ʻAʻole i pau ka hemahema o nā kaʻa, a ua hoʻokomo hou ʻia ka mana "pōkole".
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, ua kamaʻilio ke kaʻa a me ka ʻoihana pākahi mana me nā poʻe he nui i ka ʻoihana kaʻa a me nā ʻoihana pā uila. 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 o ka hui a me nā laina hana i ka piha piha, akā ua 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 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 he 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 papahana, 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 pākahi 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 ʻo 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