Ukuqonda Kwemboni Yebhethri Ye-Lithium Ngo-Agasti 2026: Ukugcinwa kwamandla Kuhola Ukukhula, Izindlela Zobuchwepheshe Zisheshisa Ukuguquka

Ukungena ku-Q3 2026, imboni yamabhethri e-lithium yomhlaba wonke iqhubeka nokukhula ngamandla, lapho ukwandiswa kwamandla kanye nokuthuthukiswa kobuchwepheshe kuhamba ndawonye. Idatha yakamuva yemboni ikhombisa ukuthi ukuhlelelwa kokukhiqiza amabhethri e-lithium ezweni selifinyelele izinga eliphezulu kunawo wonke emlandweni, kanti isidingo sokugcina amandla siqala ukudlula izimoto njengomshayeli oyinhloko wokukhula. Ngokufanayo, ukusetshenziswa kwezindlela ezintsha zobuchwepheshe ezifana namabhethri aqinile (solid-state) namabhethri e-sodium-ion kushesha kakhulu, okubeka lo mkhakha esimweni esikabili sokukhululwa kwamandla kanye nokushintshwa kobuchwepheshe.

Ngo-Agasti 2026, isamba sokukhiqizwa okuhleliwe kwamabhetri e-lithium eShayina sifinyelele cishe ku-304GWh, sikhuphuke ngo-7.4% uma kuqhathaniswa nenyanga edlule, okudlula kakhulu isibikezelo sangaphambilini semakethe sokukhula kuka-3% kuya ku-5%. Ukuhlelwa kwamabhetri okugcina amandla kufinyelele ku-125GWh, ukwenyuka okuphelele okungaba ngu-10GWh kusukela enyangeni edlule, okumelela ngaphezu kuka-40% womkhiqizo ophelele, futhi sekusemthethweni ukudlula amabhetri ezimoto njengomshayeli oyinhloko wesidingo.

Lokhu kukhula kwamanje kuqhutshwa kakhulu ukuthengwa kwempahla okugxilile kwemiklamo emikhulu yamazwe aphesheya yokugcina amandla, kanti izimakethe ezinjenge-United States kanye ne-Middle East sezifinyelele ezikhathini zokulethwa okuphezulu. Okwamanje, ukuthunyelwa kwezimoto ezintsha zamandla kusaqhubeka nokukhula okuqinile, kufinyelele kuma-553,000 ngoJulayi, okungukwenyuka okungu-145.8% uma kuqhathaniswa nonyaka odlule. Ngasohlangothini lwezinto zokusetshenziswa, amanani e-lithium angene emjikelezweni omusha "onezilinganiso ezicacile ezingezansi nangaphezulu", njengoba imithetho yezemvelo yasekhaya kanye nokucindezela kwezinsiza zamazwe aphesheya kokubili kunciphisa ukutholakala, kucacisa kancane kancane umugqa wezindleko zomkhakha.

Ngakolunye uhlangothi lobuchwepheshe, u-2026 unyaka obalulekile wokwenza izimboni kwemizila eminingi yobuchwepheshe bamabhetri. Kumabhetri aqinile (ASSBs), izinkampani ezihamba phambili zaseShayina, eJapane naseKorea sezidlule esigabeni sokufakazela umqondo waselabhorethri futhi zingene esigabeni sokuqinisekisa ubunjiniyela (TRL 5-6). Izinkampani ezihlanganisa i-Toyota, i-Nissan ne-Samsung SDI seziqedele ukuqinisekiswa kwamasampula emigqeni yokukhiqiza eyisiqalelo, neminye imiphumela yokusebenza yezinga lezimoto ifinyelela izinhloso zokuklama.

Ukwenziwa kwezimboni zamabhetri e-sodium-ion nakho kuyashesha. I-CATL yamemezela ngo-Ephreli 2026 ukuthi amabhetri e-sodium-ion azokwethulwa ekukhiqizweni okukhulu ngekota yesine, futhi isayine i-oda elikhulu kunawo wonke emhlabeni lama-60GWh wokugcina amandla ngebhetri le-sodium. Ngokusebenza kahle emazingeni okushisa aphansi, ukuphepha okuphezulu kanye nezinzuzo zezindleko, amabhetri e-sodium anamathuba amakhulu okusetshenziswa ekugcineni amandla, ezinhlelweni zamandla ezindaweni ezibandayo, kanye namandla okusekela edatha centres.

Ngaphezu kwalokho, i-CATL isanda kusayina isivumelwano sokubambisana ne-Schaeffler. Lezi zinhlangano ezimbili zizokwenza ubambiswano lwezinhlelo zokuphatha amabhetri (BMS) kanye nezinhlelo zokugcina amandla ezihlangene, zithuthukisa ngokuhlanganyela izixazululo ze-elektroniki zendawo ezenzelwe abakhiqizi bezimoto baseYurophu futhi zijulise ukusatshalaliswa komhlaba wonke.

INgqungquthela Yomhlaba Wonke Yamabhetri Amandla ka-2026 izobanjelwa eYibin, eSichuan, kusukela ngoSepthemba 3 kuya ku-4. Le ngqungquthela ihlanganisa izikhathi eziyisishiyagalombili eziyinhloko ezihlanganisa izinqubomgomo zomkhakha, ubuchwepheshe obuphambili, izinhlelo zokusebenza ezintsha, ukugcinwa kwamandla okusha, kanye nokugaywa kabusha kwamabhetri. Izokhipha imiphumela ebalulekile ehlanganisa i-Power Battery Industry Development Index (2026), i-Power Battery Technology Roadmap, kanye nobuchwepheshe obusha emkhakheni wamabhetri amandla ka-2026, ivula indlela yesigaba esilandelayo sokuthuthukiswa komkhakha.

Sekukonke, imboni yamabhetri e-lithium ishintsha isuka "ekukhuleni kwevolumu" iye "ekuthuthukisweni kwekhwalithi nobuningi ngasikhathi sinye". Ukuqhuma kwemakethe yokugcina amandla kuvula ithuba lokukhula kwesikhathi esiphakathi nende, kuyilapho ukushintshashintsha kwezindlela zobuchwepheshe okuhlukahlukene kuvuselela isimo sokuncintisana embonini. Kubahlanganyeli bomboni, ukuthatha amathuba okuthumela amandla aphesheya kwezilwandle nokwakha izinqolobane zobuchwepheshe besizukulwane esisha kuzoba yizinto eziyinhloko eziphambili eminyakeni emibili ezayo.