Idatha yakamuva ekhishwe yi-China Automobile Industry Innovation Alliance ikhombisa ukuthi inani eliphelele lebhethri lamandla asekhaya ngo-2020 lingu-63.6GWh, okuwukunyuka ngo-2.3% unyaka nonyaka. Phakathi kwazo, umthamo webhethri le-ternary ngu-38.9GWh, ohlanganisa u-61.1% wawo wonke umthwalo, kanye nokwehla okukhulayo ngo-4.1% unyaka nonyaka; umthamo ofakiwe Ivolumu ibingu-24.4GWh, ibalwa ku-38.3% wesamba somthamo ofakiwe, okukhuphuke ngo-20.6% unyaka nonyaka. Umfutho wokubuyiselwa kwe-lithium iron phosphate uyabonakala.

Ngokombono wokuncintisana kwemakethe, i-CATL inesabelo semakethe esingama-50% emakethe yasekhaya, i-BYD ino-14.9%, bese i-akhawunti ye-AVIC Lithium ne-Guoxuan Hi-Tech ingaphezu kuka-5%. I-CATL ikleliswe endaweni yokuqala emakethe yomhlaba iminyaka emine ilandelana, ibalwa cishe ngama-24.8% esabelo semakethe. I-LG Chem yaseNingizimu Korea yenza ama-22.6% emakethe; I-Panasonic ibalwa ku-18.3%; I-BYD, i-Samsung SDI ne-SKI ibalwe ku-7.3%, 5.9% no-5.1%, ngokulandelana.

Izinga lomthamo wakamuva ofakiwe ngo-2021. CATL>LG Chem>Panasonic>Byd>Samsung SDI>SKI

(2) Amandla okukhiqiza

Kusukela ngo-2020 kuya ku-2022, amandla e-Ningde engahlanganisi azoba ngu-90/150/210GWh, futhi azofinyelela ku-450GWh uma uhlelo lokunweba seluqediwe ngo-2025. Umthamo wokukhiqiza we-LG Chem wamanje ungu-120GWh futhi uzonwetshwa ekupheleni kuka-260GW 2023. Umthamo wokukhiqiza we-SKI wamanje ngu-29.7GWh, futhi ihlela ukufinyelela ku-85GWh ngo-2023 futhi idlule ku-125GWh ngo-2025. Umthamo wokukhiqiza webhethri we-Byd uzofinyelela ku-65GWh ekupheleni kuka-2020, futhi umthamo wokukhiqiza ophelele ohlanganisa “amabhethri e-blade” azofinyelela ku-75GW kanye ne-100GWh ngo-2021 kanye no-2022, ngokulandelanayo.

Amandla okukhiqiza amanje. LG Chem > CATL > Bide > SKI

Amandla okukhiqiza ahleliwe. I-CATL>LG Chem>Byd>SKI

(3) Ukusatshalaliswa kwezinto

I-Panasonic Corporation yase-Japan ingumnikezeli omkhulu we-Tesla ezimakethe zangaphandle, futhi kamuva yethula i-CATL ne-LG Chem. Kukhona abahlinzeki bebhethri lamandla asekhaya abakha amandla amasha. Amabhethri emoto e-NiO ahlinzekwa ngokuhlukene yi-Ningde Times, i-Ideal Auto ihlinzekwa yi-Ningde Times ne-BYD, i-Xiaopeng Motors ihlinzekwa yi-Ningde Times, i-Yiwei Lithium Energy, njll., kanye nabahlinzeki bebhethri ye-Weimar Motors ne-Hezhong New Energy bahlakazeke ngokuqhathaniswa.

Izindaba zakamuva mayelana nokwabelana kwe-A.

I-Ningde Times: Kusukela ngoFebhuwari 2020, cishe izigidi eziyizinkulungwane eziyi-100 zokutshalwa kwezimali kwamabhethri anamandla angeziwe, futhi i-300GWh yomthamo omusha wokukhiqiza yengeziwe. Ngo-2025, ibhethri lamandla omhlaba wonke lizongena enkathini ye-TWh, futhi i-CATL, njengomholi womhlaba wonke kumabhethri amandla, kulindeleke ukuthi iklelise kuqala ngokomthamo ofakiwe namandla okukhiqiza.

NgoJanuwari 19, i-CATL yamemezela amalungelo obunikazi amabili amabhethri esimo esiqinile. “Indlela yokulungiselela ye-electrolyte eqinile”, hlakaza i-lithium precursor kanye ne-athomu emaphakathi ligand ku-solvent ye-organic ukuze wenze ingxube yokusabela kokuqala; hlakaza i-borate ku-solvent ephilayo ukuze wenze isisombululo esiguquliwe. Ingxube yokuqala yokusabela ixubene nesisombululo sokuguqulwa, futhi umkhiqizo wokuqala utholakala ngemva kokumiswa. I-electrolyte eqinile itholakala kumkhiqizo wokuqala ngemva kokugaya, ukucindezela okubandayo, nokwelashwa kokushisa. Indlela yokulungiselela enelungelo lobunikazi ingathuthukisa kakhulu ukusebenza kwe-electrolyte eqinile, okuzuzisa ukukhulisa ukuminyana kwamandla awo wonke amabhethri esimo esiqinile. “Ishidi le-electrolyte eliqinile le-sulfide kanye nendlela yalo yokulilungiselela”, i-sulfide electrolyte material ihlanganiswa ne-boron element efakwe ku-sulfide electrolyte material, futhi ukuchezuka okuhlobene (B0. b100)/B0 kuzenzela umathanda ebusweni beshidi le-electrolyte. ukuchezuka okuhlobene phakathi kokuhlushwa kwe-boron mass B0 yesikhundla kanye nokuhlushwa kwe-boron mass B100 100 μm kude nendawo kungaphansi kuka-20%, okunganciphisa ngempumelelo umphumela wokubopha ama-anion kuma-ion e-lithium futhi kuthuthukise umthamo wokudlulisela we-lithium ion. Ngesikhathi esifanayo, ukufana kwe-doping kanye ne-conductivity kuyathuthukiswa, i-impedance ye-interface iyancishiswa, futhi ukusebenza komjikelezo webhethri kuyathuthukiswa.

I-Byd: Muva nje, ihhovisi le-State Intellectual Property lishicilele inani lamalungelo obunikazi emkhakheni wamabhethri e-Byd, okuhlanganisa “impahla ye-cathode kanye nendlela yayo yokulungiselela, kanye nebhethri ye-lithium yesimo esiqinile”. Le patent ihlinzeka ngezinto ze-cathode nezindlela zokulungiselela ibhethri ye-lithium yesimo esiqinile. Impahla ye-electrode enhle ingakha isiteshi sokudlulisa i-lithium ion kanye nokudluliselwa kwe-electron ngesikhathi esifanayo, okuthuthukisa kakhulu umthamo, ukusebenza kahle kwe-coulombic yokuqala, ukusebenza komjikelezo, nokusebenza kwezinga eliphezulu kwebhethri ye-lithium yesimo esiqinile. I-electrolyte eqinile kanye nendlela yayo yokulungiselela kanye nebhethri ye-lithium eqinile” ihlose ukuxazulula izinkinga zokuminyana kwamandla aphansi kanye nokuphepha okungalungile kwamabhethri e-electrolyte aqinile e-lithium akhona. “Ijeli kanye nendlela yayo yokuyilungiselela” ikhombisa ukuthi i-BYD isemsebenzini wamabhethri aqinile kancane Inqubekelaphambili yenziwe.

I-Guoxuan Hi-Tech: I-Lithium iron phosphate 210Wh/kg ibhethri le-soft-pack monomer kanye nebhethri le-JTM I-Lithium iron phosphate 210Wh/kg ibhethri le-soft-pack monomer yimikhiqizo enokuminyana okuphezulu kakhulu kwamandla ohlelweni lwe-lithium iron phosphate emhlabeni, eyakhiwe ngokuzimela. ukusebenza okuphezulu kwe-iron phosphate Ngezinto ze-lithium, izinto ze-silicon anode ze-high-gram-weight kanye nobuchwepheshe obuthuthukisiwe be-pre-lithium, ukuminyana kwamandla we-monomer kufinyelele izinga le-ternary NCM5 system. Ku-JTM, u-J uwumgogodla wekhoyili kanti u-M uyimojula. Izinto zebhethri zalo mkhiqizo zenziwe zaba lula kakhulu, inqubo yokukhiqiza yenziwa lula kakhulu, ukusebenza kwebhethri kuba ngcono kakhulu, izindleko zizonke zehliswa kakhulu, kanye nokuvumelana nezimo kwephakethe lebhethri kuthuthukiswa kakhulu.

Iphrojekthi ye-MEB ethuthukiswe ngokuhlanganyela neVolkswagen ibhekisa ekwakhiweni kwemojula ye-MEB ejwayelekile yesistimu yamakhemikhali ye-terpolymer ne-iron-lithium, futhi kulindeleke ukuthi izuze ukukhiqizwa nokuhlinzekwa ngobuningi ngo-2023.

I-Xinwangda: Ithole incwadi evela kubahlinzeki benhlangano yakwaRenault-Nissan ngo-Ephreli 2019 ukuze inikeze amasethi ayizigidi eziyi-1.157 zamabhethri ayingxubevange ezimoto eminyakeni engu-7 ezayo. Kulinganiselwa ukuthi inani le-oda lizodlula ama-yuan ayizigidi eziyizinkulungwane eziyi-10. NgoJuni 2020, abakwaNissan bamemezele ukuthi bazosebenzisana neXinwangda ukuthuthukisa amabhethri emoto esizukulwane esilandelayo kumasistimu kagesi kagesi.

Eve Lithium. NgoJanuwari 19, i-Efe Lithium yamemezela ukwethulwa komugqa womkhiqizo webhethri we-Jingmen cylindrical, okwandisa umthamo wonyaka wokukhiqiza wamabhethri e-lithium angu-18650 ukusuka ku-2.5GWh kuya ku-5GWh, ngokukhishwa konyaka kwezigidi ezingu-430. Lolu chungechunge luzosetshenziselwa amabhayisikili kagesi.

Ubuchwepheshe be-Feineng. I-Feineng Technology iyibhizinisi elihamba phambili ebhethrini lamandla ephakethe elithambile laseChina. Isungule ibhizinisi elihlanganyelwe ne-Geely, elinamandla akusasa angu-120GWh, okuzoqala ukwakhiwa kwawo ngo-2021.