Ibiriho hamwe nigihe kizaza cyisoko ryo gutanga amasoko muri Bateriya ya Aziya Inganda nshya

Mu 2023, Ubushinwa bushya bw’ingufu nshya bw’inganda zashizeho urwego rwuzuye rw’inganda kuva mu bucukuzi bw'amabuye y'agaciro yo hejuru, umusaruro wa batiri hagati no gukora bateri, kugeza ku modoka nshya z’ingufu, kubika ingufu, na bateri zikoresha.Yakomeje gushiraho inyungu zambere mubunini bwisoko nu rwego rwikoranabuhanga, kandi ikomeza guteza imbere iterambere ryihuse ryinganda nshya yingufu.
Ku bijyanye na bateri y’amashanyarazi, nk’uko bivugwa ngo “Impapuro zera zerekeye iterambere ry’inganda nshya z’ingufu z’amashanyarazi mu Bushinwa (2024)” zashyizwe ahagaragara n’ibigo by’ubushakashatsi EVTank, Ikigo cy’ubushakashatsi mu by'ubukungu, hamwe n’ikigo cy’ubushakashatsi cy’ubushinwa Battery, ku isi hose ibicuruzwa byoherejwe byageze kuri 865.2GWh muri 2023, umwaka-ku mwaka wiyongera 26.5%.Biteganijwe ko mu 2030, ibicuruzwa byoherejwe na batiri ku isi bizagera kuri 3368.8GWh, hamwe n’ikubye inshuro eshatu umwanya w’ubwiyongere ugereranije na 2023.
Ku bijyanye no kubika ingufu, nk’uko amakuru aturuka mu kigo cy’igihugu gishinzwe ingufu abitangaza, ubushobozi bushya bwashyizweho mu 2023 bwari hafi kilowati miliyoni 22,6 / amasaha ya kilowatt miliyoni 48.7, bwiyongereyeho hejuru ya 260% ugereranije n’impera za 2022 ndetse n’inshuro 10 zashyizweho ubushobozi kurangiza gahunda yimyaka 13 yimyaka itanu.Byongeye kandi, uturere twinshi twihutisha iterambere ry’ububiko bushya bw’ingufu, bufite ubushobozi bwa kilowat zirenga miliyoni imwe mu ntara 11 (uturere).Kuva muri gahunda y’imyaka 14, hiyongereyeho ingufu nshya zo kubika ingufu zashyizweho byatumye mu buryo butaziguye ishoramari ry’ubukungu rirenga miliyari 100 z'amayero, bikomeza kwaguka no mu nsi y’urwego rw’inganda, kandi biba imbaraga nshya mu iterambere ry’ubukungu bw’Ubushinwa.
Ku bijyanye n’imodoka nshya z’ingufu, amakuru ya EVTank yerekana ko kugurisha ku isi imodoka z’ingufu nshya byageze kuri miliyoni 14.653 muri 2023, umwaka ushize wiyongereyeho 35.4%.Muri byo, kugurisha ibinyabiziga bishya by’ingufu mu Bushinwa byageze kuri miliyoni 9.495, bingana na 64.8% by’igurishwa ku isi.EVTank iteganya ko kugurisha ku isi imodoka nshya z’ingufu zizagera kuri miliyoni 18.3 mu 2024, muri zo miliyoni 11.8 zikaba zizagurishwa mu Bushinwa, naho miliyoni 47 zikagurishwa ku isi mu 2030.
Nk’uko imibare ya EVTank ibigaragaza, mu 2023, hashingiwe ku miterere y’irushanwa ry’amasosiyete akomeye ya batiri y’amashanyarazi ku isi, CATL yaje ku mwanya wa mbere hamwe n’ibicuruzwa byoherejwe hejuru ya 300GWh, ku isoko ry’isi yose bikaba 35.7%.BYD yaje ku mwanya wa kabiri hamwe n’umugabane w’isoko ku isi ku kigero cya 14.2%, ikurikirwa n’isosiyete yo muri Koreya yepfo LGES, hamwe n’isoko ku isi ku kigero cya 12.1%.Ku bijyanye n’ibicuruzwa byoherejwe na bateri zibika ingufu, CATL iza ku mwanya wa mbere ku isi hamwe n’isoko rya 34.8%, ikurikirwa na BYD na Yiwei Lithium Energy.Mu masosiyete icumi ya mbere y’ubwikorezi ku isi mu 2023, Ruipu Lanjun, Xiamen Haichen, China Innovation Airlines, Samsung SDI, Guoxuan High tech, LGES, na Penghui Energy nazo zirimo.
Nubwo Ubushinwa bumaze kugera ku bisubizo bitangaje muri bateri n’inganda nshya, dukeneye kandi kumenya ibibazo bitandukanye byugarije iterambere ry’inganda.Mu mwaka ushize, kubera ibintu nko kugabanuka kw’inkunga z’igihugu ku binyabiziga bishya by’ingufu ndetse n’intambara y’ibiciro mu nganda z’imodoka, umuvuduko w’ubwiyongere bw’ibikenerwa n’ibinyabiziga bishya by’ingufu byagabanutse.Igiciro cya karubone ya lithium nacyo cyamanutse kiva kuri 500.000 yu / toni mu ntangiriro za 2023 kigera ku 100.000 / toni mu mpera zumwaka, byerekana ko ihindagurika rikabije.Inganda za batiri ya lithium iri mumiterere yinyongera kuva mumabuye yimbere yimbere kugeza ibikoresho byo hagati hamwe na bateri zo hasi