[Needle Coke] Bixinta iyo falanqaynta dalabka iyo sifooyinka horumarinta ee coke cirbadda ee Shiinaha
I. Awoodda suuqa ee coke cirbadda Shiinaha
Sannadkii 2016, awoodda wax-soo-saarka caalamiga ah ee kookaha irbadda waxay ahayd 1.07 milyan oo tan/sanadkii, awoodda wax-soo-saarka Shiinaha ee kookaha irbadda waxay ahayd 350,000 tan / sannadkii, taasoo ka dhigan 32.71% awoodda wax-soo-saarka caalamiga ah. Sannadkii 2021, awoodda wax-soo-saarka caalamiga ah ee kookaha irbadda waxay kor u kacday ilaa 3.36 milyan oo tan/sanadkii, taas oo awoodda wax-soo-saarka Shiinaha ee kookaha irbadda ay ahayd 2.29 milyan tan / sannadkii, taasoo ka dhigan 68.15% awoodda wax-soo-saarka caalamiga ah. Shirkadaha Shiinaha ee wax-soo-saarka coke-ga irbadda ayaa kor u kacay ilaa 22. Wadarta guud ee awoodda wax-soo-saarka shirkadaha coke-ga irbadda gudaha ayaa kordhay 554.29% marka la barbardhigo 2016, halka awoodda wax-soo-saarka coke-ga shisheeye ay ahayd mid deggan. Sannadkii 2022-kii, awoodda wax-soo-saarka coke-ga irbadda ee Shiinaha ayaa kor u kacday ilaa 2.72 milyan oo tan, taas oo kor u kacday ilaa 7.7 jeer. , saamiga coke cirbadda Shiinaha ee suuqyada caalamiga ah ayaa sii kordhayay sannadba sanadka ka dambeeya.
1. Awoodda wax soo saarka saliidda ee coke irbadda
Awoodda wax-soo-saarka ee kookaha irbadda taxanaha ah ee saliidda ayaa bilaabay inay si degdeg ah u koraan laga bilaabo 2019. Laga soo bilaabo 2017 ilaa 2019, suuqa Shiinaha ee saliidda coke-ga ah ee saliidda ayaa u badan tahay qiyaasaha dhuxusha, halka horumarinta saliidda-saldhig irbaddu ay ahayd mid gaabis ah. Inta badan shirkadaha hadda jira ayaa soo saaray wax soo saar ka dib 2018, iyo awoodda wax soo saarka ee kookaha irbada saliidda ee Shiinaha waxay gaartay 1.59 milyan tan 2022. Wax soo saarka ayaa sii kordhayay sanadba sanadka ka dambeeya. Sannadka 2019, suuqa garaafyada korantada ee hoose ayaa si aad ah hoos ugu rogmaday, iyo baahida loo qabo coke irbadda ayaa ahayd mid daciif ah. Sannadka 2022, saamaynta faafitaanka COVID-19 iyo Olombikada Jiilaalka iyo dhacdooyinka kale ee dadweynaha awgeed, baahida ayaa daciiftay, iyadoo kharashaadku sarreeyo, ganacsiyadu aad bay u dhiirran yihiin inay wax soo saaraan, kobaca wax soo saarkuna waa gaabis.
2. Awoodda wax soo saarka ee coke cirbadda cabbirka dhuxusha
Awoodda wax soo saarka ee kookaha cabbirka dhuxusha ayaa sidoo kale sii kordheysa sannadba sanadka ka dambeeya, laga bilaabo 350,000 tan 2017 ilaa 1.2 milyan oo tan 2022. Laga bilaabo 2020, saamiga suuqa ee cabbirka dhuxusha ayaa hoos u dhacaya, iyo kookaha cirbadda taxanaha saliidda ayaa noqda kuwa ugu muhiimsan ee coke irbadda. Dhanka wax soo saarka, waxay sii waday kobaca min 2017 ilaa 2019. Laga soo bilaabo 2020, dhinaca, kharashka ayaa ahaa mid sarreeya, faa'iidadana waa la rogay. Dhanka kale, baahida loo qabo korantada graphite ma fiicna.
Ⅱ Falanqaynta dalabka coke cirbadda ee Shiinaha
1. Falanqaynta suuqa ee alaabta lithium anode
Laga soo bilaabo wax soo saarka alaabta taban, wax soo saarka sanadlaha ah ee alaabta taban ee Shiinaha ayaa si isdaba joog ah u kordhay 2017 ilaa 2019. 2020, oo ay saameysay kor u kaca joogtada ah ee suuqa terminalka hoose, bilawga guud ee batteriga korontadu wuxuu bilaabaa inuu soo qaado, baahida suuqa ayaa si weyn u kordheysa. , iyo amarada shirkadaha alaabta korantada taban ayaa kordha, guud ahaan bilawga ganacsigu si dhakhso ah ayuu u korayaa oo wuxuu hayaa kor u kaca. 2021-2022, wax soo saarka Shiinaha ee alaabta lithium cathode waxay muujisay koritaanka qarxa, ka faa'iidaysiga horumarka joogtada ah ee jawiga ganacsiga ee warshadaha hoose, horumarka degdega ah ee suuqa baabuurta tamarta cusub, kaydinta tamarta, isticmaalka, tamarta yar iyo suuqyada kale ayaa sidoo kale muujiyay kala duwanaansho. heerarka kobaca, iyo guud ahaan shirkadaha waaweyn ee maaddada cathode waxay ilaaliyeen wax soo saar buuxa. Waxaa lagu qiyaasaa in wax soo saarka qalabka korantada taban la filayo in uu dhaafo 1.1 milyan oo tan sanadka 2022, wax soo saarkuna waxa uu ku jiraa xaalad gabaabsi ah, rajada codsiga ee qalabka korantada taban waa mid ballaaran.
Irbada coke waa warshadaha kor u kaca ee baytari lithium iyo walxaha anode, kaas oo si dhow ula xidhiidha horumarinta baytari lithium iyo suuqa alaabta cathode. Qaybaha codsiga ee baytariyada lithium inta badan waxa ka mid ah batari korantada, baytariga isticmaalaha iyo batteriga kaydinta tamarta. Sannadka 2021, baytariyada korantadu waxay xisaabin doonaan 68%, baytariyada macaamiisha 22%, iyo baytariyada kaydinta tamarta 10% ee qaabka wax soo saarka baytariyada lithium ion ee Shiinaha.
Bateriga korontadu waa qaybta ugu muhiimsan ee baabuurta tamarta cusub. Sanadihii la soo dhaafay, iyada oo la fulinayo siyaasadda "kaarboonka ugu sarreeya, dhexdhexaadka kaarboonka", warshadaha baabuurta tamarta cusub ee Shiinaha waxay keeneen fursad taariikhi ah oo cusub. Sannadkii 2021, iibka baabuurta tamarta cusub ee caalamiga ahi waxa uu gaadhay 6.5 milyan, shixnadaha batteriga korantaduna waxa ay gaadheen 317GWh, ilaa 100.63% sannadkii. Iibka baabuurta tamarta cusub ee Shiinaha waxa uu gaadhay 3.52 milyan unug, shixnadaha baytariyada korontaduna waxa ay gaadheen 226GWh, ilaa 182.50 boqolkiiba sannadkii. Waxaa la filayaa in shixnadda tamarta caalamiga ahi ay gaadho 1,550GWh sanadka 2025 iyo 3,000GWh sanadka 2030.Suuqa Shiinuhu waxa uu sii hayn doonaa booskiisa oo ah suuqa batteriga tamarta ugu wayn aduunka oo leh saami suuqeed xasiloon oo ka badan 50%.
Waqtiga boostada: Dec-21-2022