Ingqungquthela Yebhethri Yamandla Omhlaba ka-2026: Izitayela Zebhethri Eliqinile Nelisezingeni Eliqinile kanye Nebhethri Le-Sodium-ion

Ingqungquthela Yebhethri Lomhlaba Wonke ka-2026, ebibanjelwe eYibin, eSichuan ngomhlaka-3 Septhemba, iveze isimo sezimboni zakamuva kanye neziqondiso zentuthuko yesikhathi esizayo embonini yamabhethri omhlaba wonke. Ngesihloko esithi “Ukushayela Ugesi Kubo Bonke, Ukuhlanganiswa Okuhlanganisiwe”, ingqungquthela yezinsuku ezimbili ihlanganisa lonke uchungechunge lwezimboni, okuhlanganisa izinqubomgomo zamabhethri ombane, ubuchwepheshe bebhethri obuqinile, ukwenziwa ngcono kochungechunge lokuhlinzekwa, izinhlelo zokusebenza zezimoto zamandla amasha, ukugcinwa kwamandla, kanye nokuvuselelwa kwamabhethri. Sekuyisenzakalo esibalulekile embonini ukwahlulela umkhuba wokuthuthukiswa kwamabhethri ombane ngo-2026 naseminyakeni embalwa ezayo.

I-China yakhe uhlelo lwezimboni lwamabhethri kagesi olukhulu kakhulu noluphelele kakhulu emhlabeni, oluthatha isikhundla esiphambili ezindaweni ezintsha zokusekela amandla emhlabeni jikelele. Kodwa-ke, imboni isabhekene nezinselele ezisobala. Emhlabeni jikelele, amaphethini okuhwebelana komhlaba wonke ayashintsha njalo, futhi uchungechunge lokuhlinzekwa kwezimboni luya ngokuya luba lwesifunda futhi luba lwendawo, okuphakamisa izidingo eziphakeme zokuhlelwa kwamanye amazwe kwamabhizinisi amabhethri aseShayina. Ekhaya, obunye ubuchwepheshe bamabhethri ayisisekelo busenamaphutha, ucwaningo lobuchwepheshe olubheke phambili ludinga ukuqiniswa ngokwengeziwe, futhi kunezingqinamba ezisobala ekuxhumaneni kokusetshenziswa kabusha kwamabhethri kagesi osekuphelelwe yisikhathi kanye nokusetshenziswa kabusha kwawo.

Ngokusho kombiko oyinhloko okhishwe engqungqutheleni, intuthuko yesikhathi esizayo yamabhethri kagesi e-lithium aseShayina izogxila ezindleleni ezintathu ezinkulu: ukulawulwa kokuphepha kwamabhethri okusebenza ngokugcwele, ukunikezwa amandla kwe-AI embonini egcwele, kanye nokukhiqizwa okuluhlaza kanye nokukhiqizwa kwe-carbon ephansi emjikelezweni wempilo yonke. Okubaluleke kakhulu, imboni isiqinisekisile ngokusemthethweni indlela yobuchwepheshe bamabhethri amabili yamabhethri okugcina amandla kanye namandla esikhathini esizayo, okuzosekela ngokubambisana ukuthuthukiswa okuphindaphindiwe kwemboni entsha yamandla.

Izinga Lomhlaba Wonke Lokuqala Le-IEC Lamazwe Ngamazwe Lamabhethri Aqinile Aholwa YiShayina

Esinye sezici ezivelele kakhulu kulo mhlangano ukusungulwa ngokusemthethweni kwesilinganiso sokuqala samazwe ngamazwe sebhethri eliqinile emhlabeni. Isiphakamiso sesilinganiso se-IEC esiholwa yiShayina samukelwe ngempumelelo, ochwepheshe abavela eJapane, eNingizimu Korea, eFrance nakwamanye amazwe amakhulu ebhethri behlanganyela ekuthuthukisweni okuhlangene. Lokhu kuphawula ukuthi ukuqoqwa kobuchwepheshe bebhethri eliqinile laseShayina kanye namakhono amasha okusekela imboni yamandla kuye kwaqashelwa ngokugcwele yimboni yomhlaba wonke.

Ngaphambi kokuba kukhishwe indinganiso ehlanganisiwe, imboni yamabhethri e-solid-state yomhlaba wonke yayisesimweni esixakile ngemizila yobuchwepheshe eyahlukahlukene kanye nemininingwane yokuhlola engaguquki, okwaholela ekusetshenzisweni okuphindaphindiwe kokwakhiwa kanye nezinsizakusebenza. Indinganiso entsha yomhlaba wonke ichaza ngokufanayo amagama ebhethri e-solid-state, izimo zokuhlola kanye nezindlela zokuhlola, ihlinzeka ngesilinganiso sobuchwepheshe esihlanganisiwe sabenzi bezimoto zomhlaba wonke kanye nabakhiqizi bamabhethri. Izosheshisa kakhulu ukuthuthukiswa kwamabhethri e-solid-state aphephile kakhulu futhi asebenza isikhathi eside, futhi ikhuthaze ukuthuthukiswa kwemboni yezimoto ezintsha zamandla emhlabeni jikelele.

Kuyaphawuleka ukuthi ibhethri le-solid-state lomhlaba wonke lisesesigabeni socwaningo nentuthuko kanye nokuhlolwa kwesilingo, futhi ukukhiqizwa okukhulu akukakaqalwa. Nakuba iShayina ihola ekubekeni amazinga omhlaba wonke, ithrekhi yebhethri le-solid-state lomhlaba wonke isesesigabeni sokuqala sokuncintisana, futhi impumelelo yokugcina kwezobuchwepheshe kanye nokufika kokukhiqizwa okukhulu kusadinga ukuhlaziywa okuqhubekayo kobuchwepheshe kanye nokuqinisekiswa kobunjiniyela.

Ukuthuthukiswa Kwezimboni Zamabhethri E-Sodium-ion Kungena Esigabeni Sokukhula Okusheshayo

Ngokungafani nomjikelezo wesikhathi eside we-R&D wamabhethri e-solid-state, imboni yamabhethri e-sodium-ion iqale ngokusemthethweni kusukela ku-1 kuya ku-N ngo-2026. Esigabeni sokuqala, ukuthuthukiswa kwamabhethri e-sodium-ion kwakuqhutshwa kakhulu ukuguquguquka kwentengo ye-lithium, okuhlose ukuxazulula imikhawulo yemithombo yamabhethri e-lithium. Njengamanje, umqondo oqhuba imboni uye washintsha kakhulu, futhi amabhethri e-sodium-ion asuse ngokuphelele ukuncika ezindleleni zentengo ye-lithium.

Ngasohlangothini lokuphakelwa, abakhiqizi bamabhethri abahamba phambili sebeqedile ukuqinisekiswa kobuchwepheshe kanye nokuphindaphinda kokukhiqizwa kwesisindo kusukela ngo-2025 kuya ku-2026. I-CATL isayine ngokulandelana ama-oda okubambisana okugcina amandla esikhathi eside angu-60GWh futhi ithole ama-oda ebhethri le-sodium-ion aphesheya kwezilwandle angu-7GWh, okuqinisekisa ngokugcwele ukuthi kungenzeka yini ubunjiniyela kanye nenani lezentengiselwano lemikhiqizo yebhethri le-sodium-ion.

Ngasohlangothini lokufunwa, imakethe ishintshe kusukela ekusetshenzisweni kwezindleko kuya ekusebenzeni okuqhutshwa yisimo. Amabhethri e-Sodium-ion anezinzuzo ezihlukile njengokusebenza kahle kakhulu ekushiseni okuphansi, ikhono lokushaja okusheshayo, ukuphepha okuphezulu kwangaphakathi kanye nokuphila isikhathi eside. Afaneleka kakhulu amandla okusekela e-AIDC, izinhlelo zokugcina amandla ezinkulu, izimoto zamandla amasha zezinga le-A00 kanye nezimoto zesimo sezulu ezisezingeni eliphansi. Ngezinsizakusebenza ze-sodium ezicebile kanye nezindleko zokukhiqiza eziphansi, amabhethri e-sodium-ion abe yisengezo esibalulekile kumabhethri e-lithium emakethe entsha yokugcina amandla kanye nebhethri lamandla.

Isiphetho

Ingqungquthela Yebhethri Lamandla Omhlaba ka-2026 icacise iphethini yokuthuthukiswa kwezindlela ezimbili embonini yamabhethri kagesi omhlaba wonke. Esikhathini esifushane, ibhethri le-sodium-ion lizoncika ezinzuzweni zezindleko kanye nezimo ukuze kufezwe ukukhiqizwa kwezimboni okusheshayo kanye nokukhululwa kwamandla. Esikhathini esiphakathi nesikhathi eside, ibhethri le-solid-state lizohola inguquko elandelayo yezobuchwepheshe yamabhethri amasha amandla anobuningi bamandla aphezulu kanye nokuphepha okuphezulu. Ngenkathi iqhubeka nokuhlanganisa izinzuzo zochungechunge lwemboni yamabhethri kagesi, iChina izothumela phambili amazinga obuchwepheshe ahlanganisiwe omhlaba wonke ukukhuthaza intuthuko enempilo neqhubekayo yemboni yamabhethri amasha omhlaba wonke.