Lead:Raws li kev txheeb cais tsis tiav, yuav luag txhua lub tsheb fais fab, suav nrog Tesla, BYD, Weilai, Euler, Wuling Hongguang MINI EV, thiab lwm yam, tau tshaj tawm cov nqi nce nqi ntawm qhov sib txawv.Ntawm lawv, Tesla tau nce peb hnub sib law liag hauv yim hnub, nrog qhov loj tshaj plaws nce mus txog 20,000 yuan.
Qhov laj thawj rau tus nqi nce yog vim qhov nce ntawm tus nqi ntawm cov khoom siv raw.
"Kev cuam tshuam los ntawm kev hloov pauv ntawm lub teb chaws txoj cai thiab kev nce ntxiv ntawm cov nqi ntawm cov khoom siv raw rau roj teeb thiab chips, tus nqi ntawm ntau yam qauv ntawm Chery Tshiab Zog tau nce ntxiv," Chery hais.
"Cuam tshuam los ntawm ntau yam xws li nce cov khoom nyoos cov nqi nce ntxiv, NEZHA yuav kho cov nqi ntawm cov qauv ntawm kev muag khoom," NEZHA tau hais.
"Kev cuam tshuam los ntawm kev nce siab ntxiv ntawm cov khoom siv raw, BYD yuav hloov kho cov nqi qhia ntawm cov qauv hluav taws xob tshiab xws li Dynasty.com thiab Ocean.com," BYD tau hais.
Kev txiav txim siab los ntawm cov laj thawj rau tus nqi nce siab tshaj tawm los ntawm txhua tus, "tus nqi ntawm cov khoom siv raw tau nce siab heev" yog qhov laj thawj tseem ceeb.Cov khoom siv raw tau hais ntawm no feem ntau yog xa mus rau lithium carbonate.Raws li CCTV xov xwm, Liu Erlong, tus thawj tswj hwm tus thawj tswj hwm ntawm lub tuam txhab khoom siv hluav taws xob tshiab hauv Jiangxi, tau hais tias: "Tus nqi ntawm (lithium carbonate) tau khaws cia li ntawm 50,000 yuan ib tuj, tab sis tom qab ntau tshaj li ib xyoos, nws muaj. tam sim no nce mus rau 500,000 yuan. yuan ib ton. "
Raws li pej xeem cov ntaub ntawv, nyob rau hauv thaum ntxov xyoo ntawm txoj kev loj hlob ntawm hluav taws xob tsheb, lithium roj teeb ib zaug accounted txog li 50% ntawm cov nqi ntawm cov hluav taws xob tsheb, uas lithium carbonate accounted rau 50% ntawm raw khoom nqi ntawm lithium roj teeb.Lithium carbonate suav txog 5% mus rau 7.5% ntawm tus nqi ntawm cov tsheb fais fab.Xws li tus nqi vwm nce rau cov khoom siv tseem ceeb no ua rau muaj kev cuam tshuam loj heev rau kev txhawb nqa hluav taws xob tsheb.
Raws li kev suav, lub tsheb lithium hlau phosphate roj teeb nrog lub zog ntawm 60kWh xav tau txog 30kg ntawm lithium carbonate.Lub tsheb roj teeb ternary lithium nrog lub zog ntawm 51.75kWh xav tau txog 65.57kg ntawm nickel thiab 4.8kg ntawm cobalt.Ntawm lawv, nickel thiab cobalt yog cov hlau tsis tshua muaj, thiab lawv cov peev txheej hauv cov khoom siv crustal tsis siab, thiab lawv kim heev.
Nyob rau ntawm Yabuli Tuam Tshoj Cov Neeg Ua Lag Luam Lub Rooj Sib Tham hauv 2021, BYD Thawj Tswj Hwm Wang Chuanfu ib zaug qhia nws qhov kev txhawj xeeb txog "ternary lithium roj teeb": ternary roj teeb siv ntau cobalt thiab npib tsib xee, thiab Tuam Tshoj tsis muaj cobalt thiab nickel me me, thiab Tuam Tshoj tsis tuaj yeem tau roj. los ntawm roj. Lub caj dab daim npav tau hloov mus rau hauv daim npav caj dab ntawm cobalt thiab npib tsib xee, thiab cov roj teeb uas siv rau ntawm qhov loj me tsis tuaj yeem tso siab rau cov hlau tsis tshua muaj.
Qhov tseeb, raws li tau hais los saum toj no, tsis yog tsuas yog "cov khoom siv ternary" ntawm ternary lithium roj teeb tau dhau los ua qhov cuam tshuam rau kev txhim kho cov tsheb hluav taws xob - qhov no kuj yog vim li cas ntau lub tuam txhab tab tom tshawb nrhiav "cov roj teeb uas tsis muaj cobalt" thiab lwm cov roj teeb thev naus laus zis tshiab. , txawm hais tias nws yog lithium (lithium hlau phosphate roj teeb) uas Wang Chuanfu hais nrog "ntau tshaj reserves", thiab nws tseem tab tom muaj kev cuam tshuam ntawm qhov nce siab ntawm tus nqi ntawm nws cov khoom siv raw xws li lithium carbonate.
Raws li cov ntaub ntawv pej xeem, Tuam Tshoj tam sim no tso siab rau kev xa khoom rau 80% ntawm nws cov peev txheej lithium.Raws li xyoo 2020, kuv lub teb chaws cov peev txheej lithium yog 5.1 lab tons, suav txog 5.94% ntawm lub ntiaj teb cov peev txheej tag nrho.Bolivia, Argentina thiab Chile hauv South America suav txog ze li 60%.
Wang Chuanfu, kuj yog tus thawj coj ntawm BYD, ib zaug siv peb 70% los piav qhia vim li cas nws thiaj xav tsim tsheb hluav taws xob: kev cia siab rau cov roj txawv teb chaws tshaj 70%, thiab ntau dua 70% ntawm cov roj yuav tsum nkag mus rau Tuam Tshoj los ntawm South China Sea ( "South China Sea Crisis" xyoo 2016) Tuam Tshoj cov neeg txiav txim siab xav tias tsis muaj kev ruaj ntseg ntawm cov roj tsheb thauj mus los), thiab ntau dua 70% ntawm cov roj tau siv los ntawm kev lag luam tsheb thauj mus los.Niaj hnub no, qhov xwm txheej rau cov peev txheej lithium tsis zoo li qhov zoo.
Raws li CCTV xov xwm tshaj tawm, tom qab mus xyuas ntau lub tuam txhab tsheb, peb tau kawm tias qhov kev sib tw ntawm tus nqi nce nyob rau lub Ob Hlis yog li ntawm 1,000 yuan mus txog 10,000 yuan.Txij li thaum Lub Peb Hlis, ze li ntawm 20 lub tuam txhab tsheb tshiab lub zog tau tshaj tawm tus nqi nce, suav nrog ze li 40 tus qauv.
Yog li, nrog kev nrov nrov ntawm cov tsheb fais fab, lawv cov nqi yuav nce ntxiv vim muaj ntau yam teeb meem xws li lithium cov peev txheej? Lub tsheb hluav taws xob yuav pab lub teb chaws txo nws txoj kev vam khom rau "petrodollars", tab sis yuav "lithium cov peev txheej" Yuav ua li cas los ua lwm yam uas tsis tuaj yeem tswj tau uas tau daig?
Post lub sij hawm: Apr-22-2022