Ngo-2023, ukuthunyelwa kwe-lithium yebhetri ye-lithium ye-cathode ye-lithium yathunyelwa kwi-2.476 yezigidi zeetoni, kunye nesantya sokungena malunga ne-70% ye-lithium iron phosphate.

Kutshanje, amaziko ophando i-EVTank, i-Ivy Economic Research Institute, kunye ne-China Battery Industry Research Institute ngokudibeneyo bakhuphe iPhepha leNgcaciso yoMgaqo-nkqubo woPhuhliso lweLithium ion yeBattery Positive Electrode Materials Industry (2024).Ngokwezibalo zephepha elimhlophe, umthamo wokuthunyelwa kwezinto ezilungileyo ze-electrode kwiibhetri ze-lithium-ion e-China zaziyi-2.476 yezigidi zeetoni ngo-2023, ukunyuka konyaka-ngonyaka we-27.2%, kubonisa ukuhla okukhulu xa kuthelekiswa no-2022.
IPhepha leNgcaciso yoMgaqo-nkqubo kuPhuhliso lwe-Lithium ion yase-China yeBattery Positive Electrode Materials Industry (2024)
Ngokutsho kwedatha ye-EVTank, kwi-2023, umthamo wokuthunyelwa kwezinto ze-lithium iron phosphate cathode e-China yafikelela kwi-1.638 yezigidi zeetoni, ukunyuka konyaka-ngonyaka we-43.4%;Umthamo wokuthunyelwa kwezinto ze-ternary wawuyi-664000 yeetoni, ukunyuka okuncinci kwe-0.9% unyaka nonyaka;Umthamo wokuthunyelwa kwe-lithium cobalt oxide wawuyi-80000 yeetoni, ukunyuka konyaka-ngonyaka we-2.6%;Umthamo wokuthunyelwa kwe-lithium manganese oxide wawuyi-94000 tons, ukunyuka konyaka-ngonyaka we-36.2%;Isabelo semarike se-lithium iron phosphate cathode material kuyo yonke i-cathode material market ifikelele kwi-66.1%, inyuka ngakumbi xa kuthelekiswa no-2022.
IPhepha leNgcaciso yoMgaqo-nkqubo kuPhuhliso lwe-Lithium ion yase-China yeBattery Positive Electrode Materials Industry (2024)
Ngokwexabiso lemveliso, iphepha elimhlophe libonisa ukuba ixabiso lilonke lemveliso yemveliso ye-electrode efanelekileyo yaseTshayina ngo-2023 yayiyi-322.16 yeebhiliyoni zeeyuan, ukwehla konyaka-ngonyaka ngama-26.6%.
Ngokutsho kohlalutyo lwe-EVTank, ngo-2023, ukuhla kwamaxabiso esinyithi anyukayo kuye kwabangela ukuhla kwamaxabiso ezinto ezahlukeneyo ze-electrode ezintle.Phakathi kwazo, ixabiso eliqhelekileyo lonyaka lezinto ze-lithium iron phosphate positive electrode liye lehla ukusuka kwi-145000 yuan / ton ngo-2022 ukuya kwi-85000 yuan / toni ngo-2023. Ixabiso eliqhelekileyo lonyaka lezinto ezintle ze-electrode, kubandakanywa izinto ze-ternary, izinto ze-lithium cobalt oxide, kunye izinto ze-lithium manganese oxide, zonke ziye zafumana ukwehla okubalulekileyo konyaka nonyaka.
IPhepha leNgcaciso yoMgaqo-nkqubo kuPhuhliso lwe-Lithium ion yase-China yeBattery Positive Electrode Materials Industry (2024)
Ngokwembono yokuthunyelwa kweshishini, i-Hunan Yuneng, inkampani ye-lithium iron phosphate cathode, kunye ne-Rongbai Technology, inkampani ye-ternary cathode yezinto, ibekwe kwindawo yokuqala ngezabelo zemarike eziphantse zibe yi-30% kunye ne-15%, ngokulandelanayo.
Phakathi kwabo, amashishini alishumi aphezulu malunga nomthamo wokuthunyelwa kwe-lithium iron phosphate materials ngo-2023 abandakanya i-Hunan Yuneng, i-Defang Nano, i-Wanrun Energy, i-Longpan Technology, i-Rongtong High tech, i-Youshan Technology, i-Guoxuan High tech, i-Jintang Times, i-Anda Technology, kunye Jiangxi Shenghua.Phakathi kwabo, amashishini asanda kungena alishumi aphezulu yiYoushan Technology kunye neJintang Times.
Iinkampani ezilishumi eziphezulu malunga nomthamo wokuthunyelwa kwezinto ze-ternary ngo-2023 ziquka i-Rongbai Technology, i-Tianjin Bamo, i-Dangsheng Technology, i-Changchang Lithium Technology, i-Nantong Ruixiang, i-Beiterui, i-Guangdong Bangpu, i-Xiamen Tungsten amandla amatsha, i-Guizhou Zhenhua, kunye ne-Yibin Lithium Treasure. I-Yibin Lithium Treasure yeyona nkampani ilishumi iphezulu.Inkampani yemathiriyeli yeLithium cobalt oxide i-Xiamen Tungsten Amandla amatsha kunye nenkampani yemathiriyeli ye-lithium manganese oxide iBoshi High tech ibekwe kwindawo yokuqala ngezabelo zemarike ezingaphaya kwe-40% kunye ne-30% ngokulandelelanayo.
Kwiphepha elimhlophe, i-EVTank yenze uphando oluneenkcukacha kunye nohlalutyo malunga nomthamo wokuthunyelwa kunye nobungakanani bemarike yeendidi ezahlukeneyo zezinto ezilungileyo ze-electrode kwihlabathi jikelele nase China, iindlela zamaxabiso eendidi ezahlukeneyo zemathiriyeli ye-electrode elungileyo, indawo ekhuphisanayo yeendidi ezahlukeneyo ze-electrode elungileyo. amashishini ezinto eziphathekayo, isinyithi esinyukayo, i-midstream precursors, kunye nemimandla yesicelo esisezantsi semathiriyeli ye-electrode efanelekileyo, kunye nommeli okhethiweyo wamashishini e-electrode efanelekileyo ukwenzela uphando lokulinganisa.Ngesi siseko, i-EVTank yenza uqikelelo olukhangele phambili kwiimpahla zehlabathi kunye neTshayina kwiindidi ezahlukeneyo zezinto ezilungileyo ze-electrode ukusuka kwi-2024 ukuya kwi-2030 kwiphepha elimhlophe.