Isoko rya lithium karubone ryagaragayemo izamuka rikomeye ry’ibiciro, rirenga 100.000 RMB/toni mu Gushyingo 2025, ubwiyongere burenze 70% kuva muri Kamena. Iri zamuka ry’ibiciro, riterwa n’icyuho cy’ibikenewe mu gutanga umusaruro, ryongera mu buryo butaziguye ikiguzi cy’ibikoresho fatizo bya bateri. Ku bahuza bateri na BESS, harimo na sisitemu yo kubika ingufu.abakora bateri zikomoka ku mirasire y'izuba, ibi bigaragaza igihe cy’umuvuduko mwinshi w’ibiciro n’ihindagurika ry’uruhererekane rw’ibicuruzwa, bikaba ngombwa ko habaho igenamigambi ry’ingamba kugira ngo iterambere rirambye rigerweho. Gusobanukirwa iyi miterere y’isoko ni ingenzi mu guhangana n’impinduka mu mikorere y’ingufu zikomoka ku bimera za LiFePO4 n’ingufu zishobora kuvugururwa.
Gusesengura ihindagurika ry'ibiciro bya Lithium Carbonate
Amakuru agaragaza impinduka zihuse ku isoko. Nyuma yo kugabanuka kugera munsi ya 60.000 RMB/toni muri Kamena 2025, ibiciro bya lithium carbonate byongeweho cyane mu bateri.Mu mpera z'Ugushyingo, igiciro mpuzandengo cyageze kuri 92.150 RMB/toni, aho igiciro cy'ejo hazaza cyarenze 100.000 RMB/toni. Impamvu z'ingenzi zirimo kuva mu ikorwa rya mica ya lithium ihendutse no kurekura ubwinshi bw'ibikenewe.
Urwego rw'ibinyabiziga bishya by'ingufu (NEV), rwatewe inkunga n'imisoro yo kugura mu 2026, rwihutishije umusaruro, mu gihe isoko ry'ibigega by'ingufu ku isi ryazamutse cyane.
Ibiciro bya Lithium Carbonate bihagaze mu 2025
Raporo z'inganda zemeza ko inyungu zazamutse mu gihembwe cya gatatu cya 2025bateri ya litiyumuibigo, bishyigikiwe n’ubusabe bukomeye buturuka mu nzego za ESS na EV, bigaragaza isano iri hagati y’ibiciro by’ibikoresho n’ibiciro bya batiri.
Ubusabe bwo kubika ingufu bushingiye kuri politiki
Ubwiyongere bw'ingufu mu kubika ingufu bukora nk'umuyoboro w'ingenzi w'ibikenewe. Mu Bushinwa, politiki y'igihugu "Nomero 136 [2025] ya Komisiyo y'Igihugu Ishinzwe Iterambere n'Ivugurura"byateje kwihutisha gushyiraho ingufu, bituma ubushobozi bushya bwo kubika ingufu bwa 32.49GW/87.35GWh bwongerwa muri Mutarama-Nzeri 2025, bikaba byarazamutseho 50.95% ugereranyije n'umwaka ushize."
Ku isi yose, ibintu nk'ibiciro by'imisoro bya Amerika, inkunga yo kubika ibikoresho mu mazu yo muri Ositaraliya, ndetse n'ihindagurika ry'imiyoboro y'amashanyarazi mu Burayi byongeraga amadosiye. Uku kwiyongera kw'ingufu kwatumye habaho ibura ry'amashanyarazi mu tugari, aho inganda zikomeye nka EVE Lithium na Haichen Energy Storage zikora neza. Ku bigo bishora imari murisisitemu za batiri zikomoka ku mirasire y'izubacyangwaLiFePO4 ESS, izi politiki zishimangira akamaro ko gucunga imiyoboro yizewe yo gutanga bateri kugira ngo bigabanye gutinda kw'imishinga no kwiyongera kw'ikiguzi.
Kohereza ibiciro n'ubuyobozi bw'abakoresha
Izamuka ry’ibiciro bya lithium karubone ryateje ingaruka mbi ku ngirabuzimafatizo, rizamura ibiciro by’uturemangingo. Amakuru agaragaza ko uturemangingo twa LiFePO4 twa 314Ah ubu turi ku mpuzandengo ya 0.306 RMB/Wh, hafi 20% by’izamuka mu mezi abiri. Kugira ngo ibi bigerweho, amasosiyete ashinzwe ingamba arimo gushyiraho amabwiriza manini ya bateri kugira ngo ashyire ibiciro mu buryo bujyanye n’igihe ntarengwa cya politiki. Ku bakoresha ba nyuma n’abashyiramo, iyi gahunda ishimangira ko ari ngombwa gukorana n’inganda zikora bateri z’izuba za LiFePO4 nkaUrubyiruko RWA MBERE, bitanga ubuziranenge n'umusaruro uhoraho. Gusuzuma ikiguzi cyose cy'umutungo, aho gusuzuma igiciro cy'ibanze gusa, biba ngombwa. Ibigo by'ubucuruzi bigomba gutekereza ku ngamba zo kugura ibicuruzwa mu gihe kirekire no gushakisha ibisubizo byo kubika ingufu neza kugira ngo bihutishe ihindagurika ry'ibiciro by'ibikoresho.
Icyerekezo cy'ejo hazaza n'uburyo inganda zihinduka
Impuguke ziteganya ko ibiciro bya li-carbonate bizakomeza gukomera mu gihe gito, aho hashobora kwiyongera hagati ya 150.000-200.000 RMB/toni niba icyifuzo kirenze 30%. Ariko, kwaguka kw'ibicuruzwa mu 2026 bishobora kugabanya ubwumvikane buke, bigatuma isoko rya li-lithium ku isi rirushaho kuba rito. Iki gihe kizagerageza ubushobozi bw'ibigo bibika ingufu, gitere inkunga abafite imiyoboro ikomeye y'ibicuruzwa n'ubushobozi bwo guhanga udushya.Urubyiruko RWA MBEREKwibanda ku ikoranabuhanga rigezweho rya LiFePO4 biyishyira mu bikorwa mu gufasha abakiriya muri iki gihe, bigamije kubika neza ingufu zikomoka ku mirasire y'izuba nubwo isoko rihinduka. Uko inganda zigenda zihuzwa, guhuza imikorere n'uburyo bwo kuzikoresha bizagena ubuyobozi mu rwego rw'ingufu zishobora kongera gukoreshwa.
Igihe cyo kohereza: Ugushyingo-28-2025