Masana'antar batirin lithium gabaɗaya tana samun kyawu.
A cikin rabin farko na 2026, masana'antar sarrafa batirin lithium ta cikin gida ta ba da aikin da ya wuce tsammanin kasuwa.
Sabbin bayanan masana'antu sun nuna cewa jimlar samar da na'urorin lantarki na graphite a China daga watan Janairu zuwa Yuli ya karu da fiye da kashi 52% na shekara{1}}a - shekara, kuma jimilar jigilar kayayyaki ta karu da kashi 64% a shekara{4}}a- shekara. Ana sa ran adadin jigilar kayayyaki na shekara zai wuce tan miliyan 3.
Haɓaka haɓakar jigilar kayayyaki na babban{0}}ƙarshen caji mara kyau na samfuran lantarki tare da 4C zuwa sama ya zarce matsakaicin masana'antu. Jadawalin tsari na manyan kamfanonin batir na ƙasa gabaɗaya ya ƙara zuwa ƙarshen kwata na uku, kuma wasu mahimman nau'ikan ma sun sami matsananciyar yanayin wadata na "jiran isarwa".
Matsakaicin shigar siliki - na'urorin lantarki mara kyau za su ƙaru daga kashi 10% zuwa 25%, kuma samfuran caji mai sauri{3} suna cikin ƙarancin wadata, tare da cikakkun umarnin masana'antu.
Waƙar mara kyau, da zarar an yi mata lakabi da 'ƙarfin ƙarfi', yanzu tana fuskantar babban haɓaka{0}}ƙarshen haɓakawa, gabaɗaya tana sake fasalin kayan aiki{1}}ƙirar buƙata.
Bukatar fashewa: Yin caji da sauri ya zama injin haɓakar masana'antu
Yunƙurin buƙatar manyan na'urorin lantarki masu ƙarfi{0}}ƙarshen caji mara kyau a wannan zagayen ba gajeriyar hanya ce ta kasuwa ba, amma sakamakon da ba makawa ne na ƙarar buƙatu a fagage da yawa.
A gefe guda, yanayin yin caji cikin sauri a cikin sabuwar kasuwar abin hawa makamashi ba zai iya jurewa ba. Daga cikin manyan samfuran da aka ƙaddamar da su a cikin 2026, adadin samfuran da ke goyan bayan babban 800V- dandali na wutar lantarki ya zarce 60%, kuma daidaitaccen adadin shigar 4C da sama da batirin caji mai sauri ya ƙaru cikin sauri, kai tsaye yana haifar da buƙatar babban{{6}ƙarshen caji mara kyau na lantarki don fashewa.
A gefe guda kuma, ana ci gaba da fitar da buƙatun tsarin kasuwar ajiyar makamashi. Dogon sake zagayowar, manyan batura masu ajiyar makamashi suna da buƙatu mafi girma don ƙarancin ƙima da ƙimar ƙimar kayan lantarki mara kyau. Kayayyakin graphite na yau da kullun ba za su iya cika ƙa'idodin fasaha na sabon ƙarni na batirin ajiyar makamashi ba.
Daga mahangar tsarin tsari na ƙasa, shekarar {{0}kan{1}} shekara na haɓakar saurin caji mara kyau na siyan na'urar lantarki ta manyan kamfanonin batir mai ƙarfi gabaɗaya ya zarce kashi 80%, kuma wasu manyan masana'antar batir sun ɗaga manufar sayan su don saurin caji mara kyau na lantarki sau biyu a 2026.
Bayanan bincike na masana'antu sun nuna cewa kason kasuwa na cikin gida na caji mara kyau na lantarki zai karu daga kashi 32% a shekarar 2025 zuwa sama da kashi 50 cikin 100 a shekarar 2026, kuma girman kasuwan -kayayyakin caji mai sauri zai wuce yuan biliyan 30 a duk shekara, wanda zai zama babban injin da ke haifar da ci gaban masana'antar gurbataccen lantarki.
Akasin haka, ƙimar haɓakar buƙatu don ƙananan samfuran wutar lantarki mara kyau na ƙarshe ya kasance kusan kashi 20% kawai, kuma wasu ƙarancin ƙima masu ƙima{2}}ƙaramar samarwa sun sami ƙarancin ƙimar aiki, yana ƙara tsananta bambance-bambancen tsarin buƙatar masana'antu.
Bangaren samarwa: Sakin babban ƙarfin samarwa{0}} ya yi ƙasa da abin da ake tsammani
Yayin da buƙatu ke ƙaruwa cikin sauri, ɓangaren samar da manyan na'urorin lantarki marasa saurin caji{0}} yana fuskantar maƙarƙashiya iri-iri, wanda kai tsaye ke haifar da halin da ake ciki na ƙarancin wadata a kasuwa.
Ba kamar samfuran lantarki mara kyau na yau da kullun ba, high{0}}ƙarshen caji mara kyau mara kyau yana da matuƙar madaidaicin ƙofa don zaɓin ɗanyen abu, sarrafa tsari, da fasahar jiyya: ba wai kawai ana buƙatar amfani da coke mai ƙaƙƙarfan sulfur low sulfur coke ba, amma gyare-gyare na musamman da tsarin sarrafa pore kuma ana buƙata don cimma buƙatun aiwatar da saurin aiwatarwa. Yana ɗaukar aƙalla watanni 18 daga gina sabon ƙarfin samarwa don samar da kwanciyar hankali, kuma ba saurin faɗaɗawa cikin ɗan gajeren lokaci ba.
A lokaci guda, ainihin tsari na samar da wutar lantarki mara kyau, graphitization, har yanzu yana da tsauraran matakan amfani da makamashi da wutar lantarki.
Kasa da kashi 30% na sabbin damar samar da graphitization a kasar Sin a cikin 2026 na iya samar da samfuran caji cikin sauri, kuma babban adadin sabbin damar da aka fitar na iya samar da wutar lantarki na yau da kullun ko makamashi mara kyau, wanda ba zai iya biyan bukatun manyan samfuran{2}} na ƙarshe ba.
Wannan ya haifar da sabani na tsari inda gabaɗayan ƙarfin samar da masana'antar ke da alama ya isa, amma ingantaccen ƙarfin samarwa{0}} ƙarshe yana da ƙarancin gaske.
Bisa kididdigar da kungiyoyin masana'antu suka yi, karfin samar da wutar lantarki mai karfin 4C da sama da sauri na caji mara kyau na lantarki da ke bin ka'idoji a kasar Sin bai kai tan 800000 ba, wanda ya yi kasa da bukatar kasuwa sama da tan miliyan 1 na tsawon shekara guda. Samuwar{4}}Tazarar buƙatu ya zarce tan 200000, wanda kuma shine ainihin dalilin cikar umarni na yanzu tsakanin manyan kamfanoni.
Manyan masana'antu suna fadada gibin gasa
Juyawar tsarin samarwa da buƙatu ya haifar da maido da riba kai tsaye a cikin masana'antar lantarki mara kyau.
Tun daga kwata na biyu na 2026, farashin kasuwa mai girma{1}}ƙarshen caji mara kyau na lantarki ya ƙaru da kashi 15% -20% idan aka kwatanta da farkon shekara, kuma wasu samfuran ƙima masu girman gaske sun karu da fiye da 30%. Duk da haka, farashin samar da manyan kamfanoni masu haɗin gwiwa bai ƙaru sosai ba, kuma yawan ribar da ake samu na samfuran ya sake dawowa daga ƙasa da 15% a daidai wannan lokacin a bara zuwa sama da 25%. Adadin ribar da wasu manyan masana'antu ke yi masu saurin caji ya haura kashi 30 cikin 100, lamarin da ya sauya yanayin da ya gabata na gasa mai rahusa a masana'antar.
Yayin wannan tsari, ana ƙara haɓaka fa'idar gasa na manyan kamfanoni.
Daga hangen nesa na yanzu, ana sa ran karancin samar da manyan na'urori masu caji mara sauri{0}} zai ci gaba aƙalla har zuwa rabin farkon shekarar 2027. Masana'antar ta yi bankwana da gasar iya aiki mai sauƙi da ta gabata kuma ta koma ga cikakkiyar gasa ta fasaha, tsari, da sarkar samarwa.
Kamfanonin da za su iya ci gaba da ƙaddamar da babban farashi, dogon zagayowar, ƙanana{0}}samfuran masu caji cikin sauri a nan gaba za su ci gaba da karɓe hannun jarin kasuwa kuma su ji daɗin ci gaban da aka samu ta hanyar babban rabo{1}} a wannan zagaye na haɓaka masana'antu.
