Battery shortage drags down automakers' deliveries
Tá an t-am seachadta fada de mhúnla Xpeng Motors P7480 ina chúis le conspóid sa mhargadh. Is é an freagra mar gheall ar easpa cadhnraí fosfáit iarainn litiam.
Cúpla lá ó shin, mar fhreagra ar an tuarascáil le déanaí go raibh am seachadta fada ag Xiaopeng Motors, d'fhreagair Xiaopeng Motors do na meáin, mar gheall ar thionchar an eipidéim, go raibh an tionscal ag tabhairt aghaidh ar an soláthar thar a bheith daingean de chadhnraí fosfáit iarainn litiam, mar thoradh ar mhainneachtain an tsamhail Xiaopeng P7480 a chur ar an am a ordú. Seachadadh tráthúil laistigh den am luaidhe measta.
Ar 9 Nollaig, dúirt foireann díolacháin go leor siopaí 4S i Shanghai le tuairisceoir International Finance News gurb é 15-16 seachtaine timthriall seachadta samhlacha Xiaopeng P7480 (atá feistithe le cadhnraí fosfáit iarainn litiam), is é sin, an tá timthriall seachadta thart ar 4 mhí, ach beidh a mhúnla P7670 (le ceallraí litiam-ian ternary) beagán níos tapúla, thart ar 4-9 seachtaine.
Trapped in the "price increase" storm
Corresponding to Xpeng Motors' delayed delivery situation is its high sales volume.
De réir na sonraí margaidh feithiclí fuinnimh nua is déanaí i mí na Samhna arna scaoileadh ag Cumann Gluaisteán Paisinéirí na Síne, i measc na gcuideachtaí ar sháraigh a ndíolachán mórdhíola 10,000 aonad, bhí Xiaopeng Motors sa chúigiú háit le 15,613 aonad. Ina measc, thug Xiaopeng P7 ina n-aonar 7,839 aonad. feithiclí, cuntasaíocht ar feadh thart ar 50 faoin gcéad de na díolacháin iomlána.
It is reported that as of November, Xpeng Motors has achieved a monthly delivery of over 10,000 vehicles for three consecutive months, and has become the only new energy vehicle brand among "Weixiaoli" with a monthly sales volume of more than 15,000 units, an increase of 54 percent month-on-month and a year-on-year increase 270 percent .
Ba cheart go mbeadh moladh agus moladh faighte ón bpobal ag baint le héacht iontach den sórt sin, ach ní raibh Xpeng Motors in ann freastal ar dhíolacháin den sórt sin sa slabhra soláthair.
Recently, a "Joint Statement of Xpeng Motors P7 480-kilometer Endurance Scheduled Owners on Xpeng Motors' Refusal to Deliver Vehicles" has been circulated on the Internet. The version order is fully arranged for the production and supply of cars, but the 480 version order is frozen and the car will not be allocated.
Maidir leis seo, d'fhreagair Xiaopeng Motors nach cóireáil idirdhealaitheach é seo, ach mar gheall ar easpa cadhnraí fosfáit iarainn litiam.
In addition, or due to the shortage of production, Xiaopeng Motors also fell into a "temporary price increase" storm in November.
Cúpla lá ó shin, de réir tuairiscí sna meáin, chuaigh an tUasal Chen, úinéir Xpeng Motors, chuig siopa Xpeng Motors Nanjing Jingfeng 4S ar 11 Samhain chun Xpeng P7 a chuir sé in áirithe le héarlais de 5,000 yuan ar 23 Deireadh Fómhair. Mar sin féin, d'iarr an cléireach an praghas a mhéadú faoi 7,000 yuan chun praghas an phacáiste siopa a íoc nár dheimhnigh an t-úinéir sa chonradh.
In the face of Mr. Chen's complaint, the sales director of Nanjing Xiaopeng Automobile Sales and Service Co., Ltd. said that since new energy vehicles within 300,000 yuan enjoy state subsidies, they deliberately lower the contract price and make up for the cost when they are delivered. This is a unified operation. .
In this regard, netizens questioned, isn't this just using "yin and yang contracts" to "cheat compensation"?
On the same day, Xiaopeng Motors responded that the store clerk did not clearly understand the relevant promotion policies in November, which caused misunderstanding among customers. At present, the customer's request has been properly handled, and the store and related personnel have been dealt with seriously.
Maidir leis an méadú praghais, chuaigh an tuairisceoir i gcomhairle le dhá stór 4S i Shanghai freisin, agus dúirt siad go léir nach raibh na sonraí soiléir, ach níor mhéadaigh siad an praghas. Má bhíonn fadhbanna comhchosúla agat, is féidir leat dul go dtí an láithreán gréasáin oifigiúil chun gearán a dhéanamh.
Ganntanas ceallraí tionsclaíoch
Go deimhin, le díolachán feithiclí nua fuinnimh ag ardú i mbliana, tá fadhb soláthair na gcadhnraí ian litiam cumhachta tar éis tosú le feiceáil le déanaí.
As early as July this year, it was reported that He Xiaopeng, the founder of Xiaopeng Motors, did not hesitate to go to the front line of the Ningde era factory for a week in order to successfully obtain the batteries of the Ningde era. Although He Xiaopeng refuted the rumor afterwards, the situation of "battery shortage" is evident.
On the other hand, Zeng Yuqun, the chairman of CATL, also admitted at the shareholders' meeting, saying that the recent frequent urging of customers by customers has made him "unbearable."
Tá an ganntanas díolacháin ceallraí ian litiam cumhachta le feiceáil le fada sa mhargadh caipitil. Tháinig tionscal na ceallraí litiam chun bheith ina earnáil the i margadh na scaireanna A- tráth, agus tá méadú faoi dhó tagtha ar stoic ghaolmhara. Creideann roinnt anailísithe go bhféadfadh sé seo a bheith bainteach le fás tapa an tionscail mar gheall ar an nganntanas leanúnach acmhainní litiam agus an t-éileamh ollmhór ar amhábhair in aghaidh an tsrutha de chadhnraí ian litiam.
Seoladh go hoifigiúil an dá thionscadal forbartha locha salainn atá beartaithe ag Tibéid Everest san Airgintín le hinfheistíocht iomlán de 1.7 billiún dollar SAM. Fuair iar-ré Ningde an soláthraí mianach litiam sprioc, Mílaoise Litiam, a bhí gearrtha amach ag Tionscal Litiam Mheiriceá. Níl sé deacair an cath do mhianaigh a fheiceáil go bhfuil acmhainní litiam ag éirí mar phíosa císte atá á ithe ag madness.
Sa chomhthéacs seo, dúirt go leor déantúsóirí gluaisteán go bhfuil siad ag tabhairt aghaidh ar fhadhb ganntanas cadhnraí ian litiam cumhachta, lena n-áirítear Volkswagen, Daimler agus Stellantis, etc., agus léirigh feidhmeannaigh monaróir ceallraí na Cóiré SKInnovation freisin, An Leanfaidh ganntanas cadhnraí ian litiam cumhachta i dtionscal na ngluaisteán SAM go dtí 2025 ar a laghad.
Lithium-ion battery makers are also feeling the pinch. Zeng Yuqun, chairman of Ningde Times, believes, "At present, the production supply of the whole industry chain is relatively slow, and the effective supply is insufficient." Ganfeng Lithium also said that the production of lithium-ion batteries is relatively tight, and there are basically 28 days a month. production at full capacity.
Is fiú a thabhairt faoi deara go mbaineann an ganntanas cadhnraí ian litiam leis an tionscal iomlán. Mar gheall ar an eipidéim leanúnach i roinnt tíortha agus le réigiúin, tá líon mór monarchana dúnta nó in ann táirgeadh a atosú go hiomlán, rud a rinne an ganntanas ceallraí domhanda níos measa.
According to Barrenjoey's forecast in November 2021, the supply of lithium will continue to be tight in the next decade, and the supply gap will continue to expand. By 2030, the supply and demand gap will reach 1.2 million tons of lithium carbonate equivalent.
Le soláthar daingean acmhainní litiam in aghaidh an tsrutha, tá praghas salainn litiam ag ardú freisin. Maidir le ceallraí -carbónáit litiam grád, sháraigh an luachan ag deireadh mhí na Samhna 200,000 yuan / tonna, agus ó mhí Lúnasa, tá an méadú carnach níos mó ná 127 faoin gcéad .
