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Isibuyekezo Semboni Yamabhetri Ye-Lithium: Ukubuyiswa Kwentengo, Izinto Ezintsha Zobuchwepheshe, Nemithetho Eqinile
Kwadalwa ngo 05.14
Isibuyekezo Semboni Yamabhethri Yelithium: Ukubuyiselwa Kwentengo, Ukuqhubeka Kobuchwepheshe, kanye Nemithetho Eqinile
——Akuyona nje ukubuyela emuva; ukubuyela enanini.
Njengoba singena kuMeyi 2026, imboni yamabhethri elithium idlula "ekuguqukeni okulindelekile" okukhulu kanye nokuguquka okujulile. Ngentengo yelithium carbonate iphinde yeqe umkhawulo we-¥200,000/ton, i-CIBF 2026 isiqala, kanye neministeri emihlanu ihlangene icindezela ukungahambi kahle kokugaywa kabusha, kucacile ukuthi imboni iyashintsha kusukela ekwandiseni okunamandla kuye ekuthuthukisweni kwekhwalithi ephezulu.
1. Izimo Zemakethe: Ukwanda Kwesitoreji Samandla
I-lithium carbonate futures iye yeqe umkhawulo we-¥200,000/ton, ikhuphuke ngaphezu kuka-67% kusukela ekuqaleni konyaka.. Ngokungafani ne-bubble ka-2022, leli ngqongqothelo lishukunyiswa isidingo esiqinile, ikakhulukazi esivela ekugcinweni kwamandla ezikhungweni zemidiya ze-AI. Isidingo samabhethri okugcina amandla emhlabeni wonke sikhule ngo-51% ngo-2025, sidlula ukukhula kwamabhethri ezimoto zikagesi futhi saba injini entsha yesidingo esiyinhloko se-lithium.
2. Umcimbi Womkhakha: I-CIBF 2026 e-Shenzhen
I-18th China International Battery Fair (CIBF2026) iqale e-Shenzhen ngoMeyi 13. Ngendawo enkulu irekhodi engu-280,000 sqm kanye nababonisi abacishe babe ngu-3,200, umcimbi ugxile ku-"Ukuxhumanisa Umhlaba, Ukunika Amandla Okuluhlaza, Ukushayela Ikusasa." Okugqanyisiwe ngamabhethri aqinile, amabhethri e-sodium-ion, kanye nezixazululo ezilandelayo zokugcina amandla.
3. Inqubomgomo & Ukuthobela: Ukulawula Ukugaywa Kabusha Kwamabhethri
Uphendula igagasi oluzayo lokuthatha umhlalaphansi kwamabhethri, iministeri eyisihlanu yaseShayina yethula isinyathelo sokubambisana sokubuyekeza (Ephreli-Juni) ukulawula imboni yokugaywa kabusha kwamabhethri alahlwayo. Umkhankaso uhlose ukudilizwa okungekho emthethweni nokulahlwa okungalungile, uhlose ukusungula uhlelo olulandelekayo noluphephile oluvalekile.
4. Ubuchwepheshe Bokudala: Ukuphinda Kabili Ubuningi Bamandla
Izindaba ezinhle zomnotho ophansi! Ithimba laseNyuvesi yaseTsinghua lithuthukise ibhethri le-lithium-sulfur elifinyelela ku-549 Wh/kg — cishe kabili ubuningi bamabhethri amanje. Lokhu kuphumelela, okushicilelwe ku-Nature, kungaxazulula "ukukhathazeka kobubanzi" bamadroni nama-eVTOL, kuvuselele ikusasa lezindiza nemishini.
Isiphetho
Imboni yelithium iyadlula ekuncintiseni kwamandla iye endaweni echazwa ubuchwepheshe obusha, ukuthobela imithetho, kanye nokuqina kwezinto zokuhlinzekwa emhlabeni wonke. Lokhu akuyona nje indlela yokujikeleza; ukuthuthukiswa okuyisisekelo.