North America ndi msika wachitatu waukulu kwambiri wamagalimoto padziko lonse lapansi pambuyo pa Asia ndi Europe. Kuyika magetsi kwa magalimoto pamsikawu kukuchulukiranso.
Kumbali ya mfundo, mu 2021, oyang'anira a Biden adaganiza zoyika $174 biliyoni pakupanga magalimoto amagetsi. Mwa izi, $ 15 biliyoni ndi ya zomangamanga, $ 45 biliyoni yothandizira magalimoto osiyanasiyana ndi $ 14 biliyoni yolimbikitsa mitundu ina yamagetsi. Ogasiti wotsatira, oyang'anira a Biden adasaina lamulo loti 50 peresenti ya magalimoto aku US azikhala amagetsi pofika 2030.
Pamapeto pa msika, tesla, GM, Ford, Volkswagen, Daimler, Stellantis, Toyota, Honda, Rivian ndi makampani ena azikhalidwe komanso zamagalimoto atsopano onse apereka njira zolimbikitsira zamagetsi. Akuti malinga ndi cholinga chopangira magetsi, kuchuluka kwa malonda a magalimoto atsopano amagetsi pamsika waku US okha akuyembekezeka kufika 5.5 miliyoni pofika 2025, ndipo kufunikira kwa mabatire amagetsi kumatha kupitilira 300GWh.
Palibe kukayika kuti makampani akuluakulu a galimoto padziko lapansi adzakhala akuyang'anitsitsa msika wa North America, msika wa mabatire amphamvu m'zaka zingapo zikubweranso "kuwonjezeka".
Komabe, msika sunapangebe wosewera mpira wakunyumba yemwe amatha kupikisana ndi osewera akulu aku Asia. Potsutsana ndi kuwonjezereka kwa magetsi a kumpoto kwa America, makampani a mabatire amphamvu ochokera ku China, Japan ndi South Korea ayang'ana kwambiri msika wa North America chaka chino.
Makamaka, makampani a batire aku Korea ndi Korea kuphatikiza LG New Energy, Panasonic Battery, SK ON, ndi Samsung SDI akuyang'ana North America kuti agwiritse ntchito mtsogolo mu 2022.
Posachedwapa, makampani aku China monga Ningde Times, Vision Power ndi Guoxuan High-tech adalemba zomanga mabatire amagetsi ku North America pa ndandanda yawo.
Malinga ndi malipoti atolankhani akunja, Ningde Times yakonza zoyika $ 5 biliyoni kuti amange batire yamagetsi ku North America, yomwe ili ndi mphamvu ya 80GWh, yothandizira Makasitomala pamsika waku North America monga Tesla. Nthawi yomweyo, mbewuyo idzakwaniritsanso kufunikira kwa mabatire a lithiamu pamsika waku North America wosungira mphamvu.
Mwezi watha, ningde nthawi kuvomereza kafukufuku limagwirira, anati kampaniyo ndi kasitomala kukambirana zosiyanasiyana zotheka kotunga ndi mgwirizano chiwembu, komanso kuthekera kwa kupanga m'deralo, "kuphatikizanso, kampani mu United States makasitomala yosungirako mphamvu amafuna. kugulitsa kwanuko, kampaniyo iganiziranso zinthu monga kuchuluka kwa batri, kufunikira kwamakasitomala, ndalama zopangira zidatsimikizikanso."
Pakalipano, Panasonic Battery, LG New Energy, SK ON ndi Samsung SDI ochokera ku Japan ndi South Korea akupitiriza kuwonjezera ndalama zawo zamalonda ku North America, ndipo atengera njira ya "bundling" ndi makampani amagalimoto akomweko ku United States. Kwa mabizinesi aku China, ngati alowa mochedwa, mosakayikira adzataya mwayi wawo.
Kuphatikiza pa Ningde Times, Guoxuan High-tech yafikanso mgwirizano ndi makasitomala ndipo ikufuna kumanga mafakitale ku North America. Mu Disembala chaka chatha, Guoxuan Anapambana oda kuchokera ku kampani ya CAR yolembedwa ku United States kuti apatse kampaniyo osachepera 200GWh yamagetsi amagetsi pazaka zisanu ndi chimodzi zikubwerazi. Malinga ndi Guoxuan, makampani awiriwa akukonzekera kupanga ndi kupereka mabatire a lithiamu iron phosphate ku United States ndikuwunikira limodzi mwayi wopanga mgwirizano mtsogolomu.
Mosiyana ndi ena awiri, omwe akuganiziridwabe ku North America, Vision Power yaganiza kale kumanga batire yachiwiri yamagetsi ku United States. Vision Power yalowa mu mgwirizano ndi Mercedes-Benz kuti apereke mabatire amagetsi a EQS ndi EQE, mitundu ya Mercedes ya m'badwo wotsatira wa SUV wamagetsi wamagetsi. Vision Dynamics idati idzamanga batire yatsopano ya digito ya zero-carbon ku United States yomwe ikukonzekera kupanga misa mu 2025. Awa adzakhala masomphenya a Power batire yachiwiri ku United States.
Kutengera kuneneratu kwamtsogolo kwa mabatire osungira mphamvu ndi mphamvu, kuchuluka kwa mabatire pamsika waku China kwadutsa 3000GWh pakadali pano, ndipo mabizinesi am'deralo ndi akunja ku Europe akula ndikukula mwachangu, mphamvu ya mabatire yadutsanso 1000GWh. Kunena zoona, msika waku North America udakali koyambirira kwa masanjidwe. Makampani ochepa okha a mabatire ochokera ku Japan ndi South Korea apanga mapulani ogwira ntchito. M'zaka zingapo zikubwerazi, zikuyembekezeredwa kuti makampani ambiri a batri ochokera kumadera ena komanso ngakhale makampani a mabatire am'deralo adzafika pang'onopang'ono.
Ndi kuthamangitsidwa kwa magetsi pamsika waku North America ndi makampani amagalimoto apanyumba ndi akunja, kukulitsa batire yamagetsi ndi magetsi pamsika waku North America kudzalowanso munjira yothamanga. Nthawi yomweyo, poganizira mawonekedwe a msika wamagalimoto aku North America, akuyembekezeka kuti mabizinesi a batri aziwonetsa izi akakhazikitsa mafakitale ku North America.
Choyamba, chikhala chizolowezi kuti mabizinesi a batri agwirizane ndi mabizinesi aku North America amagalimoto.
Kuchokera pamafakitole a batire ku North America, panasonic ndi tesla joint venture, mphamvu zatsopano ndi ma motors ambiri, LG Stellantis joint venture, SK pa mgwirizano ndi ford, masomphenya amtsogolo a mphamvu chomera chachiwiri ku North America nawonso. akuyembekezeka kuthandizira makamaka mercedes-benz, Ningde Era North America Zomera ndi tesla prophase kasitomala wamkulu akuyembekezeredwa, Ngati Guoxuan akhazikitsa fakitale ku North America, mbewu yake yoyamba ikuyembekezeka kupereka makamaka makampani ake amagalimoto omwe ali ndi mgwirizano.
Msika wamagalimoto aku North America ndiwokhwima, ndipo gawo lamsika lamakampani akuluakulu amagalimoto ndi lodziwikiratu, zomwe zimadzetsa zovuta kwa mabizinesi akunja akunja pokhazikitsa mafakitale komanso kugwirizana ndi makasitomala. M'mphepete mwa nyanja aku Asia opanga mabatire, amakhala oyamba kumaliza makasitomala ogwirizana, kenako amamanganso mafakitale.
2. Pali zinthu zambiri zofunika kuziganizira za malo a fakitale, kuphatikizapo United States, Canada ndi Mexico.
LG New Energy, Panasonic Battery, SK ON ndi Samsung SDI asankha kumanga zomera ku US United States ndiye msika waukulu wa magalimoto aku North America, koma poganizira momwe maphunziro a ogwira ntchito, ogwira ntchito, ogwira ntchito, mabungwe ogwira ntchito ndi zinthu zina zimakhudzira khalidwe ndi zinthu zina. mtengo, makampani a batri omwe sanakhazikitsebe kukhalapo pamsika wa North America adzaganiziranso mayiko omwe ali opikisana kwambiri potengera ntchito, zomera ndi mphamvu.
Mwachitsanzo, Ningde Times idavumbulutsa m'mbuyomu kuti idzapereka patsogolo kumanga fakitale ku Mexico. "Ndibwino kumanga fakitale ku Mexico kapena Canada; Momwe mungabweretsere Kupanga Kwambiri kuchokera ku China kupita kumayiko akunja ndizovuta kwambiri." Inde, dziko la United States likuganiziridwanso za chomera chatsopanocho.
Chaka chino, LG New Energy ndi Stellantis 'North American joint venture plant inali ku Ontario, Canada. Kampaniyo ipanga mabatire amagetsi amakampani opanga magalimoto a Stellantis Group ku United States, Canada ndi Mexico.
Iii. Mzere wopanga Lithium iron phosphate udzakhazikitsidwa mochulukira, ndipo mabatire a lithiamu iron phosphate pamsika waku North America akuyembekezekanso kupikisana ndi ma cell a nickel ternary mtsogolo.
Malinga ndi Battery China, LG New Energy, Panasonic Battery, SK ON, vision Power ndi mizere ina yatsopano yopangira batire pamsika waku North America makamaka ndi mabatire apamwamba a nickel ternary, omwe ndi kupitiliza ndi kubwereza kwa batire ya ternary yomwe yakhala ikugwiritsidwa ntchito. inapitilizidwa ndi makampani a mabatire akunja.
Komabe, ndi kutenga nawo mbali kwa makampani aku China komanso malingaliro azachuma amakampani agalimoto apadziko lonse lapansi, mphamvu yopanga lifiyamu chitsulo phosphate idzawonjezeka pang'onopang'ono mu ntchito zatsopano za batire ku North America.
Tesla adaganizapo kale zobweretsa mabatire a lithiamu iron phosphate ku North America. Magwero akuti nthawi ya ningde chomera chatsopano cha North America makamaka chimapanga mabatire a ternary ndi mabatire a lithiamu iron phosphate, kuphatikiza Tesla.
Guoxuan High-chatekinoloje analandira malamulo ku kutchulidwa galimoto kampani mu United States, zikunenedwa kuti nawonso lifiyamu chitsulo mankwala batire malamulo, ndi kotunga m'dera katundu mankhwala mphamvu m'tsogolo komanso anaganiza kukhala makamaka lithiamu chitsulo mankwala mabatire.
Makampani amagalimoto, kuphatikiza Tesla, Ford, Volkswagen, Rivian, Hyundai ndi osewera ena akuluakulu pamsika waku North America, akuwonjezera kugwiritsa ntchito mabatire a lithiamu iron phosphate.
Ndikoyenera kunena kuti m'zaka zaposachedwa, ntchito zosungiramo mphamvu zathu zayambanso kuyambitsa mankhwala a lithiamu iron phosphate kuchokera kumakampani aku China batire mochulukira. Kukula konse kwa malo opangira magetsi ku North America ndikokhwima, ndipo kufunikira kwa mabatire a lithiamu iron phosphate kukukulirakulira, zomwe zimayala maziko abwino ogwiritsira ntchito mtsogolo mabatire a lithiamu iron phosphate.
Nthawi yotumiza: Mar-24-2022