Kasuwar lithium carbonate ta shaida hauhawar farashi mai ban mamaki, wanda ya zarce RMB 100,000/tan a watan Nuwamba na 2025, karuwar sama da kashi 70% tun daga lokacin da aka samu raguwar bukatar wadata. Wannan karuwar, wanda gibin da ake samu da bukatar wadata ke haifarwa, ya kara farashin kayan aiki kai tsaye ga batura. Ga masu hada-hadar tsarin adana makamashin batir (BESS) daMasu kera batirin hasken rana, wannan yana nuna lokacin matsin lamba na farashi mai yawa da kuma canjin sarkar samar da kayayyaki, wanda ke buƙatar tsarin dabaru don ci gaba mai ɗorewa. Fahimtar waɗannan yanayin kasuwa yana da mahimmanci don kewaya yanayin ci gaba na samar da batirin LiFePO4 da mafita na makamashi mai sabuntawa.
Binciken Juyawa Farashin Lithium Carbonate
Bayanai sun nuna saurin sauyin kasuwa. Bayan raguwar da ta kai ƙasa da RMB 60,000/tan a watan Yunin 2025, farashin lithium carbonate na batirin ya sake farfadowa sosai.A ƙarshen watan Nuwamba, matsakaicin farashin ya kai RMB 92,150/ton, yayin da makomar ta wuce matakin RMB 100,000/ton. Manyan abubuwan da ke haifar da hakan sun haɗa da ficewar samar da lithium mica mai tsada da kuma sakin buƙatu mai yawa.
Sabuwar ɓangaren motocin makamashi (NEV), wanda aka ƙarfafa ta hanyar ƙarfafa harajin siye na 2026, ya hanzarta samar da kayayyaki, yayin da kasuwar adana makamashi ta duniya ta bunƙasa.
Tsarin Farashi na Lithium Carbonate a shekarar 2025
Rahotannin masana'antu sun tabbatar da ci gaban ribar da aka samu a kwata na uku na shekarar 2025batirin lithiumKamfanoni, waɗanda buƙatu mai ƙarfi daga sassan ESS da EV ke ƙaruwa, suna nuna alaƙar kai tsaye tsakanin farashin kayan aiki da farashin batirin.
Bukatar Ajiye Makamashi Mai Kariya Daga Manufofi
Haɓakar ajiyar makamashi tana aiki a matsayin babban injin buƙata. A China, manufofin ƙasa "Lamba ta 136 [2025] ta Hukumar Ci Gaba da Gyara ta Ƙasa" ya haifar da gaggawar shigarwa, wanda ya ba da gudummawa ga 32.49GW/87.35GWh na sabon ƙarfin adana makamashi da aka ƙara a watan Janairu-Satumba 2025, ƙaruwar kashi 50.95% na shekara-shekara.
A duk duniya, abubuwa kamar tagar kuɗin fito na Amurka, tallafin ajiya na gidaje na Ostiraliya, da rashin daidaiton layin wutar lantarki na Turai sun ƙara yawan oda. Wannan ƙaruwar ta haifar da ƙarancin samar da ƙwayoyin halitta, tare da manyan masana'antun kamar EVE Lithium da Haichen Energy Storage suna aiki a cikakken ƙarfinsu. Ga 'yan kasuwa masu zuba jari atsarin batirin hasken ranakoLiFePO4 ESSWaɗannan manufofi sun jaddada mahimmancin samar da ingantattun hanyoyin samar da batir don rage jinkirin aiki da hauhawar farashi.
Saurin Kuɗi da Jagorancin Mai Amfani
Karin farashin lithium carbonate ya haifar da tasirin domino, wanda hakan ya kara farashin tantanin halitta. Bayanai sun nuna cewa ƙwayoyin LiFePO4 314Ah yanzu suna da matsakaicin 0.306 RMB/Wh, kusan kashi 20% cikin watanni biyu. Don sarrafa wannan, kamfanoni masu himma suna sanya manyan batura don daidaita farashi da kuma daidaita wa'adin manufofi. Ga masu amfani da ƙarshen amfani da masu shigarwa, wannan yanayin yana jaddada buƙatar yin haɗin gwiwa da masana'antun batirin hasken rana na LiFePO4 masu ƙarfi kamarƘARFIN MATASA, waɗanda ke ba da inganci da wadata mai daidaito. Kimanta jimillar farashin mallakar, maimakon kawai farashi na farko, ya zama dole. Ya kamata 'yan kasuwa su yi la'akari da dabarun siye na dogon lokaci kuma su bincika hanyoyin adana makamashi masu inganci don daidaita canjin farashin shigarwa.
Hasashen Nan Gaba da Daidaita Masana'antu
Masana sun yi hasashen ci gaba da ƙarfin farashin li carbonate a cikin ɗan gajeren lokaci, tare da yuwuwar kololuwar farashin RMB 150,000-200,000/ton idan ƙaruwar buƙata ta wuce 30%. Duk da haka, faɗaɗa samar da kayayyaki nan da 2026 na iya rage tashin hankali, wanda ke canza kasuwar lithium ta duniya zuwa daidaito mai ƙarfi. Wannan lokacin zai gwada juriyar kamfanonin adana makamashi, yana fifita waɗanda ke da sarƙoƙin samar da kayayyaki masu ƙarfi da ƙwarewar ƙirƙira.ƘARFIN MATASAMayar da hankali kan fasahar LiFePO4 mai ci gaba yana sanya ta don tallafawa abokan ciniki ta wannan sauyi, yana tabbatar da ingantaccen ajiyar makamashin rana duk da sauye-sauyen kasuwa. Yayin da masana'antar ke ƙara ƙarfi, daidaitawa da samo dabarun samar da makamashi za su bayyana jagoranci a ɓangaren makamashi mai sabuntawa.
Lokacin Saƙo: Nuwamba-28-2025