Soo Koobid
1. Aragti guud
Garaafaynta: awoodda sii deynta bartamaha sanadka soo socda
Alaabada ceeriin: Labada sano ee soo socota waxaa la filayaa inay noqdaan kuwo isbeddel sare leh
2. Farqiga iyo isticmaalka irbadda dhuxusha ee kookaha iyo saliidda kookaha:
Alaab ceeriin ah oo kala duwan: dareeraha saliidda ku salaysan, asfalt dhuxul oo ku salaysan dhuxul.
Adeegsiyo kala duwan: irbad saliid ah, irbad dhuxul ah oo loo isticmaalo koronto koronto oo awood sare leh (ultra); irbad saliid ah oo coke cayriin ah iyo coke la kariyey oo loogu talagalay koronto-dhaliyaha taban.
Jihada horumarinta: Taxanaha dhuxusha ayaa laga yaabaa inuu mustaqbalka soo baxo.
3. Qaabka saadka iyo baahida ee kookaha batroolka: saddexda jiho ee loo adeegsado elektroodka hoose + anode-ka hore loo dubay + elektroodka taban dhammaantood way kordhayaan, halka dhinaca sahaydu aanu ballaarin wax soo saarka ama xitaa aanu dhimin tirada, taasoo keentay qiimo sare iyo badeecadaha la soo dejiyo oo laga yaabo inaysan dabooli karin baahida.
4. Ballaarinta warshadda Anode ee kor u socota: Zhongke Electric iyo Anqing Petrochemical waxay saxiixeen iskaashi istaraatiijiyadeed, laakiin ma jirto ka qaybgal sinnaan dhab ah ama maalgashi.
5. Saamiga kookaha taban: heer sare oo leh kookaha irbadda saafiga ah, oo lagu qasay dhamaadka dhexe, heer hoose oo leh kookaha batroolka saafiga ah. Kookaha irbadda 30-40%, kookaha batroolka 60-70%. Tan oo elektrod taban ah oo leh kookaha batroolka saafiga ah 1.6-1.7 tan.
6. Garaafaynta joogtada ah: horumarka hadda jira ma aha mid ku habboon, oo la mid ah warshadaha diaphragm, laakiin sidoo kale waxay ku tiirsan yihiin qalab si ay u noolaadaan, horumarka mustaqbalka wuxuu yareyn karaa isticmaalka tamarta iyo maalmaha rarista.
S&J
1. Sahayda iyo baahida iyo qiimaha
S: Qaabka saadka iyo baahida iyo yaraanta qiimaha ee kookaha sulfur-ka hooseeya?
A: 1 milyan oo tan oo kookaha aan sulfur lahayn ah ayaa la soo rari doonaa sanadkan, taasoo ka dhigan 60%. Iyada oo 60% wax soo saarku uu yahay, 60/0.6=1 milyan oo tan oo kookaha aan sulfur lahayn ah ayaa loo baahan doonaa. Baahidu waxay ka badan tahay sahayda, taasoo horseedaysa kor u kaca qiimaha, qiimuhuna wuxuu ka badan yahay 8000 yuan.
S: Qaabka saadka iyo baahida sanadka soo socda, xaaladda qiimaha?
A: Coke-ga sulfur-ka hooseeya (coke-ga batroolka caadiga ah) wuxuu leeyahay saddex adeegsi: elektrode, anode hore loo dubay iyo elektrode taban. Saddexduba way sii kordhayaan. Dhinaca sahaydu ma ballaarin ama xitaa ma yarayn wax soo saarka, taasoo keentay qiimo sare.
S: Shirkadaha kookaha ee Q2 waxay leeyihiin koror qiimo, waxaa jira hoos u dhac ku yimid gudbinta
J: Ningde Times iyo BYD mas'uuliyad buuxda ma qaadi doonaan, laakiin waxay qaadan doonaan qayb ka mid ah. Warshadda katooliga ayaa qayb ka qaadan doonta. Warshadda baytariga ee safka labaad ayaa qaban karta. Fiiri faa'iidada saafiga ah halkii tan, oo lagu daray saamiga garaafka, qiimaha kookaha ma aha mid aad u muuqda.
S: Waa maxay baaxadda walxaha taban ee Q2 celcelis ahaan?
A: Aad u yar, 10%, asal ahaan aan isbeddelin garaafka, kookaha sulfur-ka ee Q1 oo hooseeya qiyaastii 5000 yuan, celcelis ahaan Q2 8000 yuan,
S: Aragtida saadka iyo baahida ee ku saabsan codsiga hoose ee kookaha batroolka
A: (1) Baahida gudaha ayaa ka badan saadka: kobaca tiirarka taban waa kan ugu dhaqsaha badan, kobaca 40%+ ee kookaha batroolka, kookaha batroolka labada sano ee soo socota ayaa ku jira argagax weyn, sababtoo ah batroolka gudaha, ballaarinta wax soo saarka Sinopec ayaa ka yar, wax soo saarka gudaha waa 30 milyan oo tan Sannadkii, 12% waa kookaha sulfur oo hooseeya, ma dabooli karo baahida gudaha.
(2) Kaabis soo dejineed: Waxaan sidoo kale ka soo dejin doonnaa kookaha Indonesia, Romania, Ruushka iyo Hindiya. Tijaabada, horumarku waa mid gaabis ah, kaas oo laga yaabo inaanu dabooli karin baahida loo qabo sameynta elektroodka taban.
(3) Go'aanka qiimaha: dhibicda ugu hooseysay sannadkii hore waxay ahayd Maarso, batrool coke-na wuxuu ahaa 3000 yuan/ton. Suurtagalnimada in qiimahan lagu soo laabto waa mid aad u yar.
(4) Jihada mustaqbalka: iyadoo baahida baabuurta korontada ku shaqeysa ay sii kordhayso, waxaa yaraanaya isticmaalka kookaha taxanaha saliidda, taxanaha dhuxushana waa jihada suurtagalka ah
S: Sahayda dhexdhexaadka ah iyo qaabka baahida kookaha?
A: Coke-ga sulfur-ka dhexdhexaadka ah sidoo kale waa mid cidhiidhi ah, tusaale ahaan, 1 milyan oo tan oo anode ah, 10% luminta garaafitirinta, 1.1 milyan oo tan oo garaafitirinta ah, 1 tan oo garaafitirinta ah waxay u baahan tahay 3 tan oo koke-ga sulfur-ka dhexdhexaadka ah, waxay u baahan tahay 3.3 milyan oo tan oo koke-ga sulfur-ka dhexdhexaadka ah si ay u taageerto.
S: Ma jiraan wax warshado taban oo bixiya kookaha batroolka ee kor ku xusan?
J: Zhongke Electric waxay la saxiixatay Anqing Petrochemical iskaashi istiraatiiji ah. Weligay ma maqlin ka qaybgalka dhabta ah ee sinnaanta ama maalgashiga
S: Waa maxay farqiga qiimaha ee u dhexeeya warshadaha yaryar iyo warshadaha waaweyn sida Shanshan iyo Kaijin?
A 
1) warshadaha taban si fudud uma xisaabin karaan farqiga qiimaha. Waxaa jira hal ama laba badeecood oo caadi ah oo ku jira warshadaha taban, kuwaas oo intooda badan ah badeecooyin shaqsiyeed.
(2) Warshadaha yaryar ma laha faa'iidooyin ku saabsan badeecadaha guud, sidaa darteed waa inay hoos u dhigaan qiimaha si ay u daboolaan suuqa. Haddii warshadaha yaryar ay leeyihiin tignoolajiyad urursan oo ay bartaan alaabada heerka sare ah iyo alaabada gaarka ah, waxay abuuri karaan faa'iidooyin. Haddii warshadaha waaweyn aysan samayn alaabada gaarka ah, waxay samayn karaan oo keliya alaabada guud.
2, kala soocidda kookaha batroolka iyo codsiga
S: Waa maxay shuruudaha kookaha walxaha kor ku xusan ee tiirarka taban ee kala duwan?
A: (1) Kala-soocidda: waxaa jira afar ilo oo kook taban ah, kook batrool oo sulfur yar, kook irbad saliid leh, kook irbad dhuxul ah, kook asfalt dhuxul ah.
(2) saamiga: kookaha sulfur-ka hooseeya wuxuu ahaa 60%, kookaha irbadda leh wuxuu ahaa 20-30%, inta soo hartayna waa kookaha asfalt-ka dhuxusha.
S: Waa maxay kala soocidda jiao?
A: Inta badan waxaa loo qaybiyaa batrool iyo dhuxul, saliidda waxaa loo qaybin karaa kook batrool caadi ah, kook irbad; dhuxusha waxaa loo qaybin karaa kook caadi ah, kook irbad, kook asfalt ah
S: Immisa kookaha batroolka ah ayaa isticmaala tan oo elektrod taban ah
A: Kookaha batroolka saafiga ah, 1 loo qaybiyay 0.6-0.65, wuxuu u baahan yahay 1.6-1.7 tan
A: (1) walxo cayriin oo kala duwan: (1) saliid, sifeyn saliid si loo doorto Heer sare oo slurry ah, habeyn fudud waa kookaha batroolka, haddii loo maro gaaska iyo kookaha sulfur, waxaa lagu soo jiidi karaa kookaha irbadda; ② Cabbirka dhuxusha, si la mid ah, dooro laastikada dhuxusha heerka sare ah
(2) codsiyo kala duwan: (1) irbad saliid ah, irbad dhuxul ah oo loo isticmaalo koronto (aad u weyn) awood sare leh; ② Irbad saliid ah oo coke ah oo cayriin ah, coke la kariyey oo taban, dhuxul oo leh wax ka yar, laakiin waxaa sidoo kale jira soosaarayaal la isticmaalo sida Zichen, Shanshan, Kaijin, ka dib marka dhuxushu ay kordhiso codsiga, Shiinaha waa waddan soo saara dhuxul.
S: Faa'iidada irbadda dhuxusha ee kookaha
A: Irbadda kookaha ee taxanaha saliidda ah waxay qiyaastii 2000-3000 yuan ka qaalisan tahay irbadda kookaha ee taxanaha dhuxusha. Irbadda kookaha ee taxanaha dhuxusha leh waxay leedahay faa'iido qiimo leh.
S: Mustaqbalka codsiga ee kookaha batroolka ee sulfur dhexdhexaadka ah
A: Elektroodka taban wali waxaa loo isticmaalaa kaydinta tamarta, iyadoo shuruudaha kaydinta tamarta ay yar yihiin iyo awood yar
S: Ma jiraa wax farqi ah oo ku jira waxqabadka marka loo isticmaalo elektroodka taban
A: Farqiga u dhexeeya irbadda cabbirka dhuxusha ma aha mid weyn, Zichen, qoryaha Shiinaha ayaa la isticmaalaa, cabbirka dhuxusha ee kookaha asfalt-ka caadiga ah ayaa sidoo kale loo isticmaali karaa kaydinta tamarta.
S: Ma adag tahay in laga sameeyo irbad kook ah oo laga sameeyo kookaha batroolka?
A: Awoodda wax soo saarka irbadda saliidda ee kookaha oo ah 1.18 milyan oo tan, hab-socodku aad uma adka, iyada oo loo marayo sawiridda kookaha ee kookaha irbadda, inta badan dooro Slurry ka wanaagsan in la sameeyo, dhibaatada hadda jirta ayaa ah in ganacsiyada taban iyo isweydaarsiga kookaha irbadda ee kor u socda aysan aad u badnayn. Haddii iskaashi badan la sameeyo, cilmi-baarista iyo horumarinta xigta waa in la sameeyaa iskaashi.
S: Ma walxaha la isku dari doonaa?
J: Saddex waddo: kookaha batroolka saafiga ah, kookaha irbadda saafiga ah, kookaha batroolka + kookaha irbadda. kookaha batroolka saafiga ah wuxuu leeyahay waxqabad firfircoon oo firfircoon, sawir-qaadis fudud, awood sare iyo isku-dhaf sare, labaduba waa kuwo is-dhammaystiran. Dhammaadka sare wuxuu isticmaalaa kookaha irbadda saafiga ah, dhammaadka dhexe wuxuu isticmaalaa isku-dhafan, dhammaadka hoose wuxuu isticmaalaa kookaha batroolka saafiga ah.
S: Waa maxay saamiga isku-dhafka ah
A: Kookaha irbadda 30-40%, kookaha batroolka 60-70%
3, anode kaarboon iyo silikoon
S: Waa maxay saameynta horumarinta anod-ka kaarboon ee silikoon ku leeyahay kookaha batroolka iyo kookaha irbadda?
A: (1) Qiyaasta: sannadkii hore, 3500 tan oo ah monomer silicon ah, 80% mugga Beitre waa kan ugu weyn, dhululubo la isticmaalay in ka badan, Panasonic, LG oo loo isticmaalay oksijiin silicon ah, Samsung oo loo isticmaalay nano-silicon. Shirkadda C waxay u baahan tahay wax soo saar ballaaran oo qolof laba jibbaaran ah, kaas oo dib loo dhigay. Wax soo saarka tirada Q1 ee sannadka soo socda wuxuu noqon doonaa 10GWH, kaas oo u baahan qiyaastii 1000 tan iyadoo loo eegayo 10% isku darka.
(2) Xirmo jilicsan: sababtoo ah ballaarinta silikoon, way adag tahay in la dabaqo
(3) silikoon: ama habka isku darka, Panasonic 4-5 dhibcood oo oksijiin silikoon ah, 60% dabiici ah + 40% garaafit macmalka ah (koke batrool), ayaa sidoo kale lagu qasi karaa koke irbad ah, inta badan iyadoo loo eegayo waxqabadka badeecada.
S: Silikoonka ku jira kaarboon-anode ma silikoon saafi ah ayuu u yahay?
A: Mid waa oksijiin silikoon ah, kan kalena waa nano-silicon.
(1) oksijiin silikoon: falgalka isku darka kulul ee silikoon + silikoon dioxide ee silikoon, silikoonku meel walba ayuu yaal, shuruudaha silikoonku ma sarreeyaan, ka iibso birta silikoon ee caadiga ah waxay noqon kartaa, qiimaha 17,000-18,000.
(2) nano-silicon: daahirnimo 99.99% (4 9) ama ka badan, oo ku jirta folta-folta-ka marka loo eego shuruudaha elektroodka taban, daahirnimo ka badan 6 9.
4. Faa'iidooyinka iyo khasaarooyinka Sunstone
S: Ma jirtaa faa'iido ay ganacsatadu u leeyihiin inay sameeyaan tiirar taban, sida Socom?
A 1) suotong wuxuu soo saaraa 4 milyan oo tan oo kookaha batroolka ah sannadkii, warshadaha taban oo dhanna waxay soo saaraan 1 milyan oo tan, taas oo 4 jeer ka badan. Waxay leedahay faa'iidada mugga. Waxaa jira xiriiro toos ah oo yar oo lala yeesho CNPC iyo sinopec, inta badan ganacsatada, sababtoo ah ganacsiga ayaa si weyn looga wada hadlaa.
(2) isbeddelka qiimaha warshadaha: warshadaha saliidda kookaha ee bilowga sanadka iyo dhammaadka qiimuhu waa sarreeyaa, sababtoo ah in la kaydiyo, bisha Maajo iyo Juun, saliidda sulfur-ka ee hooseeya, saliidda sulfur-ka ee dhexdhexaadka ah, kookaha ayaa hoos u dhacay 10-15%, sababtoo ah kayd badan, bisha Oktoobar oo bilaabay inuu kaydsado, qiimuhu mar kale wuu kici doonaa
S: Soo-saareyaasha taban ma si toos ah ayay u iibsan doonaan kookaha batroolka? Aaway faa'iidada Sotone?
J: Inta badan wali waxaa laga iibsadaa ganacsatada. Mugga aad buu u yar yahay in lala ganacsado CNPC iyo Sinopec. Coke-ga sulfur-ka sare, dhexe iyo kan hoose labadaba waa la soo saaraa.
5, graphite macmal ah iyo graphite dabiici ah
S: Isticmaalka garaafitka dabiiciga ah
A 1) badankoodu waxaa loo isticmaalaa dibadda. Korontada LG waxay isticmaashaa nus macmal ah iyo nus dabiici ah. Warshadaha waaweyn ee gudaha B iyo C waxay sidoo kale isticmaalaan qayb ka mid ah dabiiciga, taas oo ah qiyaastii 10%
(2) cilladaha garaafitka dabiiciga ah: garaafitka dabiiciga ah ee aan wax laga beddelin wuxuu leeyahay dhibaatooyin badan, sida ballaarinta ballaaran, waxqabadka wareegga oo liita.
(3) Go'aanka isbeddelka: haddii si tartiib tartiib ah loogu isticmaalo dabiiciga Shiinaha, waxaa lagu talinayaa in laga isticmaalo baabuurta heerka hoose. Way fududaan doontaa in la helo dhibaatooyin la xiriira baabuurta heerka sare ah oo si toos ah loogu qasay 20-30%.
S: Waa maxay faraqa u dhexeeya graphite dabiiciga ah iyo graphite macmalka ah?
A: Graphite-ka dabiiciga ah ayaa durba dhulka ku jira. Ka dib marka la shiido, wuxuu noqdaa graphite lakabaysan. Marka la duubo, wuxuu noqdaa kubad graphite dabiici ah
Faa'iidooyinka: raqiis ahaan, awood sare (360GWH), isku-dhaf sare;
Qasaarooyinka: waxqabadka baaskiil wadista oo liita, ballaarin fudud, waxqabadka heerkulka sare oo liita
S: Tiknoolajiyadda aan-samaynta lahayn ee graphite anode ma ku faaftay si qof walba uu u sameeyo badeecooyin isku mid ah?
J: Waa run in tiknoolajiyadu faafinayso. Hadda waxaa jira dhir yaryar oo badan. Laga soo bilaabo bartamihii sannadkii hore ilaa hadda, geedka taban wuxuu soo saaray 6 ilaa 7 milyan oo tan.
(1) Waxaa jira xisaabin labanlaab ah. 300,000 oo tan oo alaab ah oo dhammaystiran iyo 100,000 oo tan oo sawir-qaadis ah ayaa la maalgeliyaa. Xogta guud waa mid aad u badan.
(2) Qorsheynta maxalliga ah waa mid aad u ballaaran, dawladdu sidoo kale waxay leedahay baahi, waxay rabtaa inay kor u qaaddo waxqabadka;
(3) Guud ahaan, awoodda wax ku oolka ah waxay noqon kartaa oo keliya 20%, ku dhawaaqista awoodda magaca ah in la sameeyo wax taban, dhab ahaantii, waa habka, OEM, faafinta tiknoolajiyada ama heerka.
S: Isticmaalka dabiiciga ah ee gudaha waa yar yahay, ma la xiriirtaa tiknoolajiyada taban, ma tiknoolajiyada taban ee shisheeye ayaa ka fiican?
A: (1) Dibadda: Samsung iyo LG waxay isticmaaleen alaabada dabiiciga ah muddo dheer tiknoolajiyadooduna way bislaatay, sidaa darteed waxqabadka liita ee ay keenaan alaabada dabiiciga ah wuu ka yaraan doonaa kan Shiinaha.
(2) Gudaha: ① ka hor BYD oo leh garaafit dabiici ah waa mid hore, BYD hadda waa 10% garaafit dabiici ah, bas leh garaafit dabiici ah, badh iyo badh, Han, Tang, shaabad waxay isticmaalayaan garaafit macmal ah, baabuur heer hoose ah ayaa ku dhiiraday inay isticmaalaan.
Isticmaalka ugu weyn ee ningde waa graphite macmal ah, graphite dabiici ah ma aha mid waxtar leh.
S: Qiimaha anodka graphite-ka dabiiciga ah ma kordhaa?
A: Iyadoo ku xiran xaaladda suuqa, qiimuhu wuu kordhi doonaa waxaana jiri doona isbeddello qiimuhu sameeyo
6, sawir-qaadis joogto ah
S: Horumarka ku yimid sawir-qaadista joogtada ah?
A 1) horumarka hadda jira ma aha mid ku habboon, hadda garaafisiintu waa foorno nooc sanduuq ah, foornada acheson, garaafisinta joogtada ah waxay la mid tahay warshadaha diaphragm, sidoo kale waxay ku xiran tahay qalabka.
(2) Shirkad Jabbaan ah ayaa shaqo fiican qabata. 340kg/WH iyo wax ka hooseeya alaabtu ma laha dhibaato weyn, halka 350kg/WH oo leh awood sare aysan degganayn.
(3) Grafitization joogto ah waa jihada horumarinta wanaagsan, hal tan wuxuu u baahan yahay koronto 4000-5000 KWH ah, hal maalin si loo soo saaro alaabada, foornada sanduuqa, foornada Aitchison saddex ama afar maalmood si loo soo saaro alaabada, ka dib xukunka iyo habka dhaqameedku wuu sii jiri doonaa.
Waqtiga boostada: Juun-20-2022