LG New Energy ikulankhula ndi kampani yaku China yaku China kuti ipange mabatire agalimoto amagetsi otsika mtengo ku Europe

LG Malingaliro a kampani New Energykufunafuna maubwenzi otheka kumabwera pakati pazovuta

Kutsika kwapang'onopang'ono kwamakampani opanga magalimoto amagetsi padziko lonse lapansi, zomwe zikuwonetsa kukakamizidwa kwamakampani omwe si aku China kuchokera kwa opanga magalimoto mpaka mitengo yotsika. pamlingo wofanana ndi wa mpikisano waku China.

Mwezi uno, French automaker Groupe Renault anati izo ntchito lithiamu chitsulo mankwala batire (LFP) luso mu mapulani ake misa-kupanga magalimoto magetsi, kusankha LG New Energy ndi Chinese mdani wake Contemporary Amperex Technology Co. Ltd. (CATL) monga ogwirizana. , kukhazikitsa maunyolo ogulitsa ku Europe.

Kulengeza kwa Groupe Renault kumatsatira chigamulo cha European Commission mu June. Pambuyo pa miyezi yambiri yofufuza zotsutsana ndi chithandizo, European Union inaganiza zopereka msonkho wofikira 38% pamagalimoto amagetsi otumizidwa kuchokera ku China, zomwe zinapangitsa opanga magalimoto amagetsi aku China ndi makampani a mabatire kuti adzipereke ku Europe.

Wonjoon Suh, mkulu wa LG New Energy a patsogolo galimoto batire gawo, anauza Reuters: "Tikukambirana ndi makampani Chinese amene kupanga lithiamu chitsulo mankwala cathode zipangizo ndi kupanga zinthu zimenezi ku Ulaya." Koma woyang'anirayo adati adakana kutchula kampani yaku China pazokambirana.

"Tikulingalira njira zosiyanasiyana, kuphatikizapo kukhazikitsa mgwirizano ndi kusaina mapangano operekera nthawi yayitali," adatero Wonjoon Suh, ndikuwonjezera kuti mgwirizano woterewu ungathandize LG New Energy kuchepetsa mtengo wopangira mabatire ake a lithiamu iron phosphate mkati mwa zaka zitatu. pamlingo wofanana ndi wa mpikisano waku China.

Cathode ndi gawo limodzi lokwera mtengo kwambiri mu batire yagalimoto yamagetsi, yomwe imawerengera pafupifupi gawo limodzi mwa magawo atatu a mtengo wonse wa cell. Malinga ndi tracker msika wa batire SNE Research, China ndiyo imayang'anira padziko lonse lapansi zida za lithiamu iron phosphate cathode, pomwe opanga ake akuluakulu ndi Hunan Yuneng New Energy Battery Material Co., Ltd., Shenzhen Shenzhen Dynanonic ndi Hubei Wanrun New Energy Technology.

Pakalipano, zida zambiri za cathode zamabatire amagetsi amagetsi zimagawidwa m'mitundu iwiri: zida za cathode za faifi ndi lithiamu chitsulo phosphate cathode. Mwachitsanzo, zinthu za cathode za nickel zomwe zimagwiritsidwa ntchito muzithunzi zautali za Tesla zimatha kusunga mphamvu zambiri, koma mtengo wake ndi wapamwamba. Lithium iron phosphate cathode zinthu zimakondedwa ndi opanga magalimoto amagetsi aku China monga BYD. Ngakhale kuti imasunga mphamvu zochepa, imakhala yotetezeka komanso yotsika mtengo.

Makampani a batire aku South Korea nthawi zonse amayang'ana kwambiri kupanga mabatire a faifi tambala, koma tsopano, monga opanga ma automakers akufuna kukulitsa mizere yawo kumitundu yotsika mtengo, akukulanso kupanga mabatire a lithiamu iron phosphate mokakamizidwa. . Koma gawo ili lakhala likuyendetsedwa ndi opikisana nawo aku China. Suh adati LG New Energy ikuganiza zogwirizana ndi makampani aku China kuti apange zida za lithiamu iron phosphate cathode ku Morocco, Finland kapena Indonesia kuti azipereka msika waku Europe.

LG New Energy yakhala ikukambirana ndi opanga ma automaker ku United States, Europe ndi Asia zokhudzana ndi mapangano operekera mabatire a lithiamu iron phosphate. Koma Suh adati kufunikira kwamitundu yamagetsi yotsika mtengo kumakhala kolimba ku Europe, komwe gawoli limawerengera pafupifupi theka la malonda a EV m'derali, apamwamba kuposa ku United States.

Malinga ndi SNE Research, m'miyezi isanu yoyambirira ya chaka chino, opanga mabatire aku South Korea LG New Energy, Samsung SDI ndi SK On anali ndi gawo limodzi la 50.5% pamsika wamagetsi amagetsi aku Europe, pomwe gawo la LG New Energy linali 31.2 %. Gawo lamsika lamakampani a batri aku China ku Europe ndi 47.1%, pomwe CATL imayika koyamba ndi gawo la 34.5%.

M'mbuyomu, LG New Energy idakhazikitsa mgwirizano wa batri ndi opanga ma automaker monga General Motors, Hyundai Motor, Stellantis ndi Honda Motor. Koma kukula kwa kugulitsa magalimoto amagetsi kukucheperachepera, Suh adati kukhazikitsa zida zina zofunika pakukulitsa kutha kuchedwa mpaka zaka ziwiri pokambirana ndi anzawo. Amalosera kuti kufunika kwa EV kudzachira ku Europe pafupifupi miyezi 18 komanso ku US m'zaka ziwiri kapena zitatu, koma izi zidzadalira mbali zina za ndondomeko ya nyengo ndi malamulo ena.

Kukhudzidwa ndi ntchito yofooka ya Tesla, LG New Energy mtengo wamtengo wapatali unatseka 1.4%, kuperewera kwa Korea KOSPI index, yomwe inagwa 0.6%.