Tsav los ntawm Tuam Tshoj lub hom phiaj "ob chav carbon" (carbon peaking thiab carbon neutrality), cov cai ib puag ncig tau muaj kev cuam tshuam loj heev rau kev lag luam graphite electrode, feem ntau yog qhia txog plaub yam: kev txhim kho kev lag luam, kev hloov kho qauv kev ua lag luam, kev tsim kho tshiab hauv kev siv tshuab, thiab kev sib tw thoob ntiaj teb. Kev tshuaj xyuas ntxaws ntxaws yog raws li nram no:
1. Kev Txhim Kho Kev Lag Luam: Tshem Tawm Lub Peev Xwm Qub Thiab Txhawb Kev Tswj Xyuas Kev Lag Luam Hauv Nruab Nrab
Kev tsa cov kev txwv ib puag ncig
Cov cai tau yuam kom cov tuam txhab lag luam hloov kho cov thev naus laus zis ntau lawm los ntawm kev ntsuas xws li kev tswj hwm kev khawb av tsis raug cai thiab tshem tawm cov peev xwm qub. Piv txwv li, cov lag luam me me uas siv hluav taws xob ntau thiab muaj kuab paug tau raug yuam kom kaw vim lawv tsis muaj peev xwm ua tau raws li cov qauv ib puag ncig, thaum cov tuam txhab ua lag luam nrog cov txheej txheem tsim khoom zoo rau ib puag ncig thiab cov peev xwm tsim khoom siab (piv txwv li, Fangda Carbon) tau nthuav dav lawv cov feem ntawm kev ua lag luam. Los ntawm xyoo 2025, kev tsom mus rau kev lag luam kwv yees tias yuav tshaj 60%, txhawb nqa tus qauv kev txhim kho loj thiab hnyav.
Kev Hloov Pauv Ntsuab Sai Dua
Cov lag luam yuav tsum tsim kom muaj ib lub kaw lus kaw ntawm "kev tsim khoom-rov qab-rov ua dua tshiab." Piv txwv li, cov nqi rov qab los ntawm cov hmoov av graphite yuav ncav cuag 99.9%, thiab cov thev naus laus zis tsim hluav taws xob los ntawm cua sov pov tseg yuav rov ua dua 35% ntawm kev siv hluav taws xob kom ua raws li cov qauv ib puag ncig thoob ntiaj teb xws li EU cov se carbon ciam teb. Cov cai kuj siv cov txheej txheem xws li cov se ib puag ncig thiab kev lag luam carbon emissions los tsav kev hloov pauv ntawm "scale-speed" mus rau "zoo-efficiency" kev loj hlob.
2. Kev Kho Kom Zoo Dua Qhov Kev Lag Luam: Kev Txhim Kho Qhov Xav Tau thiab Kev Txhim Kho Qhov Khoom Siv
Kev Xav Tau Ntau Ntxiv ntawm Lub Tshuab Hluav Taws Xob Hluav Taws Xob (EAF) Kev Tsim Hlau
Kev ua hlau EAF, ib qho txheej txheem luv luv nrog cov pa roj carbon emissions tsuas yog ib feem plaub ntawm cov los ntawm lub cub tawg hlau, yog qhov tseem ceeb rau kev ua tiav cov hom phiaj "ob chav carbon" ntawm kev lag luam hlau. Cov cai tswjfwm yuam kom nce qhov feem ntawm cov hlau tsim los ntawm EAF los ntawm 10% mus rau 15%-20% los ntawm xyoo 2025, ncaj qha ua rau muaj kev thov rau graphite electrodes. Ultra-high-power graphite electrodes, uas txo kev siv hluav taws xob ib tuj ntawm cov hlau, tau dhau los ua lub hauv paus tseem ceeb ntawm kev ua lag luam, tsav cov qauv khoom mus rau qhov muaj peev xwm siab dua.
Kev nthuav dav mus rau hauv Cov Kev Lag Luam Tshiab
Cov ntawv thov graphite electrode tau nthuav dav dhau ntawm cov kev lag luam metallurgy thiab tshuaj lom neeg ib txwm muaj mus rau cov lag luam siab xws li lub zog tshiab (piv txwv li, roj teeb graphene) thiab kev tsim khoom semiconductor. Piv txwv li, thev naus laus zis graphene txhim kho qhov hluav taws xob conductivity thiab cov khoom siv kho tshuab, thaum 3D luam ntawv ua rau muaj kev tswj hwm meej ntawm cov qauv me me kom ua tau raws li cov kev xav tau ntawm daim ntawv thov nyuaj.
3. Kev Tsim Kho Tshiab Txog Kev Siv Tshuab: Kov Yeej Qhov Tsis Zoo Thiab Txhim Kho Kev Sib Tw Thoob Ntiaj Teb
Kev Taw Qhia Txog Cov Khoom Tseem Ceeb
Cov hluav taws xob graphite zoo tshaj plaws vam khom cov coke koob uas xa tuaj los ntawm txawv teb chaws (nrog rau tus nqi hauv zos hauv qab 50%). Kev txhawb nqa txoj cai rau R&D tau txhawb nqa kev tshawb fawb thiab kev txhim kho thev naus laus zis, nrog rau cov tuam txhab lag luam nce kev nqis peev los txhim kho qhov zoo ntawm cov coke koob uas tsim hauv tebchaws thiab ua tiav qhov zoo dua tus nqi, txo kev vam khom rau kev xa khoom tuaj.
Kev Txhim Kho Ntse thiab Digital
Cov thev naus laus zis digital twin ua rau muaj kev sim ua kom pom tseeb ntawm cov txheej txheem, ua tiav qhov tseeb ntau dua 90% hauv kev kwv yees qhov tsis zoo ntawm kev ua haujlwm. Cov txheej txheem hloov kho tau, nruab nrog cov sensors emission acoustic, saib xyuas cov xwm txheej txiav hauv lub sijhawm tiag tiag, nrog rau qhov yuam kev them rov qab mus txog 0.1μm. Cov kev tsim kho tshiab no tau ua rau cov voj voog ua tiav luv dua 20% thiab tsa cov nqi tsim khoom siab dua 98%, ua rau muaj kev ua haujlwm zoo dua.
4. Kev Sib Tw Thoob Ntiaj Teb Zoo Dua: Kev Tswj Xyuas Kev Lag Luam thiab Kev Nthuav Dav Kev Lag Luam Thoob Ntiaj Teb
Kev Rov Qab Zoo thiab Kev Ua Lag Luam Txawv Tebchaws
Txawm hais tias muaj peev xwm poob qis 10% -15% ntawm kev xa khoom mus rau Tebchaws Europe thiab Tebchaws Meskas vim yog kev tshawb nrhiav tiv thaiv kev pov tseg hauv xyoo 2025, cov tuam txhab lag luam tab tom txo qis kev pheej hmoo los ntawm kev nthuav dav mus rau cov lag luam tshiab xws li Southeast Asia thiab Middle East thiab tsim cov hauv paus tsim khoom hauv zos. Kev koom tes hauv kev teeb tsa tus qauv thoob ntiaj teb (piv txwv li, ISO graphite electrode kuaj cov qauv) kuj tau txhawb nqa kev cuam tshuam thev naus laus zis thiab lub koob npe thoob ntiaj teb.
Lub Tsev Lag Luam Ntsuab
Muaj ib txhia tuam txhab tau tsim cov hom graphite electrode uas muaj cov pa roj carbon tsawg los ua kom tau raws li qhov xav tau thoob ntiaj teb rau cov khoom lag luam uas tsis ua rau ib puag ncig puas tsuaj. Piv txwv li, kev tshaj tawm cov ntawv qhia ESG thiab kev koom nrog kev lag luam carbon tau ua rau muaj kev lees paub thoob ntiaj teb, muab cov tsav tsheb tshiab rau kev loj hlob rau kev xa khoom.
Xaus Lus: Kev Sib Npaug ntawm Cov Kev Cov Nyom thiab Cov Caij Nyoog, Txav Mus Rau Kev Txhim Kho Zoo thiab Ntsuab
Txawm hais tias cov cai ib puag ncig tau tsav kev txhim kho kev lag luam, lawv kuj tau coj cov teeb meem xws li cov nqi khoom siv raw nce siab thiab kev nqis peev ib puag ncig nce ntxiv. Txawm li cas los xij, kev siv dav dav ntawm EAF steelmaking, kev nthuav dav ntawm kev lag luam zog tshiab, thiab kev xav tau kev ua haujlwm meej hauv kev tsim khoom semiconductor tau tsim lub sijhawm ua lag luam trillion-yuan. Yav tom ntej, cov tuam txhab ua lag luam nrog cov khoom siv thev naus laus zis thiab cov saw hlau sib koom ua ke yuav tswj hwm kev ua lag luam, thaum kev koom tes hla kev lag luam (piv txwv li, kev sib koom tes R&D ntawm cov roj teeb graphene thiab electrodes) yuav tshwm sim ua qhov tseem ceeb rau kev kov yeej kev loj hlob bottlenecks. Cov teebmeem synergistic ntawm kev taw qhia txoj cai, kev tsim kho tshiab thev naus laus zis, thiab kev xav tau kev ua lag luam tab tom hloov kho lub ntiaj teb graphite electrode kev lag luam ecosystem.
Lub sijhawm tshaj tawm: Lub Yim Hli-13-2025