Isifinyezo Somkhakha Webhethri Le-Lithium ka-2026: Ukushintsha Kokuhlinzekwa kanye Nokuphumelela Kobuchwepheshe

Njengoba iQ2 2026 iqhubeka, umkhakha wamabhethri e-lithium ukwi-ndawo ebalulekile. Amanani e-lithium ayaphindaphinda ngokushesha ngokuqinisekile, kanti kukhona ukuntuleka kokuhlinzeka okukhuluma. Isidingo sokugcina amandla sidlula ama-EV njengomgibeli omkhulu wokukhula, kanti ubuchwepheshe bamabhethri e-solid-state kanye ne-sodium-ion bufinyelela ezingeni lokukhiqiza okukhulu.

Amanani e-lithium carbonate angama-battery aphezulu akhuphuke ngaphezu kuka-90% ukusuka ezingeni eliphansi lonyaka odlule. U-Morgan Stanley ubikezela ukuntuleka kokuhlinzeka emhlabeni okungama-~100k tons ku-H2 2026. Ukukhula kokuhlinzeka kubambezela ngenxa yokumiswa kwemigodi kanye nezilawuli zokuthumela, kanti isidingo sikhuphuka kakhulu ngenxa yokukhula kwe-ESS emhlabeni. Ngemali yokugcina engaphansi kwesidingo senyanga eyodwa, ingcindezi yokukhuphuka kwam价格 ibalulekile.

Kuhlelwa ukuthi ukuthunyelwa kwamangqamuzana okugcina amandla kuzokhula ngaphezu kuka-70% ngo-2026. Abakhiqizi abasezingeni eliphezulu basebenza ngokugcwele ngezikhathi ezinde zokulethwa. Ngenxa yezidingo zokuzinza kwenethiwekhi kanye nokusekelwa kwamadatha ezikhungweni ze-AI, abadlali abakhulu njenge-EVE Energy benza izinhlelo zokwandisa izigidigidi zamadola. Phakathi naleso sikhathi, umthamo wokuthekelisa ukwenyuka ngo-63%, nakuba amanani aphakathi ehle, okubonisa ukuncintisana okukhulayo.3. Amabhethri e-Solid-State: Iwindi Lokukhiqiza Ngobuningi Liyavuleka

I-white paper ye-MIIT yaseChina iqinisekisa ukuthi imboni isingenile esigabeni sokukhiqiza okuyingxenye ye-solid nokuhlolwa kwe-pilot okuyingxenye ye-solid-state. Imigqa yokukhiqiza evela ku-Qingtao Energy naku-GAC Aion iyasebenza. Abakhiqizi bezimoto njenge-Chery ne-Geely bahlose ukuqinisekiswa kwezimoto kwamabhethri e-solid-state ngo-2026/2027. Imithetho yokuphepha eqinile esebenza kusukela ngoJulayi 2026 izosheshisa ukwamukelwa kwezinhlanganisela ze-solid-state eziphephile.

Abacwaningi be-CAS bafinyelele impumelelo enkulu kumakhemikhali e-sodium-ion "angenayo i-thermal runaway". Uhlobo lwe-CATL oluthi "NaXin" luzolungela ukukhiqizwa ngobuningi kulo nyaka, ngokubambisana nabakhiqizi bezimoto njengoChangan. Kulindeleke ukuthi izobiza njengezibhethri ze-LFP ngo-2027, okuzoba yinto enkulu kwezentengiselwano.

Izibonelelo zentela yokuthekelisa amabhethri ziyanciphiswa kakhulu kusukela ngo-Ephreli 2026, zicindezela imboni ukuba ingancikeli emncintiswaneni wamanani aphansi. Imithetho emisha yokugaywa kabusha ifuna "ama-Digital ID" nezinqubo ezihlanganisiwe zokulahla izimoto namabhethri, okukhipha ngempumelelo abagayisi abangakahleleki futhi kuzuze izinkampani ezinkulu ezithobela imithetho.

Imboni iyaguquka kusukela ekwandiseni okusheshayo kuye ekuthuthukisweni kwekhwalithi ephezulu. Izindleko zezinto ezikhuphukayo nezinqubomgomo eziqinile zivivinya ukumelana kwezinkampani, kanti ukuqhuma kwe-ESS nokuhlelwa kobuchwepheshe kunikeza izindlela ezintsha zokuhlukanisa. Indlela yobuchwepheshe obuningi nokuphathwa komjikelezo wokuphila okuyindilinga kuzochaza isimo esizayo.