Posachedwa, kampani yofufuza zamsika yaku South Korea ya SNE Research idatulutsa lipoti lolosera kuti mabatire aku China a sodium ion adzakhazikitsidwa mwalamulo mu 2025, omwe amagwiritsidwa ntchito makamaka pamagalimoto a mawilo awiri, magalimoto ang'onoang'ono amagetsi, ndikusungira mphamvu.Zikuyembekezeka kuti pofika chaka cha 2035, mtengo wa mabatire a sodium ion udzakhala 11% mpaka 24% wotsika kuposa mabatire a lithiamu iron phosphate, ndipo kukula kwa msika kudzafika $ 14,2 biliyoni pachaka.
SNE lipoti data
Amanenedwa kuti mabatire a sodium ion amapangidwa makamaka kuchokera ku sodium ngati zopangira, zomwe zimadziwika ndi kutsika kwamphamvu kwamagetsi, kukhazikika kwamagetsi amagetsi, komanso kukana bwino kwa kutentha.Kutengera mawonekedwe omwe ali pamwambawa, makampaniwo amakhulupirira kuti mabatire a sodium akuyembekezeka kukhala ndi malo m'magalimoto onyamula mphamvu zatsopano, kusungirako mphamvu, komanso magalimoto othamanga otsika kwambiri m'tsogolomu, ndikugwirizana ndi mabatire a lithiamu kuti apitirize kutumikira. makampani atsopano a mphamvu.
Kuyambiranso Jianghu ndi Kupitilira Kudutsa
Pankhani ya mabatire a sodium ion, kumvetsetsa kwa anthu ambiri ndi m'badwo wotsatira wa matekinoloje atsopano a batri omwe amatha kuwonjezera mabatire a lithiamu.Komabe, poyang'ana mmbuyo, kutuluka kwa zonsezi kumakhala pafupifupi nthawi imodzi.
Mu 1976, Michael Stanley Whittingham, bambo wa mabatire a lithiamu, adapeza kuti titanium disulfide (TiS2) imatha kuyika ndikuchotsa ma lithiamu ion (Li +), ndikupanga mabatire a Li/TiS2.Njira yosinthika ya ayoni a sodium (Na+) mu TiS2 idapezekanso.
Mu 1980, wasayansi waku France Pulofesa Armand adapereka lingaliro la "Rocking Chair Battery".Ma ion a lithiamu ali ngati mpando wogwedeza, ndi malekezero awiri a mpando wogwedezeka omwe amagwira ntchito ngati mitengo ya batri, ndipo ma ion a lithiamu amayenda mmbuyo ndi mtsogolo pakati pa mbali ziwiri za mpando wogwedeza.Mfundo yamabatire a sodium ion ndi yofanana ndi mabatire a lithiamu-ion, omwe amadziwikanso kuti mabatire akugwedeza mpando.
Ngakhale adapezeka pafupifupi nthawi imodzi, pansi pazamalonda, tsogolo la awiriwa awonetsa njira zosiyanasiyana.Mabatire a lithiamu ion atsogola pakuthana ndi vuto la zinthu zoyipa zama electrode kudzera pa graphite, pang'onopang'ono kukhala "mfumu ya mabatire".Komabe, mabatire a ayoni a sodium omwe sanathe kupeza zida zoyenera zama electrode achoka pang'onopang'ono kuchokera kwa anthu.
Mu 2021, kampani ya mabatire yaku China CATL idalengeza za kafukufuku ndi kupanga m'badwo watsopano wa mabatire a sodium ion, zomwe zidayambitsa kafukufuku wina komanso chitukuko pakupanga mabatire a sodium ion.Pambuyo pake, mu 2022, mtengo wa lithiamu carbonate, chinthu chofunikira kwambiri cha mabatire a lithiamu-ion, unakwera kufika pa 600000 yuan pa tani, zomwe zinabweretsa kuyambiranso kwa batri yotsika mtengo kwambiri ya sodium ion.
Mu 2023, makampani aku China a sodium ion batire akumana ndi chitukuko mwachangu.Kuchokera paziwerengero zosakwanira zama projekiti pa Battery Network, zitha kuwoneka kuti mu 2023, ma projekiti a batri a sodium monga Lake Sodium Energy Sodium Ion Battery ndi System Project, Zhongna Energy Guangde Xunna Sodium Ion Battery Manufacturing Base Project, Dongchi New Energy Annual Production 20GWh New Sodium Ion Battery Project, ndi Qingna New Energy 10GWh Sodium Ion Battery Project iyamba kumangidwa mochulukira, ndikuyika ndalama zambiri mu mabiliyoni/makumi a biliyoni.Mabatire a sodium pang'onopang'ono akhala njira ina yayikulu yopangira ndalama mumakampani a batri.
Malinga ndi ma projekiti opanga ma batire a sodium mu 2023, pali mizere yambiri yoyendetsa ndi ntchito zoyesa.Momwe ma projekiti ochulukirachulukira a batri ya sodium akumangidwa pang'onopang'ono ndikukhazikitsidwa, kugwiritsa ntchito zinthu za batri ya sodium kudzachulukiranso.Ngakhale pali zovuta zina pakuchita bwino kwa mabatire a sodium omwe akuyenera kugonjetsedwera, mabizinesi omwe ali mumndandanda wamakampani a batri ya lithiamu, kuphatikiza oyambitsa atsopano, akhazikitsidwa kale munjira iyi.M'tsogolomu, mabatire a sodium adzapatsanso mphamvu zamagetsi zatsopano pamodzi ndi mabatire a lithiamu.
Kuphatikiza apo, ndalama ndi ndalama m'munda wa mabatire a sodium nawonso akuwotcha.Malinga ndi ziwerengero zosakwanira kuchokera ku Battery Network, kuyambira pa Disembala 31, 2023, makampani 25 omwe ali mumsika wamabatire a sodium apanga ndalama zokwana 82.
Ndizofunikira kudziwa kuti pamene tikulowa mu 2023, mitengo ya lifiyamu ikukumananso ndi kuchepa kwamphamvu, ndipo ngati danga lachitukuko cham'tsogolo la mphamvu ya sodium lidzaphwanyidwa wakhalanso nkhawa yatsopano mu makampani.Duofuduo adanenapo kale poyankha mafunso a Investor, "Ngakhale mtengo wa lithiamu carbonate utatsika mpaka 100000 yuan / tani, magetsi a sodium adzakhalabe opikisana."
Pakusinthanitsa kwaposachedwa ndi Battery Network, Li Xin, Wapampando wa Huzhou Guosheng New Energy Technology Co., Ltd., adasanthulanso kuti mabizinesi apakhomo alowa mu gawo lopanga zinthu zambiri mu 2024, kuchepa kwamitengo yopangira zinthu kudzachepetsanso mitengo ya zinthu zabwino zama elekitirodi, ma elekitirodi olakwika, ndi ma electrolyte amabatire a sodium.Kuphatikizidwa ndi kukhwima kwapang'onopang'ono kwaukadaulo wopanga ma batire a sodium, mwayi wamtengo wamabatire a sodium poyerekeza ndi mabatire a lithiamu pamitengo yopangira udzawonekera.Pamene mphamvu yopangira mabatire a sodium ifika pamlingo wa gigawatt, ndalama zawo za BOM zidzachepetsedwa mpaka 0,35 yuan / Wh.
SNE inanena kuti China yayamba kukhazikitsa magalimoto awiri amawilo ndi magetsi pogwiritsa ntchito mabatire a sodium ion.Yadi, kampani yotsogola yaku China yoyendetsa njinga zamoto zamagetsi, ndi Huayu Energy akhazikitsa kampani yatsopano yomwe idzakhazikitse "Extreme Sodium S9" chitsanzo cha njinga yamoto yamagetsi kumapeto kwa 2023;Mu Januware 2024, galimoto yamagetsi yaku China ya Jianghuai Automobile idayamba kugulitsa magalimoto amagetsi a Huaxianzi pogwiritsa ntchito mabatire a Zhongke Haina 32140 cylindrical sodium ion.SNE imalosera kuti pofika 2035, mphamvu yopanga pachaka ya mabatire a sodium ion yokonzedwa ndi mabizinesi aku China ikuyembekezeka kufika 464GWh.
Kutera mofulumizitsa
Battery Network yawona kuti pamene tikulowa mu 2024, mphamvu zamabatire a sodium ion aku China akutulutsidwabe kwambiri:
Pa Januware 2, Kaborn adasaina mapangano azachuma ndi osunga ndalama monga Qingdao Mingheda Graphite New Materials Co., Ltd. ndi Huzhou Niuyouguo Investment Partnership (Limited Partnership), adapeza bwino ndalama zoyendetsera ndalama za yuan miliyoni 37.6.Ndalama izi zithandiza kampaniyo kufulumizitsa kupanga matani 10000 azinthu zamagetsi zamagetsi.
M'mawa wa Januware 4, polojekiti ya BYD (Xuzhou) ya sodium ion batire idayamba kumanga ndi ndalama zokwana 10 biliyoni.Pulojekitiyi imapanga ma cell a batri a sodium ion ndi zinthu zina zothandizira monga PACK, zomwe zimakonzedwa pachaka za 30GWh.
Pa Januware 12, Tongxing Environmental Protection adalengeza kuti kutenga nawo gawo kwa kampani pakukhazikitsa mgwirizano wangomaliza kumene njira zolembetsera zamakampani ndi zamalonda ndikupeza chilolezo chabizinesi.Kampani yophatikizana makamaka imachita chitukuko chaukadaulo, kutera m'mafakitale, ndikulimbikitsa malonda azinthu zabwino zama electrode zamabatire a sodium ion.Kuphatikiza apo, kusintha ndi kugwiritsa ntchito zida zofunika kwambiri zamabatire a sodium ion monga ma electrode olakwika ndi ma electrolyte adzafufuzidwa munthawi yake ndikupangidwa molingana ndi zomwe kampani ikufuna.
Pa Januware 15, Qingna Technology idasaina pangano logwirizana ndi Lima Gulu.Lima Group igula mabatire a sodium ion opangidwa ndi Qingna Technology kuti apange magalimoto ake athunthu monga ma wheel wheels ndi ma wheel wheels atatu, ndi cholinga chogula cha 0.5GWh pachaka.Ndikoyenera kunena kuti pofika kumapeto kwa 2023, Qingna Technology inali itangolandira kumene ma seti 5000 a mapaketi a sodium ion batire kuchokera ku Forklift Division ya Jinpeng Gulu.Qingna Technology idati kampaniyo pakadali pano ili ndi zopitilira 24 GWh zamapangano ogwirizana.
Pa Januwale 22nd, zidanenedwa kuti Nako Energy ndi Pangu New Energy posachedwapa adasaina mgwirizano wogwirizana.Mbali ziwirizi zidzadalira ubwino wawo, wokhudzana ndi msika, kuchita mgwirizano wozama pa chitukuko ndi chitukuko cha mabatire a sodium ion ndi zipangizo zofunika, ndikupereka chitsogozo chomveka bwino cha ndondomeko yoperekera ndi kugulitsa zosachepera. 3000 matani m'zaka zitatu zotsatira.
Pa Januware 24, Zhongxin Fluorine Materials idatulutsa ndondomeko yoyika anthu payekha, ikufuna kukweza ma yuan osapitilira 636 miliyoni pantchito zazikulu zitatu ndikuwonjezera ndalama zogwirira ntchito.Mwa iwo, Zhongxin Gaobao New Electrolyte Material Construction Project ikukonzekera kulemeretsa mzere wazogulitsa wa Gaobao Technology, kukhathamiritsa kapangidwe kazinthu, ndikuwonjezera mapulojekiti ndikupanga matani 6000 a sodium fluoride ndi matani 10000 a sodium hexafluorophosphate.
Pa Januware 24, Luyuan Energy Materials, wogwirizira kwathunthu wa Kaiyuan Education, kampani yodziwika bwino yamaphunziro aukadaulo, adasaina pangano la mgwirizano ndi People's Government of Huimin County, Binzhou City, Province la Shandong pomanga gawo lalikulu la gw. pulojekiti yosungira mphamvu ndi ma cell a batri a sodium ion.Mgwirizano wopindulitsa pakati pa onse awiri pomanga mapulojekiti a cell a sodium ion batire m'dera la Huimin County;Ntchito yayikulu yosungira mphamvu zamagetsi yokhala ndi sikelo ya 1GW/2GWh.
Pa Januware 28th, chinthu choyamba choyendetsa batire yayikulu kwambiri, yamphamvu kwambiri ya nano solid sodium ion batire ya Nikolai Technology Industry Research Institute ku Tongnan High tech Zone, Chongqing idakhazikitsidwa.Batire iyi idakhazikitsidwa pazida zowoneka bwino komanso zoyipa zama elekitirodi zomwe zidapangidwa ndi Nikolai Technology Industry Research Institute, kuphatikizidwa ndi ukadaulo wapamwamba monga kusintha kwa nano kwa ma elekitirodi olakwika, mawonekedwe otsika a electrolyte, komanso kulimba kwa electrolyte mu-situ.Kuchulukana kwamphamvu kwa batire kumafika 160-180Wh/kg, yomwe ndi yofanana ndi mabatire a lithiamu iron phosphate.
Pamwambo wosaina komanso msonkhano wa atolankhani womwe unachitika masana pa Januware 28th, Nikolai Technology Industry Research Institute adasaina mapangano a mgwirizano wa polojekiti ndi Gaole New Energy Technology (Zhejiang) Co., Ltd. ndi Yanshan University kuti achite limodzi kafukufuku ndi chitukuko cha nano. mabatire olimba a sodium ion ndikulimbikitsa kusintha kwa zomwe zachitika mu sayansi ndi ukadaulo.
Madzulo a January 28th, Huzhou Super Sodium New Energy Technology Co., Ltd. inasaina pangano ndi Mianzhu, Sichuan pa ntchito yopangira mafakitale a zipangizo zofunika zazikulu zosungirako mabatire a sodium ion.Ndalama zonse za polojekitiyi ndi yuan 3 biliyoni, ndipo malo opangira matani 80000 a sodium ion battery cathode cathode adzamangidwa ku Mianzhu.
Nthawi yotumiza: Mar-25-2024