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订单饱满 赢合科技迎来高增长周期
发布时间:2021-01-28 14:07:09
关键词:动力电池

动力电池应用分会数据显示,2020年中国市场新能源汽车动力电池装机量为64GWh,同比增长2.9%。2020年上半年受疫情严重冲击下,动力电池装机量出现大幅下滑,但进入下半年,尤其是第四季度,动力电池快速回暖,装机量连续多月环比高增长。

 

DONGLIDIANCHIZHUANGJILIANGGAOZENGZHANGDEBEIHOUSHIQUANQIUZHULIUCHEQIDIANDONGHUABUFADETISU。JUDUOJIAZHULIUDONGLIDIANCHIQIYETOULU,YUZHULIUCHEQIDEZHANGQIDINGDANYIJINGQIANMAN,JIEXIALAIYIFANGMIANYAOTISHENGXIANYOUCHANNENGLIYONGLV;LINGYIFANGMIANYAOJIJIKUOZENGXINXIANGMU,TISHENGDONGLIDIANCHICHANNENGGUIMO。

 

JINRI,MOUZHAOPINWANGZHANSHANGCHUXIANGUONEITOUBUDIANCHIQIYEZHAOPINGONGRENXINXI,QIGUANFANGZHANGHAOFABUDUOTIAOYUSHENGCHANZHIZAOXIANGGUANDEGANGWEIZHAOPINXINXI。ZHIWEIMIAOSHUCHENGYINNIANZHONGDINGDANBAOZHANG,WEIGULIDAJIACHUNJIEJIXULIUSHOUJIABANGONGZUO,YIBAOZHENGGONGSICHUHUO,TESHEZHONGDAJIANGJINJILI。

 

YOUYUCHANNENGXUQIUGAO,DINGDANZENGZHANGQUEDINGXINGGAO,2020NIANQUANQIUQIAN10DADONGLIDIANCHIQIYEFENFENKUOZENGDONGLIDIANCHICHANNENG。QIZHONGDIYITIDUIDEJIJIALONGTOUQIYECHANNENGKUOZHANGDONGZHEDADAOSHANGBAIGWh。

 

TOUBUDIANCHIQIYECHANNENGKUAISUKUOZHANG,TONGYANGDAIDONGLESHANGYOUDIANCHICAILIAOHEZHUANGBEIQIYEDEXUQIUGAOZHANG。JULEJIE,JINRIGUONEILIDIANZHUANGBEILONGTOUQIYEYINGHEKEJIYETOULU,JIANYUGONGSIMUQIANDINGDANBAOHE,YUJICHUNJIEQIJIANRENGXUJIABANJIADIANBAOZHENGSHENGCHAN。MUQIANGONGSIYITUICHUYIXILIEJIANGJINJILICUOSHI,GULIYUANGONGCHUNJIEQIJIANLIUSHOUJIABAN,YIJIYINJIANZHAOPINXINYUANGONG。

 

01

动力电池扩产周期来临

 

SHISHISHANG,TOUGUOQIYEDEJIABANJIZHAOPINJIUKEYIKUIDETOUBUQIYENAIZHICHANYEDEFAZHANQUSHI。

 

《XINNENGYUANQICHECHANYEFAZHANGUIHUA》TICHU,DAO2025NIANWOGUOXINNENGYUANQICHEZAIXINCHEZONGXIAOLIANGZHONGDEXIAOSHOUZHANBIYAODADAO20%,YUJIDANGNIANXINNENGYUANQICHEXINCHEXIAOLIANGJIANGDADAO600WANLIANG。CONGQUANQIULAIKAN,OUMEIDENGZHULIUCHEQIZAIRIYIYANKEDETANPAIFANGFAGUIYUESHUXIA,QICHEDIANDONGHUAYEZAITISU。QUANWEIJIGOUYUCE,DAO2025NIANQUANQIUXINNENGYUANQICHEXIAOLIANGYOUWANGTUPO1500WANLIANG,DONGLIDIANCHIXUQIUJIANGCHAOGUO1000GWh,DUIYULIDIANSHEBEIXUQIUYEJIANG“SHUIZHANGCHUANGAO”。

 

XINGYESHUJUXIANSHI,2020NIANQUANQIUDONGLIDIANCHIZHUANGJILIANGYUEWEI137GWh。KEYIKANCHU,JINWEILAIWUNIANDONGLIDIANCHICHANNENGXUQIUJIUJIANGKUOZENGCHAOGUO7BEI。JIANYUXINNENGYUANQICHESHICHANGDEQIANGJINGXUQIU,MUQIANQUANQIUTOUBUDIANCHIQIYEFENFENJINXINGCHANNENGBUJU。

 

JULEJIE,JIN2020NIAN,QUANQIUDONGLIDIANCHILONGTOUZAIDONGLIDIANCHIXIANGMUSHANGDETOUZIJIUCHAOGUO690YIYUAN,XIANGYINGDONGLIDIANCHICHANNENGKUOCHONGYUE260GWh;LGXINNENGYUANJIHUADAO2023NIANDONGLIDIANCHICHANNENGZENGJIALIANGBEI;ZHONGHANGLIDIANSHISIWUQIJIANDIANCHICHANNENGCHAOGUO200GWh……BIYADI、YIWEILINENG、XINWANGDA、GUOXUANGAOKE、ATLDENGTOUBUDIANCHIQIYECHANNENGGUIHUAYECHAOGUOSHUBAIGWh。

 

在庞大的市场需求下,锂电设备行业市场空间广阔。值得一提的是,作为锂电设备领域龙头企业,上述头部企业大部分都是赢合科技的重要客户,电池企业未来几年的扩产将为赢合科技业绩增长提供坚实支撑。事实上,看国内动力电池龙头2020年向十几家锂电设备上市公司派发了约85亿元订单,仅赢合科技就拿下了约20%的份额,未来随着下游客户扩产,其增长空间非常大。

 

02

赢合科技增长潜力可期

 

RUGUOSHIJIANXIANLAZHANGYIDIAN,FANGDAO2025NIANLAIKAN,QUANQIUDONGLIDIANCHIXUQIUJIANGCHAOGUO1000GWh。WEIBEIZHANGUOJIZHULIUCHEQIDIANDONGHUAZHANLVEHEMUBIAO,MUQIANGUOJIDONGLIDIANCHITOUBUQIYEDEGUIHUAJIANSHECHANNENGDAO2025NIANJIANGYUANCHAO1000GWh,YOUWANGTUPO1500GWh。

 

CANZHAODONGLIDIANCHICHANXIANJIANSHEYUSHEBEITOURULAIKAN,MUQIAN1GWhCHANXIANYUEXUYAO2YIYUANSHEBEITOURU。JUCIKEYITUISUANDAO2025NIAN,QUANQIULIDIANSHEBEIXINZENGSHICHANGKONGJIANJIANGCHAOGUO2000YIYUAN。

 

ZAIKUAISUZENGZHANGDESHICHANGQIANJINGXIA,JUBEIYANFA、CHANNENG、PINPAIHEGUANLIYOUSHIDETOUBULIDIANSHEBEIQIYE,WUYIJIANGJUYOUGENGDAJINGZHENGYOUSHI。CHUANGJIANYU2006NIANDEYINGHEKEJI,JINGGUOHEXINTUANDUIDUONIANDENULI,MUQIANYINGHEKEJIYIFAZHANWEIWOGUODONGLIDIANCHIZHINENGZIDONGHUASHEBEILINGYUDELONGTOUQIYE,SHIGUONEISHOUJIALIDIANSHEBEISHANGSHIGONGSI,TONGSHIHAISHIMUQIANQUANQIUSHAOSHUNENGGOUTIGONGDONGLIDIANCHIZHINENGHUASHUZIGONGCHANGJIEJUEFANGANDEQIYEZHIYI。

 

DEYIYUYINGHEKEJIZAILIDIANSHEBEILINGYUDECHANPINCHUANGXINYINLING,GONGSIYIYUCGONGSI、BIYADI、ZHONGHANGLIDIAN、YIWEILINENG、ATL、LGXINNENGYUAN、SANXING、SAFT、TESLADENGQUANQIUYILIUDIANCHICHANYELIANKEHUDACHENGSHENDUHEZUO。

 

BAICHIGANTOU,GENGJINYIBU。MIANDUIDONGLIDIANCHIJISHUKUAISUDIEDAISHENGJI,JINJINIANYINGHEKEJIYIZHIZAICHIXUJIADASHEBEIYANFATOURU,PINGJUNMEINIANTOURUDEYANFAZIJINYUEZHANDANGNIANYINGSHOUDE6%,CHUYUXINGYEJIAOGAOSHUIPING。ZAIGAOQIANGDUYANFAZIJINTOURUXIA,YINGHEKEJIYEYIZHIZAILIDIANSHEBEILINGYUBAOCHIZHELINGXIANYOUSHI。


稿件来源: 电池中国网
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