Vim li cas Tesla thiaj li nce los ntawm 10, 000 Yuan Dua: Nickel, Neon thiab lwm yam khoom siv raw tau nce hauv nqe thiab xa hauv 5 lub hlis thaum kawg

"Tesla tus nqi tau nce vim muaj teeb meem raw khoom. Tam sim no nws tau xaj hauv Suav teb, thiab nws yuav tsis xa mus txog lub Yim Hli xyoo no ntawm qhov tseeb. Yog tias koj muaj hmoo, muaj kev cia siab rau kev xa khoom hauv lub Rau Hli", Lub Peb Hlis 10, Tesla Cov xov xwm ntawm tus nqi nce tuaj dua, Tesla cov neeg ua haujlwm muag tau hais rau Beijing News Shell Finance tus neeg sau xov xwm.

Tus neeg sau xov xwm tau kawm los ntawm Tesla tias txij li tam sim no mus, tus nqi ntawm Model 3 kev ua haujlwm siab version, Model Y ntev-ntau version thiab cov kev ua haujlwm siab yuav nce ntxiv los ntawm 10,000 yuan. Ntawm lawv, Model 3 high-performance version tau nce los ntawm 339,900 yuan mus rau 349,900 yuan, Model Y ntev-ntau version tau nce los ntawm 347,900 yuan mus rau 357,900 yuan, thiab Model Y high-performance version tau nce los ntawm 387,900 yuan.

Ntau tus neeg nyob hauv kev lag luam tau hais rau cov neeg sau xov xwm tias Tesla tus nqi nce yog cuam tshuam nrog kev muab cov khoom siv raw nickel thiab neon roj. Raws li cov ntaub ntawv tshawb fawb ntawm Lub Tsev Haujlwm Saib Xyuas Kev Tshawb Fawb ntawm CICC, txij li Lub Peb Hlis 7 txog Lub Peb Hlis 8, 2022, LME nickel yav tom ntej kev lag luam tau nce siab, thiab tus nqi nruab hnub tau nce 250 feem pua ​​​​hauv ob hnub. Tsis tas li ntawd, nrog kev nce nqi roj, Tesla qhov kev thov hauv Tebchaws Europe kuj tau nce.

Tus nqi nce ntawm nickel thiab neon roj tsav tus nqi ntawm ternary lithium roj teeb

"Vim tias muaj teeb meem ntawm cov khoom siv raw, lub teb chaws Yelemees tau nce nqi ob zaug hauv ib lub lis piam ua ke, thiab tam sim no Tesla lub sijhawm xa khoom hauv lub teb chaws Yelemees tau dhau los ua Lub Peb Hlis xyoo tom ntej, uas txhais tau tias nws yuav siv sijhawm ib xyoos los xa khoom," Tesla Muag Cov neeg ua haujlwm hais rau cov neeg sau xov xwm tias Tesla tus nqi hloov pauv raws li kev ua lag luam.

Raws li kev muag khoom qhia, Tesla tam sim no nce nqi feem ntau vim yog cov khoom siv raw khoom thiab nce nqi ntawm cov khoom siv raw. Yog li, dab tsi raw khoom yog Tesla tus nqi cuam tshuam nrog?

Zhang Xiang, tus kws tshawb fawb ntawm Automotive Industry Innovation Research Center ntawm North China University of Technology thiab tus kws tshuaj ntsuam hauv kev lag luam tsheb, hais rau cov neeg sau xov xwm tias Ukraine yog tus tsim khoom loj ntawm neon roj. Raws li cov ntaub ntawv tso tawm los ntawm lub koom haum tshawb fawb kev lag luam Techcet hauv 2022, Ukraine lub ntiaj teb kev faib khoom ntawm neon roj yog siab li 70 feem pua. Tam sim no kev ua tsov ua rog ntawm Russia thiab Ukraine tau cuam tshuam rau lub ntiaj teb no cov khoom siv roj neon.

Raws li kev lag luam sab hauv, neon gas yog cov roj inert. Nyob rau hauv cov txheej txheem lithography ntawm semiconductors, inert gas yog ib yam khoom tseem ceeb. Tus nqi nce ntawm neon roj yuav ncaj qha ua rau tus nqi nce ntawm semiconductors.

Ntxiv rau neon roj los ntawm Ukraine, nickel mov los ntawm Russia yog lwm qhov laj thawj. Zhang Xiang tau hais tias Russia yog ib qho tseem ceeb ntawm cov khoom siv nickel, thiab npib tsib xee yog ib qho tseem ceeb raw cov ntaub ntawv rau ternary lithium roj teeb, thiab qhov nce ntawm cov nqi npib tsib xee kuj ua rau cov nqi roj teeb.

Zhang Xiang tau hais tias tam sim no Tesla Model 3 zoo tib yam version siv lithium hlau phosphate roj teeb, yog li qhov cuam tshuam ntawm tus nqi raw khoom no tsis loj heev. Txij li thaum xyoo tas los, Tesla's Shanghai Gigafactory tau siv tag nrho cov lithium hlau phosphate roj teeb rau tsheb, yog li qhov teeb meem no muaj kev cuam tshuam rau Tesla txoj kev taug qab.

Qee lub tsev kawm ntawv tshawb fawb qhia tau hais tias ternary roj teeb yog lub hauv paus kev tsim kho ntawm lub zog tshiab tsheb, thaum lub high-nickel ternary cathode khoom lag luam tseem nyob rau hauv nws cov me nyuam mos, thiab zus tau tej cov loj-scale low-nickel ternary roj teeb tseem yog lub hauv paus. Txawm li cas los xij, raws li qhov sib txawv ntawm cov khoom siv nickel ternary siab tau nce, thiab tib lub sijhawm, cov khoom siv cathode tseem ua txhaum los ntawm kev cuam tshuam rau cov khoom siv nickel ternary siab thiab ua rau lawv loj. Cov zis thiab kev ua lag luam ntawm cov khoom siv nickel ternary high-nickel loj hlob thiab nthuav dav.

Raws li cov ntaub ntawv tshawb fawb ntawm cov tsev kawm ntawv uas tau hais los saum toj no, tus nqi ntawm cov roj teeb ternary yog ze ze rau tus nqi ntawm cov khoom siv raw, tshwj xeeb tshaj yog cov nqi ntawm cov khoom tseem ceeb ntawm cov hlau tseem ceeb cobalt thiab npib tsib xee. Piv txwv li, nyob rau hauv thawj ib nrab ntawm 2019, cuam tshuam los ntawm kev poob nyiaj pab rau lub zog tshiab tsheb thiab poob ntawm cobalt thiab npib tsib xee nqi, tus nqi nruab nrab ntawm ternary roj teeb precursors 523 thiab 622 nyob rau hauv lub domestic kev lag luam poob los ntawm 27 feem pua. pib ntawm lub xyoo los ntawm lub Xya hli ntuj, thaum tus nqi qis tshaj. feem pua ​​thiab 22 feem pua.

Tsis zoo li 2019, tus nqi ntawm npib tsib xee tau nce hnub no.

Raws li cov ntaub ntawv tshawb fawb ntawm CICC Kev Tshawb Fawb, txij Lub Peb Hlis 7 txog Lub Peb Hlis 8, 2022, LME nickel yav tom ntej kev lag luam tau nce siab. 30,000 US dollars / ton tau nce mus rau ntau tshaj 100,000 US dollars / ton, nce 250 feem pua.

Thaum Lub Peb Hlis 7, LME tau tshaj tawm tias nyob rau hauv qhov pom ntawm qhov teeb meem ncig qhov chaw tshwm sim los ntawm kev cuam tshuam ntawm Russia thiab Ukraine, kev xa khoom ntawm qee cov ntawv cog lus raug tso cai ncua. Thaum Lub Peb Hlis 8, LME tshaj tawm tias nws yuav ncua kev lag luam nickel. Txij li tus nqi txwv ntawm Shanghai Futures Exchange yog 12 feem pua, tam sim no tus nqi sib txawv ntawm cov nqi hauv tsev thiab txawv teb chaws tau nthuav dav mus rau tus nqi qis tshaj hauv keeb kwm.

Yav dhau los, Morgan Stanley tus kws tshuaj ntsuam xyuas tus kheej Adam Jonas tau tshaj tawm rau lub Peb Hlis 7 tias tus nqi npib tsib xee tau nce 67.2 feem pua ​​​​hauv ib hnub, uas txhais tau hais tias qhov nruab nrab tus nqi nkag ntawm kev tsim khoom txhua lub tsheb ciav hlau tau nce li ntawm $ 1, 000.