[Inaliti yeCoke] Ukubonelela kunye nohlalutyo lwemfuno kunye neempawu zophuhliso lwenaliti ye-coke e-China
I. China inaliti coke umthamo market
Ngo-2016, umthamo wehlabathi wemveliso ye-naliti ye-coke wawuyi-1.07 yezigidi zeetoni / ngonyaka, kwaye amandla e-China okuvelisa i-coke yenaliti yayiyi-350,000 yeetoni / ngonyaka, ibalwa kwi-32.71% yomthamo wemveliso yehlabathi. Ngo-2021, amandla okuvelisa i-coke yenaliti anyuke afikelela kwi-3.36 yezigidi zeetoni/ngonyaka, phakathi kwawo amandla emveliso ye-Chinaliti ye-coke yayizi-2.29 zezigidi zeetoni/ngonyaka, kubalelwa kwi-68.15% yomthamo wemveliso yehlabathi. Amashishini emveliso ye-naliti ye-coke yase-China yanda ukuya kuma-22. Umthamo wemveliso ye-coke yasekhaya yeenaliti zasekhaya zanda ngama-554.29% xa kuthelekiswa no-2016, ngelixa amandla okuvelisa i-coke yenaliti yangaphandle yayizinzile. Ngo-2022, amandla emveliso ye-coke ye-naliti yaseTshayina yanda ukuya kwi-2.72 yezigidi zeetoni, ukunyuka malunga namaxesha angama-7.7, kwaye inani labavelisi be-coke yeenaliti yaseTshayina liye landa laya kutsho kuma-27, libonisa uphuhliso olukhulu lweshishini, kunye nokuthatha imbono yehlabathi, umlinganiselo we-coke ye-coke ye-China kwimarike yamazwe ngamazwe uye wanda unyaka nonyaka.
1. Umthamo wokuvelisa i-oyile ye-coke yenaliti
Umthamo wemveliso ye-oyile-series inaliti ye-coke yaqala ukukhula ngokukhawuleza ukusuka kwi-2019. Ukususela kwi-2017 ukuya kwi-2019, imarike ye-oyile-series ye-oil coke yayilawulwa ngamanyathelo amalahle, ngelixa ukuphuhliswa kwe-oil-series inaliti ye-coke yayicotha. Uninzi lwamashishini asele ekhona abekwe kwimveliso emva kwe-2018, kunye nomthamo wemveliso ye-oyile-series inaliti ye-coke e-China yafikelela kwi-1.59 yezigidi zeetoni ngo-2022. Imveliso iqhubekile ikhula unyaka nonyaka. Ngo-2019, imakethi esezantsi yegraphite electrode yajika kabukhali yaya ezantsi, kwaye imfuno yenaliti ye-coke yayibuthathaka. Ngo-2022, ngenxa yempembelelo yobhubhani we-COVID-19 kunye neeOlimpiki zaseBusika kunye neminye iminyhadala yoluntu, imfuno iye yaba buthathaka, ngelixa iindleko ziphezulu, amashishini awakhuthazi kangako ukuvelisa, kwaye ukukhula kwemveliso kuhamba kancinci.
2. Umthamo wokuvelisa umlinganiselo wamalahle inaliti coke
Umthamo wemveliso yomlinganiselo wamalahle wenaliti yecoke nawo uqhubeka ukhula unyaka nonyaka, ukusuka kwi-350,000 yeetoni ngo-2017 ukuya kwi-1.2 yezigidi zeetoni ngo-2022. Ukususela ngo-2020, isabelo semarike somlinganiselo wamalahle siyancipha, kwaye uchungechunge lwe-oyile yenaliti i-coke iba yeyona nto iphambili kwi-coke yenaliti. Ngokubhekiselele kwimveliso, igcine ukukhula ukusuka kwi-2017 ukuya kwi-2019. Ukususela kwi-2020, kwelinye icala, ixabiso laliphezulu kwaye inzuzo yaguqulwa. Ngakolunye uhlangothi, imfuno ye-graphite electrode yayingekho kakuhle.
Ⅱ. Uhlalutyo lwemfuno yenaliti Coke e China
1. Uhlalutyo lwemarike yezinto ze-lithium anode
Ukusuka kwimveliso yemathiriyeli engalunganga, imveliso yonyaka yezinto ezingalunganga zase China zonyuke ngokuthe chu ukusuka ku-2017 ukuya ku-2019. Ngo-2020, ichatshazelwa kukukhula okuqhubekayo kwemarike yesiphelo sendlela esezantsi, isiqalo sonke sebhetri yamandla siqala ukuphakama, imfuno yentengiso yonyuka kakhulu, kwaye iiodolo zamashishini e-electrode engalunganga yonyuka, kwaye isiqalo sonke seshishini siqhubeka sinyuka ngokukhawuleza. Ngo-2021-2022, imveliso ye-lithium cathode yase-China ibonise ukukhula okugqabhukileyo, ixhamla kuphuculo oluqhubekayo lwemozulu yoshishino lwamashishini asezantsi, uphuhliso olukhawulezayo lwemarike yemoto yamandla amatsha, ukugcinwa kwamandla, ukusetyenziswa, amandla amancinci kunye nezinye iimarike nazo zibonise ukukhula okungafaniyo, kunye noshishino oluqhelekileyo lwe-cathode yezinto eziphathekayo zigcinwe imveliso epheleleyo. Kuqikelelwa ukuba ukuveliswa kwezinto ezingalunganga ze-electrode kulindeleke ukuba kudlule iitoni ze-1.1 yezigidi ngo-2022, kwaye imveliso ikwimeko yokunqongophala, kwaye ithemba lesicelo sezinto ezimbi ze-electrode zibanzi.
Inaliti ye-coke yimboni enyukayo yebhetri ye-lithium kunye nezinto ze-anode, ezihambelana ngokusondeleyo nokuphuhliswa kwebhetri ye-lithium kunye ne-cathode material market. Iinkalo zokusetyenziswa kwebhetri ye-lithium ikakhulu ziquka ibhetri yamandla, ibhetri yabathengi kunye nebhetri yokugcina amandla. Ngo-2021, iibhetri zamandla ziya kubalelwa kwi-68%, iibhetri zabathengi kwi-22%, kunye neebhetri zokugcina amandla kwi-10% yesakhiwo semveliso yebhetri ye-lithium ion yaseChina.
Ibhetri yamandla yeyona nto iphambili yezithuthi zamandla amatsha. Kwiminyaka yakutshanje, ngokuphunyezwa komgaqo-nkqubo othi "incopho yekhabhoni, ukungathathi hlangothi kwekhabhoni", ishishini elitsha leenqwelo zamandla eTshayina lingenise ithuba elitsha lembali. Ngo-2021, ukuthengiswa kwezithuthi zamandla amatsha kwihlabathi jikelele kwafikelela kwi-6.5 yezigidi, kwaye ukuthunyelwa kwebhetri yamandla kwafikelela kwi-317GWh, ukunyuka kwe-100.63% ngonyaka. Ukuthengiswa kwezithuthi zamandla amatsha eTshayina kufikelele kwi-3.52 yezigidi zeeyunithi, kwaye ukuhanjiswa kwebhetri yamandla kwafikelela kwi-226GWh, ukunyuka kwe-182.50 yeepesenti ngonyaka. Kulindeleke ukuba ukuthunyelwa kwebhetri yamandla ehlabathi kuya kufikelela kwi-1,550GWh kwi-2025 kunye ne-3,000GWh ngo-2030. Imarike yaseTshayina iya kugcina isikhundla sayo njengeyona marike inkulu yebhetri yamandla kwihlabathi kunye nesabelo semarike esizinzile ngaphezu kwe-50%.
Ixesha lokuposa: Dec-21-2022