Ixabiso eliphezulu lezinto ezibonakalayo ze-ternary ziya kuba nefuthe elibi ekukhuthazeni iibhetri ze-lithium ze-ternary. I-Cobalt yeyona ntsimbi ibiza 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. Ngokutsho kwedatha ekhutshwe ngamaxesha e-Ningde, i-CTP inokunyusa izinga lokusetyenziswa kwebhetri ye-pack ye-15% -20%, ukunciphisa inani leenxalenye ze-betri nge-40%, ukwandisa ukusebenza kwemveliso ngama-50%, kunye nokwandisa ubuninzi bamandla ebhetri ye-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.

Phantsi kwendlela yokwehla kwenkxaso-mali yezithuthi zamandla amatsha, 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 kophuculo lobugcisa, ibhetri ye-lithium ye-iron phosphate ngoku nayo inokunyusa inqwelo-mafutha yeekhilomitha ezingama-400 ukutsala ingqalelo yemoto. amashishini. 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 neNingde lixoxa ngentsebenziswano ye-cobalt ephantsi okanye i-non-cobalt ibhetri, kunye ne-lithium iron phosphate inokuhlangabezana neemfuno zemodeli esisiseko 3. Ngokutsho koMphathiswa wezoShishino kunye nobuchwepheshe bolwazi, i-mileage yokunyamezela kwemodeli esisiseko ye-3 imalunga ne-450km, ubuninzi bamandla benkqubo yebhetri ye-kg 1, kunye ne-140h ye-electric iyonke, kunye ne-140h ye-140h yebhetri 52kw. 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 iTesla isebenzisa 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, iSebe lezemali, iSebe lezoShishino kunye nobuchwepheshe bolwazi, iSebe lezenzululwazi kunye nethekhinoloji, kunye nophuhliso lwesizwe kunye neKhomishini yoHlaziyo ngokudibeneyo bakhuphe isaziso sokuhlengahlengisa kunye nokuphucula umgaqo-nkqubo wenkxaso yezithuthi zamandla amatsha, okwenze kwacaca ukuba inkqubo yothutho lukawonke-wonke kunye nokufakelwa kombane kwisithuthi kwiinkalo ezithile kufuneka ikhawuleze, kwaye ukhuseleko kunye neendleko ze-lithium ze-iron phosphate zilindeleke 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 yentsimbi ye-phosphate kunye ne-ternary lithium ibhetri iya kuba nkulu kwixesha elizayo, kunokuba ngubani oza kuthatha indawo yabo.

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.