Volkswagen memutuskan untuk meningkatkan gergasi fosfat besi litium untuk mendarat. Adakah litium ternary tidak wangi?
(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.
Difahamkan bahawa Guoxuan Hi-Tech menerbitkan 384 juta saham pada harga 19.01 yuan sesaham, meningkatkan jumlah kira-kira 7.303 bilion yuan untuk bateri Guoxuan baharu dengan pengeluaran tahunan litium tenaga khusus tinggi 16GWj{{ 7}}Projek Perindustrian bateri ion, projek Bahan Guoxuan baharu dengan pengeluaran tahunan sebanyak 30,000 tan bahan katod ternari nikel tinggi dan modal kerja tambahan.
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."
Secara kebetulan, pada bulan Oktober tahun ini, Tesla berkata pada-persidangan pelabur suku ketiga bahawa versi hayat bateri standard Model 3 dan Model Y akan ditukar kepada bateri litium besi fosfat di seluruh dunia untuk mengelakkan harga bahan mentah seperti nikel dan kobalt. Kos meningkat. Selain itu, BYD turut memberitahu bahawa kereta baharu di pasaran pada masa hadapan akan dilengkapi sepenuhnya dengan bateri lithium iron phosphate, dan Xiaopeng Motors turut melancarkan versi lithium iron phosphate.
Daripada bateri litium-terner kepada bateri fosfat besi litium, laluan bateri kenderaan elektrik nampaknya telah berubah secara tiba-tiba dalam sekelip mata. Syarikat kereta awal memilih untuk memasang bateri ion litium{1}}ternary dengan ketumpatan tenaga yang tinggi dan harga yang tinggi. Walau bagaimanapun, medan kenderaan elektrik semasa Dalam peringkat pengembangan pesat, harga telah menjadi kunci bagi syarikat kereta untuk meningkatkan bahagian pasaran. Kecuali untuk model-lebih tinggi, hampir semua model kelas-terlaris domestik00-dilengkapi dengan bateri litium besi fosfat.
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.
Perbezaan dalam output antara kedua-duanya adalah lebih besar. Pada bulan November, keluaran bateri terner di negara saya ialah 10.4GWj, mencakupi 36.8 peratus daripada jumlah keluaran, peningkatan sebanyak 42.6 peratus tahun-pada-tahun; keluaran bateri litium besi fosfat ialah 17.8GWj, menyumbang 63.0 peratus daripada jumlah keluaran, peningkatan sebanyak 229.2 peratus tahun-pada-tahun dan sebulan{{16 }}pada-bulan meningkat sebanyak 12.0 peratus .
