Ukuzuza ekukhuthazeni okuhlanganyelwe kokushintshaniswa kwamabhethri okwabelana ngaphakathi, amazinga amasha kazwelonke, kanye nokukhula kwesidingo saphesheya kwezilwandle, ukuthengiswa kwezimoto zikagesi ezinamasondo amabilihttps://www.qianxinmotor.com/fully-electric-800w-45kmh-dics-braking-scooter-electric-product/eShayina kuzodlula izigidi ezingama-54 ngo-2023, futhi izitayela zokufakwa kukagesi ezimotweni ezinamasondo amabili, ukukhanyisa, ubuhlakani, kanye nokuxhumana kuzoqhubeka nokuqina. Isikhala esikhulu semakethe sidale isidingo esikhulu samabhethri. Njengamanje, ukungena kwamabhethri e-lithium, amabhethri e-sodium, kanye nobunye ubuchwepheshe kuyashesha, kusheshisa ukuthuthukiswa kanye nokuguqulwa kwemboni yezimoto zikagesi ezinamasondo amabili.
Ngo-2030, amabhethri ezimoto kagesi ezinamasondo amabili azoveza iphethini "yokudansa ndawonye kwe-lithium sodium lead" futhi ahlukanise umhlaba ube izingxenye ezintathu. Umkhuba wezimoto kagesi ezinamasondo amabili ukushintsha kusuka kumabhethri e-lead-acid kuya kumabhethri e-lithium ne-sodium. Amabhethri e-lithium anamandla aphezulu angenza izimoto zibe lula futhi zibe nebanga elide. Ngesikhathi esifanayo, ukusetshenziswa kwamabhethri e-sodium kungacebisa umugqa womkhiqizo wamabhizinisi futhi kuthuthukise ikhono lawo lokumelana nengozi.
Eminyakeni yamuva nje, ethonywe yizindinganiso ezintsha zikazwelonke, izinga lokungena kwamabhethri e-lithium likhuphuke ngokushesha. Kodwa-ke, eminyakeni emibili edlule, intengo ye-lithium carbonate ikhuphuke yaya ku-600000 yuan/ton, futhi izinga lokungena lehlile. Abakhiqizi bakhethe amabhethri e-lead-acid angabizi kakhulu ukulawula izindleko. Ngesikhathi esifanayo, kusenezingozi eziningi zokuphepha kanye nezinkinga zekhwalithi ezingalingani emakethe yamabhethri e-lithium ezimotweni ezinamasondo amabili.
Kodwa ngamanani azinzile ezinto zokusetshenziswa ze-lithium-ion kanye nokuthuthukiswa okuqhubekayo kwenqubomgomo entsha yezwe, inqubo yokufaka amabhethri e-lithium-ion esikhundleni se-lead-acid izoshesha emakethe yamanje yamabhayisikili kagesi angaphezu kwezigidi ezingu-350 eShayina, kanye nokwanda kwaminyaka yonke kwezimoto ezicishe zibe yizigidi ezingu-40.
Silindele ukuthi izinga lokungena kwamabhethri e-lithium kulindeleke ukuthi lifinyelele cishe ku-50% ngo-2023, okuhambisana nomthamo ofakiwe we-16GWh. Izinga lokukhula kwesidingo elihlanganisiwe eminyakeni emithathu ezayo lizofinyelela ku-30%. Ngalesi sisekelo, ukuthuthukiswa kwamabhayisikili kagesi ahlanganyelwe kanye nokuvuthwa kwamamodeli okushintshana kwamabhethri kulindeleke ukuthi kuqhubeke nokukhuthaza imakethe ekhuphukayo.
Ngokombono womzila wobuchwepheshe bebhethri le-lithium yezimoto ezinamasondo amabili, iphethini yemakethe iveza isimo sezindlela eziningi ezihlala ndawonye kanye namaphuzu amaningi okusetshenziswa aqhakaza. Ngenxa yezidingo eziphezulu zokusebenza kahle kwamabhethri e-lithium-ion ezimoto zikagesi ezinamasondo amabili kanye nesimo sezinkampani ezihlakazekile, ubuchwepheshe obuhlukene bezinto ze-lithium-ion buyahlala ndawonye njengamanje. Ngaphansi kokuphindaphinda okuqhubekayo nokuthuthukiswa kobuchwepheshe, amabhizinisi aholayo azokwethula imikhiqizo engabizi kakhulu, okuzohola ukuthambekela kwemboni.
Ngakolunye uhlangothi, amabhethri e-sodium anendawo enkulu yokufaka esikhundleni ezimotweni zikagesi ezinamasondo amabili ngenxa yezinzuzo zawo ngezindleko nokuphepha.
Ngokombono wenqubomgomo, kusukela ngo-2022, iminyango eyahlukene efana noMnyango Wezimboni Nobuchwepheshe Bolwazi ikhulume ngokuphindaphindiwe ngokuqinisa ucwaningo kanye nentuthuko yobuchwepheshe bokugcina amandla obunamandla aphezulu njengamabhethri e-lithium-ion ezinhlelweni zawo zenqubomgomo. NgoJulayi, izimpawu ezijwayelekile namagama amabhethri e-sodium ion anconywa ngokusemthethweni, kanti amabhethri e-sodium ion abe yinto ebalulekile ekuthuthukisweni kocwaningo kanye nentuthuko.
Ngokombono womkhiqizo, ngokusetshenziswa kancane kancane kwamabhethri e-sodium ion, izindleko kulindeleke ukuthi ziqhubeke nokwehla, futhi intengo yokuthengisa kanye nenzuzo engenayo yamabhayisikili kuzoqhubeka nokuvula.
Ngokuvuthwa kancane kancane kobuchwepheshe obuhlobene nebhethri le-sodium, ukuthuthuka kancane kancane kwezikhungo zokusekela uchungechunge lwezimboni, kanye nokubonakaliswa kancane kancane kwemiphumela yesikali, kulindeleke ukuthi izindleko eziphelele zamabhethri e-sodium zehle zibe ngaphansi kuka-0.4 yuan/Wh eminyakeni emi-5 ezayo, okucishe kube yizindleko zamabhethri e-lead-acid futhi kunenzuzo enkulu kunezindleko zamabhethri e-lithium. Lokhu ngokungangabazeki kuzosheshisa izinga lokungena kwamabhethri e-sodium ion ezimotweni zikagesi ezinamasondo amabili, futhi ukuthuthukiswa kwawo kuzoqhuba umjikelezo omusha wokuguqulwa kwezimoto ezinamasondo amabili.
Kubikezelwa ukuthi usayizi wemakethe wamabhethri e-sodium uzofinyelela ku-91GWh kanye no-1132GWh ngokulandelana ngo-2025 nango-2030. Usayizi wemakethe wamabhethri e-sodium uzoqhubeka nokukhula ngokushesha eminyakeni eyisishiyagalombili ezayo, kanti umthamo wokuthunyelwa kwamabhethri e-sodium ezimotweni ezinamasondo amabili uzofinyelela ku-8.6GWh ngo-2030.
Sekukonke, imboni yezimoto zikagesi ezinamasondo amabili kancane kancane ingene esigabeni sokuthuthukiswa okungekuhle okubuswa ukuthuthukiswa komkhiqizo, ukwanda kwamandla, ukwakheka kwesiteshi, kanye nenani lomkhiqizo. Phakathi nalesi sikhathi sokuthuthukiswa okusheshayo embonini yezimoto ezinamasondo amabili, kubaluleke kakhulu ukuthi lonke uchungechunge lwemboni lubambisane futhi luhlole amamodeli amasha okuthuthukiswa, lwabelane ngobuchwepheshe obusha obusezingeni eliphezulu, futhi lukhuthaze ukwakhiwa kwendalo entsha enempilo yochungechunge lonke lwezimboni lwamabhethri e-lithium, amabhethri e-sodium, izimoto ezinamasondo amabili, kanye nokushintshaniswa kwamabhethri okwabelwana ngawo.
Isikhathi sokuthunyelwe: Disemba 18-2023