Lintlha tsa morao-rao tse lokollotsoeng ke China Automobile Industry Innovation Alliance li bonts’a hore kakaretso ea betri ea motlakase ea lapeng ka 2020 ke 63.6GWh, keketseho ea 2.3% selemo le selemo. Har’a bona, mojaro oa betri ea ternary ke 38.9GWh, e nkang 61.1% ea mojaro o felletseng, le phokotso e akaretsang ea 4.1% selemo le selemo; mothamo o kentsoeng Molumo o ne o le 24.4GWh, o nka 38.3% ea kakaretso ea bokhoni bo kentsoeng, keketseho ea 20.6% selemo le selemo. Matla a ho hlaphoheloa ha lithium iron phosphate e hlakile.

Ho latela pono ea tlholisano ea ‘maraka, CATL e na le karolo ea 50% ea mmaraka ‘marakeng oa lehae, BYD e na le 14.9%, le akhaonto ea AVIC Lithium le Guoxuan Hi-Tech e fetang 5%. CATL e maemong a pele ‘marakeng oa lefats’e ka lilemo tse nne tse latellanang, e nka karolo ea 24.8% ea karolo ea mmaraka. LG Chem ea Korea Boroa e nkile karolo ea 22.6% ea ‘maraka; Panasonic e ne e le 18.3%; BYD, Samsung SDI le SKI li ikarabella bakeng sa 7.3%, 5.9% le 5.1%, ka ho latellana.

Boemo ba morao-rao bo kentsoeng ka 2021. CATL>LG Chem>Panasonic>Byd>Samsung SDI>SKI

(2) Matla a tlhahiso

Ho tloha 2020 ho isa 2022, matla a sa kopanelo a Ningde e tla ba 90/150/210GWh, mme a tla fihla ho 450GWh ha leano la katoloso le phetheloa ka 2025. Bokhoni ba hona joale ba tlhahiso ea LG Chem ke 120GWh mme bo tla atolosoa ho isa pheletsong ea 260GWh 2023. Matla a hona joale a tlhahiso ea SKI ke 29.7GWh, ‘me e rera ho fihla 85GWh ka 2023 le ho feta 125GWh ka 2025. Matla a tlhahiso ea betri ea Byd a tla fihla ho 65GWh qetellong ea 2020,’ me kakaretso ea tlhahiso ea tlhahiso e kenyeletsang “betri ea blade” e tla fihla ho 75GW. le 100GWh ka 2021 le 2022, ka ho latellana.

Bokhoni ba hona joale ba tlhahiso. LG Chem > CATL > Bide > SKI

Bokhoni ba tlhahiso e reriloeng. CATL>LG Chem>Byd>SKI

(3) Kabo ea thepa

Panasonic Corporation ea Japane ke mofani oa thepa ea ka sehloohong oa Tesla limmarakeng tsa kantle ho naha, ‘me hamorao ea hlahisa CATL le LG Chem. Ho na le bafani ba betri ea motlakase ea malapeng ba hlahisang matla a macha. Libetri tsa koloi tsa NiO li fanoe ka thoko ke Ningde Times, Ideal Auto e fanoa ke Ningde Times le BYD, Xiaopeng Motors e fanoa ke Ningde Times, Yiwei Lithium Energy, joalo-joalo, le Weimar Motors le Hezhong New Energy bafani ba libateri ba batla ba hasane.

Litaba tsa morao-rao tse mabapi le A shares.

Ningde Times: Ho tloha ka Pherekhong 2020, ho kentsoe matsete a macha a libilione tse 100, mme 300GWh ea matla a macha a tlhahiso e kentsoe. Ka 2025, betri ea matla ea lefats’e e tla kena nakong ea TWh, ‘me CATL, e le moetapele oa lefats’e oa libeteri tsa matla, e lebeletsoe hore e be boemong ba pele ho latela bokhoni bo kentsoeng le matla a tlhahiso.

Ka la 19 Pherekhong, CATL e phatlalalitse litokelo tse peli tsa litokelo tsa libeteri tsa boemo bo tiileng. “Mokhoa oa ho itokisa oa electrolyte e tiileng”, hasanya selelekela sa lithium le ligand e bohareng ea athomo ka har’a motsoako oa tlhaho ho theha motsoako oa pele oa karabelo; hasanya borate ka har’a motsoako oa manyolo ho etsa tharollo e fetotsoeng. Motsoako oa pele oa ho itšoara o kopantsoe le tharollo ea phetoho, ‘me sehlahisoa sa pele se fumanoa ka mor’a ho omisa. Electrolyte e tiileng e fumanoa sehlahisoa sa pele ka mor’a ho sila, ho hatella ho bata le ho phekola mocheso. Mokhoa oa ho lokisa o nang le tokelo ea molao o ka ntlafatsa haholo ts’ebetso ea electrolyte e tiileng, e leng molemo ho eketsa matla a matla a libeteri tsohle tsa boemo bo tiileng. “Letlapa le tiileng la sulfide electrolyte le mokhoa oa lona oa ho itokisa”, lisebelisoa tsa electrolyte tsa sulfide li kopantsoe le karolo ea boron e entsoeng ka thepa ea sulfide electrolyte, ‘me ho kheloha ho lekanyelitsoeng (B0. b100)/B0 ke ntho e hanyetsanang holim’a letlapa la electrolyte. kheloha e lekanyelitsoeng pakeng tsa mahloriso a boima ba boron B0 ea boemo le boima ba ‘mele oa boron B100 100 μm hole le boemo bo ka tlase ho 20%, e ka fokotsang ka katleho phello e tlamang ea anion ho lithium ion le ho ntlafatsa matla a phetisetso ea lithium ion. Ka nako e ts’oanang, ho lumellana ha doping le conductivity ho ntlafatsoa, ​​ho fokotseha ha sebopeho sa sebopeho se fokotsehile, ‘me ts’ebetso ea potoloho ea betri e ntlafatsoa.

Byd: Haufinyane tjena, Ofisi ea State Intellectual Property e hatisitse palo ea litokelo tsa molao tšimong ea libeteri tsa Byd, ho kenyelletsa le “thepa ea cathode le mokhoa oa eona oa ho itokisa, le betri ea lithium e tiileng”. Patent ena e fana ka lisebelisoa tsa cathode le mekhoa e tiileng ea ho lokisa betri ea lithium. Lintho tse ntle tsa electrode li ka etsa mocha oa phetisetso ea lithium ion le phetisetso ea elektronike ka nako e le ‘ngoe, e ntlafatsang haholo bokhoni, katleho ea pele ea lap coulombic, ts’ebetso ea potoloho, le ts’ebetso e phahameng ea betri ea lithium e tiileng. Electrolyte e tiileng le mokhoa oa eona oa ho itokisa le betri ea lithium e tiileng “e ikemiselitse ho rarolla mathata a matla a fokolang a matla le polokeho e mpe ea libeteri tsa lithium tse teng tse tiileng tsa electrolyte. “Gel le mokhoa oa eona oa ho lokisa” e bontša hore BYD e lebaleng la li-betri tse tiileng. Tsoelo-pele e entsoe.

Guoxuan Hi-Tech: Lithium iron phosphate 210Wh/kg soft-pack monomer battery le JTM battery Lithium iron phosphate 210Wh/kg soft-pack monomer battery ke lihlahisoa tse nang le matla a phahameng ka ho fetisisa a matla tsamaisong ea lithium iron phosphate lefatšeng, tse entsoeng ka boikemelo. phosphate ea tšepe e nang le ts’ebetso e phahameng Ka lisebelisoa tsa lithium, lisebelisoa tse phahameng tsa silicon ea anode le theknoloji e tsoetseng pele ea pre-lithium, matla a matla a monoma a fihlile boemong ba tsamaiso ea ternary NCM5. Ho JTM, J ke coil core mme M ke mojule. Lisebelisoa tsa betri tsa sehlahisoa sena li nolofalitsoe haholo, mokhoa oa ho etsa o nolofalitsoe haholo, ts’ebetso ea betri e ntlafala haholo, litšenyehelo tsa kakaretso li fokotsehile haholo, ‘me ho ikamahanya le maemo ha pakete ea betri ho matlafatsoa haholo.

Morero oa MEB o ntlafalitsoeng ka kopanelo le Volkswagen o bua ka moralo o tloaelehileng oa module oa MEB oa sistimi ea lik’hemik’hale ea terpolymer le iron-lithium, ‘me ho lebelletsoe hore e fihlelle tlhahiso le phepelo ea bongata ka 2023.

Xinwangda: E amohetse lengolo le tsoang ho barekisi ba selekane sa Renault-Nissan ka Mmesa 2019 ho fana ka li-betri tsa hybrid tsa likoloi tse limilione tse 1.157 lilemong tse 7 tse tlang. Ho hakanngoa hore chelete ea odara e tla feta li-yuan tse limilione tse likete tse 10. Ka Phuptjane 2020, Nissan e phatlalalitse hore e tla sebelisana ‘moho le Xinwangda ho nts’etsapele libeteri tsa koloi tse tlang bakeng sa lisebelisoa tsa motlakase tsa elektroniki.

Eve Lithium. Ka la 19 Pherekhong, Efe Lithium e phatlalalitse ho thakholoa ha mohala oa sehlahisoa sa betri ea cylindrical ea Jingmen, ho eketsa matla a selemo le selemo a tlhahiso ea libeteri tsa lithium tse 18650 ho tloha ho 2.5GWh ho isa ho 5GWh, ka tlhahiso ea selemo le selemo ea limilione tse 430. Letoto lena le tla sebelisoa bakeng sa libaesekele tsa motlakase.

Theknoloji ea Feineng. Feineng Technology ke khoebo e itlhommeng pele ka har’a betri ea China ea ternary soft pack power. E thehile khoebo e kopanetsoeng le Geely, e nang le bokhoni ba bokamoso ba 120GWh, eo kaho ea eona e tla qala ka 2021.