{"id":1193,"date":"2024-09-22T07:56:56","date_gmt":"2024-09-21T23:56:56","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=1193"},"modified":"2024-09-22T07:56:56","modified_gmt":"2024-09-21T23:56:56","slug":"%e9%95%8d%e7%94%b5%e6%b1%a0%e4%bb%b7%e6%a0%bc%e4%b8%8b%e9%99%8d%ef%bc%8c%e4%b8%ad%e5%9b%bd%e5%9b%bd%e5%86%85%e7%94%b5%e6%b1%a0%e4%bc%81%e4%b8%9a%e5%8f%97%e9%bc%93%e8%88%9e","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=1193","title":{"rendered":"\u954d\u7535\u6c60\u4ef7\u683c\u4e0b\u964d\uff0c\u4e2d\u56fd\u56fd\u5185\u7535\u6c60\u4f01\u4e1a\u53d7\u9f13\u821e"},"content":{"rendered":"

\u65b0\u95fb\u6765\u6e90\uff1a<\/b>www.bloomberg.com
\u539f\u6587\u5730\u5740\uff1a<\/b>EV Batteries With Nickel Get Boost in China After Prices Retreat<\/a><\/font>
\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2024-09-18<\/p>\n

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\u4e2d\u56fdEV\u548c\u7535\u6c60\u5de8\u5934\u8fc7\u53bb\u4e00\u76f4\u5f15\u9886\u7740\u7535\u6c60\u5316\u5b66\u6210\u5206\u7684\u53d8\u5316\uff0c\u5728\u5546\u54c1\u5e02\u573a\u6216\u9a7e\u9a76\u9700\u6c42\u53d1\u751f\u53d8\u5316\u65f6\u80fd\u591f\u8fc5\u901f\u4f5c\u51fa\u53cd\u5e94\u3002\u5728\u8fc7\u53bb\uff0c\u7531\u4e8e\u954d\u548c\u94b4\u4ef7\u683c\u9ad8\u4f01\u53ca\u4f9b\u5e94\u62c5\u5fe7\uff0c\u5e02\u573a\u8f6c\u5411\u4e86LFP\uff08\u78f7\u9178\u94c1\u9502\u7535\u6c60\uff09\u3002\u4f46\u81ea\u90a3\u4ee5\u540e\uff0c\u91d1\u5c5e\u4ef7\u683c\u5df2\u7ecf\u5927\u5e45\u4e0b\u8dcc\u3002LG\u65b0\u80fd\u6e90\u8868\u793a\uff0c\u8fd9\u79cd\u65b0\u578b\u7535\u6c60\u53ef\u4ee5\u964d\u4f4e\u7ea610%\u7684\u6210\u672c\uff0c\u5e76\u4e14\u5177\u6709\u66f4\u9ad8\u7684\u80fd\u5bc6\u5ea6\u548c\u70ed\u7a33\u5b9a\u6027\u3002<\/p>\n

\u8fc7\u53bb\u4eba\u4eec\u8ba4\u4e3a\uff0c\u4e2d\u954d\u9633\u6781\u5c06\u5728\u672a\u6765\u51e0\u5e74\u5185\u88ab\u5b8c\u5168\u53d6\u4ee3\u3002\u4f46\u73b0\u5728\u7531\u4e8e\u94b4\u4ef7\u7684\u4e0b\u964d\u4ee5\u53ca\u9ad8\u954d\u7684\u5b89\u5168\u6027\u95ee\u9898\uff0c\u8fd9\u4e00\u8f6c\u53d8\u5df2\u660e\u663e\u653e\u7f13\u3002CRU\u6570\u636e\u663e\u793a\uff0c\u4e2d\u56fd\u7684\u4e2d\u954dNMC\uff08\u954d\u9530\u94b4\uff09\u7535\u6c60\u751f\u4ea7\u4efd\u989d\u5df2\u4ece2023\u5e74\u521d\u7684\u7ea640%\u4e0a\u5347\u81f3\u8fd160%\u3002<\/p>\n

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\u539f\u6587\u6458\u8981\uff1a<\/b><\/p>\n

China\u2019s electric-vehicle market is offering a tentative challenge to the shift toward batteries with no nickel or cobalt.For years, battery and auto manufacturers have moved away from nickel-bearing batteries to cut costs and reduce supply risks. But there\u2019s now growing interest in a type of nickel battery that\u2019s cheaper because it contains a bit less of the metal, while still retaining a high energy density and driving range., the world\u2019s top battery maker, is among producers supplying what\u2019s known as \u201cmedium-nickel, high\u2014voltage\u201d batteries. Technological tweaks, a dramatic price slump for battery materials, and shifting consumer preferences have all encouraged the format.\u201cIt seems to be a strategic play to keep NMC alive for longer and offer a differentiated product for both the domestic and export markets,\u201d said Aaron Wade, head of battery costs at CRU Group. NMC stands for nickel-manganese-cobalt, the main type of nickel-bearing cell.Chinese carmakers including , and the Zhejiang Geely Holding Group Co.-backed Zeekr are already using the medium-nickel, high voltage batteries, according to Shanghai Metals Market, while South Korea\u2019s is expecting to start production next year. , a major supplier of battery materials, said their adoption could be an \u201cimportant force\u201d for the EV sector as drivers seek longer driving range.China\u2019s EV and battery giants have typically spearheaded changes in the mix of battery chemistries, reacting swiftly to changes in commodity markets or driver requirements. An earlier era of sky-high nickel and cobalt prices \u2014 along with fears of shortages \u2014 drove the move toward LFP, which stands for lithium-iron-phosphate, and away from NCM. But since then, prices for the metals have collapsed. LG Energy, the South Korean battery maker, said batteries could bring down costs by 10%, with enhanced energy density and thermal stability.\u201cA few years ago, it was the expectation that mid-nickel cathodes would be all but replaced in the coming years,\u201d said Iola Hughes, head of research at consultancy Rho Motion. \u201cNow the low cobalt price and safety concerns with high-nickel have slowed this transition dramatically.\u201dThe medium-nickel share of NMC production in China has surged to nearly 60%, from around 40% in early 2023, according to CRU. Analysts say that\u2019s helping at least to slow the march of LFP, and throwing some uncertainty into how battery technology will evolve.\u201cFor now, the mid-nickel, high voltage batteries are used mainly in the Chinese domestic market in middle and high-end models,\u201d said Jared Zhu, senior consulting project manager at SMM. \u201cWe can see the increasing trend in the ex-China market as well,\u201d he said, adding that the cells \u201ccan compete with the LFP battery, to some extent.\u201dHistorically, mid-nickel chemistry could only operate at lower voltage levels relative to high nickel. But a number of technical changes have enabled this type of battery to operate more safely and sustainably at higher voltages.Nickel prices are languishing at relatively low levels near $16,000 a ton amid a supply glut , while has fallen to the least in almost eight years and is hovering around the lowest level since 2021. That means overall battery costs are much cheaper, but in a fiercely competitive market, carmakers still need to adjust for cost and performance.\u201cIn the long term, as downstream applications seek a balance between high-energy density and cost-effectiveness, the two routes of LFP batteries and ternary material batteries will co-exist and develop together,\u201d CNGR said in a statement with its first-half earnings., China\u2019s most valuable mining company, says it won\u2019t be deterred by the Canadian government\u2019s measures to limit foreign involvement in its mining sector. economic officials will meet for discussions in Beijing this week as the Biden administration seeks to \u2014 once again \u2014 make its case for Beijing to avoid roiling the rest of the world with an industrial policy that\u2019s stoked manufacturing exports. announced it will inject one-year liquidity to domestic lenders on Sept. 25, marking another delay amid a broad overhaul of its policy toolkit.Wednesday, Sept. 18Thursday, Sept. 19Friday, Sept. 20<\/p>\n

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