Ukuhola:Ngokwezibalo ezingaphelele, cishe zonke izinhlobo zezimoto zikagesi, okuhlanganisa iTesla, BYD, Weilai, Euler, Wuling Hongguang MINI EV, njll., zimemezele izinhlelo zokukhushulwa kwentengo ngobukhulu obuhlukahlukene.Phakathi kwazo, uTesla ukhuphuke izinsuku ezintathu zilandelana ezinsukwini eziyisishiyagalombili, nokwanda okukhulu kakhulu okufika kuma-yuan angama-20,000.
Isizathu sokwenyuka kwentengo kungenxa yokwenyuka kwentengo yezinto ezingavuthiwe.
"Ethintwe ukulungiswa kwezinqubomgomo zikazwelonke kanye nokwenyuka okuqhubekayo kwamanani entengo yezinto zokusetshenziswa zamabhethri nama-chips, izindleko zamamodeli ahlukahlukene we-Chery New Energy ziye zaqhubeka nokukhuphuka," kusho uChery.
"Ithintwe izinto eziningi ezifana nokukhuphuka kwamanani entengo yezinto ezingavuthiwe phezulu nomfula kanye nokutholakala kwe-tight supply chain, i-Nezha izolungisa izintengo zamamodeli athengiswayo," kusho u-Nezha.
"Ithintwe ukukhuphuka okubukhali kwamanani ezinto ezingavuthiwe, i-BYD izolungisa izintengo ezisemthethweni zamamodeli amasha ahlobene namandla afana neDynasty.com ne-Ocean.com," kusho i-BYD.
Uma sibheka izizathu zokukhuphuka kwentengo okumenyezelwe yiwo wonke umuntu, “intengo yezinto ezingavuthiwe iyaqhubeka nokukhuphuka kakhulu” yisona sizathu esiyinhloko.Izinto zokusetshenziswa ezishiwo lapha ikakhulukazi zibhekisela ku-lithium carbonate.Ngokusho kwezindaba ze-CCTV, uLiu Erlong, isekela lomphathi jikelele wenkampani entsha yezinto zamandla eJiangxi, uthe: “Intengo ye (lithium carbonate) ibigcinwa ilinganiselwa ku-50,000 yuan ngethani, kodwa ngemuva kwesikhathi esingaphezu konyaka, manje senyukele ku-500,000 yuan. yuan ngethani."
Ngokusho kolwazi lomphakathi, eminyakeni yokuqala yokuthuthukiswa kwezimoto zikagesi, amabhethri e-lithium ake alinganiselwa ku-50% wezindleko zezimoto zikagesi, lapho i-lithium carbonate ibalwa ku-50% wezindleko zempahla eluhlaza yamabhethri e-lithium.I-lithium carbonate yenza u-5% kuya ku-7.5% wezindleko zezimoto zikagesi ezimsulwa.Ukwenyuka kwentengo okuhlanya okunjalo kwento esemqoka enjalo kuyingozi kakhulu ekuthuthukisweni kwezimoto zikagesi.
Ngokwezibalo, imoto yebhethri ye-lithium iron phosphate enamandla angu-60kWh idinga cishe u-30kg we-lithium carbonate.Imoto yebhethri ye-lithium ye-ternary enamandla angu-51.75kWh idinga cishe u-65.57kg we-nickel kanye no-4.8kg we-cobalt.Phakathi kwazo, i-nickel ne-cobalt yizinsimbi ezingavamile, futhi izinqolobane zabo ezinsizeni ze-crustal aziphezulu, futhi ziyabiza.
E-Yabuli China Entrepreneurs Forum ngo-2021, uSihlalo we-BYD u-Wang Chuanfu wake waveza ukukhathazeka kwakhe mayelana "nebhethri ye-lithium ye-ternary": ibhethri ye-ternary isebenzisa i-cobalt ne-nickel eningi, futhi i-China ayinayo i-cobalt ne-nickel encane, futhi i-China ayikwazi ukuthola amafutha. emafutheni. Intamo yekhadi ishintshiwe yaba intamo yekhadi le-cobalt ne-nickel, futhi amabhethri asetshenziswe ngesilinganiso esikhulu awakwazi ukuthembela ezinsimbi ezingavamile.
Eqinisweni, njengoba kushiwo ngenhla, hhayi kuphela "i-ternary material" yamabhethri e-ternary lithium eba isithiyo ekuthuthukisweni kwezimoto zikagesi - lokhu futhi isizathu sokuthi kungani abakhiqizi abaningi behlola "amabhethri angenayo i-cobalt" kanye nobunye ubuchwepheshe bebhethri obusha. , noma ngabe Kuyi-lithium (ibhethri ye-lithium iron phosphate) eyashiwo u-Wang Chuanfu “ngezindawo ezigciniwe eziningi kakhulu”, futhi iphinde ibhekane nomthelela wokukhuphuka okubukhali kwentengo yezinto zayo zokusetshenziswa njenge-lithium carbonate.
Ngokusho kwedatha yomphakathi, i-China njengamanje ithembele ekuthengisweni kwamanye amazwe ngo-80% wezinsiza zayo ze-lithium.Kusukela ngo-2020, izinsiza ze-lithium zezwe lami zingamathani ayizigidi ezi-5.1, ezibalelwa ku-5.94% wemithombo yonke yomhlaba.IBolivia, Argentina kanye neChile eNingizimu Melika babalelwa cishe ku-60%.
U-Wang Chuanfu, ongusihlalo we-BYD, wake wasebenzisa ama-70% amathathu ukuchaza ukuthi kungani efuna ukuthuthukisa izimoto zikagesi: ukuthembela kumafutha angaphandle kudlula i-70%, futhi ngaphezu kwe-70% kawoyela kumele ingene e-China kusukela olwandle lwaseNingizimu China ( "Inkinga Yasolwandle YaseNingizimu China" ngo-2016) abenzi bezinqumo baseShayina banomuzwa wokungavikeleki kweziteshi zokuthutha uwoyela), futhi ngaphezu kwama-70% kawoyela asetshenziswa imboni yezokuthutha.Namuhla, isimo sezinsiza ze-lithium asibonakali sinethemba futhi.
Ngokwemibiko yezindaba ze-CCTV, ngemuva kokuvakashela inqwaba yezinkampani zezimoto, sifunde ukuthi lo mzuliswano wokwenyuka kwentengo ngoFebhuwari usukela kumayuan ayi-1,000 kuya kumayuan ayi-10,000.Kusukela ngoMashi, cishe zingu-20 izinkampani zezimoto ezintsha ezimemezele ukwenyuka kwamanani entengo, okubandakanya izinhlobo ezicishe zibe ngu-40.
Ngakho-ke, ngokuthandwa okusheshayo kwezimoto zikagesi, ingabe amanani azo azoqhubeka ekhuphuka ngenxa yezinkinga ezihlukahlukene zezinto ezifana nezinsiza ze-lithium? Izimoto zikagesi zizosiza izwe ukuthi linciphise ukuncika kwalo “kuma-petrodollar”, kodwa ngeke “izinsiza ze-lithium” Kuthiwani ngokuba esinye isici esingalawuleki esibambekayo?
Isikhathi sokuthumela: Apr-22-2022