Uphenyo Lwamabhethri e-Lithium – Ephreli 2026: Ukukhula Kwezidingo Kuhlangana Nezobuchwepheshe Ezizayo

Kusukela ekuqaleni kuka-2026, umkhakha wamabhethri e-lithium uqhubekile nokukhula okuphezulu. NgoMsombuluko, izinhlelo zokukhiqiza ziqhubekile nokwenyuka ngenyanga, futhi iningi lezinkampani likhiphe imiphumela eqinile ye-Q1. Ukushayelwa phambili yizimo zokuhlinzeka-nokufuna ezithuthukisiwe kanye nokusheshisa kokuphuculwa kobuchwepheshe, umkhakha wamabhethri e-lithium ungene esigabeni esisha sokukhula kokufuna okuhambisanayo nokuhlelwa kwezakhiwo.

Ngokocwaningo lwemakethe oluqapha abakhiqizi bamabhethri abaphezulu abangama-20 eChina, ukuphelele kokuhlelwa kokukhiqiza amabhethri e-lithium ngoMsombuluko 2026 kufinyelele cishe ku-235 GWh, kukhuphuke ngo-7.3% ngenyanga, lapho amaseli wokugcina amandla enza u-41.3% wesamba.. Idatha evela eXindian Lithium ikhombisa ukuthi izinkampani zamasampula zendawo zihlele ukukhiqiza amabhathri angama-151.1 GWh ngoMsombuluko, okukhuphuleka ngo-3.8% uma kuqhathaniswa nenyanga edlule, kuholela ekukhuleni okubanzi ezinsizakalweni eziphakathi: ukukhiqizwa kwekathode kufinyelele ku-195,000 tonnes (+1.1%), anode 176,000 tonnes (+6.7%), separator 2.11 billion m² (+0.7%), kanye ne-electrolyte 115,000 tonnes (+8.0%). Izinhlelo zokuqala zangoMeyi zikhombisa ukuthi kuzokhiqizwa ama-218.8 GWh, okukhombisa ukukhula konyaka ngo-63% nokukhula kwenyanga ngo-6%, kukhombisa isidingo esiqinile esiphakeme.

Ukusuka kwezimboni okukhulayo kubonakala ngokucacile emibikweni yezinkampani yenyanga zonke. I-CATL, umholi wezimboni, ibike imali engenayo ye-Q1 2026 engu-RMB 129.13 billion, ikhuphuke ngo-52.45% unyaka nonyaka, nenenzuzo eyengeziwe ezabelweni ifinyelele ku-RMB 20.74 billion, ikhuphuke ngo-48.52%. Ukuthunyelwa kwamabhethri amandla nokugcina amandla enkampani kudlule ku-200 GWh ku-Q1, kanti isabelo sokugcina amandla sikhuphuke kakhulu saya ku-25%. Ngaphezu kwalokho, i-Tianqi Lithium yafinyelela inzuzo ye-Q1 engu-RMB 1.876 billion, yenyuka ngo-1699.12% unyaka nonyaka; i-EVE Energy ibikezela ukukhula kwenzuzo ye-Q1 ngo-25%–35%. Ngokwe-GGII, ukuthunyelwa kwamabhethri e-lithium okugcina amandla e-China ngo-Q1 2026 kwafinyelela ku-215 GWh, kwenyuka ngo-139% unyaka nonyaka, kwenza ukugcina amandla kube yingxenye ekhula kakhulu embonini yamabhethri e-lithium.

Ngomhla ziyi-9 kuMbasa, iminyango emine kahulumeni — iMnyango Wezimboni Nezobuchwepheshe Bolwazi, iKomidi Lezokuthuthukiswa Nokulungiswa Kwezomnotho, iMnyango Wezokuphathwa Kwezimakethe, kanye neMnyango Wezamandla Kazwelonke — bahlanganyela ukuhlela umhlangano wezinkampani zamabhethri wamandla nokugcina amandla. Umhlangano ubizele ekwenzeni imizamo eqhubekayo ekwaziseni nasekulawuleni amandla, ukujwayelana nokuncintisana kwezintengo, ukufushane kwezikhathi zokukhokha zabahlinzeki, ukuqinisekisa ukuqapha kwekhwalithi yomkhiqizo, nokulwa nokwephulwa kwamalungelo obunikazi kanye "nokuphuma kokuncintisana okunzima.". Umzamo oqhubekayo wokulwa nokuncintisana okubulalayo ohlangothini lokuhlinzekwa kulindeleke ukuthi uthuthukise kakhulu ibhalansi phakathi kokuhlinzekwa nokufunwa kwemboni.

E-2026 Beijing International Auto Show, evula nje, amabhethri e-solid-state athathe isikhumbuzo. I-CATL’s semi-solid-state Qilin Battery ihlelwe ukuba ikhiqizwe ngamasheya amakhulu engxenyeni yesibili ka-2026, ngenkathi amabhethri e-all-solid-state ehlelelwe ukukhiqizwa ngamasheya amancane ngo-2027. I-BYD ibonise imoto eqhutshelwe ubuchwepheshe bamabhethri e-all-solid-state asekelwe ku-sulfide, ifinyelela ubukhulu bamandla obungu-480 Wh/kg, ngenhloso yokuhlanganiswa kwemoto ehlelelwe ngo-2027. Abakhiqizi bemoto abaningi okubalwa kuzo i-Chery, GAC, SAIC, kanye ne-FAW baphakamisile imigomo yabo yokukhiqiza amabhayisikili e-all-solid-state phakathi kuka-2026 no-2027.. Ngaleso sikhathi, amabhethri e-sodium-ion nawo afinyelele esigabeni esibalulekile sokuthengiswa: ngomhlaka-27 kuMbasa, i-CATL ne-Hyperstrong basayine isivumelwano sokubambisana samashidi angu-3, ama-GWh angu-60 amabhethri e-sodium-ion — inkontileka enkulu kunazo zonke yohlobo lwayo emhlabeni jikelele kuze kube manje — okubeka ushintsho olusemthethweni lobuchwepheshe bamabhethri e-sodium-ion esigabeni sokuqinisekisa sibe ukusetshenziswa okukhulu..

Ngo-Ephreli 24, i-lithium carbonate yasekhaya yebanga lamabhethri yayibiza ngama-RMB 173,100 ngelitha, ikhuphuke ngo-10.12% emavikini amabili adlule. Ukuhluleka okuvamile kokumba phesheya — kuhlanganisa nemikhawulo yokuthumela eZimbabwe, ukukhathazeka ngokuhlinzekwa kwe-diesel e-Australia, kanye nezivumelwano zokuvuselela ezindaweni zokumba i-lithium zasekhaya eYichun, eJiangxi — kuhambisana nesidingo esiqhubekayo esiphakeme, kungenzeka ukuthi kuzogcina amanani e-lithium ephezulu esikhathini esizayo. Ngaphansi kwemithetho, umthetho omusha we-Battery Regulation we-EU usungene ngokuphelele ekusebenzeni ngo-2026, nezidingo zokwaziswa kwe-carbon footprint, amapasipoti ebhethri, kanye nemikhawulo yokuhamba komoya yokushaja manje sekuqinisekisiwe. Ukuhambisana sekubekezeleleke njengendlela ebalulekile yokungena kwemikhiqizo ye-battery ye-lithium yaseShayina emakethe yaseYurophu, futhi izinkampani ezihlosiwe zokuthumela kufanele zilungiselele kusenesikhathi.