isiZulu
Ukuqhuma Kokugcinwa Kwamandla & Ukuphumelela Okukhulu Kwe-Solid-State — Izitayela Eziyinhloko Embonini Yamabhethri E-Lithium, Phakathi kuka-2026
Kwadalwa ngo 05.28
Njengoba ikota yesibili ka-2026 iqala, imboni yamabhethri e-lithium iyaqhubeka nokwakha phezu kokululama kwayo. Iholwa ngokufunwa okukhulu kwezinto zokugcina amandla, ukuqhubeka kobuchwepheshe bamabhethri aqinile, kanye nezinhlaka zemithetho ezilokhu ziqina, imboni ibhekene noshintsho olukhulu.
1. Ukufunwa Kwezinto Zokugcina Amandla Kuyanda, Izibikezelo Zomhlaba Wonke Zamabhethri E-Lithium Zibuyekezwa Phezulu
Ukufunwa kwamabhethri okugcina amandla akubonisi zimpawu zokuyeka ngo-2026. E-CIBF 2026 e-Shenzhen ngo-May, abakhiqizi abaningi bamabhethri babike ukuthi amandla abo okukhiqiza agcwele kuze kube ikota yesithathu, kanti amakhasimende agxile kakhulu ezikhathini zokulethwa kunokuba ezintengweni.. Phakathi kombukiso, i-Chunen Energy yaseChina yathola ama-GWh angu-50 ngokuhleleka okukhulu phakathi nezinsuku ezintathu nje, okuhlanganisa ukugcinwa kwamandla ezindaweni ezinkulu, izinto zokugcina amandla ezindlini, nokunye.. Ngo-Ephreli, iSoochow Securities yenyusa isibikezelo sayo sokufunwa kwebhethri le-lithium emhlabeni wonke ngo-2026 saba ngu-2,939 GWh, okumele kube ukwanda okungu-32.3% unyaka nonyaka, kanti ukufunwa kwebhethri lesitoreji samandla kufinyelele ku-1,024 GWh, okwanda ngo-60% unyaka nonyaka.. Isitoreji samandla sibe yingxenye ekhula kakhulu emkhakheni webhethri le-lithium, neziphakamiso ezisebenzisa amandla amaningi njengezikhungo zedatha ze-AI zivela njengezinjini ezintsha zokukhula.
2. Amabhethri e-Solid-State Angena Ekukhiqizeni, Izimo Zokusetshenziswa Ziyanda Ngokushesha
Ekupheleni kukaMeyi, iGanfeng Lithium yamemezela ukuqala kokukhiqizwa ngobuningana kwalokho ekubiza ngokuthi ibhethri le-lithium-metal solid-state lokuqala emhlabeni elingu-10Ah elinomthamo wamandla ka-500 Wh/kg. Ibhethri layo le-solid-state elisekelwe ku-silicon elingu-400 Wh/kg selivele lafinyelela impilo yesekhethi engaphezu kwezikhathi ezingu-1,100 futhi isilungele ukukhiqizwa ngobuningana.. Ngaleso sikhathi, iDongfeng Motor yethule ukuthi ibhethri layo le-semi-solid-state elingu-350 Wh/kg lizokhiqizwa ngobuningi futhi lifakwe ezimotweni ngoSepthemba 2026, kanti iGAC Group yaqinisekisa ukuthi ibhethri layo le-quasi-solid-state elingu-400 Wh/kg lizofakwa ezimotweni ngaphakathi konyaka.. Ezindaweni ezintsha zokusebenzisa njengama-drones, iTalent New Energy yethule izixazululo zamabhethri e-solid-state akulungele ukukhiqizwa ngobuningi ezisukela ku-380 kuye ku-550 Wh/kg e-Shenzhen Drone Expo, ngokuthunyelwa okuhlanganisiwe kwamangqamuzana ayo ochungechunge lwe-drone sekufinyelele amakhulu ezinkulungwane zamayunithi.. Umqondo wezimboni uyavela ukuthi u-2026 ungaba unyaka obalulekile ekwenzeni izinhlelo ze-bhathri ze-solid-state.
3. Ukuthunyelwa phesheya kukhuphuka kokubili ngobuningi nangenani, amanani ezinto zokwakha aphakeme.
Kusukela kuJanuwari kuya kuAprili 2026, ukuthunyelwa kwezimoto ze-lithium-ion eChina kufinyelele ku-1.676 billion units, kukhuphuka ngo-23.58% unyaka nonyaka, ngenani lokuthunyelwa likhuphuka ngo-47.64% laya ku-US31.925billion[reference:21].IGermany ihlale iyindawo yokuthunyelwa phesheya ephezulu ku-US31.925billion[reference:21].IGermany ihlale iyindawo yokuthunyelwa phesheya ephezulu ku-US4.666 billion, kanti ukuthunyelwa eNetherlands kukhuphuke ngo-148% unyaka nonyaka. Nokho, ukuthunyelwa e-United States kwehla ngo-33.69% unyaka nonyaka phakathi kwezinyathelo zokuvikela ezohwebo.. Phakathi kwezinto eziphakeme, amanani e-lithium, i-nickel, kanye ne-cobalt asephakathi kokukhuphuka, akhuthazwa yidinga eqinile yokugcina amandla. I-Huayou Cobalt ibike inzuzo ye-net ye-RMB 2.497 billion ye-Q1 2026, cishe iphindwe kabili unyaka nonyaka, ikakhulukazi ikhokhelwa ukukhuphuka kwamaholo ezinsimbi zayo ezintathu ezisemqoka..
4. Ukuhambisana Nolwazi Lwezemvelo Kuyathatha Umfutho Ogcwele — Ukuthunyelwa Kwama-Carbon Kuyoba Yinto Ebalulekile Kakhulu
Ngo-2026, izinhlinzeko eziyinhloko zoMthetho Omusha Webhethri we-EU zizoqala ukusebenza ngokugcwele. Wonke amabhethri e-EV nawemboni angena emakethe ye-EU manje kufanele ahambisane ne-Digital Battery Passport ezodalula amaphuzu edatha angaphezu kweshumi nambili kulo lonke uchungechunge lokukhiqiza, okuhlanganisa ne-carbon footprint, imvelaphi yezinto, nokuqukethwe okusebenzisekayo. I-EU Carbon Border Adjustment Mechanism (CBAM) nayo isingenile esigabeni sayo esigcwele sokuphoqelela ngesikhathi esifanayo. Emhlabeni wonke, i-US Inflation Reduction Act (IRA) iyaqhubeka nokuqinisa izidingo zokuthola izinto ezibalulekile ezivela ezindaweni zasekhaya. Ukuphathwa kwe-carbon footprint kuye kwaguquka kusuka esinyathelweni senkampani esingakhethwa kwaba isidingo esiyimpoqo, futhi izoshintsha kakhulu izindlela zokuncintisana zochungechunge lokuhlinzekwa kwamabhethri e-lithium emhlabeni jikelele.
Isiphetho
Imboni yebhethri ye-lithium idlula enguqukweni okubalulekile — isuka ezimpini zamanani iye emqhudelwaneni ohamba phambili ngokubaluleka, futhi isuka ekwandiseni okukhulu iye ekusebenzeni okunembayo. Ukuqhubeka kokuqhuma kwemakethe yokugcina amandla kunikeza umfutho oqinile wokukhula, kanti ukuphumelela kobuchwepheshe obusha njengamabhethri aqinile kuvula amathuba amasha. Ngaleso sikhathi, izinqubomgomo zokuhambisana nezimvelo eziba nzima kakhulu zibeka izidingo eziphakeme ekulawulweni kwezinto ezithunyelwa ezinkampanini kanye namakhono aphansi ekhabhoni. Ezinkampanini ezihlanganyela embonini, ukubamba amathuba okukhula ngenkathi kusheshiswa ubuchwepheshe obusha nokwakha izinhlelo eziqinile zokuhambisana kuyoba kubalulekile ukuwina isigaba esilandelayo somqhudelwano.