Kampani ya China Automotive Power Battery Industry Innovation Alliance (“Battery Alliance”) yatulutsa deta yosonyeza kuti mu February 2023, mphamvu yoyika batri yamagetsi ku China inali 21.9GWh, kuwonjezeka kwa 60.4% YoY ndi 36.0% MoM. Mabatire a Ternary adayika 6.7GWh, zomwe zikutanthauza 30.6% ya mphamvu yonse yoyikidwa, kuwonjezeka kwa 15.0% YoY ndi 23.7% MoM. Mabatire a Lithium iron phosphate adayika 15.2GWh, zomwe zikutanthauza 69.3% ya mphamvu yonse yoyikidwa, kuwonjezeka kwa 95.3% YoY ndi 42.2% MoM.

Kuchokera pa deta yomwe ili pamwambapa, titha kuwona kuti chiwerengero chalithiamu chitsulo phosphateMu maziko onse oyikidwa ali pafupi kwambiri ndi 70%. Chinthu china ndichakuti, kaya YoY kapena MoM, kuchuluka kwa mabatire a lithiamu iron phosphate kukula mofulumira kwambiri kuposa mabatire a ternary. Malinga ndi izi, msika wa mabatire a lithiamu iron phosphate pamsika wa maziko oyikidwawo upitilira 70% posachedwa!

Hyundai ikuganizira za m'badwo wachiwiri wa Kia RayEV pa nthawi yoyambira kugwiritsa ntchito mabatire a Ningde Time lithium-iron phosphate, omwe adzakhala oyamba kutulutsidwa ndi mabatire a lithiamu-iron-phosphate pamagalimoto amagetsi. Iyi si nthawi yoyamba kugwirizana pakati pa Hyundai ndi Ningde Times, chifukwa Hyundai idayambitsa kale batire ya lithiamu ternary yopangidwa ndi CATL. Komabe, mabatire okha ndi omwe adabweretsedwa kuchokera ku CATL, ndipo ma module ndi ma packaging adachitika ku South Korea.

Chidziwitsochi chikuwonetsa kuti Hyundai idzayambitsanso ukadaulo wa CATL wa “Cell To Pack” (CTP) kuti ithetse mphamvu zochepa. Mwa kupangitsa kuti kapangidwe ka module kakhale kosavuta, ukadaulo uwu ukhoza kuwonjezera kuchuluka kwa mabatire omwe amagwiritsidwa ntchito ndi 20% mpaka 30%, kuchepetsa chiwerengero cha ziwalo ndi 40%, ndikuwonjezera mphamvu yopangira ndi 50%.

Hyundai Motor Group inali pa nambala wachitatu padziko lonse lapansi pambuyo pa Toyota ndi Volkswagen ndipo inagulitsa magalimoto okwana 6,848,200 padziko lonse lapansi mu 2022. Mu msika wa ku Ulaya, Hyundai Motor Group inagulitsa magalimoto okwana 106.1 miliyoni, ndipo inali pa nambala wachinayi ndi gawo la msika la 9.40%, zomwe zinapangitsa kuti ikhale kampani yamagalimoto yomwe ikukula mofulumira kwambiri.

Hyundai Motor Group inali pa nambala wachitatu padziko lonse lapansi pambuyo pa Toyota ndi Volkswagen ndipo inagulitsa magalimoto okwana 6,848,200 padziko lonse lapansi mu 2022. Mu msika wa ku Ulaya, Hyundai Motor Group inagulitsa magalimoto okwana 106.1 miliyoni, ndipo inali pa nambala wachinayi ndi gawo la msika la 9.40%, zomwe zinapangitsa kuti ikhale kampani yamagalimoto yomwe ikukula mofulumira kwambiri.

Pankhani ya magetsi, Hyundai Motor Group yakhazikitsa magalimoto a IONIQ (Enikon) 5, IONIQ6, Kia EV6, ndi magalimoto ena amagetsi ochokera ku E-GMP, malo odzipatulira magalimoto amagetsi amagetsi. Ndikoyenera kunena kuti IONIQ5 ya Hyundai sinasankhidwe kokha ngati "Galimoto Yapadziko Lonse ya Chaka cha 2022", komanso "Galimoto Yamagetsi Yapadziko Lonse ya Chaka cha 2022" ndi "Kapangidwe ka Magalimoto Apadziko Lonse ya Chaka cha 2022". Mitundu ya IONIQ5 ndi IONIQ6 idzagulitsa magalimoto opitilira 100,000 padziko lonse lapansi mu 2022.

Mabatire a Lithium iron phosphate akugonjetsa dziko lonse lapansi

Inde, ndi zoona kuti makampani ambiri amagalimoto akugwiritsa ntchito kale kapena akuganizira zogwiritsa ntchito mabatire a lithiamu iron phosphate. Kuwonjezera pa Hyundai ndi Stellantis, General Motors ikufufuzanso momwe mungagwiritsire ntchito mabatire a lithiamu iron phosphate kuti muchepetse ndalama1. Toyota ku China yagwiritsa ntchito batire ya BYD lithium iron phosphate blade m'magalimoto ake ena amagetsi1. Kumayambiriro kwa chaka cha 2022, Volkswagen, BMW, Ford, Renault, Daimler ndi makampani ena ambiri apadziko lonse lapansi aphatikiza mabatire a lithiamu iron phosphate m'magalimoto awo oyambira.

Makampani opanga mabatire akuyikanso ndalama m'mabatire a lithiamu iron phosphate. Mwachitsanzo, kampani yogulitsa mabatire ya ku US yotchedwa Our Next Energy yalengeza kuti iyamba kupanga mabatire a lithiamu iron phosphate ku Michigan. Kampaniyo ipitiliza kukulitsa fakitale yake yatsopano ya $1.6 biliyoni ikayamba kugwira ntchito chaka chamawa; pofika chaka cha 2027, ikukonzekera kupereka mabatire okwanira a lithiamu iron phosphate pamagalimoto amagetsi 200,000.

Kore Power, kampani ina yogulitsa mabatire ku US, ikuyembekeza kuti kufunikira kwa mabatire a lithiamu iron phosphate kukukula ku United States. Kampaniyo ikukonzekera kukhazikitsa mizere iwiri yolumikizirana pafakitale yomwe idzamangidwe ku Arizona pofika kumapeto kwa chaka cha 2024, imodzi yopangira mabatire atatu, omwe pakadali pano ndi otchuka ku United States, ndi inayo yopangira mabatire a lithiamu iron phosphate1.

Mu February, Ningde Times ndi Ford Motor adagwirizana. Ford ipereka ndalama zokwana $3.5 biliyoni kuti imange fakitale yatsopano ya mabatire ku Michigan, United States, makamaka popanga mabatire a lithiamu iron phosphate.

Posachedwapa LG New Energy yawulula kuti kampaniyo ikukweza chitukuko cha mabatire a lithiamu iron phosphate pamagalimoto amagetsi. Cholinga chake ndikupangitsa kuti mabatire ake a lithiamu iron phosphate agwire bwino ntchito kuposa omwe akupikisana nawo aku China, kutanthauza kuti, kuchuluka kwa mphamvu ya batire iyi kuposa C kuti batire ya Tesla Model 3 ikhale yokwera ndi 20%.

Kuphatikiza apo, magwero adati SK On ikugwiranso ntchito ndi makampani aku China opanga zinthu za lithiamu iron phosphate kuti azitha kuyika mphamvu ya lithiamu iron phosphate m'misika yakunja.