ʻO ke alakaʻi o nā mea hana Lithium paʻa i ka naʻauao i ke kahua o ka hoʻokele uila "a laila hoʻomaka"

Me ka hoʻomohala wikiwiki ʻana o nā kaʻa ikehu hou, ke hilinaʻi nei ke poʻo o ke kaulahao ʻoihana i kona ikaika R&D ponoʻī a me nā pono o ka paepae e hoʻomohala i ka "'āina" hou a kūkulu i kahi "moat" ikaika.

I kēia mau lā, ua aʻo ʻia ʻo Kina mai nā kumu kūpono, ma ke ʻano he alakaʻi honua i ke kahua o nā lako pākaukau lithium - naʻauao hoʻokele, ua ʻoki mālie ʻo ia i ke kahua uila (drive motor).

Ua hōʻike ʻia nā kumu i ʻike ʻia i ka bateria Kina, ua hiki i ka naʻauao pilote i kahi hui hoʻolālā me kekahi mau poʻo o ka home OEM e hāʻawi i kahi pūʻulu piha o nā ʻōnaehana hoʻokele uila, me ka laina hana stator laina pālahalaha, nā laina hui hui hui āpau, etc. ., a ua hoʻopau i ka hōʻoia a me ka lawe ʻana.

Hoʻopaʻa inoa ʻia nā kauoha 18.7 biliona yuan ma 2021, paʻa ke kūlana alakaʻi o nā mea hana lithium

Hōʻike ʻia ka hōʻike kālā naʻauao Pilot i ka makahiki 2021, ua loaʻa i ka hui ka loaʻa kālā o 10.37 biliona yuan, ʻoi aku ka loaʻa kālā ma mua o 10 biliona yuan no ka manawa mua, he piʻi o 71.32%;loaʻa kālā o 1.58 biliona yuan, he piʻi o 106.47%.Ma waena o lākou, loaʻa ka loaʻa kālā o ka pāʻoihana lithium battery i ka huina kālā he 69.30 pakeneka.

He mea pono e hoʻomaopopo i ka 2021, e pōmaikaʻi ana i ka boom kiʻekiʻe o nā kaʻa ikehu hou, e hoʻokele ana i ka "pahū" wikiwiki o ka koi ʻana i nā lako lithium.Pilot nā lako lithium naʻauao ma mua a ma hope o ke komo ʻana o nā huahana channel i ke poʻo poʻo honua, ʻōnaehana lako kaʻa kaʻa, 2021 pilot naʻauao kauoha hou i loaʻa i ka 18.7 biliona yuan (koe ʻole ka ʻauhau), kahi moʻolelo kiʻekiʻe.

Mai ka hale kūʻai aku, ua komo ka hui i ke kaulahao lako o nā hui pākahi lithium laina mua a me nā hui kaʻa e like me Ningde Times, Northvolt, LG New Energy, SK On, Panasonic Battery, Vonergy Technology, Tesla, BMW, Volkswagen, Toyota. , etc..

Inā ma ke ʻano o ka loaʻa kālā, ka loaʻa kālā, ka nui o ke kauoha ma ka lima, a i ʻole ka hoʻolālā ʻana o ka mea kūʻai aku, ʻoi aku ka paʻa o ke kūlana alakaʻi o Pioneer Intelligence i ka honua lako pākaukau lithium.

Hoʻolālā ʻoi aku ka maʻemaʻe, kūpaʻa i ke kūkulu ʻana i kahi hui paepae o nā lako kūlana kiʻekiʻe

ʻO ka ulu mau ʻana o ka hana holoʻokoʻa o Pioneer Intelligence e pili ana i ka ulu kiʻekiʻe o nā kaʻa ikehu hou a me nā ʻoihana pākaukau lithium ma kekahi ʻaoʻao, a me ka paʻa a me ka maopopo o ka hoʻolālā hoʻomohala ʻana o ka hui ma kekahi.

Ma ke kahua o ka lithium, hoʻopaʻa paʻa ka ʻoihana i ka hoʻolālā laina holoʻokoʻa, ka hoʻomohala ʻana i ka platform synergistic multi-plate, hoʻonoho iā ia iho ma ke ʻano he mea hoʻonā lithium holoʻokoʻa holoʻokoʻa, hopu i ka wā e hiki mai ana o ka hoʻomohala ʻana o ka lithium, ka hoʻohana ʻana i kāna kahua ponoʻī, ʻenehana, nā pono hoʻohui. , e kōkua i nā ʻoihana pākaukau o nā ʻāina ʻē e hoʻokō i ka pae wikiwiki a hoʻokuʻu.

He mea pono ke hoʻomaopopo ʻia, ma waho aʻe o nā lako hana naʻauao lithium, ua waiho pū ka ʻoihana i nā makahiki i hala iho nei i ka ʻōʻō ʻana i ka ʻoihana photovoltaic naʻauao ʻoihana, nā lako akamai 3C, nā ʻōnaehana logistic akamai, ka laina hana naʻauao automotive, nā mea hana hydrogen, nā mea hana pono laser. a me nā ʻoihana hou ʻē aʻe, ma hope o kekahi mau makahiki o ka hoʻomohala ʻana, aia ka ʻoihana hou ma luna o ka ʻoihana alakaʻi i ka pae, kahi e hana ai i ka hoʻomohala ʻana o ka pilote naʻauao "platform-type" ʻO nā hiʻohiʻona o ka ʻoihana e lilo a ʻoi aku ka ʻike.

No ka mea, e oki i loko o ke kahua o ka uila holo laina, i ka mea, hoʻokele naʻauao i loko o kona hōʻike makahiki hoʻi i hōʻike 'ia, "i ke kaʻina hana o ka hou ikehu kaʻa hana, pākahiko module / PACK hana laina, uila holo laina, etc. ʻO ke kaulahao ʻoihana ikehu hou, ʻo ka hui automotive hui kiʻekiʻe kiʻekiʻe naʻauao e like me ka naʻauao hana automotive, ʻoi aku ka kiʻekiʻe o ka automation a me ka hōʻemi ʻana i ke kumukūʻai a me ka pono o ka manawa, e lawe ka ʻoihana i kēia ma ke ʻano he wahi komo. wahi komo e hoʻopaʻa ikaika i ka makemake o ka mākeke ma nā kahua pili kaʻa."

ʻO ke alakaʻi "hoʻomaka hou", ʻoki ikaika i ke kahua o ka uila uila

Hōʻike ka ʻikepili i ka makahiki 2021, ua hōʻea ka mākeke Kina i ka 3.43 miliona mau ʻāpana o nā mīkini hoʻokele ikaika hou i hoʻokomo ʻia, i hoʻohālikelike ʻia me 1.41 miliona mau ʻāpana i 2020, he piʻi o 143.3%, aia ka nui o ka mākeke i kahi ulu ulu wikiwiki.I kēia manawa me ka kaulana o nā kaʻa uila, ʻo ka ʻōnaehana uila kaʻa kaʻa e kokoke ana e hoʻolauna i ka pahū o ka noi mākeke, e like me ka helu, 2025-2030 ʻo Kina ke kūʻai aku kaʻa kaʻa hou i ka 8.1 a 16.6 miliona mau ʻāpana, ka nui o ka mākeke uila uila. e hōʻea i 86.6 biliona a 157.2 biliona yuan.

ʻO ka ʻōnaehana uila kaʻa kaʻa, ka ʻenekini mana o nā kaʻa uila ikehu hou, e like me ka ʻenekini o nā mīkini wahie maʻamau, pili pono ka ʻōnaehana uila i ka hana a me ka pono holoʻokoʻa o nā kaʻa uila.I ka manawa like, ʻo nā kaʻa ʻenehana hou, ʻoi aku ka maikaʻi o nā kaʻa uila, ʻaʻole like me nā locomotives uila i hoʻohana ʻia e nā pantographs, akā ma o ka mana o ka pahu pākaukau ma luna o ka papa, pili pono ka pono o ka mīkini i ka laulā, no laila ke kiʻekiʻe loa ka pono o nā pono kaʻa.

Wahi a ka pila Kina, e hilinaʻi ana i ka module pākahi / PACK naʻauao hana laina, automotive hou naʻauao lako a me nā ʻoihana alakaʻi maikaʻi ʻē aʻe, ua ʻoki ikaika ka naʻauao pilot i loko o ka ʻenehana hana uila uila hou, ma ka laina laina stator production line, rotor. laina hana, hui hui hui hoʻokele uila holoʻokoʻa a me ke kū hoʻāʻo EOL a me nā wahi ʻenehana nui ʻē aʻe e pili ana i ka noiʻi a me ka hoʻomohala ʻana, ke kahua paʻa, ka hoʻomaka ʻana o ka ʻōnaehana uila uila hou i nā hopena holoʻokoʻa.

Ke hilinaʻi nei i kāna alakaʻi alakaʻi a me ka ʻenehana hōʻiliʻili i ke kahua o nā mea hana lithium-ion, ʻimi ʻo Pioneer Intelligence i ka ʻoihana kiʻekiʻe kiʻekiʻe o ka ʻoihana kaʻa kaʻa kaʻa kaʻa i ke kaʻina hana o ka hoʻokele motors a hoʻomohala kūleʻa i ka hairpin ʻekolu-hanauna uea hana ʻenehana e hoʻokō i ke alakaʻi ʻenehana. ʻoiai ʻo Pioneer Intelligence e hui pū me nā poʻo OEM he nui ma ka home a ma waho ma o ka hoʻopaʻa ʻana i ka ʻenehana a me ka hui pū ʻana i ka noiʻi a me ka hoʻomohala ʻana e hoʻomaʻamaʻa i nā ʻōnaehana laina pae pae, hiki ke hāʻawi i nā mea kūʻai aku me Build a smart factory.

ʻO ka ʻimi ʻana i nā ʻenehana hou no ka ʻōnaehana hoʻokele uila e kōkua i ka hoʻololi ʻana a me ka hoʻomaikaʻi ʻana i ka ʻoihana kaʻa ikehu hou, kahi e hoʻoikaika hou ai i kona kūlana ma ke kahua o nā lako ikehu hou.

 


Ka manawa hoʻouna: Mei-18-2022