Mu 2023, China katundu wa lithiamu batire cathode zipangizo anafika matani 2.476 miliyoni, ndi mlingo malowedwe pafupifupi 70% kwa lithiamu chitsulo phosphate.

Posachedwapa, mabungwe ofufuza a EVTank, Ivy Economic Research Institute, ndi China Battery Industry Research Institute anatulutsa pamodzi White Paper pa Development of China Lithium ion Battery Positive Electrode Materials Industry (2024).Malinga ndi ziwerengero za pepala loyera, kuchuluka kwa katundu wonyamula ma elekitirodi abwino kwa mabatire a lithiamu-ion ku China kunali matani 2.476 miliyoni mu 2023, kuwonjezeka kwa chaka ndi 27,2%, kuwonetsa kuchepa kwakukulu poyerekeza ndi 2022.
White Paper pa Kukula kwa China Lithium ion Battery Positive Electrode Materials Industry (2024)
Malinga ndi deta ya EVTank, mu 2023, kuchuluka kwa katundu wa lithiamu phosphate cathode cathode ku China kunafika matani 1.638 miliyoni, kuwonjezeka kwa chaka ndi chaka kwa 43,4%;Kuchuluka kwa katundu wa ternary kunali matani 664000, kuwonjezeka pang'ono kwa 0.9% chaka ndi chaka;Voliyumu yotumiza ya lithiamu cobalt oxide inali matani 80000, kuwonjezeka kwa chaka ndi 2.6%;Voliyumu yotumiza ya lithiamu manganese oxide inali matani 94000, kuwonjezeka kwa chaka ndi 36.2%;Gawo lamsika la lithiamu iron phosphate cathode material pamsika wonse wa cathode material lafika 66.1%, likuchulukirachulukira poyerekeza ndi 2022.
White Paper pa Kukula kwa China Lithium ion Battery Positive Electrode Materials Industry (2024)
Pankhani ya mtengo wotulutsa, pepala loyera likuwonetsa kuti mtengo wonse wamakampani opanga ma elekitirodi ku China mu 2023 unali 322.16 biliyoni ya yuan, kuchepa kwa chaka ndi 26.6%.
Malinga ndi kuwunika kwa EVTank, mu 2023, kutsika kwamitengo yachitsulo kumtunda kwadzetsa kutsika kwamitengo yazinthu zosiyanasiyana zabwino zama elekitirodi.Pakati pawo, mtengo wapachaka wa zida za lithiamu iron phosphate positive electrode watsika kuchoka pa 145000 yuan/tani mu 2022 kufika pa 85000 yuan/tani mu 2023. Mtengo wapachaka wa zinthu zabwino zama elekitirodi, kuphatikiza zida za ternary, zida za lithiamu cobalt oxide, ndi lithiamu manganese okusayidi zipangizo, zonse zakhala zikuchepa kwambiri chaka ndi chaka.
White Paper pa Kukula kwa China Lithium ion Battery Positive Electrode Materials Industry (2024)
Malinga ndi zotumiza zamabizinesi, Hunan Yuneng, kampani ya lithiamu iron phosphate cathode cathode, ndi Rongbai Technology, kampani ya ternary cathode material, idakhala yoyamba ndi magawo amsika pafupifupi 30% ndi 15% motsatana.
Mwa iwo, mabizinesi khumi apamwamba kwambiri potengera kuchuluka kwa zida za lithiamu iron phosphate mu 2023 akuphatikizapo Hunan Yuneng, Defang Nano, Wanrun Energy, Longpan Technology, Rongtong High tech, Youshan Technology, Guoxuan High tech, Jintang Times, Anda Technology, ndi Jiangxi Shenghua.Mwa iwo, mabizinesi khumi omwe angolowa kumene ndi Youshan Technology ndi Jintang Times.
Makampani khumi otsogola potengera kuchuluka kwa zinthu zotumizidwa mu 2023 ndi Rongbai Technology, Tianjin Bamo, Dangsheng Technology, Changchang Lithium Technology, Nantong Ruixiang, Beiterui, Guangdong Bangpu, Xiamen Tungsten New Energy, Guizhou Zhenhua, ndi Yibin Lithium Treasure. Yibin Lithium Treasure kukhala kampani khumi yapamwamba kwambiri.Lithium cobalt oxide material company Xiamen Tungsten New Energy ndi lifiyamu manganese oxide chuma kampani Boshi High chatekinoloje pa udindo woyamba ndi magawo msika oposa 40% ndi 30%, motero.
Mu pepala loyera, EVTank idachita kafukufuku ndi kusanthula mwatsatanetsatane kuchuluka kwa katundu ndi kukula kwa msika wamagulu osiyanasiyana azinthu zabwino zama elekitirodi padziko lonse lapansi komanso ku China, mayendedwe amitengo yamagulu osiyanasiyana azinthu zabwino zama elekitirodi, mawonekedwe ampikisano amagulu osiyanasiyana amagetsi abwino. mabizinesi ang'onoang'ono, zitsulo zakumtunda, zoyambira zapakati, ndi magawo oyambira ogwiritsira ntchito zida zabwino zama elekitirodi, ndi mabizinesi osankhidwa omwe amaimira ma elekitirodi kuti ayese kafukufuku.Pazifukwa izi, EVTank idaneneratu zam'tsogolo pa kutumiza padziko lonse lapansi ndi ku China kwamagulu osiyanasiyana azinthu zama elekitirodi kuyambira 2024 mpaka 2030 papepala loyera.