A watan Yulin 2020, batirin ƙarfe na CATL lithium phosphate ya fara samar da Tesla; a lokaci guda, an jera BYD Han, kuma batirin yana da lithium iron phosphate; har ma da GOTION HIGH-TECH, adadi mai yawa na goyon bayan Wuling Hongguang da aka yi amfani da shi kwanan nan shi ma batirin ƙarfe na lithium phosphate ne.
Zuwa yanzu, "makiyar mayar da martani" ga lithium iron phosphate ba ta zama taken da ake amfani da shi ba. Kamfanonin batirin wutar lantarki na cikin gida na TOP3 duk suna fadada hanyar fasaha ta lithium iron phosphate.
Tasirin da kwararar lithium iron phosphate
Idan aka yi la'akari da kasuwar batirin wutar lantarki ta ƙasarmu, za a iya lura cewa tun farkon shekarar 2009, batirin lithium iron phosphate mai rahusa kuma mai aminci sosai su ne na farko da aka yi amfani da su a cikin aikin nuna "Biranen Goma da Motoci Dubu" wanda Ma'aikatar Kimiyya da Fasaha ta ƙaddamar.
Bayan haka, sabuwar masana'antar kera motoci ta makamashi ta ƙasarmu, wacce manufofin tallafi suka ƙarfafa, ta sami ci gaba mai girma, daga ƙasa da motoci 5,000 zuwa motoci 507,000 a shekarar 2016. Jigilar batura masu amfani da wutar lantarki, babban ɓangaren sabbin motocin makamashi, shi ma ya ƙaru sosai.
Bayanai sun nuna cewa a shekarar 2016, jimillar batirin wutar lantarki da kasarmu ta fitar ya kai 28GWh, wanda kashi 72.5% na batirin lithium iron phosphate ne.
Shekarar 2016 ma wani lokaci ne na canji. Manufar tallafin ta canza a wannan shekarar kuma ta fara jaddada nisan mil na ababen hawa. Yayin da nisan mil ya yi yawa, haka tallafin ya yi yawa, don haka motocin fasinja sun mayar da hankalinsu ga batirin NCM tare da juriya mai ƙarfi.
Bugu da ƙari, saboda ƙarancin wadatar kasuwar motocin fasinja da kuma ƙaruwar buƙatun tsawon lokacin batirin motocin fasinja, zamanin ɗaukaka na lithium iron phosphate ya ƙare na ɗan lokaci.
Har zuwa shekarar 2019, an gabatar da sabuwar manufar tallafin ababen hawa na makamashi, kuma raguwar ta fi kashi 50%, kuma babu wani ƙarin buƙata na nisan mil na abin hawa. Sakamakon haka, batirin lithium iron phosphate ya fara dawowa.
Makomar lithium iron phosphate
A cikin sabuwar kasuwar batirin wutar lantarki ta motocin makamashi, idan aka yi la'akari da bayanan ƙarfin batirin wutar lantarki da aka sanya a watan Yunin wannan shekara, ƙarfin batirin NCM da aka shigar shine 3GWh, wanda ya kai kashi 63.8%, kuma ƙarfin batirin LFP da aka shigar shine 1.7GWh, wanda ya kai kashi 35.5%. Duk da cewa rabon tallafin batirin LFP ya yi ƙasa da na batirin NCM daga bayanan, rabon motocin fasinjoji masu tallafawa da batirin LFP ya ƙaru daga kashi 4% zuwa 9% a watan Yuni.
A kasuwar motocin kasuwanci, yawancin batirin wutar lantarki mai tallafawa motocin fasinja da na musamman batirin LFP ne, wanda ba sai an faɗa ba. A wata ma'anar, an fara amfani da batirin LFP a cikin batirin wutar lantarki, kuma an riga an tabbatar da yanayin. Tare da tallace-tallacen Tesla Model 3 da BYD Han EV da za a iya gani daga baya, kason kasuwa na batirin LFP zai ƙaru kawai. Ba zai ragu ba.
A cikin babbar kasuwar adana makamashi, batirin LFP shi ma ya fi batirin NCM fa'ida. Bayanai sun nuna cewa ƙarfin kasuwar adana makamashi ta ƙasata zai wuce yuan biliyan 600 a cikin shekaru goma masu zuwa. Ko a cikin 2020, ana sa ran jimlar ƙarfin batirin da aka shigar a kasuwar adana makamashi ta ƙasata zai wuce 50GWh.
Lokacin Saƙo: Satumba-16-2020