Ukungena ngoJulayi 2020, ibhetri ye-CATL lithium iron phosphate yaqala ukubonelela ngeTesla; kwangaxeshanye, iBYD Han idwelisiwe, kwaye ibhetri ixhotyiswe nge-lithium iron phosphate; kwaneGOTION HIGH-TECH, inani elikhulu leebhetri ezixhasa iWuling Hongguang ezisandula ukusetyenziswa, nazo zikwayibhetri ye-lithium iron phosphate.
Okwangoku, "uhlaselo lokulwa" lwe-lithium iron phosphate ayiseyiyo intetho. Iinkampani ze-TOP3 zasekhaya zebhetri zanda kakhulu kwindlela yobuchwepheshe ye-lithium iron phosphate.
Ukuncipha nokuhamba kwe-lithium iron phosphate
Xa sijonga emva kwimarike yebhetri yamandla yelizwe lethu, sinokuqaphela ukuba kwasekuqaleni kowama-2009, iibhetri ze-lithium iron phosphate ezingabizi kakhulu nezikhuselekileyo kakhulu bezizezokuqala ukusetyenziswa kwiprojekthi yokubonisa "Izixeko Ezilishumi Neemoto Ezilikhulu" eyaqaliswa yiSebe lezeSayensi neTekhnoloji.
Emva koko, ishishini leemoto ezintsha zamandla zelizwe lethu, lixhaswe yimigaqo-nkqubo yenkxaso-mali, likhule kakhulu, ukusuka kwizithuthi ezingaphantsi kwama-5,000 ukuya kwizithuthi ezingama-507,000 ngo-2016. Ukuthunyelwa kweebhetri zamandla, eyona nto iphambili kwizithuthi zamandla ezintsha, nako kuye kwanda kakhulu.
Idatha ibonise ukuba ngo-2016, ukuthunyelwa kweebhetri zamandla zizonke zelizwe lethu kwakuyi-28GWh, apho i-72.5% yazo yayiziibhetri ze-lithium iron phosphate.
Unyaka ka-2016 ukwangunyaka obalulekileyo. Umgaqo-nkqubo wenkxaso-mali watshintsha ngaloo nyaka waza waqala ukugxininisa i-mileage yezithuthi. Okukhona i-mileage iphezulu, kokukhona i-subsidy iphezulu, ngoko ke iimoto zabakhweli ziye zajika ingqalelo yazo kwibhetri ye-NCM ngokunyamezela okunamandla.
Ukongeza, ngenxa yokunqongophala kokufumaneka kwemarike yeemoto zabakhweli kunye neemfuno ezandisiweyo zobomi bebhetri kwiimoto zabakhweli, ixesha elizukileyo le-lithium iron phosphate lifikelele esiphelweni okwethutyana.
Kude kube ngu-2019, umgaqo-nkqubo omtsha wenkxaso-mali yezithuthi zamandla waqaliswa, kwaye ukwehla ngokubanzi kwakungaphezulu kwama-50%, kwaye kwakungekho mfuneko iphezulu yomgama wezithuthi. Ngenxa yoko, iibhetri ze-lithium iron phosphate zaqala ukubuya.
Ikamva le-lithium iron phosphate
Kwimarike yebhetri yamandla ezithuthi ezintsha, xa kuthelekiswa nedatha yomthamo webhetri yamandla ofakelweyo ngoJuni kulo nyaka, umthamo ofakelweyo weebhetri ze-NCM yi-3GWh, ebalelwa kwi-63.8%, kwaye umthamo ofakelweyo weebhetri ze-LFP yi-1.7GWh, ebalelwa kwi-35.5%. Nangona umlinganiselo oxhasayo weebhetri ze-LFP uphantsi kakhulu kunoweebhetri ze-NCM kwidatha, umlinganiselo weemoto zabakhweli ezixhasayo ezineebhetri ze-LFP unyuke ukusuka kwi-4% ukuya kwi-9% ngoJuni.
Kwimarike yezithuthi zorhwebo, uninzi lweebhetri zamandla ezixhasa iimoto zabakhweli kunye nezithuthi ezikhethekileyo ziibhetri ze-LFP, nto leyo engenakuphikiswa. Ngamanye amazwi, iibhetri ze-LFP ziqalile ukusetyenziswa kwiibhetri zamandla, kwaye umkhwa sele umiselwe. Ngentengiso enokubonwa kamva yeTesla Model 3 kunye ne-BYD Han EV, isabelo semarike seebhetri ze-LFP siya kunyuka kuphela.
Kwimarike enkulu yokugcina amandla, ibhetri ye-LFP ikwaluncedo ngakumbi kunebhetri ye-NCM. Idatha ibonise ukuba amandla emarike yokugcina amandla yelizwe lam aya kudlula i-600 yeebhiliyoni zeeyuan kwiminyaka elishumi ezayo. Kwanangowama-2020, amandla ebhetri afakiweyo aqokelelweyo emarike yokugcina amandla yelizwe lam kulindeleke ukuba adlule kwi-50GWh.
Ixesha lokuthumela: Septemba-16-2020