isiZulu
Umkhakha Wamabhethri e-Lithium Ufinyelela Iphuzu Lokuguquka: Ukukhuphuka Kwezidingo Kuhlangana Nezithuthukisi Zobuchwepheshe
Kwadalwa ngo 05.11
Ngemuva kweminyaka emibili yempi yezindleko kanye nezinguquko embonini, umkhakha wamabhethri e-lithium ubuyela ngamandla. Ukungena esigabeni sesibili sika-2026, umkhakha ungene esigabeni esisha sokukhula okukhulu "kwesikhala nezindleko" uma kuqhathaniswa nokusebenza kwemakethe yezezimali, inzuzo yenkampani, kanye nezithombe zobuchwepheshe eziphambili.
Ukubuyiselwa kwemakethe: Ukukhula Okuphindwe Kabili Ekusebenzeni Nokuveliswa
Ngokwedatha yakamuva yezezimali, inzuzo ephelele yenetha ebekwe embonini yamabhethri e-lithium yafinyelela ku-46.321 billion RMB ngoQ1 2026, ukwanda konyaka nonyaka okungu-118%. Umkhakha wezinto ezingaphambili ukhombise ukuguquguquka okukhulu, ngenzuzo kumafoyili e-copper nezinto ze-LFP cathode ezikhuphuke kakhulu kuneziyishumi. Umshayeli oyinhloko wale mkhula ukugcinwa kwamandla.
. Ikhuthazwe ukwakhiwa okukhulu kwezikhungo zedatha nokuhlanganiswa kwamandla avuselelekayo kunethiwekhi, ukukhiqizwa kwamabhethri okugcina amandla kukhuphuke ngo-115% unyaka nonyaka ngoQ1 2026, kwaba insika ebalulekile yesidingo se-lithium.
Imingcele yezobuchwepheshe: Izimpumelelo Ezinkulu eTsinghua naseShandong University Izindaba ezikhanga kakhulu muva nje zivela emanyuvesi. Ithimba likaProfessor Zhou Guangmin eTsinghua University lashicilela imiphumela emisha kumabhethri e-lithium-sulfur ku-Nature
. Ngokuhlanganisa i-AI ne-quantum chemistry, bakha ibhethri le-lithium-sulfur elinomthamo omkhulu wamandla ka-549 Wh/kg, okuyisithembiso sokwandisa kakhulu ukubekezela kwama-drones nemishini yezindiza.
Phakathi kwaleso sikhathi, ithimba likaProfessor Si Pengchao eShandong University lenze intuthuko ekushajeni okusheshayo kwezinga lokushisa elibanzi, lakha ubuchwepheshe bebhethri obusebenza ezingeni lokushisa elidlulele kusuka ku- -60°C kuye ku-80°C, elixazulula izinkinga zezimoto zikagesi ezindaweni ezibandayo nezishisayo.
Ukuhlinzekwa Nokubheka Phambili: Amanani e-Lithium Ahlala Ephakeme
Ngakolunye uhlangothi lokuhlinzekwa, ngenxa yezinto ezifana nokuvinjelwa kwezimayini eZimbabwe kanye nokuguqulwa kwezimayini zaseJiangxi, amanani e-lithium carbonate ahlala esezingeni eliphezulu (cishe ama-RMB ayi-170,000 kuye kwayi-180,000 ngelitha). Noma i-Goldman Sachs ibikezela ukuthi amanani e-lithium angase afinyelele esiqongweni phakathi nengxenye yokuqala ka-2026, ukwanda okuqhubekayo kwesidingo sokugcina amandla kuzohlinzeka ngosekelo oluqinile.
Isiphetho
Imakethethi ye-lithium ngo-2026 isidlulile emnothweni ophansi wezindleko futhi ingene esigabeni sokuthuthukiswa kwekhwalithi ephezulu okuhlinzekwa yidinga yokugcina amandla kanye nobuchwepheshe obuphezulu. Kubadlali bomkhakha, ukugxila kubuchwepheshe bezizukulwane ezizayo obufana namabhethri e-solid-state kanye namabhethri e-lithium-sulfur, kanye nokugcina izinsiza eziphezulu, kuzoba yisihluthulelo sempumelelo yesikhathi esizayo.