Phakathi no-2026 Ishadi Lemboni Yamabhethri E-lithium: Amabhethri E-Solid-State Ayashesha, Ukwanda Komhlaba Kungena Esigabeni Esichazayo

Kwadalwa ngo 06.29

Njengoba siwela isigamu sika-2026, imboni yebhethri ye-lithium emhlabeni wonke isemgwaqweni omusha wokuziphendukela kobuchwepheshe kanye nokwakhiwa kabusha kwezinto zokuhambisa. Izingqinamba eziningana zakamuva ziveza kahle izihloko eziyinhloko zesigamu sesibili sonyaka.

Amabhethri E-Solid-State: Agijima Ukusuka Elabhoratri Kuya Ekukhiqizeni Ngobuningi

Izindaba ezikhanga kakhulu zakamuva zigxile ekwenziweni kwezimboni kwamabhethri aqinile. Ngemuva kweToyota neSamsung SDI, iCATL yethule isampula yayo yebhethri eqinile esekelwe ku-sulfide esithangamini sezimboni ngoJuni, enokuminyana kwamandla okudlula i-450Wh/kg futhi yaqinisekisa uhlelo lwayo lokufakwa ezimotweni ngesikali esincane ngo-2027. Phakathi naleso sikhathi, abakhiqizi abaningana baseShayina abasezingeni lesibili bamemezele ukuthi amabhethri aqinile-ngokwengxenye angafika ekulethweni kwezimoto ngoQ2 2026, amamodeli e-EV aphezulu ethembisa ibanga elingaphezu kwama-1,000 wamakhilomitha. Kuvulwa ukuthi u-2026 useyisikhathi esibalulekile samabhethri aqinile nawokuqinile-ngokwengxenye ehamba kusuka "kuqinisekisweni kobuchwepheshe" kuya "ekungeneni emakethe."

Umdwebo womnyango weseli lebhethri eliqinile obonisa ukwakheka kwezendlalelo nge-electrolyte ye-sulfide kanye ne-450Wh/kg energy density yamabhethri ezigenerayishini ezilandelayo ze-EV.

Izintengo ze-Lithium Ziyazinzisa Kumazinga Aphansi, Zibuyekeza Ukuqonda Kwezindleko

Ngokwemithombo eluhlaza, amanani e-lithium carbonate azinzile futhi ayahlukahluka phakathi kuka-80,000 no-100,000 RMB ngelitha ngemuva kokuwa konyaka. Muva nje, izimayela eziningana ze-lithium e-Australia zimemezele ukuncishiswa kokukhiqiza, kanti amandla amasha avela emachibini kasawoti aseNingizimu Melika ayanda kancane kunokulindelekile — izimpawu ezicacile zokuhlanjululwa kwesigaba sokuhlinzekwa. Lesi simo samani aphansi e-lithium siphoqa yonke imboni ukuthi isuke "ekulweleni izinsiza" iye "ekuncintiswaneni ngempumelelo yokukhiqiza kanye nezinhlelo zokugaywa kabusha." Ukubikezela okuthuthukisiwe kwezindleko zebhethri kubeka isisekelo esiqinile sokutholakala kalula kwezinto zokugcina amandla nezimoto zikagesi.

I-infographic yomhlaba wonke yochungechunge lokuhlinzekwa kwamabhethri e-lithium ebonisa ukuzinza kwentengo ye-lithium carbonate ku-80,000-100,000 RMB ngelitha ngezigaba zokumba, ukuhlanzwa nokugaywa kabusha.

Umthetho Wase-EU WamaBhethri Uqiniswa Kakhulu Ukuphoqelelwa

Ezinkampanini ezithumela ngaphandle, ukuthuthukiswa okufanele kuqashwe ngokucophelela ukusebenza koMthetho omusha we-EU wezibhethri. Kusukela ngo-2026, izimemezelo ze-carbon footprint zizoba yimpoqo ezibhetrini zezimboni nezama-EV. Muva nje, imikhiqizo eminingi yokugcina amandla ibhalwe yi-customs ngokungahambisani nalezi zimfuno. Leli "bhuloho lokuhweba eliluhlaza" liyaphoqa izinkampani ezikhiqiza izibhethri zelithiyamu zaseShayina ukuthi zisheshe ukwakhiwa kwezifektri ezingenawo amacarbon futhi ziqhubekisele phambili uhlelo lwedijithali lokulandelelwa lwe-battery passport. Amandla okuhambisana nemithetho asekuwumgogodla wokuncintisana ukuze kuqinisekiswe ama-oda angaphandle.

Ukwandiswa Kwamazwe Ngamazwe Kwabadlali BaseShayina Kungena "Esigabeni Sokuvuna"

Ezakamuva nje, izimboni zamabhethri eHungary naseMorocco zingene esigabeni sokufakwa kwemishini nokuhlolwa. Amandla okukhiqiza endawo ezinkampanini ezihamba phambili ezifana neBYD neCATL eYurophu kulindeleke ukuthi aqale ukusebenza phakathi kuka-2026 no-2027. Lesi sigaba sibonisa ukuthi ukwanda kwamazwe omhlaba komkhakha webhethri le-lithium waseChina kuguquke kusukela ekuthengisweni kwemikhiqizo kuphela kwaba ukuphuma okuphelele kobuchwepheshe, imali, kanye nolwazi lokuphatha.

Imephu yokwanda komhlaba yabakhiqizi bebhethri le-lithium yaseShayina ebonisa izindawo zasembonini eHungary naseMorocco ngokudluliswa kobuchwepheshe noxhumano lwezinto zokuhlinzekwa.

Sibheke isigamu sesibili sonyaka, ukuthuthuka kobuchwepheshe kanye nokuhambisana nemithetho yomhlaba kuzoba izinto ezimbili ezingagwenywa. Izinkampani ezingakwazi ukubhekana nalezi zimo ezimbili ngesikhathi esisodwa zizoba nesikhundla esihle emzuliswaneni olandelayo wokuncintisana.