Battery Makers Looking to Integrated Layout to Enhance Their Competitiveness

๊ฒŒ์‹œ๋จ: Feb 8, 2023 10:36
Battery companies accelerated their capacity expansion in 2022, which has greatly boosted the confidence of upstream supply chain companies.

 Battery companies accelerated their capacity expansion in 2022, which has greatly boosted the confidence of upstream supply chain companies. At the same time, the price of raw materials is still the main influencing factor for the fluctuation of battery costs. Therefore, players in the industry chain have also begun to deploy upstream material projects so as to reduce their exposure to raw material price volatility and enhance their competitiveness

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
๋งˆ๊ทธ๋„ค์Š˜ ๊ฐ€๊ฒฉ 3๊ฑฐ๋ž˜์ผ ์—ฐ์† ์ƒ์Šน! ์›๊ฐ€ ์ธก๋ฉด์€ ์—ฌ์ „ํžˆ '๋œจ๊ฒ๊ฒŒ ํƒ€์˜ค๋ฅด๋Š”' ๋ฐ˜๋ฉด ์ˆ˜์š” ์ธก๋ฉด์€ ๋ฐ”ํ†ต์„ ์ด์–ด๋ฐ›๊ธฐ ์–ด๋ ค์›Œ [SMM ๋…ผํ‰]
10์‹œ๊ฐ„ ์ „
๋งˆ๊ทธ๋„ค์Š˜ ๊ฐ€๊ฒฉ 3๊ฑฐ๋ž˜์ผ ์—ฐ์† ์ƒ์Šน! ์›๊ฐ€ ์ธก๋ฉด์€ ์—ฌ์ „ํžˆ '๋œจ๊ฒ๊ฒŒ ํƒ€์˜ค๋ฅด๋Š”' ๋ฐ˜๋ฉด ์ˆ˜์š” ์ธก๋ฉด์€ ๋ฐ”ํ†ต์„ ์ด์–ด๋ฐ›๊ธฐ ์–ด๋ ค์›Œ [SMM ๋…ผํ‰]
๋” ๋ณด๊ธฐ
๋งˆ๊ทธ๋„ค์Š˜ ๊ฐ€๊ฒฉ 3๊ฑฐ๋ž˜์ผ ์—ฐ์† ์ƒ์Šน! ์›๊ฐ€ ์ธก๋ฉด์€ ์—ฌ์ „ํžˆ '๋œจ๊ฒ๊ฒŒ ํƒ€์˜ค๋ฅด๋Š”' ๋ฐ˜๋ฉด ์ˆ˜์š” ์ธก๋ฉด์€ ๋ฐ”ํ†ต์„ ์ด์–ด๋ฐ›๊ธฐ ์–ด๋ ค์›Œ [SMM ๋…ผํ‰]
๋งˆ๊ทธ๋„ค์Š˜ ๊ฐ€๊ฒฉ 3๊ฑฐ๋ž˜์ผ ์—ฐ์† ์ƒ์Šน! ์›๊ฐ€ ์ธก๋ฉด์€ ์—ฌ์ „ํžˆ '๋œจ๊ฒ๊ฒŒ ํƒ€์˜ค๋ฅด๋Š”' ๋ฐ˜๋ฉด ์ˆ˜์š” ์ธก๋ฉด์€ ๋ฐ”ํ†ต์„ ์ด์–ด๋ฐ›๊ธฐ ์–ด๋ ค์›Œ [SMM ๋…ผํ‰]
10์‹œ๊ฐ„ ์ „
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๋” ๋ณด๊ธฐ
SMM ๋ฐ์ผ๋ฆฌ ๋ฆฌ๋ทฐ: 9์›” 2์ผ ํƒ„์‚ฐ๋ฆฌํŠฌ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ ํ•˜๋ฝ
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์˜ค๋Š˜ SMM ์ „์ง€๊ธ‰ ํƒ„์‚ฐ๋ฆฌํŠฌ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ์€ ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ ์†Œํญ ํ•˜๋ฝํ–ˆ๋‹ค. ํƒ„์‚ฐ๋ฆฌํŠฌ 2701 ๊ณ„์•ฝ์€ ์˜ค๋Š˜ 157,000์œ„์•ˆ/ํ†ค์— ๋‚ฎ๊ฒŒ ๊ฐœ์žฅํ•œ ํ›„ ํ•˜๋ฝ์„ธ๋ฅผ ๋ณด์˜€๋‹ค. ์˜ค์ „ ์žฅ์ค‘ 156,000~157,000์œ„์•ˆ ๊ตฌ๊ฐ„์—์„œ ์•ฝ์„ธ ํ๋ฆ„์„ ๋ณด์˜€์œผ๋ฉฐ, ์žฅ์ค‘ ๊ณ ์ ์€ 157,800์œ„์•ˆ/ํ†ค์ด์—ˆ๋‹ค. ์ •์˜ค ๋ฌด๋ ต 153,200์œ„์•ˆ/ํ†ค๊นŒ์ง€ ๊ธ‰๋ฝํ•˜๋ฉฐ ์žฅ์ค‘ ์‹ ์ €๊ฐ€๋ฅผ ๊ธฐ๋กํ–ˆ๋‹ค. ์ •์˜ค ์ „ํ›„๋กœ 154,000~156,000์œ„์•ˆ ๊ตฌ๊ฐ„์—์„œ ๋“ฑ๋ฝ์„ ๋ฐ˜๋ณตํ–ˆ๋‹ค. ์˜คํ›„ ์žฅ์—์„œ๋Š” ๋งค์ˆ˜ ์„ธ๋ ฅ์ด ์ผ์‹œ์ ์œผ๋กœ ๊ฐ€๊ฒฉ์„ ๋Œ์–ด์˜ฌ๋ ธ์œผ๋‚˜ ํ‰๊ท  ๊ฐ€๊ฒฉ์„ ์„ ๋ŒํŒŒํ•˜์ง€ ๋ชปํ–ˆ๋‹ค. ์žฅ ํ›„๋ฐ˜ ๋‹ค์‹œ ์•ฝ์„ธ๋ฅผ ๋ณด์ด๋ฉฐ ๊ฒฐ๊ตญ 3.2% ํ•˜๋ฝํ•œ 154,800์œ„์•ˆ/ํ†ค์— ๋งˆ๊ฐํ–ˆ๊ณ , ๋ฏธ๊ฒฐ์ œ์•ฝ์ •์€ 9,123๊ณ„์•ฝ ๊ฐ์†Œํ–ˆ๋‹ค. ํ˜„๋ฌผ ์‹œ์žฅ์—์„œ๋Š” ํ•˜๋ฅ˜ ์—…์ฒด๋“ค์ด ํ•„์š”์— ๋”ฐ๋ผ ์ €๊ฐ€ ๋งค์ˆ˜์— ๋‚˜์„ฐ๋‹ค. 155,000์œ„์•ˆ/ํ†ค ์ดํ•˜์—์„œ๋Š” ํ•˜๋ฅ˜์˜ ํ˜„๋ฌผ ์ฃผ๋ฌธ ๋งค์ˆ˜ ์˜ํ–ฅ์ด ๊ณ„์† ํšŒ๋ณต๋˜์—ˆ๋‹ค. ๊ณต๊ธ‰ ์ธก๋ฉด์—์„œ๋Š” ๊ฐ€๊ฒฉ์ด ํ•˜๋ฝํ•จ์— ๋”ฐ๋ผ ํ˜„๋ฌผ ์ฃผ๋ฌธ ํŒ๋งค ์˜ํ–ฅ์ด ์—ฌ์ „ํžˆ ์•ฝํ–ˆ์œผ๋ฉฐ, ์ผ๋ถ€ ๋ฆฌํŠฌ ํ™”ํ•™ ๊ณต์žฅ์€ ๊ฐ€๊ฒฉ์„ ๊ณ ์ˆ˜ํ•˜๋ฉฐ ํŒ๋งค๋ฅผ ๋ณด๋ฅ˜ํ–ˆ๋‹ค. ์ „๋ฐ˜์ ์œผ๋กœ ์‹œ์žฅ ๋ฌธ์˜์™€ ์‹ค์ œ ๊ฑฐ๋ž˜๋Š” ๋น„๊ต์  ํ™œ๋ฐœํ–ˆ๋‹ค.
12์‹œ๊ฐ„ ์ „
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๋” ๋ณด๊ธฐ
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ํ•ต์‹ฌ ์š”์ : 4๋ถ„๊ธฐ ๊ธ‰๋“ฑ ๊ฐ€๋Šฅ์„ฑ์€ ๋‚ฎ์ง€๋งŒ ์™„๋งŒํ•œ ์„ฑ์žฅ์„ธ๋Š” ์ง€์†๋  ์ „๋ง์ž…๋‹ˆ๋‹ค. ์›”๊ฐ„ ์ƒ์‚ฐ๋Ÿ‰์€ 9~10ํ†ค ์ˆ˜์ค€์— ๋จธ๋ฌผ ๊ฒƒ์œผ๋กœ ๋ณด์ด๋ฉฐ, ์ด๋Š” 3๋ถ„๊ธฐ ๋Œ€๋น„ ์†Œํญ ์ƒ์Šน์ด์ง€ ํญ๋ฐœ์  ๋„์•ฝ์€ ์•„๋‹™๋‹ˆ๋‹ค.
13์‹œ๊ฐ„ ์ „
Battery Makers Looking to Integrated Layout to Enhance Their Competitiveness - Shanghai Metals Market (SMM)