GGII：2024下半年-2025年国内锂电设备企业将迎来海外定标高峰期

智通财经07-23

智通财经APP获悉，7月23日，GGII发文称，结合上半年市场情况，GGII对2024年国内锂电设备需求预测为：国内产线改造项目占比较高;一线动力电池企业的新增设备需求占比最高；海外项目今年启动多但落地低于预期，预计批量交付从2025年开始，2024年下半年开启定标高峰期。若下半年国内电池厂海外项目进展顺利则全年招标产能有望达200GWh，对设备企业来说出海已是必选项，战略上建议聚焦头部/优质客户...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2453117036?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-07-23 20:15","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2453117036","market":"sh","top_or_hot":-1,"title":"GGII：2024下半年-2025年国内锂电设备企业将迎来海外定标高峰期","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，7月23日，GGII发文称，结合上半年市场情况，GGII对2024年国内锂电设备需求预测为：国内产线改造项目占比较高;一线动力电池企业的新增设备需求占比最高；海外项目今年启动多但落地低于预期，预计批量交付从2025年开始，2024年下半年开启定标高峰期。若下半年国内电池厂海外项目进展顺利则全年招标产能有望达200GWh，对设备企业来说出海已是必选项，战略上建议聚焦头部/优质客户...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1154652.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GGII：2024下半年-2025年国内锂电设备企业将迎来海外定标高峰期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGGII：2024下半年-2025年国内锂电设备企业将迎来海外定标高峰期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-23 20:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1154652.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，7月23日，GGII发文称，结合上半年市场情况，GGII对2024年国内锂电设备需求预测为：国内产线改造项目占比较高;一线动力电池企业的新增设备需求占比最高；海外项目今年启动多但落地低于预期，预计批量交付从2025年开始，2024年下半年开启定标高峰期。若下半年国内电池厂海外项目进展顺利则全年招标产能有望达200GWh，对设备企业来说出海已是必选项，战略上建议聚焦头部/优质客户...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1154652.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GGII","symbol_name":"Green Globe International, Inc.","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1154652.html","article_id":"2453117036","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2453117036","pubTimestamp":1721736952,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"若下半年国内电池厂海外项目进展顺利则全年招标产能有望达200GWh，对设备企业来说出海已是必选项，战略上建议聚焦头部/优质客户。据GGII调研统计，2023年中国锂电生产设备市场规模为900亿元，市场规模下滑，核心原因为“量价齐跌”，即2023年国内锂电池企业的扩产项目放缓导致对新设备需求的下降及设备价格平均下降20%。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"GGII":"Green Globe International, Inc.","BK4123":"调查和咨询服务"},"translate_title":"GGII: From the second half of 2024 to 2025, domestic lithium battery equipment companies will usher in the peak period of overseas bidding","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GGII":1},"content_text":"智通财经APP获悉，7月23日，GGII发文称，结合上半年市场情况，GGII对2024年国内锂电设备需求预测为：国内产线改造项目占比较高;一线动力电池企业的新增设备需求占比最高；海外项目今年启动多但落地低于预期，预计批量交付从2025年开始，2024年下半年开启定标高峰期。若下半年国内电池厂海外项目进展顺利则全年招标产能有望达200GWh，对设备企业来说出海已是必选项，战略上建议聚焦头部/优质客户。从细分工段设备来看，切叠一体机、UV喷印设备、CT检测设备、大圆柱电芯激光焊接设备等将迎来技术迭代下的结构性市场增长机会。从竞争要素来看，资本为当前竞争第一要素，稳定的资金有助于提升经营抗风险能力，缺乏资金周转的企业在未来2-3年可能被洗牌掉。据GGII调研统计，2023年中国锂电生产设备市场规模为900亿元，市场规模下滑，核心原因为“量价齐跌”，即2023年国内锂电池企业的扩产项目放缓导致对新设备需求的下降及设备价格平均下降20%。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.26.4","shortVersion":"4.26.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2453117036"}