China Automotive Power Battery Innovation Alliance ("Battery Alliance") ayaa soo saartay xog muujinaysa in bishii Febraayo 2023, mugga rakibida baytariga Shiinaha uu ahaa 21.9GWh, koror ah 60.4% YoY iyo 36.0% MoM.Beteriyada ternary ayaa lagu rakibay 6.7GWh, oo ka dhigan 30.6% wadarta awooda la rakibay, koror ah 15.0% YoY iyo 23.7% MoM.Baytariyada fosfooraska birta ee lithium ayaa lagu rakibay 15.2GWh, taasoo ka dhigan 69.3% wadarta guud ee la rakibay, koror ah 95.3% YoY iyo 42.2% MoM.

Laga soo bilaabo xogta kor ku xusan, waxaan arki karnaa in saamigaphosphate birta lithiumwadarta guud ee saldhiga la rakibay waxa ay aad ugu dhawdahay 70%.Isbeddel kale ayaa ah, ha ahaato YoY ama MoM, heerka kobaca baytariyada fosfatka ee lithium iron ayaa aad uga dhaqso badan baytariyada ternary.Marka loo eego isbeddelkan xagga dambe, saamiga suuqa baytariyada birta fosfateed ee lithium ee saldhigga la rakibay ayaa ugu dhakhsaha badan dhaafi doona 70%!

Hyundai waxa ay tixgalinaysaa jiilka labaad ee Kia RayEV bilawga isticmaalka baytariyada Ningde Time lithium-iron fosfate baytariyada, kaas oo noqon doona Hyundai kii ugu horeeyay ee lagu bilaabo baytariyada lithium-iron-phosphate ee baabuurta korontada.Tani maaha wada shaqayntii ugu horaysay ee dhexmarta Hyundai iyo Ningde Times, maadaama ay Hyundai hore u soo bandhigtay baytari lithium ternary ah oo ay soo saartay CATL.Si kastaba ha ahaatee, kaliya unugyada batteriga ayaa laga keenay CATL, iyo modules-yada iyo baakadaha waxaa lagu fuliyay Koonfurta Kuuriya.

Macluumaadka ayaa muujinaya in Hyundai ay sidoo kale soo bandhigi doonto tignoolajiyada CATL ee “Cell To Pack” (CTP) si ay uga gudubto cufnaanta tamarta hoose.Fududeynta qaab dhismeedka moduleka, tignoolajiyadani waxay kordhin kartaa isticmaalka mugga batteriga 20% ilaa 30%, waxay yaraynaysaa tirada qaybaha 40%, waxayna kordhin kartaa waxtarka wax soo saarka 50%.

Kooxda Hyundai Motor Group ayaa kaalinta saddexaad ka gashay adduunka ka dib Toyota iyo Volkswagen oo wadarta iibka caalamiga ah ee ku saabsan 6,848,200 unug ee 2022. Suuqa Yurub, Hyundai Motor Group waxay iibisay 106.1 milyan unug, kaalinta afraad oo leh saami suuq ah 9.40%, taasoo ka dhigtay shirkadda baabuurta ee ugu kobaca badan.

Kooxda Hyundai Motor Group ayaa kaalinta saddexaad ka gashay adduunka ka dib Toyota iyo Volkswagen oo wadarta iibka caalamiga ah ee ku saabsan 6,848,200 unug ee 2022. Suuqa Yurub, Hyundai Motor Group waxay iibisay 106.1 milyan unug, kaalinta afraad oo leh saami suuq ah 9.40%, taasoo ka dhigtay shirkadda baabuurta ee ugu kobaca badan.

Dhinaca korantada, Kooxda Hyundai Motor Group waxay soo bandhigtay IONIQ (Enikon) 5, IONIQ6, Kia EV6, iyo baabuurta kale ee korontada saafiga ah ee ku salaysan E-GMP, oo ah goob u go'an oo loogu talagalay baabuurta korontada saafiga ah.Waxaa xusid mudan in Hyundai's IONIQ5 aan loo dooran oo keliya "Baabuurka Adduunka ee Sannadka 2022", laakiin sidoo kale "Baabuurka Korontada Adduunka ee Sannadka 2022" iyo "Naqshadaynta Baabuurta Adduunka ee Sannadka 2022".Moodooyinka IONIQ5 iyo IONIQ6 waxay iibin doonaan in ka badan 100,000 unug adduunka oo dhan sanadka 2022.

Baytariyada fosfatka ee lithium iron ayaa dunida ku qabsaday duufaan

Haa, waa run in shirkado badan oo baabuur ay horey u isticmaaleen ama ka fiirsanayeen isticmaalka baytariyada birta fosfateed ee lithium.Marka laga soo tago Hyundai iyo Stellantis, General Motors waxa kale oo ay sahaminaysaa suurtagalnimada isticmaalka baytariyada fosfateedka birta ee lithium si loo dhimo kharashaadka1.Toyota ee dalka Shiinaha ayaa ku isticmaashay baytariyada BYD lithium iron phosphate batari qaar ka mid ah baabuurteeda korontada.Horaantii 2022, Volkswagen, BMW, Ford, Renault, Daimler iyo shirkado kale oo badan oo caalami ah ayaa si cad u dhexgaliyay baytariyada fosfateed birta ee lithium qaabkooda heerka gelitaanka.

Shirkadaha baytariyadu waxay sidoo kale maalgalinayaan baytariyada fosfateed ee lithium iron.Tusaale ahaan, bilawga baytariga Maraykanka Tamarteena Xigta ayaa ku dhawaaqday in ay bilaabi doonto soo saarista baytariyada fosfateed birta lithium ee Michigan.Shirkaddu waxay sii wadi doontaa ballaarinteeda ka dib markii warshadeeda cusub ee $ 1.6 ay soo gasho internetka sanadka soo socda;marka la gaadho 2027, waxa ay qorshaynaysaa in ay bixiso baytariyada fosfateed ee lithium iron ku filan 200,000 oo baabuur oo koronto ah.

Kore Power, oo ah bilawga baytariyada kale ee Maraykanka, ayaa rajaynaya in baahida baytariyada fosfateed ee lithium ay ku koraan Maraykanka.Shirkaddu waxa ay qorshaynaysaa in ay samayso laba xariiq oo isku xidha warshad laga dhisayo Arizona dhamaadka sanadka 2024, mid ka mid ah soo saarista baytariyada ternary-ga ah, oo wakhtigan xaadirka ah ku ah Maraykanka, iyo tan kale ee soo saarista baytariyada birta ah ee lithium. .

Bishii Febraayo, Ningde Times iyo Ford Motor waxay gaareen heshiis.Ford ayaa ku tabaruci doonta $3.5 bilyan si loo dhiso warshad cusub oo baytari gudaha Michigan, Maraykanka, inta badan si loo soo saaro baytariyada fosfateed ee lithium iron.

LG New Energy ayaa dhawaan shaaca ka qaaday in shirkaddu ay kor u qaadayso horumarinta baytariyada birta fosfateed ee lithium ee baabuurta korontada.Hadafkeedu waa in ay ka dhigto waxqabadka baytarigeeda birta fosfateed ee lithium ka mid ah kuwa ay xafiiltamaan Shiinaha, taas oo ah, cufnaanta tamarta ee baytarigan marka loo eego C si ay u bixiso Tesla Model 3 baytari 20% ka sarreeya.

Intaa waxaa dheer, ilo-wareedyada ayaa sheegay in SK On uu sidoo kale la shaqeynayo shirkadaha qalabka fosfooraska ee lithium iron ee Shiinaha si ay u dejiyaan awoodda fosfatetada birta ee lithium ee suuqyada dibadda.