Baahida caalamiga ah ee baytariyada tamarta tamarta cusub ee 2025 waxay gaari kartaa 919.4GWh LG/SDI/SKI waxay dardar gelisaa ballaarinta wax soo saarka

Hogaamin:

Sida laga soo xigtay warbaahinta ajnabiga ah, LG New Energy waxay ka fikiraysaa inay laba warshadood ka dhisto Maraykanka waxayna ku maalgelin doontaa in ka badan US $ 4.5 bilyan hawlaha wax soo saarka Maraykanka 2025;Samsung SDI ayaa ka fiirsaneysa inay maalgeliso ilaa 300 bilyan oo la helay si ay u kordhiso wax soo saarka baytariga warshadeeda batteriga ee Tianjin.Samsung SDI waxa kale oo ay qorshaynaysaa in ay 942 bilyan ku guulaysato warshadeeda baytari ee Hungarian sanadka 2021;Kuuriyada Koonfureed SKI ayaa sidoo kale ku dhawaaqday in ay 1.3 trillion ku maalgelin doonto si ay u dhisto warshadeeda baytari ee saddexaad ee Hungary.

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Sida laga soo xigtay warbixinnada warbaahinta shisheeye, 11-kii Maarso, LG Energy Solution (oo hadda loo yaqaan LG New Energy), oo hoos timaada LG Chem, ayaa sheegtay inay ka fekereyso dhismaha laba warshadood oo gudaha Mareykanka ah oo ay ku maalgelin doonto in ka badan US $ 4.5 bilyan hawlaheeda wax soo saar ee Maraykanka marka la gaaro 2025. , Waxay ku dari kartaa 4,000 shaqo.

LG New Energy waxa ay sheegtay in maalgashigani uu kordhin karo awoodda wax-soo-saarka baytari ee Maraykanka 70GWh, balse waxa uu diiday in uu shaaciyo goobta laga hirgelinayo warshadda cusub, isaga oo sheegay oo kaliya in ay go’aamin doonaan halka ay ku taallo warshadda qaybta hore ee sannadkan.

Dhawaan, sida laga soo xigtay warbixinnada warbaahinta ajnabiga ah, laba qof oo aqoon u leh arrintan ayaa shaaca ka qaaday in LG New Energy uu qorsheynayo inuu bilaabo soo saarista batariyada casriga ah ee 4680 ee Tesla sanadka 2023, wuxuuna ka fekerayaa dhismaha saldhigyada wax soo saarka ee Maraykanka iyo Yurub.

Khamiistii ina dhaaftay (February 4) General Motors waxa ay sheegtay in ay ka fiirsanayso in ay la kaashato shuraakada kuuriyada koonfureed ee LG Chem si ay uga dhisto warshad labaad oo baytari gudaha Maraykanka.Waxa la filayaa in ay go’aan gaadho bisha June.

GM waxay xaqiijisay in iyada oo loo marayo iskaashigeeda Ultium Cells LLC, ay "ka wada hadlayaan suurtogalnimada dhismaha warshadda labaad ee wax soo saarka batteriga ee Maraykanka" oo leh LG New Energy.

Sida laga soo xigtay laba qof oo aqoon u leh arrintan, GM iyo LG Chemical ayaa wadahadal qotodheer kula jira mas'uuliyiinta Tennessee oo ku saabsan dhismaha warshadda, taas oo la filayo in ay ku taal meel u dhow GM's Spring Hill Assembly.Baaxadda warshadda cusub waxay la mid noqon doontaa $2.3 bilyan oo ay ku leedahay batari wadaagga ah ee ku yaal Lordstown, Ohio, taas oo hadda dhismeheedu socdo.

Intaa waxaa dheer, dhowaan, Hyundai Motor ayaa ku dhawaaqday in khatarta dabka awgeed, ay si ikhtiyaari ah u soo celin doonto ilaa 82,000 oo baabuurta korontada ah oo saafi ah oo adduunka oo dhan ah oo bedeli doonta dhammaan batteriga.Bishii Maarso 5, sida laga soo xigtay warbixinnada warbaahinta Kuuriya, Hyundai Motor iyo LG Chem waxay ku heshiiyeen inay wadaagaan kharashka dib u soo celinta 82,000 baabuurta korontada si loogu beddelo batteriga saamiga 3: 7.Dib u yeerinta ayaa lagu qiyaasay inay ku kacdo 1.4 tiriliyan oo lagu guuleystay (qiyaastii 8 bilyan oo guuleystay).Yuan Renminbi).

Marka laga soo tago LG Chem, shirkadaha batteriga ee Kuuriyada Koonfureed Samsung SDI iyo SKI ayaa sidoo kale si guul leh ugu dhawaaqay balaadhinta wax soo saarka sanadkan.

Sida laga soo xigtay warbixinnada warbaahinta ajnabiga ah, 9-kii Maarso, ilo-wareedyadu waxay daaha ka qaadeen in Samsung SDI ay sidoo kale ka fekereyso inay maalgeliso qiyaastii 300 bilyan oo la helay si loo kordhiyo wax soo saarka batteriga ee warshadeeda batteriga ee Tianjin si loo daboolo baahiyaha suuqa dhaqdhaqaaqa korantada.Ilaha ayaa sheegay in Samsung SDI laga yaabo inay bilawdo ballaarinta warshadeeda sanadkan, waxaana laga yaabaa inay diiradda saarto kordhinta awoodda wax soo saarka baytariyada cylindrical si ay u daboolaan baahida Shiinaha ee sii kordheysa.

Bishii Febraayo ee sanadkan, warbaahinta ajnabiga ah ayaa sheegay in Samsung SDI ay sidoo kale qorsheyneyso in ay ku maalgeliso 942 bilyan oo won ($ 849 milyan) warshaddeeda baytari ee Hungarian 2021. Maalgelintan waxaa loo isticmaali doonaa in lagu ballaariyo awoodda warshadda batteriga ee ugu horreysa ee gobolka (laga bilaabo). 30GWh ilaa 40GWh).) Oo ay dhisto warshadeeda labaad ee baytari gudaha Hungary.

Kuuriyada Koonfureed SKI ayaa sidoo kale ku dhawaaqday Janaayo 29 in ay galin doonto 1.3 trillion won (qiyaastii US$1.16 bilyan) si ay uga dhisto warshadeeda baytari ee saddexaad ee Hungary.SKI waxay sheegtay in warshadeeda saddexaad ee Hungary ay noqon doonto mashruuc wakhti dheer ah.Marka la gaaro 2028, wadarta maalgashiga warshadan waxay gaari doontaa 2.6 tiriliyan oo lagu guuleystay.

Intaa ka hor, SKI waxa ay ka dhistay magaalada Comeroon ee dalka Hungry wershadii ugu horreysay ee baytariga, iyada oo qaadi doonta 7.5GWh sannadkii, warshadda labaad ee baytarigana weli waa uu socdaa, iyada oo awoodda sannadlaha ah ee 9GWh.

Awoodda wax-soo-saarka sannadlaha ah ee caalamiga ah ee hadda ee SKI waa ku dhawaad ​​40GWh, hadafkeeduna waa in la kordhiyo awoodda wax-soo-saarka ilaa 125GWh marka la gaaro 2025.

Marka loo eego tirakoobyadii ugu dambeeyay ee suuqa batteriga tamarta adduunka ee 2020 oo ay sii deysay wakaaladda falanqaynta Kuuriyada Koonfureed ee SNE Research, awoodda caalamiga ah ee lagu rakibay baytariyada korantada ee baabuurta korantada waxay gaari doontaa 137GWh sanadka 2020, koror sannad-sannadka 17%.

Waxaa ka mid ah LG Chem oo kaalinta 2-aad kaga jira adduunka oo awoodiisu tahay 31GWh, Samsung SDI ayaa kaalinta shanaad kaga jirta adduunka iyada oo la rakibay 8GWh, shirkadda SKI ee Kuuriyada Koonfureed ayaa ku jirta kaalinta lixaad ee adduunka oo lagu rakibay 7GWh.

Sida laga soo xigtay warbixinnada warbaahinta Kuuriyada Koonfureed, LG Chem, Samsung SDI, iyo hal-abuurka SK ayaa si wada jir ah u xisaabiyay 30.8% suuqyada adduunka ee isticmaalka baytariyada baabuurta korontada ku shaqeeya ee la iibiyay bishii Janaayo ee sanadkan.Intaa waxaa dheer, sida laga soo xigtay xogta ugu dambeeyay ee la sii daayay by Shiinaha Automotive Power Battery Industry Innovation Alliance on March 11, in darajayn ee dalkayga shirkadaha batteriga korontada marka la eego mugga loading bishii February, shirkadda kaliya ee Kuuriya ee liiska, LG Chem, kaalinta saddexaad.

Intaa waxaa dheer, dhawaan, hay'adda cilmi-baarista ee EVTank iyo Machadka Cilmi-baarista Warshadaha Battery ee Shiinaha ayaa si wadajir ah u sii daayay "Waraaqda Cad ee Horumarinta Warshadaha Tamarta Cusub ee Shiinaha (2021)."Xogta warqadda cad waxay muujinaysaa in sanadka 2020, iibka caalamiga ah ee baabuurta tamarta cusub uu gaari doono 3.311 milyan unug, koror sanad walba ah 49.8%.Warqadda cad ayaa saadaalisay in iibka caalamiga ah ee baabuurta tamarta cusub uu gaari doono 16.4 milyan sanadka 2025, iyo guud ahaan heerka dhexgalka uu ka badnaan doono 20%.Marka la eego xagga baytariyada korontada, tirokoobyada waraaqaha cad cad ayaa muujinaya in 2020, shixnadaha caalamiga ah ee baytariyada tamarta ee baabuurta tamarta cusub ay gaari doonaan 158.2GWh, iyo baahida loo qabo baytariyada la filayo in ay gaaraan 919.4GWh by 2025.

Iyada oo rajooyin wanaagsan laga filayo, wareeg cusub oo batari koronto ah ayaa imanaya.Marka lagu daro shirkadaha batteriga Kuuriya, noocyada madax banaan ee batteriga gudaha ee ay matalaan waagii Ningde ayaa sidoo kale dardar gelinaya ballaarintooda, waxayna sidoo kale wadi doonaan qalabka, tiirarka togan iyo kuwa taban.Balaadhinta awoodda silsiladda warshadaha oo dhan oo ay ku jiraan agabka, ilaha korka ee cobalt-lithium, electrolytes, diaphragms, foils copper, foils aluminium.

 


Waqtiga boostada: Mar-24-2021