Chinn Volkswagen an fathach fosfáit iarainn litiam a mhéadú go talamh. Nach bhfuil litiam trínártha cumhra?
(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.
Tuigtear gur eisigh Guoxuan Hi-Tech 384 milliún scaireanna ar phraghas de 19.01 yuan in aghaidh na scaire, rud a d'ardaigh thart ar 7.303 billiún yuan san iomlán don cheallraí Guoxuan nua le haschur bliantúil de 16GWh litiam ard-fhuinnimh{{ 7}}tionscadail tionsclaíochta ceallraí ian, an tionscadal nua Guoxuan Materials le haschur bliantúil de 30,000 tonna d’ábhair chatóid thrínártha nicil arda agus caipiteal oibre forlíontach.
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."
Go comhthráthach, i mí Dheireadh Fómhair na bliana seo, dúirt Tesla ag an tríú comhdháil infheisteoirí ráithe go n-aistreofar an leagan caighdeánach saoil ceallraí de Samhail 3 agus Múnla Y go cadhnraí fosfáit iarainn litiam ar fud an domhain chun cosc a chur ar phraghas na n-amhábhar ar nós. nicil agus cóbalt. Costais ardaithe. Ina theannta sin, dúirt BYD freisin go mbeidh gluaisteáin nua ar an margadh sa todhchaí feistithe go hiomlán le cadhnraí fosfáit iarainn litiam, agus sheol Xiaopeng Motors leagan fosfáit iarainn litiam freisin.
Ó chadhnraí ian litiam trínártha go cadhnraí fosfáit iarainn litiam, is cosúil go bhfuil athrú tobann tagtha ar bhealach ceallraí na bhfeithiclí leictreacha thar oíche. Roghnaigh cuideachtaí gluaisteán luath cadhnraí ian litiam trínártha a shuiteáil le dlús ard fuinnimh agus ardphraghas. Mar sin féin, an réimse feithiclí leictreacha atá ann faoi láthair I gcéim an fhairsingithe tapa, tá praghas tar éis éirí mar an eochair do chuideachtaí gluaisteán chun sciar den mhargadh a mhéadú. Seachas samhlacha deiridh níos airde, tá cadhnraí fosfáit iarainn litiam i mbeagnach gach ceann de na samhlacha baile is fearr a dhíolann{{{{{{{{{}})aicme A{{{00-tá siad feistithe le cadhnraí).
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.
Is mó fós an difríocht in aschur idir an dá cheann. I mí na Samhna, b'ionann aschur na gcadhnraí trínártha i mo thír agus 10.4GWh, sin 36.8 faoin gcéad den aschur iomlán, méadú 42.6 faoin gcéad bliain ar-bhliain; ba é aschur cadhnraí fosfáit iarainn litiam ná 17.8GWh, arbh ionann é agus 63.0 faoin gcéad den aschur iomlán, méadú 229.2 faoin gcéad bliain-ar-bhliain agus mí{{16} }}méadú ar-mí de 12.0 faoin gcéad .
