Volkswagen je odlučio povećati broj litij-željezo-fosfatnog diva. Zar ternarni litij nije mirisan?
(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.
Podrazumijeva se da je Guoxuan Hi-izdao 384 milijuna dionica po cijeni od 19,01 juana po dionici, prikupivši ukupno oko 7,303 milijarde juana za novu Guoxuan bateriju s godišnjom proizvodnjom od 16 GWh visoke specifične energije litija{{ 7}}Projekti industrijalizacije ionskih baterija, novi projekt Guoxuan Materials s godišnjom proizvodnjom od 30,000 tona visoko-nikl ternarnih katodnih materijala i dodatnim obrtnim kapitalom.
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."
Slučajno, Tesla je u listopadu ove godine na konferenciji za ulagače u trećem{0}}mjesečju rekao da će standardna verzija baterije modela 3 i modela Y biti prebačena na litij-željezo-fosfatne baterije diljem svijeta kako bi se spriječila cijena sirovina kao što su nikla i kobalta. Rastući troškovi. Osim toga, BYD je također rekao da će novi automobili na tržištu u budućnosti biti u potpunosti opremljeni litij-željezo-fosfatnim baterijama, a Xiaopeng Motors je također lansirao litij-željezo-fosfatnu verziju.
Od ternarnih litij{0}}ionskih baterija do litij-željezo-fosfatnih baterija, čini se da se put baterija električnih vozila naglo promijenio preko noći. Rane automobilske tvrtke odlučile su instalirati ternarne litij{1}}ionske baterije visoke gustoće energije i visoke cijene. Međutim, trenutno područje električnih vozila U fazi brzog širenja, cijena je postala ključ za povećanje tržišnog udjela za automobilske tvrtke. Osim viših{2}}modela, gotovo svi najprodavaniji domaći-modeli A00-klase opremljeni su litij-željezno-fosfatnim baterijama.
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.
Razlika u izlazu između njih dvojice je još veća. U studenom je proizvodnja ternarnih baterija u mojoj zemlji iznosila 10.4GWh, što čini 36,8 posto ukupne proizvodnje, što je povećanje od 42,6 posto godišnje-u odnosu na-godinu; proizvodnja litij-željezo-fosfatnih baterija bila je 17,8 GWh, što čini 63.0 posto ukupne proizvodnje, povećanje od 229,2 posto godišnje-u odnosu na-godinu i mjesec{{16 }}na-mjesečno povećanje od 12,0 posto .
