I-Gambit kaKing Ning ka-2026: I-Sodium-ion Esandleni Esisodwa, I-Solid-state Esandleni Esinye

Imboni yamabhethri ayikaze iphelelwe yimibono emisha. Okungapheli nhlobo yinto eqinisekile engahlolwa ngaphakathi embonini—ikhono lokuqinisekisa ukuhlinzekwa okuzinzile, ukugcina ukwehla kwezindleko, nokuqinisekisa ukuthi ukuphepha nokungaguquguquki kuyamelana nezidingo zesikhathi eside zezicelo ezinkulu.

Ngokombiko wangomhla zingama-29 kuZibandlela, 2025, owenziwa yiphephancwadi i-*Caijing*, ngomhla zingama-28 kuZibandlela, iCATL imemezele ukuthi izosebenzisa amabhethri e-sodium-ion ngobuningi ngo-2026 emikhakheni emine emikhulu: ukushintsha amabhethri, izimoto zabagibeli, izimoto zezohwebo, kanye nokugcinwa kwamandla. Lesi simemezelo sivuse isithakazelo esisha ekusebenziseni amabhethri e-sodium-ion kwezentengiselwano.

Ngokuphakamisa isikhundla samabhethri e-sodium-ion kulesi sigaba, isinyathelo se-CATL sibonisa okungaphezu kokwengeza enye indlela yobuchwepheshe. Sibonisa ukuzimisela kwenkampani ukuze kuqala kuqinisekiswe isidingo esiqinisekisiwe, kuqiniswe amakhono okulethwa aqinisekisiwe, futhi kuqinisekiswe izinzuzo eziqinisekisiwe ezindlekweni nokuphepha ukuze kube ngama-oda kanye nesabelo emakethe. Inani lamabhethri e-sodium-ion liku indlela yawo esheshayo yokusetshenziswa ngobuningi, kanti inani lamabhethri e-solid-state liku amandla awo okuchaza kabusha imingcele yokusebenza.

Ukuqhubeka kweCATL ngasikhathi sinye kwalezi zindlela kuyisu lokuncintisana ngama-oda esikhathi esifushane kanye namandla okubeka amanani esikhathi eside enkundleni efanayo yokuncintisana. Umjikelezo olandelayo wokuncintisana embonini yamabhethri ngeke usaba yimpi phakathi kwezindlela noma ubuchwepheshe obuhlukene, kodwa uzoba ukudonselana okude okunezindlela eziningi ezithuthukayo ngasikhathi sinye.

**Amabhethri e-Sodium-ion Ayathuthuka: Isigaba Sesibili Sokukhula**

Isizathu esiyinhloko sokuthi iCATL igxile kumabhethri e-sodium-ion ukukhula okuqhubekayo kwezifakwa zamabhethri amandla unyaka odlule.

Ngokwemininingwane ephelele evela kumidiya ye-Tianyancha kanye nedatha ekhishwe yi-China Automotive Battery Innovation Alliance ngoJanuwari 16, 2026, kusukela ngoJanuwari kuya kuDisemba 2025, amandla afakiwe esewonke emabhethri amandla e-China afike ku-769.7 GWh, okumele ukwanda konyaka okungu-40.4%. Phakathi kwalezi, amandla afakiwe esewonke emabhethri e-ternary abe yi-144.1 GWh, okubalelwa ku-18.7% yenani eliphelele futhi kwanda ngo-3.7% unyaka nonyaka. Amandla afakiwe esewonke emabhethri e-lithium iron phosphate (LFP) abe yi-625.3 GWh, okubalelwa ku-81.2% yenani eliphelele futhi kwanda kakhulu ngo-52.9% unyaka nonyaka.

Uma umzila wobuchwepheshe owodwa ubusa imakethe ngezinga eliphezulu kangaka, ukukhula kwemboni kungaba kalula ukuthi kuguquke kube ukuncintisana okufanayo. Ukuzivikela esabelweni sabo semakethe, izinkampani kumele zinikeze amakhono okuhlinzeka ahlukene, ngaphezu kokwandisa amandla nokwehlisa amanani. Ngomhla ka-21 kuMbasa, 2025, emcimbini wokuqala we-CATL "Super Tech Day," inkampani yafaka ukukhiqizwa okukhulu kwamabhethri ayo amasha e-sodium-ion njengokuthi "kunciphisa ngempumelelo ukuncika ezinsizeni ze-lithium, kuqinisa isisekelo samandla amasha, futhi kuthuthukisa ukusetshenziswa kwamandla kusuka 'ekuncikeni emthonjeni owodwa' kuya 'enkululekweni yamandla.'" Yabonisa ngesikhathi esifanayo ukusebenza kwamabhethri kuzo zonke izimo ezihlanganisa izimoto zabagibeli, izimoto zezimboni, nokugcinwa kwamandla, igcizelela izinzuzo zebhethri layo le-sodium-ion ezindaweni ezibandayo kakhulu.

Kwa CATL, ubuchwepheshe be-sodium-ion akuwona umkhiqizo owodwa; bumela indlela yokungena kuchungechunge olusha lokuhlinzekwa.

Izindleko zamabhethri e-lithium-ion zivame ukushintsha nezindleko zezinsiza eziphezulu. Amabhethri e-sodium-ion anikeza ukujula okukhulu ekutholakaleni kwezinsiza, okwenza kube lula kubakhiqizi ukusungula amakhono okuphakelayo angaphathwa kalula ngezinto, futhi, ngenxa yalokho, akhe inzuzo yokub pricing esezingeni eliqinile ngokusekelwe ezindlekweni. Ukwanda kwezimo zokugcina amandla kuqhubeka nokukhuthaza ukukhula kwamabhethri e-sodium-ion. Okwamanje, isidingo sokugcina amandla asithinteki kakhulu ekudluliseni amandla uma kuqhathaniswa nezimoto zabagibeli kodwa sithinteka kakhulu ekusebenzeni kwezinga eliphansi, imikhawulo yokuphepha, impilo yokujikeleza, futhi sikhombisa ukugxila okukhulu ezindlekweni zohlelo nasekusebenzeni.

Ngokwesibonelo, njengoba kubikwe yi-Xinhua News Agency ngomhla ziyi-8 kuMfumfu, 2025, iphrojekthi yokwandiswa nokuthuthukiswa kwesigaba sesibili seFulin Sodium-ion Battery Energy Storage Station esifundazweni saseWuming, edolobheni laseNanning, eGuangxi, yethulwe ngokusemthethweni. Kusukela ekuqaleni kokusebenza kwayo ngoMeyi 2024, isigaba sokuqala sephrojekthi sesigcine futhi sikhulule ngaphezu kwe-1.3 million kilowatt-hours kagesi oluhlaza, sidlala indima ebalulekile ekulawuleni inethiwekhi nasekusetshenzisweni kwamandla avuselelekayo. Ukubaluleka kwephrojekthi enjalo kukhona ekutheni amabhethri e-sodium-ion aqala ukuthola isikali nesithunzi ohlakeni lwezinhlelo zokusebenza kanye nasekugcinweni kwamandla embonini/nokuhweba.

Ngalesi sikhumbuzo, uma amabhethri e-sodium-ion efika ezingeni elikhulu ekugcineni amandla nasezindaweni zokuhamba ezithengiswayo, i-CATL ingase ibe nezinye izindlela zokukhula eziphindaphindwayo, ezinikeza umthombo ozinzile wemali eyengeziwe lapho amanani amabhethri e-lithium-ion eguquguquka noma inzuzo ibhajwe kwezinye izimo.

Ngokuqinisekile, izinselelo ezisebenzayo zamabhethri e-sodium-ion zihlala zikhona, ikakhulukazi mayelana nokuhlukahluka kwamandla kanye nezindleko ezikhulisiwe.

Ukuze amabhethri e-sodium-ion enze intuthuko enkulu emkhakheni wezithuthi zabagibeli, kudingeka ukuhlela okuqhubekayo phakathi kokuhluka kwamandla, ukusebenza kahle kokuhlanganiswa kwesistimu, kanye nezindleko. Ngokubheja kubuchwepheshe be-sodium-ion, i-CATL ikhuluma ngokuthi ubuchwepheshe bayo bokwakha nokukhiqiza bungakwazi kancane kancane ukubhekana nalezi zinkinga futhi buguqule kube ama-oda azinzile.

**Ukuhlinzekwa Kwe-Spot vs. Ukujolisa Kwe-Futures**

Umehluko phakathi kwamabhethri e-sodium-ion nawama-solid-state ubonakala kuqala ekulungeleni kwawo kwezimboni. Inzuzo ye-sodium-ion itholakala endleleni yawo esheshayo yokuthola isitoko esikhulu. Inani lawo elibalulekile livame ukuvela ekuxazululeni izinkinga ezisebenzayo, njengokusetshenziswa emazingeni okushisa aphansi, ukuphepha okwengeziwe, nokuzinza kwezindleko, okwenza kube lula ukuthola ama-oda amakhulu ezimeni ezifana nokugcina amandla nezimoto zezentengiselwano. Amabhethri e-solid-state, ngokungafani, afana nenselele emikhawulweni yokusebenza, afuna ukuminyana kwamandla aphezulu, ukuphepha okunamandla kakhulu, namandla angcono okushaja ngokushesha, kodwa abhekana nezingqinamba eziphakeme kakhulu kusukela ezintweni ezisetshenziswayo kuya ekukhiqizeni.

Ngale ndlela, amabhethri e-sodium-ion afana nokuhlinzekwa okwesikhashana, kanti amabhethri e-solid-state afana kakhulu nokulindela okubheke phambili.

Ngokwemininingwane etholakala esidlangaleni evela kuTianyancha kanye nedatha evela kuGaogong Industry Institute (GGII), amandla okukhiqiza asebenzayo ezinkampanini zebhethri le-sodium-ion kulindeleke ukuthi afinyelele cishe ku-19 GWh, 25 GWh, kanye no-60 GWh ngo-2023, 2024, kanye no-2025 ngokulandelana. Ngokuya ngokuthunyelwa, u-2025 kulindeleke ukuthi ubone ukwanda okufika cishe ku-20 GWh, kudlule u-200 GWh ngo-2030. Amabhethri e-sodium-ion angakwazi ukuhlinzeka ngokushesha ngezixazululo zesistimu ezinganikezwa kanye nokukhiqiza idatha yokusebenza yangempela kumaphrojekthi okugcina amandla kanye nezinye izimo zokuhamba. Amabhethri e-solid-state, nokho, asetshenziswa kalula yimali kanye nezimakethe njengendawo yokucabanga yokulinganisa esikhathini esizayo, ikakhulukazi lapho ukuncintisana kwemboni kuqina futhi izinzuzo zemikhiqizo eyodwa zincipha. I-Solid-state ivame ukusebenza njengendaba yezindaba zokukhula ezikude kakhulu.

Ukugcizelelwa kwe-CATL kwamabhethri e-sodium-ion kunokubaluleka kwezimboni hhayi ngokuchitha i-solid-state, kodwa ngokubeka phambili kabusha indawo yamabhethri amandla. Uma nje amabhethri e-sodium-ion angakwazi ukukala ngokushesha ezimeni ezifana nokugcinwa kwamandla nezimoto zentengiso, azodala isigaba esisha sokuthenga samakhasimende aphansi: isidingo esiseduze sizobhekwa ngamabhethri e-sodium-ion kanye ne-LFP, kanti i-solid-state izohlinzeka kakhulu ngezidingo eziphezulu nezihlala isikhathi eside. Ngenxa yalokho, ukuze amabhethri e-solid-state afinyelele isilinganiso esifanayo sokuthenga, kufanele ethule izikhathi ezicacile zokukhiqiza ngobuningi kanye nemigqa yezindleko eyizinga eliphezulu.

Uma sibheka ngokomncintiswano wezimboni, i-CATL ayiyona yodwa umdlali omkhulu emabhethri aqinile; le makethe isivele igcwele abaqalayo. Kodwa-ke, ngokwahlulela ngokubheja kwayo okunzima emabhethri e-sodium-ion, ukuhlelwa kwayo kwezamasu—kuhlanganise nalokho kwamabhethri aqinile—kuchaza ukuhwebelana kwayo kwezamasu esikhathini esithile. Ngokwesibonelo, imibiko yomphakathi ikhombisa ukuthi abanye abakhiqizi banikeze inqubekela phambili ecacile namandla okuhlinzeka ngemizila yama-semi-solid-state. Lokhu kukhombisa ukuthi i-solid-state ayiyona nje umqondo; kunokwenzeka ukuthi ingene kuqala ezinhlelweni eziphakeme nezingekho ngobukhulu ngendlela ye-semi-solid-state ngaphambi kokuthi iqhubekele kancane kokuqukethwe okuphezulu okuqinile noma i-full solid-state.

Le miphumela yokubuyiselwa kwezobuchwepheshe bamabhethri wamandla isivele ibonakala. Ngokwe- CATL Investor Relations Activity Record (Inombolo 2025-005, edlule ngoMfumfu 20, 2025), ukuthunyelwa okuhlanganisiwe kwemikhiqizo yamabhethri wamandla nokugcina amandla kwenkampani emkhakheni wesithathu ka-2025 bekuseduze kuka-180 GWh, lapho ukugcina amandla kubalwa khona cishe ku-20%. Kubike, "Ibhhethri entsha yeSodium ekhishwe yinkampani isidlulile ekuqinisekisweni kweziqondiso ezintsha zikazwelonke," futhi "Amabhethri wamandla ezimoto zabagibeli zeSodium asekuqhubekeni nokuthuthukiswa nokufakwa kubathengi, ngenqubekela phambili ehamba kahle." Ngalesi sikhumbuzo, amabhethri e-sodium-ion nawo amele ukwandiswa kwemingcele ye-CATL uqobo.

Ngakho-ke, uma amabhethri e-sodium-ion esaba umnikelo othile, ukubaluleka kwawo kudlulela kude kakhulu ngokwengeza umugqa omusha wemikhiqizo. Ngempela, babeka "isilinganiso sokwehliswa" esisekelwe kumaflowu emali wamanje ukuze kubalwe "izikhathi zesikhathi eside" ezifana namabhethri e-solid-state. Njengoba imakethe yezimali kufanele yehlise imali engenayo yesikhathi esizayo ibe yamanje isebenzisa izinga lenzalo, ukuhanjiswa okukhulu nokuhamba kwemali okuhle kwezimali zamabhethri e-sodium-ion emikhakheni efana nokugcina amandla kanye nezimoto zokuhweba kuhlinzeka ngenzalo engabizi engabhekwa.

Kusukela lapha, indawo ye-premium yamabhethri e-solid-state izobhekana nokuhlolwa okubili: okukodwa kusekelwe kumandla awo obuchwepheshe besikhathi eside, kanti okunye kusekelwe ekuthuthukisweni kwawo kwezomnotho kwesikhathi esifushane kuya kwesikhathi esiphakathi kanye nomjikelezo wezindleko. Indaba ye-solid-state kumele iguquke ivela ku-"kungani kungenzeka" iye ku-"nini nokuthi ngani kungathunyelwa," futhi kumele ihlale ibhekene nengcindezi ngaphansi kwezimo zokwenziwa.

**Kukhona Okushintshashintshayo Emkhakheni Wamandla 'Omunye Ubuqhawe, Abadlali Abaninzi Abakhululekile'**

Ukubheja okukhulu kwe-CATL kumabhethri e-sodium-ion akuhlosile ukususa i-solid-state etafuleni, kodwa kunalokho ukuhlela izinsiza zezimboni zisuka ezilindweni ezilodwa zibuyele emncintiswaneni wokulethwa.

Ukuze amabhethri aqinile agcine izinto ezilindelekile eziphakeme, adinga ukunqoba amakhasimende ngezinhlelo ezicacile zokukhiqiza ngobuningi, izindleko, kanye nezinhlelo zokuhlinzeka ezizinzile kakhulu. Amabhethri e-sodium-ion, phakathi naleso sikhathi, adinga ukufakazela inani lawo elisebenzayo ngedatha yokusebenza yesikhathi eside, imiqulu yokuhlinzeka enkulu, kanye nezindleko ezizinzile kakhulu zokujikeleza impilo ephelele.

Ngokubeka isandla esisodwa ukubheja kakhulu ku-sodium-ion kanti esinye singayeki i-solid-state, indlela ye-CATL ifana nomjaho wokubusa imboni kunokuba kube ukubheja kobuchwepheshe obubodwa.

Amabhethri e-sodium-ion asondela kakhulu esidingweni esikhulayo esikhathini esiphuthumayo sokugcina amandla nezinye izimo zokuhweba, kanti amabhethri e-solid-state asondela kakhulu ethikithi lesikhathi eside lokusebenza okuphezulu namapulatifomu esizukulwane esilandelayo. Ukulandela zombili ngasikhathi sinye kushintsha umncintiswano omkhulu kusukela ekulindeni umdlalo owodwa wokugcina uye enkundleni yomdlalo eyinkimbinkimbi lapho izindlela eziningi zobuchwepheshe, izimo ezahlukahlukene zokuhweba, kanye abadlali abaholayo abaningana basebenza ngasikhathi sinye.

Njengoba amabhethri e-sodium-ion esetshenziswa kabanzi ezindaweni eziningi ezifana nokugcina amandla, amandla asizayo ezimotweni zezentengiso, namandla ezimotweni ezihamba kancane, isakhiwo sezimboni sizoshintsha sisuke enkathini ye-lithium-ion "amandla amakhulu, abadlali abaningi abanamandla" siye kufomu elisha elibonakala ngokuthi "amandla amakhulu, abadlali abaningi abanamandla" okuhlanganiswe nokuncintisana kwezindlela eziningi. Ukusetshenziswa okukhulu kwamabhethri e-sodium-ion yi-CATL ngokuyisisekelo kuhilela ukuqinisekisa izikhundla kusenesikhathi endaweni lapho izindleko zokugcina amandla nezimo ezikhulayo zishintsha khona, kanti inkundla enkulu isalawulwa amabhethri e-LFP nawama-ternary, kanyekanye kuncishiswe ukuncika ekujikelezeni komthombo owodwa.

Ngokwemininingwane etholakala esidlangaleni evela kwaTianyancha kanye nombiko wangomhla zingama-21 kuNovemba, 2025 we-*Cailian Press*, eNgqungqutheleni Yonyaka Yamabhethri E-Lithium kaGaogong, uBai Houshan, uSihlalo weRonbay Technology, uthe umkhuba wokuthuthukiswa kwamabhethri ubheke ezintweni ezingavamile, ezingabalulekile, nezishibhile. Ubebuye futhi abike ukuthi ngo-2035, isilinganiso samabhethri e-LFP namabhethri e-sodium-ion sizoba ngu-4:6. Ngesikhathi esifanayo, isidingo sezinto ze-cathode zamabhethri e-LFP sizofinyelela amathani ayizigidi ezingu-15, kanti isidingo sezinto ze-cathode zamabhethri e-sodium-ion sizofinyelela amathani ayizigidi ezingu-20.

Umncintiswano uyashuba ngokushesha. Umbiko okukhulunywe ngawo ngaphambili, i-*Cailian Press*, uphawule ukuthi ngoJulayi 16, 2025, iBYD yamemezela ngokusemthethweni ukuqala kokukhiqiza emgqeni wayo wokukhiqiza amabhethri e-sodium-ion eXining, Qinghai. NgoSepthemba 24, 2025, uhlelo lokuqala lwamandla okugcina amabhethri e-sodium-ion omthamo omkhulu lwe-Eve Energy luphumelele ukulungiswa okuxhunywe kunethiwekhi esikhungweni sayo saseJingmen, ngokuqala ukusebenza ngokuhweba.

Ngaphambili, ngo-Ephreli 29, 2025, i-*Economic Information Daily* yabika ukuthi iHiNa Battery yethule isixazululo sayo samabhethri e-sodium-ion ezimoto zokuhweba, okubonisa ukuthi umkhiqizo usuka ekubonisweni uye ekusebenzeni kwansuku zonke kweziteshi zamandla, ubeka isisindo esikhulu ekusebenzeni kahle kohlelo lwamangqamuzana, izindleko zokusebenza, nokwethembeka kwesikhathi eside.

Ngokwe-CATL, ukwanda kwabathintekayo embonini ngokwemvelo kukhuphula umkhawulo wokuncintisana. Uma amabhethri e-sodium-ion engena ekusebenzeni okujwayelekile kwezinhlelo zamandla kanye nokugcina amandla kwezomnotho/ezokuhweba, izidingo zamakhasimende zokuzinza kokuhlinzeka kanye nensizakalo yokuphila ephelele izosondela ngokushesha kulokho okukhona kumagagasi e-lithium-ion agcinwe kahle. Ngaphezu kwalokho, ngenkathi kuthuthwa kokubili imigqa ye-sodium-ion kanye ne-solid-state, i-CATL idinga futhi ukugcina inzuzo yokwakheka kwayo kwezohwebo ze-LFP kanye nokugcina amandla. Njengoba ingxenye ye-LFP esakhiweni sokufaka ekhaya ifinyelela ku-81.2%, noma yiziphi izinguquko ekuzinziseni kokuhlinzeka noma emgqeni wezindleko zizokhuphuka emakethe.

Kubakhiqizi bezimoto namakhasimende okugcina amandla, ukuthuthukiswa okuhambisanayo kwezindlela eziningi kusho ukuthi ama-portfolios okuthenga azoba nezinhlobonhlobo eziningi, lapho amandla okubeka amanani ezinto ezithengiwe ezincike kakhulu emakhono aphelele okulethwa kanye nezindleko zempilo yonke kunokuba kube yisilinganiso esisodwa. Ezinkampanini zamabhethri, ukuthuthukiswa okuhambisanayo kwezindlela eziningi kusho ukwabiwa kwamandla okuyinkimbinkimbi kakhulu kanye nokuhlinzekwa kwezinto ezibonakalayo. Ngokubheja esikhaleni esiphelele, i-CATL ikhetha ngempela ukulwela ukubusa endaweni yokuncintisana eyinkimbinkimbi kakhudlwana. Umphumela wokugcina kungenzeka kakhulu ukuthi unqunywe ngokuhlanganyela ukulethwa okukhulu, isivinini sokwehlisa izindleko, ukwamukelwa kwamakhasimende, namakhono okwenza ezindaweni ezithile, kunokuba kube yimpumelelo eyodwa kunoma iyiphi ubuchwepheshe.

**Ekupheleni**

Amabhethri e-sodium-ion kanye namabhethri e-solid-state awanalo ubudlelwano bokufanekisa; anjengamathuba amabili ezohwebo ezikhaleni ezahlukene zesikhathi.

I-Sodium-ion ichaza izinto ezibalulekile ngokusekelwe esidingweni sangempela, kanti i-solid-state ichaza indawo yokucabanga ngokusekelwe emikhawulweni yokusebenza. Ngokudalula isu layo ngalesi sikhathi, i-CATL igcizelela izilinganiso zokulethwa ezibambekayo, ezikaliwe ze-sodium-ion ngesikhathi lapho imboni idonswa imibono yesikhathi eside, kanti ngasikhathi sinye igcina i-chip yayo yesikhathi eside ye-solid-state.

Okubaluleke kakhulu ukuthi imboni igxile kukho akukona ukuthi iyiphi indlela esezingeni eliphezulu, kodwa ukuthi iyiphi engaletha ukuhlinzekwa okuzinzile ngokushesha, esungula izinzuzo zesikhathi eside ezindlekweni nokuphepha, futhi ikhuthaze ukuthengwa okuqhubekayo nokubambelela okuqinile ezingeni lamakhasimende.

Lapho amabhethri e-sodium-ion esebenza ngobuningi ezindaweni zokugcina amandla nezokuhweba, izinto ezilindelwe kumabhethri aqinile zizobhekisisa kakhulu izikhathi zokulethwa, zingabe zisasekelwa kuphela emiqondweni nasezivivinyweni zobuchwepheshe ngokwazo. Lokhu kuzophinde kube yindawo ebalulekile emzuliswaneni olandelayo wokuncintisana embonini yamabhethri.