Iko kudhura kwezvinhu zvakasvibirira zve ternary zvinhu zvichave zvakare nemhedzisiro yakaipa pakusimudzira ternary lithium mabhatiri. Cobalt ndiyo simbi inodhura zvakanyanya mumabhatiri emagetsi. Mushure mekucheka kwakati wandei, ikozvino avhareji ye electrolytic cobalt patani ingangoita 280000 yuan. Iyo mbishi ye lithium iron phosphate bhatiri yakapfuma muphosphorus nesimbi, saka mutengo uri nyore kudzora. Naizvozvo, kunyangwe iyo ternary lithium bhatiri inogona kuvandudza zvakanyanya huwandu hwemagetsi matsva emagetsi, kuitira kuchengetedza uye kutarisisa mutengo, vagadziri havana kuisa pasi tsvakiridzo yehunyanzvi uye kusimudzira kwe lithium iron phosphate bhatiri.

Gore rapfuura, nguva yeNingde yakaburitsa CTP (sero rekurongedza) tekinoroji. Zvinoenderana nedhata yakaburitswa nenguva dzeNingde, CTP inogona kuwedzera huwandu hwekushandisa bhatiri pack ne15% -20%, kuderedza huwandu hwezvikamu zvebhatiri paki ne40%, kuwedzera kugadzirwa kwakanaka ne50%, uye kuwedzera simba remagetsi ebhatiri pack ne10% -15%. Kune CTP, mabhizinesi epamba akadai seBAIC new energy (EU5), Weilai mota (ES6), Weima mota neNezha mota vakaratidza kuti vachatora tekinoroji yenguva yeNingde. VDL, iyo inogadzira mabhazi ekuEurope, yakatiwo ichaisuma mukati megore.

Pasi pemaitiro ekudzikira kwerubatsiro rwemotokari dzemagetsi matsva, zvichienzaniswa ne3 yuan lithium bhatiri system ine mutengo we0.8 yuan / wh, mutengo uripo we0.65 yuan / wh ye lithium iron phosphate system inobatsira zvikuru, kunyanya mushure mekuvandudzwa kwehunyanzvi, lithium iron phosphate bhatiri inogona zvakare kuwedzera mota yave makiromita makumi mana kuti ikwezve mota. mabhizinesi. Iyo data inoratidza kuti pakupera kweiyo subsidy shanduko yenguva muna Chikunguru 2019, iyo yakaiswa ye lithium iron phosphate account ye 48.8% kubva 21.2% muna Nyamavhuvhu kusvika 48.8% muna Zvita.

Tesla, mutungamiri weindasitiri anga achishandisa mabhatiri e-lithium-ion kwemakore mazhinji, zvino anofanira kudzikisa mutengo wayo. Zvinoenderana neiyo 2020 nyowani yemagetsi mota subsidy scheme, asiri ekuchinjanisa tram modhi ine anopfuura 300000 yuan haigone kuwana rubatsiro. Izvi zvakaita kuti Tesla afunge nezve kukurumidza kukurumidza kuita modhi 3 kuchinja kune lithium iron phosphate bhatiri tekinoroji. Munguva pfupi yapfuura, Tesla CEO musk akataura kuti mumusangano wake unotevera we "bhatiri rezuva", aizotarisa pamapoinzi maviri, imwe ndeyepamusoro-inoshanda bhatiri tekinoroji, imwe yacho cobalt yemahara bhatiri. Pakangobuda nhau, mitengo yepasi rose cobalt yakadonha.

Zvinonzi zvakare Tesla uye Ningde nguva vari kukurukura kubatira pamwe yakaderera cobalt kana asiri cobalt mabhatiri, uye lithium iron phosphate anogona kuzadzisa zvinodiwa zvinokosha muenzaniso 3. Maererano Ministry of indasitiri uye ruzivo tekinoroji, kutsungirira mileage muenzaniso inokosha 3 anenge 450km, simba density yebhatiri system kg, 50wh inosvika 140 chiyero chebhatiri, uye inosvika 140wh. 52kw. Parizvino, magetsi anopihwa neNingde era anogona kusvika 80% mumaminetsi gumi nemashanu, uye huwandu hwesimba hwebhatiri paki ine lightweight dhizaini inogona kusvika 155wh / kg, inokwana kuzadzisa zvinodiwa pamusoro. Vamwe vaongorori vanoti kana Tesla akashandisa lithium iron bhatiri, mutengo webhatiri rimwe chete unotarisirwa kuderedza 7000-9000 yuan. Nekudaro, Tesla akapindura kuti cobalt mabhatiri emahara hazvireve kuti lithium iron phosphate mabhatiri.

Pamusoro peiyo mutengo mukana, iyo simba density yelithium iron phosphate bhatiri kana yasvika kune tekinoroji sirin'i yakawedzera. Pakupera kwaKurume gore rino, BYD yakaburitsa blade bhatiri, iyo yakataura kuti simba rayo raive ne50% yakakwira kupfuura bhatiri rechinyakare resimbi pavhoriyamu imwechete. Uye zvakare, kana ichienzaniswa neyechinyakare lithium iron phosphate bhatiri pack, mutengo weblade bhatiri paki unoderedzwa ne20% - 30%.

Iyo inonzi blade bhatiri inonyatso tekinoroji yekuwedzera kuvandudza kushanda kwebhatiri pack yekubatanidza nekuwedzera kureba kwesero uye flatten sero. Nekuti sero rimwe chete rakareba uye rakati sandara, rinodaidzwa kuti "blade". Zvinonzwisisika kuti mhando itsva dzemotokari dzemagetsi dzeBYD dzichatora tekinoroji ye "blade bhatiri" gore rino uye rinotevera.

Nguva pfupi yadarika, Bazi rezvemari, Bazi reMaindasitiri neruzivo rwemichina, Bazi reSainzi neTekinoroji, uye National Development and Reform Commission vakabatana vakapa chiziviso chekugadzirisa nekuvandudza mutemo werubatsiro wemotokari dzemagetsi matsva, izvo zvakajekesa kuti nzira yekutakura veruzhinji uye kuisirwa magetsi kwemotokari munzvimbo dzakatarwa dzinofanirwa kukwidziridzwa, uye kuchengetedza uye mutengo wakanakira welithium iron phosphate unotarisirwa kuenderera mberi. Zvinogona kufanotaurwa kuti nekukasira zvishoma nezvishoma kwekumhanya kwemagetsi uye nekuenderera mberi kwekuvandudzwa kwehunyanzvi hwekuchengetedza bhatiri uye huwandu hwesimba, mukana wekugarisana kwe lithium iron phosphate bhatiri uye ternary lithium bhatiri ichave yakakura mune ramangwana, pane kuti ndiani achatsiva ivo.

Izvo zvakakoshawo kuziva kuti kudiwa kuri mu5g base station scenario kuchaitawo kuti kudiwa kwelithium iron phosphate bhatiri kukwire zvakanyanya kusvika 10gwh, uye iyo yakaiswa ye lithium iron phosphate simba bhatiri muna 2019 i20.8gwh. Zvinotarisirwa kuti chikamu chemusika che lithium iron phosphate chichawedzera nekukurumidza muna 2020, chichibatsirwa kubva mukudzikiswa kwemutengo uye kukwikwidza kuvandudza kwakaunzwa ne lithium iron bhatiri.