Likoloi tsa motlakase tse bohlale li ntse li tsoela pele ka mokhoa o sa tsitsang. E le mohloli oa mantlha oa matla a likoloi tsa motlakase, e ‘ngoe ka mor’a e’ ngoe e boetse e kenngoa tlas’a mokhoa o joalo o akaretsang. 2020 ke selemo seo likoloi tsa motlakase li tla fetoloa ho tloha ho tse tsamaisoang ke leano ho ea ho tse tsamaisoang ke ‘maraka,’ me indasteri ea betri ea matla le eona e mothating oa ho fetoha.

Tlhokahalo ea libeteri tsa motlakase e lebelletsoe ho eketseha ka 30% ka 2021

Ho ea ka lintlha tse tsoang ho China Automotive Power Battery Industry Innovation Alliance, ka 2020, palo ea betri ea matla a China e tla fihla ho 63.6GWh, keketseho ea selemo le selemo ea 2.3%. Har’a bona, CATL e bile setsi sa pele, se nang le karolo ea ‘maraka e fihlang ho 50%, e ikarabellang halofo ea naha. BYD (01211) e boemong ba bobeli ka karolo ea ‘maraka ea 14.9%. Ho latela datha ea bokhoni bo kentsoeng ka 2020, nts’etsopele ea indasteri ea betri ea matla e bonts’a monyetla oa nts’etsopele e matla. Lintlha tse mabapi le ketane eohle ea li-betri tsa matla li felile, ho eketseha ha litheko, le katoloso ea matla. Ka 2020, palo ea lisebelisoa tsa betri ea matla e tla tsoela pele ho eketseha, joale tlhokahalo e tla fetoha joang ka 2021? Indasteri ka ntsoe-leng e bolela esale pele hore palo ea lisebelisoa tsa betri ea matla ka 2021 e tla eketseha ka 30% selemo le selemo. Fang Jianhua, molekane le mopresidente oa National Science and Technology Achievement Transformation Fund New Energy Vehicle Venture Capital Sub-fund, o lumela hore thekiso ea likoloi tse ncha tsa China ka 2021 e lebelletsoe ho ba limilione tse 1.8, mme ho kenngoa ha libeteri tsa motlakase ho tla eketseha ka ho feta 30% selemo le selemo.

Ho hakanngoa hore kholo eohle ea tlhokahalo ea lithium ka 2021 e tla tsoa ‘marakeng oa betri ea matla,’ me hoo e ka bang kotara ea boraro ea kholo e tla tsoa ‘marakeng oa likoloi tsa motlakase. Haeba matla a ho tjhaja a likoloi tse fapaneng tsa motlakase a baloa ho latela boemo ba 2020, tlhokahalo ea lithium likoloing tsa motlakase e lebelletsoe ho fihla ho 92.2GWh ka 2021, mme karolo ea eona ea tlhokeho eohle e tla nyoloha ho tloha 50.1% ka 2020 ho ea ho 55.7%. Zeng Yuqun, molula-setulo oa Ningde Times, o lumela hore ho tloha ka 2021, tlhoko ea ‘maraka oa lefats’e oa lithium e tla eketseha haholo, empa phepelo ea matla a hajoale ea ketane eohle ea indasteri e ea lieha ebile phepelo e sebetsang ha ea lekana. Ka kholo e matla ea tlhokahalo ea betri ea matla, phepelo ea matla ea phepelo eohle e tla tobana le mathata. Tlas’a likhakanyo tse joalo tsa tlhokahalo, lik’hamphani tse kholo tsa betri ea matla le tsona li ntse li eketsa kaho ea matla a tlhahiso. Ntle le moo, lik’hamphani tse ntseng li eketseha tsa betri le lik’hamphani tsa likoloi li hlokomela bohlokoa ba phepelo e tsitsitseng ea lisebelisoa tse tala le ho etsa meralo e fapaneng.

lihlahisoa tsa theknoloji ea betri ea matla a sejoale-joale li potlakisa ho fihla

Mabapi le theknoloji, 2021 e tla ba selemo se seng sa katleho. Ho tloha ha BYD e qala libeteri tsa blade ka 2020, libeteri tsa lithium iron phosphate li ntse li chesa. Mabapi le polokeho, litšenyehelo, ts’ebetso, joalo-joalo, libeteri tsa lithium iron phosphate li hapile molemong oa likhoebo. Lintlha li bonts’a hore libetri tsa lithium iron phosphate li eketsehile haholo tšimong ea likoloi tsa bapalami tse hloekileng tsa motlakase, ho tloha ho 2.59GWh ka 2019 ho isa ho 7.38GWh ka 2020. Empa ka kakaretso, kakaretso ea libeteri tsa lithium iron phosphate e eketsehile feela ka 1.08 GWh ha e bapisoa le 2019. , haholo-holo ka lebaka la ho theoha ha libese tse hloekileng tsa motlakase le likoloi tse khethehileng tsa motlakase tse hloekileng limmarakeng tse peli tse kholo tsa lithium iron phosphate, tse felisang ‘maraka oa likoloi tsa baeti. nyollelo. Ho tloha ka 2020, mefuta e rekisoang e chesang joalo ka Tesla Model 3, BYD Han, le Wuling Hongguang MiniEV e na le libeteri tsa lithium iron phosphate, tse matlafatsang tšepo ea ‘maraka ho libeteri tsa lithium iron phosphate. Ka 2021, matla a kentsoeng a libeteri tsa lithium iron phosphate ‘marakeng o hloekileng oa likoloi tsa bapalami o tla fihla ho 20GWh, mme matla a kentsoeng le ona a tla nyolohela ho 28.9%.

Fang Zhouzi o lumela hore mahlale a macha a betri ea matla a tla hlaha ka 2021. Libetri tsa pele tsa matla li ile tsa tela likarolo tse ling tsa ts’ebetso ha li ntse li phehella matla a matla. Kajeno, theknoloji e ncha tšimong ea libeteri tsa matla e tla tsoela pele ho hlaha le ho lula fatše. Gu Niu o phatlalalitse ka January 8 hore ka lebaka la “lisebelisoa tse phahameng tsa silicon anode le theknoloji e tsoetseng pele ea pele-lithium”, 210Wh / kg lithium iron phosphate libetri li fihletse matla a matla joalo. Ka la 9 Pherekhong, NIO e ile ea lokolla pakete ea betri ea 150kWh e nang le matla a le mong a 360Wh/kg, mme e phatlalalitse hore e tla kenngoa likoloing karolong ea bone ea 2022, e bonts’a hore khoebo ea theknoloji ea betri ea boemo bo tiileng ke ho potlakisa ho feta.

Ka la 13 Pherekhong, tanka ea ho nahana ka likoloi e ile ea lokolla koloi ea eona ea pele e ncha, e nkileng theknoloji ea betri e hahelletsoeng ka kopanelo le CATL, mme ka lekhetlo la pele e phatlalalitse ho amoheloa ha “theknoloji ea ho tlatsa lithium silicon, matla a betri ea sele e le ‘ngoe 300 wh. /kg”. Ka la 18 Pherekhong, Sehlopha sa Likoloi sa Guangzhou se senotse hore mefuta e nang le libeteri tsa silicon anode e kene sethaleng sa tlhahlobo ea koloi joalo ka ha ho reriloe mme e tla tsebisoa selemong sena. Fang Jianhua o boletse hore ka 2021, ho tla ba le likenyelletso tse ncha tsa theknoloji esita le katleho masimong a lisebelisoa tsa betri ea matla, li-node tse phahameng tsa nickel, lisebelisoa tsa silicon carbon anode, lisebelisoa tse ncha tsa pokello ea mokelikeli le lisebelisoa tse tsamaisang. Theknoloji ena e tla bapala karolo ea bohlokoa ho ntlafatsa ts’ebetso ea libeteri tsa motlakase.

Litebello tse matla tsa ‘maraka li boetse li khothalelitse lik’hamphani tsa betri ea matla ho potlakisa katoloso ea tsona, haholo-holo lik’hamphani tse etellang pele tsa betri ea matla li tsoela pele ho qothisana lehlokoa le ho eketsa karolo ea tsona ea mmaraka nakong e tlang. Ka la 2 Hlakola, Ningde Times e phatlalalitse merero ea ho aha metheo e meraro ea tlhahiso Zhaoqing, Guangdong, Yibin, Sichuan le Ningde, Fujian. E lebelletsoe ho eketsa matla a tlhahiso ea 79GWh, ka matsete a kakaretso a fihlang ho li-yuan tse limilione tse likete tse 29. Ka la 31 Tšitoe 2020, Ningde Times e sa tsoa phatlalatsa leano la katoloso ea li-yuan tse limilione tse likete tse 39. Ka la 3 Hlakola, Yiwei Lithium Energy e boetse e phatlalalitse hore Sun’s Yiwei Power Hong Kong e rera ho tsetela US $ 128 milione ho theha Yiwei Power Huizhou ho holisa sekhahla sa tlhahiso ea libeteri tsa motlakase. 2021 e reretsoe ho ba selemo sa katoloso ea bokhoni ba lik’hamphani tse kholo tsa betri ea motlakase. Ho ea ka mehloli, morero oa Ningde Times Cheri Bay o tsoela pele ka mokhoa o hlophisehileng, ‘me limela tsa pele le tsa bobeli li lebelletsoe ho sebelisoa ka Mphalane selemong sena. Morero oa China Aviation Aviation Lithium A6 o boetse o matlafatsa ho kenya lisebelisoa le ho fana ka ts’ebetso, ‘me o tla kenya tlhahiso ea molao. Ho tloha ka Pulungoana 2020, Honeycomb Energy e phatlalalitse kaho ea feme ea 24GWh Europe, ka matsete a felletseng a li-yuan tse limilione tse likete tse 15.5.

Leha ho le joalo, ho na le katoloso ea bohlanya ka lehlakoreng le leng, le potso ea tšebeliso ea matla ka lehlakoreng le leng. Nka mohlala oa mehla ea Ningde. Ho latela tlaleho ea selemo le selemo ea k’hamphani, sekhahla sa ts’ebeliso ea bokhoni ka 2019 e ne e le 89.17%. Karolong ea pele ea 2020, sekhahla sa tšebeliso ea matla e ne e le 52.50% feela. Ka hona, motho oa indasteri Wang Min o boletse hore ho ipapisitse le kahlolo e ntle ea ‘maraka, lik’hamphani tse kholo tsa betri li potlakisa katoloso ea tlhahiso, empa taba ea tšebeliso ea matla a betri le eona e hloka tlhokomelo. Haeba sekhahla sa ts’ebeliso ea bokhoni ba likhoebo tse etellang pele se sa lekana, boemo ba likhoebo tse nyane le tse mahareng bo tla mpefala le ho feta. Sebopeho sa bokhoni ba libeteri tsa matla se fetelletse ‘me sekhahla sa tšebeliso ea matla ha sea lekana. Phepelo ea libeteri tsa matla e tiile ‘me ho na le bokhoni bo feteletseng. Har’a bona, ho na le khaello ea tlhahiso ea boleng bo phahameng le ea boleng bo phahameng, ‘me matla a tlhahiso ea lihlahisoa tse tlaase ha a lekane. Ka lehlakoreng la phepelo, lihlahisoa tse phahameng li hloka matla a mangata a betri. Ka hona, ena ke tlhaloso e ntle. Lik’hamphani tsa li-betri tsa hlooho li potlakisa katoloso ea tsona e le ho eketsa phepelo ea matla a phahameng a tlhahiso.

Ka 2021, indasteri ea betri ea matla e ke ke ea fokotseha. Ka la 11 Pherekhong, Qianjiang Automobile e phatlalalitse hore Battery ea eona ea Qianjiang Lithium e kentse kopo ea ho kena inthaneteng ka lebaka la ho se busetse chelete e ngata, mme khamphani e ‘ngoe ea betri ea motlakase e felisitsoe. Pele ho mona, lik’hamphani tse ngata tse kang Watma le Hubei Lions li kentse kopo ea ho kena inthaneteng ka lebaka la ho hloka chelete. Bakeng sa indasteri ea betri ea matla, 2021 e tla tsoela pele ho ba selemo se setle, empa ha e na molemo ho lik’hamphani tsohle. Ho tsoa litlalehong tsa histori, ho na le lik’hamphani tse 73 tse tla tšehetsa tlhahiso ea lisele ka 2020; Lik’hamphani tsa 79 ho 2019 le lik’hamphani tsa 110 ka 2018. Ha ho pelaelo hore ka 2021, ‘maraka oa li-betri tsa matla o ntse o ntlafala,’ me phetoho ea indasteri e tla tsoela pele.