Thaum Lub Xya Hli 27, LG Tshiab Zog tau tshaj tawm nws cov txiaj ntsig nyiaj txiag uas qhia tias nws cov nyiaj tau los hauv lub quarter thib ob ntawm lub xyoo no yog 89.9 billion yeej, nqis 85.7 feem pua rau xyoo. Kev khiav hauj lwm cov txiaj ntsig tau poob 73 feem pua los ntawm ib xyoo dhau los rau Won195.6 billion. LG Tshiab Zog hais txog kev cuam tshuam txuas ntxiv hauv cov khoom lag luam thoob ntiaj teb raws li qhov laj thawj rau cov txiaj ntsig poob.
Lub caij no, LG Tshiab Zog tshaj tawm cov phiaj xwm tsim cov roj teeb lithium hlau phosphate ntawm LG's Tuam Tshoj cog hauv 2023.
Raws li yav dhau los "lub zog roj teeb tus thawj coj", LG Tshiab Zog tsuas yog tsim cov roj teeb lithium ternary, kev ua lag luam sib piv nrog Ningde Times, thiab ob sab yog ib zaug nyob rau hauv lub xeev ntawm "hloov". Txawm li cas los xij, raws li lithium hlau phosphate tau txais txiaj ntsig hauv kev ua lag luam, qhov sib txawv ntawm LG Tshiab Zog thiab Ningde Lub Sijhawm tau nthuav dav.
Tam sim no, LG lub zog tshiab pib yuam lithium hlau phosphate, puas yog peb yuan lithium tsis muaj ntxhiab? Los yog peb sim ua raws li Ningde era?
Lub ntsws lithium roj teeb kev lag luam kws tshuaj ntsuam xyuas hao hongmei los ntawm tag nrho cov ntaub ntawv mus rau kev ruaj ntseg phau ntawv sau xov xwm hais tias lithium hlau phosphate txhim kho permeability nyob rau hauv lub tshav pob ntawm lub hwj chim roj teeb, tesla thiab lwm yam tsheb tuam txhab uas muag yuav tseem tsom rau lithium hlau phosphate, LG lub zog tshiab kom ua lag luam. qhia, tswj cov neeg siv khoom uas twb muaj lawm, yuav tsum tau teeb tsa ntxiv ntawm lithium hlau phosphate roj teeb.
quab yuam lithium hlau phosphate kom ntes tau "King Ning"?
Hauv ob xyoos dhau los, LG Tshiab Zog thiab Ningde Times tau sib tw nrog ib leeg.
LG Tshiab Zog tau nthuav tawm ntawm Kaus Lim Kauslim Tshuag Txauv thaum Lub Ib Hlis 27, 2022, nrog tus nqi qhib ntawm 597,000 yeej, kos qhov loj tshaj IPO hauv South Kauslim keeb kwm. Thaum lub sij hawm, Kwon Young-soo, LG New Energy tus thawj coj, hais tias lub tuam txhab yuav sai sai no yeej nws cov neeg sib tw Suav, Ningde Times, nyob rau hauv lub ntiaj teb no kev sib tw rau hluav taws xob tsheb roj teeb.
Rov qab rau thawj ib nrab xyoo 2020, LG Tshiab Zog tau dhau Ningde Times los ntawm kev muab roj teeb rau Tesla hauv Suav teb. Nws tau nkag siab tias LG Tshiab Zog thiab Ningde Times ob leeg muab roj teeb rau Tesla lub Hoobkas Shanghai. Ntawm lawv, LG Tshiab Zog tsuas yog muab cov roj teeb lithium ternary rau Tesla, sib xws rau cov qauv ua haujlwm ntev thiab cov qauv ua haujlwm siab, uas yog nyob rau hauv high-end series. Ningde Times feem ntau muab cov roj teeb lithium hlau phosphate, sib xws rau cov qauv ntau yam ntawm cov qauv.
Txawm li cas los xij, LG lub zog tshiab rau hauv txoj kev tsis yog li ntawd. Raws li cov ntaub ntawv los ntawm South Kauslim kev lag luam tshawb fawb lub koom haum SNE Research, nyob rau hauv lub ntiaj teb no lub hwj chim roj teeb daim ntawv teev npe nyob rau hauv 2021, Ningde Times ranked thawj nrog lub ntiaj teb no ntsia muaj peev xwm ntawm 96.7GWh thiab cov lag luam feem ntawm 32.6 feem pua, raws li LG Tshiab Zog nrog lub ntiaj teb no nruab muaj peev xwm ntawm 60.2GWh thiab kev lag luam sib koom ntawm 20.3 feem pua.
Qhov sib txawv ntawm LG Tshiab Zog thiab Ningde Times nthuav dav hauv thawj ib nrab ntawm lub xyoo no.
Raws li cov ntaub ntawv tso tawm los ntawm cov tsev kawm ntawv saum toj no, Ningde Times nyob rau hauv thawj ib nrab ntawm lub xyoo nrog 69GWh ntsia txuas ntxiv ua tus thawj coj ntawm cov npe, ib xyoos ib zaug nce ntawm 111 feem pua, kev lag luam feem ntawm 34 feem pua, txuas ntxiv nthuav qhov sib txawv. nruab nrab ntawm lwm tus players; LG Tshiab Zog nyob rau qib thib ob hauv ntiaj teb nrog 28GWh teeb tsa muaj peev xwm, nrog kev loj hlob qeeb qeeb ntawm tsuas yog 4 feem pua thiab kev lag luam feem ntawm 14 feem pua.
Ntxiv rau qhov sib koom ua lag luam ntawm Ningde Times yog nyob deb ntawm LG Tshiab Zog, vim qhov nce siab ntawm tus nqi ntawm cov khoom siv rau cov roj teeb fais fab, kev ua tau zoo ntawm LG Tshiab Zog hauv thawj ib nrab xyoo ntawm kev teev npe kuj tsis txaus siab.
Los ntawm qhov kev xav ntawm lub lag luam theem nrab, LG Tshiab Zog tus nqi sib koom tau poob tag nrho txoj kev txij li cov npe. Raws li Lub Xya Hli 27, nws tau kaw ntawm 393,500 yeej, nqis ntau dua 34 feem pua ntawm cov npe.
Hao Hongmei ntseeg hais tias qhov zaus thiab kev ua tiav ntawm cov khoom siv thev naus laus zis tshiab tau poob qis tom qab Ningde era, ua rau kev ua lag luam ntawm LG lub zog tshiab tsis tu ncua.
Beijing tshwj xeeb billion tshav ntuj lub zog tshiab Thawj Tswj Hwm Qi Haishen rau "kev ruaj ntseg Txhua Hnub" tus neeg sau xov xwm tau hais tias, LG lub zog tshiab tom qab NingDE lub sijhawm tseem ceeb lossis tsis muaj kev lag luam acuity. Ningde Times kuj muaj ternary lithium roj teeb, uas tau siv los ua cov khoom tseem ceeb, tab sis txoj kev loj hlob ntawm "taug kev ntawm ob txhais ceg" ntawm Ningde Times yog hloov tau yooj yim thiab ua raws li Lub Sijhawm. Tom qab tag nrho, lithium roj teeb kev lag luam yog ib qho "technology plus capital" dual-intensive kev lag luam, cov khoom iteration thiab upgrading yog ceev heev, nyob rau hauv no khiav, me ntsis careless yuav raug tso tseg.
Lithium hlau phosphate nyiam vim nws cov nqi zoo
Qhov tseeb, vim yog tus nqi kom zoo dua lithium hlau phosphate, tsis yog LG lub zog tshiab, ntau thiab ntau lub tuam txhab tsheb nyiam.
Cov ntaub ntawv tseeb qhia tau hais tias nyob rau hauv thawj ib nrab ntawm lub xyoo no, Tuam Tshoj tau teeb tsa 110.1GWh ntawm cov roj teeb hluav taws xob, ib xyoos ib zaug nce ntawm 109.8 feem pua. Ntawm lawv, ternary lithium roj teeb kev teeb tsa suav txog 41.4 feem pua, kev loj hlob ib xyoos ib zaug ntawm 51.2 feem pua; Lub ntim ntim ntawm lithium hlau phosphate roj teeb suav txog 58.5 feem pua, nce 189.7 feem pua rau xyoo.
Carmakers thoob ntiaj teb tab tom tig mus rau lithium hlau phosphate roj teeb. Tsis ntev los no, lub tuam txhab tshaj tawm tias nws tau kos npe rau daim ntawv cog lus nrog Ford los muab cov roj teeb lithium hlau phosphate rau Tuam Tshoj, Europe thiab North America txij xyoo tom ntej.
Nws yog ib qho tsim nyog hais tias qhov kev tau txais txiaj ntsig txuas ntxiv ntawm lithium hlau phosphate xaj los ntawm cov tuam txhab tsheb thoob ntiaj teb kuj yog ib qho laj thawj tseem ceeb rau kev nce kev lag luam ntawm Ningde Times.
Tam sim no, Tesla qhov kev yuav cov roj teeb lithium hlau phosphate los ntawm Ningde Times tau suav txog 19 feem pua ntawm nws cov khoom xa tuaj tag nrho, ua rau nws yog cov neeg siv khoom loj tshaj plaws.
"Kev thov loj ntawm cov qauv kub xws li Tesla thiab BYD tau txhawb kev nce nrawm ntawm cov roj ntsha lithium hlau phosphate, maj mam dhau cov roj teeb teralithium." Citic Securities cov ntaub ntawv tshawb fawb tau hais tias nws xav tias nyob rau hauv 2025, nyob rau hauv lub teb ntawm lub hwj chim roj teeb, nrog rau kev tso tawm ntawm lithium hlau qauv ntawm lub ntiaj teb no lub mainstream tsheb tuam txhab uas muag, lithium hlau phosphate roj teeb yuav suav rau 43 feem pua ntawm cov feem; Hauv kev cia lub zog, cov roj teeb lithium hlau phosphate yuav tsum suav txog 85 feem pua ntawm kev ua lag luam yav tom ntej.
Qi Haishen ntseeg hais tias LG lub zog tshiab layout ntawm lithium hlau phosphate roj teeb project yog qhov ua tau zoo. Nyob rau hauv xyoo tas los no, lub ntim ntim ntawm lithium hlau phosphate roj teeb tau nce sai heev. Kev caij tsheb luv luv yog qhov kev thov loj ntawm cov tsheb tshiab. Tsis tas li ntawd, cov roj teeb lithium hlau phosphate muaj kev nyab xeeb dua thiab tseem tuaj yeem siv rau hauv cov khoom siv hluav taws xob tshiab, uas kuj yog ib qho kev lag luam loj heev.
