CATL da BYD suna rasa jagoranci: kimanta kafuwa na batura a China cikin rabin farkon 2025
A cewar Kungiyar Sabunta Bature na Motocin Chaina (CABIA), jimillar girman shigar da batiran jan hankali akan kasuwar China cikin watanni shidda na farko na 2025 ya kai 299.6 GWh, wanda ke da kashi 47.3% sama da sakamakon lokacin da ya dace a shekarar da ta gabata. A cikin takamaiman hoton, cigaba ya kai kusan 96 GWh, wanda shine mafi girma rabin shekara sakamakon a tarihin kungiyar.
Kamfanin CATL (Contemporary Amperex Technology Co., Limited) na ci gaba da zama na farko, wanda ya kafa bature 128.6 GWh. Wannan ya dace da rabin 43.05% na duka girman. Amma idan aka kwatanta da watan Janairu-Yunin 2024, matsayi na masana'anta ya tsinke da kusan maki 3.33 a cikin maki. Daga cikinsu an samu bature NCM (nickel-cobalt-manganese) 38.81 GWh da kuma bature LFP (lithium-iron-phosphate) masu arha da hana zafi 89.79 GWh.
Matsayi na biyu ya zuwa BYD, inda kafuwar ya kai 70.37 GWh. Wannan kashi 23.55% na kasuwa ne, ragin maki 1.55 a cikin shekara. Babban yawan girma ya tafi LFP sel, ciki har da sanannun bature Blade, yayin da NCM ya dauki kashi 0.02 GWh kawai. Don haka, shugabanni biyu suna da kashi 66.6% na kasuwa tare, wanda ya ragu da kashi 4.88 maki idan aka kwatanta da shekarar da ta wuce.
Kamfanin CALB (China Aviation Lithium Battery) yana ta uku da 19.46 GWh. Daga ciki an samu bature NCM 5.85 GWh da kuma LFP 13.61 GWh. Matsayi na hudu ana tare da Gotion Tech dake da 15.48 GWh. Kamfanin ya kara rabonsa da kashi 1.62 da shigar da bature NCM 0.29 GWh da kuma LFP 15.2 GWh. Matsayi na biyar na EVE Energy: 12.21 GWh, ciki har da baturin NCM 0.52 GWh da LFP 11.7 GWh.
Sunwoda ya kama matsayi na shida da 9.07 GWh, inda NCM ya dauki kashi 1.06 GWh da LFP kashi 8.01 GWh. Sakamakon bakwai na Svolt Energy, wani bangare na tsarin Great Wall: 8.4 GWh, ciki har da 3.13 GWh na NCM da 5.27 GWh na LFP. Matsayi na takwas ya zuwa Rept Battero da ka mai da hankali kan LFP da samun 6.59 GWh. Kamfanin ya bunkasa rabonsa da kashi 0.35 na maki. Matayin tara ya zuwa Zenergy da 5.95 GWh, cikin wanda 0.23 GWh na NCM. Matsayi na goma kuma na ƙarshe na zuwa Jidian, wanda ke da alaƙa da Geely: 4.23 GWh akan tushen LFP kawai.
A watan Yuni, manyan masu kera goma suka samar da kashi 94.2% na duk kafuwar, wanda ke da maki 1.8 na maki idan aka kwatanta da watan Yuni 2024. A cikin rabin shekara, kamfanoni goma na farko suka mamaye kasuwa da kashi 93.6%, yayin da shekara da ta gabata al'amarin yana kashi 96.1%. Wannan yana tabbatar da alama na ragewa: duk da mamaye na manyan 'yan wasan, sabbin 'yan wasa ko wanda aka gabanin ba'a lura da su suna samun wurin su a cikin rana.
Masana daga mujallar motoci ta kasar China CNAutoNews sun lura cewa masana'antun mota suna kokarin rage dogaro da CATL da BYD saboda karuwar farashin samar da motocin lantarki. Canza zuwa masu bayarwa na daban ya ba da izinin samun ikon sarrafa farashin da kuma kara sassaucin sarkar isar da kayayyaki. Musamman, bayyanar Svolt da Jidian, wanda ke Great Wall da Geely bi da bi, a cikin manyan goma na nuna cewa manyan kamfanonin mota suna bunkasa nasu rukunin bature da kuma shirin bada oda ga kwastomomi na waje. Wannan na iya hanzarta bambanta kasuwa a rabin na biyu na 2025.