Hogaamin:Marka loo eego tirakoobyada aan dhamaystirnayn, ku dhawaad dhammaan noocyada baabuurta korantada, oo ay ku jiraan Tesla, BYD, Weilai, Euler, Wuling Hongguang MINI EV, iwm, ayaa ku dhawaaqay qorshooyinka kordhinta qiimaha ee baaxadda kala duwan.Waxaa ka mid ah, Tesla ayaa kor u kacday saddex maalmood oo isku xigta siddeed maalmood gudahood, iyada oo korodhka ugu weyn uu gaarayo ilaa 20,000 yuan.
Sababta qiimaha kor u kaca ayaa ah inta badan iyadoo ay ugu wacan tahay kor u kaca qiimaha alaabta ceeriin.
"Waxa saameeyay hagaajinta siyaasadaha qaranka iyo korodhka joogtada ah ee qiimaha alaabta ceeriin ee baytariyada iyo chips-ka, qiimaha noocyada kala duwan ee Chery New Energy ayaa sii waday inuu kordho," Chery ayaa tiri.
"Waxa saameeyay arrimo badan sida kor u kaca qiimaha alaabta ceeriin iyo saadka sahayda oo ciriiri ah, Nezha waxay hagaajin doontaa qiimaha moodooyinka iibka," Nezha ayaa yidhi.
"Iyada oo ay saamaysay kor u kaca fiiqan ee sii socda ee qiimaha alaabta ceeriin, BYD waxay hagaajin doontaa qiimaha hagaha rasmiga ah ee moodooyinka tamarta cusub ee la xidhiidha sida Dynasty.com iyo Ocean.com," ayay tiri BYD.
Marka la eego sababaha kor u kaca qiimaha uu ku dhawaaqay qof walba, "qiimaha alaabta ceeriin ayaa sii socota inay kor u kacdo" waa sababta ugu weyn.Alaabta cayriin ee halkan lagu sheegay waxay inta badan tixraacaan lithium carbonate.Sida laga soo xigtay CCTV news, Liu Erlong, maareeyaha guud ee shirkadda cusub ee qalabka tamarta ee Jiangxi, ayaa yiri: "Qiimaha (lithium carbonate) asal ahaan waxaa lagu dayactiray ilaa 50,000 yuan halkii ton, laakiin ka dib sanad ka dib, waxa uu leeyahay. hadda waxa uu gaadhay 500,000 yuan.Yuan halkii ton.”
Sida laga soo xigtay xogta dadweynaha, sannadihii hore ee horumarinta baabuurta korontada, baytariyada lithium mar xisaabiyay qiyaastii 50% qiimaha baabuurta korontada, taas oo lithium carbonate xisaabay 50% qiimaha alaabta ceeriin ee baytariyada lithium.Lithium carbonate waxay u dhigantaa 5% ilaa 7.5% qiimaha baabuurta korantada saafiga ah.Kordhinta qiimaha waalan ee noocan oo kale ah ee alaabta muhiimka ah ayaa aad u dhaawaceysa kor u qaadista gawaarida korontada.
Marka loo eego xisaabinta, baabuur batari fosfateed birta lithium ah oo leh awood 60kWh ah wuxuu u baahan yahay qiyaastii 30kg oo lithium carbonate ah.Baabuurka ternary lithium ee awoodda 51.75kWh wuxuu u baahan yahay qiyaastii 65.57kg oo nikkel ah iyo 4.8kg oo cobalt ah.Waxaa ka mid ah, nikkel iyo cobalt waa bir dhif ah, kaydka ay ku jiraan kheyraadka qolofka ah ma badna, waana qaali.
Madasha ganacsatada Shiinaha ee Yabuli ee 2021, Guddoomiyaha BYD Wang Chuanfu ayaa mar uu muujiyay walaaciisa ku saabsan "bateriga ternary lithium": batteriga ternary wuxuu isticmaalaa cobalt iyo nikkel badan, Shiinuhuna ma laha kobalt iyo nikkel yar, Shiinahana ma heli karo saliid. saliidda.Qoorta kaadhka ayaa loo beddelay qoor kaar ah oo cobalt iyo nikkel ah, baytariyada loo isticmaalo qiyaasta weyn kuma tiirsanaan karaan biro dhif ah.
Dhab ahaantii, sida kor ku xusan, ma aha oo kaliya "qalabka ternary" ee baytariyada ternary lithium waxay noqonayaan caqabad ku ah horumarinta baabuurta korontada - tani sidoo kale waa sababta keentay in shirkado badani ay sahamiyaan "batariyada aan lahayn cobalt" iyo tiknoolajiyada kale ee batteriga cusub. , xitaa haddii ay tahay lithium (lithium iron phosphate batteri) in Wang Chuanfu uu yiri "keyd aad u badan", iyo sidoo kale waxay la kulmeysaa saameynta kor u kaca qiimaha alaabta ceeriin sida lithium carbonate.
Sida laga soo xigtay xogta dadweynaha, Shiinuhu hadda wuxuu ku tiirsan yahay soo dejinta 80% kheyraadka lithium-ka.Laga bilaabo 2020, kheyraadka dalkaygu waa 5.1 milyan oo tan, taasoo ka dhigan 5.94% wadarta kheyraadka adduunka.Bolivia, Argentina iyo Chile oo ku yaalla Koonfurta Ameerika waxay ahaayeen ku dhawaad 60%.
Wang Chuanfu, oo sidoo kale ah guddoomiyaha BYD, ayaa mar isticmaalay saddex 70% si uu u qeexo sababta uu u rabo inuu horumariyo baabuurta korontada: ku tiirsanaanta saliidda shisheeye ayaa ka badan 70%, iyo in ka badan 70% saliidda waa inay Shiinaha ka soo galaan badda Koonfurta Shiinaha ( "Dhibaatada Badda Koonfurta Shiinaha" ee 2016) Go'aan-qaadayaasha Shiinaha waxay dareemayaan ammaan-darrada marinnada gaadiidka saliidda), iyo in ka badan 70% saliidda waxaa isticmaala warshadaha gaadiidka.Maanta, xaaladda ilaha lithium-ka sidoo kale uma muuqato rajo wanaagsan.
Sida laga soo xigtay warbixinnada CCTV, ka dib markii aan booqanay shirkado badan oo baabuurta ah, waxaan ogaanay in wareegaan qiimaha kor u kacay bishii Febraayo uu u dhexeeyay 1,000 yuan ilaa 10,000 yuan.Tan iyo bishii Maarso, ku dhawaad 20 shirkadood oo baabuurta tamarta cusub ah ayaa ku dhawaaqay qiimo koror, oo ku lug leh ku dhawaad 40 nooc.
Haddaba, iyada oo si xawli ah loo caan baxay baabuurta korantada, miyay qiimahoodu kor u sii kacayaan iyadoo ay ugu wacan tahay dhibaatooyinka agabka kala duwan sida ilaha lithium?Gaadiidka korantada ayaa ka caawin doona dalka inuu yareeyo ku tiirsanaanta "Petrodollars", laakiin "khayraadka lithium" ma ka waran tahay inay noqdaan arrin kale oo aan la xakamayn karin oo ku xayiran?
Waqtiga boostada: Abriil-22-2022