Valelisa ku-Involution: Imboni ye-Lithium Battery Ingena ku-Cycle Elisha

Ngemuva komhlangano omkhulu ohlangene wezinhlaka ezine zaseShayina ekuqaleni kuka-Ephreli, umkhakha webhethri le-lithium usushintshe ngokusemthethweni kusuka ekwandeni okungahlelekile uye esigabeni sokuthuthukiswa kwekhwalithi ephezulu.

Ngo-Ephreli 9, 2026, iziphathimandla zakhala ngokucacile ukuthi kudingeka ukumelana ngokuqinile nokuncintisana okungekho emthethweni. Le nqubomgomo ye-"anti-involution" isheshise ukuthuthukisa ukuhlangana kokufunwa nokunikezwa. Ngenxa yalokho, umkhakha webhethri we-lithium we-A-share ukhule kakhulu ngo-Ephreli 10, neziqhwaga ezifana ne-CATL zihola ukukhuphuka njengoba i-ChiNext Index ifinyelela phezulu eminyakeni emine..

Njengoba ukukhula kwemakethe ye-EV kuncipha, ama-Energy Storage Systems (ESS) sekuwumthombo omusha wokukhula. Iziqhwaga ezifana ne-LG Energy Solution ne-SK On zilungisa imigqa ye-EV ukuze kukhiqizwe amabhethri e-LFP we-ESS, aqhutshwa isidingo esivela kugridi yaseNyakatho Melika kanye nezikhungo zedatha ze-AI..

E-China, i-Eve Energy imemezele ukwanda okungaphezu kuka-230GWh. Idatha ibonisa ukuthi ku-Q1 2026, ukuthengiswa kwamabhethri e-ESS kukhule kakhulu ngo-110% ngonyaka, kudlula kakhulu ukukhula kwamabhethri e-EV. I-ESS isuka ku-"umsizi" iye ku-" umlingisi omkhulu"..

Ukusekela ukushaja okusheshayo kakhulu (EFC), i-Yuanchi New Energy ikhiphe ibhethri le-LNMO elingu-4.8V eliphezulu, enikeza "impendulo yesithathu" ngaphezu kwe-LFP ne-NCM ezakhiweni ezingama-1000V.

Ngaleso sikhathi, njengoba ukuhlinzekwa kwe-lithium emhlabeni kuncipha futhi amanani ebuya emuva kusuka kumazinga aphansi, abahlaziyi babikezela ukukhula okungaphezu kuka-60% ekufakweni kwe-ESS emhlabeni wonke ngo-2026. Impumelelo yomkhakha iyabuyela ngokucacile.

Isiphetho: U-2026 ubeka isikhathi esibalulekile lapho ikhwalithi idlula ubuningi. Umqhudelwano usushintsha kusuka ekubhidliza ngentengo ephansi uye ekuthuthukisweni kobuchwepheshe nasekubambeni imakethe yokugcina amandla enenzuzo enkulu.