Ukungena ngoJulayi 2020, ibhethri ye-CATL lithium iron phosphate yaqala ukunikeza uTesla;ngesikhathi esifanayo, i-BYD Han ifakwe ohlwini, futhi ibhethri ifakwe i-lithium iron phosphate;ngisho ne-GOTION HIGH-TECH, inani elikhulu lokusekela i-Wuling Hongguang esanda kusetshenziswa futhi ibhethri ye-lithium iron phosphate.
Kuze kube manje, "i-counterattack" ye-lithium iron phosphate ayisesona isiqubulo.Izinkampani zebhethri zasekhaya ezi-TOP3 zonke ziya ngokuba banzi futhi ziba banzi emzileni wezobuchwepheshe we-lithium iron phosphate.
Ukwehla nokugeleza kwe-lithium iron phosphate
Uma sibheka emuva emakethe yezwe lethu yamabhethri kagesi, kungaqashelwa ukuthi ekuqaleni konyaka wezi-2009, amabhethri e-lithium iron phosphate abiza kancane futhi aphephe ngokwedlulele aba ngawokuqala ukusetshenziswa kuphrojekthi yokubonisa “Amadolobha Ayishumi Nezimoto Eziyinkulungwane” eyethulwa yi UMnyango Wezesayensi Nobuchwepheshe.isicelo.
Kamuva, imboni yezimoto ezintsha zamandla ezwe lethu, ekhuthazwe yizinqubomgomo zoxhaso, ikhule kakhulu, isuka ezimotweni ezingaphansi kwezi-5,000 iya ezimotweni eziyizi-507,000 ngowezi-2016. Ukuthunyelwa kwamabhethri kagesi, okuyingxenye eyinhloko yezimoto ezisebenza ngamandla amasha, nakho kukhule kakhulu.
Idatha ibonise ukuthi ngo-2016, isamba sebhethri lamandla ezwe lethu sasingu-28GWh, lapho ama-72.5% ayengamabhethri e-lithium iron phosphate.
Unyaka wezi-2016 nawo uyinkathi yoshintsho.Umgomo woxhaso washintsha ngalowo nyaka waqala ukugcizelela ibanga elide lezimoto.Lapho imayela liphakeme, isibonelelo siphezulu, ngakho izimoto zabagibeli ziphendulele ukunaka kwazo ebhethri le-NCM ngokukhuthazela okuqinile.
Ngaphezu kwalokho, ngenxa yokutholakala okulinganiselwe kwemakethe yezimoto zabagibeli kanye nezidingo ezikhulayo zempilo yebhethri ezimotweni zabagibeli, inkathi ekhazimulayo ye-lithium iron phosphate isiphelile okwesikhashana.
Kuze kube ngu-2019, kwethulwa inqubomgomo entsha yoxhaso lwezimoto zamandla amasha, futhi ukwehla sekukonke bekungaphezu kuka-50%, futhi ibingekho imfuneko ephakeme yemayela lemoto.Ngenxa yalokho, amabhethri e-lithium iron phosphate aqala ukubuya.
Ikusasa le-lithium iron phosphate
Emakethe entsha yebhethri yamandla emoto yamandla, uma kubhekwa idatha yomthamo webhethri yamandla efakwe ngoJuni walo nyaka, umthamo ofakiwe wamabhethri e-NCM ngu-3GWh, olinganiselwa ku-63.8%, futhi umthamo ofakiwe wamabhethri e-LFP ngu-1.7GWh, obala inani. 35.5.%.Nakuba isilinganiso sokusekela samabhethri e-LFP siphansi kakhulu kunaleso samabhethri e-NCM asuka kudatha, isilinganiso sokusekela izimoto zabagibeli ngamabhethri e-LFP sikhuphuke sisuka ku-4% saya ku-9% ngoJuni.
Emakethe yezimoto zezentengiselwano, amabhethri amaningi asekelayo ezimoto zabagibeli nezimoto ezikhethekile yibhethri ye-LFP, okungadingekile ukusho.Ngamanye amazwi, amabhethri e-LFP aseqalile ukusetshenziswa kumabhethri kagesi, futhi umkhuba usuvele usungulwe.Ngokudayiswa okubonakala kamuva kwe-Tesla Model 3 ne-BYD Han EV, isabelo semakethe samabhethri e-LFP sizokwenyuka kuphela.
Emakethe enkulu yokugcina amandla, ibhethri ye-LFP nayo inenzuzo enkulu kunebhethri le-NCM.Idatha ibonise ukuthi umthamo wemakethe yokugcina amandla yezwe lami uzodlula ama-yuan ayizigidi eziyizinkulungwane ezingu-600 eminyakeni eyishumi ezayo.Ngisho nango-2020, umthamo webhethri ofakiwe wemakethe yezwe lami ulindeleke ukuba udlule u-50GWh.
Isikhathi sokuthumela: Sep-16-2020