Ukhuphiswano lwengoma yebhetri yeLFP "intshatsheli"

Ilithium iron phosphate ibhetriimarike iye yatshisa kakhulu, kunye nokhuphiswano phakathilithium iron phosphate ibhetriiinkampani nazo ziye zaqatsela.

Ekuqaleni kuka-2022,iibhetri ze-lithium iron phosphateziya kufunyanwa ngokupheleleyo.Kwangaxeshanye, ukhuphiswano phakathi kweenkampani zebhetri ye-lithium iron phosphate luye lwaqina ngakumbi.

NgoJanuwari, ukuveliswa kweebhetri zamandla kwakungama-29.7GWh, apho ukuveliswa kweebhetri ze-li-ion kwaba yi-10.8GWh, ukunyuka konyaka-ngonyaka we-57.9%, kubalelwa kwi-36.5% yesiphumo esipheleleyo;imveliso yeiibhetri ze-lithium iron phosphateyayiyi-18.8GWh, ukunyuka konyaka-ngonyaka kwe-261.8%, ibalwa kwi-63.3% yesiphumo sisonke.

Ngapha koko, ukusukela ngoJulayi 2021, umthamo ofakiweyo weiibhetri ze-lithium iron phosphateigqithile kwezo zebhetri ze-li-ion iinyanga ezisixhenxe ezilandelelanayo.

Isizathu kukuba iimodeli ezidumileyo zixhotyisweiibhetri ze-iron-lithiumnjengeModeli 3, i-BYD Han kunye ne-Hongguang Mini EV ziye zaqhuba ukwanda komthamo ofakiweyoiibhetri ze-iron-lithium;ngo-2021, inkxaso-mali iya kuncitshiswa kakhulu, kwaye ezinye iimoto ezincinci ziya kutshintshela kumaxabiso aphantsi.iibhetri ze-lithium iron phosphate.

Ngo-2021, umthamo ofakiweyo weebhetri zamandla e-li-ion malunga ne-73.90GWh, ukunyuka konyaka-ngonyaka we-87%;umthamo ofakiweyo weiibhetri zamandla e-lithium iron phosphatemalunga ne-65.37GWh, ukunyuka konyaka-ngonyaka kwe-204%.Kulindeleke ukuba ngo-2022, umthamo ofakiweyo weiibhetri ze-lithium iron phosphateiyakudlula leyo yeebhetri ze-li-ion.

Kubalulekile ukuba uqaphele ukubalithium iron phosphate ibhetriimarike iye yatshisa kakhulu, kunye nokhuphiswano phakathilithium iron phosphate ibhetriiinkampani nazo ziye zaqatsela.

1. I-lithium iron phosphateayikabikho imeko elawulayo.

Xa kuthelekiswa nobunkokeli obugwenxa bexesha le-Ningde kwimarike yebhetri ye-li-ion, umsantsa phakathilithium iron phosphate ibhetriiinkampani azikanwenwanga.

Idatha ngoJanuwari ibonise ukuba umthamo wasekhaya wokulayisha we-CATL wawuyi-3.96GWh, BYD 3.24GWh, i-Guoxuan Hi-Tech 0.87GWh, kunye nokulandelwa kwe-Yiwei Lithium Energy 0.21GWh.

Kwangaxeshanye, ngo-2022, i-China Innovation Aviation iya kujikaiibhetri ze-lithium iron phosphate, kunye ne-Honeycomb Energy iya kuphumezalithium iron phosphateiibhetri zeblade ezimfutshane, eziya kuba nethuba eliphezulu lokufumana isabelo semarike.

2. Ukunqongophala kwe-lithium carbonate kunye nexabiso elikhulayo liza kuvavanya ngakumbi ukubonelela kunye nokulawula iindleko zokulawula iinkampani zebhetri.

Ukususela ngoFebruwari 18, ixabiso eliqhelekileyo le-battery-grade lithium carbonate liye lanyuka laya kwi-430,000 / ton, ukunyuka okungaphezulu kwe-43% ukusuka kwixabiso eliqhelekileyo le-300,000 / toni ngoMhla woNyaka omtsha.

Kwangaxeshanye, ukunqongophala iyonkelithium iron phosphateizixhobo azikancitshiswa.Ngaphantsi kokuqhutywa kwezinto ezininzi, iindleko zeiibhetri ze-lithium iron phosphateinyukile, kwaye umsantsa wamaxabiso ngeebhetri ze-ternary uye wancipha ngakumbi.

Nokuba unikezelo lwemathiriyeli ekrwada lunokuqinisekiswa, inzuzo yeendleko egciniweyo, kunye nobonelelo oluzinzileyo kwiinkampani zeemoto nazo ziya kuba nefuthe eliqinisekileyo kwisabelo semalike.lithium iron phosphate ibhetriiinkampani.