How sacred is the concept of "4680 battery" that set off a rising tide?
On Monday, A shares set off the concept of 4680 battery. As of the close, a number of lithium battery stocks such as Keda Manufacturing and my country's Bao'an had the daily limit, Yiwei Lithium Energy rose nearly 16 percent , and Fangyuan shares, Ningde Times, and Zhongwei shares followed suit.
Recently, there has been a lot of news about the mass production of 4680 batteries in the market. According to industry insiders, it is still the "eve" of mass production of 4680 batteries. Before mass production, the corresponding lithium battery production equipment manufacturers will benefit first. In addition, the launch of the 4680 battery will drive the accelerated development of the ternary high-nickel route.
The world's first 4680 large cylindrical battery
Ishlab chiqarish liniyasi loyihasi e'lon qilindi
4680 batareya kontseptsiyasi bilan Yiwei Lithium Energy aksiyalari narxi 8-noyabr kuni kunlik savdolarda rekord darajaga yetdi. Yopilish holatiga ko'ra Yiwei Lithium Energy deyarli 16 foizga yopildi.
4680 batareyasi, nomidan ko'rinib turibdiki, kengligi 46 mm va uzunligi 80 mm bo'lgan batareyadir. 4680 akkumulyatori birinchi marta 2020-yil sentabr oyida Tesla Batareya kunida omma oldida tasvirlangan edi. Xabar qilinishicha, ilgari Tesla tomonidan qo‘llanilgan 2170 akkumulyator bilan solishtirganda 4680 akkumulyatori hujayra sig‘imidan besh baravar ko‘p, bu esa tegishli modelning sayohat masofasini bir necha barobar oshirishi mumkin. 16 foiz. Tesla hisob-kitoblariga ko'ra, 4680 batareya usuli 2170 batareyani joriy qilishdan 14 foizga arzonroq bo'ladi.
Yiwei Lithium Energy announced on November 5 that the company's subsidiary Yiwei Power intends to sign a "contract" with the Jingmen High-tech Industrial Development Zone Management Committee to invest in the construction of 20GWh large cylindrical batteries for passenger vehicles in Jingmen High-tech Zone respectively. Production line and auxiliary facilities projects, 16GWh square lithium iron phosphate battery production line and auxiliary facilities projects, the total investment in fixed assets of investment projects is about 6.2 billion yuan.
Xuddi shu kuni bo'lib o'tgan Jingmen Power Storage Battery Industrial Parkning ochilish marosimida Yiwei Lithium Energy kompaniyasi raisi Liu Jincheng Jingmen Power Storage Battery Industrial Parkda 4680 va 4695 ta yirik silindrsimon batareya ishlab chiqarish liniyalari qurilishini aytdi. Uning ta'kidlashicha, ushbu sanoat parki 4680 va 4695 ta yirik silindrsimon akkumulyatorlarni-ishlab chiqaradigan dunyodagi birinchi ishlab chiqarish bazasi bo'lishi mumkin.
Industry insiders infer that the "construction of a 20GWh large cylindrical battery production line for passenger vehicles" mentioned in the Yiwei Lithium Energy Announcement may be the 4680 and 4695 large cylindrical battery production lines.
Soochow Securities kompaniyasi katta silindrsimon batareyalar energiya zichligi va ishlab chiqarish narxi bo'yicha katta afzalliklarga ega ekanligini va kelajakda muhim texnik yo'nalishga aylanishi kutilmoqda. Yiwei Lithium Energy yirik silindrsimon batareyalarni joylashtirishda yetakchilik qiladi. 2021 yilda u 4680 va 4695 dona tayyor mahsulot ishlab chiqardi va quyi oqimdagi avtomobil kompaniyalari tomonidan e'tirof etildi. Yo'lovchi transport vositalari uchun rejalashtirilgan 20 GVt-soat katta silindrsimon akkumulyator ishlab chiqarish 2023 yilda ommaviy ishlab chiqarishni boshlashi kutilmoqda.
Xorijdagi akkumulyator gigantlari 4680 ommaviy ishlab chiqarish jarayonini tezlashtiradi
Xorijda 4680 ta akkumulyatorning ommaviy ishlab chiqarilishi ham asta-sekin yaqinlashmoqda.
The head of Panasonic's battery department recently told the media that Panasonic is preparing to mass-produce 4680 large cylindrical battery cells for Tesla. The person in charge said that the technical goals of 4680 battery product development have been basically achieved, but there are still technical barriers to mass production.
Tesla, shuningdek, 4680 akkumulyatorini ommaviy ishlab chiqarishga yo'l ochib berdi.
Kanadaning Ontario shtatidagi Markham shahri meri Frank Kapiti yaqinda ijtimoiy tarmoqlarda Tesla shaharda akkumulyator ishlab chiqarish uskunalarini ishlab chiqarish va global super fabrikalarni yetkazib berish uchun zavod qurishini aytdi. Zavodni tashkil etish va ishga tushirishga tayyorgarlik ishlari yakunlandi.
Not long ago, foreign media also photographed two trucks loaded with battery production equipment driving into Tesla's Texas Gigafactory inventory area, marked as "positive electrode production line 1" and "negative electrode production line 1".
Xorijiy ommaviy axborot vositalarining taxmin qilishicha, bu harakatlar Tesla 4680 akkumulyatorini ommaviy ishlab chiqarishni tezlashtirayotganidan dalolat beradi.
4680 ta akkumulyatorni ommaviy ishlab chiqarish jarayoniga kelsak, Tianfeng Securities mahalliy ishlab chiqaruvchilar 4680 ta akkumulyatorni ishlab chiqarishni rejalashtirishni tugatgandan so'ng, dastlabki texnik almashinuv, shartnoma imzolash va jihozlarni etkazib berishdan taxminan 4 oydan 6 oygacha vaqt ketishini aytdi. Sanoatdagi joriy yuksalish tufayli uskunalarni yetkazib berish muddati 6 oydan 8 oygacha uzaytirilishi mumkin. Shu sababli, ishlab chiqarish liniyalarining partiyalari kelasi yilning aprel-iyun oylari orasida yetkazib berilishi kutilmoqda, xorijga esa 4680 dona akkumulyatorlarni yetkazib berish mahalliy ishlab chiqaruvchilarnikidan kechroq bo'ladi.
China Merchants Securities kompaniyasining ta'kidlashicha, 4680 kabi yirik{0}}o'lchamli silindrsimon akkumulyatorlar korpusning birlik batareya quvvatidagi ulushini kamaytirishi kutilmoqda, strukturaviy qismlar va payvandlash soni ham sezilarli darajada kamayadi, ishlab chiqarish va yig'ish samaradorligi. ham yuqori bo'ladi, bu oxir-oqibat batareyaning og'irligi va energiya zichligi oshishida aks etadi. xarajatlarni kamaytirish. Katta silindrsimon batareyalarni qo'llash bilan yuqori{2}}nikelli materiallarning rivojlanishi tezlashishi va kremniy-tarkibida anodli materiallarning ulushi ham oshishi kutilmoqda.
