Kudiwa kwepasirese kwemabhatiri emagetsi emagetsi matsva muna 2025 kunogona kusvika 919.4GWh LG/SDI/SKI inomhanyisa kuwedzera kwekugadzirwa.

Tungamira:

Sekureva kwenhau dzekunze, LG New Energy iri kufunga kuvaka mafekitori maviri muUnited States uye ichaisa mari inodarika US $ 4.5 bhiriyoni mumabasa ekugadzira eUS panosvika 2025;Samsung SDI iri kufunga kuisa mari inosvika mazana matatu emabhiriyoni emadhora kuti iwedzere kubuda kwebhatiri reTianjin bhatiri chirimwa.Samsung SDI inorongawo kudyara 942 bhiriyoni yakahwina muhungarian bhatiri chirimwa muna 2021;South Korea SKI yakazivisawo kuti ichadyara 1.3 trillion yakahwina kuvaka yayo yechitatu bhatiri chirimwa muHungary.

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Sekureva kwenhau dzekunze, muna Kurume 11, LG Energy Solution (yakazonzi LG New Energy), imwe kambani yeLG Chem, yakataura kuti iri kufunga kuvaka mafekitori maviri muUnited States uye ichaisa mari inodarika mabhiriyoni mana emadhora ekuAmerica. kugadzirwa kwayo muUnited States panosvika 2025. , Inogona kuwedzera mabasa zviuru zvina.

LG New Energy yakati mari iyi inogona kuwedzera huwandu hwayo hwekugadzira bhatiri muUnited States ne70GWh, asi yakaramba kuburitsa nzvimbo yechirimwa ichi, ichingotaura kuti ichasarudza nzvimbo yechirimwa muhafu yekutanga yegore rino.

Munguva pfupi yapfuura, maererano nemishumo yekune dzimwe nyika, vanhu vaviri vanoziva nezvenyaya iyi vakaratidza kuti LG New Energy inoronga kutanga kugadzira mabhatiri epamusoro e4680 eTesla muna 2023, uye iri kufunga nezvekuvaka mabhesi ekugadzira muUnited States neEurope.

NeChina chapfuura (Kukadzi 4) General Motors akataura kuti iri kufunga kushanda pamwe nemubatanidzwa wayo wekuSouth Korea LG Chem kuvaka yechipiri bhatiri chirimwa muUnited States.Inotarisirwa kuita sarudzo muna Chikumi.

GM yakasimbisa kuti kuburikidza nemubatanidzwa wayo weUltium Cells LLC, "iri kukurukura nezve mukana wekuvaka yechipiri yakanyanya kugadzirwa bhatiri chirimwa muUnited States" ne LG New Energy.

Sekureva kwevanhu vaviri vanoziva nezvenyaya iyi, GM neLG Chemical vari munhaurirano dzakadzama nevakuru veTennessee nezvekuvakwa kwechirimwa ichi, icho chinotarisirwa kuve chiri pedyo neGM's Spring Hill assembly plant.Saizi yechirimwa chitsva ichi ichafanana neiyo 2.3 bhiriyoni yemubatanidzwa bhatiri chirimwa muLordstown, Ohio, iyo iri kuvakwa parizvino.

Mukuwedzera, munguva pfupi yapfuura, Hyundai Motor yakazivisa kuti nekuda kwengozi yemoto, ichayeuka nokuzvidira pamusoro pe82,000 yakachena yemagetsi motokari munyika yose uye inotsiva iyo yose bhatiri pack.Musi waKurume 5, maererano neKorea media mishumo, Hyundai Motor neLG Chem vakabvumirana kugovera mutengo wekuyeuka kwe82,000 mota dzemagetsi dzekutsiva bhatiri muchiyero che3: 7.Iko kurangarira kunofungidzirwa kuita 1.4 trillion yakahwina (inoda kusvika mabhiriyoni masere akahwina).Yuan Renminbi).

Pamusoro pe LG Chem, makambani ekuSouth Korea ebhatiri Samsung SDI uye SKI vakazivisawo zvakatevedzana nhau dzekuwedzera kugadzirwa gore rino.

Sekureva kwemishumo yenhau dzekunze, munaKurume 9, masosi akaburitsa kuti Samsung SDI iri kufungawo kuisa mari inosvika mazana matatu emabhiriyoni akahwina kuwedzera bhatiri rekubuda kweTianjin bhatiri chirimwa chake kuti chizadzise zvinodiwa nemusika wemagetsi.Source dzakataura kuti Samsung SDI inogona kutanga kuwedzera fekitori yayo gore rino, uye tarisiro yayo inogona kunge iri mukuwedzera kugadzirwa kwemabhatiri ecylindrical kusangana neChina chiri kuwedzera kudiwa.

Muna Kukadzi wegore rino, vezvenhau vekunze vakashuma kuti Samsung SDI inorongawo kuisa 942 bhiriyoni yakahwina ($849 miriyoni) mune yayo Hungarian bhatiri chirimwa muna 2021. Mari iyi ichashandiswa kuwedzera huwandu hwekutanga bhatiri chirimwa mudunhu (kubva 30GWh kusvika 40GWh).) Uye kuvaka yayo yechipiri bhatiri chirimwa muHungary.

South Korea SKI yakazivisawo muna Ndira 29 kuti ichadyara 1.3 trillion yakahwina (inenge US $ 1.16 bhiriyoni) kuvaka yayo yechitatu bhatiri chirimwa muHungary.SKI yakataura kuti chirimwa chayo chechitatu muHungary chichava chirongwa chenguva refu.Pakazosvika 2028, huwandu hwekudyara muchirimwa ichi huchasvika 2.6 tiririyoni yakahwina.

Izvi zvisati zvaitika, SKI yakavaka yekutanga bhatiri chirimwa muComeroon, Hungary, ine gore negore simba re7.5GWh, uye yechipiri bhatiri chirimwa ichiri kuvakwa, ine gore negore simba re9GWh.

Ikozvino yepasirese yegore rekugadzira simba reSKI ingangoita 40GWh, uye chinangwa chayo ndechekuwedzera huwandu hwekugadzira hunosvika 125GWh panosvika 2025.

Zvinoenderana nenhamba dzichangoburwa dzemusika wepasi rose webhatiri remagetsi muna 2020 yakaburitswa neSouth Korea yekuongorora agency SNE Research, huwandu hwepasi rose hwakaisirwa mabhatiri emagetsi mumotokari dzemagetsi huchasvika 137GWh muna 2020, kuwedzera kwegore negore kwe17%.

Pakati pavo, LG Chem iri pachinhanho chechipiri pasirese ine simba rakaiswa 31GWh, Samsung SDI iri pachishanu pasirese ine 8GWh yakaiswa, uye South Korea's SKI iri pachinhanho chechitanhatu pasirese ine simba rakaiswa re7GWh.

Sekureva kweSouth Korea media mishumo, LG Chem, Samsung SDI, uye SK innovation pamwe chete yakaverengera 30.8% yemusika wepasi rose wekushandiswa kwebhatiri kwemotokari dzemagetsi dzakatengeswa muna Ndira gore rino.Uye zvakare, zvinoenderana neazvino data rakaburitswa neChina Automotive Power Battery Industry Innovation Alliance munaKurume 11, mune chinzvimbo chemakambani emagetsi ebhatiri enyika yangu maererano nekurodha vhoriyamu munaFebruary, iyo chete kambani yeKorea pane iyo rondedzero, LG Chem, iri panzvimbo yechitatu.

Uye zvakare, nguva pfupi yadarika, sangano rekutsvagisa EVTank neChina Battery Indasitiri Research Institute vakabatana vakaburitsa "White Pepa paKukudziridzwa kweChina's New Energy Vehicle Industry (2021)."Mapepa machena data anoratidza kuti muna 2020, kutengesa kwepasirese kwemotokari nyowani dzesimba kuchasvika 3.311 miriyoni mayunitsi, gore-pa-gore kuwedzera kwe49.8%.Bepa jena rinofanotaura kuti kutengesa kwepasirese kwemotokari nyowani dzemagetsi kuchasvika 16.4 miriyoni muna 2025, uye huwandu hwese hwekupinda huchapfuura 20%.Panyaya yemabhatiri emagetsi, nhamba dzepepa chena dzinoratidza kuti muna 2020, kutumirwa kwepasi rose kwemabhatiri emagetsi emotokari nyowani kuchasvika 158.2GWh, uye kudiwa kwemabhatiri emagetsi kunotarisirwa kusvika 919.4GWh panosvika 2025.

Netarisiro yakanaka, kutenderera kutsva kwesimba rekuwedzera bhatiri peak riri kuuya.Pamusoro pemakambani emabhatiri ekuKorea, mabhatiri emudzimba akazvimirira mabhureki anomiririrwa nenguva yeNingde arikumhanyisa kuwedzera kwavo, uye achatyairawo michina, yakanaka uye yakaipa mapango.Kuwedzera kwekuwedzera kweiyo yese indasitiri cheni inosanganisira zviwanikwa, kumusoro kwecobalt-lithium zviwanikwa, electrolytes, diaphragms, foils yemhangura, uye aluminium foil.

 


Nguva yekutumira: Mar-24-2021