Isimo sengqondo se-CATL ngamabhethri esimo esiqinile sesibe yindida.
Muva nje, u-Wu Kai, usosayensi omkhulu we-CATL, uveze ukuthi i-CATL inethuba lokukhiqiza amabhethri e-solid-state ngamabhethri amancane ngo-2027. Uphinde wagcizelela ukuthi uma ukuvuthwa kwamabhethri e-solid state wonke kuvezwa njengenombolo esuka ku-1 kuya 9, ukuvuthwa kwamanje kwe-CATL kusezingeni elingu-4, futhi okuhlosiwe ukufika ezingeni lika-7-8 ngo-2027.
Esikhathini esingaphezu kwenyanga edlule, uZeng Yuqun, usihlalo we-CATL, wayekholelwa ukuthi ukuthengiswa kwamabhethri aqinile kwakuyinto ekude.Ekupheleni kukaMashi, uZeng Yuqun uthe engxoxweni nabezindaba ukuthi imiphumela yamanje yezobuchwepheshe yamabhethri e-solid-state "ayikakabi mihle ngokwanele" futhi kunezinkinga zokuphepha.Ukuhwebelana kusasele iminyaka embalwa.
Enyangeni eyodwa, isimo sengqondo se-CATL ngamabhethri esimo esiqinile sashintsha sisuka kokuthi “ukuthengisa kukude” saya “kunethuba lokukhiqiza inqwaba encane”.Izinguquko ezicashile phakathi nalesi sikhathi kufanele zenze abantu bacabange ngezizathu ezibangela lokho.
Ezikhathini zamuva nje, amabhethri e-solid state asethandwa kakhulu.Uma kuqhathaniswa nesikhathi esedlule, lapho izinkampani ziklelile ukuze zithole izimpahla kanye namabhethri kagesi eshoda, manje sekunamandla okukhiqiza amabhethri amaningi futhi ukukhula kwehlile enkathini ye-CATL.Ngokubhekene nesimo sokushintsha kwezimboni, isikhundla esiqinile se-CATL sesiphenduke into yesikhathi esidlule.
Ngaphansi kwesigqi esinamandla sokumaketha samabhethri esimo esiqinile, "u-Ning Wang" waqala ukwethuka?
Umoya wokumaketha uvunguza uqonde "kumabhethri esimo esiqinile"
Njengoba sonke sazi, umnyombo wokusuka kumabhethri awuketshezi uye kumabhethri angaqinile futhi aqine kakhulu wukushintsha kwe-electrolyte.Kusukela kumabhethri awuketshezi kuya kumabhethri aqinile, kuyadingeka ukushintsha izinto zamakhemikhali ukuze kuthuthukiswe ukuminyana kwamandla, ukusebenza kokuphepha, njll. Nokho, akulula ngokobuchwepheshe, izindleko kanye nenqubo yokukhiqiza.Ngokuvamile kubikezelwa embonini ukuthi amabhethri e-solid-state ngeke akwazi ukufeza ukukhiqizwa ngobuningi kuze kube ngu-2030.
Namuhla, ukuthandwa kwamabhethri e-solid state kuphezulu ngendlela engafanele, futhi kunomfutho oqinile wokungena emakethe kusenesikhathi.
Ngomhla ziyisi-8 kuMbasa, i-Zhiji Automobile yakhulula imodeli kagesi ehlanzekile i-Zhiji L6 (Ukucushwa | Uphenyo), efakwe "ibhethri lesimo esiqinile sesizukulwane sokuqala se-lightyear" okokuqala ngqa.Kamuva, i-GAC Group yamemezela ukuthi amabhethri e-solid-state ahlelwe ukuthi afakwe ezimotweni ngo-2026, futhi azofakwa okokuqala kumamodeli we-Haopin.
Impela, isimemezelo sasesidlangalaleni se-Zhiji L6 sokuthi ifakwe “ibhethri lesimo esiqinile lesizukulwane sokuqala se-lightyear” kudale impikiswano enkulu.Ibhethri layo lesimo esiqinile alilona ibhethri lesimo esiqinile.Ngemva kwemizuliswano eminingi yezingxoxo ezijulile nokuhlaziya, u-Li Zheng, umphathi jikelele we-Qingtao Energy, wagcina eveze ngokucacile ukuthi "leli bhethri empeleni liyibhethri eliqinile kancane", futhi impikiswano yancipha kancane kancane.
Njengomphakeli wamabhethri ezwe eliqinile le-Zhiji L6, lapho i-Qingtao Energy icacisa iqiniso mayelana namabhethri e-semi-solid state, enye inkampani yathi yenze inqubekelaphambili entsha emkhakheni wamabhethri esimo esiqinile.Ngo-Ephreli 9, i-GAC Aion Haobao yamemezela ukuthi ibhethri layo elingu-100% le-solid-state izokhishwa ngokusemthethweni ngo-Ephreli 12.
Kodwa-ke, isikhathi sokukhishwa komkhiqizo ebesihleliwe sashintshwa saba "ukukhiqizwa ngobuningi ngo-2026."Amaqhinga anjalo okukhangisa aphinde aheha izikhalo kubantu abaningi embonini.
Nakuba zombili izinkampani zidlale imidlalo yamagama ekukhangiseni amabhethri e-solid-state, ukuduma kwamabhethri e-solid-state kuphinde kwaphushelelwa esicongweni.
Ngomhla zi-2 kuMbasa, i-Tailan New Energy yamemezela ukuthi inkampani yenze inqubekelaphambili ebalulekile ocwaningweni nasekuthuthukisweni "kwamabhethri e-lithium e-auto-grade-solid-state" futhi yalungiselela ngempumelelo i-monomer yokuqala yezinga lezimoto emhlabeni enamandla angu-120Ah kanye ukuminyana kwamandla kuka-720Wh/kg webhethri yensimbi ye-lithium ephezulu kakhulu yesimo esiqinile, ephula irekhodi lemboni ngomthamo owodwa kanye nokuminyana kwamandla okuphezulu kakhulu kwebhethri elihlangene le-lithium.
Ngomhla zi-5 kuMbasa, i-German Research Association for the Promotion of Sustainable Physics and Technology yamemezela ukuthi ngemva kweminyaka ecishe ibe mibili yocwaningo nentuthuko, ithimba lochwepheshe baseJalimane lisungule isethi egcwele yebhethri ye-sodium-sulphur esebenza kahle kakhulu futhi ephephe kakhulu. izinqubo eziqhubekayo zokukhiqiza ezizenzakalelayo ngokugcwele, ezingenza ukuminyana kwamandla ebhethri kudlule ku-1000Wh/kg, umthamo wethiyori wokulayisha we-electrode eyinegethivu uphezulu njengo-20,000Wh/kg.
Ukwengeza, kusukela ekupheleni kuka-April kuze kube manje, i-Lingxin New Energy kanye ne-Enli Power bamemezele ngokulandelana ukuthi isigaba sokuqala samaphrojekthi wabo webhethri yesimo esiqinile sesifakwe ekukhiqizeni.Ngokohlelo lwangaphambilini lwakamuva, luzozuza ukukhiqizwa ngobuningi bomugqa wokukhiqiza we-10GWh ngo-2026. Ngokuzayo, izolwela Ukuzuza ukwakheka kwesisekelo sezimboni zomhlaba wonke esingu-100+GWh ngo-2030.
Iqine ngokugcwele noma iqine kancane? UNing Wang usheshisa ukukhathazeka
Uma kuqhathaniswa namabhethri awuketshezi, amabhethri esimo esiqinile adonse ukunaka okukhulu ngoba anezinzuzo eziningi ezibalulekile njengokuminyana kwamandla aphezulu, ukuphepha okuphezulu, usayizi omncane, nokusebenza kwebanga lokushisa elibanzi.Bangabameleli ababalulekile besizukulwane esilandelayo samabhethri e-lithium asebenza kahle kakhulu.
Ngokusho kokuqukethwe kwe-electrolyte ewuketshezi, abanye abangaphakathi embonini benze umehluko ocacile phakathi kwamabhethri esimo esiqinile.Imboni ikholelwa ukuthi indlela yokuthuthukiswa kwamabhethri esimo esiqinile ingahlukaniswa cishe ngezigaba ezifana ne-semi-solid (5-10wt%), i-quasi-solid (0-5wt%), kanye ne-All-solid (0wt%).Ama-electrolyte asetshenziswa ku-semi-solid kanye ne-quasi-solid wonke ahlanganisa ama-electrolyte aqinile nawuketshezi.
Uma kuzothatha isikhathi ukuthi amabhethri e-solid-state yonke abe semgwaqeni, khona-ke amabhethri e-semi-solid state asevele asendleleni.
Ngokwezibalo ezingaphelele zakwaGasgoo Auto, njengamanje kunezinkampani ezingaphezu kweshumi nambili zamabhethri kagesi afuywa nangaphandle, okuhlanganisa iChina New Aviation, Honeycomb Energy, Huineng Technology, Ganfeng Lithium, Yiwei Lithium Energy, Guoxuan High-tech, njll., waphinde wabeka ibhethri lesimo esiqinile, kanye necebo elicacile lokungena emotweni.
Ngokwezibalo zama-ejensi afanele, kusukela ekupheleni kuka-2023, ukuhlelwa kwamandla okukhiqiza ibhethri eliqinile lasekhaya sekuqoqwe ukudlula u-298GWh, futhi amandla okukhiqiza angempela azodlula i-15GWh.I-2024 izoba yindawo ebalulekile ekuthuthukisweni kwemboni yebhethri yesimo esiqinile.Ukulayishwa okukhulu kanye nokusetshenziswa kwamabhethri e-solid state (semi-) kulindeleke ukuthi kwenzeke phakathi nonyaka.Kulindeleke ukuthi isamba somthamo ofakiwe unyaka wonke sizodlula umaki we-5GWh ngokomlando.
Ngokubhekene nokuthuthuka okusheshayo kwamabhethri esimo esiqinile, ukukhathazeka kwenkathi ye-CATL kwaqala ukusabalala.Uma kuqhathaniswa, izenzo ze-CATL ocwaningweni nasekuthuthukisweni kwamabhethri esimo esiqinile azisheshi kakhulu.Kukamuva nje lapho "ishintshe ukucula kwayo" futhi yasebenzisa ngokusemthethweni uhlelo lokukhiqiza ngobuningi lwamabhethri esimo esiqinile.Isizathu esenza i-Ningde Times ikhathazeke “ngokuchaza” kungase kube ingcindezi evela ekulungisweni kwesakhiwo sezimboni sisonke kanye nokwehla kwezinga lokukhula kwayo.
Ngo-Ephreli 15, i-CATL yakhipha umbiko wayo wezezimali wekota yokuqala ka-2024: imali engenayo isiyonke yayingama-yuan ayizigidi eziyizinkulungwane ezingama-79.77, ukwehla konyaka nonyaka ngo-10.41%;inzuzo ephelele edalwe kubanikazi bamasheya ezinkampanini ezisohlwini yaba izigidigidi eziyi-10.51, okuwukunyuka konyaka ngo-7%;inzuzo engeyona yensalela ngemuva kokudonswa kwemali yayingama-yuan ayizigidi eziyizinkulungwane ezingu-9.25, okuwukunyuka konyaka ngo-18.56%.
Kuhle ukubalula ukuthi lesi yikota yesibili elandelanayo lapho i-CATL ibe nokwehla konyaka nonyaka kweholo lokusebenza.Ngekota yesine ka-2023, imali ephelele ye-CATL yehle ngo-10% unyaka nonyaka.Njengoba amanani ebhethri lamandla eqhubeka nokwehla futhi izinkampani zithola kunzima ukukhulisa isabelo sazo semakethe emakethe yebhethri lamandla, i-CATL ivalelisa ekukhuleni kwayo ngokushesha.
Uma uyibheka ngelinye iso, i-CATL isiguqule isimo sayo sangaphambili mayelana namabhethri esimo esiqinile, futhi kufana nokuphoqwa ukwenza ibhizinisi.Uma yonke imboni yebhethri iwela kumongo "we-solid-state battery carnival", uma i-CATL ihlala ithule noma ihlezi inganakile amabhethri esimo esiqinile, nakanjani izoshiya umbono wokuthi i-CATL isalele ngemuva emkhakheni wobuchwepheshe obusha.ukungaqondi.
Impendulo ye-CATL: ngaphezu kwamabhethri esimo esiqinile
Ibhizinisi eliyinhloko le-CATL lihlanganisa imikhakha emine, okungukuthi amabhethri kagesi, amabhethri okugcina amandla, izinto zebhethri nokugaywa kabusha, nezimbiwa zebhethri.Ngo-2023, umkhakha webhethri lamandla uzonikela ngama-71% emali engenayo yokusebenza kwe-CATL, futhi umkhakha webhethri ogcina amandla uzothatha cishe u-15% wemali engenayo yokusebenza kwayo.
Ngokwemininingwane yocwaningo lwe-SNE, kwikota yokuqala yalo nyaka, amandla e-CATL afakwe emhlabeni wonke ezinhlobo ezahlukene zamabhethri abe ngu-60.1GWh, okuwukunyuka konyaka ngo-31.9%, kanti isabelo sayo semakethe sasingu-37.9%.Izibalo ze-China Automotive Power Battery Industry Innovation Alliance zibonisa ukuthi ngekota yokuqala ka-2024, i-CATL ikleliswe endaweni yokuqala ezweni ngomthamo ofakiwe ongu-41.31GWh, nesabelo semakethe esingu-48.93%, okuwukunyuka kusuka ku-44.42% ngesikhathi esifanayo. ngonyaka odlule.
Kunjalo, ubuchwepheshe obusha kanye nemikhiqizo emisha kuhlala kuwukhiye wesabelo semakethe se-CATL.Ngo-August 2023, i-Ningde Times yakhipha ibhethri le-Shenxing elishajwayo ngo-August 2023. Leli bhethri liyibhethri yokuqala emhlabeni ye-lithium iron phosphate 4C, lisebenzisa i-super electronic network cathode, graphite fast ion ring, ultra-high conductivity electrolyte, njll. ubuchwepheshe obusha buyenza ikwazi ukuzuza amakhilomitha angu-400 wempilo yebhethri ngemva kokushajwa ngokweqile imizuzu eyi-10.
I-CATL yaphetha embikweni wayo wezezimali wekota yokuqala ka-2024 ukuthi amabhethri e-Shenxing aseqalile ukulethwa kwezinga elikhulu.Ngesikhathi esifanayo, i-CATL yakhipha i-Tianheng Energy Storage, ehlanganisa "i-zero kubola eminyakeni emi-5, 6.25 MWh, kanye nohlelo lokuphepha lwangempela olunezinhlangothi eziningi".I-Ningde Times ikholelwa ukuthi inkampani isasigcina isikhundla esihle kakhulu sembonini, ubuchwepheshe obuholayo, amathemba amahle okufunwa, isisekelo samakhasimende ahlukahlukene, kanye nezithiyo zokungena eziphezulu.
Ku-CATL, amabhethri e-solid-state awawona “ukuphela kwenketho” ngokuzayo.Ngaphezu kwebhethri le-Shenxing, i-CATL iphinde yabambisana nabakwaChery ngonyaka odlule ukwethula imodeli yebhethri ye-sodium-ion.NgoJanuwari walo nyaka, i-CATL yafaka isicelo selungelo lobunikazi elinesihloko esithi "Izisetshenziswa Zebhethri ye-Sodium-ion kanye Nezindlela Zokulungiselela, I-Cathode Plate, Amabhethri kanye Namadivayisi Kagesi", okulindeleke ukuthi ithuthukise kakhulu izindleko, ubude bokuphila nokusebenza kwezinga lokushisa eliphansi kwe-sodium-ion. amabhethri.izici zokusebenza.
Okwesibili, i-CATL iphinde ihlole ngenkuthalo imithombo emisha yamakhasimende.Eminyakeni yakamuva, i-CATL ikhulise izimakethe zaphesheya.Ngokucabangela umthelela we-geopolitical nezinye izici, i-CATL ikhethe imodeli yokulayisensa kobuchwepheshe obulula njengempumelelo.IFord, iGeneral Motors, iTesla, njll. kungase kube amakhasimende ayo angaba khona.
Uma ubheka ngemuva kokumaketha kwebhethri lesimo esiqinile, akukhona ukuthi i-CATL isishintshile ukusuka kokuthi "i-conservative" ukuya "kukusebenza" kumabhethri esimo esiqinile.Kungcono ukusho ukuthi i-CATL ifunde ukuphendula isidingo semakethe futhi yakha inkampani yebhethri yamandla ethuthukile nebheke phambili.isithombe.
Njengesimemezelo esimemezelwe yi-CATL kuvidiyo yomkhiqizo, "Lapho ukhetha ithilamu, bheka amabhethri e-CATL."Ku-CATL, akunandaba ukuthi umsebenzisi uthenga yiphi imodeli noma ukhetha yiphi ibhethri.Inqobo nje uma umsebenzisi eyidinga, i-CATL ingakwazi “ukuyenza”.Kungabonakala ukuthi esimweni sokuthuthukiswa kwezimboni ngokushesha, kuyadingeka ngaso sonke isikhathi ukusondela kubathengi futhi uhlole izidingo zabasebenzisi, futhi izinkampani ezihamba phambili ze-B-side nazo zihlukile.
Isikhathi sokuthumela: May-25-2024