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Ntawv loj Tam sim no Amperex Technology yog lub tuam txhab roj teeb loj tshaj plaws thiab muaj txiaj ntsig tshaj plaws. Qilai Shen / Bloomberg Hluav taws xob-tsheb roj teeb loj heev Kawm Amperex Technology tej zaum yuav npaj nws thawj cov nroj tsuag tsom rau kev muab cov neeg tsim khoom hauv North American.Bloomberg qhia Hnub Sunday tias lub tuam txhab, zoo dua lub npe hu ua CATL, zoo li yuav tsim ib tsob nroj hauv Mexico los ua haujlwm rau North American automakers, suav nrog Ford Tsav (Tus zuam: F) thiab Tesla (TSI). Ford tsis kam tawm tswv yim, thaum Tesla thiab CATL tsis tau teb tam sim ntawd rau kev thov tawm tswv yim.Mexican cog yuav yog lub hauv paus ntug hiav txwv rau North American EV kev lag luam, pab CATL tiv thaiv nws txoj haujlwm tseem ceeb. CATL yog lub ntiaj teb loj tshaj plaws tsim cov roj teeb EV, nrog kev lag luam feem ntau tshaj 33%, raws li SNE Research. Nws muaj 10 qhov chaw tsim khoom: cuaj hauv Suav teb thiab ib qho hauv Erfurt, Lub Tebchaws Yelemees. Mexico tuaj yeem yog thawj zaug rau North American sab av loj.EVs suav txog qhov loj dua ntawm kev muag tsheb tshiab hauv Suav teb thiab Europe dua li hauv North America, tab sis qhov ntawd tau txiav txim siab hloov pauv xyoo tom ntej raws li EV qauv proliferate. Bank of America tus kws tshuaj ntsuam John Murphy hais tias yuav luag 100 qhov kev tshaj tawm ntawm cov qauv EV tshiab tau npaj rau North American nruab nrab ntawm 2023 thiab 2026. Qhov ntawd ntau dua li cov tsheb uas siv los ntawm cov roj av.Tag nrho cov EVs yuav xav tau roj teeb. Automakers, nrog rau lwm lub tuam txhab roj teeb xws li SK Kev Tsim Kho Tshiab (096770.Korea) thiab Panasonic (6752.Nyiv) tau tshaj tawm cov roj teeb txaus muaj peev xwm ua kwv yees li yim lab rau 10 lab EVs ib xyoos. Lub peev xwm ntawd los hauv online, kwv yees li ntawm 2022 thiab 2026.Cov tuam txhab tsheb feem ntau tab tom tsim qee qhov ntawm lawv tus kheej lub peev xwm, ib leeg lossis koom tes nrog cov neeg tsim roj teeb, tab sis yuav txuas ntxiv mus yuav ncaj qha los ntawm cov tuam txhab roj teeb lawv tus kheej. Nws yog ib lub tswv yim muab khoom siv dual.Tesla yog "pib qhia rau cov neeg muag khoom hais lus mus. Ntau npaum li koj tuaj yeem ua tau, peb yuav muab, "said CEO Elon Musk ntawm nws lub tuam txhab lub rooj sib tham txhua xyoo ntawm cov tswv cuab thaum Lub Kaum Hli 2021. Musk kuj tau hu cov roj teeb. cov roj tshiab, underscoring lub logic tom qab nws lub dag zog kom ruaj khov ntau npaum li sai tau rau Tesla lub tsheb thiab chaw nres tsheb fais fab kev lag luam.Tam sim no nws zoo li CATL tab tom nkag mus rau qhov kev sib tw ntawd.CATL yog lub tuam txhab roj teeb loj tshaj plaws. Nws tseem yog qhov tseem ceeb tshaj plaws, nrog rau kev lag luam peev ntawm kwv yees li $ 200 billion. Qhov ntawd yog ntau npaum li cas General cov Motors lwm yam (GM), Ford, Chrysler niam txiv Hnub qub (TSI), SK Kev Tsim Kho Tshiab , Panasonic , thiab tus tsim lub roj teeb LG Chem (051910.Korea) ua ke. CATL Tshuag tau nce 3.5% hauv kev lag luam txawv teb chaws. Tesla, Ford thiab GM shares tau nce txog 2%, 1.9%, thiab 0.9%, feem, hauv kev ua lag luam ua ntej. Futures ntawm lub S&P 500 thiab Dow Jones Muaj Nruab Nrab tau nce txog 1% thiab 0.9%, feem.Sau ntawv rau Al hauv paus ntawm [email tiv thaiv]
Qilai Shen / Bloomberg
Hluav taws xob-tsheb roj teeb loj heev
Kawm Amperex Technology tej zaum yuav npaj nws thawj cov nroj tsuag tsom rau kev muab cov neeg tsim khoom hauv North American.
Bloomberg qhia Hnub Sunday tias lub tuam txhab, zoo dua lub npe hu ua CATL, zoo li yuav tsim ib tsob nroj hauv Mexico los ua haujlwm rau North American automakers, suav nrog
Ford Tsav (Tus zuam: F) thiab
Tesla (TSI). Ford tsis kam tawm tswv yim, thaum
Tesla thiab CATL tsis tau teb tam sim ntawd rau kev thov tawm tswv yim.
Mexican cog yuav yog lub hauv paus ntug hiav txwv rau North American EV kev lag luam, pab CATL tiv thaiv nws txoj haujlwm tseem ceeb. CATL yog lub ntiaj teb loj tshaj plaws tsim cov roj teeb EV, nrog kev lag luam feem ntau tshaj 33%, raws li SNE Research. Nws muaj 10 qhov chaw tsim khoom: cuaj hauv Suav teb thiab ib qho hauv Erfurt, Lub Tebchaws Yelemees. Mexico tuaj yeem yog thawj zaug rau North American sab av loj.
EVs suav txog qhov loj dua ntawm kev muag tsheb tshiab hauv Suav teb thiab Europe dua li hauv North America, tab sis qhov ntawd tau txiav txim siab hloov pauv xyoo tom ntej raws li EV qauv proliferate. Bank of America tus kws tshuaj ntsuam John Murphy hais tias yuav luag 100 qhov kev tshaj tawm ntawm cov qauv EV tshiab tau npaj rau North American nruab nrab ntawm 2023 thiab 2026. Qhov ntawd ntau dua li cov tsheb uas siv los ntawm cov roj av.
Tag nrho cov EVs yuav xav tau roj teeb. Automakers, nrog rau lwm lub tuam txhab roj teeb xws li
SK Kev Tsim Kho Tshiab (096770.Korea) thiab
Panasonic (6752.Nyiv) tau tshaj tawm cov roj teeb txaus muaj peev xwm ua kwv yees li yim lab rau 10 lab EVs ib xyoos. Lub peev xwm ntawd los hauv online, kwv yees li ntawm 2022 thiab 2026.
Cov tuam txhab tsheb feem ntau tab tom tsim qee qhov ntawm lawv tus kheej lub peev xwm, ib leeg lossis koom tes nrog cov neeg tsim roj teeb, tab sis yuav txuas ntxiv mus yuav ncaj qha los ntawm cov tuam txhab roj teeb lawv tus kheej. Nws yog ib lub tswv yim muab khoom siv dual.
Tesla yog "pib qhia rau cov neeg muag khoom hais lus mus. Ntau npaum li koj tuaj yeem ua tau, peb yuav muab, "said CEO Elon Musk ntawm nws lub tuam txhab lub rooj sib tham txhua xyoo ntawm cov tswv cuab thaum Lub Kaum Hli 2021. Musk kuj tau hu cov roj teeb. cov roj tshiab, underscoring lub logic tom qab nws lub dag zog kom ruaj khov ntau npaum li sai tau rau Tesla lub tsheb thiab chaw nres tsheb fais fab kev lag luam.
Tam sim no nws zoo li CATL tab tom nkag mus rau qhov kev sib tw ntawd.
CATL yog lub tuam txhab roj teeb loj tshaj plaws. Nws tseem yog qhov tseem ceeb tshaj plaws, nrog rau kev lag luam peev ntawm kwv yees li $ 200 billion. Qhov ntawd yog ntau npaum li cas
General cov Motors lwm yam (GM), Ford, Chrysler niam txiv
Hnub qub (TSI),
SK Kev Tsim Kho Tshiab ,
Panasonic , thiab tus tsim lub roj teeb
LG Chem (051910.Korea) ua ke.
CATL Tshuag tau nce 3.5% hauv kev lag luam txawv teb chaws. Tesla, Ford thiab GM shares tau nce txog 2%, 1.9%, thiab 0.9%, feem, hauv kev ua lag luam ua ntej. Futures ntawm lub
S&P 500 thiab
Dow Jones Muaj Nruab Nrab tau nce txog 1% thiab 0.9%, feem.
Sau ntawv rau Al hauv paus ntawm [email tiv thaiv]
Tau qhov twg los: https://www.barrons.com/articles/catl-ev-batteries-north-america-51658147342?siteid=yhoof2&yptr=yahoo