[Needle Coke] Samfura da bincike na buƙatu da halayen haɓaka coke na allura a China
I. Ƙarfin kasuwar allurar coke na China
A shekarar 2016, karfin samar da coke na allura ya kai tan miliyan 1.07 a duk shekara, kuma karfin samar da coke na allura ya kai ton 350,000 a duk shekara, wanda ya kai kashi 32.71% na karfin samar da kayayyaki a duniya. Ya zuwa shekarar 2021, karfin samar da coke na allura a duniya ya karu zuwa tan miliyan 3.36 a kowace shekara, daga cikin abin da kasar Sin ke iya samar da coke din allura ya kai tan miliyan 2.29 a kowace shekara, wanda ya kai kashi 68.15% na karfin samar da kayayyaki a duniya. Kamfanonin samar da coke na allura na kasar Sin sun karu zuwa 22. Jimillar karfin samar da coke din coke na gida ya karu da kashi 554.29% idan aka kwatanta da shekarar 2016, yayin da karfin samar da coke din allurar na waje ya tsaya tsayin daka. Ya zuwa shekarar 2022, karfin samar da coke na allura na kasar Sin ya karu zuwa tan miliyan 2.72, adadin da ya karu da kusan sau 7.7, kuma adadin masu kera coke na kasar Sin ya karu zuwa 27, wanda ya nuna babban ci gaban masana'antu, da daukar ra'ayin duniya. , adadin coke na allura na kasar Sin a kasuwannin duniya yana karuwa kowace shekara.
1. Ƙarfin samar da mai na coke na allura
Ƙarfin samar da coke ɗin allura mai jeri ya fara girma cikin sauri daga shekarar 2019. Daga shekarar 2017 zuwa 2019, kasuwannin kasar Sin na sarrafa allurar coke mai jerin man sun mamaye matakan kwal, yayin da ake samun raguwar haɓakar coke ɗin coke mai jeri. Yawancin kamfanonin da aka kafa sun fara samar da su ne bayan shekarar 2018, kuma karfin samar da allurar coke mai sarkakiya a kasar Sin ya kai tan miliyan 1.59 nan da shekarar 2022. Yawan noman ya ci gaba da karuwa a kowace shekara. A cikin 2019, kasuwar lantarki na graphite na ƙasa ta juya ƙasa sosai, kuma buƙatar coke ɗin allura ta yi rauni. A cikin 2022, saboda tasirin cutar ta COVID-19 da wasannin Olympics na lokacin sanyi da sauran al'amuran jama'a, buƙatu ya yi rauni, yayin da tsadar kayayyaki ke da yawa, kamfanoni ba su da himma don samarwa, kuma haɓakar kayan aiki yana sannu a hankali.
2. Ƙarfin samarwa na coal ma'aunin allurar coke
Har ila yau, ƙarfin samar da coal ma'aunin allurar coke yana ci gaba da karuwa a kowace shekara, daga ton 350,000 a cikin 2017 zuwa tan miliyan 1.2 a 2022. Daga 2020, rabon kasuwa na ma'aunin kwal yana raguwa, kuma jerin man allura coke ya zama babban jigon allurar coke. Ta fuskar fitar da kayayyaki kuwa, ya ci gaba da samun bunkasuwa daga shekarar 2017 zuwa 2019. Daga shekarar 2020, a daya bangaren, kudin ya yi yawa, kuma ribar ta koma baya. A daya hannun, bukatar graphite lantarki ba shi da kyau.
Ⅱ. Binciken buƙatun allura Coke a China
1. Binciken kasuwa na kayan lithium anode
Daga mummunan fitar da kayan da aka samu, yawan kayan da kasar Sin ke fitarwa na shekara-shekara ya karu a hankali daga shekarar 2017 zuwa 2019. A shekarar 2020, sakamakon ci gaba da bunkasar kasuwannin tasha, babban baturin wutar lantarki ya fara karuwa, yawan bukatar kasuwa ya karu sosai. , da oda mara kyau na masana'antun kayan lantarki suna ƙaruwa, kuma gabaɗayan fara kasuwancin yana ɗaukar sauri kuma yana ci gaba da haɓakawa. Daga shekarar 2021 zuwa 2022, yawan kayayyakin da kasar Sin ta fitar na kayayyakin lithium cathode, ya nuna bunkasuwar bamabamai, da cin gajiyar ci gaba da kyautata yanayin kasuwanci na masana'antu, da saurin bunkasuwar sabbin kasuwannin motocin makamashi, da ajiyar makamashi, da amfani, da kananan wutar lantarki da sauran kasuwanni, su ma sun nuna bambancin ra'ayi. digiri na girma, da kuma manyan manyan kamfanoni na kayan aikin cathode sun kiyaye cikakken samarwa. An kiyasta cewa ana sa ran fitar da kayan lantarki mara kyau zai wuce tan miliyan 1.1 a shekarar 2022, kuma samfurin yana cikin karancin wadata, kuma hasashen aikace-aikacen kayan lantarki mara kyau yana da fadi.
Needle coke shine masana'antar haɓakar batirin lithium da kayan anode, wanda ke da alaƙa da haɓakar batirin lithium da kasuwar kayan cathode. Filayen aikace-aikacen batirin lithium sun haɗa da baturin wuta, baturin mabukaci da baturin ajiyar makamashi. A shekarar 2021, batirin wutar lantarki zai kai kashi 68%, batirin masu amfani da shi zai kai kashi 22%, da kuma batirin ajiyar makamashi na kashi 10% na tsarin samfurin batirin lithium ion na kasar Sin.
Batirin wutar lantarki shine ainihin bangaren sabbin motocin makamashi. A cikin 'yan shekarun nan, tare da aiwatar da manufar "kololuwar carbon, hana katsewar carbon", sabuwar masana'antar motocin makamashi ta kasar Sin ta samar da wata sabuwar dama ta tarihi. A cikin 2021, tallace-tallacen sabbin abubuwan makamashi na duniya ya kai miliyan 6.5, kuma jigilar batirin wutar lantarki ya kai 317GWh, sama da 100.63% a shekara. Siyar da sabbin motoci masu amfani da makamashi na kasar Sin ya kai raka'a miliyan 3.52, kuma jigilar batir wutar lantarki ya kai 226GWh, wanda ya karu da kashi 182.50 bisa dari a shekara. Ana sa ran jigilar batirin wutar lantarki a duniya zai kai 1,550GWh a shekarar 2025 da kuma 3,000GWh a shekarar 2030. Kasuwar Sin za ta ci gaba da rike matsayinta a matsayin babbar kasuwar batirin wutar lantarki a duniya tare da daidaiton kaso na kasuwa sama da kashi 50%.
Lokacin aikawa: Dec-21-2022