Gasar waƙoƙin baturi na LFP "gasar cin nasara"

Thelithium iron phosphate baturikasuwa ta yi zafi sosai, da gasar tsakaninlithium iron phosphate baturiKamfanoni kuma sun kara karfi.

A farkon shekarar 2022.lithium iron phosphate baturaza a riske shi gaba daya.A sa'i daya kuma, gasar da ke tsakanin kamfanonin batirin lithium iron phosphate ta kara tsananta.

A cikin watan Janairu, yawan batirin wutar lantarki ya kai 29.7GWh, wanda yawan batirin li-ion ya kai 10.8GWh, wanda ya kai kashi 57.9 cikin dari a shekara, wanda ya kai kashi 36.5% na yawan abin da ake fitarwa;fitarwa nalithium iron phosphate baturaya kasance 18.8GWh, karuwar shekara-shekara da kashi 261.8%, wanda ya kai kashi 63.3% na yawan kayan da aka fitar.

A zahiri, tun Yuli 2021, ƙarfin shigar dalithium iron phosphate baturaya zarce na batirin li-ion tsawon watanni bakwai a jere.

Dalilin shi ne cewa shahararrun samfurori sanye take dabaƙin ƙarfe-lithium baturiirin su Model 3, BYD Han da Hongguang Mini EV sun haifar da karuwa a cikin ƙarfin shigar dabaƙin ƙarfe-lithium baturi;a cikin 2021, za a rage tallafi sosai, kuma wasu ƙananan motocin za su canza zuwa ƙananan farashi.lithium iron phosphate batura.

A cikin 2021, ƙarfin shigar da ƙarfin batirin li-ion ya kai kusan 73.90GWh, haɓakar shekara-shekara na 87%;da shigar iya aiki nalithium iron phosphate ikon baturiyana kusan 65.37GWh, karuwar shekara-shekara na 204%.Ana sa ran cewa a cikin 2022, da shigar iya aiki nalithium iron phosphate baturazai wuce na batir li-ion.

Ya kamata a lura da cewalithium iron phosphate baturikasuwa ta yi zafi sosai, da gasar tsakaninlithium iron phosphate baturiKamfanoni kuma sun kara karfi.

1. Lithium iron phosphatehar yanzu bai kafa wani babban yanayi ba.

Idan aka kwatanta da kuskuren jagoranci na zamanin Ningde a kasuwar batirin li-ion, tazarar dake tsakaninlithium iron phosphate baturikamfanoni ba su fadada ba.

Bayanai a watan Janairu sun nuna cewa ƙarfin lodin cikin gida na CATL ya kasance 3.96GWh, BYD 3.24GWh, Guoxuan Hi-Tech 0.87GWh, da kuma mai bin Yiwei Lithium Energy 0.21GWh.

A sa'i daya kuma, a shekarar 2022, Sin innovation Aviation za ta juya zuwa galithium iron phosphate batura, kuma makamashin zuma na zuma zai aiwatarlithium irin phosphategajerun batura, wanda kuma zai sami babban yuwuwar samun rabon kasuwa.

2. Karancin lithium carbonate da hauhawar farashin zai kara gwada hanyoyin samar da kayayyaki da karfin sarrafa farashi na kamfanonin batir.

Ya zuwa ranar 18 ga Fabrairu, matsakaicin farashin lithium carbonate mai darajar baturi ya haura zuwa 430,000/ton, karuwar sama da 43% daga matsakaicin farashin 300,000/ton a ranar Sabuwar Shekara.

A lokaci guda, da overall karancinlithium irin phosphatekayan ba a rage su ba.A karkashin jagorancin abubuwa masu yawa, farashinlithium iron phosphate baturaya tashi, kuma tazarar farashi tare da batura masu ternary ya ƙara raguwa.

Ko za a iya ba da tabbacin samar da albarkatun ƙasa, ana kiyaye fa'idar tsadar kayayyaki, da kwanciyar hankali ga kamfanonin mota kuma za su yi tasiri mai mahimmanci akan rabon kasuwalithium iron phosphate baturikamfanoni.