Ukuqonda Imakethe Yamabhethri E-lithium (NgoMeyi 2026): Ukuthunyelwa kwe-Q1 Kwanda ngo-67% Njengoba Izinkampani Ezinkulu Zobuchwepheshe Zibheja Ekushajeni Okusheshayo Kakhulu kanye Nezindlela Ezintsha Zokushaja

Njengoba singena maphakathi no-2026, imboni yamabhethri e-lithium ibona ukuhlukana okukhulu okuqhutshwa isidingo sokugcina amandla, izidingo zamandla e-AI, kanye nokuhlelwa kabusha kwezinto zokukhiqiza. Kusukela kudatha yokukhiqiza ephula amarekhodi e-China kuya kumaphutha amasha amabhethri, nansi izinto ezibalulekile zaleli sonto.

Ngaphandle kokuba yisikhathi esivamile sokuphumula, imakethe yaseShayina yamabhethri e-lithium ibone ukukhula okuqhumayo ngoQ1 2026. Ngokwe-GGII, ukuthunyelwa okuphelele kufinyelele ku-525 GWh, ukwanda konyaka nonyaka okungu-67%.

kuyinkanyezi enkulu, ngokuthunyelwa okukhula ngo-139% YoY.

kuhlala kuphezulu. NgoMeyi 2026, izinhlelo zokukhiqiza phakathi kwabakhiqizi bamabhethri abangaphezulu kwabangu-20 bafinyelele ku-249 GWh (kwanda ngo-6% MoM), okubeka izinyanga ezintathu zilandelana zirekhoda phezulu..

Inkampani enkulu yezinto zokubheja yaseShayina iHuayou Cobalt iphakamise ukuthengwa kwe-Atlantic Lithium ngamaRandi ayizigidi ezingu-210 ukuze ilawule i-Ewoyaa Lithium Project eGhana. Lesi sinyathelo sigcizelela umkhuba oqhubekayo wokuthi imali yaseShayina iqinisekise izimpahla ezisemazingeni aphezulu e-Afrika ukuze iqinise uchungechunge lokuhlinzekwa kwezinto ezibonakalayo ze-EV boom..

Indawo yobuchwepheshe iyashintsha ngokushesha kunanini ngaphambili:

I-CATL isanda kwethula ibhethri layo le-3rd Generation "Shenxing", okuyinto eyenza ukuthi ishaje ngezinga elingu-10C (kusuka ku-10% kuye ku-80% emizuzwini emi-3 nemizuzwana engu-44 kuphela). Baphinde bakhulula ibhethri elithi "Qilin Condensed Battery" elinamandla angu-350 Wh/kg okuhloswe ukuba lihambe ibanga elingu-1,500 km..

Abacwaningi baseNyuvesi yaseTsinghua bathuthukise ubuchwepheshe be-"molecular building block" ukuvula amathuba amabhethri e-Lithium-Sulfur (Li-S), okubalulekile emnothweni ophansi (ama-drone).. Ngaleso sikhathi, i-CUHK ithuthukise ingubo ye-molecular ukuthuthukisa ukuzinza kwe-Lithium Metal Battery, isinyathelo esibalulekile esiya kuma-EV aphephile, aphezulu kakhulu.

Ngemuva kokuwa kuka-2022, amanani e-lithium agcina aqala ukukhuphuka. Kodwa-ke, ngokungafani nomjikelezo wokugcina, ukuhlinzekwa akusheshisi. Azikho iz project ezinkulu ezintsha eziqalisiwe kusukela ngo-2024, futhi abavukuzi bagcina isu elithi "inani phezu kwevolumu". Amabhange amakhulu afana ne-J.P. Morgan ne-Morgan Stanley manje abikezela ukushoda okuyisisekelo kusukela ngo-2026..