike na 2022. Ike arụnyere bụ ihe dịka 1.5GW, mmụba nke afọ nke 70.0% nke afọ, nke ike nchekwa ezinụlọ nke Germany arụnyere ikike bụ 1.2GW, nnukwu ibu. ikike arụnyere nchekwa bụ 0.2GW, na ikike nchekwa nchekwa ụlọ ọrụ na azụmaahịa bụ 0.1GW. Germany bụ ahịa nchekwa ike kachasị na Europe. Na 2022, Germany ga-aza ihe dịka 34% nke ikike nchekwa ike arụnyere na Europe.
Okpokoro Nchaji Ụlọ: Ọnọdụ ugbu a na mmepe
(1) Na Disemba 2023, 100,000 ọhụrụ nchaji ọhaneze agbakwunyere na mba ahụ, + 51% kwa afọ na -1% ọnwa kwa ọnwa; N'ime ya 54,000 DC agbakwunyere ikpo ọkụ, na-aza 54.1%, -4.3pct kwa ọnwa. Na 2023, 926,000 ọhụrụ nchaji nchaji ọha ga-agbakwunye na mba ahụ, + 43% kwa afọ; nke a ga-agbakwunye 442,000 ọhụrụ DC cha cha cha cha, + 52% kwa afọ.
(2) Dị ka nke Disemba 2023, ọnụ ọgụgụ ndị na-akwụ ụgwọ ọha na eze bụ nde 2.726, nke 1.203 nde DC na-akwụ ụgwọ, na-aza 44.1%, +1.8pct kwa afọ na +0.3pct kwa ọnwa.
(3) N'ime Disemba 2023, oke mmụba nke ikpo ụgbọ ala ga-abụ 3.6; Mmụba oke nke ikpo ụgbọ ala ọha ga-abụ 11.9.
(4) N'ime Disemba 2023, mkpokọta ike nke ikpo ego ọha na eze na mba niile bụ ihe dịka nde 82.56 kW, mmụba nke 4.77 nde kW site na ọnwa gara aga; ọnụego ojiji nchaji bụ ihe dịka 6.20%, +0.46pct kwa afọ yana -0.12pct ọnwa kwa ọnwa.
(5) Dị ka amụma nke China Charging Alliance si kwuo, 1.084 nde ọhụrụ nchaji ọhaneze na-atụ anya ka a ga-agbakwunye na China na 2024, + 17% kwa afọ; nke a ga-agbakwunye 526,000 DC cha cha cha cha, + 19% kwa afọ.
Okpokoro Nchaji nke mba ofesi: Ọnọdụ na mmepe
Mba EU 27: Dị ka n'ọgwụgwụ Disemba 2023, ọnụ ọgụgụ nke mkpochapụ ọha na eze na EU mba 27 bụ 621,000, mmụba nke 17,000 site na njedebe nke ọnwa gara aga; N'ime ya ọnụ ọgụgụ nke ikpo DC bụ 77,300, mmụba nke 3,000 site na njedebe nke ọnwa gara aga. Taiwan ruru 12.4%, mmụba nke 0.1pct site na njedebe nke ọnwa gara aga.
United States: Ka ọ na-erule ngwụsị Disemba 2023, ọnụ ọgụgụ nke mkpochapụ ọha na eze na United States bụ 160,000, mmụba nke 2,000 site na njedebe nke ọnwa gara aga; nke ọnụ ọgụgụ DC piles bụ 38,000, mmụba nke 1,000 site na njedebe nke ọnwa gara aga, na-aza ajụjụ maka Ọ bụ 23.4%, mmụba nke 0.3pct site na njedebe nke ọnwa gara aga.
