Iyo yakaipa electrode zvinhu indasitiri iri kugamuchira shanduko nyowani yemusika.
Kubatsirwa nekukura kwemusika wemagetsi bhatiri kudiwa kwemusika, China inode zvinhu zvinotumirwa uye kukosha kwekubuda kwakawedzera muna 2018, zvichifambisa kukura kweanode zvinhu makambani.
Nekudaro, zvakakanganiswa nerubatsiro, kukwikwidza kwemusika, kukwira kwemitengo yezvigadzirwa uye kudonha kwemitengo yezvigadzirwa, musika wekutengesa weanode zvinhu wawedzera kuwedzera, uye polarization yeindasitiri yapinda padanho idzva.
Parizvino, sezvo indasitiri inopinda muchikamu che "kuderedza mutengo uye kuwedzera kwemhando", yakakwirira-yekupedzisira yemhando graphite uye zvigadzirwa zvekugadzira magirafu zvinogona kukurumidza kutsiva yakaderera-magumo anode zvinhu, izvo zvinoita kuti kukwikwidza kwemusika weanode zvinhu indasitiri kusimudzira.
Kubva pamaonero akachinjika, makambani azvino emagetsi emagetsi asina kunaka kana makambani akanyorwa kana maIPO akazvimirira ari kutsvaga rutsigiro rwekuwana rutsigiro rwemari, kubatsira makambani kuwedzera huwandu hwekugadzira uye kugadzira zvigadzirwa zvitsva. Kuvandudzwa kwemakambani madiki uye epakati anode asina kukwikwidza mumhando yechigadzirwa uye tekinoroji pamwe neiyo mutengi base zvichawedzera kuoma.
Kubva pamaonero akatwasuka, kuitira kuvandudza mhando uye kuderedza mitengo, makambani asina kunaka emagetsi emagetsi akawedzera huwandu hwawo hwekugadzira uye akawedzera kusvika kune yakakwira graphitization indasitiri yekugadzira, kuderedza mutengo kuburikidza nekuwedzera kugona uye kugadzira maitiro ekusimudzira, uye nekuwedzera kuwedzera kukwikwidza kwavo.
Pasina mubvunzo, kubatanidzwa uye kutora uye kubatanidzwa kwezviwanikwa pakati pemaindasitiri uye kuwedzerwa kwega-yakazvivaka graphitization kugadzirisa indasitiri pasina mubvunzo kunoderedza vatori vechikamu mumusika, kukurumidza kubviswa kwevasina simba, uye zvishoma nezvishoma kuparadzanisa "matatu makuru uye madiki" maitiro emakwikwi akaumbwa nezvinhu zvisina kunaka. Iyo inokwikwidza chinzvimbo chepurasitiki anode musika.
Kukwikwidza kuronga kwegraphitization
Parizvino, kukwikwidza muindasitiri yemidziyo yeanode ichiri kutyisa. Pane makwikwi pakati pemakambani ekutanga echelon kuti atore nzvimbo inotungamira. Kune zvakare yechipiri-tier echelons vachishingaira kuwedzera masimba avo. Iwe unodzingirirana kupfupisa makwikwi nemabhizinesi ekutanga. Zvimwe zvekumanikidzira zvinogona kuitika zvevakwikwidzi vatsva.
Inotungamirwa nemusika kudiwa kwemabhatiri emagetsi, chikamu chemusika wekugadzira graphite chinoramba chichiwedzera kupa kudiwa kwekuwedzera kwehuwandu hweanode mabhizinesi.
Kubva 2018, mapurojekiti makuru ekudyara emari yeanode akateedzana akaiswa mukushanda, uye chiyero chega chega chekugadzira chasvika matani zviuru makumi mashanu kana 100,000 matani pagore, kunyanya zvichibva pamapurojekiti ekugadzira magirafu.
Pakati pavo, makambani ekutanga-tier echelon anowedzera kusimbisa nzvimbo yavo yemusika uye kuderedza mari nekuwedzera simba ravo rekugadzira. Makambani echipiri echelon echelon ari kuswedera pedyo neyokutanga-echelon kuburikidza nekuwedzera kwesimba, asi asina rubatsiro rwakakwana rwemari uye kushayikwa kwekukwikwidzana muzvigadzirwa zvitsva uye teknolojia.
Makambani ekutanga uye echipiri-tier echelon, anosanganisira Beitray, Shanshan Technology, Jiangxi Zijing, Kaijin Energy, Xiangfenghua, Shenzhen Snow, uye Jiangxi Zhengtuo, pamwe nevatsva vanopinda, vakawedzera huwandu hwavo hwekugadzira senzvimbo yekupinda kuti vawedzere kukwikwidza kwavo. Nzvimbo yekuvaka masimba inonyanya kutariswa muInner Mongolia kana kuchamhembe kwakadziva kumadokero.
Graphitization inosvika makumi mashanu muzana emutengo weanode zvinhu, kazhinji muchimiro che subcontracting. Kuti uwedzere kudzikisira mutengo wekugadzira uye kuvandudza purofiti yechigadzirwa, makambani eanode zvinhu akavaka ega graphitization kugadzirisa sehurongwa hwekuita kuti vawedzere kukwikwidza.
MuInner Mongolia, ine zviwanikwa zvakawanda uye mutengo wakaderera wemagetsi we 0.36 yuan / KWh (zvishoma kusvika 0.26 yuan / KWh), yave nzvimbo yesarudzo ye graphite chirimwa cheiyo negative electrode bhizinesi. Kusanganisira Shanshan, Jiangxi Zijing, Shenzhen Snow, Dongguan Kaijin, Xinxin New Materials, Guangrui New Energy, nezvimwewo, vese vane graphitization kugona muInner Mongolia.
Ihwo hutsva hwekugadzira huchabudiswa kubva ku2018. Zvinotarisirwa kuti simba rekugadzira graphitization muInner Mongolia richabudiswa mu2019, uye mari yekugadzira graphitization ichadzokera shure.
Musi waNyamavhuvhu 3, yakakura kwazvo pasi rose lithium bhatiri anode material base - Shanshan Technology yegore negore kugadzirwa kwe100,000 matani eanode material Baotou integrated base project yakaiswa mukushanda zviri pamutemo muQingshan District, Baotou City.
Zvinonzwisiswa kuti Shanshan Technology ine mari yegore negore ye3.8 bhiriyoni yuan mu100,000-ton anode zvinhu zvakabatanidzwa base yeanode zvinhu. Mushure mekunge chirongwa ichi chapedzwa nekuiswa mukugadzirwa, chinogona kugadzira zviuru makumi matanhatu zvematani egraphite anode zvinhu uye makumi mana ezviuru zvematani ecarbon-coated graphite anode zvinhu. Kwegore kugadzirwa kugona kwe50,000 matani egraphitization process.
Zvinoenderana nedata rekutsvagisa kubva kuInstitute of Advanced Research and Development yeLithium Power Research (GGII), iyo yakazara kutakura yelithium bhatiri anode zvinhu muChina yakasvika 192,000 matani muna 2018, gore negore kuwedzera kwe31.2%. Pakati pavo, Shanshan Technology's anode material shipments iri panzvimbo yechipiri muindastiri, uye zvekugadzira magirafu ekutakura zvakaiswa pekutanga.
“Tiri matani 100 000 ekugadzirwa gore rino. Pakazosvika gore rinouya uye gore rinotevera, tichawedzera huwandu hwekugadzira nekukurumidza, uye tichakurumidza kubata simba remitengo yeindasitiri nehukuru uye mutengo wekuita. " Zheng Yonggang, Sachigaro weShanshan Holdings Board of Directors akadaro.
Zviripachena, zano raShanshan nderekudzikisa mitengo yekugadzira kuburikidza nekuwedzera kwehuwandu, uye nekudaro kutonga kutaurirana kwechigadzirwa, uye kugadzira musika wakasimba pane mamwe makambani asina kunaka emagetsi emagetsi, nekudaro achisimudzira nekubatanidza chikamu chayo chemusika. Kuti arege kungoita zvishoma, mamwe makambani asina kunaka emagetsi emagetsi anofanirwa kujoinha timu yekuwedzera masimba, asi mazhinji acho imhando yekugadzira yakaderera.
Zvakakosha kuziva kuti kunyange zvazvo makambani anode zvinhu ari kuwedzera simba ravo rekugadzira, sezvo zvido zvekushanda zvezvigadzirwa zvebhatiri zvemagetsi zvichiramba zvichiwedzera, zvinodikanwa zvepamusoro zvinoiswa pakuita kwechigadzirwa cheanode zvinhu. Iyo yepamusoro-yekupedzisira yakasikwa graphite uye yekugadzira graphite zvigadzirwa zvinomhanyisa kutsiva yakaderera-yekupedzisira anode zvinhu, izvo zvinoreva kuti nhamba huru yediki uye yepakati-saizi mabhizinesi anode haigone kusangana nekudiwa kwemabhatiri epamusoro.
Kuiswa kwemusika kunowedzerwa zvakare
Sezvineiwo nemusika webhatiri remagetsi, kusangana kwemusika weanode zvinhu kuri kuramba kuchiwedzera, nemakambani mashoma emusoro ari kutora chikamu chikuru chemusika.
Nhamba dzeGGII dzinoratidza kuti muna 2018, China yeLithium bhatiri anode zvinhu zvakatumirwa zvakasvika 192,000 matani, kuwedzera kwe31.2%.
Pakati pavo, Betray, Shanshan Technology, Jiangxi Zijing, Dongguan Kaijin, Xiangfenghua, Zhongke Xingcheng, Jiangxi Zhengtuo, Shenzhen Snow, Shenzhen Jinrun, Changsha Geji uye mamwe makambani asina kunaka zvinhu zvisati zvatumirwa gumi.
Muna 2018, kutumirwa kweTOP4 anode zvinhu zvakapfuura matani makumi maviri neshanu, uye chikamu chemusika cheTOP4 chakasvika makumi manomwe neshanu muzana, kusvika 4 muzana kubva 2017, uye kutumirwa kwemabhizinesi nemakambani makuru mushure menzvimbo yechishanu. Iyo gap yevhoriyamu iri kuwedzera. Chikonzero chikuru ndechekuti maitiro emakwikwi emusika webhatiri emagetsi achinja zvikuru, zvichikonzera shanduko mumakwikwi emhando yeanode zvinhu.
Huwandu hweGGII hunoratidza kuti huwandu hwakazara hwakaisirwa bhatiri remagetsi reChina muhafu yekutanga ye2019 yaive ingangoita 30.01GWh, kuwedzera kwegore negore kwe93%. Pakati pavo, simba rose rakaiswa remakambani gumi epamusoro ebhatiri remagetsi anosvika 26.38GWh, achiverengera 88% yezvese.
Pakati pemakambani gumi epamusoro emabhatiri emagetsi maererano neakaisirwa simba rakazara, nguva yeNingde chete, BYD, Guoxuan Hi-Tech, uye Lishen mabhatiri ari pakati pegumi epamusoro, uye marongerwo emamwe makambani ebhatiri ari kushanduka mwedzi wega wega.
Yakakanganiswa nekuchinja mumusika webhatiri remagetsi, makwikwi emusika weanode zvinhu akachinjawo saizvozvo. Pakati pavo, Shanshan Technology, Jiangxi Zijing uye Dongguan Kaijin anonyanya kugadzirwa neanogadzira magirafu zvigadzirwa. Vanofambiswa neboka revatengi vemhando yepamusoro vakaita seNingde Times, BYD, Yiwei Lithium Energy uye Lishen Battery. Kutumirwa kwakawedzera zvakanyanya uye chikamu chemusika chakawedzera.
Mamwe emakambani asina kunaka emagetsi emagetsi akasangana nekudzikira kwakanyanya mukuiswa kweiyo kambani yakaipa zvigadzirwa zvebhatiri muna 2018.
Tichitarisa kubva kumakwikwi aripo mumusika webhatiri remagetsi, musika wemakambani gumi epamusoro emabhatiri akakwira kusvika pa90%, zvinoreva kuti mikana yemusika yemamwe makambani ebhatiri iri kuramba ichiwanda, yobva yaendeswa kumusoro. anode zvinhu munda, kugadzira boka remadiki uye epakati-saizi anode mabhizinesi anotarisana nehukuru hwekupona kumanikidzwa.
GGII inotenda kuti mumakore matatu anotevera, kukwikwidza mumusika weanode zvinhu kuchawedzera kuwedzera, uye iyo yakaderera-yekupedzisira kudzokorora kugona ichabviswa. Mabhizinesi ane epakati matekinoroji uye anobatsira vatengi nzira achakwanisa kuwana yakakura kukura.
Iko kusungirirwa kwemusika kuchawedzera kuvandudzwa. Kune yechipiri uye yechitatu-mutsara anode zvinhu mabhizinesi, iyo yekumanikidza yekushanda pasina mubvunzo ichawedzera, uye inoda kuronga kumberi.
Nguva yekutumira: Oct-09-2019