[Needle Coke] Tlhahlobo ea phepelo le tlhokahalo le litšobotsi tsa nts'etsopele ea nale coke naheng ea China
I. China's nale coke market capacity
Ka 2016, matla a lefats'e a tlhahiso ea nale e ne e le lithane tse limilione tse 1.07 / selemo, 'me matla a tlhahiso ea China ea nale e ne e le lithane tse 350,000 / selemo, e leng karolo ea 32.71% ea matla a tlhahiso ea lefats'e. Ka 2021, matla a lefats'e a tlhahiso ea nale a eketsehile ho lithane tse limilione tse 3.36 / selemo, moo tlhahiso ea China ea nale e ne e le lithane tse limilione tse 2.29 / selemo, e leng karolo ea 68.15% ea matla a tlhahiso ea lefats'e. Likhoebo tsa tlhahiso ea China tsa nale coke li eketsehile ho fihla ho 22. Kakaretso ea tlhahiso ea lik'hamphani tsa lehae tsa nale e eketsehile ka 554.29% ha e bapisoa le 2016, ha matla a tlhahiso ea nale ea linaheng tse ling a tsitsitse. Ka 2022, tlhahiso ea China ea nale e nyolohetse ho lithane tse limilione tse 2,72, keketseho ea makhetlo a ka bang 7.7, 'me palo ea baetsi ba linale ba China e eketsehile ho fihla ho 27, e bonts'a tsoelo-pele e kholo ea indasteri,' me ha ho shejoa lefats'e, karolo ea China ea nale 'marakeng oa machaba e ntse e eketseha selemo le selemo.
1. Bokhoni ba tlhahiso ea oli ea nale coke
Bokhoni ba tlhahiso ea oli-series ea nale coke bo qalile ho hola ka potlako ho tloha 2019. Ho tloha 2017 ho isa 2019, 'maraka oa China oa letoto la nale o ne o laoloa ke mehato ea mashala, ha nts'etsopele ea letoto la nale ea oli e ne e lieha. Boholo ba likhoebo tse seng li ntse li le teng li kentsoe tlhahiso ka mor'a 2018, 'me matla a tlhahiso ea oli-series ea nale coke Chaena a fihlile ho lithane tse limilione tse 1.59 ka 2022. Tlhahiso e 'nile ea eketseha selemo le selemo. Ka selemo sa 2019, 'maraka oa li-electrode tsa graphite o ile oa theohela tlase haholo, mme tlhoko ea nale e ne e fokola. Ka 2022, ka lebaka la tšusumetso ea seoa sa COVID-19 le Liolimpiki tsa Mariha le liketsahalo tse ling tsa sechaba, tlhoko e fokotsehile, ha litšenyehelo li le holimo, likhoebo ha li khothalletsoe ho hlahisa, 'me kholo ea lihlahisoa e ea butle.
2. Bokhoni ba tlhahiso ea mashala a lekanyang nale coke
Bokhoni ba tlhahiso ea lisebelisoa tsa mashala bo ntse bo eketseha selemo le selemo, ho tloha ho lithane tse 350,000 ka 2017 ho isa ho lithane tse limilione tse 1.2 ka 2022. Ho tloha 2020, karolo ea 'maraka ea tekanyo ea mashala e fokotseha,' me letoto la oli la nale e fetoha ntho e ka sehloohong ea nale coke. Mabapi le tlhahiso, e bolokile kholo ho tloha 2017 ho ea ho 2019. Ho tloha 2020, ka lehlakoreng le leng, litšenyehelo li ne li le holimo 'me phaello e ne e khelosoa. Ka lehlakoreng le leng, tlhoko ea electrode ea graphite e ne e se ntle.
Ⅱ. Tlhahlobo ea tlhoko ea nale Coke naheng ea China
1. Tlhahlobo ea 'maraka ea lisebelisoa tsa lithium anode
Ho tloha ho tlhahiso e mpe ea thepa, tlhahiso ea selemo le selemo ea thepa e mpe ea China e ile ea eketseha butle-butle ho tloha 2017 ho ea ho 2019. Ka 2020, e anngoeng ke ho phahama ho sa khaotseng ha 'maraka oa li-terminal terminal, qalo e akaretsang ea betri ea motlakase e qala ho phahama, tlhokahalo ea mmaraka e eketseha haholo,' me litaelo tsa likhoebo tse mpe tsa li-electrode lia eketseha, 'me qaleho eohle ea likhoebo e ntse e tsoela pele ka potlako. Ka 2021-2022, tlhahiso ea China ea thepa ea lithium cathode e bonts'itse kholo e phatlohang, e rua molemo ntlafatsong e tsoelang pele ea boemo ba leholimo ba khoebo ea liindasteri tse tlase, nts'etsopele e potlakileng ea 'maraka o mocha oa likoloi, polokelo ea matla, ts'ebeliso, matla a manyane le limmaraka tse ling le tsona li bonts'itse likhato tse fapaneng tsa kholo, le likhoebo tse kholo tsa thepa ea cathode li bolokile tlhahiso e felletseng. Ho hakanngoa hore tlhahiso ea lisebelisoa tse mpe tsa elektrode e lebeletsoe ho feta lithane tse limilione tse 1.1 ka 2022, 'me sehlahisoa se boemong bo fokolang,' me tebello ea kopo ea lisebelisoa tse mpe tsa elektrode e pharaletseng.
Needle coke ke indasteri e holimo ea lithium battery le anode material, e amanang haufi-ufi le ntshetsopele ea lithium battery le cathode material market. Libaka tsa ts'ebeliso ea betri ea lithium haholo-holo li kenyelletsa betri ea matla, betri ea bareki le betri ea polokelo ea matla. Ka 2021, libeteri tsa motlakase li tla ikarabella bakeng sa 68%, libeteri tsa bareki bakeng sa 22%, le libeteri tsa polokelo ea matla bakeng sa 10% ea sebopeho sa sehlahisoa sa China sa lithium ion.
Betri ea matla ke karolo ea mantlha ea likoloi tse ncha tsa matla. Lilemong tsa morao tjena, ka ho kenya ts'ebetsong leano la "carbon peak, carbon neutral", indasteri e ncha ea likoloi tsa motlakase ea Chaena e hlahisitse monyetla o mocha oa histori. Ka 2021, thekiso ea makoloi a macha lefatšeng ka bophara e fihlile ho limilione tse 6.5, 'me thomello ea libeteri tsa motlakase e fihlile ho 317GWh, e nyolohang ka 100.63% selemo le selemo. Thekiso ea likoloi tse ncha tsa China e fihlile ho li-unit tse limilione tse 3.52, 'me thomello ea betri ea matla e fihlile ho 226GWh, e nyolohang ka liperesente tse 182.50 selemo le selemo. Ho lebeletsoe hore thomello ea betri ea matla a lefats'e e tla fihla ho 1,550GWh ka 2025 le 3,000GWh ka 2030. 'Maraka oa Chaena o tla boloka boemo ba oona e le' maraka o moholo ka ho fetisisa oa betri ea matla lefatšeng ka karolo e tsitsitseng ea 'maraka e fetang 50%.
Nako ea poso: Dec-21-2022