Imboni yebhethri ibe nokwehla kokusebenza kahle ngoNovemba ngenxa yesidingo esibuthakathaka samakhasimende, okuholele ekwehleni kwezintengo zamabhethri. Izinto zokusetshenziswa ezibalulekile ezifana ne-lithium, i-cobalt, ne-nickel nazo zibone ukwehla kwamanani. Izintengo zamabhethri emoto kagesi e-China, enziwa nge-RMB, zehle cishe ngo-3-4% nyanga zonke, kuyilapho amabhethri omthengi kagesi ehle ngo-2.5% nyanga zonke. Amabhethri okugcina amandla ashayeke kanzima, ehla ngo-6.8% njalo ngenyanga.

Imakethe yokugcina amandla namandla nayo yahlangabezana nesidingo esibuthakathaka, okuholele abakhiqizi bebhethri ukuthi behlise amanani abo okusebenzisa amandla. Ngenxa yalokho, izinga lokusebenza lemboni lilonke lehle ngaphansi kwama-50%. Ezinye izinkampani zicubungula ukwehlisa umkhiqizo noma ukuvalwa komsebenzi ngenxa yokushoda kwama-oda lapho kuqhudelana khona izimakethe.

Ekuphenduleni izingcindezi zokuthunyelwa, abahlinzeki bebhethri abathile behlise izintengo ngamasu ukuze bakhulise ukuthengisa futhi baqedele ukusungula kwabo. Lokhu kuqubule impi yentengo embonini, ephinde yashuba ngoNovemba ngenxa yokungasho lutho kwemakethe yaseChina. Ngalesi sikhathi, amanani aphansi ebhethri esitoreji samandla ehle afinyelela cishe kumayuan angu-0.4 ngeWh ngayinye.

Thumela ifestivali yokuthenga yangomhla ziyi-11 kuNovemba, isidingo samakhasimende sezinto zikagesi ezithengwayo senyukele phezulu, okuphawula ukuqala kwesizini yokuthenga yemakethe. Abakhiqizi bebhethri manje bagxile ekuqedeni izinqwaba zabo. Ngaleso sikhathi, amanani entengo yezinto ezikhuphukayo ezifana ne-lithium ne-cobalt aqhubeka nokwehla ngoNovemba. Izintengo zikasawoti we-lithium, ikakhulukazi, zehle ngaphezu kwe-10%, okuholela ekwehleni kwenyanga kwe-2.5% enanini elimaphakathi lamabhethri e-lithium cobalt, ehle laya ku-RMB6.27/Ah. Lo mkhuba wokwehla kulindeleke ukuthi uqhubeke ngoDisemba.

Isidingo emakethe yokugcinwa kwamandla namandla sisalokhu sintenga engxenyeni yesine yalo nyaka, okuholela ekwehleni okuqhubekayo kwezinga lokusebenzisa amandla abakhiqizi bamabhethri. Lokhu, kungase kunwebe umugqa wesikhathi wezinkampani ukuze zilungise uhlu lwazo, okungase kuholele ekuvalweni kokukhiqiza. Ngokunethezeka kwesidingo somfula, kulindeleke ukuthi izintengo ze-lithium eluhlaza zizoqhubeka nokushelela. Ngisho noma izinga lokukhula kokuhlinzeka liyancipha, izinga lokunciphisa isidingo esingaphansi komfula lizolidlula, lidale isimo sesikhathi esifushane sokuhlinzeka ngensalela emakethe yebhethri lamandla.

Uma sibheka ngaphambi kuka-2024, kulindeleke ukuthi isidingo siqhubeke sintenga engxenyeni yokuqala yonyaka ozayo, kanti ukubuyiselwa kwemali okulindelekile okungenzeka kubambezeleke kuze kube ikota yesibili. Abahlinzeki balungiselela ukusheshisa ukusulwa kwamandla okukhiqiza ngaphakathi kochungechunge lwemboni yebhethri elingenayo inzuzo yezindleko ngalesi sikhathi. Lokhu kuhlanganisa amandla okukhiqiza asebenzisa amandla angenamandla kanye nokusebenza kahle kokukhiqiza, amandla amancane anesakhiwo esilinganiselwe ezingxenyeni ezibalulekile zempahla yokusetshenziswa, noma amakhono anamakhono abuthaka okulawula izindleko ngenxa yokuthembela ezintweni zokusetshenziswa eziphuma ngaphandle, ezingase zidlule.

Ngenxa yalokho, izinga lokukhula lokuhlinzekwa kwemakethe kulindeleke ukuthi lehle, lidale indawo ekahle yokubuyisela ukulingana phakathi kwesidingo kanye nokuhlinzekwa kwemikhiqizo yebhethri lamandla kubuyele esimweni esivamile.

Ngikufisela wena nomndeni wakho uKhisimusi omuhle kakhulu.

Imikhiqizo ehlobene:

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