Kua kite te mākete konupūmā lithium i te pikinga nui o te utu, neke atu i te 100,000 RMB/tana i te Whiringa-ā-rangi 2025, he pikinga neke atu i te 70% mai i te iti rawa o Hune. Ko tēnei ia pikinga, i akiakihia e te rerekētanga o te tuku me te tono, ka whakapiki tika i ngā utu rauemi mata mō ngā pākahiko. Mō ngā kaiwhakauru pūnaha rokiroki pūngao pākahiko (BESS) mengā kaihanga pākahiko rā, he tohu tēnei mō tētahi wā e piki haere ana te pēhanga utu me te koretake o te mekameka tuku, e hiahiatia ana he whakamahere rautaki mō te tipu pumau. He mea nui te mārama ki ēnei āhuatanga o te mākete hei whakatere i te whenua e whanake haere ana o te hanga pākahiko LiFePO4 me ngā otinga pūngao whakahou.
Te Tātari i te Hurihanga o te Utu o te Lithium Carbonate
E whakaatu ana ngā raraunga i te tere o te nekehanga o te mākete. Whai muri i te hekenga ki raro iho i te 60,000 RMB/tana i te marama o Hune 2025, ka piki ake ngā utu o te konupūmā lithium-carbonate.I te mutunga o Whiringa-ā-rangi, kua eke te utu toharite ki te 92,150 RMB/tana, ā, kua whiti ngā utu ā-mua i te paepae 100,000 RMB/tana. Ko ngā mea nui i akiaki i tēnei ko te wehenga atu i te hanga mika lithium utu nui me te tukunga o te tono nui.
Nā te whakatairanga a ngā kaupapa whakatenatena taake hoko o te tau 2026 i tere ake ai te whakaputanga nā te rāngai waka pūngao hou (NEV), i te wā i tino pakū ai te mākete rokiroki pūngao o te ao.
Te Auahatanga o te Utu o te Ritiumu Kāponāte i te tau 2025
E whakaū ana ngā pūrongo ahumahi i ngā whakapainga whiwhinga moni mō te hauwhā tuatoru o te tau 2025pākahiko lithiumngā umanga, i whakakahangia e te tono nui mai i ngā rāngai ESS me te EV, e whakaatu ana i te hononga tika i waenga i ngā utu rauemi me te utu pākahiko.
Te Hiahia Rokiroki Pūngao e Ārahihia ana e te Kaupapa Here
Ko te puāwaitanga o te rokiroki pūngao te miihini tono matua. I Haina, ko te kaupapa here ā-motu "Nama 136 [2025] o te Komihana Whakawhanake me te Whakahou ā-Motu"i whakaoho i te tere o te tāutanga, i whai wāhi atu ki te 32.49GW/87.35GWh o te kaha rokiroki pūngao hou i tāpirihia i te Hanuere-Hepetema 2025, he pikinga 50.95% ia tau.
I te ao whānui, ko ngā āhuatanga pēnei i te matapihi taripa o Amerika, ngā tautoko rokiroki kāinga a Ahitereiria, me te kore pumau o te whatunga whatunga a Ūropi i whakanui ake i ngā ota. Nā tēnei pikinga ake i iti ai te tuku pūtau, ā, i mahi ngā kaihanga nui pēnei i a EVE Lithium me Haichen Energy Storage i te kaha katoa. Mō ngā pakihi e haumi ana kingā pūnaha pākahiko rārāneiLiFePO4 ESS, e whakaatu ana ēnei kaupapa here i te hiranga o te whakarite i ngā mekameka tuku pākahiko pono hei whakaiti i ngā whakaroa kaupapa me ngā utu nui rawa.
Te Tukunga Utu me te Aratohu Kaiwhakamahi
Nā te pikinga o ngā utu o te lithium carbonate kua puta he pānga domino, ka piki ake ngā utu pūtau. E whakaatu ana ngā raraunga ko te toharite o ngā pūtau LiFePO4 314Ah inaianei ko te 0.306 RMB/Wh, he pikinga tata ki te 20% i roto i ngā marama e rua. Hei whakahaere i tēnei, kei te tuku tono pākahiko nui ngā kamupene matatau hei pupuri i ngā utu me te whakarite ki ngā rā kati kaupapa here. Mō ngā kaiwhakamahi mutunga me ngā kaiwhakauru, e whakanui ana tēnei ia i te hiahia ki te mahi tahi me ngā kaihanga pākahiko pūmau LiFePO4 pēnei i aMana Rangatahi, e tuku ana i te kounga me te tuku rite tonu. He mea nui te aromatawai i te utu katoa o te mana whakahaere, kaua ko te utu o mua anake. Me whai whakaaro ngā pakihi ki ngā rautaki hoko mo te wā roa, me te tūhura i ngā otinga rokiroki pūngao tino whai hua hei whakakore i ngā piki me ngā heke o te utu whakauru.
Te Tirohanga ā-Mārama me te Urutaunga Ahumahi
E matapaetia ana e ngā tohunga te kaha tonu o te utu o te konupūmā warowaihā i roto i te wā poto, me ngā tihi pea o te 150,000-200,000 RMB/tana mena ka neke ake te tipu o te tono i te 30%. Heoi, mā te whakawhānui ake i te tuku i te tau 2026 ka whakamama ake pea i ngā taumahatanga, ka nekehia te mākete konupūmā o te ao ki tētahi taurite kaha ake. Ka whakamātautauhia e tēnei wā te manawanui o ngā kamupene rokiroki pūngao, ka pai ake ki te hunga he kaha ngā mekameka tuku me ngā pūkenga auaha.Mana RangatahiKo te arotahi a te kamupene ki te hangarau LiFePO4 matatau e tū ana hei tautoko i ngā kiritaki i roto i tēnei whakawhiti, me te whakarite kia pono te rokiroki pūngao o te rā ahakoa ngā panonitanga o te mākete. I te whakakotahitanga o te umanga, ko te urutau me te rapu rauemi rautaki ka tautuhi i te kaiārahi i roto i te rāngai pūngao whakahou.
Wā tuku: Whiringa-ā-rangi 28-2025