Volkswagen txiav txim siab los ua kom cov lithium hlau phosphate loj heev rau av. Puas yog ternary lithium tsis muaj ntxhiab?
(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.
Nws tau nkag siab tias Guoxuan Hi-Tech tau tshaj tawm 384 lab kev sib koom ntawm tus nqi ntawm 19.01 yuan ib feem, nce tag nrho txog 7.303 billion yuan rau lub roj teeb Guoxuan tshiab nrog cov zis txhua xyoo ntawm 16GWh siab tshwj xeeb lub zog lithium{{ 7}}ion roj teeb Industrialization tej yaam num, qhov tshiab Guoxuan Materials project nrog rau ib xyoos twg ntawm 30, 000 tons ntawm siab -nickel ternary cathode cov ntaub ntawv thiab ntxiv ua hauj lwm peev.
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."
coincidentally, nyob rau hauv Lub kaum hli ntuj xyoo no, Tesla tau hais nyob rau hauv lub thib peb -lub quarter investor lub rooj sib tham hais tias tus qauv roj teeb lub neej version ntawm Model 3 thiab Model Y yuav hloov mus rau lithium hlau phosphate roj teeb thoob ntiaj teb los tiv thaiv tus nqi ntawm raw cov ntaub ntawv xws li nickel thiab cobalt. Tus nqi nce. Tsis tas li ntawd, BYD kuj tau hais tias cov tsheb tshiab hauv kev ua lag luam yav tom ntej yuav muaj cov roj teeb lithium hlau phosphate, thiab Xiaopeng Motors kuj tau tshaj tawm cov lithium hlau phosphate version.
Los ntawm ternary lithium- ion roj teeb rau lithium hlau phosphate roj teeb, lub roj teeb txoj kev ntawm lub tsheb fais fab zoo li tau hloov tam sim ntawd thaum hmo ntuj. Cov tuam txhab tsheb thaum ntxov tau xaiv los nruab ternary lithium-ion roj teeb uas muaj zog ceev thiab tus nqi siab. Txawm li cas los xij, tam sim no lub tsheb hluav taws xob tam sim no Nyob rau theem ntawm kev nthuav dav sai, tus nqi tau dhau los ua tus yuam sij rau cov tuam txhab tsheb kom nce kev lag luam. Tsuas yog cov qauv siab dua - kawg, yuav luag txhua qhov zoo tshaj plaws hauv tsev - muag A00- cov qauv hauv chav kawm yog nruab nrog cov roj teeb lithium hlau phosphate.
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.
Qhov sib txawv ntawm cov zis ntawm ob yog ntau dua. Thaum lub Kaum Ib Hlis, cov khoom siv roj teeb ternary hauv kuv lub tebchaws yog 10.4GWh, suav txog 36.8 feem pua ntawm tag nrho cov zis, nce 42.6 feem pua xyoo-rau- xyoo; cov zis ntawm lithium hlau phosphate roj teeb yog 17.8GWh, suav txog 63. }}ntawm- hli nce ntawm 12.0 feem pua .
