Iyo yazvino dhata yakaburitswa neChina Automobile Indasitiri Innovation Alliance inoratidza kuti huwandu hwemagetsi emumba bhatiri remu muna 2020 i63.6GWh, kuwedzera kwe2.3% gore-pa-gore. Pakati pavo, iyo ternary bhatiri mutoro ndeye 38.9GWh, inoverengera 61.1% yemutoro wese, uye kuwedzera kuderera kwe4.1% gore-pa-gore; yakaiswa simba Iro vhoriyamu yaive 24.4GWh, inoverengera 38.3% yehuwandu hwakaiswa huwandu, kuwedzera kwekuwedzera kwe20.6% gore-pa-gore. Iyo yekudzoreredza kukurumidza kwe lithium iron phosphate iri pachena.

Kubva pamaonero emakwikwi emusika, CATL ine chikamu che50% chemusika pamusika wepamba, BYD ine 14.9%, uye AVIC Lithium neGuoxuan Hi-Tech account inodarika 5%. CATL yakatora nzvimbo yekutanga mumusika wepasi rose kwemakore mana akateedzana, ichiverengera ingangoita 24.8% yemugove wemusika. South Korea’s LG Chem yakaverengera 22.6% yemusika; Panasonic yakaverengera 18.3%; BYD, Samsung SDI uye SKI yakaverengera 7.3%, 5.9% uye 5.1%, zvichiteerana.

Iyo ichangoburwa yakaiswa chinzvimbo muna 2021. CATL> LG Chem>Panasonic>Byd>Samsung SDI>SKI

(2) Kukwanisa kugadzira

Kubva 2020 kusvika 2022, Ningde’s non-joint venture capacity ichaita 90/150/210GWh, uye ichasvika 450GWh kana chirongwa chekuwedzera chapedzwa muna 2025. LG Chem yazvino kugadzira simba i120GWh uye ichawedzerwa kusvika pakupera kwe260GWh. 2023. SKI’s ikozvino yekugadzira simba i29.7GWh, uye inoronga kusvika 85GWh muna 2023 uye kupfuura 125GWh muna 2025. Byd’s bhatiri rekugadzira simba richasvika 65GWh pakupera kwa2020, uye huwandu hwese hwekugadzira hunosanganisira “blade bhatiri” huchasvika 75GWh. uye 100GWh muna 2021 uye 2022, zvichiteerana.

Ikozvino kugadzira kugona. LG Chem > CATL > Bide > SKI

Yakarongwa kugadzirwa kwesimba. CATL>LG Chem>Byd>SKI

(3) Kugovera zvinhu

Panasonic Corporation yeJapan ndiye mutengesi mukuru weTesla mumisika yekunze, uye yakazounza CATL uye LG Chem. Kune vatengesi vemagetsi emagetsi edzimba vanogadzira masimba matsva. Mabhatiri emota eNiO anopihwa zvakasiyana neNingde Times, Ideal Auto inopihwa neNingde Times neBYD, Xiaopeng Motors inopiwa neNingde Times, Yiwei Lithium Energy, nezvimwewo, uye Weimar Motors neHezhong New Energy bhatiri vatengesi vakapararira.

Nhau dzichangoburwa nezve A shares.

Ningde Times: Kubva muna Kukadzi 2020, ingangoita mabhiriyoni zana ekudyara mabhatiri emagetsi akawedzerwa, uye mazana matatu eGWh ehunyanzvi hwekugadzira akawedzerwa. Muna 100, bhatiri remagetsi epasi rose richapinda munguva yeTWh, uye CATL, semutungamiri wepasi rose mumabhatiri emagetsi, inotarisirwa kuve pekutanga maererano nekuiswa kwesimba uye kugona kugadzira.

Musi wa19 Ndira, CATL yakazivisa mapatent maviri emabhatiri ehurumende. “Nzira yekugadzirira ye electrolyte yakasimba”, paradzira lithium precursor uye nechepakati atomu ligand mune organic solvent kuti uite musanganiswa wekutanga wekuita; paradzira borate mu organic solvent kuti uite mhinduro yakagadziridzwa. Iko kusanganiswa kwekutanga kusanganiswa kunosanganiswa nekugadzirisa mhinduro, uye chigadzirwa chekutanga chinowanikwa mushure mekuoma. Iyo yakasimba electrolyte inowanikwa kubva kune yekutanga chigadzirwa mushure mekukuya, kutonhora kudzvanya, uye kupisa kurapwa. Iyo patent yekugadzirira nzira inogona kuvandudza zvakanyanya conductivity yeiyo yakasimba electrolyte, iyo inobatsira kuwedzera simba remagetsi emabhatiri ese akasimba-state. “A sulfide yakasimba electrolyte sheet uye nzira yekugadzirira kwayo”, iyo sulfide electrolyte zvinhu inosanganiswa ne boron element yakaputirwa mu sulfide electrolyte zvinhu, uye kutsauka kwehama (B0. b100)/B0 inopokana pamusoro peiyo electrolyte sheet The kutsauka kwehukama pakati peboron mass concentration B0 yenzvimbo uye boron mass concentration B100 100 μm kure nechigaro iri pasi pe20%, iyo inogona kunyatsoderedza kusungirirwa kweanion pa lithium ions uye kuvandudza kukwanisa kwekutapurirana kwe lithium ions. Panguva imwecheteyo, iyo doping kufanana uye conductivity inovandudzwa, iyo interface impedance inoderedzwa, uye kutenderera kuita kwebhatiri kunovandudzwa.

Byd: Munguva ichangopfuura, State Intellectual Property Hofisi yakabudisa nhamba yematendi mumunda weByd mabhatiri, kusanganisira “cathode zvinhu uye nzira yekugadzirira kwayo, uye yakasimba-state lithium bhatiri”. Iyi patent inopa cathode zvinhu uye yakasimba-state lithium bhatiri nzira dzekugadzirira. Iyo yakanaka electrode material inogona kugadzira lithium ion transmission channel uye electron transmission panguva imwe chete, iyo inovandudza zvikuru kukwanisa, kutanga lap coulombic kunyatsoshanda, cycle performance, uye high-rate performance ye solid-state lithium battery. Iyo yakasimba electrolyte uye nzira yekugadzirira kwayo uye yakasimba lithium bhatiri” inovavarira kugadzirisa matambudziko ekushomeka kwesimba uye kusachengeteka kwakashata kwemabhatiri akasimba e-electrolyte lithium. “A gel uye nzira yekugadzirira” inoratidza kuti BYD iri mumunda we semi-solid mabhatiri Kufambira mberi kwakaitwa.

Guoxuan Hi-Tech: Lithium iron phosphate 210Wh/kg soft-pack monomer bhatiri uye JTM bhatiri Lithium iron phosphate 210Wh/kg soft-pack monomer bhatiri ndizvo zvigadzirwa zvine simba repamusoro-soro mu lithium iron phosphate system munyika, yakazvimiririra. high-performance iron phosphate Ne lithium zvinhu, high-gram-weight silicon anode zvinhu uye advanced pre-lithium tekinoroji, simba remagetsi remonomeri rasvika padanho reternary NCM5 system. MuJTM, J ndiyo coil musimboti uye M ndiyo module. Zvishandiso zvebhatiri zvechigadzirwa ichi zvakarerutswa zvakanyanya, maitiro ekugadzira anorerutswa zvakanyanya, mashandiro ebhatiri anovandudzwa zvakanyanya, mutengo wese wakaderedzwa zvakanyanya, uye kuchinjika kwebhatiri pack kunowedzerwa zvakanyanya.

Iyo MEB purojekiti yakabatanidzwa pamwe neVolkswagen inoreva yakajairwa MEB module dhizaini ye terpolymer uye iron-lithium kemikari system, uye inotarisirwa kuzadzisa kugadzirwa kwakawanda uye kugovera muna 2023.

Xinwangda: Yakagamuchira tsamba kubva kune Renault-Nissan alliance suppliers muna Kubvumbi 2019 kuti ipe 1.157 miriyoni seti yemabhatiri emotokari akasanganiswa mumakore manomwe anotevera. Zvinofungidzirwa kuti mari yekurongeka ichapfuura mabhiriyoni gumi yuan. Muna Chikumi 7, Nissan yakazivisa kuti ichashanda pamwe neXinwangda kugadzira chizvarwa chinotevera-mu-mota mabhatiri emagetsi emagetsi masisitimu.

Eve Lithium. Musi wa19 Ndira, Efe Lithium yakazivisa kutangwa kweJingmen cylindrical bhatiri chigadzirwa mutsara, ichiwedzera gore negore kugadzirwa kwe18650 lithium mabhatiri kubva pa2.5. Iyi series ichashandiswa pamabhasikoro emagetsi.

Sravana Sameeralu Serial 120th Feineng Technology. Feineng Technology ibhizimusi rinotungamira muChina ternary soft pack simba bhatiri. Yakagadzira mubatanidzwa neGeely, iine huwandu hweramangwana re2021GWh, iyo kuvakwa kuchatanga muna XNUMX.