Shirkadda Shiinaha ee Shiinaha ee Warshadaha Batariga Korontada (“Battery Alliance”) ayaa soo saartay xog muujineysa in bishii Febraayo 2023, mugga rakibaadda baytariga korontada ee Shiinaha uu ahaa 21.9GWh, taasoo ah koror dhan 60.4% YoY iyo 36.0% MoM. Baytariyada ternary ee la rakibay 6.7GWh, taasoo ka dhigan 30.6% wadarta awoodda la rakibay, taasoo ah koror dhan 15.0% YoY iyo 23.7% MoM. Baytariyada birta ah ee Lithium phosphate ee la rakibay 15.2GWh, oo ka dhigan 69.3% wadarta awoodda la rakibay, taasoo ah koror dhan 95.3% YoY iyo 42.2% MoM.

Xogta kor ku xusan, waxaan arki karnaa in saamigafosfate birta lithiumGuud ahaan saldhigga la rakibay aad ayuu ugu dhow yahay 70%. Isbeddel kale ayaa ah, ha ahaato YoY ama MoM, heerka kobaca rakibidda baytariyada lithium iron phosphate aad ayuu uga dhakhso badan yahay baytariyada ternary. Sida laga soo xigtay isbeddelkan dhanka dambe, saamiga suuqa baytariyada lithium iron phosphate ee saldhigga la rakibay dhawaan wuxuu dhaafi doonaa 70%!

Hyundai waxay ka fiirsaneysaa jiilka labaad ee Kia RayEV bilowga isticmaalka baytariyada lithium-iron phosphate ee Ningde Time, kaas oo noqon doona Hyundai-kii ugu horreeyay ee la soo saaro iyadoo la adeegsanayo baytariyada lithium-iron-phosphate ee baabuurta korontada ku shaqeeya. Tani maaha iskaashigii ugu horreeyay ee dhexmara Hyundai iyo Ningde Times, maadaama Hyundai ay hore u soo bandhigtay baytari lithium ah oo ternary ah oo ay soo saartay CATL. Si kastaba ha ahaatee, unugyada baytariyada oo keliya ayaa laga keenay CATL, modules-ka iyo baakadahana waxaa lagu sameeyay Kuuriyada Koonfureed.

Macluumaadka ayaa muujinaya in Hyundai ay sidoo kale soo bandhigi doonto tiknoolajiyada "Cell To Pack" (CTP) ee CATL si looga gudbo cufnaanta tamarta yar. Iyada oo la fududeynayo qaab-dhismeedka module-ka, tiknoolajiyaddani waxay kordhin kartaa isticmaalka mugga ee baakadda batteriga 20% ilaa 30%, waxay yareyn kartaa tirada qaybaha 40%, waxayna kordhin kartaa hufnaanta wax soo saarka 50%.

Shirkadda Hyundai Motor Group ayaa kaalinta saddexaad ka gashay adduunka ka dib Toyota iyo Volkswagen iyadoo wadarta iibka adduunka oo dhan ay ahayd qiyaastii 6,848,200 oo unug sannadkii 2022. Suuqa Yurub, Hyundai Motor Group waxay iibisay 106.1 milyan oo unug, iyadoo gashay kaalinta afraad iyadoo leh saami suuqeed oo ah 9.40%, taasoo ka dhigaysa shirkadda baabuurta ugu kobaca badan.

Shirkadda Hyundai Motor Group ayaa kaalinta saddexaad ka gashay adduunka ka dib Toyota iyo Volkswagen iyadoo wadarta iibka adduunka oo dhan ay ahayd qiyaastii 6,848,200 oo unug sannadkii 2022. Suuqa Yurub, Hyundai Motor Group waxay iibisay 106.1 milyan oo unug, iyadoo gashay kaalinta afraad iyadoo leh saami suuqeed oo ah 9.40%, taasoo ka dhigaysa shirkadda baabuurta ugu kobaca badan.

Dhinaca korontada, Hyundai Motor Group waxay soo bandhigtay IONIQ (Enikon) 5, IONIQ6, Kia EV6, iyo gawaari kale oo koronto saafi ah oo ku salaysan E-GMP, oo ah goob loogu talagalay gawaarida korontada saafiga ah. Waxaa xusid mudan in IONIQ5 ee Hyundai aan loo dooran oo keliya "Gawaarida Adduunka ee Sannadka 2022", laakiin sidoo kale "Gawaarida Korontada Adduunka ee Sannadka 2022" iyo "Naqshadeynta Gawaarida Adduunka ee Sannadka 2022". Moodooyinka IONIQ5 iyo IONIQ6 waxay iibin doonaan in ka badan 100,000 oo unug adduunka oo dhan sanadka 2022.

Baytariyada fosfate-ka ee birta Lithium-ka ayaa dunida ku haya duufaan xooggan.

Haa, waa run in shirkado badan oo baabuur ah ay horey u isticmaaleen ama ka fiirsanayeen isticmaalka baytariyada fosfate-ka ee birta lithium. Marka laga soo tago Hyundai iyo Stellantis, General Motors waxay sidoo kale sahaminaysaa suurtagalnimada isticmaalka baytariyada fosfate-ka ee birta lithium si loo yareeyo kharashyada1. Toyota ee Shiinaha waxay isticmaashay baytariga daabka birta lithium phosphate ee BYD qaar ka mid ah baabuurteeda korontada ku shaqeeya1. Horraantii 2022, Volkswagen, BMW, Ford, Renault, Daimler iyo shirkado kale oo badan oo caalami ah oo baabuurta caadiga ah ayaa si cad ugu daray baytariyada fosfate-ka ee birta lithium moodeelkooda heerka gelitaanka.

Shirkadaha baytariyada ayaa sidoo kale maalgashanaya baytariyada fosfate-ka birta lithium. Tusaale ahaan, shirkadda korontada ee Mareykanka ee Our Next Energy ayaa ku dhawaaqday inay bilaabi doonto soo saarista baytariyada fosfate-ka birta lithium ee Michigan. Shirkaddu waxay sii wadi doontaa ballaarinteeda ka dib marka warshadeeda cusub ee $1.6 bilyan ay online timaado sanadka soo socda; marka la gaaro 2027, waxay qorsheyneysaa inay bixiso baytariyada fosfate-ka birta lithium ee ku filan 200,000 oo baabuur oo koronto ku shaqeeya.

Kore Power, oo ah shirkad kale oo baytariyada Mareykanka ah, ayaa fileysa in baahida baytariyada lithium iron phosphate ay ku korto Mareykanka. Shirkaddu waxay qorsheyneysaa inay laba khad oo isku-dhafan ka sameyso warshad laga dhisayo Arizona dhammaadka 2024, mid loogu talagalay soo saarista baytariyada ternary, oo hadda ah kuwa ugu caansan Mareykanka, iyo tan kale ee loogu talagalay soo saarista baytariyada lithium iron phosphate1.

Bishii Febraayo, Ningde Times iyo Ford Motor waxay gaareen heshiis. Ford waxay ku deeqi doontaa $3.5 bilyan si loo dhiso warshad cusub oo baytariyada ah oo ku taal Michigan, Mareykanka, inta badan si loo soo saaro baytariyada birta lithium phosphate.

Shirkadda LG New Energy ayaa dhawaan shaaca ka qaaday in shirkaddu ay kor u qaadayso horumarinta baytariyada lithium iron phosphate ee baabuurta korontada ku shaqeeya. Hadafkeedu waa inay ka dhigto baytariyada lithium iron phosphate inay ka fiicnaato kuwa ay xafiiltamaan ee Shiinaha, taas oo ah, cufnaanta tamarta baytarigan marka loo eego C si ay u siiso baytariga Tesla Model 3 20% ka sarreeya.

Intaa waxaa dheer, ilo wareedyo ayaa sheegaya in SK On ay sidoo kale la shaqeyneyso shirkadaha Shiinaha ee agabka lithium iron phosphate si loo dejiyo awoodda lithium iron phosphate ee suuqyada dibadda.