Okutwalira awamu omulimu gwa bbaatule za lithium gugenda gutereera.
Mu kitundu ekisooka ekya 2026, amakolero g’ebintu ebikozesebwa mu kukola bbaatule za lithium negative electrode mu ggwanga gaawa omutindo ogusukkulumye nnyo ku katale bwe kyali kisuubirwa.
Ebiwandiiko ebisembyeyo mu makolero biraga nti omugatte gw’okufulumya graphite negative electrodes mu China okuva mu January okutuuka mu July gweyongera ebitundu ebisukka mu 52% omwaka-ku-mwaka, era omuwendo gwonna ogw’okusindika gweyongera ebitundu 64% omwaka-ku-mwaka. Omuwendo gw’ebintu ebisindikibwa buli mwaka gusuubirwa okusukka ttani obukadde busatu.
Omutindo gw’okukula kw’okusindika kw’ebintu ebya waggulu-end fast charging negative electrode products nga biriko 4C n’okudda waggulu gusukkulumye nnyo ku average y’amakolero. Enteekateeka y'okulagira kkampuni za bbaatule ezikulembedde wansi okutwalira awamu eyongedde okutuuka ku nkomerero y'omwezi ogw'okusatu, era ebika ebimu ebikulu bituuse n'okufuna embeera enzibu ey'okugabira "okulinda okutuusibwa".
Omuwendo gw’okuyingira kwa silicon-based negative electrodes gujja kweyongera okuva ku 10% okutuuka ku 25%, era ebintu ebya waggulu-end fast fast charging products bibula, nga okutwalira awamu orders z’amakolero zijjudde.
Omutendera omubi, edda ogwawandiikibwa nga' overcapacity ', kati guyita mu mugendo gw'okulongoosa waggulu-end, okuddamu okubumba ddala enkola y'obwetaavu-obwetaavu.
Okubwatuka kw’obwetaavu: Okucaajinga amangu kufuuka yingini y’amakolero okukula
Okweyongera kw’obwetaavu bwa high-end fast charging negative electrodes mu lawundi eno si muze gwa katale mu butanwa mu bbanga ttono-, wabula kivuddemu ekiteewalika eky’okuwuuma kw’obwetaavu wansi mu nnimiro eziwera.
Ku ludda olumu, omuze gw’okucaajinga amangu mu katale k’emmotoka empya ez’amaanyi tegukyuka. Mu bikozesebwa ebikulu ebyaakatongozebwa mu 2026, ekitundu ky’ebika ebiwagira 800V high-voltage platform kisusse ebitundu 60%, era omuwendo gw’okuyingira ogukwatagana ogwa 4C n’okudda waggulu ogwa bbaatule ezicaajinga amangu gweyongedde mangu, butereevu ekivuga obwetaavu bwa high-end fast fast charging negative electrodes okubwatuka.
Ku luuyi olulala, obwetaavu bw’enzimba y’akatale k’okutereka amaanyi nakyo kifulumizibwa buli kiseera. Battery ezitereka amaanyi ag’enzirukanya empanvu, ez’omutindo ogwa waggulu zirina ebyetaago ebya waggulu ku density y’okunyigirizibwa n’omutindo gw’okukola kw’ebintu eby’obusannyalazo obubi. Ebintu eby’ennono ebya graphite ebya bulijjo tebikyasobola kutuukana na mutindo gwa tekinologiya ogwa bbaatule z’omulembe omupya ezitereka amaanyi.
Okusinziira ku ndowooza y’ensengeka y’okulagira wansi, omutindo gw’okukula kw’omwaka-ku{1}}mwaka ogw’okugula obusannyalazo obubi obusasula amangu okukolebwa kkampuni ezikulembedde mu bbaatule z’amasannyalaze okutwalira awamu gusukka ebitundu 80%, era amakolero agamu aga bbaatule agakulembedde gatuuse n’okulinnyisa ebiruubirirwa byabwe eby’okugula obusannyalazo obubi obusasula amangu emirundi ebiri mu 2026.
Ebiwandiiko by’okunoonyereza mu makolero biraga nti omugabo gw’akatale k’obusannyalazo obuyitibwa negative electrodes obw’amangu obw’omunda gugenda kweyongera okuva ku bitundu 32% mu 2025 okutuuka ku bitundu ebisukka mu 50% mu 2026, era obunene bw’akatale k’ebintu ebisukkulumya amangu eby’enkomerero -bujja kusukka obuwumbi bwa Yuan 30 omwaka gwonna, okufuuka yingini enkulu evuga enkula y’amakolero g’obusannyalazo obubi.
Okwawukana ennyo, omutindo gw’okukula kw’obwetaavu bw’ebintu ebya wansi-end ordinary power negative electrode bisigadde ku bitundu nga 20% byokka, era ebimu ebitagoberera omuwendo omutono-obusobozi bw’okufulumya obwongezeddwaako bifunye emiwendo gy’emirimu egitamala, ekyongera okusajjula okwawukana kw’ensengeka y’obwetaavu bw’amakolero.
Oludda lw’okugaba: Okufulumya obusobozi bw’okufulumya obw’enkomerero-okugwa wala okusinga bwe kyali kisuubirwa
Nga obwetaavu bweyongera mangu, oludda lw’okugaba kwa high-end fast charging negative electrodes luyolekedde ebizibu ebikalu ebingi, ekivaako butereevu embeera y’akatale eriwo kati ey’ebbula ly’ebikozesebwa.
Okwawukana ku biva mu bikozesebwa ebya bulijjo ebya negativu electrode, high-end fast charging negative electrodes zirina emitendera egya waggulu ennyo egy’okulonda ebintu ebisookerwako, okufuga enkola, ne tekinologiya ow’oluvannyuma -okulongoosa: si kyokka nti high-purity low sulfur needle coke yeetaaga okukozesebwa ng’ebintu ebisookerwako, naye enkola ez’enjawulo ez’okukyusa kungulu n’okufuga obutuli nazo zeetaagibwa okutuuka ku byetaago by’omutindo gw’okutambuza ion ez’amangu. Kitwala waakiri emyezi 18 okuva ku kuzimba obusobozi obupya obw’okufulumya okutuuka ku kukola ebintu mu bungi obutebenkevu, era si kugaziya mangu mu bbanga ttono.
Mu kiseera kye kimu, enkola enkulu ey’okufulumya obusannyalazo obubi, graphitization, ekyaziyizibwa nnyo ebiraga enkozesa y’amasoboza n’okugabibwa kw’amasannyalaze.
Ebitundu ebitakka wansi wa 30% ku busobozi bw’okufulumya graphitization obupya obwongezeddwa mu China mu 2026 busobola okufulumya mu ngeri ennywevu ebintu ebicaajinga amangu, era omuwendo omunene ogw’obusobozi obupya obufulumiziddwa gusobola okufulumya amaanyi aga bulijjo oba okutereka amaanyi negativu electrodes zokka, ezitasobola kutuukiriza byetaago by’omutindo gw’ebintu ebya waggulu-end.
Kino kivuddeko okukontana mu nsengeka ng’obusobozi bw’okufulumya okutwalira awamu obw’amakolero bulabika nga bumala, naye obusobozi bw’okufulumya obw’enkomerero obw’enkomerero obukola obulungi mu butuufu bwa bbula.
Okusinziira ku kubalirira kw’ebibiina by’amakolero, obusobozi bw’okufulumya obulungi mu kiseera kino obwa 4C n’okudda waggulu obusannyalazo obw’amangu obuyitibwa negative electrodes obugoberera amateeka mu China buli wansi wa ttani 800000, wansi nnyo ku bwetaavu bw’akatale obwa ttani ezisukka mu bukadde 1 omwaka gwonna. Ekituli mu kugaba-obwetaavu kisukka ttani 200000, era nga eno y’ensonga enkulu lwaki oda okujjula mu kiseera kino mu bitongole eby’oku ntikko.
Ebitongole ebikulembedde bigaziya ekituli mu kuvuganya
Okukyusa enkola y’okugabira n’obwetaavu kivuddeko butereevu okuzzaawo amagoba mu makolero g’obusannyalazo obubi.
Okuva mu kwata y’okubiri eya 2026, ebbeeyi y’akatale ya high-end fast fast charging negative electrodes erinnye ebitundu 15% -20% bw’ogeraageranya n’okutandika kw’omwaka, era ebimu ku bintu ebikoleddwa ku mutindo gwa waggulu ennyo bituuse n’okulinnya ebitundu ebisukka mu 30%. Wabula ssente z’okufulumya ebitongole eby’oku ntikko ebigatta tezinyongedde nnyo, era amagoba gonna agava mu bintu gazzeemu okuva ku bitundu ebitakka wansi wa 15% mu kiseera kye kimu omwaka oguwedde okutuuka ku bitundu ebisukka mu 25%. Amagoba gonna agava mu bintu ebimu eby’ebitongole ebikulembedde ebisasula amangu gatuuse n’okusukka ebitundu 30%, ekikyusizza ddala embeera eyaliwo ey’okuvuganya okw’ebbeeyi entono mu mulimu guno.
Mu nkola eno, enkizo y’okuvuganya ey’ebitongole eby’oku ntikko eyongera okugaziwa.
Okusinziira ku ndowooza eriwo kati, ebbula ly’okugabira ebyuma ebiyitibwa high-end fast charging negative electrodes lisuubirwa okugenda mu maaso waakiri okutuusa mu kitundu ekisooka ekya 2027. Amakolero gasiibudde ddala okuvuganya kw’obusobozi obwangu okwaliwo emabega era ne gakyuka okudda ku kuvuganya kw’obusobozi okujjuvu mu tekinologiya, enkola, n’okugaba ebintu.
Ebitongole ebisobola okugenda mu maaso n’okutongoza ebintu ebisasula amangu omutindo ogwa waggulu, enzirukanya empanvu, ssente entono{0}}mu ssente entono mu biseera eby’omu maaso bijja kwongera okuwamba omugabo gw’akatale n’okunyumirwa okukula kw’omutindo okuleetebwa amagoba amangi-ag’enkomerero mu lawundi eno ey’okulongoosa amakolero.
