Msika wa batri waku China: chiwonetsero chakukula kwamphamvu kwatsopano

Kuchita bwino kwapakhomo

Mu gawo loyamba la 2025, Msika wa batri wamagetsi waku China udawonetsa kulimba mtima komanso kukwera kwamphamvu, ndikuyika komanso zotumiza kunja zidakwera kwambiri. Malinga ndi ziwerengero zochokera ku China Automotive Power Battery Industry Innovation Alliance, kuchuluka kwa mabatire amagetsi apanyumba kunafika ku 130.2 GWh modabwitsa, kuwonjezeka kwa chaka ndi chaka ndi 52.8%, ndikukhazikitsanso kukweza kwatsopano kuyambira kotala loyamba la 2020. Panthawi imodzimodziyo, katundu wa batri wamagetsi adakwera mpaka 37.2-year, kuwonjezeka kwa chaka cha 37.8. Izi zikuwonetsa kukula kwamphamvu kwaGalimoto yatsopano yamagetsi yaku China industry ndikukwera kwake kwa mpikisano pamsika wapadziko lonse lapansi.

Chifukwa cha njira zingapo zothandizira boma, kuchuluka kwa magalimoto olowera m'nyumba zatsopano kwakwera mpaka 51.1%. Njira monga kuchotsera ndi kukonzanso, zakale kwa zatsopano, ndi kusapereka msonkho wogulira magalimoto atsopano zalimbikitsa kufunikira kwa ogula. Katswiri wa zamakampani Zhang Jinhui akulosera kuti ndi kuwonjezereka kwa magetsi, kuchuluka kwa magalimoto atsopano olowera magetsi kukuyembekezeka kupitirira 55% pofika chaka cha 2025. Izi sizimangosonyeza kutsimikiza mtima kwa China kupanga mwamphamvu magalimoto atsopano amagetsi, komanso kumasonyeza masomphenya a dziko la kayendetsedwe ka kayendetsedwe ka kayendetsedwe kake.

Kusintha kwa Market Dynamics

Kusanthula mozama msika wa batri yamagetsi kukuwonetsa kuti kugawa kwa mitundu ya batri kwasintha kwambiri. Mabatire a Lithium iron phosphate (LFP) akupitirizabe kulamulira, ndi mphamvu zowonjezera zomwe zimafika ku 105.2 GWh m'gawo loyamba, zomwe zimawerengera 80.8%, kuwonjezeka kwa chaka ndi 93.6%, kuwonjezeka kodabwitsa. Mosiyana ndi izi, mphamvu yoyika ya mabatire a ternary inali 25 GWh, zomwe zimawerengera 19.2%, kuchepa kwa chaka ndi 19%. Ndi chitetezo chake komanso mtengo wake, mabatire a lithiamu iron phosphate akhala akulamulira msika wapakhomo kuyambira Julayi 2021, kuwonetsa kupikisana kwamphamvu motsutsana ndi zomwe amakonda kusintha ogula.

Kuyang'ana padziko lonse lapansi, ngakhale kuchuluka kwa kuchuluka kwa magalimoto amagetsi atsopano kwatsika, kugogomezera kutsika mtengo kwapangitsa kuti opanga magalimoto apadziko lonse lapansi azikonda kwambiri mabatire a lithiamu iron phosphate. Opanga ambiri monga Tesla, Volkswagen, Mercedes-Benz, ndi BMW onse akukonzekera kuwonjezera gawo la msonkhano wa mabatire a lithiamu chitsulo mankwala, kuwonetsa kuzindikira kwawo kwakukulu kwaukadaulo. Kuphatikiza apo, opanga mabatire akunja monga LG Energy Solution, Samsung SDI, ndi SK On ayambanso kugwiritsa ntchito ukadaulo wa batri wa lithiamu iron phosphate kuti apititse patsogolo chitukuko chake. Komabe, ndiyenera kudziwa kuti mabatire a ternary akulamulirabe msika wapadziko lonse lapansi, zomwe zimatumizidwa kunja zimawerengera 60,9%, kuwonjezeka kwa chaka ndi chaka kwa 31,9%, pomwe kuchuluka kwa mabatire a lithiamu iron phosphate ndi 9,3% yokha.

Utsogoleri Wamakampani ndi Chikoka Padziko Lonse

Pampikisano wamsika wamsika wamagetsi aku China, CATL ndi BYD akupitilizabe kukhala ndi udindo waukulu. CATL imakhala ndi malo otsogola pamakhazikitsidwe onse a lithiamu iron phosphate ndi ternary power battery, ndi magawo amsika a 38.49% ndi 69.46% motsatana. BYD imayang'ana kwambiri pamagetsi amagetsi amagetsi ake atsopano, komanso kukulitsa mabatire ake kwa opanga ma automaker odziwika bwino. Malo ampikisanowa samangolimbikitsa zatsopano, komanso amawongolera mtundu wonse komanso luso la mabatire aku China.

Msika wa batri wamagetsi waku China ukukulirakulira, ndipo mphamvu zake zimapitilira malire ake. Kutumiza kwa mabatire amphamvu kunja kwadzetsa ndalama zambiri zakunja, kulimbikitsa chitukuko cha mafakitale ogwirizana, komanso kulimbikitsa kukula kwachuma. Kuphatikiza apo, mpikisano pamsika wapadziko lonse lapansi wapangitsanso opanga mabatire aku China kuti awonjezere kafukufuku wawo ndi chitukuko, potero amalimbikitsa luso laukadaulo. Kugwiritsiridwa ntchito kofala kwa mabatire amagetsi kumathandizanso kwambiri kuchepetsa kudalira mafuta achilengedwe, kuchepetsa mpweya wotenthetsa dziko lapansi, ndi kulimbikitsa chitukuko chokhazikika cha chilengedwe padziko lonse.

Kupitilira utsogoleri wa China mu mabatire agalimoto yamagetsi kumapereka mwayi wogwirizana padziko lonse lapansi mu gawo latsopano lamagetsi. Kutumiza kwa mabatire amphamvu kumalimbikitsa kusinthana kwaukadaulo ndikugawana zida, ndikuthandizira kuthana ndi zovuta zapadziko lonse lapansi. Kuphatikiza apo, malo otsogola ku China pantchitoyi amakulitsa chikoka chake pakuwongolera mphamvu padziko lonse lapansi, ndikupangitsa kuti ikhale gawo lalikulu pakukonza tsogolo lamayendedwe okhazikika.

Mwachidule, kugwira ntchito mwamphamvu kwamakampani amagetsi atsopano aku China komanso msika wake wamabatire amphamvu zikuwonetsa kudzipereka kwa China pachitukuko chokhazikika. Pamene dziko likutembenukira ku mphamvu zobiriwira, mayiko akuyenera kuzindikira ndi kuthandizira kupita patsogolo kwa China pankhani ya magalimoto atsopano. Polimbikitsa mgwirizano ndi zatsopano, tikhoza kupanga tsogolo lokhazikika komanso lobiriwira.

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