Isibuyekezo Semboni Yamabhethri E-Lithium: Juni 2026 – Isidingo Esikhulayo Sihlangana Nokuphumelela Kobuchwepheshe

Kwadalwa ngo 06.25

Amaphuzu Abalulekile KaJuni:

I-PISEN ibambisana ne-Ganfeng ne-EVE

: Ubumbano lwezinhlangothi ezintathu ludala uchungechunge lokuhlinzekwa olugcwele "izinsiza ze-lithium + ukukhiqizwa kwezimoto", okuletha amazinga ezimoto kumabhethri abasebenzisi.

Inzuzo yenetha ye-EVE ye-H1 ikhuphuke ngo-95%-110%

: Inzuzo yenetha elilindelekile ye-RMB 3.13-3.37 billion, okubonisa ukululama kwenzuzo embonini yonkana.

Ukuqaliswa kwamabhethri e-solid-state kuya ngamandla.

: Amaseli e-Ganfeng angama-400Wh/kg afinyelela impilo yomjikelezo engu-800+; imikhiqizo engama-500Wh/kg ingena ekukhiqizeni okuncane.

Intengo ye-lithium carbonate ihlala ngaphezu kwe-RMB 170,000/ton.

: Isidingo se-ESS kanye nezidingo zamandla ezikhungweni zedatha ze-AI ziba abashayeli abalulekile bentengo.

I-PISEN Ganfeng Lithium EVE Energy ubudlelwano becebo lokukhiqiza ibhethri lamandla elisezingeni lemoto kanye ne-supply chain alliance

I. Intuthuko Embonini: Kusuka "Ezempi Yentengo" kuya ku-"Ikhwalithi Kuqala"

NgoJuni 24, i-PISEN—umdlali oneminyaka engu-20 embonini yamandla kagesi—ihlangane ne-Ganfeng Lithium kanye ne-EVE Energy e-Shenzhen ukusayina isivumelwano sokubambisana samasu ngaphansi kwesihloko esithi “Amazinga Kazwelonke Amasha · Ikusasa Eliyinhloko Elisha.” Lezi zinhlangothi ezintathu zimemezele ukuhlanganiswa kwe-“izinsiza zikagesi + ukukhiqiza okusezingeni lemoto” ukwakha uhlelo lokushaja lukazwelonke oluphephile, olubonakalayo, nolusezingeni eliphezulu. Ukubambisana kuqhutshwa ukuqaliswa ngokugcwele kwesimiso esisha sikazwelonke sokuphepha samandla kagesi (GB 47372-2026), okubeka ushintsho lwemboni kusukela ekwandeni okusheshayo kuya enkathini “yekhwalithi kuqala.”.

UMongameli we-PISEN uZhao Guocheng uthe: "Sivalelisa ukuncintisana kwangaphakathi kwekhwalithi ephansi kanye nempi yethrafikhi. Sizobuyekeza izindinganiso zemboni ngezidingo ezisezingeni lemoto, sihambisa imboni yamabhethri kagesi kusuka ekuncintiswaneni ngentengo ibuyele ekuphepheni njengenani layo eliyinhloko." Lokhu kubonisa ushintsho olubanzi kulo lonke uhlelo kusuka "ekwandisweni kwezinga" kuya "kokutshalwa kwezimali okunembayo."

Ngokubalulekile, kusukela ekuqaleni kuka-2026, izinkampani eziningana ze-A-share okubalwa kuzo iZhongke Electric, iDynanonic, iEnjie, kanye neYongtai zimemezele ukuqedwa kwamaphrojekthi amakhulu okutshala imali emabhethri e-lithium, zibuyisela izinsiza emandleni aphezulu ancintisanayo. Abaqaphi bemboni baqaphela ukuthi lo mkhakha uhamba esigabeni "sokubamba umhlaba" siye ezindabeni zokutshala izimali ezicabangelayo..

II. Ukusebenza Kwemakethe: Isivinini Esikhulayo Esingapheli

Umkhakha wamabhethri e-lithium ulethe ukusebenza okunamandla emakethe yezimali. Kuze kube uJuni 23, inkomba yomqondo wamabhethri e-lithium ikhuphuke ngaphezu kuka-17% kusukela ekuqaleni konyaka, idlula kakhulu iCSI 300 Index. Isiyingi semboni singene ngokucacile esigabeni esikhulayo, izikhungo eziningi zibikezela ukwanda kwevolumu nenani..

Idatha yokukhiqiza iqinisekisa leli threndi: abakhiqizi abayisithupha abakhulu bebhethri le-lithium babike ukukhiqizwa okuhlanganisiwe okulinganiselwa ku-175.7 GWh ngoJuni, okukhuphuke ngo-68% unyaka nonyaka kanye ngo-6% inyanga nenyanga, okubonisa amandla aqhubekayo embonini..

Isiqondiso senzuzo ye-EVE Energy sinikeza ukuqinisekiswa okwengeziwe—ilungelo lenzuzo ye-H1 2026 kulindeleke ukuthi likhule ngo-95%-110% unyaka nonyaka, kanti imali engenayo ikhuphuke cishe ngo-60%. Lokhu kubonisa ngokusobala ukuthi ukululama kwenzuzo kulo lonke uchungechunge lokuhlinzekwa kwe-lithium kuyashesha. Abahlaziyi balindele ukuthi lo mkhakha uzobona ukwanda kwevolumu nenani njengoba isikhathi esiphakeme sisondela sezidingo ze-EV ne-ESS..

III. Umngcele Wezobuchwepheshe: Ukwanda Kokusetshenziswa Kwebhethri Eliqinile Kuyashesha

Amabhethri e-solid-state ayasuka emalabhorethri aya emigqeni yokukhiqiza. I-Ganfeng Lithium isanda kudalula ukuthi isungule amakhono aphelele amabhethri e-solid-state ahlanganisa ama-electrolyte asulfayidi, ama-electrolyte e-oxide, nama-anode emetali ye-lithium. Amaseli ayo angu-400Wh/kg afinyelele impilo engaphezu kuka-800 yesekhethi ngokuqedwa kokuqinisekiswa kobunjiniyela, kanti imikhiqizo engu-500Wh/kg ingene ekukhiqizeni okuncane. Uhlelo olusekelwe ku-silicon lunikeza indlela yemikhiqizo engu-320-450Wh/kg, ngamaseli angu-320Wh/kg adlula izekhethi ezingu-1,000..

Isithombe esihlukanisiwe sebhethri elizimele elizukulwane elizayo libonisa i-lithium metal anode electrolyte ye-sulfide kanye ne-400Wh/kg 500Wh/kg cell structure enomfutho omkhulu wamandla

Lezi zimpumelelo zikhombisa ukuthi ukusetshenziswa kobuchwepheshe bebhethri besizukulwane esilandelayo kuyashesha, okungavula izindawo ezintsha zokukhula emkhakheni omusha wamandla.

IV. Indawo Yokufunwa: Kusukela Kumshayeli Oyedwa kuya Kusekelo Lwezinsika Ezintathu

Isakhiwo sokufunwa kukalithiyamu emhlabeni wonke senze ushintsho olukhulu. Ochwepheshe bemboni baphawula ukuthi amabhethri e-EV akha isisekelo sokufunwa, i-ESS isibe yinto ebalulekile ethinta amanani kalithiyamu kulo nyaka, futhi ukwanda kwama-AI data center kuyaqhubeka nokushayela ukukhula kokufakwa kwe-ESS..

Abakhiqizi abahamba phambili be-ESS battery basebenza ngokugcwele, ngama-oda amaningi asevele abhalisiwe kuze kube uQ2 2027. Ukufakwa kwe-ESS emhlabeni wonke kulindeleke ukuthi kufinyelele ku-455 GWh ngo-2026, okwanda ngo-40% unyaka nonyaka.. Imboni yebhethri ye-lithium iyadlula kusuka kumodeli eyodwa (ama-EV) iye kumodeli yokukhula eyi-"ezintathu": amabhethri e-EV njengesisekelo, i-ESS njengomshini wokukhula okuphezulu, kanye nengqalasizinda yokubala ye-AI njengesidingo esivelayo..