Kwanan nan, Ministan Masana’antu da Fasahar Watsa Labarai Miao Wei ya bayyana a taron 2019 Electric Vehicle Forum cewa muna aiki tuƙuru don tsara manufofin tallafin 2019 (sababbin motocin makamashi). Babban ƙa’idar ita ce tabbatar da cewa bayan an soke duk tallafin a cikin 2021, masana’antar ba za ta sami babban canji ba. Sannu a hankali saki matsa lamba da ke haifar da retrograde don hana wuce gona da iri, wanda zai haifar da karuwa mai yawa sannan kuma babban digo.

A gaskiya, a kusa da gyara na sabon makamashi abin hawa tallafin da a shekarar 2019, da masana’antu ya Jita-jitar a mahara versions, tsakanin wanda masana’antun an fi damuwa game da bukatun na baturi makamashi yawa. Don biyan buƙatun da ke ƙaruwa koyaushe, kowane masana’anta shima kyakkyawan ra’ayi ne. Ana samun sabbin kayayyaki da sabbin marufi, amma akwai kuma al’adu kamar Cibiyar Fasaha ta Xuanguan (002074-CN), baƙin ƙarfe phosphate. Ya kamata a shigar da wannan baranda a cikin 2018 don batir lithium mai ƙarfi na cikin gida. Matsayi na uku a iya aiki, menene ainihin Xuanguan Hi-Tech ke tunani akai?

A gaskiya ma, matsayin Guoxuan a matsayi na uku yana da ɗan kunya saboda kawai kashi 5 cikin 300750 na yawan kayan aikin ƙasar, yayin da manyan Ningde Times guda biyu (002594-CN) da BYD (60-CN) suka haɗa da jimlar ƙasar. Kashi 300014% na ƙarfin da aka shigar yana da tabbataccen tasirin kai kuma yana cikin echelon na farko. Guoxuan yana biye da Lishen, Funeng, Bick, da Yiwei Lithium (3-CN), kowanne yana lissafin kusan kashi XNUMX%, wanda ya zama na biyu. An kama Guo Xuan a tsakanin ‘yan wasan biyu kuma ya kasa yin gaggawar tashi, yana fargabar yadda ‘yan wasan da ke baya suka ci su.

A cikin kashi uku na farkon wannan shekara, jimilar ƙarfin ƙarfin batirin lithium na motocin fasinja masu amfani da wutar lantarki a ƙasata ya kai 16.06GWh, wanda ya kai kashi 87%, kuma batirin lithium iron phosphate ya kai kashi 12%. Guoxuan High-Tech kamar wata saniya ce mai taurin kai tana riƙe da tsohuwar baturin phosphate na lithium baƙin ƙarfe a cikin ƙarfin ƙattai zuwa ga babban nickel ternary da fakiti masu laushi. A cikin kashi uku na farko na shekarar 2018, ƙarfin shigar da batir phosphate na lithium baƙin ƙarfe ya kai 1.41GWh, wanda ya kai kusan kashi 90%, wanda bai dace da makauniyar neman kuzarin kasuwa ba. Menene manufar taurin kai haka?

A cikin sabuwar masana’antar kera motoci ta makamashi na kusan shekaru goma, ta gabatar da manufar kera motoci da ƙirar batir dangane da manufofin tallafin.

Da farko, mafi aminci na lithium baƙin ƙarfe phosphate a hankali ana maye gurbinsu da kayan terpolymer tare da mafi girman ƙarfin kuzari. Sa’an nan, don rage nauyin baturi, an maye gurbin murfin karfe na batir cylindrical da murabba’i tare da kayan marufi mai sassauƙa da aka yi da fim ɗin filastik na aluminum. Amma wannan ƙirar tana farawa don gina sabuwar motar makamashi mai kyau? Ko duba layin tallafin motocin makamashi masu sabuntawa? A cikin 2016, Ma’aikatar Masana’antu da Fasahar Watsa Labarai ta dakatar da shigar da motocin batir lithium na ternary a cikin haɓaka sabbin motocin makamashi saboda haɗarin aminci. abun ciki.

Kwatankwacin aiki na al’adar kayan baturi na cathode

Amfanin phosphate na baƙin ƙarfe na lithium shine cewa yana da mafi aminci da rayuwar sake zagayowar, kuma farashin ya fi araha. Tare da babban aikace-aikacen batir lithium na nickel, cobalt, da manganese ternary lithium, farashin cobalt ya tashi sama, kuma fa’idar fa’idar baƙin ƙarfe da batir phosphoric acid ya ƙara bayyana.

Kididdigar konewar abin hawan lantarki a cikin shekaru goma na farkon 2018

Abin da ke sama shi ne kididdigar kididdigar da aka samu na hadurran gobarar motocin lantarki na kasar Sin a cikin watanni 10 na farkon shekarar 2018. Lokacin bazara shi ne lokacin kololuwar gobara. Abubuwan da ke ƙasa suna da ƙarfin ƙarfin ƙarfi, amma idan babu aminci, menene wannan yake nufi?

Tunanin ƙira na cin abinci ga tallafin ya kuma haifar da tunani na tsari. A karshe, hukumar raya kasa da yin garambawul ta soke bukatu na yawan makamashi na batir lithium a cikin “Dokokin Gudanar da Zuba Jari a Masana’antar Motoci” da aka fitar a ranar 18 ga Disamba, 2018.

Don haka, ƙwararrun masana’antu da yawa suna hasashen cewa sabuwar manufar tallafin abin hawa makamashi a cikin 2019 maiyuwa ba za ta iya ƙara yawan buƙatun makamashi na batir lithium ba, wanda bai cancanci sadaukar da aminci ba. Wannan babbar fa’ida ce ga Fasahar Guoxuan, wacce ta dage akan yin amfani da batirin ƙarfe phosphate na lithium-ion. Muna kuma so mu duba. Ba tare da tallafi ba, wa ya fi yin gasa?

kasuwa gane

Hasali ma, a muhallin raguwar tallafin sabbin motocin makamashi, kyawun batir phosphate na lithium baƙin ƙarfe ya ƙara fitowa fili. JAC shine babban abokin ciniki na manyan motocin fasinja na fasaha na Guoxuan. Bisa yarjejeniyar hadin gwiwa bisa dabarun hadin gwiwa da kamfanonin biyu suka cimma, baya ga karshen shekarar 2018, Guoxuan High-tech zai kuma samar da fakitin batirin iEVA3,500 na lithium iron phosphate guda 50 ga JAC a batches. A cikin 2019, Guoxuan Hi-Tech ya ba da tabbacin ci gaba da haɓaka fiye da 4GWh na batura don nau’ikan JAC 7 ciki har da motocin fasinja da motocin kasuwanci, tare da jimilar fitar da darajar sama da yuan biliyan 4, wanda kusan yayi daidai da jimilar shekara-shekara. kudaden shiga na Guoxuan Hi-Tech a cikin 2017.

Bugu da kari, abokiyar huldar Guoxuan Chery New Energy ita ma tana shirin kara yawan amfani da sinadarin iron phosphate na lithium a cikin motocin fasinja.

Ƙoƙari a fagen ƙarfin ƙarfin ƙarfin ƙarfin ƙarfin batirin lithium

A zahiri, Guoxuan baya niyyar yin fare mai matsananciyar wahala. A halin yanzu, fitowar batirin Lithium High-tech na Guoxuan ya karu zuwa 3GWh, kuma samfuran batirin na uku na 622 suna da yawan kuzarin sama da 210Wh/kg kuma za a isar da su a cikin Yuni 2018.

Bugu da kari, Guoxuan High-tech ya gudanar da babban aikin fasaha mai karfin 300Wh/KG na Ma’aikatar Kimiyya da Fasaha. A ranar 10 ga watan Janairu, dandalin hulda da masu zuba jari na cibiyar sadarwa, kamfanin ya bayyana cewa, kamfanin ya kammala aikin shimfida na’urori na layin mai laushi mai karfin 1GWh da ke tallafawa yuan ukun 811. Ana sa ran za a samu yawan samar da batura masu taushi 811 na ternary a shekara mai zuwa. .

2021, batir phosphate na lithium baƙin ƙarfe za su haifar da juyi

Me zai faru bayan 2021? Wannan wani cikas ne da duk kamfanonin da ke kewaye da sabon sarkar masana’antar motocin makamashi ke fuskanta. Maimakon samun ƙuntatawa ta hanyar tallafi, kamfanonin mota za su iya tsara sababbin motocin makamashi a kusa da aminci, farashi, da ƙwarewar mabukaci.

Wannan kuma yana da kyau ga masu amfani. Wadanda ke da sha’awar nauyi da tsawon rai na iya zaɓar baturin lithium mai laushi na ternary. Wadanda ba su damu da farashin ba za su iya zaɓar baturin lithium mai ƙarfi mai ƙarfi tare da babban abun ciki na cobalt.

Abu mafi mahimmanci shine nau’ikan nau’ikan batir lithium masu ƙarfi na iya yin gasa daidai, kuma masu amfani za su iya zaɓar samfuran da suka dace da su. Idan kuna son kwatanta BYD da Tesla, ba za ku iya taimakawa ba sai dai kwatanta wanne ya fi fasahar baturi. Bari mu dubi halayen baturin su. BYD yana amfani da ƙarin batir phosphate na lithium-ion baƙin ƙarfe, waɗanda ke da tsawon rayuwar batir da ingantaccen aikin aminci. Koyaya, ƙarancin makamashi yana da ƙasa kuma caji da farashin fitarwa yana da yawa. Lithium-ion iron phosphate baturi na bukatar ƙarin batura don tafiya iri ɗaya. Kamar masu hawan dutse guda biyu, ‘yan wasan phosphate na ƙarfe, idan yana son isa saman dutsen, yana buƙatar ƙarin abinci. A wasu kalmomi, yana buƙatar babban jakar baya don ɗaukar nauyi.

BYD

Ya kamata a lura cewa Tesla a zahiri ba shi da fasahar baturi, sai don sarrafa lantarki da taimakon direba. Wani ya taɓa taƙaita farkon Tesla kamar: Motar lantarki ta Tesla = Batirin Panasonic + Motar Taiwan) + kayan sarrafa lantarki + Mazda chassis + harsashi. Wannan ya raina Tesla, amma ba ta tunanin babban abu ne.