Iyo 2019 nyowani yemagetsi mota rubatsiro haisati yatemwa, ndiani “murindi wehusiku” wesimba lithium bhatiri?

Nguva pfupi yadarika, Gurukota reIndasitiri neRuzivo rweTekinoroji Miao Wei akataura pa2019 Electric Vehicles Forum kuti tiri kushanda nesimba kugadzira mutemo werubatsiro wa2019 (mota nyowani dzesimba). Nheyo yakajairika ndeyekuona kuti mushure mekubviswa kwese rubatsiro muna 2021, iyo indasitiri haizosangana nekuchinja kukuru. Zvishoma nezvishoma regedza kumanikidzwa kunokonzerwa nekudzoreredza kudzivirira yakawandisa retrograde, izvo zvinokonzeresa kuwedzera kukuru uyezve kudonha kukuru.

Muchokwadi, kutenderedza kugadziridzwa kwemagetsi matsva emagetsi emagetsi muna 2019, iyo indasitiri yakafungidzira pane akawanda mavhezheni, pakati peawo vagadziri vanonyanya kunetseka nezve izvo zvinodikanwa zvebhatiri simba density. Kuzadzisa kudiwa kunoramba kuchiwedzera, mugadziri wega wega ipfungwa yakanaka. Zvishandiso zvitsva uye kurongedza kutsva zviripo, asi kune zvakare tsika senge Xuanguan Technology Center (002074-CN), iron phosphate. Iri vharanda rinofanira kuiswa muna 2018 kune epamba simba lithium mabhatiri. Yakaiswa chechitatu mukugona, chii chaizvo chiri kufunga Xuanguan Hi-Tech?

Sezvineiwo, chinzvimbo chaGuoxuan pachinhanho chechitatu chinotonyadzisa nekuti chinongoverengera 5% yehuwandu hwakaiswa hwenyika, nepo mbiri dzepamusoro Ningde Times (300750-CN) neBYD (002594-CN) pamwe chete dzinoverengera nyika yose. 60% yesimba rakaiswa rine mhedzisiro yemusoro uye ndeye yekutanga echelon. Guoxuan inoteverwa naLishen, Funeng, Bick, uye Yiwei Lithium (300014-CN), imwe neimwe inoverengera inenge 3%, ichigadzira chikamu chechipiri. Guo Xuan akabatwa pakati pemaechelons maviri uye akatadza kumhanyisa, achinetsekana nekubatwa nechikwata kumashure.

Muzvikamu zvitatu zvekutanga zvegore rino, huwandu hwakaiswa huwandu hwemabhatiri e-lithium emotokari dzinotakura vanhu munyika yangu yaive 16.06GWh, inoverengera 87%, uye mabhatiri e-lithium iron phosphate akangoita gumi nemaviri chete%. Guoxuan High-Tech yakafanana nemhou yakasindimara yakabata bhatiri rekare relithium iron phosphate musimba rehofori yakananga kune yakakwira nickel ternary nemapaketi akapfava. Muzvikamu zvitatu zvekutanga zve 12, iyo yakaiswa simba re lithium iron phosphate mabhatiri aive 2018GWh, achiverengera anosvika makumi mapfumbamwe muzana, izvo zvisingaenderane nemusika kutsvaga hupofu hwekuwanda kwesimba. Chinangwa chekuomesa musoro kudaro chii?

Muindasitiri yemotokari nyowani yemagetsi kweanoda kusvika makore gumi, yakaunza pfungwa yekugadzira mota uye dhizaini yebhatiri yakatenderedza mutemo werubatsiro.

Chekutanga pane zvese, iyo yakachengeteka lithium iron phosphate inotsiviwa zvishoma nezvishoma ne terpolymer zvinhu zvine yakakwira simba density. Zvadaro, kuitira kuderedza huremu hwebhatiri, simbi yesimbi yecylindrical uye sikweya mabhatiri yakatsiviwa neinochinjika yekurongedza zvinhu yakagadzirwa nealuminum plastiki firimu. Asi dhizaini iyi ndiyo yekutanga kuvaka mota yakanaka yemagetsi? Kana kuti tarisa mutsara werubatsiro rwemotokari dzesimba renewable? Muna 2016, Bazi reMaindasitiri neRuzivo rweTekinoroji rakamisa kuisirwa kweternary lithium bhatiri mabhazi mukusimudzira mota nyowani dzemagetsi nekuda kwenjodzi dzinogona kuitika. content.

Kuenzanisa kwekuita kweyakajairwa lithium bhatiri cathode zvinhu

Kubatsira kwe lithium iron phosphate ndeyekuti ine kuchengetedzwa kuri nani uye kutenderera hupenyu, uye mutengo unokwanisika. Nekushandiswa kwakakura kwenickel, cobalt, uye manganese ternary lithium mabhatiri, mutengo wecobalt wakasimudzwa kumusoro, uye kukosha kwemutengo wesimbi uye phosphoric acid mabhatiri ave pachena.

Nhamba dzetsaona dzekutsva kwemotokari yemagetsi mumakore gumi ekutanga e2018

Izvo zviri pamusoro apa ndeye nhamba ye data yeChina yemagetsi emagetsi emoto njodzi mumwedzi yekutanga ye10 ye 2018. Zhizha ndiyo nguva yepamusoro yemoto. Ternary zvinhu zvine simba rakanyanya density, asi kana pasina kuchengeteka, izvi zvinorevei?

Iyo dhizaini yedhizaini yekupa kune rubatsiro yakamutsawo kudzora kufungisisa. Pakupedzisira, National Development and Reform Commission yakadzima zvinodikanwa zvesimba remagetsi e-lithium mabhatiri mu “Regulations on Investment Management muIndasitiri Yemotokari” yakapihwa muna Zvita 18, 2018.

Naizvozvo, nyanzvi zhinji dzeindasitiri dzinofungidzira kuti iyo nyowani yemagetsi mota yekutsigira mutemo muna 2019 inogona kusawedzera simba density inodiwa yemagetsi lithium bhatiri, iyo isingakodzeri kupira kuchengetedza. Ichi chikomborero chikuru cheGuoxuan Technology, iyo inosimbirira pakushandisa lithium-ion iron phosphate mabhatiri. Tinodawo kutarisa. Pasina rubatsiro, ndiani anonyanya kukwikwidza?

kuzivikanwa kwemusika

Muchokwadi, munharaunda yekuderera kwerubatsiro rwemotokari nyowani dzesimba, kukwezva kwemabhatiri e-lithium iron phosphate kwave kuwedzera uye kukurumbira. JAC ndiye mutengi mukuru weGuoxuan’s high-tech vafambi mota. Zvinoenderana nechibvumirano chekudyidzana chakaitwa pakati pemakambani maviri aya, kunze kwekupera kwa2018, Guoxuan High-tech ichapawo zviuru zvitatu nemazana mashanu eEVA3,500 lithium iron phosphate battery packs kuJAC mumabhechi. Muna 50, Guoxuan Hi-Tech yakavimbisa kuenderera mberi kweanopfuura 2019GWh emabhatiri e4 modhi dzeJAC dzinosanganisira mota dzinotakura vanhu uye mota dzekutengesa, ine huwandu hwakakwana hwekubuda hunodarika mabhiriyoni mana emayuan, ayo anenge akaenzana neiyo yegore rose. mari yeGuoxuan Hi-Tech muna 7. .

Pamusoro pezvo, shamwari yaGuoxuan Chery New Energy inorongawo kuwedzera kushandiswa kwe lithium iron phosphate mumotokari dzinotakura vanhu.

Kuedza mumunda wepamusoro simba density simba lithium mabhatiri

Muchokwadi, Guoxuan haadi kuita kubheja kwekupererwa. Parizvino, kubuda kweGuoxuan High-tech ternary lithium bhatiri yakawedzera kusvika pa3GWh, uye zvigadzirwa zvayo mazana matanhatu nemakumi maviri nemaviri ebhatiri zvine simba rinopfuura 622Wh/kg uye ichaunzwa muna Chikumi 210.

Pamusoro pezvo, Guoxuan High-tech yaita 300Wh/KG yakakwirira-simba density hombe tekinoroji chirongwa cheBazi reSainzi neTekinoroji. Musi waNdira 10, panoramic network investor interaction platform, kambani yakataura kuti kambani yakapedza kugadzwa kwemidziyo ye1GWh yakapfava yakapfava mutsara inotsigira matatu yuan 811. Zvinotarisirwa kuzadzisa kugadzirwa kwakawanda kweternary 811 soft pack mabhatiri gore rinouya. .

2021, lithium iron phosphate mabhatiri achaunza shanduko

Chii chichaitika mushure me2021? Ichi chipingamupinyi chakatarisana nemakambani ese akatenderedza iyo nyowani magetsi indasitiri indasitiri. Panzvimbo pekudziviswa nerubatsiro, makambani emotokari anogona kugadzira mota nyowani dzine simba dzakatenderedza kuchengetedza, mutengo, uye ruzivo rwevatengi.

Izvi zvakare zvakanaka kune vatengi. Avo vanofarira huremu uye hupenyu hurefu vanogona kusarudza ternary nyoro lithium bhatiri. Avo vasina hanya nemutengo vanogona kusarudza ternary hard-shell lithium bhatiri ine yakakwira cobalt yemukati.

Chinhu chinonyanya kukosha ndechekuti marudzi akasiyana emagetsi e-lithium mabhatiri anogona kukwikwidzana zvakanaka, uye vatengi vanogona kusarudza zvigadzirwa zvakavakodzera. Kana iwe uchida kuenzanisa BYD naTesla, haugone kubatsira asi kuenzanisa iyo ine zvirinani bhatiri tekinoroji. Ngatitarisei maitiro ebhatiri ravo. BYD inoshandisa mamwe mabhatiri e-lithium-ion iron phosphate, ane hupenyu hurefu hwebhatiri uye kuita kurinani kwekuchengetedza. Nekudaro, iyo simba density yakaderera uye kubhadharisa uye kuburitsa mutengo wakakwira. Lithium-ion iron phosphate mabhatiri anoda mamwe mabhatiri enzvimbo imwechete yekufamba. Kungofanana nevanokwira makomo vaviri, vatambi ve iron phosphate, kana achida kusvika pamusoro pegomo, anoda zvimwe zvokudya. Mune mamwe mazwi, inoda bhegi rakakura kuti ritakure huremu hwakawanda.

BYD

Izvo zvinofanirwa kucherechedzwa kuti Tesla zvechokwadi haina bhatiri tekinoroji, kunze kwemagetsi kutonga uye mutyairi rubatsiro. Mumwe munhu akambopfupikisa yekutanga Tesla se: Tesla yemagetsi mota = Panasonic bhatiri + Taiwan mota) + ega emagetsi ekudzora midziyo + Mazda chassis + yega goko. Izvi zvinozvidza Tesla, asi haafunge kuti inyaya hombe.