[Needle Coke] Kugovera uye kudiwa kuongororwa uye kusimudzira maitiro etsono coke muChina
I. China's tsono coke market capacity
Muna 2016, huwandu hwepasi rose hwekugadzira tsono coke hwaive 1.07 miriyoni matani / gore, uye kugona kweChina kugadzira tsono coke yaive 350,000 matani / gore, ichiverengera 32.71% yepasi rose kugadzirwa kwesimba. Pakazosvika 2021, huwandu hwepasi rose hwekugadzira tsono coke hwakakwira kusvika pamamiriyoni mazana matatu nemazana matatu nematanhatu ematoni/gore, pakati peiyo China yekugadzira tsono coke yaive 2.29 miriyoni matani / gore, ichiverengera 68.15% yepasi rose kugadzirwa. Mabhizinesi eChina ekugadzira tsono coke akawedzera kusvika 22. Huwandu hwese hwekugadzira mabhizinesi edzimba dzetsono coke hwakawedzera ne554.29% kana zvichienzaniswa ne2016, nepo kugadzirwa kweiyo yekunze tsono coke yakagadzikana. Pakazosvika 2022, kugadzirwa kweChina coke yetsono kwakawedzera kusvika 2.72 miriyoni matani, kuwedzera kanokwana ka7.7, uye nhamba yevanogadzira tsono yeChinese coke yakawedzera kusvika pamakumi maviri nenomwe, ichiratidza kukura kwakakura kweindasitiri, uye kutora maonero epasirese. , chikamu cheChina chetsono coke pamusika wepasi rose chave kuwedzera gore negore.
1. Oiri yekugadzira simba retsono coke
Hunhu hwekugadzirwa kwemafuta-akateedzana tsono coke yakatanga kukura nekukurumidza kubva 2019. Kubva 2017 kusvika 2019, musika weChina wemafuta-akateedzana tsono coke waitongwa nemarasha matanho, ukuwo kuvandudzwa kweoiri-yakatevedzana tsono coke kwainonoka. Mazhinji emakambani akagadzwa akaiswa mukugadzirwa mushure me2018, uye huwandu hwekugadzira mafuta-akateedzana tsono coke muChina yakasvika 1.59 miriyoni matani ne2022. Kugadzirwa kwakaramba kuchiwedzera gore negore. Muna 2019, musika wezasi wegraphite electrode wakatendeuka zvakanyanya kudzika, uye kudiwa kwetsono coke kwaive kushoma. Muna 2022, nekuda kwekukanganisa kwedenda reCCIDID-19 uye Winter Olympics nezvimwe zviitiko zveveruzhinji, kudiwa kwakaderera, nepo mitengo yakakwira, mabhizinesi haakurudzirwe kugadzira, uye kukura kunononoka.
2. Kugadzira simba remarasha kuyera tsono coke
Kugona kwekugadzirwa kwemarasha chiyero chetsono coke zvakare kunoramba kuchiwedzera gore negore, kubva pa350,000 matani muna 2017 kusvika 1.2 miriyoni matani muna 2022. Kubva 2020, chikamu chemusika wemarasha chiyero chinodzikira, uye oiri akatevedzana tsono coke inova iyo huru yetsono coke. Mukutaura kwekubuda, yakachengetedza kukura kubva ku2017 kusvika ku2019. Kubva 2020, kune rumwe rutivi, mari yacho yakanga yakakwirira uye purofiti yakadzoserwa. Kune rumwe rutivi, kudiwa kwe graphite electrode kwakanga kusina kunaka.
Ⅱ. Kutsvaga kuongororwa kwetsono Coke kuChina
1. Kuongororwa kwemusika we lithium anode zvinhu
Kubva pakubuda kwezvinhu zvisina kunaka, kuburitswa kwegore negore kwezvinhu zvisina kunaka zveChina kwakawedzera zvishoma nezvishoma kubva muna 2017 kusvika 2019. Muna 2020, zvichikanganiswa nekuenderera mberi kwemusika wepasi, kutanga kwebhatiri remagetsi kunotanga kukwira, kudiwa kwemusika kunowedzera zvakanyanya. , uye maodha emabhizimusi emagetsi emagetsi anowedzera, uye kutanga kwese kwebhizinesi kunotora nekukurumidza uye kunoramba kuchikwira kumusoro. Muna 2021-2022, kubuda kweChina kwezvinhu zvelithium cathode kwakaratidza kukura kwakakura, zvichibatsirwa nekuenderera mberi kwekuvandudzwa kwemamiriro ekunze ebhizinesi emaindasitiri epasi, kukurumidza kusimudzira musika wemotokari yemagetsi matsva, kuchengetedza simba, kushandiswa, simba diki nemimwe misika yakaratidzawo kusiyana. madhigirii ekukura, uye makuru makuru cathode zvinhu mabhizinesi akachengetedza kugadzirwa kwakazara. Zvinofungidzirwa kuti kubuda kwezvinhu zvisina kunaka emagetsi zvinotarisirwa kudarika matani miriyoni 1.1 muna 2022, uye chigadzirwa chiri mumamiriro ekushomeka, uye tarisiro yekushandiswa kwezvinhu zvisina kunaka zve electrode yakakura.
Tsono coke ndiyo inokwidza indasitiri yelithium bhatiri uye anode zvinhu, izvo zvine hukama nekuvandudzwa kwerithium bhatiri uye cathode zvinhu musika. Iyo minda yekushandisa yelithium bhatiri inonyanya kusanganisira bhatiri remagetsi, bhatiri revatengi uye bhatiri rekuchengetedza simba. Muna 2021, mabhatiri emagetsi achaita 68%, mabhatiri evatengi e22%, uye mabhatiri ekuchengetedza simba e10% yeChina yeLithium ion bhatiri chigadzirwa chimiro.
Simba rebhatiri ndiro musimboti wemotokari itsva dzine simba. Mumakore achangopfuura, nekushandiswa kweiyo "carbon peak, carbon neutral" mutemo, indasitiri yemotokari yemagetsi yeChina yakaunza mukana mutsva wenhoroondo. Muna 2021, kutengeswa kwemotokari nyowani dzepasi rose kwakasvika 6.5 miriyoni, uye kutakura kwebhatiri remagetsi kwakasvika 317GWh, kukwira 100.63% gore negore. Kutengeswa kwemotokari nyowani yeChina kwakasvika 3.52 miriyoni mayuniti, uye kutakura kwebhatiri remagetsi kwakasvika 226GWh, kukwira 182.50 muzana gore negore. Zvinotarisirwa kuti pasi rose simba rebhatiri rekutakura richasvika 1,550GWh muna 2025 uye 3,000GWh muna 2030. Musika weChina uchachengetedza nzvimbo yayo semusika mukuru webheteri yemagetsi munyika yose ine mugove wakagadzikana wemusika wepamusoro pe50%.
Nguva yekutumira: Zvita-21-2022