Cov ntaub ntawv tshiab tshaj tawm los ntawm Tuam Tshoj Automobile Industry Innovation Alliance qhia tias tag nrho cov roj teeb hluav taws xob hauv tsev hauv 2020 yog 63.6GWh, nce 2.3% xyoo-rau-xyoo. Ntawm lawv, cov roj teeb ternary load yog 38.9GWh, suav txog 61.1% ntawm tag nrho cov khoom thauj, thiab kev nce ntxiv ntawm 4.1% xyoo-rau-xyoo; ntsia lub peev xwm Lub ntim yog 24.4GWh, accounting rau 38.3% ntawm tag nrho cov ntsia muaj peev xwm, nce 20.6% xyoo-rau-xyoo. Lub zog rov qab los ntawm lithium hlau phosphate yog qhov pom tseeb.

Los ntawm qhov kev xav ntawm kev sib tw ua lag luam, CATL muaj 50% kev lag luam hauv kev lag luam hauv tsev, BYD muaj 14.9%, thiab AVIC Lithium thiab Guoxuan Hi-Tech account rau ntau dua 5%. CATL tau tso npe thawj zaug hauv kev ua lag luam thoob ntiaj teb rau plaub xyoos sib law liag, suav txog kwv yees li 24.8% ntawm kev ua lag luam. Kaus lim qab teb LG Chem suav txog 22.6% ntawm kev ua lag luam; Panasonic suav txog 18.3%; BYD, Samsung SDI thiab SKI suav txog 7.3%, 5.9% thiab 5.1%, feem.

Qhov tseeb ntsia muaj peev xwm qeb duas hauv 2021. CATL>LG Chem> Panasonic> Byd> Samsung SDI> SKI

(2) Muaj peev xwm ntau lawm

Los ntawm 2020 mus rau 2022, Ningde lub peev xwm uas tsis yog koom ua ke yuav yog 90/150/210GWh, thiab nws yuav ncav cuag 450GWh thaum lub phiaj xwm nthuav dav tiav hauv 2025. LG Chem lub peev xwm tam sim no yog 120GWh thiab yuav tau nthuav dav mus txog 260GWh thaum kawg. 2023. SKI tam sim no muaj peev xwm ntau lawm yog 29.7GWh, thiab nws npaj yuav ncav cuag 85GWh nyob rau hauv 2023 thiab tshaj 125GWh nyob rau hauv 2025. Byd lub roj teeb muaj peev xwm yuav ncav cuag 65GWh thaum kawg ntawm 2020, thiab tag nrho cov tsim muaj peev xwm suav nrog “batteries 75GWh” yuav ncav cuag. thiab 100GWh hauv 2021 thiab 2022, raws li.

Tam sim no muaj peev xwm ntau lawm. LG Chem > CATL > Bide > SKI

Npaj muaj peev xwm. CATL>LG Chem>Byd>SKI

(3) Kev faib khoom

Panasonic Corporation ntawm Nyiv yog Tesla tus neeg muag khoom tseem ceeb hauv kev lag luam txawv teb chaws, thiab tom qab ntawd qhia CATL thiab LG Chem. Muaj cov khoom siv hluav taws xob hauv tsev uas tsim muaj zog tshiab. NiO lub tsheb roj teeb yog muab cais los ntawm Ningde Times, Qhov Zoo Tshaj Lij Pib yog muab los ntawm Ningde Times thiab BYD, Xiaopeng Motors yog muab los ntawm Ningde Times, Yiwei Lithium Zog, thiab lwm yam, thiab Weimar Motors thiab Hezhong Tshiab Zog roj teeb cov chaw muag khoom kuj tau tawg.

Cov xov xwm tshiab txog A shares.

Ningde Sijhawm: Txij li Lub Ob Hlis 2020, ze li ntawm 100 billion lub zog tshiab roj teeb kev nqis peev tau ntxiv, thiab 300GWh ntawm cov peev txheej tshiab tau ntxiv. Nyob rau hauv 2025, lub ntiaj teb no lub hwj chim roj teeb yuav nkag mus rau lub TWh era, thiab CATL, raws li lub ntiaj teb no tus thawj coj nyob rau hauv lub hwj chim batteries, yuav tsum nyob rau hauv qeb duas nyob rau hauv cov nqe lus ntawm kev teeb tsa muaj peev xwm thiab ntau lawm.

Thaum Lub Ib Hlis 19, CATL tshaj tawm ob daim ntawv pov thawj rau cov roj teeb uas muaj zog. “Ib txoj kev npaj ntawm cov khoom electrolyte”, disperse lub lithium precursor thiab lub hauv paus atom ligand nyob rau hauv ib tug organic hnyav los tsim thawj cov tshuaj tiv thaiv sib tov; disperse lub borate nyob rau hauv cov organic hnyav los tsim ib qho kev hloov kho. Cov tshuaj tiv thaiv thawj zaug yog tov nrog cov kev hloov kho, thiab cov khoom pib tau txais tom qab ziab. Cov khoom electrolyte yog tau los ntawm thawj cov khoom tom qab sib tsoo, txias nias, thiab kho cua sov. Txoj kev npaj patented tuaj yeem txhim kho qhov ua tau zoo ntawm cov khoom electrolyte, uas yog qhov zoo los ua kom lub zog ceev ntawm tag nrho cov roj teeb hauv lub xeev. “Ib daim ntawv sulfide khoom electrolyte thiab nws txoj kev npaj”, cov khoom siv sulfide electrolyte yog ua ke nrog cov khoom boron doped nyob rau hauv sulfide electrolyte cov ntaub ntawv, thiab tus txheeb ze sib txawv (B0. b100) / B0 yog arbitrary nyob rau saum npoo ntawm daim ntawv electrolyte. Kev sib txawv ntawm qhov sib txawv ntawm boron huab hwm coj concentration B0 ntawm txoj hauj lwm thiab boron huab hwm coj concentration B100 100 μm deb ntawm txoj hauj lwm yog tsawg dua 20%, uas tuaj yeem txo qhov cuam tshuam ntawm anions ntawm lithium ions thiab txhim kho kev sib kis ntawm lithium ions. Nyob rau tib lub sijhawm, doping uniformity thiab conductivity yog txhim kho, lub interface impedance yog txo, thiab lub voj voog kev ua tau zoo ntawm lub roj teeb yog txhim kho.

Byd: Tsis ntev los no, Lub Tsev Haujlwm Saib Xyuas Kev Txawj Ntse Hauv Xeev tau tshaj tawm ntau daim ntawv pov thawj hauv thaj chaw ntawm Byd roj teeb, suav nrog “cov khoom siv cathode thiab nws txoj kev npaj, thiab cov roj teeb lithium hauv lub xeev”. Qhov no patent muab cov ntaub ntawv cathode thiab cov txheej txheem kev npaj cov roj teeb lithium. Cov khoom siv hluav taws xob zoo tuaj yeem tsim lub lithium ion kis tau tus mob channel thiab electron xa mus rau tib lub sijhawm, uas txhim kho lub peev xwm, thawj zaug lap coulombic efficiency, kev ua haujlwm ntawm lub voj voog, thiab kev ua haujlwm siab ntawm cov roj teeb lithium. Ib qho khoom siv electrolyte thiab nws txoj kev npaj thiab cov roj teeb lithium “lub hom phiaj los daws cov teeb meem ntawm lub zog tsawg thiab kev nyab xeeb tsis zoo ntawm cov khoom siv hluav taws xob lithium uas twb muaj lawm. “Ib gel thiab nws txoj kev npaj” qhia tau hais tias BYD yog nyob rau hauv lub tshav pob ntawm semi-khoom roj teeb Progress tau ua.

Guoxuan Hi-Tech: Lithium hlau phosphate 210Wh/kg mos-pob monomer roj teeb thiab JTM roj teeb Lithium hlau phosphate 210Wh/kg mos-pob monomer roj teeb yog cov khoom uas muaj lub zog siab tshaj plaws nyob rau hauv lub lithium hlau phosphate system nyob rau hauv lub ntiaj teb no, nws tus kheej tsim High-performance hlau phosphate Nrog lithium cov ntaub ntawv, high-gram-weight silicon anode cov ntaub ntawv thiab advanced pre-lithium technology, lub zog ceev ntawm lub monomer tau mus txog rau theem ntawm lub ternary NCM5 system. Nyob rau hauv JTM, J yog lub coil core thiab M yog lub module. Cov khoom siv roj teeb ntawm cov khoom no tau yooj yim heev, cov txheej txheem tsim tau yooj yim heev, lub roj teeb ua haujlwm tau zoo heev, tus nqi tag nrho raug txo kom tsawg, thiab kev hloov pauv ntawm lub roj teeb pob tau zoo heev.

Txoj haujlwm MEB koom ua ke tsim nrog Volkswagen hais txog tus qauv MEB module tsim ntawm terpolymer thiab hlau-lithium chemical system, thiab nws xav tias yuav ua tiav ntau lawm thiab muab khoom hauv 2023.

Xinwangda: Tau txais tsab ntawv los ntawm Renault-Nissan cov neeg muab khoom sib koom ua ke hauv lub Plaub Hlis 2019 los muab 1.157 lab teeb ntawm cov roj teeb tsheb hybrid hauv 7 xyoo tom ntej. Nws yog conservatively kwv yees tias qhov kev txiav txim yuav ntau tshaj 10 billion yuan. Thaum Lub Rau Hli 2020, Nissan tshaj tawm tias nws yuav koom tes nrog Xinwangda los tsim cov roj teeb nyob rau hauv lub tsheb tom ntej rau cov tshuab hluav taws xob.

Eve Lithium roj teeb. Thaum Lub Ib Hlis Ntuj Tim 19, Efe Lithium tshaj tawm qhov kev tshaj tawm ntawm Jingmen cylindrical roj teeb khoom kab, nce txhua xyoo muaj peev xwm ntawm 18650 lithium roj teeb los ntawm 2.5GWh rau 5GWh, nrog rau txhua xyoo tso zis ntawm 430 lab. Cov koob no yuav siv rau cov tsheb kauj vab hluav taws xob.

Feineng Technology. Feineng Technology yog ib lub tuam txhab ua lag luam hauv Suav teb ternary mos pob fais fab roj teeb. Nws tau tsim kev koom tes nrog Geely, nrog rau tag nrho cov peev txheej yav tom ntej ntawm 120GWh, ntawm qhov kev tsim kho yuav pib xyoo 2021.