I-LG New Energy Ikhuluma nge-Chinese Material Company ukukhiqiza amabhethri ezimoto ezibiza kakhulu eYurophu

LG Amandla amashaUkuphishekela ubudlelwano obungaba khona kuza phakathi kobukhali

Ukwehla kwesidingo embonini yezimoto kagesi emhlabeni jikelele, kugcizelela ingcindezi ekhulayo yezinkampani ezingezona amaShayina ezinkampanini zebhethri ezingezona amaShayina kusuka kumanani entengo. ezingeni eliqhathaniswa nalena yabancintisana namaShayina.

Kule nyanga, i-French automacher Grouetacher Renault ithe izosebenzisa ubuchwepheshe be-Lithium Iron phosphate yebhethri (LFP) ezinhlelweni zayo zokukhiqiza izimoto zikagesi, ukukhetha amandla amasha e-LG kanye ne-Chinese Rout Cover amperex (Catl) njengabalingani. , ukusungula amaketanga okunikezela eYurophu.

Isimemezelo sikaCopo Renault silandela isinqumo seKhomishini yaseYurophu ngoJuni. Ngemuva kwezinyanga zophenyo lokulwa noxhaso, i-European Union yanquma ukuphoqa amanani entela afinyelela kwangama-38% ezimotweni zikagesi ezingeniswa eChina, ashukumisela abakhiqizi bezimoto zaseChina nezinkampani zebhethri ukuba bazibophezele ekutshaleni imali eYurophu.

I-Wonjoon Suh, inhloko ye-LG New Energy's Cather Congical, etshela ama-Reuters: "Sixoxisana nezinkampani ezithile zaseChina ezizokwakha izinto ze-Lithium Iron Phosphate Tithiode nathi futhi zikhiqize lokhu okuphathelene neYurophu." Kepha umuntu owayephethe uthe wenqabile ukubiza igama lenkampani yaseChina ezingxoxweni.

"Sicabanga ngezinyathelo ezahlukahlukene, okubandakanya ukusungula izivumelwano ezihlanganyelwe nokusayina izivumelwano zokunikezwa kwesikhathi eside," kusho uWonjoon Suh, "kusho ukuthi ukubambisana okunjalo kuzosiza amandla amasha we-LG amabhethri e-Lithium Iron Phosphate kungakapheli iminyaka emithathu. ezingeni eliqhathaniswa nalena yabancintisana namaShayina.

ICHOODE iyingxenye eyodwa ebiza kakhulu ebhethri lemoto kagesi, ukubalwa kwemali cishe ingxenye eyodwa kwezintathu yezindleko eziphelele zeseli ngalinye. Ngokusho kweBattery Market Tracker Sne Research, iChina ibusa ukuhlinzekwa komhlaba we-Lithium Iron phosphate tathode yezinto zokwakha, ngabakhiqizi bayo abakhulu ababa iHunan Yuneng Nerd Energy Battery Material Co, Ltd.

Njengamanje, izinto eziningi ze-Choode zamabhethri ezimoto zikagesi zihlukaniswe ngezinhlobo ezimbili: izinto ze-cathode ezisuselwa ku-nickel kanye ne-lithium iron phosphate mathode. Isibonelo, i-nickel-based cathode impahla esetshenziswa kumamodeli we-tesla ande amamodeli angagcina amandla amaningi, kepha izindleko ziphakeme. I-Lithium Iron Phosphate Cathode Effection imukelwa ngabakhiqizi bezimoto zikagesi zaseChina njenge-Byd. Yize igcina amandla amancane, kuphephe futhi kunezindleko eziphansi.

Izinkampani zebhethri zaseNingizimu Korea zihlala zigxile ekukhiqizweni kwamabhethri asuselwa kuma-nickel, kepha manje, njengoba abenzi bezimoto bafuna ukwandisa imigqa yabo yomkhiqizo kumabhethri e-lithium iron phosphate ngaphansi kwengcindezi. . Kepha le nkambu ilawulwe ngabancintisana baseChina. USuh uthe amandla amasha e-LG acabanga ngokubambisana nezinkampani zaseChina ukukhiqiza izinto ze-lithium iron phosphate tathode yezinto zaseMorocco, eFinland noma e-Indonesia ukuhlinzeka imakethe yaseYurophu.

I-LG New Energy ibisezingxoxweni nabathengisi bezimoto e-United States, eYurophu nase-Asia maqondana nezivumelwano zokuhlinzeka ngamabhethri we-lithium iron phosphate. Kepha i-SUH ithe izidingo zamamodeli kagesi ashibhile zinamandla eYurophu, lapho ingxenye ibalwa cishe isigamu sokuthengiswa kwe-EV esifundeni, ephakeme kunaseMelika.

Ngokusho kocwaningo lwe-SNE, ezinyangeni ezinhlanu zokuqala zalo nyaka, abakhiqizi bebhethri baseNingizimu Korea bakwa-LG ENT ENT ENT ENT ENT ENED ENTER ENTER ENTER ENTER ENTERE ENTER ENT ENTER ENTER ENTER ENTER ENTER ENTER ENTER ENT ENTER ENTER ENTER ENTER ENTER ENTER ENTER ENTER ENTSHA Isabelo semakethe sezinkampani zebhethri yaseChina eYurophu ngu-47.1%, nge-CATL simo kuqala ngesabelo sama-34,5%.

Phambilini, i-LG New Energy isungule izinsiza ezihlangene zebhethri ezinama-automoker afana nama-motor motor jikelele, iHyundai motor, Stellantis neHonda motor. Kepha ngokukhula ekuthengisweni kwezimoto zikagesi kwehla, uSuh uthe ezinye zemishini ezidingekayo ukuze kwandiswe kungenzeka ukubambezeleka iminyaka emibili ngokubonisana nabalingani. Ubikezela ukuthi ukufunwa kwe-EV kuzolulama eYurophu ngezinyanga ezingaba ngu-18 nase-US eminyakeni emibili kuya kwemithathu, kepha lokho kuzoncika engxenyeni yenqubomgomo yesimo sezulu kanye nezinye izimiso.

Othintwe ukusebenza kobuthakathaka kukaTesla, i-LG New Energy's Stock Intengo evaliwe ngo-1.4%, i-underperform South Korea Index, yawa ngo-0.6%.