[Needle Coke] Supply thiab thov tsom xam thiab kev loj hlob yam ntxwv ntawm koob coke hauv Suav teb
I. Tuam Tshoj tus koob coke ua lag luam muaj peev xwm
Nyob rau hauv 2016, lub ntiaj teb no muaj peev xwm ntawm koob coke yog 1.07 lab tons / xyoo, thiab Tuam Tshoj lub peev xwm ntawm koob coke yog 350,000 tons / xyoo, accounting rau 32.71% ntawm lub ntiaj teb no ntau lawm muaj peev xwm. Los ntawm 2021, lub ntiaj teb no muaj peev xwm ntawm koob coke tau nce mus rau 3.36 lab tons / xyoo, ntawm cov uas Tuam Tshoj lub peev xwm ntawm koob coke yog 2.29 lab tons / xyoo, accounting rau 68.15% ntawm lub ntiaj teb no ntau lawm muaj peev xwm. Tuam Tshoj cov tuam txhab tsim khoom ntawm rab koob coke tau nce mus rau 22. Tag nrho cov peev txheej ntawm cov khoom lag luam hauv cov koob coke tau nce 554.29% piv nrog xyoo 2016, thaum lub peev xwm ntau lawm ntawm txawv teb chaws koob coke tau ruaj khov. Los ntawm 2022, Tuam Tshoj lub peev xwm ntau lawm ntawm koob coke tau nce mus rau 2.72 lab tons, nce li ntawm 7.7 npaug, thiab tus naj npawb ntawm Suav koob coke manufacturers tau nce mus rau 27, uas qhia txog kev loj hlob ntawm kev lag luam, thiab coj lub ntiaj teb saib. , qhov kev faib ua feem ntawm Tuam Tshoj tus koob coke nyob rau hauv lub lag luam thoob ntiaj teb tau nce xyoo los ntawm lub xyoo.
1. Roj ntau lawm muaj peev xwm ntawm koob coke
Lub peev xwm ntawm cov roj-series koob coke pib loj hlob sai los ntawm 2019. Los ntawm 2017 txog 2019, Tuam Tshoj txoj kev lag luam ntawm cov roj-series koob coke tau tswj hwm los ntawm kev ntsuas thee, thaum txoj kev loj hlob ntawm roj-series koob coke tau qeeb. Feem ntau ntawm cov tuam txhab tsim khoom uas twb muaj lawm muab tso rau hauv kev tsim khoom tom qab 2018, thiab cov peev txheej ntawm cov roj-series koob coke hauv Suav teb tau nce mus txog 1.59 lab tons los ntawm 2022. Cov khoom lag luam tau nce xyoo los ntawm xyoo. Nyob rau hauv 2019, lub downstream graphite electrode kev lag luam tau poob qis, thiab qhov kev thov rau koob coke tsis muaj zog. Xyoo 2022, vim muaj kev cuam tshuam los ntawm COVID-19 kev kis thoob ntiaj teb thiab lub caij ntuj no Olympics thiab lwm yam kev tshwm sim rau pej xeem, kev thov tsis muaj zog, thaum cov nqi siab, cov lag luam tsis tshua muaj kev txhawb siab rau kev tsim khoom, thiab cov khoom lag luam loj hlob qeeb.
2. Ntau lawm muaj peev xwm ntawm thee ntsuas koob coke
Lub peev xwm ntawm cov thee ntsuas rab koob coke kuj tseem nce xyoo los ntawm xyoo, los ntawm 350,000 tons hauv 2017 mus rau 1.2 lab tons hauv 2022. Los ntawm 2020, kev lag luam sib faib ntawm cov thee ntsuas txo qis, thiab cov roj series koob coke ua lub ntsiab ntawm koob coke. Nyob rau hauv cov nqe lus ntawm cov zis, nws tswj kev loj hlob los ntawm 2017 mus rau 2019. Los ntawm 2020, ntawm ib sab, tus nqi yog siab thiab cov nyiaj tau los inverted. Ntawm qhov tod tes, qhov kev thov rau graphite electrode tsis zoo.
Ⅱ. Kev soj ntsuam xav tau ntawm koob Coke hauv Suav teb
1. Kev lag luam tsom xam cov khoom siv lithium anode
Los ntawm cov khoom siv tsis zoo, cov khoom tsim tawm txhua xyoo ntawm Tuam Tshoj cov khoom tsis zoo tau nce tsis tu ncua los ntawm 2017 txog 2019. Nyob rau xyoo 2020, cuam tshuam los ntawm kev nce ntxiv ntawm cov khoom lag luam qis qis, tag nrho cov roj teeb hluav taws xob pib tuaj tos, kev lag luam xav tau nce ntxiv. , thiab kev txiav txim ntawm cov khoom siv hluav taws xob tsis zoo ntawm cov lag luam nce, thiab tag nrho cov kev lag luam pib tuaj tos sai thiab ua kom lub zog nce siab. Xyoo 2021-2022, Tuam Tshoj cov khoom siv lithium cathode tso tawm tau pom tias muaj kev loj hlob loj heev, tau txais txiaj ntsig los ntawm kev txhim kho txuas ntxiv ntawm kev lag luam huab cua ntawm kev lag luam hauv qab, kev loj hlob sai ntawm kev lag luam tsheb tshiab, lub zog cia, noj, lub zog me thiab lwm yam kev lag luam kuj pom txawv. qib ntawm kev loj hlob, thiab mainstream loj cathode khoom lag luam tuav tag nrho cov khoom. Nws tau kwv yees tias cov khoom siv hluav taws xob tsis zoo yuav tsum muaj ntau dua 1.1 lab tons hauv xyoo 2022, thiab cov khoom lag luam nyob rau hauv lub xeev tsis txaus, thiab daim ntawv thov kev cia siab ntawm cov khoom tsis zoo electrode yog dav.
Koob coke yog qhov kev lag luam saum toj kawg nkaus ntawm lithium roj teeb thiab cov khoom siv anode, uas yog ze rau kev txhim kho ntawm lithium roj teeb thiab cathode khoom lag luam. Daim ntawv thov teb ntawm lithium roj teeb feem ntau suav nrog lub zog roj teeb, cov neeg siv khoom siv roj teeb thiab lub zog cia roj teeb. Xyoo 2021, cov roj teeb hluav taws xob yuav suav txog 68%, cov neeg siv khoom siv roj teeb rau 22%, thiab lub zog cia roj teeb rau 10% ntawm Tuam Tshoj cov khoom siv roj teeb lithium ion.
Lub roj teeb fais fab yog lub hauv paus tseem ceeb ntawm lub zog tshiab tsheb. Nyob rau hauv xyoo tas los no, nrog rau kev siv ntawm "carbon ncov, carbon nruab nrab" txoj cai, Tuam Tshoj txoj kev lag luam tshiab lub zog tsheb coj mus rau hauv lub sijhawm tshiab keeb kwm. Hauv 2021, lub ntiaj teb tshiab-lub zog tsheb muag tau mus txog 6.5 lab, thiab lub zog roj teeb xa mus txog 317GWh, nce 100.63% xyoo rau xyoo. Tuam Tshoj tus tshiab-lub zog tsheb muag tau mus txog 3.52 lab units, thiab lub zog roj teeb xa mus txog 226GWh, nce 182.50 feem pua ntawm xyoo. Nws cia siab tias lub ntiaj teb fais fab roj teeb xa khoom yuav ncav cuag 1,550GWh hauv 2025 thiab 3,000GWh hauv 2030. Suav lag luam yuav tuav nws txoj haujlwm ua lag luam roj teeb loj tshaj plaws hauv ntiaj teb nrog kev lag luam ruaj khov ntawm ntau dua 50%.
Post lub sij hawm: Dec-21-2022