Kubatsirwa kubva mukusimudzirwa kwakabatana kwekugoverana bhatiri repamba, mitsva yenyika, uye kukura kwekuda kwemhiri kwemakungwa, kutengeswa kwemotokari dzine mavhiri maviri emagetsi.https://www.qianxinmotor.com/fully-electric-800w-45kmh-dics-braking-scooter-electric-product/kuChina kuchapfuura 54 miriyoni muna 2023, uye maitiro emagetsi ane mavhiri maviri emotokari, lightweighting, njere, uye networking zvicharamba zvichisimbisa.Iyo nzvimbo yemusika yakakura yakapa kudiwa kukuru kwemabhatiri. Parizvino, kupinda kwemabhatiri e-lithium, mabhatiri e-sodium, uye mamwe matekinoroji ari kukurumidza, achimhanyisa kukwidziridzwa uye shanduko yemagetsi mavhiri maviri emotokari indasitiri.
Pakazosvika 2030, mabhatiri emotokari ane mavhiri maviri emagetsi acharatidza maitiro e "lithium sodium lead dancing pamwechete" uye kupatsanura nyika kuita zvikamu zvitatu. Maitiro emagetsi maviri ane mavhiri mota ndeyekuchinja kubva ku lead-asidhi mabhatiri kuenda ku lithium uye sodium mabhatiri. Yakakwira simba density lithium mabhatiri anogona kuita kuti mota dzireruke uye dzive nehurefu hwakareba. Panguva imwecheteyo, kushandiswa kwemabhatiri esodium kunogona kupfumisa mutsara wechigadzirwa chemabhizinesi uye kuwedzera kugona kwavo kudzivirira njodzi.
Mumakore achangopfuura, kukurudzirwa nemitemo mitsva yenyika, chiyero chekupinda kwemabhatiri e-lithium chakawedzera nokukurumidza. Zvisinei, mumakore maviri apfuura, mutengo we lithium carbonate wakakwira kusvika ku600000 yuan/ton, uye chiyero chekupinda chakaderera. Vagadziri vakasarudza mabhatiri e-lead-asidhi asingadhure kudzora mashandisirwo emitengo. Panguva imwecheteyo, kuchine njodzi dzakawanda dzekuchengetedza uye kusaenzana kwemhando mumusika welithium bhatiri yemotokari mbiri dzine mavhiri.
Asi nemitengo yakagadzikana yelithium-ion raw materials uye nekumwe kuvandudzwa kweiyo itsva yenyika standard policy, maitiro ekutsiva lead-asidhi nemabhatiri e-lithium-ion achakurumidza munzvimbo yemusika iripo yeanopfuura mamirioni mazana matatu nemakumi mashanu emabhasikoro emagetsi muChina, aine kuwedzera kwegore negore kwemotokari dzinoda kusvika mamiriyoni makumi mana.
Isu tinotarisira kuti chiyero chekupinda kwemabhatiri e-lithium chinotarisirwa kusvika pa50% ne2023, inoenderana ne16GWh yakaiswa simba. Iko kuwedzera kwekukura kwehuwandu hwekudiwa mumakore matatu anotevera ichasvika makumi matatu%. Nechikonzero ichi, kuvandudzwa kwemabhasikoro emagetsi akagovaniswa uye kukura kwemabhatiri ekuchinjanisa modhi zvinotarisirwa kuenderera mberi nekuwedzera musika.
Kubva pamaonero eiyo maviri mavhiri emotokari lithium bhatiri tekinoroji nzira, iyo musika patani inopa mamiriro enzira dzakawanda dziripo uye akawanda mapoinzi ekushandisa ari kubuda. Nekuda kwemutengo wepamusoro-zvinoshanda zvinodiwa zvemabhatiri e-lithium-ion emagetsi emotokari mbiri dzine mavhiri uye nzvimbo yekambani yakapararira, tekinoroji yelithium-ion yezvinhu zvakasiyana iripo parizvino. Pasi pekuenderera mberi iteration uye kusimudzira tekinoroji, mabhizinesi anotungamira achatangisa zvigadzirwa zvine mutengo wakakwira, izvo zvinotungamira maitiro eindasitiri.
Kune rimwe divi, mabhatiri esodium ane hombe yekutsiva nzvimbo mumotokari dzemagetsi mbiri dzine mavhiri nekuda kwemabhenefiti avo mumutengo uye kuchengetedzeka.
Kubva muna 2022, madhipatimendi akasiyana akadai seBazi reIndasitiri neRuzivo rweTekinoroji akadzokorora kutaura kusimbaradza kutsvagisa nekuvandudza tekinoroji yesimba rekuchengetedza simba senge lithium-ion mabhatiri muzvirongwa zvavo. Muna Chikunguru, zviratidzo zvakamira uye mazita emabhatiri e-sodium ion akakurudzirwa zviri pamutemo, uye mabhatiri e-sodium ion ave chinhu chakakosha chekutsvaga nekuvandudza budiriro.
Kubva pakuona kwechigadzirwa, nekushandiswa zvishoma nezvishoma kwemabhatiri e-sodium ion, mitengo inotarisirwa kuramba ichidzikira, uye mutengo wekutengesa uye net profit margin yemabhasikoro zvichawedzera kuvhurika.
Nekukura zvishoma nezvishoma kwesodium bhatiri inoenderana tekinoroji, kuvandudzwa zvishoma nezvishoma kwezvivakwa zveindasitiri zvinotsigira, uye kuratidzwa zvishoma nezvishoma kwehukuru hwemhedzisiro, zvinotarisirwa kuti mutengo wakakwana wemabhatiri esodium unotarisirwa kudzikira kusvika pazasi 0.4 yuan/Wh mune inotevera. 5 makore, iri padyo nemutengo wemabhatiri e-lead-acid uye ine mukana wakakura pamusoro pemutengo wemabhatiri e-lithium. Izvi pasina kupokana zvichawedzera mwero wekupinda kwemabhatiri e-sodium ion mumotokari dzemagetsi dzine mavhiri maviri, uye indasitiri yayo ichafambisa shanduko nyowani yemotokari mbiri dzine mavhiri.
Zvinofanotaurwa kuti saizi yemusika yemabhatiri esodium ichasvika 91GWh uye 1132GWh zvichiteerana ne2025 uye 2030. Saizi yemusika yemabhatiri esodium icharamba ichikura nekukurumidza mumakore 8 anotevera, uye huwandu hwekutumira mabhatiri esodium mumotokari mbiri dzine mavhiri huchasvika. 8.6GWh panosvika 2030.
Pakazere, indasitiri yemagetsi ine mavhiri maviri emotokari yakapinda zvishoma nezvishoma munhanho yekusimudzira inotongwa nekuvandudzwa kwechigadzirwa, kuwedzera simba, chiteshi chiteshi, uye kukosha kwemhando. Munguva ino yekukurumidza kusimudzira muindasitiri yemotokari dzine mavhiri maviri, zvakatonyanya kukosha kuti indasitiri yese ibatane uye iongorore mhando nyowani dzebudiriro, kugovana matekinoroji matsva, uye kukurudzira kuvakwa kwehutano hutsva hweecosystem kune yese. indasitiri cheni yemabhatiri e-lithium, mabhatiri esodium, mota dzine mavhiri maviri, uye kugoverana kwebhatiri.
Nguva yekutumira: Zvita-18-2023