Imakethe ye-lithium carbonate ibone ukunyuka okukhulu kwentengo, okungaphezu kuka-100,000 RMB/ton ngoNovemba 2025, okukhuphuke ngaphezu kuka-70% kusukela ngoJuni ophansi. Lokhu kuthambekela okukhuphukayo, okuqhutshwa yigebe lokuhlinzekwa kwezidingo, kukhulisa ngqo izindleko zezinto zokusetshenziswa zamabhethri. Kwabahlanganisi besistimu yokugcina amandla ebhethri (BESS) kanyeabakhiqizi bamabhethri elanga, lokhu kubonisa isikhathi sokucindezeleka okukhulu kwezindleko kanye nokuguquguquka kochungechunge lokuhlinzekwa kwempahla, okudinga ukuhlela amasu okukhula okusimeme. Ukuqonda lezi zinguquko zemakethe kubalulekile ekuqondeni isimo esishintshayo sokukhiqizwa kwamabhethri e-LiFePO4 kanye nezixazululo zamandla avuselelekayo.
Ukuhlaziya Ukuguqulwa Kwentengo ye-Lithium Carbonate
Idatha yembula ushintsho olusheshayo emakethe. Ngemva kokwehla kwaba ngaphansi kuka-60,000 RMB/ton ngoJuni 2025, amanani entengo ye-lithium carbonate esezingeni lebhethri aphinde akhuphuka kakhulu.Ngasekupheleni kukaNovemba, intengo ejwayelekile yafika ku-92,150 RMB/ton, kanti ikusasa ladlula umkhawulo we-100,000 RMB/ton. Izinto ezibalulekile ezibangela lokhu kuhlanganisa ukuphuma kokukhiqizwa kwe-lithium mica ebiza kakhulu kanye nokukhishwa kwesidingo esiqinile.
Umkhakha wezimoto ezintsha zamandla (i-NEV), okhuthazwe yizikhuthazo zentela yokuthenga zango-2026, washeshisa ukukhiqizwa, kuyilapho imakethe yokugcina amandla yomhlaba wonke ikhula ngamandla.
Umkhuba Wentengo Ye-Lithium Carbonate ngo-2025
Imibiko yemboni iqinisekisa ukuthuthukiswa kwemali engenayo yekota yesithathu ka-2025ibhethri le-lithiumizinkampani, eziqhutshwa yisidingo esinamandla esivela emikhakheni ye-ESS kanye ne-EV, ziqokomisa ubudlelwano obuqondile phakathi kwezindleko zezinto zokwakha kanye nentengo yebhethri.
Isidingo Sokugcinwa Kwamandla Esiqhutshwa Yinqubomgomo
Ukwanda kwesitoreji samandla kusebenza njengenjini yesidingo esiyinhloko. EShayina, inqubomgomo kazwelonke "Inombolo 136 [2025] yeKhomishini Yentuthuko Nokuguqulwa Kazwelonke"kubangele ukushesha kokufakwa, okwafaka isandla ku-32.49GW/87.35GWh yamandla okugcina amandla amasha angeziwe ngoJanuwari-Septhemba 2025, ukwanda okungu-50.95% unyaka nonyaka.
Emhlabeni jikelele, izici ezifana nefasitela lentela lase-US, uxhaso lwezindawo zokugcina izimpahla e-Australia, kanye nokungazinzi kwegridi yaseYurophu kwandise ama-oda. Lokhu kwanda kwaholela ekuhlinzekweni kwamaseli amancane, lapho abakhiqizi abakhulu njenge-EVE Lithium kanye ne-Haichen Energy Storage besebenza ngokugcwele. Kwamabhizinisi atshala imali ku-izinhlelo zebhethri lelanganomaI-LiFePO4 ESS, lezi zinqubomgomo zigcizelela ukubaluleka kokuqinisekisa izintambo zokuphakelwa kwamabhethri ezithembekile ukuze kuncishiswe ukubambezeleka kwephrojekthi kanye nokweqiwa kwezindleko.
Ukudluliselwa Kwezindleko kanye Nesiqondiso Somsebenzisi
Ukwenyuka kwezindleko ze-lithium carbonate kubangele umphumela we-domino, kwaphakamisa amanani amaseli. Idatha ikhombisa ukuthi amaseli angu-314Ah LiFePO4 manje alinganiselwa ku-0.306 RMB/Wh, okuwukukhuphuka cishe ngo-20% ezinyangeni ezimbili. Ukuze kuphathwe lokhu, izinkampani ezithatha isinyathelo zibeka ama-oda amakhulu ebhethri ukuze zivale izindleko futhi zihambisane nezinsuku zokugcina zenqubomgomo. Kubasebenzisi bokugcina kanye nabafaki, lo mkhuba ugcizelela isidingo sokusebenzisana nabakhiqizi bamabhethri elanga e-LiFePO4 abazinzile abafanaI-YouthPOWER, enikeza ikhwalithi kanye nokuhlinzekwa okuqhubekayo. Ukuhlola izindleko eziphelele zobunikazi, kunokuba kube yintengo eqondile nje, kuba yinto ebalulekile. Amabhizinisi kufanele acabangele amasu okuthenga isikhathi eside futhi ahlole izixazululo zokugcina amandla ezisebenza kahle kakhulu ukuze anciphise ukuguquguquka kwezindleko zokufaka.
Umbono Wesikhathi Esizayo kanye Nokuzivumelanisa Nezimo Kwemboni
Ochwepheshe babikezela amandla entengo ye-li carbonate aqhubekayo esikhathini esifushane, ngeziqongo ezingaba ngu-150,000-200,000 RMB/ton uma ukukhula kwesidingo kudlula u-30%. Kodwa-ke, ukwanda kokuhlinzekwa ngo-2026 kunganciphisa ukungezwani, kushintshe imakethe yomhlaba wonke ye-lithium ibe yibhalansi eqinile. Lesi sikhathi sizovivinya ukuqina kwezinkampani zokugcina amandla, sithande lezo ezinezintambo zokuhlinzeka eziqinile kanye namakhono okusungula izinto ezintsha.I-YouthPOWERUkugxila kobuchwepheshe be-LiFePO4 obuthuthukisiwe kubeka ukusekela amaklayenti phakathi nalolu shintsho, kuqinisekisa ukugcinwa kwamandla elanga okuthembekile naphezu kokushintsha kwemakethe. Njengoba imboni ihlangana, ukuzivumelanisa nezimo kanye nokuthola amasu kuzochaza ubuholi emkhakheni wamandla avuselelekayo.
Isikhathi sokuthunyelwe: Novemba-28-2025