Ngo-2024, ukukhula ngokushesha kwe-lithium iron phosphate emakethe yamazwe ngamazwe kuletha amathuba amasha okukhula ezinkampanini zasekhaya zebhethri ye-lithium, ikakhulukazi eqhutshwa isidingoamabhethri okugcina amandlaeYurophu nase-United States. Ama-oda weamabhethri e-lithium iron phosphateendaweni yokugcina amandla kuye kwanda kakhulu.Ngaphandle kwalokho, umthamo wokuthekelisa wezinto ze-lithium iron phosphate nawo ukhule ngokuphawulekayo unyaka nonyaka.
Ngokusho kwedatha yezibalo, kusukela ngoJanuwari kuya ku-Agasti 2024, ukuthunyelwa kwasekhaya kwamabhethri wamandla we-lithium iron phosphate kufinyelele ku-30.7GWh, okubalelwa ku-38% wesamba esiphelele samabhethri asekhaya athunyelwa ngaphandle. Ngasikhathi sinye, idatha yakamuva evela ku-General Administration of Customs ikhombisa ukuthi umthamo wokuthekelisa waseChina we-lithium iron phosphate ngo-Agasti 2024 wawungamathani angama-262, ukukhuphuka kwenyanga nenyanga ngama-60% kanye nokukhula konyaka ngonyaka kwe-194. %. Kungokokuqala ngqa kusukela ngo-2017 ukuthi umthamo wokuthekelisa udlule amathani angama-200.
Ngokombono wemakethe yokuthekelisa, ukuthunyelwa kwe-lithium iron phosphate sekumboze i-Asia, iYurophu, iNyakatho Melika naseNingizimu Melika nezinye izifunda. Ama-oda we-lithium iron phosphate akhuphuka. Emjikelezweni ophansi wemboni yebhethri ye-lithium, izinkampani zebhethri ezifuywayo zivame ukuthola ama-oda amakhulu ngenxa yezinzuzo zazo emkhakheni we-lithium iron phosphate, okuba amandla abalulekile ekukhuthazeni ukuvuselelwa kwemboni.
NgoSepthemba, isimo semboni sahlala sisihle, ikakhulukazi ngenxa yokukhula kwesidingo sokugcina amandla phesheya kwezilwandle. Isidingo sokugcinwa kwamandla siqhume eYurophu nasezimakethe ezisafufusa, futhi ama-oda amakhulu asayinwa kakhulu engxenyeni yesithathu.
Ezimakethe zaphesheya kwezilwandle, iYurophu ingesinye sezifunda ezinesidingo esinamandla sokuguqulwa kukagesi ngemuva kweChina. Kusukela ngo-2024, isidingo samabhethri e-lithium iron phosphate eYurophu sesiqale ukukhula ngokushesha.
NgoJuni kulo nyaka, i-ACC yamemezela ukuthi izowuyeka umzila webhethri we-ternary wendabuko futhi ishintshele kumabhethri e-lithium iron phosphate abiza kancane. Kusuka ohlelweni lulonke, isidingo sebhethri esiphelele sase-Europe (okuhlanganisaamandla ibhethrikanye nebhethri yokugcina amandla) kulindeleke ukuthi ifinyelele ku-1.5TWh ngo-2030, cishe ingxenye, noma ngaphezulu kuka-750GWh, izosebenzisa amabhethri e-lithium iron phosphate.
Ngokwezilinganiso, ngo-2030, isidingo somhlaba wonke samabhethri kagesi sizodlula i-3,500 GWh, futhi isidingo samabhethri okugcina amandla sizofinyelela ku-1,200 GWh. Emkhakheni wamabhethri wamandla, i-lithium iron phosphate kulindeleke ukuthi ithathe u-45% wesabelo semakethe, nesidingo esidlula i-1,500GWh. Uma kucatshangelwa ukuthi isivele ithatha ama-85% esabelo semakethe endaweni yokugcina amandla, isidingo samabhethri e-lithium iron phosphate sizoqhubeka nokukhula ngokuzayo.
Ngokuya ngesidingo sezinto ezibonakalayo, kulinganiselwa ukuthi isidingo semakethe sezinto zokwakha ze-lithium iron phosphate sizodlula amathani ayizigidi ezi-2 ngo-2025. Kuhlanganiswe namandla, ukugcinwa kwamandla, nezinye izinhlelo zokusebenza ezifana nemikhumbi nezindiza zikagesi, isidingo sonyaka sensimbi ye-lithium. izinto ze-phosphate kulindeleke ukuthi zeqe amathani ayizigidi eziyi-10 ngo-2030.
Ngaphezu kwalokho, kulindeleke ukuthi kusukela ngo-2024 kuya ku-2026, izinga lokukhula kwamabhethri e-lithium iron phosphate phesheya lizoba phezulu kunezinga lokukhula kwesidingo sebhethri lamandla omhlaba ngesikhathi esifanayo.
Isikhathi sokuthumela: Oct-26-2024