ʻO ka manaʻo o CATL e pili ana i nā ʻokoʻa paʻa paʻa ua lilo i pohihihi.
I kēia mau lā, ua hōʻike ʻo Wu Kai, ka ʻepekema poʻokela o CATL, ua loaʻa iā CATL ka manawa e hana ai i nā ʻāpana paʻa paʻa i nā pūʻulu liʻiliʻi ma 2027. Ua hoʻoikaika pū ʻo ia inā e hōʻike ʻia ka oʻo ʻana o nā pākahi āpau āpau ma ke ʻano he helu mai 1 a 9, ʻo ka pae o ka CATL i kēia manawa aia ma ka pae 4, a ʻo ka pahuhopu e hiki i ka pae 7-8 e 2027.
ʻOi aku ma mua o hoʻokahi mahina i hala aku nei, ua manaʻo ʻo Zeng Yuqun, ka luna o CATL, he mea mamao loa ka hoʻolaha ʻana o nā ʻoihana paʻa. I ka hopena o Malaki, ua ʻōlelo ʻo Zeng Yuqun i loko o kahi ninaninau me ka pāpā ʻia ʻo nā hopena ʻenehana o nā ʻoihana paʻa i kēia manawa "ʻaʻole lawa ka maikaʻi" a aia nā pilikia palekana. He mau makahiki i hala aku nei ka hana kalepa.
I loko o hoʻokahi mahina, ua hoʻololi ʻia ka manaʻo o CATL e pili ana i nā ʻenekini paʻa mai ka "ʻoi aku ka lōʻihi o ka hoʻolaha ʻana" a i "he manawa kūpono no ka hana ʻana i nā ʻāpana liʻiliʻi". ʻO nā hoʻololi maʻalahi i kēia manawa e noʻonoʻo ai ka poʻe i nā kumu ma hope o ia.
I kēia mau manawa i hala iho nei, ua kaulana nui nā pākaukau solid-state. Ke hoʻohālikelike ʻia me ka wā i hala, i ka wā i hoʻonohonoho ai nā hui e kiʻi i nā waiwai a me nā pihi mana i ka liʻiliʻi o ka lako, i kēia manawa ua nui ka nui o ka hana pākaukau a ua lohi ka ulu ʻana i ka wā CATL. Ke kū nei i ke ʻano o ka hoʻololi ʻana i ka ʻoihana, ua lilo ke kūlana ikaika o CATL i mea o ka wā i hala.
Ma lalo o ka ikaika kūʻai akuʻana pumehana o paʻa-moku'āina pāʻani, "Ning Wang" hoʻomaka e panic?
Paʻi ka makani kūʻai aku i nā "bateri aupuni paʻa"
E like me kā mākou e ʻike ai, ʻo ke kumu o ka neʻe ʻana mai nā pā wai wai i nā ʻāpana semi-solid a me nā ʻāpana paʻa a pau ka hoʻololi o ka electrolyte. Mai nā paila wai a hiki i ka paʻa paʻa, pono e hoʻololi i nā mea kemika e hoʻomaikaʻi ai i ka ikehu, ka hana palekana, a me nā mea'ē aʻe. Manaʻo ʻia i ka ʻoihana ʻaʻole hiki i nā ʻenekini solid-state ke hoʻokō i ka hana nui a hiki i 2030.
I kēia mau lā, ʻaʻole kiʻekiʻe ka kaulana o nā ʻōhua paʻa paʻa, a aia kahi manawa ikaika e kiʻi i ka mākeke ma mua.
Ma ka lā 8 ʻApelila, ua hoʻokuʻu ʻo Zhiji Automobile i ke kumu hoʻohālike uila maʻemaʻe hou ʻo Zhiji L6 (Configuration | Inquiry), i hoʻolako ʻia me ka "mua-hanauna lightyear solid-state battery" no ka manawa mua. Ma hope iho, ua hoʻolaha ʻo GAC Group e hoʻolālā ʻia nā ʻoniʻoni paʻa a pau e hoʻokomo ʻia i loko o nā kaʻa ma 2026, a e hoʻokomo mua ʻia i nā hiʻohiʻona Haopin.
ʻOiaʻiʻo, ʻo ka hoʻolaha ākea a Zhiji L6 i hoʻolako ʻia me ka "kaumaha mua o ka makahiki kukui paʻa paʻa" ua hoʻopiʻi nui ʻia. ʻAʻole ʻo kona pākaukau paʻa paʻa ʻoiaʻiʻo. Ma hope o nā pōʻai he nui o nā kūkākūkā hohonu a me ka nānā ʻana, ʻo Li Zheng, ka luna nui o Qingtao Energy, i hōʻike maopopo loa ʻia "ʻo kēia pākaukau he pākahi semi-solid", a ua emi iki ka hoʻopaʻapaʻa.
Ma ke ʻano he mea hoʻolako i nā ʻōhua paʻa paʻa o Zhiji L6, i ka wā i wehewehe ai ʻo Qingtao Energy i ka ʻoiaʻiʻo e pili ana i nā pākahi semi-solid-state, ua ʻōlelo kekahi hui ʻē aʻe ua holomua hou i ka hana o nā ʻāpana āpau. Ma ka lā 9 ʻApelila, hoʻolaha ʻo GAC Aion Haobao e hoʻokuʻu ʻia kāna pākaukau 100% all-solid-state i ka lā 12 ʻApelila.
Eia nō naʻe, ua hoʻololi ʻia ka manawa hoʻokuʻu huahana i hoʻonohonoho ʻia i "ka hana nui ma 2026." ʻO ia mau hoʻolālā hoʻolaha hoʻolaha pinepine i hoʻopiʻi mai nā poʻe he nui o ka ʻoihana.
ʻOiai ua pāʻani nā ʻoihana ʻelua i nā pāʻani huaʻōlelo i ke kūʻai ʻana i nā ʻōhua paʻa paʻa, ua hoʻokuʻu hou ʻia ka kaulana o nā ʻoihana paʻa i kahi kiʻekiʻe.
Ma ʻApelila 2, ua hoʻolaha ʻo Tailan New Energy i ka holomua nui o ka ʻoihana i ka noiʻi a me ka hoʻomohala ʻana i nā "auto-grade all-solid-state lithium batteries" a ua hoʻomākaukau maikaʻi ʻia ka monomer automotive-grade mua o ka honua me ka mana o 120Ah a me kahi. ana i ka ikehu nui o 720Wh/kg ka ikehu ki'eki'e ki'eki'e loa o ka pauku lithium metala pa'a, e wawahi ana i ka mooolelo o ka oihana no ka mana hookahi a me ka ikehu ki'eki'e loa o ka puliki lithium compact.
Ma ʻApelila 5, ua hoʻolaha ka German Research Association for the Promotion of Sustainable Physics and Technology ma hope o ʻelua mau makahiki o ka noiʻi a me ka hoʻomohala ʻana, ua hoʻokumu kahi hui loea Kelemania i kahi pūʻulu piha o ka hana kiʻekiʻe a me ka palekana palekana paʻa sodium-sulfur. ʻO nā kaʻina hana hoʻomau piha piha, hiki ke hana i ka nui o ka ikehu pākaukau ma mua o 1000Wh / kg, ʻoi aku ka kiʻekiʻe o ka mana hoʻouka ʻana o ka electrode maikaʻi ʻole e like me 20,000Wh / kg.
Eia kekahi, mai ka hopena o ʻApelila a hiki i kēia manawa, ua hoʻolaha ʻia ʻo Lingxin New Energy a me Enli Power ua hoʻokomo ʻia ka hana mua o kā lākou papahana pākaukau paʻa. E like me ka hoʻolālā mua o ka hope, e hoʻokō ʻo ia i ka hana nui o kahi laina hana 10GWh ma 2026. I ka wā e hiki mai ana, e hoʻoikaika ʻo ia e hoʻokō i kahi hoʻolālā kumu honua honua o 100+GWh e 2030.
Paʻa piha a semi-paʻa paha? ʻO Ning Wang ka wikiwiki i ka hopohopo
I ka hoʻohālikelike ʻia me nā ʻaʻa wai, ua ʻike nui ʻia nā ʻōhua paʻa no ka mea he nui nā pono koʻikoʻi e like me ke kiʻekiʻe o ka ikehu kiʻekiʻe, palekana kiʻekiʻe, liʻiliʻi, a me ka hana ākea ākea. He mākaʻikaʻi koʻikoʻi lākou o ka hanauna hou o nā pā lithium hana kiʻekiʻe.
Wahi a ka wai electrolyte maʻiʻo, ua hoʻokaʻawale ʻia kekahi o nā ʻoihana i loko o ka ʻoihana i ka ʻokoʻa ma waena o nā ʻāpana paʻa. Ke manaʻoʻiʻo nei ka ʻoihana e hiki ke hoʻokaʻawale ʻia ke ala hoʻomohala ʻana i nā ʻāpana paʻa paʻa i nā pae e like me semi-solid (5-10wt%), quasi-solid (0-5wt%), a me all-solid (0wt%). ʻO nā electrolytes i hoʻohana ʻia i ka semi-solid a me quasi-solid, ʻo ia ka Mix solid a me ka wai electrolytes.
Inā e liʻuliʻu ka manawa no ka holo ʻana o nā ʻōhua paʻa paʻa a pau ma ke alanui, a laila ua hele mua nā ʻōhua semi-solid-state.
Wahi a nā helu helu piha ʻole mai Gasgoo Auto, aia i kēia manawa ʻoi aku ma mua o ka ʻumikūmālua o nā ʻoihana uila mana kūloko a me nā ʻāina ʻē, me China New Aviation, Honeycomb Energy, Huineng Technology, Ganfeng Lithium, Yiwei Lithium Energy, Guoxuan High-tech, etc. ua waiho pū ʻia ka pākaukau semi-solid state, a me kahi hoʻolālā maopopo e komo i loko o ke kaʻa.
Wahi a nā helu helu mai nā hui kūpono, i ka hopena o 2023, ua hōʻuluʻulu ʻia ka hoʻolālā ʻana o ka mana hana semi-solid ʻoi aku ma mua o 298GWh, a ʻoi aku ka mana hana maoli ma mua o 15GWh. E lilo ʻo 2024 i mea koʻikoʻi i ka hoʻomohala ʻana i ka ʻoihana pākaukau paʻa. Manaʻo ʻia e hoʻokō ʻia ka hoʻouka ʻana a me ka hoʻohana ʻana o (semi-). Manaʻo ʻia ʻo ka nui o ka mana i kau ʻia i loko o ka makahiki e ʻoi aku ma mua o ka hōʻailona 5GWh.
Ke alo nei i ka holomua wikiwiki o nā ʻōhua paʻa, ua hoʻomaka ka hopohopo o ka wā CATL e laha. Ma ka hoʻohālikelike ʻana, ʻaʻole wikiwiki loa nā hana a CATL i ka noiʻi ʻana a me ka hoʻomohala ʻana i nā ʻenekini paʻa. ʻO kēia wale nō ka mea i "hoʻololi i kāna leo" a hoʻokō i ka papa hana nui o nā ʻoihana paʻa. ʻO ke kumu i makemake nui ai ʻo Ningde Times e "wehewehe" ʻo ia paha ke kaomi ʻana mai ka hoʻoponopono ʻana i ka hale ʻoihana holoʻokoʻa a me ka lohi o kona ulu ponoʻī.
Ma ʻApelila 15, ua hoʻokuʻu ʻo CATL i kāna hōʻike kālā no ka hapaha mua o 2024: ʻo ka huina kālā he 79.77 biliona yuan, he emi o ka makahiki ma ka makahiki he 10.41%; ʻO ka loaʻa kālā i loaʻa i nā mea kuleana o nā hui i helu ʻia he 10.51 biliona, he 7% ka piʻi ʻana o ka makahiki ma ka makahiki; ʻO ka loaʻa ʻole o ka loaʻa kālā ma hope o ka unuhi ʻana he 9.25 biliona yuan, kahi hoʻonui makahiki-ma-makahiki o 18.56%.
He mea kūpono ke haʻi ʻia ʻo ia ka lua o ka hapaha o ka CATL i ʻike i ka emi ʻana o ka loaʻa kālā o ka hana. I ka hapaha ʻehā o 2023, ua hāʻule ka huina kālā o CATL e 10% makahiki-ma-makahiki. Ke hoʻomau nei ka hāʻule ʻana o nā kumukūʻai pākaukau mana a paʻakikī nā ʻoihana i ka hoʻonui ʻana i kā lākou māhele mākeke i ka mākeke pākahi mana, ke ʻōlelo aku nei ʻo CATL i kona ulu wikiwiki.
I ka nānā ʻana iā ia mai kahi hiʻohiʻona ʻē aʻe, ua hoʻololi ʻo CATL i kona ʻano ma mua i nā ʻoihana paʻa, a ua like ia me ka koi ʻia e hana i ka ʻoihana. Ke hāʻule ka ʻoihana pākaukau holoʻokoʻa i loko o ka pōʻaiapili o ka "carnival battery solid-state", inā noho mālie ʻo CATL a i ʻole hoʻomau i ka ʻike ʻole ʻana i nā ʻoihana paʻa paʻa, e haʻalele ʻo ia i ka manaʻo e lohi nei ʻo CATL ma ke kahua o nā ʻenehana hou. hoomaopopo ole.
ʻO ka pane a CATL: ʻoi aku ka nui ma mua o nā pihi paʻa
Aia i loko o kā CATL ʻoihana nui nā ʻāpana ʻehā, ʻo ia hoʻi nā pihi mana, nā ʻoihana mālama ikehu, nā mea pākaukau a me ka hana hou ʻana, a me nā kumu waiwai minerala. I ka makahiki 2023, e hāʻawi ka ʻāpana pā uila i ka 71% o ka loaʻa kālā o ka CATL, a ʻo ka ʻāpana o ka ʻoihana mālama ʻana i ka ikehu e helu no kahi kokoke i 15% o kāna loaʻa hana.
Wahi a ka ʻikepili SNE Research, i ka hapaha mua o kēia makahiki, ʻo 60.1GWh ka nui o ka CATL i hoʻokomo ʻia i ka honua holoʻokoʻa o nā ʻano pākahi like ʻole, he 31.9% ka piʻi ʻana o ka makahiki ma ka makahiki, a ʻo kāna māhele mākeke he 37.9%. Hōʻike nā helu helu mai ka China Automotive Power Battery Industry Innovation Alliance i ka hapaha mua o 2024, ʻo CATL ka mea mua ma ka ʻāina me ka mana o 41.31GWh, me ka mākeke o 48.93%, kahi hoʻonui mai 44.42% i ka manawa like. i ka makahiki aku nei.
ʻOiaʻiʻo, ʻo nā ʻenehana hou a me nā huahana hou ke kī mau i ka māhele mākeke o CATL. I ʻAukake 2023, ua hoʻokuʻu ʻo Ningde Times i ka pā uila ʻo Shenxing superchargeable i ʻAukake 2023. ʻO kēia pākaukau ka mea mua loa o ka honua lithium iron phosphate 4C supercharged pākahiko, me ka hoʻohana ʻana i ka cathode pūnaewele uila super, graphite fast ion apo, ultra-high conductivity electrolyte, etc. Hiki i nā ʻenehana hou ke hoʻokō i 400 mau kilomita o ke ola pākaukau ma hope o ka hoʻouka ʻana no 10 mau minuke.
Ua hoʻopau ʻo CATL i kāna hōʻike kālā no ka hapaha mua o 2024 ua hoʻomaka nā pihi Shenxing i ka lawe nui ʻana. Ma ka manawa like, ua hoʻokuʻu ʻo CATL iā Tianheng Energy Storage, ka mea e hoʻohui i ka "zero decay i 5 mau makahiki, 6.25 MWh, a me ka ʻōnaehana palekana ʻoiaʻiʻo." Manaʻo ʻo Ningde Times e hoʻomau mau ana ka hui i kahi kūlana ʻoihana maikaʻi loa, alakaʻi ʻenehana, nā manaʻo noi maikaʻi, kumu kūʻai like ʻole, a me nā pale komo kiʻekiʻe.
No ka CATL, ʻaʻole ʻo nā ʻokoʻa paʻa ka "koho wale" i ka wā e hiki mai ana. Ma kahi o Shenxing Battery, ua hui pū ʻo CATL me Chery i ka makahiki i hala e hoʻolauna i kahi kumu hoʻohālike pāʻani sodium-ion. I Ianuali o kēia makahiki, ua noi ʻo CATL no kahi patent i kapa ʻia ʻo "Sodium-ion Battery Cathode Materials and Preparation Methods, Cathode Plate, Batteries and Electric Devices", i manaʻo ʻia e hoʻomaikaʻi hou i ke kumukūʻai, ke ola a me ka hana haʻahaʻa o ka sodium-ion. nā pila. ʻano o ka hana.
ʻO ka lua, ke ʻimi ikaika nei ʻo CATL i nā kumu kūʻai aku hou. I nā makahiki i hala iho nei, ua hoʻonui ikaika ʻo CATL i nā mākeke ma waho. Ke noʻonoʻo nei i ka mana o ka geopolitical a me nā mea ʻē aʻe, ua koho ʻo CATL i kahi hiʻohiʻona laikini ʻenehana māmā ma ke ʻano he holomua. ʻO Ford, General Motors, Tesla, a me nā mea ʻē aʻe paha kona mau mea kūʻai aku.
Ke nānā nei ma hope o ka ʻoihana kūʻai pākaukau paʻa, ʻaʻole nui ka hoʻololi ʻana o CATL mai ka "conservative" a i ka "active" ma nā ʻoihana paʻa. ʻOi aku ka maikaʻi o ka ʻōlelo ʻana ua aʻo ʻo CATL i ka pane ʻana i ka noi mākeke a ke kūkulu nei ʻo ia i kahi ʻoihana ʻoihana mana alakaʻi kiʻekiʻe a nānā i mua. kiʻi.
E like me ka ʻōlelo i hoʻōho ʻia e CATL ma ka wikiō brand, "I ke koho ʻana i kahi tram, e ʻimi i nā ʻāpana CATL." No CATL, ʻaʻohe mea pili i ke ʻano hoʻohālike a ka mea hoʻohana e kūʻai ai a i ʻole ka pākaukau a lākou e koho ai. I ka wā e pono ai ka mea hoʻohana, hiki iā CATL ke "hana". Hiki ke ʻike ʻia i loko o ka pōʻaiapili o ka hoʻomohala ʻana i ka ʻoihana wikiwiki, pono mau e hoʻokokoke i nā mea kūʻai aku a ʻimi i nā pono o ka mea hoʻohana, a ʻo ke alakaʻi ʻana i nā ʻoihana ʻaoʻao B ʻaʻole ʻokoʻa.
Ka manawa hoʻouna: Mei-25-2024