Graphite kayan cathode ne na yau da kullun, batirin lithium yana haifar da buƙatar graphitization a cikin 'yan shekarun nan, ƙarfin graphitization na anode na cikin gida yana da mahimmanci a cikin Inner Mongolia, ƙarancin wadatar kasuwa, graphitization ya karu da sama da kashi 77%, rashin kyawun graphitization na lantarki yana tasiri ga ƙarfin fermentation akai-akai, rabon wutar lantarki zai shafi ƙarfin samar da graphitization fiye da kashi 50% a wannan watan, tare da rage ƙarfin wutar lantarki, Yunnan da Sichuan ƙarfin graphitization yana da tsauri, kuma buƙatar da ke ƙasa tana da ƙarfi, gibin wadata zai ƙara girma.
Farashin kayan masarufi masu zane-zane suna tashi
Ƙarancin man fetur na sulfur, allurar coke a matsayin babban kayan da ake amfani da shi wajen samar da anode na graphite na wucin gadi, ƙarancin samar da man fetur na sulfur, kaya yana ci gaba da raguwa, buƙata ta wuce wadata. Kasuwar allurar coke ta dogara ne akan farashin kayan aiki, ƙarancin hauhawar farashin kaya.
Samar da graphitization yana ci gaba da ƙara ƙarfi a ƙarƙashin ikon amfani da makamashi biyu
Manufar "sarrafa wutar lantarki sau biyu" ta taimaka wajen takaita samar da wutar lantarki a wurare da yawa. Graphitization muhimmin tsari ne wajen samar da kayan anode na graphite na wucin gadi, wanda ya kai kusan kashi 50% na farashin kayan anode. Babban farashin wutar lantarki ne. Ƙarfin Graphitization ya fi yawa a yankin da ke da rahusa a farashin wutar lantarki, kamar yankunan Inner Mongolia da YunGuiChuan, ciki har da Inner Mongolia yana ɗaya daga cikin manyan cibiyoyi, ƙarfin Graphitization na cikin gida ya kai kashi 47%, wanda manufofin kare muhalli da rage wutar lantarki suka shafa, an tilasta wa wasu ƙananan sarrafa Graphitization rufewa, babban ƙarfin aiki bai isa ba, kuma yana haifar da ƙarancin wadatar graphitization. Bugu da ƙari, tare da zuwan kakar dumama da kuma Olympics na hunturu a kwata na huɗu, ana sa ran kasuwar Graphitization mara kyau za ta tabarbare kuma da wuya ta inganta.
Adadin graphite na wucin gadi yana ci gaba da ƙaruwa
Idan aka kwatanta da graphite na halitta, graphite na wucin gadi yana da daidaito da kuma zagayowar aiki mafi kyau, wanda ya fi dacewa da adana wutar lantarki da makamashi. Kason graphite na wucin gadi yana ci gaba da ƙaruwa, wanda ke ƙara buƙatar ƙarfin graphitization na kayan anode. A rabin farko na 2021, adadin kayayyakin graphite na wucin gadi a cikin kayan anode ya karu zuwa 85%.
Farashin sarrafa zane-zane yana ƙaruwa
A lokaci guda, karuwar farashin wutar lantarki yana haifar da karuwar farashin sarrafa graphitization, wanda shine yuan 22,000-24,000 a kowace tan. Wasu sifili na oda suna bayar da yuan 23,000-25,000 a kowace tan, wanda ya fi sama da yuan 12,000-15,000 a kowace tan a farkon 2021 da kashi 100%. A halin yanzu, mafi girman ƙimar graphitization shine yuan 25,000-26,000 a kowace tan.
Ana sa ran ƙarancin ƙarfin graphitization zai daɗe har zuwa rabin farko ko ma ƙarshen 2022.
Bukatar ƙasa ta ci gaba da ƙaruwa, gibin da ke tsakanin wadata da buƙata yana ƙara bayyana
A cikin shekaru biyu na farko, an sami ƙaruwar ƙarfin graphitized mara kyau a tsarin, tare da ƙarancin farashi da ƙarancin ƙarfin graphitized, wanda ya haifar da rashin daidaito tsakanin wadata da buƙata. Masana'antun manyan masana'antu sun fara faɗaɗa ƙarfin graphitization a ƙarshen 2020, amma zagayowar ginin graphitization yana da tsawo, yana buƙatar aƙalla rabin shekara zuwa shekara guda, kuma zagayowar sakin ƙarfin graphitization shi ma yana ƙaruwa. Yayin da buƙatar da ke ƙasa ke ci gaba da ƙaruwa, buƙatar kayan anode yana ƙaruwa da sauri, kuma gibin da ke tsakanin wadata da buƙata yana ƙara bayyana.
Lokacin Saƙo: Oktoba-29-2021