Muva nje, idatha yakamuva ekhishwe yi-China Automotive Power Battery Industry Innovation Alliance ibonise ukuthi ngo-Okthoba, izitayela zokukhiqiza nokudayiswa kwamandla namandla okugcina amabhethri zibonise umehluko.Umthamo wokuthengisa ukhuphuke ngo-4.7% uma kuqhathaniswa nenyanga edlule, kuyilapho umthamo wokukhiqiza wehle ngo-0.1%.
Isamba esiphelele samabhethri anamandla sisohlangothini oluphezulu, futhi okugxilwe kuwo wonke unyaka "ukunciphisa izindleko nokunciphisa".Ngaphandle kokwenyuka kwesabelo semakethe sisonke, isidingo esingapheli siyahlukahluka.Abakhiqizi bebhethri abahlukahlukene bakhulisa amandla abo okukhiqiza ukuze ahambisane nesidingo.Ngokusho kwedatha yocwaningo evela ku-Mysteel, kusukela ngoNovemba 2023, inani eliphelele lamabhethri e-lithium asekhaya kumaphrojekthi ahlukahlukene lidlula i-6,000GWh, namasampula ebhethri angama-27 anomthamo ohlanganisiwe we-1780GWh, kanye nezinga lokusebenzisa umthamo lilonke ku-54.98%.
Ngakolunye uhlangothi, idatha ibonisa ukuncintisana okuqinisayo emkhakheni webhethri lamandla jikelele.Ngo-Okthoba, idatha yamandla namandla ibonise ukwehla kwenani lamabhizinisi ahlinzeka ngamabhethri anamandla afanayo ezimotweni zamandla amasha.Kuleyo nyanga, izinkampani ezingama-35 sezizonke zihlinzeke ngamabhethri kagesi afanayo emakethe yezimoto zamandla amasha, ukwehla ngo-5 kusukela esikhathini esifanayo ngonyaka odlule.Kusukela ngoJanuwari kuya ku-Okthoba, isamba sezinkampani zamabhethri kagesi angu-48 zinikeze amabhethri anamandla afanayo emakethe yezimoto zamandla amasha, ukwehla ngo-3 kusukela esikhathini esifanayo ngonyaka odlule.
Ngaphezu kwalokho, ukuncintisana kwamanje kumabhethri kagesi kuya kushuba kakhulu ngenxa yokwehla kwesidingo samabhethri kanye nokukhula kancane kwesidingo sezimoto zikagesi emhlabeni wonke.
Ngokocwaningo lwe-SNE, ukunciphisa ingxenye enkulu yezindleko ezimotweni zikagesi- izindleko zebhethri- ngokwanda kwamabhizinisi aqala ukusebenzisa amabhethri e-lithium iron phosphate ancintisanayo kakhulu uma kuqhathaniswa namabhethri e-ternary lithium.Ngokwedatha yokuqapha evela ezisekelweni ezifana ne-SMM, inani lakamuva elimaphakathi le-lithium carbonate lezinga lebhethri lilinganiselwa ku-160,000 CNY ngethani, okubonisa ukwehla okukhulu konyaka nonyaka.
Ukwengeza, imakethe ekhulayo yesikhathi esizayo ngeke ibandakanye kuphela ukuthunyelwa kwamanye amazwe kwamabhethri kagesi kodwa futhi namandla amakhulu emakethe yokugcina amandla.Njengoba umkhakha wokugcina amandla okwamanje usesikhathini sokuthuthuka esikahle, amabhizinisi amaningi amabhethri atshala imali kumaphrojekthi ebhethri okugcina amandla.Amabhizinisi okugcina amandla kancane kancane aphenduka “ijika lesibili lokukhula” kwezinye izinkampani zamabhethri anamandla.
Isikhathi sokuthumela: Nov-15-2023
