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2021-07-23

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Tight Battery Market Is Next Test for EVs Caught in Chip Crisis<blockquote>电池市场紧张是陷入芯片危机的电动汽车的下一个考验</blockquote>

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Demand for lithium-ion batteries from transport and energy storage will surge to as much as 5.9 terawatt-hours a year in 2030, putting a strain on supply chains, BloombergNEF said in an annual New Energy Outlook report published Wednesday.<blockquote>随着电池价格暴跌以及各国政府设定逐步停止销售新型内燃机汽车以帮助实现气候目标的最后期限，全球汽车制造商正在迅速增加电动车型。彭博新能源财经在周三发布的年度新能源展望报告中表示，到 2030 年，交通运输和储能对锂离子电池的需求将激增至每年 5.9 太瓦时，给供应链带来压力。</blockquote> Availability of sufficient lithium products, copper foil and some cathode materials could become a constraint on the battery sector’s efforts to keep pace with demand, according to Yang. Current high raw material prices may not ease until the second half of next year and “the price pressure will have to be shared along the supply chain,” he said.<blockquote>杨说，充足的锂产品、铜箔和一些正极材料的供应可能会成为电池行业满足需求的制约因素。他说，目前高企的原材料价格可能要到明年下半年才能缓解，“价格压力将不得不由供应链共同承担”。</blockquote> “Batteries could be the next EV component facing a potential shortage,” said Dennis Ip, a Hong Kong-based analyst at Daiwa Capital Markets. Lithium materials could be in deficit for the next 2 to 3 years, a factor that would potentially add to the cost of an electric vehicle, he said.<blockquote>“大和资本市场驻香港分析师丹尼斯-叶（Dennis Ip）说：”电池可能是下一个面临潜在短缺的电动汽车零部件。他说，锂材料可能会在未来 2 到 3 年内出现短缺，这一因素可能会增加电动汽车的成本。</blockquote> Changzhou-based SVolt, a spin-off of carmaker Great Wall Motor Co., is seeking to add further exposure to lithium production, and is examining potential targets including mines and salt lake operations in China, Yang said.<blockquote>杨表示，总部位于常州的蜂巢是汽车制造商长城汽车股份有限公司的子公司，该公司正在寻求进一步扩大锂生产，并正在研究包括中国矿山和盐湖业务在内的潜在目标。</blockquote> The producer is planning an aggressive expansion in manufacturing and aiming to have capacity of more than 200 gigawatt-hours by 2025 from less than 1 gigawatt-hour in 2020. That compares to proposals from Contemporary Amperex Technology Co., the industry leader, to lift capacity to 550 gigawatt-hours, including joint projects, by the same date, according to BNEF data.<blockquote>该生产商正计划积极扩张制造业，目标是到 2025 年将产能从 2020 年的不到 1 吉瓦时提高到 200 吉瓦时以上。根据 BNEF 的数据，相比之下，行业领导者宁德时代新能源科技公司 (Contemporary Amperex Technology Co.) 提议在同一天将产能（包括联合项目）提高到 550 吉瓦时。</blockquote> SVolt has announced four new expansion projects worth about $4.6 billion since the start of the year, including a 2 billion euros ($2.4 billion) facility in Germany that will be the firm’s first factory in Europe. The company is also considering the addition of one or two further production bases in China, Yang said.<blockquote>自今年年初以来，SVolt 已宣布了四个新的扩建项目，总价值约 46 亿美元，其中包括在德国投资 20 亿欧元（24 亿美元）的工厂，这将是该公司在欧洲的第一家工厂。杨说，该公司还在考虑在中国再增加一两个生产基地。</blockquote> The company is continuing to plan to list on the Star board of the Shanghai stock exchange in late 2022 or early in 2023, Yang said.<blockquote>杨表示，该公司继续计划于2022年底或2023年初在上海证券交易所创业板上市。</blockquote>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tight Battery Market Is Next Test for EVs Caught in Chip Crisis<blockquote>电池市场紧张是陷入芯片危机的电动汽车的下一个考验</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTight Battery Market Is Next Test for EVs Caught in Chip Crisis<blockquote>电池市场紧张是陷入芯片危机的电动汽车的下一个考验</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBloomberg2021-07-23 09:30\n\n</h4>\n</header>\n<article>\n(Bloomberg) -- Rising demand from electric vehicles and challenges in securing raw materials will deliver a battery supply crunch for automakers already grappling with a chip crisis, according to a key Chinese manufacturer.<blockquote>（彭博社）——据一家中国主要制造商称，电动汽车需求的增长和原材料获取方面的挑战将给已经在努力应对芯片危机的汽车制造商带来电池供应紧缩。</blockquote> “When the chip shortage is over, the major supply shortage the industry faces would be batteries,” Yang Hongxin, chairman of SVolt Energy Technology Co., which has struck an agreement with Jeep-maker Stellantis NV, said in an interview. “The production capacity of battery cells will be tight in the next few years because expansion takes time.”<blockquote>“与吉普车制造商 Stellantis NV 达成协议的蜂巢能源技术有限公司董事长杨洪新在接受采访时说：”芯片短缺结束后，该行业面临的主要供应短缺将是电池。“未来几年，电芯的产能将很紧张，因为扩张需要时间。”</blockquote> Global automakers are rapidly adding electric models as battery prices plunge and as governments set deadlines to phase out sales of new combustion-engine cars to help meet climate targets. Demand for lithium-ion batteries from transport and energy storage will surge to as much as 5.9 terawatt-hours a year in 2030, putting a strain on supply chains, BloombergNEF said in an annual New Energy Outlook report published Wednesday.<blockquote>随着电池价格暴跌以及各国政府设定逐步停止销售新型内燃机汽车以帮助实现气候目标的最后期限，全球汽车制造商正在迅速增加电动车型。彭博新能源财经在周三发布的年度新能源展望报告中表示，到 2030 年，交通运输和储能对锂离子电池的需求将激增至每年 5.9 太瓦时，给供应链带来压力。</blockquote> Availability of sufficient lithium products, copper foil and some cathode materials could become a constraint on the battery sector’s efforts to keep pace with demand, according to Yang. Current high raw material prices may not ease until the second half of next year and “the price pressure will have to be shared along the supply chain,” he said.<blockquote>杨说，充足的锂产品、铜箔和一些正极材料的供应可能会成为电池行业满足需求的制约因素。他说，目前高企的原材料价格可能要到明年下半年才能缓解，“价格压力将不得不由供应链共同承担”。</blockquote> “Batteries could be the next EV component facing a potential shortage,” said Dennis Ip, a Hong Kong-based analyst at Daiwa Capital Markets. Lithium materials could be in deficit for the next 2 to 3 years, a factor that would potentially add to the cost of an electric vehicle, he said.<blockquote>“大和资本市场驻香港分析师丹尼斯-叶（Dennis Ip）说：”电池可能是下一个面临潜在短缺的电动汽车零部件。他说，锂材料可能会在未来 2 到 3 年内出现短缺，这一因素可能会增加电动汽车的成本。</blockquote> Changzhou-based SVolt, a spin-off of carmaker Great Wall Motor Co., is seeking to add further exposure to lithium production, and is examining potential targets including mines and salt lake operations in China, Yang said.<blockquote>杨表示，总部位于常州的蜂巢是汽车制造商长城汽车股份有限公司的子公司，该公司正在寻求进一步扩大锂生产，并正在研究包括中国矿山和盐湖业务在内的潜在目标。</blockquote> The producer is planning an aggressive expansion in manufacturing and aiming to have capacity of more than 200 gigawatt-hours by 2025 from less than 1 gigawatt-hour in 2020. That compares to proposals from Contemporary Amperex Technology Co., the industry leader, to lift capacity to 550 gigawatt-hours, including joint projects, by the same date, according to BNEF data.<blockquote>该生产商正计划积极扩张制造业，目标是到 2025 年将产能从 2020 年的不到 1 吉瓦时提高到 200 吉瓦时以上。根据 BNEF 的数据，相比之下，行业领导者宁德时代新能源科技公司 (Contemporary Amperex Technology Co.) 提议在同一天将产能（包括联合项目）提高到 550 吉瓦时。</blockquote> SVolt has announced four new expansion projects worth about $4.6 billion since the start of the year, including a 2 billion euros ($2.4 billion) facility in Germany that will be the firm’s first factory in Europe. The company is also considering the addition of one or two further production bases in China, Yang said.<blockquote>自今年年初以来，SVolt 已宣布了四个新的扩建项目，总价值约 46 亿美元，其中包括在德国投资 20 亿欧元（24 亿美元）的工厂，这将是该公司在欧洲的第一家工厂。杨说，该公司还在考虑在中国再增加一两个生产基地。</blockquote> The company is continuing to plan to list on the Star board of the Shanghai stock exchange in late 2022 or early in 2023, Yang said.<blockquote>杨表示，该公司继续计划于2022年底或2023年初在上海证券交易所创业板上市。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://finance.yahoo.com/news/tight-battery-market-next-test-210000890.html\">Bloomberg</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/tight-battery-market-next-test-210000890.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187801054","content_text":"(Bloomberg) -- Rising demand from electric vehicles and challenges in securing raw materials will deliver a battery supply crunch for automakers already grappling with a chip crisis, according to a key Chinese manufacturer.\n“When the chip shortage is over, the major supply shortage the industry faces would be batteries,” Yang Hongxin, chairman of SVolt Energy Technology Co., which has struck an agreement with Jeep-maker Stellantis NV, said in an interview. “The production capacity of battery cells will be tight in the next few years because expansion takes time.”\nGlobal automakers are rapidly adding electric models as battery prices plunge and as governments set deadlines to phase out sales of new combustion-engine cars to help meet climate targets. Demand for lithium-ion batteries from transport and energy storage will surge to as much as 5.9 terawatt-hours a year in 2030, putting a strain on supply chains, BloombergNEF said in an annual New Energy Outlook report published Wednesday.\nAvailability of sufficient lithium products, copper foil and some cathode materials could become a constraint on the battery sector’s efforts to keep pace with demand, according to Yang. Current high raw material prices may not ease until the second half of next year and “the price pressure will have to be shared along the supply chain,” he said.\n“Batteries could be the next EV component facing a potential shortage,” said Dennis Ip, a Hong Kong-based analyst at Daiwa Capital Markets. Lithium materials could be in deficit for the next 2 to 3 years, a factor that would potentially add to the cost of an electric vehicle, he said.\nChangzhou-based SVolt, a spin-off of carmaker Great Wall Motor Co., is seeking to add further exposure to lithium production, and is examining potential targets including mines and salt lake operations in China, Yang said.\nThe producer is planning an aggressive expansion in manufacturing and aiming to have capacity of more than 200 gigawatt-hours by 2025 from less than 1 gigawatt-hour in 2020. That compares to proposals from Contemporary Amperex Technology Co., the industry leader, to lift capacity to 550 gigawatt-hours, including joint projects, by the same date, according to BNEF data.\nSVolt has announced four new expansion projects worth about $4.6 billion since the start of the year, including a 2 billion euros ($2.4 billion) facility in Germany that will be the firm’s first factory in Europe. The company is also considering the addition of one or two further production bases in China, Yang said.\nThe company is continuing to plan to list on the Star board of the Shanghai stock exchange in late 2022 or early in 2023, Yang said.","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":600,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/175941159"}