Abakhiqizi bezinto ezibonakalayo ze-lithium iron phosphate (LifePo4) benza yonke imizamo yokukhulisa umthamo wokukhiqiza. Ngo-Agasti 30, 2021, i-Ningxiang High-tech Zone e-Hunan, e-China yasayina inkontileka nenkampani yokutshala izimali ngephrojekthi ye-lithium iron phosphate. Ngokutshalwa kwezimali okuphelele kwama-yuan ayizigidi eziyizinkulungwane eziyi-12, iphrojekthi izokwakha iphrojekthi ye-lithium iron phosphate enomphumela wonyaka wamathani angama-200,000, futhi izokhipha imigqa yokukhiqiza engama-40. Imakethe yomkhiqizo ikakhulukazi eyezinkampani zamabhethri eziphezulu zase-China njenge-CATL, BYD, ne-BSLBATT. Ngaphambi kwalokhu, ngo-Agasti 27, i-Longpan Technology yakhipha ukukhishwa okungezona esidlangalaleni kwamasheya akwa-A, yathi kulindeleke ukuthi iqoqe ama-yuan ayizigidi eziyizinkulungwane ezingu-2.2, azosetshenziselwa ikakhulukazi amaphrojekthi amakhulu okukhiqiza amandla amasha emoto yamandla kanye nokugcinwa kwamandla. izinto zebhethri cathode. Phakathi kwazo, iphrojekthi entsha yamandla izokwakha umugqa wokukhiqiza we-lithium iron phosphate(LiFePo4) ngokwethula imishini yokukhiqiza ethuthukisiwe ekhaya naphesheya. Phambilini, u-Felicity Precision udalule uhlelo lomnikelo ongelona umphakathi ngoJuni walo nyaka. Le nkampani ihlose ukukhipha amasheya emigomeni ethile engadluli ku-35 okuhlanganisa nabanikazi bamasheya abalawulayo benkampani. Isamba semali esiqoqiwe ngeke seqe ama-yuan ayizigidi eziyizinkulungwane eziyi-1.5, ezosetshenziswa onyakeni wokutshalwa kwezimali. Ukukhiqizwa kwamathani angama-50,000 wamaphrojekthi wezinto ezibonakalayo we-lithium battery cathode, izimoto ezintsha zamandla amasistimu okulawula ama-elekthronikhi kanye namaphrojekthi wezingxenye ezibalulekile kanye nemali eyengeziwe yokusebenza. Ngaphezu kwalokho, engxenyeni yesibili ka-2021, uDefang Nano kulindeleke ukuthi andise umthamo wokukhiqiza we-lithium iron phosphate (LiFePo4) ngamathani angu-70,000, i-Yuneng New Energy izokwandisa umthamo wayo wokukhiqiza ngamathani angu-50,000, kanti i-Wanrun New Energy izokwandisa ukukhiqizwa kwayo. umthamo ngamathani angu-30,000. Akugcini lapho, ngisho ne-Longbai Group, i-China Nuclear Titanium Dioxide, nabanye abakhiqizi be-titanium dioxide nabo basebenzisa inzuzo yezindleko zemikhiqizo ukukhiqiza i-lithium iron phosphate (LiFePo4) ngaphesheya komngcele. Ngo-Agasti 12, i-Longbai Group yamemezela ukuthi izinkampani ezingaphansi kwayo ezimbili zizotshala ama-yuan ayizigidi eziyizinkulungwane ezimbili kanye nama-yuan ayizigidi eziyizinkulungwane ezingu-1.2 ukuze kwakhiwe amaphrojekthi amabili ebhethri ye-LiFePo4. Izibalo ezihlobene nemboni zibonisa ukuthi ngoJulayi walo nyaka, umthamo wokufakwa kwebhethri yasekhaya ye-LiFePo4 ngokomlando wedlula ibhethri le-ternary: Isamba esiphelele somthamo webhethri lamandla asekhaya afakwe ngoJulayi sasingu-11.3GWh, lapho isamba sebhethri ye-lithium efakiwe sasingu-5.5GWh, ukukhuphuka ngo-67.5% unyaka nonyaka. Ukwehla kwenyanga nenyanga ngo-8.2%; Amabhethri e-LiFePo4 esewonke afakwe i-5.8GWh, ukukhuphuka konyaka nonyaka ngama-235.5%, kanye nokwenyuka kwenyanga nenyanga ngo-13.4%. Eqinisweni, ekuqaleni konyaka odlule, izinga lokukhula kokulayisha kwebhethri ye-LiFePo4 leqe ama-yuan amathathu. Ngo-2020, inani eliphelele elifakiwe lamabhethri e-ternary lithium lalingu-38.9GWh, libalelwa ku-61.1% yenani lezimoto ezifakiwe, ukwehla okuhlanganisiwe ngo-4.1% unyaka nonyaka; umthamo ofakiwe ohlanganisiwe wamabhethri e-LiFePo4 ube ngu-24.4GWh, okubalelwa ku-38.3% yenani lezimoto ezifakiwe, okuwukukhuphuka okungama-20.6% unyaka nonyaka. Ngokwalokho okukhiphayo, ibhethri ye-LiFePo4 isivele igoqelwe phezulu. Kusukela ngoJanuwari kuya kuJulayi kulo nyaka, ukukhiqizwa okuhlanganisiwe kwamabhethri e-lithium e-ternary kwaba ngu-44.8GWh, okubalelwa ku-48.7% wesamba esiphumayo, ukukhuphuka konyaka nonyaka ngo-148.2%; ukuqoqwa kokukhiqizwa kwamabhethri e-LiFePo4 kube ngu-47.0GWh, okubalelwa ku-51.1% wesamba esiphumayo, okuwukukhuphuka okuqongelelekayo okungu-310.6% unyaka nonyaka. Ebhekene nokuhlasela okuqinile kwe-lithium iron phosphate, uSihlalo we-BYD kanye noMongameli u-Wang Chuanfu basho ngenjabulo: “Ibhethri ye-BYD blade ihoxise i-LiFePo4 ekuncishweni phansi ngemizamo yayo.” Usihlalo we-CATL, uZeng Yuqun, uphinde wathi i-CATL izokhuphula kancane kancane ingxenye yomthamo wokukhiqiza webhethri ye-LiFePo4 eminyakeni emi-3 kuya kwemi-4 ezayo, futhi isilinganiso somthamo wokukhiqiza webhethri we-ternary sizokwehla kancane kancane. Kuyaphawuleka ukuthi muva nje, abasebenzisi e-United States abaye ba-oda inguqulo yebhethri evamile ethuthukisiwe ye-Model 3 bathole i-imeyili ethi uma befuna ukuthola imoto kusengaphambili, bangakhetha amabhethri e-LiFePo4 avela e-China. Ngasikhathi sinye, amamodeli ebhethri e-LiFePo4 nawo avele kuhlu lwamamodeli ase-US. I-CEO ye-Tesla u-Musk uthe ukhetha amabhethri e-LiFePo4 ngoba angashajwa ku-100%, kuyilapho amabhethri e-lithium e-ternary enconywa kuphela ku-90%. Eqinisweni, ekuqaleni konyaka odlule, izimoto zamandla ezintsha eziyisithupha kweziyi-10 ezithengiswa emakethe yaseShayina zase zethule izinguqulo ze-lithium iron phosphate. Amamodeli aqhumayo njengeTesla Model3, BYD Han neWuling Hongguang Mini EV wonke asebenzisa amabhethri e-LiFePo4. I-lithium iron phosphate kulindeleke ukuthi idlule amabhethri e-ternary ukuze ibe ikhemikhali yokugcinwa kwamandla kagesi ehamba phambili eminyakeni eyi-10 ezayo. Ngemva kokuthola indawo emakethe yokugcina amandla, kancane kancane izothatha isikhundla esiphezulu emkhakheni wezimoto zikagesi.
Isikhathi sokuthumela: May-08-2024