Isibuyekezo Semboni Yamabhetri Ye-Lithium: Meyi 2026 — Ukuthuthukiswa Kobuchwepheshe, Ukusheshiswa Kokugcinwa Kwamandla, kanye Nenkathi Entsha Yamabhetri Ye-Lithium

Kusukela ngoMeyi 13 kuya ku-15, 2026, i-18th Shenzhen International Battery Technology Exchange and Exhibition (CIBF2026) ibanjelwe e-Shenzhen World Exhibition & Convention Center, ihlanganisa indawo yokubonisa engaphezu kwamamitha-skwele angu-280,000 ezindaweni eziyi-14 ezinezindikimba futhi yaheha izinkampani ezicishe zibe yi-3,200 ezivela ezweni lonke kanye nezamazwe omhlaba ezindaweni ezihlukahlukene zokukhiqiza amabhethri.Ubukhulu namandla e-CIBF yalo nyaka kukhombisa ushintsho olukhulu olwenzeka embonini yamabhethri e-lithium: ukushintsha okubalulekile kusukela ekwandiseni okushukumisela ngobukhulu ukuya ekukhuleni okugxile ezingeni eliphezulu okushukumisela ubuchwepheshe..

Ekukhulumeni kwakhe ekuvulelweni, uWang Zeshen, uNobhala Omkhulu we-China Industrial Association of Power Sources, ukhuthaze imboni ukuthi ithathe ubuchwepheshe njengesisekelo sayo futhi ijikeleze kusukela emncintiswaneni wenani obhubhisayo ukuya kumodeli yomncintiswano oqhutshwa yizinto ezibalulekile.. Ukuphokophela kwakhe kusekelwe ngokuqinile kudatha: ngo-2025, ukuthekeliswa kwamabhethri aphelele eChina kwafinyelela ku-US82.279 billion, kwenyuka ngo-22.876.746 billion, okuyikhuphuke ngo-25.55%, okubonisa ukwanda okuqhubekayo kwesabelo semikhiqizo enezinga eliphezulu.. Indawo yokuncintisana manje ichazwa ubuchwepheshe, ukusebenza, namakhono esixazululo esihlanganisiwe, hhayi nje amanani..

Ububanzi be-solid-state battery babuyinto eyinhloko e-CIBF2026. Isivumelwano esikhulayo phakathi kochwepheshe bemboni nabakhiqizi abahamba phambili sibonisa u-2026 njengonyaka wokuqala wokuthunyelwa ngobuningi kwamabhethri e-semi-solid-state..

Izinguquko ezibalulekile zihlanganisa: I-Dongfeng Motor Group imemezele ukuthi ibhethri layo eliyi-350 Wh/kg semi-solid-state lizongena ekukhiqizeni ngobuningi futhi lifakwe ezimotweni kusukela ngoSepthemba 2026, lizuze ukugcinwa kwamandla okungu-72% ku--30°C futhi lisekele ibanga elingaphezu kuka-1,000 km. Usihlalo we-SVOLT uYang Hongxin uveze ukuthi izinhlobo eziningi zezimoto ezihlome ngebhethri eliyi-100 kWh hybrid solid-liquid zizoqala ukukhiqizwa ngobuningi kulo Septhemba, kanti umkhiqizo wesizukulwane sesibili okulindeleke ukuthi uphindwe kabili ukusebenza kwezokuphepha kulindeleke ngonyaka ozayo. I-Ganfeng Lithium ibike ukuthi ibhethri layo eliqinile elingu-400 Wh/kg selidlule imijikelezo engu-1,100, kanti umkhiqizo walo wokuqala emhlabeni wekilasi lika-500 Wh/kg 10 Ah ungene ekukhiqizeni ngobuningi ngamaqoqo amancane.. I-Gotion High-Tech yethule imikhiqizo emisha eyisikhombisa yebhethri, lapho ibhethri layo eliqinile lidlule u-400 Wh/kg kumthamo wamandla futhi ukwakhiwa komugqa wokukhiqiza wakwa-2 GWh kuyaqhubeka njengoba kuhleliwe..

Phakathi kwalokho, ibhethri eliqinile le-CATL nebhethri le-BYD elisekelwe ku-sulfide eliqinile ngokuphelele selithole ukunakwa umkhakha wonke, ngokulindeleke ukuthi libe nebanga elidlula u-1,500 km no-1,000 km ngokulandelana. Amabhethri aqinile ayasuka emagunjini okuhlola aya emgqa wokukhiqiza ngesivinini esingakaze sibonwe.

Ukugcinwa kwamandla sekuyinjini enkulu yokukhula kwesidingo samabhethri e-lithium. Ku-Q1 2026, ukuthunyelwa kwamabhethri okugcinwa kwamandla kwakubalelwa ku-42.86% wokukhiqizwa kwamabhethri aphelele e-China, ukwanda okukhulu kwamaphuzu angu-9.26% kusuka ku-2025; ukuthunyelwa kwamabhethri e-lithium okugcinwa kwamandla kufinyelele ku-225 GWh, ukwanda okumangalisayo okungu-139% unyaka nonyaka.. NgoMeyi, ukuhlelwa kokukhiqizwa kwamabhethri e-lithium eChina kwafinyelela irekhodi lika-249 GWh, amaselula okugcina amandla abalelwa ku-42.3% — umshayeli oyinhloko walokhu kukhiqizwa okurekhodiwe..

Amahlandla aqhuba lokhu kukhula nawo ayashintsha. Ngokombiko we-2026 Energy Storage White Paper oshicilelwe yi-TÜV Rheinland, umkhakha wokugcina amandla e-China usushintsha ukusuka ekukhuleni okuqhutshwa yimigomo uye ekuthuthukeni kwekhwalithi ephezulu okuqhutshwa yimakethe. Ngaphezu kwalokho, ukwanda okusheshayo kokuqeqeshwa kwamamodeli ayisisekelo e-AI kanye nokwakhiwa kwezikhungo zedatha ezinkulu sekudale isidingo esikhulu samandla okugcina esingeziwe nesokusekela, okwenza umkhakha ungene kumodeli yokukhula entsha enikwa amandla yi-AI computing kanye nokugcinwa kwamandla aluhlaza.

Imakethe yezinto eziluhlaza nayo iyathumela izimpawu ezinhle. Njengomhla ka-8 Meyi, 2026, intengo ejwayelekile yemakethe ye-lithium carbonate esezingeni lebhethri yayingu-RMB 193,300 nge-ton, ngokukhula okuhlanganisiwe okungu-11.67% emavikini amabili adlule.Izinto ze-LFP cathode zamabhethri wamandla zazibiza u-RMB 65,700 nge-ton, zikhuphuke ngo-11.83% esikhathini esifanayo.I-Tianqi Lithium yathi emhlanganweni wayo wabahlanganyeli ngomhla ka-20 Meyi ukuthi ibhalansi yomhlaba wonke yombane wokuhlinzekwa kwe-lithium ihlala isesimweni sokuqina okunamandla ngo-2026, okuchazwa ukukhula okuzinzile kwesidingo okuhlangana nokuphazamiseka kokuhlinzekwa ngezikhathi ezithile.

Izinkampani zokuphakela eziphezulu nazo zisheshisa ubuchwepheshe. E-CIBF2026, i-Cangzhou Mingzhu ibonise i-separator encane kakhulu enobukhulu obungu-4 microns, enenani elingu-1/20th lemikhiqizo efanayo ethunyelwe. Ama-giant omhlaba afana ne-Arkema ne-Evonik akhombise amakhono okusebenza okukodwa aphathelene ne-resin, binder, kanye ne-coating — kukhombisa ukuthi abahlinzeki bezinto zokuphakela eziphezulu basuka emuva ukuze badlale indima ebonakalayo futhi enezindleko ezingeziwe ku-ecosystem ye-energi entsha.

Ngokwezinga lenqubomgomo, izinyathelo eziningana ezibalulekile zaqala ukusebenza. Ngomhla ka-1 kuMbasa, 2026, i-Interim Measures for the Management of Recycling and Comprehensive Utilization of Retired Power Batteries of New Energy Vehicles, eyanyatheliswa ngokuhlanganyela yi-MIIT nezinye iziministri ezinhlanu, yaqala ukusebenza ngokusemthethweni — umthetho wokuqala womnyango emkhakheni wokugaywa kabusha kwamabhethri amandla ezimotweni ezintsha e-China, okwakhe umthetho wokulahlwa okusimeme kwamabhethri asekhona.. Cishe ngaleso sikhathi, i-National Standardization Administration yamukela amaphrojekthi angu-23 ezindinganiso zikazwelonke eziyimpoqo, okubalwa phakathi kwawo i-Coding Regulations of Lithium-Ion Batteries, okubonisa isinyathelo esibalulekile ekwenzeni izindinganiso zomkhakha..

Umyalezo ovela ku-CIBF2026 ucacile: imboni yamabhethri e-lithium idlula esikhathini esiguqukayo lapho ubuchwepheshe obusha kanye nokwanda kwemakethe kuya ngokuya kukhula khona. Ngama-solid-state batteries asheshayo ekwenzeni ukuthengiswa, isidingo sokugcina amandla siyanda, futhi i-AI ishintsha indlela yokuthuthukisa izinto zokwakha, indawo yokuncintisana emkhakheni wamandla amasha iyashintshwa ngokuphelele.

Noma ngabe ufuna amaselula alandelayo anomthamo ophezulu, izixazululo zokugcina amandla, noma izinto eziqotho zezinto zebhethri le-lithium namamojuli, ubuchwepheshe bethu bemboni iminyaka kanye nezinsiza zokuhlinzekwa ezizinzile kusevisi yakho. Xhumana nathi namuhla ukuze uthole izinhlu zemikhiqizo zakamuva namathuba okubambisana.