北京11选5

磷酸铁锂的“危”与“机

网站北京11选5    新闻动态    磷酸铁锂的“危”与“机
 

BUTIETUICHUDESHIJIANJIEDIANYUESHILINJIN,LINSUANTIELIDESHICHANGXUQIUYUEJIANGKUAISUHUISHENG。

“BUTIEYUGAONENGLIANGMIDUGUAGOUXIA,SANYUANCHENGWEICHENGYONGCHEDEZHULIUXUANZE。SUIZHEBUTIETUICHU,YINGYONGSHICHANGHUIYONGJIAOTOUPIAO,XINGNENG、CHENGBEN、XIFENSHICHANGXUQIUDUOZHONGYINSUZUOYONGXIA,MINGNIANLINSUANTIELIDEYINGYONGFENGCHAOHUOHUIZHONGQI。”ZAIJINRIJUBANDE2018GAOGONGLIDIAN&DIANDONGCHENIANHUISHANG,YIWEIXINGYEZISHENRENSHIRUCISHUODAO。

做出上述判断基于的原因:北京11选5一是政策放缓能量密度提升要求。近期发改委发布的《汽车产业投资管理规定》中,取消了300Wh/kg动力电池能量密度要求,一改此前崇尚高能量密度姿态。不少行业人士猜测,明年补贴新政大概率只在金额上做退坡调整。

ERSHILINSUANTIELINENGLIANGMIDUTISHENGMEINIANYUEZAI10%ZUOYOU,ZAI2020NIANJIANGDADAOJIXIAN,DANGJISHUMENJIANDADAOTONGYIJIBIE,XINGYEJIUHUIJINRUDAOPINCHANNENGGUIMO、PINCHENGBENKONGZHIDEJIEDUAN。JIAZHILINSUANTIELICAILIAOJIAGECHENGXIAHUAQUSHI,DAIBUTIETUICHU,LINSUANTIELIDEYOUSHIJIANGGENGJIATUXIAN。

YUZHIPANDUANXIANGFUDESHI,GAOGONGLIDIANJINQIYELEJIEDAO,RUJINCHEQIBINGBUZHIZHEYUZHUIZHUGAONENGLIANGMIDUDESANYUANDIANCHI,ERSHIGENGDUOKAOLVANQUANXINGNENG、XUNHUANSHOUMING、ZONGHEXINGJIAGE、SHIJIYINGYONGCHANGJINGSHANG,BAOKUOCHENGYONGCHE、WULIUCHEQIYEYEZAIZHUANXIANGTUIGUANGLINSUANTIELICHANPIN,JIASHANGCHUNENGSHICHANG“QIFENG”,LINSUANTIELISHICHANGDEHUINUANJIXIANGZHUJIANMINGXIAN。

值得一提的是,在2018高工锂电&电动车年会上,奇瑞新能源副总经理倪绍勇在演讲中也明确表示,后补贴时代,奇瑞新能源已在考虑更多的电池解决方案。2019年奇瑞新能源会引入磷酸铁锂电池,并希望行业内电池厂家能够提供VDA尺寸的磷酸铁锂电池模组和电芯。

黎明前的黑暗

北京11选5SHOUTANSUANLIJIAGEHUAPO、LINSUANTIELICAILIAOGONGGUOYUQIU、SANYUANJIASUQIANGZHAN、WOTEMASHIJIANCHONGJIDENGDUOZHONGYINGXIANG,2018NIANKEYISHUOSHILINSUANTIELISHICHANGYOUSHENGZHUANSHUAIDEZHIANZHINIAN。

GAOGONGCHANYANLIDIANYANJIUSUO(GGII)SHUJUXIANSHI,2018NIANQ1-Q3ZHENGJICAILIAOCHUHUOLIANGDA18.4WANDUN,QIZHONGSANYUANCAILIAOCHUHUOLIANG9.57WANDUN,ZHANBI50.2%。ERLINSUANTIELICHUHUOLIANGWEI3.4WANDUN,ZHANBI18.5%。

JINNIANYILAI,LINSUANTIELICAILIAOXUQIUYIDUYANZHONGWEISUO,JIAGEYEYIDIEZAIDIE。MUQIANLINSUANTIELICAILIAODEZHULIUJIAGEZAI6WANYUAN/DUNZUOYOU,XIANGBIYUJINNIANNIANCHU9-9.5WANYUAN/DUNDEJIAGE,TONGBIXIAJIANG35%ZUOYOU。

ZHI10YUEFEN,GEBIEBAOJIASHENZHIYIDUDIEZHICHENGBENXIAN3-4WANYUAN/DUN,JIAGEHUNLUANQIECANBURENDU。ZHUYAOWEIBUFENCAILIAOQIYEWEIXIAOKUCUNDIJIACHUHUO,YIJIJIANGSHENGCHANGUOCHENGDANGZHONGCHUXIANDE“CANCIPIN”DIJIAXIAOYUTONGXINCHUNENG、HUWAIYONGDENGDENGDUIDIANCHIXINGNENGYAOQIUBUGAODELINGYU。

TONGSHI,JINGGUOJINLIANGNIANDEKUOCHAN,DAPILINSUANTIELICAILIAOXINJIANXIANGMUHEJIGAIXIANGMUZAI2018NIANDEDAOJIZHONGSHIFANG,DAOZHILINSUANTIELICAILIAOCHANNENGGUOSHENG。CHANPINJIAGEXIAHUASHICHANGJINGZHENGJILIETAISHIXIA,DAPIZHONGXIAOXINGLINSUANTIELICAILIAOQIYESHENGCUNJIANNAN,DAXINGQIYEYEZAOYULEKEHUDAFUYAJIADEYALI。

北京11选5ZAIBUTIETUIPOHEXIAYOUZHUJICHANGDEYAJIAZHIXIA,DONGLIDIANCHIQIYECHUYUMAIFANGSHICHANGYAOQIUTIELICAILIAOJIAGETAIDUJIAOWEIQIANGSHI,DAOZHILINSUANTIELICAILIAOCHANPINMAOLILVHEYINGLINENGLIBEIYASUO。

突破与机会

ANQUANXING、XUNHUANSHOUMING、JIAGESHILINSUANTIELICAILIAODEYOUSHISUOZAI,SUIZHENENGLIANGMIDUPINGJINGDETUPO、BUTIETUICHUYIJIXIFENSHICHANGDEKAIHUA,LINSUANTIELIHUOJIANGYINGDEGENGDUODESHICHANGKONGJIAN。

GAOGONGLIDIANZHUYIDAO,2018NIANLIANGCHANDEFANGXINGLVQIAOLINSUANTIELIDIANCHIDANTIBINENGLIANGZAI160Wh/kgZUOYOU,ERYIXIEYOUXIUDEDIANCHICHANGJIAMUQIANYIJINGNENGZUODAO170-180Wh/kgDESHUIPING。XIANGBIYUQUNIANLIANGCHANDEDANTIBINENGLIANG140wh/kg,JINNIANDIANCHIQIYEZAINENGLIANGMIDUSHANGDOUYOULEJINYIBUTISHENG。

国轩高科执行总裁王强博士北京11选5表示,国轩高科2018年磷酸铁锂能量密度达到160-180Wh/kg,从技术规划路线来看,2019年公司磷酸铁锂产品单体电芯将达到190Wh/kg,2020年超过200Wh/kg。

JINNIAN10YUE,GUOXUANGAOKEQUANZIZIGONGSIHEFEIGUOXUANYUJIANGHUAIQICHEJIUGONGTONGTUIJINWUBUTIESHIDAIXINNENGYUANQICHESHICHANGHUADACHENGZHANLVEHEZUOXIEYI。GENJUXIEYI,2019NIANJIANGHUAIQICHEXUQIUHEFEIGUOXUANTIGONGDONGLILIDIANCHIGONG4GWh。HEFEIGUOXUANYEJIANGJIYUJIANGHUAIQICHEXUQIU,QUANMIANSHENGJILINSUANTIELIDIANXINCHANPIN。

北京11选5JIANGHUAIQICHEJIADALINSUANTIELIDEYINGYONGZHISHISHICHANGXUQIUZHUANXIANGDEXINHAODENG,MUQIANBAOKUOBEIQIXINNENGYUAN、QIRUIXINNENGYUANYEYOUYIJIADALINSUANTIELIZAICHENGYONGCHELINGYUDEYINGYONG。

NISHAOYONGBIAOSHI,MUQIANGUONEILINSUANTIELIDECHICUNHAISHITAIDUO,DANSHIFUHEVDACHICUNDEBIAOZHUNXIANGDUIJIAOSHAO,BUTIETUICHUZHIHOU,LINSUANTIELIHUISHIQIRUIXINNENGYUANTANSUODEXINXUANZE,BINGHUYUYOUGENGDUOSHENGCHANVDACHICUNDELINSUANTIELIDIANCHIQIYELAIYUQIRUIXINNENGYUANQIATANHEZUO。

YIWEIBUYUANJUMINGDEDIANCHIQIYEGAOGUANBIAOSHI,ZHIYAOYOUBUTIE,LINSUANTIELIZAICHENGYONGCHESHICHANGSHANGJIANGHENNANSHIZHANSHENSHOU,SUIZHEBUTIETUIPO,LINSUANTIELIZAICHENGYONGCHESHICHANGDEZHANBIJIANGBIXIANZAIFENEGAO,ZHEISHIKEYIKENDINGDE。

TONGSHI,JINNIANYILAI,GUOJIAGULIDIANWANGCE、YONGHUCECHUNENGDEYUNYONG,JIANGSUZHENJIANG、HENANPINGGAO、HUNANZHANGSHADENGDIJIGEJIAODADEDIANWANGCECHUNENGSHIFANYUNYINGXIANGMUXIANGJIZHAOBIAO,TIZHENLESHICHANGXINXIN,YIXIEDIANCHIQIYEZHENGZAIJIJIBUJU。

YOUYULINSUANTIELIXINGNENG、JIAGEGENGFUHECHUNENGCESHICHANGYONGTU,BUSHAOLEGUANZHERENWEI,DIANWANGCECHUNENGSHICHANGDELVXIANQILIANG,XIANGXINMINGNIANYEHUIJILINSUANTIELICAILIAODAILAIXINYIBODEYINGYONGJIHUI。

企业依旧如履薄冰

SUIRANLINSUANTIELISHICHANGCHENGXIANHUINUANJIXIANG,DANSHIWULUNSHIZAILINSUANTIELICAILIAOLINGYU,HAISHIDUIYUZHUGONGLINSUANTIELIDIANCHIDEQIYE,SHICHANGFAZHANYIJIJINGZHENGGEJUYIRANCUNZAIZHUDUOBUQUEDINGXING。

CAILIAOQIYEFANGMIAN,GGIIDIAOYANSHUJUXIANSHI,MUQIANLINSUANTIELICAILIAOPAIMINGKAOQIANDEQIYEYOUBIYADI、BTR、HUNANSHENGHUA、ANDAKEJI、BEIDAXIANXING、SITELAN、DEFANGNAMI、ZHONGQINGTERUI、HEFEIGUOXUAN、YANTAIZHUONENGDENG。ZHEI10JIAQIYESHICHANGFENEZHANBIYUE85%,SHICHANGJIZHONGDUFEICHANGGAO。ZAI“QIANGZHEHENGQIANG”DEDAQUSHIXIA,LINSUANTIELICAILIAOQIYETAOTAISUDUJINCHENGJIAKUAI。

北京11选5MUQIANGUONEINENGJIANGLINSUANTIELIDONGLIDIANCHIYONGDAOCHENGYONGCHEDEZHIYOUGUOXUANGAOKE、BIYADI、NINGDESHIDAIDENG,ERZHEIJIJIAYAOMEZICHANZIXIAO,YAOMEGONGYINGSHANGJIQIYOUXIAN,PAIMINGKAOHOU、CHANNENGJIAOXIAODELINSUANTIELICAILIAOQIYEJIBENMEIYOUJIHUI。

DIANCHIQIYEFANGMIAN,JINNIANXIABANNIANSHICHANGDEQUEYOUSUOHUINUAN,LINSUANTIELICAILIAOQIYEYINGSHOUZENGZHANG40%-50%BINGBUQIGUAI,YUANYINSHISHANGBANNIANDEYINGSHOUZHIBIAO“JISHU”GUODISHENZHIMEILIANG。QIEKEGUANLAIKAN,MINGNIANSHANGYONGCHELINSUANTIELIDIANCHIYONGLIANGDAODINENGBUNENGZENGJIA,HAISHIWEIZHISHU。

北京11选5TONGSHI,ZAIBUTIETUIPOHEXIAYOUZHUJICHANGYAJIAZHIXIA,DONGLIDIANCHIQIYELINSUANTIELICHANPINMAOLILVHEYINGLINENGLIYIBEIBUDUANYASUO。YAOXIANGJINYIBUTISHENGSHICHANGYINGYONGFENE,DIANCHIQIYEBUJINYAOZAICHANPINSHENGJI、NENGLIANGMIDUTISHENGFANGMIANXIAGONGFU,HAIYAOZAICHANNENGGUIMO、CHENGBENGUANKONG、CHANPINXILIEYANTUOSHANGDEYOUSHIZUODAOJIZHI,QIYEJINGZHENGCAIGENGYOUJIHUI。

2019年1月18日 15:36
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