Thaum pib ntawm 2022: qhov nce ntawm ntau dua 15%, tus nqi nce ntawm cov roj teeb hluav taws xob kis thoob plaws tag nrho cov kev lag luam saw

Thaum pib ntawm 2022: qhov dav dav nce ntau dua 15%, tus nqi nce ntawmroj teeb fais fabkis thoob plaws tag nrho kev lag luam saw

Cov ntsiab lus

Ntau tus thawj coj ntawmroj teeb fais fabcov tuam txhab tau hais tias tus nqi ntawm cov roj teeb fais fab feem ntau tau nce ntau dua 15%, thiab qee cov neeg siv khoom tau nce 20% -30%.

Thaum pib ntawm 2022, qhov kev xav ntawm tus nqi nce hauv tag nrho kev lag luam saw ntawmroj teeb fais fabtau kis mus, thiab tus nqi nce tau hnov ​​ib tug tom qab lwm tus.

 

Hais txog kev ua haujlwm ntawm lub davhlau ya nyob twg, tus nqi ntawm cov tsheb tshiab lub zog tau nce ua ke.Tus nqi ntawm lub zog tshiab lub tsheb yeej ib txwm muaj zog, thiab thaum kawg rhuav tshem kev tiv thaiv, teeb tsa tus nqi loj ntawm kev nce nqi, txij li ntau txhiab yuan mus txog kaum txhiab yuan.

 

Txij li thawj puag ncig ntawm tus nqi nce siab thaum kawg ntawm xyoo tas los, lub zog tshiab lub tsheb lag luam tau nce mus rau qhov thib ob ntawm kev nce nqi.Raws li kev txheeb cais tsis tiav, ze li ntawm 20 lub tuam txhab tsheb tau tshaj tawm tus nqi nce rau lawv cov qauv hluav taws xob tshiab, suav nrog Tesla, BYD, Xiaopeng, SAIC Roewe, Volkswagen, thiab lwm yam, suav nrog kev ywj pheej, nyiaj txiag txawv teb chaws, kev sib koom tes thiab cov tub rog tshiab, suav nrog. ntau li ntau tus qauv.kaum.

 

Piv txwv li, BYD tshaj tawm rau Lub Ob Hlis 1 tias nws yuav hloov kho nws cov nqi qhia ntawv raulub zog tshiabqauv hais txog nws Dynasty thiab Dej Hiav Txwv.i, Yuan Pro, Han EV/DM, Tang DM-i, 2021 Tang DM, Ntses taub ntswg ntev thiab lwm yam kub-muag qauv, qhov nce yog 1,000-7,000 yuan.

 

Lub ntsiab tsav tsheb tom qab tus nqi nce hauv kev lag luam tsheb tshiab lub zog yog: thawj zaug, cov nyiaj pab tau poob qis los ntawm 30%, txo 5,400 yuan rau tsheb kauj vab tshaj 400km uas ua tau raws li tus qauv;Thib ob, qhov tsis muaj cov cores thiab cov khoom siv raw khoom siab tau ua rau cov nqi siab;peb, , tus nqi ntawmroj teeb fais fabyog kis tau tus mob, thiab lub ntsiab cav lub Hoobkas raug yuam kom kho tus nqi, thiab thaum kawg tsis muaj kev xaiv tab sis xa cov nqi siab mus rau qhov kawg kev ua lag luam.

 

Tus nqi ntawmroj teeb fais fabfeem ntau sawv los ntawm ntau tshaj 15%.Ib tus lej ntawmroj teeb fais fabcov thawj coj hauv tuam txhab hais rau Gaogong Lithium tias tus nqi ntawmroj teeb fais fabfeem ntau tau nce ntau dua 15%, thiab qee cov neeg siv khoom tau nce 20% -30%.

 

"Nws tsis tuaj yeem nyob ntev yog tias nws tsis sawv" tau dhau los ua qhov tsis muaj txiaj ntsig tab sis kuj yog lub suab tiag tiag ntawm cov tuam txhab roj teeb.

 

Txij li xyoo 2021, tag nrho cov khoom siv hluav taws xob hauv tsev tshiab kev lag luam tau nyob hauv lub xeev ntawm cov khoom siv nruj thiab kev xav tau sib npaug, thiab cov nqi ntawm cov khoom loj.lithium roj teebcov ntaub ntawv tau nce mus ntxiv, tsav cov nqi ntawm cov roj teeb hluav taws xob kom nce siab.

 

Xyoo tas los, cov tuam txhab roj teeb tau coj thiab zom feem ntau ntawm kev nce siab ntawm cov nqi raw khoom.Hauv xyoo 2022, qhov tsis txaus ntawm cov khoom siv raw thiab tus nqi nce yuav tsis tsuas yog txwv tsis pub, tab sis yuav hnyav dua.Tus nqi siab ntawm cov tuam txhab roj teeb yog qhov loj, thiab nws tseem tsis muaj txiaj ntsig kom xa nws mus rau cov tuam txhab tsheb.

 

“Nws yuav tsis ua haujlwm yog tias nws tsis sawv.Hauv 2022, tus nqi ntawmroj teeb fais fabyuav nce tsawg kawg yog 50% piv rau xyoo tas los. "Tus neeg saib xyuas lub tuam txhab roj teeb tau hais tsis ncaj hais tias cov khoom siv raw rau kev khaws cia tau siv ntev heev, thiab cov nqi ntawm cov khoom siv raw tseem nce siab.Muab rau hauv tus account cov nyiaj rau kev nthuav dav, lub siab ntawm cov tuam txhab roj teeb yog siab heev.loj heev.

 

Kev sib tw hauv cov khoom siv raw yog "vwm".Xyoo 2022, tus nqi ntawm plaub yam khoom tseem ceeb, npib tsib xee / cobalt / lithium / tooj liab / txhuas, lithium hydroxide, lithium carbonate, lithium hexafluorophosphate, PVDF, VC, thiab lwm yam. thaum pib ntawm lub xyoo, qhia txog "dhia" qauv.

 

Noj lithium carbonate, uas yog qhov nquag tshaj plaws hauv tus nqi nce, piv txwv li, tus nqi nruab nrab ntawm cov roj teeb-qib lithium carbonate rau Hnub Xyoo Tshiab xyoo 2022 yog 300,000 yuan / ton, nce 454% ntawm tus nqi nruab nrab ntawm 55,000 yuan. /ton thaum pib ntawm xyoo tas los.Cov xov xwm tshiab tshaj plaws, raws li tam sim no, cov lus tshaj tawm ntawm cov roj teeb qib lithium carbonate tau mus txog 420,000-465,000 yuan / ton, thiab lub khw tau tshaj tawm tias "cov neeg siv khoom uas tuaj yuav lithium carbonate tsis nug tus nqi, lawv yuav tau txais. thaum lawv muaj cov khoom ", uas qhia txog qhov tsis txaus ntawm cov khoom siv thiab kev thov.

 

Cov ntaub ntawv kev lag luam qhia tau hais tias rau lub tsheb fais fab ntshiab, thaum tus nqi ntawm lithium carbonate nce mus txog 300,000 yuan / ton, tus nqi ntawm txhua lub tsheb fais fab ntshiab nce li ntawm 8,000 yuan;Thaum tus nqi ntawm lithium carbonate nce mus txog 400,000 yuan / tuj, tus nqi ntawm lub tsheb fais fab tau nce txog li 11,000 yuan.

 

Raws li qhov no, qhov kev txiav txim siab tsis sib haum xeeb hauv kev lag luam yog tias tus nqi ntawm cov khoom siv raw khoom txuas ntxiv mus, ua rau tus nqi ntawm cov khoom siv raw.roj teeb fais fabkom nce siab tshaj qhov siab tshaj plaws ntawm cov tuam txhab roj teeb, thiab tus nqi siab yog loj heev.

 

Qhov tseeb, vim qhov nce ntawm cov nqi raw khoom, theoretical nqi ntawm cov hlwb thiabroj teebcov tshuab tau nce ntau dua 30% ua ntej tshaj 2021Q3, txawm tias suav nrog qhov cuam tshuam ntawm kev koom tes mus ntev, kev sib txuas lus lub zog, kev yuav ntim, lub sijhawm ntawm tus account, thiab lwm yam ntawm cov nqi yuav khoom tiag tiag, thiab cov yam ntxwv xws li cov khoom siv roj teeb, cov khoom lag luam tawm. , thiab pab pawg tus nqi nce ntxiv rau kev tiv thaiv kev nce siab ntawm qee cov khoom siv, thiab tus nqi ntawm cov khoom siv raw khoom nce mus rau qhovroj teeb fais fabsab kuj nce li ntawm 20%-25%.

 

Txawm li cas los xij, txij li xyoo 2022, cov khoom siv raw tau nce ntxiv, thiab tus nqi ntawm cov khoom siv raw ntawm lub xov tooj ntawm tes feem ntau tau nce ntau dua 50% piv rau xyoo tas los, uas yog qhov kev txom nyem ntau dua rau cov tuam txhab roj teeb uas twb muaj lawm. ntawm profitability nyob rau hauv 2021. "Showdown" nrog OEMs, nrhiav digest ib co ntawm lub siab downstream.

 

Rau peb- thiab plaub-tierroj teebtuam txhab uas muag nrog me me thiab tsis muaj zog nyiaj txiag lub zog, nws yog txawm ntau nyuaj siab.Lawv tab tom ntsib teeb meem txaj muag uas lawv tsis tuaj yeem tau txais cov khoom thiab tsis tuaj yeem tsim nrog kev txiav txim.

 

Txawm li cas los xij, txawm tias lub tuam txhab roj teeb lub taub hau nrog cov nplai loj thiab muaj zog sib tham tsis tuaj yeem ua kom nrawm ntawm cov khoom siv raw khoom nce vim lawv cov nqi mus sij hawm ntev thiab cov khoom siv raw khoom xauv lub peev xwm.Tus nqi ntawm cov roj teeb kuj tau nce mus rau ib qho twg.Piv txwv li, BYD tshaj tawm thaum lub Kaum Ib Hlis xyoo tas los tias tus nqi ntawm qee cov khoom siv roj teeb yuav tsum tau nce tsis pub tsawg dua 20%.

 

Tam sim no, kev nce qib ntawm cov nqi roj teeb tau hloov pauv los ntawm digital thiab lub zog me me rau lub zog thiablub zog cia, thiab cov tuam txhab thib ob thiab qib thib peb tau nce mus rau cov tuam txhab ua lag luam, thiab tau dhau mus rau kev lag luam qis thiab txawm tias cov khw muag khoom.

 

Tau ntsib ib puag ncig tshiab ntawm kev nce nqi, tag nrho kev lag luam saw ntawm lub zog tshiab tsheb yog nquag tshawb nrhiav cov tswv yim txo nqi thiab kev daws cov tswv yim kom txo tau qhov cuam tshuam thiab xyuas kom muaj kev ruaj ntseg thiab kev loj hlob sai ntawm kev lag luam tsheb tshiab.

 

Nyob rau hauv lub ntsej muag ntawm kev sib kis ntawm tus nqi nce, qhov tseem ceeb tshaj plaws rau OEMs yog qhov tseem ceeb tshaj plaws los txhawb kev txo nqi hauv txhua qhov ntev, suav nrog kev tsim cov thev naus laus zis tshiab nrog cov tuam txhab roj teeb, txhim kho cov khoom lag luam qhia, tsim kev sib tw sib txawv, thiab txhim kho tag nrho cov kev sib tw. ntawm cov khoom lag luam, thiab lwm yam.

 

Tsis tas li ntawd, qee qhov OEMs xaiv los ua qhov kev pib ua kom qeeb ntawm kev tso tawm cov qauv tshiab, txhawm rau txo qhov kev poob, xav txog kev txo qis kev tsim khoom thiab muag cov qauv nrog kev poob loj, thiab hloov pauv cov qauv nruab nrab-rau-high-end nrog. kev txawj ntse siab thiab cov txiaj ntsig zoo dua.

 

Piv txwv li, lub tswv yim ntawm lub tuam txhab tsheb tsis yog kom nce tus nqi ntawm cov qauv tseem ceeb, tab sis tig cov khoom lag luam ntse xaiv rau hauv cov khoom siv txheem, thiaj li ua rau kev tawm tsam ntawm cov nqi nce thiab txo cov neeg siv khoom 'tsis kam rau cov nqi nce.

 

Rau qee qhov A00-chav OEMs, lawv cov tswv yim sib txawv.Piv txwv li, Great Wall's A00-chav kawm zoo tshaj plaws-muag qauv Black Cat thiab White Cat tau pib ua kom tsis txhob xaj xaj.Lwm A00-theem OEM tau hais tias yav tom ntej, nws tuaj yeem yeem tso nyiaj pab, txo cov khoom lag luamroj teeblub neej thiab cov khoom muag, thiab txuag kev muag khoom los ntawm benchmarking Hongguang Mini EV.

 

Rau cov tuam txhab roj teeb, txhua qhov kev siv zog yuav tsum tau ua kom txo qis cov nqi sab hauv thiab txhim kho kev ua haujlwm.Qee lub tuam txhab roj teeb lees paub tias tsis muaj ntau chav rau kev txo nqi ntawm cov khoom siv thev naus laus zis, thiab yuav ua li cas txhawm rau txhim kho kev tsim khoom thiab kev ua tau zoo dhau los ua tus yuam sij;Nyob rau tib lub sijhawm, kev hloov pauv hauv tsev hauv cov chips xav tau qis thiab lwm qhov chaw kuj tseem nrawm dua.

 

Nyob rau hauv tag nrho, tus nqi ntawm raw cov ntaub ntawv tseem nce, thiab tus nqi siab ntawmroj teeb fais fabyog ib qho kev xaus ua ntej.Lub roj teeb fais fabcov tuam txhab yuav tsum maj mam rhuav tshem qhov yooj yim ntawm kev yuav thiab muag kev sib raug zoo yav dhau los, tsim ib hom kev sib koom tes tshiab, ua kom muaj kev sib koom tes zoo ntawm qhov loj dua thiab nyob rau theem sib sib zog nqus, txhawb kev sib koom ua ke ntawm cov khoom siv sib txuas, thiab hloov kho cov saw hlau tshiab. qauv.

 

Nyob rau hauv cov nqe lus ntawm raw khoom lub tswv yim, lub hwj chim roj teeb tuam txhab uas muag yog tseem ceev lub upstream raw khoom xauv lub tswv yim.Los ntawm kev kos npe rau daim ntawv cog lus cog lus nrog cov neeg muag khoom, nqis peev hauv kev sib koom, tsim kev sib koom ua lag luam, thiab nquag tshawb nrhiav cov neeg muag khoom tshiab, nkag mus rau kev yuav khoom ntawm cov khoom siv tseem ceeb, kev teeb tsa ntawm cov khoom siv ntxhia, thiab kev teeb tsa ntawm cov roj teeb rov ua dua tshiab, thiab ua kom muaj kev sib tw ntawm cov khoom lag luam. .


Post lub sij hawm: Mar-01-2022