Dynamic lithium bhatiri "retired period" charter kambani nyowani yesimba kutora musika wekudzokorodza wemahombekombe

ଲେଖକ: ଆଇଫ୍ଲୋପାୱାର - Mpamatsy tobin-jiro portable

Musi waKurume 9, mugadziri wemabhatiri epamba akagovana makamera akazivisa kuti kambani yafunga kuisa mabhiriyoni mashanu yuan kuvaka boka rengamera rine simba re lithium-ion bhatiri rekushandisa uye kuvandudza kugadzirwa kwepaki chirongwa. Mushure mezvose, zvinotarisirwa kuumba maitiro epagore ekudzoreredza muna 2025. Inenge 300,000 matani emarara ane simba mabhatiri e-lithium-ion, uye anowirirana akanaka emagetsi emagetsi ekugadzira simba, kuzadziswa kwegore rinobuda kukosha kweanenge mabhiriyoni 75 yuan.

Iyi haisi nyaya yekutanga inobatanidzwa mukudzokororwa kwemabhatiri e-lithium-ion. Muchokwadi, mu2013, yekutanga simba nyowani simba lithium-ion bhatiri rakaiswa muna 2014 richapinda mu "nguva yekuregera", mune zvinodiwa zvekuchengetedza kwezvakatipoteredza uye mitemo yemitemo. Pasi pechikonzero chechinhu, kuvaka kufona kwesimba rekudzoreredza lithium-ion bhatiri nzira iri kuwedzera.

Kubva pahuwandu hwehuwandu hweindasitiri yemotokari yenyika yangu, kutengeswa kwemotokari nyowani munyika yangu kwakasvika 777,000, yakagara kwemakore matatu, iine mota dzinosvika mamirioni 1.8, inodarika makumi mashanu muzana emusika wepasi rose. Iko kukurumidza kusimudzira kwemotokari dzemagetsi matsva kunoitawo kuti musika welithium-ion bhatiri recycling musika uwedzere kukurumidza, CITIC Securities inotarisira kuti kudzoreredzwa kwe lithium-ion bhatiri muna 2020 kuchave pedyo ne40GWH, 2022 lithium-ion bhatiri kupora kuchave pedyo ne70GWH.

Mukutarisana neizvi, haisati yaumbwa, asi inotarisirwa kupaza nemusika muchiyero che 10 bhiriyoni yuan mushure memakore mana anotevera, semakamera anogovera, mabhatiri ane simba e-lithium-ion uye makambani emagetsi ane hukama, kubva mukubudirira kwehupfumi uye zviwanikwa zvishoma, zvione. Mikana inogona kuitika yebhizinesi mukudzokorodza kweiyo dynamic lithium-ion bhatiri. Muchokwadi, mukwidza wepamusoro mutengo wezvigadzirwa, uye fekitori yemotokari yakadzika yakapfuura "subsidized resumption", iyo simba lithium-ion bhatiri kambani iri kutsvaga nzira yekubuda mumativi ese, uye kudzoreredza kwesimba re lithium-ion bhatiri inovakwa.

Kuvandudzwa kweakavharwa-loop maindasitiri ketani kuri panguva imwe chete, kana kuzoita keke hombe kuti makambani aya awane pundutso. Nekudaro, zvakakosha kucherechedza kuti Zhang Zhiyong, mutevedzeri wemutungamiriri wenyika yangu Automobile Brand Research Center, akadaro Zhang Zhiyong, akati "Kunyangwe mune ramangwana indasitiri tarisiro inogona kuoneka kubva padanho ranhasi, kudzoreredza kwebhatiri hakusi purofiti inotsvakwa." Musika, asi hwaro hunobvumira kumberi kweiyo indasitiri.

Mikana mitsva yemusika yakasiyana nemotokari dzemafuta echinyakare, uye mota nyowani dzemagetsi dzinoshandiswa sebhatiri rakagadzirwa ne tap, nickel, manganese, uye lithium semagetsi. Iyo yemba simba lithium-ion bhatiri yakakosha ndeye lithium-ion bhatiri. Kunyange zvazvo pane zvakatipoteredza ushamwari yakachena mukana.

Nekudaro, bhatiri rayo zvakare rine "matambudziko" nehupenyu hupenyu. Zvinonzi kana simba rebhatiri rakaderedzwa kusvika 60% -80% yesimba rekutanga, inotsiva hupenyu hunoshanda hwebasa redhizaini. Naizvozvo, hupenyu hunoshanda hwebhatiri remota yevatyairi kazhinji makore 4-6, uye mota yemagetsi yekutengesa yakarebesa kupfuura zuva, kumhanya kunoshanda, uye bhatiri rine makore angangoita matatu chete.

Izvi zvinoreva kuti mota nyowani dzemagetsi muChina muna 2014 dzichange dzichida kugamuchira "nguva yekurega" yesimba re lithium-ion bhatiri muna 2018. Chirevo chekudzidza chakaziviswa nguva pfupi yadarika, tichitarisa 2014-2017, kutumirwa kwesimba repamba lithium-ion mabhatiri aive 5.9GWh, 7.

0GWH, 30.5GWH uye 39.2GWH, zvichiteerana, uye mumakore matatu anotevera, CAGR ichiri kutarisirwa kuchengetedza 30%.

Izvo zviri pamusoro zvinotarisirwa kuve pedyo ne40GWH muna 2020, uye radical lithium-ion bhatiri kudzoreredza ichave pedyo ne70GWH muna 2022. Zvinoenderana nehukoshi hwesimbi hurimo, iyo 70GWH ichaita kuti simba relithium-ion bhatiri rekudzoreredza musika riparadze nehukuru hwe100 bhiriyoni yuan. Uyu pasina mubvunzo musika unoyevedza kwazvo, uyo unoda kukurumidza kuderedza mari.

Kana makamera ari pamusoro apa akazivisa chiziviso, kambani yakashanda nesimba mumunda we lithium-ion bhatiri kupora muna 2017. Iyo Power Lithium Ion Bhatiri Regeneration Chigadzirwa ichagadzira "kaviri" kudzokorodza kwemotokari bhatiri recycling uye simba lithium-ion mabhatiri ane bhizinesi riripo rekambani. Yakavharwa-loop "indasitiri cheni, kambani ichawana girinhi uye denderedzwa kusimudzira muindasitiri itsva yesimba.

Muchokwadi, inoperekedzwa neiyo simba lithium-ion bhatiri kudzoreredza musika inotarisirwa kuwedzera. Mumwedzi mitanhatu yapfuura, makambani akawanda anotungamira akatanga kuwedzera kodhi dhizaini. Muna Nyamavhuvhu 2017, Guoxuan&39;s high-tech chiziviso chinoratidza kuti Lanzhou Jinxuan, iyo iri muLanzhou, China, yakagadzira 50 miriyoni yuan muAnhui, Gansu, yakagadzira maviri mabhatiri zviwanikwa zvekugadzirisa tekinoroji makambani muJinshan, Gansu, ayo anoshandiswa kuita simba.

Kudzoreredza, kuputsa uye kugadzirisa mabhatiri e-lithium-ion, kubatana pakati pezviviri izvi kunozadzisa cheni yeindasitiri, iyo inoshandura kubatana pakati pelithium-circuit raw materials uye kudzoreredza bhatiri. Mukuwedzera, senhamba shoma yemakambani epamba, kambani yakagadzirawo simba reti lithium-ion bhatiri uye motokari yemagetsi, BYD yakagadzirisawo kuvakwa kwemaketani ekudzokorodza mukati mehurongwa hwemukati: kuburikidza neBaolong Factory, yakabatana nevatengesi, kupedza kubviswa kwe lithium-ion mabhatiri, kuedza , Kushandisazve; kuburikidza neHuizhou Material Factory kupedzisa kuputsa uye kudzokorodza kwezvinhu zvakashandiswa zvebhatiri. Munguva pfupi yapfuura, IPO iri muNingde Times, iyo dhizaini mumunda wekudzokorodza kare.

Muna 2015, Ningde Times yakapfuura iyo inotsigira Ningde uye Sheng Inogovera 69.02%, uye bhizinesi guru rakatorwa muGuangdong Bang Ping kutonga kwemarara lithium-ion bhatiri, uye rinoisanganisira muchikamu chekubatanidza. Uye zvakare, Green Mei, Huayou Cobalt, China AV Lithium Magetsi uye kumwe kugadzirwa kwebhatiri uye makambani ane hukama ari kushingairira dhizaini yemagetsi lithium-ion bhatiri minda.

Zvakakodzera kutaura kuti iyo ine simba lithium-ion bhatiri kambani inokwikwidza munzvimbo yekudzokorodza, inogona kunge isingangove netarisiro nezve tarisiro yemusika wekudzokorodza, asiwo nekuda kwekukwira kwemitengo yemhando yepamusoro inotungamira kune purofiti kusagadzikana. MuPerformance Express yakaziviswa muna Kukadzi 28, China University yakaratidza kuti kuderera kwekuita kwekambani kwaive nekuti muna 2017, mutengo wemagetsi emagetsi e-lithium-ion mabhatiri aiwanzo kuderera, uye mutengo wezvigadzirwa zvekumusoro wakakwira. Anxin Securities Musi waKurume 13, iyo gross profit margin yeGuoxuan&39;s high-tech dynamic lithium-ion bhatiri bhizinesi yaive makumi matatu nemanomwe.

91% muhafu yekutanga ye2017, pasi pe10.8 muzana yezvikamu zvichienzaniswa ne48.71% muna 2016; Iyo gross profit margin yebhatiri sevhisi muhafu yekutanga ye2017 yaive makumi maviri nemana.

76%, kuderera kwe1,78 muzana zvichienzaniswa ne26,54% muna 2016; iyo gross profit margin yeRilevo simba lithium-ion bhatiri bhizinesi muhafu yekutanga ye2017 yaive 31.

91%, zvichienzaniswa ne2016 39,11% yakadzikira ne7,2 percent.

Musika wekudzokorodza uri panzvimbo yemusika une simba welithium-ion bhatiri, asi Zhang Zhiyong akaudza mutori wenhau weTimes Weekly kuti musika uyu hausati wave musika, iyo nzira yese yekudzokorodza haisati yaumbwa, "dzimwe mota dzemagetsi matsva dzichange dzatengazve Kuzvipira, asi ikozvino zvakazara, vimbiso yekambani yemagetsi ichiri yakaderera, uye kwave nenhamba huru. ". Zvisinei, anocherechedzawo kuti kuvakwa kweiyo dynamic lithium-ion battery recovery system haidzivisiki zvikuru, simba re lithium-ion bhatiri rine kusvibiswa kwakasimba, kupora kusina kunaka, pasinei nokuti iri munharaunda kana kuti nharaunda inokuvadza zvikuru.

Kunyangwe nekufamba kwenguva, panguva yekugadzirwa kwebhatiri, zvigadzirwa zvinogona kudzokororwa, uye kambani ine zvikomborero zvehupfumi. Kubva pamaonero ekambani, kudzoreredza bhatiri haisi musika unotsvaga musika une pundutso, asi rega Nheyo yekumberi kwekupedzisira kweindasitiri ketani. Chii chisina kufuratirwa ndechokuti nyika yangu itsva simba motokari simba bhatiri recycling ane matambudziko akawanda: recycling mitemo uye mirau haina kukwana, kune rumwe rutivi, hurumende haina kupedza simba idzva motokari simba okuchengetera bhatiri recycling inokosha mutemo; kune rumwe rutivi, simba Bhatiri harina kuona kumira, chimiro chebhatiri, bumbiro remapole, yekunze casing zvinhu, nezvimwe.

Iyo tekinoroji yekudzokorora tekinoroji haisati yaitwa. Indasitiri iyi inowanzo tenda kuti nzira inofambiswa nemarara lithium-ion bhatiri recycling nzira, kuparara kwekuchengetedza, kuchengetedza kwezvakatipoteredza, vimbiso yemhando yechigadzirwa uye tekinoroji yekushandisazve richiri dambudziko rakajairika rakatarisana neindasitiri, uye hapana chikonzero chekumisikidza yakazara nzira yekudzokorodza, yakamira yakajairwa hurongwa uye Ine Simba National Engineering Research Center kuve nechokwadi chekuvandudzwa kweiyo simba rethium-ion bhatiri rekudzoreredza indasitiri. Muchokwadi, kubva 2012 State Council yakazivisa kuti "Energy Saving uye New Energy Automotive Industry Development Plan (2012-2020)", madhipatimendi ane hukama nehurumende akazivisa "General Office of State Council pamusoro pekumhanyisa mota nyowani", "motokari dzemagetsi Dynamic Battery Recycling Technology Policy (2015) ".

Musi waFebruary 26, Bazi reIndasitiri uye Ruzivo Tekinoroji, Bazi reIndasitiri uye Ruzivo rweTekinoroji, nezvimwe. Ndiani anosvibisa hurumende izvo zvinoreva kuti makambani ekugadzira magetsi nevagadziri vemotokari vane basa risingaite padambudziko rekudzokorodza mabhatiri e-lithium-ion ane simba. Panyaya iyi, Zhang Zhiyong akaongorora kuti mukuvaka nzira yekudzokorodza yebhatiri remarara, kubatanidzwa kwezvose zvinongedzo pamaketani eindasitiri hazvigoneke.

Hurumende inofanira kutongwa nekambani yemotokari, "kambani yemotokari yakatarisana nevatengi, Icho chinhu chinokosha chekubatanidza magetsi matsva ekugadzira motokari uye vatengi, iyo ndiyo nzira inonyanya kushanda yemakambani emotokari. Nekudaro, panguva yezvikamu zviviri izvi, Chen Hong, mumiriri weNational People&39;s Congress neShanghai Automobile Group, akataura kuti panguva ino, nyika yangu ine simba rethium-ion bhatiri yekudzoreredza mutemo system haina kunzwika zvakakwana, uye fekitori yemotokari yakaoma kuita simba re lithium-ion bhatiri kune ese anotengeswa mota. Iyo mota nyowani inotengesa huzere hwehupenyu kutenderera manejimendi ekupedzisira kudzokorodza.

"Zvinokurudzirwa kuti udzidze kudzoreredza kudzoreredzwa kwemotokari nyowani simba, zvishoma nezvishoma kubviswa kwehunyanzvi kumashure, makambani ane hushamwari". Panyaya yekudzokorodza mabhatiri e-lithium-ion ane simba, parizvino pane zvakakosha zvekuongorora indasitiri yemumba, kusanganisira kushandiswa kwenhanho, kushandiswa patsva, nezvimwe. Mabhatiri emarara anoendeswa kune disassembly, anobvisa zvigadzirwa, tsvina isingakuvadze kurapwa uye zvimwe zvinogoneka kushandiswa zvinongedzo.

Zvakakosha kucherechedza kuti kunyangwe mari zhinji ichipinda munzvimbo yekudzokorodza, kubva mukusimudzirwa kwazvino kweindasitiri, kuchine nguva pfupi. Zhang Zhiyong akati muThe Times Weekly mutori wenhau kuti "musika unogona kuumbwa kuti uone misika yose yemotokari yemagetsi, kana inosvika mamiriyoni ekugadzirwa uye kutengesa pagore, kukura kwemusika wekugadzirisa zvakare hakuna dambudziko, asi makore maviri kana matatu anotevera Kwete panguva ino ". .