Ngo-2023, ukuthunyelwa kwe-lithium battery cathode materials eChina kwafinyelela amathani ayizigidi ezingu-2.476, ngenani lokungena elicishe libe ngu-70% le-lithium iron phosphate.

Muva nje, izikhungo zocwaningo i-EVTank, i-Ivy Economic Research Institute, kanye ne-China Battery Industry Research Institute zikhiphe ngokuhlanganyela Iphepha Elimhlophe Lokuthuthukiswa Kwemboni Yezinto Zokusebenza Zebhethri ye-Lithium ion yaseChina (2024).Ngokwezibalo zephepha elimhlophe, umthamo wokuthunyelwa kwezinto ezinhle ze-electrode zamabhethri e-lithium-ion e-China wawungamathani ayizigidi ezingu-2.476 ngo-2023, okuwukunyuka konyaka ngo-27.2%, okubonisa ukwehla okukhulu uma kuqhathaniswa no-2022.
Iphepha Elimhlophe Lokuthuthukiswa Kwemboni Yezinto Zokusebenza Zebhethri ye-Lithium ion yaseChina (2024)
Ngokusho kwedatha ye-EVTank, ngo-2023, ivolumu yokuthunyelwa kwe-lithium iron phosphate cathode materials e-China yafinyelela amathani ayizigidi ezingu-1.638, ukwanda konyaka ngo-43.4%;Ivolumu yokuthunyelwa kwezinto ze-ternary yayingamathani angu-664000, ukukhuphuka okuncane ngo-0.9% unyaka nonyaka;Umthamo wokuthunyelwa kwe-lithium cobalt oxide wawungamathani angu-80000, ukwanda konyaka ngonyaka ka-2.6%;Umthamo wokuthunyelwa kwe-lithium manganese oxide wawungamathani angama-94000, ukwanda konyaka ngonyaka ngama-36.2%;Isabelo semakethe se-lithium iron phosphate cathode material kuyo yonke imakethe yezinto ze-cathode sesifinyelele ku-66.1%, sikhula ngokuqhubekayo uma siqhathaniswa no-2022.
Iphepha Elimhlophe Lokuthuthukiswa Kwemboni Yezinto Zokusebenza Zebhethri ye-Lithium ion yaseChina (2024)
Ngokwevelu yokuphumayo, iphepha elimhlophe libonisa ukuthi inani eliphelele lokukhishwa kwemboni yezinto zokwenziwa kwama-electrode e-China ngo-2023 lalingama-yuan ayizigidi eziyizinkulungwane ezingama-322.16, ukwehla konyaka nonyaka ngama-26.6%.
Ngokusho kokuhlaziywa kwe-EVTank, ngo-2023, ukwehla kwezintengo zensimbi ezikhuphukayo kuholele ekwehleni kwamanani ezinto ezahlukahlukene zama-electrode.Phakathi kwazo, inani elimaphakathi lonyaka le-lithium iron phosphate positive electrode materials lehlile lisuka ku-145000 yuan/ton ngo-2022 laya ku-85000 yuan/ton ngo-2023. Isilinganiso samanani sonyaka sezinto zokwakha ze-electrode positive, okuhlanganisa izinto ze-ternary, izinto ze-lithium cobalt oxide, kanye izinto ze-lithium manganese oxide, zonke zihlangabezane nokwehla okuphawulekayo konyaka nonyaka.
Iphepha Elimhlophe Lokuthuthukiswa Kwemboni Yezinto Zokusebenza Zebhethri ye-Lithium ion yaseChina (2024)
Ngokombono wokuthunyelwa kwebhizinisi, u-Hunan Yuneng, inkampani ye-lithium iron phosphate cathode material, kanye ne-Rongbai Technology, inkampani ye-ternary cathode material, ikleliswe kuqala ngamasheya emakethe acishe abe ngu-30% no-15%, ngokulandelana.
Phakathi kwazo, amabhizinisi ayishumi aphezulu ngokuya ngevolumu yokuthunyelwa kwezinto ze-lithium iron phosphate ngo-2023 ahlanganisa i-Hunan Yuneng, i-Defang Nano, i-Wanrun Energy, i-Longpan Technology, i-Rongtong High tech, i-Youshan Technology, i-Guoxuan High tech, i-Jintang Times, i-Anda Technology, kanye Jiangxi Shenghua.Phakathi kwawo, amabhizinisi ayishumi asanda kungena aphezulu yi-Youshan Technology kanye ne-Jintang Times.
Izinkampani eziyishumi ezihamba phambili ngokwevolumu yokuthunyelwa kwezinto ze-ternary ngo-2023 zifaka i-Rongbai Technology, i-Tianjin Bamo, i-Dangsheng Technology, i-Changchang Lithium Technology, i-Nantong Ruixiang, i-Beiterui, i-Guangdong Bangpu, i-Xiamen Tungsten New Energy, i-Guizhou Zhenhua, ne-Yibin Lithium Treasure I-Yibin Lithium Treasure iyinkampani entsha eyishumi ephezulu.Inkampani yezinto ezibonakalayo ze-lithium cobalt oxide i-Xiamen Tungsten New Energy nenkampani yezinto ezibonakalayo ze-lithium manganese oxide i-Boshi High tech ikleliswe kuqala ngamasheya emakethe angaphezu kuka-40% no-30%, ngokulandelana.
Ephepheni elimhlophe, i-EVTank yenze ucwaningo oluningiliziwe nokuhlaziya ngevolumu yokuthunyelwa kanye nosayizi wemakethe wezigaba ezahlukahlukene zezinto zokwenziwa kwama-electrode emhlabeni jikelele naseChina, izitayela zamanani ezigaba ezahlukahlukene zezinto ezinhle zama-electrode, indawo yokuncintisana yezigaba ezahlukahlukene zama-electrode amahle. amabhizinisi wezinto ezibonakalayo, izinsimbi ezikhuphuka nomfula, izandulela ezimaphakathi, kanye nezinkambu zokusebenzisa ezansi komfula zezinto zokwenziwa kwama-electrode, kanye namabhizinisi akhethiwe amele ama-electrode abalulekile ocwaningo lokulinganisa.Ngalesi sisekelo, i-EVTank yenza izibikezelo ezibheke phambili ekuthunyelweni komhlaba wonke naseShayina kwezigaba ezahlukahlukene zezinto zokwenziwa kwama-electrode kusukela ngo-2024 kuya ku-2030 ephepheni elimhlophe.