Sodium Thaum Pib Xyoo, Plaub Lub Lag Luam tau koom tes

Qhov nce ntxiv ntawm tus nqi ntawm cov roj teeb lithium-ion tau ua rau qhov tsis sib haum xeeb ntawm cov khoom siv thiab kev xav tau ntawm cov peev txheej lithium ib qho ntawm cov ntsiab lus mob hauv kev txhim kho lub zog tshiab. Kev lag luam urgently yuav tsum nrhiav kev qhia tshiab los hloov nws. Hauv particular, kev tso tawm ntawm lub peev xwm nyob rau hauv lub zog cia kev lag luam tau ua rau industrialization ntawm sodium ion roj teeb ib tug general qauv.

Raws li kev txiav txim siab ntawm Zheshang Securities, tom qab ntau lub tuam txhab roj teeb tau nkag mus rau hauv kev lag luam roj teeb sodium ion, lub roj teeb sodium ion yuav tsum ua kom muaj peev xwm tawg hauv 2023. Raws li qhov kub ntawm sodium ion roj teeb nce, nws kuj nyiam cov xim ntawm cov khoom siv. tuam txhab.

Thaum Lub Ib Hlis 6, Meilian Cov Khoom Siv Tshiab tau tshaj tawm tias lub tuam txhab thiab nws cov tuam txhab tuav haujlwm Liaoning Meicai New Materials Co., Ltd., Hunan Cubic New Energy Technology Co., Ltd. thiab Anshan Qicai Chemical Co., Ltd. tau mus txog kev sib koom tes zoo kev pom zoo ntawm kev sib koom ua ke txhawb kev lag luam ntawm sodium ion roj teeb, thiab kos npe rau daim ntawv cog lus kev koom tes nrog rau tib hnub.

 

 

Raws li daim ntawv cog lus kev koom tes, cov kws tshaj lij ntawm txhua lub koom haum tau koom tes nrog kev tshawb fawb, kev tsim kho thiab kev sim ntawm cov kev ua tau zoo, cov kev qhia tshwj xeeb thiab cov txheej txheem tsim khoom ntawm cov khoom siv hluav taws xob zoo thiab tsis zoo ntawm sodium ion roj teeb Prussian Blue (White), tsim. ib qho kev sib txuas lus thiab kev tawm tswv yim mechanism, thiab sib koom ua ke txhim kho cov txheej txheem kev ntsuas los txhawb cov txheej txheem kev lag luam ntawm sodium ion roj teeb ntawm Prussian Blue (White) cov khoom. Thawj theem ntawm lub sijhawm kev koom tes yog 10 xyoo.

 

Nws yog ib qho tseem ceeb uas thaum "tuav tes" nrog Meilian Cov Khoom Siv Tshiab, Cov Tshuaj Xim Xim tau tshaj tawm rau Lub Ib Hlis 6 tias lub tuam txhab tau txiav nws txoj kev koom tes nrog Suzhou Yuena New Energy Technology Co., Ltd., vim tias qhov tsis sib tw ntawm ib qho ntawm cov txheej txheem tseem ceeb. cov tswv cuab ntawm pab neeg nrhiav tsis tau raws li cov lus cog tseg ntawm kev nqis peev. Txawm li cas los xij, qhov kev txiav txim no yuav tsis cuam tshuam rau tag nrho txoj kev loj hlob ntawm lub tuam txhab yav tom ntej thiab kev npaj kev lag luam ntawm cov khoom siv roj teeb sodium ion. Lub tuam txhab tseem yuav tsim kev nqis peev nyob ib puag ncig cov khoom lag luam cuam tshuam ntawm Prussian xiav (dawb) sodium ion roj teeb cathode cov ntaub ntawv.

 

Nws tau nkag siab tias muaj peb hom cathode cov ntaub ntawv rau cov roj teeb sodium ion, suav nrog cov hlau oxides, Prussian xiav thiab polyanion tebchaw.

 

Tus ncej zoo ntawm Prussian xiav(xws li Na2Mn [Mn (CN) 6], NaFe [Fe (CN) 6], thiab lwm yam). Cov neeg sawv cev cov tuam txhab suav nrog Ningde Times thiab Rongbai Technology.

Qhov system polyanionmuaj cov yam ntxwv ntawm lub neej ntev, cov qauv ruaj khov, kev ua haujlwm tsis zoo thiab tsis muaj peev xwm ceev. Cov neeg sawv cev ntawm cov tuam txhab suav nrog Jiangsu Zhongna Zog, Penghui Zog, thiab lwm yam.

Cov txheej txheem hloov pauv hlau oxidesmuaj qhov zoo ntawm lub zog ceev ceev thiab lub neej voj voog ntev. Cov neeg sawv cev tsim khoom yog Ningde Times, Zhongke Haina, sodium lub zog tshiab, thiab lwm yam.

Raws li kev soj ntsuam ntawm cov neeg sab hauv, txhua yam ntawm peb cov ntaub ntawv saum toj no muaj nws qhov zoo. Ntawm lawv, prussian xiav cov ntsiab lus muaj tus nqi qis, muaj peev xwm tsawg thiab lub zog ntom, muaj peev xwm zoo tshaj plaws thiab muaj peev xwm zoo heev rau yav tom ntej. Thawj tiam ntawm sodium ion roj teeb cathode cov khoom tso tawm los ntawm Ningde Times siv Prussian dawb, thiab lub roj teeb lub zog ceev nce mus txog 160wh / kg.

 

Nws yog qhov tseeb raws li lub tuam txhab thev naus laus zis, muaj peev xwm thiab tus nqi zoo hauv Prussian Blue (White) uas Meilian New Materials tau txiav txim siab nkag mus rau kev lag luam roj teeb sodium ion. Daim ntawv tshaj tawm qhia tau hais tias nyob rau lub Cuaj Hlis 2022, Lub Tuam Txhab thiab Cov Tshuaj Xim Xim tau kos npe rau Daim Ntawv Pom Zoo Kev Koom Tes ntawm Kev Sib Koom Tes ntawm 2.5 billion yuan hauv kev tsim kho "180000 tuj roj teeb qib Prussian xiav (dawb) project", thiab daim ntawv cog lus tau ua tiav. .

 

Thaum Lub Ib Hlis 4 ntawm lub xyoo no, Meilian Cov Khoom Siv Tshiab thiab Qicai Chemical tau koom tes ua lag luam los tsim Meicai Cov Khoom Tshiab, nrog rau npe peev ntawm 500 lab yuan, thiab nws txoj kev lag luam suav nrog kev tsim, muag thiab kev tsim cov khoom siv tshuaj. Nws tau tshaj tawm tias Meicai Xincai tuav 51 feem pua ​​​​ntawm lub tuam txhab kev ncaj ncees thiab Qicai Chemical tuav 49 feem pua ​​​​ntawm nws cov peev txheej.

Nrog rau Meilian Cov Khoom Tshiab, lub tuam txhab ua lag luam hauv kev lag luam thoob ntiaj teb cyanuric chloride, lub tuam txhab muaj cov khoom siv tseem ceeb ntawm sodium cyanide nyob rau hauv cov dej ntws ntawm Prussian xiav (dawb). Nrog rau cov yeeb yuj chemistry, nws yog tshwj xeeb hauv kev ua haujlwm siab organic pigments, hnyav dyes thiab lwm yam intermediates. Nws tau tshaj tawm tias nws muaj qhov zoo ntawm Prussian xiav (dawb) industrialization tshuab, nqi thiab kev tiv thaiv ib puag ncig.

 

Hauv kev koom tes hauv Quartet no, cov khoom tsim tshiab Meicai Tshiab kuj tau ua lub luag haujlwm tseem ceeb. Lwm tus protagonist ntawm qhov kev koom tes no, Cubic New Energy Technology, muaj qee yam zoo hauv kev tsim, kev tsim kho thiab tsim cov roj teeb sodium ion.

Nws tau tshaj tawm tias tom qab kev koom tes, pawg kws tshaj lij ntawm txhua tog yuav muab kev ua si tag nrho rau lawv cov kev ua tau zoo hauv kev ua haujlwm ntawm Prussian xiav (dawb) roj teeb qib cov ntaub ntawv, sib koom ua ke kev tshawb fawb thiab kev tsim kho, kev sim ntawm cov kev ua tau zoo, kev qhia tshwj xeeb. Tsis siv neeg thiab cov txheej txheem tsim khoom ntawm cov khoom zoo thiab tsis zoo electrode ntawm cov roj teeb sodium ion Prussian xiav (dawb), thiab txhim kho cov kev ntsuas kev lag luam los txhawb cov txheej txheem kev lag luam ntawm cov roj teeb sodium ion ua los ntawm Prussian xiav (dawb) cov ntaub ntawv.

Raws li qhov cuam tshuam zoo ntawm qhov kev koom tes no, ob qho tib si Meilian Cov Khoom Siv Tshiab thiab Cov Tshuaj Xim Xim tau tshaj tawm tias nrog kev sib koom ua lag luam txuas ntxiv ntawm txhua tog neeg yav tom ntej, nws xav tias yuav muaj kev cuam tshuam zoo rau kev lag luam kev loj hlob ntawm Meicai Cov Khoom Tshiab, uas. yog qhov tsim nyog rau kev ua kom nrawm rau kev loj hlob ntawm lub tuam txhab thiab txhim kho nws txoj kev muaj zog.

 

Rau kev lag luam ntawm sodium ion roj teeb, kev ua lag luam feem ntau yog qhov zoo. Tshwj xeeb tshaj yog nyob rau hauv keeb kwm yav dhau ntawm cov khoom tsis sib npaug thiab kev thov ntawm lithium cov peev txheej, nce nqi thiab nce kev thov hauv kev lag luam cia hluav taws xob, kev lag luam ntawm cov roj teeb sodium ion yuav tsum ceev. Nyob rau tib lub sijhawm, tsoomfwv tseem them nyiaj ntau dua thiab ntau dua rau cov tshuab hluav taws xob sodium ion roj teeb, thiab siv nws ua ib qho kev tshawb fawb tseem ceeb hauv kev khaws cia lub zog.

Huatai Securities tau hais tias lub roj teeb sodium ion tuaj yeem ua tus thawj coj hauv kev txhim kho cov neeg caij tsheb qis nrog nws cov nqi zoo thiab kev ua haujlwm ruaj khov electrochemical ntau dua, them ceev ceev thiab kev ua haujlwm kub tsawg; Nyob rau hauv lub tshav pob ntawm lub zog cia, nrog rau kev tawg ntawm kev lag luam hauv kev tshawb fawb thiab kev loj hlob ntawm lub voj voog kev ua tau zoo, sodium ion roj teeb tuaj yeem hloov tau ib nrab los ntawm lithium hlau phosphate roj teeb.

Raws li kev txiav txim siab, nws tau kwv yees tias lub peev xwm ntawm sodium ion roj teeb yuav tsum ncav cuag 335GWh hauv 2027, tag nrho cov lag luam teev ntawm sodium roj teeb yuav ncav cuag 167.6 billion yuan, thiab cov chaw lag luam sib txuas ntawm cov khoom zoo, cov khoom tsis zoo thiab cov electrolyte. yuav ncav cuag 37.7 billion yuan, 17.2 billion yuan thiab 12.3 billion yuan nyob rau hauv 2027.

Yuav kom paub meej, nrog kev koom tes ntawm cov tuam txhab ntawm tes thiab cov khoom lag luam, kev lag luam ntawm sodium ion roj teeb tau nce nrawm. 2023 yuav tsum yog thawj xyoo ntawm sodium ion roj teeb kev lag luam.