Ukusebenza ngamandla kwasekhaya
Kwikota yokuqala ye-2025, Imakethi yebhetri yamandla yaseTshayina ibonise ukomelela okuqinileyo kunye nomfutho wokukhula, kunye nomthamo ofakiweyo kunye nokuthunyelwa kwamanye amazwe kubetha irekhodi ephezulu. Ngokutsho kwezibalo ezivela kwi-China Automotive Power Battery Industry Innovation Alliance, i-cumulative efakwe amandla eebhetri zasekhaya zasekhaya zafikelela kwi-130.2 GWh emangalisayo, ukunyuka konyaka-ngonyaka we-52.8%, ukubeka ukuphakama okutsha ukususela kwikota yokuqala ye-2020. Kwangaxeshanye, ukuthunyelwa kwebhetri yamandla ngaphandle kwenyuka ukuya kwi-37.2years ye-GWh ye-37. Ezi datha zibonisa ukukhula okunamandla kweIsithuthi samandla esitsha saseTshayina ishishini kunyeukwanda kokhuphiswano kwimarike yehlabathi.
Ngombulelo kuthotho lwemigaqo-nkqubo yenkxaso karhulumente, izinga lokungena kwinqwelo yamandla entsha yasekhaya linyuke laya kutsho kuma-51.1%. Amanyathelo afana nokulahlwa kunye nokuhlaziya, endala-ngokutsha, kunye nokukhululwa kwirhafu yokuthenga isithuthi samandla amatsha kuye kwavuselela ngokufanelekileyo imfuno yabathengi. Ingcali yezoShishino uZhang Jinhui uqikelela ukuba ngokunyuka kombane, izinga lokungena kwezithuthi zamandla amatsha kulindeleke ukuba lidlule kwi-55% ngo-2025. Lo mkhwa awubonisi nje ukuzimisela kweChina ukuphuhlisa ngamandla izithuthi zamandla amatsha, kodwa ubonisa nombono weqhinga lelizwe lothutho oluzinzileyo.
Ukutshintsha i-Market Dynamics
Uhlalutyo olunzulu lwemarike yebhetri yamandla lubonisa ukuba ukuhanjiswa kweentlobo zebhetri kutshintshile kakhulu. Iibhetri ze-Lithium iron phosphate (LFP) ziyaqhubeka zilawula, kunye nomthamo ofakelweyo okhulayo ofikelela kwi-105.2 GWh kwikota yokuqala, ibalwa kwi-80.8%, ukunyuka konyaka-ngonyaka we-93.6%, ukunyuka okumangalisayo. Ngokwahlukileyo koko, amandla afakelweyo eebhetri zeternary ayengama-25 GWh, ebalelwa kwi-19.2%, ukwehla konyaka-ngonyaka nge-19%. Ngokhuseleko kunye neenzuzo zeendleko, iibhetri ze-lithium iron phosphate ziye zalawula imarike yasekhaya ukusukela ngoJulayi ka-2021, ebonisa ukhuphiswano oluqinileyo ngokuchasene nokutshintsha kwezinto ezikhethwa ngabathengi.
Ukujonga kwihlabathi jikelele, nangona izinga lokukhula kwemfuno yezithuthi zamandla amatsha liye lehla, ugxininiso ekusebenzeni kweendleko kwenze ukuba ii-automakers zamazwe ngamazwe zithande ngakumbi iibhetri ze-lithium iron phosphate. Abavelisi abakhulu abafana noTesla, Volkswagen, Mercedes-Benz, kunye neBMW bonke baceba ukwandisa isabelo sendibano yeebhetri ze-lithium iron phosphate, ebonisa ukuqaphela kwabo ngokubanzi iteknoloji. Ukongeza, abavelisi bebhetri baphesheya kwezilwandle ezifana ne-LG Energy Solution, i-Samsung SDI, kunye ne-SK On baye baqala ukusebenzisa i-lithium iron phosphate ibhetri yeteknoloji ukuqhubela phambili ukukhuthaza ukuphuhliswa kwayo. Nangona kunjalo, kuyafaneleka ukuba uqaphele ukuba iibhetri ze-ternary zisalawula imarike yamazwe ngamazwe, kunye ne-export accounting ye-60.9%, ukunyuka konyaka-ngonyaka kwe-31.9%, ngelixa ukwanda kweebhetri ze-lithium iron phosphate yi-9.3 kuphela.
UbuNkokheli beNkampani kunye neMpembelelo yeHlabathi
Kumhlaba wokhuphiswano lwemarike yebhetri yamandla yaseTshayina, iCATL kunye neBYD ziyaqhubeka nokugcina indawo yazo ebalaseleyo. I-CATL igcina indawo ehamba phambili kuzo zombini i-lithium iron phosphate kunye nofakelo lwebhetri yamandla e-ternary, kunye nezabelo zemarike ze-38.49% kunye ne-69.46% ngokulandelanayo. I-BYD igxile ikakhulu kubonelelo lwebhetri kwizithuthi zayo ezintsha zamandla, ngelixa ikwandisa unikezelo lwebhetri kubenzi abakhulu abaziwayo. Lo mmandla ukhuphisanayo awukhuthazi kuphela ukusungula izinto ezintsha, kodwa uphucula umgangatho uwonke kunye nenqanaba lobugcisa beebhetri zamandla zaseChina.
Imakethi yebhetri yamandla yaseTshayina iyakhula, kwaye impembelelo yayo iya ngaphaya kwemida yayo. Ukuthunyelwa kweebhetri zamandla kumazwe angaphandle kudale isixa esikhulu sengeniso yotshintshiselwano lwangaphandle, kwakhuthaza uphuhliso lwamashishini anxulumeneyo, kwaye kwanyusa ukukhula koqoqosho. Ukongeza, ukhuphiswano kwimarike yamazwe ngamazwe lubangele ukuba abavelisi beebhetri baseTshayina bandise iinzame zabo zophando kunye nophuhliso, ngaloo ndlela bekhuthaza ukutsha kwetekhnoloji. Ukusetyenziswa ngokubanzi kweebhetri zamandla kukwadlala indima ebalulekileyo ekunciphiseni ukuxhomekeka kumafutha emveli, ukunciphisa ukukhutshwa kwegesi ye-greenhouse, kunye nokukhuthaza uphuhliso lwehlabathi oluzinzileyo lokusingqongileyo.
Ubunkokeli obuqhubekayo be-China kwiibhetri zezithuthi zombane bubonelela ngamathuba entsebenziswano yamazwe ngamazwe kwicandelo elitsha lamandla. Ukuthunyelwa ngaphandle kwebhetri yamandla kukhuthaza utshintshiselwano lwetekhnoloji kunye nokwabelana ngezixhobo, kunye nokunceda ukujongana nemingeni yamandla ehlabathi ngokudibeneyo. Ukongeza, indawo ephambili yaseTshayina kulo mmandla ikhulisa impembelelo yayo kulawulo lwamandla ehlabathi, iyenza ibe ngumdlali ophambili ekubumbeni ikamva lothutho oluzinzileyo.
Ngamafutshane, ukusebenza ngamandla kweshishini elitsha lemoto yaseTshayina kunye nentengiso yebhetri yamandla ayo kubonisa ngokupheleleyo ukuzibophelela kweTshayina kuphuhliso oluzinzileyo. Njengoko ihlabathi lisiya liguqukela kumandla ohlaza, amazwe kufuneka aqonde kwaye axhase inkqubela yaseTshayina kwicandelo lezithuthi zamandla amatsha. Ngokukhuthaza intsebenziswano kunye nokusungula izinto ezintsha, singakwazi ngokudibeneyo ukudala ikamva elizinzileyo neliluhlaza.
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Ixesha lokuposa: May-22-2025