I te taenga mai o Hōngongoi 2020, ka tīmata te pākahiko phosphate rino lithium CATL ki te tuku ki a Tesla; i taua wā anō, kua whakarārangihia a BYD Han, ā, kua whakauruhia te pākahiko ki te phosphate rino lithium; tae atu ki te GOTION HIGH-TECH, he maha ngā mea tautoko a Wuling Hongguang i whakamahia tata nei, ko te pākahiko phosphate rino lithium anō hoki.
Tae noa mai ki tēnei wā, kāore te "whakaekenga anō" o te phosphate rino lithium e waiho hei pepeha. Kei te whānui haere ngā kamupene pākahiko ā-rohe TOP3 i runga i te huarahi hangarau phosphate rino lithium.
Te hekenga me te rere o te phosphate rino lithium
Ki te titiro whakamuri ki te mākete pākahiko hiko o tō tātou whenua, ka kitea i te tau 2009, ko ngā pākahiko lithium rino phosphate he iti te utu, he tino haumaru hoki, koia ngā mea tuatahi i whakamahia i roto i te kaupapa whakaaturanga "Tekau Ngā Tāone me ngā Mano Waka" i whakarewahia e te Manatū Pūtaiao me te Hangarau.
Nō muri mai, i tino piki haere te umanga motuka hiko hou o tō tātou whenua, nā ngā kaupapa here tautoko, mai i raro iho i te 5,000 ngā waka ki te 507,000 ngā waka i te tau 2016. Kua tino piki ake hoki te tuku pākahiko hiko, te wāhanga matua o ngā waka hiko hou.
E whakaatu ana ngā raraunga i te tau 2016, ko te tapeke o ngā pākahiko hiko i tukuna mai i tō tātou whenua he 28GWh, 72.5% o ēnei he pākahiko rino phosphate lithium.
He tau hurihanga anō hoki te tau 2016. I taua tau anō ka huri te kaupapa here tautoko ā-tau, ā, ka tīmata te aro ki te maero o ngā waka. Ka teitei ake te maero, ka teitei ake te tautoko ā-tau, nō reira kua tahuri te aro o ngā waka pāhihi ki te pākahiko NCM me te manawanui kaha ake.
Hei tāpiritanga, nā te iti o te mākete waka pāhihi me te pikinga ake o ngā whakaritenga mō te roa o te pākahiko i roto i ngā waka pāhihi, kua mutu te wā whakahīhī o te phosphate rino lithium mō tētahi wā poto.
Tae noa ki te tau 2019, i whakaurua te kaupapa here tautoko waka hiko hou, ā, neke atu i te 50% te hekenga whānui, ā, kāore he whakaritenga teitei ake mō ngā maero waka. Nō reira, ka tīmata te hoki mai o ngā pākahiko phosphate rino lithium.
Te heke mai o te phosphate rino lithium
I roto i te mākete pākahiko hiko waka pūngao hou, e ai ki ngā raraunga o te kaha tāuta pākahiko hiko i te marama o Hune o tēnei tau, ko te kaha tāuta o ngā pākahiko NCM he 3GWh, ko te 63.8% tēnei, ā, ko te kaha tāuta o ngā pākahiko LFP he 1.7GWh, ko te 35.5%. Ahakoa he iti iho te ōwehenga tautoko o ngā pākahiko LFP i ērā o ngā pākahiko NCM mai i ngā raraunga, kua piki ake te ōwehenga o ngā waka pāhihi tautoko me ngā pākahiko LFP mai i te 4% ki te 9% i te marama o Hune.
I roto i te mākete waka arumoni, ko te nuinga o ngā pākahiko hiko tautoko mō ngā waka pāhihi me ngā waka motuhake he pākahiko LFP, he mea kore e tika kia kīia. Arā, kua tīmata te whakamahi i ngā pākahiko LFP i roto i ngā pākahiko hiko, ā, kua whakatūria kētia te ia o tēnei āhuatanga. I te mea ka kitea ngā hokonga a muri ake nei o Tesla Model 3 me BYD Han EV, ka piki ake te wāhi mākete o ngā pākahiko LFP, engari kāore e heke.
I roto i te mākete rokiroki pūngao nui ake, he pai ake te pākahiko LFP i te pākahiko NCM. E whakaatu ana ngā raraunga ka neke atu te kaha o te mākete rokiroki pūngao o tōku whenua i te 600 piriona yuan i roto i ngā tau tekau e whai ake nei. Ahakoa i te tau 2020, e matapaetia ana ka neke atu te kaha pākahiko kua tāutahia o te mākete rokiroki pūngao o tōku whenua i te 50GWh.
Wā tuku: Hepetema-16-2020