alakaʻi:

Wahi a ka nūhou haole, ke noʻonoʻo nei ʻo LG New Energy e kūkulu i ʻelua mau hale hana ma ʻAmelika Hui Pū ʻIa a e hoʻopukapuka kālā ʻoi aku ma mua o US $ 4.5 biliona i nā hana hana US ma 2025;Ke noʻonoʻo nei ʻo Samsung SDI e hoʻolilo ma kahi o 300 biliona won e hoʻonui i ka hoʻopuka pākaukau o kāna mea kanu ʻo Tianjin.Hoʻolālā hoʻi ʻo Samsung SDI e hoʻolilo i ka 942 biliona lanakila i loko o kāna mea kanu pākahi Hungarian ma 2021;Ua hoʻolaha pū ʻo South Korea SKI e hoʻolilo ʻo ia i ka 1.3 trillion won e kūkulu i kāna mea kanu pākahi ʻekolu ma Hungary.

Wahi a nā moʻolelo o nā haole, ma ka lā Malaki 11, LG Energy Solution (i kapa ʻia ʻo LG New Energy), kahi hui o LG Chem, i ʻōlelo ʻia e noʻonoʻo ana ʻo ia e kūkulu i ʻelua hale hana ma ʻAmelika Hui Pū ʻIa a e hoʻolilo ʻoi aku ma mua o US $ 4,5 biliona. kāna hana hana ma ʻAmelika Hui Pū ʻIa e 2025. , Hiki ke hoʻohui i 4,000 mau hana.

Ua ʻōlelo ʻo LG New Energy e hiki ke hoʻonui i ka nui o kāna hana pākaukau ma ʻAmelika Hui Pū ʻIa e 70GWh, akā hōʻole ʻo ia e hōʻike i kahi o ka mea kanu hou, me ka ʻōlelo wale ʻana e hoʻoholo i kahi o ka mea kanu i ka hapa mua o kēia makahiki.

I kēia mau lā, e like me ka hōʻike ʻana o ka nūhou haole, ʻelua mau kānaka i kamaʻāina i ka mea i hōʻike ʻia ua hoʻolālā ʻo LG New Energy e hoʻomaka i ka hana ʻana i kāna mau pihi 4680 kiʻekiʻe no Tesla ma 2023, a ke noʻonoʻo nei e kūkulu i nā waihona hana ma ʻAmelika Hui Pū ʻIa a me ʻEulopa.

Ma ka Poaha iho nei (Feberuari 4) ua olelo ae o General Motors e noonoo ana ia e hui pu me kona hoa hui hui o South Korea LG Chem no ke kukulu ana i ka lua o ka hale paahana ma Amerika Huipuia.Manaʻo ʻia e hoʻoholo i Iune.

Ua hōʻoia ʻo GM ma o kāna hui hui ʻo Ultium Cells LLC, ʻo ia ke "kūkākūkā i ka hiki ke kūkulu i ka lua o ka lua o nā mea hana pākaukau kiʻekiʻe loa ma United States" me LG New Energy.

Wahi a nā kānaka ʻelua i kamaʻāina i kēia mea, aia ʻo GM a me LG Chemical i nā kūkākūkā hohonu me nā luna o Tennessee no ke kūkulu ʻana i ka mea kanu, kahi i manaʻo ʻia aia ma kahi kokoke i ka hale ʻaha hui o Spring Hill o GM.E like ana ka nui o ka mea kanu hou me kona $2.3 biliona hui hui pākahi ma Lordstown, Ohio, i kēia manawa ke kūkulu ʻia nei.

Eia kekahi, i kēia manawa, ua hoʻolaha ʻo Hyundai Motor ma muli o ka pilikia o ke ahi, e hoʻomanaʻo ʻo ia e pili ana i 82,000 mau kaʻa uila maʻemaʻe a puni ka honua a hoʻololi i ka pā pākaukau holoʻokoʻa.Ma ka lā Malaki 5, e like me ka hōʻike ʻana o ka media Korea, ua ʻae ʻo Hyundai Motor a me LG Chem e kaʻana like i ke kumukūʻai o ka hoʻomanaʻo ʻana o 82,000 mau kaʻa uila no ka hoʻololi ʻana i ka pākaukau ma kahi ratio 3:7.Kuhi ʻia ka hoʻomanaʻo ʻana he 1.4 trillion won (ma kahi o 8 billion won).Yuan Renminbi).

Ma waho aʻe o LG Chem, ua hoʻolaha pū ʻia nā hui pākaukau ʻo South Korea ʻo Samsung SDI a me SKI i ka nūhou hoʻonui i kēia makahiki.

Wahi a nā moʻolelo o nā haole, ma Malaki 9, ua hōʻike ʻia nā kumu e noʻonoʻo ana ʻo Samsung SDI e hoʻolilo ma kahi o 300 billion won e hoʻonui i ka puka pākaukau o kāna mea kanu ʻo Tianjin e hoʻokō i nā pono o ka mākeke mobility uila.Ua ʻōlelo mai nā kumu e hoʻomaka paha ʻo Samsung SDI e hoʻonui i kāna hale hana i kēia makahiki, a ʻo kāna manaʻo nui paha i ka hoʻonui ʻana i ka mana hana o nā pā cylindrical e hoʻokō ai i ka piʻi nui ʻana o Kina.

I Pepeluali o kēia makahiki, ua hōʻike ka poʻe hoʻolaha haole e hoʻolālā pū ana ʻo Samsung SDI e hoʻolilo i 942 billion won ($849 miliona) i loko o kāna hale pākaukau Hungarian ma 2021. 30GWh a 40GWh).) A kūkulu ʻia kāna lua pākaukau ma Hungary.

Ua hoʻolaha pū ʻo South Korea SKI ma Ianuali 29 e hoʻolilo ʻo ia i 1.3 trillion won (ma kahi o US $1.16 biliona) no ke kūkulu ʻana i ke kolu o kāna mea kanu pākahi ma Hungary.Ua ʻōlelo ʻo SKI, ʻo ke kolu o kāna mea kanu ma Hungary he papahana lōʻihi.Ma ka makahiki 2028, hiki i ka huina kālā o kēia mea kanu i 2.6 trillion won.

Ma mua o kēia, ua kūkulu ʻo SKI i ka mea kanu pākahi mua ma Comeroon, Hungary, me ka nui o ka makahiki he 7.5GWh, a ke kūkulu ʻia nei ka lua o ka lua, me ka mana makahiki o 9GWh.

ʻO ka mana o ka honua holoʻokoʻa makahiki o SKI ma kahi o 40GWh, a ʻo kāna pahuhopu ka hoʻonui ʻana i ka mana hana ma kahi o 125GWh e 2025.

Wahi a nā helu helu hou loa o ka mākeke pākiki mana honua ma 2020 i hoʻokuʻu ʻia e ka hui loiloi ʻo South Korea ʻo SNE Research, ʻo ka mana o ka honua i hoʻokomo ʻia i nā ʻeke uila i nā kaʻa uila e hiki i ka 137GWh i 2020, kahi hoʻonui makahiki o 17%.

Ma waena o lākou, ʻo LG Chem ka lua ma ka honua me ka hiki ke hoʻokomo ʻia o 31GWh, ʻo Samsung SDI ka lima ma ka honua me ka mana hoʻokomo ʻia o 8GWh, a ʻo ka SKI o South Korea i ke ono o ka honua me kahi mana hoʻokomo o 7GWh.

Wahi a nā hōʻike media South Korea, ʻo LG Chem, Samsung SDI, a me SK i hui pū ʻia no 30.8% o ka mākeke honua no ka hoʻohana ʻana i nā kaʻa uila i kūʻai ʻia ma Ianuali o kēia makahiki.Eia kekahi, e like me ka ʻikepili hou loa i hoʻokuʻu ʻia e ka China Automotive Power Battery Industry Innovation Alliance i ka lā Malaki 11, i ka helu ʻana o nā ʻoihana uila mana o koʻu ʻāina e pili ana i ka hoʻouka ʻana i ka leo i Pepeluali, ʻo ka hui Korea wale nō ma ka papa inoa, LG Chem, kūlana kolu.

Eia hou, ua hoʻokuʻu pū ka hui noiʻi ʻo EVTank a me ka China Battery Industry Research Institute i ka "White Paper on the Development of China's New Energy Vehicle Industry (2021)."Hōʻike ka ʻikepili pepa keʻokeʻo i ka makahiki 2020, e hiki ke kūʻai aku i ka honua o nā kaʻa ikehu hou i 3.311 miliona mau ʻāpana, kahi hoʻonui makahiki o 49.8%.Ua wānana ka pepa keʻokeʻo e hiki ke kūʻai aku i ka honua o nā kaʻa ikehu hou i 16.4 miliona ma 2025, a ʻoi aku ka nui o ke komo ʻana ma mua o 20%.Ma nā ʻōlelo o nā ʻeke uila, hōʻike nā helu pepa keʻokeʻo i ka makahiki 2020, e hiki i ka 158.2GWh ka hoʻouna ʻana o ka honua holoʻokoʻa o nā ʻeke uila no nā kaʻa ikehu hou, a ke manaʻo ʻia nei ke koi ʻana i nā pihi mana e hiki i 919.4GWh e 2025.

Me nā manaʻolana maikaʻi, e hiki mai ana kahi kiʻekiʻe o ka hoʻonui pākaukau mana.Ma waho aʻe o nā ʻoihana pākaukau Korea, ʻo nā hōʻailona kūʻokoʻa ʻokoʻa kūloko i hōʻike ʻia e ka Ningde era e hoʻolalelale ana i ko lākou hoʻonui ʻana, a e hoʻokele pū i nā mea hana, nā pou maikaʻi a maikaʻi ʻole.ʻO ka hoʻonui hiki ke hoʻonui i ke kaulahao ʻoihana holoʻokoʻa e pili ana i nā lako, nā kumuwaiwai cobalt-lithium upstream, electrolytes, diaphragms, copper foils, a me nā alumini alumini.