Kasuwar Anode Graphite Crucible ta kasar Sin tana shirin haura RMB biliyan 7, tare da karuwar sama da kashi 60% na YoY a shekarar 2022

Kasuwar anodegraphite cruciblesAn tsara yadda ake amfani da batura na lithium-ion zai wuce RMB biliyan 7 a kasar Sin a shekarar 2022, tare da karuwar karuwar da ya zarce kashi 60 cikin dari a duk shekara.Farkon abubuwa masu mahimmanci ne ke haifar da wannan tashin hankali.

Da fari dai, akwai buƙatu mai ƙarfi a ƙasa, tare da tsammanin jigilar kayayyaki na kayan anode ya kai tan miliyan 1.2 a cikin 2022, yana haifar da buƙatun buƙatun graphite na anode.

Abu na biyu, ana sa ran rabon graphite na wucin gadi zai wuce 85%, wanda zai haifar da haɓaka madaidaicin rabon graphite na anode, wanda hakan ke haifar da haɓakar jigilar kayayyaki na crucibles.

Abu na uku, abubuwan da ake buƙata don ƙimar aikin anodes a cikin batir lithium-ion suna ƙara ƙaruwa, wanda ke haifar da haɓakar madaidaicin tsarin tafiyar da carbonization, ta haka ke haifar da haɓakar jigilar kayayyaki na crucibles graphite.

Duban kasuwa don crucibles anode graphite a farkon rabin 2022, alamu da yawa sun bayyana.A cikin kwata na farko, saboda annashuwa na samarwa da ƙuntatawa na wutar lantarki a lokacin wasannin Olympics na lokacin hunturu da na nakasassu, yawan amfani da ƙarfin samar da graphite ya karu, wanda ke haifar da ƙarancin wadataccen kayan aikin crucibles (an yi amfani da shi don graphitization) a cikin Q1.A cikin kwata na biyu, yawan ci gaban siyar da sabbin motocin makamashin da ke ƙasa ya kamu da cutar, wanda ke haifar da raguwar haɓakar tallace-tallace, wanda ya sauƙaƙa sabani da buƙatun samarwa a cikin kasuwar da aka sabunta.

Dangane da fasahar masana'anta, idan aka kwatanta da tsarin wutar lantarki na Acheson, tsarin wutar lantarki na akwatin yana cinye ƙarancin makamashi kuma yana amfani da ƙarancin kayan taimako, yana rage farashin graphitization fiye da 30%, yana mai da shi babban tsari don ƙirar kayan anode mai ƙarancin ƙarewa.Duk da haka, saboda gaskiyar cewa graphitization digiri na akwatin tanderun ne kasa da 92%, ba zai iya saduwa da bukatun masana'antu high-karshen anode kayayyakin.Abubuwan buƙatun baturi na lithium-ion na ƙasa don yin aiki kamar ƙarfin kuzari da aikin ƙima zai haifar da haɓakar ƙimar samfuran anode masu tsayi.

GGII yana tsammanin cewa a cikin shekaru 3-5 masu zuwa, tsarin wutar lantarki na Acheson har yanzu zai kasance babban tsari na zane-zane na anode, kuma ana sa ran sake haifar da crucibles da aka yi amfani da su tare da shi don kawo sabon ci gaba.