琛?涓??ㄦ??

8?????垫?琛?涓?璧?璁??涓?锛?

2021-08-21

8?????垫?琛?涓?璧?璁??涓?锛?

1???歌?锛?瀹?寰锋?朵唬582浜垮法棰?瀹?澧????????衡??锛?

8??12?ワ?涓?浜垮??煎法澶村?寰锋?朵唬????82浜垮????澶╀环??瀹?澧?锛????剁?瑰?涓?棰????稿脊??寮??告?翠釜??璧???????/span>93浜垮???ㄤ?琛ュ??娴??ㄨ???澶?锛?????璧???灏??ㄩ?ㄧ?ㄤ?绂?榧??朵唬??绂诲??垫???浜у?哄?般??骞夸???搴??朵唬??绂诲??垫???浜ч」???????姹????朵唬?ㄥ?????ㄨ?介??绂诲??垫?????涓???浜ч」??/span>(????)??瀹?寰疯?????朵唬??绂诲??ㄥ???垫???浜у?哄?伴」??/span>(杞﹂??婀鹃」??/span>)??瀹?寰锋?朵唬婀?瑗块??绂诲??垫??╁缓椤圭??/span>(浜???)??瀹?寰锋?朵唬?拌?芥???杩?????????涓?搴??ㄩ」????

582浜胯???????涓???扮??????虫??浜?楠?浜恒??瑕??ラ??锛?杩?涓???璧?瑙?妯″凡瓒?杩?瀹?寰锋?朵唬2020骞?/span>503浜垮?????ヤ??跺?ャ??璐㈡?ユ?剧ず锛?瀹?寰锋?朵唬2020骞磋?ヤ??跺??/span>503.19浜垮??锛???姣?澧???/span>9.9%锛????╂鼎55.83浜垮??锛???姣?澧???/span>22.43%??涔?灏辨???锛?瀹?寰锋?朵唬瑕?骞测??10骞存??璧?浜?1娆″?澧????扁????

????锛?A??/span>4400澶?瀹朵?甯????镐腑锛?浠???265瀹跺???哥??甯??艰?杩?582浜垮????瀹?寰锋?朵唬杩?娉㈠???锛?绛?浜???????/span>IPO浜?涓?涓?/span>A?℃??????300??澶у???搞??褰?骞村?寰锋?朵唬IPO锛???璧?瑙?妯′?瓒?杩?56.5浜垮??锛??稿?浜?杩?娆″????璧???棰????骞?/span>IPO??10??澶???

2???ㄧ???虹?扳???垫?????

姹借溅琛?涓?????????????杩?娌℃??缁???锛??ㄧ??甯??鸿??????虹?板?ㄥ???垫?渚?搴?涓?瓒崇????????ュ?? ???????舵?ャ????璁跨??澶?瀹剁?垫?浼?涓??????浜?琛?涓??????垫????????????绌剁?????釜????瀵艰? ???垫?????锛????ユ??涔?瑙e?宠?涓????锛????????舵?ャ??璁拌??瀵规?杩?琛?浜?璋??ャ?? ?垫?澧?浜ц?涓?涓?姹借溅??姹? ?垫???己??璀﹂???ㄤ?骞村勾??宸茬??插????浠?骞?/span> 1 ??锛??规??????濮?浜洪┈????灏卞?ㄨ储?ヤ?璁??琛 绀猴??垫?渚?搴?宸茬???涓衡???????靛?ㄦ苯杞︽????????纰?????浠?骞?/span> 3 ??锛????ユ苯杞﹀??濮?浜烘????琛ㄧず锛? 浠?骞翠?瀛e害?垫?渚?搴?灏???????澶х?堕???浠?骞?/span> 5 ??锛?瀹?寰锋?朵唬?鹃???诧????镐骇???虹?颁?搴?绱у??????锛?璇ュ???歌?d??挎?炬?缇よ???杩?琛ㄧず锛?瀹㈡?锋??杩???揣璁╀???蹇???涓?浜?浜?????

??????娑ㄤ环???俱???︿?涓??煎?娉ㄦ??????????垫?????????浠锋?煎ぇ娑ㄣ??????版???剧ず锛?浣?涓虹?垫??佃В娑茬????瑕? ????锛????纾烽?搁????浠锋?艰??ュ凡缁?瓒?杩?姣???/span> 30 涓???锛??告??╀??跺???? 10 涓???/?ㄧ???ヤ环????涓? 娑ㄣ??涓???浜哄+瀵广???????舵?ャ??浠?缁?绉帮??变?琛?涓??ㄦ?杈?楂?锛?浠?骞翠???骞达??藉?????纾烽?搁??娌℃?? ?板?????浜ц?姐??琛?涓??版???剧ず锛??藉?????纾烽?搁???板???浜ц?戒富瑕???涓??ㄥぉ璧???????澶?姘?澶?涓ゅ? 浼?涓?锛??舵?板???浜ц?藉?烘????????涓??ㄤ???骞撮???俱?? ?ㄥ???垫?涓?定浠风??杩?涓?姝㈠???纾烽?搁????瑗块?ㄨ??稿?ㄨ?????甯???涓?浠界???ヤ腑琛ㄧず锛?褰??剁?垫? 绾х⒊?搁??甯??轰环?间负 8.95 涓???/???杈?浠?骞村勾??涓?娑?/span> 66.30锛?锛???姘㈡哀????甯??轰环?间负 7.98 涓? ??/???杈?浠?骞村勾??涓?娑?/span> 50.71锛???杩?浜?涓?娓稿??????????己涓?浠锋?间?娑ㄩ???朵??垫?浼?涓?蹇???澧???澶ч??浜ц?界?????芥?с??

?㈠????垫?????锛?瀹?寰锋?朵唬??姣?浜?杩???涓??????点????宸㈣?芥???浜跨含???界??垫?浼?涓??藉凡? 甯?浜??╀骇璁″??????缁?璁℃?剧ず锛?浠?骞翠???骞达?涓??藉?瀹跺?ㄥ???垫?浼?涓??╁ぇ??浼???浜ц?界???稿?虫??璧? 椤圭????/span> 57 绗?锛??绘??璧?瑙???瓒? 3500 浜垮?????ㄦ捣澶?锛?LG ??瀛︺??涓??? SDI???句?绛?浼?涓?涔????╀骇? 浣???????锛????藉凡缁????ㄧ????澶х???ㄥ???垫???浜у?姐???规???宸ヤ骇涓???绌堕???GGII锛???????版??? 2020 骞达??ㄧ?????????垫?浼?涓?涓??涓??戒?涓?????/span> 6 甯??????负瀹?寰锋?朵唬??姣?浜?杩???涓??????点?? 杩???/span> AESC???借僵楂?绉???浜跨含???斤???璁″??轰唤棰?杈?/span> 41.1%??

3????姘㈢?垫??????峰??拌?灞?

?ュ??锛?涓??界?瀛﹂?㈤?挎?ュ??ㄥ??瀛︾??绌舵???挎??????????绉?????灞?璁″??椤圭????瀹芥俯璐?阿???????ㄥ????姘㈢?垫???浜у??搴??ㄢ???疯?灞???

?ㄥ?????????圭???????椤圭????璧??╀?锛??挎?ュ?????绉????㈤??寮?灞?瀹芥俯??姘㈢?垫???????浜т????抽???????诲?筹?缁?杩?3骞村????锛?寮????哄?娓╁???????垮??藉????楂?瀹归????涓?绉??板???峰?娓╅??姘㈢?垫??ㄧ???璐?阿????????浜ф???????朵腑楂?瀹归????????????澶ч?瀹?瀹归??涓?/span>350 mAh/g锛?瀹芥俯??璐?阿??????/span>-45????60????瀹归????涓洪?瀹?瀹归????80%浠ヤ???姝ゅ?锛?绉???浜哄????杩?浼?????姘㈢?垫??????杩?涓?姝ュ????哄?ㄥ?娓╋?-45??~60??锛?搴??ㄧ??澶?绉????风??瀹芥俯??姘㈢?垫???浜ф?????瀹芥俯??姘㈢?垫???/span>-45????60?????剧?靛???涓洪?瀹?瀹归????80锛?浠ヤ?锛?涓?璇ョ被?垫???/span>-40??涓?1C???剧?靛惊??/span>100娆″???淇?????澶т?90锛???

璇ラ」??凡寤烘??骞翠骇?惧?ㄧ骇璐?阿????浠ュ??骞翠骇??涓?Ah?垫???瑙?妯$??浜х嚎锛?瀹??颁?璐?阿??????瀹芥俯??姘㈢?垫???浜т???骞惰?峰?搴??ㄣ??璇ラ」????绌舵???寸?宠?涓??藉????涓???/span>4椤癸??靛ご?跺?浜??版?瑰?????????3椤广??璇ョ被??姘㈢?垫??锋??楂?姣??姐??澶у??????蹇??????剧?点??瀹??ㄦ?уソ???垮??界??圭?癸???箍娉?搴??ㄤ??靛?ㄨ溅杈?浠ュ????淇$?靛?绛?棰????垫?绯荤?锛?骞跺??负澶у??楂??????澶??????拌??瀵?璁惧?浠ュ??楂?瀵?/楂????板?虹???介??瀛??ㄦ??渚??板???垫?绯荤?锛??锋??骞块??搴??ㄥ??????

4???ㄥ???垫?瑁??洪?????????? ?煎?婕?????娴?娑???/span>

琚?/span>LG??瓒?锛?瀹?寰锋?惧け绗????浠?骞?/span>5??锛?寰???浜??戒骇Model y ??????澧?锛?LG?芥?瑙e?虫?规??ㄥ???垫?瑁??洪??楠ゅ???/span>5.7GWh锛?杈?涔???缈讳?3.5????????瓒?瓒?瀹?寰锋?朵唬锛???/span>2020骞翠?瀛e害??锛???娆″??涓??ㄥ???垫?瑁??洪??绗????浣?缃?????涓??ㄥ?????涓?锛?寰???浜?5????杩???????锛?LG?芥?瑙e?虫?规?涓?瀹?寰锋?朵唬??宸??涔?杩?涓?姝ョ缉灏???浠?骞?/span>1-5??锛?灏界?瀹?寰锋?朵唬淇?浣?浜?甯?????姒?棣???浣?缃??浣?浠?浠?棰???LG?芥?瑙e?虫?规?0.5%??杩?琛ㄦ??锛??ㄥ?ㄥ???垫?????榫?澶村?颁???浜?澶轰?锛?寮?甯告?????????????????锛?????瀵规??LG?芥?瑙e?虫?规??ㄧ?垫?棰?????杩????╁???

5???????′唤涓???骞村???╁?骞?瓒? 6 ?? 涓ゅぇ?稿?涓??¢?????

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8 ?? 10 ?ユ???达??????′唤????/span> 2021 骞村??骞存?ワ????稿??拌?ヤ??跺??/span> 99.47 浜垮??锛???姣?澧???/span>209.82%锛????╂鼎 7.60 浜垮??锛???姣?澧???/span> 659.15%?? ?????′唤涓?缁╁ぇ骞?涓?娑ㄤ富瑕?寰???浜????垫????????????涓ゅぇ ?稿?涓??″?卞????????

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2021骞翠???骞达?????浜?涓?娓哥?垫?瀹㈡?烽??姹???缁??虹??锛??????′唤???垫????涓??℃?诲?鸿揣?? 6.4涓??????姣?澧???/span> 74.41%锛?瀹??颁富?ヤ??℃?跺??/span> 46.74 浜垮??锛???姣?澧???/span> 87.34%锛?瀹??板???╂鼎 4.60 浜垮??锛???姣?澧??块?杈?/span> 1327.91%??灏ゅ?跺?ㄥ?ㄧ???拌?芥?姹借溅浜т??炬??缁??搴︽??????????锛??????′唤璐???涓??¤〃?颁寒?硷?瀹??板?鸿揣??4.16涓??????姣?澧???/span> 107.79%锛?瀹??颁富?ヤ??℃?跺??/span> 16.46 浜垮??锛???姣?澧???/span> 72.71%锛?骞跺? ???ц?介?????楂?瀹归??蹇???????锛?????娴峰?瀹㈡?峰?鸿揣????姣?澧???/span> 131%???????′唤琛ㄧず锛???涓?璐??????稿??浜?澶у??峰?鸿揣????姣???缁?????锛?瀹㈡?风???杩?涓?姝ヤ?????? ??????锛?璐??????稿??板???╂鼎 2.64 浜垮??锛???姣?澧???/span> 780.08%锛?瀹??板???╂鼎 2.31 浜垮??锛???姣?澧???/span> 828.59%???煎??虫敞??????????′唤楂??介??瀵?搴?/span> 3C 蹇???浜洪???冲ⅷ???鸿揣??澶?浜??ㄧ??棰????颁?????骞存?ユ?剧ず锛????颁?浠e揩??绫讳骇??锛?3C??5C锛?宸茬??ㄥ?ㄧ??涓绘?娑?璐圭被浼?涓?璇?浜э?棰?璁?/span> 2022 骞村?ㄩ?㈠??ワ??????′唤蹇???娑?璐圭被浜у??灏?缁х画棰???甯??恒??涓???骞存?????′唤???纾烽?搁??浜х嚎杈句骇锛??ㄥ???纾烽?搁??娑ㄤ环?????典?锛?涓?浠?淇???浜???韩???? ????渚?搴?锛?杩?????????浜??佃В娑蹭??$?????╂按骞炽?????瑙o??????′唤宸茬????ㄩ????浜???椤圭???璁″???板缓???纾烽?搁??浜ц??/span>2000???椤圭????浜у??锛?灏?????淇??????哥?佃В娑茬??????渚?搴???

6??涓???????/span> 50GWh ?ㄥ???垫????ㄨ?界?垫?椤圭???芥?峰????/span>

8??10?ワ?涓??????典????ュ?绛剧讲??璧???璁??涓???????/span> 50GWh ?ㄥ???垫????ㄨ?界?垫?浜т?? ?伴」???寮??芥?峰???ャ?? ?版???剧ず锛?浠?骞?/span> 1-6 ??锛????藉?ㄥ???垫?瑁?杞﹂??绱??杈?/span> 52.5GWh锛???姣?绱??涓??? 200.3%??? 涓??涓??????佃??洪??涓?/span> 3.63GWh锛???姣???澧? 377.6%锛??ㄥ?藉???ㄥ???垫?浼?涓?涓?????绗???浣???涓鸿? 涓?姝ユ????浜ц?斤?涓??????垫?板缓椤圭????璧???搴﹂??姝ュ??澶с??7 ?? 31 ?ワ?璇ュ?镐?浜?姝︽?????浜у?哄?伴」 ???寮?寮?宸ワ?椤圭???绘??璧? 100 浜垮???????ラ」?????藉?锛?灏???涓哄?跺?????╁???渚?淇??????虫?锛?涓 ?????靛?辨?ユ??甯稿???娲??炽???﹂?ㄣ?????姐??姝︽??????ュ??ぇ浜т??哄?般?? 姝ゅ?锛??????藉??澶??拌?芥?姹借溅??蹇?????灞?锛??ㄥ???垫?浜﹁??ュ揩杞﹂???????ㄧ??版???剧ず锛??? ?藉?ㄥ???垫???姹???/span> 2025 骞存??瓒?杩? 369GWh锛?娴峰??ㄥ???垫???姹?绾︿负 524GWh锛??ㄧ??绱???ㄥ???垫? ??姹??ヨ? 900GWh锛???涓??ㄨ?姐??杞诲??杞︾??朵??烘????姹?锛?2025 骞村?ㄧ?????垫???姹?灏?杩???/span> TWh ? 浠c???ㄦ??????锛?浜ц?藉?灞?灏???涓哄??澶х?垫?浼?涓?甯?灞????ョ????瑕????ユ??娈碉?涓??????典????峰?姝ゃ??

7??杩????ㄥ???????ユ????澶у?ㄥ???垫?宸ュ??

???濯??ラ??锛?杩??ワ?杩?????????㈡??涓??ㄥ???垫????歌????ㄥ??锛?Envision AESC锛?瀹e?灏??ㄦ?ユ???ㄥ???挎?板缓涓?搴ц?绾х?垫?宸ュ??锛??????ㄥ?ㄦ?ユ???靛?ㄥ??杞???锛?瀹???/span>2050?剁⒊???剧??????杩?涔??????杩????ㄥ??瀹e??峰??介??涓?绾垮??疯???骞跺?ㄦ??姐???卞?借?藉?板?ㄥ???垫?宸ュ????锛??介????甯?灞?????搴︽繁?????ㄥ???垫?宸ュ??涓?浠?灏???涓烘?ユ????澶х????浣??ㄥ???垫?宸ュ??锛?杩?灏????ユ???涓??板?????浣?纰冲?????ㄥ???垫?宸ュ????

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8??缇??兼补宸ㄥご Phillips 66 ??澶ц?妯¤????靛?ㄦ苯杞︾?垫?棰???

缇??界???澶х?兼补?? Phillips 66 ?? CEO ?奸?锋??/span>-???板痉锛?Greg Garland锛??ㄤ?琛ㄧず锛?璇ュ??? 姝h?????????村箍娉???琛????寮????ㄤ??靛?ㄦ苯杞﹀??瀛??ㄧ郴缁????垫?缁?浠讹?浠ュ??蹇?????崇??????? ?????芥???杞?????Phillips 66 ??澶ч?ㄥ???╂鼎?ヨ???虫补?煎?讹?浣?????璇ュ???稿凡??涓虹?冲ⅷ????澶 渚?搴???涔?涓?锛??冲ⅷ???靛?ㄦ苯杞︾???抽???ㄤ欢??璇ュ???告??杩???绔?浜?涓?涓????板?磋?芥????ㄩ???浠ユ?㈢储 姘㈠??浣?纰崇???????板??恒?????板痉琛ㄧず锛???缇??界?兼补涓??℃???ュ?浼?缂╁?锛???涓????╁ぇ???? ?垫???绌跺????浣?灏?涓???灞???浜?瑙?妯″?浣??╂鼎涓板????????涓??°??Phillips 66 ?版????涓??♀?? ??涓哄?堕???靛?ㄦ苯杞︾?垫??冲ⅷ?虫???????告??渚?????????浠峰?艰?杩? 10 浜跨?????璇ュ???搁?甯???ュ? M ark Lashier 琛ㄧず锛?????浠?????ㄤ环?奸?句腑???ユ?村ぇ??浣??ㄣ????浠???ㄧ??绌舵?存?′环?奸?撅?浠ュ?? 濡?浣???濂藉?版?村??瀹?浠????????ㄨ??╂?讹?Phillips 66 ??璧? 1.5 浜跨????惰喘浜?婢冲ぇ?╀? Novonix ???哥?? 16%?′唤锛????????瀹跺??兼补????骇????宸ユ???靛?ㄦ苯杞︾?垫??ㄥ?????冲ⅷ?????搞???╀?? ??锛?璇ュ???歌?涓??卞??/span> Faradion ???歌揪??浜?涓?椤规??????璁??浠ュ?????绂诲??垫???????????绂诲?? 姹????︿?绉??ㄤ??ㄨ?藉??澶??ㄧ?垫?????杩??垫???

9?????ㄥ??ㄧ??介?澶?寤轰袱搴х?佃??伐??

???濯??ラ??锛????ㄥ?冲??ㄧ??介?澶???寤轰袱搴х?靛?ㄦ苯杞︾?佃???绾у伐????褰???璇ュ???稿凡缁???涓 搴х?佃??伐??姝e?ㄥ缓璁句?涓??????ㄨ〃绀猴?????浠???ㄧ??芥?╁ぇ?佃????浜ц?妯°???や?褰???姝e?ㄥ缓璁捐?绋?涓???涓ゅ骇宸ュ??涔?澶?锛???浠??灏??ㄨ???棰?澶???寤轰袱搴х?佃??伐????杩?浜?宸ュ??灏???渚?????涓?涓?涓???ソ??灏变?宀?浣?锛??????? 姹???????锛???浠??灏?娣诲???村?浜ц?姐????褰??????ㄦ??ㄤ??剁?垫????ュ??浣?浼?浼?/span> LG ??瀛︽??涓??? LG ?芥?瑙e?虫?规?涓?璧凤?涓哄缓璁剧?佃???搴??惧????澶??????瑰??/span> 2020 骞存??绔?浜?Ultium Cells LLC ??璧?浼?涓?锛?涓ゅ????哥?????℃?渚???涓?/span>50%锛?璇ュ??璧?浼?涓?浣?浜?淇?浜ヤ?宸?娲?寰锋???︼?Lordstown锛???绗??搴у伐??宸茶??ュ????寤鸿??舵?锛?璇ュ伐??骞 浜ц?戒负 30 GWh锛?棰?璁″?浜? 2022 骞存??浜с??浠?骞?/span> 4 ??锛?Ultium Cells 瀹e?灏??ㄧ?扮撼瑗垮???????甯?灏?锛?Spring Hill锛?寤鸿?绗??搴ч???垫?宸ュ????棰?璁¤?搴у伐??灏?涓哄??开???? Lyriq 杞﹀??渚?搴??垫?锛?璇ヨ溅??????浜у?板???蜂?浜??扮撼瑗垮???姝ゅ?锛??ㄥ?????板??璁存????????靛?ㄦ苯杞︿?灏??峰?璇ュ伐???? ?佃???搴???????灏?涓?娓?妤????ㄦ?板???涓ゅ骇宸ュ?????︿??朵?涓?LG?芥?瑙e?虫?规??卞????浜э?杩????涓??朵??垫??堕??????浣????ㄧ?杩????浜ц?芥?╁缓涔???锛?棰?璁℃???ラ???ㄧ???佃??勾浜ц?藉?浼?瓒?杩? 100 GWh锛????虫?????芥?ヨ? 150 ??/span> 200 GWh??

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8?????垫?琛?涓?璧?璁??涓?锛?

2021-08-21

8?????垫?琛?涓?璧?璁??涓?锛?

1???歌?锛?瀹?寰锋?朵唬582浜垮法棰?瀹?澧????????衡??锛?

8??12?ワ?涓?浜垮??煎法澶村?寰锋?朵唬????82浜垮????澶╀环??瀹?澧?锛????剁?瑰?涓?棰????稿脊??寮??告?翠釜??璧???????/span>93浜垮???ㄤ?琛ュ??娴??ㄨ???澶?锛?????璧???灏??ㄩ?ㄧ?ㄤ?绂?榧??朵唬??绂诲??垫???浜у?哄?般??骞夸???搴??朵唬??绂诲??垫???浜ч」???????姹????朵唬?ㄥ?????ㄨ?介??绂诲??垫?????涓???浜ч」??/span>(????)??瀹?寰疯?????朵唬??绂诲??ㄥ???垫???浜у?哄?伴」??/span>(杞﹂??婀鹃」??/span>)??瀹?寰锋?朵唬婀?瑗块??绂诲??垫??╁缓椤圭??/span>(浜???)??瀹?寰锋?朵唬?拌?芥???杩?????????涓?搴??ㄩ」????

582浜胯???????涓???扮??????虫??浜?楠?浜恒??瑕??ラ??锛?杩?涓???璧?瑙?妯″凡瓒?杩?瀹?寰锋?朵唬2020骞?/span>503浜垮?????ヤ??跺?ャ??璐㈡?ユ?剧ず锛?瀹?寰锋?朵唬2020骞磋?ヤ??跺??/span>503.19浜垮??锛???姣?澧???/span>9.9%锛????╂鼎55.83浜垮??锛???姣?澧???/span>22.43%??涔?灏辨???锛?瀹?寰锋?朵唬瑕?骞测??10骞存??璧?浜?1娆″?澧????扁????

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2021骞翠???骞达?????浜?涓?娓哥?垫?瀹㈡?烽??姹???缁??虹??锛??????′唤???垫????涓??℃?诲?鸿揣?? 6.4涓??????姣?澧???/span> 74.41%锛?瀹??颁富?ヤ??℃?跺??/span> 46.74 浜垮??锛???姣?澧???/span> 87.34%锛?瀹??板???╂鼎 4.60 浜垮??锛???姣?澧??块?杈?/span> 1327.91%??灏ゅ?跺?ㄥ?ㄧ???拌?芥?姹借溅浜т??炬??缁??搴︽??????????锛??????′唤璐???涓??¤〃?颁寒?硷?瀹??板?鸿揣??4.16涓??????姣?澧???/span> 107.79%锛?瀹??颁富?ヤ??℃?跺??/span> 16.46 浜垮??锛???姣?澧???/span> 72.71%锛?骞跺? ???ц?介?????楂?瀹归??蹇???????锛?????娴峰?瀹㈡?峰?鸿揣????姣?澧???/span> 131%???????′唤琛ㄧず锛???涓?璐??????稿??浜?澶у??峰?鸿揣????姣???缁?????锛?瀹㈡?风???杩?涓?姝ヤ?????? ??????锛?璐??????稿??板???╂鼎 2.64 浜垮??锛???姣?澧???/span> 780.08%锛?瀹??板???╂鼎 2.31 浜垮??锛???姣?澧???/span> 828.59%???煎??虫敞??????????′唤楂??介??瀵?搴?/span> 3C 蹇???浜洪???冲ⅷ???鸿揣??澶?浜??ㄧ??棰????颁?????骞存?ユ?剧ず锛????颁?浠e揩??绫讳骇??锛?3C??5C锛?宸茬??ㄥ?ㄧ??涓绘?娑?璐圭被浼?涓?璇?浜э?棰?璁?/span> 2022 骞村?ㄩ?㈠??ワ??????′唤蹇???娑?璐圭被浜у??灏?缁х画棰???甯??恒??涓???骞存?????′唤???纾烽?搁??浜х嚎杈句骇锛??ㄥ???纾烽?搁??娑ㄤ环?????典?锛?涓?浠?淇???浜???韩???? ????渚?搴?锛?杩?????????浜??佃В娑蹭??$?????╂按骞炽?????瑙o??????′唤宸茬????ㄩ????浜???椤圭???璁″???板缓???纾烽?搁??浜ц??/span>2000???椤圭????浜у??锛?灏?????淇??????哥?佃В娑茬??????渚?搴???

6??涓???????/span> 50GWh ?ㄥ???垫????ㄨ?界?垫?椤圭???芥?峰????/span>

8??10?ワ?涓??????典????ュ?绛剧讲??璧???璁??涓???????/span> 50GWh ?ㄥ???垫????ㄨ?界?垫?浜т?? ?伴」???寮??芥?峰???ャ?? ?版???剧ず锛?浠?骞?/span> 1-6 ??锛????藉?ㄥ???垫?瑁?杞﹂??绱??杈?/span> 52.5GWh锛???姣?绱??涓??? 200.3%??? 涓??涓??????佃??洪??涓?/span> 3.63GWh锛???姣???澧? 377.6%锛??ㄥ?藉???ㄥ???垫?浼?涓?涓?????绗???浣???涓鸿? 涓?姝ユ????浜ц?斤?涓??????垫?板缓椤圭????璧???搴﹂??姝ュ??澶с??7 ?? 31 ?ワ?璇ュ?镐?浜?姝︽?????浜у?哄?伴」 ???寮?寮?宸ワ?椤圭???绘??璧? 100 浜垮???????ラ」?????藉?锛?灏???涓哄?跺?????╁???渚?淇??????虫?锛?涓 ?????靛?辨?ユ??甯稿???娲??炽???﹂?ㄣ?????姐??姝︽??????ュ??ぇ浜т??哄?般?? 姝ゅ?锛??????藉??澶??拌?芥?姹借溅??蹇?????灞?锛??ㄥ???垫?浜﹁??ュ揩杞﹂???????ㄧ??版???剧ず锛??? ?藉?ㄥ???垫???姹???/span> 2025 骞存??瓒?杩? 369GWh锛?娴峰??ㄥ???垫???姹?绾︿负 524GWh锛??ㄧ??绱???ㄥ???垫? ??姹??ヨ? 900GWh锛???涓??ㄨ?姐??杞诲??杞︾??朵??烘????姹?锛?2025 骞村?ㄧ?????垫???姹?灏?杩???/span> TWh ? 浠c???ㄦ??????锛?浜ц?藉?灞?灏???涓哄??澶х?垫?浼?涓?甯?灞????ョ????瑕????ユ??娈碉?涓??????典????峰?姝ゃ??

7??杩????ㄥ???????ユ????澶у?ㄥ???垫?宸ュ??

???濯??ラ??锛?杩??ワ?杩?????????㈡??涓??ㄥ???垫????歌????ㄥ??锛?Envision AESC锛?瀹e?灏??ㄦ?ユ???ㄥ???挎?板缓涓?搴ц?绾х?垫?宸ュ??锛??????ㄥ?ㄦ?ユ???靛?ㄥ??杞???锛?瀹???/span>2050?剁⒊???剧??????杩?涔??????杩????ㄥ??瀹e??峰??介??涓?绾垮??疯???骞跺?ㄦ??姐???卞?借?藉?板?ㄥ???垫?宸ュ????锛??介????甯?灞?????搴︽繁?????ㄥ???垫?宸ュ??涓?浠?灏???涓烘?ユ????澶х????浣??ㄥ???垫?宸ュ??锛?杩?灏????ユ???涓??板?????浣?纰冲?????ㄥ???垫?宸ュ????

????锛?璇ュ伐????????ㄥ???ㄦ?ユ??缓璁剧??绗??搴х?垫?宸ュ??锛?瑙???浜ц??/span>18GWh锛??ㄩ?ㄦ??浜у????负300,000?扮?靛?ㄦ苯杞︽??渚??ㄦ?颁?浠e?ㄥ???垫?浜у??锛?涓???宸ュ??灏?浜?2024骞村?濮???浜с???╃?ㄨ?????????㈠?ㄧ???藉?ㄦ???剁⒊瑙e?虫?规?锛?璇ュ伐??璁″??灏?浠???浜т?濮?瀹??拌??ョ⒊涓?????

8??缇??兼补宸ㄥご Phillips 66 ??澶ц?妯¤????靛?ㄦ苯杞︾?垫?棰???

缇??界???澶х?兼补?? Phillips 66 ?? CEO ?奸?锋??/span>-???板痉锛?Greg Garland锛??ㄤ?琛ㄧず锛?璇ュ??? 姝h?????????村箍娉???琛????寮????ㄤ??靛?ㄦ苯杞﹀??瀛??ㄧ郴缁????垫?缁?浠讹?浠ュ??蹇?????崇??????? ?????芥???杞?????Phillips 66 ??澶ч?ㄥ???╂鼎?ヨ???虫补?煎?讹?浣?????璇ュ???稿凡??涓虹?冲ⅷ????澶 渚?搴???涔?涓?锛??冲ⅷ???靛?ㄦ苯杞︾???抽???ㄤ欢??璇ュ???告??杩???绔?浜?涓?涓????板?磋?芥????ㄩ???浠ユ?㈢储 姘㈠??浣?纰崇???????板??恒?????板痉琛ㄧず锛???缇??界?兼补涓??℃???ュ?浼?缂╁?锛???涓????╁ぇ???? ?垫???绌跺????浣?灏?涓???灞???浜?瑙?妯″?浣??╂鼎涓板????????涓??°??Phillips 66 ?版????涓??♀?? ??涓哄?堕???靛?ㄦ苯杞︾?垫??冲ⅷ?虫???????告??渚?????????浠峰?艰?杩? 10 浜跨?????璇ュ???搁?甯???ュ? M ark Lashier 琛ㄧず锛?????浠?????ㄤ环?奸?句腑???ユ?村ぇ??浣??ㄣ????浠???ㄧ??绌舵?存?′环?奸?撅?浠ュ?? 濡?浣???濂藉?版?村??瀹?浠????????ㄨ??╂?讹?Phillips 66 ??璧? 1.5 浜跨????惰喘浜?婢冲ぇ?╀? Novonix ???哥?? 16%?′唤锛????????瀹跺??兼补????骇????宸ユ???靛?ㄦ苯杞︾?垫??ㄥ?????冲ⅷ?????搞???╀?? ??锛?璇ュ???歌?涓??卞??/span> Faradion ???歌揪??浜?涓?椤规??????璁??浠ュ?????绂诲??垫???????????绂诲?? 姹????︿?绉??ㄤ??ㄨ?藉??澶??ㄧ?垫?????杩??垫???

9?????ㄥ??ㄧ??介?澶?寤轰袱搴х?佃??伐??

???濯??ラ??锛????ㄥ?冲??ㄧ??介?澶???寤轰袱搴х?靛?ㄦ苯杞︾?佃???绾у伐????褰???璇ュ???稿凡缁???涓 搴х?佃??伐??姝e?ㄥ缓璁句?涓??????ㄨ〃绀猴?????浠???ㄧ??芥?╁ぇ?佃????浜ц?妯°???や?褰???姝e?ㄥ缓璁捐?绋?涓???涓ゅ骇宸ュ??涔?澶?锛???浠??灏??ㄨ???棰?澶???寤轰袱搴х?佃??伐????杩?浜?宸ュ??灏???渚?????涓?涓?涓???ソ??灏变?宀?浣?锛??????? 姹???????锛???浠??灏?娣诲???村?浜ц?姐????褰??????ㄦ??ㄤ??剁?垫????ュ??浣?浼?浼?/span> LG ??瀛︽??涓??? LG ?芥?瑙e?虫?规?涓?璧凤?涓哄缓璁剧?佃???搴??惧????澶??????瑰??/span> 2020 骞存??绔?浜?Ultium Cells LLC ??璧?浼?涓?锛?涓ゅ????哥?????℃?渚???涓?/span>50%锛?璇ュ??璧?浼?涓?浣?浜?淇?浜ヤ?宸?娲?寰锋???︼?Lordstown锛???绗??搴у伐??宸茶??ュ????寤鸿??舵?锛?璇ュ伐??骞 浜ц?戒负 30 GWh锛?棰?璁″?浜? 2022 骞存??浜с??浠?骞?/span> 4 ??锛?Ultium Cells 瀹e?灏??ㄧ?扮撼瑗垮???????甯?灏?锛?Spring Hill锛?寤鸿?绗??搴ч???垫?宸ュ????棰?璁¤?搴у伐??灏?涓哄??开???? Lyriq 杞﹀??渚?搴??垫?锛?璇ヨ溅??????浜у?板???蜂?浜??扮撼瑗垮???姝ゅ?锛??ㄥ?????板??璁存????????靛?ㄦ苯杞︿?灏??峰?璇ュ伐???? ?佃???搴???????灏?涓?娓?妤????ㄦ?板???涓ゅ骇宸ュ?????︿??朵?涓?LG?芥?瑙e?虫?规??卞????浜э?杩????涓??朵??垫??堕??????浣????ㄧ?杩????浜ц?芥?╁缓涔???锛?棰?璁℃???ラ???ㄧ???佃??勾浜ц?藉?浼?瓒?杩? 100 GWh锛????虫?????芥?ヨ? 150 ??/span> 200 GWh??

 

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