What do you think about the use of the market with the use of the market with the driving force

Umbhali :Iflowpower-UMboneleli weSikhululo saMandla esiphathwayo

Ukurisayikilishwa kunye neleli yebhetri ye-lithium-ion eguqukayo ibalwe ngokupheleleyo kulo nyaka. Ukususela kwi-2009, ukususela ngo-2009, ukususela ngo-2009, ukuphinda kusetyenziswe kunye nokusetyenziswa kweleli yeebhetri ze-lithium-ion eziguquguqukayo zikhankanyiwe ngamaxesha amaninzi, kodwa zigcinwe ngenxa yokuba kukho iingxaki kwiimarike. Owona mzekelo uqhelekileyo ngowe-2002, umbhali wagunyaziswa yi-NTTDocomo, eJapan, kwaye wafunda ukuba ileli yebhetri ye-lithium-ion eguquguqukayo isetyenziselwa ukugcinwa kwamandla kwisikhululo samandla, kodwa ngenxa yokuba amandla emakethe ye-lithium-ion ibhetri incinci kakhulu. Ukuhambelana kwebhetri kupheliswa.

Ingxaki, njl.njl. Nangona kunjalo, ukususela ngo-2017, kunye nokuqhubela phambili kwesigaba sokuphuma kwamandla e-lithium-ion ibhetri inyathelo ngesinyathelo kunye nexabiso elikhulayo le-cobalt lithium, ukuphinda kusetyenziswe iibhetri ze-lithium-ion zasekhaya kunye neleli isebenzisa inani elikhulu. yeeprojekthi, leyo evela kumbhali Unikezelo ngokutsha yenkampani kunye ileli isebenzisa iprojekthi utyalo-mali lokwenyani uphando amava enxulumene inokuvakala ngokucacileyo, inani elikhulu leenkampani sele ziqalisile ukubeka kuhlaziyo lweebhetri ze-lithium-ion kunye neeprojekthi zokusetyenziswa kweleli. Umbhali ukholelwa ukuba uphuhliso loshishino lukwayi-prefecture ye-prefecture kwaye, kusetyenziso lwemizi-mveliso yamandla e-lithium-ion ibhetri yokuphinda isetyenziswe kunye neleli, kufuneka kubekho inkxaso, indawo yokuthengisa eyaneleyo, imodeli yengeniso ecacileyo, indlela yobugcisa enokwenzeka ukhuphiswano lwemarike olungenamsebenzi.

okusingqongileyo. Kweli phepha, umbhali uya kuxoxa ngokutsha kunye neleli yebhetri ye-lithium-ion yamandla ukusuka kule miba ingentla. Okokuqala, njengeshishini kumanqanaba okuqala ophuhliso, ukuxhaswa kwemigaqo-nkqubo kubalulekile.

Ekuphenduleni kumashishini e-lithium-ion ibhetri yokuvuselela ibhetri, imimiselo yomgaqo-nkqubo kwinqanaba likazwelonke ilungile. Kwinqanaba elisemgangathweni kunye nomgangatho, ushishino oludibeneyo lwekomiti esemgangathweni yesizwe yenzelwe ukuqulunqa "iMimiselo yoKuchithwa ngokutsha kunye nokuSetyenziswa kweCar Power Lithium Ion Battery", "Car Power Lithium Ion Battery Recycling Sub-energy Test" kunye nezinye lithium- Umgaqo-nkqubo woshishino wokurisayikilisha kombane, kwixesha elizayo uya kwenza izikhokelo ezithile ezityebileyo zothutho lokupakisha, ukusetyenziswa kweleli, ukukhutshwa, ukuchithwa, izinto, iimeko zokusetyenzwa, kunye neminye imiba emininzi. Kwinqanaba lomgaqo-nkqubo, urhulumente uye waqulunqa inani lemigaqo-nkqubo yezoshishino, imimiselo yoshishino kunye neeprojekthi zokubonisa iiprojekthi ezinxulumene namandla e-lithium-ion ibhetri yokuphinda isetyenziswe ukukhuthaza uphuhliso lwe-lithium-ion ye-betri recycling.

Nangona ukurisayikilishwa kweebhetri ze-lithium-ion eziguquguqukayo kunomsebenzi omninzi ekufuneka uphuculwe, inkuthazo karhulumente yokukhuthaza uphuhliso loshishino yimfuneko ebalulekileyo ekufikeni kweprojekthi. Eli nqaku livela kumbhali kwiminyaka yakutshanje ukuphuhlisa ucwangciso lwemizi-mveliso kurhulumente wasekhaya, oorhulumente basekhaya baya kufaka ukubuyiswa kweebhetri ze-lithium-ion ezinamandla ekucwangciseni amashishini anamandla amatsha ekugxininiseni kwawo uphuhliso, kuthathwa njengemfuno yoshishino lwamandla olutsha kunye nesetyhula. ishishini loqoqosho. Inqanaba lokunyuka, alithandabuzi njengangaphambili, lingcolisa okusingqongileyo, linexhala lokuba ayinakuphumelela kuvavanyo lokusingqongileyo lweprojekthi.

Okwesibini, indawo yemarike eyaneleyo. Oku akuthandabuzeki, kwaye umbhali ulinganise ubungakanani bemarike yoshishino kwiimeko ezahlukeneyo kunye neeprojekthi zophando ezahlukeneyo kwiimeko ezahlukeneyo kunye neeprojekthi zophando ezahlukeneyo. Ngokutsho kwedatha yophando, i-2020 izithuthi zamandla amatsha ziya kudlula i-120GWh, ngaphezu kwe-210GWh, i-2022, eya kudlula i-70% ye-NCM ternary battery kwi-2022.

Ubomi benkonzo efanayo yebhetri ye-lithium-ion eguquguqukayo (ukunciphisa ukuya kwi-80%) imalunga neminyaka emi-4, emva koko ibhetri efakiweyo ngo-2014 iya kuzisa i-tide yokuphelisa emva ko-2018, kunye nokubuyiselwa kwebhetri yelithium-ion yelizwe lam. ukufikelela 25.7. Ishumi lamawaka eitoni, lafikelela kwiitoni ezingama-422,000 ukuya kwi-2020, kunye nokunyuka okutsha ngokuthe ngcembe kwe-inshurensi yemoto yombane, inani leebhetri ze-lithium-ion ezisusiweyo ziya kuqhubeka zikhula.

Ngoko ke, umbhali ukholelwa ukuba umba yenani leebhetri zenkunkuma ezithintela iprojekthi yokubuyisela ibhetri ye-lithium-ion iya kusingatha ngokuthe ngcembe, kwaye uqoqosho lwesikali luya kubonakala ngokuthe ngcembe kwiprojekthi yebhetri ye-lithium-ion entsha. Kwakhona, nayiphi na iprojekthi kufuneka ibe yimodeli ecacileyo yenzuzo. Ukuphendula kwiprojekthi yokubuyisela ibhetri ye-lithium-ion, okwangoku kunqweneleka ukuphinda kusetyenziswe ukuchithwa kunye nokusetyenziswa kweleli kwizisombululo ezimbini.

Ngeendlela ezimbini zeenzuzo zoqoqosho, umbhali ukwabale kwizifundo ezininzi ezinokwenzeka zeprojekthi, kwaye iziphumo zokubala zibhengeze ukuba ibhetri ye-lithium-ion enemigangatho emithathu yatsalwa ngokuqhaqha i-lithium, i-cobalt ngokuqhaqha isinyithi esinqabileyo esinjenge-nickel-cobalt manganese. . Izinto ezifana ne-nickel, manganese, ubhedu, i-aluminiyam, igraphite, i-diaphragm, ngokwethiyori ziqonda iinzuzo zoqoqosho ezimalunga ne-429 yezigidi zeeyuan ngetoni nganye (olu tshintsho lwedatha ngamaxabiso esinyithi), ngaloo ndlela lwenza ukuba kube nokunokwenzeka kwezoqoqosho. Ibhetri ye-ion ye-iron phosphate ye-lithium inokufikelela kuphela kwiinzuzo zoqoqosho malunga ne-0.

I-93 yezigidi ze-yuan ngetoni nganye ngokuchithwa okulahliwe, kwaye kunzima ukugqithisa iindleko zayo zokubuyisela, ngoko ibhetri ye-ion ye-lithium ifaneleka ngakumbi kwileli. Ukusuka kubukhulu bemarike, ubungakanani bemarike bubonke bamandla elizwe lam i-lithium-ion yokubuyisela ibhetri kunye nokudilizwa kunye nokusetyenziswa kweleli kuya kufikelela kwi-6.68 yeebhiliyoni zeeyuan, kwaye isikali semarike sisonke siya kufikelela kwi-131 yeebhiliyoni zeeyuan ukuya ku-2022.

Ngokubola ubungakanani bemarike yeleli kunye nokubuyiselwa kwe-disassembly, ubungakanani bemarike yeleli bukhulu kakhulu kunokuchithwa kokubuyisela. Ke, ileli isebenzisa imarike ukuba kukho indawo eyaneleyo yokuchitha iibhetri ezininzi ezisetyenzisiweyo? Kule ngxaki, umbhali ubala kwakhona iindidi ezininzi ezinokuthi zisetyenziswe kwiibhetri ze-lithium-ion zesibini, kwaye kukugcinwa kwamandla, i-low-speed electric Cavings efana neemoto, iibhayisikili zombane. Kwimakethi yokugcina amandla, ngokwedatha yesimo sezulu, ngo-2020, imarike yogcino lwamandla yelizwe lam iya kufikelela kwi-14.

I-1GWH, kude kube ngu-2022, kwaye indawo yokugcina amandla iya kufikelela kwi-20.6GWH. Ukuphendula kwimarike yemoto yombane enesantya esiphantsi, kulindeleke ukuba imveliso yemoto yombane yelizwe lam ephantsi iya kufikelela kwizigidi ezi-3 kunye nezigidi ezi-5, kwaye imfuno yeebhetri ze-lithium-ion iya kufikelela kwi-9.

I-6GWH kunye ne-28.0GWH, ngokulandelanayo. Ukuphendula kwimarike yebhayisikili yombane, kulindeleke ukuba imveliso yebhayisiki yombane yelizwe lam iya kufikelela kwi-41 yezigidi kwi-2020, apho i-lithium-electric version iya kufikelela ngaphezu kwe-1 yezigidi, imfuno yeebhetri ze-lithium-ion iya kufikelela kwi-4.

3GWH. Ezi zikhoyo ze-lithium-market zingasetyenziswa kwithiyori yamandla e-lithium-ion iibhetri ezidla umhlala-phantsi ukunciphisa iindleko. Ngokweendlela zobugcisa.

Ukurisayikilishwa kwebhetri ye-lithium-ion kufuneka ibandakanye inkqubo yokusonjululwa kwangaphambili efana nokukhupha, ukudilizwa, ukucolwa, ukuhlenga-hlengiswa, kwaye emva koko kwahlule izinto ezilungileyo nezingalunganga ze-electrode yebhetri, indlu yesinyithi, okanye into enjalo, emva koko idlule. ngokusebenzisa inkqubo ethile yokubuyisela ukufumana isinyithi esixabisekileyo. Izinto eziphathekayo. Nangona umbhali engeyiyo imvelaphi yobugcisa, uyacetyiswa ukuba afundise iteknoloji yasekhaya neyangaphandle kwiminyaka emininzi.

Ngokusisiseko, ukuchithwa ngokutsha kwebhetri ye-lithium-ion eguqukayo akunamiqobo mikhulu, kwaye itekhnoloji yokudilizwa ikhulile. Ukuphelisa umthetho wendalo, indlela yekhemikhali kunye nomthetho webhayoloji, njl. njl., apho indlela yebhayoloji ikwinqanaba lokuqala, kunye nomthetho wendalo kunye nendlela yeekhemikhali zikhulile ngokwentelekiso, kunye nenkqubo yokubuyisela ukuqhawulwa iyafana.

Ngoko ke, umbhali unenkxalabo yokuba ukubuyiswa kwakhona kwebhetri ye-lithium-ion eguquguqukayo ayikho imiqobo. Ekugqibeleni, uphuhliso lweshishini eliguqukayo le-lithium-ion yokubuyisela ibhetri kufuneka libe nommandla okhuphisanayo. Ngokwangoku, ukuthatha inxaxheba kwiibhetri ezinamandla ze-lithium-ion eziphinda zisetyenziswe ukudilizwa kunye nokusetyenziswa kweleli kwizifundo zokhuphiswano kubandakanya iindidi ezintathu ezibandakanya iinkampani zokulungisa izithuthi, iinkampani zokulungisa ibhetri kunye neenkampani ezinobuchule zomntu wesithathu.

Umbhali uhlala ekholelwa ukuba eyona nto ibaluleke kakhulu ekunqumeni impumelelo yebhetri yokuphinda isetyenziswe kunye nempumelelo yeprojekthi yitshaneli. Ke ngoko, ekuhambeni kwexesha, kuyenzeka ngenene ukwenza iqumrhu eliphambili elikhuphisanayo elenza ukuba ishishini le-lithium-ion lokuphinda lisetyenziswe ibhetri kufuneka libe yinkampani enezibonelelo ezikhuphisanayo kutshaneli bokurisayikilisha. Ngoko ke, ngexesha elifutshane, iinkampani zebhetri kunye nesithuthi zinenzuzo ethile kwiitshaneli, kodwa kwixesha elide, kunokwenzeka ukuphumeza umzimba oyintloko wetshaneli yokubuyisela ibhetri ukuba ibe yinkampani yesithathu yokuphinda isetyenziswe.

Ke ngoko, umbhali unethemba elingakumbi malunga neenzuzo zokukhuphisana zeenkampani zomntu wesithathu zokuphinda zisetyenziselwe ukusetyenzwa kwakhona kunye nokusetyenziswa kweebhetri ze-lithium-ion ezinamandla. Nangona ibhetri ye-lithium-ion eguquguqukayo yokubuyisela kunye nokusetyenziswa kweleli kushishino kuseneengxaki ezininzi, kodwa kuyo nayiphi na imboni, ukuba konke okungaqinisekiyo kulindelwe, akuyi kubakho amathuba angcono otyalo-mali, kunye nokuvela kwawo nawaphi na amathuba otyalo-mali Zonke zifanelekile. kumgwebo ochanekileyo wangaphambili wamashishini angacocekanga kwixesha elizayo. Ngoko ke, umbhali uqikelela ngesibindi iminyaka emithathu ye-2018 ukuya kwi-2020 iya kuba yithuba lokutshala imali yeprojekthi ye-lithium-ion yokubuyisela ibhetri, kwaye inzuzo yangempela yeprojekthi iya kufakwa kwi-2020.