I-LG New Energy iincoko kunye nenkampani yezixhobo zaseTshayina ukuvelisa iibhetri zemoto zombane zaseYurophu

LG Amandla amatshaukufuna ubuhlakani obunokubakho kuza phakathi kobunzima

ukuhla kwemfuno kushishino lwezithuthi zombane kwihlabathi jikelele, kugxininisa uxinzelelo olukhulayo kwiinkampani ezingezizo zamaTshayina ezisebenza ngebhetri ukusuka kubenzi beemoto ukuya kumaxabiso aphantsi. kwinqanaba elithelekiseka nelo labakhuphisani baseTshayina.

Kule nyanga, i-automaker yesiFrentshi i-Groupe Renault yathi iya kusebenzisa i-lithium iron phosphate battery (LFP) kwizicwangciso zayo zokuvelisa izithuthi zombane ngobuninzi, ukukhetha i-LG New Energy kunye ne-Chinese rival Contemporary Amperex Technology Co. Ltd. (CATL) njengamahlakani. , ukuseka ikhonkco lokubonelela eYurophu.

Isibhengezo seGroup Renault silandela isigqibo seKhomishini yaseYurophu ngoJuni. Emva kweenyanga zophando oluchasene nenkxaso-mali, iManyano yaseYurophu yagqiba ekubeni inyanzelise imirhumo ukuya kuthi ga kwi-38% kwizithuthi zombane ezisuka e-China, nto leyo eyabangela ukuba abenzi bezithuthi zombane baseTshayina kunye neenkampani zeebhetri ukuba bazibophelele ekutyaleni imali eYurophu.

UWonjoon Suh, intloko yecandelo lebhetri yemoto ye-LG New Energy, uxelele iReuters: "Sithethathethana nezinye iinkampani zaseTshayina eziza kuphuhlisa izinto ze-lithium iron phosphate cathode kunye nathi kwaye zivelise le mpahla eYurophu." Kodwa umntu ophetheyo uthe walile ukubiza inkampani yaseTshayina kwiingxoxo.

"Siqwalasela amanyathelo ahlukeneyo, kuquka ukuseka amashishini adibeneyo kunye nokusayina izivumelwano zokubonelela ixesha elide," watsho uWonjoon Suh, esongeza ukuba intsebenziswano enjalo iya kunceda i-LG New Energy ukunciphisa iindleko zokwenziwa kweebhetri zayo ze-lithium iron phosphate kwiminyaka emithathu. kwinqanaba elithelekiseka nelo labakhuphisani baseTshayina.

I-cathode lelona candelo libiza kakhulu kwibhetri yemoto yombane, ibalwa malunga nesinye kwisithathu sexabiso lilonke leseli nganye. Ngokwe-tracker yemarike yebhetri ye-SNE yoPhando, i-China ilawula ukunikezelwa kwehlabathi lezinto ze-lithium iron phosphate cathode, kunye nabavelisi bayo abakhulu be-Hunan Yuneng New Energy Battery Material Co., Ltd., i-Shenzhen Shenzhen Dynanonic kunye ne-Hubei Wanrun New Energy Technology.

Okwangoku, izinto ezininzi ze-cathode zeebhetri zemoto zombane zihlulwe kakhulu zibe ziintlobo ezimbini: izinto ze-nickel-based cathode kunye ne-lithium iron phosphate cathode materials. Ngokomzekelo, izinto ze-cathode ezisekelwe kwi-nickel ezisetyenziswe kwiimodeli ezide zeTesla zinokugcina amandla amaninzi, kodwa ixabiso liphezulu. Izinto ze-lithium iron phosphate cathode zithandwa ngabavelisi bezithuthi zombane zaseTshayina njenge-BYD. Nangona igcina amandla amancinci ngokwentelekiso, ikhuselekile kwaye inexabiso eliphantsi.

Iinkampani zebhetri zaseMzantsi Korea zihlala zijolise ekuveliseni iibhetri ezisekelwe kwi-nickel, kodwa ngoku, njengoko abenzi be-automakers bafuna ukwandisa imigca yemveliso yabo kwiimodeli ezifikelelekayo, bayanda ekuveliseni iibhetri ze-lithium iron phosphate phantsi koxinzelelo. . Kodwa le ndawo ilawulwa ngabakhuphisana baseTshayina. USuh uthe i-LG Amandla amatsha icinga ukusebenzisana neenkampani zaseTshayina ukuvelisa izinto ze-lithium iron phosphate cathode eMorocco, eFinland okanye eIndonesia ukubonelela imarike yaseYurophu.

I-LG Amandla amatsha ibikwiingxoxo kunye nabenzi bee-automakers e-United States, eYurophu nase-Asia malunga nezivumelwano zokubonelela ngeebhetri ze-lithium iron phosphate. Kodwa u-Suh uthe imfuno yeemodeli zombane ezifikelelekayo zomelele eYurophu, apho icandelo libalelwa malunga nesiqingatha sentengiso ye-EV kwingingqi, ephezulu kune-United States.

Ngokutsho kwe-SNE yoPhando, kwiinyanga ezintlanu zokuqala zalo nyaka, abavelisi beebhetri zaseMzantsi Korea i-LG New Energy, i-Samsung SDI kunye ne-SK On babe nesabelo esidibeneyo se-50.5% kwimarike yebhetri yemoto yombane yaseYurophu, apho isabelo se-LG New Energy sasiyi-31.2 %. Isabelo semarike yeenkampani zebhetri zaseTshayina eYurophu yi-47.1%, kunye ne-CATL ibeka kuqala ngesabelo se-34.5%.

Ngaphambili, i-LG New Energy iseke umanyano lwebhetri kunye nee-automaker ezifana neGeneral Motors, iHyundai Motor, iStellantis kunye neHonda Motor. Kodwa ngokukhula kwentengiso yemoto yombane ecothayo, u-Suh uthe ukufakwa kwezinye zezixhobo ezifunekayo ekwandiseni kunokulibaziseka ukuya kuthi ga kwiminyaka emibini ngokubonisana namaqabane. Uqikelela ukuba imfuno ye-EV iya kubuyiselwa eYurophu malunga neenyanga ze-18 kunye nase-US kwiminyaka emibini ukuya kwemithathu, kodwa oko kuya kuxhomekeka ngokuyinxalenye kumgaqo-nkqubo wemozulu kunye neminye imimiselo.

Ukuchaphazeleka kukusebenza okubuthathaka kukaTesla, i-LG New Energy intengo ye-stock yavala i-1.4%, i-index ye-KOSPI yaseMzantsi Korea, engaphantsi kwe-0.6%.