2022 Kev Ruaj Ntseg Cov Khoom Siv Lithium Roj Teeb Kev Lag Luam Xav Tau Kev Loj Hlob

Kev soj ntsuam kev lag luam yog Tuam Tshoj txoj kev loj hlob ntawm kev lag luam, lub teb chaws txoj cai los txhawb kev lag luam hnub ci, yog kev txhim kho lub zog tshiab, kev tiv thaiv ib puag ncig, kev lag luam tseem ceeb, tab sis kuj yog kev tsim kho kev tiv thaiv kev ruaj ntseg thiab kev tswj hwm. Raws li "Tuam Tshoj txoj kev lag luam kev ruaj ntseg" 13 Tsib "kev tsim kho txoj kev npaj" qhia tau hais tias los ntawm 2020 Tuam Tshoj txoj kev ruaj ntseg xyuas kev lag luam yuav ncav cuag ntau tshaj 50 billion yuan. Tam sim no, kev saib xyuas kev ruaj ntseg hauv tsev hauv kev lag luam lithium roj teeb tau lees paub los ntawm ntau lub tuam txhab hauv tsev hauv cov haujlwm muaj feem xyuam. Raws li cov ntaub ntawv cuam tshuam, xyoo 2015 txog rau hnub tim, tag nrho cov khoom xa tuaj ntawm kev saib xyuas kev ruaj ntseg hauv kev lag luam lithium roj teeb yog kwv yees li 160 lab, 2018 yuav tsum xa txog 160 lab. Raws li Foresight Industry Research Institute los muab cov ntaub ntawv kev lag luam downstream qhia tau hais tias kev ruaj ntseg xyuas kev lag luam raws li tag nrho cov kev lag luam saw hauv kev lag luam loj hlob, vim nws cov yam ntxwv ntawm kev lag luam thiab kev lag luam downstream xav tau cov yam ntxwv muaj qee qhov sib txawv, yog li kev lag luam yav tom ntej qhov chaw. yog loj.

未标题-1

Kev ua lag luam xwm txheej

Raws li kev siv dav tshaj plaws hauv kev lag luam saib xyuas kev ruaj ntseg, lub roj teeb lithium, nws cov ntawv thov npog ntau hom roj teeb, xws li lithium-ion roj teeb theem nrab thiab lithium-ion tertiary roj teeb. Cov roj teeb lithium-ion siv hauv kev lag luam kev ruaj ntseg feem ntau yog cov khoom siv hluav taws xob (electrolyte), thiab cov khoom siv hluav taws xob hauv cov txheej txheem tsim khoom tuaj yeem muab faib ua ob hom tshuaj vapor deposition thiab electrodialysis txoj kev. Cov txheej txheem tshuaj vapor deposition yog txheej txheem uas cov khoom electrolyte yuav tsum tau npaj (xws li silicon dioxide, lead dioxide) yog tov nrog hlau oxide-raws li cov ntaub ntawv es tsis txhob ntawm manganese oxide los yog txhuas oxide, thiab ces ib tug nyias zaj duab xis yog tau los ntawm electrolyte. cov tshuaj tiv thaiv raws li cov organic anode. Lub ntsiab kom zoo dua yog tus nqi qis thiab lub neej voj voog ntev; qhov tsis zoo yog tias kev siv yuav tsum tau muab sib xyaw los ntawm kev ntxiv cov tshuaj auxiliary (xws li plasticizers) rau cov khoom siv ntxiv, uas yog kim heev; thiab yog tias tsis muaj cov tshuaj auxiliary ntxiv, cov pa roj ntau ntau (formaldehyde, carbon dioxide) yuav raug tsim tawm thaum siv; Tsis tas li ntawd, nws tsis tuaj yeem rov siv dua thiab tsis tuaj yeem siv tau zoo. Los ntawm txoj kev loj hlob, nws siv raws li lub zog cia khoom yog tau txais ntau thiab ntau xim.

Yav tom ntej Trends

Nyob rau hauv xyoo tas los no, kev txhim kho thiab kev siv ntawmlithium-ion roj teebtau ua mainstream. Txawm li cas los xij, vim tias tseem muaj ntau yam teeb meem nrog cov roj teeb lithium-ion, xws li kev ua haujlwm tsis ruaj khov, lub neej luv luv thiab kev nyab xeeb qis, nws yog ib qho tsim nyog yuav tsum ua kom nrawm nrawm ntawm kev tshawb fawb thiab kev loj hlob los kawm thiab daws cov teeb meem no. Raws li kev kwv yees, los ntawm 2020, Tuam Tshoj lub zog tshiab tsheb muag yuav tsum ncav cuag 200,000 units. Ntawm lawv, kev lag luam loj ntawm lithium-ion roj teeb rau cov tsheb ntse yuav ncav cuag ntau dua 3.6 billion yuan.

Technology tiam sis

Tam sim no, cov ntaub ntawv tseem ceeb zoo thiab tsis zoo siv rau cov roj teeb lithium-ion yog: 1. NCM622/623: Raws li qhov tsim nyog ntawm tus nqi qis, NCM522 yog siv los ua cov anode, uas tuaj yeem tau txais qhov tshwj xeeb saum npoo av, thiab qhov zoo ntawm ruaj khov electrochemical kev ua tau zoo, kev nyab xeeb zoo thiab lub neej voj voog ntev; 2. GaN-raws li: Cov khoom siv nws tus kheej muaj lub cev zoo thiab tshuaj lom neeg, nrog rau kev tiv thaiv corrosion, tsis tshua muaj nqi, kev ua haujlwm siab thiab lwm yam tsis zoo kom ua tau raws li lub roj teeb tsis zoo electrode yog tsim rau lithium ion thaum nws pom tias muaj kev nyab xeeb zoo. Nrog rau kev txhim kho ntawm kev tshawb fawb thiab thev naus laus zis, ntau thiab ntau cov ntaub ntawv tiam tshiab tau tshwm sim, xws li cov ntaub ntawv ternary. Tam sim no, muaj ternary raws li qhov tsis zoo electrode ntawm pob lithium roj teeb nyob rau hauv kev ua lag luam, nws txoj kev nyab xeeb thiab lub zog ceev yog nyob rau hauv pem hauv ntej ntawm lub ntiaj teb no, thiab tus nqi qis, yuav siv tau nyob rau hauv cov neeg siv khoom electronics. Lub neej yav tom ntej tseem yuav ntsib teeb meem ntawm kev nyab xeeb thiab kev tswj kom zoo.

Enterprise loj

Los ntawm ib qho kev pom, nrog rau kev siv dav davlithium roj teebnyob rau hauv kev ruaj ntseg, tag nrho cov lithium roj teeb kev lag luam yog yus muaj los ntawm high technical barriers, siab patent barriers thiab tsis tshua muaj kev lag luam concentration. Raws li cov ntaub ntawv ntawm lithium-ion cov lag luam 'ib nrab xyoo cov ntaub ntawv qhia tau hais tias nyob rau hauv 2017, Tuam Tshoj lub lithium-ion roj teeb ntau lawm thiab muag tshaj billion watt teev. Ntawm lawv, 16 domestic lithium-ion roj teeb tuam txhab uas muag yog thawj coj kev lag luam; cov tuam txhab roj teeb lithium txawv teb chaws suav nrog SMC, FPC thiab NCA cov tuam txhab. Tshwj xeeb, muaj rau lub tuam txhab hauv kev lag luam kev ruaj ntseg cov khoom lag luam feem ntau tshaj 10%, ntawm qhov kev lag luam ntawm Skywing Intelligence nce mus txog 14.5%, CASS Technology, Lixin roj teeb thiab Zhongying Electronics kev lag luam feem ntawm 9.5%, 7.7% thiab 5.2 %, feem.


Post lub sij hawm: Sep-28-2022