Penderfynodd Volkswagen gynyddu'r cawr ffosffad haearn lithiwm i dir. Onid yw lithiwm teiran yn bersawrus?
(Reporter Chen Mengyu) Yesterday, Guoxuan Hi-Tech's non-public offering of shares to Volkswagen my country has completed the registration and listing of new shares, and Volkswagen my country has officially become the largest shareholder of Guoxuan Hi-Tech, with its shareholding ratio increasing from 4.41 percent to 26.47 percent . Guoxuan Holding Group Co., Ltd. and Li Zhen's shareholding ratios dropped to 10.26 percent and 6.20 percent , respectively.
Deellir bod Guoxuan Hi{0}}Tech wedi cyhoeddi 384 miliwn o gyfranddaliadau am bris o 19.01 yuan fesul cyfranddaliad, gan godi cyfanswm o tua 7.303 biliwn yuan ar gyfer y batri Guoxuan newydd gydag allbwn blynyddol o lithiwm ynni penodol uchel 16GWh{{ 7}}prosiectau diwydiannu batri ion, y prosiect Guoxuan Materials newydd gydag allbwn blynyddol o 30,000 tunnell o ddeunyddiau catod teiran nicel uchel a chyfalaf gweithio atodol.
In order to ensure the stable operation of Guoxuan Hi-Tech, Volkswagen my country undertakes that the relevant shares of the company involved in this non-public offering and share transfer are registered in the name of Volkswagen my country within 36 months or within a longer period determined by Volkswagen my country at its own discretion. It will irrevocably give up the voting rights of some of the company's shares held by it, so that the voting rights ratio of Volkswagen my country is at least 5 percent lower than that of the founding shareholders (Guoxuan Holdings, Li Zhen and its concerted actor Li Chen).
According to the statistics of my country Automotive Power Li-ion Battery Industry Innovation Alliance, in the first 11 months of this year, Guoxuan Hi-Tech's domestic power lithium-ion battery installed capacity was 6GWh, with a market share of 5.1 percent , ranking fourth in the industry. But it is worth noting that at present, Guoxuan Hi-Tech's important products are still lithium iron phosphate batteries. As a lithium iron phosphate giant, why was it chosen by Volkswagen, which uses ternary lithium ion batteries on a large scale?
At present, Volkswagen's domestic battery supplier is CATL, and the power lithium-ion battery is also a ternary lithium-ion battery. However, some time ago, the Volkswagen Group said that it will launch a small and low-cost pure electric SUV in the future. The new model is named ID. 2. It is expected to be announced by the end of 2025, and it is likely to use lithium iron phosphate batteries with relatively low energy density. In this regard, Frank Blome, head of battery technology at Volkswagen Group, said: "Lithium iron phosphate batteries are inexpensive and durable, with more charging cycles, making them ideal for short-range vehicles."
Yn gyd-ddigwyddiadol, ym mis Hydref eleni, dywedodd Tesla yng nghynhadledd y trydydd chwarter i fuddsoddwyr y bydd fersiwn bywyd batri safonol Model 3 a Model Y yn cael ei newid i fatris ffosffad haearn lithiwm ledled y byd i atal pris deunyddiau crai megis nicel a chobalt. Costau cynyddol. Yn ogystal, dywedodd BYD hefyd y bydd ceir newydd ar y farchnad yn y dyfodol yn cael eu cyfarparu'n llawn â batris ffosffad haearn lithiwm, a lansiodd Xiaopeng Motors fersiwn ffosffad haearn lithiwm hefyd.
O fatris ïon lithiwm teiran i fatris ffosffad haearn lithiwm, mae'n ymddangos bod llwybr batri cerbydau trydan wedi newid yn sydyn dros nos. Dewisodd cwmnïau ceir cynnar osod batris ïon lithiwm teiran gyda dwysedd ynni uchel a phris uchel. Fodd bynnag, y maes cerbydau trydan presennol Yn y cam ehangu cyflym, mae pris wedi dod yn allweddol i gwmnïau ceir gynyddu cyfran y farchnad. Ac eithrio modelau pen uwch, mae bron pob un o'r modelau dosbarth A sy'n gwerthu orau yn y cartref yn cynnwys batris ffosffad haearn lithiwm.
Industry data also confirms this trend. According to the latest data from the my country Automotive Power Li-ion Battery Industry Innovation Alliance, in November, my country's ternary battery loading was 9.2GWh, a year-on-year increase of 57.7 percent ; the lithium iron phosphate battery loading was 11.6GWh, a year-on-year increase of 145.3 percent . The momentum of lithium iron phosphate continues to overshadow ternary lithium-ion batteries.
Mae'r gwahaniaeth mewn allbwn rhwng y ddau hyd yn oed yn fwy. Ym mis Tachwedd, allbwn batris teiran yn fy ngwlad oedd 10.4GWh, gan gyfrif am 36.8 y cant o gyfanswm yr allbwn, cynnydd o 42.6 y cant o flwyddyn i{7}}flwyddyn; allbwn batris ffosffad haearn lithiwm oedd 17.8GWh, gan gyfrif am 63.0 y cant o gyfanswm yr allbwn, sef cynnydd o 229.2 y cant flwyddyn-ar-flwyddyn a mis- }}cynnydd-mis o 12.0 y cant .
