North America ndiyo yechitatu musika mukuru wemotokari munyika mushure meAsia neEurope. Kuiswa kwemagetsi emotokari mumusika uyu kuri kuwedzerawo.
Kudivi remitemo, muna 2021, manejimendi eBiden akaronga kuisa madhora mazana maviri nemakumi manomwe nemana emadhora mukuvandudza mota dzemagetsi. Pane izvo, madhora bhiriyoni gumi nemashanu ndeyezvivakwa, madhora mabhiriyoni makumi mana nemashanu erubatsiro rwemotokari dzakasiyana uye madhora bhiriyoni gumi nemana ekukurudzira mamwe mamodhi emagetsi. Nyamavhuvhu wakatevera, manejimendi eBiden akasaina gwaro rekudaidzira kuti makumi mashanu muzana emota dzeUS dzive dzemagetsi panosvika 2030.
Pakupera kwemusika, tesla, GM, Ford, Volkswagen, Daimler, Stellantis, Toyota, Honda, Rivian nemamwe makambani echinyakare uye matsva emagetsi emagetsi vese vakakurudzira nzira dzekuda kuisa magetsi. Zvinofungidzirwa kuti maererano nechinangwa chekugadzirisa magetsi, huwandu hwekutengesa kwemotokari itsva dzemagetsi mumusika weUS chete hunotarisirwa kusvika 5.5 miriyoni panosvika 2025, uye kudiwa kwemabhatiri emagetsi kunogona kudarika 300GWh.
Hapana mubvunzo kuti makambani makuru emotokari epasi rose achange akatarisa musika weNorth America, musika wemabhatiri emagetsi mumakore mashoma anotevera "uchawedzera".
Nekudaro, iyo musika haisati yagadzira yemusha simba bhatiri inoridza iyo inogona kukwikwidza nevatambi veAsia vane mukurumbira. Zvichipesana nemamiriro ekukurumidza kuisirwa magetsi kwemotokari dzekuchamhembe kweAmerica, makambani emagetsi emagetsi kubva kuChina, Japan neSouth Korea akatarisana nemusika wekuNorth America gore rino.
Kunyanya, makambani ebhatiri ekuKorea neKorea anosanganisira LG New Energy, Panasonic Battery, SK ON, uye Samsung SDI iri kutarisa kuNorth America kuitira mari yemberi muna 2022.
Munguva pfupi yapfuura, makambani eChinese akadai seNingde Times, Vision Power uye Guoxuan High-tech vakanyora kuvakwa kwemagetsi emagetsi emabhatiri muNorth America pane yavo purogiramu.
Sekureva kwenhau dzekunze dzenhau, Ningde Times yakaronga kuisa mari inosvika mabhiriyoni mashanu emadhora kuvaka bhatiri remagetsi muNorth America, ine chinangwa che80GWh, inotsigira Vatengi mumusika weNorth America seTesla. Panguva imwecheteyo, chirimwa ichi chinosanganawo nezvinodiwa zve lithium mabhatiri muNorth America simba rekuchengetedza musika.
Mwedzi wapera, nguva yaNingde mukubvuma tsvakurudzo yemuchina, yakati kambani ine mutengi kukurukura zvakasiyana-siyana zvinogoneka zvekugovera uye chirongwa chekushandira pamwe, pamwe nemukana wekugadzirwa kwemunharaunda, "uyezve, kambani iri muUnited States magetsi ekuchengetedza vatengi vanoda. kupihwa kwemuno, kambani ichafunga zvinhu zvakaita sebhatiri huwandu, kudiwa kwevatengi, mitengo yekugadzira yakatemwa zvakare."
Parizvino, Panasonic Battery, LG New Energy, SK ON uye Samsung SDI kubva kuJapan neSouth Korea vari kuramba vachiwedzera mari yavo yekudyara muNorth America, uye vatora maitiro e "bundling" nemakambani emotokari emuno muUnited States. Kune mabhizinesi eChinese, kana vakapinda vanonoka, ivo pasina mubvunzo vanorasikirwa nechikamu chezvakanakira.
Pamusoro peNingde Times, Guoxuan High-tech yasvikawo mushandirapamwe nevatengi uye inotarisira kuvaka mafekitori kuNorth America. Muna Zvita gore rapfuura, Guoxuan Akahwina odha kubva kukambani yeCAR yakanyorwa muUnited States kuti ipe kambani inokwana 200GWh yemabhatiri emagetsi mumakore matanhatu anotevera. Sekureva kwaGuoxuan, makambani maviri aya anoronga kugadzira nekupa mabhatiri e-lithium iron phosphate munharaunda muUnited States uye pamwe chete kuongorora mukana wekuita mubatanidzwa mune ramangwana.
Kusiyana nemamwe maviri, ayo achiri kutariswa muNorth America, Vision Power yakatofunga kuvaka yechipiri magetsi bhatiri chirimwa muUnited States. Vision Power yakapinda mumubatanidzwa neMercedes-Benz kupa mabhatiri emagetsi eEQS neEQE, chizvarwa cheMercedes 'chinotevera chemhando dzemhando dzemagetsi eSUV. Vision Dynamics yakati ichavaka itsva digitaalinen zero-carbon simba bhatiri chirimwa muUnited States icho chinoronga kugadzira-zhinji muna 2025. Ichi chichava chiratidzo chechipiri chebhatiri chirimwa muUnited States.
Zvichienderana nefungidziro yeramangwana kudiwa kwesimba uye simba rekuchengetedza mabhatiri, huwandu hwakarongwa hwemabhatiri mumusika wemuno weChina hwapfuura 3000GWh parizvino, uye mabhizinesi emuno neekunze ebhatiri muEurope akakura nekukasira, uye akarongwa. huwandu hwemabhatiri hwapfuura 1000GWh. Zvichireva kutaura, musika wekuNorth America uchiri munhanho yekutanga yekurongeka. Makambani mashoma ebhatiri kubva kuJapan neSouth Korea chete akaita zvirongwa zvinoshanda. Mumakore mashoma anotevera, zvinotarisirwa kuti mamwe makambani ebhatiri kubva kune mamwe matunhu uye kunyange emuno mabhatiri makambani achaita zvishoma nezvishoma.
Nekuwedzera kwekuiswa kwemagetsi mumusika wekuNorth America nemakambani emotokari epamba neekunze, kuvandudzwa kwesimba uye bhatiri rekuchengetedza simba mumusika wekuNorth America kuchapindawo munzira inokurumidza. Panguva imwecheteyo, tichifunga nezve hunhu hwemusika wemotokari weNorth America, zvinotarisirwa kuti mabhizinesi emabhatiri acharatidza zvinotevera hunhu pavanenge vamisa mafekitori muNorth America.
Chekutanga, ichave maitiro emabhatiri emabhizinesi ekubatana nemaNorth America emotokari mabhizinesi.
Kubva padanho rekumhara bhatiri mafekitori muNorth America, panasonic uye tesla joint venture, simba idzva uye general motors, LG Stellantis joint venture, SK pajoint venture ne ford, chiono cheramangwana chesimba rechipiri chirimwa muNorth America zvakare. inotarisirwa kunyanya kutsigira mercedes-benz, Ningde era yekuchamhembe kweAmerica zvidyarwa ndeye tesla prophase mutengi mukuru anotarisirwa, Kana Guoxuan ikamisa fekitori kuNorth America, chirimwa chayo chekutanga chinotarisirwa kunyanya kushandira makambani ayo emotokari ane makondirakiti.
Musika wemotokari wekuNorth America wakura, uye chikamu chemusika chemakambani makuru emotokari chiri pachena, izvo zvinounza matambudziko makuru kumabhizinesi ekunze emabhatiri mukutanga mafekitori nekushandira pamwe nevatengi. Mumahombekombe ese azvino evagadziri vebhatiri veAsia, ndivo vanonyanya kupedzisa kupedzisa vatengi vanoshandira pamwe, vobva vabatana kuvaka mafekitori.
2. Pane zvinhu zvakawanda zvekufunga nezve nzvimbo yefekitari, kusanganisira United States, Canada neMexico.
LG New Energy, Panasonic Battery, SK ON uye Samsung SDI vakasarudza kuvaka zvidyarwa muUS United States ndiyo musika mukuru wemota dzekuNorth America, asi tichifunga nezve kudzidziswa kwevashandi, kushanda nesimba, masangano evashandi nezvimwe zvinhu pamhando uye. mutengo, makambani ebhatiri anga asati agadzira kuvepo mumusika weNorth America anozofungawo nyika dziri kukwikwidza zvakanyanya maererano nekushanda, chirimwa uye kushanda nesimba.
Semuenzaniso, Ningde Times yakamboratidza kuti yaizoisa pekutanga kuvaka fekitari muMexico. "Zvakanaka kuvaka fekitori muMexico kana Canada; Maitiro ekuunza Kunyanya kugadzira kubva kuChina kuenda mhiri kwemakungwa kuchiri kunetsa." Chokwadi, United States iri kutariswawo nezvechirimwa chitsva.
Gore rino, LG New Energy uye Stellantis 'North American joint venture chirimwa chaive muOntario, Canada. Chigadzirwa chemubatanidzwa chichagadzira mabhatiri emagetsi eStellantis Group inosanganisirwa mota muUnited States, Canada neMexico.
Iii. Lithium iron phosphate yekugadzira mutsara ichatangwa muhuwandu hukuru, uye lithium iron phosphate mabhatiri mumusika weNorth America anotarisirwawo kukwikwidza nepamusoro nickel ternary maseru mune ramangwana.
Sekureva kweBattery China, LG New Energy, Panasonic Battery, SK ON, vision Power uye mamwe mitsara mitsva yekugadzira bhatiri mumusika weNorth America anonyanya kukwira nickel ternary mabhatiri, kunova kuenderera uye kudzokororwa kwetambo yebhatiri ternary yanga iri. inoenderera mberi nemakambani ebhatiri ekunze.
Nekudaro, nekutora chikamu kwemakambani eChinese uye kufunga nezvehupfumi hwemakambani emotokari epasi rose, huwandu hwekugadzira lithium iron phosphate huchawedzerwa zvishoma nezvishoma mumapurojekiti matsva ebhatiri muNorth America.
Tesla akambofunga kuunza lithium iron phosphate mabhatiri muNorth America. Source akati nguva zhinji North America chirimwa chitsva chinonyanya kugadzira ternary mabhatiri uye lithium iron phosphate mabhatiri, kusanganisira Tesla.
Guoxuan High-tech yakawana maodha kubva kukambani yemotokari yakanyorwa muUnited States, zvinonzi zvakare ari lithium iron phosphate bhatiri mirairo, uye kuwanikwa kwayo kwenzvimbo kwezvigadzirwa zvemagetsi mune ramangwana kunofungidzirwawo kuve kunyanya mabhatiri e lithium iron phosphate.
Makambani emotokari, anosanganisira Tesla, Ford, Volkswagen, Rivian, Hyundai uye vamwe vatambi vakuru mumusika wekuNorth America, vari kuwedzera kushandiswa kwebhatiri relithium iron phosphate.
Zvakakosha kutaura kuti mumakore achangopfuura, isu mapurojekiti ekuchengetedza simba akatangawo kuunza zvigadzirwa zve lithium iron phosphate kubva kuChinese bhatiri mabhizinesi muhuwandu hukuru. Iko kukura kwese kwesimba rekuchengetedza magetsi zviteshi muNorth America kwatokura, uye kudiwa kwemabhatiri e-lithium iron phosphate kuri kukura nekukurumidza, izvo zvinoisa hwaro hwakanaka hwekushandiswa kweramangwana re lithium iron phosphate mabhatiri.
Nguva yekutumira: Mar-24-2022