ʻO ke kumukūʻai kiʻekiʻe o nā kumu waiwai o nā mea ternary e loaʻa pū kekahi i ka hopena maikaʻi ʻole i ka hoʻolaha ʻana o nā pā lithium ternary. ʻO Cobalt ka metala makamae loa i nā ʻōhua mana. Ma hope o kekahi mau ʻoki, ʻo ka awelika kobalt electrolytic i kēia manawa ma kahi o 280000 yuan. ʻO nā mea maka o ka lithium iron phosphate battery he waiwai i ka phosphorus a me ka hao, no laila ʻoi aku ka maʻalahi o ke kumukūʻai. No laila, ʻoiai hiki i ka ternary lithium battery ke hoʻomaikaʻi nui i ka laulā o nā kaʻa ikehu hou, no ka palekana a me ka noʻonoʻo ʻana i ke kumukūʻai, ʻaʻole i waiho nā mea hana i ka noiʻi ʻenehana a me ka hoʻomohala ʻana o ka pā lithium iron phosphate.

I ka makahiki i hala, ua hoʻokuʻu ʻo Ningde era i ka ʻenehana CTP (cell to pack). Wahi a nā ʻikepili i hoʻokuʻu ʻia e nā manawa Ningde, hiki i ka CTP ke hoʻonui i ka nui o ka hoʻohana ʻana i ka nui o ka pā pākaukau e 15% -20%, e hoʻemi i ka helu o nā ʻāpana pā uila e 40%, e hoʻonui i ka pono hana e 50%, a hoʻonui i ka nui o ka ikehu. o ka pūʻolo pila ma 10%-15%. No CTP, ua hōʻike nā ʻoihana kūloko e like me BAIC hou ikehu (EU5), Weilai kaʻa (ES6), Weima kaʻa a me Nezha kaʻa e hoʻohana lākou i ka ʻenehana o Ningde. Ua ʻōlelo pū ʻo VDL, ka mea hana kaʻa kaʻa ʻEulopa, e hoʻolauna iā ia i loko o ka makahiki.

Ma lalo o ke ʻano o ka emi ʻana o nā haʻawina no nā kaʻa ikehu hou, ke hoʻohālikelike ʻia me ka ʻōnaehana pākahi lithium 3 yuan me ke kumu kūʻai ma kahi o 0.8 yuan /wh, ʻoi aku ka maikaʻi o ke kumukūʻai o kēia manawa o 0.65 yuan / wh no ka ʻōnaehana lithium iron phosphate, ʻoi aku ka maikaʻi ma hope o ka ʻO ka hoʻomaikaʻi ʻenehana, hiki i ka lithium iron phosphate pākahi ke hoʻonui i ka mile kaʻa i kahi 400 km, no laila ua hoʻomaka ia e huki i ka manaʻo o nā ʻoihana kaʻa he nui. Hōʻike ka ʻikepili i ka hopena o ka manawa hoʻololi kālā ma Iulai 2019, ʻo ka nui o ka lithium iron phosphate i hoʻopaʻa ʻia no 48.8% mai 21.2% i ʻAukake a i 48.8% i Dekemaba.

ʻO Tesla, ke alakaʻi o ka ʻoihana e hoʻohana nei i nā pā lithium-ion no nā makahiki he nui, pono e hoʻohaʻahaʻa i kāna mau kumukūʻai. Wahi a ka 2020 hou kaʻa kaʻa kaʻa kaʻa kālā, ʻaʻole hiki ke loaʻa i nā kumu hoʻohālike tram non exchange me ka ʻoi aku o 300000 yuan. Ua koi kēia iā Tesla e noʻonoʻo e hoʻolōʻihi i ke kaʻina hana o ka hoʻololi ʻana o ke kumu hoʻohālike 3 i ka ʻenehana pākahi lithium hao phosphate. I kēia mau lā, ua ʻōlelo ʻo Tesla CEO musk i kāna ʻaha kūkā "lā pākahi" aʻe, e kālele ana ʻo ia i ʻelua mau wahi, ʻo ka ʻenehana ʻenehana hana kiʻekiʻe, ʻo kekahi ʻo ka cobalt free battery. I ka wā i puka mai ai ka lono, ua hāʻule nā ​​kumukūʻai kobalt honua.

Ua hōʻike pū ʻia ʻo Tesla a me Ningde e kūkākūkā ana i ka hui pū ʻana o nā pahu cobalt haʻahaʻa a i ʻole cobalt, a hiki i ka lithium iron phosphate ke hoʻokō i nā pono o ke kumu hoʻohālike 3. Wahi a ke Kuhina o ka ʻoihana a me ka ʻenehana ʻike, ʻo ka mileage hoʻomanawanui o ka ʻO ke kumu hoʻohālike kumu 3 e pili ana i 450km, ʻo ka nui o ka ikehu o ka ʻōnaehana pākaukau ma kahi o 140-150wh / kg, a ʻo ka nui o ka uila e pili ana i 52kwh. I kēia manawa, hiki i ka mana mana i hāʻawi ʻia e Ningde era hiki ke hoʻonui i ka 80% i 15 mau minuke, a ʻo ka nui o ka ikehu o ka pā uila me ka hoʻolālā māmā hiki ke hiki i 155wh / kg, ʻo ia ka lawa e hoʻokō ai i nā koi i luna. Wahi a kekahi poʻe loiloi inā hoʻohana ʻo Tesla i ka pā hao lithium, e manaʻo ʻia ke kumukūʻai o ka pākahi hoʻokahi e hoʻemi i ka 7000-9000 yuan. Eia nō naʻe, ua pane ʻo Tesla ʻaʻole pono ka manaʻo o nā pākahiko cobalt free i nā pākahi lithium hao phosphate.

Ma kahi o ka uku kumukūʻai, ua hoʻonui ʻia ka ikaika o ka ikehu o ka pā lithium iron phosphate i ka wā e hiki ai i ke kaupaku ʻenehana. I ka hopena o Malaki i kēia makahiki, ua hoʻokuʻu ʻo BYD i kāna pā uila, i ʻōlelo ʻia he 50% ka nui o kona ikehu ma mua o ka pā hao maʻamau i ka nui like. Eia kekahi, i ka hoʻohālikelike ʻia me ka pā uila lithium iron phosphate maʻamau, ua hoʻemi ʻia ke kumukūʻai o ka pā uila blade e 20% - 30%.

ʻO ka mea i kapa ʻia ʻo blade battery he ʻenehana maoli ia e hoʻomaikaʻi hou aku i ka pono o ka hoʻohui pū ʻana o ka pākaukau ma o ka hoʻonui ʻana i ka lōʻihi o ke kelepona a me ka palahalaha ʻana i ke kelepona. Ma muli o ka lōʻihi a palahalaha o ke kelepona hoʻokahi, ua kapa ʻia ʻo ia ʻo "blade". Ua hoʻomaopopo ʻia e hoʻohana nā ʻōnaehana kaʻa uila hou o BYD i ka ʻenehana o ka "blade battery" i kēia makahiki a ma hope.

I kēia mau lā, ua hoʻopuka pū ke Kuhina Waiwai, ke Kuhina o ka ʻoihana a me ka ʻenehana ʻike, ke Kuhina o ka ʻepekema a me ka ʻenehana, a me ka National Development and Reform Commission i ka hoʻolaha e pili ana i ka hoʻoponopono ʻana a me ka hoʻomaikaʻi ʻana i ke kulekele kōkua no nā kaʻa ikehu hou. ʻO ke kaʻina hana o ka halihali lehulehu a me ka electrification kaʻa i nā kahua kikoʻī e pono e hoʻonui ʻia, a ke manaʻo ʻia e hoʻomohala hou ʻia ka palekana a me nā kumukūʻai o ka lithium iron phosphate. Hiki ke wānana ʻia me ka wikiwiki o ka wikiwiki o ka electrification a me ka hoʻomaikaʻi mau ʻana o nā ʻenehana pili i ka palekana o ka pākaukau a me ka ikaika o ka ikehu, ʻoi aku ka nui o ka noho pū ʻana o ka pākaukau lithium iron phosphate a me ka pākahi lithium ternary i ka wā e hiki mai ana. nana e pani.

He mea pono nō hoʻi e hoʻomaopopo i ka koi ʻana i ka 5g base station scenario e hoʻonui nui ʻia ka koi o ka pākaukau lithium iron phosphate i 10gwh, a ʻo ka mana i hoʻokomo ʻia o ka lithium iron phosphate power battery ma 2019 he 20.8gwh. Manaʻo ia e piʻi wikiwiki ka mākeke o ka lithium iron phosphate i 2020, e pōmaikaʻi ana i ka hōʻemi ʻana i ke kumukūʻai a me ka hoʻokūkū hoʻokūkū i lawe ʻia e ka pā hao lithium.