Kusukela ngoJulayi 2020, ibhethri le-CATL lithium iron phosphate laqala ukuhlinzeka ngeTesla; ngesikhathi esifanayo, i-BYD Han ifakiwe ohlwini, futhi ibhethri lifakwe i-lithium iron phosphate; ngisho ne-GOTION HIGH-TECH, inani elikhulu lebhethri elisekela i-Wuling Hongguang elisetshenziswe muva nje, nalo liyibhethri le-lithium iron phosphate.
Kuze kube manje, "ukuhlasela okuphikisayo" kwe-lithium iron phosphate akuseyona isiqubulo. Izinkampani zamabhethri kagesi zasekhaya ze-TOP3 zonke ziya ngokuya zikhula ngendlela yobuchwepheshe ye-lithium iron phosphate.
Ukwehla nokugeleza kwe-lithium iron phosphate
Uma sibheka emuva emakethe yamabhethri kagesi ezweni lethu, kungaphawuleka ukuthi kusukela ngo-2009, amabhethri e-lithium iron phosphate ashibhile futhi aphephile kakhulu ayengawokuqala ukusetshenziswa kuphrojekthi yokubonisa ethi “Imizi Eyishumi Nezimoto Eziyizinkulungwane” eyasungulwa yi-Ministry of Science and Technology.
Ngemva kwalokho, imboni yezimoto ezintsha zamandla ezweni lethu, ikhuliswe yizinqubomgomo zoxhaso, yabhekana nokukhula okukhulu, kusukela ezimotweni ezingaphansi kuka-5,000 kuya ezimotweni ezingu-507,000 ngo-2016. Ukuthunyelwa kwamabhethri kagesi, ingxenye eyinhloko yezimoto ezintsha zamandla, nakho kukhule kakhulu.
Idatha ikhombisile ukuthi ngo-2016, inani lamabhethri anamandla ezweni lethu lalingu-28GWh, kanti u-72.5% wawo kwakungamabhethri e-lithium iron phosphate.
Unyaka ka-2016 nawo uyinto entsha. Inqubomgomo yoxhaso yashintsha ngalowo nyaka futhi yaqala ukugcizelela ibanga lezimoto. Uma ibanga liphezulu, kulapho uxhaso luphakama khona, ngakho izimoto zabagibeli ziye zaphendukela ebhethri le-NCM ngokukhuthazela okunamandla.
Ngaphezu kwalokho, ngenxa yokutholakala okulinganiselwe kwemakethe yezimoto zabagibeli kanye nezidingo ezandayo zokuphila kwebhethri ezimotweni zabagibeli, inkathi ekhazimulayo ye-lithium iron phosphate isiphelile okwesikhashana.
Kuze kube ngu-2019, inqubomgomo entsha yoxhaso lwezimoto zamandla entsha yethulwa, futhi ukwehla okuphelele kwakungaphezu kuka-50%, futhi kwakungekho mfuneko ephezulu yokuhamba kwezimoto. Ngenxa yalokho, amabhethri e-lithium iron phosphate aqala ukubuya.
Ikusasa le-lithium iron phosphate
Emakethe yamabhethri kagesi ezimoto ezintsha, uma sibheka idatha yomthamo ofakiwe wamabhethri kagesi ngoJuni kulo nyaka, umthamo ofakiwe wamabhethri e-NCM ungu-3GWh, olinganiselwa ku-63.8%, kanti umthamo ofakiwe wamabhethri e-LFP ungu-1.7GWh, olinganiselwa ku-35.5%. Nakuba isilinganiso sokusekela samabhethri e-LFP siphansi kakhulu kunesabhethri e-NCM kusukela kudatha, isilinganiso sezimoto zabagibeli ezisekelayo ezinamabhethri e-LFP sikhuphuke sisuka ku-4% saya ku-9% ngoJuni.
Emakethe yezimoto zezentengiselwano, iningi lamabhethri kagesi asekelayo ezimotweni zabagibeli nezimoto ezikhethekile yibhethri le-LFP, okungadingeki ukusho. Ngamanye amazwi, amabhethri e-LFP aseqalile ukusetshenziswa kumabhethri kagesi, futhi lo mkhuba usuvele usunguliwe. Ngokuthengiswa okubonakalayo kamuva kwe-Tesla Model 3 kanye ne-BYD Han EV, isabelo semakethe samabhethri e-LFP sizokhula kuphela.
Emakethe enkulu yokugcina amandla, ibhethri le-LFP nalo linenzuzo kakhulu kunebhethri le-NCM. Idatha ikhombisile ukuthi amandla emakethe yokugcina amandla ezweni lami azodlula ama-yuan ayizigidi eziyizinkulungwane ezingama-600 eminyakeni eyishumi ezayo. Ngisho nango-2020, amandla ebhethri afakiwe ahlanganisiwe emakethe yokugcina amandla ezweni lami kulindeleke ukuthi adlule ama-50GWh.
Isikhathi sokuthunyelwe: Septhemba 16-2020