Lithium hlau phosphate (LFP) yog cov khoom siv cathode tseem ceeb rau lithium{0}} ion roj teeb. Txij li thaum pib ntawm lub xyoo no, tau tsav los ntawm kev xav tau ntau zuj zus nyob rau thaum kawg -siv sectors- xws li lub zog cia thiab lub zog tshiab tsheb -LFP roj teeb tau txais txiaj ntsig zoo rau kev lag luam vim lawv qhov kev ua tau zoo thiab tus nqi- ua tau zoo. Yog li ntawd, cov tuam txhab roj teeb tau nce lawv qhov kev yuav khoom ntawm LFP raw khoom kom ntseeg tau tias tsis muaj kev cuam tshuam cov roj teeb ntau lawm.
**Rising Demand nyob rau hauv lub zog cia Sector**
** Cov neeg tsim khoom roj teeb txhawb nqa LFP Raw Materials **
Nyob rau hauv ib lub rooj cob qhia ntau lawm ntawm lub chaw tsim khoom roj teeb hauv Mianyang, Sichuan Province, cov kab hluav taws xob ntse uas siv hluav taws xob tsim hluav taws xob churns tawm 150 lithium hlau phosphate roj teeb txhua feeb. Tus thawj coj ntawm lub tuam txhab tau hais rau cov neeg sau xov xwm tias, tau tsav los ntawm kev nce siab ntawm kev txiav txim los ntawm qhov kawg - siv kev lag luam txij thaum pib ntawm lub xyoo, lawv qhov ntim ntawm LFP raw khoom muaj ntau tshaj peb xyoos - ntawm - xyoo.
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**Chen Guoxin, Tus Lwm Thawj Coj, Sichuan Mianyang Chuangming Intelligent Battery Co., Ltd.:** "Vim lithium hlau phosphate ua raws li cov khoom siv cathode, nws feem ntau suav txog 40% mus rau 60% ntawm tag nrho cov nqi roj teeb. Tam sim no, peb lub roj teeb ntim tau nce ntxiv los ntawm ntau dua 120% xyoo tam sim no; {{6} xyoo no; 150,000 roj teeb txhua hnub, thiab peb qhov kev txiav txim rov qab txuas ntxiv mus rau 2027. "
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Ntawm - qhov chaw tshaj tawm tau tshaj tawm tias LFP roj teeb uas tsim los ntawm qhov chaw no feem ntau yog siv thoob plaws ntau thaj chaw, suav nrog cov tsheb tshiab, hluav taws xob ob-wheelers, hluav taws xob daim phiaj hluav taws xob cia, thiab embodied txawj ntse neeg hlau. Ntawm cov ntawv thov no, lub zog cia kev lag luam tau pom qhov kev loj hlob sai tshaj plaws hauv kev thov xyoo no - ib qho kev sib tw tshwj xeeb los ntawm kev nce siab ntawm kev txiav txim xa tawm.
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** Chen Guoxin, Tus Lwm Thawj Coj, Sichuan Mianyang Chuangming Intelligent Battery Co., Ltd.:** "Xyoo tas los, lub zog cia roj teeb suav txog kwv yees li 30% ntawm tag nrho peb cov khoom xa tuaj. Xyoo no, qhov sib koom ua ke ntawm cov khoom siv hluav taws xob hauv tsev thiab lub hauv paus chaw nres tsheb fais fab kev daws teeb meem tau nce mus txog 60%.
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Nyob rau ntawm lub rooj cob qhia ntau lawm ntawm lwm lub chaw tsim hluav taws xob tseem ceeb roj teeb, LFP roj teeb hlwb ntawm ntau yam tshwj xeeb pom tau txav mus los ntawm cov kab sib dhos, tab tom ua thiab kho. Tus thawj saib xyuas ntawm qhov chaw tau sau tseg tias LFP roj teeb lub hlwb yog tus cwj pwm los ntawm lawv cov qauv kev nyab xeeb siab, lub neej voj voog ntev, thiab cov nqi tsim khoom tsawg. Txij li thaum pib ntawm lub xyoo, lub Hoobkas tau ua hauj lwm ntawm tag nrho cov peev xwm, nrog rau tag nrho cov kev txiav txim ntim tripling piv rau lub xyoo dhau los.
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Raws li cov ntaub ntawv txheeb cais los ntawm Zhongguancun Energy Storage Industry Technology Alliance, qhov ntim ntawm cov ntawv xaj txawv teb chaws tshiab tau ruaj ntseg los ntawm Tuam Tshoj lub zog cia cov lag luam tau kwv yees kom ncav cuag 366 GWh hauv 2025- sawv cev rau ib xyoos - ntawm xyoo kev loj hlob ntawm 144%. Kev lag luam sab hauv qhia tau hais tias raws li 2026 mus txog, kev xav tau thoob ntiaj teb hauv kev lag luam cia hluav taws xob txuas ntxiv nce ntxiv. Raws li cov khoom tseem ceeb cathode tam sim no siv nyob rau hauv lub zog cia sector, lithium hlau phosphate (LFP) muaj peev xwm loj hlob hauv kev lag luam.
**LFP Ntau lawm thiab muag Ob qho tib si Boom**
**Qee Factories Pom Orders Booked Los Ntawm Xyoo-End**
Tam sim no, lithium hlau phosphate suav txog kwv yees li 80% ntawm cov khoom xa tuaj hauv Suav teb hauv kev lag luam rau lithium- ion roj teeb cathode cov ntaub ntawv. Tsav los ntawm kev xav tau los ntawm kev xav tau los ntawm cov tuam txhab roj teeb qis qis, cov neeg tsim khoom LFP sab saum toj tau pom qhov nce loj hauv lawv cov khoom xaj.
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Hauv ib lub lithium{0}}ion roj teeb muaj chaw ua si nyob rau hauv Suining City, Sichuan Province, ib tug automated rhiav rau lithium hlau phosphate ua hauj lwm ntawm tag nrho cov muaj peev xwm. Tom qab ua tiav cov txheej txheem xws li raw khoom sib tov, sib tsoo thiab pulverizing, thiab kiln sintering, cov khoom tiav LFP raug kaw, ntim los ntawm cov neeg ua haujlwm, thiab thauj mus rau cov khoom tiav. Ib tus thawj coj ntawm lub tuam txhab tau hais tias txij li lub Rau Hli xyoo tas los, lawv tau pom qhov txawv ntawm kev lag luam rov qab los, nrog rau kev txiav txim ntim ua rau pom lub hli ruaj khov- dhau - hli nce nce.
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**Tang Kehai, Tus Thawj Coj Ua Haujlwm ntawm Sichuan Langsheng New Materials Technology Co., Ltd. (Sheng屯 Group):** "Txij li thaum pib ntawm lub xyoo no, peb tau ua haujlwm ntawm tag nrho cov peev xwm- khiav ntawm tag nrho lub zog- ua tiav lub xeev ntawm ntau lawm thiab muag khoom. Peb cov khoom txhua hnub tau nce los ntawm 3000 tons ntawm peb lub xyoo dhau los no, ntau tshaj 400 tons. siab-LFP cov khoom ua tau zoo tau nce 30% piv rau xyoo tas los, thaum kev txiav txim rau lub zog- khaws cia- qib LFP tau nce ntau dua 50%.
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Lub caij no, nyob rau hauv cov khoom tiav warehouses ntawm lwm qhov chaw tsim khoom nyob rau hauv tib lub chaw ua si, cov hnab ntawm lithium hlau phosphate-txhua qhov hnyav kwv yees li 400 kilograms- tau raug xa mus rau cov chaw thoob plaws tebchaws. Ib tug ntawm - tus thawj saib xyuas lub vev xaib tau ceeb toom rau cov neeg sau xov xwm tias lawv cov khoom muag tam sim no nyob rau hauv keeb kwm qis.
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Thaum lawv xam phaj, cov neeg sau xov xwm tau kawm tias txij li lub Rau Hli xyoo tas los, tus nqi ntawm lithium hlau phosphate tau nce mus ntxiv, uas tau sib koom ua ke los ntawm kev nce nqi ntau lawm thiab kev lag luam xav tau nce ntxiv. Xyoo dhau los, tus nqi lag luam rau cov khoom lag luam tseem ceeb lithium hlau phosphate tau nce los ntawm kwv yees li 30,000 yuan ib tuj mus rau nws qib tam sim no ntawm ib ncig ntawm 60,000 yuan ib tuj -kos qhov nce ntawm ze li ntawm 100%. Lithium Iron Phosphate Manufacturers txhim kho R & D kev siv zog
High-Cov khoom kawg ua qhov tseem ceeb rau kev nthuav dav ntau lawm
Thaum lub sij hawm mus ntsib qhov chaw tsis ntev los no, cov neeg sau xov xwm tau pom tias raws li cov chaw tsim hluav taws xob qis qis tau tsim cov kev cai nruj ntxiv txog kev tsav tsheb thiab kev pab cuam lub neej, kev lag luam lithium hlau phosphate (LFP) tau hloov nws lub hom phiaj los ntawm yav dhau los "kev sib ntaus sib tua ntawm lub peev xwm" mus rau tam sim no -hnub "kev sib tw ntawm tus nqi." Yog li ntawd, lub tswv yim txoj hauj lwm nyob rau hauv siab - kev ua lag luam kawg tau tshwm sim los ua ib lub tswv yim tseem ceeb rau ntau lub lag luam nrhiav kom tau txais kev sib koom ua lag luam.
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Hauv R & D chaw ntawm lub chaw tsim khoom lithium hlau phosphate, cov khoom tshiab uas muaj ntau yam kev tsim thiab kev ua haujlwm tam sim no tab tom sim tsim khoom ntawm txoj kab tsav. Ntawm - cov neeg ua haujlwm hauv chaw tau ceeb toom rau cov neeg sau xov xwm tias, txij li thaum pib ntawm lub xyoo no, lub tuam txhab tau txuas ntxiv mus ntxiv nws cov R&D kev siv zog tsom mus rau qib siab -lithium hlau phosphate cov ntaub ntawv.
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Nws tau nkag siab tias "siab-compaction" lithium hlau phosphate sawv cev rau qib hloov kho ntawm cov khoom siv. Los ntawm kev ua kom cov ntaub ntawv compaction ntom ntom-yog li tso cai rau cov ntim ntau dua ntawm cov khoom siv nyob rau hauv lub ntim ntawm tes ruaj khov- nws ua tau zoo boosts lub roj teeb lub zog ceev. Thaum khaws cov khoom muaj kev nyab xeeb thiab tus nqi zoo ntawm cov lithium hlau phosphate ib txwm muaj, qhov kev hloov pauv siab tshaj no yog qhov zoo dua kom ua tau raws li qhov siab -kawg yuav tsum tau muaj ntawm ob lub zog khaws cia thiab cov roj teeb hluav taws xob. Tam sim no, ntau lub tuam txhab tau tawm tswv yim nthuav lawv cov peev txheej ntau lawm nyob rau hauv qhov siab - kawg ntu, nrog siab -compaction lithium hlau phosphate ua tus sawv cev cov khoom lag luam.
Raws li kev txheeb cais tsis tiav, kev lag luam lithium hlau phosphate tau pom muaj kev nthuav dav ntau lawm xyoo no, nrog ntau lub tuam txhab teev npe tshaj tawm cov phiaj xwm nthuav dav hauv kev ua tiav sai. Cov kws tshaj lij kev lag luam tau hais tias qhov kev lag luam yuav nkag mus rau theem tshiab ntawm kev txhim kho, ib qho tseem ceeb ntawm kev tsim kho thev naus laus zis thiab kev tswj hwm tus nqi.
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Zhang Hang, Senior Analyst ntawm Guotai Junan Futures Research Institute, tau hais tias: "Lub xyoo no, kev lag luam lithium hlau phosphate yuav tsum txuas ntxiv nws txoj hauv kev ntawm tag nrho cov ntim nthuav dav ntxiv nrog rau kev txhim kho cov qauv. nce hauv kev thov kom ncav cuag lab-tuj nplai."
