Malingaliro a CATL pa mabatire olimba akukhala osamvetsetseka.
Posachedwapa, Wu Kai, wasayansi wamkulu wa CATL, adawulula kuti CATL ili ndi mwayi wopanga mabatire olimba m'magulu ang'onoang'ono mu 2027. Anatsindikanso kuti ngati kukhwima kwa mabatire amtundu uliwonse kumawonetsedwa ngati nambala kuchokera ku 1 mpaka 9, kukhwima kwaposachedwa kwa CATL kuli pamlingo wa 4, ndipo cholinga chake ndikufikira mulingo wa 7-8 pofika 2027.
Kupitilira mwezi umodzi wapitawo, Zeng Yuqun, wapampando wa CATL, amakhulupirira kuti kugulitsa mabatire olimba ndi chinthu chakutali. Kumapeto kwa Marichi, Zeng Yuqun adanena poyankhulana ndi atolankhani kuti luso lamakono la mabatire olimba "silibwino mokwanira" ndipo pali zovuta zachitetezo. Kutsatsa kudakali zaka zingapo.
M'mwezi umodzi, malingaliro a CATL okhudza mabatire a boma olimba adasintha kuchoka ku "malonda ali kutali" kupita "pali mwayi wopanga magulu ang'onoang'ono". Kusintha kosaoneka bwino panthawiyi kuyenera kupangitsa anthu kulingalira za zomwe zidayambitsa.
Posachedwapa, mabatire a solid-state akhala otchuka kwambiri. Poyerekeza ndi m'mbuyomu, makampani ataima pamzere kuti atenge katundu ndipo mabatire amagetsi anali ochepa, tsopano pali mphamvu yochulukirapo yopangira batire ndipo kukula kwachepa mu nthawi ya CATL. Poyang'anizana ndi kusintha kwa mafakitale, udindo wamphamvu wa CATL wakhala chinthu chakale.
Pansi pa malonda amphamvu a mabatire olimba, "Ning Wang" anayamba kuchita mantha?
Mphepo yamalonda imawomba ku "mabatire olimba"
Monga tonse tikudziwira, phata la kusuntha kuchokera ku mabatire amadzimadzi kupita ku mabatire olimba komanso olimba ndikusintha kwa electrolyte. Kuchokera ku mabatire amadzimadzi kupita ku mabatire olimba, m'pofunika kusintha zipangizo zamakina kuti ziwongolere mphamvu zowonjezera mphamvu, chitetezo cha chitetezo, ndi zina zotero. Nthawi zambiri zimanenedweratu m'makampani kuti mabatire olimba sadzatha kupanga zochuluka mpaka 2030.
Masiku ano, kutchuka kwa mabatire olimba ndi okwera kwambiri, ndipo pali chiwopsezo champhamvu chofikira pamsika pasadakhale.
Pa Epulo 8, Zhiji Automobile idatulutsa mtundu watsopano wamagetsi wa Zhiji L6 (Configuration | Inquiry), womwe uli ndi "batire yamtundu woyamba wamtundu wopepuka" kwa nthawi yoyamba. Pambuyo pake, GAC Gulu idalengeza kuti mabatire amtundu wonse akuyembekezeka kuyikidwa m'magalimoto mu 2026, ndipo adzayikidwa koyamba mumitundu ya Haopin.
Zachidziwikire, kulengeza kwapoyera kwa Zhiji L6 kuti ili ndi "batire yolimba yamtundu woyamba" kwadzetsanso mkangano waukulu. Battery yake yolimba si batire yowona ya dziko lonse. Pambuyo pazokambirana mozama komanso kusanthula mozama, Li Zheng, manejala wamkulu wa Qingtao Energy, pomaliza adafotokoza momveka bwino kuti "batire iyi ndi batri yolimba", ndipo mkanganowo udachepa pang'onopang'ono.
Monga wogulitsa mabatire a Zhiji L6 olimba, pamene Qingtao Energy inafotokozera zoona za mabatire a semi-solid state, kampani ina inanena kuti yapita patsogolo pa ntchito ya mabatire onse olimba. Pa Epulo 9, GAC Aion Haobao adalengeza kuti batire yake ya 100% yokhazikika yonse itulutsidwa mwalamulo pa Epulo 12.
Komabe, nthawi yotulutsidwa yomwe idakonzedweratu idasinthidwa kukhala "kupanga anthu ambiri mu 2026." Njira zowonetsera mobwerezabwereza zoterezi zakopa madandaulo kuchokera kwa anthu ambiri ogwira ntchito.
Ngakhale makampani onsewa adasewera masewera a mawu potsatsa mabatire olimba, kutchuka kwa mabatire olimba kwafika pachimake.
Pa April 2, Tailan New Energy adalengeza kuti kampaniyo yapita patsogolo kwambiri pa kafukufuku ndi chitukuko cha "mabatire amtundu wa lifiyamu odziyimira pawokha" ndipo adakonzekera bwino dziko loyamba la magalimoto-kalasi monomer ndi mphamvu ya 120Ah ndi kuyeza mphamvu kachulukidwe 720Wh/kg wa kopitilira muyeso-mkulu mphamvu kachulukidwe zonse-boma olimba lifiyamu zitsulo batire, kuswa mbiri makampani mphamvu limodzi ndi apamwamba kachulukidwe mphamvu ya yaying'ono lifiyamu batire.
Pa Epulo 5, bungwe la Germany Research Association for the Promotion of Sustainable Physics and Technology linalengeza kuti patatha pafupifupi zaka ziwiri zafukufuku ndi chitukuko, gulu la akatswiri ku Germany linatulukira batire lapamwamba kwambiri komanso lotetezeka kwambiri la sodium-sulfur. zodziwikiratu mosalekeza mosalekeza njira kupanga, amene angapangitse kachulukidwe mphamvu batire kupitirira 1000Wh/kg, theoretical Kutsegula mphamvu ya elekitirodi negative ndi okwera 20,000Wh/kg.
Kuphatikiza apo, kuyambira kumapeto kwa Epulo mpaka pano, Lingxin New Energy ndi Enli Power adalengeza motsatizana kuti gawo loyamba la mapulojekiti awo olimba a batire akhazikitsidwa. Malinga ndi ndondomeko yapitayi, idzakwaniritsa kupanga kwakukulu kwa 10GWh kupanga mzere mu 2026. M'tsogolomu, idzayesetsa Kukwaniritsa dongosolo la mafakitale padziko lonse la 100 + GWh pofika 2030.
Ning Wang amafulumizitsa nkhawa
Poyerekeza ndi mabatire amadzimadzi, mabatire olimba kwambiri akopa chidwi kwambiri chifukwa ali ndi zabwino zambiri monga kuchulukitsitsa kwamagetsi, chitetezo chambiri, kukula kochepa, komanso kutentha kwakukulu. Iwo ndi oimira ofunikira a m'badwo wotsatira wa mabatire a lithiamu apamwamba kwambiri.
Malinga ndi zomwe zili mu electrolyte yamadzimadzi, anthu ena ogulitsa mafakitale apanga kusiyana kwakukulu pakati pa mabatire olimba. Makampaniwa amakhulupirira kuti njira yachitukuko ya mabatire olimba atha kugawidwa m'magawo monga semi-solid (5-10wt%), quasi-solid (0-5wt%), komanso olimba (0wt%). Ma electrolyte omwe amagwiritsidwa ntchito mu semi-solid ndi quasi-solid onse ndi Mix solid and liquid electrolytes.
Ngati zingatenge nthawi kuti mabatire amtundu uliwonse akhale panjira, ndiye kuti mabatire a semi-solid state ali kale panjira.
Malinga ndi ziwerengero zosakwanira za Gasgoo Auto, pakadali pano pali makampani opitilira khumi ndi awiri a batire yamagetsi apanyumba ndi akunja, kuphatikiza China New Aviation, Honeycomb Energy, Huineng Technology, Ganfeng Lithium, Yiwei Lithium Energy, Guoxuan High-tech, ndi zina zambiri. komanso anayala theka-olimba boma batire, ndi ndondomeko bwino kulowa galimoto.
Malinga ndi ziwerengero zochokera ku mabungwe oyenerera, pofika kumapeto kwa chaka cha 2023, mapulani opangira batire olimba kwambiri afika kupitilira 298GWh, ndipo mphamvu yeniyeni yopangira ipitilira 15GWh. 2024 idzakhala gawo lofunikira pakukula kwamakampani olimba a batri. Kutsegula kwakukulu ndikugwiritsa ntchito mabatire (semi-) olimba akuyembekezeka kuchitika mkati mwa chaka. Zikuyembekezeka kuti mphamvu zonse zomwe zakhazikitsidwa chaka chonse zidzaposa mbiri ya 5GWh.
Poyang'anizana ndi kupita patsogolo kwachangu kwa mabatire olimba, nkhawa za nthawi ya CATL zidayamba kufalikira. Mofananiza, zochita za CATL pakufufuza ndi kukonza mabatire olimba sikuyenda mwachangu. Posachedwapa "idasintha kayimbidwe kake" ndikukhazikitsa dongosolo lopanga mabatire olimba kwambiri. Chifukwa chomwe Ningde Times ikuda nkhawa kuti "afotokoze" ikhoza kukhala kukakamizidwa kuchokera pakusintha kwa mafakitale onse komanso kuchepa kwa kukula kwake.
Pa Epulo 15, CATL idatulutsa lipoti lake lazachuma kotala loyamba la 2024: ndalama zonse zinali 79.77 biliyoni ya yuan, kutsika kwapachaka kwa 10.41%; Phindu lonse la eni ake amakampani omwe adatchulidwa linali 10.51 biliyoni, kuwonjezeka kwa chaka ndi 7%; phindu lopanda phindu pambuyo pochotsa linali 9.25 biliyoni ya yuan, kuwonjezeka kwa chaka ndi chaka ndi 18.56%.
Ndikoyenera kutchula kuti ili ndi gawo lachiwiri lotsatizana lomwe CATL yakhala ikutsika chaka ndi chaka pa ndalama zogwirira ntchito. M'gawo lachinayi la 2023, ndalama zonse za CATL zidatsika ndi 10% pachaka. Pamene mitengo ya batri yamagetsi ikupitilira kutsika ndipo makampani amavutika kuti awonjezere gawo lawo pamsika pamsika wa batri yamagetsi, CATL ikufuna kutsazikana ndi kukula kwake mwachangu.
Tikayang'ana mbali ina, CATL yasintha malingaliro ake akale okhudza mabatire olimba, ndipo zili ngati kukakamizidwa kuchita bizinesi. Mabatire onse a mabatire akalowa m'chiwonetsero cha "solid-state batire carnival", ngati CATL ikhala chete kapena osalabadira mabatire olimba, zidzasiya kuganiza kuti CATL ikutsalira m'munda waukadaulo watsopano. kusamvetsetsa.
Yankho la CATL: kuposa mabatire olimba
Bizinesi yayikulu ya CATL imaphatikizapo magawo anayi, omwe ndi mabatire amagetsi, mabatire osungira mphamvu, zida za batri ndi zobwezeretsanso, ndi chuma cha mineral mineral. Mu 2023, gawo la batri yamagetsi lidzapereka 71% ya ndalama zogwirira ntchito za CATL, ndipo gawo la batire yosungiramo mphamvu lidzawerengera pafupifupi 15% ya ndalama zake zogwirira ntchito.
Malinga ndi kafukufuku wa SNE Research, kotala loyamba la chaka chino, kuchuluka kwa mabatire a CATL padziko lonse lapansi kunali 60.1GWh, kuwonjezeka kwa chaka ndi 31.9%, ndipo gawo lake pamsika linali 37.9%. Ziwerengero zochokera ku China Automotive Power Battery Industry Innovation Alliance zikuwonetsa kuti m'gawo loyamba la 2024, CATL idakhala pamalo oyamba mdziko muno ndi mphamvu yoyika ya 41.31GWh, yomwe ili ndi gawo la msika la 48.93%, chiwonjezeko kuchokera ku 44.42% nthawi yomweyo. chaka chatha.
Zoonadi, matekinoloje atsopano ndi zinthu zatsopano nthawi zonse zimakhala chinsinsi cha msika wa CATL. Mu Ogasiti 2023, Ningde Times anatulutsa Shenxing superchargeable batire mu August 2023. Batire iyi ndi dziko loyamba lifiyamu chitsulo mankwala 4C supercharged batire, ntchito wapamwamba zamagetsi maukonde cathode, graphite kudya ion mphete, kopitilira muyeso-mkulu conductivity electrolyte, ndi zina zambiri. matekinoloje atsopano amalola kuti ikwaniritse ma kilomita 400 a moyo wa batri itatha kuchulutsa kwa mphindi 10.
CATL idamaliza mu lipoti lake lazachuma kotala loyamba la 2024 kuti mabatire a Shenxing ayamba kutumiza kwakukulu. Nthawi yomweyo, CATL idatulutsa Tianheng Energy Storage, yomwe imaphatikiza "ziro zowola m'zaka 5, 6.25 MWh, ndi chitetezo chowona chamitundumitundu". Ningde Times ikukhulupirira kuti kampaniyo ikadali ndi malo abwino kwambiri amakampani, ukadaulo wotsogola, ziyembekezo zabwino zofunidwa, makasitomala osiyanasiyana, komanso zotchinga zazikulu zolowera.
Kwa CATL, mabatire olimba si "njira yokhayo" mtsogolo. Kuphatikiza pa Battery ya Shenxing, CATL idagwirizananso ndi Chery chaka chatha kukhazikitsa batire ya sodium-ion. Mu Januwale chaka chino, CATL idafunsira patent yotchedwa "Sodium-ion Battery Cathode Materials and Preparation Method, Cathode Plate, Batteries and Electric Devices", yomwe ikuyembekezeka kupititsa patsogolo mtengo, moyo wautali komanso kutsika kwa kutentha kwa sodium-ion. mabatire. mbali za kachitidwe.
Kachiwiri, CATL ikuwunikanso makasitomala atsopano. M'zaka zaposachedwa, CATL yakulitsa misika yakunja. Poganizira mphamvu ya geopolitical ndi zinthu zina, CATL yasankha mtundu wopepuka waukadaulo waukadaulo ngati njira yopambana. Ford, General Motors, Tesla, etc. akhoza kukhala makasitomala ake omwe angathe.
Kuyang'ana kuseri kwa kutsatsa kwa batri yolimba, sikuli kochulukira kuti CATL yasintha kuchoka ku "conservative" kupita "yogwira" pamabatire olimba. Ndikwabwino kunena kuti CATL yaphunzira kuyankha pakufuna kwa msika ndipo ikupanga mwachangu kampani yotsogola yotsogola yamagetsi yamagetsi. chithunzi.
Monga momwe chilengezo chinafuula ndi CATL mu kanema wamtundu, "Posankha tram, yang'anani mabatire a CATL." Kwa CATL, zilibe kanthu kuti wogwiritsa ntchito amagula mtundu wanji kapena batire yomwe amasankha. Malingana ngati wogwiritsa akufunikira, CATL ikhoza "kupanga". Zitha kuwoneka kuti pokhudzana ndi chitukuko chofulumira cha mafakitale, nthawi zonse ndikofunikira kuyandikira kwa ogula ndikufufuza zosowa za ogwiritsa ntchito, ndipo makampani otsogola a B-mbali nawonso.
Nthawi yotumiza: May-25-2024