Mtengo wa Batri ya Lithium H2 2025-2026 — Yendetsani Mtengo Mwanzeru

Gawo lachiwiri la chaka cha 2025 ndi nthawi yofunika kwambiri yosinthira unyolo wa makampani opanga mabatire a lithiamu padziko lonse lapansi. Lithium carbonate ya mtundu wa batri, yomwe yakhala pamlingo wotsika kwa nthawi yayitali, yatsika kwambiri ndipo yakweranso mwamphamvu, kuyambitsa kuzungulira komveka bwino. Izi zakweza mwachindunji ndalama zogulira mabatire a lithiamu ndi mabatire osungira mphamvu m'nyumba, kukhala malo ofunikira kwambiri padziko lonse lapansi. Pofika mu Marichi 2026, lithiamu carbonate ya mtundu wa batri yakwera kuchoka pa 75,000 RMB pa tani mu Julayi 2025 kufika pa 157,000 RMB pa tani, ikukwera ndi pafupifupi 109% m'miyezi isanu ndi itatu yokha. Yaphwanya kwathunthu njira yotsika mtengo yomwe yakhalapo kwa nthawi yayitali mumakampaniwa, ikubweretsa zovuta zatsopano zowongolera mtengo ndi kugula kwa ogula padziko lonse lapansi, ogulitsa ndi ogwiritsa ntchito.

Kusinthasintha kwa mitengo kumeneku kumachitika chifukwa cha zinthu zosiyanasiyana zomwe zimagwirizanitsidwa mbali zonse ziwiri zoperekera ndi zomwe zimafunidwa. Kumbali yopereka, migodi ya lithiamu padziko lonse lapansi sikukwaniritsa zomwe zimayembekezeredwa, ndipo kuwongolera kwambiri kutumiza kunja kwa lithiamu ku Zimbabwe kumalepheretsanso kupezeka kwa zinthu zopangira. Pakadali pano, zinthu zomwe zili m'mafakitale onse zikupitirirabe kukhala zotsika kwa zaka zitatu, zomwe zikuwonjezera kusinthasintha kwa mitengo. Kumbali yofuna, kufunikira kwapadziko lonse kwa mphamvu zosungiramo nyumba ndi zamalonda & mafakitale kukuchulukirachulukira, ndi kuyika kwa mabatire osungiramo mphamvu a 5kWh ndi 10kWh m'nyumba, kuphatikiza kuyambiranso kwa msika wa mabatire amphamvu. Zofunikira ziwirizi zapanga mgwirizano wolimba pakati pa kufunikira kwa lithiamu carbonate. Mabungwe angapo odalirika padziko lonse lapansi akulosera kuti mitengo ya lithiamu carbonate idzakhalabe yokwera komanso yosasinthasintha mu 2026, ndi kukwera mtengo kosatha pazinthu zomalizidwa za mabatire a lithiamu.

Kukumana ndi mitengo yokwera mosalekeza ya zinthu zopangira, kudikira mosazindikira kapena kulamula mwachangu si chisankho chanzeru. Monga katswiri wopanga magwero a lithiamu batire PACK, ODIPIE imapereka upangiri wothandiza wogula kwa makasitomala apadziko lonse lapansi kutengera zaka zambiri zomwe akhala akuchita mumakampani: Ikani patsogolo mafakitale opangira zinthu okhala ndi maunyolo okhazikika ndikusaina maoda ogwirizana kwa nthawi yayitali kuti mupewe zoopsa zina zamitengo; Sankhani opanga omwe amathandizira kusintha kwakukulu kwa OEM/ODM kuti akonze bwino kasinthidwe kazinthu ndikuwongolera ndalama zonse pamene akutsimikizira chitetezo chazinthu ndi mtundu wake; Komanso yang'anani ziphaso zovomerezeka zapadziko lonse lapansi monga ISO9001:2015 kuti zitsimikizire mtundu wokhazikika wazinthu komanso kutumiza kodalirika panthawi yogula zinthu zokwera mtengo. Ndi kupanga kwakukulu, njira zokhazikika zoperekera zinthu zokwera komanso kuwongolera bwino kwambiri khalidwe, ODIPIE imapereka makasitomala apadziko lonse lapansi mabatire osungira mphamvu okhala ndi 5kWh/10kWh/16KWh ndi mayankho a lithiamu osinthidwa, kuthandiza makasitomala kuthana ndi kusinthasintha kwa msika bwino, kutsatira mzere wazinthu zotetezeka komanso zapamwamba, ndikukwaniritsa mgwirizano wokhazikika komanso wopambana kwa nthawi yayitali.