Izintengo ze-lithium carbonatebaye babhekana nokuhlinzwa okuphawulekayo, beqa ngaphezulu kwama-20% ukuze bafinyelele ku-72,900 CNY ngethani ngenyanga edlule. Lokhu kunyuka okubukhali kulandela isikhathi sokuzinza okuhlobene ekuqaleni kuka-2025 kanye nokucwiliswa okuphawulekayo okungaphansi kuka-60,000 CNY ngethani emasontweni ambalwa edlule. Abahlaziyi bathi lokhu kukhuphuka kwentengo okusheshayo kuhlobene ngokuyinhloko nezinqubomgomo ezintsha zikahulumeni zezimboni ezihloselwe ukuhlela kabusha imikhakha ebalulekile njengezensimbi namandla, kanye nokuthuthukisa okuyisisekelo kwesidingo ngaphakathi komkhakha wamandla ahlanzekile.
1. Yini Eshayela I-Lithium Price Spike
I-catalyst ibonakala iyisiqondiso senqubomgomo yezimboni entsha yase-China, egxile ekulungisweni kwesakhiwo kanye nokunciphisa umthamo wokukhiqiza ophelelwe yisikhathi kuzo zonke izimboni ezinkulu. Lesi sibonakaliso senqubomgomo sivuse umbuthano obanzi ezimakethe zezimpahla, okuhlanganisa amalahle, insimbi, nezingilazi. Ku-lithium carbonate ngokuqondile, ukweqa kwentengo kukhombisa inhlanganisela yokuhlinzekwa okuvinjezelwe, ama-tailwinds enqubomgomo, kanye nokuqinisa kancane isidingo, ikakhulukazi njengoba imboni yamandla entsha yasekhaya iqina. Izici zamazwe ngamazwe nazo zidlala indima, ngesidingo sokusimama kwe-EV yase-Europe kanye nezimakethe zaseNingizimu-mpumalanga ye-Asia ziqhubeka nokwanda kwazo ngokushesha, zisekela ukusetshenziswa kwe-lithium.
2. Kungani Isidingo Sokugcinwa Kwamandla Siqhuma
Iisitoreji samandla elangaumkhakha ukhula ngendlela engakaze ibonwe kuleli nakwamanye amazwe. Idatha ibonisa ukuthi izinkampani zaseShayina zithole ama-oda okugcina amandla aphesheya kwezilwandle angaphezu kuka-160 GWh engxenyeni yokuqala ka-2025 - ukwanda okumangazayo okungu-220% unyaka nonyaka. Ngesikhathi esifanayo, ukuthengwa kwamandla e-China kukhuphuke ngo-243% kwaze kwafinyelela ku-46.1GW/186.7GWh. Lokhu kukhula okubalulekile kwesidingoibhethri ye-lithium yokugcina amandlaamaseli ahumusha ngokuqondile umfula abe yizindleko zempahla eluhlaza.
3. Lokhu Kuzoyithinta Kanjani Imboni Yebhethri?
Iintengo ye-lithiumi-surge isivele igeleza phakathi kwe-supply chain. Abahlanganisi bohlelo abakhulu babika ukuthi bathola izaziso zokukhuphuka kwentengo kusukaiseli yebhethri yokugcina amandlaabakhiqizi, ngokwenyuka okulinganiselwa ku-10% noma ngaphezulu. Ukutholakala kwamaseli ebhethri kuqina kakhulu, ngisho namabhrendi esigaba sesibili abhekene nokushoda okungaba khona. Nakuba lokhu kukhombisa ukwenyuka kwezindleko zamabhethri esikhathini esiseduze, ochwepheshe bemboni bakubheka njengokudingeka kokulungiswa kwemakethe ngesikhathi lo mkhakha ushintsha usuka ekwandiseni umthamo wangempela uye ekukhuleni okuqhutshwa yinani. Okubi kakhulu, lokhu akulindelekile ukuthi kufane nezinga eliphezulu lentengo elibonwe ngo-2022. Ngaphezu kwalokho, lokhu kuthuthukiswa kunikeza ithuba elibalulekile, elinwetshiwe lobunye ubuchwepheshe obufana namabhethri e-sodium-ion ukuze athole amandla emakethe.
Lo mhlangano we-lithium carbonate ugcizelela ukuntengantenga okuqhubekayo ezimakethe zezinto zebhethri, okuqhutshwa ukushintsha kwenqubomgomo kanye nesidingo esikhulayo somhlaba wonke sokufakwa kukagesi nezixazululo zokugcina amandla. Nakuba izingcindezi zezindleko zesikhathi esiseduze zingokoqobo, imboni ibheka lokhu njengengxenye yesigaba sokuvuthwa esidingekayo.
Isikhathi sokuthumela: Jul-29-2025