Ukuhola:

Ngokusho kwabezindaba zakwamanye amazwe, i-LG New Energy icabanga ukwakha amafekthri amabili e-United States futhi izotshala imali engaphezu kuka-US$4.5 billion emisebenzini yokukhiqiza yase-US ngo-2025;AbakwaSamsung SDI bacubungula ukutshala imali elinganiselwa ezigidini ezingama-300 ewiniwe ukuze bakhulise ukuphuma kwebhethri embonini yabo yebhethri i-Tianjin.AbakwaSamsung SDI bahlela nokutshala imali eyizigidigidi ezingama-942 embonini yabo yebhethri yaseHungary ngo-2021;ISouth Korea SKI iphinde yamemezela ukuthi izotshala imali eyi-1.3 trillion ewinile ukwakha imboni yayo yesithathu yamabhethri eHungary.

Ngokwemibiko yabezindaba yakwamanye amazwe, ngoMashi 11, i-LG Energy Solution (ebizwe kamuva ngokuthi yi-LG New Energy), inkampani engaphansi kwe-LG Chem, yathi icabanga ukwakha amafekthri amabili e-United States futhi izotshala imali engaphezu kuka-US $ 4.5 billion. imisebenzi yayo yokukhiqiza e-United States ngo-2025. , Ingangeza imisebenzi engu-4,000.

I-LG New Energy ithe ukutshalwa kwezimali kungakhuphula amandla ayo okukhiqiza ibhethri e-United States ngo-70GWh, kodwa yenqaba ukudalula indawo yesitshalo esisha, yathi kuphela ukuthi izonquma indawo yesitshalo engxenyeni yokuqala yalo nyaka.

Muva nje, ngokusho kwemibiko yabezindaba yangaphandle, abantu ababili abajwayelene nalolu daba baveze ukuthi i-LG New Energy ihlela ukuqala ukukhiqiza amabhethri ayo athuthukisiwe angu-4680 e-Tesla ngo-2023, futhi icabanga ukwakha izisekelo zokukhiqiza e-United States naseYurophu.

NgoLwesine olwedlule nje (February 4) iGeneral Motors ithe icabanga ukusebenzisana nozakwabo webhizinisi elihlanganyelwe laseNingizimu Korea i-LG Chem ukwakha imboni yesibili yamabhethri e-United States.Kulindeleke ukuthi ikhiphe isinqumo ngoJuni.

I-GM iqinisekise ukuthi ngebhizinisi layo elihlanganyelwe le-Ultium Cells LLC, “ixoxa ngokuthi kungenzeka yini ukwakha isikhungo sokukhiqiza amabhethri esithuthuke kakhulu sesibili e-United States” nge-LG New Energy.

Ngokusho kwabantu ababili abalwazi kahle lolu daba, iGM neLG Chemical basezingxoxweni ezijulile nezikhulu zaseTennessee mayelana nokwakhiwa kwalesi sikhungo, okulindeleke ukuthi sibe eduze kwesikhungo sokuhlanganisa sakwaGM eSpring Hill.Usayizi wesikhungo esisha uzofana nesikhungo saso samabhethri esihlanganyelwe esingu-$2.3 billion e-Lordstown, e-Ohio, esakhiwayo njengamanje.

Ngaphezu kwalokho, muva nje, i-Hyundai Motor imemezele ukuthi ngenxa yengozi yomlilo, izokhumbula ngokuzithandela izimoto zikagesi ezihlanzekile ze-82,000 emhlabeni wonke futhi ithathe indawo yonke iphakethe lebhethri.NgoMashi 5, ngokwemibiko yabezindaba yaseKorea, iHyundai Motor ne-LG Chem bavumile ukwabelana ngezindleko zokubuyiswa kwezimoto zikagesi ezingama-82,000 ukuze zishintshwe amabhethri ngesilinganiso esingu-3:7.Ukubuyiselwa emuva kulinganiselwa ku-1.4 trillion won (cishe amabhiliyoni ayi-8 awiniwe).Yuan Renminbi).

Ngaphezu kwe-LG Chem, izinkampani zamabhethri zaseNingizimu Korea i-Samsung SDI kanye ne-SKI nazo zimemezele ngokulandelana izindaba zokunwetshwa kokukhiqiza kulo nyaka.

Ngokwemibiko yabezindaba yangaphandle, ngoMashi 9, imithombo yembula ukuthi i-Samsung SDI iphinde icabange ukutshala imali engaba yizigidi eziyizinkulungwane ezingama-300 ukuze kwandiswe ukukhishwa kwebhethri kwesitshalo sayo sebhethri iTianjin ukuze kuhlangatshezwane nezidingo zemakethe yokuhamba kagesi.Imithombo ithe i-Samsung SDI ingase iqale ukukhulisa imboni yayo kulo nyaka, futhi ukugxila kwayo kungase kukhulise amandla okukhiqiza amabhethri angama-cylindrical ukuhlangabezana nesidingo esikhulayo saseChina.

NgoFebhuwari walo nyaka, abezindaba bakwamanye amazwe babike ukuthi i-Samsung SDI iphinde ihlele ukutshala imali eyizigidi eziyizinkulungwane ezingu-942 (amaRandi ayizigidi ezingu-849) endaweni yayo yebhethri yaseHungary ngo-2021. Lokhu kutshalwa kwezimali kuzosetshenziselwa ukwandisa umthamo wesitshalo sokuqala sebhethri esifundeni (kusuka 30GWh kuya ku-40GWh).) Futhi yakha isitshalo sayo sesibili sebhethri e-Hungary.

ISouth Korea SKI iphinde yamemezela ngoJanuwari 29 ukuthi izotshala imali eyi-1.3 trillion won (cishe amaRandi ayizigidi eziyizinkulungwane eziyi-1.16) ukuze kwakhiwe indawo yesithathu yamabhethri eHungary.I-SKI ithe isitshalo sayo sesithathu e-Hungary kuzoba iphrojekthi yesikhathi eside.Ngo-2028, isamba sokutshalwa kwezimali kulesi sikhungo sizofinyelela ku-2.6 trillion won.

Ngaphambi kwalokhu, i-SKI yakha indawo yokuqala yebhethri e-Comeroon, e-Hungary, enamandla onyaka angu-7.5GWh, kanti indawo yesibili yebhethri isakhiwa, inamandla onyaka angu-9GWh.

Umthamo wamanje wokukhiqiza wonyaka womhlaba wonke we-SKI cishe u-40GWh, futhi umgomo wawo uwukukhulisa umthamo wokukhiqiza ufinyelele cishe ku-125GWh ngo-2025.

Ngokwezibalo zakamuva zemakethe yebhethri lamandla omhlaba ngo-2020 ezikhishwe yisikhungo sokuhlaziya saseNingizimu Korea i-SNE Research, umthamo ofakwe emhlabeni wonke wamabhethri kagesi ezimotweni zikagesi uzofinyelela ku-137GWh ngo-2020, okuwukunyuka konyaka ngonyaka ngo-17%.

Phakathi kwazo, i-LG Chem ikleliswe endaweni yesibili emhlabeni ngomthamo ofakiwe we-31GWh, i-Samsung SDI ikleliswe endaweni yesihlanu emhlabeni ngomthamo ofakiwe we-8GWh, kanti i-SKI yaseNingizimu Korea ikleliswe endaweni yesithupha emhlabeni ngomthamo ofakiwe we-7GWh.

Ngokwemibiko yabezindaba yaseNingizimu Korea, i-LG Chem, i-Samsung SDI, kanye ne-SK innovation ndawonye ibalwe ku-30.8% wemakethe yomhlaba wonke yokusebenzisa amabhethri ezimoto zikagesi ezithengiswa ngoJanuwari walo nyaka.Ngaphezu kwalokho, ngokusho kwedatha yakamuva ekhishwe yi-China Automotive Power Battery Industry Innovation Alliance ngo-March 11, ekubekweni kwezinkampani zebhethri zamandla ezwe lami mayelana nomthamo wokulayisha ngoFebhuwari, okuwukuphela kwenkampani yaseKorea ohlwini, i-LG Chem, ikleliswe endaweni yesithathu.

Ngaphezu kwalokho, muva nje, isikhungo socwaningo i-EVTank kanye ne-China Battery Industry Research Institute ngokuhlanganyela bakhiphe “Iphepha Elimhlophe Lokuthuthukiswa Kwemboni Yezimoto Zamandla Entsha YaseChina (2021).”Imininingwane yamaphepha amhlophe ikhombisa ukuthi ngo-2020, ukuthengiswa kwezimoto ezintsha emhlabeni wonke kuzofinyelela ezigidini ezingama-3.311, okuwukukhula konyaka ngonyaka ngama-49.8%.Iphepha elimhlophe libikezela ukuthi ukuthengiswa komhlaba wonke kwezimoto zamandla amasha kuzofinyelela ezigidini eziyi-16.4 ngo-2025, futhi izinga lokungena lilonke lizodlula ama-20%.Mayelana namabhethri kagesi, izibalo zephepha elimhlophe zikhombisa ukuthi ngo-2020, ukuthunyelwa komhlaba wonke kwamabhethri kagesi ezimotweni zamandla amasha kuzofinyelela ku-158.2GWh, kanti isidingo samabhethri kagesi kulindeleke ukuthi sifinyelele ku-919.4GWh ngo-2025.

Ngokulindelwe okuhle, kuyeza umjikelezo omusha wokunwetshwa kwebhethri lamandla.Ngaphezu kwezinkampani zamabhethri zaseKorea, izinhlobo ezizimele zamabhethri zasekhaya ezimelelwe inkathi ye-Ningde nazo zisheshisa ukunwetshwa kwazo, futhi zizoshayela imishini, izigxobo ezinhle nezingezinhle.Ukunwetshwa kwamandla ochungechunge lwezimboni okuhlanganisa izinto zokwakha, izinsiza ze-cobalt-lithium ezikhuphukayo, ama-electrolyte, ama-diaphragms, ama-foil ethusi, nama-aluminium foil.