Engqungqutheleni yakamuva ye-10 ye-Global New Energy Vehicle Vehicle, u-Yanhuo, uMongameli we-China Passenger Vehicle Solutions Division ye-CATL, umemezele ngokusemthethweni isu lenkampani lesikhathi eside. Kuzogxilwa kakhulu ekwethulweni ngokusemthethweni ngo-2025 futhi kuhlanganiswe kakhulu nobuchwepheshe bebhethri ye-CTC. Cishe ngo-2028, izothuthukiswa ibe yisistimu ye-chassis kagesi yesizukulwane sesihlanu ye-CTC.

Kuyaqondakala ukuthi i-CTC iyisifinyezo se-CelltoChassis, esingaqondwa njengesandiso esengeziwe se-CTP (CelltoPack). Okubalulekile ukuqeda imojula nenqubo yokupakisha, futhi uhlanganise ngokuqondile umnyombo webhethri ku-chassis yemoto ukuze uzuze izinga eliphakeme lokuhlanganisa.

NgokukaZeng Yuqun, ongusihlalo we-CATL, ubuchwepheshe be-CTC ngeke bugcine ngokuhlela kabusha amabhethri, kodwa futhi buzofaka nezinhlelo ezintathu zikagesi, okuhlanganisa amamotho, izilawuli zikagesi, nama-voltage aphezulu asebhodini afana ne-DC/DC kanye ne-OBC. Ngokuzayo, ubuchwepheshe be-CTC buzothuthukisa kakhulu ukusatshalaliswa kwamandla futhi bunciphise ukusetshenziswa kwamandla ngezilawuli zesizinda samandla ezihlakaniphile.

UZeng Yuqun ugcizelele ukuthi ubuchwepheshe be-CTC ngesikhathi se-CATL buzokwenza ukuthi izindleko zezimoto ezintsha zamandla zikwazi ukuncintisana ngokuqondile nezimoto zikaphethiloli, zibe nendawo yokugibela eyengeziwe kanye nokudlula kwe-chassis engcono. Mayelana nempilo yebhethri, ubuchwepheshe be-CTC bunganciphisa isisindo nesikhala sempilo yebhethri ngokususa ukusakaza, ukuze uhla lokuhamba lwezimoto zikagesi lufinyelele okungenani amakhilomitha angu-800.

Ngo-Okthoba nyakenye, eNgqungqutheleni Yesihlanu Yezicelo Zomhlaba, u-Lin Yongshou, uMongameli woMnyango we-Passenger Car Solutions we-CATL wengeza isibalo safinyelela kumakhilomitha ayi-1,000 futhi wehlisa ukusetshenziswa kwamandla kwafinyelela ku-12 degrees ngamakhilomitha ayi-100, ngenkathi esiza imoto ukuthi yehlise isisindo sayo. ngo-8%. Futhi unciphise izindleko zesistimu yamandla okungenani ngama-20%.

Ukwehliswa kwezindleko kusewudaba olubalulekile. I-CTP ihola igagasi lesakhiwo sebhethri

Njengamanje, izindleko ziseyibhodlela elibalulekile elikhawulela ukusetshenziswa okusabalele kwezimoto zikagesi e-China. Ngokuncipha kwezindleko zebhethri, ukuthi ungaqhubeka kanjani unciphisa izindleko zesistimu yebhethri ibe yinkinga ebalulekile ebhekene nabakhiqizi bebhethri. Phakathi kwazo, ukwakheka kwebhethri okusha kancane kancane sekuyindlela ebalulekile ezinkampanini eziningi zamabhethri ukunciphisa izindleko nokuthuthukisa ukusebenza kahle.

I-Ningde City Times yethule ubuchwepheshe bebhethri yesizukulwane sokuqala se-CTP yezimoto zabagibeli ngo-2019, okusho ukuthi, amaseli ahlanganiswe ngqo ebhethri, izinga lokusebenzisa ivolumu lenyuka ngo-15% -20%, kanye nenani lezingxenye. iyancipha ngo-40%. Ukusebenza kahle kukhuphuka ngo-50%, izindleko zesistimu zehliswa ngo-10%, futhi ukusebenza kokupholisa kukhuphuke ngo-10%. Njengamanje, ingene ngempumelelo kumamodeli kagesi ahlanzekile athengiswa ngokushisayo anjengeTesla Model3 ne-Weilai.

Ngokusho kuka-Xiang Yanhuo, i-CATL okwamanje ihlela uhlelo lwebhethri ye-CTP yesizukulwane sesibili, futhi ihlela ukuyibeka emakethe ngo-2022-2023, futhi izokwethula uhlelo lwebhethri ye-serialized CTP yesizukulwane sesithathu ngohlu olugcwele lwamamodeli avela ku-A00. kuye D.

Ngaphezu kwe-CATL, izinkampani ezihola phambili zamabhethri asekhaya ezifana ne-Honeycomb Energy ne-BYD nazo zijoyine ithimba le-CTP R&D. “Ibhethri ye-blade” yakamuva edumile iwukumela okuphelele komzila wobuchwepheshe be-CTP. Ngalesi sisekelo, i-CTC izuze okunye ukumodular kusuka kuphakethe lebhethri kuya ku-chassis, okungenye yezindlela ezibalulekile zokunciphisa izindleko zebhethri ngemuva kwe-CTP.

Ukuphromotha okuqhubekayo kwe-CTP kuthandwe yi-Tesla nezinqubomgomo zikazwelonke

Kuhle ukusho ukuthi ebhethri ye-Tesla ephezulu yangonyaka odlule, amabhethri amahlanu e-Musk ahlongozwa yi-CTC ayisayensi nobuchwepheshe “abamnyama”. Ubuchwepheshe be-CTC bemboni yokuhlaziya buzonciphisa ngempumelelo isisindo esiphelele futhi kunciphise inqubo ephakathi, okulindeleke ukuthi ibe mfushane. Inqubo yokukhiqiza ithatha cishe u-10% wesikhathi futhi idala indawo entsha yokubeka amabhethri amaningi, ikhulise ibanga lokuhamba ngomkhumbi cishe ngo-14%.

Ngesikhathi esifanayo, ubuchwepheshe be-CTC buphinde bungobunye bobuchwepheshe bebhethri yamandla abalulekile obuthuthukiswayo ezingeni lenqubomgomo. NgoNovemba wonyaka odlule, uMkhandlu Wombuso wakhipha “Uhlelo Olusha Lokuthuthukiswa Kwemboni Yezimoto Zamandla (2021-2035)”, olwagcizelela ukuqiniswa kokusungulwa kobuchwepheshe bokuhlanganiswa kwezimoto, futhi kwahlongoza ukuthuthukiswa kwesizukulwane esisha samapulatifomu ezimoto asebenza kahle kakhulu, idizayini edidiyelwe ye-chassis yemoto kagesi emsulwa, namandla amaningi obuchwepheshe bokuhlanganiswa kwesistimu.

Ithimba le-GF Securities Chen Zikun libike ngoNovemba 3, 2020, ukuthi njengoba abakhiqizi bezimoto bethule izinhlelo zokufaka ugesi nezinkundla zikagesi, izimoto zamandla amasha sezingene enkathini yokushintshashintsha kancane. Amapulatifomu kagesi ahlukene anezici zawo zokuklama, kodwa amamodeli akhiqizwa endaweni efanayo ngokuvamile anesakhiwo esifanayo noma ngisho nesakhiwo se-chassis kanye nesikhala sebhethri, okukhuthaza kakhulu ukuthuthukiswa kokumiswa kwengxenye kanye ne-modularization.

Ngalesi sisekelo, ubuchwepheshe be-CTC buhola inkambiso yemboni yokuhlanganiswa kwebhethri nomzimba. Kusuka kumamojula amisiwe, amaphakethe ebhethri kuya ku-chassis, ubuchwepheshe obuyinhloko besandiso buyaqhubeka nokukhula. Ngokujulisa ukubambisana nabakhiqizi bezimoto nangokuqhubeka nokubamba iqhaza ohlelweni lwezimoto lwe-R&D, izinkampani zamabhethri nazo ziya ngokuya ziba nomdlandla ochungechungeni lwemboni.

Ukuzinza kweqiniso kokukhiqizwa kwezentengiselwano kuyisithiyo esikhulu kunazo zonke

Kodwa-ke, mayelana namathemba ebhizinisi lesikhashana le-CTC, ngike ngasho ukuthi ukuhlaziywa kwenhlangano akulona ithemba. Ithangi lemboni i-Gaogong Lithium lihlaziywe esihlokweni esithi “Izimo Zokusebenzisa Ubuchwepheshe Be-CTC” eshicilelwe ngoSepthemba 26, 2020, futhi ukuphothulwa kwalokho okubizwa ngokuthi umklamo we-CTC kudinga izimfuneko ezilandelayo:

1) Izinkampani zezimoto zibusa ukukhiqizwa kwamaseli ebhethri ezimotweni ezihlanzekile zikagesi, futhi zihlela ukukhiqizwa ngokwenani elithile, njengamandla okukhiqiza angama-500,000, iyunithi encane kakhulu icishe ibe ngu-80kwh (40GWh); 2) Umklamo kumele usekelwe kumamodeli adumile. 3) Ukuzinza okwanele: Akulula ukushintsha kusuka ohlelweni lwezinto ezibonakalayo kuya kusayizi weseli.

Ngesikhathi esifanayo, ubuchwepheshe be-CTC busho ukuthi yonke ibhethri ye-lithium ye-18650 idinga ukwenziwa engxenyeni engezansi yokusekela, futhi zonke izingxenye zihlanganiswe ngokuqondile nomzimba ngemva kokukhiqiza. Ukuze kuxazululwe inkinga yokulungiswa kwesakhiwo nokuvala, phansi ngaphansi komzimba wemoto kuzosetshenziswa njengesivalo sekhava esiphezulu, okwenza ibhethri yonke iphakethe ibe ingxenye enzima ukuthutha. Ngakho-ke, ukuzinza kwama-oda kubaluleke kakhulu ezinkampanini zezimoto.

Kusukela kulo mbono, u-Gao Hongli ukholelwa ukuthi ubuchwepheshe be-CTC buyindlela yemvelo yokuziphendukela kwemvelo, kunokuzama ukunciphisa izindleko noma indlela yamabhethri amaningi-plug. Kuze kube manje, izinzuzo ezinkulu ukuncishiswa kwesisindo, indawo ethe xaxa, nokulahlekelwa ukuguquguquka, konke okudinga ukuhlelwa nokuthuthukiswa eduze kwemoto. Lokhu kuletha ngqo izinguquko ohlelweni lwangaphakathi lwenhlangano kanye nokuhlukaniswa kwabasebenzi.