Lithium Iron Phosphate Qhib Lub Round Tshiab Ntawm Cov Peev Xwm Ntau Lawm "Expansion"

Lithium hlau phosphate (LifePo4) cov khoom lag luam tau ua txhua yam kom muaj peev xwm ntau lawm.Thaum Lub Yim Hli 30, 2021, Ningxiang High-tech Zone hauv Hunan, Tuam Tshoj tau kos npe rau daim ntawv cog lus nrog lub tuam txhab peev rau lithium hlau phosphate project.Nrog rau tag nrho cov peev ntawm 12 billion yuan, qhov project yuav tsim ib qhov project lithium hlau phosphate nrog ib xyoos twg cov zis ntawm 200,000 tons, thiab yuav xa mus rau 40 cov kab ntau lawm.Cov khoom lag luam feem ntau yog rau Tuam Tshoj cov tuam txhab roj teeb sab saum toj xws li CATL, BYD, thiab BSLBATT. Ua ntej qhov no, thaum Lub Yim Hli 27, Longpan Technology tau tshaj tawm qhov tsis pub tshaj tawm rau pej xeem ntawm A shares, hais tias nws yuav tsum nce 2.2 billion yuan, uas yuav yog siv rau kev tsim khoom loj ntawm cov tsheb tshiab lub zog thiab lub zog cia. cov khoom siv roj teeb cathode.Ntawm lawv, txoj haujlwm tshiab lub zog yuav tsim cov lithium hlau phosphate (LiFePo4) cov kab ntau lawm los ntawm kev nthuav qhia cov khoom siv ntau lawm hauv tsev thiab txawv teb chaws. Nyuam qhuav pib, Felicity Precision tau tshaj tawm cov phiaj xwm tsis pub rau pej xeem thaum Lub Rau Hli xyoo no.Lub tuam txhab npaj siab tshaj tawm cov khoom lag luam kom tsis pub dhau 35 lub hom phiaj tshwj xeeb suav nrog cov tuam txhab tswj hwm cov tswv lag luam.Tag nrho cov nyiaj tau los yuav tsis pub tshaj 1.5 billion yuan, uas yuav siv rau xyoo peev.Kev tsim tawm ntawm 50,000 tons ntawm lub zog tshiab lithium roj teeb cathode cov khoom lag luam, lub zog tshiab lub tsheb ntse hluav taws xob tswj cov tshuab thiab cov haujlwm tseem ceeb thiab cov peev txheej ua haujlwm ntxiv. Tsis tas li ntawd, nyob rau hauv lub thib ob ib nrab ntawm 2021, Defang Nano yuav tsum tau nthuav lub peev xwm ntawm lithium hlau phosphate (LiFePo4) los ntawm 70,000 tons, Yuneng Tshiab Zog yuav nthuav nws cov peev xwm ntau lawm los ntawm 50,000 tons, thiab Wanrun Tshiab Zog yuav nthuav nws cov ntau lawm. muaj peev xwm los ntawm 30,000 tons.Tsis tas li ntawd xwb, txawm tias Longbai Group, Tuam Tshoj Nuclear Titanium Dioxide, thiab lwm yam titanium dioxide manufacturers kuj siv tus nqi kom zoo dua los ntawm cov khoom los tsim lithium hlau phosphate (LiFePo4) hla ciam teb.Thaum Lub Yim Hli 12, Longbai Group tshaj tawm tias nws ob lub koom haum yuav nqis peev 2 billion yuan thiab 1.2 billion yuan raws li tsim los tsim ob txoj haujlwm roj teeb LiFePo4. Kev lag luam ntsig txog cov txheeb cais qhia tau hais tias nyob rau lub Xya Hli xyoo no, cov roj teeb LiFePo4 hauv tsev tau teeb tsa lub peev xwm keeb kwm dhau lub roj teeb ternary: Tag nrho cov roj teeb hluav taws xob hauv tsev tau teeb tsa lub peev xwm thaum Lub Xya Hli yog 11.3GWh, ntawm tag nrho cov teeb tsa ternary lithium roj teeb yog 5.5GWh, nce ntxiv. ntawm 67.5% xyoo-rau-xyoo.Ib hlis-rau-hli poob ntawm 8.2%;LiFePo4 roj teeb tag nrho tau nruab 5.8GWh, ib xyoos ib zaug nce ntawm 235.5%, thiab ib hlis-rau-hli nce ntawm 13.4%. Qhov tseeb, raws li thaum ntxov xyoo tas los, qhov kev loj hlob ntawm LiFePo4 roj teeb loading tau tshaj peb yuan.Xyoo 2020, tag nrho cov peev txheej nruab nrab ntawm ternary lithium roj teeb yog 38.9GWh, suav txog 61.1% ntawm tag nrho cov tsheb tau teeb tsa, qhov nce ntxiv ntawm 4.1% xyoo-rau-xyoo;Lub peev xwm nruab nrab ntawm LiFePo4 roj teeb yog 24.4GWh, suav txog 38.3% ntawm tag nrho cov tsheb nruab, nce ntxiv ntawm 20.6% xyoo-rau-xyoo. Hais txog cov zis, LiFePo4 roj teeb twb tau dov dhau ternary.Txij Lub Ib Hlis Ntuj mus txog Lub Xya Hli xyoo no, kev tsim cov roj teeb ternary lithium yog 44.8GWh, suav txog 48.7% ntawm tag nrho cov khoom tsim tawm, kev nce xyoo ntawm 148.2%;Kev tsim tawm ntawm LiFePo4 roj teeb yog 47.0GWh, suav txog 51.1% ntawm tag nrho cov khoom tsim tawm, nce ntxiv ntawm 310.6% xyoo-rau-xyoo. Tawm tsam qhov kev tawm tsam muaj zog ntawm lithium hlau phosphate, BYD Thawj Tswj Hwm thiab Thawj Tswj Hwm Wang Chuanfu tau hais nrog kev zoo siab: "BYD hniav roj teeb tau rub LiFePo4 rov qab los ntawm marginalization nrog nws tus kheej kev siv zog."Tus thawj coj ntawm CATL, Zeng Yuqun, kuj tau thov tias CATL yuav maj mam nce qhov feem ntawm LiFePo4 roj teeb muaj peev xwm ntau lawm hauv 3 mus rau 4 xyoo tom ntej, thiab qhov piv ntawm ternary roj teeb muaj peev xwm yuav maj mam txo. Nws yog ib nqi sau cia hais tias tsis ntev los no, cov neeg siv nyob rau hauv lub tebchaws United States uas tau txiav txim lub enhanced qauv roj teeb lub neej version ntawm Model 3 tau txais email hais tias yog lawv xav tau lub tsheb ua ntej, lawv muaj peev xwm xaiv LiFePo4 roj teeb los ntawm Tuam Tshoj.Tib lub sijhawm, LiFePo4 roj teeb qauv kuj tau tshwm sim hauv Asmeskas cov qauv khoom muag.Tesla CEO Musk tau thov tias nws nyiam LiFePo4 roj teeb vim tias lawv tuaj yeem them rau 100%, thaum cov roj teeb lithium ternary tsuas yog pom zoo rau 90%. Qhov tseeb, raws li thaum ntxov xyoo tas los, rau ntawm 10 lub tsheb tshiab lub zog tshiab muag hauv Suav lag luam twb tau tsim cov lithium hlau phosphate versions.Cov qauv tawg xws li Tesla Model3, BYD Han thiab Wuling Hongguang Mini EV txhua tus siv LiFePo4 roj teeb. Lithium hlau phosphate yuav tsum tau tshaj ternary roj teeb los ua cov khoom siv hluav taws xob tseem ceeb hauv 10 xyoo tom ntej.Tom qab tau txais kev tuav pov hwm hauv kev lag luam cia lub zog, nws yuav maj mam tuav txoj haujlwm tseem ceeb hauv kev lag luam hluav taws xob.