Ixabiso eliphezulu lezinto ezibonakalayo ze-ternary ziya kuba nefuthe elibi ekukhuthazeni iibhetri ze-lithium ze-ternary.I-Cobalt yintsimbi ebiza kakhulu kwiibhetri zamandla.Emva kokusikeka kaninzi, umndilili wangoku we-cobalt ye-electrolytic ngetoni imalunga ne-280000 yeyuan.Izinto eziluhlaza ze-lithium iron phosphate ibhetri zizityebi kwi-phosphorus kunye nentsimbi, ngoko iindleko zilula ukulawula.Ngoko ke, nangona ibhetri ye-lithium ye-ternary inokuphucula kakhulu uluhlu lwezithuthi zamandla amatsha, ngenxa yokhuseleko kunye nokuqwalaselwa kweendleko, abavelisi abazange babeke phantsi uphando lobugcisa kunye nophuhliso lwebhetri ye-lithium iron phosphate.

Kunyaka ophelileyo, ixesha le-Ningde likhuphe i-CTP (iseli yokupakisha) iteknoloji.Ngokwedatha ekhutshwe ngamaxesha e-Ningde, i-CTP inokunyusa izinga lokusetyenziswa kwebhetri ye-15% -20%, ukunciphisa inani leenxalenye zebhetri nge-40%, ukwandisa ukusebenza kwemveliso ngama-50%, kunye nokwandisa amandla ombane. yebhetri pack nge-10% -15%.Kwi-CTP, amashishini asekhaya afana ne-BAIC amandla amatsha (EU5), imoto ye-Weilai (ES6), imoto ye-Weima kunye ne-Nezha yemoto ibonise ukuba baya kwamkela iteknoloji yexesha le-Ningde.I-VDL, umenzi weebhasi waseYurophu, ukwathe izakwazisa ungekapheli unyaka.

Ngaphantsi kwendlela yokuncipha kwenkxaso-mali yezithuthi ezitsha zamandla, xa kuthelekiswa ne-3 yuan ye-lithium yebhetri yenkqubo enexabiso elimalunga ne-0.8 yuan / wh, ixabiso langoku le-0.65 yuan / wh kwinkqubo ye-lithium iron phosphate inenzuzo kakhulu, ngakumbi emva ukuphuculwa kobugcisa, ibhetri ye-lithium yentsimbi ye-phosphate ngoku nayo inokunyusa umgama wesithuthi ukuya malunga neekhilomitha ezingama-400, ngoko sele iqalile ukutsala ingqalelo yamashishini amaninzi ezithuthi.Idatha ibonisa ukuba ekupheleni kwexesha lokutshintshwa kwenkxaso-mali ngoJulayi ka-2019, umthamo ofakiweyo we-lithium iron phosphate account 48.8% ukusuka kwi-21.2% ngo-Agasti ukuya kwi-48.8% ngoDisemba.

I-Tesla, inkokeli yoshishino oye wasebenzisa iibhetri ze-lithium-ion iminyaka emininzi, ngoku kufuneka anciphise iindleko.Ngokwenkqubo yenkxaso yemoto entsha ka-2020, iimodeli zetram ezingatshintshisiyo ezingaphezulu kwe-300000 ye-yuan azinakufumana nkxaso.Oku kwabangela ukuba uTesla acinge ngokukhawulezisa inkqubo yemodeli ye-3 yokutshintshela kwi-lithium iron phosphate ibhetri yeteknoloji.Kutshanje, i-CEO ye-Tesla u-Musk uthe kwinkomfa yakhe elandelayo "yosuku lwebhetri", uya kugxila kumanqaku amabini, enye iteknoloji yebhetri esebenzayo, enye ibhetri ye-cobalt yamahhala.Ngokukhawuleza xa iindaba ziphuma, amaxabiso e-cobalt ngamazwe ehla.

Kwakhona kuxelwe ukuba ixesha likaTesla kunye ne-Ningde lixubusha intsebenziswano ye-cobalt ephantsi okanye i-non-cobalt ibhetri, kunye ne-lithium iron phosphate inokuhlangabezana neemfuno zesiseko esisisiseko 3. Ngokutsho koMphathiswa wezoShishino kunye nobuchwepheshe bolwazi, i-mileage yokunyamezela ye-3. imodeli esisiseko ye-3 imalunga ne-450km, ubuninzi bamandla benkqubo yebhetri malunga ne-140-150wh / kg, kunye nomthamo opheleleyo wombane malunga ne-52kwh.Okwangoku, unikezelo lwamandla olubonelelwa ngexesha le-Ningde lunokwenza ukuya kuthi ga kwi-80% kwimizuzu eyi-15, kwaye ubuninzi bamandla ebhetri yepakethi kunye noyilo olulula kunokufikelela kwi-155wh / kg, eyaneleyo ukuhlangabezana nezi mfuno zingasentla.Abanye abahlalutyi bathi ukuba uTesla usebenzisa ibhetri yentsimbi ye-lithium, iindleko zebhetri enye kulindeleke ukuba zinciphise i-7000-9000 yuan.Nangona kunjalo, uTesla waphendula ukuba iibhetri zamahhala ze-cobalt azithethi iibhetri ze-lithium iron phosphate.

Ukongeza kwinzuzo yeendleko, ukuxinana kwamandla ebhetri ye-lithium iron phosphate xa sele ifikelele kwisilingi yobugcisa yonyukile.Ekupheleni kuka-Matshi kulo nyaka, i-BYD yakhupha ibhetri yayo ye-blade, eyathi amandla ayo oxinaniso yayimalunga ne-50% ephezulu kunebhetri yentsimbi yendabuko kwivolumu efanayo.Ukongeza, xa kuthelekiswa nepakethe yebhetri ye-lithium yentsimbi ye-phosphate, iindleko zepakethi yebhetri ye-blade iyancipha ngama-20% - 30%.

Ibhetri ebizwa ngokuba yi-blade ngokwenene iteknoloji yokuphucula ngakumbi ukusebenza kakuhle kokuhlanganiswa kwebhetri yebhetri ngokunyusa ubude beseli kunye nokuthambisa iseli.Ngenxa yokuba iseli enye inde kwaye ithe tyaba, ibizwa ngokuba yi “blade”.Kuyaqondwa ukuba iimodeli zezithuthi zombane ezintsha ze-BYD ziya kwamkela itekhnoloji ye "blade battery" kulo nyaka nalandelayo.

Kutshanje, i-Ofisi yoMphathiswa wezeMali, iSebe lezoShishino kunye neTekhnoloji yolwazi, iSebe lezeNzululwazi kunye neTekhnoloji, kunye neKomishoni yoPhuhliso kunye noHlaziyo lwesizwe ngokudibeneyo bakhuphe isaziso sohlengahlengiso kunye nokuphucula umgaqo-nkqubo wenkxaso-mali yezithuthi zamandla amatsha, nto leyo eyenze yacaca ukuba. inkqubo yothutho lukawonke-wonke kunye nokufakelwa kombane kwisithuthi kwiinkalo ezithile kufuneka zikhawuleze, kwaye ukhuseleko kunye neendleko ze-lithium iron phosphate kulindeleke ukuba ziphuhliswe ngakumbi.Kunokuqikelelwa ukuba ngokunyuka ngokuthe ngcembe kwesantya sokufakelwa kombane kunye nokuphuculwa okuqhubekayo kobuchwepheshe obunxulumeneyo bokhuseleko lwebhetri kunye nokuxinana kwamandla, ukubakho kokuhlalisana kwebhetri ye-lithium ye-iron phosphate kunye ne-ternary lithium ibhetri iya kuba nkulu kwixesha elizayo, kunokuba ngubani oza kutshintsha.

Kwakhona kuyafaneleka ukuba uqaphele ukuba imfuno kwi-5g base station station nayo iya kwenza imfuno ye-lithium iron phosphate battery inyuke ngokukhawuleza ukuya kwi-10gwh, kunye nomthamo ofakwe kwi-lithium iron phosphate power battery ngo-2019 yi-20.8gwh.Kulindeleke ukuba i-market share ye-lithium iron phosphate iya kunyuka ngokukhawuleza kwi-2020, ixhamla ekunciphiseni iindleko kunye nokuphucula ukukhuphisana okuziswa yi-lithium yentsimbi yebhetri.