Kutshanje, uMphathiswa wezoShishino kunye nobuChwepheshe boLwazi uMiao Wei uthe kwiForam yeZithuthi zoMbane yowama-2019 ukuba sisebenza nzima ukuqulunqa umgaqo-nkqubo wenkxaso yowama-2019 (izithuthi zamandla amatsha). Umgaqo jikelele kukuqinisekisa ukuba emva kokuba zonke iinkxaso zirhoxisiwe ngo-2021, ishishini alizukufumana kuguquguquka okukhulu. Ukukhulula ngokuthe ngcembe uxinzelelo olubangelwa kukubuyisela umva ukuze kuthintelwe ukubuyisela umva ngokugqithisileyo, okuya kubangela ukwanda okukhulu kunye nokuhla okukhulu.

Ngapha koko, malunga nohlengahlengiso lwenkxaso yemoto entsha yamandla ngo-2019, umzi-mveliso uqikelele kwiinguqulelo ezininzi, phakathi apho abavelisi baxhalabileyo malunga neemfuno zokuxinana kwamandla ebhetri. Ukuhlangabezana nemfuno ehlala isanda, wonke umenzi ukwangumbono olungileyo. Izinto ezintsha kunye nokupakishwa okutsha zikhoyo, kodwa kukho izithethe ezifana ne-Xuanguan Technology Centre (002074-CN), i-iron phosphate. Le porch kufuneka ifakwe kwi-2018 yasekhaya ibhetri ye-lithium yamandla. Ibekwe kwindawo yesithathu kwisikhundla, yintoni kanye kanye iXuanguan Hi-Tech ecinga ngayo?

Enyanisweni, indawo ye-Guoxuan kwindawo yesithathu ibangela iintloni kuba ibala kuphela i-5% yomthamo welizwe lonke, ngelixa i-Ningde Times emibini (300750-CN) kunye ne-BYD (002594-CN) kunye ne-akhawunti yelizwe lonke. I-60% yomthamo ofakiweyo unomphumela ocacileyo wentloko kwaye ungowe-echelon yokuqala. I-Guoxuan ilandelwa nguLishen, i-Funeng, i-Bick, kunye ne-Yiwei Lithium (300014-CN), nganye i-akhawunti malunga ne-3%, yenza uluhlu lwesibini. U-Guo Xuan wabanjwa phakathi kwee-echelons ezimbini kwaye akazange akwazi ukukhawuleza, exhalabile ngokugqithwa liqela elisemva.

Kwiikota ezintathu zokuqala zalo nyaka, umthamo ofakiweyo webhetri ye-lithium kwizithuthi zombane zabahambi kwilizwe lam yayingu-16.06GWh, i-87%, kunye neebhetri ze-lithium iron phosphate zibalwa kuphela kwi-12%. I-Guoxuan High-Tech ifana nenkomo enenkani ebambe ibhetri ye-lithium iron phosphate endala kumandla eengxilimbela kwicala le-nickel ternary ephezulu kunye neepakethi ezithambileyo. Kwiikota ezintathu zokuqala ze-2018, umthamo ofakiweyo webhetri ye-lithium iron phosphate yayiyi-1.41GWh, ibalwa ukuya kuthi ga kwi-90%, engahambelaniyo nokusukelana nokuthengisa okungaboniyo kokuxinana kwamandla aphezulu. Yintoni injongo yokuba nenkani?

Kushishino lweemoto zasekhaya zamandla amatsha phantse iminyaka elishumi, iye yavelisa ingqikelelo yokwenziwa kweemoto kunye noyilo lwebhetri malunga nomgaqo-nkqubo wenkxaso.

Okokuqala, eyona i-lithium iron phosphate ikhuselekileyo ithathelwa indawo yimathiriyeli ye-terpolymer enoxinano oluphezulu lwamandla. Emva koko, ukwenzela ukunciphisa ubunzima bebhetri, i-casing yensimbi ye-cylindrical kunye neebhetri zesikwere zatshintshwa kunye nempahla yokupakisha eguquguqukayo eyenziwe ngefilimu yeplastiki ye-aluminium. Kodwa ngaba olu yilo luyisiqalo sokwakha isithuthi samandla esitsha esilungileyo? Okanye ujonge umgca wenkxaso-mali yezithuthi zamandla avuselelekayo? Kwi-2016, i-Ofisi yoMphathiswa wezoShishino kunye neTekhnoloji yoLwazi yamisa ukufakwa kweebhasi ze-ternary lithium ibhetri ekukhuthazeni izithuthi zamandla amatsha ngenxa yeengozi ezinokubakho zokhuseleko. umxholo.

Ukuthelekisa ukusebenza kwezinto eziqhelekileyo ze-lithium battery cathode

Inzuzo ye-lithium iron phosphate kukuba inokhuseleko olungcono kunye nobomi bomjikelezo, kwaye ixabiso lifikeleleke ngakumbi. Ngokusetyenziswa kwenani elikhulu le-nickel, i-cobalt, kunye ne-manganese ternary lithium iibhetri, ixabiso le-cobalt liye lanyuka, kwaye inzuzo yexabiso lentsimbi kunye neebhetri ze-phosphoric acid ziye zacaca ngakumbi.

Izibalo zengozi yokutsha kwezithuthi zombane kwiminyaka elishumi yokuqala ye-2018

Oku ngasentla yidatha yezibalo zeengozi zomlilo zemoto zombane zaseChina kwiinyanga zokuqala ze-10 ze-2018. Ihlobo lixesha eliphezulu lomlilo. Izinto ze-Ternary zinoxinzelelo oluphezulu lwamandla, kodwa ukuba akukho khuseleko, kuthetha ukuthini oku?

Ingqikelelo yoyilo lokubonelela ngeenkxaso-mali nayo iye yavusa uqwalaselo lolawulo. Ekugqibeleni, iKomishoni yoPhuhliso lweSizwe kunye noHlengahlengiso ikhansele iimfuno zokuxinana kwamandla kwibhetri ye-lithium yamandla “kwiMimiselo yoLawulo loTyalo-mali kwi-Automobile Industry” ekhutshwe ngoDisemba 18, 2018.

Ke ngoko, iingcali ezininzi zeshishini ziqikelela ukuba umgaqo-nkqubo wenkxaso yemoto entsha ngo-2019 awunakonyusa iimfuno zokuxinana kwamandla ebhetri ye-lithium yamandla, engafanelekanga ukuncama ukhuseleko. Le yinzuzo enkulu kwi-Guoxuan Technology, egxininisa ekusebenziseni iibhetri ze-lithium-ion iron phosphate. Sikwafuna ukujonga. Ngaphandle kwenkxaso-mali, ngubani okhuphisana ngakumbi?

ukuqondwa kwemarike

Enyanisweni, kwindawo yokunciphisa inkxaso-mali yezithuthi zamandla amatsha, ukukhanga kweebhetri ze-lithium iron phosphate ziye zabonakala ngakumbi. I-JAC ngoyena mthengi mkhulu kwiimoto zabakhweli zodidi oluphezulu lwe-Guoxuan. Ngokwesivumelwano sentsebenziswano esicwangcisiweyo esifikelelwe phakathi kweenkampani ezimbini, ngaphezu kokuphela kwe-2018, i-Guoxuan High-tech nayo iya kubonelela ngeeseti ze-3,500 ze-iEVA50 ze-lithium iron phosphate battery packs kwi-JAC kwiibhetshi. Ngo-2019, iGuoxuan Hi-Tech iqinisekise ukukhula okuqhubekayo okungaphezulu kwe-4GWh yeebhetri kwiimodeli ezisi-7 ze-JAC ezibandakanya iimoto zabakhweli kunye nezithuthi zorhwebo, ezinexabiso elipheleleyo elingaphezulu kwe-4 yeebhiliyoni zeeyuan, eliphantse lilingane netotali yonyaka. ingeniso ye-Guoxuan Hi-Tech ngo-2017.

Ukongeza, iqabane likaGuoxuan uChery New Energy uceba ukwandisa ukusetyenziswa kwe-lithium iron phosphate kwiimoto zabakhweli.

Umzamo kwintsimi yamandla aphezulu oxinaniso lwamandla e-lithium iibhetri

Ngapha koko, uGuoxuan akazimiselanga ukwenza ubhejo olulambathayo. Okwangoku, imveliso ye-Guoxuan High-tech ternary lithium ibhetri inyuke yaya kwi-3GWh, kwaye iimveliso zayo ze-622 ze-ternary zebhetri zinobuninzi bamandla obungaphezu kwe-210Wh / kg kwaye ziya kuhanjiswa ngoJuni ka-2018.

Ukongeza, i-Guoxuan High-tech yenze iprojekthi ye-300Wh/KG yoxinano lwamandla aphezulu kwi-Ofisi yoMphathiswa wezeNzululwazi kunye neTekhnoloji. Ngomhla we-10 kaJanuwari, i-panoramic network network platform interaction platform, inkampani yathi inkampani igqibe ukufakwa kwezixhobo zomgca we-1GWh we-soft-clad exhasa i-yuan 811 ezintathu. .

Ngo-2021, iibhetri ze-lithium iron phosphate ziya kungenisa indawo yokuguqula

Kuya kwenzeka ntoni emva ko-2021? Lo ngumqobo ezijongene nazo zonke iinkampani ezingqonge ikhonkco leshishini lezithuthi zamandla amatsha. Endaweni yokuthintelwa ngenkxaso-mali, iinkampani zeemoto zinokuyila iimoto zamandla amatsha malunga nokhuseleko, iindleko, kunye namava abathengi.

Oku kukwalungile kubathengi. Abo banomdla wokukhanya kunye nobomi obude banokukhetha ibhetri ye-lithium ethambileyo ye-ternary. Abo bangayikhathaleliyo ngexabiso banokukhetha i-ternary hard-shell lithium ibhetri enomxholo ophezulu we-cobalt.

Into ebaluleke kakhulu kukuba iintlobo ezahlukeneyo zeebhetri ze-lithium zamandla zinokukhuphisana ngokufanelekileyo, kwaye abathengi banokukhetha iimveliso ezifanelekileyo ngakumbi kubo. Ukuba ufuna ukuthelekisa i-BYD kunye neTesla, awukwazi ukunceda kodwa uthelekise ukuba yeyiphi iteknoloji yebhetri engcono. Makhe sijonge kwiimpawu zebhetri zabo. I-BYD isebenzisa ngakumbi iibhetri ze-lithium-ion iron phosphate, ezinobomi obude bebhetri kunye nokusebenza okungcono kokhuseleko. Nangona kunjalo, ukuxinana kwamandla kuphantsi kwaye intlawulo kunye neendleko zokukhupha ziphezulu. Iibhetri zeLithium-ion iron phosphate zifuna iibhetri ezininzi kuluhlu lokuhamba ngenqanawa. Kanye njengabakhweli beentaba ababini, iimbaleki ze iron phosphate, ukuba ufuna ukufikelela encotsheni yentaba, ufuna ukutya okungakumbi. Ngamanye amazwi, idinga ubhaka omkhulu ukuze ithwale ubunzima obuninzi.

BYD

Kufuneka kuqatshelwe ukuba iTesla eneneni ayinayo iteknoloji yebhetri, ngaphandle kokulawulwa kombane kunye noncedo lomqhubi. Omnye umntu wakha washwankathela iTesla yokuqala njenge: Tesla imoto yombane = ibhetri yePanasonic + imoto yaseTaiwan) + izixhobo zokulawula i-elektroniki + iMazda chassis + iqokobhe lakhe. Oku kuyamthoba uTesla, kodwa akacingi ukuba yinto enkulu.