isiZulu
Ukuqina kwezithunyelwa ngaphandle kuyanda, ukugcinwa kwamandla kubalulekile ekukhuleni, amabhethri e-sodium-ion angena esigabeni sokukhiqizwa ngobuningi
Kwadalwa ngo 04.03
Ukuthunyelwa kwamanye amazwe: Izimakethe ezihlukahlukene zisekela ukukhula
NgoJanuwari–Februwari 2026, ukuthekeliswa kwamabhethri e-lithium eChina kufinyelele ku-R270.8 billion, kwanda ngo-46% unyaka nonyaka. I-EU ihlala iyimakethe enkulu kunazo zonke (isabelo esingu-43.1%), kanti isabelo se-US sehle saya ku-9.7%. Izimakethe ezisakhula njengeLatin America, iMiddle East, neSoutheast Asia zonke zikhule ngaphezu kuka-200%, kwadala indawo yomhlaba wonke elinganayo.
Inqubomgomo: Ukuqedwa kancane kancane kwe-VAT rebate kuphoqa ukuthuthukiswa kwemboni
Kusukela ngo-Ephreli 1, 2026, izinga lokubuyiselwa kwe-VAT yokuthekelisa kwamabhethri kuncishiswe kusuka ku-9% saya ku-6%, futhi izosuswa ngokuphelele kusukela ngoJanuwari 1, 2027. Kubonakala ukwanda okwesikhashana kwama-oda angaphandle, kanti umphumela wesikhathi eside uzosheshisa ukuhlanganiswa kwemboni. Phakathi naleso sikhathi, uhulumeni uphinde uvimbele izimpi zamanani "ezifana nokuzibandakanya" ukuze aqondise ukuthuthukiswa kwekhwalithi ephezulu.
Ubuchwepheshe: Ukukhiqizwa ngobuningi kwe-sodium-ion kuyaqala, amabhethri e-solid-state alungile
- Amabhethri e-Sodium-ion
: I-CATL yethule ibhethri layo le-sodium-ion yokugcina amandla (amajikelo angaphezu kuka-15,000), okuzosetshenziswa ngokushesha kulo nyaka. I-Changan Auto izokwethula imoto yokuqala yabagibeli enikwa amandla ibhethri le-CATL elithi “NaXin”, enikeza ibanga elingaphezu kuka-400 km. U-2026 ubhekwa njengonyaka wokuqala wezicelo ezinkulu zamabhethri e-sodium-ion.
- Amabhethri e-solid-state
: U-2026 ubeka unyaka wokukhiqiza ngobuningi, kanti ukuthunyelwa kwamazwe omhlaba kulindeleke ukuthi kufike ku-50 GWh. Amabhethri e-semi-solid ayakhuphuka kusukela ekuhlolweni kuya ekukhiqizeni ngobuningi.
Izicelo: Ukugcinwa kwamandla kuba injini enkulu yokukhula
- Ukuqina kokugcinwa kwamandla
: NgoJanuwari-Februwari 2026, ukufakwa okusha kokugcinwa kwamandla ezindlini kwanda ngo-472% unyaka nonyaka, futhi izimemo zakhula ngo-73.3%. Amanani amaselula ajwayelekile abuyele ngaphezu kwe-RMB 0.4/Wh, ngokulinganisela okuqinile kokufunwa nokuhlinzekwa.
- Izikhungo zedatha ze-AI
: Umbiko womsebenzi kahulumeni wethule okokuqala okuthi “ukuvumelana kwamandla okubala,” okwenza ukugcinwa kwezikhungo zedatha kube yindawo entsha yokukhula.
- Amabhethri ezimoto zikagesi
: Ukuthunyelwa kwamanye amazwe kwezimoto ezintsha kukagesi kukhuphuke ngo-110% unyaka nonyaka, futhi ukufakwa kwamabhethri amandla kukhuphuke ngo-37.4%.
Uchungechunge lwezimboni: Amanani e-lithium carbonate ayabuyela ngamandla
Amanani e-lithium carbonate esigaba samabhethri afike ku-RMB 166,000/ton, akhuphuke ngaphezu kuka-160% kusukela ezingeni eliphansi lika-2025. Ukumiswa kweZimbabwe kokuthunyelwa kwamanye amazwe kwe-lithium concentrate kanye nomthetho omusha wezimayini waseChina kwandisa izindleko. Kuhlangene nokufunwa okuqinile, inzuzo yezinkampani ze-lithium ithuthuke kakhulu (isibonelo, inzuzo eyengeziwe ye-Ganfeng Lithium ikhuphuke ngo-177%).
Isifinyezo
Imboni yamabhethri e-lithium idlula ushintsho olubalulekile ngo-2026: ukususwa kwe-VAT rebate, ukwenziwa kwe-sodium-ion, ukwanda kokugcinwa kwamandla, kanye nokushintsha kusuka ezimpini zamanani kuya emqhudelwaneni wenani. Nguquko yamandla yomhlaba wonke isiqinisekisiwe, ukukhula kwesikhathi eside kuhlala kunethemba.