Tanga nekuchengetedza simba pasi pezvinangwa zvikuru

Summary

GGII inofanotaura kuti pasi rosebhatiri rekuchengetedza simbaKutakurwa kuchasvika 416GWh muna 2025, paine huwandu hwekukura kwepagore hunosvika 72.8% mumakore mashanu anotevera.

Mukuongorora matanho uye nzira dzekabhoni peaking uye kusarerekera kabhoni, iyo lithium bhatiri indasitiri, semharadzano yesimba uye yekufambisa, ichaita basa rakakosha.

Kune rimwe divi, mutengo wemabhatiri eti lithium wakadzikira zvakanyanya, kushanda kwebhatiri kwakaramba kuchivandudzwa, chiyero chesimba rekugadzira chakaramba chichiwedzera, uye mitemo yakakodzera yakashandiswa imwe neimwe, ichipa nzira yakavimbika yebhatiri retimu. kupinda mukuchengetedza simbamusika pamwero mukuru.

Nekusimudzirwa kukuru kwemabhatiri emagetsi, mutengo we lithium bhatiri electrochemicalkuchengetedza simbayadonha nekukurumidza.Parizvino, mutengo wepambamasero ekuchengetedza simbairi padyo ne0.7 yuan/Wh, uye mutengo welithium bhatiri simba rekuchengetedza masisitimuyadzikira kusvika pa1.5 yuan/Wh, ichipindakuchengetedza simbahupfumi.Sexual inflection point.

Zvinoenderana nekufungidzira kwemaindasitiri, mutengo wekutanga wekuchengetedza simbasisitimu inotarisirwa kudonha kusvika pa0.84 yuan/Wh panosvika 2025, ichipa rutsigiro rwakasimba pakushambadzira kwayo kuzere.

Kune rimwe divi, iyo inflection point yelithium bhatiri simba rekuchengetedzamusika wave kuda kusvika pamusoro pekabhoni uye kabhoni kusarerekera.Iko kudiwa kwemusika wepasi rose kwekuchengetedza simbamudivi rekugadzira magetsi, kuendesa uye kugovera divi, mushandisi, uye base chiteshi chekuchengetedza simba raputika, zvichipa mukana wakanaka wekuvandudza weti lithium bhatiri makambani kupinda mukati.lithium bhatiri simba rekuchengetedzamarket.

GGII inofanotaura kuti pasi rosebhatiri rekuchengetedza simbaKutakurwa kuchasvika 416GWh muna 2025, paine huwandu hwekukura kwepagore hunosvika 72.8% mumakore mashanu anotevera.

Thekuchengetedza simbalithium bhatiri musika inopinda munzira inokurumidza

Kubva 2021, iyo yepasiresekuchengetedza simbaLithium bhatiri musika wakaona kuputika kwekukura.Mazhinji makambani e lithium bhatiri akazarakuchengetedza simbamaodha, uye zvigadzirwa zviri kushomeka.

Kumhiri kwemakungwaimba yekuchengetedza simbamusika, Tesla akazivisa kuti iyo yakawedzera yakaiswa kugona kwayoPowerwall imba yekuchengetedza simba systemyakapfuura 250,000 zvikamu pasi rose, uye inotarisirwa kuti yayoPowerwallkutengesa kucharamba kuchikura pamwero wezvikamu zve100,000 pagore mune ramangwana.

Panguva imwecheteyo, Tesla akahwinawo akawanda maodha eMegapackkuchengetedza simbapasi rose muna 2021, zvichipasimba rekuchengetedza maitiroanosvika mazana eMWh kune akawanda maindasitirimapurojekiti ekuchengetedza simba.

Kwegore rapfuura, Tesla akaisa anopfuura 4GWh yekuchengetedza simba (kusanganisira Powerwalls, Powerpacks uye Megapacks).

Kuwedzera kwekuda munyikalithium bhatiri simba rekuchengetedzamusika wakapawo akati wandei eChinese makambani ebhatiri ane kukwikwidza kwakasimba mumunda.

Parizvino, makambani ebhatiri anosanganisira CATL, AVIC Lithium, BYD, Ruipu Energy, Lishen Battery, Guoxuan Hi-Tech, Yiwei Lithium Energy, Penghui Energy, Haiji New Energy, Anchi Technology, Haihong Technology nemamwe makambani ebhatiri ari kuwedzera huremu hwavo.Bhizinesi rekuchengetedza magetsi.

Padivi regridi, CATL neYiwei Lithium zvakatevedzana kuhwina GWh-level maodha emabhatiri ekuchengetedza simbakubva kuPowin Energy, musanganisi weAmerican energy storage system.Mukuwedzera, CATL yakapindawo muTesla Megapackbhatiri rekuchengetedza simbasupply chain, inotarisirwa kuvhura kukura kutsva.class.

Padivi revashandisi, makambani eChinese anotora maviri epamusoro mashanusimba rekuchengetedza hurongwavapeji vari munyika, nepo makambani ebhatiri akadai sePaine Energy, Ruipu Energy, uye Penghui Energy ane huwandu hwakazara hwekugadzira uye kutengesa kwakazara.Mamwe maodha anotarisirwa kurongwa mukupera kwegore rinouya.

Mune base station backup simba, mazhinji makambani ebhatiri anosanganisira Zhongtian Technology, Shuangdeng Co., Ltd., Haistar, Narada Power, Topbond Co., Ltd., Yiwei Lithium Energy, Linkage Tianyi nemamwe makambani ebhatiri akahwina mabhidhi kakawanda, kuve iyo yemba base chiteshi chekuchengetedza simba LFP bhatiri munda.Akahwina mubairo we "Big House".

Zvinokosha kucherechedza kuti vazhinji veimba yekuchengetera simba systemvanopa mumatunhu akasimukira akadai seEurope, America, Japan neSouth Korea makambani emuno, uye mabhatiri eternary eLG Energy, Panasonic neSamsung SDI ndiwo ari kutungamira maererano nekutsigira mabhatiri.

Nekudaro, makambani ebhatiri eChinese akagadzira masero eLFP eiyokuchengetedza simbamusika kuti uwedzere kuvandudza kuchengetedzwa kwavosimba rekuchengetedza maitiromukupindura hupenyu hurefu, kuchengetedzwa kwepamusoro, uye zvinodhura zvinodikanwa zvemabhatiri ekuchengetedza simba.

Kuti uenderere mberi nekuzadzisa zvinodiwa zvinokura zvekuchengetedza simbamusika uye kuwedzera kukwikwidza, makambani ebhatiri ataurwa pamusoro arikushingairira kuwedzera huwandu hwekugadziramabhatiri ekuchengetedza simba.Uye mamwe minda kuita ese-kutenderera dhizaini, Nuggets tiririyonikuchengetedza simbamarket.

Pane kudiwa kwekukurumidzira kuvandudza kuchengetedzwa kwekuita kwesimba rekuchengetedza lithium mabhatiri

Nepo musika kudasimba rekuchengetedza lithium mabhatiriinoramba ichikura, nhevedzano yesimba rekuchengetedza hurongwatsaona dzemoto dzakaisa mumvuri palithium bhatiri simba rekuchengetedzaindasitiri uye yakaridza aramu yekuchengetedza kumakambani e lithium bhatiri.

Data inoratidza kuti kubvira 2017, anopfuura makumi matatusimba rekuchengetedza hurongwatsaona dzemoto dzakaitika muSouth Korea, dzinosanganisira LG Energy uye Samsung SDI, ese ari mabhatiri e ternary.

Pakati pavo, njodzi dzinopfuura makumi maviri dzemoto dzakaitika musimba rekuchengetedza hurongwaye LG Energy kutenderera pasirese nekuda kwenjodzi yekupisa nemoto mumaseru ayo.

Muna Chikunguru gore rapfuura, iyo 300MW/450MWh Victoriasimba rekuchengetedza magetsi chiteshimuAustralia yakabata moto panguva yekuedzwa.Thepurojekiti yekuchengetedza simbayakashandisa huwandu hwe210 Tesla Megapacks inekuchengetedza simbahuwandu hwe450MWh, yaive zvakare nemabhatiri eternary.

Zvakakosha kuziva kuti haisi chete ternary bhatiri iri panjodzi yemoto.

Muna Kubvumbi gore rapfuura, iyo Beijing Dahongmensimba rekuchengetedza magetsi chiteshikuputika.Chikonzero chetsaona chaive kutadza kwemukati-pfupi yebhatiri yeLFP inoshandiswa muhurongwa, zvichiita kuti bhatiri riite thermally kupera simba uye kubata moto.

Tsaona yemoto yataurwa pamusoro apasimba rekuchengetedza hurongwainoratidza kuti kune makambani mazhinji ari kutora chikamu mumakwikwi musimba rekuchengetedza lithium bhatirimusika, asi mhando yechigadzirwa haina kuenzana, uye kuchengetedza kuita kwebhatiri rekuchengetedza simbainoda kuvandudzwa.

Panyaya iyi, mabhizinesi e-lithium bhatiri anofanirwa kukwidziridza uye kukwidziridza maererano neyakasvibira zvinhu sisitimu, kugadzira maitiro, sisitimu chimiro, nezvimwe, uye nekuwedzera kuvandudza kuchengetedzeka kwavo.lithium bhatirizvigadzirwa nekuunza zvinhu zvitsva uye kutora maitiro matsva, uye kusimudzira kukwikwidza kwakazara kwemabhizinesi.