Motsamaisi oa LG Solar (LGES) oa Korea Boroa o re k'hamphani e ntse e buisana le barekisi ba thepa ba ka bang bararo ba Machaena ho hlahisa libeteri tsa likoloi tsa motlakase tse theko e tlase Europe, kamora hore European Union e behe litefiso tsa likoloi tsa motlakase tse entsoeng ka China le tlholisano. e tla matlafatsoa le ho feta.
LG Matla a machaho phehella likamano tse ka bang teng ho tla har'a tjantjello e matla
ho fokotseha ha tlhoko ho tsoa indastering ea likoloi tsa motlakase lefatšeng ka bophara, ho totobatsa khatello e ntseng e hola ho lik'hamphani tsa betri tseo e seng tsa China ho tloha ho baetsi ba likoloi ho ea ho litheko tse tlase. ho isa boemong bo lekanang le ba baphadisani ba Machaena.
Khoeling ena, moetsi oa likoloi oa Fora Groupe Renault o itse o tla sebelisa theknoloji ea lithium iron phosphate battery (LFP) mererong ea eona ea ho hlahisa likoloi tsa motlakase ka bongata, ho khetha LG New Energy le mohanyetsi oa eona oa Chaena Contemporary Amperex Technology Co. Ltd. (CATL) e le balekane. , ho theha liketane tsa phepelo Europe.
Phatlalatso ea Groupe Renault e latela qeto ea Khomishene ea Europe ka Phuptjane. Ka mor'a likhoeli tsa lipatlisiso tse khahlanong le lithuso, European Union e ile ea etsa qeto ea ho lefisa litefiso tse fihlang ho 38% likoloing tsa motlakase tse tsoang Chaena, ho susumetsa baetsi ba likoloi tsa motlakase tsa Chaena le lik'hamphani tsa betri ho itlama ho tsetela Europe.
Wonjoon Suh, hlooho ea karohano ea betri ea koloi e tsoetseng pele ea LG New Energy, o bolelletse Reuters: "Re buisana le lik'hamphani tse ling tsa Machaena tse tla hlahisa lisebelisoa tsa cathode tsa lithium iron phosphate le rona le ho hlahisa thepa ena bakeng sa Europe." Empa motho ea ikarabellang o re o hanne ho reha k'hamphani ea China ka lipuisano.
"Re ntse re nahana ka mehato e fapaneng, ho kenyelletsa ho theha likhoebo tse kopaneng le ho saena litumellano tsa phepelo ea nako e telele," Wonjoon Suh o boletse, mme a eketsa hore tšebelisano e joalo e tla thusa LG New Energy ho fokotsa litšenyehelo tsa tlhahiso ea libeteri tsa eona tsa lithium iron phosphate nakong ea lilemo tse tharo. ho isa boemong bo lekanang le ba baphadisani ba Machaena.
Cathode ke karolo e le 'ngoe e theko e boima ka ho fetisisa ka har'a betri ea koloi ea motlakase, e nkang karolo ea boraro ea chelete eohle ea sele e le 'ngoe. Ho latela tracker ea 'maraka oa betri ea SNE Research, China e laola phepelo ea lefats'e ea lisebelisoa tsa lithium iron phosphate cathode, mme bahlahisi ba eona ba baholo e le Hunan Yuneng New Energy Battery Material Co., Ltd., Shenzhen Shenzhen Dynanonic le Hubei Wanrun New Energy Technology.
Hajoale, lisebelisoa tse ngata tsa cathode bakeng sa libeteri tsa koloi ea motlakase li arotsoe haholo ka mefuta e 'meli: lisebelisoa tsa cathode tse thehiloeng ho nickel le lisebelisoa tsa lithium iron phosphate cathode. Ka mohlala, lisebelisoa tsa cathode tse entsoeng ka nickel tse sebelisoang mefuteng ea nako e telele ea Tesla li ka boloka matla a mangata, empa litšenyehelo li phahame. Lintho tse entsoeng ka lithium iron phosphate cathode li ratoa ke baetsi ba likoloi tsa motlakase tsa China joalo ka BYD. Le hoja e boloka matla a fokolang haholo, e bolokehile ebile e theko e tlaase.
Lik'hamphani tsa betri tsa Korea Boroa li 'nile tsa lebisa tlhokomelo ho tlhahiso ea libeteri tse thehiloeng ho nickel, empa hona joale, kaha li-automaker li batla ho atolosa mela ea lihlahisoa tsa tsona ho ea ho mehlala e theko e tlaase, li boetse li atoloha ho hlahisa libethe tsa lithium iron phosphate tlas'a khatello. . Empa lebala lena le busoa ke bahlolisani ba Machaena. Suh o itse LG New Energy e nahana ho sebelisana le lik'hamphani tsa China ho hlahisa lisebelisoa tsa lithium iron phosphate cathode Morocco, Finland kapa Indonesia ho fana ka 'maraka oa Europe.
LG New Energy e bile lipuisanong le baetsi ba likoloi United States, Europe le Asia mabapi le litumellano tsa phepelo ea libeteri tsa lithium iron phosphate. Empa Suh o itse tlhokahalo ea mefuta e theko e tlaase ea motlakase e matla Europe, moo karolo e etsang karolo ea halofo ea thekiso ea EV sebakeng seo, e phahameng ho feta United States.
Ho ea ka SNE Research, likhoeling tse hlano tse qalang tsa selemo sena, baetsi ba betri ba Korea Boroa LG New Energy, Samsung SDI le SK On ba ne ba e-na le karolo e kopantsoeng ea 50.5% 'marakeng oa betri ea likoloi tsa motlakase oa Europe, eo karolo ea LG New Energy e neng e le 31.2 %. Karolo ea 'maraka ea lik'hamphani tsa betri tsa Machaena Europe ke 47.1%,' me CATL e behiloe pele ka karolo ea 34.5%.
Pejana, LG New Energy e thehile likhoebo tse kopaneng tsa betri le baetsi ba likoloi tse kang General Motors, Hyundai Motor, Stellantis le Honda Motor. Empa ha kholo ea thekiso ea likoloi tsa motlakase e ntse e fokotseha, Suh o re ho kenya lisebelisoa tse ling tse hlokahalang bakeng sa katoloso ho ka lieha ho fihlela lilemo tse peli ka lipuisano le balekane. O bolela esale pele hore tlhoko ea EV e tla hlaphoheloa Europe ka likhoeli tse ka bang 18 le US ka lilemo tse peli ho isa ho tse tharo, empa seo se tla itšetleha ka karolo ea leano la boemo ba leholimo le melaoana e meng.
E anngoe ke ts'ebetso e fokolang ea Tesla, theko ea thepa ea LG New Energy e koetsoe ka 1.4%, e sa sebetseng hantle Korea Boroa ea KOSPI index, e oeleng ka 0.6%.
Nako ea poso: Jul-25-2024