1. Shirkadaha ugu sarreeya kaydinta tamarta ayaa xoojiya
Marka loo eego sifooyinka horumarinta warshadaha kaydinta tamarta, qaab horumarineed ayaa la sameeyay, oo leh baytariyada fosfooraska birta ee lithium sida dariiqa ugu muhiimsan, baytariyada sodium-ion si degdeg ah u hagaajinaya beddelka qayb ahaan, iyo wadooyin kala duwan oo batari ah oo midba midka kale kabo.Baahida sii kordheysa ee kaydinta degaan iyo baaxad weyn, qaan-gaarnimadabatteriga kaydinta tamarta tignoolajiyada waa la sii horumarin doonaa, waxaana la filayaa in kharashka batteriga hoos u dhaco.Guud ahaan warshadaha batteriga kaydinta tamarta ayaa ah mid aad u xoog badan, iyada oo shirkadaha hormuudka ah ay ku jiraan saami weyn oo suuqa ah.
2. beddelayaasha kaydinta tamarta oo si degdeg ah u koraya
Waqtigan xaadirka ah, mugga shixnadaha ee beddelayaashu waxay sii wadaan inay si degdeg ah u koraan, iyada oo kuwa-rogayaasha yaryar ay ku xisaabtamayaan qayb weyn.Dhexdhexaadiyaha beddelka ayaa inta badan bixiya beddelayaasha kaydinta tamarta ee ku habboon xaaladaha codsiyada kala duwan, laakiin ma jiro hoggaamiye suuq oo dhammaystiran.Iyada oo la sii daayay kaydka tamarta weyn ee Shiinaha iyo furitaanka suuqa kaydinta baaxadda weyn ee dibadda,kaydinta tamarta ganacsiga beddelka ayaa la filayaa inuu galo muddo la dardargeliyey.
3. Qaboojinta kaydinta tamarta ayaa si joogto ah u koraysa
Iyada oo horumarka joogtada ah ee suuqa kaydinta tamarta korantada, suuqa xakamaynta heerkulka ayaa sidoo kale la kulmay koboc sare.Mustaqbalka, tirada sii kordheysa ee codsiyada kaydinta tamarta sare iyo heerka sare, faa'iidooyinka nidaamyada qaboojinta dareeraha leh waxtarka kuleylka sarreeya iyo xawaaraha degdega ah ayaa noqon doona mid caan ah, dardargelinta dhexgalka.Marka la barbardhigo hababka qaboojinta hawada, nidaamyada qaboojinta dareeraha waxay bixiyaan nolol batari oo waara, waxtar sare leh, iyo xakamaynta heerkulka saxda ah.Waxaa la saadaaliyay in 2025, heerka dhexgalka ee hababka qaboojinta dareeraha uu gaari doono 45%.
4. Xidhiidhka ka dhexeeya kaydinta guriga shisheeye, kaydinta baaxadda weyn ee gudaha.
Nidaamyada kaydinta tamarta waxaa loo qaybiyaa codsiyada hore ee mitirka iyo gadaasha-mitirka.Codsiyada hore ee mitirka ayaa aad u baahsan, iyadoo Shiinaha, Mareykanka, iyo Yurub ay inta badan diiradda saaraan ganacsiyada hore ee mitirka.Dalka Shiinaha, codsiyada hore ee mitirka ayaa lagu tiriyaa 76% saamiga kaydinta tamarta gudaha sanadka 2021. Meheradaha mitirka gadaale waxay ku kala duwan yihiin diiradda wadamada, iyadoo heerka dhexgalka ee 10% kaydinta baaxadda weyn Shiinaha iyo 5% kaydinta guryahaSuuqyada dibadda waxay inta badan diirada saaraan kaydinta guryaha.2021, awoodda lagu rakibay kaydinta tamarta degaanka ee Maraykanka ayaa kordhay 67%, halka kaydinta tamarta ganacsiga iyo warshadaha ay hoos u dhacday 24%.
5. Falanqaynta Suuqa Kaydinta Tamarta
Sanadihii la soo dhaafay, horumaro la taaban karo ayaa laga sameeyay tignoolajiyada cusub ee kaydinta tamarta sida baytariyada lithium-ion, baytariyada socodka, baytariyada sodium-ion, kaydinta tamarta hawada cadaadisay, iyo kaydinta tamarta cuf.Warshadaha kaydinta tamarta gudaha ee Shiinaha waxa ay gashay marxalad horumarineed oo kala duwan waxaana la filayaa in ay mustaqbalka noqoto meel hogaamineed caalami ah.
5.1 Beteriyada kaydinta tamarta
Marka la eego baytariyada kaydinta tamarta, awoodda rakibaadda batteriga kaydinta tamarta adduunka iyo heerka kobaca ayaa sii kordhayay sannadba sannadka ka dambeeya, iyadoo baahi weyn loo qabo suuqa batteriga kaydinta tamarta adduunka.Soosaarka baytariyada lithium-ka tamarta ee Shiinaha ee kaydinta tamarta ayaa si isdaba joog ah u kordheysa, waxaana la filayaa in qiimaha baytariyada fosfateed ee lithium birta kiiloowatt-saacba uu hoos u dhaco.Iyada oo ay hogaaminayaan hagida siyaasadda iyo soo-celinta tignoolajiyada warshadaha, suuqa hoose ee baytariyada kaydinta tamarta ayaa leh awood horumarineed oo weyn iyo baahi ballaadhan, taasoo horseedaysa balaadhinta joogtada ah ee baahida batteriga kaydinta tamarta.
5.2 Nidaamyada Beddelka Awoodda
Marka la eego PCS (Nidaamka Beddelka Awoodda), isbeddelka caalamiga ahi wuxuu ku wajahan yahay is-dhexgalka sawir-qaadayaasha kaydinta tamarta, kuwaas oo si aad ah ugu dulmaray rogayaasha xadhkaha goostay ee la deggan yahay.Rogayaasha kaydinta tamarta ayaa leh qiimo qaali ah, iyo heerka dhexgalka microinverters ee suuqa la qaybiyey ayaa la filayaa inuu sii wado inuu soo fiicnaado.Mustaqbalka, marka saamiga qaabaynta kaydinta tamarta korodho, warshadaha PCS-du waxay geli doonaan heer fidin degdeg ah.
5.3 Xakamaynta heerkulka kaydinta tamarta
Marka la eego xakamaynta heerkulka kaydinta tamarta, kobaca sare ee nidaamyada kaydinta tamarta korantada ayaa horseedaya horumarka degdega ah ee xakamaynta heerkulka kaydinta tamarta.Marka la gaaro 2025, cabirka suuqa xakamaynta heerkulka tamarta tamarta korantada ee Shiinaha ayaa la filayaa inuu gaaro 2.28-4.08 bilyan yuan, iyadoo celcelis ahaan kobaca isku dhafka sanadlaha ah ee 77% iyo 91% laga bilaabo 2022 ilaa 2025. Mustaqbalka, oo ah awood sare iyo codsiyada kaydinta tamarta-sare ee kor u kaca, shuruudaha sare ayaa lagu dhejin doonaa xakamaynta heerkulka.Qaboojinta dareeraha ah, sida xal farsamo oo dhexdhexaad ah ilaa-dheer, ayaa la filayaa inay si tartiib tartiib ah u kordhiso heerka gelitaanka suuqa, iyada oo la saadaaliyay 45% saamiga suuqa 2025.
5.4 Ilaalinta dabka iyo kaydinta tamarta
Marka la eego ilaalinta dabka iyo kaydinta tamarta, shirkadaha Shiinaha ee hormuudka ka ah kaydinta tamarta ee nidaamka ilaalinta dabka ayaa qol weyn u leh hagaajinta saamiga suuqa.Hadda, ilaalinta dabku waxay ka dhigan tahay 3% kharashka nidaamka kaydinta tamarta.Iyada oo saamiga sare ee dabaysha iyo tamarta qorraxda ee ku xidhan shabkada, heerka isticmaalka kaydinta tamarta ayaa si degdeg ah u kordheysa, taasoo horseedaysa baahida xooggan ee ilaalinta dabka iyo korodhka u dhigma ee saamiga ilaalinta dabka.
Shiinuhu wuxuu inta badan diiradda saaraa kaydinta tamarta baaxadda weyn, halka suuqyada dibadda ay diiradda saaraan kaydinta tamarta guryaha.Sannadka 2021, saamiga kaydinta tamarta dhinaca adeegsadaha ee kaydinta tamarta cusub ee Shiinaha ayaa gaadhay 24%, taas oo muujinaysa muhiimada ay leedahay.Marka la eego xaaladaha codsiga gaarka ah, ganacsiga gudaha iyo warshadaha iyo jardiinooyinka warshaduhu waxay ku xisaabtamaan aqlabiyad buuxda, oo leh saamiga la isku daray ee in ka badan 80%, taas oo ka dhigaysa codsiyada caadiga ah ee kaydinta tamarta dhinaca adeegsadaha.
Waqtiga boostada: Abriil-27-2023