Mabhatiri aTesla, mashizha aBYD, kutsvaga kwe 'carbon' pakati: Sei vagadziri vemabhatiri vepamusoro vari kutora aya 'matombo matema'

Chikonzero chikuru nei vagadziri vemabhatiri vepamusoro vari kutsvaga kutenga graphitized petroleum coke iri mubasa rayo sechinhu chakakosha chekugadzira zvinhu zveanode, izvo zvinoita basa guru mukusimudzira mashandiro emabhatiri, kuderedza mitengo, uye kusangana nezvinodiwa neindasitiri itsva yesimba. Ongororo inotevera inoitwa kubva pazvikamu zvitatu: tekinoroji, musika, uye indasitiri.

I. Tekinoroji Dimension: Graphitized Petroleum Coke ndiyo "Dombo rekona" reAnode Materials

1. Maitiro ekugadzira girafiti anowedzera mashandiro echinhu
Graphitized petroleum coke inoshandurwa kuita high-crystallinity graphite kuburikidza nekupisa kwakanyanya (kazhinji kunodarika 2,800°C), zvichivandudza zvakanyanya conductivity yayo, kugadzikana, uye hupenyu hwe cycle. Semuenzaniso:

  • Bhatiri reBlade raBYD: Richishandisa graphitized petroleum coke sechinhu chinoumba anode, pamwe chete ne lithium iron phosphate cathode, rinoita kuti rive nesimba rakawanda (kuwedzera kwesimba rekuchengetedza simba ne30% pahuwandu hweyuniti), hupenyu hwenguva refu (kupfuura 2,000 charge-discharge cycles), uye kuchengetedzeka kwakanaka (kupfuura bvunzo dzekupinda kwembambo pasina kubata moto).
  • Bhatiri reTesla re4680: Rine huwandu hwakawanda hwe graphitized petroleum coke mu anode material yaro, rinotsigira kugona kuchaja nekukurumidza nesimba (kuchaja kusvika 80% mumaminitsi gumi nemashanu) uye kushanda zvakanaka pakupisa kwakaderera (kunodarika 90% kugona kuchengetedza simba pa -20°C).
    2. Kubatsira Kusina Mari Kunodhura Kunotsigira Mashandisirwo Akakura
    Kambani yemafuta ine girafiti ine mhando dzakasiyana dzezvinhu zvakabikwa (semugumisiro wekuchenesa peturu), ine mitengo yegrafiti yechisikigo inongosvika chikamu chimwe muzvitatu kusvika hafu chete, uye tekinoroji yayo yekugadzirisa yakura, izvo zvinogona kuderedza zvakanyanya mutengo wezvinhu zveanode. Semuenzaniso:
  • Muna 2025, avhareji yemutengo we low-sulfur petroleum coke muChina inotarisirwa kunge iri pa 1,841 yuan patani, ukuwo mitengo yepamusoro ye natural graphite ichidarika 5,000 yuan patani.
  • BYD yaderedza mutengo weBlade Battery yayo ne15%-20% kuburikidza nekutenga kukuru kwegraphitized petroleum coke, zvichiwedzera kukwikwidzana kwayo pamusika.

II. Kukura Kwemusika: Kudiwa Kwakawanda Muchikamu Chitsva Chemagetsi Kunoita Kuti Pave Nekudiwa Kwakakura

1. Kuwedzera Kudiwa Kwemabhatiri Emagetsi
Kutengeswa kwemotokari itsva dzemagetsi pasi rose kunotarisirwa kudarika mayunitsi emamiriyoni makumi matatu panosvika gore ra2025, zvichikonzera kuwedzera kwekuda kwemabhatiri emagetsi neanopfuura 40%.
Sechinhu chikuru chekugadzira zvinhu zveanode, kudiwa kwe graphitized petroleum coke kuri kuwedzera zvakanyanya. Semuenzaniso:

  • GWh yega yega yemabhatiri e lithium inoda matani angangoita mazana matanhatu e graphitized petroleum coke, uye kudiwa kwepasi rose muchikamu chemabhatiri emagetsi kunotarisirwa kusvika matani mamiriyoni 1.2 panosvika gore ra2025.
  • Fekitori yeTesla muShanghai, ine simba rekugadzira rakawedzerwa kusvika pamamiriyoni imwe pagore, inoda matani anopfuura zviuru makumi matanhatu e graphitized petroleum coke.
    2. Musika weKuchengeta Simba Wava Kukura Zvitsva
    Kugona kwekuchengetedza simba pasi rose kwakaiswa kunotarisirwa kusvika 500 GWh panosvika gore ra2025, nemabhatiri e lithium-ion anodarika 80%.
    Nekuda kwekushanda kwayo kwepamusoro-soro, graphitized petroleum coke ine mwero wekupinda kweanode yemabhatiri ekuchengetera simba unopfuura 70%, ichiva chinhu chikuru chinotariswa nemakambani akadai seCATL neLG Energy Solution.

III. Chikamu cheIndasitiri: Kubatanidzwa kweKugovera uye Kurongeka Kunokurumidza Kutungamirirwa neMaitiro

1. Kubatanidzwa Kwakatwasuka Kwemaketani Ekutengesa Nemakambani Anotungamira

  • BYD: Nekudyara mari mumabhizinesi ecarbon (akadai sekudyara bhiriyoni imwe chete yeyuan kuvaka chirongwa chekubatanidza anode), yakavhara kugona kwekugadzira kwemhando yepamusoro kwegraphitized petroleum coke, ichiwedzera purofiti yayo ne8 muzana.
  • Tesla: Yakasaina zvibvumirano zvenguva refu nevatengesi vepasi rose vemafuta emhando ye low-sulfur petroleum coke (vakaita sevari muUnited States neNetherlands) kuti ive nechokwadi chekuti zvinhu zvakagadzirwa zvinogara zvakanaka.
    2. Mibairo yeMutemo Inoburitsa Mikana Yeindasitiri
    Maitiro eChina ekuti "dual carbon" akonzera kufambira mberi kukuru muindasitiri itsva yesimba, nehukuru hwemusika weindasitiri yepetroleum coke hunotarisirwa kusvika mabhiriyoni emadhora makumi maviri nematanhatu nemakumi matanhatu nenomwe ($26.67 bhiriyoni) panosvika gore ra2025, nehuwandu hwepetroleum coke ine sarufa shoma huchikwira kusvika pa45% (inonyanya kushandiswa muzvinhu zveanode yepamusoro).
    Mitemo yakaoma yezvakatipoteredza (yakadai se "Management Plan for Petroleum Coke Use in Key Regions") yakawedzera kusimbiswa kwemaindasitiri, nemakambani makuru achisimbisa nzvimbo dzavo dzemusika nekuvandudza matekinoroji avo (akadai sekuchengetedza nekutakura zvinhu zvakabatana uye masisitimu ekubvisa guruva anoshanda zvakanyanya) kuti asangane nezvinodiwa zvine kabhoni shoma.

IV. Mafambiro Emangwana: Kuchinja Kwetekinoroji Panguva Imwe Chete uye Kusimudzira Maindasitiri

1. Kupinda Zvishoma nezvishoma kwezvinhu zveAnode zvakagadzirwa neSilicon
Coke yepetroleum yakasanganiswa negirafiti ichasanganiswa nezvinhu zvakagadzirwa nesilicon (zvakadai sesilicon-carbon anodes) kuwedzera huwandu hwesimba rebhatiri (kukosha kwedzidziso kunodarika 400 Wh/kg), zvichizadzisa zvinodiwa nemisika yepamusoro.
Zvinotarisirwa kuti chikamu chezvinhu zve anode zvakagadzirwa nesilicon chichasvika 10% panosvika gore ra2025, zvichikonzera kukura kwekuda kwe graphitized petroleum coke.
2. Kurongeka Kwepasi Pose Kwakakurumidziswa
Kuvakwa kwesimba rekugadzira anode kunze kwenyika (sekudiwa kwekuwedzera kwematani 600,000 kusvika 700,000 ecoke ine sulfur shoma inotarisirwa muna 2026-2027) kuchatungamira kuwedzera kwemakambani ecoke ane graphitized petroleum eChina, zvichigadzira mukana wekukwikwidzana we "mashandisirwo ekugadzirisa zvinhu zvisina kugadzirwa."

Mhedziso

Coke yepetroleum yakasanganiswa negrafiti yave chinhu chinotsvakwa nevagadziri vemabhatiri vepamusoro-soro nekuda kwekushanda kwayo kwetekinoroji, mabhenefiti emitengo, uye kubatana kwemaindasitiri. Sezvo indasitiri itsva yesimba iri kuramba ichikura, nzvimbo yayo yemusika ichasimbiswa zvakanyanya, nekuvandudzwa kwetekinoroji uye marongero epasi rose achiva chinhu chakakosha pamakwikwi emabhizinesi.


Nguva yekutumira: Zvita-08-2025