Lub ntiaj teb no tso zis ntawmlithium roj teebrau cov cuab yeej hluav taws xob yuav ncav cuag 4.93 billion los ntawm 2025

Lead: Kev txheeb xyuas los ntawm daim ntawv dawb qhia tau hais tias thoob ntiaj teb kev xa khoom ntawm cov roj teeb lithium-ion siab rau cov cuab yeej hluav taws xob yuav ncav cuag 2.02 billion units hauv 2020, thiab cov ntaub ntawv no yuav tsum ncav cuag 4.93 billion units hauv 2025. Daim ntawv dawb tsom xam tias lub ntsiab yog vim li cas rau qhov nce hauv kev xa khoom ntawmlithium-ion roj teebrau cov cuab yeej hluav taws xob yog qhov nce hauv kev faib ua feem ntawm cov cuab yeej siv hluav taws xob tsis muaj zog thoob ntiaj teb thiab kev hloov pauv loj ntawm nickel-hydrogen roj teeb los ntawmlithium roj teeb.

Tom qab tso tawm "Daim Ntawv Dawb ntawm Kev Txhim Kho ntawm Tuam Tshoj Kev Lag Luam Kev Lag Luam Hluav Taws Xob (2021)" los ntawm lub koom haum tshawb fawb EVTank, Ivy Institute of Economic Research thiab Tuam Tshoj.Roj teebKev lag luam tshawb fawb lub koom haum nyob rau lub Peb Hlis Ntuj xyoo no, "Daim Ntawv Qhia Txog Kev Txhim Kho ntawm Tuam Tshoj lub Cylindrical Lithium-ion Battery Industry (2021)".Hauv daim ntawv dawb, tus nqi siabcylindrical lithium-ion roj teebrau cov cuab yeej hluav taws xob yog ib qho ntawm nws qhov kev tshawb fawb tseem ceeb.Kev txheeb cais los ntawm daim ntawv dawb qhia tias kev xa khoom thoob ntiaj teb ntawmhigh-rate lithium-ion roj teeb flos yog cov cuab yeej hluav taws xob yuav ncav cuag 2.02 billion units hauv 2020, thiab cov ntaub ntawv no yuav tsum ncav cuag 4.93 billion units hauv 2025. Daim ntawv dawb tsom xam tias yog vim li cas qhov tseem ceeb ntawm kev xa khoom ntawm lithium-ion nce.roj teebrau cov cuab yeej hluav taws xob yog qhov nce hauv kev faib ua feem ntawm cov cuab yeej siv hluav taws xob tsis muaj zog thoob ntiaj teb thiab kev hloov pauv loj ntawm nickel-hydrogen roj teeb los ntawmlithium roj teeb.

Daim ntawv dawb tsom xam cov khoom tseem ceeb ntawm cov cuab yeej siv hluav taws xob rau cov tuam txhab suav thiab cov tuam txhab Japanese thiab Kauslim.Cov ntaub ntawv dawb qhia tau hais tias cov khoom lag luam siab rau cov cuab yeej hluav taws xob ntawm Suav tuam txhab lag luam feem ntau yog tsom rau 1.5AH thiab 2.0Ah, ntawm 2.0AH cov nyiaj rau kwv yees li ntawm 74%, qee lub tuam txhab tau pib tsim khoom loj 2.5AH high- tus nqi khoom, tab sis qhov kev faib ua feem tseem tsawg.Yeej tsis muaj 3.0AH thiab 21700 cov khoom siv hauv cov cuab yeej hluav taws xob, thiab qee lub tuam txhab nyob rau hauv cov txheej txheem ntawm kev tshawb fawb thiab kev loj hlob;Cov tuam txhab Nyij Pooj thiab Kaus Lim Qab Teb feem ntau tsom rau 2.5AH, thiab 1.5AH cov khoom lag luam yog qhov pib tsis xa khoom, thiab cov kauj ruam tom ntej yuav maj mam tso tseg 2.0AH cov khoom.Hloov mus rau21700 Nwscov khoom nrog 3.0AH thiab muaj peev xwm ntau dua.

Los ntawm kev xaav ntawm cov cuab yeej hluav taws xob lojlub roj teeb siabtuam txhab uas muag, SDI nyob rau hauv qeb duas nrog ib tug ua lag luam feem ntawm 36.1% nyob rau hauv 2020. Suav tuam txhab uas muag sawv cev los ntawm Tianpeng thiab Yiwei Lithium Energy tau nkag mus rau thoob ntiaj teb loj loj xws li TTI, Bosch, thiab SB&D.Kev xa khoom kuj tseem nce ntxiv, nyob rau qib thib ob thiab thib peb thoob ntiaj teb.Tsis tas li ntawd, lwm lub tuam txhab hauv tebchaws suav nrog Lishen, BAK, Penghui, thiab lwm yam kuj tau pib maj mam kho lawv cov cylindrical tsim muaj peev xwm los ntawm tsheb mus rau cov cuab yeej hluav taws xob thiab lwm qhov chaw.Nws cia siab tias lawv cov khoom xa tuaj kuj yuav loj hlob sai.Tsis tas li ntawd, muaj coob tus tuam txhab lag luam hauv Suav teb.Lub tuam txhab roj teeb lub tog raj kheej thib peb thiab thib plaub muaj ntau cov khoom xa tuaj hauv thaj chaw ntawm cov cuab yeej hluav taws xob.

Yog xav paub ntxiv txog cov cuab yeej hluav taws xob thiab cov roj teeb cylindrical lithium-ion siab, thov hu rau "Daim Ntawv Qhia Txog Kev Txhim Kho ntawm Tuam Tshoj Kev Lag Luam Hluav Taws Xob (2021)" thiab "Daim Ntawv Qhia Txog Kev Txhim Kho ntawm Tuam Tshoj'sCylindrical lithium-ion roj teebKev lag luam (2021)" tawm los ntawm lub koom haum.