Munguva pfupi yadarika, kambani yekuSouth Korea yekutsvagisa misika yeSNE Research yakaburitsa chirevo ichifanotaura kuti mabhatiri eChinese sodium ion achaiswa zviri pamutemo mukugadzirwa kwakawanda muna 2025, anonyanya kushandiswa muminda yemota mbiri dzine mavhiri, mota diki dzemagetsi, uye kuchengetedza simba.Zvinotarisirwa kuti ne2035, mutengo wemabhatiri e-sodium ion uchava 11% kusvika 24% yakaderera pane iyo ye lithium iron phosphate mabhatiri, uye saizi yemusika ichasvika $ 14.2 bhiriyoni pagore.
SNE report data
Zvinonzi mabhatiri e-sodium ion anonyanya kugadzirwa kubva kune sodium seyakabikwa, inoratidzwa nekuderera kwesimba density, yakakwira electrochemical kugadzikana, uye yakanaka yakaderera-yekushisa kuramba.Zvichienderana nehunhu huri pamusoro, iyo indasitiri inowanzo tenda kuti mabhatiri esodium anotarisirwa kutora nzvimbo muminda yemagetsi matsva anotakura mota, kuchengetedza simba, uye yakaderera-inomhanya mota mbiri dzine mavhiri mune ramangwana, uye kushandirapamwe ne lithium mabhatiri kuti arambe achishanda. indasitiri itsva yesimba.
Kutangazve iyo Jianghu uye Kuramba Uchityora
Kana zvasvika kune mabhatiri e-sodium ion, kunzwisisa kwevanhu vazhinji kwavari ndiko chizvarwa chinotevera chemabhatiri tekinoroji anogona kunyatso wedzera lithium mabhatiri.Nekudaro, uchitarisa kumashure, kubuda kwezvose zviri zviviri kunenge panguva imwe chete.
Muna 1976, Michael Stanley Whittingham, baba ve lithium mabhatiri, vakawana kuti titanium disulfide (TiS2) inogona kupinza uye kubvisa lithium ions (Li +), uye yakagadzira Li/TiS2 mabhatiri.Iyo inodzoreredzwa nzira ye sodium ions (Na+) muTiS2 yakawanikwa zvakare.
Muna 1980, musayendisiti wechiFrench Purofesa Armand akakurudzira pfungwa ye "Rocking Chair Battery".Lithium ions yakafanana nechigaro chinozunungusa, ine migumo miviri yechigaro chinozunguza inoshanda sematanda ebheteri, uye lithium ions inofamba ichidzoka nekudzoka pakati pemigumo miviri yechigaro chinozunguza.Nheyo yemabhatiri e-sodium ion yakafanana neyemabhatiri e-lithium-ion, anozivikanwawo semabhatiri e-rocking chair.
Kunyangwe zvakawanikwa panguva imwe chete, pasi pemaitiro ekutengeserana, mafambiro ezviviri zvakaratidza nzira dzakasiyana zvachose.Lithium ion mabhatiri akatungamira mukugadzirisa dambudziko rezvinhu zvisina kunaka zve electrode kuburikidza negraphite, zvishoma nezvishoma ikava "mambo wemabhatiri".Nekudaro, mabhatiri e-sodium ion anga atadza kuwana akakodzera negative electrode zvinhu zvishoma nezvishoma akabuda kubva pakuona kwevanhu.
Muna 2021, kambani yeChinese bhatiri yeCATL yakazivisa kutsvagisa uye kugadzirwa kwechizvarwa chitsva chesodium ion mabhatiri, zvichimutsa rimwe fungu rekutsvagisa nekusimudzira mukugadzirwa kwemabhatiri ion ion.Zvakadaro, muna 2022, mutengo welithium carbonate, yakakosha mabhatiri e-lithium-ion, wakakwira kusvika pa600000 yuan patani, zvichiunza kutangazve kune bhatiri resodium ion rinodhura zvakanyanya.
Muna 2023, China yesodium ion bhatiri indasitiri ichaona kukurumidza kusimudzira.Kubva pahuwandu husina kukwana hwezvirongwa zveBattery Network, zvinogona kuonekwa kuti muna 2023, mapurojekiti e-sodium bhatiri akadai seLake Sodium Energy Sodium Ion Battery uye System Project, Zhongna Energy Guangde Xunna Sodium Ion Battery Manufacturing Base Project, Dongchi New Energy Annual Production 20GWh. New Sodium Ion Battery Project, uye Qingna New Energy 10GWh Sodium Ion Battery Project ichatanga kuvaka muhuwandu hukuru, nemari yekudyara kazhinji mumabhiriyoni/makumi emabhiriyoni.Sodium mabhatiri zvishoma nezvishoma ave imwe nzira huru yekudyara muindasitiri yebhatiri.
Kubva pamaonero emapurojekiti ekugadzirwa kwebhatiri muna 2023, kuchine mitsetse yakawanda yekutyaira uye mapurojekiti ekuyedza.Sezvo akawanda uye akawanda mapurojekiti ebhatiri e-sodium ari kuvakwa zvishoma nezvishoma uye kuitwa, kushandiswa kwe sodium bhatiri zvigadzirwa kuchawedzerawo.Kunyangwe kuchine mamwe mabhodhoro mukuita kwakazara kwemabhatiri esodium anoda kukundwa, mabhizinesi ari muLithium bhatiri indasitiri cheni, kusanganisira kutanga kutsva, akatoiswa muiyi track.Mune ramangwana, mabhatiri e-sodium achapawo simba indasitiri itsva yesimba pamwe chete nemabhatiri e-lithium.
Uye zvakare, kudyara uye mari mumunda wesodium mabhatiri ari kupisa zvakare.Zvinoenderana nehuwandu husina kukwana kubva kuBattery Network, kubva muna Zvita 31, 2023, makambani makumi maviri neshanu muindasitiri yebhatiri yesodium akaita makumi masere nemaviri emari.
Zvakakosha kucherechedza kuti sezvatinopinda muna 2023, mitengo yelithium iri kuona zvakare kuderera kwe roller coaster, uye kana remangwana rekusimudzira nzvimbo yesodium simba richamanikidzwa rakave zvakare kunetseka kutsva muindasitiri.Duofuduo akambotaura achipindura mibvunzo yemainvesti, "Kunyangwe mutengo welithium carbonate ukadonha kusvika pa100000 yuan/ton, magetsi esodium acharamba achikwikwidza."
Munguva yekuchinjana ichangoburwa neBattery Network, Li Xin, Sachigaro weHuzhou Guosheng New Energy Technology Co., Ltd., akaongororawo kuti semabhizinesi emidziyo yebhatiri epamba achipinda muchikamu chekugadzira hukuru muna 2024, kudzikira kwemitengo yekugadzira zvinhu kuchawedzera kudzikisira. mitengo yezvinhu zvakanaka zve electrode, negative electrode materials, uye electrolytes yemabhatiri esodium.Yakabatana nekukura zvishoma nezvishoma kwesodium bhatiri yekugadzira tekinoroji, mutengo mukana wemabhatiri esodium uchienzaniswa nebhatiri retimu mumitengo yekugadzira unozoonekwa.Kana huwandu hwekugadzira mabhatiri esodium hwasvika padanho regigawatt, mutengo wavo weBOM uchaderedzwa kusvika mukati me0.35 yuan/Wh.
SNE yakataura kuti China yatanga kuburitsa mota mbiri dzine mavhiri uye dzemagetsi dzichishandisa mabhatiri e-sodium ion.Yadi, kambani inotungamira yekuChina yemudhudhudhu wemagetsi, uye Huayu Energy vakagadzira kambani nyowani ichavhura "Extreme Sodium S9" modhi yemudhudhudhu yemagetsi panopera 2023;Muna Ndira 2024, mota yemagetsi yekuChina inonzi Jianghuai Automobile yakatanga kutengesa mota dzemagetsi dzeHuaxianzi dzichishandisa mabhatiri eZhongke Haina 32140 cylindrical sodium ion.SNE inofanotaura kuti panosvika 2035, huwandu hwegore hwekugadzira mabhatiri e-sodium ion akarongwa nemabhizinesi eChinese anotarisirwa kusvika 464GWh.
Dynamically inomhanyisa kumhara
Battery Network yaona kuti patinopinda muna 2024, masimba eChina sodium ion bhatiri indasitiri achiri kuburitswa zvakanyanya:
Musi waNdira 2, Kaborn akasaina zvibvumirano zveequity investimendi nevanoita mari vakaita seQingdao Mingheda Graphite New Materials Co., Ltd. uye Huzhou Niuyouguo Investment Partnership (Limited Partnership), vakabudirira kuwana hurongwa hwekudyara kwe37.6 miriyoni yeyuan.Iyi mari ichabatsira kambani kukurumidza kugadzirwa kwe10000 matani e sodium negative electrode zvinhu.
Mangwanani emusi wa4 Ndira, iyo BYD (Xuzhou) sodium ion bhatiri chirongwa chakatanga kuvaka nekudyara kwemabhiriyoni gumi emayuan.Iyo purojekiti inonyanya kugadzira sodium ion bhatiri maseru uye zvine hukama zvinotsigira zvigadzirwa zvakaita sePACK, ine yakarongwa yegore yekugadzira kugona kwe30GWh.
Musi wa12 Ndira, Tongxing Environmental Dziviriro yakazivisa kuti kutora chikamu kwekambani mukugadzwa kwemubatanidzwa kwave kupedza maitiro akakodzera ekunyoresa maindasitiri nekutengeserana uye kuwana rezinesi rebhizinesi.Kambani yejoint venture inonyanya kuita budiriro yetekinoroji, kumhara kwemaindasitiri, uye kusimudzira kutengeserana kwezvinhu zvakanaka zve electrode zvesodium ion mabhatiri.Uye zvakare, shanduko uye kushandiswa kwezvinhu zvakakosha zvesodium ion mabhatiri senge negative electrode uye electrolytes ichatsvagirwa nenguva uye kugadziridzwa zvinoenderana nezvinodiwa nekambani.
Musi wa15 Ndira, Qingna Technology yakasaina chibvumirano chekudyidzana neLima Group.Lima Group ichatenga mabhatiri e-sodium ion anogadzirwa neQingna Technology kuti igadzire mota dzayo dzakakwana senge mavhiri maviri nemavhiri matatu, aine chinangwa chegore chekutenga vhoriyamu ye0.5GWh.Zvakakodzera kuti titaure kuti pakupera kwa2023, Qingna Technology yakanga ichangogamuchira odha ye5000 seti yesodium ion bhatiri mapaketi kubva kuForklift Division yeJinpeng Group.Qingna Technology yakataura kuti kambani parizvino ine anopfuura makumi maviri nemana GWh ezvibvumirano zvekubatana.
Pana January 22nd, zvakashumwa kuti Nako Energy nePangu New Energy munguva pfupi yapfuura vakasaina chibvumirano chekushandira pamwe.Mativi maviri aya achavimba neawo mabhenefiti, akatarisana nemusika, kuita zvakadzika hurongwa hwekubatana mukusimudzira uye indasitiri yemabhatiri e-sodium ion uye zvinhu zvakakosha, uye nekupa kutungamira kwakajeka kwechinangwa chekugovera nekutengesa chirongwa chisingasviki. 3000 matani mumakore matatu anotevera.
Musi wa24 Ndira, Zhongxin Fluorine Materials yakaburitsa chirongwa chekuisa yakavanzika, ichikurudzira kukwidza isingapfuure 636 miriyoni yuan kumapurojekiti makuru matatu uye kuwedzera mari yekushandisa.Pakati pavo, Zhongxin Gaobao New Electrolyte Material Construction Project inoronga kupfumisa mutsara wechigadzirwa cheGaobao Technology, kugadzirisa chimiro chechigadzirwa, uye kuwedzera mapurojekiti ane kugadzirwa kwepagore kwe6000 matani e sodium fluoride uye zviuru zana zvesodium hexafluorophosphate.
Musi waNdira 24, Luyuan Energy Materials, mubatsiri weKaiyuan Education, kambani yakanyorwa yedzidzo yehunyanzvi, yakasaina chibvumirano chekushandira pamwe neHurumende yeHurumende yeHuimin County, Binzhou Guta, Shandong Province yekuvakwa kwegw level hombe. purojekiti yekuchengetedza simba uye sodium ion bhatiri maseru.Kudyidzana kunobatsira kubatana pakati pemapato ese mukuvaka kwesodium ion bhatiri cell mapurojekiti mukati mehutongi hweHuimin County;Iyo yakakura-yakakura yekuchengetera simba remagetsi chiteshi chirongwa chine chikero che1GW/2GWh.
Musi wa28 Ndira, yekutanga yakakura-yakakura, yakakwira-simba density nano solid sodium ion bhatiri pilot chigadzirwa cheNikolai Technology Industry Research Institute muTongnan High tech Zone, Chongqing yakatangwa.Iri bhatiri rakavakirwa pakuita kwepamusoro-kuita kwakanaka uye kwakashata maelectrode zvinhu zvakazvimiririra kugadzirwa neNikolai Technology Industry Research Institute, zvakasanganiswa nehunyanzvi hwepamusoro senge nano gadziriso yeasina kunaka electrode pamusoro, yakaderera-tembiricha electrolyte formula, uye in-situ kusimba kwe electrolyte.Iyo simba density yebhatiri inosvika 160-180Wh/kg, iyo yakaenzana ne lithium iron phosphate mabhatiri.
Pamhemberero yekusaina uye nemusangano wevatori venhau wakaitwa masikati emusi wa28 Ndira, Nikolai Technology Industry Research Institute yakasaina zvibvumirano zvekushandira pamwe neGaole New Energy Technology (Zhejiang) Co., Ltd. uye Yanshan University kuita pamwe chete tsvakiridzo nekusimudzira nano. yakasimba sodium ion mabhatiri uye kukurudzira shanduko yesainzi uye tekinoroji kubudirira.
Masikati emusi wa28 Ndira, Huzhou Super Sodium New Energy Technology Co., Ltd. yakasaina chibvumirano neMianzhu, Sichuan yepurojekiti yeindasitiri yezvinhu zvakakosha zvemabhatiri e-sodium ion emagetsi makuru.Huwandu hwekudyara kwepurojekiti iyi mabhiriyoni matatu eyuan, uye hwaro hwekugadzira hwe80000 ton sodium ion bhatiri cathode zvinhu zvichavakwa muMianzhu.
Nguva yekutumira: Mar-25-2024