Mtengo wa Lithium carbonateadakumana ndi maopaleshoni akulu, kudumpha 20% kufikira 72,900 CNY pa tani pa mwezi watha. Kuwonjezeka kwakukulu kumeneku kukutsatira nthawi yokhazikika koyambirira kwa 2025 komanso kutsika kodziwika bwino pansi pa 60,000 CNY pa tani masabata angapo apitawo. Akadaulo akuti kutsika kwamitengo kumeneku kumabwera chifukwa cha mfundo zamakampani atsopano aboma omwe cholinga chake ndi kukonzanso magawo akuluakulu monga zitsulo ndi mphamvu, komanso kuwongolera zofunikira pagawo lamagetsi opanda ukhondo.
1. Nchiyani Chimayendetsa Lithiyamu Mtengo Spike
Chothandiziracho chikuwoneka ngati chitsogozo chatsopano chamakampani aku China, choyang'ana kwambiri pakusintha kamangidwe komanso kuchepetsa kuchuluka kwazinthu zakale zamafakitale ambiri. Chizindikiro ichi chinayambitsa msonkhano waukulu m'misika yamalonda, kuphatikizapo malasha, zitsulo, ndi galasi. Kwa lithiamu carbonate makamaka, kudumpha kwamtengo kumawonetsa kuphatikizika kwazinthu zolephereka, kutsata ndondomeko, ndikulimbitsa pang'onopang'ono kufunikira, makamaka pamene makampani opanga mphamvu zatsopano akuphatikizana. Zinthu zapadziko lonse lapansi zimagwiranso ntchito, pomwe kufunikira kwa EV ku Europe kuchira komanso misika yaku Southeast Asia ikupitiliza kukulirakulira, kuchirikiza kugwiritsa ntchito lithiamu.
2. Chifukwa Chiyani Kufuna Kusungirako Mphamvu Kukuphulika
Theyosungirako mphamvu ya dzuwagawoli likukula kwambiri mdziko muno komanso padziko lonse lapansi. Zambiri zikuwonetsa kuti makampani aku China adapeza madongosolo osungira mphamvu kunja kwa 160 GWh mu theka loyamba la 2025 - chiwonjezeko chodabwitsa cha 220% pachaka. Panthawi yomweyi, kugula magetsi ku China kudakwera ndi 243% kufika pa 46.1GW/186.7GWh. Kuwonjezeka kwakukulu uku kufunikira kwalithiamu mphamvu yosungirako batirema cell akumasulira mwachindunji kumtunda kupita kumtengo wapamwamba wazinthu zopangira.
3. Kodi Izi Zingakhudze Bwanji Makampani A Mabatire?
Themtengo wa lithiamusurge yayamba kale kudutsa mu chain chain. Ophatikiza madongosolo akuluakulu anena kuti akulandira zidziwitso zakukwera kwamitengo kuchokeracell yosungirako mphamvu ya batriopanga, akuwonjezeka pafupifupi 10% kapena kupitilira apo. Kupezeka kwa mabatire kukukulirakulira, ngakhale mitundu yachiwiri ikukumana ndi kuchepa komwe kungachitike. Ngakhale izi zikuwonetsa kukwera mtengo kwa mabatire posachedwa, akatswiri amakampani amawona ngati kuwongolera msika kofunikira panthawi yomwe gawoli likusintha kuchoka pakukula kwa voliyumu kupita ku kukula koyendetsedwa ndi mtengo. Mwamwayi, izi sizimayembekezereka kuwonetsa kukwera kwamitengo komwe kumawoneka mu 2022. Kuphatikiza apo, chitukukochi chimapereka mwayi wofunikira, wokulirapo waukadaulo wina monga mabatire a sodium-ion kuti apeze msika.
Msonkhano wa lifiyamu carbonate ukutsimikizira kusakhazikika komwe kukuchitika m'misika yamagetsi yamagetsi, motsogozedwa ndi kusintha kwa mfundo komanso kufunikira kwapadziko lonse lapansi kwamagetsi ndi njira zosungira mphamvu. Ngakhale kuti zovuta zamtengo wapatali zimakhala zenizeni, makampaniwa amawona izi ngati gawo lofunikira la kusasitsa.
Nthawi yotumiza: Jul-29-2025