Iko kuwedzera kwemutengo wemotokari dzemagetsi, China ichanamirwa ne "nickel-cobalt-lithium"?

Tungamira:Zvinoenderana nehuwandu husina kukwana, dzinenge dzese mhando dzemotokari dzemagetsi, dzinosanganisira Tesla, BYD, Weilai, Euler, Wuling Hongguang MINI EV, nezvimwewo, vazivisa hurongwa hwekuwedzera mutengo wehukuru hwakasiyana.Pakati pavo, Tesla yakasimuka kwemazuva matatu akatevedzana mumazuva masere, nekuwedzera kukuru kusvika ku20,000 yuan.

Chikonzero chekuwedzera kwemutengo chinonyanya kukonzerwa nekuwedzera kwemutengo wezvigadzirwa.

"Kukanganiswa nekugadziriswa kwemitemo yenyika uye kuwedzera kunoramba kuripo kwemitengo yezvinhu zvakasvibiswa zvemabhatiri uye machipisi, mutengo wemhando dzakasiyana dzeChery New Energy wakaramba uchikwira," akadaro Chery.

"Ichikanganiswa nezvinhu zvakawanda zvakadai sekukwira kwemitengo yezvigadzirwa kumusoro uye kusimba kwekutengesa, Nezha ichagadzirisa mitengo yemhando dziri kutengeswa," akadaro Nezha.

"Ichikanganiswa nekuenderera mberi kwakasimba kwemitengo yezvinhu, BYD ichagadzirisa mitengo yepamutemo yemhando itsva dzesimba dzakadai seDynasty.com neOcean.com," BYD yakati.

Tichitarisa kubva kune zvikonzero zvekuwedzera kwemutengo kunoziviswa nemunhu wese, "mutengo wezvigadzirwa zvinoramba uchikwira zvakanyanya" ndicho chikonzero chikuru.Zvishandiso zvataurwa pano zvinonyanya kureva lithium carbonate.Sekureva kwenhau dzeCCTV, Liu Erlong, mutevedzeri wemukuru wekambani itsva yemagetsi muJiangxi, akati: "Mutengo we (lithium carbonate) waichengetedzwa pa50,000 yuan patani, asi mushure megore rinopfuura. ikozvino yakwira kusvika pa500,000 yuan.yuan patani."

Maererano neruzivo rwevanhu, mumakore ekutanga ekugadzirwa kwemotokari dzemagetsi, lithiamu mabhatiri akambotora anenge 50% yemutengo wemotokari yemagetsi, iyo lithium carbonate yakaverengera 50% yemari yakasvibirira yerithium mabhatiri.Lithium carbonate inoita 5% kusvika 7.5% yemutengo wemotokari dzemagetsi dzakachena.Kuwedzera kwemutengo kunopenga kwezvinhu zvakadaro kunokanganisa zvakanyanya kusimudzirwa kwemotokari dzemagetsi.

Zvinoenderana nekuverenga, lithium iron phosphate bhatiri mota ine simba re60kWh inoda 30kg ye lithium carbonate.Iyo ternary lithium bhatiri mota ine simba re51.75kWh inoda 65.57kg yenickel uye 4.8kg yecobalt.Pakati pavo, nickel uye cobalt isimbi isingawanzo, uye matura avo mune crustal zviwanikwa haana kukwirira, uye anodhura.

PaYabuli China Entrepreneurs Forum muna 2021, Sachigaro weBYD Wang Chuanfu akamboratidza kushushikana kwake nezve "ternary lithium bhatiri": iyo ternary bhatiri inoshandisa yakawanda cobalt uye nickel, uye China haina cobalt uye nickel diki, uye China haigone kuwana mafuta. kubva kumafuta.Mutsipa wekadhi wakashandurwa kuva mutsipa wekadhi ye cobalt uye nickel, uye mabhatiri anoshandiswa pamwero mukuru haagoni kuvimba nesimbi isingawanzoitiki.

Muchokwadi, sezvakataurwa pamusoro apa, kwete chete "ternary material" ye ternary lithium mabhatiri iri kuva chipingamupinyi pakugadzirwa kwemotokari dzemagetsi - ichi ndicho chikonzero nei vagadziri vakawanda vari kuongorora "mabhatiri asina cobalt" uye humwe hutsva hutsva hwebheteri. , kunyange kana Iri lithium (lithium iron phosphate bhatiri) iyo Wang Chuanfu akati ne "zvakawanda zvakachengetwa", uye iri kusanganawo nekukanganisa kwekukwira kwemutengo wezvigadzirwa zvayo zvakadai se lithium carbonate.

Zvinoenderana neruzhinji data, China parizvino inovimba nekutenga kunze kwenyika kwe80% yezviwanikwa zvayo zvelithium.Kubva muna 2020, nyika yangu zviwanikwa zvelithium i5.1 miriyoni matani, inoverengera 5.94% yezviwanikwa zvepasirese.Bolivia, Argentina neChile muSouth America dzakatora 60%.

Wang Chuanfu, zvakare sachigaro weBYD, akamboshandisa matatu 70% kutsanangura chikonzero nei achida kugadzira mota dzemagetsi: kuvimba nemafuta ekunze kunopfuura 70%, uye inopfuura 70% yemafuta inofanira kupinda muChina kubva kuSouth China Sea ( iyo "South China Sea Crisis" muna 2016) Vagadziri veChina vanonzwa kusachengeteka kwenzira dzekufambisa oiri), uye inopfuura 70% yemafuta inopedzwa neindasitiri yekufambisa.Nhasi, mamiriro e lithium zviwanikwa haaite seane tariro.

Maererano neCCTV nhau mishumo, mushure mekushanyira akati wandei emakambani emotokari, takadzidza kuti kutenderera uku kwemitengo kukwira muna Kukadzi kwakatangira pa1,000 yuan kusvika kune gumi,000 yuan.Kubva munaKurume, makambani anoda kusvika makumi maviri emagetsi matsva akazivisa kuwedzera kwemitengo, zvinosanganisira angangoita makumi mana modhi.

Saka, nekukurumidzira kukurumbira kwemotokari dzemagetsi, mitengo yavo icharamba ichikwira nekuda kwezvinetso zvakasiyana-siyana zvezvinhu zvakadai se lithium resources?Motokari dzemagetsi dzichabatsira nyika kuderedza kuvimba kwayo ne "petrodollars", asi ichaita "lithium resources" Zvakadini nekuva chimwe chinhu chisingadzoreki chinonamatira?

 


Nguva yekutumira: Kubvumbi-22-2022