Umholi wemishini ye-lithium umshayeli oqinile ohlakaniphile emkhakheni wokushayela kagesi “bese uqala”

Ngokuthuthuka okusheshayo kwezimoto zamandla amasha, inhloko yochungechunge lwemboni ithembele emandleni ayo e-R & D kanye nezinzuzo zepulatifomu ukuthuthukisa "indawo" entsha nokwakha "umsele" oqinile.

Muva nje, ibhethri lase-China lifunde emithonjeni efanele ukuthi, njengomholi womhlaba wonke emkhakheni wemishini yebhethri ye-lithium - ubuhlakani bomshayeli, uye wanqamula buthule ensimini kagesi (drive motor).

Imithombo enolwazi eyembulelwe ibhethri lase-China, ubuhlakani bomshayeli sebefinyelele ekubambisaneni kwamasu nenani lama-OEMs asekhaya ukuze ahlinzeke ngesethi egcwele yezixazululo zesistimu yokushayela kagesi, okuhlanganisa ulayini wokukhiqiza we-flat-line stator, umugqa wokuhlanganisa wonke-in-one, njll. ., futhi manje isiqedile ukuqinisekiswa nokulethwa.

Kusayinwe ama-yuan ayizigidi eziyizinkulungwane eziyi-18.7 ngo-2021, isikhundla esiphambili semishini ye-lithium siqinile

Umbiko wezezimali we-Pilot ohlakaniphile ubonisa ukuthi ngo-2021, inkampani yazuza imali engama-yuan ayizigidi eziyizinkulungwane ezingu-10.37, imali engenayo yadlula ama-yuan ayizigidi eziyizinkulungwane ezingu-10 okokuqala ngqa, ukwanda ngo-71.32%;inzuzo ephelele ye-1.58 billion yuan, inyuke ngo-106.47%.Phakathi kwazo, imali yebhizinisi yemishini ehlakaniphile yebhethri ye-lithium emalini engenayo ibalwe ngamaphesenti angama-69.30.

Kuyaphawuleka ukuthi ngo-2021, ukuzuza ekukhuphukeni okuphezulu kwezimoto ezintsha zamandla, ukushayela "ukuqhunyiswa" okusheshayo kwesidingo semishini ye-lithium.Imishini yokushayela i-lithium ehlakaniphile ngaphambi nangemva kokuba imikhiqizo yesiteshi ingene ebhethrini lekhanda lomhlaba wonke, uhlelo lwe-car supply chain, ama-oda amasha ahlakaniphile ka-2021 afinyelela kuma-yuan ayizigidi eziyizinkulungwane eziyi-18.7 (ngaphandle kwentela), okuyirekhodi eliphakeme.

Kusukela esakhiweni samakhasimende, inkampani ingene ochungechungeni lokuhlinzekwa kwezinkampani zebhethri ye-lithium yomugqa wokuqala womhlaba wonke nezinkampani zezimoto ezifana neNingde Times, Northvolt, LG New Energy, SK On, Panasonic Battery, Vonergy Technology, Tesla, BMW, Volkswagen, Toyota , njll.

Kungakhathaliseki ukuthi ngokwemali engenayo, inzuzo yonke, inani le-oda elisesandleni, noma isakhiwo sekhasimende, isikhundla esiholayo se-Pioneer Intelligence emkhakheni wemishini yebhethri ye-lithium yomhlaba wonke siya siqine kakhulu.

Isu elicacile, elizibophezele ekwakheni inkampani yesikhulumi yemishini engekho ezingeni eliphezulu

Ukukhula okuqhubekayo komsebenzi wonke we-Pioneer Intelligence kudalwe ukukhula okuphezulu kwezimoto zamandla amasha nezimboni zamabhethri e-lithium ngakolunye uhlangothi, nokuqina nokucaca kwesu lokuthuthukiswa kwenkampani ngakolunye.

Emkhakheni we-lithium, inkampani ngokuqinile lonke isu lomugqa, ukuthuthukiswa kweplatifomu ye-multi-plate synergistic, ukuzibeka njengomhlinzeki wesisombululo se-lithium, bamba umkhuba wesikhathi esizayo wokuthuthukiswa kwe-lithium, ukusetshenziswa kweplatifomu yayo, ubuchwepheshe, izinzuzo zokuhlanganisa , ukusiza amabhizinisi aphesheya kwezilwandle amabhethri ukuthi afinyelele amandla okuhlala ngokushesha nokukhululwa.

Kuyaqapheleka ukuthi, ngaphezu kwemishini ehlakaniphile yebhethri ye-lithium, inkampani iphinde yabeka eminyakeni yamuva ibhizinisi lemishini ehlakaniphile yokulima i-photovoltaic, imishini ehlakaniphile ye-3C, izinhlelo ezihlakaniphile ze-logistics, umugqa wokukhiqiza ohlakaniphile wezimoto, imishini ye-hydrogen, imishini yokucubungula ukunemba kwe-laser. kanye namanye amabhizinisi amasha, ngemva kweminyaka eminingana yokuthuthukiswa, ibhizinisi elisha elingenhla manje selisezingeni elihamba phambili embonini, okwenza futhi ukuthuthukiswa komshayeli ohlakaniphile "uhlobo lwe-platform "Izici zenkampani ziba sobala nakakhulu.

Ukuze usike emkhakheni kagesi drive line, eqinisweni, umshayeli ohlakaniphile embikweni walo wonyaka futhi kwembulwe, "enqubweni entsha ukukhiqizwa imoto yamandla, ibhethri module / PACK umugqa ukukhiqizwa, ugesi drive line, njll kungokwasekugcineni yochungechunge olusha lwemboni yamandla, ukuhlanganiswa kwezimoto umshini wobuhlakani obusezingeni eliphezulu ngokuhambisana nobuhlakani bokukhiqiza izimoto, ezishintshayo eziphezulu kanye nokunciphisa izindleko kanye nezidingo ezisebenza kahle zezikhathi, inkampani izothatha lokhu njengendawo yokungena. indawo yokungena ukuze ubambe ngokugcwele isidingo semakethe emikhakheni ehlobene nezimoto."

Umholi "uqale kabusha", usike ngokuqinile emkhakheni we-electric drive

Idatha ikhombisa ukuthi ngo-2021, imakethe yaseShayina ifinyelele ezigidini ezi-3.43 zamayunithi amakhulu amasha wokushayela amandla afakiwe, uma kuqhathaniswa namayunithi ayizigidi eziyi-1.41 ngo-2020, okukhuphuke ngo-143.3%, usayizi wemakethe usesigabeni sokukhula ngesivinini esikhulu.Manje kanye nokuduma kwezimoto zikagesi, uhlelo lokushayela ugesi lwezimoto seluzoletha ukuqhuma kwesidingo semakethe, ngokwezibalo, ukuthengiswa kwezimoto ezintsha zamandla ka-2025-2030 zaseChina kuzofinyelela kumayunithi ayizigidi eziyi-8.1 kuye kweziyi-16.6, usayizi wemakethe yokushayela ugesi wezimoto. izofinyelela ku-86.6 billion kuya ku-157.2 billion yuan.

I-automotive electric drive system, injini yamandla yezimoto ezintsha zikagesi zamandla, efana nenjini yezinjini zamafutha zendabuko, uhlelo lokushayela ugesi luthinta ngokuqondile ukusebenza nokusebenza kahle okuphelele kwezimoto zikagesi.Ngesikhathi esifanayo, izimoto zamandla amasha, ikakhulukazi izimoto zikagesi ezihlanzekile, ngokungafani nezitimela zikagesi ezinikezwa ama-pantographs, kodwa ngokunikezwa kwamandla ebhethri ye-on-board, ukusebenza kahle kwezimoto kuthinta ngokuqondile ububanzi, ngakho-ke ukusebenza kahle kwezidingo zemoto kuphezulu kakhulu.

Ngokusho kwebhethri i-China, ithembele kumojula webhethri / umugqa wokukhiqiza ohlakaniphile we-PACK, imishini emisha ehlakaniphile yezimoto nezinye izinzuzo ezihamba phambili embonini, ubuhlakani bomshayeli bunqume ngokuqinile emkhakheni wokukhiqiza amandla kagesi omusha, emgqeni wokukhiqiza we-stator, i-rotor. ulayini wokukhiqiza, ukuhlanganiswa kwesistimu yokushayela kagesi yonke into eyodwa kanye nesitendi sokuhlola se-EOL nezinye izindawo ezibalulekile zobuchwepheshe zigxile ocwaningweni nasekuthuthukisweni, isisekelo esiqinile, ukwethulwa ngokuphindaphindiwe kwezisombululo zesistimu yokushayela kagesi entsha.

Ithembele ekuqoqweni kwayo okuhamba phambili kanye nobuchwepheshe emkhakheni wemishini ye-lithium-ion, iPioneer Intelligence ihlola inqubo yokukhiqiza injini yocingo oluyisicaba ephezulu embonini yenqubo yokushayela futhi ithuthukise ngempumelelo ubuchwepheshe bokwenza izintambo ze-hairpin ezizukulwaneni ezintathu ukuze kuzuzwe ubuholi bezobuchwepheshe, kuyilapho i-Pioneer Intelligence ibambisana ngokujulile nama-OEM amaningi ayinhloko ekhaya nakwamanye amazwe ngokusebenzisa ubuchwepheshe obubophezelayo nokucwaninga okuhlanganyelwe kanye nentuthuko ukuze kuphindwe izixazululo zomugqa wokukhiqiza wezinga lepulatifomu, ezinganikeza amakhasimende nge-Yakha ifektri ehlakaniphile.

Ukuhlolwa kobuchwepheshe obusha bohlelo lokushayela ugesi kuzosiza ekuguquleni nasekuthuthukisweni kwemboni yezimoto zamandla amasha, okuzoqhubeka nokuqinisa isikhundla sayo emkhakheni wemishini emisha yamandla.

 


Isikhathi sokuthumela: May-18-2022