Imboni yezimoto ezintsha zaseShayina isisukile esigabeni sayo sokuqala esasiqhutshwa yinqubomgomo, esasibuswa uxhaso lukahulumeni, futhi isingene esigabeni sokuhweba esigxile ezimakethe, singenisa isikhathi esihle kakhulu sentuthuko.
Njengomunye wemikhiqizo ebalulekile yezobuchwepheshe yezimoto zamandla amasha, kuzoba yini ukuthuthukiswa kwesikhathi esizayo kwamabhethri kagesi, okuqhutshwa inqubomgomo ye-carbon dual of carbon compliance kanye nokungathathi hlangothi kwekhabhoni?
Idatha yeselula yamandla ezimoto yaseShayina iwukuguqula okujwayelekile
Ngokusho kwedatha evela ku-China Automotive Power Battery Alliance,amandla ibhethriukukhiqizwa ngoJulayi kufinyelele ku-47.2GWh, kwenyuke ngo-172.2% unyaka nonyaka kanye no-14.4% ngokulandelana.Kodwa-ke, isisekelo esifakiwe esihambisanayo besingenasici, sinesisekelo esifakiwe esiphelele esingu-24.2GWh kuphela, sikhuphuke ngo-114.2% unyaka nonyaka, kodwa sehle ngo-10.5% ngokulandelana.
Ngokucacile, imigqa yobuchwepheshe ehlukene yamabhethri wamandla, impendulo nayo iyahlukahluka.Phakathi kwabo, ukwehla kwe-ternaryamabhethri e-lithiumkusobala kakhulu, akuwona kuphela ukukhiqizwa kwehle ngo-9.4% unyaka nonyaka, isisekelo esifakiwe sehle ngo-15%.
Ngokuphambene, okukhiphayo kweamabhethri e-lithium iron phosphateibizinzile, isakwazi ukunyuka ngo-33.5%, kodwa isisekelo esifakiwe sehle ngo-7%.
Indawo yedatha ingacatshangwa kusuka kumaphuzu angu-2: amandla okukhiqiza abakhiqizi bebhethri anele, kodwa amandla afakiwe ezinkampani zezimoto awanele;Imakethe yebhethri ye-lithium ye-ternary, isidingo se-lithium iron phosphate sinciphile.
I-BYD izama ukuhlehlisa indawo yayo embonini yebhethri lamandla
Ukuguqulwa kokuqala embonini yebhethri yamandla kwenzeka ngo-2017. Kulo nyaka, i-Ningde Time iwine umqhele wokuqala womhlaba wonke ngesabelo semakethe esingu-17%, futhi iziqhwaga zamazwe ngamazwe i-LG nePanasonic zishiywe ngemuva.
Ezweni, i-BYD, phambilini ebikade idayisa kakhulu, nayo yehlisiwe yaba endaweni yesibili.Kodwa okwamanje, isimo sesizoshintsha futhi.
NgoJulayi, ukuthengiswa kwe-BYD kwenyanga kufinyelele izinga eliphezulu.Ngokukhula konyaka nonyaka ngo-183.1%, inani eliphelele le-BYD ngoJulayi lithinte amayunithi ayi-160,000, okuphindwe kahlanu kwengqikithi yezinkampani ezintathu ze-Weixiaoli ezihlanganisiwe.
Kungenxa yokuba khona kwalo mfutho, ibhethri ye-Fudi igxuma, iphinda isuka ebhethri ye-lithium iron phosphate efakwe ngokwevolumu yezimoto, ukunqotshwa kwe-Ningde Times.Okusobala ukuthi umphumela we-BYD uletha impumelelo entsha emakethe yebhethri yamandla aqinile.
Esikhathini esedlule iPhini likaMongameli we-BYD Group kanye noMqondisi we-Automotive Engineering Research Institute, uLian Yubo, engxoxweni ne-CGTN: "I-BYD iyamhlonipha uTesla, futhi ungumngane omkhulu noMusk, futhi ulungele ngokushesha ukuhlinzeka ngamabhethri ku-Tesla kahle."
Ukuthi i-Tesla Shanghai Super Factory ekugcineni izothola ukunikezwa kwamabhethri e-BYD blade, okuqinisekileyo ukuthi i-BYD isiqale kancane ukusika ikhekhe le-Ningde Time.
Amakhadi amathathu e-Ningde Times
Engqungqutheleni ye-World Power Battery Conference, uSihlalo we-Ningde Times uZeng Yuqun uthe: “Ibhethri lihlukile kuwoyela, izinto eziningi zebhethri zingasetshenziswa kabusha, kanti izinga lamanje lokugaywa kabusha kwe-Ningde Times nickel-cobalt-manganese selifinyelele ku-99.3% , futhi i-lithium isifinyelele ngaphezu kuka-90%.
Nakuba ngokombono wabantu abathintekayo, kuze kufike ku-90% wezinga lokugaywa kabusha akulona iqiniso, kodwa kubunikazi be-Ningde Times, emkhakheni wokugaywa kabusha kwamabhethri, kodwa futhi kwanele ukuba abe abenzi bemithetho yemboni.
Amabhethri e-Ningde Times M3P awuhlobo lwebhethri le-lithium manganese iron phosphate, futhi imithombo esondelene nalolu daba iveze ukuthi i-Ningde Times izowahlinzeka kwa-Tesla ngekota yesine yalo nyaka futhi iwahlomise ngemodeli yebhethri ye-Model Y (72kWh) .
Uma umphumela wawo ungangena esikhundleni samabhethri e-lithium iron phosphate futhi uqhudelane namabhethri e-lithium e-ternary ngokwenani lamandla, i-Ningde Times inamandla futhi ibophezelekile ukubuya.
NgoMashi kulo nyaka, i-Aviata Technology yamemezela ukuphothulwa komzuliswano wokuqala wokuxhasa ngezimali amasu kanye nokushintshwa kolwazi lwezimboni nohwebo, kanye nokwethulwa komjikelezo we-A wezimali.Imininingwane yebhizinisi ikhombisa ukuthi ngemuva kokuphothulwa komzuliswano wokuqala wokuxhaswa ngezimali, i-Ningde Times ngokusemthethweni yaba umninimasheya wesibili ngobukhulu be-Aviata Technology enenani lamasheya angama-23.99%.
UZeng Yuqun, ngakolunye uhlangothi, wake wathi ekubukeni kwe-Aviata ukuthi uzobeka ubuchwepheshe bebhethri obuhle kakhulu, ku-Aviata.Futhi enye i-angle cut, ukutshalwa kwezimali kwe-Ningde Times ku-Aviata lo msebenzi, mhlawumbe futhi kufihle eminye imicabango.
Isiphetho: Imboni yebhethri lamandla emhlabeni wonke isethelwe ukushintshwa okukhulu
"Ukunciphisa izindleko" indawo cishe bonke abakhiqizi abagxila kuyo lapho benza amabhethri, futhi ayibalulekile kangako kunokuminyana kwamandla.
Mayelana nezitayela zemboni, uma umzila wezobuchwepheshe ufakazelwa ukuthi ubiza kakhulu, kufanele kube nesikhala sokuthi eminye imizila yobuchwepheshe ithuthuke.
Amabhethri kagesi aseyimboni lapho ubuchwepheshe obusha buvela ngaso sonke isikhathi.Muva nje, i-Wanxiang One Two Three (igama elishintshile ngemuva kokutholwa kwe-A123) imemezele ukuthi yenze impumelelo enkulu kumabhethri e-solid-state.Ngemuva kweminyaka yokulala selokhu yatholwa, inkampani igcine ibuyile kwabafileyo emakethe yaseChina.
Ngakolunye uhlangothi, i-BYD iphinde yamemezela ilungelo lobunikazi lebhethri elisha "elinezinhlangothi eziyisithupha" okuthiwa liphephe kakhudlwana kune "blade battery".
Phakathi kwabakhiqizi bebhethri besigaba sesibili, i-VN Technology isikhuphukele kakhulu ngamabhethri ayo ephakethe elithambile, i-Tianjin Lixin ibone isivuno esikhulu samabhethri angamacylindrical, iGuoxuan High-tech isasebenza ngokugcwele, kanti i-Yiwei Li-energy iyaqhubeka nokudlala Umphumela we-Daimler.
Izinkampani eziningi zezimoto ezingabandakanyi amabhethri kagesi, njenge-Tesla, i-Great Wall, i-Azera ne-Volkswagen, nazo zinamahemuhemu okuthi zihileleke ekukhiqizeni nasekuthuthukisweni kwamabhethri kagesi emingceleni.
Uma inkampani eyodwa ingakwazi ukweqa unxantathu ongenakwenzeka wokusebenza, izindleko nokuphepha ngesikhathi esifanayo, kuzosho ukushintshwa okukhulu embonini yebhethri yamandla omhlaba.
Ingxenye yokuqukethwe ivela: Ukubuyekezwa komusho owodwa: Ibhethri lamandla kaJulayi: BYD neNingde Times, kufanele kube nempi;I-Gingko Finance: ibhethri lamandla iminyaka engamashumi amathathu licwila;inkathi entsha yamandla - ingabe i-Ningde Times ingaba ngempela inkathi?
Isikhathi sokuthumela: Aug-30-2022