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Fosfate-ka Birta Lithium ayaa Furay Wareeg Cusub oo Awood Wax-soo-saar & Ballaadhin

Waqtiga boostada: Meey-08-2024

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Lithium iron fosfooraska (LifePo4) soosaarayaasha walxaha ayaa sameynaya dadaal kasta oo lagu kordhinayo awoodda wax soo saarka. Agoosto 30,2021, Ningxiang High-tech Zone ee Hunan, Shiinaha ayaa heshiis la saxeexatay shirkad maalgashi mashruuca fosfateedka birta ee lithium. Wadarta maalgelinta 12 bilyan yuan, mashruucu wuxuu dhisi doonaa mashruuc fosfateed birta lithium ah oo wax soo saar sanadle ah 200,000 oo tan ah, waxaana la geyn doonaa 40 khadadka wax soo saarka. Suuqa wax soo saarka ayaa inta badan leh shirkadaha batteriga ugu sarreeya Shiinaha sida CATL, BYD, iyo BSLBATT. Taas ka hor, Agoosto 27, Longpan Technology waxay soo saartay soo saarista aan dawliga ahayn ee saamiyada A, iyada oo sheegtay in la filayo in ay kor u kacdo 2.2 bilyan yuan, taas oo inta badan loo isticmaali doono mashaariicda waaweyn ee wax soo saarka tamarta cusub ee tamarta tamarta iyo kaydinta tamarta. alaabta cathode batari. Waxaa ka mid ah, mashruuca tamarta cusub wuxuu dhisi doonaa khadka wax soo saarka ee fosfateed birta lithium (LiFePo4) isagoo soo bandhigaya qalabka wax soo saarka ee horumarsan gudaha iyo dibadda. Horaantii, Felicity Precision waxay daaha ka qaaday qorshe aan dawli ahayn oo wax bixin ah bisha Juunyo sanadkan. Shirkaddu waxay ku talo jirtaa inay bixiso saamiyo aan ka badnayn 35 bartilmaameedyo gaar ah oo ay ku jiraan saamilayda gacanta ku haya shirkadda. Wadarta lacagaha la uruuriyay kama badan doono 1.5 bilyan yuan, taas oo loo isticmaali doono sanadka maalgashiga. Soo saarista 50,000 tan oo tamarta cusub ee lithium baytari cathode agabka, gaadhi tamarta cusub nidaamyada kontoroolka elektarooniga ah ee muhiimka ah iyo mashaariicda qaybaha muhiimka ah iyo raasamaalka shaqo ee dheeriga ah. Intaa waxaa dheer, qeybta labaad ee 2021, Defang Nano ayaa la filayaa in ay ballaariso awoodda wax soo saarka ee lithium iron phosphate (LiFePo4) by 70,000 tan, Yuneng New Energy waxay ballaarin doontaa awoodeeda wax soo saarka 50,000 tan, iyo Wanrun New Energy waxay ballaarin doontaa wax soo saarkeeda. awoodda 30,000 tan. Ma aha taas oo kaliya, xitaa Kooxda Longbai, Shiinaha Nuclear Titanium Dioxide, iyo kuwa kale ee titanium dioxide ayaa sidoo kale isticmaala faa'iidada qiimaha alaabta si ay u soo saaraan lithium iron phosphate (LiFePo4) ee xuduudka. Agoosto 12, Kooxda Longbai waxay ku dhawaaqday in labada shirkadood ee hoos yimaada ay maalgashi doonaan 2 bilyan yuan iyo 1.2 bilyan yuan siday u kala horreeyaan si loo dhiso laba mashruuc oo baytari ah oo LiFePo4 ah. Tirakoobyada la xiriira warshadaha ayaa muujinaya in bishii Luulyo ee sanadkan, batteriga LiFePo4 ee gudaha lagu rakibay uu taariikh ahaan dhaafiyay baytariga ternary: Wadarta guud ee baytariga korantada gudaha ee la rakibay bishii Luulyo waxay ahayd 11.3GWh, kaas oo wadarta guud ee baytariga ternary lithium uu ahaa 5.5GWh, koror 67.5% sannadkiiba. Hoos-u-dhac bishii-bishii ah 8.2%; Beteriyada LiFePo4 wadartoodu waxay ku rakiban yihiin 5.8GWh, koror sanad kasta ah 235.5%, iyo koror bil-bishii ah 13.4%. Dhab ahaantii, horraantii sannadkii hore, heerka kobaca ee batteriga LiFePo4 ayaa kor u dhaafay saddex yuan. Sannadka 2020, wadarta awoodda la rakibay ee baytariyada ternary lithium waxay ahayd 38.9GWh, taasoo ka dhigan 61.1% wadarta baabuurta la rakibay, hoos u dhac wadar ah oo ah 4.1% sanad kasta; Awoodda la rakibay ee baytariyada LiFePo4 waxay ahayd 24.4GWh, taasoo ka dhigan 38.3% wadarta baabuurta la rakibay, koror isugeyn ah oo ah 20.6% sanad kasta. Marka la eego wax soo saarka, batteriga LiFePo4 mar hore ayaa lagu rogey ternary. Laga soo bilaabo Jannaayo ilaa Juulaay sanadkan, wax-soo-saarka baytariyada ternary lithium-ka waxa uu ahaa 44.8GWh, taas oo ka dhigan 48.7% wadarta wax-soo-saarka, korodhka isugaynta sannad-sannad-ka-148.2%; Wax-soo-saarka guud ee baytariyada LiFePo4 wuxuu ahaa 47.0GWh, taasoo ka dhigan 51.1% wadarta guud ee wax soo saarka, koror isugeyn ah oo ah 310.6% sanad kasta. Isaga oo wajahaya weerarka adag ee fosfooraska birta ee lithium-ka, Guddoomiyaha BYD iyo madaxweynaha Wang Chuanfu ayaa si farxad leh u yiri: "BYD batterigu wuxuu dib uga soo celiyay LiFePo4 dadaalkeeda." Guddoomiyaha CATL, Zeng Yuqun, ayaa sidoo kale sheegtay in CATL ay si tartiib tartiib ah u kordhin doonto saamiga wax soo saarka batteriga LiFePo4 3 ilaa 4 sano ee soo socota, saamiga wax soo saarka batteriga ternary-ga ayaa si tartiib tartiib ah hoos u dhacaya. Waxaa xusid mudan in dhawaan, dadka isticmaala Maraykanka oo dalbaday nooca nolosha batteriga ee la xoojiyey ee Model 3 ay heleen iimaylo sheegaya in haddii ay rabaan inay hore u sii qaataan bateriga, ay dooran karaan baytariyada LiFePo4 ee Shiinaha. Isla mar ahaantaana, moodooyinka baytariyada LiFePo4 waxay sidoo kale ka soo muuqdeen alaabada moodeelka Mareykanka. Maamulaha guud ee Tesla Musk wuxuu sheegay inuu doorbidayo baytariyada LiFePo4 sababtoo ah waxaa lagu dalaci karaa 100%, halka baytariyada ternary lithium lagu talinayaa kaliya 90%. Dhab ahaantii, horraantii sannadkii hore, lix ka mid ah 10ka baabuur ee tamarta cusub ee lagu iibiyo suuqa Shiinaha ayaa mar hore bilaabay noocyada fosfatetada birta ee lithium. Moodooyinka qarxa sida Tesla Model3, BYD Han iyo Wuling Hongguang Mini EV dhamaantood waxay isticmaalaan baytariyada LiFePo4. Lithium iron fosfate waxa la filayaa inay dhaafto baytariyada ternary si ay u noqoto kiimiko kaydinta tamarta korantada ee ugu wayn 10ka sano ee soo socda. Ka dib markii ay kasbato suuqa kaydinta tamarta, waxay si tartiib tartiib ah u qabsan doontaa booska ugu sarreeya ee gawaarida korontada.


Waqtiga boostada: Meey-08-2024