Amabhethri Esodium Aqhuba Ukuhlanganiswa Kwezimoto Njengoba i-Changan Automobile kanye ne-CATL Bangena Enkosini Enkulu Ye-Lithium-Sodium Synergy

NgoFebhuwari 5, iChongqing Changan Automobile Co., Ltd. (elaziwa ngokuthi "iChangan Automobile") ibambe ngokuhlanganyela umcimbi obizwa nge-"Changan Automobile Tianshu Intelligent New Safety Achievements Release and Sodium Battery Strategy Global Launch Event" neContemporary Amperex Technology Co., Limited (elaziwa ngokuthi "iCATL") eYakeshi. IChangan Automobile iveze ngokusemthethweni isu layo lomhlaba wonke lamabhethri e-sodium, futhi imoto yabagibeli yokuqala emhlabeni enikwa amandla ibhethri le-sodium eyenziwe ngobuningi yethulwa. Esikhathini esizayo, imikhiqizo eminingi ngaphansi kweChangan Automobile, okubalwa kuzo i-Avatr, iDeepal, iQiyuan, kanye neGravity, izofakwa amabhethri asekelwe ku-sodium evela kwaCATL.

Njengamanje, imoto yokuqala emhlabeni enikwa amandla ibhethri le-sodium ekhiqizwa ngobuningi yabagibeli isiqedile ukuhlolwa ebusika e-Yakeshi, lapho amabanga ayo, ukusebenza emazingeni okushisa aphansi, ukuphepha, nokusebenza kokukhipha amandla kuhlangabezana nezidingo zokusebenzisa.

Njengohlobo olusha lwebhethri, amabhethri e-sodium ayisengezo esibalulekile kumabhethri e-lithium. U-Zhang Xiaorong, uMongameli we-DeepTech Research Institute, utshele i-Securities Daily: "Ukwethulwa kwemoto yokuqala ekhiqizwa ngobuningi esebenzisa ibhethri le-sodium kubonisa impumelelo ezimotweni zikagesi ekunqobeni imikhawulo yesimo sezulu esibandayo kakhulu. Imboni yamandla amasha iyasebenzisana ukukhuthaza ukuhlukahluka kobuchwepheshe, okubaluleke kakhulu ekuthuthukiseni ukuzivumelanisa nezimo zezimoto zamandla amasha ezimweni zezulu zonke."

Kwatholakala emcimbini wokwethulwa ukuthi amamodeli e-Changan Automobile afakwe amabhethri asekelwe ku-sodium avela kwa-CATL abonise amandla okukhipha amandla aphindeke cishe izikhathi ezintathu kunamamodeli ajwayelekile e-lithium iron phosphate anomthamo ofanayo webhethri ngaphansi kwezimo ezingama -30°C. Ku -40°C, izinga lokugcinwa komthamo lidlule u-90%, futhi ngisho nasezingeni lokushisa elidlulele elingu -50°C, ukukhipha amandla okuzinzile kuye kwagcinwa.

Idatha yokuhlola ibonisa ukuthi amabhethri esodium akwa-CATL, ahlangene nobuchwepheshe bayo besizukulwane sesithathu bokuhlanganisa ubuchwepheshe be-CTP, angakwazi ukufinyelela ibanga elihlanzekile likagesi elingaphezu kuka-400 km, lapho amandla aphezulu kakhulu amabhethri eseli afinyelela ku-175 Wh/kg, okuyibeka ezingeni elihamba phambili embonini. I-CATL ikholelwa ukuthi ngokuthuthuka okusheshayo komkhiqizo wamabhethri esodium, ibanga elihlanzekile likagesi lingathuthukiswa libe ngama-500 km noma ngisho nama-600 km, kanti ibanga ezimotweni ezihlangene ezisebenzisa ugesi nezimotela zikagesi lingadlula ama-300 km noma ngisho nama-400 km, okumboza izidingo zamabanga ezingaphezu kuka-50% emakethe yezimoto ezintsha zamandla.

Kubalulekile ukusho ukuthi i-CATL yaqala ucwaningo nokuthuthukiswa kobuchwepheshe bebhethri le-sodium-ion kusukela ngo-2016, ngokutshalwa kwezimali okuhlanganisiwe okusondela ku-10 billion yuan ngo-2025. Amabhethri ayo e-sodium-ion abonisa nokusebenza kahle kwezokuphepha, adlula izivivinyo eziyingozi ezifana nokugqekezwa kwezindawo eziningi, ukugwazwa ngomshini wokubhola, nokusawwa ngokuphelele ngenkathi igcwaliswe ngokugcwele.

Njengomkhiqizi wezimoto ohamba ekuqalisweni kwamabhethri e-sodium, i-Changan Automobile ineminyaka engaphezu kuka-40 yesipiliyoni esijulile sokukhiqiza izimoto. Ngo-2025, ukuthengiswa kwezimoto ezintsha zamandla ze-Changan Automobile kwadlula amayunithi ayisigidi esingu-1.1. Ngohlu lwayo lwemikhiqizo eminingi olusuka kumikhiqizo esezingeni eliphezulu kuye kwezivamile, kusuka ezimotweni zabagibeli kuye kwezokuhweba, i-Changan Automobile kulindeleke ukuthi inikeze isisekelo semakethe samayunithi ayisigidi sokusetshenziswa okukhulu kwamabhethri e-sodium esikhathini esizayo.

Umeleli we-Changan Automobile utshele i-Securities Daily wathi: "Ngokujula kobudlelwano becebo phakathi kwezinkampani ezimbili, sizoba ngabokuqala ukufaka amabhethri e-sodium e-CATL kumamodeli amasha amaningi emikhiqizweni yethu, sihlose ukuba ngumkhiqizi wokuqala ohamba ekuqala ukwamukela ngokuphelele amabhethri e-sodium. Lo mzamo ufuna ukwabelana ngezinzuzo zenkathi yamandla amasha nabasebenzisi ngokudayisa ubuchwepheshe."

Igagasi lamanje lokufakwa kukagesi embonini yamandla amasha libuswa amabhethri e-lithium. Kodwa-ke, ngokuthuthuka kobuchwepheshe bamabhethri e-sodium, abangaphakathi embonini bakholelwa ukuthi amabhethri e-sodium, asebenzisa izinzuzo zawo ezihlukile zezinsiza kanye nentuthuko esheshayo yezobuchwepheshe, azobumba uhlelo lwe-"lithium-sodium complementary" kanye namabhethri e-lithium. Ndawonye, ​​zokha isakhiwo samandla esihlukahlukene, zivule izindlela ezintsha zentuthuko eqhubekayo yemboni yamandla amasha.

Kubikwa ukuthi ngo-2026, i-CATL izosebenzisa amabhethri e-sodium ngobuningi ezindaweni ezifana nokushintsha amabhethri, izimoto zabagibeli, izimoto zezimboni, nokugcina amandla, kukhuthazwa umkhuba omusha wokuthuthukisa "ukusebenzisana kwe-lithium-sodium."

Ngokwedatha evela kwi-ICC Xinluo, ukukhiqizwa kwamabhethri e-sodium e-China kufinyelele ku-3.45 GWh ngo-2025, okumele kube ukwanda okungu-96% unyaka nonyaka. Ngo-2025, inani eliphelele lokukhiqizwa kwe-cathode yamabhethri e-sodium e-China lafinyelela amathani angu-11,000, ukwanda okungu-101% unyaka nonyaka. Kulindeleke ukuthi amandla okusebenza kwe-cathode yamabhethri e-sodium adlule amathani angu-120,000 ngo-2026. Lo mkhuba uzosekela ukukhula okunamandla kwezicelo zamabhethri e-sodium ezansi komthombo, lapho kulindeleke ukuthi izinga lokusetshenziswa kwamandla likhuphuke kakhulu.

U-Zhang Xiaorong uthe ukuthuthukiswa okuhlangene kwamabhethri e-lithium nawesodium kuyindlela esebenza kakhulu ehambisana nentuthuko yemboni yamandla amasha. "Amabhethri e-lithium agxile ezinhlelweni eziphezulu, ezihamba kude, kanti amabhethri esodium agxile ohambweni oluphakathi kuya olufushane kanye nezinga eliphezulu. Ukuhambisana kwawo kungathuthukisa ukumelana nomthwalo womkhiqizo, kunciphise ubungozi bezinsiza, futhi kushesise ukwamukelwa kokushintshwa kwamabhethri nogesi ezimakethe ezingezansi."

"Izindawo zikashukela emhlabeni wonke zidlula kakhulu lezo zelithiyamu, okusho ukuthi amabhethri kashukela azobiza kancane kunamabhethri elithiyamu," kusho uZhang Xiang, uNobhala-Jikelele weNhlangano Yamazwe Ngamazwe Yezobuchwepheshe Bezokuthutha Ezihlakaniphile. "Ngaphezu kwenzuzo yezindleko, amabhethri kashukela abonisa nokusebenza okuhle kakhulu ezingeni lokushisa eliphansi kanye nobubanzi obubanzi bezinga lokushisa elisebenzisekayo. Kodwa-ke, ukuthi amabhethri kashukela angakwazi yini ukuthola ukusetshenziswa okukhulu esikhathini esizayo kusazovivinywa ngokuhamba kwesikhathi."