Amanani e-lithium carbonatebaye babhekana nokwanda okukhulu, beqa ngaphezu kuka-20% bafinyelela ku-72,900 CNY ngethani ngenyanga edlule. Lokhu kukhula okukhulu kulandela isikhathi sokuzinza okulinganiselwe ekuqaleni kuka-2025 kanye nokwehla okuphawulekayo ngaphansi kuka-60,000 CNY ngethani emasontweni ambalwa edlule. Abahlaziyi bathi lokhu kubuyela emuva kwentengo okusheshayo kubangelwa kakhulu yizinqubomgomo ezintsha zezimboni zikahulumeni ezihlose ukwakha kabusha imikhakha ebalulekile njengezinsimbi namandla, kanye nokuthuthukisa izisekelo zesidingo emkhakheni wamandla ahlanzekile.
1. Yini Ebangela Ukwanda Kwentengo Ye-Lithium
Kubonakala sengathi imbangela yenqubomgomo entsha yezimboni yaseShayina, igxile ekulungisweni kwesakhiwo kanye nokunciphisa amandla okukhiqiza asephelelwe yisikhathi kuzo zonke izimboni ezinkulu. Lesi siginali yenqubomgomo sabangela ukwanda okukhulu ezimakethe zezimpahla, okuhlanganisa amalahle, insimbi, kanye nengilazi. Ngokuqondene ne-lithium carbonate, ukwenyuka kwentengo kubonisa inhlanganisela yokuhlinzekwa okulinganiselwe, izivunguvungu zenqubomgomo, kanye nokuqina kancane kancane kwesidingo, ikakhulukazi njengoba imboni yamandla amasha yasekhaya ihlangana. Izici zomhlaba wonke nazo zidlala indima, lapho isidingo se-EV saseYurophu silulama kanye nezimakethe zaseNingizimu-mpumalanga ye-Asia ziqhubeka nokukhula kwazo okusheshayo, okusekela ukusetshenziswa kwe-lithium.
2. Kungani Isidingo Sokugcina Amandla Sikhula Kakhulu
Iisitoreji samandla elangaLo mkhakha ubhekene nokukhula okungakaze kubonwe ngaphambili ngaphakathi nangaphandle. Idatha ikhombisa ukuthi izinkampani zaseShayina zithole ama-oda okugcina amandla aphesheya adlula i-160 GWh engxenyeni yokuqala ka-2025 - ukwanda okukhulu okungu-220% unyaka nonyaka. Phakathi naleso sikhathi esifanayo, ukuthengwa kwesitoreji samandla saseShayina kukhuphuke ngo-243% kwafinyelela ku-46.1GW/186.7GWh. Lokhu kwanda okukhulu kwesidingo se-ibhethri lokugcina amandla e-lithiumAmaseli ahumusha ngqo phezulu abe yizindleko eziphezulu zezinto zokusetshenziswa.
3. Lokhu Kuzoba Namuphi Umthelela Embonini Yebhethri?
Iintengo ye-lithiumukwanda sekuvele kuphazamise uchungechunge lokuhlinzeka. Abahlanganisi bezinhlelo ezinkulu babika ukuthi bathola izaziso zokwenyuka kwentengo ezivelaiseli yebhethri yokugcina amandlaabakhiqizi, ngokwenyuka okulinganiselwa ku-10% noma ngaphezulu. Ukutholakala kwamaseli ebhethri kuyaqina kakhulu, ngisho nemikhiqizo yesigaba sesibili ibhekene nokuntuleka okungenzeka. Nakuba lokhu kubonisa ukunyuka kwezindleko zamabhethri esikhathini esiseduze, ochwepheshe bemboni bakubheka njengokulungiswa kwemakethe okudingekayo ngesikhathi sokushintsha komkhakha kusuka ekwandiseni umthamo omsulwa kuya ekukhuleni okuqhutshwa yinani. Okubaluleke kakhulu, lokhu akulindelekile ukuthi kufane nokwenyuka okukhulu kwentengo okubonwe ngo-2022. Ngaphezu kwalokho, lokhu kuthuthukiswa kunikeza ithuba elibalulekile nelinwetshiwe lobuchwepheshe obuhlukile njengamabhethri e-sodium-ion ukuze kutholakale ukuthandwa emakethe.
Lokhu kuhlangana kwe-lithium carbonate kugcizelela ukuguquguquka okuqhubekayo ezimakethe zezinto zebhethri, okubangelwa ukushintsha kwenqubomgomo kanye nesidingo esikhulu somhlaba wonke sezixazululo zokufaka ugesi kanye nokugcina amandla. Nakuba izingcindezi zezindleko zesikhathi esifushane zingokoqobo, imboni ibheka lokhu njengengxenye yesigaba sokuvuthwa esidingekayo.
Isikhathi sokuthunyelwe: Julayi-29-2025