Njengezinhliziyo "zezimoto ezintsha zamandla, ukutholwa kabusha, ukuqina kokuluhlazana kanye nokuthuthuka okuqhubekayo kwamabhethri kagesi ngemuva kokuthatha umhlalaphansi kudonsele ukunakwa kakhulu ngaphakathi nangaphandle kwemboni. Kusukela ngo-2016, izwe lami lisebenzise izinga lokulwa newaranti yeminyaka engu-8 noma amakhilomitha ayi-120,000 amabhethri e-Pravenger Car Power, okuyi-8 ngqo eminyakeni eyi-8 eyedlule. Lokhu futhi kusho ukuthi kusukela kulo nyaka, inani elithile le-Power Battern Warranties lizophelelwa yisikhathi minyaka yonke.
Ngokuya nge-Gasgoo's "Power Cally Ladder Ladilization kanye noMbiko Wokuphindaphindeka kabusha Kwezimboni (U-2024 Edition) (Lapha edition ebizwa ngokuthi" ngombiko "wamabhethri asethathe umhlalaphansi azosetshenziswa kabusha, futhi kulindeleke ukuthi afinyelele kumathani ayi-1,2.
Namuhla, uMnyango Wezobuchwepheshe Bezimboni nobuchwepheshe bolwazi umise ukwamukela izinkampani ezimhlophe zezinkampani zebhethri lokuvuselelwa kabusha kwamandla kagesi, kanye nentengo ye-lithium yebanga le-lithium-carbonate yehle kuye kuma-80,000 yuan / ton. Izinga lokuphinda lisebenze kabusha le-nickel, i-cobalt kanye nezinto zemanganese embonini zidlula ama-99%. Ngokwesekwa kwezinto eziningi ezifana nokunikezwa, intengo, inqubomgomo, nezobuchwepheshe, imboni yebhethri yebhethri elivuselelwa kabusha, elibhekene nesikhathi sokuvuselela amandla, lingasondela endaweni yokuvuselela.
Igagasi lokukhohlisa lisondela, futhi imboni isadinga ukumiswa
Eminyakeni yamuva nje, ukuthuthukiswa okusheshayo kwezimoto ezintsha ze-Energy kulethe ngokwanda okuqhubekayo kwamandla afakiwe amabhethri anamandla, ukuhlinzeka ukwesekwa okuqinile kwesikhala sokukhula kwebhethri lokuvuselelwa kwamandla.
Ngokwezibalo ezivela eMnyangweni Wezokuphepha Komphakathi, kusukela ngasekupheleni kukaJuni, izimoto ezintsha zezimoto ezweni lonke zifinyelele ezigidini ezingama-24,72, zibalwa ngo-7.18% wenani lezimoto. Kunezimoto ezihlanzekile zikagesi eziyi-18.134, ezibalwa ngo-73.35% wenani eliphelele lezimoto ezintsha zamandla. Ngokwemininingwane ekhishwe yi-China Power Power Power Power Call Teliation Innovation, engxenyeni yokuqala yalo nyaka kuphela, umthamo ohlanganisiwe wamabhethri asezingeni lezwe lami lalingu-203.3GWH.
"Umbiko" waveza ukuthi kusukela ngo-2015, ukuthengiswa kwezimoto ezintsha zezwe lethu kukhombisile ukukhula okuqhumayo, futhi amandla afakiwe amabhethri anamandla andise ngokufanele. Ngokuya ngempilo yebhethri elijwayelekile leminyaka emi-5 kuye kwayi-8, amabhethri anamandla asezongena egagasi lokuthatha umhlalaphansi omkhulu.
Kuhle futhi ukuphambuka ukuthi amabhethri akwaMandla asetshenzisiwe alimaza kakhulu imvelo nasemzimbeni womuntu. Izinto zokwenziwa kwengxenye ngayinye yebhethri lamandla zingasabela ngamakhemikhali ngezinto ezithile emvelweni ukukhiqiza ukungcola. Lapho sebengene enhlabathini, amanzi nomoya, bazodala ukungcoliswa okukhulu. Izinsimbi ezinjengokuhola, iMercury, i-Cobalt, i-nickel, ithusi, futhi i-manganese nayo inomphumela womuntu futhi inganxusa impilo yabantu.
Ukwelashwa okungekho emthethweni kwamabhethri e-lithium-ion kanye nokuphinda usebenzise kabusha izinto zensimbi kuyizindlela ezibalulekile zokuqinisekisa impilo yabantu kanye nentuthuko esimeme yemvelo. Ngakho-ke, lapho ubhekene nokuthatha umhlalaphansi okukhulu okuphezulu kwamabhethri aphezulu, kubaluleke kakhulu futhi kuphuthume ukubhekana kahle namabhethri asetshenzisiwe amandla.
Ukuze uthuthukise ukuthuthukiswa okujwayelekile kwemboni yokuvuselela kabusha kwebhethri, uMnyango Wezimboni kanye nobuchwepheshe bolwazi usekele iqembu lezinkampani ezihambisana nokuvuselelwa kabusha kwebhethri. Kuze kube manje, ikhiphe uhlu olumhlophe lwezinkampani ezingama-156 zamandla okuvuselela kabusha amabhethri kuma-5 ama-Batches, kufaka phakathi izinkampani ezingama-93 ezineziqu zokusebenzisa, izinkampani ezihlukanisayo, kunezinkampani ezingama-51 ezinezimfanelo zokuphinda futhi.
Ngaphezu kwalokho "amabutho ajwayelekile" ashiwo ngenhla, imakethe yamandla ebhethri ebhethri ngamandla amakhulu wemakethe idonsele ukugcwala kwezinkampani eziningi, futhi umncintiswano kuyo yonke imboni ye-lithium evunyelwe ye-lithium recycling ye-lithium abonise isimo esincane nesihlakazekile.
"Umbiko" waveza ukuthi kusukela ngoJuni 25 kulo nyaka, izinkampani ezihlobene nokuvuselelwa kwamandla ahlobene nokuvuselelwa kwamandla aphakathi nendawo, lapho kuthi abangama-49,766 babhaliswe ngo-2023, babalwa ngo-27.5% wabo bonke ubukhona. Phakathi kwalezi zinkampani eziyi-180,000, ama-65% abhalise imali eningi engaphansi kwezigidi ezi-5, futhi "yizinkampani ezincane zokusebenzela" amandla awo obuchwepheshe, inqubo yokuvuselela kabusha, nemodeli yebhizinisi kudingeka ukuthi ithuthukiswe futhi yathuthukiswa.
Amanye ama-Insninking emboni akwenzile kwacaca ukuthi ukusetshenziswa kwebhethri lezwe lami le-Cascade kanye nokusebenzisa kabusha kube nesisekelo esihle sentuthuko, kepha imakethe yebhethri lokuvuselelwa kwamandla isenkingeni, amandla okusebenzisa okuphelele adinga ukwenziwa ngcono.
Ngezinto eziningi ezihleliwe, imboni ingafinyelela iphuzu lokuphambuka
"Iphepha elimhlophe ekuthuthukisweni kwebhethri le-Lithium-Ion Recycling, i-Elelon Ukusetshenziswa Kwezimboni (2024) ekhishwe yi-China Battery Imboni Isikhungo Sokucwaninga Nabanye, kepha izinkampani ezingama-623,000 ezimenyezelwa nguMnyango Wezimboni kanye Nobuchwepheshe bolwazi elihlangene Ukusetshenziswa kwamabhethri okulahla imfucuza kufinyelela amathani / ngonyaka wezigidi ezingama-3.793, kanye nesilinganiso sokusetshenziswa kwamandla okuqamba emkhakheni kungu-16.4% kuphela.
UGasgoo uyakuqonda lokho ngenxa yezici ezinjengomthelela wentengo wezinto zokwakha zebhethri lebhethri, manje imboni manje isingenile esiteji sokuvuselela. Ezinye izinkampani zinikeze idatha kumazinga okuvuselela kabusha imboni njengengadluli ku-25%.
Njengoba imboni yemoto entsha yezwe entsha isuka ekuthuthukisweni okuphezulu kakhulu ekuthuthukisweni okuphezulu, ukubhekwa kwemboni yebhethri yebhethri okuvuselelwa kabusha kwandayo, futhi isakhiwo sezimboni kulindeleke ukuba silungiswe.
Ngo-Mashi kulo nyaka, lapho uMnyango Wezimboni ubuchwepheshe kanye nobuchwepheshe bolwazi ukhiphe "isaziso ekuhleleni isicelo samabhizinisi ngezimo ezijwayelekile zokusetshenziswa kwamandla webhethri okuphelele" Sebenzisa izimo ezijwayelekile zeSimemezelo Sebhizinisi. " Kubikwa ukuthi inhloso yalokhu kumiswa ukuthi ihlole kabusha izinkampani ezimhlophe, futhi ukuphakamisa izidingo zokulungisa izinkampani ezikhona ezimhlophe ezingafaneleki, noma zikhansele iziqu zempi.
Ukumiswa kwezicelo zeziqu zesimangaliso kusimangaze izinkampani eziningi ezazilungiselela ukujoyina "amabutho ajwayelekile" webhethri lebhethri elivuselelwa kabusha kwebhethri. Njengamanje, ukubhida amaphrojekthi wokuphinda usebenzise ama-lithium amaningi futhi aphakathi nendawo, kuye kwadingeka ngokusobala ukuthi izinkampani kumele zibe mhlophe. Lokhu kuthunyelwa kuthumele isiginali yokupholisa embonini ye-Lithium yebhethri yokuvuselela kabusha kwe-lithium ukuze kutshalwe imali yokukhiqiza nokwakha. Ngasikhathi sinye, lokhu kukhulisa okuqukethwe kweziqu zezinkampani esezithole i-whitelist.
Ngaphezu kwalokho, uhlelo olusanda kukhishwa "lokukhuthaza izibuyekezo zemishini enkulu kanye nokuhweba kwezimpahla zabathengi" kuhlongoza ngokushesha ukuthuthukisa amazinga okungenisa amabhethri okungemuva kwamabhethri okuvuthiwe, izinto ezedlule, amabhethri okuthatha umhlalaphansi asuselwa emgqondweni wakwamanye amazwe avinjelwe ukungeniswa ezweni lami. Manje ukungeniswa kwamabhethri akwamandla athathe umhlalaphansi ku-ajenda, futhi okukhipha nesiginali yenqubomgomo entsha ekuphathweni kwebhethri lezwe lakuleli lizwe.
Ngo-Agasti, intengo ye-Lithium Carbonaght Carbonate yedlula i-80,000 yuan / ton, iphonsa isithunzi phezu kwemboni yokuvuselelwa kabusha kwebhethri. Ngokwemininingwane ekhishwe yiShanghai Steel Federation ngo-Agasti 9, inani elijwayelekile le-Lithium Carbonate yebanga le-Lithium Carbonate labikwa ngo-79 500 yuan / ton. Intengo ekhuphukayo ye-Lithium Carbonaght Carbonate iqhubekele inani lentengo ye-Lithium Battery Recycling, ukuheha izinkampani ezivela kuzo zonke izigaba zokuphila ukuze uphuthume ungene kwithrekhi evuselelwe kabusha. Namuhla, intengo ye-Lithium Carbonate iyaqhubeka nokuwa, okuthinte ngqo ukuthuthukiswa komkhakha, nezinkampani ezivuselelekayo ezithinta umthelela.
Imodeli ngayinye kathathu inezinzuzo zayo nobunzima, kanye nokubambisana kulindeleke ukuba kube yinto ebaluleke kakhulu.
Ngemuva kokuthi amabhethri anamandla adilizwa, ukusetshenziswa kwesibili nokukhiqizwa nokuphinda usebenzise kabusha kuyizindlela ezimbili eziphambili zokulahlwa. Njengamanje, inqubo yokusebenzisa i-echelon iyinkimbinkimbi kakhulu, futhi umnotho udinga ngokuphuthumayo intuthuko yezobuchwepheshe kanye nokuthuthukiswa kwezimo ezintsha. Umongo wokudiliza nokuphinda usebenzise kabusha ukuthola ukucubungula inzuzo, kanye nobuchwepheshe kanye neziteshi yizici ezinomthelela othonya.
"Umbiko" uveza ukuthi ngokuya ngezinhlangano ezihlukile zokuvuselela kabusha, njengamanje amamodeli amathathu okuvuselela kabusha embonini: Abakhiqizi bebhethri bamandla njengomzimba oyinhloko, izinkampani zemoto njengomzimba oyinhloko.
Kuyaqapheleka ukuthi ngokwesimo sokwehla kwenzuzo nezinselelo ezinzima embonini yokuvuselelwa kwebhethri kandla, izinkampani ezimele zalezi zinhlobo ezintathu zokuvuselela kabusha zonke izinguquko zokuthola inzuzo, izinguquko zemodeli yebhizinisi, njll.
Kubikwa ukuthi ukuze athuthukise futhi anciphise izindleko zokukhiqiza, aqinisekise ukuvumelanisa komkhiqizo futhi aqinisekise ukuhanjiswa kwezinto zokwakha, izinkampani zamandla ebhethri anjenge-catl, ne-Yithiaium energy, kanye namabhizinisi we-lithium athunyelwa kabusha kwe-lithium recycling kanye namabhizinisi okuvuselelwa kabusha.
I-PAN JUEXIGH, Umqondisi wentuthuko esimeme ye-Catl, wake washo ukuthi i-Catl inekhambi layo lokuvuselelwa kwebhethri elilodwa, elingafinyelela ngempela ukuphindaphindeka kwamabhethri avaliwe. Amabhethri okungcola aphendulwa ngokuqondile abe yizinto zokusetshenziswa kwebhethri ngenqubo yokuphinda usebenzise kabusha, engasetshenziswa ngqo kumabhethri esinyathelweni esilandelayo. Ngokusho kwemibiko yomphakathi, ubuchwepheshe be-Catl Recycling bungafinyelela isilinganiso sokuthola kabusha ama-99.6% nge-nickel, i-cobalt kanye ne-manganese, kanye nezinga lokutakula le-lithium lama-91%. Ngo-2023, uCatl ukhiqize cishe amathani ayi-13,000 e-lithium carbonate futhi asebenze kabusha cishe amathani angama-100,000 amabhethri asetshenzisiwe.
Ekupheleni konyaka owedlule, "izindlela zokuphatha zokusetshenziswa okuphelele kwamabhethri okusebenza kwezimoto ezintsha zamandla (okusalungiswa kwamazwana)" kwacaciswa, kucacisa izibopho ezahlukahlukene okufanele zikubeke ekusetshenzisweni kwamabhethri aphelele. Ngokuyinhloko, abakhiqizi bezimoto kufanele bathwale umthwalo wemfanelo wamabhethri anamandla afakiwe. Ukuphinda usebenzise kabusha umthwalo wemfanelo.
Njengamanje, ama-OEM anempumelelo enkulu ekuvuseleleni amandla ebhethri. I-Juely Automobile imemezele ngoJulayi 24 ukuthi isheshisa ukuthuthuka kwamakhono okusebenzisa kabusha kanye nokwenziwa kabusha kwezimoto ezintsha ze-Energy Vehicles futhi ithole isilinganiso sokutakula esingaphezu kwama-99% amabhethri e-nickel, eCoballlt naseMangenase kumabhethri e-nickel, eCoballlt naseMangenase kumabhethri e-nickel, eCoballlt naseMangenase kumabhethri e-nickel, eCoballlt nasemanganeni kumabhethri e-nickel, eCoballlt nasemanganeni kumabhethri e-nickel, eCoballlt kanye naseManganese kumabhethri anamandla.
Ngokusekupheleni kuka-2023, amandla amasha ahlala e-geely acule amathani angama-9,026.98 asetshenzisiwe asetshenzisiwe, akhiqize cishe amathani angama-4,920 we-cambolt sulfate, namathani ayi-1,681 e-lithium carbonate. Imikhiqizo eyenziwe kabusha isetshenziselwa kakhulu ukulungiswa kwemikhiqizo yangaphambi kwenkampani yethu. Ngaphezu kwalokho, ngokuhlolwa okukhethekile kwamabhethri amadala angasetshenziswa ezinhlelweni ze-Echelon, zisetshenziswa ezintweni zikaGeale ze-On-Site Logistics. Iphrojekthi yamanje yokushayela ye-Echelon ukusetshenziswa kweForklifts yethulwe. Ngemuva kokuthi umshayeli wendiza eseqediwe, ingathuthukiswa kulo lonke iqembu. Ngaleso sikhathi, ingahlangabezana nezidingo zezimoto zikagesi ezingaphezu kuka-2 000 eqenjini. Izidingo zokusebenza zansuku zonke zeForklift.
Njengenkampani yeqembu lesithathu, uGem uphinde washiwo esimemezelweni sawo esedlule esiphindaphindeka futhi wakhipha amathani amabhethri angama-7,88gwh) ku-27.47%, futhi ahlehlise kabusha amathani angama-45,000 amabhethri anamandla unyaka wonke. Ngo-2023, i-gem iphinde yavuselela futhi yadilizwa amathani angama-27,454 wamabhethri akwamandla (3.05gWh), ukwanda konyaka ngo-57.49%. Ibhizinisi lebhethri lokuvuselelwa kabusha kwamandla atholakele lithola imali engenayo engu-1.131 billion yuan, ukunyuka konyaka ngonyaka ka-81.98%. Ngaphezu kwalokho, i-GEM njengamanje ine-5 yamandla ye-Energy Waste Waste Powerten I-Standard Complency Izinkampani, iningi laseChina, futhi selidale imodeli yokubambisana yokuvuselela kabusha nge-Byd, iMercedes-Benz China, izimoto zabagibeli be-dongfeng, izimoto ezikhohlisayo, njll.
Imodeli ngayinye ngayinye inezinzuzo zayo kanye nobunzima. Ukuphinda usebenzise kabusha abakhiqizi bebhethri njengoba umzimba oyinhloko ulungele ukuqaphela kabusha ukubhekelwa kabusha kwamabhethri asetshenzisiwe. I-OEMS ingazuza ezinzuzweni zesiteshi esisobala ukwenza izindleko zokuvuselelwa kabusha ngokwengeziwe, kuyilapho izinkampani ezivela eceleni zingasiza amabhethri. Khulisa ukusetshenziswa kwezinsizakusebenza.
Ngokuzayo, ungaziphula kanjani izithiyo embonini yebhethri yokuvuselela kabusha?
"Umbiko" ugcizelela ukuthi ubudlelwano bezimboni obunokubambisana okujulile phakathi kwe-upstream kanye ne-downstream ye-livation yezezimboni kuzosiza ukuklama kabusha kabusha ibhethri elivaliwe kanye nokusebenzisa izimboni eziphakeme kakhulu nezindleko eziphansi. Ubudlelwano bezimboni ze-chain nokubambisana kweqembu eliningi kulindeleke ukuthi kube yimodeli yebhethri yokuvuselelwa kwebhethri.
Isikhathi sePosi: Aug-14-2024