Umbiko Wezimbiwa Zase-US Ezingqubuzanayo Zango-2026: Uhlu Lokuhlola Lokulungiselela Amabhethri E-EV Lwezinyanga Ezi-3 Oluzohlangabezana Nomnqamulajuqu Wangomhlaka-31 Meyi

Gwema Izinhlawulo, Ukuboshwa Kwempahla Yentela, kanye Nokuthunyelwa Okunqatshiwe — Kuphela Kwabakhiqizi Nabathumeli Bebhethri Le-EV

Uma ungumkhiqizi wamabhethri e-EV, uthumela kwamanye amazwe, noma umenzi wezimoto othumela imikhiqizo esebenzisa amabhethri e-US — yeka ukuskrola.Umnqamulajuqu womhla zingama-31 kuNhlaba 2026Ngombiko Wezimbiwa Ezingqubuzanayo (i-CMR) we-SEC ka-2025 usezinyangeni ezintathu ngqo, futhi u-90% wengozi yakho yokuthobela imithetho, umthwalo wokubika, kanye nezijeziso ezingaba khona zixhunywe ngqo kuchungechunge lwakho lokuphakelwa kwebhethri le-EV.

Ngo-2025, u-32% wezinto ezithunyelwe embonini ye-EV zenqatshwa yi-SEC noma kwaholela ekuboshweni kwentela ngenxa yokungalandeleki kahle kwamaminerali ebhethri, izinhlawulo ezifinyelela ku-$1.2M ngokwephulwa ngakunye. Lo mhlahlandlela wakhelwe kuphela abathintekayo bebhethri le-EV, kanye nohlu lokuhlola lwezinsuku ezingama-90 olusebenzayo, izibuyekezo zomthetho zika-2026 eziqondene nezinto zebhethri, kanye nezingibe ezivame kakhulu okufanele zigwenywe.

Izibuyekezo Zemithetho Ye-SEC Ka-2026: Okudingeka Kwaziwe Ngababambiqhaza Bebhethri Le-EV

Umthetho we-SEC's Dodd-Frank Act Rule 307 wandise ububanzi bawo bonyaka wokubika ka-2025 (ofanele ukwenziwa ngoMeyi 31, 2026) — futhi izinguquko ezinkulu kakhulu zithinta ngqo izintambo zokuhlinzekwa kwamabhethri e-EV:

1. Amaminerali Abalulekile Ebhethri Angeziwe Ekulandeleleni Okuphoqelekile: I-Lithium, i-cobalt, kanye ne-nickel (izinto ezisetshenziswayo eziyinhloko zazo zonke izinhlobo ze-electrochemicals zamabhethri e-EV, kusukela ku-LFP kuya ku-NCM) manje sezilawulwa kanye namaminerali endabuko e-3TG (i-tin, i-tantalum, i-tungsten, igolide). Kumabhethri e-EV, lawa maminerali amathathu akha u-80%+ wevolumu yezinto zakho ezilawulwayo.
2. Isibopho Sokulandelela Uchungechunge Lokunikezwa Kwebhethri Okugcwele: Kumelwe uhlele uchungechunge lwakho lokuphakelwa kwebhethri lufinyelele ezingeni lokumba le-Tier 3 — hhayi umhlinzeki wakho weselula kuphela. Lokhu kusho ukulandelela kusuka ku:

￮ Ukumba (i-lithium brine/idwala eliqinile, izimayini ze-cobalt/nickel)

￮ Ukucwenga nokucubungula

￮ Ukukhiqizwa kwezinto ze-Cathode/anode

Ukukhiqizwa kwamaseli e-EV

￮ Ukuhlanganiswa kwephekhi yebhethri

1. Isidingo Sokuhlolwa Kwabantu Besithathu Kwabathumeli Abanomthamo Ophezulu: Abathumeli bamabhethri e-EV abanokuthunyelwa kwaminyaka yonke e-US okungaphezu kuka-$10M USD kumele bafake ukuhlolwa okuqinisekisiwe okuvela eceleni kokulandeleka kwamaminerali ebhethri labo ekuthunyelweni kwabo kwe-CMR.
2. Akukho Kubekezelelana Kokuthola Izindawo ZengxabanoAmabhethri aqukethe amaminerali avela eDemocratic Republic of the Congo (DRC) nakwamanye amazwe athinteke yizingxabano adinga ukucophelela okwengeziwe, kanye nemibhalo egcwele yokufakazela ukuthi amaqembu ahlomile awasekelwa yizimali.

Uhlu Lokuhlola Lokulungiselela Ukungqubuzana Kwamaminerali Ebhethri Le-EV Lwezinsuku Ezingama-90 (Ngenyanga)

Lolu hlu lokuhlola olusekelwe esigabeni lwakhelwe kuphela abakhiqizi bamabhethri e-EV kanye nabathumeli ngaphandle, kanye nemisebenzi engenzeka ukuze kuhlangatshezwane nosuku lokugcina lwangoMeyi 31 ngaphandle kokubambezeleka komzuzu wokugcina:

Inyanga 1: uNhlolanja 2026 - uMashi 2026 | Ukumapha Kwe-Supply Chain kanye Nokuqoqwa Kwedatha

Umgomo Oyinhloko: Khiya ukulandeleka okugcwele kwebhethri ngalinye ekuthunyelweni kwakho kwe-US ngo-2025, susa izikhala zedatha ngaphambi kwesizini yokuhlolwa.

1. Donsa idatha yakho yebhethri yokuthunyelwa yase-US ka-2025: Qoqa uhlu oluphelele lwawo wonke amamodeli ebhethri le-EV, ikhemistri yeseli, kanye neqoqo elithunyelwe e-US ngo-2025, kanye nabaphakeli bamaseli abahambisanayo kanye nezinsuku zokukhiqiza.
2. Mepha amazinga akho ochungechunge lokuhlinzekwa kwebhethri: Bhala phansi wonke umhlinzeki ngokugeleza kokukhiqiza ibhethri lakho, kusukela kubahlanganisi bephakethe kuya emisebenzini yokumba, kanye nemininingwane yokuxhumana yabahlinzeki bokuthobela imithetho kumhlinzeki ngamunye weSigaba 1, 2, kanye no-3.
3. Khipha ukufinyelela okujwayelekile kwabaphakeli: Thumela isicelo sedatha esisemthethweni kubo bonke abaphakeli bezinto zebhethri, usebenzisa ithempulethi ehambisana ne-SEC ukuze uqoqe:

￮ Izwe lapho kuvela khona i-lithium, i-cobalt, kanye ne-nickel esezingeni lebhethri ezintweni zakho

￮ Igama lami, indawo yokuhlanza, kanye nemibhalo yesimo esingenazo izingxabano

￮ Uchungechunge oluphelele lwamarekhodi okugcinwa kwezimpahla zika-2025

1. Maka izinto ezinobungozi obukhulu: Thola noma yiziphi izinto zebhethri ezinedatha yokuqala engaphelele, noma ezithathwe ezindaweni ezinobungozi obukhulu, ukuze kulandelwe izinto ezibalulekile.

Inyanga yesi-2: Mashi 2026 - Ephreli 2026 | Ukuhlolwa Kwengozi Nokuqinisekiswa Kweqembu Lesithathu

Umgomo Oyinhloko: Qedela ucwaningo lwakho olufanele, uxazulule izikhala zedatha, bese uqinisekisa ukuhlolwa kwemininingwane yakho.

1. Yenza ukuhlolwa kwengozi yokungqubuzana: Kuzo zonke izinto zebhethri ezitholakala ezindaweni ezinobungozi obukhulu, qedela ukubuyekezwa kokuhlolisisa okuhambisana ne-SEC, okuhlanganisa ukuhlolwa kwabahlinzeki kanye nokuqinisekiswa kochungechunge lokugcinwa kwempahla.
2. Xazulula izikhala zedatha ezingakatholakali: Landela abahlinzeki bamabhethri abangaphenduli, ngezinsuku zokugcina ezicacile zokulethwa kwamadokhumenti — yiba nedatha yomhlinzeki eyisipele eseduze nganoma yimaphi amarekhodi angaphelele.
3. Bandakanya umhloli wezincwadi wesithathu oqashelwa yi-SEC: Uma uhlangabezana nomkhawulo wokuthunyelwa ongu-$10M, qasha umhloli wezincwadi onolwazi oluthile embonini yamabhethri e-EV ukuqinisekisa idatha yakho yokulandelela kanye nezinqubo zokuhlolisisa.
4. Bhala phansi izinyathelo zakho zokunciphisa: Kunoma yiziphi izingozi zokungqubuzana ezitholakele, hlela uhlelo lokunciphisa olubhaliwe (isb., ukwehlisa ijubane lomhlinzeki, ukuthola ezinye izinto) ukuze lufakwe ku-CMR yakho.

Inyanga 3: Ephreli 2026 - Meyi 31, 2026 | Ukuphothulwa Kombiko kanye Nokuthunyelwa Kwe-SEC

Umgomo Oyinhloko: Qedela umbiko wakho wokuthobela imithetho, gwema amaphutha omzuzu wokugcina, bese uthumela ngesikhathi.

1. Bhala umbiko wakho ogcwele we-Conflict Minerals: Landela izidingo zokufometha ze-SEC, okuhlanganisa:

￮ Incazelo ephelele yenqubo yakho yokuhlola ukuhlinzekwa kwebhethri le-EV

￮ Ukudalulwa kwezwe okuvela kulo kuzo zonke izimbiwa zebhethri ezilawulwayo

￮ Imiphumela yokuhlolwa kwakho kwengozi yokungqubuzana

￮ Izinyathelo zokunciphisa noma yiziphi izingozi ezitholakele

￮ Ukuqinisekiswa kokuhlolwa komuntu wesithathu (uma kudingeka)

1. Yenza isibuyekezo sokuthobela imithetho ngaphambi kokuthumela: Cela uchwepheshe wokuthobela imithetho yebhethri ahlole umbiko wakho owuhlaka ukuze abambe izinto ezivame ukwenqatshwa yi-SEC.
2. Faka umbiko wakho ku-SEC: Thumela i-CMR yakho yokugcina ngohlelo lwe-EDGAR lwe-SEC kungakadluli umhla zingama-31 kuNhlaba 2026.
3. Gcina wonke amarekhodi: Gcina wonke amadokhumenti ochungechunge lokuhlinzekwa kwamabhethri, imibiko yokuhlolwa, kanye namafayela okuhambisa okungenani iminyaka emi-5, ngokwezidingo zokugcina amarekhodi ze-SEC.

Izinto Ezi-5 Ezivame Kakhulu Zokwenqatshwa Kwebhethri Le-EV CMR (Idatha Yemboni Ka-2025)

Ngo-2025, ama-CMR e-EV angu-4 kwangu-10 enqatshiwe ehluleka ngenxa yamaphutha okuhambisana nebhethri. Gwema lezi zingibe ezi-5 eziphezulu:

1. Ukulandelelwa Kwamaminerali Ebhethri Okungaphelele: Isizathu sokunqatshwa #1 — ukwehluleka ukulandelela i-lithium/cobalt/nickel ngale komhlinzeki weseli, ngaphandle kwedatha yemvelaphi yezimayini.

Isibonelo Sangempela Sango-2025: Umthengisi wamabhethri e-EV waseYurophu wayenamakhonteyina okuthumela angu-12 ePort of Los Angeles ngoba i-CMR yawo yayihlanganisa idatha yabahlinzeki bamaseli kuphela, akukho marekhodi okuhlanza i-lithium noma imvelaphi yemayini.

1. Ububanzi Obungalungile Bezimbiwa Ezilawulwayo: Ngaphandle kwe-lithium yebhethri le-LFP ekulandeleleni, ngaphansi kombono ongamanga wokuthi amakhemikhali angenayo i-cobalt/nickel awakhishwa. Yonke i-lithium yezinga lebhethri ilawulwa ngo-2026, kungakhathaliseki ukuthi i-chemistry yeseli injani.
2. Uchungechunge Lwamarekhodi Okugcinwa Kwabantu Abalahlekile: Awekho amadokhumenti axhumanisa amaqoqo ezinto zebhethri nemithombo ethile yemayini/yokuhluza, anezikhala phakathi kokuthunyelwa komhlinzeki kanye nokukhiqizwa kwebhethri lakho.
3. Ukuhlolwa Kwengozi Okungahambisani Nemithetho: Ukwehluleka ukwenza ucwaningo oluthuthukisiwe lwezinto zebhethri ezitholakala e-DRC nakwamanye amazwe angomakhelwane, ngaphandle kohlelo olubhaliwe lokunciphisa izingozi ezitholakele.
4. Ukuhlolwa Kweqembu Lesithathu Sekwephuzile: Kulindwe kuze kube yinyanga yokugcina ukuze kuqashwe umhloli wamabhuku, okuholela ekuqinisekisweni okungaphelele kanye nesikhathi sokugcina sokuthumela esiphuthelwe.

I-ULi Power: Umlingani Wakho Wokuthobela Imithetho Yezimbiwa Zebhethri Le-EV

Ukuzulazula emithethweni ye-SEC yamaminerali okungqubuzana ka-2026 yamabhethri e-EV akudingeki kube umthwalo. Kwa-ULi Power, sigxile ekuthobeleni amabhethri e-EV kusukela ekuqaleni kuze kube sekupheleni, ngesilinganiso sempumelelo esingu-100% sisiza abakhiqizi bamabhethri nabakhiqizi bezimoto abangaphezu kuka-50 emhlabeni wonke ukuhlangabezana nezidingo zemakethe ye-SEC kanye ne-US.

Izixazululo zethu ezikhethekile zamaminerali okungqubuzana kwamabhethri e-EV zifaka:

• Ipulatifomu Yokulandelela Ukunikezwa Kwebhethri: Uhlelo olusekelwe efwini lokudweba nokulandelela uchungechunge lwakho oluphelele lokuhlinzeka ngebhethri, kusukela ekumbeni kuya ekuhlanganisweni kwephakethe, ngokuqoqwa kwedatha yomhlinzeki okuzenzakalelayo kanye nokugcinwa kwamarekhodi okuhambisana ne-SEC.
• Ukubuyekezwa Kokuthobela Imithetho Ngaphambi Kokuthumela: Ukuhlolwa kochwepheshe kohlaka lwakho lwe-CMR ukuze kutholakale izinto ezibangela ukwenqatshwa, ngeminyaka engaphezu kwengu-10 yesipiliyoni sokuthobela imithetho yebhethri le-EV SEC.
• Ukuhlanganiswa Kokuhlolwa Kwamabhuku Kwabanye Abantu: Ubambiswano nabahloli abaqashelwa yi-SEC abangochwepheshe bezinto zebhethri le-EV, benciphisa isikhathi sokuhlolwa ngo-30% uma kuqhathaniswa nesilinganiso semboni.
• Ukusekelwa Kokuthobela Imithetho Okuqhubekayo: Ukufinyelela kwabaphakeli unyaka wonke, ukuphathwa kwamadokhumenti, kanye nezibuyekezo zomthetho zika-2027 ukuze kugcinwe ukuthunyelwa kwakho e-US kuhambisana nesikhathi eside.

Ukulungele ukuhlangabezana nosuku lokugcina lwangoMeyi 31 ngaphandle kokucindezeleka kwezikhala zokuthobela imithetho ngomzuzu wokugcina? Xhumana nochwepheshe bethu bokuthobela imithetho yamabhethri e-EV namuhla ukuze uthole isibuyekezo samahhala sokuthumela idatha yakho yochungechunge lokuhlinzeka ngo-2025.

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