Ukuzuza ekuthuthukisweni okuhlanganyelwe kokushintshwa kwebhethri okwabelwana ngalo ekhaya, amazinga amasha kazwelonke, kanye nokukhula kwesidingo saphesheya kwezilwandle, ukuthengiswa kwezimoto ezisebenza ngogesi ezinamasondo amabili.https://www.qianxinmotor.com/fully-electric-800w-45kmh-dics-braking-scooter-electric-product/eShayina izodlula izigidi ezingama-54 ngo-2023, futhi izitayela zokufakwa kukagesi kwezimoto ezinamasondo amabili, ukukhanya, ubuhlakani, kanye nokuxhumana kuzoqhubeka nokuqina.Isikhala esikhulu semakethe sesenze isidingo esikhulu samabhethri. Njengamanje, ukungena kwamabhethri e-lithium, amabhethri e-sodium, nobunye ubuchwepheshe kuyakhula, kusheshisa ukuthuthukiswa nokuguqulwa kwemboni kagesi enamasondo amabili.
Ngo-2030, amabhethri ezimoto ezinamasondo amabili kagesi azokwethula iphethini "ye-lithium sodium lead dancing ndawonye" futhi ahlukanise umhlaba ube izingxenye ezintathu. Umkhuba wezimoto ezisebenza ngogesi ezinamasondo amabili ukuguquka ukusuka kumabhethri e-lead-acid ukuya kumabhethri e-lithium nawesodium. Amabhethri e-lithium anamandla aphezulu angenza izimoto zibe lula futhi zibe nebanga elide. Ngasikhathi sinye, ukusetshenziswa kwamabhethri e-sodium kungacebisa umugqa womkhiqizo wamabhizinisi futhi kuthuthukise ikhono labo lokumelana nengozi.
Eminyakeni yamuva, ethonywe izindinganiso ezintsha kazwelonke, izinga lokungena lamabhethri e-lithium liye landa ngokushesha. Kodwa-ke, eminyakeni emibili edlule, intengo ye-lithium carbonate ikhuphuke yafinyelela ku-600000 yuan/ton, futhi izinga lokungena lehlile. Abakhiqizi bakhethe amabhethri e-lead-acid angabizi kakhulu ukuze balawule izindleko zezindleko. Ngesikhathi esifanayo, kusenezingozi eziningi zokuphepha nezinkinga zekhwalithi ezingalingani emakethe yebhethri ye-lithium yezimoto ezinamasondo amabili.
Kodwa ngezintengo ezizinzile zezinto zokusetshenziswa kwe-lithium-ion kanye nokuthuthukiswa okuqhubekayo kwenqubomgomo entsha yezinga kazwelonke, inqubo yokushintsha i-lead-asidi ngamabhethri e-lithium-ion izosheshisa endaweni yamanje yemakethe yamabhayisikili kagesi angaphezu kwezigidi ezingu-350 eChina, nokwanda konyaka kwezimoto ezicishe zibe izigidi ezingu-40.
Silindele ukuthi izinga lokungena lamabhethri e-lithium kulindeleke ukuthi lifinyelele cishe ku-50% ngo-2023, elihambisana nomthamo ofakiwe we-16GWh. Izinga lokukhula elihlanganisiwe lesidingo eminyakeni emithathu ezayo lizofinyelela ku-30%. Ngalesi sisekelo, ukuthuthukiswa kwamabhayisikili kagesi okwabelwana ngawo kanye nokuvuthwa kwamamodeli okushintshanisa amabhethri kulindeleke ukuthi kuqhubeke nokugqugquzela imakethe ekhulayo.
Ngokombono womzila wobuchwepheshe bebhethri ye-lithium yezimoto ezinamasondo amabili, iphethini yemakethe iveza isimo sezindlela eziningi ezikhona kanye namaphoyinti ohlelo lokusebenza amaningi aqhakazayo. Ngenxa yezidingo eziphezulu zokusebenza kwezindleko zamabhethri e-lithium-ion ezimotweni zikagesi ezinamasondo amabili kanye nesimo sebhizinisi esihlakazekile, ubuchwepheshe obuhlukile be-lithium-ion bukhona njengamanje. Ngaphansi kokuphindwaphindwa okuqhubekayo kanye nokuthuthukiswa kobuchwepheshe, amabhizinisi ahamba phambili azokwethula imikhiqizo enezindleko eziphakeme, ezohola inkambiso yemboni.
Ngakolunye uhlangothi, amabhethri e-sodium anesikhala esikhulu sokushintshwa ezimotweni zikagesi ezinamasondo amabili ngenxa yezinzuzo zazo ngezindleko nokuphepha.
Ngokombono wenqubomgomo, kusukela ngo-2022, iminyango ehlukahlukene njengoMnyango Wezimboni Nobuchwepheshe Bolwazi ikhulume kaningi ngokuqiniswa kocwaningo nokuthuthukiswa kobuchwepheshe bokugcina amandla obunamandla amakhulu njengamabhethri e-lithium-ion ezinhlelweni zabo zenqubomgomo. NgoJulayi, izimpawu ezijwayelekile namagama amabhethri e-sodium ion anconywe ngokusemthethweni, futhi amabhethri e-sodium ion asephenduke into esemqoka yokugxila ekucwaningeni nasekuthuthukisweni kwentuthuko.
Ngokombono womkhiqizo, ngokusetshenziswa kancane kancane kwamabhethri e-sodium ion, izindleko kulindeleke ukuthi ziqhubeke zehla, futhi intengo yokuthengisa kanye ne-net profit margin yamabhayisikili kuzovuleka nakakhulu.
Ngokuvuthwa kancane kancane kobuchwepheshe obuhlobene nebhethri ye-sodium, ukuthuthukiswa kancane kancane kwezinsiza ezisekela uchungechunge lwezimboni, kanye nokubonakaliswa kancane kancane kwemiphumela yesikali, kulindeleke ukuthi izindleko eziphelele zamabhethri e-sodium kulindeleke ukuthi zehle zibe ngaphansi kuka-0.4 yuan/Wh eminyakeni engu-5 ezayo, eseduze nezindleko zamabhethri e-lead-asidi futhi inenzuzo enkulu yezindleko ze-lithium. Lokhu ngokungangabazeki kuzosheshisa izinga lokungena kwamabhethri e-sodium ion ezimotweni zikagesi ezinamasondo amabili, futhi ukwenziwa kwemboni kuzoqhuba umjikelezo omusha woshintsho ezimotweni ezimbili ezinamasondo.
Kubikezelwa ukuthi usayizi wemakethe wamabhethri e-sodium uzofinyelela ku-91GWh naku-1132GWh ngokulandelana kwawo ngo-2025 no-2030. Usayizi wemakethe wamabhethri e-sodium uzogcina ukukhula okusheshayo eminyakeni engu-8 ezayo, futhi umthamo wokuthunyelwa wamabhethri e-sodium ezimotweni ezimbili ezinamasondo uzofinyelela ku-8.6GWh ngo-2030.
Sekukonke, imboni yezimoto ezisebenza ngogesi ezinamasondo amabili isingene kancane kancane esigabeni sokuthuthuka esibuswa ukuthuthukiswa komkhiqizo, ukunwetshwa kwamandla, ukwakheka kwesiteshi, kanye nenani lomkhiqizo. Ngalesi sikhathi sentuthuko esheshayo embonini yezimoto ezinamasondo amabili, kubaluleke nakakhulu ukuthi yonke iketango lemboni isebenzisane futhi ihlole amamodeli amasha entuthuko, yabelane ngobuchwepheshe obusha obusezingeni eliphezulu, futhi ikhuthaze ukwakhiwa kwesimiso semvelo esisha esinempilo sawo wonke umkhakha wamabhethri e-lithium, amabhethri e-sodium, izimoto ezimbili ezinamasondo, kanye nokushintshashintsha kwamabhethri okwabelwana ngawo.
Isikhathi sokuthumela: Dec-18-2023