Izikhangiso zalesi sikhungo ziqinisekile ukuthi zifanele ukunakwa. Emhlanganweni Wabakhiqizi be-CATL, le nkampani ibonise ukuthi amabhethri e-sodium-ion azosetshenziswa kakhulu emkhakheni wokushintshanisa amabhethri, kanye nezimoto zabagibeli, izimoto zokuhweba kanye nezinhlelo zokugcina amandla ngo-2026, okulindeleke ukuthi kudale umkhuba omusha wemboni ophathelene "nokuphakanyiswa kwe-sodium-lithium dual-core". Ngaphezu kwalokho, ibhethri yayo ye-sodium-ion eyakhelwe ngaphakathi ithole isitifiketi ngaphansi kweZidingo Zokuphepha Zamabhethri Okudonsela Asetshenziselwa Izimoto Zokusebenza Ngogesi (GB 38031-2025), okwenza kube umkhiqizo wokuqala emhlabeni we-sodium-ion traction battery ophumelele lesi standard esisha sezwe.

Izinkomba zokusebenza ezibalulekile ezivela kudatha efanele zimi kanje:

Ngokwezibalo, uma lezi zindinganiso zifeziwe ngokuphelele ezinhlelweni zokusebenza kwezimoto, amabhethri e-lithium-ion azobhekana nezinselelo ezinzima emakethe yezimoto ejwayelekile. Okwamanje, izimoto ezijwayelekile nezaphakathi zisebenzisa ikakhulukazi amabhethri e-lithium iron phosphate (LFP), anokukhiqizwa okuphansi kodwa abhekene nokungahambisani kahle kokusebenza ezingeni eliphansi lokushisa. Ukusebenza kwabo ezingeni eliphansi kuhluleka ukuhamba phambili uma kuqhathaniswa nalokho kwamabhethri e-lithium e-nickel-cobalt-manganese (NCM) athathwa yizimoto ezisezingeni eliphezulu. Nokho, amabhethri e-LFP athola ibhalansi enezinga eliphakathi le-energi kanye ne-threshold yokushisa ephakeme, okwenza kube ukukhetha okuthandwayo kubakhiqizi bezimoto futhi kusasetshenziswa kabanzi kumamodeli ezimoto ezijwayelekile.

Ngokuphambene, amabhethri e-sodium-ion akhombisa ukusebenza okuhle kakhulu ezingeni lokushisa eliphansi uma kuqhathaniswa namabhethri e-lithium e-ternary, njengoba kukhombisiwe ngedatha engenhla. Ngaphezu kwalokho, amabhethri e-sodium-ion anikeza inzuzo yokonga uma kuqhathaniswa namabhethri e-LFP. Uma amabhethri e-sodium-ion akhiqizwa ngamasheya amakhulu angahlangabezana nezindinganiso zokusebenza ezishiwo ngenhla, kungenzeka kakhulu ukuthi abakhiqizi bezimoto abakhulu bazoshintshela ezixazululweni zamabhethri e-sodium-ion esikhathini esizayo.

Kukhuluma ngalokho, amabhethri e-lithium e-ternary, amabhethri e-semi-solid-state, kanye namabhethri e-all-solid-state kusenokuthakazelisa okukhulu emakethe, ikakhulukazi ngenxa yokungafani kokuphakanyiswa kwamandla phakathi kwezinto zamabhethri.

Ngakho-ke, umhlaba wezokuthengisa wesikhathi esizayo ungase ube nezigaba ezintathu ezihlukene:

Ngasikhathi sinye, imizamo ye-R&D yamabhathri e-semi-solid-state kanye namabhathri e-all-solid-state kumele iqhubeke, igxile ekusheshiseni ukuhweba nokufakwa kwezinto ezinkulu zemikhiqizo ye-generation yokuqala.

Zonke izinhlobo zamabhethri zihlukaniswa ngokuphila kwesikhawu eside, amandla okushaja ngokushesha, ukuphakama kokuhlukaniswa kwamandla, futhi okubaluleke kakhulu, ukusebenza kokuphepha okuthuthukisiwe kakhulu uma kuqhathaniswa namabhethri kagesi asebenzisa i-electrolyte ye-liquid. Ngenxa kwezici zokwakheka kwemathiriyeli yamabhethri e-lithium e-ternary—ukuthi zine-threshold ephansi yokushisa ebonakalayo uma kuqhathaniswa namabhethri e-LFP—abanye abathandi bezimoto basala bephikisana nezimoto ezisebenzisa amabhethri e-lithium e-ternary. Ngokubheka kahle, amapaki wamabhethri e-lithium e-ternary angafinyelela izinga lokuphepha elifanayo ngokusebenzisa izinhlelo zokuphatha amabhethri eziphambili kanye nezinguquko zokwakhiwa. Nokho, iningi labathandi bezimoto alinalo ulwazi olunzulu ngezinto zamabhethri nezobuchwepheshe, okuholela ekukhathazekeni okuqhubekayo.

Lokhu kugcizelela ukubaluleka kokusheshisa ukufakwa kwamabhethri e-semi-solid-state kanye namabhethri e-all-solid-state. Kubalulekile, izinto ezisetshenziswayo ze-cathode zazo zombili izinhlobo zamabhethri zisathanda izinto ezihlanganisiwe ze-ternary, zibeka lezi ngaphakathi kwesigaba esibanzi se-teknoloji yamabhethri e-lithium e-ternary.

2026 ilindeleke ukuba kube unyaka wokuqala wokuguqulwa emkhakheni wamabhethri wamandla. Izindinganiso ezinzima kakhulu zokuphepha kwamabhethri wamandla zizothatha umthelela engxenyeni yesibili yonyaka, ziqinisekisa ukuthi amabhethri adlula izivivinyo eziqinile ukuze kuqinisekiswe ukuthi akukho nguyena ophuma emlilweni noma ophuma emlilweni, okukhombisa ukwehla okukhulu ekusebenzeni kokuphepha uma kuqhathaniswa nezindinganiso zamanje. Ngaphambi kwalokhu, izindinganiso ezintsha zikazwelonke zokusetshenziswa kwamandla ezimoto zikagesi zizobe seziqale ukusebenza, zidinga abakhiqizi bamabhethri wamandla ukuthi baphathe ibhalansi ethile phakathi kokuphepha nokuminyaniswa kwamandla. Ngaphezu kwalokho, indlela esebenzayo yokwandisa ibanga lezimoto kancane ngokwandisa amandla ebhethri—ngenxa yokunciphisa ukuminyaniswa kwamandla kanye nesisindo semoto—ngeke isasebenza.

Njengomphumela, u-2026 uzobona ukuncintisana okuqinile kwezobuchwepheshe phakathi kwabaphakeli bamabhethri kagesi:

Ngokuhlanganisa, izimoto zikagesi ziqinisekisiwe ukuthi zizobona ukuthuthuka ekushayeleni, ukusebenza kokuphepha, kanye nokuphuculwa kwesisindo. Umkhuba wokukhula kwemodeli ezinkulu zezimoto zikagesi kungenzeka ukuthi uzophenduka, lapho amabhethri e-sodium-ion angase akhe igagasi elisha le-"compact kodwa elisebenza kahle" lamabhethri zikagesi (BEVs) kanye nezimoto zikagesi ezine-range ebanzi (EREVs).