Mumwe mukuru kuSouth Korea's LG Solar (LGES) akati kambani iyi iri muhurukuro nevatatu vekuChina vanotengesa zvinhu kuti vagadzire mabhatiri emotokari dzemagetsi dzinodhura muEurope, mushure mekunge European Union yaisa mutero pamotokari dzemagetsi dzakagadzirwa neChina nemakwikwi. zvichawedzerwa.
LG Iyo New Energy'skutsvaga kudyidzana kunouya pakati pekupinza
kudzikira kwekudiwa kubva kuindasitiri yemotokari yemagetsi yepasi rose, zvichisimbisa kudzvanywa kuri kukura kumakambani asiri eChinese mabhatiri kubva kune vanogadzira mota kuenda kumitengo yakaderera. kusvika padanho rinoenzana nerevakwikwidzi veChinese.
Mwedzi uno, French automaker Groupe Renault yakati ichashandisa lithium iron phosphate bhatiri (LFP) tekinoroji muzvirongwa zvayo zvekugadzira mota dzemagetsi akawanda, ichisarudza LG New Energy uye mukwikwidzi wayo wekuChina Contemporary Amperex Technology Co. Ltd. (CATL) seshamwari. , kugadzira cheni dzekutengesa muEurope.
Chiziviso cheGroup Renault chinotevera danho rakatorwa neEuropean Commission muna Chikumi. Mushure memwedzi yekuferefetwa kweanopesana nerubatsiro, European Union yakafunga kuisa mutero unosvika 38% pamotokari dzemagetsi dzakatengwa kubva kuChina, zvichiita kuti vagadziri vemotokari dzemagetsi vekuChina nemakambani emabhatiri vazvipire kuita mari muEurope.
Wonjoon Suh, mukuru we LG New Energy's advanced mota bhatiri division, akaudza Reuters kuti: "Tiri kutaurirana nemamwe makambani ekuChina achagadzira lithium iron phosphate cathode zvinhu nesu uye kugadzira zvinhu izvi kuEurope." Asi mukuru uyu ati aramba kudoma kambani yekuChina muhurukuro.
"Tiri kufunga nezvematanho akasiyana, anosanganisira kutanga mabhizimusi uye kusaina zvibvumirano zvenguva refu," Wonjoon Suh akadaro, achiwedzera kuti kubatana kwakadaro kuchabatsira LG New Energy kudzikisa mutengo wekugadzira mabhatiri ayo e-lithium iron phosphate mukati memakore matatu. kusvika padanho rinoenzana nerevakwikwidzi veChinese.
Iyo cathode ndiyo inodhura zvakanyanya chikamu chimwe mubhatiri remotokari yemagetsi, inoverengera chikamu chimwe muzvitatu chemutengo wese wesero rega. Sekureva kwebhatiri musika tracker SNE Tsvagiridzo, China inotonga kupihwa kwepasi rose kwe lithium iron phosphate cathode zvinhu, nevagadziri vayo vakuru vari Hunan Yuneng New Energy Battery Material Co., Ltd., Shenzhen Shenzhen Dynanonic uye Hubei Wanrun New Energy Technology.
Parizvino, zvinhu zvakawanda zvecathode zvemabhatiri emotokari yemagetsi zvinonyanya kukamurwa kuva marudzi maviri: nickel-based cathode zvinhu uye lithium iron phosphate cathode zvinhu. Semuenzaniso, nickel-based cathode material inoshandiswa muTesla's long-range models inogona kuchengetedza simba rakawanda, asi mutengo wakakwirira. Lithium iron phosphate cathode zvinhu inofarirwa nevagadziri vemotokari dzemagetsi vekuChina vakaita seBYD. Kunyange zvazvo ichichengetedza simba shoma, yakachengeteka uye inodhura.
Makambani emabhatiri ekuSouth Korea agara akatarisana nekugadzirwa kwemabhatiri ane nickel-based, asi ikozvino, sezvo automaker inoda kuwedzera mitsara yavo yechigadzirwa kune mamwe anodhura mamodheru, ivo vari kuwedzera mukugadzirwa kwe lithium iron phosphate mabhatiri pasi pekumanikidzwa. . Asi ndima iyi yanga ichitongwa nevakwikwidzi veChinese. Suh akataura kuti LG New Energy iri kufunga kushandira pamwe nemakambani eChinese kugadzira lithium iron phosphate cathode zvinhu muMorocco, Finland kana Indonesia kuti ipe musika weEurope.
LG New Energy yanga iri muhurukuro nevagadziri vemotokari muUnited States, Europe neAsia maererano nezvibvumirano zvekupa mabhatiri e lithium iron phosphate. Asi Suh akati kudiwa kwemamodeli emagetsi anodhura kwakasimba muEurope, uko chikamu chinoverengera hafu yekutengesa kweEV mudunhu, yakakwira kupfuura muUnited States.
Sekureva kweSNE Tsvagiridzo, mumwedzi mishanu yekutanga yegore rino, vagadziri vekuSouth Korea mabhatiri LG New Energy, Samsung SDI uye SK On vaive nechikamu chakasanganiswa che50.5% mumusika weEuropean mota bhatiri yemagetsi, iyo LG New Energy yakagovaniswa yaive 31.2 %. Mugove wemusika wemakambani ebhatiri eChinese muEurope ndeye 47.1%, neCATL chinzvimbo chekutanga nechikamu che34.5%.
Pakutanga, LG New Energy yakagadzira mabhatiri akabatanidzwa nemaautomaker akadai seGeneral Motors, Hyundai Motor, Stellantis uye Honda Motor. Asi nekukura kwekutengesa kwemotokari yemagetsi kunononoka, Suh akati kuisirwa kweimwe yemidziyo inodiwa mukuwedzera kunogona kunonoka kusvika makore maviri mukutaurirana nevadyidzani. Anofanotaura kuti kudiwa kweEV kuchapora muEurope mukati memwedzi gumi nemasere uye muUS mumakore maviri kusvika matatu, asi izvo zvinoenderana nechikamu chemamiriro ekunze uye nemimwe mitemo.
Yakakanganiswa nekushanda kwaTesla kusina simba, LG New Energy's stock price yakavhara pasi 1.4%, isingaiti South Korea's KOSPI index, iyo yakadonha 0.6%.
Nguva yekutumira: Jul-25-2024