Isibuyekezo Somkhakha Wamabhethri E-Lithium & Iseluleko Sokuthola — Agasti 2026

Kwadalwa ngo 08.03

Emasontweni akamuva kube nezinguquko ezinkulu emhlabeni jikelele we-lithium battery, okuhlanganisa imithetho, ubuchwepheshe, nezinto zokusetshenziswa. Siqoqe izinto ezibalulekile ezithuthukile nokuthi zisho ukuthini kusu lakho lokuthenga.

1. Umthetho we-EU Battery uyaqala ukusebenza; i-carbon footprint manje isiyimpoqo

Kusukela ngomhla ka-18 Agasti 2026, uMthetho Wamabhethri we-EU uphoqelela ngokuqinile izimemezelo zokulandwa komkhondo wekhabhoni kanye namaphasipoti edijithali amabhethri ezimoto zikagesi namabhethri ezimboni. Noma yimuphi umkhiqizo wamabhethri ongenalo uhlelo oluqinisekisiwe lokulandwa komkhondo wekhabhoni uzovinjelwa ukufinyelela emakethe yaseYurophu. Lokhu kukhuphule kakhulu izindleko zokuthobela imithetho kubathengisi abaningi base-Asia. Abakhiqizi bamaseli abancane abangenawo amandla aluhlaza bayacindezelwa, kuyilapho abahlinzeki abasezingeni eliphezulu abanokuphathwa kwekhabhoni okuqinile bethola ama-oda anenani eliphezulu. Uma uthenga amabhethri e-EU, qinisekisa ngokushesha ukuthi umhlinzeki wakho unemibhalo eqinisekisiwe yokulandwa komkhondo wekhabhoni edingekayo.

Umfanekiso wokuhambisana nesimemezelo sokukhishwa kwekhabhoni yemithetho yebhetri ye-EU kanye nephasipoti yebhetri yedijithali

2. Amabhethri e-solid-state angena ekukhiqizweni kwangaphambi komkhiqizo; amaketanga okuhlinzeka aqala ukwehlukana

Ngasekupheleni kukaJulayi, inkampani ehlanganyelwe yakwaToyota ne-Idemitsu yamemezela ukuthi ithola amaphesenti angu-80 ekukhiqizeni amabhetri ayo aqinile (all-solid-state) ohlotsheni lokuhlola, kanti amasampula okuqala aselethwe ezinkampanini zezimoto zikanokusho. Ngasikhathi sinye, i-Samsung SDI yethula indawo yayo yokuhlola amabhetri aqinile eKorea, ihlose ukuhlanganisa ezimotweni ngonyaka ka-2027. Nakuba izindleko zamabhetri aqinile (all-solid-state) zisephindwe kane kunalawo e-liquid lithium-ion, ukuphepha kwazo okuphezulu kanye nokugcwala kwamandla (energy density) sekubamba amandla okusetshenziswa ezintweni ezisezingeni eliphezulu (isb. eVTOL, izimoto zikanokusho ezinobubanzi obude). Kwabathengi abaningi abasezansi, akukho sidingo sokushintsha ngokushesha ngaphambi kuka-2027, kodwa kufanele uqaphele amabhetri e-semi-solid-state njengobuchwepheshe boguquko: izindleko zawo kulindeleka ukuthi zehle zibe ngu-0.65 RMB/Wh ekupheleni kuka-2026, okungenzeka ukuthi aqale ukusetshenziswa kakhulu ekugcineni kwamandla nasezimotweni zezohwebo.

Umfanekiso wobuchwepheshe bokukhiqiza ngaphambi kokukhiqizwa ngobuningi bebhetri yesimo esiqinile kanye nokukhanya kokuminyana kwamandla

3. Intengo ye-lithium carbonate iyaphinda ikhuphuka; ithuba lezinkontileka zesikhathi eside liyancipha

Ngemuva kwengxenye yokuqala ebuthakathaka, amanani e-lithium carbonate abuyele emuva acishe abe ngu-R138,000 ngetani kusukela ngoJuni, eqhutshwa ukuphazamiseka kwezinsiza zaseningizimu yeMelika kanye nesidingo samandla esiqinile kunalokho obekulindeleke emhlabeni wonke sokugcina amandla. Isimo semakethe sesishintshile saba ukuthembela ngokuqapha. Esikhathini esiseduze, i-battery-grade lithium carbonate kungenzeka ukuthi ihlale phakathi kuka-R120,000–150,000 ngetani kuze kube sekupheleni kwekota yesithathu. Sincoma ngokuqinile ukuthi abathengi abanezinhlelo zokuthenga ngobuningi babophe izinkontileka zezinyanga ezi-3 kuya kwezi-6 nabahlinzeki abanemithombo yezinsiza manje, ngaphambi kokuba izindleko zikhuphuke kakhulu ngesikhathi sokuphakama sekota yesine.

Umfanekiso wokuthambekela kokubuyela phezulu kwentengo ye-lithium carbonate kanye nesidingo sokugcina amandla

Umbono wokuthola izinto: ukuthobela imithetho nokuvumelana kokunikezwa yizinto ezintsha ezibalulekile

Ukuthengwa kwamabhethri kusuka emqondweni 'wentengo kuphela' kuya ekuhloleni okunezici eziningi—ukuthobela imithetho, ukusebenza, nokuzinza kokunikezwa. Izincomo zethu:

Beka kuqala abahlinzeki bamaseli noma amaphakethe asevele bathole izimemezelo zamafutha ekhabhoni ezamukelwa yi-EU.
Ezinhlelweni ezibalulekile zokuphepha, cela amasampula ebhethri ye-semi-solid-state futhi wenze ukuqinisekiswa kweqembu elincane.
Yenza izivumelwano zekota zentengo engaguquki ngezigaba zokuvula kabusha intengo ukuze uzulazule ngokuvumelana nezimo ekushintsheni kwezinto zokusetshenziswa.

Hlala phambili futhi uvikele uchungechunge lwakho lokuhlinzeka. Ngezixazululo ze-lithium battery ezihambisana nomthetho ezihlangabezana nezidingo zakho, zizwe ukhululekile ukuxhumana nabeluleki bethu bomkhiqizo ngqo.