Ka 2023, thepa ea China ea thepa ea lithium battery cathode e fihlile ho lithane tse limilione tse 2.476, ka sekhahla sa ho kenella se ka bang 70% bakeng sa lithium iron phosphate.

Haufinyane tjena, litsi tsa liphuputso EVTank, Ivy Economic Research Institute, le China Battery Industry Research Institute ka kopanelo li ile tsa lokolla White Paper on the Development of China Lithium ion Battery Positive Electrode Materials Industry (2024).Ho ea ka lipalo-palo tsa pampiri e tšoeu, palo ea thomello ea lisebelisoa tse ntle tsa elektrode bakeng sa libeteri tsa lithium-ion naheng ea China e ne e le lithane tse limilione tse 2.476 ka 2023, keketseho ea selemo le selemo ea 27.2%, e bonts'ang ho theoha ho hoholo ha ho bapisoa le 2022.
Pampiri e Ts'oeu mabapi le Ntlafatso ea Indasteri ea Lisebelisuoa tsa Lithium ion ea China ea Battery Positive Electrode (2024)
Ho ea ka lintlha tsa EVTank, ka 2023, thepa ea thepa ea lithium iron phosphate cathode Chaena e fihlile ho lithane tse limilione tse 1.638, keketseho ea selemo le selemo ea 43,4%;Bophahamo ba thomello ea thepa ea ternary e ne e le lithane tse 664000, keketseho e nyane ea 0.9% selemo le selemo;Palo ea thepa ea lithium cobalt oxide e ne e le lithane tse 80000, keketseho ea selemo le selemo ea 2,6%;Palo ea thepa ea lithium manganese oxide e ne e le lithane tse 94000, keketseho ea selemo le selemo ea 36.2%;Kabelo ea mmaraka ea thepa ea lithium iron phosphate cathode 'marakeng oohle oa thepa ea cathode e fihlile ho 66.1%, e ntse e eketseha le ho feta ha e bapisoa le 2022.
Pampiri e Ts'oeu mabapi le Ntlafatso ea Indasteri ea Lisebelisuoa tsa Lithium ion ea China ea Battery Positive Electrode (2024)
Mabapi le boleng ba tlhahiso, pampiri e tšoeu e bonts'a hore kakaretso ea tlhahiso ea indasteri ea lisebelisoa tsa elektrode tse ntle tsa China ka 2023 e ne e le li-yuan tse limilione tse likete tse 322.16, e leng phokotso ea selemo le selemo ea 26.6%.
Ho latela tlhahlobo ea EVTank, ka 2023, ho theoha ha litheko tsa tšepe tse holimo ho lebisitse ho theoha ha litheko tsa lisebelisoa tse fapaneng tse ntle tsa li-electrode.Har'a tsona, karolelano ea theko ea selemo le selemo ea lisebelisoa tsa electrode tsa lithium iron phosphate positive electrode e theohile ho tloha ho 145000 yuan/ton ka 2022 ho ea ho 85000 yuan/ton ka 2023. Theko ea selemo le selemo ea thepa e ntle ea electrode, ho akarelletsa le lisebelisoa tsa ternary, lithium cobalt oxide, le lisebelisoa tsa lithium manganese oxide, kaofela li bile le phokotseho e kholo ea selemo le selemo.
Pampiri e Ts'oeu mabapi le Ntlafatso ea Indasteri ea Lisebelisuoa tsa Lithium ion ea China ea Battery Positive Electrode (2024)
Ho latela pono ea thomello ea likhoebo, Hunan Yuneng, k'hamphani ea lithium iron phosphate cathode, le Rongbai Technology, k'hamphani ea ternary cathode material, e behiloe pele ka likarolo tsa mmaraka tse ka bang 30% le 15% ka ho latellana.
Har'a tsona, likhoebo tse leshome tse holimo ka ho fetisisa mabapi le thomello ea thepa ea lithium iron phosphate ka 2023 li kenyelletsa Hunan Yuneng, Defang Nano, Wanrun Energy, Longpan Technology, Rongtong High tech, Youshan Technology, Guoxuan High tech, Jintang Times, Anda Technology, le Jiangxi Shenghua.Har'a bona, likhoebo tse leshome tse sa tsoa kena ke Youshan Technology le Jintang Times.
Likhamphani tse leshome tse holimo mabapi le bophahamo ba thomello ea thepa ea ternary ka 2023 li kenyelletsa Rongbai Technology, Tianjin Bamo, Dangsheng Technology, Changchang Lithium Technology, Nantong Ruixiang, Beiterui, Guangdong Bangpu, Xiamen Tungsten New Energy, Guizhou Zhenhua, le Yibin Lithium Treasure. Yibin Lithium Treasure ke k'hamphani e ncha e holimo ho leshome.Khamphani ea thepa ea Lithium cobalt oxide Xiamen Tungsten New Energy le lithium manganese oxide material khamphani ea Boshi High tech e maemong a pele ka likabelo tsa mmaraka tse fetang 40% le 30% ka ho latellana.
Ka pampiri e tšoeu, EVTank e entse lipatlisiso le tlhahlobo e qaqileng mabapi le bophahamo ba thomello le boholo ba mmaraka oa mekhahlelo e fapaneng ea lisebelisoa tsa elektrode tse ntle lefatšeng ka bophara le China, maemo a litheko tsa mekhahlelo e fapaneng ea lisebelisoa tsa elektrode tse ntle, sebaka sa tlholisano sa mekhahlelo e fapaneng ea li-electrode tse ntle. likhoebo tse bonahalang, litšepe ka holimo, li-precursors tse bohareng, le masimo a koporo a tlase a lisebelisoa tse ntle tsa li-electrode, le lik'hamphani tse khethiloeng tsa moemeli tse ntle bakeng sa lipatlisiso tsa benchmarking.Motheong ona, EVTank e entse likhakanyo tse lebelletsoeng pele mabapi le thomello ea lefats'e le ea China ea mekhahlelo e fapaneng ea lisebelisoa tsa elektrode tse ntle ho tloha 2024 ho isa 2030 pampiring e tšoeu.