The production and sales of lithium iron phosphate with blade battery in BYD pure electric vehicle is expected to maintain high growth.

๊ฒŒ์‹œ๋จ: Mar 18, 2022 10:33
BYD's pure electric vehicles are expected to maintain high growth in production and sales of lithium iron phosphate with blade batteries. In response to investors' questions on the "Interactive easy" platform of the Shenzhen Stock Exchange on March 15, BYD said: the company's pure electric vehicles are fully equipped with blade batteries, and the blade battery can be charged and discharged more than 3000 times. Blade battery is a battery product released by BYD on March 29, 2020. Compared with the traditional battery pack with only 40% space utilization, the BYD blade battery pack can achieve more than 60% space utilization, which can greatly improve the mileage.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
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์‹ ์—๋„ˆ์ง€์ฐจ๋„ ๋„๋กœ ์œ ์ง€๋น„๋ฅผ ๋‚ด์•ผ ํ•˜๋‚˜? ๊ด€๊ณ„์ž๊ฐ€ ๋ฐํžŒ โ€˜๋„๋กœ ์œ ์ง€๋น„โ€™ ํฌํ•จ ์„ธ์ œ ๊ฐœํŽธ
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์‹ ์—๋„ˆ์ง€์ฐจ๋„ ๋„๋กœ ์œ ์ง€๋น„๋ฅผ ๋‚ด์•ผ ํ•˜๋‚˜? ๊ด€๊ณ„์ž๊ฐ€ ๋ฐํžŒ โ€˜๋„๋กœ ์œ ์ง€๋น„โ€™ ํฌํ•จ ์„ธ์ œ ๊ฐœํŽธ
๋” ๋ณด๊ธฐ
์‹ ์—๋„ˆ์ง€์ฐจ๋„ ๋„๋กœ ์œ ์ง€๋น„๋ฅผ ๋‚ด์•ผ ํ•˜๋‚˜? ๊ด€๊ณ„์ž๊ฐ€ ๋ฐํžŒ โ€˜๋„๋กœ ์œ ์ง€๋น„โ€™ ํฌํ•จ ์„ธ์ œ ๊ฐœํŽธ
์‹ ์—๋„ˆ์ง€์ฐจ๋„ ๋„๋กœ ์œ ์ง€๋น„๋ฅผ ๋‚ด์•ผ ํ•˜๋‚˜? ๊ด€๊ณ„์ž๊ฐ€ ๋ฐํžŒ โ€˜๋„๋กœ ์œ ์ง€๋น„โ€™ ํฌํ•จ ์„ธ์ œ ๊ฐœํŽธ
์ตœ๊ทผ ์ง€์†์ ์œผ๋กœ ์ฆ๊ฐ€ํ•˜๋Š” ์‹ ์—๋„ˆ์ง€์ฐจ(NEV)์˜ ์ค‘๋Ÿ‰์ด ์—…๊ณ„์˜ ํ•ซ ์ด์Šˆ๋กœ ๋– ์˜ค๋ฅด๋ฉฐ, ์‹ ์—๋„ˆ์ง€์ฐจ๋„ '๋„๋กœ์œ ์ง€๋น„'๋ฅผ ๋‚ด์•ผ ํ•˜๋Š”์ง€์— ๋Œ€ํ•œ ์—ด๋ค ๋…ผ์˜๊ฐ€ ์ผ๊ณ  ์žˆ๋‹ค. ๋‹ค์ˆ˜์˜ ์—…๊ณ„ ๊ด€๊ณ„์ž์— ๋”ฐ๋ฅด๋ฉด, ๊ด€๋ จ ๋‹น๊ตญ์€ ์ด๋ฏธ ๊ด€๋ จ ์ •์ฑ…์„ ์—ฐ๊ตฌ ์ค‘์ด๋ฉฐ, ๋„๋กœ์œ ์ง€๋น„ ๋ฐฐ๋ถ„๋ฟ๋งŒ ์•„๋‹ˆ๋ผ ์ž๋™์ฐจ ์‚ฐ์—…๊ณผ ๊ด€๋ จ๋œ ๋” ๋งŽ์€ ์„ธ๊ธˆ ๋ฐ ์š”๊ธˆ ์ œ๋„๋ฅผ ํฌํ•จํ•ด ์‹œ์Šคํ…œ์ด '์‹œ๋Œ€์— ๋ฐœ๋งž์ถ”๋„๋ก' ํ•˜๊ณ  ์ƒˆ๋กœ์šด ์‚ฐ์—… ํ™˜๊ฒฝ์— ์ ์‘ํ•  ์ˆ˜ ์žˆ๋„๋ก ํ•  ์˜ˆ์ •์ด๋‹ค. ์ด๋Š” ์‹ ์—๋„ˆ์ง€์ฐจ์— ๋Œ€ํ•œ ์„ธ๊ธˆ ๋ฉด์ œ ํ˜œํƒ์ด ์ ์ฐจ ์‚ฌ๋ผ์ง€๊ณ  '์‚ฐ์—… ์ง€์›'์—์„œ '๋น„์šฉ ๋ถ„๋‹ด'์œผ๋กœ ์ „ํ™˜๋  ์ˆ˜ ์žˆ์Œ์„ ์˜๋ฏธํ•œ๋‹ค. ํ‰์ง€๋Œ€ํ•™๊ต ์ž๋™์ฐจ ๋ฐ ์—๋„ˆ์ง€ ๋Œ€ํ•™์˜ ์ž๋™์ฐจ ์‚ฐ์—… ๋ฐ ๊ธฐ์ˆ  ์ „๋žต ์„ผํ„ฐ ์™•๋‹ ์†Œ์žฅ์€ ์ธํ„ฐ๋ทฐ์—์„œ "์žฅ๊ธฐ์ ์ธ ๊ด€์ ์—์„œ '๊ฐ€์†”๋ฆฐ์ฐจ์™€ ์ „๊ธฐ์ฐจ์˜ ๋™๋“ฑํ•œ ๊ถŒ๋ฆฌ'๊ฐ€ ๋ฏธ๋ž˜์˜ ์ถ”์„ธ"๋ผ๊ณ  ๋งํ–ˆ๋‹ค. ๋„๋กœ์œ ์ง€๋น„๋ฅผ ์„ธ๊ธˆ์œผ๋กœ ์ „ํ™˜ํ•˜๋Š” ํŠน๋ณ„ ์ •์ฑ…์„ ์ตœ์ดˆ๋กœ ์ œ์•ˆํ•œ CPCA ์ตœ๋™์„œ ์‚ฌ๋ฌด์ด์žฅ๋„ ์ „ํ†ต์ ์ธ ๋„๋กœ ์„ธ๊ธˆ ๋ฐ ์š”๊ธˆ ์ œ๋„๊ฐ€ ์—ฐ๋ฃŒ ์†Œ๋น„์™€ ์—ฐ๊ณ„๋˜์–ด ์žˆ์–ด ์‹ฌ๊ฐํ•œ ๊ตฌ์กฐ์  ๋ถˆ๊ท ํ˜•์„ ๋ณด์ด๊ณ  ์žˆ๊ธฐ ๋•Œ๋ฌธ์— ์„ธ์ œ์˜ ๋ฐ˜๋ณต ๋ฐ ์—…๊ทธ๋ ˆ์ด๋“œ๊ฐ€ ํ•„์ˆ˜์ ์ด๋ผ๊ณ  ๋ช…ํ™•ํžˆ ๋ฐํ˜”๋‹ค.
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[์ž๋™์ฐจ: CATL๊ณผ ์ƒค๋จผ ๋Œ€์ค‘๊ตํ†ต, V2G ๋“ฑ ๋ถ„์•ผ ํ˜‘๋ ฅ์— ์ค‘์ ]
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[์ž๋™์ฐจ: CATL๊ณผ ์ƒค๋จผ ๋Œ€์ค‘๊ตํ†ต, V2G ๋“ฑ ๋ถ„์•ผ ํ˜‘๋ ฅ์— ์ค‘์ ]
๋” ๋ณด๊ธฐ
[์ž๋™์ฐจ: CATL๊ณผ ์ƒค๋จผ ๋Œ€์ค‘๊ตํ†ต, V2G ๋“ฑ ๋ถ„์•ผ ํ˜‘๋ ฅ์— ์ค‘์ ]
[์ž๋™์ฐจ: CATL๊ณผ ์ƒค๋จผ ๋Œ€์ค‘๊ตํ†ต, V2G ๋“ฑ ๋ถ„์•ผ ํ˜‘๋ ฅ์— ์ค‘์ ]
6์›” 12์ผ, CATL๊ณผ ์ƒค๋จผ ๋Œ€์ค‘๊ตํ†ต ๊ทธ๋ฃน์ด ํ˜‘์•ฝ์‹์„ ์ฒด๊ฒฐํ–ˆ์Šต๋‹ˆ๋‹ค. ์–‘์ธก์€ ์ฐจ๋Ÿ‰ ์• ํ”„ํ„ฐ๋งˆ์ผ“ ์„œ๋น„์Šค, ๋ฐฐํ„ฐ๋ฆฌ ๊ต์ฒด ๋„คํŠธ์›Œํฌ ๊ตฌ์ถ•, ์ฐจ๋Ÿ‰-์ „๋ ฅ๋ง(V2G) ๊ธฐ์ˆ  ๋“ฑ ๋ถ„์•ผ์— ์ฃผ๋ ฅํ•  ์˜ˆ์ •์ž…๋‹ˆ๋‹ค. ์ด๋ฒˆ ํ˜‘๋ ฅ์€ ๋Œ€์ค‘๊ตํ†ต์˜ ์—๋„ˆ์ง€ ๊ฐ€์น˜๋ฅผ ๊ทน๋Œ€ํ™”ํ•˜๋Š” ๋™์‹œ์— ์ƒค๋จผ์˜ โ€œํƒ„์†Œ์ค‘๋ฆฝโ€ ๋ชฉํ‘œ ๋‹ฌ์„ฑ์„ ์ง€์›ํ•˜๋Š” ๋ฐ ๋ชฉ์ ์ด ์žˆ์Šต๋‹ˆ๋‹ค. ์ƒค๋จผ ๋Œ€์ค‘๊ตํ†ต ๊ทธ๋ฃน ๋น…๋ฐ์ดํ„ฐ ์„ผํ„ฐ์˜ ์žฅ์นญํ›„์ด ์„ผํ„ฐ์žฅ๊ณผ CATL ๋ฒ„์Šค์‚ฌ์—…๋ถ€์˜ ์™•์ถ˜ํ›„์ด ์ˆ˜์„๋ถ€์‚ฌ์žฅ์ด ๊ฐ ๋‹น์‚ฌ์ž๋ฅผ ๋Œ€ํ‘œํ•ด ํ˜‘์•ฝ์— ์„œ๋ช…ํ–ˆ์Šต๋‹ˆ๋‹ค. ์ƒค๋จผ ๋Œ€์ค‘๊ตํ†ต ๊ทธ๋ฃน์˜ ๋ฆฐ๋ฃฝ์„ฑ ํšŒ์žฅ๊ณผ CATL ๋ฒ„์Šค์‚ฌ์—…๋ถ€์˜ ์™•ํ›„์ด ์‚ฌ์žฅ ๋“ฑ๋„ ์ฐธ์„ํ•ด ์„œ๋ช…์‹์„ ์ง€์ผœ๋ดค์Šต๋‹ˆ๋‹ค.
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BYD's pure electric vehicles are expected to maintain high growth in p - Shanghai Metals Market (SMM)