Imyitwarire ya CATL kuri bateri zikomeye-zabaye zidasobanutse.
Vuba aha, Wu Kai, umuhanga mu bumenyi bwa CATL, yatangaje ko CATL ifite amahirwe yo gukora bateri zikomeye mu matsinda mato mu 2027. Yashimangiye kandi ko niba gukura kwa bateri zose zikomeye bigaragazwa nk’umubare kuva kuri 1 kugeza kuri 1 9, CATL ikuze ubu iri kurwego rwa 4, kandi intego ni ukugera kurwego 7-8 muri 2027.
Hashize ukwezi kurenga, Zeng Yuqun, umuyobozi wa CATL, yizeraga ko gucuruza bateri zikomeye zikomeye ari ikintu cya kure.Mu mpera za Werurwe, Zeng Yuqun mu kiganiro yagiranye n’itangazamakuru yavuze ko ingaruka za tekiniki za batiri zikomeye zikomeye "zitaracyari nziza bihagije" kandi ko hari ibibazo by’umutekano.Ubucuruzi buracyafite imyaka myinshi.
Mu kwezi kumwe, imyifatire ya CATL kuri bateri zikomeye zahindutse kuva "gucuruza ni kure" ihinduka "hari amahirwe yo gukora ibicuruzwa bito".Impinduka zidasobanutse muriki gihe zigomba gutuma abantu batekereza kumpamvu zibitera.
Mubihe byashize, bateri zikomeye-zimaze kumenyekana.Ugereranije nigihe cyashize, mugihe ibigo byatonze umurongo kugirango bibone ibicuruzwa na bateri zamashanyarazi byari bike, ubu hari ubushobozi bwo kubyara bateri kandi iterambere ryadindije mugihe cya CATL.Guhangana nimihindagurikire yinganda, umwanya ukomeye wa CATL wabaye ikintu cyahise.
Munsi yumurongo ukomeye wo kwamamaza wa bateri zikomeye, "Ning Wang" yatangiye guhagarika umutima?
Umuyaga wo kwamamaza uhuha werekeza kuri "bateri-ikomeye"
Nkuko twese tubizi, intandaro yo kuva muri bateri zamazi zijya muri kimwe cya kabiri gikomeye kandi gikomeye ni ihinduka rya electrolyte.Kuva kuri bateri yamazi kugeza kuri bateri-ikomeye, birakenewe guhindura ibikoresho bya chimique kugirango tunoze ingufu zingufu, imikorere yumutekano, nibindi, ariko, ntibyoroshye mubijyanye nikoranabuhanga, ibiciro nibikorwa byinganda.Mubisanzwe birahanurwa mu nganda ko bateri zikomeye zidashobora kugera ku musaruro rusange kugeza 2030.
Muri iki gihe, gukundwa kwa bateri zikomeye-zidasanzwe ni hejuru cyane, kandi hariho imbaraga zikomeye zo kugera ku isoko mbere.
Ku ya 8 Mata, Zhiji Automobile yasohoye moderi nshya y’amashanyarazi ya Zhiji L6 (Iboneza | Iperereza), ifite ibikoresho bya "batiri ya mbere yoroheje yoroheje-ya batiri".Nyuma, Itsinda rya GAC ryatangaje ko bateri zose-zikomeye ziteganijwe gushyirwa mumodoka mu 2026, kandi izashyirwa bwa mbere muri moderi ya Haopin.
Birumvikana ko Zhiji L6 yatangaje kumugaragaro ko ifite ibikoresho bya "batiri ya mbere yoroheje yoroheje ya batiri" kandi byateje impaka nyinshi.Bateri yayo ikomeye-ntabwo ari bateri yukuri-ikomeye-ya-bateri.Nyuma y’ibiganiro byinshi n’isesengura ryimbitse, Li Zheng, umuyobozi mukuru w’ingufu za Qingtao, amaherezo yerekanye neza ko "iyi bateri mu byukuri ari bateri ikomeye", maze impaka zishira buhoro buhoro.
Nkumuntu utanga bateri za Zhiji L6 zikomeye, mugihe ingufu za Qingtao zasobanuye ukuri kubyerekeranye na bateri ya reta ikomeye, ikindi kigo cyavuze ko cyateye intambwe nshya mubijyanye na bateri zose zikomeye.Ku ya 9 Mata, GAC Aion Haobao yatangaje ko bateri yayo 100% ikomeye-ikomeye-izasohoka ku mugaragaro ku ya 12 Mata.
Ariko, igihe cyateganijwe cyo gusohora ibicuruzwa cyahinduwe gihinduka "umusaruro mwinshi muri 2026."Izi ngamba zagiye zimenyekana zagiye zikurura abantu benshi mu nganda.
Nubwo ibigo byombi byakinnye imikino yamagambo mugucuruza bateri zikomeye, icyamamare cya bateri zikomeye zongeye gusunikwa ku ndunduro.
Ku ya 2 Mata, Tailan New Energy yatangaje ko iyi sosiyete imaze gutera intambwe igaragara mu bushakashatsi no mu iterambere rya "bateri ya lisiyumu yo mu rwego rwo hejuru" kandi ikanategura neza monomer yo mu rwego rwa mbere ku rwego rw’imodoka ifite ubushobozi bwa 120Ah na a yapimye ubwinshi bwingufu za 720Wh / kg ya ultra-high energy density all-solid-state-lithium icyuma cya batiri, gihindura amateka yinganda kubushobozi bumwe nubucucike bukabije bwa batiri ya lithium.
Ku ya 5 Mata, Ishyirahamwe ry’ubushakashatsi mu Budage rishinzwe guteza imbere umubiri n’ikoranabuhanga rirambye ryatangaje ko nyuma y’imyaka hafi ibiri y’ubushakashatsi n’iterambere, itsinda ry’impuguke z’Abadage ryahimbye urutonde rwuzuye rw’imikorere ikomeye kandi ifite umutekano muke wa batiri ya sodium-sulfure byikora byikora byikora byuzuye, bishobora gutuma ingufu za bateri zirenga 1000Wh / kg, ubushobozi bwo gupakira ibintu bya electrode mbi ni nka 20.000Wh / kg.
Byongeye kandi, guhera mu mpera za Mata kugeza ubu, Lingxin New Energy na Enli Power bakomeje gutangaza ko icyiciro cya mbere cy’imishinga yabo ya batiri ikomeye yashyizwe mu bikorwa.Dukurikije gahunda yabanjirije iyi, izagera ku musaruro rusange w’umurongo wa 10GWh mu 2026. Mu bihe biri imbere, uzaharanira kugera ku rwego mpuzamahanga rw’inganda 100 + GWh mu 2030.
Ning Wang yihutisha amaganya
Ugereranije na bateri zamazi, bateri-ikomeye-ya reta yakunze kwitabwaho cyane kuko ifite ibyiza byinshi byingenzi nkubwinshi bwingufu nyinshi, umutekano mwinshi, ingano nto, hamwe nubushyuhe bugari.Nibo bahagarariye igisekuru kizaza cya bateri ya lithium ikora cyane.
Ukurikije ibintu bya elegitoroniki ya electrolyte, bamwe mubari mu nganda bakoze itandukaniro rigaragara hagati ya bateri zikomeye.Inganda zizera ko inzira yiterambere ya bateri zikomeye zishobora kugabanywa mubice nka kimwe cya kabiri (5-10wt%), quasi-ikomeye (0-5wt%), na byose bikomeye (0wt%).Electrolytes ikoreshwa muri kimwe cya kabiri gikomeye na quasi-ikomeye byose bivanga bikomeye na electrolytite.
Niba bizatwara igihe kugirango bateri zose-zikomeye-zibe kumuhanda, noneho bateri-ikomeye-ya-batiri yamaze kugenda.
Dukurikije imibare ituzuye ivuye mu modoka ya Gasgoo, kuri ubu hari amasosiyete arenga icumi y’amashanyarazi akoreshwa mu gihugu no mu mahanga, harimo Ubushinwa New Aviation, Honeycomb Energy, Huineng Technology, Ganfeng Lithium, Yiwei Lithium Energy, Guoxuan High-tech, nibindi, bifite, yashyizeho kandi bateri ya leta ikomeye, na gahunda isobanutse yo kwinjira mumodoka.
Nk’uko imibare yaturutse mu bigo bireba ibigaragaza, guhera mu mpera za 2023, igenamigambi ry’imikorere ya batiri y’imbere mu gihugu ryaregeranijwe rirenga 298GWh, kandi umusaruro nyirizina uzarenga 15GWh.2024 izaba ipfundo ryingenzi mugutezimbere inganda zikomeye za batiri.Ibipimo binini byo gupakira no gukoresha (igice-) gikomeye-bateri-biteganijwe ko bizagerwaho mugihe cyumwaka.Biteganijwe ko ubushobozi bwashyizweho umwaka wose buzarenga amateka ya 5GWh.
Guhangana niterambere ryihuse rya bateri zikomeye, impungenge zigihe cya CATL zatangiye gukwirakwira.Ugereranije, ibikorwa bya CATL mubushakashatsi no guteza imbere bateri zikomeye ntabwo byihuta cyane.Vuba aha ni bwo byatinze "guhindura umurongo" maze bishyira mu bikorwa gahunda yo kubyaza umusaruro ingufu za bateri zikomeye.Impamvu Ningde Times ihangayikishijwe no "gusobanura" ishobora kuba igitutu cyo guhindura imiterere rusange yinganda no kudindiza umuvuduko wacyo.
Ku ya 15 Mata, CATL yashyize ahagaragara raporo y’imari y’igihembwe cya mbere cya 2024: amafaranga yinjije yose hamwe angana na miliyari 79.77, umwaka ushize ugabanuka 10.41%;inyungu nyayo yitirirwa abanyamigabane b'amasosiyete yashyizwe ku rutonde yari miliyari 10.51, umwaka ushize wiyongereyeho 7%;inyungu itari iy'inyungu nyuma yo gukuramo yari miliyari 9.25 z'amayero, umwaka ushize wiyongereyeho 18.56%.
Twabibutsa ko iki aricyo gihembwe cya kabiri gikurikiranye CATL yahuye nigabanuka ryumwaka-mwaka kwinjiza amafaranga.Mu gihembwe cya kane cya 2023, amafaranga yose CATL yinjije yagabanutseho 10% umwaka ushize.Mugihe ibiciro bya batiri yumuriro bikomeje kugabanuka kandi ibigo biragoye kongera umugabane wabo ku isoko ku isoko ry’amashanyarazi, CATL isezera ku iterambere ryayo ryihuse.
Urebye ukundi, CATL yahinduye imyifatire yabanjirije kuri bateri zikomeye, kandi birasa no guhatirwa gukora ubucuruzi.Iyo inganda zose za batiri ziguye murwego rwa "karnivali ikomeye ya leta", niba CATL ikomeje guceceka cyangwa igakomeza kwibagirwa na bateri zikomeye, byanze bikunze izasiga igitekerezo cyuko CATL isigaye inyuma mubijyanye n'ikoranabuhanga rishya.kutumva nabi.
Igisubizo cya CATL: birenze bateri-ikomeye gusa
Ubucuruzi bukuru bwa CATL bukubiyemo imirenge ine, ari yo bateri y’amashanyarazi, bateri zibika ingufu, ibikoresho bya batiri hamwe n’ibicuruzwa, hamwe n’amabuye y'agaciro ya batiri.Mu 2023, urwego rwa batiri y’amashanyarazi ruzatanga 71% y’amafaranga yinjira mu bikorwa bya CATL, naho urwego rwo kubika ingufu zizaba hafi 15% y’amafaranga yinjira.
Dukurikije imibare y’ubushakashatsi bwa SNE, mu gihembwe cya mbere cy’uyu mwaka, ubushobozi bwa CATL ku isi bwashyizeho ingufu za bateri zitandukanye bwari 60.1GWh, umwaka ushize wiyongereyeho 31.9%, naho isoko ryayo rikaba 37.9%.Imibare yaturutse mu Bushinwa bw’amashanyarazi akoresha amashanyarazi mu guhanga udushya yerekana ko mu gihembwe cya mbere cy’umwaka wa 2024, CATL yaje ku mwanya wa mbere mu gihugu ifite ingufu zashyizweho na 41.31GWh, hamwe n’isoko rya 48.93%, ikiyongera kuva kuri 44.42% mu gihe kimwe. umwaka ushize.
Nibyo, tekinolojiya mishya nibicuruzwa bishya buri gihe nurufunguzo rwumugabane wa CATL.Muri Kanama 2023, Ningde Times yasohoye bateri ya Shenxing irenze urugero muri Kanama 2023. Iyi bateri ni yo ya mbere ya lithium fer fosifate 4C ya batiri yongerewe ingufu ku isi, ikoresheje super electronique cathode, grafite yihuta ya ion impeta, electrolyte nini cyane, n'ibindi. tekinoroji yubuhanga ituma igera kuri kilometero 400 yubuzima bwa bateri nyuma yo kwishyuza iminota 10.
CATL yashoje muri raporo y’imari y’igihembwe cya mbere cya 2024 ko bateri ya Shenxing yatangiye gutanga nini.Muri icyo gihe, CATL yasohoye Ububiko bw’ingufu za Tianheng, buhuza "kwangirika kwa zeru mu myaka 5, MW 6.25, na sisitemu y’umutekano nyayo".Ningde Times yizera ko isosiyete ikomeje kugira umwanya mwiza mu nganda, ikoranabuhanga rikomeye, ibyifuzo byiza, abakiriya batandukanye, n'inzitizi nyinshi zo kwinjira.
Kuri CATL, bateri-ikomeye-ntabwo ari "inzira yonyine" mugihe kizaza.Usibye Bateri ya Shenxing, CATL yanakoranye na Chery umwaka ushize kugirango batangire moderi ya sodium-ion.Muri Mutarama uyu mwaka, CATL yasabye ipatanti yiswe "Sodium-ion Battery Cathode Ibikoresho no Gutegura Uburyo, Isahani ya Cathode, Batteri n’ibikoresho by’amashanyarazi", bikaba biteganijwe ko bizarushaho kuzamura ibiciro, ubuzima ndetse n’ubushyuhe buke bwa sodium-ion bateri.ibintu byo gukora.
Icya kabiri, CATL nayo irimo gushakisha byimazeyo isoko rishya ryabakiriya.Mu myaka yashize, CATL yaguye cyane amasoko yo hanze.Urebye ingaruka za geopolitiki nibindi bintu, CATL yahisemo uburyo bworoshye bwo gutanga ikoranabuhanga ryoroshye nkintambwe.Ford, Moteri rusange, Tesla, nibindi birashobora kuba abakiriya bayo.
Urebye inyuma ya firime ikomeye yo kwamamaza ibicuruzwa, ntabwo aribyinshi cyane ko CATL yahindutse kuva "conservateur" ihinduka "ikora" kuri bateri zikomeye.Nibyiza kuvuga ko CATL yize gusubiza ibyifuzo byisoko kandi irimo kubaka byimazeyo uruganda rukora amashanyarazi rukomeye kandi rureba imbere.ishusho.
Nkuko byatangajwe na CATL muri videwo yerekana, "Mugihe uhisemo tram, shakisha bateri za CATL."Kuri CATL, ntacyo bitwaye icyitegererezo umukoresha agura cyangwa bateri bahisemo.Igihe cyose uyikoresha ayikeneye, CATL irashobora "kuyikora".Birashobora kugaragara ko murwego rwo kwihutisha iterambere ryinganda, burigihe birakenewe kwegera abaguzi no gucukumbura ibyo abakoresha bakeneye, kandi amasosiyete ayoboye B-kuruhande nayo ntayo.
Igihe cyo kohereza: Gicurasi-25-2024