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Ukuhwebelana Kwesibili Komhlaba Kwe-LFP: Abakhiqizi Bamaseli BaseKorea Bayashintsha Njengoba Isitoreji Sihola Phambili
Kwadalwa ngo Ngokwamukisa
Ngekota yesine ka-2026, isikhungo somkhakha wamabhethri e-lithium womhlaba wonke sishintsha ngendlela engaqondakali — sisuka ezimotweni zikagesi siya ekugcinweni kwamandla, futhi sisuka ku-ternary chemistry siya ku-lithium iron phosphate (LFP). Ngesonto lokuqala likaNovemba, abakhiqizi abathathu abakhulu bamabhethri baseKorea bakhombise indlela efanayo cishe ngesikhathi esisodwa.
1. Abathathu Abakhulu BaseKorea Abasakuhlola i-LFP
Ekuqaleni kukaNovemba, i-CFO ye-LG Energy Solution yathi ocingweni lwemiphumela yezimali ukuthi inkampani ilungiselela ukukhiqizwa okukhulu kweseli eliyisilinda le-LFP 2170 engxenyeni yokuqala ka-2027. I-LGES iphinde yavumelana ne-Tesla ukwakha imboni entsha yamaseli e-prismatic LFP eMichigan; amaseli okuqala azongena ezinhlelweni zokugcina ze-Megapack 3 ze-Tesla ezikhiqizwa eHouston. Inkampani yangena engxenyeni yesithathu yonyaka inama-oda ebhetri e-ESS angu-160GWh, isiguqule izindawo zayo ezinhlanu kweziyisikhombisa zaseNyakatho Melika ukuba zikhiqize i-LFP ESS, futhi ilindele ukuthi umthamo we-ESS udlule ku-50GWh ekupheleni kuka-2026 kanye no-70GWh ngo-2027.北极星电力网
I-Samsung SDI ibhuke ngaphezu kuka-60GWh wama-oda e-ESS ase-U.S. kulo nyaka futhi ihlose ukuqala ukukhiqiza ngobuningi amaseli e-cylindrical LFP ezinsiza zebhethri eliyisipele (BBU) zeseva ye-AI kusukela ngoJuni 2027. I-SK On isayine isivumelwano sokuhlinzeka nge-LFP pouch-cell esingu-9GWh ne-NeoVolta Power futhi ihlela ukwengeza elinye u-9GWh, ngesikhathi iguqula ingxenye yemboni yayo yaseGeorgia isuka ku-EV iya ekukhiqizeni i-ESS.北极星电力网
Uhlangothi lwezinto ezisetshenziswayo lusobala nakakhulu. Kuze kube manje kulo nyaka, abakhiqizi abathathu baseKorea bazibophezele ngaphezu kwezigidigidi ezingama-RMB 70 ekuthengeni izinto ze-LFP, futhi izivumelwano zivamise ukuqala ngo-2027 kuya ku-2031. Lokhu akusona ukuzama nje — i-LFP manje isiyingxenye yesu labo lomkhiqizo wesikhathi eside.北极星电力网
2. Isidingo: Izikhungo Zedatha ze-AI kanye Nokugcinwa Kwegridi Kuthatha Induku
Ngokusho kwe-SNE Research, ukuthunyelwa kwamabhethri e-ESS emhlabeni wonke kufinyelele ku-461.3GWh engxenyeni yokuqala ka-2026, kukhuphuke ngo-71% uma kuqhathaniswa nonyaka odlule. Bonke abahlinzeki abayishumi abaphezulu bamaseli e-ESS kwakungabaseShayina, futhi i-LFP yayenza ngaphezu kuka-85% wamaseli e-ESS.人民日报
Njengoba ukukhula kwe-EV kuncipha, izikhungo zedatha ze-AI seziyinjini entsha yezidingo. Esinye isibikezelo sibona isitoreji esixhunywe ezikhungweni zedatha sikhuphuka sisuka ku-10.1GWh ngo-2026 siye ku-165.7GWh ngo-2030 — inani elihlangene elingu-353.9GWh phakathi neminyaka emihlanu, noma i-CAGR ecishe ibe ngu-101%. I-LGES manje ibala izinkampani zikagesi kanye nabaqhubi bezikhungo zedatha ezinkulu phakathi kwamathuba ayo amakhulu emiyalo emisha ye-ESS.财富号北极星电力网
Imakethe yaseShayina nayo isuka ku-"yakha kakhulu" iya ku-"sebenza kangcono". Ekupheleni kukaJuni 2026, umthamo wesitoreji wohlobo olusha ohlangene wafinyelela ku-168.3GW/448.7GWh, ukhuphuka ngo-59%/71% uma kuqhathaniswa nonyaka odlule. Amaphrojekthi amasha ayenesikhathi esimaphakathi samahora angu-2.69, ingxenye yamaphrojekthi anamahora angu-4 nangaphezulu inyuke ngamaphuzu angu-4.8, futhi isitoreji esizimele saba ingxenye engu-69.3% yokufakwa okusha.新华网
3. I-Lithium Eshibhile Idlulisela Ukwehliswa Kwezindleko Phansi
Kusukela ngoNovemba 3, i-lithium carbonate yezinga lebhethri yayicashunwa cishe nge-RMB 93,000 ngethoni, yehle nge-22% isuka ku-RMB 120,000 ngenyanga eyedlule futhi icishe ibe ngaphansi nge-55% kunezinga eliphezulu lalo nyaka. Kubakhiqizi bamaseli nabahlanganisi bohlelo, ingcindezi yezinto zokusetshenziswa isinciphile ngokuphawulekayo. Noma kunjalo, amanani manje aseduze nendawo ephansi yezindleko, ngakho ukwehla okwengeziwe kubonakala kunomkhawulo futhi ibanga elibanzi lokuhweba liyindlela okungenzeka kakhulu.新浪财经
4. I-Solid-State Iyeza, Kodwa Hhayi Manje
I-CATL ithi amaseli e-all-solid-state angase afinyelele ekukhiqizweni okuncane ngo-2027, futhi i-Gotion isiqala umugqa we-all-solid-state ongu-2GWh ekupheleni kuka-2026. I-solid-state ibonakala kabanzi njengomkhawulo olandelayo, kodwa ngaphambi kuka-2027 izindleko zayo, umkhiqizo kanye nomthamo wazo ngeke kukwazi ukususa i-LFP ekugcineni, ezimotweni zezentengiselwano noma kuma-AGV.证券时报中国新闻网
5. Izinto Ezintathu Ezibalulekile Kubathengi
Okokuqala, ungathengi ngentengo yeyunithi kuphela. Imijikelezo yokusebenza yokugcina kanye ne-AGV iyadingeka kakhulu. Ukuphila komjikelezo, ukwakheka kokushisa kanye nokuvumelana kwe-BMS kuvame ukudala umehluko omkhulu wezindleko eziphelele zobunikazi kunomehluko wokuqala wentengo.
Okwesibili, hlela ukuthenga kusenesikhathi. Lapho abakhiqizi abahamba phambili bamaseli emhlabeni bebopha izivumelwano zezinto zokusetshenziswa zeminyaka emithathu kuya kwemihlanu, lokho kuyisibonakaliso ngokwako: amaseli nezingxenye zekhwalithi ephezulu kungase kuphinde kuqine cishe ngo-2027.北极星电力网
Okwesithathu, ukugunyazwa kanye nesevisi yasendaweni kunquma ukuthi amaphrojekthi agunyazwa ngempela yini. Ekuthengisweni kwesitoreji sasekhaya, izimvume ze-UL, IEC kanye ne-CE — kanye nekhono lokusiza ngemva kokuthengisa lasendaweni — zinomthelela ezinqumweni zamakhasimende ngaphezu kwanoma yimuphi umugqa kushejuli yezicaciso.
Isithombe esikhulu: i-LFP isuka "kwisixazululo saseShayina" iya ekuvumelaneni komhlaba wonke. Kubathengisi bezindawo ezizimele, ukuchaza ukuphepha, impilo yomjikelezo kanye nengqondo yezindleko ze-LFP kuzozuza ukuthenjwa okukhulu kunelinye ikhasi lezinombolo.