Volkswagen nolēma palielināt litija dzelzs fosfāta gigantu, lai nolaistos. Vai trīskāršais litijs nav smaržīgs?
(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.
Tiek saprasts, ka Guoxuan Hi{0}}Tech izlaida 384 miljonus akciju par cenu 19,01 juaņa par akciju, kopumā iegūstot aptuveni 7,303 miljardus juaņu par jauno Guoxuan akumulatoru ar 16 GWh lielu litija īpatnējo enerģiju gadā. 7}}jonu akumulatoru industrializācijas projekti, jaunais Guoxuan Materials projekts ar 30,000 tonnu lielu-niķeļa trīskāršo katodu materiālu gadā un papildu apgrozāmo kapitālu.
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."
Nejauši šī gada oktobrī Tesla trešajā{0}}ceturkšņa investoru konferencē paziņoja, ka modeļa 3 un modeļa Y standarta akumulatora darbības laika versija visā pasaulē tiks pārslēgta uz litija dzelzs fosfāta akumulatoriem, lai novērstu tādu izejvielu cenu kā niķelis un kobalts. Pieaug izmaksas. Turklāt BYD arī paziņoja, ka nākotnē jaunās automašīnas tirgū būs pilnībā aprīkotas ar litija dzelzs fosfāta akumulatoriem, un Xiaopeng Motors arī laidis klajā litija dzelzs fosfāta versiju.
No trīskāršajiem litija{0}}jonu akumulatoriem līdz litija dzelzs fosfāta akumulatoriem, šķiet, ka elektrisko transportlīdzekļu akumulatoru ceļš pēkšņi ir mainījies vienas nakts laikā. Agrākie automašīnu uzņēmumi izvēlējās uzstādīt trīskāršos litija{1}}jonu akumulatorus ar augstu enerģijas blīvumu un augstu cenu. Tomēr pašreizējā elektrisko transportlīdzekļu joma Straujas paplašināšanās posmā cena ir kļuvusi par galveno automobiļu kompāniju tirgus daļas palielināšanu. Izņemot augstākās-klases modeļus, gandrīz visi vietējā tirgū pārdotākie-A00-klases modeļi ir aprīkoti ar litija dzelzs fosfāta akumulatoriem.
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.
Izlaides atšķirība starp abiem ir vēl lielāka. Novembrī trīskāršo akumulatoru jauda manā valstī bija 10,4 GWh, kas veido 36,8 procentus no kopējās jaudas, kas ir par 42,6 procentiem vairāk-salīdzinot ar-gadu; litija dzelzs fosfāta akumulatoru jauda bija 17,8 GWh, kas veido 63.{19}} procentus no kopējās produkcijas, kas ir par 229,2 procentiem vairāk nekā gadu-salīdzinot ar-gadu un mēnesi{16 }}mēnesī{17}}pieaugums par 12,0 procentiem .
