{"id":829,"date":"2025-03-20T07:05:31","date_gmt":"2025-03-20T06:05:31","guid":{"rendered":"https:\/\/ujvilagtrend.hu\/?p=829"},"modified":"2025-03-26T17:49:01","modified_gmt":"2025-03-26T16:49:01","slug":"arcsokkentes-es-terjeszkedes-merre-tart-a-catl","status":"publish","type":"post","link":"https:\/\/ujvilagtrend.hu\/?p=829","title":{"rendered":"\u00c1rcs\u00f6kkent\u00e9s \u00e9s terjeszked\u00e9s: merre tart a CATL?"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">Cs\u00f6kken\u0151 bev\u00e9tel, de rekordprofit<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A k\u00ednai <strong>CATL<\/strong> 2024-ben <strong>el\u0151sz\u00f6r szenvedett el bev\u00e9telcs\u00f6kken\u00e9st<\/strong> t\u0151zsdei bevezet\u00e9se \u00f3ta. A v\u00e1llalat <strong>3620 milli\u00e1rd j\u00fcan (~181 000 milli\u00e1rd forint) bev\u00e9telt \u00e9rt el<\/strong>, ami <strong>9,7%-os visszaes\u00e9st jelent<\/strong>, ennek ellen\u00e9re a <strong>nett\u00f3 nyeres\u00e9ge 15%-kal n\u0151tt<\/strong>, el\u00e9rve <strong>507 milli\u00e1rd j\u00fcan (~25 350 milli\u00e1rd forint)t<\/strong>, azaz napi <strong>1,39 milli\u00e1rd j\u00fcan (~70 milli\u00e1rd forint)<\/strong> profitot.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>A n\u00f6veked\u00e9s f\u0151 oka az \u00fczemi k\u00f6lts\u00e9gek cs\u00f6kkent\u00e9se volt<\/strong>, amely <strong>15,6%-kal esett vissza<\/strong>, ellens\u00falyozva a bev\u00e9telcs\u00f6kken\u00e9s hat\u00e1sait. A befektet\u0151k k\u00f6r\u00e9ben k\u00fcl\u00f6n\u00f6sen pozit\u00edv fogadtat\u00e1sra tal\u00e1lt, hogy a v\u00e1llalat <strong>ism\u00e9t tervezi, hogy nyeres\u00e9g\u00e9nek fel\u00e9t osztal\u00e9kk\u00e9nt kifizeti<\/strong>, ami <strong>253,7 milli\u00e1rd j\u00fcan (~12 685 milli\u00e1rd forint)t jelent<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Elad\u00e1sok n\u0151nek, bev\u00e9tel cs\u00f6kken<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A CATL <strong>vil\u00e1gpiaci r\u00e9szesed\u00e9se tov\u00e1bbra is domin\u00e1ns<\/strong>, az <strong>SNE Research adatai szerint<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Hajt\u00f3akkumul\u00e1torok<\/strong> ter\u00e9n: <strong>37,9%-os<\/strong> glob\u00e1lis r\u00e9szesed\u00e9s<\/li>\n\n\n\n<li><strong>T\u00e1rol\u00f3akkumul\u00e1torok<\/strong> ter\u00e9n: <strong>36,5%-os<\/strong> r\u00e9szesed\u00e9s<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">B\u00e1r a v\u00e1llalat <strong>381 gigawatt\u00f3r\u00e1nyi hajt\u00f3akkumul\u00e1tort \u00e9rt\u00e9kes\u00edtett<\/strong>, ami <strong>18,85%-os n\u00f6veked\u00e9st jelentett<\/strong>, az ebb\u0151l sz\u00e1rmaz\u00f3 bev\u00e9tel <strong>11,29%-kal cs\u00f6kkent<\/strong>. Hasonl\u00f3 tendencia figyelhet\u0151 meg a <strong>t\u00e1rol\u00f3akkumul\u00e1torok<\/strong> eset\u00e9ben is: <strong>34,32%-os \u00e9rt\u00e9kes\u00edt\u00e9si n\u00f6veked\u00e9s<\/strong>, de az \u00e1rbev\u00e9tel <strong>4,36%-kal esett vissza<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>A visszaes\u00e9s f\u0151 oka az akkumul\u00e1tor\u00e1rak cs\u00f6kken\u00e9se volt<\/strong>, amelyet a <strong>nyersanyag\u00e1rak zuhan\u00e1sa \u00e9s az ipar\u00e1gi \u00e1rverseny fokoz\u00f3d\u00e1sa<\/strong> id\u00e9zett el\u0151:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A <strong>l\u00edtium \u00e9s foszf\u00e1talap\u00fa<\/strong> akkumul\u00e1torok alapanyagk\u00f6lts\u00e9ge <strong>48%-kal esett vissza<\/strong><\/li>\n\n\n\n<li>A <strong>t\u00e1rol\u00f3akkumul\u00e1torok \u00e1ra<\/strong> 0,32 j\u00fcan\/Wh-ra cs\u00f6kkent<\/li>\n\n\n\n<li>A <strong>hajt\u00f3akkumul\u00e1torok \u00e1ra<\/strong> 0,4 j\u00fcan\/Wh-r\u00f3l <strong>0,33 j\u00fcan\/Wh-ra<\/strong> esett<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">B\u00e1r a CATL <strong>\u00e1rakat cs\u00f6kkentett<\/strong>, pr\u00e9mium term\u00e9kei, mint a <strong>Senhsing \u00e9s Csilin akkumul\u00e1torok<\/strong>, tov\u00e1bbra is <strong>5-15%-kal az ipar\u00e1gi \u00e1tlag felett maradtak<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">T\u00e1rol\u00f3akkumul\u00e1torok a nyeres\u00e9g \u00e9l\u00e9n<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Meglepet\u00e9sre nem a hajt\u00f3akkumul\u00e1torok, hanem a t\u00e1rol\u00f3akkumul\u00e1torok hozt\u00e1k a legnagyobb profitot<\/strong>.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>T\u00e1rol\u00f3akkumul\u00e1torok brutt\u00f3 haszonkulcsa<\/strong>: <strong>26,84%<\/strong><\/li>\n\n\n\n<li><strong>Hajt\u00f3akkumul\u00e1torok brutt\u00f3 haszonkulcsa<\/strong>: <strong>23,94%<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Ez volt az els\u0151 alkalom, hogy a t\u00e1rol\u00f3akkumul\u00e1torok <strong>profitabilit\u00e1sban megel\u0151zt\u00e9k<\/strong> a hajt\u00f3akkumul\u00e1torokat.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Magasabb profit, cs\u00f6kken\u0151 r\u00e9szesed\u00e9s<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A CATL <strong>belf\u00f6ldi piaci jelenl\u00e9te tov\u00e1bbra is meghat\u00e1roz\u00f3<\/strong>, az \u00e9rt\u00e9kes\u00edtett hajt\u00f3akkumul\u00e1torok <strong>t\u00f6bb mint 70%-\u00e1t k\u00ednai aut\u00f3gy\u00e1rt\u00f3k haszn\u00e1lj\u00e1k<\/strong>, mint a <strong>Nio, Li Auto vagy XPeng<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ezzel szemben <strong>a t\u00e1rol\u00f3akkumul\u00e1torok f\u0151k\u00e9nt k\u00fclf\u00f6ld\u00f6n ker\u00fclnek \u00e9rt\u00e9kes\u00edt\u00e9sre<\/strong>, de az <strong>export\u00e1lt hajt\u00f3akkumul\u00e1torok mennyis\u00e9ge is n\u0151tt<\/strong>, 97,4 GWh-ra, ami <strong>10,9%-os n\u00f6veked\u00e9st jelentett<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">B\u00e1r a <strong>k\u00fclf\u00f6ldi \u00e9rt\u00e9kes\u00edt\u00e9s 1103 milli\u00e1rd j\u00fcan (~55 150 milli\u00e1rd forint)<\/strong> bev\u00e9telt hozott, a <strong>k\u00fclf\u00f6ldi piaci r\u00e9szesed\u00e9s 32,67%-r\u00f3l 30,48%-ra cs\u00f6kkent<\/strong>, mivel a villamos\u00edt\u00e1si \u00e1t\u00e1ll\u00e1s <strong>lassabb \u00fctemben zajlik nemzetk\u00f6zi szinten<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A <strong>k\u00fclf\u00f6ldi piac tov\u00e1bbra is magasabb nyeres\u00e9gh\u00e1nyaddal m\u0171k\u00f6dik<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>K\u00fclf\u00f6ldi brutt\u00f3 haszonkulcs<\/strong>: <strong>29,45%<\/strong><\/li>\n\n\n\n<li><strong>Belf\u00f6ldi brutt\u00f3 haszonkulcs<\/strong>: <strong>22,25%<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Az egyik kiemelked\u0151 nyeres\u00e9g\u0171 projekt a sza\u00fadi V\u00f6r\u00f6s-tengeri v\u00e1ros energiat\u00e1rol\u00f3 rendszere<\/strong>, ahol egyetlen megrendel\u00e9s <strong>38%-os haszonkulcsot hozott<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Tov\u00e1bbi nemzetk\u00f6zi terjeszked\u00e9s<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A CATL <strong>tov\u00e1bb n\u00f6veli nemzetk\u00f6zi jelenl\u00e9t\u00e9t<\/strong>, \u00e9s ennek \u00e9rdek\u00e9ben jelent\u0151s forr\u00e1sokat mozg\u00f3s\u00edt:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>20 milli\u00e1rd doll\u00e1rnyi k\u00f6tv\u00e9nyt bocs\u00e1tott ki<\/strong>, amelyb\u0151l <strong>11 milli\u00e1rd doll\u00e1r<\/strong> a <strong>n\u00e9metorsz\u00e1gi T\u00fcringia gy\u00e1r<\/strong> b\u0151v\u00edt\u00e9s\u00e9re megy<\/li>\n\n\n\n<li><strong>4 milli\u00e1rd doll\u00e1r<\/strong> a <strong>k\u00fclf\u00f6ldi m\u0171k\u00f6d\u00e9si k\u00f6lts\u00e9gek fedez\u00e9s\u00e9re<\/strong> szolg\u00e1l<\/li>\n\n\n\n<li><strong>Hongkongi t\u0151zsdei bevezet\u00e9s<\/strong> 2024 febru\u00e1rj\u00e1ban, <strong>legal\u00e1bb 50 milli\u00e1rd doll\u00e1r<\/strong> t\u0151kebevon\u00e1si c\u00e9llal<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Munkaer\u0151b\u0151v\u00edt\u00e9s \u00e9s b\u00e9rek alakul\u00e1sa<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A CATL <strong>munkav\u00e1llal\u00f3inak sz\u00e1ma is jelent\u0151sen n\u0151tt<\/strong>, <strong>13,2 ezer f\u0151re<\/strong>, ami <strong>1,6 ezer f\u0151s b\u0151v\u00fcl\u00e9st jelentett<\/strong> egy \u00e9v alatt.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>6000 \u00faj dolgoz\u00f3t toboroztak ipar\u00e1gi szak\u00e9rt\u0151k\u00e9nt<\/strong><\/li>\n\n\n\n<li><strong>2000 \u00faj diplom\u00e1st vettek fel K\u00edn\u00e1b\u00f3l \u00e9s k\u00fclf\u00f6ldr\u0151l<\/strong><\/li>\n\n\n\n<li><strong>1200 k\u00e9k gall\u00e9ros dolgoz\u00f3t alkalmaztak szakiskol\u00e1kb\u00f3l<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">A v\u00e1llalat <strong>186,53 milli\u00e1rd j\u00fcan (~9 326 milli\u00e1rd forint)t<\/strong> fizetett ki munkav\u00e1llal\u00f3inak 2024-ben, ami alapj\u00e1n az <strong>\u00e1tlagos \u00e9ves fizet\u00e9s 141,3 ezer j\u00fcan volt<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Merre tov\u00e1bb?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A <strong>CATL tov\u00e1bbra is a vil\u00e1g vezet\u0151 akkumul\u00e1torgy\u00e1rt\u00f3ja<\/strong>, de az ipar\u00e1gi <strong>\u00e1rverseny \u00e9s a cs\u00f6kken\u0151 nyersanyag\u00e1rak nyom\u00e1s al\u00e1 helyezik<\/strong> a bev\u00e9teleit. A <strong>profitabilit\u00e1s fenntart\u00e1sa \u00e9rdek\u00e9ben<\/strong> a v\u00e1llalat <strong>er\u0151s\u00edti nemzetk\u00f6zi jelenl\u00e9t\u00e9t \u00e9s a magasabb hozz\u00e1adott \u00e9rt\u00e9k\u0171 term\u00e9kekre f\u00f3kusz\u00e1l<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>A k\u00fclf\u00f6ldi piacok \u00e9s a t\u00e1rol\u00f3akkumul\u00e1torok jelentik a c\u00e9g \u00faj n\u00f6veked\u00e9si motorj\u00e1t<\/strong>, mik\u00f6zben a <strong>hajt\u00f3akkumul\u00e1tor-piac tel\u00edt\u0151d\u00e9se miatt a verseny egyre ki\u00e9lezettebb\u00e9 v\u00e1lik<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">(<em><a href=\"https:\/\/www.sohu.com\/a\/872708387_100001551?scm=10001.542_14-200000.0.0.&amp;spm=smpc.home.business-news11.10.1742407640349gM4QElZ_1467\" title=\"\">Sohu<\/a><\/em>)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Cs\u00f6kken\u0151 bev\u00e9tel, de rekordprofit A k\u00ednai CATL 2024-ben el\u0151sz\u00f6r szenvedett el bev\u00e9telcs\u00f6kken\u00e9st t\u0151zsdei bevezet\u00e9se \u00f3ta. A v\u00e1llalat 3620 milli\u00e1rd j\u00fcan (~181 000 milli\u00e1rd forint) bev\u00e9telt \u00e9rt el, ami 9,7%-os visszaes\u00e9st jelent, ennek ellen\u00e9re a nett\u00f3 nyeres\u00e9ge 15%-kal n\u0151tt, el\u00e9rve 507 milli\u00e1rd j\u00fcan (~25 350 milli\u00e1rd forint)t, azaz napi 1,39 milli\u00e1rd j\u00fcan (~70 milli\u00e1rd forint) profitot. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":832,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jnews-multi-image_gallery":[],"jnews_single_post":{"format":"standard"},"jnews_primary_category":[],"jnews_override_bookmark_settings":[],"jnews_social_meta":[],"jnews_override_counter":[],"footnotes":""},"categories":[2454],"tags":[512,572,574,47,573],"class_list":["post-829","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-kategoria-nelkuli-hu","tag-akkumulatorok","tag-catl","tag-energiatarolas","tag-kina","tag-kinai-gazdasag"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/ujvilagtrend.hu\/index.php?rest_route=\/wp\/v2\/posts\/829","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ujvilagtrend.hu\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ujvilagtrend.hu\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ujvilagtrend.hu\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ujvilagtrend.hu\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=829"}],"version-history":[{"count":1,"href":"https:\/\/ujvilagtrend.hu\/index.php?rest_route=\/wp\/v2\/posts\/829\/revisions"}],"predecessor-version":[{"id":833,"href":"https:\/\/ujvilagtrend.hu\/index.php?rest_route=\/wp\/v2\/posts\/829\/revisions\/833"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ujvilagtrend.hu\/index.php?rest_route=\/wp\/v2\/media\/832"}],"wp:attachment":[{"href":"https:\/\/ujvilagtrend.hu\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=829"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ujvilagtrend.hu\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=829"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ujvilagtrend.hu\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=829"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}