Ka 2023, indasteri ea matla a macha a betri ea China e boetse e thehile ketane e felletseng ea liindasteri ho tloha meepong ea liminerale tse holimo, tlhahiso ea lisebelisoa tsa betri le tlhahiso ea betri, ho theola likoloi tse ncha tsa matla, polokelo ea matla le libeteri tsa bareki.E ntse e tsoela pele ho theha melemo e etellang pele ka boholo ba mmaraka le boemo ba thekenoloji, 'me e tsoela pele ho khothaletsa nts'etsopele e potlakileng ea indasteri ea matla a macha a betri.
Mabapi le libeteri tsa motlakase, ho latela "White Paper on Development of China's New Energy Vehicle Power Battery Industry (2024)" e lokollotsoeng ka kopanelo ke mekhatlo ea lipatlisiso EVTank, Ivy Economic Research Institute, le China Battery Industry Research Institute, betri ea matla ea lefatše ka bophara. bophahamo ba thepa e fihlile ho 865.2GWh ka 2023, keketseho ea selemo le selemo ea 26.5%.Ho lebelletsoe hore ka 2030, palo ea thomello ea betri ea matla lefatšeng ka bophara e tla fihla ho 3368.8GWh, e batlang e le makhetlo a mararo sebaka sa kholo ha se bapisoa le 2023.
Mabapi le polokelo ea matla, ho latela data e tsoang ho National Energy Administration, matla a sa tsoa kenngoa ka 2023 e ne e le li-kilowatts tse limilione tse 22.6 / lihora tse limilione tse 48.7, e leng keketseho e fetang 260% ha e bapisoa le bofelong ba 2022 le makhetlo a ka bang 10 ha a kentsoe. bokhoni qetellong ea Morero oa Lilemo tse Hlano tsa bo-13.Ho feta moo, libaka tse ngata li potlakisa nts'etsopele ea polokelo ea matla a macha, ka matla a kentsoeng a li-kilowatt tse fetang milione e le 'ngoe liprofinseng tse 11 (litikoloho).Ho tloha ka Moralo oa Lilemo tse Hlano oa bo-14, ho eketsoa ha matla a macha a polokelo ea matla ho tsamaisitse matsete a moruo a fetang li-yuan tse limilione tse likete tse 100, ho tsoela pele ho atolosa letoto la liindasteri, le ho fetoha matla a macha a nts'etsopele ea moruo oa China.
Mabapi le likoloi tse ncha tsa matla, lintlha tsa EVTank li bonts'a hore thekiso ea likoloi tse ncha lefatšeng ka bophara e fihlile ho li-unit tse limilione tse 14.653 ka 2023, keketseho ea selemo le selemo ea 35.4%.Har'a bona, thekiso ea likoloi tse ncha tsa matla Chaena e fihlile ho li-unit tse limilione tse 9.495, e leng karolo ea 64,8% ea thekiso ea lefats'e.EVTank e bolela esale pele hore thekiso ea lefats'e ea likoloi tse ncha tsa matla e tla fihla ho limilione tse 18.3 ka 2024, eo limilione tse 11.8 li tla rekisoa Chaena, 'me tse limilione tse 47 li tla rekisoa lefatšeng ka bophara ka 2030.
Ho latela data ea EVTank, ka 2023, ho ipapisitse le maemo a tlholisano a lik'hamphani tse kholo tsa matla a lefats'e, CATL e behiloe pele ka bongata ba thomello e fetang 300GWh, ka karolo ea mmaraka ea lefats'e ea 35.7%.BYD e behile boemo ba bobeli ka karolo ea 'maraka ea lefats'e ea 14.2%, e lateloa ke k'hamphani ea Korea Boroa LGES, e nang le karolo ea 12.1% ea 'maraka lefatšeng ka bophara.Mabapi le palo ea thomello ea libeteri tsa polokelo ea matla, CATL e maemong a pele lefatšeng ka karolo ea 'maraka ea 34.8%, e lateloe ke BYD le Yiwei Lithium Energy.Har'a lik'hamphani tse leshome tse holimo ka ho fetesisa tsa lefatše ka 2023, Ruipu Lanjun, Xiamen Haichen, China Innovation Airlines, Samsung SDI, Guoxuan High tech, LGES, le Penghui Energy le tsona li kenyelelitsoe.
Leha China e fihletse letoto la diphetho tse kgahlisang indastering ya betri le ya eneji e ntjha, re boetse re hloka ho lemoha diphephetso tse fapaneng tse tobaneng le ntshetsopele ya indasteri.Selemong se fetileng, ka lebaka la lintlha tse kang ho theoha ha lithuso tsa naha bakeng sa likoloi tse ncha tsa matla le ntoa ea theko indastering ea likoloi, sekhahla sa kholo ea tlhokahalo ea likoloi tse ncha tsa motlakase se theohile.Theko ea lithium carbonate e boetse e theohile ho tloha ho feta 500000 yuan/ton qalong ea 2023 ho ea ho hoo e ka bang 100000 yuan/ton qetellong ea selemo, e bontšang mokhoa oa ho fetoha ho matla.Indasteri ea betri ea lithium e maemong a matle ho tloha ho liminerale tse holimo ho ea ho lisebelisoa tse bohareng le libeteri tse tlase.
Nako ea poso: May-11-2024