Lub lim tiam no, cov khoom lag luam raw khoom hloov pauv, tus nqi qis qis roj av coke pom qhov kev poob qis, tus nqi tam sim no yog 6050-6700 yuan / ton, cov roj thoob ntiaj teb tus nqi hloov pauv downward, kev ua lag luam wath-thiab-pom siab nce, cuam tshuam. los ntawm kev sib kis, qee qhov kev lag luam logistics thiab kev thauj mus los tsis zoo, kev xa khoom tsis zoo, yuav tsum txo tus nqi cia; Tus nqi ntawm koob coke tau ruaj khov ib ntus, tus nqi ntawm cov thee asphalt txuas ntxiv nce, tus nqi ntawm cov tuam txhab ntsuas kev lag luam tau hloov pauv tiag tiag, thiab tsis muaj haujlwm tshiab tau pib rau lub sijhawm. Tus nqi ntawm cov roj uas tsis muaj sulfur slurry tau txo qis, thiab cov nqi siab ntawm cov tuam txhab lag luam roj tau txo qis. Tsawg leej faj coke tus nqi pheej poob qis cuam tshuam rau kev yuav khoom ntawm kev lag luam tsis zoo, tsis ncaj qha nce qhov nyuaj ntawm rab koob coke tus nqi kom thawb, koob coke ua lag luam tuav lub sijhawm tos-thiab-saib mus ob peb vas.
Cov khoom lag luam tsis zoo electrode yog qhov ruaj khov, qhov kev thov ntawm cov lag luam roj teeb qis qis tsis siab, thiab lub hom phiaj ntawm kev tshem tawm cov khoom muaj zog. Tam sim no, feem ntau ntawm lawv tsuas yog yuav tsum tau yuav, khaws cia ceev faj, thiab tus nqi muaj zog. Superposition raw khoom kawg ntawm tus nqi qis sulfur coke poob, kev ua lag luam "yuav nce tsis txhob yuav" lub siab nyob rau hauv txoj hauj lwm tseem ceeb, downstream procurement slowed down, qhov tseeb muas yog ceev faj.
Lub lim tiam no, tus nqi ntawm cov khoom siv dag zog graphite anode poob, tus nqi ntawm cov khoom nruab nrab poob 2750 yuan / tuj, tus nqi lag luam tam sim no yog 50500 yuan / tuj. Tus nqi ntawm cov ntaub ntawv raw tseem poob qis, thiab tus nqi ua haujlwm graphitization kuj tau poob qis, uas tsis tuaj yeem muab tus nqi txhawb rau cov khoom siv graphite anode. Txawm hais tias nws tau kawg ntawm lub xyoo, cov lag luam tsis zoo electrode tsis tau nce cov khoom muag raws li xyoo dhau los, feem ntau vim tias qee lub tuam txhab tau khaws cov khoom ntau dua thaum ntxov, thiab cov khoom muag kom muaj nuj nqis yog OK. Tam sim no, kev xav ntawm kev mus rau lub tsev khaws khoom yog qhov tseem ceeb, thiab cov khoom siv tau ceev faj. Vim tias qhov nthuav dav ntawm cov khoom siv anode muaj peev xwm nyob rau theem pib, yuav muaj kev tso tawm ntau xyoo tom ntej. Nyob ze rau thaum xaus ntawm lub xyoo, kev lag luam tsis zoo tau pib sib tw rau cov kev txiav txim mus sij hawm ntev ntawm lub xyoo tom ntej, thiab qee lub tuam txhab xaiv los sib tw rau cov xaj ntawm tus nqi qis kom ntseeg tau tias cov txiaj ntsig ntawm xyoo tom ntej.
Kev lag luam graphitization
Cov nqi tau nkag mus rau theem qis
Raws li cov ntaub ntawv, txij li lub quarter thib peb, vim qhov kev tso tawm ntawm lub peev xwm ntau lawm, tus nqi graphitization tau nkag mus rau theem qis. Tam sim no, tus nqi nruab nrab ntawm qhov tsis zoo graphitization yog 19,000 yuan / ton, uas yog 32% qis dua tus nqi hauv thawj ib nrab ntawm lub xyoo no.
Tsis zoo graphitization yog txheej txheem tseem ceeb hauv kev ua cov khoom siv graphite, thiab nws cov peev xwm tsim tau zoo cuam tshuam rau cov khoom siv hluav taws xob tiag tiag. Raws li graphitization yog qhov txuas ntawm kev siv hluav taws xob siab, lub peev xwm ntau lawm feem ntau faib rau hauv Inner Mongolia, Sichuan thiab lwm qhov chaw uas tus nqi hluav taws xob kuj pheej yig. Nyob rau hauv 2021, vim lub teb chaws dual tswj thiab lub hwj chim txwv txoj cai, lub peev xwm ntawm vaj tse ntawm lub ntsiab graphitization tsim cheeb tsam xws li Inner Mongolia yuav puas, thiab cov khoom loj hlob tus nqi yog tsawg dua li cov downstream thov. Ua rau graphitization muab qhov sib txawv loj, graphitization ua cov nqi nce.
Raws li kev sojntsuam, tus nqi graphitization tau txuas ntxiv rov qab-rov qab txij li lub quarter thib peb, feem ntau vim tias graphitization tau nkag mus rau lub sijhawm ntawm kev tsim cov peev txheej tsim tawm txij li ib nrab xyoo 2022, thiab qhov sib txawv ntawm graphitization tau maj mam nqaim.
Kev npaj graphitization muaj peev xwm yuav tsum ncav cuag 1.46 lab tons hauv 2022 thiab 2.31 lab tons hauv 2023.
Lub peev xwm txhua xyoo ntawm lub ntsiab graphitization tsim cov cheeb tsam los ntawm 2022 txog 2023 yog npaj raws li hauv qab no:
Inner Mongolia: Lub peev xwm tshiab yuav muab tso rau hauv 2022. Kev ua tau zoo graphitization muaj peev xwm yuav tsum yog 450,000 tons hauv 2022 thiab 700,000 tons hauv 2023.
Sichuan: Lub peev xwm tshiab yuav muab tso rau hauv kev tsim khoom hauv 2022-2023. Ua tau zoo graphitization muaj peev xwm yuav tsum yog 140,000 tons hauv 2022 thiab 330,000 tons hauv 2023.
Guizhou: Lub peev xwm tshiab yuav muab tso rau hauv kev tsim khoom thaum xyoo 2022-2023. Ua tau zoo graphitization muaj peev xwm yuav tsum yog 180,000 tons hauv 2022 thiab 280,000 tons hauv 2023.
Los ntawm cov txheeb cais tam sim no ntawm qhov project, yav tom ntej nce ntawm qhov tsis zoo electrode muaj peev xwm feem ntau yog kev sib xyaw ua ke ntawm graphite, feem ntau yog concentrated hauv Sichuan, Yunnan, Inner Mongolia thiab lwm qhov chaw.
Nws cia siab tias graphitization tau nkag mus rau lub sijhawm tsim tawm lub peev xwm hauv 2022-2023. Nws cia siab tias qhov kev tsim cov graphite dag yuav tsis txwv rau yav tom ntej, thiab tus nqi yuav rov qab mus rau qhov tsim nyog.
Post lub sij hawm: Dec-05-2022