Muva nje, inkampani yocwaningo lwemakethe yaseNingizimu Korea i-SNE Research ikhiphe umbiko obikezela ukuthi amabhethri e-sodium ion aseShayina azofakwa ngokusemthethweni ekukhiqizeni ngobuningi ngo-2025, ikakhulukazi asetshenziswa emkhakheni wezimoto ezinamasondo amabili, izimoto ezincane zikagesi, kanye nokugcinwa kwamandla.Kulindeleke ukuthi ngo-2035, intengo yamabhethri e-sodium ion izoba ngu-11% kuya ku-24% ephansi kunaleyo yamabhethri e-lithium iron phosphate, futhi usayizi wemakethe uzofinyelela ku-$ 14.2 billion ngonyaka.
Idatha yombiko we-SNE
Kubikwa ukuthi amabhethri e-sodium ion enziwa ikakhulukazi nge-sodium njengempahla eluhlaza, ebonakala ngokuminyana kwamandla aphansi, ukuzinza okuphezulu kwe-electrochemical, kanye nokumelana okuhle nezinga lokushisa eliphansi.Ngokusekelwe kulezi zici ezingenhla, imboni ngokuvamile ikholelwa ukuthi amabhethri e-sodium kulindeleke ukuthi athathe indawo emkhakheni wezimoto zabagibeli zamandla amasha, ukugcinwa kwamandla, kanye nezimoto ezinamasondo amabili anesivinini esiphansi esikhathini esizayo, futhi abambisane namabhethri e-lithium ukuze aqhubeke nokusebenza. imboni entsha yamandla.
Ukuqalisa kabusha i-Jianghu kanye Nokuqhubeka Nokugqashula
Uma kukhulunywa ngamabhethri e-sodium ion, ukuqonda kwabantu abaningi ngawo isizukulwane esilandelayo sobuchwepheshe obusha bebhethri obungakwazi ukwengeza ngempumelelo amabhethri e-lithium.Nokho, uma ubheka emuva, ukuvela kwakho kokubili kucishe kube kanyekanye.
Ngo-1976, uMichael Stanley Whittingham, ubaba wamabhethri e-lithium, wathola ukuthi i-titanium disulfide (TiS2) ingashumeka futhi isuse i-lithium ion (Li+), futhi yenza amabhethri e-Li/TiS2.Indlela ehlehliswayo ye-sodium ion (Na+) ku-TiS2 nayo yatholwa.
Ngo-1980, usosayensi waseFrance uProfessor Armand uhlongoze umqondo we "Rocking Chair Battery".Ama-ion e-lithium afana nesihlalo esinyakazayo, iziphetho ezimbili zesihlalo esinyakazayo zisebenza njengezigxobo zebhethri, futhi ama-ion e-lithium ahamba aye emuva naphambili phakathi kwamaphethelo amabili esihlalo esinyakazayo.Isimiso samabhethri e-sodium ion siyefana nesamabhethri e-lithium-ion, aziwa nangokuthi amabhethri esihlalo esinyakazayo.
Nakuba kutholwe cishe ngasikhathi sinye, ngaphansi kwethrendi yokuthengisa, iziphetho zazo zombili zibonise izinkomba ezihluke ngokuphelele.Amabhethri e-Lithium ion aye ahola ekuxazululeni inkinga yezinto ezingezinhle ze-electrode ngokusebenzisa i-graphite, kancane kancane abe "inkosi yamabhethri".Kodwa-ke, amabhethri e-sodium ion angakwazanga ukuthola izinto ezifanelekile ze-electrode engalungile kancane kancane ahoxiswa ekubukeni komphakathi.
Ngo-2021, inkampani yebhethri yaseShayina i-CATL yamemezela ucwaningo nokukhiqizwa kwesizukulwane esisha samabhethri e-sodium ion, okwabangela elinye igagasi locwaningo nentuthuko ekukhiqizweni kwamabhethri e-sodium ion.Kamuva, ngo-2022, intengo ye-lithium carbonate, into eyinhloko eluhlaza yamabhethri e-lithium-ion, yakhuphuka yafinyelela ku-600000 yuan ngethani, okuletha ukuvuselelwa kwebhethri ye-sodium ion ebiza kakhulu.
Ngo-2023, imboni yebhethri ye-sodium ion yaseChina izothuthuka ngokushesha.Kusukela ezibalweni ezingaphelele zamaphrojekthi ku-Battery Network, kungabonakala ukuthi ngo-2023, amaphrojekthi ebhethri ye-sodium afana neLake Sodium Energy Sodium Ion Battery kanye ne-System Project, i-Zhongna Energy Guangde Xunna Sodium Ion Battery Manufacturing Base Project, i-Dongchi New Energy Production Annual Production 20GWh Iphrojekthi Yebhethri Ye-Sodium Ion Entsha, kanye ne-Qingna New Energy 10GWh Sodium Ion Battery Project izoqala ukwakhiwa ngamanani amakhulu, ngamanani okutshalwa kwezimali ikakhulukazi ezigidini/amashumi ezigidigidi.Amabhethri e-sodium kancane kancane abe omunye umzila wokutshala imali omkhulu embonini yebhethri.
Ngokombono wamaphrojekthi wokukhiqiza ibhethri le-sodium ngo-2023, kusenemigqa yokuhlola eminingi namaphrojekthi wokuhlola.Njengoba amaphrojekthi amaningi webhethri ye-sodium akhiwa kancane kancane futhi asetshenziswe, ukusetshenziswa kwemikhiqizo yebhethri ye-sodium nakho kuzosheshisa.Nakuba kusenezingqinamba ekusebenzeni okuphelele kwamabhethri e-sodium okudingeka anqotshwe, amabhizinisi ochungechungeni lwemboni yebhethri ye-lithium, okuhlanganisa nokuqalisa okusha, asevele ebekiwe kule threkhi.Ngokuzayo, amabhethri e-sodium azophinde anike amandla imboni yamandla entsha kanye namabhethri e-lithium.
Ngaphezu kwalokho, ukutshalwa kwezimali kanye nokuxhaswa ngezimali emkhakheni wamabhethri e-sodium nakho kuyashisa.Ngokwezibalo ezingaphelele ezivela ku-Battery Network, kusukela ngoDisemba 31, 2023, izinkampani ezingu-25 embonini yebhethri ye-sodium zenze imijikelezo engu-82 yokuxhasa ngemali.
Kuyaphawuleka ukuthi njengoba singena ku-2023, amanani e-lithium aphinde abhekane nokwehla kwe-roller coaster, futhi ukuthi indawo yokuthuthukiswa kwesikhathi esizayo yamandla e-sodium izocindezelwa yini isiphinde yaba ukukhathazeka okusha embonini.UDuofuduo ushilo ngaphambilini ephendula imibuzo yabatshalizimali, "Ngisho noma intengo ye-lithium carbonate yehla ibe ngu-100000 yuan/ton, ugesi wesodium usazoqhudelana."
Ngesikhathi sokushintshisana kwakamuva neBattery Network, u-Li Xin, onguSihlalo we-Huzhou Guosheng New Energy Technology Co., Ltd., uphinde wahlaziya ukuthi njengoba amabhizinisi ezinto zamabhethri asekhaya angena esigabeni sokukhiqiza ngobuningi ngo-2024, ukwehla kwezindleko zokukhiqiza kuzophinde kwehlise intengo. amanani ezinto ezinhle ze-electrode, izinto ezingezinhle ze-electrode, nama-electrolyte amabhethri e-sodium.Ngokuhambisana nokuvuthwa kancane kancane kobuchwepheshe bokukhiqiza ibhethri le-sodium, inzuzo yentengo yamabhethri e-sodium uma kuqhathaniswa namabhethri e-lithium ezindlekweni zokukhiqiza izobonakala.Lapho amandla okukhiqiza amabhethri e-sodium efinyelela ezingeni le-gigawatt, izindleko zabo ze-BOM zizoncishiswa zibe phakathi kuka-0.35 yuan/Wh.
I-SNE iveze ukuthi iChina isiqalile ukwethula izimoto ezimbili ezinamasondo nezikagesi ezisebenzisa amabhethri e-sodium ion.I-Yadi, inkampani ehamba phambili yaseShayina yezithuthuthu zikagesi, kanye ne-Huayu Energy basungule inkampani entsha ezokwethula imodeli yesithuthuthu sikagesi “I-Extreme Sodium S9″ ekupheleni kuka-2023;NgoJanuwari 2024, uhlobo lwemoto kagesi yaseShayina i-Jianghuai Automobile yaqala ukuthengisa izimoto zikagesi ze-Huaxianzi zisebenzisa amabhethri e-ion ion ayi-cylindrical sodium i-Zhongke Haina 32140.I-SNE ibikezela ukuthi ngo-2035, umthamo wonyaka wokukhiqiza wamabhethri e-sodium ion ahlelwe amabhizinisi aseShayina kulindeleke ukuthi afinyelele ku-464GWh.
Ukufika okusheshisa ngamandla
I-Battery Network iqaphele ukuthi njengoba singena ku-2024, amandla emboni yebhethri ye-sodium ion yaseChina asakhishwa kakhulu:
Ngomhla zi-2 kuMasingana, u-Kaborn wasayina izivumelwano zokutshala izimali zokulingana nabatshalizimali abafana ne-Qingdao Mingheda Graphite New Materials Co., Ltd. kanye ne-Huzhou Niuyouguo Investment Partnership (Ubambiswano Olulinganiselwe), wathola ngempumelelo ukutshalwa kwezimali kwamasu kwamayuan ayizigidi ezingu-37.6.Lokhu kuxhaswa ngezimali kuzosiza inkampani ukusheshisa ukukhiqizwa okukhulu kwamathani ayi-10000 wezinto ezisetshenziswayo ze-sodium negative electrode.
Ekuseni kwangomhla zizi-4 kuMasingana, iphrojekthi yebhethri ye-sodium ion ye-BYD (Xuzhou) yaqala ukwakhiwa ngokutshalwa kwezimali okuphelele kwama-yuan ayizigidi eziyizinkulungwane eziyi-10.Le phrojekthi ikakhulukazi ikhiqiza amaseli ebhethri ye-sodium ion kanye nemikhiqizo ehambisanayo esekelayo efana ne-PACK, enamandla okukhiqiza onyaka ahleliwe angu-30GWh.
NgoJanuwari 12, i-Tongxing Environmental Protection yamemezela ukuthi ukubamba iqhaza kwenkampani ekusungulweni kwebhizinisi elihlanganyelwe kusanda kuphothula izinqubo ezifanele zokubhaliswa kwezimboni nezentengiselwano futhi kwathola ilayisense yebhizinisi.Inkampani ehlanganyelwe ikakhulukazi yenza ukuthuthukiswa kwezobuchwepheshe, ukuhlalisa izimboni, kanye nokugqugquzela ukuhweba kwezinto zokwenziwa kwama-electrode amabhethri e-sodium ion.Ngaphezu kwalokho, ukuguqulwa nokusetshenziswa kwezinto ezibalulekile zamabhethri e-sodium ion njengama-electrode angalungile nama-electrolyte azocwaningwa ngesikhathi futhi athuthukiswe ngokuya ngezidingo zokuthuthukiswa kwenkampani.
NgoJanuwari 15, i-Qingna Technology yasayina isivumelwano sokusebenzisana samasu ne-Lima Group.I-Lima Group izothenga amabhethri e-sodium ion akhiqizwe yi-Qingna Technology ukuze kukhiqizwe izimoto zayo eziphelele njengamasondo amabili namasondo amathathu, ezinomthamo wokuthenga ohlosiwe wonyaka ongu-0.5GWh.Kuyafaneleka ukubalula ukuthi ekupheleni kuka-2023, i-Qingna Technology yayisanda kuthola i-oda lamasethi angu-5000 wamaphakethe ebhethri e-sodium ion evela ku-Forklift Division ye-Jinpeng Group.I-Qingna Technology ithe inkampani njengamanje inezivumelwano zokubambisana ezingaphezu kwama-24 GWh esandleni.
NgoJanuwari 22, kwabikwa ukuthi i-Nako Energy ne-Pangu New Energy basanda kusayina isivumelwano sokubambisana esinamasu.Lezi zinhlangothi zombili zizothembela ezinzuzweni zazo, ezigxile emakethe, ukwenza ukubambisana okujulile kwamasu ekuthuthukisweni nasekuthuthukisweni kwezimboni zamabhethri e-sodium ion nezinto ezibalulekile, futhi zinikeze isiqondiso esicacile esiqondiswe ekuhlinzekeni nasekuthengisweni kwepulani elingekho ngaphansi kwe amathani angu-3000 eminyakeni emithathu ezayo.
Ngomhla zingama-24 kuMasingana, i-Zhongxin Fluorine Materials yakhipha uhlelo lokubeka oluyimfihlo, ihlongoza ukuqongelela ama-yuan angeqi kwezigidi ezingama-636 kumaphrojekthi amathathu amakhulu kanye nokwengeza imali yokusebenza.Phakathi kwazo, i-Zhongxin Gaobao New Electrolyte Material Construction Project ihlela ukucebisa ulayini womkhiqizo we-Gaobao Technology engaphansi, ithuthukise ukwakheka komkhiqizo, futhi yengeze amaphrojekthi ngokukhiqizwa konyaka kwamathani ayi-6000 e-sodium fluoride kanye namathani ayi-10000 e-sodium hexafluorophosphate.
Ngomhla zingama-24 kuMasingana, iLuyuan Energy Materials, inkampani ephethwe ngokuphelele ye-Kaiyuan Education, okuyinkampani esohlwini lwemfundo yemisebenzi, yasayina isivumelwano sokubambisana noHulumeni Wabantu Wase-Huimin County, Idolobha lase-Binzhou, esifundazweni saseShandong ukuze kwakhiwe izinga elikhulu le-gw. iphrojekthi yokugcina amandla kanye namaseli ebhethri e-sodium ion.Ukubambisana okuzuzisayo phakathi kwezinhlangothi zombili ekwakhiweni kwamaphrojekthi ebhethri ye-sodium ion ngaphakathi kwesifunda sase-Huimin;Iphrojekthi yesiteshi samandla esikhulu sokugcina amandla enesilinganiso esingu-1GW/2GWh.
Ngomhla zingama-28 kuMasingana, umkhiqizo wokuqala omkhulu, onamandla amakhulu wokuminyana kwebhethri ye-sodium ion we-Nikolai Technology Industry Research Institute e-Tongnan High tech Zone, kwethulwa.Leli bhethri lisekelwe ezintweni ezisebenza kahle nezingezinhle zama-electrode ezithuthukiswe ngokuzimela yi-Nikolai Technology Industry Research Institute, kuhlanganiswe nobuchwepheshe obuthuthukisiwe obufana nokuguqulwa kwe-nano kwendawo ye-electrode engalungile, ifomula ye-electrolyte enezinga eliphansi lokushisa, kanye nokuqiniswa kwe-electrolyte e-in-situ.Ukuminyana kwamandla ebhethri kufinyelela ku-160-180Wh/kg, okulingana namabhethri e-lithium iron phosphate.
Emcimbini wokusayina kanye nesithangami sabezindaba esibanjwe ntambama zingama-28 kuJanuwari, i-Nikolai Technology Industry Research Institute yasayina izivumelwano zokubambisana kwephrojekthi ne-Gaole New Energy Technology (Zhejiang) Co., Ltd. kanye neYunivesithi yaseYanshan ukuze kwenziwe ngokubambisana ucwaningo nokuthuthukiswa kwe-nano. amabhethri e-sodium ion aqinile futhi akhuthaze ukuguqulwa kwezimpumelelo zesayensi nezobuchwepheshe.
Ntambama yangomhla zingama-28 kuJanuwari, i-Huzhou Super Sodium New Energy Technology Co., Ltd. isayine inkontileka noMianzhu, eSichuan ngephrojekthi yezimboni yezinto ezibalulekile zokugcina amandla amakhulu amabhethri e-sodium ion.Isamba sokutshalwa kwezimali kwephrojekthi ngama-yuan ayizigidi eziyizinkulungwane ezingu-3, futhi isisekelo sokukhiqiza se-cathode yebhethri ye-sodium engamathani angu-80000 izokwakhiwa eMianzhu.
Isikhathi sokuthumela: Mar-25-2024