Dhawaan, xogtii ugu dambeysay ee ay soo saartay Isbahaysiga Innovation Industry Innovation Power Battery Power ee Shiinaha ayaa muujisay in bishii Oktoobar, isbeddellada wax soo saarka iyo iibinta baytariyada kaydinta tamarta iyo tamarta ay muujiyeen kala duwanaansho.Mugga iibka ayaa kordhay 4.7% marka loo eego bishii hore, halka mugga wax soo saarka uu hoos u dhacay 0.1%.
Alaabada guud ee baytariyada korantada ayaa ah dhinaca sare, diirada sanadka oo dhan waa in la yareeyo "kharashka iyo qashinka".In kasta oo ay korodhay saamiga guud ee suuqa, haddana dalabka meesha ka baxaya waa kala duwan yahay.Soosaarayaasha baytariyada kala duwan ayaa balaadhinaya awoodooda wax soo saar si ay u waafajiyaan baahida.Marka loo eego xogta cilmi-baarista ee Mysteel, laga bilaabo Noofambar 2023, wadarta guud ee baytariyada lithium-ka gudaha ee mashaariicda kala duwan waxay dhaaftay 6,000GWh, iyada oo 27 muunado batari ah ay leeyihiin awood isku dhafan oo ah 1780GWh, iyo guud ahaan heerka isticmaalka awoodda 54.98%.
Dhinaca kale, xogtu waxay muujinaysaa tartanka sii xoogaysanaya ee qaybta guud ee baytariyada korontada.Bishii Oktoobar, xogta tamarta iyo tamarta ayaa muujisay hoos u dhac ku yimid tirada shirkadaha bixiya baytariyada tamarta ku habboon baabuurta tamarta cusub.Bishaas, wadar ahaan 35 shirkadood ayaa bixiyay baytariyada korantada ee suuqa cusub ee baabuurta tamarta, hoos u dhac 5 ah isla muddadaas sannadkii hore.Laga soo bilaabo Jannaayo ilaa Oktoobar, wadar ahaan 48 shirkadood oo baytari koronto ah ayaa bixiyay baytariyada tamarta ku habboon suuqa baabuurta tamarta cusub, hoos u dhac 3 ah isla muddadaas sannadkii hore.
Intaa waxaa dheer, tartanka hadda ee baytariyada korantada ayaa noqonaya mid aad u xoog badan taas oo ay sabab u tahay hoos u dhaca baahida batteriga iyo hoos u dhaca kobaca baahida gawaarida caalamiga ah.
Sida laga soo xigtay cilmi-baarista SNE, si loo yareeyo saamiga ugu sarreeya ee kharashyada baabuurta korontada - kharashyada batteriga - shirkado badan oo badan ayaa bilaabaya inay isticmaalaan batariyada fosfateed ee lithium birta ah ee qiimaha badan marka la barbar dhigo baytariyada ternary lithium.Marka loo eego xogta la socodka aaladaha sida SMM, celceliska qiimihii dhowaa ee heerka batteriga ee lithium carbonate waa ku dhawaad 160,000 CNY tan, taasoo muujinaysa hoos u dhac weyn sanad kasta.
Intaa waxaa dheer, suuqa mustaqbalka ee kordhinta kuma lug lahaan doono oo kaliya dhoofinta baytariyada korantada laakiin sidoo kale awooda la taaban karo ee suuqa kaydinta tamarta.Iyada oo qaybta kaydinta tamarta ay hadda ku jirto xilli horumarineed oo ku habboon, shirkado badan oo batari ayaa maalgashanaya mashaariicda kaydinta tamarta.Ganacsiyada kaydinta tamarta waxay si tartiib tartiib ah u noqonayaan "qallooca kobaca labaad" ee shirkadaha batteriga korantada qaarkood.
Waqtiga boostada: Nov-15-2023
