Warshadaha cusub ee baabuurta tamarta ee dalka Shiinaha ayaa ka guuray wajigii hore ee ay siyaasada ku hagayeen, taas oo ay u badnaayeen kabka dawladu, waxaanay gashay marxalad ganacsi oo suuqa ku jihaysan, taas oo keentay horumar dahabi ah.
Sida mid ka mid ah alaabada farsamada ee muhiimka ah ee baabuurta tamarta cusub, maxay noqon doontaa mustaqbalka mustaqbalka ee baytariyada korantada, oo ay wadaan siyaasadda labajibbaaran ee kaarboonka ee u hoggaansanaanta kaarboonka iyo dhexdhexaadnimada kaarboon?
Xogta unugyada awoodda baabuurta ee Shiinaha waa beddelka caadada
Sida laga soo xigtay xogta laga soo xigtay Isbahaysiga Awoodda Bateriga Shiinaha,batari korontoWax-soo-saarka bishii Luulyo wuxuu ahaa 47.2GWh, ilaa 172.2% sannadkiiba iyo 14.4% siday isugu xigaan. Si kastaba ha ahaatee, saldhiga u dhigma ee la rakibay waxa uu ahaa mid aan sifo lahayn, iyada oo wadarta guud ee la rakibay ay ahayd 24.2GWh, ilaa 114.2% sannadkiiba, balse hoos u dhacay 10.5% si xidhiidh ah.
Gaar ahaan, khadadka tignoolajiyada kala duwan ee baytariyada korontada, jawaabtu sidoo kale way kala duwan tahay. Waxaa ka mid ah, hoos u dhaca ternarybaytariyada lithiumsi gaar ah ayey u caddahay, ma aha oo kaliya wax-soo-saarku hoos ayuu u dhacay 9.4% sannadkiiba, saldhigga la rakibay ayaa hoos u dhacay ilaa 15%.
Taas bedelkeeda, wax soo saarka eebaytariyada phosphate birta lithiumwuxuu ahaa mid xasiloon, wali wuxuu awooday inuu kordho 33.5%, laakiin saldhiga la rakibay ayaa sidoo kale hoos u dhacay 7%.
Dusha sare ee xogta waxaa laga qiyaasi karaa 2 dhibcood: soo saarayaasha batteriga awoodda wax soo saarka ayaa ku filan, laakiin shirkadaha baabuurta rakibay awoodda kuma filna; suuqa baytariyada ternary lithium hoos u dhaca, baahida fosfateed birta lithium ayaa sidoo kale hoos u dhacay.
BYD waxay isku daydaa inay beddesho booska ay ku leedahay warshadaha baytariyada korontada
Isbeddelkii ugu horreeyay ee warshadaha batteriga korontadu wuxuu dhacay 2017. Sannadkan, Ningde Time ayaa ku guuleysatay taajkii ugu horreeyay ee adduunka oo leh 17% saamiga suuqa, waxaana ka haray kooxaha waaweyn ee LG iyo Panasonic.
Dalka gudihiisa, BYD, oo hore u ahaan jirtay iibiye sare oo sannadle ah, ayaa sidoo kale hoos loo dhigay kaalinta labaad. Laakiin wakhtigan xaadirka ah, xaaladdu waxay ku dhowdahay inay mar kale is beddesho.
Bishii Luulyo, iibka BYD ee bisha wuxuu gaaray heerkii ugu sarreeyay abid. Kor u kaca sanad-sannad-ka ee 183.1%, wadarta iibka BYD bishii Luulyo waxa uu taabtay 160,000 unug, xitaa in ka badan shan jeer marka la isku daro saddexda shirkadood ee Weixiaoli.
Waxa kale oo ay sabab u tahay jiritaanka dardargelintan, batteriga Fudi ayaa booday, mar kale ka soo booday baytari fosfateed birta lithium ah oo lagu rakibay marka loo eego mugga baabuurta, jabinta madaxa ee Ningde Times. Waxa cad ayaa ah in saamaynta BYD ay u keenayso horumar cusub suuqa batteriga xoogga leh.
Muddo ka hor BYD Group Guddoomiye ku xigeenka fulinta iyo Agaasimaha Machadka Cilmi-baarista Automotive Engineering, Lian Yubo, ayaa sheegay in wareysi uu la yeeshay CGTN: "BYD ixtiraamo Tesla, iyo sidoo kale waa saaxiibo wanaagsan oo la Musk, oo isla markiiba diyaar u ah inay bixiyaan baytariyada Tesla sida. si fiican."
Haddii Tesla Shanghai Super Factory ay ugu dambeyntii heli doonto sahayda baytariyada daabka BYD, waxa hubaal ah in BYD ay si tartiib tartiib ah u bilaabeen inay gooyaan keega Ningde Time.
Saddexda kaarar ee Ningde Times
Shirka Battery ee Awooda Adduunka, Gudoomiyaha Ningde Times Zeng Yuqun wuxuu yiri: "Batterigu wuu ka duwan yahay saliidda, inta badan qalabka baytariyada dib ayaa loo isticmaali karaa, iyo heerka dib u warshadaynta ee Ningde Times nickel-cobalt-manganese wuxuu gaaray 99.3% , iyo lithium-ku waxa uu gaadhay in ka badan 90%.
In kasta oo aragtida dadka ay khusayso, ilaa 90% heerka dib-u-warshadaynta maaha mid dhab ah, laakiin aqoonsiga Ningde Times, oo galay berrinka dib u warshadaynta batteriga, laakiin sidoo kale ku filan si ay u noqdaan xeer-dejiyayaal warshadeed.
baytariyada Ningde Times M3P waa nooc ka mid ah baytariyada birta ee lithium manganese, iyo ilo ku dhow arrinta ayaa tilmaamay in Ningde Times ay siin doonto Tesla rubuci afraad ee sanadkan oo ay ku qalabayn doonto moodelka Y (72kWh batteriga) .
Haddii saameynteedu ay runtii bedeli karto baytariyada phosphate iron lithium oo ay la tartanto baytariyada ternary lithium marka la eego cufnaanta tamarta, markaa Ningde Times waa mid xoogan oo waxay ku xidhan tahay inay dib u soo noqoto.
Bishii Maarso ee sanadkan, Aviata Technology ayaa ku dhawaaqday dhamaystirka wareegga koowaad ee maalgelinta istaraatiijiyadeed iyo isbeddelka macluumaadka warshadaha iyo ganacsiga, iyo bilaabista wareegga maalgelinta. Macluumaadka ganacsigu wuxuu muujinayaa in ka dib markii la dhammeeyey wareegga koowaad ee maalgelinta, Ningde Times waxay si rasmi ah u noqotay saamiga labaad ee ugu weyn ee Teknolojiyadda Aviata iyada oo leh 23.99% saamiga saamiga.
Zeng Yuqun, dhanka kale, mar sheegay muuqaalka Aviata in uu dhigi doono tignoolajiyada batteriga ugu fiican, on Aviata. Iyo xagal kale oo la gooyey, maalgashiga Ningde Times ee Aviata hawlgalkan, laga yaabee sidoo kale fikradaha kale ee qarsoon.
Gabagabo: Warshadaha tamarta caalamiga ah ayaa loo dejiyay isku shaandhayn weyn
"Qiimaha dhimista" waa aag ay ku dhawaad dhammaan soosaarayaashu diiradda saaraan marka ay soo saarayaan baytariyada, oo aan ka muhiimsanayn cufnaanta tamarta.
Marka la eego isbeddellada warshadaha, haddii dariiqa tignoolajiyada la caddeeyo inuu aad qaali u yahay, waxaa hubaal ah inay bannaan tahay waddooyin kale oo tignoolajiyadeed inay horumaraan.
Baytariyada korontada weli waa warshado ay tignoolajiyada cusub soo baxayaan mar walba. Muddo aan fogayn, Wanxiang One Two Three (magaca ayaa beddelay ka dib markii la helay A123) waxay ku dhawaaqday inay horumar weyn ka samaysay baytariyada gobolka oo dhan. Ka dib sannado badan oo nasasho ah tan iyo markii la iibsaday, shirkaddu waxay ugu dambeyntii ka soo noqotay meydadka suuqa Shiinaha.
Dhanka kale, BYD ayaa sidoo kale ku dhawaaqday rukhsad loogu talagalay baytari cusub oo "lix geesood ah" kaas oo la sheegay inuu ka badbaado badan yahay "batteriga daabka".
Ka mid ah kuwa sameeya baytariyada heerka labaad, VN Technology ayaa kor u kacday iyada oo leh baytariyada jilicsan ee jilicsan, Tianjin Lixin waxay aragtay dalagyo badan oo baytariyada cylindrical, Guoxuan High-tech ayaa wali si buuxda u socda, Yiwei Li-energy wuxuu sii wadaa inuu ciyaaro Saamaynta Daimler
Shirkado badan oo baabuur oo aan ku lug lahayn baytariyada korontada, sida Tesla, Great Wall, Azera iyo Volkswagen, ayaa sidoo kale lagu xamanayaa inay ku lug leeyihiin soo saarista iyo horumarinta baytariyada tamarta ee xuduudaha.
Marka hal shirkad ay ka gudubto saddexagalka aan macquul ahayn ee waxqabadka, kharashka iyo badbaadada isku mar, waxay ka dhigan tahay isku shaandhayn weyn oo lagu sameeyo warshadaha batteriga tamarta caalamiga ah.
Qayb ka mid ah waxa ku jira waxa ay ka timid: Hal jumlad oo dib u eegis ah: July power Battery: BYD iyo Ningde Times, waa in uu jiraa dagaal; Gingko Finance: baytari koronto soddon sano oo quustay; Waaga tamarta cusub - Ningde Times runtii ma noqon karaa xilli?
Waqtiga boostada: Agoosto-30-2022