Sabuwar masana'antar kera makamashi ta kasar Sin ta kawar da matakin farko na manufofinta na farko, wanda tallafin gwamnati ya mamaye shi, kuma ya shiga wani yanayi na kasuwanci da ya dace da kasuwa, wanda ya samar da wani lokaci mai kyau na ci gaba.
A matsayin ɗaya daga cikin mahimman samfuran fasaha na sabbin motocin makamashi, menene makomar ci gaban batura masu ƙarfi, waɗanda manufofin carbon dual na yarda da carbon da tsaka tsaki na carbon ke motsawa?
Bayanan cell ikon kera motoci na China koma baya ne ga al'ada
Bisa bayanan da aka samu daga kungiyar hadin gwiwar batir wutar lantarki ta kasar Sin.baturi mai ƙarfiAbubuwan da aka samar a watan Yuli sun kai 47.2GWh, sama da kashi 172.2% a shekara da kuma 14.4% a jere. Koyaya, madaidaicin tushe da aka shigar ba shi da wani hali, tare da jimillar tushen tushen 24.2GWh kawai, sama da 114.2% a shekara, amma ƙasa da 10.5% a jere.
Musamman, layukan fasaha daban-daban na batura masu ƙarfi, amsa kuma ta bambanta. Daga cikin su, raguwar ternarybatirin lithiummusamman a bayyane yake, ba wai kawai samarwa ya faɗi 9.4% kowace shekara ba, tushen da aka shigar ya ragu da kusan 15%.
Sabanin haka, fitarwa nalithium iron phosphate baturaya kasance mai kwanciyar hankali, har yanzu yana iya karuwa da 33.5%, amma tushen da aka shigar shima ya ragu da kashi 7%.
Za'a iya yin la'akari da bayanan bayanan daga maki 2: ƙarfin samar da baturi ya isa, amma kamfanonin mota da aka shigar ba su isa ba; ternary lithium baturi kasuwar raguwa, lithium iron phosphate bukatar shi ma ya ƙi.
BYD yana ƙoƙarin juyar da matsayinsa a masana'antar baturi
Juyawa na farko a masana'antar batir wutar lantarki ya faru ne a cikin 2017. A wannan shekara, Ningde Time ya lashe kambi na farko a duniya tare da kaso 17% na kasuwa, kuma an bar manyan kamfanonin duniya LG da Panasonic a baya.
A kasar, BYD, wanda a baya ya kasance babban mai siyar da kayayyaki, shi ma an rage shi zuwa matsayi na biyu. Amma a halin yanzu, lamarin yana gab da sake canzawa.
A watan Yuli, tallace-tallacen BYD na watan ya kai wani matsayi mafi girma. Tare da karuwar shekara-shekara na 183.1%, jimillar tallace-tallace na BYD a watan Yuli ya taɓa raka'a 160,000, har ma fiye da sau biyar idan aka kwatanta da jimlar kamfanonin Weixiaoli uku.
Har ila yau, saboda samuwar wannan kuzarin, batirin Fudi ya yi tsalle, ya sake fitowa daga batirin lithium iron phosphate da aka sanya dangane da yawan abin hawa, ya yi nasara kan Ningde Times. Abin da ke bayyane shine cewa tasirin BYD yana kawo sabon ci gaba ga ingantaccen kasuwar baturi mai ƙarfi.
A wani lokaci da ya gabata, mataimakin shugaban kungiyar BYD kuma darakta na Cibiyar Binciken Injiniya ta Motoci, Lian Yubo, ya fada a wata hira da CGTN cewa: "BYD na mutunta Tesla, kuma yana da abokantaka na kwarai da Musk, kuma nan take a shirye yake ya samar da batura ga Tesla. da kyau."
Ko a ƙarshe Kamfanin Tesla na Shanghai Super Factory zai karɓi kayayyaki na batir ruwa na BYD, abin da ke tabbata shi ne, a hankali BYD ya fara yanke cikin kek na Ningde Time.
Katuna uku na Ningde Times
A taron batirin wutar lantarki na duniya, shugaban kamfanin Ningde Times Zeng Yuqun ya ce: “Batir ya bambanta da mai, ana iya sake amfani da mafi yawan kayan batir, kuma yawan sake amfani da Ningde Times nickel-cobalt-manganese a halin yanzu ya kai kashi 99.3%. , kuma lithium ya kai fiye da kashi 90%.
Ko da yake a ra'ayin mutanen da abin ya shafa, kusan kashi 90% na adadin sake yin amfani da su ba gaskiya ba ne, amma ga ainihin Ningde Times, a fagen sake amfani da baturi, amma kuma ya isa ya zama masu tsara tsarin masana'antu.
Batir Ningde Times M3P wani nau'in baturi ne na lithium manganese baƙin ƙarfe phosphate, kuma majiyoyin da ke kusa da lamarin sun nuna cewa Ningde Times za ta ba su Tesla a cikin kwata na huɗu na wannan shekara tare da samar da su a cikin samfurin Y (72kWh baturi) samfurin. .
Idan tasirinsa zai iya maye gurbin batirin lithium iron phosphate da gaske kuma ya yi gogayya da batir lithium na ternary dangane da yawan kuzari, to Ningde Times yana da ƙarfi kuma yana daure ya sake dawowa.
A watan Maris na wannan shekara, fasahar Aviata ta sanar da kammala zagayen farko na dabarun ba da kudade da sauya bayanan masana'antu da na kasuwanci, da kuma kaddamar da zagaye na kudade na A. Bayanan kasuwanci sun nuna cewa bayan kammala zagaye na farko na bayar da kudade, Ningde Times a hukumance ta zama mai hannun jari na biyu mafi girma na Fasahar Aviata tare da rabon hannun jari na 23.99%.
Zeng Yuqun, a daya bangaren, ya taba fada a bayyanar Aviata cewa zai sanya mafi kyawun fasahar batir, a kan Aviata. Kuma wani kusurwa yanke, Ningde Times zuba jari a Aviata wannan aiki, watakila ma boye wasu tunani.
Kammalawa: An saita masana'antar batirin wutar lantarki ta duniya don babban sauyi
"Rage farashi" yanki ne da kusan dukkanin masana'antun ke mayar da hankali a kai lokacin haɓaka batura, kuma ba shi da mahimmanci fiye da ƙarfin makamashi.
Dangane da yanayin masana'antu, idan an tabbatar da cewa hanyar fasaha tana da tsada sosai, tabbas akwai sauran hanyoyin da za'a bi don haɓakawa.
Batirin wutar lantarki har yanzu masana'antu ne inda sabbin fasahohi ke fitowa koyaushe. Ba da dadewa ba, Wanxiang Daya Biyu Uku (sunan ya canza bayan sayan A123) ya sanar da cewa ya sami babban ci gaba a cikin batura masu ƙarfi. Bayan shafe shekaru da dama tun bayan saye shi, a karshe kamfanin ya dawo daga matattu a kasuwar kasar Sin.
A gefe guda kuma, BYD ya kuma ba da sanarwar takardar haƙƙin mallaka na sabon batir mai “fuska shida” wanda aka yi iƙirarin cewa ya fi “batir ruwa” aminci.
Daga cikin masu kera batir a mataki na biyu, fasahar VN ta yi fice tare da batura masu laushi masu laushi, Tianjin Lixin ya ga yawan amfanin gona na batura masu siliki, Guoxuan High-tech har yanzu yana kan ci gaba, kuma Yiwei Li-energy ya ci gaba da taka leda. Daimler sakamako.
Kamfanonin motoci da dama da ba su da hannu a cikin batura irin su Tesla, Great Wall, Azera da Volkswagen, ana kuma rade-radin cewa suna da hannu wajen kera da samar da batura masu wutan lantarki a kan iyakokin kasar.
Da zarar kamfani ɗaya zai iya keta kusurwoyi uku na aiki, farashi da aminci a lokaci guda, hakan na nufin babban sauyi a masana'antar batir mai ƙarfi ta duniya.
Wani ɓangare na abun ciki ya fito daga: Bitar jimla ɗaya: batirin wutar lantarki na Yuli: BYD da Ningde Times, dole ne a yi yaƙi; Gingko Finance: batirin wutar lantarki shekaru talatin da nutsewa; sabon zamanin makamashi - Shin Ningde Times zai iya zama da gaske zamani?
Lokacin aikawa: Agusta-30-2022