Inganda nshya z’imodoka z’ingufu z’Ubushinwa zavuye mu cyiciro cya mbere cyatewe na politiki, yiganjemo inkunga za leta, kandi zinjiye mu cyiciro cy’ubucuruzi gishingiye ku isoko, gitangiza igihe cyiza cy’iterambere.
Nka kimwe mubicuruzwa byingenzi bya tekiniki yimodoka nshya zingufu, nizihe terambere ryigihe kizaza za bateri zamashanyarazi, ziterwa na politiki ya karubone ebyiri yo kubahiriza karubone no kutabogama kwa karubone?
Ubushinwa bwimodoka zikoresha ingufu za selile nuguhindura ibisanzwe
Dukurikije amakuru yaturutse mu Bushinwa Amashanyarazi Y’amashanyarazi,amashanyaraziumusaruro muri Nyakanga yose hamwe yari 47.2GWh, yiyongereyeho 172.2% umwaka ushize na 14.4% bikurikiranye. Nyamara, ibyashizweho byashyizweho byari bidasanzwe, hamwe byose hamwe byashizweho 24.2GWh gusa, byiyongereyeho 114.2% umwaka ushize, ariko byagabanutseho 10.5% bikurikiranye.
By'umwihariko, imirongo itandukanye yikoranabuhanga ya bateri yingufu, igisubizo nacyo kiratandukanye. Muri byo, kugabanuka kwa ternarybateribiragaragara cyane, ntabwo umusaruro wagabanutseho 9.4% umwaka-ku-mwaka, ishingiro ryashyizweho ryaragabanutse kugera kuri 15%.
Ibinyuranyo, ibisohoka byabateri ya lithium feryari ihagaze neza, iracyashobora kwiyongera kuri 33.5%, ariko base yashizweho nayo yagabanutseho 7%.
Ubuso bwamakuru bushobora gutondekwa kuva ku ngingo 2: abakora bateri ubushobozi bwo gukora burahagije, ariko ibigo byimodoka byashizeho ubushobozi ntibihagije; ternary lithium ya batiri isoko kugabanuka, lithium fer fosifate nayo iragabanuka.
BYD igerageza guhindura imyanya yayo munganda zamashanyarazi
Ihinduka rya mbere mu nganda zikoresha amashanyarazi ryabaye mu 2017. Muri uyu mwaka, Ningde Time yatsindiye ikamba rya mbere ku isi n’umugabane wa 17% ku isoko, naho ibihangange mpuzamahanga LG na Panasonic byasigaye inyuma.
Mu gihugu, BYD, yahoze igurisha imyaka myinshi, nayo yagabanutse igera ku mwanya wa kabiri. Ariko kugeza ubu, ibintu bigiye guhinduka.
Muri Nyakanga, BYD yagurishije ukwezi yageze ku rwego rwo hejuru. Hamwe n’umwaka-mwaka wiyongereyeho 183.1%, BYD yagurishije muri Nyakanga muri Nyakanga igera ku 160.000, ndetse irenga inshuro eshanu zose hamwe hamwe n’amasosiyete atatu ya Weixiaoli.
Ni ukubera kandi ko hariho imbaraga, Batiri ya Fudi isimbuka, yongeye kuva muri batiri ya lithium fer fosifate yashyizwe mubijyanye nubunini bwimodoka, gutsindwa imbonankubone Ningde Times. Ikigaragara ni uko ingaruka ya BYD izana intambwe nshya ku isoko rya batiri ikomeye.
Mu gihe gishize, Umuyobozi wungirije wa BYD Group akaba n’umuyobozi w’ikigo cy’ubushakashatsi bw’ubushakashatsi bw’imodoka, Lian Yubo, mu kiganiro na CGTN yagize ati: "BYD yubaha Tesla, kandi ni n'inshuti nziza na Musk, kandi yahise yitegura gutanga bateri muri Tesla nka neza. "
Niba uruganda rukomeye rwa Tesla Shanghai amaherezo ruzakira ibikoresho bya batiri ya BYD blade, ikizwi ni uko BYD yatangiye guca buhoro buhoro muri cake ya Ningde.
Amakarita atatu ya Ningde Times
Mu nama y’amashanyarazi ku isi, Umuyobozi wa Ningde Times, Zeng Yuqun yagize ati: "Batiri itandukanye n’amavuta, umubare munini w’ibikoresho bya batiri urashobora kongera gukoreshwa, kandi igipimo cy’ibicuruzwa cya Ningde Times nikel-cobalt-manganese kigeze kuri 99.3% , na lithium igeze hejuru ya 90%. "
Nubwo abantu babireba, abagera kuri 90% yikigereranyo cyo gutunganya ibintu ntabwo ari ibintu bifatika, ariko kubiranga Ningde Times, mubijyanye no gutunganya bateri, ariko kandi birahagije kugirango babe abashinzwe amategeko yinganda.
Batteri ya Ningde Times M3P ni ubwoko bwa batiri ya lithium manganese fer fosifate, kandi amakuru yegereye iki kibazo yerekanye ko Ningde Times izabageza kuri Tesla mu gihembwe cya kane cy'uyu mwaka ikanabiha ibikoresho mu cyitegererezo cya Model Y (72kWh bateri) .
Niba ingaruka zayo zishobora gusimbuza bateri ya lithium fer fosifate kandi igahiganwa na bateri ya lithium ya ternary mubijyanye n'ubucucike bw'ingufu, noneho Ningde Times irakomeye kandi igomba kugaruka.
Muri Werurwe uyu mwaka, Ikoranabuhanga rya Aviata ryatangaje ko ryarangiye icyiciro cya mbere cy’ingamba zo gutera inkunga no guhindura amakuru y’inganda n’ubucuruzi, ndetse n’itangizwa ry’inguzanyo. Amakuru y’ubucuruzi yerekana ko nyuma yo kurangiza icyiciro cya mbere cy’inkunga, Ningde Times yabaye ku mugaragaro ku mwanya wa kabiri mu banyamigabane ba Aviata Technology bafite 23,99%.
Ku rundi ruhande, Zeng Yuqun, yigeze kuvuga ku isura ya Aviata ko azashyira ikoranabuhanga ryiza rya batiri, kuri Aviata. Kandi indi mpande yaciwe, Ningde Times ishoramari muri Aviata iki gikorwa, birashoboka kandi guhisha ibindi bitekerezo.
Umwanzuro: Inganda zikoresha ingufu za batiri zashyizweho kugirango zivugurure bikomeye
"Kugabanya ibiciro" ni agace hafi yinganda zose zibandaho mugutezimbere bateri, kandi ntabwo ari ingenzi kurenza ubwinshi bwingufu.
Kubireba imigendekere yinganda, niba inzira yikoranabuhanga igaragaye ko ihenze cyane, hagomba kubaho umwanya wizindi nzira zikoranabuhanga zitera imbere.
Amashanyarazi akomeje kuba inganda aho ikoranabuhanga rishya rigaragara igihe cyose. Ntabwo hashize igihe kinini, Wanxiang Umwe Babiri Batatu (izina ryahindutse nyuma yo kugura A123) yatangaje ko ryateye intambwe nini muri bateri zose zikomeye. Nyuma yimyaka myinshi yisinzira kuva yagurwa, isosiyete yaje kugaruka mubapfuye ku isoko ryUbushinwa.
Ku rundi ruhande, BYD yatangaje kandi ko ipatanti nshya ya batiri nshya "itandatu" ivugwa ko ifite umutekano kuruta "bateri ya blade".
Mu bakora bateri yo mu cyiciro cya kabiri, VN Technology yazamutse cyane hamwe na bateri zoroshye zipakira, Tianjin Lixin yabonye umusaruro mwinshi wa batiri ya silindrique, tekinoroji ya Guoxuan iracyakomeza, kandi Yiwei Li-ingufu ikomeje gukina Ingaruka ya Daimler.
Amasosiyete menshi y’imodoka atagira uruhare muri bateri y’amashanyarazi, nka Tesla, Urukuta runini, Azera na Volkswagen, na byo biravugwa ko bizagira uruhare mu gukora no guteza imbere bateri y’amashanyarazi ku mipaka.
Isosiyete imwe imaze guca muri mpandeshatu idashoboka yimikorere, ikiguzi numutekano icyarimwe, bizasobanura ivugurura rikomeye mubikorwa byingufu za batiri kwisi.
Igice cyibirimo kiva muri: Gusubiramo interuro imwe: Batiri yingufu za Nyakanga: BYD na Ningde Times, hagomba kubaho intambara; Imari ya Gingko: bateri yingufu imyaka mirongo itatu yo kurohama; ibihe bishya byingufu - Ningde Times irashobora rwose kuba ibihe?
Igihe cyo kohereza: Kanama-30-2022