ʻO ka piʻi ʻana o ke kumukūʻai hui o nā kaʻa uila, e paʻa anei ʻo Kina i ka "nickel-cobalt-lithium"?

alakaʻi:Wahi a nā helu helu piha ʻole, kokoke i nā kaʻa kaʻa uila, me Tesla, BYD, Weilai, Euler, Wuling Hongguang MINI EV, etc., ua hoʻolaha i nā hoʻolālā hoʻonui kumukūʻai o nā nui like ʻole.I waena o lākou, ua piʻi ʻo Tesla no ʻekolu mau lā i ʻewalu mau lā, me ka piʻi nui loa a hiki i 20,000 yuan.

ʻO ke kumu o ka piʻi ʻana o ke kumukūʻai ma muli o ka piʻi ʻana o ke kumukūʻai o nā mea maka.

"Ma muli o ka hoʻoponopono ʻana i nā kulekele aupuni a me ka piʻi mau ʻana o nā kumukūʻai o nā mea maka no nā pā a me nā chips, ke piʻi mau nei ke kumukūʻai o nā hiʻohiʻona like ʻole o Chery New Energy," wahi a Chery.

"Hoʻopili ʻia e nā kumu he nui e like me ka piʻi ʻana o nā kumukūʻai maka i luna a me nā lako kaulahao paʻa, e hoʻoponopono ʻo Nezha i nā kumukūʻai o nā kumu kūʻai," wahi a Nezha.

"Ma muli o ka piʻi nui ʻana o nā kumukūʻai maka, e hoʻoponopono ʻo BYD i nā kumukūʻai alakaʻi alakaʻi o nā hiʻohiʻona ikehu hou e pili ana e like me Dynasty.com a me Ocean.com," wahi a BYD.

Ma ka noʻonoʻo ʻana i nā kumu o ka piʻi ʻana o ke kumukūʻai i hoʻolaha ʻia e nā mea a pau, "ke piʻi nui nei ke kumukūʻai o nā mea maka" ke kumu nui.ʻO nā mea maka i ʻōlelo ʻia ma ʻaneʻi e pili ana i ka lithium carbonate.Wahi a ka nūhou CCTV, ua ʻōlelo ʻo Liu Erlong, ka luna hoʻokō nui o kahi hui waiwai ikehu hou ma Jiangxi: “Ua mālama ʻia ke kumukūʻai o (lithium carbonate) ma kahi o 50,000 yuan no ka ton, akā ma hope o hoʻokahi makahiki, ua loaʻa iā ia. i kēia manawa ua piʻi i 500,000 yuan.yuan no ke tona.

Wahi a ka ʻike o ka lehulehu, i nā makahiki mua o ka hoʻomohala ʻana i nā kaʻa uila, ua helu ʻia nā pākahi lithium ma kahi o 50% o ke kumukūʻai o nā kaʻa uila, ʻo ia ka lithium carbonate i helu ʻia no 50% o ke kumu kūʻai kumu o nā pā lithium.ʻO ka Lithium carbonate he 5% a 7.5% o ke kumukūʻai o nā kaʻa uila maʻemaʻe.ʻO ka piʻi ʻana o ke kumukūʻai pupule no kēlā ʻano mea kī he mea pōʻino loa ia i ka hoʻolaha ʻana i nā kaʻa uila.

E like me ka helu ʻana, pono kahi kaʻa pākahi lithium hao phosphate me ka mana o 60kWh e pili ana i 30kg o ka lithium carbonate.ʻO kahi kaʻa pākahi lithium ternary me ka mana o 51.75kWh e pono ai ma kahi o 65.57kg o nickel a me 4.8kg o ka cobalt.I waena o lākou, ʻo ka nickel a me ka cobalt he mau metala laha loa, a ʻaʻole kiʻekiʻe kā lākou mālama ʻana i nā kumuwaiwai crustal, a he kumukūʻai.

Ma ka Yabuli China Entrepreneurs Forum i ka makahiki 2021, ua hōʻike mua ka luna o BYD Wang Chuanfu i kona hopohopo e pili ana i ka "ternary lithium battery": hoʻohana nui ʻia ka pākaukau ternary i ka cobalt a me ka nickel, a ʻaʻohe o Kina a me ka nickel liʻiliʻi, a ʻaʻole hiki iā Kina ke loaʻa ka aila. mai ka aila.Ua hoʻololi ʻia ka ʻāʻī kāleka i ka ʻāʻī kāleka o ka cobalt a me ka nickel, a ʻaʻole hiki ke hilinaʻi ʻia nā pākaukau i hoʻohana ʻia ma ke ʻano nui.

ʻO kaʻoiaʻiʻo, e like me ka mea i ʻōlelo ʻia ma luna nei, ʻaʻole wale ka "ternary material" o nā pākahi lithium ternary e lilo i mea keakea i ka hoʻomohala ʻana i nā kaʻa uila - ʻo ia hoʻi ke kumu o ka nui o nā mea hana e ʻimi nei i nā "batteries-free cobalt" a me nā ʻenehana ʻenehana hou. ,ʻoiaiʻo ia ka lithium (lithium iron phosphate battery) i'ōlelo aiʻo Wang Chuanfu me "nā mālama mālama nui", a keʻike nei hoʻi i ka hopena o ka piʻi nui o ke kumukūʻai o kāna mau mea waiwai e like me ka lithium carbonate.

Wahi a ka ʻikepili lehulehu, ke hilinaʻi nei ʻo Kina i nā mea lawe mai no 80% o kāna mau kumuwaiwai lithium.I ka makahiki 2020, he 5.1 miliona tons ka waiwai lithium o koʻu ʻāina, ʻo ia ka 5.94% o nā kumu waiwai o ka honua.ʻO Bolivia, Argentina a me Chile ma ʻAmelika Hema ma kahi o 60%.

Ua hoʻohana ʻo Wang Chuanfu, ka luna hoʻomalu o BYD, i ʻekolu 70% e wehewehe i ke kumu e makemake ai ʻo ia e hoʻomohala i nā kaʻa uila: ʻoi aku ka hilinaʻi ʻana i ka aila haole ma mua o 70%, a ʻoi aku ma mua o 70% o ka aila pono e komo i Kina mai ke Kai Kina Hema ( ʻO ka "South China Sea Crisis" ma 2016) Ke manaʻo nei nā mea hoʻoholo o Kina i ka palekana o nā ala kaʻa aila), a ʻoi aku ma mua o 70% o ka ʻaila i pau i ka ʻoihana kaʻa.I kēia lā, ʻaʻole manaʻo maikaʻi ke kūlana no nā kumuwaiwai lithium.

Wahi a nā hōʻike nūhou CCTV, ma hope o ka kipa ʻana i kekahi mau hui kaʻa, ua ʻike mākou ʻo kēia kaʻina o ka piʻi ʻana o ke kumukūʻai i Pepeluali mai ka 1,000 yuan a hiki i ka 10,000 yuan.Mai Malaki, kokoke 20 mau hui kaʻa kaʻa hou i hoʻolaha i ka piʻi ʻana o ke kumukūʻai, e pili ana i kahi kokoke i 40 mau hiʻohiʻona.

No laila, me ka hoʻolaha wikiwiki ʻana o nā kaʻa uila, e piʻi mau ana kā lākou kumukūʻai ma muli o nā pilikia waiwai like ʻole e like me nā kumuwaiwai lithium?E kōkua nā kaʻa uila i ka ʻāina e hōʻemi i kona hilinaʻi ʻana i nā "petrodollars", akā e "waiwai lithium" Pehea e pili ana i ka lilo ʻana i mea hiki ʻole ke hoʻopaʻa ʻia e paʻa?

 


Ka manawa hoʻouna: Apr-22-2022