Abstract
1. Aragtida guud
Sawiraynta: awoodda siideynta bartamaha sanadka soo socda
Qalabka ceeriin: labada sano ee soo socota waxaa la filayaa inay noqdaan isbeddel sare
2. Farqiga iyo codsiga kookaha irbadda dhuxusha iyo coke irbadda saliidda:
Qalab cayriin oo kala duwan: Saliid-saliid ku salaysan saliid, dhuxusha - asphalt dhuxul ku salaysan.
Codsiyo kala duwan: coke cirbadda saliidda, coke coke coke irbadda dhuxusha loo isticmaalo (ultra) koronto sare; Coke irbad saliid ceyriin iyo kookaha la kariyey ee koronto xun.
Jihada horumarinta: Taxanaha dhuxusha ayaa laga yaabaa inay horumaraan mustaqbalka.
3. Supply and demand of petroleum coke: the three directions application of the downstream electrode + pre-duked anode + negative electrode are all on the kororka, halka dhinaca sahaydu aanu balaadhin wax soo saarka ama xataa hoos u dhigin tirada, taasoo keenta qiimo sare iyo soo dejinta. laga yaabaa in alaabtu aanay awoodin inay daboolaan baahida.
4. Kordhinta warshadda Anode: Zhongke Electric iyo Anqing Petrochemical waxay saxeexdeen iskaashi istaraatiijiyadeed, laakiin ma jirto ka qaybqaadasho dhab ah ama maalgashi.
5. Saamiga kookaha taban:-dhamaadka sare leh coke irbad saafi ah, lagu qaso dhamaadka dhexe,-dhamaadka hoose leh kookaha batroolka saafiga ah. Irbada coke 30-40%, batroolka kookaha 60-70%. Tan oo ah koronto taban oo leh kookaha batroolka saafiga ah 1.6-1.7 tan.
6. Garaafaynta joogtada ah: horumarka hadda jira maaha mid ku habboon, oo la mid ah warshadaha diaphragm, laakiin sidoo kale ku tiirsan qalabka si aad u noolaato, horumarka mustaqbalka ayaa yarayn kara isticmaalka tamarta iyo maalmaha shixnadaha.
Q&A
1. Sahayda iyo dalabaadka iyo qiimaha
S: Habka bixinta iyo dalabka iyo yaraanta qiimaha kookaha sulfur ee hooseeya?
J. Marka la helo 60% soo-saarka, 60/0.6=1 milyan tan oo kookaha baaruudda yar ayaa loo baahan doonaa. Baahidu way dhaaftay sahayda, taasoo keentay kor u kaca qiimaha, qiimuhuna waxa uu ka badan yahay 8000 yuan
S: Qaabka saadka iyo dalabka sanadka soo socda, xaalada qiimaha?
J: Coke sulfur Low (coke batroolka caadiga ah) wuxuu leeyahay saddex codsi: electrode, anode prebaked iyo electrode taban. Saddexduba way korayaan. Dhinaca sahaydu ma aysan ballaarin ama xitaa hoos u dhigin wax soo saarka, taasoo keentay qiimo sare
S: Shirkadaha Q2 Coke waxay leeyihiin qiimo koror, waxaa jira hoos u dhac ku yimaada
J: Ningde Times iyo BYD ma qaadi doonaan mas'uuliyad buuxda, laakiin qayb ayay ka qaadan doonaan. Warshada cathode ayaa qayb ka qaadan doonta. Warshada batteriga ee laynka labaad ayaa qaban karta. U fiirso faa'iidada saafiga ah halkii ton, oo ay weheliso saamiga garaafyada, qiimaha kookuhu maaha mid iska cad
S: Waa maxay baaxadda walxaha taban ee Q2 celcelis ahaan?
J: Marka la eego yar, 10%, garaafaynta asal ahaan aan isbeddelin, Q1 kookaha baaruud hoose ee ku saabsan 5000 yuan, celceliska Q2 8000 yuan,
S: Sahayda iyo dalabka aragtida codsiga hoose ee coke batroolka
A: (1) Baahida gudaha ayaa dhaaftay sahayda: kobaca cirifka taban ayaa ah kan ugu dhaqsaha badan, 40% + kobaca batroolka kookaha, kookaha batroolka ee labada sano ee soo socota waxay ku jiraan naxdin aad u sareysa, sababtoo ah petrochina gudaha, ballaarinta wax soo saarka Sinopec ayaa ka yar, wax soo saarka gudaha 30 milyan oo tan sannadkii, 12% waa kookaha sulfur hooseeya, ma dabooli karo baahida gudaha.
(2) Kaabista soo dejinta: Waxaan sidoo kale ka soo dejin doonaa kookaha Indonesia, Romania, Russia iyo India. Imtixaanka, horumarku waa mid gaabis ah, kaas oo laga yaabo in aanu awoodin inuu daboolo baahida loo qabo samaynta koronto xun
(3) Qiimaha qiimaha: barta hoose ee sannadkii hore waxay ahayd March, iyo kookaha batroolka wuxuu ahaa 3000 yuan / ton. Suurtagalnimada ku noqoshada qiimahan waa mid yar
(4) Jihada mustaqbalka: iyadoo baahida sii kordheysa ee baabuurta korontada ku shaqeysa, kookaha taxanaha saliidda oo yar iyo ka yar ayaa la isticmaalaa, iyo taxanaha dhuxusha waa jihada suurtagalka ah
S: Kookaha dhexdhexaadka ah iyo qaabka dalabka?
J: Coke sulfur dhexdhexaad ah sidoo kale waa mid adag, tusaale ahaan, 1 milyan oo tan oo anode ah, 10% luminta graphitization, 1.1 milyan oo tan garaafka garaafka, 1 tan garaafka garaafka wuxuu u baahan yahay 3 tan oo kookaha baaruud dhexdhexaad ah, wuxuu u baahan yahay 3.3 milyan oo tan oo kookaha dhexdhexaad ah. in la taageero
S: Ma jiraan dhir taban oo siinaya kookaha batroolka?
J: Zhongke Electric waxay la saxeexatay iskaashi istiraatijiyadeed oo ay la yeelato Anqing Petrochemical. Weligay maan maqal ka qaybgalka sinnaanta dhabta ah ama maalgashiga
S: Waa maxay faraqa u dhexeeya wershadaha yaryar iyo kuwa waaweyn sida Shanshan iyo Kaijin?
A 
1) warshadaha taban si fudud uma xisaabin karaan farqiga qiimaha. Waxaa jira hal ama laba badeecooyin caadi ah oo ku jira warshadaha taban, kuwaas oo intooda badan ah alaab shakhsi ahaaneed.
(2) Warshadaha yaryar wax faa'iido ah kuma laha badeecadaha guud, markaa waa inay hoos u dhigaan qiimaha si ay u daboolaan suuqa. Haddii warshado yaryari ay urursadeen tignoolajiyada oo ay baraan alaabada ugu sareysa iyo alaabada shakhsi ahaaneed, waxay abuuri karaan faa'iidooyin. Haddii warshadaha waaweyni aysan samayn alaab shakhsiyeed, waxay samayn karaan oo kaliya alaabta guud.
2, Kala soocida coke batroolka iyo codsiga
S: Waa maxay shuruudaha loo baahan yahay kookaha walxaha kore ee tiirarka taban ee kala duwan?
A: (1) Kala-soocidda: waxaa jira afar ilood oo kookaha taban, kookaha sulfur batroolka hooseeya, coke irbadda saliidda leh, coke irbadda dhuxusha, kookaha asphalt dhuxusha.
(2) saamiga: kookaha sulfur hoose ayaa lagu xisaabiyaa 60%, coke irbad 20-30%, inta soo hartay waa kookaha asphalt dhuxusha.
S: Waa maxay kala soocida jiao?
J: Inta badan waxaa loo qaybiyaa batroolka iyo dhuxusha, saliidda waxaa loo qaybin karaa coke batroolka caadiga ah, coke irbad; Dhuxusha waxaa loo qaybin karaa kookaha caadiga ah, coke cirbadda, kookaha asphalt
S: Intee in le'eg ayaa kookaha batroolka uu isticmaalo tan oo koronto-diid ah
A: Coke batroolka saafiga ah, 1 loo qaybiyay 0.6-0.65, wuxuu u baahan yahay 1.6-1.7 tan
A: (1) alaabta ceeriin ee kala duwan: (1) saliid, sifaynta saliid si ay u doortaan Heerka sare ee slurry, farsamaynta fudud waa petroleum coke, haddii loo maro gaaska iyo kookaha baaruud, waxaa lagu jiidi karaa coke irbad; ② Cabbiraadaha dhuxusha, si la mid ah, dooro asphalt dhuxul heer sare ah
(2) codsiyada kala duwan: (1) coke irbadda saliidda, coke coke irbad dhuxul loo isticmaalo (super) koronto sare; ② Saliida coke coke ceeriin, kookaha la kariyey ee taban, dhuxusha leh wax ka yar, laakiin sidoo kale waxaa jira warshadeeyayaasha loo isticmaalo sida Zichen, Shanshan, Kaijin, ka dib markii dhuxusha laga yaabo inay kordhiso codsiga, Shiinaha waa waddan soo saara dhuxusha.
S: Faa'iidada coke irbadda dhuxusha
J: Kookaha irbadda taxanaha ah ee saliiddu waxay ku saabsan tahay 2000-3000 yuan ka qaalisan kookaha irbadda taxanaha ah ee dhuxusha. Coke-taxane dhuxul-dhagax ayaa leh faa'iido qiimo leh
S: Rajada codsiga mustaqbalka ee kookaha batroolka sulfur dhexdhexaad ah
A: Electrode taban ayaa wali loo isticmaalaa kaydinta tamarta, iyada oo shuruudaha kaydinta tamarta yar iyo awood yar
S: Ma jiraa farqi u dhexeeya waxqabadka marka loo isticmaalo korantada taban
A: Dhuxusha cabbirka farqiga coke irbadda ma weyna, Zichen, fir Chinese ayaa loo isticmaalaa, dhuxusha cabbirka coke asphalt caadiga ah sidoo kale waxaa loo isticmaali karaa kaydinta tamarta
S: Way adag tahay in kookaha irbadda laga sameeyo kookaha batroolka?
A: awoodda wax soo saarka coke irbadda saliidda 1.18 million ton, geedi socodka ma aha mid aad u adag, iyada oo la sawiro coke galay coke coke, inta badan dooro A slurry ka fiican in la sameeyo, dhibaatada hadda waa in shirkadaha taban iyo korka coke sarrifka irbadu ma aha A. wax badan, haddii iskaashi badan, cilmi-baarista dambe iyo horumarinta, iskaashiga waa in la sameeyaa
S: Ma la isku dari doonaa agabka?
J: Saddex dariiqo: coke batroolka saafiga ah, kookaha irbadda saafiga ah, batroolka kookaha + irbadda coke. Coke batroolka saafiga ah wuxuu leeyahay waxqabad firfircoon oo wanaagsan, garaafid sahlan, karti sare iyo isafgarad sare, labaduba waa is dhammaystir. Dhamaadka sare wuxuu isticmaalaa coke irbad saafi ah, dhamaadka dhexe wuxuu isticmaalaa isku dhafan, dhamaadka hoose wuxuu isticmaalaa kookaha batroolka saafiga ah.
S: Waa maxay saamiga u dhigma
J: Irbada coke 30-40%, petroleum coke 60-70%
3, carbon iyo silicon anode
S: Waa maxay saamaynta ay ku leedahay horumarinta silikoon carbon anode on coke batroolka iyo coke irbadda?
A: (1) Qiyaasta: sannadkii hore, 3500 tan oo silikoon monomer ah, 80% mugga Beitre waa kan ugu weyn, dhululubo ayaa la isticmaalay, Panasonic, LG waxay isticmaashay oksijiin silicon, Samsung waxay isticmaashay nano-silicon. Shirkadda C waxay u baahan tahay wax soo saar ballaaran oo qolof labajibbaaran, kaas oo dib loo dhigay. Wax soo saarka guud ee Q1 ee sanadka soo socda wuxuu noqon doonaa 10GWH, kaas oo u baahan ilaa 1000 tan marka loo eego 10% isku darka.
(2) Xirmo jilicsan: sababtoo ah ballaarinta silikoon, way adagtahay in la codsado
(3) Silicon: ama habka isku dhafka, Panasonic 4-5 dhibcood silikoon oksijiin, 60% dabiiciga ah + 40% garaafyada macmalka ah (petroleum coke), ayaa sidoo kale lagu qasi karaa coke irbadda, inta badan iyadoo loo eegayo waxqabadka alaabta
S: Silikoonku ma yahay kaarboon anode silikoon nadiif ah oo sarreeya?
J: Mid waa oksijiin silikoon ka kalena waa nano-silikon.
(1) Silicon oksijiin: Silicon + Silicon dioxide falcelinta isku dhafka kulul ee silica, silica waa meel kasta, shuruudaha silikoon maaha mid sarreeya, iibso birta silikoon caadiga ah waxay noqon kartaa, qiimaha 17,000-18,000.
(2) nano-silikon: daahirsanaanta 99.99% (4 9) ama in ka badan, in photovoltaic ka badan shuruudaha electrode taban, daahirsanaanta ka badan 6 9.
4. Faa'iidooyinka iyo faa'iido darrada qorraxdu
S: Ma jirtaa faa’iido ay ganacsatadu u leeyihiin inay sameeyaan cirif xun, sida Socom?
A 1) Suotong waxa ay soo iibisaa 4 milyan oo tan oo kookaha batroolka ah sannadkii, dhammaan warshadaha taban waxay soo iibsadaan 1 milyan tan, taas oo 4 jeer ka weyn. Waxay leedahay faa'iidada mugga. Waxaa jira xiriir toos ah oo yar oo lala yeesho CNPC iyo sinopec, inta badan ganacsatada, sababtoo ah ganacsiga ayaa laga wada hadlay
(2) isbeddelka qiimaha warshadaha: warshadaha kookaha saliidda ee bilowga sanadka iyo dhamaadka qiimuhu waa sarreeyaa, sababtoo ah si loo kaydiyo, May iyo June, baaruud hooseeya, kookaha saliidda dhexdhexaadka ah ayaa hoos u dhacay 10-15%, sababtoo ah alaabooyin badan, bishii Oktoobar oo bilaabay inay kaydiyaan, qiimuhu mar kale ayuu kici doonaa
S: Soosaarayaasha taban si toos ah ma u iibsan doonaan kookaha batroolka? Aaway faa'iidada Sotone?
J: Intooda badan wali waxa laga iibsadaa ganacsato. Mugga ayaa aad u yar in lagu kala iibsado CNPC iyo Sinopec. Labada kookaha baaruudda sare, dhexe iyo kuwa hooseba waa la soo saaraa
5, graphite macmal ah iyo graphite dabiiciga ah
S: Isticmaalka garaafyada dabiiciga ah
A 1) intooda badan waxaa loo isticmaalaa dibadda. Awoodda LG waxay isticmaashaa kala badh macmal ah iyo badh dabiici ah. Warshadaha waaweyn ee gudaha ee B iyo C ayaa sidoo kale isticmaala qayb ka mid ah dabiiciga ah, taas oo ah ilaa 10%
(2) cilladaha garaafka dabiiciga ah: garaafyada dabiiciga ah ee aan la beddelin ayaa leh dhibaatooyin badan, sida ballaarinta ballaaran, waxqabadka wareegga oo liita.
(3) Xukunka isbeddelka: haddii dabiiciga ah si tartiib tartiib ah loogu isticmaalo Shiinaha, waxaa lagu talinayaa in laga isticmaalo baabuurta hoose. Way sahlanaan doontaa in aad dhibaato kala kulanto baabuurta sare ee si toos ah ugu qasan 20-30%.
S: Waa maxay farqiga u dhexeeya garaafyada dabiiciga ah iyo garaafyada macmalka ah?
J: Garaafka dabiiciga ahi waa horeba garaaf ahaan dhulka. Ka dib marka la qaado, waxay noqotaa graphite lakabaysan. Marka la duubo, waxay noqotaa kubbad garaafeed dabiici ah
Faa'iidooyinka: xad raqiis ah, awood sare (360GWH), cufnaanta sare;
Khasaaraha: waxqabadka baaskiil wadid liidata, fidinta fudud, waxqabadka heerkul sare oo liita
S: Tignoolajiyada anode garaafiga macmalka ah miyuu faafay si qof kastaa u sameeyo alaab isku mid ah?
J: Waa run in ay jirto fidinta tignoolajiyada. Hadda waxaa jira dhir yar yar 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 laba jibaaran. 300,000 tan oo badeecooyin la dhammeeyey iyo 100,000 oo tan garaafaynta ayaa la maalgeliyay. Wadarta xogta waa mid aad u weyn.
(2) Qorshaynta maxalliga ahi waa mid aad u ballaaran, dawladdu sidoo kale waxay leedahay baahi, waxay rabtaa inay kor u qaaddo waxqabadka;
(3) Guud ahaan, awoodda waxtarka leh waxay noqon kartaa oo keliya 20%, ku dhawaaqida awoodda magaca samaynta diidmada, dhab ahaantii, waa habka, OEM, faafinta tignoolajiyada ama marinka.
S: Isticmaalka dabiiciga ah ee guduhu wuu yar yahay, ma waxay la xidhiidhaa tignoolajiyada taban, tignoolajiyada taban ee shisheeye miyay ka fiican tahay?
J: (1) Dibadda: Samsung iyo LG waxay isticmaaleen alaab dabiici ah muddo dheer, tignoolajiyadaduna aad bay u bislaaday, sidaa darteed waxqabadka liita ee ay sababaan badeecadaha dabiiciga ahi wuu ka yaraan doonaa kan Shiinaha.
(2) Gudaha: ① ka hor BYD oo leh garaafyada dabiiciga ah waa hore, BYD hadda waa 10% garaafyada dabiiciga ah, baska leh qaar ka mid ah garaafyada dabiiciga ah, kala badh iyo badh, Han, Tang, shaabad ayaa isticmaalaya garaafka macmalka ah, baabuurta dhamaadka hoose waxay ku dhiiradaan inay isticmaal.
Isticmaalka ugu weyn ee ningde waa graphite macmal ah, graphite dabiiciga ah ma aha mid anfacaya.
S: Qiimaha graphite anode ma kordhiyaa?
J: Iyada oo ku xidhan xaaladda suuqa, qiimuhu wuu kacayaa, waxaana jiri doona isbeddelo qiimo
6, garaafaynta joogtada ah
S: Horumarka garaafaynta joogtada ah?
A 1) horumarka hadda jira maaha mid ku haboon, hadda garaafyada waa foornada nooca sanduuqa, foornada acheson, garaafaynta joogtada ah waxay la mid tahay warshadaha diaphragm, sidoo kale waxay kuxirantahay qalabka.
(2) Shirkad Japan ah ayaa qabata shaqo ka fiican. 340kg / WH iyo alaabta ka hooseeya ma laha dhibaato weyn, halka 350kg / WH oo leh awood sare ma aha mid deggan.
(3) Garaafyada joogtada ah waa jihada horumarineed ee wanaagsan, hal tan ayaa u baahan koronto 4000-5000 KWH, hal maalin si loo soo saaro alaabta, foornada sanduuqa, foornada Aitchison saddex ama afar maalmood si loo soo saaro alaabta, ka dib xukunka iyo habka dhaqanka ayaa wada noolaan doona.
Waqtiga boostada: Juun-20-2022