N'afọ 2023, mbupu China nke lithium batrị cathode ihe ruru nde tọn 2.476, yana ọnụego ntinye ihe fọrọ nke nta ka ọ bụrụ 70% maka lithium iron phosphate.

Na nso nso a, ụlọ ọrụ nyocha EVTank, Ivy Economic Research Institute, na China Batrị Industry Research Institute jikọrọ aka weputara White Paper na mmepe nke China's Lithium ion Battery Positive Electrode Materials Industry (2024).Dabere na ọnụ ọgụgụ akwụkwọ ọcha, olu mbupu nke ihe electrode dị mma maka batrị lithium-ion na China bụ nde tọn 2.476 na 2023, mmụba otu afọ nke 27.2%, na-egosi mbelata dị ukwuu ma e jiri ya tụnyere 2022.
Akwụkwọ ọcha na mmepe nke ụlọ ọrụ batrị lithium ion nke China dị mma Electrode Materials Industry (2024)
Dị ka data EVTank si kwuo, na 2023, nbupu ibu nke lithium iron phosphate cathode ihe na China ruru nde tọn 1.638, mmụba kwa afọ nke 43.4%;Mbupu ibu nke ihe ternary bụ 664000 tọn, ntakịrị mmụba nke 0.9% kwa afọ;Mbupu ibu nke lithium cobalt oxide bụ tọn 80000, mmụba kwa afọ nke 2.6%;Mbupu ibu nke lithium manganese oxide bụ tọn 94000, mmụba nke otu afọ n'afọ nke 36.2%;Oke ahịa nke lithium iron phosphate cathode ihe onwunwe na ahịa ihe niile cathode eruola 66.1%, na-abawanye ụba ma e jiri ya tụnyere 2022.
Akwụkwọ ọcha na mmepe nke ụlọ ọrụ batrị lithium ion nke China dị mma Electrode Materials Industry (2024)
N'ihe banyere uru mmepụta, akwụkwọ ọcha na-egosi na ngụkọta mmepụta uru nke ụlọ ọrụ ihe ọkụkụ dị mma nke China na 2023 bụ 322.16 ijeri yuan, mbelata nke afọ n'afọ nke 26.6%.
Dabere na nyocha EVTank, na 2023, mbelata nke ọnụ ahịa ọla elu ebutela mbelata ọnụahịa nke ihe elektrọd dị mma.N'ime ha, nkezi kwa afọ nke lithium iron phosphate positive electrode ihe adalatala site na 145000 yuan/ton na 2022 ruo 85000 yuan/ton na 2023. Ọnụ ego kwa afọ nke ihe elektrọd dị mma, gụnyere ihe ternary, lithium cobalt oxide ihe, na akụrụngwa lithium manganese oxide, ha niile enwetala nnukwu mbelata afọ na afọ.
Akwụkwọ ọcha na mmepe nke ụlọ ọrụ batrị lithium ion nke China dị mma Electrode Materials Industry (2024)
Site n'echiche nke mbupu ụlọ ọrụ, Hunan Yuneng, ụlọ ọrụ lithium iron phosphate cathode material, na Rongbai Technology, ụlọ ọrụ ihe onwunwe cathode ternary, họọrọ nke mbụ na mbak ahịa nke fọrọ nke nta ka ọ bụrụ 30% na 15%, n'otu n'otu.
N'ime ha, ụlọ ọrụ iri kacha elu n'ihe gbasara ibufe ihe nke lithium iron phosphate na 2023 gụnyere Hunan Yuneng, Defang Nano, Wanrun Energy, Longpan Technology, Rongtong High tech, Youshan Technology, Guoxuan High tech, Jintang Times, Anda Technology, na Jiangxi Shenghua.N'ime ha, ụlọ ọrụ iri kachasị abanye ọhụrụ bụ Youshan Technology na Jintang Times.
Ụlọ ọrụ iri kacha elu n'ihe gbasara ibu ụgbọ mmiri maka ihe ndị ternary na 2023 gụnyere Rongbai Technology, Tianjin Bamo, Dangsheng Technology, Changchang Lithium Technology, Nantong Ruixiang, Beiterui, Guangdong Bangpu, Xiamen Tungsten New Energy, Guizhou Zhenhua, na Yibin Lithium Treasure, Yibin Lithium Treasure bụ ụlọ ọrụ iri kachasị ọhụrụ.Lithium cobalt oxide ihe onwunwe ụlọ ọrụ Xiamen Tungsten New Energy na lithium manganese oxide ihe onwunwe ụlọ ọrụ Boshi High tech họọrọ mbụ na ahịa mbak gafere 40% na 30%, n'otu n'otu.
N'ime akwụkwọ ọcha ahụ, EVTank duziri nyocha na nyocha zuru ezu na oke mbupu na nha ahịa nke ụdị dị iche iche nke ihe elektrọd dị mma n'ụwa niile na China, usoro ọnụahịa nke ụdị dị iche iche nke ihe elektrọd dị mma, mpaghara asọmpi nke ụdị dị iche iche nke electrode dị mma. ụlọ ọrụ ihe onwunwe, ọla ndị dị elu, ndị na-ebu ụzọ n'etiti, na mpaghara ngwa ngwa nke ihe elektrọd dị mma, yana ụlọ ọrụ ahọpụtara nke ọma maka nyocha benchmarking.Na ndabere a, EVTank buru amụma na-atụ anya na mbupu zuru ụwa ọnụ na China nke ụdị dị iche iche nke ihe elektrọd dị mma site na 2024 ruo 2030 na akwụkwọ ọcha.