Ib tug thawj coj ntawm South Kauslim lub hnub ci LG (LGES) tau hais tias lub tuam txhab tab tom tham nrog peb tus neeg muag khoom hauv Suav teb los tsim cov roj teeb rau cov tsheb hluav taws xob qis hauv Tebchaws Europe, tom qab European Union tau them se rau cov tsheb hluav taws xob hauv Suav teb thiab kev sib tw. yuav muaj zog ntxiv.
LG Tshiab Zognrhiav kev sib koom tes muaj peev xwm los ntawm qhov ntse
Kev poob qis hauv kev thov los ntawm kev lag luam tsheb hluav taws xob thoob ntiaj teb, qhia txog kev loj hlob ntawm cov tuam txhab roj teeb uas tsis yog Tuam Tshoj los ntawm cov tuam txhab automakers kom txo nqi. mus rau theem piv rau cov neeg sib tw Suav.
Lub hlis no, Fabkis automaker Groupe Renault tau hais tias nws yuav siv lithium hlau phosphate roj teeb (LFP) thev naus laus zis hauv nws cov phiaj xwm los tsim hluav taws xob loj, xaiv LG Tshiab Zog thiab nws cov neeg sib tw Suav Tuam Tsev Amperex Technology Co. Ltd. (CATL) ua cov koom tes. , los tsim cov saw hlau nyob hauv Europe.
Groupe Renault cov lus tshaj tawm ua raws li kev txiav txim siab los ntawm European Commission thaum Lub Rau Hli. Tom qab lub hlis ntawm kev tshawb nrhiav kev tiv thaiv nyiaj txiag, European Union tau txiav txim siab kom them se txog li 38% ntawm cov tsheb fais fab uas tuaj ntawm Tuam Tshoj, ua rau Suav cov tuam txhab hluav taws xob tsheb thiab cov tuam txhab roj teeb tau cog lus rau kev nqis peev hauv Tebchaws Europe.
Wonjoon Suh, tus thawj coj ntawm LG New Energy lub tuam txhab roj teeb ua haujlwm siab heev, hais rau Reuters: "Peb tab tom sib tham nrog qee lub tuam txhab Suav uas yuav tsim cov khoom siv lithium hlau phosphate cathode nrog peb thiab tsim cov khoom siv no rau Tebchaws Europe." Tab sis tus neeg saib xyuas tau hais tias tsis kam qhia lub tuam txhab Suav hauv kev sib tham.
"Peb tab tom txiav txim siab ntau yam kev ntsuas, suav nrog tsim kev sib koom ua lag luam thiab kos npe rau cov ntawv cog lus mus sij hawm ntev," Wonjoon Suh tau hais tias, ntxiv tias kev koom tes no yuav pab LG Tshiab Zog txo cov nqi tsim khoom ntawm nws cov lithium hlau phosphate roj teeb hauv peb lub xyoos. mus rau theem piv rau cov neeg sib tw Suav.
Lub cathode yog ib qho khoom kim tshaj plaws hauv lub tsheb fais fab, suav txog li ib feem peb ntawm tag nrho cov nqi ntawm ib tus neeg ntawm tes. Raws li kev lag luam roj teeb tracker SNE Kev Tshawb Fawb, Tuam Tshoj ua tus thawj coj thoob ntiaj teb cov khoom siv lithium hlau phosphate cathode, nrog nws cov neeg tsim khoom loj tshaj plaws yog Hunan Yuneng Tshiab Zog Roj Teeb Khoom Co., Ltd., Shenzhen Shenzhen Dynanonic thiab Hubei Wanrun Tshiab Zog Technology.
Tam sim no, feem ntau cov ntaub ntawv cathode rau cov roj teeb tsheb hluav taws xob feem ntau muab faib ua ob hom: cov khoom siv nickel-based cathode thiab lithium hlau phosphate cathode cov ntaub ntawv. Piv txwv li, cov khoom siv nickel-based cathode siv nyob rau hauv Tesla cov qauv ntev ntev tuaj yeem khaws ntau lub zog, tab sis tus nqi siab dua. Lithium hlau phosphate cathode khoom yog nyiam los ntawm Suav hluav taws xob tsheb tuam txhab xws li BYD. Txawm hais tias nws khaws cia qis zog, nws muaj kev nyab xeeb dua thiab tus nqi qis dua.
South Kauslim cov tuam txhab roj teeb ib txwm tau tsom mus rau kev tsim cov roj teeb nickel-based, tab sis tam sim no, raws li cov neeg tsim khoom lag luam xav nthuav lawv cov khoom lag luam rau cov qauv pheej yig dua, lawv kuj tau nthuav dav rau hauv kev tsim cov roj teeb lithium hlau phosphate nyob rau hauv siab. . Tab sis daim teb no tau dominated los ntawm Suav cov neeg sib tw. Suh tau hais tias LG Tshiab Zog tab tom txiav txim siab koom tes nrog Suav tuam txhab lag luam los tsim cov khoom siv lithium hlau phosphate cathode hauv Morocco, Finland lossis Indonesia los muab cov khoom lag luam nyob sab Europe.
LG Tshiab Zog tau nyob rau hauv kev sib tham nrog automakers nyob rau hauv lub tebchaws United States, Europe thiab Asia hais txog kev cog lus muab khoom rau lithium hlau phosphate roj teeb. Tab sis Suh tau hais tias qhov kev thov rau cov qauv hluav taws xob pheej yig muaj zog dua hauv Tebchaws Europe, qhov twg cov ntu suav txog li ib nrab ntawm EV muag hauv cheeb tsam, siab dua hauv Tebchaws Meskas.
Raws li SNE Kev Tshawb Fawb, nyob rau thawj tsib lub hlis ntawm lub xyoo no, South Kauslim roj teeb tuam txhab LG Tshiab Zog, Samsung SDI thiab SK On muaj kev sib koom ua ke ntawm 50.5% hauv European hluav taws xob tsheb roj teeb kev lag luam, ntawm cov LG Tshiab Zog yog 31.2. %. Kev ua lag luam ntawm cov tuam txhab roj teeb suav hauv Tebchaws Europe yog 47.1%, nrog CATL qeb duas ua ntej nrog ib feem ntawm 34.5%.
Yav dhau los, LG Tshiab Zog tau tsim cov roj teeb sib koom ua lag luam nrog cov tuam txhab tsheb xws li General Motors, Hyundai Motor, Stellantis thiab Honda Motor. Tab sis nrog kev loj hlob ntawm kev muag tsheb hluav taws xob qeeb, Suh hais tias kev teeb tsa ntawm qee yam khoom siv uas xav tau rau kev nthuav dav tuaj yeem ncua ntev txog li ob xyoos hauv kev sib tham nrog cov neeg koom tes. Nws kwv yees tias qhov kev thov EV yuav rov zoo dua hauv Tebchaws Europe li ntawm 18 lub hlis thiab hauv Asmeskas hauv ob mus rau peb xyoos, tab sis qhov ntawd yuav nyob ntawm ib feem ntawm txoj cai huab cua thiab lwm yam kev cai.
Kev cuam tshuam los ntawm Tesla qhov kev ua haujlwm tsis muaj zog, LG Tshiab Zog cov nqi lag luam tau kaw 1.4%, underperforming South Kauslim KOSPI Performance index, uas poob 0.6%.
Post lub sij hawm: Lub Xya hli ntuj-25-2024