Musika we lithium carbonate wakaona kukwira kukuru kwemitengo, ichipfuura 100,000 RMB/tani muna Mbudzi 2025, kukwira kweanopfuura 70% kubva pakaderera kwaChikumi. Kukwira uku, kunokonzerwa nekusadiwa kwemagetsi, kunowedzera zvakananga mitengo yezvinhu zvekushandisa pamabhatiri. Kune vanobatanidza masisitimu ekuchengetedza simba remabhatiri (BESS) uyevagadziri vemabhatiri ezuva, izvi zvinoratidza nguva yekumanikidzwa kwakanyanya kwemitengo uye kusagadzikana kwecheni yekugovera, zvichikonzera kuronga kwakarongeka kwekukura kwakasimba. Kunzwisisa mashandiro emusika uyu kwakakosha pakufamba nemamiriro ekuchinja kwekugadzirwa kwemabhatiri eLiFePO4 uye mhinduro dzesimba rinogona kuvandudzwa.
Kuongorora Kuchinja Kwemutengo weLithium Carbonate
Data rinoratidza kuchinja kwemusika nekukurumidza. Mushure mekudzikira kusvika pasi pe60,000 RMB/tani muna Chikumi 2025, mitengo ye lithium carbonate yemhando yebhatiri yakawedzera zvakanyanya.Pakupera kwaMbudzi, avhareji yemutengo yakasvika 92,150 RMB/tani, neremangwana richipfuura 100,000 RMB/tani. Zvinhu zvikuru zvinosanganisira kubuda kwemutengo wepamusoro wekugadzirwa kwe lithium mica uye kuburitswa kwezvinodiwa zvakanyanya.
Chikamu chemotokari itsva yemagetsi (NEV), chakakurudzirwa nekukurudzira mitero yekutenga muna 2026, chakakurumidza kugadzirwa, ukuwo musika wepasi rose wekuchengetera simba wakawedzera.
Mutengo weLithium Carbonate muna 2025
Mishumo yeindasitiri inosimbisa kuvandudzwa kwemari inowanikwa mukota yechitatu ya2025bhatiri re lithiamumakambani, achikurudzirwa nekudiwa kwakasimba kubva kumakambani eESS neEV, zvichiratidza hukama hwakananga pakati pemitengo yezvinhu nemitengo yemabhatiri.
Kudiwa Kwekuchengetwa Kwesimba Rinotungamirwa Nemutemo
Kuwedzera kwesimba rekuchengetedza simba kunoshanda seinjini huru yekuda. MuChina, mutemo wenyika "Nhamba 136 [2025] yeNational Development and Reform Commission"Zvakakonzera kukurumidza kuiswa kwemagetsi, zvichikonzera 32.49GW/87.35GWh yesimba idzva rekuchengetera magetsi rakawedzerwa muna Ndira-Gunyana 2025, kuwedzera kwe50.95% gore negore."
Pasi rose, zvinhu zvakaita seUS tariff window, rubatsiro rwemari yekuchengetera dzimba muAustralia, uye kusagadzikana kwegrid muEurope zvakawedzera maodha. Kuwedzera uku kwakaita kuti pave nekushaikwa kwemagetsi, vagadziri vakuru vakaita seEVE Lithium neHaichen Energy Storage vachishanda zvizere. Kune mabhizinesi anoisa mari mumasisitimu emabhatiri ezuvakanaLiFePO4 ESS, mitemo iyi inosimbisa kukosha kwekuchengetedza nzira dzekuchengetedza mabhatiri dzakavimbika kuderedza kunonoka kwemapurojekiti uye kuwanda kwemari.
Kutumira Mutengo uye Kutungamirirwa Nevashandisi
Kukwira kwemitengo ye lithium carbonate kwakonzera domino effect, zvichiwedzera mitengo yemasero. Data rinoratidza kuti 314Ah LiFePO4 cells ikozvino iri paavhareji ye0.306 RMB/Wh, kuwedzera kwe20% mumwedzi miviri. Kuti izvi zviitike, makambani ari kushanda nesimba ari kuisa maodha makuru emabhatiri kuti avhare mitengo uye aenderane nenguva yakatarwa. Kune vashandisi vekupedzisira nevanogadzira, maitiro aya anosimbisa kudiwa kwekubatana nevagadziri vemabhatiri ezuva eLiFePO4 vakagadzikana vakaita seSimba reVechidiki, izvo zvinopa mhando uye kuwanikwa kwakafanana. Kuongorora mutengo wese wekuva muridzi, pane kungova mutengo wekutanga, kunova kwakakosha. Mabhizinesi anofanirwa kufunga nezvenzira dzekutenga kwenguva refu uye kutsvaga mhinduro dzekuchengetedza simba dzinoshanda zvakanyanya kuti adzivise kushanduka kwemitengo yezvinhu zvinopinda.
Maonero Eramangwana uye Kugadziriswa Kwemaindasitiri
Nyanzvi dzinofanotaura kuti mitengo ye li carbonate icharamba yakasimba munguva pfupi, nekuwedzera kwemitengo ye li carbonate kunogona kuva pakati pe150,000-200,000 RMB/tani kana kukura kwezvinodiwa kukadarika 30%. Zvisinei, kuwedzera kwezviwanikwa panosvika 2026 kunogona kuderedza kusawirirana, zvichichinja musika wepasi rose we lithium kuenda kuhuwandu hwakanyanya. Nguva iyi ichaedza makambani ekuchengetedza simba, zvichibatsira ayo ane cheni dzakasimba dzezviwanikwa uye hunyanzvi hwekugadzira zvinhu zvitsva.Simba reVechidikiKutarisa tekinoroji yepamusoro yeLiFePO4 kunoita kuti itsigire vatengi panguva yekuchinja uku, ichivimbisa kuchengetwa kwesimba rezuva kwakavimbika pasinei nekuchinja kwemusika. Sezvo indasitiri ichibatanidzwa, kuchinjika uye kuwana mazano kuchatsanangura hutungamiriri muchikamu chesimba rinogona kuvandudzwa.
Nguva yekutumira: Mbudzi-28-2025