Umncintiswano wethrekhi yebhethri ye-LFP "ubuqhawe"

Iibhethri ye-lithium iron phosphateimakethe iye yashuba kakhulu, futhi ukuncintisana phakathiibhethri ye-lithium iron phosphateizinkampani nazo sezishubile.

Ekuqaleni kuka-2022,amabhethri e-lithium iron phosphateizotholwa ngokuphelele.Ngaso leso sikhathi, ukuncintisana phakathi kwezinkampani zebhethri ye-lithium iron phosphate kuye kwaqina nakakhulu.

NgoJanuwari, ukukhishwa kwamabhethri kagesi kwakungu-29.7GWh, lapho ukukhishwa kwamabhethri e-li-ion kwaba ngu-10.8GWh, ukukhuphuka konyaka ngonyaka ka-57.9%, okubalelwa ku-36.5% wesamba esiphelele;umphumela weamabhethri e-lithium iron phosphateibingu-18.8GWh, okuwukukhula konyaka nonyaka ngama-261.8%, okubalelwa ku-63.3% wawo wonke umkhiqizo.

Eqinisweni, kusukela ngoJulayi 2021, umthamo ofakiwe weamabhethri e-lithium iron phosphateidlule eyamabhethri e-li-ion izinyanga eziyisikhombisa zilandelana.

Isizathu siwukuthi amamodeli athandwayo afakweamabhethri e-iron-lithiumnjengeModel 3, BYD Han kanye neHongguang Mini EV baqhubekisele phambili ukwanda komthamo ofakiweamabhethri e-iron-lithium;ngo-2021, uxhaso luzoncishiswa kakhulu, futhi ezinye izimoto ezincane zizoshintshela ezindleko eziphansi.amabhethri e-lithium iron phosphate.

Ngo-2021, umthamo ofakiwe wamabhethri wamandla we-li-ion cishe u-73.90GWh, ukwanda konyaka ngonyaka ngama-87%;umthamo ofakiwe weamabhethri e-lithium iron phosphate amandlacishe i-65.37GWh, ukukhuphuka konyaka ngonyaka ngama-204%.Kulindeleke ukuthi ngo-2022, umthamo ofakiwe weamabhethri e-lithium iron phosphateizodlula eyamabhethri e-li-ion.

Kuyaphawuleka ukuthi iibhethri ye-lithium iron phosphateimakethe iye yashuba kakhulu, futhi ukuncintisana phakathiibhethri ye-lithium iron phosphateizinkampani nazo sezishubile.

1. I-Lithium iron phosphateayikakha isimo esibusayo.

Uma kuqhathaniswa nobuholi bephutha benkathi ye-Ningde emakethe yebhethri ye-li-ion, igebe eliphakathiibhethri ye-lithium iron phosphateizinkampani azikanwebi.

Idatha yangoJanuwari yabonisa ukuthi umthamo wasekhaya wokulayisha we-CATL wawungu-3.96GWh, BYD 3.24GWh, Guoxuan Hi-Tech 0.87GWh, kanye nokulandelela i-Yiwei Lithium Energy 0.21GWh.

Ngasikhathi sinye, ngo-2022, i-China Innovation Aviation izophendukela kuyoamabhethri e-lithium iron phosphate, kanye ne-Honeycomb Energy izoqalisai-lithium iron phosphateamabhethri amafushane, azophinde abe namathuba aphezulu okuthola ingxenye yemakethe.

2. Ukushoda kwe-lithium carbonate kanye nentengo ekhuphukayo kuzophinde kuhlole uchungechunge lokuhlinzeka kanye namandla okulawula izindleko ezinkampani zamabhethri.

Kusukela ngo-February 18, intengo emaphakathi yebhethri-grade lithium carbonate inyukele ku-430,000/ton, okuwukukhuphuka okungaphezu kuka-43% kusukela kumanani ajwayelekile angu-300,000/ton ngoSuku Lonyaka Omusha.

Ngesikhathi esifanayo, ukushoda jikelelei-lithium iron phosphateizinto zokwakha azincishisiwe.Ngaphansi kokwenziwa kwezinto eziningi, izindleko zeamabhethri e-lithium iron phosphatelikhuphukile, futhi igebe lentengo ngamabhethri e-ternary liye lancipha nakakhulu.

Ukuthi ukuhlinzekwa kwezinto ezingavuthiwe kungaqinisekiswa yini, inzuzo yezindleko iyagcinwa, kanye nokuhlinzekwa okuzinzile kwezinkampani zezimoto nakho kuzoba nomthelela omkhulu ekwabelweni kwemakethe yezimoto.ibhethri ye-lithium iron phosphateizinkampani.