Ci gaba na baya-bayan nan a cikin Batura masu ƙarfi na Jiha ta Manyan Kamfanonin Lithium-ion na Duniya 10
A cikin 2024, filin gasar duniya don batir wutar lantarki ya fara yin tasiri. Bayanan da jama'a suka fitar a ranar 2 ga watan Yuli sun nuna cewa, wutar lantarkin da aka yi amfani da shi a duniya ya kai jimillar GWh 285.4 daga watan Janairu zuwa Mayun bana, wanda ke nuna karuwar kashi 23% a duk shekara.
Manyan kamfanoni guda goma a cikin wannan matsayi sune: CATL, BYD, LG Energy Solution, SK Innovation, Samsung SDI, Panasonic, CALB, EVE Energy, Guoxuan High-Tech, da Xinwanda. Kamfanonin batir na kasar Sin na ci gaba da daukar matsayi shida daga cikin manyan mukamai goma.
Daga cikin su, shigar da batirin wutar lantarki na CATL ya kai 107 GWh, wanda ya kai kashi 37.5% na rabon kasuwa, yana tabbatar da babban matsayi tare da cikakkiyar fa'ida. CATL kuma shine kawai kamfani a duk duniya da ya wuce 100 GWh na shigarwa. Na'urorin lantarki na BYD sun kai 44.9 GWh, matsayi na biyu tare da kaso na kasuwa na 15.7%, wanda ya karu da kashi 2 cikin dari idan aka kwatanta da watanni biyu da suka gabata. A fagen batura masu ƙarfi, taswirar fasaha ta CATL ta dogara ne akan haɗakar da ƙarfi-jihar da kayan sulfide, da nufin cimma ƙarfin ƙarfin 500 Wh/kg. A halin yanzu, CATL na ci gaba da saka hannun jari a fagen samar da batura masu ƙarfi kuma suna tsammanin cimma ƙaramin ƙima ta 2027.
Dangane da BYD, majiyoyin kasuwa sun nuna cewa suna iya ɗaukar taswirar fasaha wanda ya ƙunshi babban nickel ternary (kristal ɗaya) cathodes, anodes na tushen silicon (ƙananan faɗaɗa), da sulfide electrolytes (composite halides). Ƙarfin tantanin halitta zai iya wuce 60 Ah, tare da ƙayyadaddun ƙayyadaddun makamashi na 400 Wh/kg da kuma yawan makamashi na 800 Wh / L. Yawan kuzarin fakitin baturi, wanda ke da juriya ga huda ko dumama, zai iya wuce 280 Wh/kg. Lokacin samar da yawan jama'a kusan iri ɗaya ne da kasuwa, tare da ƙaramin samarwa da ake tsammanin nan da 2027 da haɓaka kasuwa nan da 2030.
A baya dai LG Energy Solution ya yi hasashen ƙaddamar da batura masu ƙarfi na oxide zuwa 2028 da batir ɗin sulfide na tushen sulfide nan da 2030. Sabon sabuntawa ya nuna cewa LG Energy Solution yana da niyyar tallata fasahar batir mai bushewa kafin 2028, wanda zai iya rage farashin samar da baturi da kashi 17% -30%.
SK Innovation yana shirin kammala haɓaka haɓakar batura mai ƙarfi na polymer oxide da batirin sulfide mai ƙarfi ta 2026, tare da haɓaka masana'antu don 2028. A halin yanzu, suna kafa cibiyar binciken baturi a Daejeon, Chungcheongnam-do.
Kwanan nan Samsung SDI ya sanar da shirinsa na fara samar da manyan batura masu ƙarfi a cikin 2027. Bangaren baturin da suke aiki a kai zai cimma ƙarfin ƙarfin 900 Wh / L kuma yana da tsawon rayuwa har zuwa shekaru 20, yana ba da damar 80% caji a cikin mintuna 9.
Panasonic ya yi haɗin gwiwa tare da Toyota a cikin 2019, da nufin canza ƙarfin batura daga matakin gwaji zuwa masana'antu. Kamfanonin biyu kuma sun kafa wata masana'antar batir mai ƙarfi da ake kira Prime Planet Energy & Solutions Inc. Duk da haka, babu wani ƙarin sabuntawa a halin yanzu. Koyaya, Panasonic a baya ya sanar da tsare-tsare a cikin 2023 don fara samar da batir mai ƙarfi kafin 2029, da farko don amfani da motocin jirage marasa matuki.
Akwai taƙaitaccen labarai na baya-bayan nan game da ci gaban CALB a fagen ƙarfin batura masu ƙarfi. A cikin kwata na huɗu na shekarar da ta gabata, CALB ya bayyana a wani taron abokan hulɗa na duniya cewa za a shigar da batir ɗin su mai ƙarfi a cikin motocin alatu na ƙasashen waje a cikin kwata na huɗu na 2024. Waɗannan batura za su iya cimma nisan kilomita 500 tare da cajin minti 10, kuma iyakar iyakar su na iya kaiwa kilomita 1000.
Mataimakin darektan cibiyar bincike ta tsakiya ta EVE Energy, Zhao Ruirui, ya bayyana sabbin ci gaban da aka samu a cikin batura masu karfi a watan Yuni na wannan shekarar. An ba da rahoton cewa EVE Energy yana bin taswirar fasaha wanda ya ƙunshi sulfide da halide solid-state electrolytes. Suna shirin ƙaddamar da cikakkun batura masu ƙarfi a cikin 2026, da farko suna mai da hankali kan motocin lantarki masu haɗaka.
Guoxuan High-Tech ya riga ya saki "Batir Jinshi," cikakken baturi mai ƙarfi wanda ke ɗaukar sulfide electrolytes. Yana fahariya da yawan kuzarin har zuwa 350 Wh/kg, wanda ya zarce manyan batura na ternary fiye da 40%. Tare da wani Semi-m-jihar samar iya aiki na 2 GWh, Guoxuan High-Tech nufin gudanar da kananan-sikelin on-mota gwaje-gwaje na cikakken m-jihar Jinshi Battery a 2027, tare da burin cimma taro samar da 2030 lokacin da masana'antu sarkar ne da-kafa.
Xinwanda ta fara bayyana cikakken bayani ga jama'a game da ci gaba a cikin cikakkun batura masu ƙarfi a cikin watan Yuli na wannan shekara. Xinwanda ya bayyana cewa, ta hanyar kirkire-kirkire na fasaha, ana sa ran rage farashin batir din da aka yi amfani da shi na polymer zuwa yuan 2/Wh nan da shekarar 2026, wanda ya yi kusa da farashin batirin lithium-ion na gargajiya. Suna shirin cimma yawan samar da cikakkun batura masu ƙarfi nan da shekarar 2030.
A ƙarshe, manyan kamfanonin lithium-ion guda goma na duniya suna haɓaka batura masu ƙarfi tare da samun ci gaba sosai a wannan fanni. CATL tana jagorantar fakitin tare da mai da hankali kan ƙaƙƙarfan-jihar da kayan sulfide, da nufin yawan kuzarin 500 Wh/kg. Sauran kamfanoni kamar BYD, LG Energy Solution, SK Innovation, Samsung SDI, Panasonic, CALB, EVE Energy, Guoxuan High-Tech, da Xinwanda suma suna da taswirorin fasaha daban-daban da kuma layukan lokaci don haɓaka batir mai ƙarfi. Ana ci gaba da tseren neman batura masu ƙarfi, kuma waɗannan kamfanoni suna ƙoƙari don cimma kasuwancin kasuwanci da samarwa da yawa a cikin shekaru masu zuwa. Ana sa ran ci gaba masu ban sha'awa da ci gaba za su kawo sauyi ga masana'antar ajiyar makamashi da kuma haifar da yaduwar batura masu ƙarfi.
Lokacin aikawa: Yuli-22-2024