Chiyambi cha 2022: kuwonjezeka kwakukulu kwa 15%, kuwonjezeka kwa mtengo wamabatire amphamvuimafalikira pamakampani onse

Mwachidule

Otsogolera angapo abatire la mphamvumakampani ananena kuti mtengo wa mabatire mphamvu zambiri kukwera ndi oposa 15%, ndipo makasitomala ena chawonjezeka ndi 20% -30%.

Kumayambiriro kwa 2022, malingaliro amitengo akuwonjezeka mumndandanda wonse wamakampanimabatire amphamvuzafalikira, ndipo kukwera kwamitengo kwamveka motsatizanatsatizana.

Pankhani ya magwiridwe antchito, mitengo yamagalimoto amagetsi atsopano yakwera palimodzi.Mtengo wa magalimoto amagetsi atsopano wakhala wamphamvu nthawi zonse, ndipo potsirizira pake unathyola chitetezo, ndikukweza mtengo wamtengo wapatali, kuyambira zikwi za yuan mpaka makumi zikwi za yuan.

Kuyambira ulendo woyamba wa mitengo yamtengo wapatali kumapeto kwa chaka chatha, msika watsopano wa magalimoto amphamvu wayambitsa ulendo wachiwiri wokwera mtengo.Malinga ndi ziwerengero zosakwanira, pafupifupi makampani agalimoto a 20 alengeza kuwonjezereka kwamitengo yamitundu yawo yatsopano yamagetsi, kuphatikiza Tesla, BYD, Xiaopeng, SAIC Roewe, Volkswagen, ndi zina zotero, zomwe zimadziyimira pawokha, zothandizidwa ndi ndalama zakunja, mgwirizano ndi magulu atsopano, kuphatikiza ambiri monga zitsanzo zingapo.khumi.

Mwachitsanzo, BYD idalengeza pa February 1 kuti isintha mitengo yake yowongoleramphamvu zatsopanozitsanzo zokhudzana ndi Dynasty ndi Ocean.ine, Yuan Pro, Han EV/DM, Tang DM-i, 2021 Tang DM, Dolphin ndi mitundu ina yotentha yogulitsa, kuwonjezeka ndi 1,000-7,000 yuan.

Zomwe zimayendetsa galimoto zomwe zimayambitsa kukwera kwamtengo pamsika wamagetsi atsopano ndi: choyamba, chithandizo chatsika ndi 30%, kuchepetsa 5,400 yuan panjinga pa 400km zomwe zimakwaniritsa;chachiwiri, kusowa kwa ma cores ndi mitengo yamtengo wapatali yamtengo wapatali kwachititsa kuti pakhale ndalama zambiri;chachitatu, , mtengo wabatire la mphamvuimafalitsidwa, ndipo fakitale yaikulu ya injini imakakamizika kusintha mtengo, ndipo potsirizira pake alibe chochita koma kufalitsa mtengo wamtengo wapatali kumsika wotsiriza.

Mtengo wamabatire amphamvunthawi zambiri idakwera kuposa 15%.Chiwerengero chabatire la mphamvuakuluakulu a kampani anauza Gaogong Lithium kuti mtengo wamabatire amphamvunthawi zambiri yakwera ndi 15%, ndipo makasitomala ena awonjezeka ndi 20% -30%.

"Sizingakhalire ngati sichiwuka" yakhala yopanda thandizo komanso mawu enieni amakampani a batri.

Kuyambira 2021, msika wamagetsi watsopano wapanyumba wakhala ukuvuta komanso kufunikira kokwanira, komanso mitengo yayikulu.lithiamu batirezipangizo zapitiriza kukwera, kuyendetsa mtengo wa mabatire amphamvu kuti ukwere kwambiri.

Chaka chatha, makampani a batri adatenga ndikugaya kwambiri kukakamiza kokwera pamitengo yamafuta.Mu 2022, kusowa kwa zida zopangira komanso kukwera kwamitengo sikungolepheretsedwa, koma kukulirakulira.Kupanikizika kwamitengo yamakampani a batire ndikwambiri, ndipo sikungathekenso kuyitumiza kumakampani amagalimoto.

“Sizigwira ntchito ngati sichiwuka.Mu 2022, mtengo wamabatire amphamvuikwera ndi 50% poyerekeza ndi chaka chatha.Woyang’anira kampani ya mabatire ananena mosapita m’mbali kuti zipangizo zosungiramo katundu zakhala zikugwiritsidwa ntchito kalekale, ndipo mitengo ikukwerabe.Poganizira zandalama zokulitsa mphamvu, kukakamizidwa kwamakampani a mabatire ndikokwera kwambiri.ndi chachikulu kwambiri.

Kusonkhana muzopangira ndi "kupenga".Mu 2022, mitengo ya zida zinayi zazikulu, nickel/cobalt/lithium/copper/aluminium, lithium hydroxide, lithium carbonate, lithium hexafluorophosphate, PVDF, VC, etc. idzakwera palimodzi, ndipo zida zina zothandizira zidakwera kangapo poyerekeza ndi kumayambiriro kwa chaka, kusonyeza "kudumpha" chitsanzo.

Kutenga lithiamu carbonate, yomwe ndi yogwira kwambiri pakuwonjezeka kwa mtengo, mwachitsanzo, mtengo wapakati wa batire la lithiamu carbonate pa Tsiku la Chaka Chatsopano mu 2022 ndi 300,000 yuan/tani, kuwonjezeka kwa 454% kuchokera pamtengo wapakati wa 55,000 yuan. /ton kumayambiriro kwa chaka chatha.Nkhani zaposachedwa, kuyambira pano, mawu athunthu a batri grade lithiamu carbonate afika pa 420,000-465,000 yuan / ton, ndipo msika wanena kuti "makasitomala omwe amabwera kudzagula lithiamu carbonate samafunsa mtengo, adzalandira. akakhala ndi katundu”, zomwe zikuwonetsa kuchuluka kwa kuchepa kwa zinthu komanso kufunikira.

Deta yamakampani ikuwonetsa kuti pamagalimoto oyera amagetsi, mtengo wa lithiamu carbonate ukakwera mpaka 300,000 yuan / tani, mtengo wagalimoto yoyera yamagetsi imakwera pafupifupi 8,000 yuan;pamene mtengo wa lithiamu carbonate ukukwera kufika ku 400,000 yuan / tani, mtengo wa galimoto yamagetsi wakwera pafupifupi 11,000 yuan.

Kutengera izi, chigamulo chogwirizana pamakampani ndikuti mtengo wazinthu zopangira ukupitilira kukwera, ndikupangitsa mtengo wa zinthu.mabatire amphamvukuonjezera kupyola pazipita kukanikiza osiyanasiyana makampani batire, ndi kuthamanga mtengo ndi yaikulu.

M'malo mwake, chifukwa cha kuchuluka kwamitengo yamafuta, mtengo wazongoyerekeza wa maselo ndibatiremachitidwe adakwera kuposa 30% kale kuposa 2021Q3, ngakhale poganizira zotsatira za mgwirizano wa nthawi yaitali, mphamvu zamalonda, voliyumu yogula, nthawi ya akaunti, ndi zina zotero pa mtengo weniweni wogula, ndi Zinthu monga ntchito ya batri yogulitsa katundu, zokolola , ndi kukwera mtengo kwa magulu kuti agwirizane ndi kukwera kwa mtengo wa zinthu zina, ndi mtengo wa kukwera kwa mitengo yamtengo wapatali yomwe imaperekedwa kubatire la mphamvumbali imakhalanso ndi pafupifupi 20% -25%.

Komabe, kuyambira 2022, zida zopangira zidapitilirabe kukwera, ndipo mtengo wazinthu zopangira kumapeto kwa cell wakula ndi 50% poyerekeza ndi chaka chatha, chomwe ndi chomvetsa chisoni kwambiri kwamakampani ambiri mabatire omwe ali pafupi. za phindu mu 2021. "Showdown" ndi OEMs, kufunafuna kukumba zina zokakamiza pansi.

Kwa gawo lachitatu ndi lachinayibatiremakampani omwe ali ndi kukula kochepa komanso mphamvu zofooka zachuma, ndizomvetsa chisoni kwambiri.Atsala pang'ono kukumana ndi zinthu zochititsa manyazi kuti sangapeze katunduyo ndipo sangathe kupanga ndi maoda.

Komabe, ngakhale makampani omwe ali ndi mabatire akuluakulu omwe ali ndi mphamvu zazikulu komanso zotsatsa zolimba sizingafanane ndi liwiro lakukwera kwamitengo yamafuta chifukwa cha kutseka kwawo kwanthawi yayitali komanso kutseka kwazinthu zopangira.Mtengo wa mabatire wakweranso pamlingo wina wake.Mwachitsanzo, BYD adalengeza kumayambiriro kwa November chaka chatha kuti mtengo wazinthu zina za batri uyenera kuwonjezeka ndi zosachepera 20%.

Pakalipano, kukwera kwa mitengo ya batri kwasintha kuchoka ku digito ndi mphamvu yaying'ono kupita ku mphamvu ndikusungirako mphamvu, ndipo makampani amtundu wachiwiri ndi wachitatu apita patsogolo kumakampani otsogola, ndipo apititsidwa kwathunthu kumisika yakutsika komanso ngakhale misika yotsika.

Poyang'anizana ndi kukwera kwamitengo kwatsopano, gulu lonse la magalimoto opangira mphamvu zatsopano likuwunika mwachangu malingaliro ochepetsera mtengo ndi njira zothanirana ndi vutoli ndikuwonetsetsa kukula kokhazikika komanso kofulumira kwamakampani amagetsi atsopano.

Poyang'anizana ndi kufalikira kwa mitengo, chinthu chofunikira kwambiri kwa OEMs ndikukulimbikitsani kuti muchepetse mtengo m'miyeso yonse, kuphatikiza kupanga matekinoloje atsopano ndi makampani a batri, kuwongolera zizindikiro zaukadaulo wazinthu, kupanga mpikisano wosiyana, ndikuwongolera mpikisano wonse. za msika wazinthu, etc.

Kuphatikiza apo, ma OEM ena amasankha kuchitapo kanthu kuti achepetse kukhazikitsidwa kwamitundu yatsopano, kuti achepetse kutayika, lingalirani mwachangu kuchepetsa kupanga ndi kugulitsa kwamitundu ndikutayika kwakukulu, ndipo m'malo mwake kulimbikitsa zitsanzo zapakati mpaka zapamwamba ndi luntha lapamwamba komanso mapindu abwinoko.

Mwachitsanzo, njira ya kampani yamagalimoto sikuti iwonjezere mtengo wamitundu yayikulu, koma kutembenuza zinthu zanzeru zosankhidwa kukhala zida zokhazikika, kuti athe kuthana ndi kukwera kwamitengo ndikuchepetsa kukana kwa ogula pakukwera kwamitengo.

Kwa ma OEM ena amtundu wa A00, njira zawo ndizosiyana.Mwachitsanzo, mtundu wa Great Wall wa A00 wogulitsidwa kwambiri Black Cat ndi White Cat adachitapo kanthu kusiya kuyitanitsa.OEM ina ya A00-level idati mtsogolomo, ikhoza kusiya mwakufuna thandizo, kuchepetsa malonda.batiremoyo ndi katundu maudindo, ndi kupulumutsa malonda ndi benchmarking Hongguang Mini EV.

Kwa makampani a batri, zoyesayesa zonse ziyenera kuchitidwa kuti achepetse ndalama zamkati ndikuwongolera bwino.Makampani ena a batri amavomereza kuti palibe malo ambiri ochepetsera mtengo muukadaulo wazinthu, komanso momwe mungapititsire bwino kupanga bwino komanso kukhala kofunika kwambiri;pa nthawi yomweyo, m'malo m'nyumba mu tchipisi otsika amafuna ndi madera ena nawonso ikupita patsogolo.

Pazonse, mtengo wazinthu zopangira ukupitilira kukwera, komanso kukwera mtengo kwamabatire amphamvundi chiganizo chodziwikiratu.Mphamvu ya batrimakampani akuyenera kuphwanya pang'onopang'ono mgwirizano wosavuta wogula ndi kugulitsa m'mbuyomu, kupanga mtundu watsopano waubwenzi, kuchita mgwirizano wanzeru pamlingo wokulirapo komanso mozama, kulimbikitsa chitukuko chogwirizana chamakampani ogulitsa, ndikukonzanso njira zatsopano zoperekera zinthu. chitsanzo.

Pankhani ya njira zopangira zida, makampani opanga mabatire amphamvu akufulumizitsanso njira yotsekera zopangira.Posaina mapangano otsimikizira zogulitsira ndi ogulitsa, kuyika ndalama m'magawo, kukhazikitsa mabizinesi ogwirizana, ndikuwunika mwachangu ogulitsa atsopano, kulowa mkati mwa kugula zinthu zofunika kwambiri, masanjidwe a mineral resources, ndi masanjidwe obwezeretsanso mabatire, ndikupititsa patsogolo mpikisano wamakampani ogulitsa zinthu. .