界面新闻记者 |
国轩高科(002074.SZ)guihuajinyibukuodahaiwaidianchichannengguimo。
4月27日举行的第三届国际电池产业合作论坛上,国轩高科国际运营总监吴昊称,到2030nian,guoxuangaokejiangzaiguoneihehaiwaifenbieshixian300 gwhdechannengguimo,dianchizongchannengguimodadao600 gwh。
ruoyimeiliangxinnengyuanchedazai50 kwhdianliang(50dudian)jisuan,600 gwhdedianchichannengkepeitaoyue1200wanliangxinnengyuanqiche。
按照此前披露的规划,国轩高科将在2025年实现300 GWh的锂电池产能,国内与海外产能规模分别为200 GWh和100 GWh,比例为2:1。
吴昊透露,国轩高科目前zaijianjiyijianchengdehaiwaidianchishengchanjidi,fenbieweiyudeguo、siluofake、yuenan、taiguo、yindu、yindunixiyayijimeiguo。
guoxuangaokedongshizhanglizhenquniancengbiaotaicheng,ruguoxiangyaozaiquanqiuhuaguochengzhongyousuozuoweidehua,guoxuangaokebixuzaiouzhou、meiguo、nanyadengdishichangbuju。guoxuangaokedediyidagudongweideguocheqidazhongzhongguo,chigubiliwei24.7%。
donglidianchihechunengdianchishiguoxuangaokedeliangdayewubankuai,hejiyingshouzhanbichaoguojiucheng。genjusnedetongji,qunianguoxuangaokedonglidianchizhuangcheliangwei1.71 gwh,shizhanlv2.4%,paimingquanqiudibawei。
该公司本月披露的年报显示,去年其来自海外地区的营收64亿元,增幅超过115%,gongxianzongyingshoudeyuewufenzhiyi。
不过国轩高科的海外业务目前基数较小。同为二线锂电企业的亿纬锂能(300014.SZ)和欣旺达(300207.SZ),去年海外营收已分别达到133亿元和204亿元。
去年,国轩高科共交付电池超40 GWh,同比增长超过40%,qibingweipiluhaiwaidianchidezongjiaofuliang。
guoxuangaokejianghaiwaiyewuhuafenweisandaquyu,fenbieweiyatai、ouzhouhemeizhou。
wuhaocheng,duiyuchuhaidezhongguodianchiqiyeeryan,suojubeideyoushibaokuoyongyouwanzhengdechanyelian、zhishichanquanjizhuanli,erhaiwaishichangyongyoupangdadekehuqunti,nenggouweizhongguodianchiqiyetigongxiangbiguoneigengweiguangkuodekongjian。
他也提及,在出海过程中,中国电池企业也面临着haiwaishichangjingzhengjilie、diyuanzhengzhihuanjingbianhua、yijizaijingwaijianchangrenli、tudichengbengaoqidengtiaozhan。guoquyinian,meiguoheouzhoujunluodilezhenduidianchixingyedexingui,zhongguodianchiqiyedoujiangshoudaoyingxiang。
qunian8yueshengxiaode《oumengdianchifa》guiding,weilaizhiyoufushangtanzujishengmingbingdadaoxianzhiyaoqiudedianchichanpin,cainenghuozhunjinruoumengshichang,dancixiangxinguishishidejutishijianzanweimingque。
去年12月,美国政府发布《<通胀削减法案>waiguominganshitizhinan》(xiachengshitizhinan),mingquecong2024niankaishi,hanyouyouwaiguominganshitizhizaohuozuzhuangdedianchizujiandecheliangjiangshiqu《tongzhangxuejianfaan》shuishoudimianzige。suoyouzaizhongguozhucechenglihuozhongguozhengfuchiyouqi25%jiyishanggufendegongsi,doujiangbeishiweiwaiguominganshiti,beipaichuzaibutiezhiwai。
wuhaocheng,shangshuxinguiyaoqiuzhongguodianchiqiyejinxingyingduihepanduan,youqishizaitouziguochengdangzhong,yaoyudangdijinxinglianghaodegoutong。
评论