Lithium carbonate mitengovakawana kuvhiyiwa kwakakosha, kusvetuka pamusoro pe20% kusvika 72,900 CNY patani mumwedzi wapfuura. Kuwedzera kwakasimba uku kunotevera nguva yekugadzikana kwekutanga muna 2025 uye kunyura kwakakosha pazasi zviuru makumi matanhatu CNY patani mavhiki mashoma apfuura. Vanoongorora vanoti kukurumidza kwemutengo uku kudzokororwa zvakanyanya kumitemo mitsva yehurumende yeindasitiri ine chinangwa chekugadzirisa zvikamu zvakakosha sesimbi nemagetsi, pamwe nekuvandudza zvinodikanwa mukati mechikamu chemagetsi chakachena.
1. Chii chiri Kutyaira Lithium Mutengo Spike
Iyo inokonzeresa inoita senge yeChina nzira nyowani yemaindasitiri, yakatarisana nekugadzirisa zvimiro uye kudzikisira kugadzirwa kwechinyakare mumaindasitiri makuru. Ichi chiratidzo chegwaro chakabatidza rally yakakura mumisika yezvigadzirwa, kusanganisira marasha, simbi, uye girazi. Kune lithium carbonate zvakananga, kusvetuka kwemutengo kunoratidza musanganiswa wekumanikidzwa kwekupa, magadzirirwo emitemo, uye zvishoma nezvishoma kusimbisa kudiwa, kunyanya sezvo indasitiri yesimba nyowani inobatanidzwa. Zvinhu zvepasi rose zvinoitawo basa, neEuropean EV inoda kupora uye misika yeSoutheast Asia inoenderera mberi nekuwedzera kwayo nekukurumidza, ichitsigira kushandiswa kwelithium.
2. Sei Energy Storage Demand iri Kuputika
Thekuchengetedza simba rezuvachikamu chiri kukura zvisina mukare akamboona munyika uye kunze kwenyika. Dhata inoratidza kuti makambani ekuChina akachengetedza mhiri kwemakungwa magetsi ekuchengetedza simba anodarika 160 GWh muhafu yekutanga ya2025 - inokatyamadza 220% gore-pa-gore kuwedzera. Munguva imwecheteyo, kutenga kweChina simba rekuchengetedza simba kwakawedzera ne243% kusvika pa46.1GW/186.7GWh. Uku kuwedzera kukuru kwekudiwa kwelithium simba rekuchengetedza bhatirimaseru ari kushandura zvakananga kumusoro kumusoro kune yakakwira mbichana mutengo.
3. Izvi Zvichakanganisa Sei Iyo Battery Indasitiri?
Thelithium mutengosurge iri kutoita kuputika nepakati pekutengesa. Makuru sisitimu vanobatanidza vanoshuma kugamuchira zviziviso zvekukwira kwemitengo kubvasimba rekuchengetedza bhatiri serovagadziri, nekuwedzera kunofungidzirwa pa10% kana kupfuura. Kuwanikwa kwebhatiri masero kuri kusimba zvakanyanya, kunyangwe mabhureki echipiri akatarisana nekushomeka. Nepo izvi zvichiratidza kukwira kwemitengo yemabhatiri munguva pfupi iri kutevera, nyanzvi dzeindasitiri dzinozviona sekugadziriswa kwemusika panguva yekuchinja kwechikamu kubva pakuwedzera vhoriyamu yakananga kukukura kunotungamirwa. Zvine hutsinye, izvi hazvitarisirwe kuratidza kukwirisa kwemitengo kwakaonekwa muna 2022. Uyezve, budiriro iyi inopa yakakosha, yakawedzerwa mukana weimwe tekinoroji yakaita sesodium-ion mabhatiri kuwana musika.
Iyi lithium carbonate rally inosimbisa kusagadzikana kuri kuitika mumisika yezvigadzirwa zvemabhatiri, inotungamirwa nekuchinja kwemitemo uye kuwedzera kudiwa kwepasirese kwekuiswa kwemagetsi nekuchengetedza simba. Nepo kudzvinyirirwa kwemitengo yepedyo-nguva kuri kwechokwadi, indasitiri inoona ichi sechikamu chechikamu chinodiwa chekukura.
Nguva yekutumira: Jul-29-2025