Isimo sengqondo se-CATL malunga neebhetri zombuso oqinileyo uye wangaqondakali.
Kungekudala, uWu Kai, usosayensi oyintloko weCATL, ubonise ukuba i-CATL inethuba lokuvelisa iibhetri eziqinileyo kwiibhetshi ezincinci kwi-2027. Kwakhona wagxininisa ukuba ukuvuthwa kweebhetri ezizinzile zonke zibonakaliswa njengenani ukusuka kwi-1 ukuya I-9, ukukhula kwe-CATL kwangoku kwinqanaba le-4, kwaye injongo kukufikelela kwinqanaba le-7-8 ngo-2027.
Ngaphezulu kwenyanga edlulileyo, uZeng Yuqun, usihlalo weCATL, wayekholelwa ukuba ukuthengiswa kweebhetri eziqinileyo kwakuyinto ekude. Ekupheleni kuka-Matshi, uZeng Yuqun uthe kudliwano-ndlebe kunye namajelo eendaba ukuba iziphumo zobugcisa zangoku zeebhetri eziqinileyo "azikabikho ngokwaneleyo" kwaye kukho imiba yokhuseleko. Urhwebo luseneminyaka eliqela kude.
Kwinyanga enye, isimo sengqondo seCATL malunga neebhetri zombuso oqinileyo satshintsha ukusuka “kurhwebo olukude” ukuya “kukho ithuba lokuvelisa ibhetshi encinci”. Iinguqu ezifihlakeleyo ngeli xesha kufuneka zenze abantu bacinge ngezizathu ezibangela oko.
Kutshanje, iibhetri ze-slid-state ziye zanda kakhulu. Xa kuthelekiswa nexesha elidlulileyo, xa iinkampani zifolele ukufumana iimpahla kunye neebhetri zamandla zazinqongophele, ngoku kukho umthamo ogqithisileyo wokuvelisa ibhetri kwaye ukukhula kuye kwacotha kwixesha leCATL. Ukujongana nomkhwa wokutshintsha kwamashishini, isikhundla esiqinileyo seCATL sibe yinto edlulileyo.
Ngaphantsi kwesigqi esinamandla sokuthengisa iibhetri eziqinileyo, "uNing Wang" waqala ukoyika?
Umoya wentengiso uvuthuza usiya “kwiibhetri ezikwimeko eqinileyo”
Njengoko sonke sisazi, undoqo wokusuka kwiibhetri zamanzi ukuya kwi-semi-solid kunye neebhetri ezizinzileyo kukutshintsha kwe-electrolyte. Ukusuka kwiibhetri zamanzi ukuya kwiibhetri eziqinileyo, kuyimfuneko ukutshintsha izinto zekhemikhali ukuphucula ubuninzi bamandla, ukusebenza kokhuseleko, njl. Nangona kunjalo, akulula ngokwethekhnoloji, iindleko kunye nenkqubo yokuvelisa. Ngokuqhelekileyo kuqikelelwa kwishishini ukuba iibhetri eziqinileyo aziyi kukwazi ukufikelela kwimveliso yobuninzi kude kube ngu-2030.
Kule mihla, ukuthandwa kweebhetri zombuso oqinileyo kuphezulu ngokungaqhelekanga, kwaye kukho umfutho oqinileyo wokungena emarikeni kwangaphambili.
Nge-8 ka-Epreli, i-Zhiji Automobile ikhuphe imodeli entsha yombane ecocekileyo i-Zhiji L6 (Uqwalaselo | Uphando), exhotyiswe "isizukulwana sokuqala sokukhanya kwebhetri yelizwe eliqinileyo" okokuqala. Emva koko, iQela le-GAC libhengeze ukuba iibhetri eziziimo zonke zicwangciswe ukuba zifakwe kwiimoto ngo-2026, kwaye ziya kufakwa kuqala kwiimodeli zeHaopin.
Ewe kunjalo, isibhengezo sikaZhiji L6 esidlangalaleni sokuba ixhotyiswe “ngebhetri yelizwe eliluqilima lesizukulwana sokuqala” kubangele impikiswano enkulu. Ibhetri yesimo esomeleleyo asiyonyani yokwenyani ibhetri yemeko yonke. Emva kweengxoxo ezininzi ezinzulu kunye nohlalutyo, u-Li Zheng, umphathi jikelele we-Qingtao Energy, ekugqibeleni wabonisa ngokucacileyo ukuba "le bhetri ngokwenene ibhetri eqinile", kwaye ingxabano yaphela ngokuthe ngcembe.
Njengomthengisi we-Zhiji L6 iibhetri eziqinileyo, xa i-Qingtao Energy icacisa inyaniso malunga neebhetri ze-semi-solid state, enye inkampani yathi yenze inkqubela entsha kwibala leebhetri zelizwe lonke. Nge-9 ka-Epreli, i-GAC Aion Haobao yabhengeza ukuba i-100% yayo yonke ibhetri yelizwe lonke iya kukhutshwa ngokusemthethweni nge-12 ka-Epreli.
Nangona kunjalo, ixesha elicwangcisiweyo lokukhutshwa kwemveliso latshintshwa "kwimveliso yobuninzi ngo-2026." Ezo zicwangciso zokupapashwa ngokuphindaphindiweyo ziye zatsala izikhalazo ezivela kubantu abaninzi kwishishini.
Nangona zombini iinkampani zidlale imidlalo yamagama ekuthengisweni kweebhetri zombuso oqinileyo, ukuthandwa kweebhetri zombuso oqinileyo kuphinde kwatyhalelwa kwinqanaba eliphezulu.
Ngomhla we-2 kuTshazimpuzi, iTailan New Energy yabhengeza ukuba inkampani yenze inkqubela ebonakalayo kuphando kunye nophuhliso lwe "auto-grade all-solid-state lithium battery" kwaye yalungiselela ngempumelelo imonomer yokuqala yehlabathi yemoto-grade enomthamo we120Ah kunye ne ubuninzi bamandla obulinganisiweyo be-720Wh/kg ye-ultra-high energy density all-state-slid-state lithium ibhetri yentsimbi, ukwaphula irekhodi yoshishino ngomthamo omnye kunye noxinano lwamandla oluphezulu lwebhetri ye-lithium ehlangeneyo.
Nge-5 ka-Epreli, uMbutho woPhando waseJamani wokuKhuthaza iFiziksi eZinzileyo kunye neTekhnoloji yabhengeza ukuba emva kweminyaka ephantse ibe mibini yophando kunye nophuhliso, iqela leengcali laseJamani lenze iseti epheleleyo yokusebenza okuphezulu kunye nokhuseleko oluphezulu lwebhetri yesodium-sulphur. ngokuzenzekelayo iinkqubo zemveliso eziqhubekayo, ezinokwenza uxinano lwamandla ebhetri ludlule kwi-1000Wh/kg, umthamo wokulayisha wethiyori we-electrode engalunganga uphezulu ukuya kuma-20,000Wh/kg.
Ukongeza, ukusuka ngasekupheleni kuka-Epreli ukuza kuthi ga ngoku, iLingxin Amandla amatsha kunye ne-Enli Power baye babhengeza ngokulandelelanayo ukuba inqanaba lokuqala leeprojekthi zabo zebhetri eziqinileyo sele zifakiwe kwimveliso. Ngokutsho kwesicwangciso sangaphambili sangaphambili, siya kufikelela kwimveliso yobuninzi be-10GWh yomgca wokuvelisa kwi-2026. Kwixesha elizayo, iya kuzama ukufezekisa isiseko sesiseko soshishino lwehlabathi lwe-100 + GWh ngo-2030.
Iqinile ngokupheleleyo okanye isemi-eqinile?Ning Wang ikhawulezisa ixhala
Xa kuthelekiswa neebhetri zolwelo, iibhetri eziziimo eziqinileyo zitsale umdla kakhulu kuba zineengenelo ezininzi ezibalulekileyo njengokuxinana kwamandla aphezulu, ukhuseleko oluphezulu, ubungakanani obuncinci, kunye nokusebenza koluhlu olubanzi lobushushu. Bangummeli obalulekileyo wesizukulwana esilandelayo seebhetri ze-lithium eziphezulu.
Ngokomxholo we-electrolyte engamanzi, abanye abangaphakathi kwishishini benze umahluko ocacileyo phakathi kweebhetri eziqinileyo. Ishishini likholelwa ukuba indlela yophuhliso yeebhetri zelizwe eliqinileyo inokwahlulwa ngokwezigaba ngokwezigaba ezifana ne-semi-solid (5-10wt%), i-quasi-solid (0-5wt%), kunye ne-All-solid (0wt%). I-electrolyte esetyenziswa kwi-semi-solid kunye ne-quasi-solid zonke zixuba i-electrolyte eqinileyo kunye neyolwelo.
Ukuba kuyakuthatha ixesha ukuba iibhetri ezizii-solid zonke zibe sendleleni, iibhetri ze-semi-solid-state sele zisendleleni.
Ngokwezibalo ezingaphelelanga zeGasgoo Auto, ngoku kukho ngaphezu kweshumi elinesibini iinkampani zebhetri zamandla asekhaya nangaphandle, kubandakanya iChina New Aviation, Honeycomb Energy, Huineng Technology, Ganfeng Lithium, Yiwei Lithium Energy, Guoxuan High-tech, njl. kwakhona wabeka ngaphandle semi-oluqilima ibhetri karhulumente, kunye nesicwangciso esicacileyo ukungena emotweni.
Ngokwezibalo ezivela kwii-arhente ezifanelekileyo, ekupheleni kuka-2023, isicwangciso sasekhaya se-semi-solid yemveliso yebhetri iqokelele ukuba idlule i-298GWh, kwaye umthamo wemveliso uya kudlula i-15GWh. I-2024 iya kuba yindawo ebalulekileyo kuphuhliso lweshishini lebhetri yesimo esiqinileyo. Ukulayishwa okukhulu kunye nokusetyenziswa kweebhetri zombuso oqinileyo (semi-) kulindeleke ukuba ziphunyezwe apha enyakeni. Kulindeleke ukuba umthamo uwonke ofakiweyo unyaka wonke uya kuthi ngokwembali udlule kumanqaku e-5GWh.
Ukujongana nokuqhubela phambili ngokukhawuleza kweebhetri eziqinileyo, ixhala lexesha leCATL laqala ukusasazeka. Xa sithelekisa, izenzo zeCATL kuphando kunye nophuhliso lweebhetri eziqinileyo azikhawulezi kakhulu. Bekusandula nje ukuba "itshintshe indlela yayo" kwaye iphumeze ngokusesikweni ishedyuli yemveliso yobuninzi beebhetri zombuso oqinileyo. Isizathu sokuba i-Ningde Times ixhalabele "ukuchaza" inokuba luxinzelelo olusuka kuhlengahlengiso lwesakhiwo semizi-mveliso kunye nokuncipha kwesantya sokukhula kwayo.
Ngomhla we-15 ku-Epreli, i-CATL ikhuphe ingxelo yayo yezemali kwikota yokuqala ye-2024: ingeniso epheleleyo yayiyi-79.77 yebhiliyoni ye-yuan, ukuncipha konyaka-ngonyaka kwe-10.41%; Ingeniso yesambuku eyabalelwa kubanini-zabelo kwiinkampani ezidwelisiweyo yayizibhiliyoni ezili-10.51, ukunyuka konyaka-nyaka nge-7%; inzuzo engeyo-net emva kokuba kutsalwe 9.25 billion yuan, ukunyuka konyaka-ngonyaka nge-18.56%.
Kuyafaneleka ukukhankanya ukuba le yikota yesibini elandelelanayo ukuba i-CATL ifumene ukuhla konyaka ngonyaka kwingeniso yokusebenza. Kwikota yesine ka-2023, ingeniso epheleleyo yeCATL yehle nge-10% unyaka nonyaka. Njengoko amaxabiso ebhetri yamandla eqhubeka nokuhla kwaye iinkampani zikufumanisa kunzima ukwandisa isabelo sabo semarike kwimarike yebhetri yamandla, i-CATL ithi ndlela-ntle ekukhuleni kwayo ngokukhawuleza.
Ukuyijonga kwelinye imbono, i-CATL iye yatshintsha isimo sayo sangaphambili malunga neebhetri eziqinileyo, kwaye kufana nokunyanzeliswa ukuba yenze ishishini. Xa lonke ishishini lebhetri liwela kumxholo we "solid-state battery carnival", ukuba iCATL ihlala ithe cwaka okanye ihlala ingazinakanga iibhetri zombuso oqinileyo, ngokuqinisekileyo iya kushiya umbono wokuba iCATL isala ngasemva kwinkalo yetekhnoloji entsha. ukungaqondi.
Impendulo yeCATL: ngaphezu kweebhetri eziqinileyo
Ishishini eliphambili leCATL libandakanya amacandelo amane, angala iibhetri zamandla, iibhetri zokugcina amandla, izixhobo zebhetri kunye nokuphinda kusetyenziswe, kunye nemithombo yezimbiwa zebhetri. Ngo-2023, icandelo lebhetri yamandla liya kuba negalelo le-71% yengeniso yokusebenza yeCATL, kwaye icandelo lebhetri yokugcina amandla liza kujonga phantse i-15% yengeniso yalo yokusebenza.
Ngokutsho kwedatha yoPhando lwe-SNE, kwikota yokuqala yalo nyaka, umthamo we-CATL ofakwe kwihlabathi jikelele weentlobo ezahlukeneyo zeebhetri wawuyi-60.1GWh, ukunyuka konyaka-ngonyaka kwe-31.9%, kwaye isabelo sayo semarike sasiyi-37.9%. Izibalo ezivela kwi-China Automotive Power Battery Industry Innovation Alliance ibonisa ukuba kwikota yokuqala ye-2024, i-CATL ibeka indawo yokuqala kweli lizwe kunye nomthamo ofakelweyo we-41.31GWh, kunye nesabelo semarike ye-48.93%, ukunyuka ukusuka kwi-44.42% ngexesha elifanayo. kunyaka ophelile.
Ngokuqinisekileyo, ubugcisa obutsha kunye neemveliso ezintsha zihlala zingundoqo kwisabelo semarike yeCATL. Ngo-Agasti ka-2023, i-Ningde Times yakhupha i-Shenxing ibhetri echargeable ngo-Agasti ka-2023. Le bhetri yibhetri yokuqala yehlabathi ye-lithium iron phosphate 4C supercharged, isebenzisa i-super electronic network cathode, i-ion ring ekhawulezayo yegraphite, i-ultra-high conductivity electrolyte, njl. njl. ubugcisa obutsha buyenza ikwazi ukufikelela iikhilomitha ezingama-400 zobomi bebhetri emva kokutshaja ngaphezulu kwemizuzu eli-10.
I-CATL yagqiba kwingxelo yayo yezemali kwikota yokuqala ka-2024 ukuba iibhetri zeShenxing ziqalisile ukuhanjiswa okukhulu. Kwangaxeshanye, iCATL yakhupha iTianheng Energy Storage, edibanisa "zero decay in 5 years, 6.25 MWh, kunye nemulti-dimensional real ukhuseleko inkqubo". I-Ningde Times ikholelwa ukuba inkampani isasigcina isikhundla esihle soshishino, itekhnoloji ekhokelayo, amathuba okubangwa kakuhle, isiseko sabathengi abahlukeneyo, kunye nemiqobo ephezulu yokungena.
Kwi-CATL, iibhetri ze-slid-state azikho "inketho yodwa" kwixesha elizayo. Ukongeza kwibhetri yeShenxing, iCATL iphinde yasebenzisana noChery kunyaka ophelileyo ukuqalisa imodeli yebhetri yesodium. NgoJanuwari kulo nyaka, i-CATL yafaka isicelo selungelo elilodwa lomenzi we-patent enesihloko esithi "Izixhobo ze-Sodium-ion Battery Cathode kunye neendlela zokuLungisa, i-Cathode Plate, iBattery kunye nezixhobo zoMbane", ekulindeleke ukuba iphucule ngakumbi iindleko, ubomi kunye nokusebenza okuphantsi kwe-sodium-ion. iibhetri. imiba yokusebenza.
Okwesibini, i-CATL iphinda iphonononge imithombo emitsha yabathengi. Kwiminyaka yakutshanje, i-CATL iye yandisa ngokusebenzayo iimarike zaphesheya. Ukuqwalasela impembelelo ye-geopolitical kunye nezinye izinto, i-CATL ikhethe imodeli yelayisenisi yetekhnoloji elula njengempumelelo. I-Ford, iGeneral Motors, iTesla, njl.
Ukujonga ngasemva kwentengiso yebhetri yelizwe eliqinileyo, akukho nto ingako ukuba i-CATL itshintshile ukusuka kwi "conservative" ukuya "esebenzayo" kwiibhetri zombuso oqinileyo. Kungcono ukutsho ukuba i-CATL ifunde ukuphendula kwimfuno yemarike kwaye ikhuthele ukwakha inkampani yebhetri yamandla eqhubela phambili nejonge phambili. umfanekiso.
Kanye njengesibhengezo esimemezelwe yi-CATL kwividiyo ye-brand, "Xa ukhetha i-tram, khangela iibhetri ze-CATL." Kwi-CATL, akunamsebenzi ukuba yeyiphi imodeli ethengwa ngumsebenzisi okanye ibhetri ayikhethayo. Ngethuba nje umsebenzisi eyidinga, i-CATL inokuthi "iyenze". Ingabonwa ukuba kumxholo wophuhliso olukhawulezayo lweshishini, kuhlala kuyimfuneko ukusondela kubathengi kwaye uphonononge iimfuno zabasebenzisi, kwaye iinkampani ezihamba phambili ze-B-side azikho nto.
Ixesha lokuposa: May-25-2024