I-Global Energy Storage Battery Cell Market Dynamics ku-Q1 2024

Ngekota yokuqala ka-2024, umthamo wokuthunyelwa komhlaba wonke wamaseli okugcina amandla ufinyelele ku-38.82 GWh, omele ukwehla ngo-2.2% uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule. Izinkampani ezinhlanu eziphezulu ngokwenani lokuthunyelwa zihlala zifana:I-CATL, EVE, REPT, BYD, ne-Hithium.Esilinganisweni sokuthunyelwa kwamaseli okugcina amandla, i-CATL igcine indawo yayo ehamba phambili. Kodwa-ke, i-BYD, ebilokhu ibambe indawo yesibili, iphume kwabathathu abaphezulu, kwathi u-EVE no-REPT bakhuphukela endaweni yesibili neyesithathu, ngokulandelana.

Kusukela ngo-Q1 2024, i-CR10 yemboni yamaseli okugcina amandla emhlabeni wonke ibingu-90.9%, ikhombisa ukwehla ngo-1.1% uma kuqhathaniswa no-2023. I-CR5 ibingu-71.4%, okukhombisa ukwehla ngo-5.3% kunonyaka odlule. Lokhu kukhombisa ukuhlukahluka okuncane emakethe, nezinkampani eziningi ezizuza isabelo semakethe.

Ngekota yokuqala ka-2024, izinkampani ezintathu eziphambili ekuthunyelweni kwamaseli okugcina amandla emhlabeni bekuyi-CATL, EVE, kanye ne-REPT. Lokhu kushintsha kwamazinga kugqamisa ukuguquguquka kwemakethe yokugcina amandla kanye namasu okuncintisana asetshenziswa izinkampani eziphambili.

Intuthuko ebalulekile embonini ukusungulwa kwefektri entsha yokugcina amandla, ezosebenza ngokukhethekile ekukhiqizeni umkhiqizo wokugcina amandla kaTesla, iMegapack. Le fekthri ekuqaleni ihlelelwe ukuthi ibe namandla okukhiqiza ngonyaka wamayunithi ayi-10,000, namandla okugcina amandla asondele ku-40 GWh. Lesi sinyathelo sigcizelela isidingo esikhulayo sezixazululo zokugcina amandla kanye nokubaluleka okwandayo kwezinhlelo ezinkulu zokugcina amandla ekusekeleni ukuhlanganiswa kwamandla avuselelekayo kanye nokuzinza kwegridi.

Ukubusa okuqhubekayo kwe-CATL emakethe yamaseli okugcina amandla kugcizelela isikhundla sayo esiqinile nokusebenza okungaguquki ekuhlangabezaneni nezidingo zemakethe. Ikhono le-CATL lokugcina isikhundla sayo esihamba phambili libonisa uchungechunge lwayo lokuhlinzekwa kwempahla oluqinile, intuthuko yezobuchwepheshe, nobudlelwano obunobuhlakani.

Ukukhuphukela kwesibili kwe-EVE kubonisa imizamo yayo ephumelelayo yokwandisa umthamo wayo wokukhiqiza nokuthuthukisa ubukhona bayo bemakethe. Ukugxila kwenkampani ekusunguleni nasekusebenzeni kahle kuyivumele ukuthi ibambe ingxenye enkulu yemakethe.

Ngokufanayo, ukukhuphukela kwe-REPT endaweni yesithathu kugqamisa umkhawulo wayo wokuncintisana emakethe yokugcina amandla. Ukutshalwa kwezimali kwamasu kwenkampani kwezobuchwepheshe kanye nokwandisa umthamo kuye kwayenza yakwazi ukwenza ngcono isimo sayo emakethe kakhulu.

Naphezu kokwehla okuphelele kwevolumu yokuthunyelwa, imboni ibona izinyathelo zamasu ezifana nokusungulwa kwezimboni ezikhethekile zemikhiqizo edingeka kakhulu njengeMegapack. Lezi zinguquko zikhombisa umbono omuhle ngemakethe yokugcina amandla, ngokukhula kwezimali ezitshaliwe kanye nezinto ezintsha ezithuthukisa ukukhula.

Ukwehla kwamamethrikhi e-CR5 kanye ne-CR10 kuphakamisa isimo semakethe esincintisana kakhulu futhi esihlukahlukene. Abadlali abasha bangase bangene emakethe, futhi izinkampani ezikhona zilungisa amasu azo ukuze zivumelane nokushintshashintsha kwemakethe.

Sekukonke, ikota yokuqala ka-2024 ilethe izinguquko eziphawulekayo kanye nentuthuko embonini yamaseli okugcina amandla emhlabeni jikelele. Ukugxila ekusungulweni kwezinto ezintsha, ukuma kwemakethe, nokusebenzisana kwamasu kuzoqhubeka nokubumba ikusasa lale mboni ethuthukayo ngokushesha, kubhekwane nesidingo esikhulayo sezixazululo ezisebenza kahle nezisimeme zokugcina amandla.

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