Kungekudala, idatha yakutshanje ekhutshwe yi-China Automotive Power Battery Industry Innovation Alliance ibonise ukuba ngo-Oktobha, iindlela zokuvelisa kunye nokuthengiswa kwamandla kunye neebhetri zokugcina amandla zibonise ukuhlukana.Umthamo wokuthengisa unyuke nge-4.7% xa kuthelekiswa nenyanga edlulileyo, ngelixa umthamo wemveliso wehla nge-0.1%.
Uluhlu olupheleleyo lweebhetri zamandla lukwicala eliphezulu, kwaye ingqwalasela yonyaka wonke "ukunciphisa iindleko kunye nokunciphisa".Ngaphandle kokunyuka kwesabelo semarike ngokubanzi, imfuno yokugcina iyahluka.Abavelisi beebhetri ezahlukeneyo bandisa amandla abo okuvelisa ukuze bahambelane nemfuno.Ngokutsho kwedatha yophando evela kwi-Mysteel, ukususela ngoNovemba ka-2023, umthamo opheleleyo weebhetri ze-lithium zasekhaya kwiiprojekthi ezahlukeneyo zidlula i-6,000GWh, kunye neesampuli zebhetri ezingama-27 ezinomthamo odibeneyo we-1780GWh, kunye nomlinganiselo wokusetyenziswa kwamandla kwi-54.98%.
Ngakolunye uhlangothi, idatha ibonisa ukhuphiswano oluqinisayo kwicandelo lonke lebhetri yamandla.Ngo-Okthobha, idatha yamandla kunye namandla ibonise ukuhla kwenani lamashishini abonelela ngeebhetri zamandla ezihambelanayo kwizithuthi zamandla amatsha.Ngaloo nyanga, iinkampani ze-35 zizonke zibonelele ngeebhetri zamandla ezihambelanayo kwimarike yemoto yamandla entsha, ukuhla kwe-5 ukusuka kwixesha elifanayo kunyaka ophelileyo.Ukususela ngoJanuwari ukuya ku-Okthobha, iinkampani zebhetri zamandla ezingama-48 zibonelele ngokuhambelana neebhetri zamandla kwimarike yemoto yamandla amatsha, ukuhla kwe-3 ukusuka kwixesha elifanayo kunyaka ophelileyo.
Ngaphaya koko, ukhuphiswano lwangoku kwiibhetri zamandla luya luqina ngakumbi ngenxa yokuhla kwemfuno yebhetri kunye nokukhula okucothayo kwemfuno yezithuthi zombane zehlabathi.
Ngokophando lwe-SNE, ukunciphisa umlinganiselo ophezulu weendleko kwizithuthi zombane- iindleko zebhetri- ngakumbi nangakumbi amashishini aqala ukusebenzisa ixabiso elikhuphisanayo le-lithium yentsimbi ye-phosphate iibhetri xa kuthelekiswa neebhetri ze-lithium ze-ternary.Ngokwedatha yokubeka iliso evela kumaqonga afana ne-SMM, ixabiso eliqhelekileyo lebhetri-grade lithium carbonate lijikeleze i-160,000 CNY ngetoni, ebonisa ukuhla okuphawulekayo konyaka.
Ukongeza, imakethi eyongeziweyo yexesha elizayo ayizukubandakanya kuphela ukuthunyelwa ngaphandle kweebhetri zamandla kodwa kunye nokubanakho okubonakalayo kwemarike yokugcina amandla.Ngecandelo logcino lwamandla okwangoku ekuphuhliseni ithuba, uninzi lwamashishini ebhetri atyala imali kwiiprojekthi zokugcina amandla ebhetri.Amashishini okugcina amandla ngokuthe ngcembe abe “ligophe lesibini lokukhula” kwezinye iinkampani zebhetri zamandla.
Ixesha lokuposa: Nov-15-2023
