Zvinhu Zvikuru Zvinokonzera Kudiwa kweGraphitized Petroleum Coke paMusika
1. Kudiwa Kwakanyanya Muchikamu Chesimba Idzva
Zvinhu zvakakosha zvekushandisa lithium battery anode zvinhu: Low-sulfur petroleum coke, ine sulfur content iri pasi pe0.5%, haikonzeri kuwedzera kwehuwandu panguva ye graphitization process, zvichiita kuti ive chinhu chakakosha chekushandisa lithium-ion battery anode zvinhu. Muna 2024, kudiwa kwepasi rose kwezvinhu zve lithium battery anode zvinhu zvakasvika mamiriyoni 2.2, zvichienderana nekudiwa kweanopfuura mamiriyoni matatu ematani e petroleum coke. Zvisinei, kuwanikwa chaiko kwaive mamiriyoni 2.6 chete, zvichikonzera mukaha we13% wekugovera. Nekukura nekukurumidza kwemusika wemotokari dzemagetsi (kutengeswa kwemotokari dzemagetsi pasi rose kunotarisirwa kusvika mamiriyoni makumi matatu emayuniti panosvika 2026), kudiwa kwe lithium battery anodes ye petroleum coke kucharamba kuchikwira, zvichikwidza mitengo ye petroleum coke yepamusoro (yakadai se low-sulfur coke).
Kudiwa kuri kuwedzera muindasitiri yemagetsi anochinja-chinja: Muna 2024, kudiwa kwepasi rose kwemafuta anochinja-chinja ecoke kwakawedzera ne35%, nemakambani esimbi anochinja-chinja esilicon (akadai seTongwei neGCL-Poly) achikwikwidzana nemafuta anochinja-chinja ecoke, zvichiwedzera kukwira kwemitengo.
2. Kudiwa Kwakagadzikana muMaindasitiri Echinyakare
Indasitiri yemagetsi ealuminium: Petroleum coke ndiyo inonyanya kushandiswa pakugadzira ma anode akabikwa kare mukugadzirwa kwemagetsi ealuminium, anoshandiswa kuvandudza mashandiro emagetsi ealuminium. Kunyangwe kudiwa kwemagetsi ealuminium kwakanganiswa nekugadziriswa kwemitengo yealuminium, kudiwa kwenguva refu kunoramba kwakagadzikana.
Indasitiri yesimbi: Petroleum coke inoshandiswa zvakanyanya sechinowedzera kabhoni uye sechinhu chisina kugadzirwa che graphite electrodes mukugadzira simbi dzemagetsi dze arc furnace. Nehurongwa hweChina hwekuwedzera huwandu hwesimbi dzemagetsi dze arc furnace kusvika 15%-20% panosvika 2025, kudiwa kwe petroleum coke kuchawedzera zvakanyanya.
Chikamu chemafuta: Petroleum coke, ine simba rayo guru remafuta, inowanzoshandiswa semafuta mumaindasitiri akadai semafekitori emagirazi, mafekitori emagetsi, uye mafekitori esimende. Kunyangwe marasha akachipa akatsiva kudiwa kwemafuta ane sulfur yakawanda, coke ine sulfur shoma ichiri kukwikwidzana mumusika wemafuta epamusoro.
3. Kuwanikwa Kwakasimba
Kudzikira kwesimba rekuchenesa: Pasi pemitemo yepasi rose ye "dual carbon", nzvimbo dzekuchenesesa dzemuEurope neAmerica dzakakurumidzisa kubviswa kwesimba rekare. Muna 2024, simba rekuchenesa remuEurope rakaderera ne8% gore negore, ukuwo huwandu hwekuvharwa kwenzvimbo dzekuchenesesa mafuta eshale dzemuUS hwakasvika 12%, zvichikonzera kudzikira kukuru kwekuwanikwa kwecoke ine sulfur petroleum ine low-sulfur.
Kuganhurirwa kwekugadzirwa kwemuno: Zvakanganiswa nekuvharwa uye kugadziriswa kwemamwe mayuniti ekubheka akanonoka uye kudzikira kwehuwandu hwekushanda, kugadzirwa kwecoke yepetroleum yemuno kwaderera kubva muna 2025. Kunyangwe kufambira mberi kwemapurojekiti ekubatanidza makemikari ekuchenesa kuchakurudzira kukura kwekugadzirwa, kuoma kwekupa kwenguva pfupi kwakaoma kuderedza.
Kusakwana kwekuwedzerwa kwemafuta kubva kunze kwenyika: Kugadzirwa kwemafuta ane sarufa shoma kunze kwenyika kwakaderera, uye kuwedzera kwezvirambidzo zveUS zvekutumira graphite kuChina kwakamanikidza makambani eChina anode kuti achinje mafuta emuno, zvichiwedzera kudiwa kwemafuta emuno.
4. Mutemo uye Maitiro eMusika
Mitemo yakaoma yezvakatipoteredza: Makambani anofanirwa kuisa mari yakawanda mukuvandudza michina kuti ienderane nezvinodiwa nezvakatipoteredza, zvichiita kuti mari yekugadzira ikwire zvisina kunanga. Semuenzaniso, mukutanga kwa2025, zvirambidzo zvekugadzirwa kwezvakatipoteredza mumatunhu eHebei neHenan zvakaita kuti pave nezvirambidzo zvekupa.
Mhedzisiro yezvipingamupinyi zvekutengeserana: Kuwedzera kwezvirambidzo zvekutengesa graphite kuUS kuenda kuChina kwakawedzera mitengo yekutenga zvinhu zvekugadzira kumakambani eChina anode, zvichikwidza mitengo yepetroleum coke.
Kufungidzira nezvezvinhu zviri mudura: Vatengesi vakaunganidza zvinhu zviri mudura kusvika pakakwirira, zvinhu zviri mudura repachiteshi chengarava zvichidzika kubva pamamiriyoni maviri ematani muna 2023 kusvika pa800,000 matani, zvichikonzera kushomeka kwenhema uye zvichiwedzera kukwira kwemitengo.
5. Kutumira Mari uye Mhedzisiro Yekuchinjana
Kuchinja-chinja kwemitengo yemafuta asina kuchekwa: Hukama huripo pakati pemitengo yemafuta epetroleum coke nemitengo yemafuta asina kuchekwa hunenge 0.8. Muna 2024, mitengo yemafuta epasi rose yakakwira pamusoro pe120 perbarrel, zvichideredza miganhu yemafuta uye zvichikonzera kuderedzwa kwekugadzirwa kwemafuta emuchina, zvichiwedzera kushomeka kwemafuta epetroleum coke. Kunyangwe mitengo yemafuta asina kuchekwa yeBrent inotarisirwa kudonha kusvika pa51 pabhare panosvika 2026, rutsigiro rwemari yenguva pfupi ruchiri rwakasimba.
Kumanikidzwa kwekuchinjana kwemagetsi: Kugadzirwa kwemasero eTesla e4680 silicon-carbon anode, ayo anowedzera simba ne20%, kunogona kukurumidzisa maitiro ekuchinjana kana mitengo yemafuta epetroleum coke ikaramba yakakwira. Zvisinei, kutengeswa kwemamafuta epetroleum coke kuchiri kuda makore 3-5, saka kukanganisa kwenguva pfupi pakudiwa kwemafuta epetroleum coke kwakaderera.
Nguva yekutumira: Gunyana-30-2025