Ukukhuphuka kokutshalwa kwezimali kwamabhethri e-sodium-ion e-China kubonisa isikhathi esibalulekile embonini yomhlaba wonke yokugcina amandla. Njengoba isidingo sezindlela ezizinzile nezonga izindleko ezihlukile kumabhethri e-lithium-ion avamile siyanda, ubuchwepheshe be-sodium-ion buyathandwa kakhulu. Ngo-2025, iChina izoba yindawo enkulu yokukhiqiza amabhethri e-sodium-ion, okushukunyiswa ukutshalwa kwezimali okukhulu kanye nokubambisana kwemboni okuyistrateji. Lesi sihloko sihluza ukuthuthukiswa kwezici eziningi kokukhiqizwa kwamabhethri e-sodium-ion e-China, sigcizelela amaphrojekthi amakhulu ezitshalo ezintsha, ukubaluleka kweSuining Development Zone, kanye nezimo ezizayo ezibonisa le mkhakha okhulayo.

Indima ehamba phambili ekwandisweni kwamabhethri e-sodium-ion eChina idlalwa yizinkampani ezifana ne-EBAK, inkampani eyaziwa kakhulu ngobuchwepheshe bayo ekwenzeni amabhethri. I-EBAK, enendlunkulu eSuzhou, Jiangsu, itshala kakhulu ubuchwepheshe bamabhethri e-sodium-ion, ihlela isitshalo esikhulu sokukhiqiza esifundeni saseSuining High-tech Development Zone saseSichuan Province. Lolu tshalo luhlose ukuqinisa umnotho wasekhaya ngenkathi lusebenzisa imvelo yezobuchwepheshe yesifunda, esekela ubuchule nokukhiqiza kahle. Lo msebenzi usebenzisa ubudlelwano emakethe yokugcina amandla futhi uhambisana nomzamo omkhulu weChina wokuthola izixazululo zamandla ahlanzekile. Isipiliyoni se-EBAK kumabhethri e-lithium-ion, esichazwe kabanzi ku-Mayelana Nathiikhasi, libeka inkampani njengomdlali obalulekile ekuhlukaniseni ubuchwepheshe bebhethri ukuze kuhlangatshezwane nezidingo zamandla esikhathi esizayo.

Isifunda Sokuthuthukiswa Kobuchwepheshe Obuphezulu saseSuining sikhule njengendawo ebalulekile yemikhakha yezobuchwepheshe obusezingeni eliphezulu, ikakhulukazi ekukhiqizeni amabhethri nezixazululo zokugcina amandla. Ingqalasizinda yesifunda, ukwesekwa kwezinqubomgomo, kanye nokugxila kwabasebenzi abanekhono kuyenza kube yindawo efanele amaphrojekthi amakhulu okukhiqiza amabhethri. Ngokukhethekile, iSuining ihehe izinkampani eziningana ezibalulekile, yakha isimiso esivumela ubuchwepheshe obusha nokubambisana. Isinqumo sokubeka isitshalo samabhethri esikhulu kakhulu esisebenzisa i-sodium-ion lapha sigxila emandleni esifunda, sikhuthaza imvelo lapho ubuchwepheshe obusha bungathuthukiswa futhi bukhuliswe ngempumelelo. Lesi sikhundla samasu sithuthukisa inzuzo yaseChina emakethe yehlabathi yamabhethri e-sodium-ion.

Njengamanje, iShayina ingenazo izindawo zokukhiqiza amabhethri e-sodium-ion, kodwa izinga nokutshalwa kwezimali esitshalweni esisha kuyinto enkulu kakhulu. Ngenkathi imakethe yamabhethri e-lithium-ion isalokhu ibalulekile, ubuchwepheshe be-sodium-ion buqhubeka nokunqoba izithiyo ezihlobene ne-energy density, i-cycle life, nezindleko zokuthengisa. Ukutshalwa kwezimali okusha kuzobhekana nalezi zinkinga ngokuthuthukisa izinqubo zokukhiqiza nokuthuthukisa izinto ezintsha zesayensi yezinto. Izinkampani ezifana ne-EBAK zihamba phambili, ziqhubekisela phambili ukuthuthukiswa okuthuthukisa ukuncintisana kwamabhethri e-sodium-ion. Ezinkampanini ezithanda ukuhlola okunikezwayo kwakamuva kubuchwepheshe bamabhethri,ImikhiqizoIkhasi linikeza imininingwane ephelele ngezixazululo zamanje ze-lithium-ion nezinketho ezivelayo ze-sodium-ion.

Abahlalisi bemakethe balindele ukukhula okuqinile kwamabhethri e-sodium-ion, ngokulindeleke ukuthi isilinganiso sokukhula konyaka (CAGR) sidlule kakhulu ubuchwepheshe obuningi bokugcina amandla bendabuko. Ngo-2030, amabhethri e-sodium-ion kulindeleke ukuthi athole ingxenye enkulu yesabelo semakethe yomhlaba wonke, aqhutshwa izinzuzo zawo zezindleko nezinzuzo zemvelo. Ukwanda komthamo wokukhiqiza, ikakhulukazi ngezitshalo ezintsha eChina, kuzosiza ukwamukelwa okubanzi ezimotweni zikagesi, ukugcinwa kwamagridi, kanye nezinto zikagesi eziphathekayo. Izibikezelo zokukhula ezinhle zigcizelela ukubaluleka kwamasu kwezimali ezitshalwe yizinkampani ezifana ne-EBAK, ezihleli kahle ukuze zizuze kule makethe ekhulayo. Imininingwane eyengeziwe ngombono wamasu wenkampani kanye nentuthuko yobuchwepheshe ingafinyelelwa ngeyaboIkhayaikhasi.

Imboni yebhethri ye-sodium-ion ilungele ukuqhubeka nokuthuthuka, ngemiklamo eminingi yokugcina amandla ehlelwe kulo lonke elaseChina nangaphandle. Le miklamo ihlose ukuhlanganisa amabhethri e-sodium-ion ezinhlelweni zokugcina amandla ezinkulu, ukuhlanganiswa kwamandla avuselelekayo, namapulatifomu ezimoto zikagesi. Izikhathi zokubuyisa utshalomali kulindeleke ukuthi zithuthuke njengoba kufinyelelwa ubukhulu bokukhiqiza futhi ubuchwepheshe buvuthwa. Umthamo omkhulu wokukhiqiza osungulwayo, ikakhulukazi endaweni yaseSuining, usekela lezi zimo ngokuhlinzeka ngomnyombo wokuhlinzekwa othembekile futhi kukhuthazwa i-R&D. Izinkampani ezifana ne-EBAK zigxile ekulinganiseni ukonga izindleko nokusebenza okuphezulu, ziqinisekisa ukuthi amabhethri e-sodium-ion ahlala eyindlela ezingcono kunezinye izinketho ze-lithium-ion njengoba imakethe iqhubeka nokuthuthuka.

Ukuqhathanisa amabhethri e-sodium-ion namabhethri e-lithium-ion kwembula izinzuzo eziningana, ikakhulukazi kwezokusimama kanye nokonga izindleko. I-sodium, njengoba iningi futhi isatshalaliswe ngokulinganayo emhlabeni wonke, inikeza umthombo wezinto zokusetshenziswa ezisimeme kakhulu kune-lithium, ebhekana nokulinganiselwa kokuhlinzekwa kanye nezingozi zezombangazwe. Amabhethri e-sodium-ion futhi abiza kancane ukukhiqizwa ngenxa yezinto zokusetshenziswa ezishibhile kanye nezinqubo zokukhiqiza ezilula. Yize amabhethri e-lithium-ion manje enza kangcono ekuminyaneni kwamandla, ubuchwepheshe be-sodium-ion buyayivala igebe, okwenza ilungele izicelo lapho ukuphepha, izindleko, nomthelela emvelweni kubalulekile. Le nzuzo yokuqhathanisa ihambisana namathrendi omhlaba wonke aqonde ekugcinweni kwamandla aluhlaza. Ukuze uthole imininingwane ejulile ngobuchwepheshe bamabhethri e-lithium-ion, abafundi bangavakashela i-EBAK'sOxhumana Naboikhasi lokubonisana nokusekelwa kochwepheshe.

Ukusungulwa kwefektri enkulu yamabhethri e-sodium-ion e-China ngo-2025 kubonisa isigaba esiguquguqukayo embonini yokugcina amandla. Kugcizelela ubuholi be-China ekwamukeleni nasekwandiseni ubuchwepheshe obusha bamabhethri obuthembisa ukusimama, ukubiza kancane, nokuphepha okuthuthukisiwe. Ukutshalwa kwezimali kwe-EBAK kanye nendawo esekelayo ye-Suining Development Zone kuhlangana ukuze kubeke amabhethri e-sodium-ion njengenye indlela ebonakalayo yomhlaba wonke kumabhethri e-lithium-ion. Imiphumela izozwakala kuyo yonke imikhakha yezimoto zikagesi, ukugcinwa kwamagridi, kanye nemikhakha yezinto zikagesi eziphathekayo, isheshisa ushintsho oluya ezinhlelweni zamandla ezihlanzekile nezimelana kakhudlwana emhlabeni wonke. Leli thuthukisi aligcini nje ngokuthuthukisa inqubekela phambili yobuchwepheshe kodwa futhi libonisa ukuzibophezela ekukhuleni kwezimboni okusimeme nasekuqanjweni kwamandla okusha.