Kubandakanya Amaphrojekthi AngamaRandi Ezigidigidi! Amaphrojekthi Amakhulu Amabhethri E-Lithium Angaphandle Kwelizwe Abona Intuthuko Enyeni Ngenyanga Edlule

 

Ngokombiko we-"White Paper on the Development of China's Lithium-ion Battery Industry (2025)" okukhishwe ngokuhlanganyela izikhungo zocwaningo i-EVTank, i-Evidi Economic Research Institute, kanye ne-China Battery Industry Research Institute, ukuthunyelwa kwamabhethri e-lithium-ion emhlabeni wonke kufinyelele ku-1545.1 GWh ngo-2024, okuyikwenyuka konyaka okungu-28.5%.

 

I-EVTank ilindele ukuthi ukuthunyelwa kwamabhethri e-lithium-ion emhlabeni wonke kufinyelele ku-1899.3 GWh ngo-2025 kanye no-5127.3 GWh ngo-2030.

 

Kusukela ekuqaleni kuka-2025, amaphrojekthi amaningana amakhulu angaphandle ezibhethri ze-lithium amemezele izindaba ezintsha:

 

 

NgoFebhuwari 5, i-Toyota yamemezela ukuvulwa ngokusemthethweni kwefektri yayo yamabhethri e-EV ebiza u-$14 billion (cishe u-RMB 101.95 billion) etholakala e-North Carolina.

 

I-Toyota yathi indawo entsha "ilungele" futhi izoqala ukukhiqiza ngo-Ephreli kulo nyaka ukuhlinzeka ngamabhethri ezimoto ezisebenzisa ugesi eNyakatho Melika.

 

Okubalulekile ukuthi lesi yisikhungo samabhethri sokuqala esiphethwe ngokuphelele yinkampani ngaphandle kweJapani. I-Toyota ilindele ukuthi umthamo wokukhiqiza waminyaka yonke wesikhungo udlule ku-30 GWh uma ususebenza ngokugcwele.

 

Ngalolo suku olufanayo, i-Toyota Motor Corporation yaphinde yamemezela ukusungulwa kwenkampani ephethwe ngokuphelele yocwaningo, ukuthuthukiswa kanye nokukhiqiza ye-Lexus BEVs (Battery Electric Vehicles) namabhethri esifundeni saseJinshan, eShanghai.

 

Le nkampani entsha ye-BEV namabhethri, eyinkampani ye-Toyota ephethwe ngokuphelele, izosebenzisa isisekelo esithuthukile nesivuthiwe sezimboni, inethiwekhi yezokuthutha, isisekelo samakhono, kanye nesilinganiso semakethe saseShanghai nesifunda saseYangtze River Delta. Izogxila ocwaningweni nasekuthuthukisweni kwe-BEVs ezingaphansi kohlobo lwe-LEXUS, ibonise izilindelo zamakhasimende aseShayina emikhiqizweni nge-"China speed," ngokuhlelwa kokuthi ukukhiqizwa kuqale ngo-2027.

 

 

Futhi ngoFebruwari 5, imithombo yezindaba yaphesheya kwezilwandle yabika ukuthi i-KORE Power iyayekisile uhlelo lwayo lokwakha ifektri yamabhethri e-lithium-ion ebiza u-$1 billion (cishe ama-RMB ayizigidi ezingama-728) eBuckeye, e-Arizona.

 

I-KORE Power ihlela ukudayisa isiqephu somhlaba e-Arizona lapho yayihlose ukwakha khona ifektri ye-KOREPlex engamamitha-skwele ayizigidi ezingu-2 (cishe amamitha-skwele angu-185,800).

 

I-KOREPlex yayiklanyelwe ukukhiqiza amaselula e-Nickel Cobalt Manganese (NCM) kanye ne-Lithium Iron Phosphate (LFP) ezimotweni zikagesi kanye ne-Energy Storage Systems (ESS), futhi yaba isikhathi esithile ifektri yokuqala yebhethri ye-lithium-ion ephethwe yi-U.S. e-United States.

 

 

Ngokwesayithi elisemthethweni le-Nissan Motor Co., Ltd., ngomhla kaJanuwari 22, inkampani yasayina isivumelwano sesiza nesifundazwe sase-Fukuoka kanye nedolobha lase-Kitakyushu ukwakha ifektri entsha ekhiqiza amabhethri e-Lithium Iron Phosphate (LFP) endaweni yase-Hibikinada e-Wakamatsu Ward, idolobha lase-Kitakyushu.

 

Isitshalo kulindeleke ukuthi sibe namandla angu-5 GWh ngonyaka kanye notshala-mali olulinganiselwa ku-153.3 billion Yen (cishe u-7.156 billion RMB). Ukwakhiwa kuhlelwe ukuthi kuqale ngo-2025, kanti ukusebenza kulindeleke ukuthi kuqale ngo-2028.

NgoJanuwari 21, umcimbi wokuqala umsebenzi wephrojekthi yamandla amasha ye-Unimx Technology Malaysia Sdn.Bhd., inkampani engaphansi kwe-CosMX Battery, ububanjelwe.

Iphrojekthi Yamandla Amasha i-Zhuhai CosMX Malaysia inotshala-mali olulindelekile olungeqi ku-2 billion RMB futhi ihlelwe ukuthi iqale ukukhiqiza ngasekupheleni kuka-2025.

Ukwakhiwa kwesisekelo sokukhiqiza saseMalaysia kuzothuthukisa ukuhlelwa komhlaba wonke kokukhiqiza kwe-CosMX Battery.

NgoJanuwari 9, i-REPT BATTERO (00666.HK) yamemezela ukuthi iBhodi Labaqondisi linqume ukutshala imali ekwakheni ifekthri yamabhethri e-Indonesia ngephiko layo elingeyona eyalo ngokuphelele, i-PT REPT BATTERO INDONESIA.

 

Isimemezelo sathi abanikazi bamasheya bephiko lase-Indonesia bazobhalisela ukunyuswa kwezimali okungu-$139.5 million. Ngosuku lokumenyezelwa, iphiko lase-Indonesia lingama-60% liphethwe yi-Infinitude, iphiko elingeyona eyalo ngokuphelele le-REPT BATTERO, elihlose ukufaka u-$83.7 million. Ngemuva kokunyuswa kwezimali, isabelo se-REPT BATTERO sizohlala singashintshi.

 

I-REPT BATTERO yathi lapho sekuqediwe, ifektri yase-Indonesia izobandakanyeka ku-R&D, ukukhiqiza, nokudayisa amabhethri e-lithium-ion, izingxenye zamabhethri, amamojuli, namaphakethe amabhethri ngokuhambisana nezinqubomgomo zikahulumeni wasekhaya. Isigaba sokuqala kulindeleke ukuthi sikhiqize ama-GWh angu-8 amandla namabhethri okugcina amandla nezinhlelo ngonyaka. Le nkampani ilindele ukuthi ifektri yase-Indonesia izothuthukisa ibhizinisi layo eNingizimu-mpumalanga ye-Asia, iyisondeze kumakhasimende endawo nezinto zokusetshenziswa, futhi ikhuthaze ukusetshenziswa kahle kwezinsiza ukuze kufezekiswe ukuthuthukiswa okusezingeni eliphezulu, okusimeme.