[Allura Coke] Binciken wadata da buƙata da haɓaka halayen allurar coke a China
I. Yawan kasuwar allurar coke ta China
A shekarar 2016, karfin samar da allurar coke a duniya ya kai tan miliyan 1.07 a kowace shekara, kuma karfin samar da allurar coke a kasar Sin ya kai tan 350,000 a kowace shekara, wanda ya kai kashi 32.71% na karfin samar da allurar coke a duniya. Nan da shekarar 2021, karfin samar da allurar coke a duniya ya karu zuwa tan miliyan 3.36 a kowace shekara, daga ciki karfin samar da allurar coke a kasar Sin ya kai tan miliyan 2.29 a kowace shekara, wanda ya kai kashi 68.15% na karfin samar da allurar coke a duniya. Kamfanonin samar da allurar coke a kasar Sin sun karu zuwa 22. Jimillar karfin samar da kamfanonin coke a cikin gida ya karu da kashi 554.29% idan aka kwatanta da shekarar 2016, yayin da karfin samar da allurar coke a kasashen waje ya tabbata. Nan da shekarar 2022, karfin samar da allurar coke a kasar Sin ya karu zuwa tan miliyan 2.72, karuwar kusan sau 7.7, kuma adadin masu kera allurar coke na kasar Sin ya karu zuwa 27, wanda hakan ya nuna ci gaban masana'antar, kuma idan aka yi la'akari da duniya baki daya, adadin allurar coke na kasar Sin a kasuwar duniya yana karuwa kowace shekara.
1. Ikon samar da mai na allurar coke
Ƙarfin samar da coke mai jerin mai ya fara girma cikin sauri daga 2019. Daga 2017 zuwa 2019, kasuwar coke mai jerin mai ta China ta mamaye matakan kwal, yayin da haɓaka coke mai jerin mai ya kasance a hankali. Yawancin kamfanonin da aka kafa a yanzu da aka fara samarwa bayan 2018, kuma ƙarfin samar da coke mai jerin mai a China ya kai tan miliyan 1.59 nan da 2022. Samar da coke ya ci gaba da ƙaruwa kowace shekara. A 2019, kasuwar electrode mai siffar graphite ta koma ƙasa sosai, kuma buƙatar coke mai siffar graphite ta ragu. A 2022, saboda tasirin annobar COVID-19 da wasannin Olympics na hunturu da sauran abubuwan da suka faru a bainar jama'a, buƙata ta ragu, yayin da farashi ke da yawa, kamfanoni ba su da sha'awar samarwa, kuma ci gaban fitarwa yana da jinkiri.
2. Ƙarfin samar da allurar coke mai auna kwal
Ƙarfin samar da coke na ma'aunin kwal shi ma yana ci gaba da ƙaruwa kowace shekara, daga tan 350,000 a shekarar 2017 zuwa tan miliyan 1.2 a shekarar 2022. Daga shekarar 2020, kason kasuwa na ma'aunin kwal ya ragu, kuma coke na ma'aunin mai ya zama babban abin da ake amfani da shi a cikin allurar coke. Dangane da fitarwa, ya ci gaba da bunƙasa daga 2017 zuwa 2019. Daga shekarar 2020, a gefe guda, farashin ya yi yawa kuma an mayar da ribar. A gefe guda kuma, buƙatar electrode na graphite bai yi kyau ba.
Ⅱ. Binciken buƙatun allurar Coke a China
1. Binciken kasuwa na kayan lithium anode
Daga fitowar kayan da ba su da kyau, yawan kayan da ba su da kyau na kasar Sin ya karu a hankali daga shekarar 2017 zuwa 2019. A shekarar 2020, sakamakon ci gaba da karuwar kasuwar da ke kan gaba, jimillar farawar batirin wutar lantarki ya fara karuwa, bukatar kasuwa ta karu sosai, kuma tsarin kamfanonin kayan lantarki masu rashin kyau ya karu, kuma jimillar farawar kasuwanci ya karu da sauri kuma yana ci gaba da bunkasa. A shekarar 2021-2022, fitar da kayan lithium cathode na kasar Sin ya nuna karuwar girma, wanda ya amfana daga ci gaba da inganta yanayin kasuwanci na masana'antun da ke kan gaba, saurin ci gaban kasuwar sabbin motocin makamashi, ajiyar makamashi, amfani, kananan wutar lantarki da sauran kasuwanni suma sun nuna matakai daban-daban na girma, kuma manyan kamfanonin kayan cathode sun ci gaba da samar da cikakken aiki. An kiyasta cewa ana sa ran fitar da kayan lantarki masu rashin kyau zai wuce tan miliyan 1.1 a shekarar 2022, kuma samfurin yana cikin karancin wadata, kuma damar amfani da kayan lantarki masu rashin kyau ya yi yawa.
Allura coke masana'antar batirin lithium da kayan anode ce ta sama, wacce ke da alaƙa da haɓaka kasuwar batirin lithium da kayan cathode. Fagen amfani da batirin lithium sun haɗa da batirin wutar lantarki, batirin mai amfani da batirin ajiyar makamashi. A shekarar 2021, batirin wutar lantarki zai ɗauki kashi 68%, batirin mai amfani zai ɗauki kashi 22%, sannan batirin ajiyar makamashi zai ɗauki kashi 10% na tsarin samfurin batirin lithium ion na China.
Batirin wutar lantarki shine babban abin da ke cikin sabbin motocin makamashi. A cikin 'yan shekarun nan, tare da aiwatar da manufar "kololuwar carbon, tsaka tsaki ga carbon", sabuwar masana'antar motocin makamashi ta kasar Sin ta haifar da wata sabuwar dama ta tarihi. A shekarar 2021, tallace-tallacen motocin makamashi na duniya ya kai miliyan 6.5, kuma jigilar batirin wutar lantarki ya kai 317GWh, wanda ya karu da kashi 100.63% a kowace shekara. Tallace-tallacen motocin makamashi na kasar Sin na sabbin makamashi ya kai raka'a miliyan 3.52, kuma jigilar batirin wutar lantarki ya kai 226GWh, wanda ya karu da kashi 182.50 cikin 100 a shekara. Ana sa ran jigilar batirin wutar lantarki na duniya zai kai 1,550GWh a shekarar 2025 da kuma 3,000GWh a shekarar 2030. Kasuwar kasar Sin za ta ci gaba da kasancewa babbar kasuwar batirin wutar lantarki a duniya tare da kaso mai kyau na kasuwa sama da 50%.
Lokacin Saƙo: Disamba-21-2022