isiZulu
Izinguquko Ezintathu Ezibalulekile Emakethe Amabhethri E-Lithium ku-H1 2026: Ukwanda Kwe-Solid-State, Ukusebenzisana Kwe-Sodium, kanye Nokuthobela Ukugaywa Kabusha
Kwadalwa ngo 07.06
Njengoba singena esigabeni sesibili sika-2026, imboni yamabhethri e-lithium iyasuka ekwandiseni amandla kuphela iye ekuthuthukiseni okujulile kwenani. Izindlela ezilandelayo ziguqula indawo yomhlaba wonke futhi zifanelwe ukunakwa kakhulu yibo bonke ababambiqhaza kulo mphakathi wokuhlinzekwa.
1. Amabhethri e-semi-solid-state afinyelela ekulethweni kwangempela, aqinisekisa indlela ye-solid-state
Abakhiqizi abahamba phambili bezimoto namabhethri abaningi basanda kumemezela ukuthi amabhethri e-semi-solid-state asele esethulwa ngobuningi ezimotweni zikagesi ezisezingeni eliphezulu, anomthamo wamandla odlula u-360 Wh/kg. Ngaleso sikhathi, isikhathi sokwenza amabhethri e-all-solid-state sibe sicacile, lapho izinhlelo ezisekelwe ku-sulfide zivela njengenketho eyinhloko. Abadlali abasezingeni eliphezulu bahlela imigqa yokukhiqiza yase-GWh ngaphambi kuka-2027. Lolu shintsho lukhulisa ukuncintisana kusuka ekuthuthukisweni okuncane kwe-liquid-electrolyte kuya ekubuyekezweni okuyisisekelo kwezinhlelo ezixubile ze-solid-liquid, kudala izidingo ezintsha zamakhathe e-high-nickel, ama-anode e-lithium metal, kanye ne-specialty electrolytes.
2. Amanani aphansi e-lithium nokwanda kwezixazululo ezihlanganisiwe ze-sodium-ion
Amanani e-lithium carbonate ahlala phakathi kuka-80,000 no-100,000 RMB ngelitha. Ngenkathi kuncipha ingcindezi yezindleko kubakhiqizi bamangqamuzana nama-OEM, amanani aphansi aqhubekayo e-lithium avula iwindi lokuhweba lokuklanywa kwamaphakethe e-sodium-ion ahlanganisiwe. Muva nje, izimoto eziningi ze-A00-class EV kanye nezinhlelo zokugcina amandla ezindlini zisebenzise izakhiwo ezihlanganisa i-lithium-sodium, kunciphisa izindleko zesistimu ngo-8–12% ngaphezulu ngaphandle kokudela ukusebenza. Lokhu kuguquka kusuka "kokuphakathi noma kwalokhu" kuya "ekusebenzeni okuhlangene okusekelwe ezimweni" kubonisa ukuthi ukugcinwa kwamandla e-electrochemical kungene ngempela esigabeni sokuhlangana kobuchwepheshe obuhlukahlukene.
3. Ukuphoqelelwa koMthetho we-EU Battery kuphoqa ukuthobela umhlaba wonke kwe-recycling
Ngo-2026, iMithetho Emisha Yebhethri ye-EU isihambile ezinyathelweni zokuqinisekisa ezibalulekile, okubandakanya izimemezelo ze-carbon footprint nezimfuneko zokuqukethwe okusebenzisiwe okuncane. Ngokuphendula ngqo, izinkampani ezihamba phambili zaseShayina ezisebenzisa kabusha izinto zikhuphula izivumelwano ezivalekile nabakhiqizi bezimoto bamazwe ngamazwe, zicindezela amazinga okubuyisa nge-hydrometallurgical ngaphezu kuka-98%, futhi zithumela amandla okusebenzisa kabusha eYurophu ngaphansi kwemodeli "yokumba idolobha". Ngokuya phambili, amandla okuhambisana nokuluhlaza azobuyisela isilinganiso sokukhiqiza njengesikhungo esiyisihluthulelo sokufinyelela ezintanjeni zokuhlinzekwa komhlaba wonke.
Imiphumela Emakethe
Kubahlinzeki bezinto, imishini, nezixazululo, imakethe yamabhethri e-lithium ayisewona ipharadesi lomdayisi eliqhutshwa ukushoda. Impumelelo manje idinga inhlanganisela yokubona ubuchwepheshe kusengaphambili, ukuziphatha kwezindleko, kanye nokulungela ukuthobela umhlaba wonke. Njengomlingani wakho wezinhlelo, sinikeza izinsizakalo zokubonisana eziphelele—kusukela ekutholeni izinto ze-cathode kuya ekwakhiweni kohlelo lwe-recycling—sikunikeza amandla okubamba amathuba omjikelezo omusha.