Amaxabiso e-lithium carbonatebaye bafumana ukunyuka okukhulu, betsiba ngaphezulu kwama-20% ukuya kufikelela kwi-72,900 CNY ngetoni kwinyanga ephelileyo. Oku kunyuka okukhulu kulandela ixesha lozinzo oluhambelanayo ngaphambili kowama-2025 kunye nokuhla okuphawulekayo ngaphantsi kwe-60,000 CNY ngetoni kwiiveki ezimbalwa ezidlulileyo. Abahlalutyi bathi oku kunyuka kwexabiso ngokukhawuleza kubangelwa ikakhulu yimigaqo-nkqubo emitsha karhulumente yezoshishino ejolise ekuhlengahlengiseni amacandelo abalulekileyo afana neesinyithi kunye namandla, kunye nokuphucula iziseko zemfuno kwicandelo lamandla acocekileyo.
1. Yintoni ebangela ukunyuka kwexabiso leLithium
Kubonakala ngathi le nto ibangela ukuba kubekho umgaqo-nkqubo omtsha wezoshishino eTshayina, ogxile kuhlengahlengiso lwesakhiwo kunye nokunciphisa amandla emveliso aphelelwe lixesha kumashishini amakhulu. Olu phawu lomgaqo-nkqubo luvuselele ukwanda okukhulu kwiimarike zeempahla, kubandakanya amalahle, intsimbi, kunye neglasi. Ngokukodwa kwi-lithium carbonate, ukunyuka kwamaxabiso kubonisa indibaniselwano yokunikezelwa okunqongopheleyo, umgaqo-nkqubo ongasemva, kunye nokuqina kwemfuno kancinci kancinci, ngakumbi njengoko ishishini lamandla amatsha lasekhaya lihlangana. Izinto zamazwe ngamazwe nazo zidlala indima, kunye nemfuno ye-EV yaseYurophu ebuya kwaye iimarike zaseMzantsi-mpuma Asia ziqhubeka nokukhula kwazo ngokukhawuleza, zixhasa ukusetyenziswa kwe-lithium.
2. Kutheni iMfuno yoGcino lwaMandla isanda kakhulu
Iukugcinwa kwamandla elangaEli candelo likhula ngendlela engazange ibonwe ngaphambili ngaphakathi nangaphandle. Idatha ibonisa ukuba iinkampani zaseTshayina zifumene ii-odolo zokugcina amandla phesheya ezidlula i-160 GWh kwisiqingatha sokuqala sowama-2025 - ukwanda okumangalisayo kwama-220% unyaka nonyaka. Ngeli xesha linye, ukuthengwa kogcino lwamandla eTshayina kunyuke ngama-243% ukuya kufikelela kwi-46.1GW/186.7GWh. Oku kunyuka okukhulu kwemfuno yeibhetri yokugcina amandla e-lithiumIiseli ziguqula ngokuthe ngqo ukunyuka ziye kwiindleko eziphezulu zezinto eziluhlaza.
3. Oku kuza kuyichaphazela njani imboni yeebhetri?
Iixabiso le-lithiumUkwanda kwenani leemveliso sele kusasazeka kakhulu. Abadibanisi beenkqubo eziphambili baxela ukuba bafumana izaziso zokunyuka kwamaxabiso ezivelaiseli yebhetri yokugcina amandlaabavelisi, kunye nokunyuka okuqikelelwa kwi-10% nangaphezulu. Ukufumaneka kweeseli zebhetri kuyaqina kakhulu, kunye neemveliso zenqanaba lesibini ezijongene nokunqongophala okunokwenzeka. Ngelixa oku kubonisa ukunyuka kwamaxabiso eebhetri kwixesha elifutshane, iingcali zoshishino zikubona njengokulungiswa kwemarike okuyimfuneko ngexesha lokutshintsha kwecandelo ukusuka ekwandiseni umthamo omsulwa ukuya ekukhuleni okuqhutywa yixabiso. Okubalulekileyo kukuba, oku akulindelekanga ukuba kufane nokunyuka kwamaxabiso okugqithisileyo okubonwe ngo-2022. Ngaphezu koko, olu phuhliso lubonelela ngethuba elibalulekileyo nelibanzi leetekhnoloji ezizezinye ezifana neebhetri ze-sodium-ion ukuze zifumane ukutsalwa kwimarike.
Olu tshintsho lwe-lithium carbonate lugxininisa ukuguquguquka okuqhubekayo kwiimarike zezixhobo zebhetri, eziqhutywa kukutshintsha kwemigaqo-nkqubo kunye nokunyuka kwemfuno yehlabathi yezisombululo zombane kunye nokugcinwa kwamandla. Nangona uxinzelelo lweendleko olufutshane luyinyani, eli shishini libona oku njengenxalenye yesigaba sokuvuthwa esiyimfuneko.
Ixesha leposi: Julayi-29-2025