Trends丨Indasitiri yebhatiri remagetsi iri kubheja pane inotevera nguva

Nhanganyaya:

 

Indasitiri yemotokari nyowani yeChina yasimuka kubva padanho rayo rekutanga-inotungamirwa negwara, iro raitongwa nerubatsiro rwehurumende, uye yapinda muchikamu chekutengesa chakanangana nemusika, ichiunza nguva yebudiriro.

Sechimwe chezvinhu zvakakosha zvigadzirwa zvemagetsi emagetsi emagetsi matsva, chii chichave chiri ramangwana rekusimudzira mabhatiri emagetsi, inotungamirwa neaviri kabhoni mutemo wekutevedzera kabhoni uye kusarerekera kabhoni?

China yemotokari yemagetsi maseru data kudzoreredzwa kwezvakajairwa

Zvinoenderana nedata kubva kuChina Automotive Power Battery Alliance,simba bhatirikugadzirwa muna Chikunguru kwakasvika 47.2GWh, yakakwira 172.2% gore-pagore uye 14.4% zvakateerana. Nekudaro, iyo inowirirana yakaiswa base yaive isina hunhu, ine yakazara yakaiswa base ye24.2GWh chete, kumusoro 114.2% gore-negore, asi ichidzika 10.5% sequentially.

Kunyanya, akasiyana tekinoroji mitsara yemabhatiri emagetsi, mhinduro inosiyanawo. Pakati pavo, kuderera kweternarylithium mabhatiriinonyanya kuoneka, kwete chete kugadzirwa kwakadonha 9.4% gore-ne-gore, iyo yakaiswa hwaro yaive yakaderera nekuwanda se15%.

Mukusiyana, kubuda kwelithium iron phosphate mabhatiriyakanga yakagadzikana, ichiri kukwanisa kuwedzera ne 33.5%, asi iyo yakasimwa yakadzika zvakare ne7%.

Nzvimbo yedata inogona kuverengerwa kubva ku2 mapoinzi: bhatiri vanogadzira kugadzirwa kwehuwandu hwakakwana, asi makambani emotokari akaiswa simba haana kukwana; ternary lithium bhatiri musika shrinkage, lithium iron phosphate kudiwa kwarambawo.

BYD inoedza kudzosera chinzvimbo chayo muindasitiri yebhatiri remagetsi

Iko kushanduka kwekutanga mumagetsi emagetsi ebheteri yakaitika muna 2017. Gore rino, Ningde Time yakakunda korona yekutanga yepasi rose ne 17% yemugove wemusika, uye mahofori emarudzi ose LG nePanasonic akasiiwa.

Munyika, BYD, iyo yaimbova mutengesi wepamusoro, yakaderedzwawo kusvika pachinhanho chechipiri. Asi panguva ino, mamiriro ezvinhu ava kuda kuchinja zvakare.

Muna Chikunguru, kutengesa kweBYD kwemwedzi kwakasvika pakakwirira. Nekuwedzera kwegore negore kwe183.1%, kutengesa kweBYD muna Chikunguru kwakabata zvikamu 160,000, zvinotopfuura kashanu uwandu hwakabatanidzwa hwemakambani matatu eWeixiaoli.

Izvo zvakare nekuda kwekuvapo kwekukurudzira uku, Fudi bhatiri kusvetuka, zvakare kubva kune lithium iron phosphate bhatiri yakaiswa maererano nehuwandu hwemotokari, musoro-pakukunda Ningde Times. Izvo zviri pachena ndezvekuti iyo BYD mhedzisiro iri kuunza budiriro itsva kumusika wakasimbiswa webhatiri remagetsi.

Imwe nguva yapfuura BYD Group Executive Vice President uye Director weAutomotive Engineering Research Institute, Lian Yubo, akataura mubvunzurudzo neCGTN: "BYD inoremekedza Tesla, uye ishamwari dzepamoyo naMusk, uye yakagadzirira kugovera mabhatiri kuTesla. zvakanaka."

Kunyangwe iyo Tesla Shanghai Super Factory inozopedzisira yagamuchira zvekushandisa zveBYD blade mabhatiri, chii chiri chokwadi ndechekuti BYD yatanga zvishoma nezvishoma kucheka keke reNingde Nguva.

Iwo matatu makadhi eNingde Times

Kadhi rekutanga mudhisiki: Bump's bhatiri recycling tekinoroji

 

Pamusangano weWorld Power Battery Conference, Sachigaro weNingde Times Zeng Yuqun akati: “Bhatiri rakasiyana nemafuta, huwandu hwakawanda hwezvinhu zvebhatiri hunogona kushandiswa zvakare, uye chiyero chiripo chekudzokorodza cheNingde Times nickel-cobalt-manganese chasvika 99.3% , uye lithium yasvika kupfuura 90%.

Kunyangwe mukuona kwevanhu vanobatikana, kusvika ku90% yeredhiyo yekudzokorodza haisi yechokwadi, asi kuNingde Times kuzivikanwa, mumunda wekudzokorodza bhatiri, asiwo zvakakwana kuti ive indasitiri yevatongi vemitemo.

Chechipiri base kadhi: M3P bhatiri

Ningde Times M3P mabhatiri imhando yelithium manganese iron phosphate bhatiri, uye masosi ari padyo nenyaya yakaratidza kuti Ningde Times ichavapa Tesla muchikamu chechina chegore rino uye kuvashongedza muModel Y (72kWh bhatiri pack) modhi. .

Kana mhedzisiro yayo ichinyatso kutsiva lithium iron phosphate mabhatiri uye kukwikwidza neternary lithium mabhatiri maererano nekuwanda kwesimba, ipapo Ningde Times yakasimba uye inosungirwa kuita kudzoka.

Yechitatu undercard: Aviata

Muna Kurume gore rino, Aviata Technology yakazivisa kupedzwa kwekutanga kutenderera kwehurongwa hwemari uye shanduko yeruzivo rweindasitiri neyekutengeserana, uye kutangwa kweA kutenderera kwemari. Ruzivo rwebhizinesi runoratidza kuti mushure mekupedzwa kwekutanga kwemari, Ningde Times yakave zviri pamutemo wechipiri mukuru wekugovanisa weAviata Technology ine 23.99% shareholding ratio.

Zeng Yuqun, kune rumwe rutivi, akambotaura pakuonekwa kweAviata kuti aizoisa teknolojia yepamusoro yebhatiri, paAviata. Uye imwe kona yekucheka, Ningde Times investimendi muAviata uku kuvhiya, pamwe zvakare yakavanza dzimwe pfungwa.

Mhedziso: Indasitiri yepasi rose yebhatiri yemagetsi yakagadzirirwa kuvandudzwa kukuru

"Kuderedza mutengo" inzvimbo iyo vanenge vese vanogadzira vanotarisa pairi kugadzira mabhatiri, uye haina kukosha kudarika simba remagetsi.

Panyaya yemaitiro eindasitiri, kana nzira yetekinoroji ikaratidza kuti inodhura zvakanyanya, panofanirwa kuve nenzvimbo yeimwe nzira dzetekinoroji kugadzira.

Mabhatiri emagetsi achiri indasitiri umo matekinoroji matsva ari kubuda nguva dzese. Munguva pfupi yapfuura, Wanxiang Imwe Vaviri Vatatu (zita rakashandurwa mushure mekutorwa kweA123) yakazivisa kuti yakanga yaita budiriro huru mumabhatiri akasimba-akasimba. Mushure memakore ehubernation kubva pakutora, kambani yakazodzoka kubva kuvakafa mumusika weChinese.

Kune rimwe divi, BYD yakazivisawo patent yebhatiri nyowani "nhanhatu" inonzi yakachengeteka kupfuura "blade bhatiri".

Pakati pevagadziri vebhatiri rechipiri, VN Technology yakwira mukurumbira nemabhatiri ayo akapfava, Tianjin Lixin yaona goho rakakura remabhatiri ecylindrical, Guoxuan High-tech ichiri kuzara, uye Yiwei Li-energy inoramba ichiridza Daimler effect.

Mazhinji makambani emotokari asingabatanidzi mumabhatiri emagetsi, akadai saTesla, Great Wall, Azera neVolkswagen, anewo runyerekupe rwekubatanidzwa mukugadzira nekuvandudza mabhatiri emagetsi kuyambuka miganhu.

Kamwe kambani imwe chete inogona kupaza iyo isingagoneke katatu yekuita, mutengo uye chengetedzo panguva imwe chete, zvinozoreva kudzoreredza kukuru muindasitiri yemagetsi bhatiri.

Chikamu chemukati chinobva: Imwe chirevo chekudzokorora: Chikunguru simba bhatiri: BYD neNingde Times, panofanira kunge paine hondo; Gingko Finance: bhatiri remagetsi makore makumi matatu ekunyura; nguva itsva yesimba - nguva yeNingde inganyatsova nguva here?


Nguva yekutumira: Aug-30-2022