Isimo sokuthuthuka kwamabhethri e-lithium eChina

Ngemuva kwamashumi eminyaka yentuthuko kanye nokwenziwa okusha, isilevu< ibhethri le-lithiumImboni yenze ukuphumelela okukhulu ngobuningi kanye nekhwalithi. Ngo-2021,-SiShayina ibhethri le-lithiumokuphumayoFinyelela i-229gW, futhi izofika ngo-610gw ngo-2025, ngesilinganiso sokukhula sonyaka esingama-25%.​​

Ngokuhlaziywa kwemakethe eminyakeni yamuva, izici eziphambili zimi ngalendlela elandelayo:

(1) Isikali semakethe saqhubeka nokukhula. Kusukela ngo-2015 kuya ku-2020, isilinganiso semakethe yebhethri yebhethri yaseChina ye-Lithium-Ion saqhubeka sikhula, sisuka ku-98,5 billion yuan kuya ku-198 billion yuan, kwathi siyizinkulungwane ezingama-312.6 yuan ngo-2021.​​

(2) I-akhawunti yamabhethri e-Akhawunti yengxenye enkulu futhi ikhule ngokushesha. Ukukhula okusheshayo kwezimoto ezintsha ze-Energy kuqhubekele ekukhuleni okuqhubekayo kwamabhethri anamandla. Ngo-2021, umphumela wokusebenzisa ukusetshenziswa, amabhethri e-Power and Energy Storage Lithium azoba ngu-72GHWH, 220GWH ne-32GHWH, ngo-166% unyaka ngokulandelana, accounting ngo-67.9% kanye no-9.88% ngokulandelana. Ukukhula okusheshayo. Phakathi kwamabhethri anamandla, ama-lithium iron phosphate amabhethri asebenza ngengxenye ephezulu. Ngo-2021, okuphelele kokukhishwa kwamabhethri we-lithium iron phosphate kungu-125.4GWH, kubalwa ama-57.1% okukhishwa okuphelele, ngokukhuphuka okuqongekile ngo-262.9% unyaka nonyaka.

(3) Ibhethri lesikwele kancane kancane lihlala endaweni evelele. Ibhethri le-PriSmatic liyabiza kakhulu, futhi manje selihlale elisemakethe yemakethe yaseChina. Ngo-2021, isabelo semakethe sebhethri le-lithiyum ye-prismatic lizoba cishe ama-80.8%. Amangqamuzana ebhethri athambile ane-density ephezulu kakhulu yamandla, kepha ngoba ifilimu yepulasitiki ye-aluminium ilimele kalula, iphakethe lebhethri lidinga ukufezekiswa ngezingqinamba eziningi zokuvikela, okuholela ekuntulekeni kobuningi bamandla obuningi. Cishe 9.5%. Ibhethri eliyindilinga linezindleko eziphansi kakhulu, kepha ukuqina kwamandla kuphansi. Izinkampani ezimbalwa ezikhetha lolu hlobo lwebhethri, ngakho-ke isabelo semakethe singaba ngu-9.7%.​​

(4) Izindleko zezinto zokwakha ezikhuphukayo ziguquguquka kakhulu. Kuthintwe yizici eziningi ezinjengomjikelezo wezimboni, ubhubhane, kanye nokungezwani kwamanye amazwe, izindleko zezinto zokufunda ezikhuphukayo zamabhethri aphezulu azoqhubeka nokwanda ngo-2022.