2026 LFP Roj Teeb Nqe Nqe: Qhov Chaw Nyob ESS Cov Neeg Yuav Tsum Paub Txog Dab Tsi
Luam tawm Lub Rau Hli 15, 2026 - Kev Tshawb Fawb Kev Lag Luam los ntawm Voltix Zog
Tus nqi LFP Zoo Tshaj Tawm: Peb Nyob Qhov Twg Tam Sim No
Lub zog cia kev lag luam tau dhau los ntawm qhov txawv tshaj 18 lub hlis ntawm tus nqi compression. LFP roj teeb hlwb tau poob rau kwv yees li$70/kWh- ib theem, los ntawm kev kwv yees feem ntau, zaum ntawm lossis qis dua qhov sib tw rau ntau lub tuam txhab Suav.
Rau cov neeg yuav khoom nyob hauv ESS, qhov no tau tsim lub qhov rai tsis tshua muaj: siab -LFP roj teeb zoo ntawm cov nqi qis hauv keeb kwm. Tab sis cov teeb liab hla cov saw hlau qhia tias lub qhov rais no yog nqaim.
Lo lus nug tseem ceeb:Qhov no puas yog hauv qab ntawm lub voj voog, lossis tus nqi tuaj yeem qis dua? Cov pov thawj nce ntxiv mus rau "hauv qab."
Teeb liab 1: Cov nqi ntawm cov khoom siv raw yog thim rov qab
LFP hlwb yog kwv yees li 60-65% raw khoom tus nqi. Thaum koj pom cov nqi nce mus, nws tsuas yog ib qho teeb meem ntawm lub sijhawm ua ntej ntawm tes thiab pob nqi raws li.
Tam sim no muaj dab tsi tshwm sim (Q2 2026):
- Lithium carbonate:Rov qab los ntawm nws 2025 trough, nce ~ 25% los ntawm lub voj voog qis
- Tooj:Kev nce siab ruaj khov uas tau tsav los ntawm EV thov + daim phiaj kev nqis peev
- Aluminium:Kev nce ntawm tus nqi hluav taws xob dhau los ntawm -
- Graphite:Suav export tswj tsim cov khoom txwv
Cov no tsis yog ib qho -tawm ntawm spikes. Lawv muaj kev cuam tshuam txog kev hloov pauv ntawm cov khoom siv raw-xav tau dynamics. Lub caij nyoog ntawm puas tau - roj teeb uas pheej yig dua muaj lub ntuj tsim - thiab peb sawv ntawm nws.
Lub Cim 2: Peev Xwm Rationalization tseem tab tom pib
Tuam Tshoj lub LFP roj teeb tsim muaj peev xwm nce mus txog 2023-2025, uas tau tsav los ntawm kev nthuav dav ntawm ob lub tuam txhab loj (CATL, BYD) thiab cov neeg tuaj tshiab. Qhov tshwm sim yog qhov muaj peev xwm loj dhau - thiab tus nqi qis tsis ruaj khov raws li cov neeg tsim khoom sib tw rau kev ua lag luam.
Txawm li cas los xij, 2026 tab tom hloov mus ua ib xyoo ntawmmuaj peev xwm rationalization:
- Ntau tus tsim khoom me me ua haujlwm poob
- Kev tswj hwm tus nqi xa tawm thiab cov kev cai tshiab yog nce cov nqi ua raws cai
- Lub 2025 lithium roj teeb export tswj (lub zog ceev Ntau dua los yog sib npaug rau 300Wh / L qhov pib) yog hloov kho dab tsi tuaj yeem xa tuaj thiab ntawm tus nqi dab tsi
Thaum overcapacity clears - thiab cov txheej txheem twb pom lawm - nqi zog hloov rov qab mus rau manufacturers.
Lub Cim 3: Daim Ntawv Pov Thawj & Kev Ua Raws Li Cov Nqi Them Nqi Tau nce
Tus nqi ntawm lub roj teeb tsis yog cell + BMS + sib dhos. Rau kev lag luam xa tawm, ntawv pov thawj yog cov khoom lag luam loj hlob:
- Teb chaws Europe:VDE-AR-N 4105 (Lub Tebchaws Yelemees), G99 (UK), CEI 0-21 (Ltalis) - txhua lub khw yuav tsum muaj nws txoj hauv kev ua raws
- North America:UL 9540 / UL 1973 - ntawm cov ntawv pov thawj kim tshaj plaws kom tau txais
- Kev thauj mus los:UN 38.3 + MSDS yog qhov yuav tsum tau ua tab sis nce kev tshuaj xyuas
- Kev nyab xeeb:IEC 62133, IEC 62619 - dhau los ua qhov yuav tsum tau ua hauv paus txawm nyob hauv nqe - kev lag luam rhiab heev
Cov nqi no kuj tau kho ib tus qauv - lub ntsiab lus raws li tus nqi compress, ntawv pov thawj noj ib feem loj ntawm cov paj. Qhov no tsim ib qho chaw hauv pem teb: hauv qab ntawm tus nqi taw tes, nws tsuas yog tsis tuaj yeem muag cov ntawv pov thawj, cov khoom lav.
Qhov no txhais tau li cas rau cov neeg yuav khoom nyob hauv ESS
✅ Yog tias koj tab tom nrhiav:
Qhov no yog qhov zoo tshaj plaws rau koj qhov kev yuav khoom zoo tshaj plaws rau 12-18 lub hlis tom ntej.Xauv hauv kev cog lus muab khoom tam sim no - ntawm cov nqi tam sim no - muab cov nqi tseeb uas tsis zoo li yuav muaj dua thaum cov khoom siv raw dhau - dhau los ua haujlwm.
⚠️ Saib dab tsi:
- LFP xov tooj ntawm tes quotes - yog tias lawv nyob ruaj khov lossis nce siab dua Q3 2026, qhov ntawd yog qhov kev lees paub
- Koj tus neeg muag khoom qhov kev noj qab haus huv - yog tias koj tus khub los ntshav, qhov zoo thiab kev txhawb nqa yuav raug kev txom nyem
- Kev ua lag luam- cov ntawv pov thawj tshwj xeeb - tsis txhob tos kom txog thaum koj muaj lub thawv ntawm kev lis kev cai
🔍 Yuav ntsuas tus neeg muag khoom li cas thaum tus nqi nyob hauv pem teb:
Tus nqi qis ib leeg tsis yog lub teeb liab - txhua tus neeg qis tam sim no. Nrhiav:
- Qib-A hlwb los ntawm tier-1 lossis tier-2 manufacturers (tsis yog B-qib lossis rov ua dua)
- BMS uas txhawb koj lub hom phiaj kev lag luam kev sib txuas lus raws tu qauv
- Kev npaj tau ntawv pov thawj (qee qhov ntawv pov thawj tuaj yeem ua tau sai- taug qab; lwm tus siv 3-6 lub hlis)
- Tsim kom muaj qhov zoo - tshuaj xyuas cov ntaub thaiv npog, cov khoom sib txuas, cov kab hluav taws xob, kev tswj xyuas thermal
Kab hauv qab
Lub sijhawm $ 70 / kWh LFP yog lub sijhawm tsis txawv ntawm keeb kwm. Tsis yog kev kho, tsis yog kev sib tsoo - alub qhovnyob rau hauv lub cycling khoom lag luam.
Kev yuav khoom ntse hauv xyoo 2026 txhais tau tias ua haujlwm nrog kev paub: paub lub qhov rais, ua kom cov khoom siv tau zoo, thiab txav mus ua ntej lub voj voog tig.
NtawmVoltix Zog, peb tsim cov tshuab ESS hauv tsev nrog Qib -A LFP hlwb, BMS muaj zog, thiab cov ntawv pov thawj tau npaj rau European, Asian, thiab African lag luam. Peb tab tom khiav lag luam nyob rau hauv tib tus nqi ib puag ncig zoo li txhua tus neeg - tab sis peb lub hom phiaj yog muab cov khoom lag luam ntseeg siab, muaj ntawv pov thawj uas ua tau tiag tiag thaum lawv ncav cuag koj cov neeg siv khoom.
Yog tias koj tab tom ntsuas cov neeg xa khoom lossis npaj koj qhov kev txiav txim tom ntej, thov hu rau peb. Peb zoo siab los tham txog qhov kev xav ntawm kev lag luam thiab qhia koj tias peb tab tom tsim dab tsi.
Txog Voltix Zog: Peb tsim thiab tsim cov khoom siv hluav taws xob hauv tsev thiab kev lag luam rau kev lag luam thoob ntiaj teb. Peb cov khoom lag luam suav nrog tag nrho -hauv-ib qho, stackable, thiab phab ntsa-mounted LFP roj teeb tshuab los ntawm 5kWh txog 16kWh, ntxiv rau kev lag luam modular tshuab txog 261kWh.