Indasteri e mpe ea lisebelisoa tsa elektrode e amohela phetoho e ncha ea 'maraka.
Ho rua molemo kholong ea tlhokahalo ea 'maraka oa betri ea matla ea China, thomello ea thepa ea anode ea China le boleng ba tlhahiso e ile ea eketseha ka 2018, e leng ho tsamaisang kholo ea lik'hamphani tsa lisebelisoa tsa anode.
Leha ho le joalo, ho angoa ke lithuso, tlholisano ea 'maraka, ho nyoloha ha theko ea lihlahisoa tse tala le ho theoha ha litheko tsa lihlahisoa,' maraka oa lihlahisoa tsa anode o ntse o eketseha, 'me polarization ea indasteri e kene sethaleng se secha.
Hona joale, ha indasteri e kena sethaleng sa "ho fokotsa litšenyehelo le boleng bo ntseng bo eketseha", lihlahisoa tse phahameng tsa tlhaho tsa graphite le lihlahisoa tsa maiketsetso tsa graphite li ka potlakisa ho nkeloa sebaka ha lisebelisoa tse tlaase tsa anode, tse etsang hore tlhōlisano ea 'maraka ea indasteri ea lisebelisoa tsa anode e ntlafatsoe.
Ho latela pono e otlolohileng, lik'hamphani tsa hajoale tse mpe tsa lisebelisoa tsa elektrode kapa lik'hamphani tse thathamisitsoeng kapa li-IPO tse ikemetseng li batla tšehetso ea ho fumana tšehetso ea lichelete, ho thusa lik'hamphani ho holisa bokhoni ba tlhahiso le ho nts'etsapele lihlahisoa tse ncha. Nts'etsopele ea lik'hamphani tsa anode tse nyane le tse mahareng tse se nang melemo ea tlholisano boleng ba sehlahisoa le theknoloji hammoho le setsing sa bareki e tla ba thata le ho feta.
Ho ea ka pono e otlolohileng, molemong oa ho ntlafatsa boleng le ho fokotsa litšenyehelo, lik'hamphani tsa thepa ea li-electrode tse mpe li atolositse bokhoni ba tsona ba tlhahiso le ho atolosetsoa indastering ea ts'ebetso ea graphitization, ho fokotsa litšenyehelo ka katoloso ea bokhoni le ntlafatso ea ts'ebetso ea tlhahiso, le ho ntlafatsa tlholisano ea bona.
Ntle ho pelaelo, ho kopanya le ho fumana le ho kopanya lisebelisoa pakeng tsa liindasteri le ho atolosoa ha indasteri ea ho sebetsa ea graphitization e iketselitseng ntle ho pelaelo ho tla fokotsa barupeluoa ba 'maraka, ho potlakisa ho felisoa ha ba fokolang,' me butle-butle ho qhala mekhoa ea tlhōlisano ea "tse tharo tse kholo le tse nyenyane" tse entsoeng ka thepa e mpe. Boemo ba tlholisano ba 'maraka oa anode oa polasetiki.
Tlholisano ea moralo oa graphitization
Hajoale, tlholisano ea indasteri ea lisebelisoa tsa anode ea lapeng e ntse e le bohale haholo. Ho na le tlholisano lipakeng tsa likhamphani tsa boemo ba pele tsa echelon ho nka maemo a etelletseng pele. Ho boetse ho na le li-echelon tsa boemo ba bobeli tse ntseng li holisa matla a tsona. Le lelekisana ho fokotsa tlholisano le likhoebo tsa pele. Tse ling tsa likhatello tse ka bang teng tsa bahlolisani ba bacha.
E tsamaisoa ke tlhokahalo ea 'maraka ea libeteri tsa motlakase, karolo ea' maraka oa maiketsetso oa graphite e ntse e eketseha ho fana ka tlhoko ea katoloso ea bokhoni ba likhoebo tsa anode.
Ho tloha ka 2018, merero e meholo ea matsete a malapeng bakeng sa lisebelisoa tsa anode e kentsoe ts'ebetsong ka tatellano, 'me tekanyo ea tlhahiso ea motho ka mong e fihlile ho lithane tse 50,000 kapa esita le lithane tse 100,000 ka selemo, haholo-holo ho latela merero ea maiketsetso ea graphite.
Har'a bona, lik'hamphani tsa boemo ba pele tsa echelon li tsoela pele ho kopanya boemo ba tsona ba 'maraka le ho fokotsa litšenyehelo ka ho atolosa bokhoni ba tsona ba tlhahiso. Lik'hamphani tsa boemo ba bobeli li ntse li atamela haufi le echelon ea pele ka ho atolosoa ha bokhoni, empa ha li na tšehetso e lekaneng ea lichelete le ho hloka tlhōlisano ho lihlahisoa tse ncha le theknoloji.
Likhamphani tsa echelon tsa boemo ba pele le ba bobeli, ho kenyeletsoa Beitray, Shanshan Technology, Jiangxi Zijing, Kaijin Energy, Xiangfenghua, Shenzhen Snow, le Jiangxi Zhengtuo, hammoho le ba kenang ba bacha, ba ekelitse bokhoni ba bona ba tlhahiso e le sebaka sa ho kena ho ntlafatsa tlholisano ea bona. Setsi sa kaho ea bokhoni se tsepamisitsoe haholo-holo ho Inner Mongolia kapa Northwest.
Graphitization e nka hoo e ka bang 50% ea litšenyehelo tsa lisebelisoa tsa anode, hangata ka mokhoa oa subcontracting. Bakeng sa ho fokotsa litšenyehelo tsa tlhahiso le ho ntlafatsa phaello ea sehlahisoa, lik'hamphani tsa lisebelisoa tsa anode li iketselitse ts'ebetso ea tsona ea graphitization e le moralo oa maano oa ho ntlafatsa tlholisano ea bona.
Naheng ea Inner Mongolia, e nang le lisebelisoa tse ngata le theko e tlase ea motlakase ea 0.36 yuan / KWh (bonyane ho isa ho 0.26 yuan / KWh), e fetohile sebaka sa khetho bakeng sa semela sa graphite sa khoebo e mpe ea li-electrode. Ho kenyelletsa Shanshan, Jiangxi Zijing, Shenzhen Snow, Dongguan Kaijin, Xinxin New Materials, Guangrui New Energy, joalo-joalo, kaofela li na le bokhoni ba graphitization ho Inner Mongolia.
Matla a macha a tlhahiso a tla lokolloa ho tloha 2018. Ho lebeletsoe hore bokhoni ba tlhahiso ea graphitization ka Inner Mongolia bo tla lokolloa ka 2019, 'me tefiso ea ts'ebetso ea graphitization e tla khutlela morao.
Ka la 3 Phato, setsi se seholo ka ho fetisisa lefatšeng sa lithium battery anode material base - Shanshan Technology ea selemo le selemo tlhahiso ea selemo le selemo ea lithane tse 100,000 tsa anode material Baotou integration base project e ile ea kenngoa tšebetsong Seterekeng sa Qingshan, Baotou City.
Ho utloisisoa hore Shanshan Technology e na le letsete la selemo le selemo la li-yuan tse limilione tse likete tse 3.8 sebakeng se kopaneng sa anode ea lithane tse 100,000 bakeng sa lisebelisoa tsa anode. Ka mor'a hore morero o phethoe le ho kenngoa tlhahiso, o ka hlahisa lithane tse 60,000 tsa lisebelisoa tsa graphite anode le lithane tse 40,000 tsa lisebelisoa tsa carbon-coated graphite anode. Matla a tlhahiso ea selemo le selemo a lithane tse 50,000 tsa ts'ebetso ea graphitization.
Ho latela lintlha tsa lipatlisiso tse tsoang Setsing sa Lipatlisiso tse Tsoetseng Pele le Nts'etsopele ea Lithium Power Research (GGII), thomello e felletseng ea lisebelisoa tsa lithium betri anode China e fihlile ho lithane tse 192,000 ka 2018, keketseho ea selemo le selemo ea 31.2%. Har'a tsona, thomello ea thepa ea anode ea Shanshan Technology e behiloe boemong ba bobeli indastering, 'me thepa ea maiketsetso ea graphite e maemong a pele.
"Re lithane tse 100,000 tsa tlhahiso selemong sena. Selemong se tlang le selemong se latelang, re tla atolosa bokhoni ba tlhahiso ka potlako, 'me re tla potlakela ho utloisisa matla a theko ea indasteri ka ts'ebetso e kholo le ea litšenyehelo. " Zheng Yonggang, molulasetulo oa Shanshan Holdings Board of Directors o boletse.
Ho hlakile hore leano la Shanshan ke ho fokotsa litšenyehelo tsa tlhahiso ka katoloso ea bokhoni, 'me ka hona o laole therisano ea lihlahisoa, le ho theha tšusumetso e matla ea' maraka ho lik'hamphani tse ling tse mpe tsa lisebelisoa tsa elektrode, ka hona ho matlafatsa le ho kopanya karolo ea eona ea mmaraka. E le hore e se ke ea e-ba bonolo ka ho feletseng, lik'hamphani tse ling tse mpe tsa li-electrode ka tlhaho li tlameha ho kena sehlopheng sa katoloso ea bokhoni, empa boholo ba tsona ke bokhoni ba tlhahiso e tlaase.
Ke habohlokoa ho hlokomela hore le hoja lik'hamphani tsa lisebelisoa tsa anode li ntse li atolosa bokhoni ba tsona ba tlhahiso, ha litlhoko tsa ts'ebetso ea lihlahisoa tsa matla a matla li ntse li eketseha, litlhoko tse phahameng li behoa mosebetsing oa lihlahisoa tsa lisebelisoa tsa anode. Lihlahisoa tse phahameng tsa tlhaho tsa graphite le lihlahisoa tsa maiketsetso tsa graphite li potlakisa ho nkeloa sebaka ha lisebelisoa tsa anode tse tlaase, ho bolelang hore palo e kholo ea likhoebo tse nyenyane le tse mahareng tsa anode li ke ke tsa finyelloa ke tlhokahalo ea libeteri tse phahameng.
Kemiso ea 'maraka e matlafatsoa le ho feta
Joalo ka 'maraka oa betri ea matla, khatello ea' maraka oa lisebelisoa tsa anode e ntse e eketseha, ka lik'hamphani tse 'maloa tse nang le karolo e kholo ea mmaraka.
Lipalo-palo tsa GGII li bonts'a hore ka selemo sa 2018, thepa eohle ea China ea lithium battery anode e fihlile ho lithane tse 192,000, keketseho ea 31.2%.
Har'a bona, Betray, Shanshan Technology, Jiangxi Zijing, Dongguan Kaijin, Xiangfenghua, Zhongke Xingcheng, Jiangxi Zhengtuo, Shenzhen Snow, Shenzhen Jinrun, Changsha Geji le lik'hamphani tse ling tse mpe pele ho romelloa tse leshome.
Ka selemo sa 2018, thomello ea lisebelisoa tsa TOP4 tsa anode e ile ea feta lithane tse 25,000, 'me karolo ea mmaraka ea TOP4 e fihlile ho 71%, ho nyoloha ka liperesente tse 4 ho tloha 2017, le thomello ea likhoebo le likhamphani tse kholo kamora sebaka sa bohlano. Lekhalo la molumo le ntse le eketseha. Lebaka le ka sehloohong ke hore mokhoa oa tlhōlisano oa 'maraka oa betri ea matla o bile le liphetoho tse kholo, tse hlahisang phetoho ea mokhoa oa tlhōlisano oa lisebelisoa tsa anode.
Lipalo-palo tsa GGII li bonts'a hore palo eohle e kentsoeng ea betri ea matla ea China halofong ea pele ea 2019 e ne e ka ba 30.01GWh, keketseho ea selemo le selemo ea 93%. Har'a bona, kakaretso ea matla a kentsoeng a lik'hamphani tse leshome tse holimo tsa betri ea matla e ne e ka ba 26.38GWh, e leng karolo ea 88% ea kakaretso.
Har'a lik'hamphani tse leshome tse holimo tsa li-betri tsa matla mabapi le matla a felletseng a kentsoeng, ke nako ea Ningde feela, BYD, Guoxuan Hi-Tech, le libeteri tsa Lishen tse har'a tse leshome tse holimo, 'me maemo a lik'hamphani tse ling tsa betri a ntse a fetoha khoeli le khoeli.
E anngoe ke liphetoho 'marakeng oa betri ea matla, tlhōlisano ea' maraka bakeng sa lisebelisoa tsa anode le eona e fetohile ka tsela e nepahetseng. Har'a tsona, Shanshan Technology, Jiangxi Zijing le Dongguan Kaijin li entsoe haholo ka lihlahisoa tsa maiketsetso tsa graphite. Li tsamaisoa ke sehlopha sa bareki ba boleng bo holimo joalo ka Ningde Times, BYD, Yiwei Lithium Energy le Lishen Battery. Thepa e ile ea eketseha haholo 'me karolo ea mmaraka e ile ea eketseha.
Tse ling tsa lik'hamphani tse mpe tsa li-electrode li bile le phokotseho e matla ea matla a kentsoeng a lihlahisoa tse mpe tsa betri tsa k'hamphani ka 2018.
Ha re sheba tlholisano ea hajoale 'marakeng oa betri ea matla,' maraka oa lik'hamphani tse leshome tse holimo tsa betri o phahame hoo e ka bang 90%, ho bolelang hore menyetla ea 'maraka ea lik'hamphani tse ling tsa betri e ntse e ata le ho feta, ebe e fetisetsoa ho ea holimo. tšimo ea lisebelisoa tsa anode, ho etsa sehlopha sa likhoebo tse nyane le tse mahareng tsa anode li tobane le khatello e kholo ea Pholoho.
GGII e lumela hore lilemong tse tharo tse tlang, tlhōlisano ea 'maraka oa lisebelisoa tsa anode e tla matlafala le ho feta,' me matla a ho pheta-pheta a tlaase a tla felisoa. Likhoebo tse nang le mahlale a mantlha le likanale tse ntle tsa bareki li tla khona ho fihlela kholo e kholo.
Boemo ba 'maraka bo tla ntlafatsoa le ho feta. Bakeng sa likhoebo tsa li-anode tsa mohala oa bobeli le oa boraro, khatello ea ts'ebetso e tla eketseha, 'me e hloka ho rera esale pele.
Nako ea poso: Oct-09-2019