Isibuyekezo Somkhakha Webhethri Ye-Lithium KaSepthemba 2026: Ukukhiqizwa Okurekhodiwe, Ukuhlehla Kwentengo Ye-Lithium Nezinguquko Ezintsha Zenqubomgomo

Kusukela ngoMandulo 2026, imboni yebhethri ye-lithium ichazwa ukuhlukana kwezintengo namavolumu, izinyathelo zenqubomgomo eziqinisa, kanye nokushesha kwentuthuko yezobuchwepheshe. Ngokusekelwe kudatha yakamuva yokukhiqiza, intengo yezinto zokusetshenziswa, kanye nentuthuko yomhlaba wonke yenqubomgomo, nayi imininingwane emithathu ebalulekile yokuthenga kwamanye amazwe kanye nokuthathwa kwezinqumo zezimboni.

Ngokusho kwedatha ye-Xiluo Lithium Battery, ukuhlelwa kokukhiqizwa kwebhethri lasekhaya kufinyelele ku-211.3GWh ngoMandulo, kukhuphuke ngo-6.3% ngenyanga. Ukukhiqizwa kwe-cathode, i-anode, i-separator, kanye nezinto ze-electrolyte konke kukhuphukile ngokuhambisana, kufinyelela ezingeni eliphezulu kulo nyaka kuyo yonke imikhakha.

Ukukhula kubangelwa amandla amabili ayinhloko: isidingo esiphezulu sokufakwa kwesitoreji samandla sasekhaya kanye nokwanda okusheshayo kokwamukelwa kwe-EV eYurophu, kanye newindi elizayo lokubuyiselwa kwentela yokuthekelisa ekupheleni konyaka, okuye kwenza abakhiqizi baqongelele izinto kusenesikhathi ukuze bathumele.

Ngaleso sikhathi, i-China yethula ngokusemthethweni intela yokusetshenziswa engu-2% kumabhethri e-lithium-ion kusukela ngoSepthemba 1, ezokhuphuka ibe ngu-4% ngo-2027. Amabhethri e-solid-state kanye ne-sodium-ion azohlala ekhululekile kuze kube sekupheleni kuka-2028. Abakhiqizi abahamba phambili okubalwa kubo i-EVE Energy ne-Lishen sebedlulisele izindleko zentela engu-2% kumanani entengo yemikhiqizo. Njengoba ukusetshenziswa komthamo wamabhethri okugcina amandla kudlula u-90% futhi amaseli e-ESS angu-314Ah asetshenziswa kakhulu enqabile, abakhiqizi bathole amandla amakhulu okubeka intengo.

NgoSepthemba 11, inkontileka enkulu yesikhathi esizayo ye-lithium carbonate yehla cishe ngo-10% phakathi nosuku yafinyelela ezingeni eliphansi lama-yuan angu-128,000 ngetoni. Izintengo zangempela zazingu-142,300 yuan ngetoni, zehla ngaphezu kuka-35% ukusuka esiqongweni sikaMeyi.

Ukuhlehla kubangelwa ukuqaliswa kwemisebenzi yokugcina amandla okuhamba kancane kunalokho obekulindelekile, izibikezelo ezibuthakathaka zezimfuno zika-2027, kanye nokuncipha kwempahla okuqhubekayo kulo lonke uchungechunge lokuhlinzeka. Ngokuphawulekayo, izitayela zamanani ziye zahlukana kakhulu ezigabeni ezahlukene: amanani e-electrolyte kanye ne-wet-process separator ayaqhubeka nokukhuphuka, kuyilapho amanani e-ternary cathode ne-LFP elandela izindleko zelithium eziphansi, futhi amanani e-anode amile. Leli gebe likhombisa ukukhula komehluko kumandla okuhlinzeka nokufuna kanye namandla okuxoxisana kuzigaba zokukhiqiza.

Ezimakethe zaphesheya kwezilwandle, iKhomishini YaseYurophu isanda kuphakamisa uMthetho Omusha Wokuthenga Komphakathi ophakamisa abahlinzeki baseYurophu ekuthengeni kukahulumeni. Izwe elingamalungu lingase lenqabe amabhidi lapho ngaphezu kwengxenye yenani lomkhiqizo livela ngaphandle kwe-EU. Lo mthetho uzothinta ngqo ukuthunyelwa kwamasistimu amakhulu okugcina amandla namabhethri kagesi, kusheshise imizamo yokwenziwa kwasekhaya yabakhiqizi abakhulu baseShayina eYurophu.

Ngokwesici sobuchwepheshe, iNgqungquthela Yomhlaba Yebhethri Lamandla ka-2026 yethule izinto ezintsha ezihlanganisa ukushaja ngokushesha okwedlulayo kwemizuzu eyi-10 kanye namabhethri e-hybrid solid-liquid angu-350Wh/kg, njengoba ubuchwepheshe be-solid-state busondela ekukhiqizweni ngobuningi. Ngaleso sikhathi, i-CATL yethula uhlelo olukhulu kakhulu lokuthenga amasheya emlandweni we-A-share (ama-yuan ayizigidi eziyizinkulungwane ezingama-20–40), okubonisa ukuzethemba kwabaholi bomkhakha ngenani lesikhathi eside.

Ukukhiqizwa kulindeleke ukuthi kuqhubeke kuqinile ku-Q4. Izintengo ze-lithium zingase zibhekane nokuguquguquka okuqhubekayo kwesikhathi esiseduze. Abahlanganyeli bemakethe kufanele baqaphele ijubane lokululama kwesidingo sokugcina amandla, ukudluliswa kwentengo ngemuva kokuqaliswa kwentela yokusetshenziswa, kanye nenqubekelaphambili yezimboni zemizila emisha yobuchwepheshe efana namabhethri e-solid-state ne-sodium-ion.