Ushishino olutsha lwaseTshayina lwezithuthi lwamandla lusukile kwisigaba salo sangaphambili esiqhutywa ngumgaqo-nkqubo, nesasilawulwa ziinkxaso-mali zikarhulumente, kwaye singene kwisigaba sorhwebo esijolise kurhwebo, singenisa ixesha legolide lophuhliso.
Njengenye yeemveliso ezibalulekileyo zezobugcisa zezithuthi zamandla amatsha, kuya kuba yintoni uphuhliso lwexesha elizayo lweebhetri zamandla, eziqhutywa ngumgaqo-nkqubo wekhabhoni wekhabhoni yokuthotyelwa kwekhabhoni kunye nokungathathi hlangothi kwekhabhoni?
Idatha yeseli yamandla emoto yaseTshayina kukujikwa kwesiqhelo
Ngokwedatha evela kwi-China Automotive Power Battery Alliance,ibhetri yamandlaimveliso ngoJulayi iphelele kwi-47.2GWh, inyuke nge-172.2% unyaka nonyaka kunye ne-14.4% ngokulandelelana. Nangona kunjalo, isiseko esifakelwe esihambelanayo sasingenacharacteristic, kunye nesiseko esifakiweyo esipheleleyo se-24.2GWh kuphela, ukunyuka kwe-114.2% ngonyaka, kodwa phantsi kwe-10.5% ngokulandelelana.
Ngokukodwa, imigca yeteknoloji eyahlukeneyo yeebhetri zamandla, impendulo nayo iyahluka. Phakathi kwabo, ukuhla kwe-ternaryiibhetri ze-lithiumkubonakala ngokukodwa, kungekhona kuphela imveliso yehla nge-9.4% ngonyaka, isiseko esifakiweyo sehla nge-15%.
Ngokwahlukileyo, imveliso yeiibhetri ze-lithium iron phosphateibizinzile ngokwentelekiso, isenako ukunyuka nge-33.5%, kodwa isiseko esifakelweyo sehle nge-7%.
Umphezulu wedatha unokuchazwa ukusuka kumanqaku e-2: amandla okuvelisa abavelisi bebhetri anele, kodwa iinkampani zemoto ezifakelweyo azikho ngokwaneleyo; Imakethi ye-lithium yebhetri ye-ternary iyancipha, imfuno ye-lithium iron phosphate nayo yehlile.
I-BYD izama ukubuyisela umva indawo yayo kushishino lwebhetri yamandla
Ukuguqulwa kokuqala kumashishini ebhetri yamandla kwenzeka kwi-2017. Kulo nyaka, i-Ningde Time iphumelele isithsaba sokuqala sehlabathi jikelele kunye nesabelo semarike ye-17%, kwaye i-giants international LG kunye ne-Panasonic yashiywa ngasemva.
Kweli lizwe, i-BYD, ebifudula ingumthengisi ohamba phambili osisigxina, nayo yehlisiwe yaya kwindawo yesibini. Kodwa okwangoku, imeko iza kutshintsha kwakhona.
NgoJulayi, intengiso ye-BYD yenyanga ifikelele kwinqanaba eliphezulu. Ngokunyuka konyaka-ngonyaka nge-183.1%, intengiso ye-BYD iyonke ngoJulayi ichukumise iiyunithi ezingama-160,000, nangaphezulu kokuphindwe kahlanu kwetotali edityanisiweyo yeenkampani ezintathu ze-Weixiaoli.
Kwakhona ngenxa yobukho bolu khuthazo, i-Fudi ibhetri ixhuma, kwakhona i-lithium iron phosphate ibhetri efakwe ngokwemiqathango yomthamo wezithuthi, i-head-on ukoyiswa kwe-Ningde Times. Okucacileyo kukuba isiphumo se-BYD izisa impumelelo entsha kwimakethi yebhetri yamandla aqinileyo.
Kwixesha elidlulileyo leqela le-BYD uSekela Mongameli oLawulayo kunye noMlawuli weZiko loPhando lobuNjineli bezeThutho, uLian Yubo, uthe kudliwanondlebe ne-CGTN: "I-BYD iyamhlonipha uTesla, ukwangumhlobo olungileyo noMusk, kwaye ulungele kwangoko ukubonelela ngeebhetri kuTesla njengoko. kakuhle."
Nokuba ngaba iTesla Shanghai Super Factory ekugqibeleni iya kufumana iibhetri zeBYD blade, into eqinisekileyo kukuba i-BYD iqale kancinci ukusika kwikhekhe leXesha leNingde.
Amakhadi amathathu eNingde Times
KwiNkomfa yeBattery yaMandla eHlabathi, uSihlalo weNingde Times uZeng Yuqun uthe: “Ibhetri yahlukile kwioli, uninzi lwezixhobo zebhetri zingaphinda zisetyenziswe, kwaye izinga langoku lokuphinda lisetyenziswe leNingde Times nickel-cobalt-manganese lifikelele kwi99.3% , kwaye i-lithium ifikelele ngaphezu kwe-90%.
Nangona kwimbono yabantu abachaphazelekayo, ukuya kuthi ga kwi-90% yezinga lokuphinda lisetyenziswe ayisiyonyani, kodwa kwi-Ningde Times yesazisi, kwintsimi yokuhlaziya ibhetri, kodwa ngokwaneleyo ukuba ibe ngabenzi bemithetho yoshishino.
Iibhetri ze-Ningde Times M3P luhlobo lwebhetri ye-lithium manganese ye-iron phosphate, kwaye imithombo esondeleyo kulo mbandela ibonise ukuba i-Ningde Times iya kubanika i-Tesla kwikota yesine yalo nyaka kwaye ibaxhobise kwimodeli ye-Model Y (72kWh ibhetri ye-pack) .
Ukuba umphumo wayo unokutshintsha ngokwenene iibhetri ze-lithium iron phosphate kwaye zikhuphisane neebhetri ze-lithium ze-ternary ngokwemiqathango yobuninzi bamandla, ngoko i-Ningde Times inamandla kwaye ibophelelekile ukuba ibuyele.
Ngo-Matshi kulo nyaka, iTekhnoloji ye-Aviata ibhengeze ukugqitywa komjikelo wokuqala wenkxaso-mali yeqhinga kunye nokutshintsha kolwazi lwezoshishino kunye nezorhwebo, kunye nokuqaliswa kwe-A round yemali. Ulwazi lweshishini lubonisa ukuba emva kokugqitywa komjikelo wokuqala wenkxaso-mali, i-Ningde Times ngokusemthethweni yaba ngumnini wesabelo esikhulu se-Aviata Technology kunye ne-23.99% ye-shareholder ratio.
UZeng Yuqun, ngakolunye uhlangothi, wathi ekubonakaleni kwe-Aviata ukuba uya kubeka iteknoloji engcono kakhulu yebhetri, kwi-Aviata. Kwaye enye i-angle cut, utyalo-mali lwe-Ningde Times e-Aviata lo msebenzi, mhlawumbi ufihla ezinye iingcamango.
Isiphelo: Ishishini lehlabathi jikelele lebhetri limiselwe uhlenga-hlengiso olukhulu
"Ukunciphisa iindleko" yindawo apho phantse bonke abavelisi bagxininisa xa bephuhlisa iibhetri, kwaye akubalulekanga ngaphantsi koxinzelelo lwamandla.
Ngokubhekiselele kwimizila yoshishino, ukuba indlela yeteknoloji ibonakaliswe ukuba ixabisa kakhulu, kuya kufuneka kubekho indawo yezinye iindlela zobuchwepheshe.
Iibhetri zamandla ziseyishishini apho ubugcisa obutsha buvela ngalo lonke ixesha. Kungekudala, i-Wanxiang One Two Three (igama litshintshile emva kokufunyanwa kwe-A123) libhengeze ukuba lenze impumelelo enkulu kwiibhetri zelizwe lonke. Emva kweminyaka yokulala ukusukela oko yafunyanwa, inkampani ekugqibeleni ibuyile kwabafileyo kwimarike yaseTshayina.
Kwelinye icala, i-BYD iphinde yabhengeza ilungelo elilodwa lomenzi webhetri entsha "eneepronged ezintandathu" ekuthiwa ikhuselekile kune "blade battery".
Phakathi kwabenzi bebhetri benqanaba lesibini, i-VN Technology iphakame yaduma ngeebhetri zayo ezithambileyo, iTianjin Lixin ibone isityalo esikhulu seebhetri zecylindrical, iGuoxuan High-tech isasebenza ngokupheleleyo, kwaye iYiwei Li-energy iyaqhubeka nokudlala Isiphumo seDaimler.
Iinkampani ezininzi zeemoto ezingabandakanyekanga kwiibhetri zamandla, ezifana neTesla, i-Great Wall, i-Azera kunye ne-Volkswagen, nazo zinamarhe okuba zibandakanyeke kwimveliso kunye nophuhliso lweebhetri zamandla kwimida.
Nje ukuba inkampani enye iphule unxantathu ongenakwenzeka wokusebenza, iindleko kunye nokhuseleko ngaxeshanye, oko kuya kuthetha uhlengahlengiso olukhulu kushishino lwebhetri lwamandla ehlabathi.
Inxalenye yomxholo ivela: Ukuphononongwa kwesivakalisi esinye: Ibhetri yamandla kaJulayi: BYD kunye neNingde Times, kufuneka kubekho imfazwe; I-Gingko Finance: ibhetri yamandla iminyaka engamashumi amathathu yokutshona; ixesha elitsha lamandla- ngaba iNingde Times ingaba lixesha?
Ixesha lokuposa: Aug-30-2022