isiZulu
Imininingwane yeMakethe Ye-Lithium-Ion Battery – Meyi 2026: Ukushintsha kusuka eziyeni zentengo kuya kwinani & ubuchwepheshe
Kwadalwa ngo 05.18
Njengamanje ngoQ2 2026, imboni yebhethri ye-lithium emhlabeni wonke ibonisa izimpawu eziqinile zokukhula. Imibono evela ku-CIBF 2026 esanda kuphela e-Shenzhen ibonisa ushintsho olubalulekile: Amakhasimende akasaceli intengo ephansi kuphela; ayabuza ngezikhathi zokulethwa. Ngokuhambisana nalokhu, amabhethri aqinile (solid-state batteries) ayashesha ukungena ekukhiqizweni ngobuningi, futhi ukukhuphuka okuncane kwentengo yezinto ezisetshenziswa ekukhiqizeni kuyashintsha izindlela zokuhlinzekwa kwezinto.
1. Ukuziphatha Kwemakethe: Kusuka ku-"Impi Yentengo" kuya ku-"Ukugcwalisa Kuqala"
Izihholo zemibukiso ku-CIBF 2026 zazigcwele, zisebenza njengesilinganiso sangempela sokushisa kwemboni. Ngenxa yokwanda okukhulu kwesidingo samandla okugcinwa kwamanye amazwe (iYurophu & Izimakethe Ezintsha) nezinqubomgomo zasekhaya, abakhiqizi abaphezulu bamabhethri bayathola ukuthi imisebenzi yabo igcwele ngokugcwele.
- Isikhathi Sokulethwa Ngaphezu Kwentengo Ephansi:
Ngenxa yezikhathi zezinqubomgomo kanye nokushuba kokuhlinzekwa, umncintiswano oyinhloko awusabhekene nokwehlisa izinzuzo kodwa ubhekene nokuzinza kwezinto zokuhlinzekwa kanye nesivinini sokulethwa..
- Idatha Yokukhiqiza Eqinile:
Amashejuli okukhiqiza ayanda kakhulu nyanga zonke, kanti izinkampani eziningi sezithengisile kuze kube uQ3 2026.
2. Ukulwa Kwezobuchwepheshe: I-Solid-State "Arms Race"
Uma ngabe i-Solid-State Batteries (SSBs) ngonyaka odlule yayiyimbono yaselebhu, u-2026 ubeka "Unyaka Wegolide" wokwenza izinto ezisebenza ngobuchwepheshe. Imicimbi yakamuva yezobuchwepheshe ithumele izimpawu ezicacile:
- Ukuphumelela Kwezindleko (Umhloso "we-1 RMB/Wh"):
I-Gotion High-Tech imemezele eNgqungqutheleni Yayo Yezobuchwepheshe ukuthi ibhethri layo eliyikho konke okuyisidididi elithi "Jinshi" liyashesha ukufinyelela umhloso wezindleko ezingu-1 RMB/Wh, neziphakamiso zokukhiqiza isidididi esikhulu sama-sulfide..
- Amaqhawe Ayashesha:
I-BYD yakamuva yanqoba imiklomelo yezobuchwepheshe nge-SSB technology yayo. Ibhethri layo eliyikho konke okuyisidididi elisekelwe ku-sulfide lidlule ekuqinisekisweni kwezinga lemoto, lafinyelela ku-400+Wh/kg. Umugqa wokukhiqiza we-20GWh kulindeleke ukuthi uqedwe ngo-Q3 2026 eChongqing.Isidingo sezinto zokusebenza siyashintsha sisuka emgqeni wokuhlola saya emgqeni wokukhiqiza ngobuningi..
3. Izinto Zokwakha: Ukuqina Okukhulu Nokubuyiselwa Kwentengo
Umkhakha we-upstream ubonisa ukuhlukana okubalulekile. Ngenkathi amandla akhiqizayo ajwayelekile eningi, ubuchwepheshe obuphezulu bungakabi bikho.
- I-LFP Ephakeme Yokucindezela "Iyenyuka":
Ukuze kuhlangatshezwane nezidingo zokuhlukaniswa kwamandla, izinto eziphezulu zokucindezela ezifanele ama-platforms angu-800V zidingeka kakhulu. Izinkampani ezifana ne-GCL ne-Ronbay ziqala imikhiqizo ye-4th & 5th gen.
- Ukubuyiselwa kwentengo yeLithium:
Ngokwehlukile ku-bubble yokucabanga ka-2022, le mqhudelwano iphumelele ngenxa yesidingo. I-lithium carbonate ye-battery-grade isiqinile ngaphezu kwe-**28,000/tonne∗∗(RMB200k+), ne-spodumene ibuyela ku-28,000/tonne∗∗(RMB200k+), ne-spodumene ibuyela ku-3,000/tonne CFR. Ngenxa yokulawulwa kwe-CapEx ngo-2024-25, ukuhlinzeka kuphendula kancane, kukhombisa ukuthi le mqhudelwano iyakwazi ukuqhubeka.
Isiphetho
Imakethe ye-battery ye-lithium ngo-2026 ibuyela ekukhuleni okujwayelekile, okuhamba phambili. Kubathengi be-B2B, ukugxila kufanele kushintshe kusuka "ekutholeni iseli eshibhile" kuya ekutholeni ozakwethu abaqondile abanobuchwepheshe bokucindezela okuphezulu, ukulungela kwesimo esiqinile, kanye namakhono okuletha aqinisekisiwe.