Imarike ye-lithium carbonate ibone ukunyuka okukhulu kwamaxabiso, okudlule kwi-100,000 RMB/ton ngoNovemba ka-2025, ukunyuka okungaphezulu kwama-70% ukusukela oko kwakunjalo ngoJuni. Olu hlobo lokunyuka, oluqhutywa ngumsantsa wemfuno yobonelelo, lunyusa ngokuthe ngqo iindleko zezinto eziluhlaza kwiibhetri. Kwabadibanisi beenkqubo zokugcina amandla ebhetri (BESS) kunyeabavelisi bebhetri yelanga, oku kubonisa ixesha loxinzelelo oluphezulu lweendleko kunye nokuguquguquka kwekhonkco lobonelelo, nto leyo ebangela ukuba kucetywe ngobuchule ukuze kukhule ngokuzinzileyo. Ukuqonda ezi nguqu zemarike kubalulekile ekujongeni imeko-bume eguqukayo yokuveliswa kweebhetri zeLiFePO4 kunye nezisombululo zamandla avuselelekayo.
Ukuhlalutya ukuguquka kwexabiso leLithium Carbonate
Idatha ityhila utshintsho olukhawulezileyo kwimarike. Emva kokwehla ukuya ngaphantsi kwe-60,000 RMB/ton ngoJuni 2025, amaxabiso e-lithium carbonate anyuke kakhulu.Ngasekupheleni kukaNovemba, ixabiso eliqhelekileyo lifikelele kwi-92,150 RMB/ton, apho ikamva lidlula umda we-100,000 RMB/ton. Izinto eziphambili ezibangela oku ziquka ukuphuma kwemveliso ye-lithium mica ebiza kakhulu kunye nokukhululwa kwemfuno egxininisiweyo.
Icandelo lezithuthi zamandla ezintsha (i-NEV), elikhuthazwe zizikhuthazo zerhafu yokuthenga ngo-2026, likhawulezise imveliso, ngelixa imakethi yokugcina amandla yehlabathi ikhula ngamandla.
Ixabiso leLithium Carbonate Trend ngo-2025
Iingxelo zoshishino ziqinisekisa ukuphuculwa kwengeniso yekota yesi-3 ka-2025ibhetri ye-lithiumiinkampani, ezikhuthazwa yimfuno enamandla evela kumacandelo e-ESS kunye ne-EV, zigxininisa ulwalamano oluthe ngqo phakathi kweendleko zezinto kunye namaxabiso ebhetri.
Imfuno Yokugcinwa Kwamandla Eqhutywa Yimigaqo-nkqubo
Ukwanda kokugcinwa kwamandla kusebenza njengenjini yemfuno ephambili. E-China, umgaqo-nkqubo wesizwe "Inombolo 136 [2025] yeKhomishini yoPhuhliso noHlaziyo lweSizwe"Kubangele ukungxama kokufakelwa, nto leyo enegalelo kwi-32.49GW/87.35GWh yamandla okugcina amandla amatsha ongezelelweyo ngoJanuwari-Septemba 2025, ukunyuka kwama-50.95% unyaka nonyaka."
Kwihlabathi liphela, izinto ezifana ne-US tariff window, inkxaso-mali yokugcina izinto e-Australia, kunye nokungazinzi kwegridi yaseYurophu kwandisa ii-odolo. Oku kwanda kwakhokelela ekunikezelweni kweeseli ezixineneyo, apho abavelisi abakhulu abanjengo-EVE Lithium kunye no-Haichen Energy Storage besebenza ngokupheleleyo. Kumashishini atyala imali kwiiinkqubo zebhetri yelangaokanyeI-LiFePO4 ESS, le migaqo-nkqubo igxininisa ukubaluleka kokuqinisekisa uthotho lokubonelela ngeebhetri oluthembekileyo ukunciphisa ukulibaziseka kweprojekthi kunye nokugqithiswa kweendleko.
Ukuhanjiswa kweendleko kunye nesikhokelo somsebenzisi
Ukunyuka kweendleko ze-lithium carbonate kuye kwabangela impembelelo ye-domino, okunyusa amaxabiso eeseli. Idatha ibonisa ukuba iiseli ze-314Ah LiFePO4 ngoku ziphakathi kwe-0.306 RMB/Wh, ukunyuka okuphantse kube yi-20% kwiinyanga ezimbini. Ukulawula oku, iinkampani ezithatha amanyathelo zibeka ii-odolo ezinkulu zebhetri ukuze zivale iindleko kwaye zihambelane nemihla yokugqibela yomgaqo-nkqubo. Kubasebenzisi bokugqibela kunye nabafaki, le ndlela igxininisa imfuneko yokusebenzisana nabavelisi bebhetri yelanga yeLiFePO4 abazinzileyo abafanaAMANDLA OLUTSHA, ezibonelela ngomgangatho kunye nobonelelo oluhambelanayo. Ukuvavanya iindleko zizonke zobunini, endaweni yexabiso elivela kwangaphambili, kuba yinto ebalulekileyo. Amashishini kufuneka acinge ngamaqhinga okuthenga ixesha elide kwaye ahlole izisombululo zokugcina amandla ezisebenza kakuhle ukuze anciphise ukuguquguquka kweendleko zokufaka.
Imbono yeXesha elizayo kunye nohlengahlengiso lweShishini
Iingcali ziqikelela ukuba amaxabiso e-li carbonate ahlala ixesha elide, kunye neencopho ezinokubakho ze-150,000-200,000 RMB/ton ukuba ukukhula kwemfuno kudlula i-30%. Nangona kunjalo, ukwanda kobonelelo ngo-2026 kunokunciphisa uxinzelelo, kutshintshe imarike ye-lithium yehlabathi ibe yibhalansi eqinileyo. Eli xesha liza kuvavanya ukuqina kweenkampani zokugcina amandla, zikhethe ezo zinemixokelelwane yobonelelo enamandla kunye nobuchule bokuvelisa izinto ezintsha.AMANDLA OLUTSHAUkugxila kwitekhnoloji yeLiFePO4 ephucukileyo kuyibeka kwindawo yokuxhasa abathengi kulo lonke olu tshintsho, ukuqinisekisa ukugcinwa kwamandla elanga okuthembekileyo nangona utshintsho lwemarike lutshintsha. Njengoko eli shishini liqiniswa, ukulungelelaniswa kunye nokufunyanwa kwezicwangciso kuya kuchaza ubunkokeli kwicandelo lamandla avuselelekayo.
Ixesha leposi: Novemba-28-2025