Isibuyekezo Somkhakha Webhethri Ye-Lithium – Agasti 2026: Inqubekelaphambili Ye-Solid-State, Amanani E-lithium Azinzile, Nokuthumela Ngaphandle Okukhulayo Kokugcina Amandla

Kwadalwa ngo 08.06

Njengoba singena engxenyeni yesibili ka-2026, imboni yamabhethri e-lithium ibhekene nezinguquko ezibalulekile. Ngezansi kunezinto ezintathu ezinkulu okufanele ziqashelwe, ezithathwe ezindabeni zakamuva kwezobuchwepheshe, izinqubomgomo nezimakethe.

Amabhethri asemqoka (solid-state) asondela ekukhiqizweni ngobuningi

Ekuqaleni kuka-Agasti, umkhiqizi ohamba phambili wamabhethri umemezele ukuthi iseli layo lesithathu lesizukulwane le-all-solid-state seliphasile ukuhlolwa kokuphepha kwezimoto, ngokuminyana kwamandla okudlula 500 Wh/kg. Iseli kulindeleka ukuthi liqale ukuvivinywa emgwaqweni kuzinhlobo ezimbili zezimoto zikagesi eziyinhloko ekupheleni konyaka. Lolu hlelo lubeka ukusetshenziswa kwe-solid-state cishe izinyanga eziyisithupha ngaphambi kwezibikezelo zangaphambilini, kuqhutshwa ukuthuthuka kuma-cathode e-high-nickel nama-anode e-silicon-carbon.

Izintengo ze-lithium ziyazinza, uchungechunge lokuhlinzeka luba nengqondo

Iseli le-battery yesizukulwane sesithathu esiqinile (all-solid-state) elinamandla angu-500 Wh/kg, elidlula ukuhlolwa kokuphepha kwezimoto, lilungiselelwa ukuvivinywa emgwaqweni wezimoto zikagesi

Ngemuva kokushintashintsha okukhulu eminyakeni emibili edlule, amanani e-lithium carbonate asesimile phakathi kuka-90,000 no-110,000 RMB ngetoni. Amaphrojekthi amasha e-brine ne-spodumene e-Argentina nase-Afrika akhuphule umkhiqizo nge-Q2, okubeka isisekelo sokunikezwa okukhululekile. Kubakhi bamabhethri nabakhi bezimoto, ukuthuthuka kokubikezela kwezindleko kusekela ukuhlela kwezinkontileka zesikhathi esimaphakathi nende kanye nokululama kwenzuzo.

Intengo ye-lithium carbonate izinzile ku-90000-110000 RMB ngetoni ngamunye, nokutholakala kwe-brine ne-spodumene mining kukhuphukile

Ukuthunyelwa kwezitolo zamandla kuvela njengomthombo obalulekile wokukhula

Ngenxa yokwenyuka kwamanani kagesi angemuhle ngokuvamisile eYurophu kanye nokuntuleka kukagesi okuphindaphindayo eNingizimu-mpumalanga ye-Asia, ukuthunyelwa kwama-cell namasistimu okugcina amandla aseShayina kuyaqhubeka nokukhuphuka ngekota yesithathu. Idatha yakamuva yentela yezokufika ikhombisa ukuthi ukuthunyelwa kwamabhetri okugcina amandla ngoJulayi kwanda ngaphezu kuka-40% ngonyaka. Amasistimu okupholisa ngoketshezi afakwe ezitsheni ezinhlangothini ze-DC athola ukuthandwa okusheshayo ezinhlelweni zezohwebo nezimboni eYurophu naseNyakatho Melika. Okwamanje, uMthethonqubo Omusha Wamabhetri we-EU ususebenza ngokugcwele, ugcizelela izimemezelo zomkhondo wekhabhoni kanye namaphasipoti amabhetri. Lokhu kuphoqa abakhiqizi basekhaya ukuthi basheshise ukusetshenziswa kwezinhlelo zokuthobela imithetho nokulandeleka.

Ukuthunyelwa kwamazwe ngamazwe kwezinhlelo zokugcina amandla e-liquid-cooling ezisemabhokisini kanye namabhethri okugcina, kukhuphuke ngaphezu kuka-40% ngonyaka ngekota yesithathu (Q3)

Umbono

Umkhakha wamabhethri e-lithium ushintsha kusukela ekwandiseni ubukhulu kuphela uye kumodeli enezinjini ezimbili zobuchwepheshe nokwenza umhlaba wonke. Izinkampani kufanele ziqaphele kahle izigaba zokukhiqizwa ngobuningi kwe-solid-state, zithole amalungiselelo aguqukayo okunikezwa kwe-lithium, futhi zisebenzise izinhlelo zedijithali zokupasipoti zamabhethri ezihambisana ne-EU kusenesikhathi — ukuze zihlale ziphambili esigabeni esilandelayo sokuncintisana.