Volkswagen lityum temir fosfat gigantini quruqlikka oshirishga qaror qildi. Uchlik lityum xushbo'y emasmi?
(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.
Maʼlum boʻlishicha, Guoxuan Hi-Tech kompaniyasi har bir aksiya uchun 19,01 yuan bahoda 384 million dona aksiya chiqardi va bu yiliga 16 GVt/soat yuqori oʻziga xos energiya lityum ishlab chiqaradigan yangi Guoxuan akkumulyatori uchun jami 7,303 milliard yuan yigʻdi. 7}}ionli akkumulyatorlarni sanoatlashtirish loyihalari, yangi Guoxuan Materials loyihasi yiliga 30,000 tonna yuqori nikelli uch katodli{10}}ishlab chiqarish va qo‘shimcha aylanma mablag‘lar.
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."
Tasodifan, joriy yilning oktyabr oyida Tesla uchinchi choraklik investorlar konferensiyasida {0}}Model 3 va Model Y batareyasining ishlash muddati standart versiyasi butun dunyo bo‘ylab xom ashyo narxining oldini olish uchun lityum temir fosfatli batareyalarga o‘tkazilishini aytdi. nikel va kobalt. Ko'tarilgan xarajatlar. Bundan tashqari, BYD, shuningdek, kelajakda bozorda yangi avtomobillar lityum temir fosfat batareyalari bilan to'liq jihozlanganligini aytdi va Xiaopeng Motors ham lityum temir fosfat versiyasini ishga tushirdi.
Uchlik lityum{0}}ionli batareyalardan litiy-temir fosfatli batareyalarga qadar, elektr transport vositalarining akkumulyator yo'nalishi bir kechada birdaniga o'zgarganga o'xshaydi. Ilk avtomobil kompaniyalari yuqori energiya zichligi va yuqori narxga ega uchlik lityum{1}}ionli akkumulyatorlarni o'rnatishni tanladilar. Biroq, hozirgi elektr avtomobil maydoni Tez kengayish bosqichida narx avtomobil kompaniyalari uchun bozor ulushini oshirish uchun kalit bo'ldi. Yuqori{2}}modellardan tashqari, mahalliy eng ko'p sotiladigan{3}}A00- toifadagi deyarli barcha modellar lityum temir fosfat batareyalari bilan jihozlangan.
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.
Ikkisi orasidagi ishlab chiqarishdagi farq yanada kattaroq. Noyabr oyida mamlakatimizda uchlik batareyalar ishlab chiqarish quvvati 10,4GVt/soatni tashkil etdi, bu umumiy ishlab chiqarishning 36,8 foizini tashkil etdi, bu o‘tgan yilga nisbatan 42,6 foizga o‘sdi-; litiy-temir fosfatli batareyalar ishlab chiqarish quvvati 17,8 GVt/soatni tashkil etdi, bu umumiy ishlab chiqarishning 63,0 foizini tashkil etdi, bu yil va bir oyda-229,2 foizga o'sdi{{16} }}-oyiga 12,0 foizga o'sdi.
