Amaxabiso eLithium carbonatebaye bafumana utyando olubalulekileyo, ukutsiba ngaphezulu kwe-20% ukufikelela kwi-72,900 CNY ngetoni nganye kwinyanga ephelileyo. Oku kunyuka kubukhali kulandela ixesha lokuzinza kwangaphambili ngo-2025 kunye nediphu ephawulekayo engaphantsi kwe-60,000 CNY ngetoni kwiiveki nje ezidlulileyo. Abahlalutyi bathi oku kubuyela kwexabiso ngokukhawuleza ikakhulu kwimigaqo-nkqubo emitsha yeshishini likarhulumente ejolise ekuhlengahlengiseni amacandelo abalulekileyo njengesinyithi namandla, kunye nokuphucula iimfuno ezisisiseko kwicandelo lamandla acocekileyo.
1. Yintoni eqhuba iLithium Price Spike
I-catalyst ibonakala ingumkhombandlela womgaqo-nkqubo omtsha waseTshayina, ogxile kuhlengahlengiso lwezakhiwo kunye nokunciphisa umthamo wemveliso ophelelwe lixesha kuwo wonke amashishini amakhulu. Lo mqondiso womgaqo-nkqubo uphembe irali ebanzi kwiimarike zemveliso, kubandakanywa amalahle, intsimbi, kunye neglasi. Kwi-lithium carbonate ngokuthe ngqo, ukutsiba kwexabiso kubonisa indibaniselwano yonikezelo olunyanzelweyo, ii-tailwinds zomgaqo-nkqubo, kunye nokomeleza ngokuthe ngcembe imfuno, ngakumbi njengoko ishishini elitsha lamandla lasekhaya lidibanisa. Izinto zamazwe ngamazwe zidlala indima, ngemfuno ye-EV yaseYurophu yokubuyisela kunye neemarike zase-Asia-mpuma eziqhubeka nokwanda kwazo ngokukhawuleza, zisekela ukusetyenziswa kwe-lithium.
2. Kutheni iMfuno yokuGcinwa kwaMandla iqhuma
Iukugcinwa kwamandla elangaicandelo lifumana ukukhula okungazange kubonwe apha kweli nakumazwe ngamazwe. Idatha ibonisa ukuba iinkampani zaseTshayina zikhusele ii-odolo zokugcina amandla phesheya kwezilwandle ezidlula i-160 GWh kwisiqingatha sokuqala se-2025 - ukunyuka okumangalisayo kwe-220% unyaka nonyaka. Ngexesha elifanayo, ukuthengwa kokugcinwa kwamandla e-China kunyuke ngama-243% ukufikelela kwi-46.1GW/186.7GWh. Oku kunyuka okubalulekileyo kwemfuno yeibhetri ye-lithium yokugcina amandlaiiseli ziguqulela ngokuthe ngqo phezulu ukuya kwiindleko eziphezulu zempahla ekrwada.
3. Oku kuya Kuchaphazela Njani Ushishino Lwebhetri?
Iixabiso lithiumi-surge sele ikrazula kwikhonkco lonikezelo. Ingxelo yabadibanisi benkqubo enkulu befumana izaziso zokunyuswa kwexabiso ukusukaiseli yokugcina amandla ebhetriabavelisi, ngokunyuka kuqikelelwa kwi-10% okanye ngaphezulu. Ubukho beeseli zebhetri buyaqina kakhulu, neempawu zenqanaba lesibini zijongene nokunqongophala okunokwenzeka. Ngelixa oku kubonisa ukunyuka kweendleko zeebhetri kwixesha elikufutshane, iingcali zoshishino ziyibona njengolungiso oluyimfuneko lwemarike ngexesha lokutshintsha kwecandelo ukusuka ekwandiseni umthamo ococekileyo ukuya ekukhuleni okuqhutywa lixabiso. Ngokungxamisekileyo, oku akulindelekanga ukuba kubonise i-spikes yexabiso eligqithisileyo elibonwe ngo-2022. Ngaphaya koko, olu phuhliso lunika ithuba elibalulekileyo, elongeziweyo lobuchwephesha obunye obufana neebhetri zesodium-ion ukufumana ukutsaleka kwimarike.
Le rali ye-lithium carbonate igxininisa ukuguquguquka okuqhubekayo kwiimarike zemathiriyeli yebhetri, eqhutywa lutshintsho lomgaqo-nkqubo kunye nokunyuka kwemfuno yehlabathi yokufakelwa kombane kunye nezisombululo zokugcina amandla. Ngelixa uxinzelelo lweendleko ezikufutshane luyinyani, ishishini lijonga oku njengenxalenye yenqanaba lokuvuthwa eliyimfuneko.
Ixesha lokuposa: Jul-29-2025