Sannadka 2023, batteriga Shiinaha warshadaha tamarta cusub ayaa sii sameeyay silsilad dhamaystiran oo warshadeed oo ka socota macdanta sare ee macdanta, wax soo saarka batteriga dhexe iyo soo saarista batteriga, si ay hoos ugu sii socdaan baabuurta tamarta cusub, kaydinta tamarta, iyo baytariyada macaamiisha.Waxay si joogto ah u dejisay faa'iidooyinka hogaaminta ee cabbirka suuqa iyo heerka teknoolojiyadda, waxayna sii waddaa kor u qaadista horumarka degdega ah ee batteriga warshadaha tamarta cusub.
Marka la eego baytariyada korantada, sida laga soo xigtay "Waraaqda Cad ee Horumarinta Shiinaha ee Cusub ee Tamarta Baabuurta Awoodda Battery Power (2024)" oo ay si wadajir ah u sii daayeen hay'adaha cilmi-baarista EVTank, Machadka Cilmi-baarista Dhaqaalaha ee Ivy, iyo Machadka Cilmi-baarista Batroolka Shiinaha, batteriga caalamiga ah Mugga shixnadku waxa uu gaadhay 865.2GWh sanadka 2023, korodhka sanadba sanadka ka dambeeya 26.5%.Waxaa la filayaa in marka la gaaro 2030, mugga shixnadda batteriga awoodda caalamiga ahi uu gaari doono 3368.8GWh, iyada oo ku dhawaad saddex jeer ka sarreysa booska kobaca marka loo eego 2023.
Marka la eego kaydinta tamarta, marka loo eego xogta Maamulka Tamarta Qaranka, awoodda cusub ee la rakibay ee 2023 waxay ahayd ku dhawaad 22.6 milyan kilowatts / 48.7 milyan kilowatts, koror ka badan 260% marka la barbar dhigo dhamaadka 2022 iyo ku dhawaad 10 jeer la rakibay awoodda dhamaadka 13aad ee Qorshaha Shanta Sano.Intaa waxaa dheer, gobollo badan ayaa dardargelinaya horumarinta kaydinta tamarta cusub, oo leh awood rakiban oo ka badan hal milyan oo kilowatts 11 gobol (gobolada).Tan iyo qorshihii shanta sano ee 14-aad, ku-darka kaydinta tamarta cusub ee lagu rakibay ayaa si toos ah u dhaqaajisay maalgelin dhaqaale oo ka badan 100 bilyan yuan, taas oo sii ballaarinaysa kor iyo hoos ee silsiladda warshadaha, waxayna noqotay cudud cusub oo horseed u ah horumarka dhaqaalaha Shiinaha.
Marka la eego baabuurta tamarta cusub, xogta EVTank waxay muujinaysaa in iibka caalamiga ah ee baabuurta tamarta cusub uu gaadhay 14.653 milyan unug sanadka 2023, korodhka sanadlaha ah ee 35.4%.Kuwaas waxaa ka mid ah, iibinta baabuurta tamarta cusub ee Shiinaha waxay gaartay 9.495 milyan unug, taasoo ka dhigan 64.8% iibka caalamiga ah.EVTank ayaa saadaalisay in iibka caalamiga ah ee baabuurta tamarta cusub uu gaari doono 18.3 milyan sanadka 2024, kuwaas oo 11.8 milyan ka mid ah lagu iibin doono Shiinaha, 47 milyanna lagu iibin doono caalamka marka la gaaro 2030ka.
Marka loo eego xogta EVTank, sanadka 2023, iyadoo lagu saleynayo muuqaalka tartanka ee shirkadaha waaweyn ee batteriga caalamiga ah, CATL ayaa kaalinta koowaad gashay iyadoo mug shixnad ah oo ka badan 300GWh, oo leh saamiga suuqa caalamiga ah ee 35.7%.BYD ayaa kaalinta 2-aad ku jirta iyada oo leh saamiga suuqa caalamiga ah 14.2%, waxa ku soo xiga shirkadda Koonfurta Kuuriya ee LGES, iyada oo suuqa adduunka ku leh 12.1%.Marka la eego mugga shixnadda ee baytariyada kaydinta tamarta, CATL ayaa kaalinta koowaad kaga jirta adduunka oo leh saamiga suuqa ee 34.8%, waxaana ku xiga BYD iyo Yiwei Lithium Energy.Ka mid ah tobanka shirkadood ee ugu sarreeya maraakiibta caalamiga ah ee 2023, Ruipu Lanjun, Xiamen Haichen, China Innovation Airlines, Samsung SDI, Guoxuan High tech, LGES, iyo Penghui Energy ayaa sidoo kale lagu daray.
Inkasta oo Shiinuhu uu gaadhay natiijooyin taxane ah oo cajiib ah oo ku saabsan baytariga iyo warshadaha tamarta cusub, waxaan sidoo kale u baahanahay inaan aqoonsanno caqabadaha kala duwan ee soo food saaray horumarka warshadaha.Sannadkii la soo dhaafay, sababo ay ka mid yihiin hoos u dhaca kaalmada qaranka ee baabuurta tamarta cusub iyo dagaalka qiimaha ee warshadaha baabuurta, heerka kobaca baahida hoose ee baabuurta tamarta cusub ayaa hoos u dhacay.Sicirka karbontaytyada lithium ayaa sidoo kale hoos uga dhacay 500000 yuan/ton bilawgii 2023 ilaa 100000 yuan/ton dhamaadka sanadka, taas oo muujinaysa isbeddelka isbedbeddelka daran.Warshadaha baytariyada lithium waxay ku sugan yihiin xaalad dheeri ah oo dhismeed laga bilaabo macdanta sare ilaa qalabka dhexda iyo baytariyada hoose
Waqtiga boostada: Meey-11-2024