Isimo se-Catl maqondana namabhethri e-SOLICAL-STILAS aseba nengqondo.
Muva nje, uWu Kai, usosayensi oyinhloko kaCatl, wembula ukuthi i-Catl inethuba lokukhiqiza amabhethri aqinile e-20 kuya ku-9, nelitshe ukufinyelela ku-20-8 level ngo-2027.
Ngaphezu kwenyanga edlule, uZeng YuQun, onguSihlalo weCatl, wayekholelwa ukuthi ukuthengiswa kwamabhethri okusebenza ngokuqinile kwakuyinto ekude. Ekupheleni kukaMashi, kusho uZeng YuQun engxoxweni nabezindaba ukuthi imiphumela yamanje yezobuchwepheshe yamabhethri wombuso oqinile "ayikahle ngokwanele" futhi kunezinkinga zokuphepha. Ukuhweba kusekuphele iminyaka eminingana.
ENnyangeni eyodwa, isimo se-Catl maqondana namabhethri ezwe aqinile aguqulwe esuka "ekuthengisweni akude" ku- "Kukhona ithuba lokukhiqizwa okuncane kwe-batch". Izinguquko ezicashile ngalesi sikhathi kufanele zenze abantu bacabange ngezizathu ngemuva kwaso.
Ezikhathini zamuva nje, amabhethri e-solid-state adume ngokwengeziwe. Uma kuqhathaniswa nesikhathi esedlule, lapho izinkampani zikhuphukela ukuthola izimpahla namabhethri kagesi kwakusezingeni elifushane, manje kukhona umthamo wokukhiqiza webhethri ngokweqile futhi ukukhula kunciphise inkathi yeCatl. Ukubhekana Nomkhuba Woshintsho Kwezimboni, isikhundla esinamandla se-catl sesiphenduke into yesikhathi esedlule.
Ngaphansi kwesigqi esinamandla sokuthengisa samabhethri wombuso oqinile, "i-ning wang" yaqala ukwethuka?
Ukumaketha komoya kuvunguza "amabhethri wombuso oqinile"
Njengoba sonke sazi, umnyombo wokuhamba usuka kumabhethri awuketshezi uye kumabhethri aqinile futhi ane-all-solid ukushintshwa kwe-electrolyte. Ukusuka kumabhethri aphuza amabhethri wombuso oqinile, kuyadingeka ukuguqula izinto zamakhemikhali ukuthuthukisa amandla wamandla, ukusebenza kwezokuphepha, njll. Noma kunjalo, akulula ngokwenqubo yezobuchwepheshe, izindleko kanye nenqubo yokukhiqiza. Ngokuvamile kubikezelwa embonini amabhethri e-solid-state ngeke akwazi ukufezekisa ukukhiqizwa kwesisindo kuze kube ngu-2030.
Kulezi zinsuku, ukuthandwa kwamabhethri wombuso oqinile akuphezulu kwe-uncharetistrally, futhi kukhona umfutho oqinile wokungena emakethe ngaphambi kwesikhathi.
Ngo-Ephreli 8, i-zhiji automobile ikhiphe imodeli entsha kagesi emsulwa zhiji L6 (ukucushwa | Ukubuza), okufakwe "ngebhethri lesizukulwane sokuqala esiqinile" okokuqala ngqa. Kamuva, i-GAC Group imemezele ukuthi amabhethri aqinile wombuso ahlelelwe ukuthi afakwe ezimotweni ngo-2026, futhi azoqala ukufakwa kumamodeli we-HAOPIN.
Kuyiqiniso, isimemezelo esidlangalaleni sikaZhiji L6 sokuthi ifakwe "ngebhethri lesizukulwane sokuqala esiqinile se-Solid-State" liye labangela impikiswano enkulu. Ibhethri layo eliqinile lelo akuyona ibhethri leqiniso eliqinile. Ngemuva kwemijikelezo eminingi yezingxoxo nasekuhlaziyweni okujulile, uLi zheng, umphathi ojwayelekile we-Qingtao Energy, ekugcineni waveza ukuthi "le bhethri empeleni iyibhethri eliqinile", kanti impikiswano ihlehliswe kancane kancane.
Njengomhlinzeki we-zhiji L6 sombuso oqinile-state amabhethri, lapho amandla Qingtao acacisa iqiniso ngamabhethri e-semi-solid-state, elinye inkampani ebile ukuthi lenze inqubekela phambili entsha emkhakheni wamabhethri e-all-state. Ngo-Ephreli 9, uGac Aion Haobao umemezele ukuthi ibhethri layo eliqinile le-100% lizodedelwa ngokusemthethweni ngo-Ephreli 12.
Kodwa-ke, isikhathi sokukhishwa komkhiqizo esihleliwe saguqulwa saba "ukukhiqizwa kwesisindo ngo-2026." Amasu aphindwe kanjena adonsele izikhalazo kubantu abaningi embonini.
Yize zombili izinkampani zidlale imidlalo yamagama ekumaketheni kwamabhethri e-solid-state, ukuthandwa kwamabhethri wombuso oqinile sekuphinde kwaphoqelelwa umvuthwandaba.
Ngo-Ephreli 2, amandla amasha e-Tailan amemezele ukuthi inkampani yenze inqubekela phambili enkulu ocwaningweni nasekuthuthukisweni kwamabhethri we-lithium aphezulu we-lithium anesilinganiso esingu-70Wh I-compact lithium yebhethri.
Ngo-Ephreli 5, Inhlangano YaseJalimane YaseJalimane Yokukhuthaza i-Physics Osezingeni eliphezulu futhi ubuchwepheshe bamemezele ukuthi ngemuva kweminyaka ecishe ibe mibili yocwaningo nokuthuthuka kwe-sodium-sulfur i-autovel autovel-sulfur i-autovel autovel-state autovel-special solic-sulfur Ibhethri ngokuzenzakalela i-autovel-special solium-suldios auldity autovel-sulficing turten autovel-shop auto ezenzakalelayo ukukhiqizwa kwe-1000Wh.
Ngaphezu kwalokho, kusukela ngasekupheleni kuka-Ephreli kuze kube manje, amandla amasha e-lingxin kanye namandla e-Endiki amemezele ngempumelelo ukuthi isigaba sokuqala samaphrojekthi webhethri labo lebhethri eliqinile selikhishwe. Ngokusho kohlelo lwangaphambilini lwangaphambilini, luzofezekisa ukukhiqizwa kwesisindo somugqa wokukhiqizwa kwe-10GWh ngo-2026. Ngokuzayo, kuzolwela ukufeza indawo yokuhlelwa kwezimboni zezimboni ze-100 + gWh ngo-2030 ngo-2030 ngonyaka ka-100
Ukuqina okuqinile noma okuqinile? I-Ning Wang isheshise ukukhathazeka
Uma kuqhathaniswa namabhethri awuketshezi, amabhethri e-solid-State adonsele ukunakwa okukhulu ngoba anezinzuzo eziningi ezibalulekile ezifana nobuningi bamandla obuphezulu, ukuphepha okuphezulu, ukuphepha okuncane, kanye nokusebenza kokushisa okubanzi. Bangummeleli obalulekile wesizukulwane esilandelayo samabhethri e-lithium asebenza kakhulu.
Ngokusho kokuqukethwe kwe-leccerlyte ye-liquid Electrolyte, abanye abangena ngaphakathi kwemboni benze umehluko ocacile phakathi kwamabhethri e-solid-state. Imboni ikholelwa ukuthi indlela yokuthuthuka yamabhethri e-solid-state ingahlukaniswa izigaba ezifana ne-semi-solid (5-10ww%), i-quasi-solid%), kanye ne-0WT%). Ama-electrolyte asetshenziswa ku-semi-solid ne-quasi
Uma kuzothatha isikhathi amabhethri aqinile wombuso wonke ukuba semgwaqweni, khona-ke amabhethri e-semi-solid-state asesendleleni.
Ngokusho kwezibalo ezingaphelele ezivela ku-Gasgoo Auto, okwamanje kukhona izinkampani zamabhethri kagesi asekhaya nezinyoni, kufaka phakathi i-China New Aviation, i-Huinei Lithium Energy, njll.
Ngokusho kwezibalo ezivela kuma-ejensi afanele, kusukela ngasekupheleni kuka-2023, ukuhlela umthamo wamandla okukhiqiza webhethri asekhaya aqongelele ukwedlula i-298GWH, futhi umthamo wangempela wokukhiqiza uzodlula i-15GWH. I-2024 izoba yindawo ebalulekile ekuthuthukisweni komkhakha webhethri oqinile. Ukulayisha okukhulu nokusetshenziswa (semi-) amabhethri e-solid-state kulindeleke ukuthi afezeke kungakapheli unyaka. Kulindeleke ukuthi inani eliphelele elifakiwe unyaka wonke lizodlula ngokomlando we-5GWH.
Lapho bebhekene nokuthuthuka okusheshayo kwamabhethri e-SOLICE-State, ukukhathazeka kwe-Catl Era kwaqala ukusabalala. Ngokuqhathaniswa nokukhuluma, izenzo zikaCatl ocwaningweni nasekuthuthukisweni kwamabhethri ohulumeni aqinile akulula kakhulu. Kwakusanda kwenzeka nje ukuthi ngokuhlangene "kwashintsha i-tune yayo" futhi kwaqala ngokusemthethweni uhlelo lokukhiqiza oluningi lwamabhethri ohulumeni aqinile. Isizathu esenza ukuthi izikhathi ze-ningde zikhathazekile ngokuthi "chaza" kungaba yingcindezi evela kulungiswa kwesakhiwo sezimboni kanye nokuncipha kwezinga layo lokukhula.
Ngo-Ephreli 15, uCatl wakhipha umbiko wayo wezezimali wekota yokuqala ka-2024: Inani Lemali Lwesibili lalingu-79.77 billion yuan, ukwehla konyaka konyaka ka-10.41%; inzuzo ye-net enomuzwa wabaninimasheya bezinkampani ezisohlwini kwakungu-10.51 billion, ukwanda konyaka ngo-7%; Inzuzo engeyona imali ngemuva kokudonswa kwaba ngu-9.25 billion yuan, ukwanda konyaka ngonyaka ka-18.56%.
Kuyafaneleka ukusho ukuthi le yikota yesibili elandelanayo eye yathola i-catl yehla unyaka nonyaka wokuthola imali engenayo. Kukota yesine ka-2023, imali ephelele kaCatl yawa ngo-10% ngonyaka. Njengoba amanani ebhethri ebhethri ayaqhubeka nokuwa futhi izinkampani zikuthola kunzima ukwandisa isabelo sazo semakethe emakethe yebhethri yamandla, i-Catl iyavunyelwa ukukhula kwayo ngokushesha.
Uma ubheka komunye umbono, uCatl useshintshe isimo sawo esedlule maqondana namabhethri e-state-state, futhi kufana nokuphoqelelwa ukwenza ibhizinisi. Lapho yonke imboni yebhethri iwela kumongo we- "SOLIL-State Carnival", uma i-Catl ihlala ithule noma ihlala inganaki kumabhethri okuqinile wombuso, kuzokushiya ngokuqinisekile ukuthi i-Catl igcwele ngemuva emkhakheni wezobuchwepheshe obusha. ukungaqondi.
Impendulo kaCatl: ngaphezu kwamabhethri wombuso nje
Ibhizinisi eliyinhloko leCatl lifaka phakathi imikhakha emine, okungukuthi amabhethri anamandla, amabhethri okugcina amandla, izinto zebhethri nokuphinda usebenzise kabusha, kanye nezinsizakusebenza zamaminerali zebhethri. Ngo-2023, umkhakha webhethri wamandla uzonikela ngemali engenayo engu-71% ye-Catl's asebenzayo, kanye nomkhakha webhethri wesitoreji wamandla uzoba yi-15% yemali engenayo.
Ngokusho kwedatha yocwaningo lwe-SNE, kwikota yokuqala yalo nyaka, umthamo we-Catl Global Office of Tyths ahlukahlukene izinhlobo zamabhethri ayengu-60.1GWh, ukwenyuka konyaka ka-31.9%, futhi isabelo saso seminyaka sasingama-37,9%. Izibalo ezivela eChina Power Power Power Power Power Battery Enchiance zibonisa ukuthi kwikota yokuqala ka-2024, iCatl ibekwe okokuqala ezweni elinama-48.93%, ukukhuphuka kusuka ku-44.42% esikhathini esifanayo ngonyaka owedlule.
Kuyiqiniso, ubuchwepheshe obusha nemikhiqizo emisha ihlala iyisihluthulelo sesabelo semakethe sikaCatl. Ngo-Agasti 2023, isikhathi saseNingde sikhiphe i-Shenxing Expoly Battery ngo-Agasti 2023. Leli bhethri liyibhethri eliphakeme lomhlaba le-iron phosphate, njll. I-Special IothyTyte, njll. I-Speech OctericyTyTE, njll. I-Super Fekhly I-Electrologies, njll.
UCatl waphetha ngombiko wawo wezezimali wekota yokuqala ka-2024 amabhethri e-Shenxing aqale ukulethwa kwezinga elikhulu. Ngasikhathi sinye, iCatl yakhipha isitoreji samandla eTianheng, esihlanganisa "ukubola kwe-zero eminyakeni emi-5, uhlelo lwe-6.25 mWh, kanye nohlobo lwezokuphepha lweqiniso lweqiniso. I-Ningde Times ikholelwa ukuthi inkampani isalokhu igcina isikhundla esihle kakhulu semboni, ubuchwepheshe obuholayo, amathemba amahle atholakalayo, isisekelo samakhasimende ahlukahlukene, nezithiyo eziphezulu zokungena.
Okwe-catl, amabhethri e-solid-State akusona esithi "kuphela inketho" ngokuzayo. Ngaphezu kwebhethri le-Shenxing, iCatl yabambisana ne-Chery ngonyaka owedlule ukwethula imodeli yebhethri ye-sodium-ion. NgoJanuwari kulo nyaka, iCatl ifake isicelo selungelo lobunikazi elinesihloko esithi "Sodium-ion Battery Cathode Materials kanye nezindlela zokulungiselela, amabhethri kanye namadivayisi kagesi", okulindeleke ukuthi athuthukise izindleko, isikhathi sokushisa samabhethri e-sodium-ion. izici zokusebenza.
Okwesibili, iCatl nayo ihlola ngenkuthalo imithombo yamakhasimende amasha. Eminyakeni yamuva, uCatl unwebekile ngenkuthalo izimakethe zaphesheya kwezilwandle. Uma kucatshangelwa ithonya lezinto ze-geopolical nezinye, uCatl ukhethe imodeli yokulahla ubuchwepheshe elula njengendlela yokuphumelela. I-Ford, i-General Motors, iTesla, njll. Kungenzeka kube amakhasimende ayo angaba khona.
Uma ubheka ngemuva kwe-colid-State Battery Marketing Craze, akukubi kangako ukuthi i-Catl isiguqukile kusuka ku- "Conservative" ku- "Iyasebenza" kumabhethri e-SOLILITE State. Kungcono ukusho ukuthi i-Catl ifunde ukuphendula ekufunweni kwemakethe futhi yakha ngentshiseko inkampani yebhethri lebhethri eliphambili neliphambili. isithombe.
Njengesimemezelo esimemezelwe yi-catl kuvidiyo yomkhiqizo, "lapho ukhetha i-tram, funa amabhethri e-catl." Nge-Catl, akunandaba ukuthi yiliphi imodeli umsebenzisi ethenga noma yiliphi ibhethri abalikhethayo. Uma nje umsebenzisi edinga lokho, ikati lingenza ". Kungabonakala lokho kumongo wokuthuthuka kwezimboni okusheshayo, kuhlale kudingekile ukusondela kubathengi futhi uhlole izidingo zomsebenzisi, futhi izinkampani ezihola phambili ze-B azifani.
Isikhathi sePosi: Meyi-25-2024