Maganizo a amphaka ku mabatire olimba aboma atchuka.
Posachedwa, Wise Katswiri wa amphaka, adawulula kuti actl ali ndi mwayi wopanga mabatire aboma omwe ali ndi zaka 4, ndipo chandamale ndikufika pa 20-8.
Zoposa mwezi wapitayo, ZEE yuqun, Wapampando wa acl, amakhulupirira kuti malonda a mabatire olimba a boma anali chinthu choyipa. Pamapeto pa Marichi, Zeng Yuqun adati pakuyankhulana ndi ofalitsa nkhani zomwe zidali zamatelefoni zomwe zili pano "sizikhala zokwanira" ndipo pali zovuta zotetezeka. Malonda akadali zaka zingapo.
Mu mwezi umodzi, malingaliro a amphaka kumabatizidwe adasintha kuchokera kwa "malonda ali kutali" mpaka "pali mwayi wopanga pang'ono". Kusintha kwapafupi nthawi imeneyi kumayenera kupangitsa anthu kuganiza za zifukwa zomwe zayambitsa.
Posachedwa, mabatire olimba adziko atchuka kwambiri. Poyerekeza zakale, makampani akapatsidwa katundu ndi mabatire omwe anali ochepa, tsopano pali zochulukirapo za batri ndi kukula kwatsamba. Kukumana ndi zomwe zimachitika pakusintha kwa mafakitale, malo amphamvu a amphaka akhala chinthu zakale.
Pansi pa nyimbo zamphamvu zotsatsa mabatire adziko lapansi, "Ning Wang" adayamba kuchita mantha?
Mphepo yotsatsa ikuwomba "mabatire olimba"
Monga tonse tikudziwa, pakati posamukira ku mabatire amadzimadzi mpaka mabatire olimba ndi onse osintha electrolyte. Kuchokera ku mabatire amadzimadzi okhazikika, ndikofunikira kusintha zida zamagetsi kuti zithandizire mphamvu, chitetezo, ndi zina zambiri, sizophweka potengera ukadaulo, zomwe zimabweretsa komanso kupanga. Zimanenedweratu m'makampaniwo kuti mabatire olimba a boma sangathe kupanga miliyoni mpaka 2030.
Masiku ano, kutchuka kwa mabatire olimba a boma ndi osavomerezeka, ndipo pamakhala phokoso lamphamvu pasadakhale.
Pa Epulo 8, Zhiji Moumile adatulutsa mtundu wa New New Zhiji L6 (makonzedwe | kufunsa), komwe kumakhala ndi batri yokhazikika ya "Nthaka ya Mbadwo Wokhazikika" kwa Nthawi yoyamba. Pambuyo pake, gulu la Gac lidalengeza kuti mabatire onse olimba a boma amakonzekera kuyikidwa m'magalimoto mu 2026, ndipo adzakhazikitsidwa koyamba m'makonzi a Haopin.
Zachidziwikire, kulengeza pagulu kwambiri kwa anthu omwe ali ndi "msinga wam'badwo woyamba wa boma" wabweretsanso mkangano waukulu. Batiri lake lolimba sikuti batiri lokhazikika. Pambuyo pa zokambirana zambiri zakuzama ndikuwunika, Li Zheng, Manager General of Qingtao mphamvu, pomaliza pake ndi batri yolimba ", ndipo mikangano idachepa pang'ono.
Monga othandizira a Zhija L6 mabatire adziko lapansi, pomwe Qingtao Magetsi ananena zowona za mabatire a Semi-State, kampani ina idati apanga zatsopano m'munda wa mabatire onse a boma. Pa Epulo 9, Gac Aion Haoboo adalengeza kuti batiri la 100% limamasulidwa pa Epulo 12.
Komabe, nthawi yomasuliridwa yoyambirira yomwe idakonzedwa idasinthidwa kukhala "Kupanga Misa mu 2026." Njira zobwerezabwereza zoterezi zakopa madandaulo kuchokera kwa anthu ambiri m'makampani.
Ngakhale makampani onsewa amasewera masewera a mawu otsatsa mabatire olimba, kutchuka kwa mabatire olimba aboma kwakonzedwanso pachimake.
Pa Epulo 2, Tailan Gran Energet adalengeza kuti kampaniyo yapanga kupita patsogolo kwambiri pakufufuza ndi mabatire oyambira a State-Stom kuchuluka kwambiri kwa mankhwala osokoneza bongo a lithiamu.
Pa Epulo 5, Kufufuza kwa Germany Kukwezeleza Fizikisi ndi Technology Kulengeza Kuti Patatha Zaka Zokwanira Zakawiri 20,000wh / kg.
Kuphatikiza apo, kuyambira kumapeto kwa Epulo mpaka pano, mphamvu yatsopano ya mphamvu ndi Erlid idalengeza kuti gawo loyamba la majekiti awo olimba a boma la boma lakhazikitsidwa. Malinga ndi mapulani am'mbuyomu, ipeza gawo lalikulu la mzere wa 10GWH popanga mu 2026. M'tsogolo, zimayesetsa kukwaniritsa gawo la mafashoni padziko lonse lapansi la 100 + gwh pofika 2030.
Olimba kwathunthu kapena okhazikika? Ning Wang imathandizira nkhawa
Poyerekeza ndi mabatire amadzimadzi, mabatire olimba adziko amakopa chidwi kwambiri chifukwa ali ndi zabwino zambiri monga mphamvu zambiri, chitetezo chachikulu, komanso kutentha kwakukulu. Ndiwoyimira wofunika m'badwo wotsatira wa mabatire apamwamba kwambiri.
Malinga ndi zinthu zamagetsi zamadzimadzi, mkati mwa anthu opanga mafakitale asiya kusiyanitsa pakati pa mabatire olimba a boma. Makampaniwa amakhulupirira kuti njira ya mabatire olimba amatha kugawidwa kukhala magawo monga semi (5-10wt%), quasi-yolimba (0-5wt (0WO). Ma elekitiroli omwe amagwiritsidwa ntchito mu semi-yolimba ndi quasi-yolimba imasakaniza electrolyte yolimba ndi yamadzimadzi.
Ngati zingatenge nthawi yosungira mabatire onse a boma kuti akhale panjira, ndiye kuti mabatire olimba amakhala kale m'njira.
Malinga ndi ziwerengero zosakwanira kuchokera ku Studic Auto, pakali pano pali makampani ochulukirapo a batire, kuphatikiza mphamvu zatsopano, zaluso, zomwe zayikanso batiri lambiri, komanso mapulani omveka kuti alowe mgalimoto.
Malinga ndi ziwerengero kuchokera ku mabungwe oyenera, chifukwa cha 2023, kukonzekera kolimba kwa batiri komwe kwakhala kopitilira 290gwh, komanso kuthekera kwenikweni kudzapitilira 15gwh. 2024 idzakhala malo ofunikira pakukula kwa makampani olimba a batiri. Kutalika kwakukulu ndikugwiritsa ntchito (Semi-) mabatire okhazikika omwe akuyembekezeka kukwaniritsidwa chaka chimodzi. Zikuyembekezeka kuti kuthekera kwathunthu kwa chaka chonse chomwe chidzapitilira 5GWH.
Atakumana ndi kupita patsogolo mwachangu kwa mabatire olimba, nkhawa za msipu era idayamba kufalikira. Zojambulajambula zofananira, zochita za amphaka pakufufuza ndi chitukuko cha mabatire olimba samathamanga kwambiri. Posachedwa, anasintha 'malingaliro ake' ndipo anaika mwadongosolo la mabatire olimba a boma. Chifukwa chomwe nthawi zina zimapangitsa kuti "Fotokozerani" kungakhale kupanikizika chifukwa cha kusintha kwa mafakitale onse ndi kutha kwake kokulira.
Pa Epulo 15, acl adatulutsa lipoti lake lazachuma kwa kotala loyamba la 2024: Revel Revel anali 79.77 biliyoni Yuan, kuchepa kwa chaka cha 10.41%; Chuma Chuma Chofunika Kuthana ndi makampani olembedwapo anali ngati achi Brion.5 biliyoni, kuchuluka kwa chaka chimodzi; Phunziro lopanda net mutatha kuchotsa anali 9.25 biliyoni Yuan, chaka chimodzi-pofika chaka cha 18.56%.
Ndikofunika kutchula kuti iyi ndi kotala lachiwiri lotsatizana komwe acl watsika chaka ndi chaka chilichonse pakugwiritsa ntchito ndalama. Gawo lachinayi la 2023, ndalama zonse za atl zidagwa ndi 10% chaka ndi chaka. Monga mitengo ya batte ya magetsi ikupitilizabe kugwa ndipo makampani zimawavuta kuwonjezera gawo lawo mu msika wa batiri, amphaka akuwonetsa kuti akukula msanga.
Kuyang'ana pa malingaliro ena, amphaka asintha momwe amakhalira ndi mabatire okhazikika, ndipo ndizofanana ndi kukakamizidwa kuchita bizinesi. Makampani onse a batri atagwera mu mutu wa batire la "ntchentche-batring batri" kusamvana.
Kuyankha kwa Catl: Zoposa mabatire okhazikika
Bizinesi yayikulu ya amphaka imaphatikizapo magawo anayi, omwe ndi mabatire amagetsi, mabatire amagetsi osungira, zinthu za batri komanso kubwezeretsanso mchere, ndi batire. Mu 2023, gawo la batire lamphamvu lidzapereka ndalama zogwirira ntchito ya actire, ndipo gawo losungirako batire lidzawerengera pafupifupi 15% ya ndalama zake zogwirira ntchito.
Malinga ndi kafukufuku wofufuza, mu kotala yoyamba ya chaka chino, kupezeka kwa amphaka padziko lonse lapansi kwa mabatire anali00.1gwh, kuchuluka kwa chaka ndi 31.9%, ndipo gawo lake lamsika linali 37.9%. Ziwerengero zochokera ku China
Zachidziwikire, matekinoloje atsopano ndi zinthu zatsopano nthawi zonse amakhala chinsinsi cha ntchito yamsika ya acl. Mu Ogasiti 2023, dzina lake la Njinale limatulutsa batire yopambana ya enxium mu Ogasiti 2023. Batle ino ndi ma netractron photoode, etc.
Catl adamaliza pa lipoti lake lazachuma kwa kotala loyamba la 2024 kuti mabatire a Shenxing ayamba kutumiza kwakukulu. Nthawi yomweyo, acl anatulutsa tizilombo toyambitsa mphamvu, zomwe zimagwirizanitsa "kuvunda kwa" Zero, ndi njira zingapo zodziwika bwino. Nthawi zina zimakhulupirira kuti kampaniyo imasungabe malo abwino opanga mafakitale, kugwiritsa ntchito ukadaulo wotsogolera, kufunsa kuti ziyembekezo zabwino, makasitomala okhazikika, komanso zotchinga zapamwamba.
Kwa acl, mabatire olimba a boma si "njira yokhayo" mtsogolo. Kuphatikiza pa betring batri, amphaka adagwirizananso ndi Chery chaka chatha kuti ayambitse mtundu wa batri wa sodium-ion. Mu Januwale chaka chino, a Cafl adafunsira zida za patenti "sodium magawo a magwiridwe antchito.
Kachiwiri, amphaka amafufuzanso mosapita m'mbali zamakasitomala atsopano. M'zaka zaposachedwa, acl wachulukitsa misika yakunja. Poganizira za mphamvu ya Geopolititical ndi zinthu zina, acl asankha mtundu wowala bwino ngati njira yopulumukira. Ford, General Motors, tesla, etc. atha kukhala makasitomala ake.
Kuyang'ana kumbuyo kwa bata yokhazikika ya batire, sichoncho kwambiri kotero kuti amphaka asintha kuchoka pa "ophatikizira" kuti "azigwira" mabatire olimba. Ndikwabwino kunena kuti amphati aphunzira kuyankha pamsika ndipo akumanga kampani yotsogola yotsogola. chithunzi.
Monga chotsimikizika chofuula ndi amphaka mu kanema wa Brand, "posankha tram, yang'anani mabatire a amphaka." Kwa amphaka, zilibe kanthu kuti ndi gulu liti lomwe limagula kapena batri lomwe amasankha. Malingana ngati wogwiritsa ntchito akuwafunsa, amphaka amatha "kupanga". Itha kuonedwa kuti munthawi ya kukula kwa mafakitale mafakitale, ndikofunikira nthawi zonse kuti ayandikire kwa ogula ndikufufuza zosowa za ogwiritsa ntchito, ndipo otsogolera a B-mdende alibe tanthauzo.
Post Nthawi: Meyi-25-2024