Obvious Pattern of Capacity Differentiation: Cov tuam txhab roj teeb ua lag luam xws li CATL thiab BYD tau tuav lub peev xwm siv ntau dua 80% vim lawv cov khoom siv thev naus laus zis thiab cov neeg siv khoom zoo, nrog qee lub lag luam txawm tias muaj peev xwm ua haujlwm tag nrho. Hauv qhov sib piv, me me thiab nruab nrab- cov lag luam me (SMEs) feem ntau muaj peev xwm siv tau tsawg dua 30% vim kev siv thev naus laus zis rov qab thiab cov nqi siab, thiab qee qhov nyob rau hauv lub xeev ntawm kev kaw lossis ib nrab- kaw.
Accelerated Advancement ntawm Technological Innovation: Cov kev tawg tau ua rau hauv thaj tsam ntawm cov khoom siv - lub xeev cov roj teeb. CATL's sulfide tag nrho - khoom- lub xeev roj teeb tau ua tiav ib zaug - xov tooj ntawm lub zog ceev ntawm ntau dua 500 Wh / kg, thiab me me -batch ntau lawm yuav tsum pib rau xyoo 2027. Gotion High -Tech's automotive-qib 10}solid{10} roj teeb tag nrho "Jinshi Roj Teeb" muaj lub zog ceev tshaj 400 Wh / kg, thiab lub tsheb- cov ntaub ntawv pov thawj tau tsim nyob rau xyoo 2025. Tsis tas li ntawd, kev ceev{15}} them cov thev naus laus zis kuj tau ua tiav tas mus li. Lub Tianxing Logistics Super-Charging Version roj teeb tso tawm los ntawm CATL tuaj yeem ua tiav 4C super charging, ntxiv 60% SOC hauv 12 feeb, thiab muaj qhov ntev ultra{21}} ntev ntawm 350 km.
Cov yam ntxwv tshiab hauv Ntshuam thiab Export: Txij Lub Ib Hlis Ntuj txog Lub Cuaj Hli 2025, Tuam Tshoj tus nqi xa tawm ntawm lithium{1}} ion roj teeb tau txog 55.38 billion US las, ib xyoos - ntawm - xyoo nce ntawm 26.75%. Txawm li cas los xij, kev xa tawm mus rau Tebchaws Meskas tau poob qis, thiab kev lag luam xa tawm tau pom tus qauv ntawm "kev poob qis hauv Tebchaws Europe thiab nce hauv cov tebchaws Esxias yav Qab Teb". Hais txog kev ntshuam, Tuam Tshoj sab nraud dependence rau lithium cov peev txheej tseem nyob ntawm 58%, nrog rau cov khoom tseem ceeb yog Australia, Chile, Argentina, thiab lwm yam.
Txhim kho Profitability ntawm Enterprises: Muab CATL ua piv txwv, hauv thawj peb lub hlis twg ntawm 2025, CATL tau ua tiav tag nrho cov nyiaj tau los ntawm 283.1 billion yuan, ib xyoos - ntawm - xyoo nce ntawm 9.3%; nws cov nyiaj tau los ntawm cov tswv lag luam tau nce mus txog 49 billion yuan, ib xyoo tseem ceeb - ntawm - xyoo nce ntawm 36.2%; thiab nws tsis yog- cov nyiaj tau los ntawm cov tswv lag luam yog 43.6 billion yuan, ib xyoos - ntawm- xyoo nce ntawm 35.6%, uas qhia txog kev txhim kho hauv cov txiaj ntsig tau zoo.
Ntxiv Ntxiv rau Kev Lag Luam Concentration: Cov tuam txhab ua lag luam tau teb rau qhov kev thov nce ntxiv los ntawm kev nthuav dav ntxiv. Piv txwv li, tom qab lub commissioning ntawm lub thib ob theem ntawm CATL lub Luoyang lub hauv paus, nws txhua xyoo muaj peev xwm nce los ntawm 30 GWh, thiab lub thib peb thiab thib plaub theem ntawm peb tes num yog ceev. BYD tau tshaj tawm qhov tshiab 5 billion yuan fais fab roj teeb muaj peev xwm nthuav dav hauv Zhengzhou. Nrog rau kev nthuav dav ntawm cov lag luam ua lag luam thiab kev tshem tawm ntawm SMEs, kev lag luam concentration tau nce ntxiv.
