Kukwera kwamitengo yamagalimoto amagetsi, kodi China idzakakamira "nickel-cobalt-lithium"?

Kutsogolera:Malinga ndi ziwerengero zosakwanira, pafupifupi mitundu yonse yamagalimoto amagetsi, kuphatikiza Tesla, BYD, Weilai, Euler, Wuling Hongguang MINI EV, ndi zina zambiri, alengeza mapulani okweza mitengo yamitundu yosiyanasiyana.Pakati pawo, Tesla wakwera kwa masiku atatu otsatizana m'masiku asanu ndi atatu, ndikuwonjezeka kwakukulu mpaka 20,000 yuan.

Chifukwa chokwera mtengo makamaka chifukwa cha kukwera kwa mtengo wazinthu zopangira.

"Kukhudzidwa ndi kusintha kwa ndondomeko za dziko komanso kuwonjezeka kosalekeza kwa mitengo yamtengo wapatali ya mabatire ndi tchipisi, mtengo wa mitundu yosiyanasiyana ya Chery New Energy ukupitiriza kukwera," adatero Chery.

"Kukhudzidwa ndi zinthu zambiri monga kukwera kwa mitengo yamtengo wapatali kumtunda ndi kutsekemera kokwanira, Nezha idzasintha mitengo ya zitsanzo zomwe zimagulitsidwa," adatero Nezha.

"Kukhudzidwa ndi kupitiriza lakuthwa kukwera mitengo yaiwisi, BYD kusintha mitengo boma kalozera zokhudzana zitsanzo mphamvu zatsopano monga Dynasty.com ndi Ocean.com,"BYD anati.

Tikayang'ana pazifukwa za kuwonjezereka kwa mtengo zomwe zalengezedwa ndi aliyense, "mtengo wa zipangizo ukupitiriza kukwera kwambiri" ndicho chifukwa chachikulu.Zopangira zomwe zatchulidwa apa makamaka zimanena za lithiamu carbonate.Malinga ndi nkhani za CCTV, a Liu Erlong, wachiwiri kwa manejala wamkulu wa kampani ina yamagetsi atsopano ku Jiangxi, adati: "Mtengo wa (lithium carbonate) udasungidwa pafupifupi 50,000 yuan pa toni, koma patatha chaka chimodzi, wafika. tsopano yakwera kufika pa 500,000 yuan.yuan pa tani."

Malinga ndi chidziwitso cha anthu, m'zaka zoyambirira za chitukuko cha magalimoto amagetsi, mabatire a lithiamu kamodzi amawerengera pafupifupi 50% ya mtengo wa magalimoto amagetsi, omwe lifiyamu carbonate amawerengera 50% ya mtengo wamtengo wapatali wa mabatire a lithiamu.Lithium carbonate imapanga 5% mpaka 7.5% ya mtengo wamagalimoto opanda magetsi.Kuwonjezeka kwamtengo wopenga chotere kwa chinthu chofunikira kwambiri kumawononga kwambiri kulimbikitsa magalimoto amagetsi.

Malinga ndi kuwerengera, galimoto ya batri ya lithiamu iron phosphate yokhala ndi mphamvu ya 60kWh imafunika pafupifupi 30kg ya lithiamu carbonate.Galimoto ya batri ya ternary lithiamu yokhala ndi mphamvu ya 51.75kWh imafuna pafupifupi 65.57kg ya faifi tambala ndi 4.8kg ya cobalt.Pakati pawo, faifi tambala ndi cobalt ndi zitsulo osowa, ndi nkhokwe zawo mu chuma crustal si mkulu, ndipo ndi okwera mtengo.

Pa Yabuli China Entrepreneurs Forum mu 2021, BYD Tcheyamani Wang Chuanfu kamodzi anafotokoza nkhawa zake za "ternary lifiyamu batire": ternary batire amagwiritsa kwambiri cobalt ndi faifi tambala, ndi China alibe cobalt ndi faifi tambala, ndi China sangathe kupeza mafuta. kuchokera ku mafuta.Khosi la khadi lasinthidwa kukhala khosi la khadi la cobalt ndi nickel, ndipo mabatire omwe amagwiritsidwa ntchito pamlingo waukulu sangadalire zitsulo zosawerengeka.

Ndipotu, monga tafotokozera pamwambapa, osati "ternary material" ya ternary lithiamu mabatire akukhala cholepheretsa chitukuko cha magalimoto amagetsi - ichi ndi chifukwa chake opanga ambiri akufufuza "mabatire opanda cobalt" ndi matekinoloje ena atsopano a batri. , ngakhale Ndi lifiyamu (lithiamu chitsulo phosphate batire) kuti Wang Chuanfu ananena ndi "zochuluka nkhokwe", komanso akukumana ndi zotsatira za kukwera lakuthwa kwa mtengo wa zipangizo zake zopangira monga lithiamu carbonate.

Malinga ndi zidziwitso zapagulu, China pakadali pano imadalira zogulitsa kunja kwa 80% yazinthu zake za lithiamu.Pofika chaka cha 2020, chuma cha lifiyamu cha dziko langa ndi matani 5.1 miliyoni, zomwe zimawerengera 5.94% yazinthu zonse zapadziko lapansi.Bolivia, Argentina ndi Chile ku South America ndi pafupifupi 60%.

Wang Chuanfu, yemwenso ndi wapampando wa BYD, adagwiritsapo ntchito atatu 70% kufotokoza chifukwa chake akufuna kupanga magalimoto amagetsi: kudalira mafuta akunja kumaposa 70%, ndipo mafuta oposa 70% ayenera kulowa ku China kuchokera ku South China Sea ( "South China Sea Crisis" mu 2016) Opanga zisankho ku China akuwona kusatetezeka kwa njira zonyamulira mafuta), ndipo mafuta opitilira 70% amadyedwa ndi makampani oyendetsa.Masiku ano, zinthu za lithiamu chuma sizikuwoneka kuti ndi zabwino.

Malinga ndi malipoti a nkhani za CCTV, titayendera makampani angapo agalimoto, tidaphunzira kuti kuchuluka kwamitengo iyi mu February kuyambira 1,000 yuan mpaka 10,000 yuan.Kuyambira Marichi, pafupifupi makampani 20 amagetsi atsopano alengeza kukwera kwamitengo, kuphatikiza mitundu pafupifupi 40.

Kotero, ndi kutchuka kwachangu kwa magalimoto amagetsi, kodi mitengo yawo idzapitirira kukwera chifukwa cha mavuto osiyanasiyana a zinthu monga lithiamu zothandizira?Magalimoto amagetsi adzathandiza dziko kuchepetsa kudalira "petrodollars", koma "zinthu za lithiamu" Nanga bwanji kukhala chinthu china chosalamulirika chomwe chimakakamira?

 


Nthawi yotumiza: Apr-22-2022