Ubume boPhuhliso lweebhetri zeLithium eChina

Emva kwamashumi eminyaka yophuhliso kunye nokutsha, uChinyonke ibhetri ye-lithiumishishini lenze impumelelo enkulu kuzo zombini ubuninzi kunye nomgangatho. Ngo-2021,IsiTshayina ibhetri ye-lithiumimvelisoukufikelela kwi-229GW, kwaye iya kufikelela kwi-610GW kwi-2025, kunye nezinga lokukhula ngonyaka elingaphezulu kwe-25%..

Ngohlalutyo lwemarike kwiminyaka yakutshanje, iimpawu eziphambili zezi zilandelayo:

(1) Umlinganiselo wemarike waqhubeka ukhula. Ukusukela ngo-2015 ukuya ku-2020, isikali semakethi yebhetri ye-lithium-ion yaseTshayina iqhubekile nokukhula, ukusuka kwi-98.5 yeebhiliyoni zeeyuan ukuya kwi-198 yeebhiliyoni zeeyuan, ukuya kwi-312.6 yeebhiliyoni zeeyuan ngo-2021..

(2) Iibhetri zamandla zithatha umlinganiselo omkhulu kwaye zikhula ngokukhawuleza. Ukukhula ngokukhawuleza kwezithuthi zamandla amatsha kuye kwaqhuba ukukhula okuqhubekayo kweebhetri zamandla. Ngo-2021, imveliso yokusetyenziswa, amandla kunye nokugcinwa kwamandla ebhetri ye-lithium iya kuba yi-72GWh, 220GWh kunye ne-32GWh ngokulandelanayo, ukuya kwi-18%, i-165% kunye ne-146% ngonyaka ngokulandelanayo, ibalwa kwi-22.22%, i-67.9% kunye ne-9.88% ngokulandelanayo. . ukukhula ngokukhawuleza. Phakathi kweebhetri zamandla, iibhetri ze-lithium iron phosphate zithatha umlinganiselo ophezulu. Ngo-2021, isiphumo esipheleleyo seebhetri ze-lithium iron phosphate yi-125.4GWh, ibalwa kwi-57.1% yesiphumo esipheleleyo, kunye nokunyuka kwe-262.9% ngonyaka.

(3) Ibhetri yesikwere ngokuthe ngcembe ithatha indawo ephezulu. Ibhetri yeprismatic yeyona ibiza kakhulu, kwaye ngoku ithathe indawo yentengiso yaseTshayina. Ngo-2021, isabelo semarike yebhetri ye-lithium yeprismatic iya kuba malunga ne-80.8%. Iiseli zebhetri ezithambileyo zinezona zixinano ziphezulu zamandla, kodwa ngenxa yokuba ifilimu ye-aluminiyam-yeplastiki yonakaliswa lula, ipakethi yebhetri ifuna ukuxhotyiswa ngamaleko akhuselayo, okukhokelela ekunqongophaleni koxinzelelo lwamandla ngokubanzi. Malunga ne-9.5%. Ibhetri engqukuva inelona xabiso liphantsi, kodwa ubuninzi bamandla buphantsi. Iinkampani ezincinci zikhetha olu hlobo lwebhetri, ngoko ke isabelo semarike simalunga ne-9.7%..

(4) Iindleko zemathiriyeli ekrwada enyukayo ziguquguquka kakhulu. Ukuchatshazelwa zizinto ezininzi ezinjengomjikelo wemizi-mveliso, ubhubhane, kunye noxinzelelo lwamazwe ngamazwe, iindleko zemathiriyeli ekrwada enyukayo yeebhetri zamandla ziya kuqhubeka zinyuka ngo-2022.