Ke alakaʻi ʻia nei e ka pilikia o ka ikehu ʻEulopa a me ke kulekele kūloko o ka hoʻokaʻawale ʻana a me ka mālama ʻana, ua wela ka ʻoihana mālama ikehu mai ka makahiki 2022, a ua lilo i mea kaulana loa i kēia makahiki, e lilo ana i "star track."Ke alo nei i kēia ʻano, nui ka nui o nā ʻoihana a me ke kapikala maoli e holo wikiwiki e komo, e hoʻāʻo ana e hopu i ka manawa i ka wā ulu wikiwiki o ka ʻoihana.
Eia naʻe, ʻaʻole maikaʻi ka hoʻomohala ʻana o ka ʻoihana mālama ikehu e like me ka mea i manaʻo ʻia.ʻElua wale nō makahiki i hala mai ka "hoʻomehana ʻana i ka ʻoihana" a hiki i ka "pae hakakā", a ua hiki mai ka huli ʻana o ka ʻoihana i ka ʻōpō o ka maka.
ʻIke ʻia ua hala ka pōʻaiapuni o ka ulu ʻana o ka ʻoihana mālama ikehu, ʻaʻole hiki ke hoʻololi hou ʻia ka nui, a ke ulu nei ka hoʻokūkū o ka mākeke i nā hui me ka ʻenehana nāwaliwali, ka manawa hoʻokumu pōkole, a me ka ʻoihana liʻiliʻi.
I ka wikiwiki, ʻo wai ke kuleana no ka palekana o ka mālama ʻana i ka ikehu?
Ma ke ʻano he kākoʻo koʻikoʻi no ke kūkulu ʻana i kahi ʻōnaehana mana hou, he kuleana koʻikoʻi ka mālama ʻana i ka ikehu i ka mālama ʻana i ka ikehu a me ke kaupaona ʻana, ka hoʻouna ʻana i ka grid, ka hoʻohana ʻana i ka ikehu hou a me nā māla ʻē aʻe.No laila, pili pono ka kaulana o ka track storage energy i ka noi mākeke i alakaʻi ʻia e nā kulekele.Mea nui loa.
Ma muli o ka pōkole o ka mākeke holoʻokoʻa, i nā makahiki i hala iho nei, ua hoʻokumu ʻia nā hui pākahi me CATL, BYD, Yiwei Lithium Energy, a me nā mea ʻē aʻe, a me nā pūʻali mālama ikehu hou e like me Haichen Energy Storage a me Chuneng New Energy ua hoʻomaka e nānā i ka ikehu. nā pākaukau mālama.ʻO ka hoʻonui nui ʻana o ka hana ua hoʻonui i ka hoihoi o ka hoʻopukapuka ʻana i ka māla mālama ikehu.Eia nō naʻe, ʻoiai ua hoʻopau maoli nā ʻoihana pākaukau koʻikoʻi i kā lākou papa hana mana hana nui i ka makahiki 2021-2022, mai ka manaʻo o nā ʻoihana hoʻopukapuka holoʻokoʻa, ʻo nā ʻoihana nui e hoʻopukapuka nei i ka hoʻonui ʻana i kēia makahiki ka hapa nui o nā ʻoihana pālua a me ke kolu. ʻaʻole i hoʻokō ʻia ka hoʻolālā mana hana, a me nā mea komo hou.
mālama ikehu, ikehu hou, pākaukau lithium
Me ka hoʻomohala wikiwiki ʻana o ka ʻoihana mālama ʻana i ka ikehu, ke lilo nei nā ʻenekini mālama i ka "pono e hoʻokūkū" no nā ʻoihana like ʻole.Wahi a ka ʻikepili mai ka "White Paper on the Development of China's Energy Storage Battery Industry (2023)" i hoʻokuʻu pū ʻia e nā keʻena noiʻi EVTank, Ivey Economic Research Institute a me China Battery Industry Research Institute, i ka hapa mua o 2023, ka pākaukau mālama ikehu honua. Ua hiki aku nā moku i 110.2GWh, he 73.4% ka nui o ka makahiki ma ka makahiki, a he 101.4GWh ka nui o ka hoʻouna ʻana i ka ikehu o Kina, he 92% o ka hoʻouna ʻana i ka ikehu honua.
Me nā manaʻo nui a me nā pōmaikaʻi he nui o ke ala mālama ʻana i ka ikehu, ke kahe mai nei nā mea pāʻani hou a nui aʻe ka nui o nā mea pāʻani hou.Wahi a Qichacha data, ma mua o 2022, ʻaʻole i ʻoi aku ka nui o nā hui i hoʻokumu ʻia i ka ʻoihana mālama ikehu ma mua o 10,000.Ma 2022, hiki i ka 38,000 ka nui o nā hui hou i hoʻokumu ʻia, a ʻoi aku ka nui o nā hui hou i hoʻokumu ʻia i kēia makahiki, a ʻike ʻia ka kaulana.He wahi.
Ma muli o kēia, e kū'ē i ke kāʻei o ka hoʻokomo ʻana o nā ʻoihana mālama ʻana i ka ikehu a me ka hoʻokele waiwai nui, e ninini ana nā kumuwaiwai ʻoihana i ke ala pākaukau, a ua ʻike nui ʻia ke ʻano o ka overcapacity.He mea pono e hoʻomaopopo he nui nā mea hahai ma waena o nā papahana hoʻopukapuka hou, e ʻōlelo ana he ʻoi aku ka nui o kēlā me kēia ʻoihana ma mua o kekahi.Ke hoʻohuli ʻia ka pilina hoʻolako a me ke koi, e hana hou ʻia ka nui?
Ua ʻōlelo ka poʻe i loko o ka ʻoihana ʻo ke kumu nui o kēia pōʻaiapuni o ka hoʻonohonoho hoʻonohonoho ʻana i ka ikehu, ʻo ia ka kiʻekiʻe o ka manaʻo o ka mākeke e hiki mai ana no ka mālama ʻana i ka ikehu.ʻO ka hopena, ua koho kekahi mau ʻoihana e hoʻopukapuka kālā i ka hoʻonui ʻana i ka hiki a me ka hoʻomohala ʻana i nā palena palena ma hope o ka ʻike ʻana i ke kuleana o ka mālama ʻana i ka ikehu i nā pahu kalapona ʻelua.Ua komo ka ʻoihana i ka ʻoihana, a ʻo ka poʻe pili ʻole ke hana nei i ka ʻoihana mālama ikehu.ʻO ka hana maikaʻi a ʻaʻole paha e hana mua ʻia.ʻO ka hopena, ua piha ka ʻoihana i nā haunaele a ʻike ʻia nā pōʻino palekana.
Ua ʻike ʻo Battery Network i kēia manawa, ua puhi hou ʻia ka papahana mālama ikehu a Tesla ma Australia ma hope o ʻelua mau makahiki.Wahi a ka nūhou, ua puhi ʻia kekahi o nā pahu pākahi nui he 40 ma ka pāhana pākaukau ʻo Bouldercombe ma Rockhampton.Ma lalo o ka mākaʻikaʻi o nā mea kuni ahi, ua ʻae ʻia nā ʻeke pākahi e ʻā.Ua hoʻomaopopo ʻia ma ka hopena o Iulai 2021, ua loaʻa pū kekahi papahana mālama ikehu ma Australia e hoʻohana ana i ka ʻōnaehana Megapack Tesla, a ua mau ke ahi no kekahi mau lā ma mua o ka pio ʻana.
Ma waho aʻe o ke ahi ma nā hale mana mālama ikehu nui, ua hana pinepine ʻia nā pōʻino mālama mālama hale i nā makahiki i hala.ʻO ka holoʻokoʻa, ʻo ke alapine o nā ulia mālama ʻana i ka ikehu ma ka home a me nā ʻāina ʻē aʻe ma kahi kūlana kiʻekiʻe.ʻO nā kumu o nā pōʻino ke kumu nui ʻia e nā pihi, ʻoi aku ka nui o ka wā e hoʻohana ʻia ai.Nā ʻōnaehana mālama ikehu i nā makahiki ma hope.Eia kekahi, ʻo kekahi o nā pākahi i hoʻohana ʻia i nā papahana mālama ikehu i loaʻa i nā pōʻino i nā makahiki i hala iho nei e hele mai ana mai ke alakaʻi ʻana i nā ʻoihana pākaukau.Hiki ke ʻike ʻia ʻo nā ʻoihana alakaʻi me ka ʻike hohonu ʻaʻole hiki ke hōʻoiaʻiʻo ʻaʻole e loaʻa nā pilikia, koe wale kekahi mau hui hou e komo i ka mākeke.
ʻO Wu Kai, ka mea ʻepekema nui o CATL
Puna kiʻi: CATL
I kēia mau lā, ua ʻōlelo ʻo Wu Kai, ka ʻepekema poʻokela o CATL, ma kahi haʻiʻōlelo ma waho, "Ke ulu wikiwiki nei ka ʻoihana mālama ikehu hou a ke lilo nei i pole ulu hou.I kēia mau makahiki i hala iho nei, ʻaʻole wale ka poʻe e hana i nā ʻeke uila a me nā ʻeke kaʻa kaʻa i hoʻomaka i ka hana ʻana i nā ʻoihana mālama ikehu, akā, ua hoʻomaka pū nā ʻoihana ʻē aʻe e like me ka waiwai paʻa e hana i nā ʻoihana mālama ikehu., nā mea hana hale, nā lole, nā meaʻai, a me nā mea ʻē aʻe, ʻo ia ka mālama ʻana i ka ikehu ma waena o nā palena.He mea maikaʻi ia no ka ulu ʻana o ka ʻoihana, akā pono mākou e ʻike i nā pilikia o ka holo wikiwiki ʻana i luna. "
Ma muli o ke komo ʻana o nā mea pāʻani ma waena o nā palena, ʻo kekahi mau ʻoihana i nele i ka ʻenehana kumu a me ka hana ʻana i nā huahana ma nā kumukūʻai haʻahaʻa e hoʻohua ai i ka mālama ʻana i ka ikehu haʻahaʻa a ʻaʻole hiki ke hana ma hope o ka mālama ʻana.Ke loaʻa kahi pōʻino koʻikoʻi, hiki ke hoʻopilikia ʻia ka ʻoihana mālama ikehu holoʻokoʻa.Ua lohi nui ka ulu ʻana o ka ʻoihana.
Ma ka manaʻo o Wu Kai, ʻaʻole hiki ke hoʻokumu ʻia ka hoʻomohala ʻana o ka mālama ʻana i ka ikehu hou ma luna o ka loaʻa ʻana o ka manawa akā he hopena lōʻihi.
No ka laʻana, i kēia makahiki, nui nā hui i helu ʻia i "make" i kā lākou hoʻomohala ʻana i ka ikehu hoʻopaʻa ʻana i nā palena palena, me kekahi mau ʻoihana liʻiliʻi a me nā ʻoihana liʻiliʻi, ʻaʻole i maʻalahi ka manawa.Inā haʻalele mālie kēia mau hui mai ka mākeke a hoʻokomo maoli i nā huahana mālama ikehu, ʻo wai ka pilikia palekana?Hele mai e hai i ka oiaio?
ʻO ke kumukūʻai involution, pehea e mālama ai i ka ʻenehana ʻoihana?
Mai ka wā kahiko a hiki i kēia manawa, ʻo kekahi o nā hiʻohiʻona maʻamau o ka involution ʻoihana ʻo ia ka "kaua kumukūʻai".He ʻoiaʻiʻo kēia no ka ʻoihana ʻē aʻe, ʻoiai ke kūʻai aku, aia kahi mākeke.No laila, ua hoʻoikaika ʻia ke kaua kumukūʻai ma ka ʻoihana mālama ikehu mai kēia makahiki, me ka nui o nā hui e hoʻāʻo nei e hopu i nā kauoha a hiki i ka pohō, e kālele ana i nā kumu kūʻai haʻahaʻa.
Ua ʻike ʻo Battery Network mai ka makahiki i hala, ua hoʻomau ka hāʻule ʻana o nā kumukūʻai o nā ʻōnaehana mālama ikehu.Hōʻike nā hoʻolaha hoʻolaha lehulehu i ka hoʻomaka ʻana o 2022, ua hiki ke kumukūʻai kiʻekiʻe o nā ʻōnaehana mālama ikehu i 1.72 yuan/Wh, a hāʻule i kahi 1.5 yuan/Wh ma ka hopena o ka makahiki.Ma 2023, e hāʻule i kēlā me kēia mahina.
Ua hoʻomaopopo ʻia ʻo ka mākeke mālama ikehu kūloko e pili nui ana i ka hana ʻana o nā ʻoihana, no laila makemake kekahi mau ʻoihana e haʻi i kahi kumukūʻai kokoke i ke kumu kūʻai, a i ʻole ka haʻahaʻa ma mua o ke kumu kūʻai e hopu ai i nā kauoha, i ʻole e loaʻa iā lākou ka pōmaikaʻi ma ka kaʻina kūʻai hope.No ka laʻana, ma China Energy Construction's 2023 lithium iron phosphate battery energy storage system centralized procurement project, BYD i haʻi aku i nā kumukūʻai haʻahaʻa loa o 0.996 yuan/Wh a me 0.886 yuan/Wh ma nā ʻāpana 0.5C a me 0.25C.
Manaʻo kekahi poʻe loiloi ʻo ke kumu o ka hāʻawi ʻana i ke kumukūʻai haʻahaʻa loa ʻo ka manaʻo mua o BYD i ka ʻoihana mālama mālama ikehu ma waho.ʻO ke kumukūʻai haʻahaʻa haʻahaʻa kahi hōʻailona no BYD e komo i ka mākeke mālama ikehu kūloko.
Wahi a ka China National Securities Securities Research Report, ʻo ka nui o nā papahana hoʻopaʻa ʻana i ka ikehu pākahi lithium home i lanakila ma ʻOkakopa i kēia makahiki he 1,127MWh.ʻO nā papahana lanakila ka nui o ke kūʻai kikowaena a me nā papahana mālama mālama ikehu e nā hui ikehu nui, a aia kekahi helu liʻiliʻi o ka makani a me ka laha a me nā papahana mālama.Mai Ianuali a ʻOkakopa, ua hiki i ka 29.6GWh ka pālākiō o ka ʻōnaehana mālama ʻana i ka ikehu pahu lithium home.ʻO ke kumu kūʻai koho lanakila lanakila o 2-hola i ʻOkakopa he 0.87 yuan/Wh, ʻo ia ka 0.08 yuan/Wh haʻahaʻa ma mua o ke kumu kūʻai ma Sepatemaba.
He mea kūpono ke haʻi ʻia i kēia manawa, ua wehe ka State Power Investment Corporation i nā noi no ke kūʻai ʻana i ka e-commerce o nā ʻōnaehana mālama ikehu ma 2023. ʻO ka nui o ke kūʻai ʻana o ka bidding he 5.2GWh, me kahi 4.2GWh lithium iron phosphate energy storage system a me kahi. 1GWh kahe ʻana o ka ʻōnaehana mālama ikehu..Ma waena o lākou, ma waena o nā hua'ōlelo no ka'ōnaehana 0.5C, ua hiki ke kumu kūʻai haʻahaʻa i ka 0.644 yuan / Wh.
Eia kekahi, ua hāʻule hou ke kumukūʻai o nā pākaukau mālama ikehu.Wahi a ke kūlana kūʻai hou loa, ua hiki ke kumukūʻai kūʻai kikowaena o nā pūnaewele mālama ikehu i ka laulā o 0.3-0.5 yuan/Wh.ʻO ke ʻano e like me Dai Deming, ka luna o Chuneng New Energy, i ʻōlelo mua ʻia Ua ʻōlelo ʻia e hiki i ka hopena o kēia makahiki, e kūʻai ʻia nā pākaukau mālama ikehu ma ke kumu kūʻai ʻaʻole ʻoi aku ma mua o 0,5 yuan / Wh.
Mai ka hiʻohiʻona o ke kaulahao ʻoihana, nui nā kumu no ke kaua kumukūʻai ma ka ʻoihana mālama ikehu.ʻO ka mea mua, ua hoʻonui nui nā hui alakaʻi i ka hana a ua hana nā mea pāʻani hou i nā lele nui, i huikau i ka ʻāina hoʻokūkū a hoʻokau i nā ʻoihana i ka mākeke ma nā kumukūʻai haʻahaʻa;ʻO ka lua, ʻenehana ʻO ka hoʻomohala mau ʻana e hāpai i ka hoʻemi ʻana i ke kumu kūʻai o nā pākaukau mālama ikehu;ʻO ke kolu, ke loli a hāʻule ke kumukūʻai o nā mea maka, a ʻo ka hōʻemi ʻana i ke kumukūʻai holoʻokoʻa o ka ʻoihana he hopena inevitable.
Eia kekahi, mai ka hapa ʻelua o kēia makahiki, ua hoʻomaka ka emi ʻana o nā kauoha mālama hale o waho, ʻoi aku hoʻi ma ʻEulopa.ʻO kahi hapa o ke kumu mai ka ʻoiaʻiʻo ua hāʻule ke kumukūʻai o ka ikehu holoʻokoʻa ma ʻEulopa i ka pae ma mua o ka hakakā ʻo Russia-Ukraine.I ka manawa like, ua hoʻokomo pū ke aupuni kūloko i nā kulekele e hoʻopaʻa i ka lako ikehu, no laila he mea maʻamau ka hoʻoluʻu o ka mālama ʻana i ka ikehu.Ma mua, ʻaʻohe wahi e hoʻokuʻu ʻia ai ka hoʻonui ʻia ʻana o nā ʻoihana mālama ikehu kūloko a me nā ʻāina ʻē, a hiki ke kūʻai ʻia ka backlog o ka waihona ma nā kumu kūʻai haʻahaʻa.
ʻO ka hopena o nā kaua kumukūʻai ma ka ʻoihana he moʻo: ma ke ʻano o ka hāʻule ʻana o nā kumukūʻai, ke hoʻomau nei ka hana o nā mea hoʻolako i luna i lalo o ke kaomi, hiki ke hoʻopili maʻalahi i nā hana a ka hui a me R&D;ʻoiai nā mea kūʻai i lalo e hoʻohālikelike i nā pono kumukūʻai a maʻalahi hoʻi e haʻalele i nā huahana.Nā pilikia hana a palekana paha.
ʻOiaʻiʻo, hiki i kēia pōʻai o ke kaua kumukūʻai ke lawe mai i kahi reshuffle nui i ka ʻoihana mālama ikehu, a hiki ke hoʻonui i ka Matthew Effect i ka ʻoihana.Ma hope o nā mea a pau, ʻaʻohe mea o ka ʻoihana, ʻoi aku ka maikaʻi o ka ʻenehana, ka ikaika kālā, a me ka nui o ka hana o nā ʻoihana alakaʻi ma mua o ka hiki i nā ʻoihana liʻiliʻi a me nā ʻoihana liʻiliʻi ke hoʻomau i ka hoʻokūkū.ʻO ka lōʻihi o ke kaua kumukūʻai, ʻoi aku ka maikaʻi o ia no nā ʻoihana nui, a ʻoi aku ka liʻiliʻi o ka ikehu a me ka ikaika e loaʻa i nā ʻoihana ʻelua a me ke kolu.Hoʻohana ʻia nā kālā no ka hoʻomaikaʻi ʻana i ka ʻenehana, ka hoʻololi ʻana o nā huahana, a me ka hoʻonui ʻana i ka hiki ke hoʻonui ʻia, e ʻoi aku ka nui o ka mākeke.
Ke kahe mai nei nā mea pāʻani mai nā ʻano āpau o ke ola, e hāʻule mau ana nā kumukūʻai huahana, ʻaʻole kūpono ka ʻōnaehana mālama mālama ikehu, a aia nā pilikia palekana ʻaʻole hiki ke mālama ʻia.ʻO ke komo ʻana o ka ʻoihana mālama ikehu holoʻokoʻa i kēia manawa ua keakea maoli i ka hoʻomohala olakino o ka ʻoihana.
I ka wā o ka mālama ʻana i ka ikehu nui, pehea mākou e heluhelu ai i nā palapala ʻoihana?
ʻO ka hana ʻana o nā ʻoihana pākahi lithium i hoʻopaʻa ʻia i nā hapaha mua ʻekolu o 2023
Wahi a ka hana o A-share lithium battery i papa inoa ʻia (nā ʻoihana hana pākaukau waena wale nō, ʻaʻole i hui pū ʻia i nā ʻoihana o ka upstream material a me nā lako lako) i hoʻokaʻawale ʻia e Battery Network i nā hapaha mua ʻekolu o 2023, ʻo ka huina kālā o nā hui i helu ʻia he 31. i loko o ka helu helu he 1.04 trillion yuan, me ka huina kālā he 71.966 biliona yuan, a he 12 mau hui i loaʻa i ka loaʻa kālā a me ka ulu waiwai.
ʻO ka mea hiki ʻole ke nānā ʻole ʻia ʻo ia ma waena o nā hui pākahi lithium i hoʻopaʻa ʻia i loko o nā helu helu, ʻo 17 wale nō ka mea i loaʻa i ka ulu ʻana o ka loaʻa kālā maikaʻi i kēlā me kēia makahiki ma nā hapaha mua ʻekolu, e helu ana ma kahi o 54.84%;ʻO BYD ka piʻi kiʻekiʻe o ka ulu ʻana, hiki i 57.75%.
Ma ke ʻano holoʻokoʻa, ʻoiai ke hoʻomau nei ka koi ʻana i nā pihi mana a me nā pihi mālama mālama ikehu mai ka hoʻomaka ʻana o kēia makahiki, ua lohi ka ulu.Eia nō naʻe, ma muli o ka hoʻomau ʻana o ka destocking i ka wā mua, ʻaʻole i ʻike ʻia ke koi no ka mea kūʻai aku a me nā pihi mana liʻiliʻi i ka hoʻōla nui.Hoʻopili ʻia nā ʻano ʻekolu i luna.Loaʻa nā pae like ʻole o ka hoʻokūkū kumu kūʻai haʻahaʻa i ka mākeke pākaukau, a me nā loli nui i nā kumukūʻai maka kumu a me nā kumu ʻē aʻe.ʻO ka hana holoʻokoʻa o nā hui pākahi lithium i helu ʻia ma lalo o ke kaomi.
ʻOiaʻiʻo, ke hoʻomaka nei ka ʻoihana mālama i ka ikehu i kahi pahū nui.ʻO ka mālama ʻana i ka ikehu electrochemical i hōʻike ʻia e nā pākahi lithium e noho i kahi kūlana nui i ka ʻoihana mālama ikehu.He hanana kēia.ʻO kekahi poʻe o ka ʻoihana i ʻōlelo ʻo ke kūlana o kēia manawa o ka ʻoihana mālama ikehu e like me ke kila, photovoltaics a me nā māla ʻē aʻe.ʻO nā kūlana ʻoihana maikaʻi i alakaʻi i ka overcapacity a ʻaʻole hiki ke pale ʻia nā kaua kumukūʻai.
ʻO ka uila mana, ka pākaukau mālama ikehu, ka pā lithium
Wahi a EVTank, ʻo ka noi honua no ka mana (hoʻopaʻa ʻana i ka ikehu) he 1,096.5GWh a me 2,614.6GWh i kēlā me kēia makahiki ma 2023 a me 2026, a e hāʻule ka nui o ka hoʻohana ʻana o ka ʻoihana holoʻokoʻa mai 46.0% i 2023 a i 38.8% i 2023. Ua ʻōlelo ʻo EVTank me ka hoʻonui wikiwiki ʻana o ka hiki ke hana i ka ʻoihana, ke hopohopo nei nā hōʻailona hoʻohana ʻana i ka mana holoʻokoʻa (pūnaewele ikehu).
I kēia mau lā, e pili ana i ka huli ʻana o ka ʻoihana pākaukau lithium, ua ʻōlelo ʻo Yiwei Lithium Energy ma ka ʻimi noiʻi a ka ʻoihana hoʻokipa e hoʻomaka ana mai ke kolu o ka hapaha o kēia makahiki, ua manaʻo ʻia e piʻi ka ʻoihana pākaukau lithium i kahi pae hoʻomohala ʻoi aku ka maikaʻi a me ka maikaʻi. hapaha ha.Ma ka ʻōlelo maʻamau, e hiki mai ana ka ʻokoʻa ʻoihana i kēia makahiki.E ʻoi aku ka maikaʻi o nā mea maikaʻi.ʻO nā ʻoihana ʻaʻole hiki ke loaʻa kālā ke kū i kahi kūlana paʻakikī.E emi mau ana ka waiwai o ka noho ʻana o nā ʻoihana hiki ʻole ke loaʻa ka waiwai.I kēia manawa, pono nā hui pākaukau e hoʻokō i ka hoʻomohala kiʻekiʻe a hoʻoikaika i ka ʻenehana, ka maikaʻi, ka pono, a me ka digitalization.He ala ola olakino kēia.
No nā kaua kumukūʻai, ʻaʻohe ʻoihana hiki ke pale aku.Inā hiki i kekahi hui ke ho'ēmi i nā kumukūʻai a hoʻonui i ka maikaʻi me kaʻole e kaumaha i ka maikaʻi o ka huahana, e hoʻoikaika maoli ia i ka uluʻana o kaʻoihana;akā, inā he disorderly hoʻokūkū, ia e kaumaha aku Product hana a me ka maikaʻi e hoʻokūkū no nā kauoha, akā, ʻaʻole ia e kū i ka hoʻāʻo o ka manawa.ʻO ka mea nui, ʻo ka mālama ʻana i ka ikehu ʻaʻole ia he huahana hoʻokahi a pono ka hana lōʻihi a me ka mālama ʻana.Hoʻopili ʻia i ka palekana a pili pono i ka inoa ʻoihana.
E pili ana i ka hoʻokūkū kumukūʻai ma ka mākeke mālama ikehu, manaʻo ʻo Yiwei Lithium Energy pono e kū ka hoʻokūkū kumukūʻai, akā aia wale nō ma waena o kekahi mau hui.ʻO nā ʻoihana e hōʻemi wale ana i nā kumukūʻai akā ʻaʻole hiki iā lākou ke hoʻomau i nā huahana a ʻaʻole hiki i nā ʻenehana ke lilo i waena o nā ʻoihana maikaʻi loa i ka wā lōʻihi.e hoʻokūkū ma ka mākeke.Ua pane pū aku ʻo CATL i kēia manawa aia kekahi hoʻokūkū haʻahaʻa haʻahaʻa i ka mākeke mālama mālama ikehu kūloko, a ke hilinaʻi nei ka ʻoihana i ka hana a me ka maikaʻi o kāna mau huahana e hoʻokūkū, ma mua o nā kumu kūʻai haʻahaʻa.
Hōʻike nā helu helu he nui nā panalāʻau a me nā kūlanakauhale a puni ka ʻāina i hoʻolaha kūleʻa i nā hoʻolālā hoʻomohala mālama mālama.Aia ka mākeke mālama ikehu kūloko i kahi manawa koʻikoʻi mai ka wā mua o ka noi a hiki i ka noi nui.Ma waena o lākou, aia kahi lumi nui no ka hoʻomohala ʻana i ka mālama ʻana i ka ikehu electrochemical, a i kekahi ʻano Ua hoʻoulu kēia i ka upstream a me lalo o ke kaulahao ʻoihana e hoʻolōʻihi i ka hoʻolālā o nā ʻoihana pili.Eia naʻe, i ka nānā ʻana mai nā hiʻohiʻona noi kūloko o kēia manawa, aia ka hapa nui o lākou i ke kahua o ka hoʻokaʻawale ʻana a me ka mālama ʻana, a ʻo ke kūlana o ka hoʻokaʻawale ʻana akā ʻaʻole hoʻohana a me ka haʻahaʻa haʻahaʻa o ka hoʻohana ʻana he mea maopopo.
Ma ka lā 22 o Nowemapa, i mea e hoʻohālikelike ai i ka hoʻokele ʻana i ka pilina o ka mālama ʻana i ka ikehu hou, e hoʻopaʻa i ka mīkini hana hoʻouna, e hāʻawi i ka pāʻani piha i ke kuleana o ka mālama ʻana i ka ikehu hou, a kākoʻo i ke kūkulu ʻana i nā ʻōnaehana ikehu hou a me nā ʻōnaehana mana hou, ka National Energy. Ua hoʻonohonoho ka Administration i ka hoʻolālā ʻana o ka "On Promoting New Energy Storage Notice on Grid Connection and Dispatch Operation (Draft for Comments)" a noi aku i nā manaʻo mai ka lehulehu.ʻO kēia ka hoʻoikaika ʻana i ka hoʻokele ʻana i nā papahana mālama ikehu hou, ka hāʻawi ʻana i nā lawelawe hoʻohui pūnaewele mālama ikehu hou, a me ka hoʻolaha ʻana i ka hoʻohana ʻana i ka mālama ʻana i ka ikehu hou ma ke ʻano o ka mākeke.
Ma nā mākeke ʻē aʻe, ʻoiai ua hoʻomaka nā kauoha mālama hale e hoʻomaha, ʻo ka hāʻule nui o ka noi i kumu ʻia e ka pilikia o ka ikehu he mea maʻamau.Ma ke ʻano o ka mālama ʻana i ka ikehu ʻenehana a me ka ʻoihana a me ka mālama nui ʻana, ke hoʻomau nei ka noi o ka mākeke ma waho.I kēia mau lā, ua hoʻolaha aku ʻo CATL a me Ruipu Lanjun , Haichen Energy Storage, Narada Power a me nā hui ʻē aʻe ua loaʻa iā lākou nā kauoha mālama mālama ikehu nui mai nā mākeke ʻē aʻe.
Wahi a kahi hōʻike noiʻi hou a China International Finance Securities, e lilo ana ka mālama ʻana i ka ikehu i ka waiwai ma nā wahi hou aʻe.I ka manawa like, ke hoʻomau nei ka hoʻonui ʻana i nā koi home a me nā ʻāpana no ka hāʻawi ʻana i ka ikehu hou a me ka mālama ʻana, ua hoʻonui ʻia ke kākoʻo kulekele o ʻEulopa no ka mālama nui ʻana, a ʻoi aku ka maikaʻi o nā pilina Sino-US., ua manaʻo ʻia e hoʻoikaika i ka hoʻomohala wikiwiki ʻana o ka mālama ʻana i ka nui a me ka mālama ʻana i ka ikehu ʻaoʻao o ka mea hoʻohana i ka makahiki aʻe.
Manaʻo ʻo Everview Lithium Energy e hoʻomaka ka ulu ʻana o ka ʻoihana mālama ikehu i ka makahiki 2024, no ka mea, ua hāʻule nā kumukūʻai pākaukau i ka pae o kēia manawa a loaʻa ka waiwai maikaʻi.Manaʻo ka noi no ka mālama ʻana i ka ikehu ma nā mākeke o waho e mālama i ka ulu kiʻekiʻe..
Ka manawa hoʻouna: Dec-21-2023