ʻAʻole i pau ka hemahema o nā kaʻa, a ua hoʻokomo hou ʻia ka mana "pōkole pākiki".
I kēia mau lā, ua piʻi aʻe nā lono e pili ana i ka nele o nā pihi mana no nā kaʻa ikehu hou.Ua ʻōlelo ʻo Ningde era ua holo wikiwiki lākou no ka hoʻouna ʻana.Ma hope mai, ua ʻōlelo ʻia ua hele ʻo He Xiaopeng i ka hale hana e hoʻopaʻa i nā waiwai, a ua hōʻike ʻia ʻo CCTV Waiwai Channel.
ʻO nā mea hana kaʻa hou kaulana i ka home a me nā ʻāina ʻē aʻe i hoʻoikaika nui i kēia manaʻo.Ua ʻōlelo mua ʻo Weilai Li Bin, ʻo ka nele o nā pihi mana a me nā chips e kaupalena ana i ka mana hana o Weilai Automobile.Ma hope o ke kūʻai ʻana o nā kaʻa i Iulai, ua hoʻi hou ʻo Weilai.Hoʻomaopopo i nā pilikia o ke kaulahao hoʻolako.
ʻOi aku ka makemake o Tesla no nā pā.I kēia manawa, ua hoʻokumu ʻo ia i kahi pilina pili me nā ʻoihana pākahi mana.Ua hoʻokuʻu ʻo Musk i kahi ʻōlelo wiwo ʻole: kūʻai aku nā hui pākahi mana e like me ka nui o nā pākahi a lākou e hana ai.Ma ka ʻaoʻao ʻē aʻe, aia ʻo Tesla i ka hana hoʻāʻo ʻana o 4680 mau pā.
I ka ʻoiaʻiʻo, hiki i nā hana a nā ʻoihana pākaukau mana ke haʻi i kahi manaʻo maʻamau o kēia mea.Mai ka hoʻomaka ʻana o kēia makahiki, ua hoʻopaʻa inoa kekahi mau ʻoihana uila uila e like me Ningde Times, BYD, AVIC Lithium, Guoxuan Hi-Tech a me Honeycomb Energy i nā ʻaelike ma Kina.E kūkulu i hale hana.ʻO nā hana a nā hui pākaukau e hoʻolaha ana i ke ola ʻana o ka pau ʻana o ka pā uila.
No laila, he aha ka nui o ka nele o nā pihi mana?He aha ke kumu nui?Pehea i pane aku ai nā hui kaʻa a me nā hui pākaukau?No kēia hopena, ua hoʻopili ʻo Che Dongxi i kekahi mau hui kaʻa a me nā ʻoihana ʻoihana pākaukau a loaʻa i kekahi mau pane maoli.
1. ʻO ka hemahema o ka pā uila uila, ua mākaukau kekahi mau hui kaʻa
I ke au o nā kaʻa ikehu hou, ua lilo nā pihi mana i mea waiwai nui.Eia nō naʻe, i kēia mau manawa i hala aku nei, ua hoʻolaha ʻia nā manaʻo e pili ana i ka nele o nā pā uila.Aia kekahi mau moʻolelo e pili ana i ka mea nāna i hoʻokumu iā Xiaopeng Motors, ʻo He Xiaopeng, i noho no hoʻokahi pule i ka wā Ningde no nā pihi, akā ua hōʻole ʻia kēia nūhou e He Xiaopeng ponoʻī.Ma kahi ninaninau kūʻokoʻa me kahi mea hoʻopuka mai China Business News, ua ʻōlelo ʻo He Xiaopeng he ʻoiaʻiʻo kēia hōʻike, a ua ʻike pū ʻo ia mai ka nūhou.
Akā, ʻo ia mau lono e hōʻike ana i ka nui a i ʻole ka liʻiliʻi o ke ʻano o ka nele o ka pākaukau i nā kaʻa ikehu hou.
Eia nō naʻe, aia nā manaʻo like ʻole e pili ana i ka hemahema o ka pākaukau ma nā hōʻike like ʻole.ʻAʻole maopopo ke kūlana maoli.I mea e hoʻomaopopo ai i ka hemahema o nā ʻōhua mana i kēia manawa, ua kamaʻilio ke kaʻa a me ka ʻoihana pākaukau mana me nā poʻe he nui i ka ʻoihana kaʻa a me nā ʻoihana uila mana.ʻO kekahi mau ʻike mua.
Ua kamaʻilio mua ka hui kaʻa me kekahi poʻe o ka hui kaʻa.ʻOiai ua hōʻike mua ʻo Xiaopeng Motors i ka lono o ka hemahema o ka pākaukau, i ka wā e ʻimi ana ke kaʻa i ka hōʻoia mai Xiaopeng Motors, ua pane ka ʻaoʻao ʻē aʻe, "ʻaʻohe mea like i kēia manawa, a e lanakila ka ʻike kūhelu."
I ka mahina o Iulai i hala aku nei, ua kūʻai aku ʻo Xiaopeng Motors i 8,040 mau kaʻa hou, he piʻi o 22% mahina-ma-mahina a me ka piʻi ʻana o ka makahiki-ma-makahiki o 228%, e wāwahi ana i ka moʻolelo hoʻouna hoʻokahi mahina.Hiki ke ʻike ʻia ke piʻi nui ʻana o ke koi ʻana o Xiaopeng Motors no nā pā., Akā inā pili ke kauoha i ka pākaukau, ʻaʻole i ʻōlelo nā luna o Xiaopeng.
Ma ka ʻaoʻao ʻē aʻe, ua hōʻike mua ʻo Weilai i kona hopohopo e pili ana i nā pihi.Ma Malaki o kēia makahiki, ua ʻōlelo ʻo Li Bin, ʻo ka hāʻawi ʻana i ka pākaukau i ka hapaha lua o kēia makahiki e hālāwai me ka bottleneck nui loa."E kaupalena ʻia nā ʻeke a me nā ʻāpana (ka pōkole) i ka lawe ʻana o Weilai i kēlā me kēia mahina ma kahi o 7,500 mau kaʻa, a e hoʻomau ʻia kēia kūlana a hiki i Iulai."
I kekahi mau lā i hala aku nei, ua hoʻolaha ʻo Weilai Automobile ua kūʻai aku ʻo ia i 7,931 mau kaʻa hou i Iulai.Ma hope o ka hoʻolaha ʻia ʻana o ka nui o nā mea kūʻai aku, ua ʻōlelo ʻo Ma Lin, ka luna nui o nā kamaʻilio hui a me ka luna hoʻomalu pili aupuni o Weilai Automobile, i loko o kāna pōʻai pilikino o nā hoaaloha: I ka makahiki holoʻokoʻa, e loaʻa koke ka pākaukau 100-degere.ʻAʻole mamao loa ka lawe ʻana o Norewai.ʻAʻole lawa ka mana o ke kaulahao e hoʻokō i nā koi. "
Eia nō naʻe, ʻo ka mea i ʻōlelo ʻia e Ma Lin he pahu mana a i ʻole ka pahu kaʻa, ʻaʻole maopopo.Eia naʻe, ua ʻōlelo kekahi mau nūhou, ʻoiai ua hoʻomaka ʻo Weilai e hoʻopuka i nā pākaukau 100-degere, ua pau nā hale kūʻai he nui i kēia manawa.
I kēia mau lā, ua nīnauele pū ʻo Chedong i nā limahana mai kahi hui hana kaʻa ʻokoʻa.Ua ʻōlelo ka poʻe limahana o ka ʻoihana e hōʻike ana ka hōʻike o kēia manawa i ka hapa nui o nā pihi mana, a ua hoʻomākaukau mua kā lākou hui i ka waihona ma 2020, no laila i kēia lā a ʻapōpō.ʻAʻole e hoʻopilikia ʻia nā makahiki e ka hemahema o ka pākaukau.
Ua nīnau hou ʻo Che Dong inā pili kāna waihona i ka mana hana i hoʻopaʻa mua ʻia me ka hui pākaukau a i ʻole ke kūʻai pololei ʻana i ka huahana e mālama i loko o ka hale kūʻai.Ua pane mai kekahi aoao, aia ia mau mea elua.
Ua nīnau pū ʻo Che Dong i kahi hui kaʻa kuʻuna, akā ʻo ka pane ʻaʻole i hoʻopilikia ʻia.
Mai ka launa pū ʻana me nā hui kaʻa, ʻike ʻia ʻaʻole i loaʻa ka hapa o ka pā uila i kēia manawa, a ʻo ka hapa nui o nā ʻoihana kaʻa ʻaʻole i loaʻa nā pilikia me ka lako pākaukau.Akā no ka nānā pono ʻana i ka mea, ʻaʻole hiki ke hoʻoholo wale ʻia e ka hoʻopaʻapaʻa ʻana o ka hui kaʻa, a he koʻikoʻi nō hoʻi ka hoʻopaʻapaʻa ʻana o ka hui pākahi.
2. Ua ʻōlelo pololei nā hui pākahi ʻaʻole lawa ka mana hana, a ke holo wikiwiki nei nā mea hoʻolako i ka hana
I ke kamaʻilio ʻana me nā hui kaʻa, ua kūkākūkā pū ka hui kaʻa i kekahi o nā ʻoihana o nā hui pākahi mana.
Ua hōʻike lōʻihi ʻo Ningde Times i ka honua o waho i ka paʻa o ka mana o nā pihi mana.I ka hoʻomaka ʻana o kēia Mei, ma ka hui ʻana o nā mea kuleana o Ningde Times, ua ʻōlelo ka luna o ka Ningde Times, ʻo Zeng Yuqun, "ʻaʻole hiki i nā mea kūʻai ke hoʻomanawanui i ka koi hou ʻana no nā waiwai."
I ka nīnau ʻana o Che Dongxi i ka Ningde Times no ka hōʻoia ʻana, ʻo ka pane i loaʻa iā ia ʻo "Zeng Zeng i hana i kahi ʻōlelo lehulehu," hiki ke manaʻo ʻia he hōʻoia o kēia ʻike.Ma hope o nā nīnau hou aʻe, ua ʻike ʻo Che Dong ʻaʻole ʻaʻole lawa ka lako o nā ʻaʻa a pau i ka wā Ningde.I kēia manawa, ʻo ka hāʻawi ʻana i nā pihi kiʻekiʻe ka hapa nui.
ʻO CATL ka mea hoʻolako nui i nā ʻeke lithium nickel ternary kiʻekiʻe ma Kina, a me ka mea hoʻolako nui i nā pihi NCM811.ʻO ka pākaukau kiʻekiʻe i hōʻike ʻia e CATL e pili ana i kēia pākaukau.Pono e ʻike ʻia ʻo ka hapa nui o nā pākaukau i hoʻohana ʻia e Weilai i kēia manawa he NCM811.
Ua hōʻike pū aku ʻo Honeycomb Energy iā Che Dongxi ʻaʻole lawa ka mana o ka pā uila i kēia manawa, a ua hoʻopaʻa ʻia ka mana hana o kēia makahiki.
Ma hope o ka nīnau ʻana o Che Dongxi iā Guoxuan High-Tech, ua loaʻa nō hoʻi ka lono i ka lawa ʻole o ka mana hana pākaukau o kēia manawa, a ua hoʻopaʻa ʻia ka mana hana e kū nei.Ma mua, ua hōʻike nā limahana ʻo Guoxuan Hi-Tech ma ka Pūnaewele i mea e hōʻoia ai i ka hoʻolako ʻana i nā pākaukau i nā mea kūʻai aku o lalo, ke hana nei ka waihona hana i nā manawa keu e hopu ai.
Eia kekahi, e like me nā hōʻike o ka lehulehu, i ka Mei o kēia makahiki, ua hōʻike ʻo Yiwei Lithium Energy i kahi hoʻolaha e hana ana nā hale hana a me nā laina hana o ka hui i ka piha piha, akā ke manaʻo ʻia e hoʻomau ka hoʻolako ʻana i nā huahana i ka pōkole. lako no ka makahiki i hala.
Ke hoʻonui nei ʻo BYD i kāna kūʻai ʻana i nā mea maka i kēia manawa, a me he mea lā he mākaukau ia e hoʻonui i ka hiki ke hana.
ʻO ka paʻa paʻa o ka hana ʻana o nā ʻoihana pākahi mana i pili pū i nā kūlana hana o nā ʻoihana maka.
ʻO Ganfeng Lithium kahi mea hoʻolako nui o nā mea lithium ma Kina, a loaʻa iā ia nā pilina pili pono me nā hui pākahi mana.Ma kahi ninaninau me ka media, ua ʻōlelo ʻo Huang Jingping, ka luna o ka ʻoihana maikaʻi o Ganfeng Lithium Electric Power Battery Factory: Mai ka hoʻomaka ʻana o ka makahiki a hiki i kēia manawa, ʻaʻole mākou i hoʻōki i ka hana.No hoʻokahi mahina, e hana mākou i ka hana piha no nā lā 28.“
Ma muli o nā pane o nā ʻoihana kaʻa, nā hui pākaukau, a me nā mea hoʻolako maka, hiki ke hoʻoholo ʻia aia ka hapa o nā pā uila i ke kahua hou.Ua hoʻonohonoho mua kekahi mau hui kaʻa e hōʻoia i ka hoʻolako ʻana i ka pākaukau o kēia manawa.ʻO ka hopena o ka hiki ke hana pākaukau paʻa.
ʻO ka ʻoiaʻiʻo, ʻaʻole he pilikia hou ka nele o nā ʻalani mana i ʻike ʻia i nā makahiki i hala iho nei, no laila no ke aha i ʻoi aku ka nui o kēia pilikia i kēia mau manawa?
3. ʻOi aku ka mākeke ikehu hou ma mua o nā manaʻolana, a ua piʻi nui ke kumukūʻai o nā mea maka
E like me ke kumu o ka nele o ka chips, ʻaʻole hiki ke hoʻokaʻawale ʻia ka hemahema o nā pā uila mai ka mākeke skyrocketing.
Wahi a ka ʻikepili mai ka China Automobile Association, i ka hapa mua o kēia makahiki, ʻo 1.215 miliona ka hana kūloko o nā kaʻa ʻenehana hou a me nā kaʻa kaʻa, he 200.6% ka nui o ka makahiki.
Ma waena o lākou, he 1.149 miliona mau kaʻa hou he mau kaʻa kaʻa kaʻa kaʻa hou, he piʻi makahiki i ka makahiki he 217.3%, a he 958,000 nā hiʻohiʻona uila maʻemaʻe, hoʻonui i ka makahiki he 255.8%, a me ka plug-in hybrid version. he 191,000, he piʻi makahiki o 105.8%.
Eia kekahi, aia he 67,000 mau kaʻa kālepa ikehu hou, he 57,6% ka makahiki o ka makahiki, a he 65,000 ka hoʻopuka o nā kaʻa kalepa uila maʻemaʻe, he 64,5% ka hoʻonui ʻana i ka makahiki, a me ka hoʻopuka o nā hybrid. ʻO nā kaʻa pāʻoihana he 10 tausani, ka emi ʻana o ka makahiki-ma-makahiki o 49.9%.Mai kēia mau ʻikepili, ʻaʻole paʻakikī ka ʻike ʻana i ka mākeke kaʻa ikaika hou o kēia makahiki, inā he uila maʻemaʻe a plug-in hybrids paha, ua ʻike i ka ulu nui, a ua pālua ka ulu ʻana o ka mākeke holoʻokoʻa.
E nānā kākou i ke kūlana o nā pila mana.I ka hapa mua o kēia makahiki, ʻo 74.7GWh ka mana o koʻu ʻāina, kahi hoʻonui kumulative o 217.5% makahiki-ma-makahiki.Mai ka hiʻohiʻona o ka ulu ʻana, ua hoʻomaikaʻi nui ʻia ka hoʻopuka ʻana o nā pihi mana, akā ua lawa anei ka hoʻopuka ʻana o nā pihi mana?
E hana i kahi helu maʻalahi, e lawe i ka mana pākaukau o kahi kaʻa kaʻa e like me 60kWh.ʻO ke koi pākaukau no nā kaʻa kaʻa he: 985000*60kWh=59100000kWh, ʻo ia ka 59.1GWh (helu helu ʻino, no ka ʻike wale nō ka hopena).
ʻO ka mana pākaukau o ke kumu hoʻohālike plug-in hybrid ma kahi o 20kWh.Ma muli o kēia, ʻo ke koi pākaukau o ka hoʻohālike plug-in hybrid: 191000*20=3820000kWh, ʻo ia ka 3.82GWh.
ʻOi aku ka nui o nā kaʻa ʻoihana uila maʻemaʻe, a ʻoi aku ka nui o ke koi no ka nui o ka pākaukau, hiki ke hiki i ka 90kWh a i ʻole 100kWh.Mai kēia helu ʻana, ʻo ka koi pākaukau no nā kaʻa kalepa ʻo 65000*90kWh=5850000kWh, ʻo ia ka 5.85GWh.
Ma ka helu ʻana, pono nā kaʻa ikehu hou ma ka liʻiliʻi loa he 68.77GWh o nā pā mana i ka hapa mua o ka makahiki, a ʻo ka hoʻopuka ʻana o nā pihi mana i ka hapa mua o ka makahiki he 74.7GWh.ʻAʻole nui ka ʻokoʻa ma waena o nā waiwai, akā ʻaʻole ia e noʻonoʻo ua kauoha ʻia nā pihi mana akā ʻaʻole i hana ʻia.No nā hiʻohiʻona kaʻa, inā hoʻohui pū ʻia nā waiwai, ʻoi aku paha ka hopena ma mua o ka puka ʻana o nā pihi mana.
Ma ka ʻaoʻao ʻē aʻe, ʻo ka hoʻonui mau ʻana o ke kumukūʻai o ka mana o nā lako uila i hoʻopaʻa ʻia i ka mana hana o nā ʻoihana pākaukau.Hōʻike ka ʻikepili lehulehu i ke kumu kūʻai nui o ka lithium carbonate i kēia manawa ma waena o 85,000 yuan a me 89,000 yuan/ton, ʻo ia ka piʻi ʻana o 68.9% mai ke kumu kūʻai o 51,500 yuan/ton i ka hoʻomaka o ka makahiki a hoʻohālikelike ʻia me 48,000 o ka makahiki i hala. yuan/ton.Hoʻonui ʻia ma kahi o pālua.
Ua piʻi aʻe ke kumukūʻai o ka lithium hydroxide mai 49,000 yuan / ton i ka hoʻomaka o ka makahiki a hiki i ka 95,000-97,000 yuan / ton i kēia manawa, he piʻi o 95.92%.Ua piʻi ke kumukūʻai o ka lithium hexafluorophosphate mai ka haʻahaʻa loa o 64,000 yuan / ton ma 2020 a ma kahi o 400,000 yuan / ton, a ua piʻi ke kumukūʻai ma mua o ʻeono manawa.
Wahi a ka ʻikepili mai Ping An Securities, i ka hapa mua o ka makahiki, ua piʻi ke kumukūʻai o nā mea ternary e 30%, a ua piʻi ke kumukūʻai o nā mea lithium hao phosphate e 50%.
I nā huaʻōlelo ʻē aʻe, ke kū nei nā ala ʻenehana ʻelua i kēia manawa i ke kahua pākaukau mana i ka piʻi ʻana o ke kumukūʻai o nā mea maka.Ua kamaʻilio pū ka luna hoʻomalu o Ningde Times Zeng Yuqun e pili ana i ka piʻi ʻana o ke kumukūʻai o nā lako lako uila mana ma ka hālāwai o nā mea kuleana.ʻO ka piʻi ʻana o ke kumukūʻai o nā mea maka e loaʻa i ka hopena koʻikoʻi i ka hoʻopuka ʻana o nā pihi mana.
Eia kekahi, ʻaʻole maʻalahi ka hoʻonui ʻana i ka mana hana ma ke kahua pākaukau mana.Ma kahi o 1.5 a 2 mau makahiki paha ke kūkulu ʻana i hale ʻoihana uila mana hou, a pono pū kekahi e hoʻokomo i nā piliona kālā.I ka wā pōkole, ʻaʻole maoli ka hoʻonui ʻana i ka hiki.
ʻO ka ʻoihana pākaukau mana he ʻoihana pale kiʻekiʻe, me nā koi kiʻekiʻe no nā paepae ʻenehana.I mea e hōʻoiaʻiʻo ai i ka paʻa ʻana o ka huahana, nui nā hui kaʻa e kau i nā kauoha me nā mea pāʻani kiʻekiʻe, i alakaʻi ai i kekahi mau hui pākaukau ma luna e lawe Walked ma mua o 80% o ka mākeke.ʻO ke kūpono, ʻo ka mana hana o nā mea pāʻani kiʻekiʻe e hoʻoholo i ka hiki ke hana o ka ʻoihana.
I ka wā pōkole, hiki i ka liʻiliʻi o nā pihi mana, akā ʻoi aku ka maikaʻi, ke ʻimi nei nā hui kaʻa a me nā ʻoihana pā uila i nā hopena.
4. ʻAʻole hoʻopololei nā hui pākaukau i ke kūkulu ʻana i nā hale hana a hoʻokomo kālā i nā mines
No nā ʻoihana pākaukau, ʻelua mau pilikia e pono e hoʻoholo koke ʻia ka mana hana a me nā mea maka.
ʻaneʻane e hoʻonui ikaika ana nā pākaukau a pau i ko lākou hiki ke hana.Ua hoʻokomo kālā ʻo CATL i ʻelua mau papahana ʻoihana pākaukau nui ma Sichuan a me Jiangsu, me ka huina kālā he 42 biliona yuan.ʻO ka mea kanu pākaukau i hoʻokomo ʻia ma Yibin, Sichuan e lilo i hoʻokahi o nā hale hana pākaukau nui loa ma CATL.
Eia hou, loaʻa i Ningde Times kahi papahana hoʻokumu pākaukau lithium-ion Ningde Cheliwan, kahi papahana hoʻonui pākaukau lithium-ion ma Huxi, a me kahi hale hana pākaukau ma Qinghai.E like me ka hoʻolālā, e 2025, e hoʻonui ʻia ka nui o ka mana hana pākaukau o CATL i 450GWh.
Ke hoʻonui nei ʻo BYD i kona hiki ke hana.I kēia manawa, ua hoʻokomo ʻia nā ʻōpala o ka mea kanu Chongqing i ka hana, me ka mana hana makahiki ma kahi o 10GWh.Ua kūkulu pū ʻo BYD i kahi mea kanu pākahi ma Qinghai.Eia hou, hoʻolālā ʻo BYD e kūkulu i nā mea kanu pākaukau hou ma Xiʻan a me Chongqing Liangjiang New District.
Wahi a ka hoʻolālā o BYD, manaʻo ʻia ka nui o ka mana hana e pili ana i nā pākahi blade e hoʻonui i 100GWh e 2022.
Eia kekahi, ʻo kekahi mau ʻoihana pākaukau e like me Guoxuan High-Tech, AVIC Lithium Battery, a me Honeycomb Energy ke hoʻolalelale nei i ka hoʻolālā ʻana i ka hiki.E hoʻokomo kālā ʻo Guoxuan Hi-Tech i ke kūkulu ʻana i nā papahana hana pākaukau lithium ma Jiangxi a me Hefei mai Mei a Iune i kēia makahiki.Wahi a ka hoʻolālā a Guoxuan Hi-Tech, e hoʻohana ʻia nā mea kanu ʻelua i ka makahiki 2022.
Wahi a Guoxuan High-Tech e hiki i ka makahiki 2025, hiki ke hoʻonui ʻia ka mana hana pākaukau i 100GWh.Ua hoʻokomo pū ʻo AVIC Lithium Battery i nā kumu hana pākaukau mana a me nā papahana mineral ma Xiamen, Chengdu a me Wuhan i Mei o kēia makahiki, a hoʻolālā e hoʻonui i ka mana hana pākaukau i 200GWh e 2025.
I ʻApelila a me Mei o kēia makahiki, ua hoʻopaʻa inoa ʻo Honeycomb Energy i nā papahana pākahi mana ma Maʻanshan a me Nanjing.Wahi a ka ʻikepili kūhelu, ʻo ka hoʻolālā makahiki o Honeycomb Energy ka mana hana o kāna mea kanu mana ma Maʻanshan he 28GWh.I Mei, ua kau inoa ʻo Honeycomb Energy i kahi kuʻikahi me Nanjing Lishui Development Zone, e hoʻolālā ana e hoʻolilo i 5.6 biliona yuan i ke kūkulu ʻana i kahi kahua hana pā uila me ka nui o 14.6GWh.
Eia hou, ua loaʻa iā Honeycomb Energy ka mea kanu Changzhou a ke piʻi nei i ke kūkulu ʻana i ka mea kanu Suining.Wahi a ka hoʻolālā o Honeycomb Energy, e hoʻokō ʻia ka 200GWh o ka mana hana ma 2025.
Ma o kēia mau papahana, ʻaʻole paʻakikī ka ʻike ʻana e hoʻonui nui nei nā ʻoihana pākaukau mana i kā lākou hana hana.Ua helu ʻia ma ka makahiki 2025, hiki i ka mana hana o kēia mau ʻoihana i 1TWh.Ke hoʻokomo ʻia kēia mau hale hana i ka hana, e hoʻopau maikaʻi ʻia ka hemahema o nā pihi mana.
Ma kahi o ka hoʻonui ʻana i ka mana hana, ke kau nei nā ʻoihana pākaukau ma ke kahua o nā mea maka.Ua hoʻolaha ʻo CATL i ka hopena o ka makahiki i hala e hoʻolilo ʻo ia i 19 biliona yuan e hoʻopukapuka i nā hui kaulahao ʻoihana uila.I ka hopena o Mei o kēia makahiki, ua hoʻokomo ʻo Yiwei Lithium Energy a me Huayou Cobalt i kahi papahana hoʻoheheʻe nickel hydrometallurgical laterite ma Indonesia a hoʻokumu i kahi hui.Wahi a ka hoʻolālā, e hana ana kēia papahana ma kahi o 120,000 tons metala nickel a ma kahi o 15,000 tons o ka metala cobalt i kēlā me kēia makahiki.ʻO ka huahana
Ua hoʻokumu ʻo Guoxuan Hi-Tech a me Yichun Mining Co., Ltd. i kahi hui eli ʻana i hui pū ʻia, nāna i hoʻoikaika i ka hoʻonohonoho ʻana o nā kumuwaiwai lithium i luna.
Ua hoʻomaka kekahi mau ʻoihana kaʻa e hana i kā lākou mau pihi mana ponoʻī.Ke hoʻomohala nei ka Volkswagen Group i kāna mau kelepona maʻamau ponoʻī a me ka hoʻohana ʻana i nā pihi lithium iron phosphate, nā ʻāpana lithium ternary, nā ʻāpana manganese kiʻekiʻe a me nā ʻona paʻa.Hoʻolālā ʻo ia e hele i ka hana honua ma 2030. Ua loaʻa i nā hale hana ʻeono ka mana hana o 240GWh.
Ua hōʻike ʻia e ka media o nā ʻāina ʻē e hoʻolālā ana ʻo Mercedes-Benz e hana i kāna pākaukau mana ponoʻī.
Ma waho aʻe o nā pākaukau i hana ponoʻī ʻia, i kēia manawa, ua hoʻokumu pū nā hui kaʻa i ka hui pū ʻana me kekahi mau mea hoʻolako pākaukau e hōʻoia i ka nui o nā kumu o nā pila, a me ka hoʻohaʻahaʻa ʻana i ka pilikia o ka pau ʻana o ka pā uila e like me ka hiki.
5. Ka Manaʻo Manaʻo: He kaua lōʻihi anei ka nele o ka pākaukau?
Ma hope o ka hoʻokolokolo ʻana a me ka nānā ʻana i luna, hiki iā mākou ke ʻike ma o nā nīnauele a me nā noiʻi a me nā helu koʻikoʻi ʻoiai aia kekahi hemahema o nā ʻaniani mana, akā ʻaʻole ia i hoʻopili piha i ke kahua o nā kaʻa ikehu hou.Nui nā ʻoihana kaʻa i loaʻa kekahi mau waihona.
ʻO ke kumu o ka nele o nā ʻeke uila i ka hana kaʻa ʻaʻole hiki ke hoʻokaʻawale ʻia mai ka piʻi ʻana o ka mākeke kaʻa hou.Ua hoʻonui ʻia ke kūʻai ʻana o nā kaʻa ikaika hou i ka hapa mua o kēia makahiki ma kahi o 200% ma mua o ka manawa like o ka makahiki i hala.ʻIke loa ka ulu ʻana o ka ulu ʻana, kahi i alakaʻi ai i nā hui pākaukau He paʻakikī no ka hiki ke hoʻomau i ka noi i kahi manawa pōkole.
I kēia manawa, ke noʻonoʻo nei nā hui kaʻa uila a me nā hui kaʻa kaʻa hou i nā ala e hoʻoponopono ai i ka pilikia o ka nele o ka pā.ʻO ke ana koʻikoʻi ka hoʻonui ʻana i ka mana hana o nā ʻoihana pākaukau, a ʻo ka hoʻonui ʻana i ka mana hana e koi ai i kahi pōʻai.
No laila, i ka wā pōkole, e liʻiliʻi ka mana o nā pā uila, akā i ka wā lōʻihi, me ka hoʻokuʻu mālie ʻana o ka mana o ka pā uila, ʻaʻole maopopo inā ʻoi aku ka nui o ka mana o ka pā uila ma mua o ka noi, a aia paha kahi kūlana oversupply. i ka wā e hiki mai ana.A ʻo kēia paha ke kumu i hoʻonui ai nā ʻoihana pākaukau mana i ka hoʻonui ʻana i ka mana hana.
Ka manawa hoʻouna: ʻAukake-06-2021