Abakora Bateri ya Litiyumu: Abatanga amasoko 10 ya mbere yo gukoresha inganda

Twize inzira igoye muri Q 3 2023 ko "selile A Grade A" idasobanura icyo utekereza. Umukiriya wo mu burengerazuba bwo hagati yategetse ibyo bizeraga ko ari premium LFP kumato yabo ya 35 -. Amasezerano yavuzwe neza Icyiciro A. Igenzura ryinjira ryasaga neza. Nyuma y'amezi atatu, ibizamini byubushobozi byerekanye 82 - 84% byizina - ntahantu hegereye 95% + wakwitega kumanota A -. Igisubizo cyabatanga isoko? "Uru ni A - urwego rwo gukuramo. Mu bipimo by’isoko ry’Ubushinwa, A - gukuramo biracyafatwa nk'icyiciro." Umukino wa semantique watwaye abakiriya bacu hafi $ 40K mugutandukanya imikorere n'amezi abiri yo gusubira inyuma-mbere yuko tugirana inguzanyo igice.

Lithium Battery Manufacturers: Top 10 Suppliers For Industrial Use

Uwo mushinga wahinduye uburyo twegera ibyangombwa byabatanga rwose. Niba urimo usoma ibi ushakisha urutonde rworoshye rwabakora bateri ya "nziza" ya lithium, nzaguha ibyo. Ariko niba mubyukuri ugiye kwandika PO kuri bateri ya lithium yinganda mumezi 12 ari imbere, urutonde ntirurenze kumva uburyo ibyo bigo bikora mugihe ibintu bigoye.

Isoko Ukuri Inyuma Yumubare

Umuntu wese asubiramo igishushanyo cya BloombergNEF - $ 108 / kWh igiciro cyo gupakira guhera mu mpera za 2024, kikamanuka kiva ku madorari arenga 1100 muri 2010. Uyu mubare ugaragara muri buri nganda zerekana no mu bashoramari. Ikitavuzwe: ibyo biremereye cyane kumodoka - selile. Mugihe mubyukuri twakoresheje RFQs kumapaki ya forklift yinganda muntangiriro ya 2024, amagambo yagarutse $ 135 - 165 / kWt bitewe nuburemere bwa BMS hamwe nubushyuhe buke -. Icyuho kirahari kubera ko inganda zikoreshwa mu nganda zisaba ibintu bitandukanye-bigari byerekana ubushyuhe bwo hejuru, kwihanganira uburebure bwimbitse, BMS ikomeye cyane kubidukikije.

CATL ifite imigabane 36.8% ku isoko ry’isi yose ukurikije imibare y’ubushakashatsi bwa SNE guhera mu ntangiriro za 2025.Bavunnye umusaruro wa 300 GWh ku mwaka mu 2024, intambwe ntayindi nganda yigeze igeraho. Iyi ni mibare nyayo. Ariko dore icyo iyo mibare yo kugabana ku isoko itakubwira: Igice cyo kugurisha inganda za CATL gikora bitandukanye cyane nubucuruzi bwabo bwimodoka. Igihe cyo gusubiza kiva mumatsinda yabo yinganda gikora iminsi 3-5 yakazi kubibazo byibanze. Kubona inkunga yubuhanga nyayo? Mubisanzwe bisaba kuzamuka ku cyicaro gikuru cya Shenzhen, wongeyeho ikindi cyumweru byibuze. Kugereranya, bamwe mubakora inganda zo mucyiciro cya 2 dukorana nabo basubiza mugihe cyamasaha 24 kuko bashonje kubitumiza.

BYD ikurikira hafi 18% kumasoko hamwe na tekinoroji ya Blade. Ikizamini cyo kwinjiza imisumari kirashimishije rwose - nta guhunga ubushyuhe, nta muriro, nta mwotsi. Kwishyira hamwe kwabo kuva mu bucukuzi bw'amabuye y'agaciro binyuze mu gutunganya ibintu bitanga inyungu nziza. Mu myitozo, twabonye ibi bigabanya inzira zombi. Mugihe Q 2 2023, imwe mumishinga yacu yagize ikibazo cyo gutinda ibyumweru 6 kubera ko ibikoresho bya cathode byimbere ya BYD byacitse intege. Bitandukanye na CATL, inkomoko yabatanga cathode benshi kandi irashobora guhindura igabanywa, guhuza BYD guhagarikwa bivuze ko badafite ihinduka. Impande zinyuranye: igiciro cyazo cyagumye gihamye binyuze muri lithium karubone yose ya 2022-2023 mugihe abandi batanga isoko bagerageje kongera kumvikana kumasezerano.

Niki Mubyukuri Mubyukuri Mugihe cyo Gusuzuma Abatanga isoko

Kugereranya bisanzwe bireba ubushobozi, ibyemezo, umugabane wisoko. Ayo makuru ni ingirakamaro kubitekerezo byabashoramari. Kubyemezo byamasoko, ibintu bitandukanye bifite akamaro.

Ingufu za LG

LG Energy Solution ifite patenti zirenga 78.000 - portfolio nini muruganda. Ikigo cyabo cya Polonye gifite ubushobozi bwa 115 GWh. Ubushobozi bwa tekiniki ntabwo arikibazo. Ibikorwa bifatika: Amatsinda yo gucunga konti ya LG kubisabwa mu nganda usanga ari abanyakoreya baba mu mahanga bafite ububasha buke bwo gufata ibyemezo. Ikintu cyose kirenze urutonde rusanzwe rusaba kwemererwa na Seoul. Twagize ibiganiro byibiciro mu byumweru bitatu dutegereje ikimenyetso cya VP - ikimenyetso - ku cyifuzo cya 7%. Abayobozi bashinzwe kugurisha mu karere ka CATL, bitandukanye, mubusanzwe bafite uburenganzira bwo kuganira mumatsinda yashizweho nta cyicaro gikuru.

Samsung SDI

Samsung SDI hafi 2.9% umugabane wisoko yibanda cyane cyane kubikorwa bya premium - EV, sisitemu ya UPS, ibikoresho bya IT. Ubwiza bwabo buhoraho nibyiza. Inyungu zabo muri forklift yinganda cyangwa porogaramu ya AGV? Ntarengwa, keretse niba uzanye amajwi yimura inshinge kuri bo. Twagize Samsung reps mu kinyabupfura turashaka ko dushakisha ahandi mumishinga iri munsi ya $ 500K yumwaka.

Abakora muri Koreya muri rusange baracyakomeza umusaruro wa LFP. Bubatse ubucuruzi bwabo kuri chimie ya NMC kumodoka. Ihinduka ryerekeza kuri LFP ryihuse nyuma yo gutakaza umugabane w’isoko ry’iburayi ku bahanganye n’abashinwa, ariko umusaruro ukabije ugaragaza umusaruro. Inkomoko z’inganda zerekana ko imirongo ya LFP yo muri Koreya ikoresha umusaruro wa 70% muri iki gihe, ugereranije na 95% + ku bashoramari ba LFP b'Abashinwa. Icyo cyuho cy'amanota 25 kigira ingaruka ku bukungu bwibice muburyo butajya bugaragara mubiciro bya RFQ ariko bikerekana muburyo bwo gutanga no guhuza ubuziranenge.

Panasonic ikomeza imyanya ihanitse hamwe nubuziranenge bwo hejuru twahuye nabyo. Umugabane w isoko 3.7% ugaragaza kwibanda nkana aho kuba intege nke zo guhatanira - ntabwo biruka ingano kubiciro - ibyiciro byoroshye. Kuri porogaramu aho kwihanganira ibisobanuro bifite akamaro kuruta kuzamura ibiciro, Panasonic ikomeza kuba igipimo. Gusa wumve ko ibihe byo kuyobora aribyo birebire muruganda kandi ibiciro byerekana aho bihagaze.

What Actually Matters When Evaluating These Suppliers

Ikibazo cyo mu cyiciro cya 2 cy'Abashinwa

CALB, Gotion Hejuru - Ikoranabuhanga, ingufu za EVE - buri kimwe gikora muri 50-70 GWh. Izi nganda zitanga igitekerezo gishimishije kubaguzi binganda. EVE ifite ibyemezo bya IEC 62619 byumwihariko, isi yose ikubiyemo ububiko buhagaze, itumanaho, UPS, forklifts, AGV, hamwe nibisabwa na marine. Kumenyekana mubihugu 50+ bituma ibi bifitanye isano cyane namasoko mpuzamahanga.

Isuzuma rinyangamugayo: urwego - 2 Abakora mubushinwa barashobora gutanga agaciro nyako niba uzi kuzuza ibisabwa no kubicunga. Ubwiza butandukanye nukuri - twabonye ibicuruzwa byiza kandi twabonye ibibazo. Itandukaniro nyamukuru ntabwo ari izina ryisosiyete, ni ubushobozi bwurwego rwinganda nubushobozi bwawe bwo kubigenzura.

Urugero rumwe rufatika: twasuye ibikoresho bibiri bitandukanye bya EVE muri 2023. Isosiyete imwe, bigaragara ko igenzura ryiza ritandukanye. Ikigo gikora amamodoka OEM cyakoraga ibikorwa bigaragara cyane kuruta icyakorera abakiriya binganda zo murugo. Niba ukomoka kubatanga ibyiciro-2, ubugenzuzi bwuruganda burenze ibyamamare.

Urwego A / B Imiterere Ntawe ubisobanura neza

Amasoko yubucuruzi yubushinwa mubyukuri yemera amanota atanu ya LFP: Icyiciro A +, Icyiciro A -, Icyiciro B, Icyiciro C, nicyakabiri - ukuboko. Iyo kugurisha kubaguzi bo muburengerazuba, abatanga ibicuruzwa benshi borohereza ibi. A + na A - bahinduka "Icyiciro A." B na C bahinduka "Icyiciro B." Ibi ntabwo byanze bikunze uburiganya nkana - nikibazo cyubuhinduzi butera urujijo nyarwo. Ariko ingaruka zifatika nimwe: utekereza ko ugura ikintu kimwe ukakira ikindi.

Ubushakashatsi bwakozwe na Lumafield CT bwasuzumye selile zirenga 1.000 bwerekanye ko 8% yikiguzi gito - hamwe na bateri ziganano zirimo inenge za cathode zirenze urugero zitagaragara mugihe cyo kugenzura bisanzwe (lumafield.com). Ntabwo ari ingaruka zifatika. Twagize umukiriya kuvumbura ibibazo bisa nyuma yo kohereza bateri nyuma yerekana kwangirika byihuse.

Igenzura ryumubiri rifasha ariko rifite imipaka. QR code yakuweho yerekana ingirabuzimafatizo zanze kuva murwego - 1 bakora kuburyo runaka - binjiye murwego rwo gutanga. Gusudira ahantu hagomba kwerekana ultrasonic ishusho imwe, ntabwo imiterere ya blob idasanzwe. Ibirango bya UL byagombye kuba byanditseho hologramamu-byanditseho ibirango byiganano. Ibisobanuro bisaba ubushobozi burenga 3,600mAh kuri selile 18650 ntibishoboka mumubiri; ntarengwa ni 3.500mAh. Impinduka zingana na 2mV hagati ya terminal yerekana ibibazo byuburinganire.

Ariko dore ikintu - iri genzura rifata ibibazo bigaragara. Ibibazo byujuje ubuziranenge bisaba protocole yubugenzuzi ikwiye hamwe no gupima ubushobozi, gupima inzitizi, hamwe nicyitegererezo cyamagare. Ibyo bisaba amafaranga nigihe. Abaguzi benshi basimbuka. Abaguzi benshi amaherezo bicuza kubireka.

Uburyo bwacu bwa none: kubatanga isoko rishya, dukeneye kugenzura ubushobozi bwa gatatu - kugenzura ubushobozi bwikitegererezo mbere yo kwakira ibyoherejwe. Igiciro gikoresha $ 3-5K bitewe nubunini bw'icyitegererezo. Ibyo byumvikana ko bihenze kugeza ubigereranije na $ 40K ikinyuranyo cyimikorere nkumukiriya wacu wo mu burengerazuba bwo hagati.

Ibarura rya ROI rikeneye imiterere

Ubushakashatsi bwa Raymond Corporation bwerekana 415-656% ubuzima bwose ROI kuri lithium forklift ihinduka ivugwa kenshi (raymondsci.com). 17% byongera umusaruro hamwe nimibare yamezi 10-16 yamenetse agaragara hafi yikibanza cyo kugurisha batiri ya lithium. Iyo mibare ni iy'ukuri. Barasabwa kandi kubitekerezo bidashobora guhuza ibikorwa byawe.

Ukwezi kwa 10 - 16 kumena gufata gufata - ibikorwa byinshi hamwe no gukoresha cyane. Imikorere imwe - ibikorwa byo guhinduranya bishobora kubona kwishyura kugeza 36 - amezi 48. Gutezimbere umusaruro wibwira ko usimbuye aside-aside hamwe nibijyana byose byahinduwe na bateri, kuvomera, kunganya amafaranga. Niba uhinduye kuri propane cyangwa mazutu, kubara birasa.

Kugereranya ingufu zingirakamaro biroroshye: lithium igera kuri 95 - 98% yo kwishyuza hamwe na 75-80% kuri aside-aside. Ibyo bivuze kugabanuka kwa 35-50%. Ariko ibiciro by'amashanyarazi biratandukanye cyane mukarere. Ku $ 0.08 / kWh ibiciro byinganda bisanzwe mubice bya Midwest, kwishyura biraguka. Ku $ 0.18 / kWh ibiciro bya Californiya, kwishyura byihuse.

Ibyago byumutungo byangiritse ntibikunze kugaragara mubicuruzwa ROI kubara. Batteri ya Litiyumu ifite agaciro ka zeru mugihe ibikorwa byawe bihindutse - kwimura ibikoresho, guhindura imishinga yubucuruzi, kugabanya ingano yimodoka. Kurongora - aside byibuze ifite agaciro. Kuri CFO isuzuma imyaka 7-10 yiyemeje umutungo, ibyo guhitamo bifite akamaro.

Uburyo bwinyangamugayo bwo kwerekana ibi: niba ukoresha ibikorwa byinshi - byimuka hamwe na gahunda yumwaka 5+ yumutekano hamwe nigiciro cyamashanyarazi kiri hejuru ya $ 0.12 / kWt, lithium yumvikana mubukungu hamwe no kwishyura bisanzwe mumyaka ibiri. Hanze y'ibyo bipimo, kubara bisaba gusesengura neza.

Certification Requirements Gate Market Access

Ibisabwa Ibyemezo Irembo Kwinjira Kumasoko

Ikizamini cya UN38.3 ntabwo - gishobora kuganirwaho kuri bateri iyo ari yo yose yoherejwe ku rwego mpuzamahanga. Ibizamini umunani bikubiyemo kwigana ubutumburuke, gusiganwa ku magare yumuriro, kunyeganyega, guhungabana, umuzunguruko mugufi, ingaruka, kwishyuza birenze, no gusohora ku gahato. Igihe gikora ibyumweru 4-6 kubisanzwe bisanzwe. Ibiciro biratandukanye ariko bije $ 15-25K yo gutanga ibyemezo byambere. Igishushanyo mbonera cyose gishobora gutera kugerageza.

UL 1973 ikubiyemo ingufu zihagaze kandi zitera imbaraga muri Amerika ya ruguru. Kurenga ibyemezo byambere, UL isaba gukomeza Kurikirana - Serivisi zirimo ubugenzuzi bwibikoresho butamenyeshejwe. Abatanga ibicuruzwa rimwe na rimwe bafite ibyemezo bya UL kubishushanyo bishaje ariko ntabwo umusaruro uriho - kugenzura nimero ya dosiye yihariye ikubiyemo ibicuruzwa utumiza.

IEC 62619 ikora nkibipimo nganda byisi yose hamwe no kumenyekana mubihugu 50+. Kubisabwa bigenewe uturere twinshi, icyemezo cya IEC 62619 cyoroshya kubahiriza.

Passeport ya Batiri yu Burayi iba itegeko muri Kanama 2025.Ibyo bisaba QR - kode ikurikiranwa ryamakuru yubuzima burimo ikirenge cya karubone, ijanisha ryibicuruzwa bitunganijwe, hamwe nibisobanuro byatanzwe. Ukurikije ibiganiro nabaguzi benshi mumpera za 2024, benshi ntibiteguye. Niba ugurisha mumasoko yuburayi cyangwa utanga abakiriya babikora, kubahiriza pasiporo ya Batteri bigomba kuba bimwe mubisabwa n'abaguzi ubungubu, ntabwo amezi atandatu uhereye ubu.

Amasezerano yamasezerano akurinda mubyukuri

Impanuro zisanzwe - zirimo indishyi zaseswa kubera gutinda, ibisabwa byo gupima imikorere, garanti yo gutesha agaciro - igaragara muri buri gitabo cyamasoko. Iyicwa rifite akamaro kuruta ingingo.

Indishyi ziseswa ziteganijwe zirinda impapuro. Ukuri: Abashinwa batanga ibicuruzwa mubisanzwe baganira ningufu zidashoboka kugirango bagabanye hafi gutinda. COVID, guhagarika ibicuruzwa, kubura ibikoresho fatizo, guhindura politiki ya leta - twabonye amasezerano aho gahunda ya LD itari ikomeye cyane kubera carve - hanze. LD caps mubisanzwe ikoresha 10-15% yagaciro ka PO. Niba umushinga wawe utinze ibyangiritse birenze ibyo, urimo gutandukanya utitaye kumvugo yamasezerano.

Uburyo bwiza cyane: imiterere yo kwishyura kugirango igumane imbaraga. Inyandikorugero yacu isanzwe ikora 30% kubitsa, 30% mugutangira kugenzura umusaruro, 30% mugihe batsinze ikizamini cyo kwakira uruganda, 10% nyuma yikizamini cyo kwakira urubuga. Niba itangwa ryanyerera, uracyafite 40-70% yagaciro k'amasezerano. Ibyo birema imbaraga zifatika kuruta LD.

Amagambo ya garanti asaba gusoma neza. Garanti yamamaza 10 - umwaka wose ushobora gutanga umusimbura wuzuye kumyaka 1 - 3, hamwe na- byateganijwe nyuma. Leta yubuzima yishingira-ubusanzwe 70% SOH nyuma ya garanti-ikeneye kwerekana protocole yikizamini no gukemura amakimbirane. Twabonye abatanga isoko barwanya SOH mugutonganya uburyo butandukanye bwo kugerageza.

Guhitamo Abaguzi Bimanuka Bikwiranye

Urutonde "top 10" ntirisobanutse neza kuruta guhuza ubushobozi bwabatanga nibisabwa byihariye.

Kurwego rwo hejuru - ingano isanzwe ikoreshwa aho igiciro gikenewe cyane, CATL na BYD zitanga inyungu nini nigiciro cyibitero. Tegereza igihe kirekire cyujuje ibyangombwa kandi ntigihinduka muguhindura.

Kubisabwa bisaba ubufatanye bwubuhanga nubufasha bwa tekiniki, LG Energy Solution na Panasonic bizana ibikoresho byimbitse, nubwo kubiciro bihendutse kandi hamwe nubucuruzi burebure.

Kubiciro - porogaramu zoroshye aho ufite ubushobozi bwimbere bwo gucunga ubuziranenge, tier-2 Abashinwa bakora nka EVE Energy cyangwa Gotion barashobora gutanga agaciro nimbaraga zujuje ibyangombwa.

Abatanga isoko bagera kumusaruro mwiza muburambe bwacu ni abasubiza ibibazo bya tekiniki hamwe nubujyakuzimu aho kugurisha ibicuruzwa. Icyo kimenyetso mugihe cyujuje ibyangombwa gisanzwe cyerekana imikorere ikora neza kuruta ibyemezo cyangwa imibare yo kugabana ku isoko.

Intambwe Zikurikira

Niba usuzuma amasoko ya batiri ya lithium yinganda, ibitekerezo bike mumishinga twakoze:

Tangira impamyabumenyi amezi 6-9 mbere yo kugura. Guhitamo abatanga isoko byanze bikunze biganisha ku bwumvikane uzicuza.
Bije yo kugenzura ibyinjira kubicuruzwa byambere. $ 3 - 5K igiciro cyo kugenzura ubushobozi bwabandi bantu ni ubwishingizi buhendutse.
Ntukibwire Icyiciro A bisobanura icyo utekereza. Kugaragaza kwihanganira ubushobozi mubare mumasezerano - "Birarenze cyangwa bingana na 95% byubushobozi bwizina" - aho gushingira kumyanya y'amanota.
Irinde Q4 igihe cyo kugura niba bishoboka. Ababikora bashira imbere abakiriya b'imodoka umwaka - kurangiza gutanga. Ibicuruzwa byinganda bigenda byamburwa agaciro. Q1 gutumiza Q2-Q3 kubitanga muri rusange bigenda neza.
Saba ibyerekeranye nabakiriya binganda byumwihariko. Automotive references ntabwo yimurira mubikorwa byinganda {{1} teams amatsinda atandukanye yo kugurisha, inzego zinyuranye zunganira, gushyira imbere uruganda rutandukanye.

Twakoze binyuze muriyi mishinga ihagije kugirango tumenye aho imitego isanzwe igaragara. Niba ugendainganda za lithiumamasoko kandi dushaka kugereranya inyandiko, turahari kubiganiro bya tekiniki. Rimwe na rimwe, ubushishozi bwagaciro buturuka ku kumva ibitaragenze neza kumushinga wundi mbere yuko usubiramo amakosa.

Ibi biragaragaza uko isoko ryifashe hamwe nubunararibonye bwabatanga ibicuruzwa guhera muntangiriro ya 2025. Inganda za batiri ya lithium igenda yihuta - kugenzura ibisobanuro hamwe nimpamyabushobozi hamwe nababikora mbere yo kurangiza ibyemezo byamasoko.