Isibuyekezo Semakethe Yebhethri ye-Lithium — Septhemba 2026: Ukukhuphuka Kwentengo, Ukuhlehla Kwe-Lithium Carbonate, kanye Nezigaba Ezibalulekile Ze-Solid-State

USepthemba ulethe izinguquko ezinkulu embonini yamabhethri e-lithium: intela yokusetshenziswa evuselelwe kumaseli e-lithium iholela ekuphakameni kwamanani, amanani e-lithium carbonate ehle ngemuva kokukhuphuka okukhulu, futhi amabhethri e-solid-state asuka elabhorethri eya ekukhiqizeni ngobuningi. Nazi izinto ezine ezibalulekile okufanele ziqashelwe.

NgoJulayi, uMnyango Wezezimali waseChina, uMphathi Jikelele Wezimpahla Ezivela Ngaphandle kanye noMphathi Wezintela Zikahulumeni bamemezela ukuthi amabhethri e-lithium-ion kanye nezinhlobo ezimbalwa zamabhethri azokhokhiswa intela yokusetshenziswa engu-2% kusukela ngoSepthemba 1, 2026, ikhuphukele ku-4% kusukela ngoSepthemba 1, 2027. Amabhethri e-solid-state kanye ne-sodium-ion azohlala ekhululiwe kuze kube sekupheleni kuka-2028.

Ngemuva kwesimemezelo, abakhiqizi abahamba phambili okubalwa kubo i-EVE Energy ne-Lishen baye banezela izindleko zentela engu-2% ezintengo zabo zokuhlinzeka kusukela ngomhla ka-1 Septhemba, kanti abadlali abancane nabo balandela. Ngokusekelwe esilinganisweni sentengo yeseli ye-ESS esingaba ngu-RMB 0.36/Wh, intela entsha yengeza cishe ama-RMB ayizigidi eziyisikhombisa nge-GWh ngayinye. Okusekela lokhu kunyuka kwentengo ukulingana okuqinile phakathi kokuhlinzekwa nokufunwayo: ukusetshenziswa komthamo wesilinganiso engxenyeni yebhethri lokugcina amandla manje sekudlula u-90%, futhi amaseli e-ESS angu-314Ah ajwayelekile angena esikhathini sokushoda, okuqinisa amandla okubeka intengo abakhiqizi bamabhethri.

Ngemva kokukhuphuka yafinyelela cishe ku-RMB 160,000 ngetoni ekuqaleni kukaSepthemba, i-battery-grade lithium carbonate yehla. Idatha ye-SMM ikhombisa ukuthi izintengo zendawo zehle zafinyelela ku-RMB 142,800 ngetoni ngoSepthemba 8, zehla cishe ngo-9% zisuka ku-RMB 159,300 ngetoni ekupheleni kuka-Agasti; inkomba yekusasa yavalwa cishe ku-RMB 142,000 ngetoni ngoSepthemba 9. Abaqaphi bemakethe babona isizini ethi "golden September–silver October" njengesikhathi esibalulekile sokukala ukulingana phakathi kokuhlinzekwa nokufunwa, kanti isikhungo sentengo kungenzeka sehle kancane.

Emshadweni Wamandla Ebhethri Womhlaba ka-2026 eYibin (Septhemba 3), kudalulwe izinto ezintsha eziyisishiyagalombili eziphawulekayo, okuhlanganisa amaseli okushaja ngokushesha okwedlula umkhawulo wemizuzu eyi-10, ibhethri le-hybrid solid-liquid elingu-350Wh/kg, kanye namaseli e-ESS aphephile asuka ku-300Ah aya ku-600Ah.

Ukuthengiswa kwe-solid-state kuyashesha: i-ProLogium yaseTaiwan yamemezela ngoSepthemba 2 ukuthi iseli layo lesizukulwane sesi-3.5 le-lithium ceramic all-solid-state — elingu-381Wh/kg, eliqinisekiswe yi-TÜV, elinabalingani okuhlanganisa i-Mercedes-Benz ne-NIO — selingene ekukhiqizeni okukhulu embonini yalo enkulu. I-CATL yathi ngoSepthemba 9 ukuthi ilindele ukukhiqizwa okuncane kwama-all-solid-state batteries ngo-2027.

Ngakwesokufuna, umkhiqizo wamabhethri waseShayina kaSepthemba kulindeleke ukuthi udlule ku-330GWh, ukhuphuke cishe ngo-9% ngenyanga, okubonisa ukugcwalisa kabusha okunempilo ngaphambi kwesizini ephezulu. Kubathengi, amanani amaseli esikhathi esiseduze asabhekene nengcindezi yokukhuphuka — ukuqinisekisa izivumelwano zesikhathi eside nokuphatha umkhondo wempahla kungaba ukuhlakanipha — kuyilapho isikhathi sokukhululwa kwentela kobuchwepheshe be-solid-state ne-sodium-ion sidala indawo ekahle yokwamukela izixazululo zesizukulwane esilandelayo.