Abstract
1. Gaba ɗaya kallo
Zane-zane: Ƙarfin saki a tsakiyar shekara mai zuwa
Raw kayan: Ana sa ran shekaru biyu masu zuwa za su zama babban canji
2. Bambanci da aikace-aikace na coal allura coke da man allura coke:
Kayan albarkatun kasa daban-daban: mai - tushen slurry mai, kwal - tushen kwalta.
Aikace-aikace daban-daban: coke allurar mai, coal coke coke coke mai amfani da (ultra) babban ƙarfin lantarki; Oil allura coke danye da dafaffen coke ga korau electrode.
Jagoran haɓakawa: Jerin kwal na iya haɓaka a nan gaba.
3. Supply da bukatar juna na man fetur coke: uku aikace-aikace kwatance na downstream electrode + pre-gasa anode + korau electrode duk suna kan karuwa, yayin da wadata gefen ba ya fadada samar ko ma rage yawa, haifar da high farashin da shigo da. samfurori ba za su iya biyan bukata ba.
4. Fadada masana'antar Anode a sama: Zhongke Electric da Anqing Petrochemical sun rattaba hannu kan hadin gwiwa bisa manyan tsare-tsare, amma babu hannun jari ko saka hannun jari na gaskiya.
5. Rawan coke mara kyau: babban-ƙarshen tare da coke mai allura mai tsafta, gauraye a ƙarshen tsakiyar, ƙananan ƙarancin tare da coke mai tsabta. Allura coke 30-40%, man coke 60-70%. A ton na korau electrode tare da tsabtataccen man fetur coke 1.6-1.7 ton.
6. Ci gaba da graphitization: ci gaba na yanzu ba shi da kyau, kama da masana'antar diaphragm, amma kuma dogara ga kayan aiki don tsira, ci gaba na gaba zai iya rage yawan amfani da makamashi da kwanakin jigilar kaya.
Tambaya&A
1. Samfura da buƙata da farashi
Q: Samfura da buƙatun ƙira da ƙarancin farashi na ƙaramin coke sulfur?
A: 1 miliyan ton na low-sulfur coke za a aika a wannan shekara, lissafin 60%. Tare da yawan amfanin ƙasa na 60%, 60/0.6=1 miliyan ton na ƙananan sulfur coke zai kasance cikin buƙata. Bukatar ta wuce wadata, wanda ke haifar da hauhawar farashin, kuma farashin ya fi yuan 8000
Q: Tsarin wadata da buƙatu na shekara mai zuwa, yanayin farashin?
A: Low sulfur coke (na kowa man fetur coke) yana da uku aikace-aikace: electrode, prebaked anode da korau electrode. Duk ukun suna girma. Bangaren samar da kayayyaki bai fadada ko ma rage yawan kayan da ake samarwa ba, wanda hakan ya haifar da tsadar kayayyaki
Q: Kamfanonin Coke Q2 suna da hauhawar farashin, akwai watsawa ƙasa
A: Ningde Times da BYD ba za su dauki cikakken alhakin ba, amma za su dauki bangare. Kamfanin na cathode zai dauki bangare na shi. Kamfanin batir na layi na biyu na iya gudanar da shi. Dubi ribar net ɗin kowace ton, haɗe tare da graphitization rabo, farashin coke ba a bayyane yake ba
Q: Menene girman girman Q2 korau abu akan matsakaici?
A: Dan kadan kadan, 10%, m graphitization ba canzawa, Q1 low sulfur coke game da 5000 yuan, Q2 matsakaita 8000 yuan,
Tambaya: Ra'ayin samarwa da buƙatu na aikace-aikacen coke mai na ƙasa
A: (1) Bukatar cikin gida ta zarce wadata: haɓakar sanda mara kyau ita ce mafi sauri, 40% + girma na coke mai, coke mai a cikin shekaru biyu masu zuwa suna cikin girgiza sosai, saboda petrochina na cikin gida, haɓaka haɓakar Sinopec ya ragu, samar da gida na gida 30 ton miliyan A shekara, 12% shine low sulfur coke, ba zai iya biyan bukatar gida.
(2) Kari na shigo da kaya: Hakanan za mu shigo da coke daga Indonesia, Romania, Rasha da Indiya. A cikin gwajin, ci gaban yana da ɗan jinkiri, wanda ƙila ba zai iya biyan buƙatun yin gurɓataccen lantarki ba
(3) Hukunce-hukuncen farashin: ƙarancin ma'ana na bara ya kasance a cikin Maris, kuma coke na man fetur ya kasance yuan 3000 / ton. Yiwuwar komawa ga wannan farashi kadan ne
(4) Jagoran gaba: tare da karuwar buƙatun motocin lantarki, ana amfani da ƙarancin man fetur jerin coke, kuma jerin kwal shine hanya mai yiwuwa.
Tambaya: Matsakaicin wadatar coke da tsarin buƙata?
A: Matsakaici sulfur coke kuma m, misali, 1 ton miliyan anode, 10% asarar graphitization, 1.1 miliyan ton na graphitization, 1 ton na graphitization bukatar 3 ton na matsakaici sulfur coke, bukatar 3.3 miliyan ton na matsakaici sulfur coke. don tallafawa
Tambaya: Shin akwai wasu tsire-tsire marasa kyau waɗanda ke ba da coke na man fetur a sama?
A: Zhongke Electric ya sanya hannu kan dabarun hadin gwiwa tare da Anqing Petrochemical. Ban taɓa jin haɗin kai ko saka hannun jari na gaskiya ba
Tambaya: Menene bambancin farashi tsakanin ƙananan masana'antu da manyan masana'antu irin su Shanshan da Kaijin?
A 
1) masana'antu mara kyau ba za su iya lissafin bambancin farashin kawai ba. Akwai samfuran gama gari ɗaya ko biyu kawai a cikin masana'antar mara kyau, yawancin waɗanda samfuran keɓaɓɓu ne.
(2) Ƙananan masana'antu ba su da wani fa'ida a cikin samfuran gabaɗaya, don haka dole ne su rage farashin don biyan kasuwa. Idan ƙananan masana'antu sun tara fasaha kuma suna nazarin samfurori masu mahimmanci da samfurori na musamman, za su iya haifar da fa'ida. Idan manyan masana'antu ba sa yin samfuran keɓaɓɓu, za su iya yin samfuran gama-gari kawai.
2, Rarraba Coke Petroleum da aikace-aikace
Tambaya: Menene buƙatun don kayan coke na sama na wasu sanduna mara kyau?
A: (1) Rarrabewa: akwai tushe guda huɗu na coke mara kyau, ƙaramin sulfur man coke, coke ɗin allura mai mai, coal needle coke, coal asphalt coke.
(2) rabo: low sulfur coke lissafta 60%, allura coke 20-30%, sauran - kwal kwalta coke.
Tambaya: Menene rabe-raben jiao?
A: An raba shi zuwa man fetur da kwal, ana iya raba mai zuwa coke na man fetur na yau da kullum, coke na allura; Ana iya raba kwal zuwa coke na yau da kullun, coke coke, coke kwalta
Tambaya: Nawa coke man fetur ke amfani da ton mara kyau
A: Pure petroleum coke, 1 raba ta 0.6-0.65, yana buƙatar 1.6-1.7 ton
A: (1) kayan albarkatun kasa daban-daban: (1) man fetur, mai tacewa don zaɓar Matsayi mafi girma na slurry, aiki mai sauƙi shine man fetur coke, idan ta hanyar gas da sulfur coke, za a iya zana a cikin allura coke; ② Matakan kwal, haka nan, zaɓi kwalta mai daraja mai daraja
(2) aikace-aikace daban-daban: (1) coke allura mai, coal coke coke coke coke da ake amfani da (super) high power electrode; ② Danyen man allura, coke da aka dafa don rashin kyau, gawayi mai kadan, amma kuma akwai masana'antun da ake amfani da su kamar Zichen, Shanshan, Kaijin, bayan kwal na iya kara aikace-aikacen, kasar Sin kasa ce mai samar da gawayi.
Tambaya: Amfanin coal allura coke
A: Coke-jerin man allura yana da kusan yuan 2000-3000 ya fi tsada fiye da coke-jerin allura. Coal-jerin allura coke yana da fa'idar farashin
Tambaya: Hasashen aikace-aikacen gaba na matsakaicin sulfur man coke
A: Har ila yau ana amfani da wutar lantarki mara kyau don ajiyar makamashi, tare da ƙananan buƙatun ajiya na makamashi da ƙarancin iko
Tambaya: Shin akwai wani bambanci a cikin aiki lokacin da aka yi amfani da shi akan mummunan lantarki
A: Bambancin coke na coal ba babba bane, Zichen, ana amfani da fir na kasar Sin, ana iya amfani da ma'aunin kwalta na coke na yau da kullun a ajiyar makamashi.
Tambaya: Shin yana da wahala a yi coke na allura daga man coke?
A: Oil allura coke samar iya aiki na 1.18 miliyan ton, da tsari ne ba da wuya sosai, ta hanyar jawo coke a cikin allura coke, yafi zabi A mafi slurry yi, da matsalar yanzu shi ne cewa korau Enterprises da upstream allura coke musayar ba A. yawa, idan da yawa hadin gwiwa, na gaba bincike da ci gaban, da hadin gwiwa kamata a yi
Tambaya: Za a gauraya kayan?
A: Hanyoyi guda uku: coke mai tsabta mai tsabta, coke mai allura mai tsabta, coke man fetur + allura coke. Pure Petroleum Coke yana da kyakkyawan aikin motsa jiki, sassauƙar graphitization, babban ƙarfin aiki da babban haɗin gwiwa, kuma biyun suna da alaƙa. Babban ƙarshen yana amfani da coke ɗin allura mai tsabta, ƙarshen tsakiyar yana amfani da gauraye, ƙananan ƙarshen yana amfani da coke mai tsabta.
Tambaya: Menene rabon daidaitawa
A: Allura coke 30-40%, man fetur coke 60-70%
3, carbon da silicon anode
Tambaya: Menene tasirin ci gaban silicon carbon anode akan man coke da allura coke?
A: (1) Sashi: a bara, ton 3500 na silicon monomer, 80% na girman Beitre shine mafi girma, Silinda ya fi girma, Panasonic, LG yayi amfani da oxygen silicon, Samsung yayi amfani da nano-silicon. Kamfanin C yana buƙatar yawan samar da harsashi murabba'i, wanda aka jinkirta. Yawan samarwa na Q1 na shekara mai zuwa zai zama 10GWH, wanda ke buƙatar kusan tan 1000 bisa ga hadawa 10%.
(2) Kunshin taushi: saboda fadada siliki, yana da wahala a yi amfani da shi
(3) silicon: ko tare da hanyar hadawa, Panasonic 4-5 maki na silicon oxygen, 60% na halitta + 40% wucin gadi graphite (man fetur coke), kuma za a iya gauraye da allura coke, yafi bisa ga samfurin yi.
Tambaya: Shin silicon a cikin carbon anode high tsarki silicon?
A: Ɗaya shine silicon oxygen kuma ɗayan shine nano-silicon.
(1) silicon oxygen: silicon + silicon dioxide zafi hadawa dauki a cikin silica, silica ne ko'ina, da bukatun na silicon ba high, saya talakawa silicon karfe iya zama, farashin 17,000-18,000.
(2) Nano-silicon: tsarki na 99.99% (4 9) ko fiye, a cikin photovoltaic a kan mummunan buƙatun lantarki, tsarkin fiye da 6 9.
4. Fa'idodi da rashin amfani na Sunstone
Tambaya: Shin akwai wani fa'ida ga 'yan kasuwa don yin mummunan iyaka, kamar Socom?
A 1) Suotong yana sayan ton miliyan 4 na coke na man fetur a shekara, kuma dukkanin masana'antun da ba su da kyau suna samun tan miliyan 1, wanda ya ninka sau 4 girma. Yana da fa'idar girma. Akwai 'yan tuntuɓar kai tsaye tare da CNPC da sinopec, galibi 'yan kasuwa, saboda an fi tattauna ciniki
(2) yanayin farashin masana'antu: masana'antar coke mai a farkon shekara kuma ƙarshen farashin yana da yawa, saboda don haɓakawa, a cikin Mayu da Yuni, ƙarancin sulfur, matsakaicin sulfur man coke ya faɗi 10-15%, saboda na ƙarin kaya, a cikin Oktoba kuma ya fara haɓaka, farashin zai sake tashi
Tambaya: Shin masana'antun da ba su da kyau za su sayi coke mai kai tsaye? Ina amfanin Sotone?
A: Yawancin su har yanzu ana siye su daga ’yan kasuwa. Ƙarar ta yi ƙanƙanta da za a yi ciniki da CNPC da Sinopec. Dukansu high, tsakiyar da low sulfur coke ana samar
5, graphite wucin gadi da graphite na halitta
Tambaya: Amfani da graphite na halitta
A 1) yawancin su ana amfani da su a waje. Ikon LG yana amfani da rabin wucin gadi da rabi na halitta. Manyan masana'antun cikin gida B da C suma suna amfani da wani yanki na halitta, wanda shine kusan 10%
(2) lahani na graphite na halitta: ba a gyara yanayin graphite ba yana da ƙarin matsaloli, kamar babban haɓakawa, rashin aikin wurare dabam dabam.
(3) Hukunci na Trend: idan ana amfani da na'urar a hankali a kasar Sin, ana ba da shawarar yin amfani da shi daga ƙananan motoci. Zai fi sauƙi a sami matsaloli tare da manyan motoci kai tsaye gauraye da 20-30%.
Tambaya: Menene bambanci tsakanin graphite na halitta da na wucin gadi?
A: Halin graphite ya riga ya kasance graphite a cikin ƙasa. Bayan pickling, shi ya zama Layered graphite. Lokacin da aka naɗe shi, ya zama ƙwallon graphite na halitta
Abũbuwan amfãni: in mun gwada da arha, high iya aiki (360GWH), high compaction;
Rashin hasara: ƙarancin aikin hawan keke, haɓaka mai sauƙi, rashin aikin zafi mai girma
Tambaya: Shin fasahar graphite anode ta bazu don kowa ya iya yin samfuran iri ɗaya?
A: Gaskiya ne cewa akwai yaduwar fasaha. Yanzu akwai ƙananan tsire-tsire masu yawa. Daga tsakiyar shekarar da ta gabata zuwa yanzu, shukar mara kyau ta samar da tan miliyan 6 zuwa 7.
(1) Akwai lissafin biyu. 300,000 ton na ƙãre kayayyakin da 100,000 ton na graphitization aka zuba jari. Jimlar bayanan suna da girman gaske.
(2) Tsarin gida yana da girma sosai, gwamnati kuma tana da buƙatu, suna son tashi aiki;
(3) Gabaɗaya, ingantaccen iya aiki na iya zama 20% kawai, sanarwar iya aiki da sunan yin mara kyau, a zahiri, shine tsari, OEM, watsawar fasaha ko kofa.
Tambaya: Amfanin halitta na cikin gida ya ragu, yana da alaƙa da fasaha mara kyau, fasaha mara kyau na waje ya fi kyau?
A: (1) Ƙasashen waje: Samsung da LG sun daɗe suna amfani da samfuran halitta kuma fasahar su ta fi girma, don haka rashin aikin da samfuran halitta ke haifarwa zai zama ƙasa da na China.
(2) Na gida: ① kafin BYD tare da graphite na halitta yana da ɗanɗano da wuri, BYD a halin yanzu shine 10% na graphite na halitta, bas tare da wasu graphite na halitta, rabi da rabi, Han, Tang, hatimi suna amfani da graphite na wucin gadi, ƙananan ƙananan motoci sun yi kuskure amfani.
Babban amfani da ningde shine graphite na wucin gadi, graphite na halitta ba shi da amfani.
Q: Shin farashin graphite anode yana ƙaruwa?
A: Dangane da yanayin kasuwa, farashin zai tashi kuma za a sami canje-canjen farashin
6, ci gaba da graphitization
Q: Ci gaba a ci gaba da graphitization?
A 1) ci gaba na yanzu ba shine manufa ba, yanzu graphitization shine nau'in nau'in akwatin, acheson makera, ci gaba da graphitization yana kama da masana'antar diaphragm, kuma ya dogara da kayan aiki.
(2) Kamfanin Japan yana yin aiki mafi kyau. 340kg / WH da samfuran da ke ƙasa ba su da manyan matsaloli, yayin da 350kg / WH tare da babban ƙarfin ba shi da kwanciyar hankali.
(3) Ci gaba da graphitization shine kyakkyawan jagorar haɓakawa, ton ɗaya yana buƙatar wutar lantarki 4000-5000 KWH, wata rana don samar da kayayyaki, murhun akwatin, murhun Aitchison kwana uku ko huɗu don samar da samfuran, bayan hukunci da hanyar gargajiya za su kasance tare.
Lokacin aikawa: Juni-20-2022