Baturin lithium mai ƙarfi "lokacin ritaya" sabon kamfanin samar da makamashi don ɗaukar kasuwar sake amfani da bakin teku

ଲେଖକ: ଆଇଫ୍ଲୋପାୱାର - Портативті электр станциясының жеткізушісі

A ranar 9 ga Maris, kamfanin kera batirin rakuma na cikin gida ya sanar da cewa, kamfanin ya ba da shawarar zuba jarin Yuan biliyan 5 don gina rukunin rakumi na yin amfani da tsani na batir lithium-ion mai kuzari da aikin samar da shakatawa. Bayan dukkan su, ana sa ran samar da tsarin farfadowa na shekara-shekara a cikin 2025. Kimanin tan 300,000 na batir lithium-ion mai ƙarfi da sharar gida, da kuma daidaitaccen ƙarfin samar da kayan lantarki, fahimtar ƙimar da ake fitarwa kowace shekara na kusan yuan biliyan 75.

Wannan ba shine karo na farko da ke cikin sake yin amfani da batirin lithium-ion ba. A gaskiya ma, a cikin 2013, sabon baturin lithium-ion na farko na makamashi da aka zuba a cikin 2014 zai shiga "lokacin ritaya", a cikin bukatun kare muhalli da ka&39;idojin manufofi. Karkashin sanadin lamarin, gina kiran na&39;urar batirin lithium-ion mai ƙarfi yana ƙara girma.

Bisa kididdigar kididdigar da masana&39;antar kera motoci ta kasata ta yi, tallace-tallacen sabbin motoci masu amfani da makamashi a kasar ta ya kai 777,000, wanda ya shafe tsawon shekaru uku, tare da jimillar motoci kusan miliyan 1.8, wanda ya kai sama da kashi 50% na kasuwannin duniya. Haɓaka haɓakar sabbin motocin makamashi kuma yana sa kasuwar sake sarrafa batirin lithium-ion mai ƙarfi ta haɓaka cikin sauri, CITIC Securities yana tsammanin dawo da batirin lithium-ion a cikin 2020 zai kasance kusa da 40GWH, dawo da batirin lithium-ion na 2022 zai kusanci 70GWH.

A halin da ake ciki, har yanzu ba a samar da ita ba, amma ana sa ran za ta shiga kasuwa cikin sikelin Yuan biliyan 10 bayan shekaru hudu masu zuwa, a matsayin hannun jarin rakumi, da batirin lithium-ion mai karfin gaske, da kamfanonin makamashi masu alaka, daga ingancin tattalin arziki da karancin albarkatu. Yiwuwar damar kasuwanci a sake yin amfani da batirin lithium-ion mai ƙarfi. A zahiri, a cikin haɓakar farashin albarkatun ƙasa na sama, kuma masana&39;antar abin hawa ta ƙasa ta wuce matsin lamba na "samowar tallafi", kamfanin batirin lithium-ion na batirin yana neman hanyar fashewa a ƙarshen duka, kuma an gina batirin lithium-ion mai ƙarfi.

Ci gaban sarkar masana&39;antu na rufaffiyar rufaffiyar lokaci guda, ko kuma zai zama babban kek ga waɗannan kamfanoni don samun riba. Duk da haka, yana da kyau a lura cewa, mataimakin darektan cibiyar bincike ta sana&39;ar motoci ta kasata Zhang Zhiyong, ya ce "Ko da a nan gaba ana iya ganin hasashen masana&39;antu daga halin da ake ciki, farfadowar batir ba wata riba ce da ake nema ba." Kasuwa, amma tushe wanda ke ba da damar gaban ƙarshen masana&39;antar.

Sabbin damar da kasuwar ke samu sun sha bamban da motocin man fetur na gargajiya, kuma ana amfani da sabbin motocin makamashi a matsayin baturi da aka samar ta hanyar famfo, nickel, manganese, da lithium a matsayin samar da wutar lantarki. Baturin lithium-ion mai ƙarfin gida yana da mahimmanci baturin lithium-ion. Ko da yake akwai fa&39;ida mai tsabta ta muhalli.

Koyaya, batirinsa shima yana da "matsala" tare da rayuwar rayuwa. An ba da rahoton cewa lokacin da aka rage ƙarfin baturi zuwa 60% -80% na ƙarfin farko, zai maye gurbin ingantaccen rayuwar sabis na ƙira. Saboda haka, ingantaccen rayuwar batirin motar fasinja gabaɗaya shekaru 4-6 ne, kuma motar kasuwanci ta lantarki ta fi tsayi fiye da ranar, saurin ya fi tasiri, kuma baturin yana da kusan shekaru 3 kawai.

Wannan yana nufin cewa sabbin motocin makamashi na cikin gida a kasar Sin a cikin 2014 za su kasance a shirye don maraba da "lokacin ritaya" na baturin lithium-ion a cikin 2018. Rahoton binciken kwanan nan ya sanar, bisa la&39;akari da 2014-2017, jigilar batirin lithium-ion mai ƙarfi na cikin gida sun kasance 5.9GWh, 7.

0GWH, 30.5GWH da 39.2GWH, bi da bi, kuma a cikin shekaru uku masu zuwa, CAGR har yanzu ana sa ran ci gaba da 30%.

Ana tsammanin abin da ke sama zai kasance kusa da 40GWH a cikin 2020, kuma farfadowar baturin lithium-ion mai tsattsauran ra&39;ayi zai kasance kusa da 70GWH a cikin 2022. Dangane da darajar karfen da ke ƙunshe, matakin 70GWH zai sa kasuwar dawo da batir ta lithium-ion ta karye da girman yuan biliyan 100. Wannan babu shakka kasuwa ce mai ban sha&39;awa, wacce ke buƙatar rage farashi cikin gaggawa.

Lokacin da hannun jarin raƙumi da ke sama ya sanar da sanarwar, kamfanin ya himmatu sosai a fagen dawo da batirin lithium-ion a cikin 2017. Samar da Sabbin Batirin Lithium Ion zai samar da "biyu" sake yin amfani da batirin mota da kuma batirin lithium-ion mai ƙarfi tare da kasuwancin kamfanin. Rufe madauki "sarkar masana&39;antu, kamfanin zai cimma ci gaban kore da madauwari a cikin sabbin masana&39;antar makamashi.

A zahiri, tare da kasuwar dawo da batirin lithium-ion ana tsammanin fadadawa. A cikin watanni shida da suka gabata, yawancin kamfanonin jagoranci sun fara ƙara ƙirar lambobi. A watan Agustan shekarar 2017, sanarwar fasahar fasahar fasaha ta Guoxuan ta nuna cewa, Lanzhou Jinxuan da ke birnin Lanzhou na kasar Sin ya kafa yuan miliyan 50 a birnin Anhui na Gansu, ya kafa kamfanonin fasahar sake amfani da batir guda biyu a birnin Jinshan na Gansu, wadanda ake amfani da su wajen yin wutar lantarki.

Farfadowa, tarwatsawa da sarrafa batirin lithium-ion, haɗin gwiwar da ke tsakanin su biyu suna samun sarkar masana&39;antu na gabaɗaya, wanda hakan ke haifar da alaƙa tsakanin albarkatun lithium-circuit da dawo da baturi. Bugu da ƙari, a matsayin ƙananan kamfanoni na cikin gida, kamfanin ya samar da baturin lithium-ion mai karfi da kuma abin hawa na lantarki, BYD kuma ya aiwatar da aikin gina sarƙoƙi na sake amfani da su a cikin tsarin ciki: ta hanyar Baolong Factory, tare da haɗin gwiwar dillalai, sun kammala kawar da batir lithium-ion, gwaji , Sake amfani da su; ta Huizhou Material Factory don kammala wargazawa da sake amfani da kayan baturi da aka yi amfani da su. Kwanan nan, IPO yana cikin Ningde Times, shimfidar wuri a filin sake amfani da shi a baya.

A cikin 2015, Ningde Times ya wuce hannun jari na Ningde da Sheng 69.02%, kuma babban kasuwancin ya kasance cikin ikon Guangdong Bang Ping na batir lithium-ion sharar gida, kuma ya haɗa shi cikin ikon haɓakawa. Bugu da kari, Green Mei, Huayou Cobalt, China AV Lithium Electric da sauran samar da batir da kamfanoni masu alaƙa suma suna tsara filayen sake amfani da batir na lithium-ion.

Yana da kyau a ambaci cewa kamfanin batirin lithium-ion mai ƙarfi yana fafatawa a cikin yankin sake amfani da shi, mai yiwuwa ba wai kawai yana da kyakkyawan fata game da makomar kasuwar sake yin amfani da shi ba, har ma saboda hauhawar farashin albarkatun ƙasa na sama wanda ke haifar da damuwa. A cikin Performance Express da aka sanar a ranar 28 ga watan Fabrairu, jami&39;ar kasar Sin ta yi nuni da cewa, raguwar ayyukan kamfanin shi ne saboda a shekarar 2017, farashin batirin lithium-ion mai wutar lantarki na gida gaba daya yana raguwa, kuma farashin albarkatun kasa ya tashi. Anxin Securities A ranar 13 ga Maris, babban ribar kasuwancin batirin lithium-ion mai ɗorewa na fasaha na Guoxuan ya kasance 37.

91% a farkon rabin 2017, saukar da maki 10.8 bisa dari idan aka kwatanta da 48.71% a cikin 2016; Jimillar ribar hidimar batir a farkon rabin shekarar 2017 ya kai 24.

76%, raguwar maki 1.78 idan aka kwatanta da 26.54% a 2016; jimlar ribar kasuwancin batirin lithium-ion na Rilevo a farkon rabin 2017 shine 31.

91%, idan aka kwatanta da 2016 39.11% ya ragu da kashi 7.2 cikin dari.

Kasuwar sake yin amfani da ita ba ta kasance a maimakon kasuwar sake sarrafa batirin lithium-ion mai karfi ba, amma Zhang Zhyong ya shaida wa wakilin jaridar Times Weekly cewa har yanzu wannan kasuwa ba za ta iya zama kasuwa ba, ba a samar da dukkan tsarin sake yin amfani da su ba, "wasu sabbin motocin makamashi za su sake siyan kwamitocin, amma a gaba daya, sabon kamfanin samar da makamashi ya samu raguwar adadin batir. ". Duk da haka, ya kuma gane cewa gina tsarin dawo da batirin lithium-ion mai ƙarfi abu ne mai matuƙar makawa, batirin lithium-ion mai ƙarfi yana da gurɓataccen gurɓataccen gurɓataccen yanayi, ba tare da murmurewa ba, ko da kuwa yana cikin al&39;umma ko muhalli yana da illa sosai.

Kodayake a cikin dogon lokaci, yayin aikin samar da baturi, ana iya sake yin amfani da albarkatun kasa, kuma kamfanin yana da fa&39;idodin tattalin arziki. Daga hangen nesa na kamfanin, dawo da baturi ba kasuwa ba ne mai neman kasuwa mai riba, amma bari Foundation na gaban ƙarshen sarkar masana&39;antu. Abin da ba a yi watsi da shi ba shi ne, sake yin amfani da batir ɗin sabon makamashin abin hawa na ƙasarmu yana da matsaloli da yawa: dokoki da ƙa&39;idoji na sake amfani da su ba cikakke ba ne, a ɗaya hannun, gwamnati ba ta kammala sabuwar sabuwar batir ɗin ajiyar batir ɗin sake amfani da doka ta musamman ba; a daya bangaren, wuta Baturin bai gane daidaito ba, siffar baturi, tsarin mulkin sanda, kayan casing na waje, da dai sauransu.

Har yanzu ba a aiwatar da fasahar sake yin amfani da ita ba. An yi imani da masana&39;antar gabaɗaya cewa hanyar sake amfani da batirin lithium-ion mai sharar gida, tarwatsa aminci, kariyar muhalli, garantin ingancin samfur da fasahar sake amfani da su har yanzu sune matsalar gama gari da masana&39;antar ke fuskanta, kuma babu buƙatar haɗa haɗin gwiwa tare da kafa cikakken tsarin sake yin amfani da shi, daidaitaccen tsarin daidaitaccen tsarin da Cibiyar Nazarin Injiniya ta ƙasa mai ƙarfi don tabbatar da ingantaccen ci gaban masana&39;antar batirin lithium mai ƙarfi. A gaskiya ma, tun lokacin da Majalisar Jiha ta 2012 ta sanar da cewa "Energy Saving and New Energy Automotive Industry Development Plan (2012-2020)", gwamnatin da ke da alaka da sassan sun sanar da "General Office of the State Council on accelerating new energy motocin", "lantarki motocin Dynamic Battery sake amfani da Technology Policy (2015) ".

A ranar 26 ga Fabrairu, Ma&39;aikatar Masana&39;antu da Fasahar Sadarwa, Ma&39;aikatar Masana&39;antu da Fasahar Watsa Labarai, da dai sauransu. Wanene ke gurɓata wa gwamnatoci yana nufin kamfanonin samar da wutar lantarki da masu kera motoci suna da alhakin da bai dace ba game da matsalar sake amfani da batura masu ƙarfi na lithium-ion. Dangane da haka, Zhang Zhiyong ya yi nazari kan cewa, a aikin gina tashar sake yin amfani da batir na sharar gida, shigar da dukkan hanyoyin da ake bi a kan sarkar masana&39;antu ba gaskiya ba ne.

Kamata ya yi gwamnati ta zama mallakin kamfanin abin hawa, “kamfanin abin hawa yana fuskantar masu amfani da shi, wata hanya ce ta hada sabbin makamashin motoci da masu amfani da shi, wanda kuma ita ce hanya mafi inganci ga kamfanonin ababen hawa. Sai dai a yayin zaman biyu, wakilin majalisar wakilan jama&39;ar kasar Sin da kungiyar motocin Shanghai Chen Hong, ya bayyana cewa, a halin da ake ciki, tsarin manufofin dawo da batir na kasarmu ba ya da kyau, kuma masana&39;antar kera motoci na da wahala wajen yin batirin lithium-ion na dukkan motocin da aka sayar. Sabuwar motar tana siyar da cikakkiyar kulawar zagayowar rayuwa na sake yin amfani da ita na ƙarshe.

"An ba da shawarar yin nazarin cancantar dawo da sabbin motocin makamashi, sannu a hankali kawar da fasahar baya, kamfanoni masu lalata muhalli". Dangane da sake yin amfani da batirin lithium-ion mai ƙarfi, a halin yanzu akwai muhimman al&39;amura na binciken masana&39;antar cikin gida, gami da amfani da mataki, amfani da sabuntawa, da sauransu. Ana canza batir ɗin sharar gida zuwa ƙwanƙwasa, fitar da albarkatun ƙasa, jiyya mara lahani da sauran hanyoyin haɗin yanar gizo masu sabuntawa.

Ya kamata a lura cewa ko da yake yawancin jari sun shiga yankin sake yin amfani da su, daga ci gaban masana&39;antu a halin yanzu, har yanzu akwai ɗan gajeren lokaci. Zhang Zhiyong ya fada a cikin jaridar Times Weekly cewa, "Kasuwa za a iya kafa don ganin dukkan sabbin kasuwannin motoci masu amfani da makamashi, idan ta kai miliyoyin da ake samarwa da tallace-tallace a kowace shekara, balagaggen kasuwar sake yin amfani da su ba shi da wata matsala, amma shekaru biyu ko uku masu zuwa Ba a wannan lokaci ba". .