Nyob rau hauv lub ntsiab lus ntawm qhov kev thov nce siab, kev ua lag luam koob coke tag nrho yuav tswj hwm qhov kev nce siab hauv xyoo 2021, thiab qhov ntim thiab tus nqi ntawm koob coke yuav ua tau zoo. Saib ntawm tus nqi ua lag luam koob coke hauv xyoo 2021, muaj qee qhov kev nce ntxiv piv rau xyoo 2020. Tus nqi nruab nrab ntawm cov thee hauv tsev yog 8600 yuan / ton, tus nqi nruab nrab ntawm cov thee roj yog 9500 yuan / ton, thiab tus nqi nruab nrab ntawm cov thee los ntawm txawv teb chaws yog US $ 1,275 / ton. Tus nqi nruab nrab yog US $ 1,400 / ton.
Kev nce nqi thoob ntiaj teb ntawm kev lag luam los ntawm tus kab mob sib kis tau ua rau cov nqi khoom lag luam nce siab heev, thiab Tuam Tshoj cov hlau tsim khoom thiab cov nqi tau mus txog cov ntaub ntawv siab tshaj plaws. Hauv ib nrab xyoo thawj zaug ntawm lub xyoo no, Tuam Tshoj cov hlau hluav taws xob tsim tau txog 62.78 lab tons, nce 32.84% txhua xyoo. Cov khoom tsim tawm txhua xyoo yuav tsum mus txog 120 lab lub cim. Nyob rau hauv qhov kev cuam tshuam ntawm qhov no, Tuam Tshoj cov khoom lag luam graphite electrode tau qhia txog kev rov zoo sai hauv ib nrab xyoo thawj zaug ntawm xyoo 2021, nrog rau tus nqi nruab nrab nce ze li ntawm 40% txij thaum pib ntawm lub xyoo. Kev nce ntawm kev thov ua lag luam los ntawm kev ruaj khov ntawm cov kab mob sib kis txawv teb chaws, thiab qhov siab tshaj plaws ntawm carbon hauv xyoo 2021. Raws li lub hom phiaj, hlau, ua ib qho kev lag luam siv zog ntau, tab tom ntsib kev nyuaj siab rau kev hloov pauv. Los ntawm qhov kev xav tam sim no, hlau hluav taws xob hauv Tebchaws Europe, Tebchaws Meskas, Is Nrias teb thiab lwm lub tebchaws suav txog li 60%, thiab lwm lub tebchaws Esxias suav txog 20-30%. Hauv Suav teb, tsuas yog 10.4%, uas yog qhov tsawg heev. Pom tau tias Tuam Tshoj txoj kev tsim cov hlau ua los ntawm lub cub hluav taws xob muaj chaw loj rau kev loj hlob yav tom ntej, thiab cov no yuav muab kev txhawb nqa zoo rau qhov kev thov rau cov electrodes graphite loj heev. Tuam Tshoj cov zis graphite electrode xav tias yuav muaj nyob rau xyoo 2021. Nws yuav tshaj 1.1 lab tons, thiab qhov kev thov rau koob coke yuav suav txog 52%.
Nyob rau hauv lub ntsiab lus ntawm kev nce sai ntawm kev lag luam thoob ntiaj teb ntawm cov tsheb fais fab tshiab, kev thov hauv tsev thiab txawv teb chaws tau rov qab los. Xyoo 2021, qhov ntim thiab tus nqi ntawm cov khoom siv roj teeb lithium anode yuav nce ntxiv ntawm qhov kev loj hlob tseem ceeb. Txawm tias muaj kev sib xyaw ua ke ntawm kev tswj hwm ob qho tib si ntawm kev siv hluav taws xob thiab kev tiv thaiv ib puag ncig hauv Inner Mongolia, thiab tsuas yog 70% ntawm lub peev xwm tsim khoom hauv thaj chaw tsim khoom tseem ceeb ntawm anode graphitization tau tso tawm, cov khoom siv anode hauv tsev tseem nce ntxiv 143% xyoo-rau-xyoo hauv thawj ib nrab ntawm lub xyoo no. Nws tau kwv yees tias cov khoom tsim tawm txhua xyoo ntawm anode hauv xyoo 2021 yuav ncav cuag li 750,000 tons, thiab qhov kev thov rau koob coke yuav suav rau 48%. Qhov kev thov rau koob coke rau cov khoom siv electrode tsis zoo txuas ntxiv qhia txog kev loj hlob tseem ceeb.
Nrog rau kev nce ntxiv ntawm kev thov, lub peev xwm tsim ntawm cov tshuaj coke koob hauv kev lag luam Suav teb kuj loj heev. Raws li cov ntaub ntawv ntawm Xin Li Information, tag nrho cov peev xwm tsim khoom ntawm cov tshuaj coke koob hauv Suav teb yuav ncav cuag 2.18 lab tons hauv xyoo 2021, suav nrog 1.29 lab tons ntawm cov peev xwm tsim khoom siv roj thiab 890,000 lub peev xwm tsim khoom siv thee. Ton. Tuam Tshoj txoj kev muab cov tshuaj coke koob sai sai yuav cuam tshuam li cas rau Tuam Tshoj txoj kev lag luam tshuaj coke koob thiab tus qauv tam sim no ntawm kev muab cov tshuaj coke koob thoob ntiaj teb? Tus nqi ntawm cov tshuaj coke koob hauv xyoo 2022 yog dab tsi?
Lub sijhawm tshaj tawm: Kaum Ib Hlis-17-2021