Abstract
1. Umbono jikelele
Graphitization: ukukhupha umthamo phakathi kulo nyaka uzayo
Iimathiriyeli ekrwada: iminyaka emibini ezayo kulindeleke ukuba ibe nokuguquguquka okuphezulu
2. Umahluko kunye nokusetyenziswa kwe-coke yenaliti yamalahle kunye ne-oyile yenaliti ye-coke:
Izinto eziluhlaza ezahlukeneyo: i-oyile-esekelwe kwi-oyile slurry, amalahle-esekelwe kwi-asphalt yamalahle.
Izicelo ezahlukeneyo: inaliti yeoli ye-oyile, inaliti yamalahle icoke coke esetyenziselwa (i-ultra) i-electrode yamandla aphezulu; Inaliti ye-oyile icoke ekrwada kwaye iphekwe icoke ye-electrode engalunganga.
Umkhombandlela wophuhliso: Uthotho lwamalahle lunokuphuhla kwixesha elizayo.
3. Unikezelo kunye nomzekelo wemfuno ye-petroleum coke: izikhokelo ezintathu zesicelo se-electrode esezantsi + i-anode ebhakiweyo ngaphambili + i-electrode embi zonke zinyuka, ngelixa icala lokubonelela linganyusi imveliso okanye linciphise ubuninzi, okukhokelela kumaxabiso aphezulu kunye neemveliso ezithunyelwa ngaphandle zingenako ukuhlangabezana neemfuno.
4. Ukwandiswa kwesityalo se-Anode phezulu: I-Zhongke Electric kunye ne-Anqing Petrochemical isayine intsebenziswano yeqhinga, kodwa akukho nxaxheba yangempela yokulingana okanye utyalo-mali.
5. Umlinganiselo we-coke ongalunganga: i-high-end kunye ne-coke yenaliti ecocekileyo, exutywe kwinqanaba eliphakathi, eliphantsi kunye ne-coke ye-petroleum ecocekileyo. Inaliti coke 30-40%, petroleum coke 60-70%. Itoni ye-electrode engalunganga ene-petroleum coke ecocekileyo 1.6-1.7 iitoni.
6. I-graphitization eqhubekayo: inkqubela yangoku ayifanelekanga, ifana ne-diaphragm industry, kodwa iphinde ithembele kwisixhobo sokuphila, ukuphumelela kwexesha elizayo kunokunciphisa ukusetyenziswa kwamandla kunye neentsuku zokuthunyelwa.
Q&A
1. Unikezelo kunye nemfuno kunye nexabiso
Q: Ubonelelo kunye nepateni yemfuno kunye nokunqongophala kwexabiso le-coke yesulfure ephantsi?
A: I-1 yezigidi zeetoni ze-coke ephantsi-sulfure ziya kuthunyelwa kulo nyaka, zibalwa kwi-60%. Ngesivuno se-60%, i-60/0.6=1 yezigidi zeetoni ze-coke ephantsi-sulphur iya kuba yimfuno. Imfuno idlula unikezelo, ekhokelela ekunyukeni kwamaxabiso, kwaye ixabiso lingaphezulu kwe-8000 yeyuan
Q: Unikezelo lonyaka ozayo kunye nepateni yemfuno, imeko yexabiso?
A: I-coke yesulfure ephantsi (i-petroleum coke eqhelekileyo) inezicelo ezintathu: i-electrode, i-anode ephekiweyo kunye ne-electrode embi. Bobathathu bayakhula. Icala lokubonelela alizange landise okanye linciphise imveliso, ekhokelela kumaxabiso aphezulu
Q: Amashishini e-coke e-Q2 anokunyusa amaxabiso, kukho ukuhanjiswa okuhla
A: I-Ningde Times kunye ne-BYD abayi kuthatha uxanduva olupheleleyo, kodwa baya kuthatha inxaxheba kuyo. Umzi-mveliso we-cathode uya kuthatha inxalenye yawo. Umzi-mveliso webhetri wesibini unokuwuqhuba. Jonga inzuzo enetha ngetoni nganye, idityaniswe ne-graphitization ratio, ixabiso le-coke alibonakali kangako
Umbuzo: Yintoni i-amplitude ye-Q2 yezinto ezingalunganga kumyinge?
A: Incinci ngokwentelekiso, i-10%, i-graphitization engatshintshiyo, i-Q1 icoke yesulfure ephantsi malunga ne-5000 yuan, i-Q2 i-avareji ye-8000 yuan,
Q: Ubonelelo kunye nemfuno yembonakalo yokusetyenziswa kwepetroleum coke
A: (1) Imfuno yasekhaya idlula unikezelo: ukukhula kwesibonda esibi yeyona nto ikhawulezayo, i-40% + ukukhula kwe-petroleum coke, i-petroleum coke kule minyaka mibini izayo ixhaphake kakhulu, kuba i-petrochina yasekhaya, ukwanda kwemveliso yeSinopec kuncinci, imveliso yasekhaya yeetoni ezizigidi ezingama-30 Ngonyaka, i-12% iphantsi kwe-coke yesulfure, ayikwazi ukuhlangabezana nemfuno yasekhaya.
(2) I-Supplement supplement: Siza kungenisa kwakhona i-coke evela e-Indonesia, e-Romania, eRashiya naseIndiya. Kuvavanyo, inkqubela ihamba kancinci, enokuthi ingakwazi ukuhlangabezana nemfuno yokwenza i-electrode engalunganga
(3) Isigwebo sexabiso: indawo ephantsi yonyaka ophelileyo yayingoMatshi, kwaye i-petroleum coke yayiyi-3000 yuan / ton. Ithuba lokubuyela kweli xabiso lincinci
(4) Isalathiso sexesha elizayo: kunye nemfuno ekhulayo yezithuthi zombane, i-oyile encinci kunye nencinci isetyenzisiweyo i-coke, kunye nochungechunge lwamalahle luyindlela enokwenzeka.
Q: Ubonelelo lwecoke oluphakathi kunye nepateni yemfuno?
A: I-coke yesulphur ephakathi nayo iqinile, umzekelo, i-1 yezigidi zeetoni ze-anode, i-10% ilahleko ye-graphitization, i-1.1 yeetoni ze-graphitization, i-1 toni ye-graphitization idinga iitoni ezi-3 ze-coke yesulfure ephakathi, idinga i-3.3 yezigidi zeetoni ze-coke yesulfure ephakathi ukuxhasa inkxaso
Umbuzo: Ngaba kukho izityalo ezingalunganga ezibonelela nge-petroleum coke phezulu?
A: I-Zhongke Electric isayine Intsebenziswano yeqhinga kunye ne-Anqing Petrochemical. Andizange ndive ngenxaxheba ye-equity yokwenene okanye utyalo-mali
Q: Uthini umahluko wexabiso phakathi kweefektri ezincinci kunye neefektri ezinkulu ezifana neShanshan neKaijin?
A 
I-1) imboni engalunganga ayinakubala nje umahluko wexabiso. Kukho kuphela imveliso enye okanye ezimbini eziqhelekileyo kushishino olubi, uninzi lwazo zimveliso zomntu.
(2) Iifektri ezincinci azinanzuzo kwiimveliso eziqhelekileyo, ngoko kufuneka zithobe amaxabiso ukuze zihlangabezane nemarike. Ukuba iifektri ezincinci ziqokelele itekhnoloji kwaye zifunde iimveliso ezikumgangatho ophezulu kunye neemveliso zomntu, zinokwenza inzuzo. Ukuba iifektri ezinkulu azenzi iimveliso zomntu, zinokwenza kuphela iimveliso eziqhelekileyo.
2, ulwahlulo lwepetroleum coke kunye nokusetyenziswa
Q: Zeziphi iimfuneko ze-coke yemathiriyeli ephezulu yeepali ezahlukeneyo ezingalunganga?
A: (1) Ulwahlulo: kukho imithombo emine yecoke enenegative, icoke ephantsi yesulphur petroleum, inaliti ene-oyile, icoke yenaliti yamalahle, icoke ye-asphalt yamalahle.
(2) umlinganiselo: icoke yesulfure ephantsi ibalelwa kwi-60%, inaliti ye-coke 20-30%, enye i-asphalt coke yamalahle.
Umbuzo: Yintoni ukuhlelwa kwejiao?
A: Ikakhulu yohlulwe kwipetroleum kunye namalahle, ioyile inokwahlulwa ibe yipetroleum coke eqhelekileyo, inaliti coke; Amalahle anokwahlulwa abe yicoke eqhelekileyo, inaliti coke, asphalt coke
Q: Ingakanani i-petroleum coke esebenzisa itoni ye-electrode engalunganga
A: I-petroleum coke ecocekileyo, i-1 yahlulwe ngo-0.6-0.65, idinga iitoni eziyi-1.6-1.7
A: (1) izinto eziluhlaza ezahlukeneyo: (1) i-oyile, ukucocwa kweoli ukukhetha Umgangatho ophezulu wodaka, ukucutshungulwa okulula kwepetroleum coke, ukuba ngegesi kunye necoke yesulfure, inokutsalwa kwicoke yenaliti; ② Amanyathelo amalahle, ngokufanayo, khetha i-asphalt yamalahle aphezulu
(2) izicelo ezahlukeneyo: (1) inaliti ye-oyile, inaliti yamalahle icoke coke esetyenziselwa (super) i-electrode yamandla aphezulu; ② Inaliti ye-oyile i-coke eluhlaza, i-coke ephekiweyo ngenxa ye-negative, amalahle angaphantsi, kodwa kukho abavelisi abasebenzisa njengeZichen, Shanshan, Kaijin, emva kokuba amalahle anokunyusa isicelo, i-China lilizwe elivelisa amalahle.
Umbuzo: Inzuzo ye-coke yenaliti yamalahle
A: I-oyile-series inaliti ye-coke imalunga ne-2000-3000 ye-yuan ibiza kakhulu kune-coke ye-coke ye-coal-series. Coal-series inaliti coke inexabiso inzuzo
Umbuzo: Ithemba lokusetyenziswa kwexesha elizayo lecoke yepetroleum yesulphur ephakathi
A: I-electrode engalunganga isasetyenziselwa ukugcinwa kwamandla, kunye neemfuno zokugcina amandla aphantsi kunye namandla amancinci
Umbuzo: Ngaba kukho nawuphi na umahluko ekusebenzeni xa usetyenziswa kwi-electrode engalunganga
A: Umahluko wenaliti yokulinganisa ilahle awukho mkhulu, iZichen, iFir yaseTshayina iyasetyenziswa, umlinganiselo wamalahle oqhelekileyo we-asphalt coke unokusetyenziselwa ukugcina amandla.
Umbuzo: Ngaba kunzima ukwenza inaliti ye-coke kwi-petroleum coke?
A: I-oyile inaliti yokuvelisa i-coke ye-1.18 yezigidi zeetoni, inkqubo ayinzima kakhulu, ngokuzoba i-coke ibe yi-coke yenaliti, ngokukodwa khetha i-slurry engcono yokwenza, ingxaki yangoku kukuba amashishini angalunganga kunye notshintshiselwano lwe-coke ye-coke alukho kakhulu, ukuba Intsebenziswano eninzi, uphando olulandelayo kunye nophuhliso, intsebenziswano kufuneka yenziwe.
Umbuzo: Ngaba izixhobo ziya kuxutywa?
A: Iindlela ezintathu: icoke yepetroleum esulungekileyo, icoke yenaliti esulungekileyo, icoke yepetroleum + coke yenaliti. I-petroleum coke ecocekileyo inokusebenza kakuhle kwekinetic, i-graphitization elula, umthamo ophezulu kunye nokuxinana okuphezulu, kwaye ezi zimbini ziyahambelana. Isiphelo esiphezulu sisebenzisa i-coke yenaliti ecocekileyo, isiphelo esiphakathi sisebenzisa umxube, isiphelo esisezantsi sisebenzisa i-petroleum coke ecocekileyo.
Umbuzo: Yintoni umlinganiselo ohambelanayo
A: Inaliti coke 30-40%, petroleum coke 60-70%
3, i-carbon kunye ne-silicon anode
Umbuzo: Yintoni impembelelo yokuphuhliswa kwe-silicon carbon anode kwi-petroleum coke kunye nenaliti ye-coke?
A: (1) Umthamo: kunyaka odlulileyo, iitoni ze-3500 ze-silicon monomer, i-80% yevolumu ye-Beitre iyona inkulu, i-cylinder isetyenziswe ngakumbi, i-Panasonic, i-LG isetyenziswe i-silicon oksijini, i-Samsung isebenzise i-nano-silicon. I-Company C idinga imveliso eninzi ye-square shell, eye yalibaziseka. Imveliso ye-Q1 yonyaka ozayo iya kuba yi-10GWH, efuna malunga neetoni ze-1000 ngokwe-10% yokudibanisa.
(2) Iphakheji ethambileyo: ngenxa yokwandiswa kwe-silicon, kunzima ukuyifaka
(3) i-silicon: okanye ngendlela yokuxuba, i-Panasonic 4-5 amanqaku e-silicon oksijini, i-60% yendalo + 40% ye-graphite eyenziweyo (i-petroleum coke), inokuxutywa kunye nenaliti ye-coke, ngokukodwa ngokuhambelana nokusebenza kwemveliso.
Umbuzo: Ngaba i-silicon ekwi-carbon anode i-silicon ephezulu yokucoceka?
A: Enye yi-silicon oksijini kwaye enye yi-nano-silicon.
(1) i-silicon oksijini: i-silicon + i-silicon dioxide eshushu yokuxuba i-silica, i-silica ikuyo yonke indawo, iimfuno ze-silicon aziphezulu, thenga i-silicon yesinyithi eqhelekileyo, ixabiso le-17,000-18,000.
(2) i-nano-silicon: ukucoceka kwe-99.99% (4 9) okanye ngaphezulu, kwi-photovoltaic ngaphezu kweemfuno ze-electrode ezimbi, ukucoceka okungaphezulu kwe-6 9.
4. Izinto eziluncedo kunye nezingeloncedo zeSunstone
Q: Ngaba kukho nayiphi na inzuzo yokuba abarhwebi benze isibonda esibi, njengeSocom?
A I-1) i-suotong ithenga i-4 yezigidi zeetoni ze-petroleum coke Ngonyaka, kwaye yonke imboni ye-negative ifumana i-1 yezigidi zeetoni, eziphindwe ka-4. Inenzuzo yomthamo. Bambalwa abafowunelwa ngokuthe ngqo kunye ne-CNPC kunye ne-sinopec, ngokukodwa abarhwebi, kuba urhwebo luxoxwa ngakumbi
(2) umgangatho ixabiso ishishini: i-oyile coke ishishini ekuqaleni konyaka kwaye ekupheleni kwexabiso eliphezulu, ngenxa yokuba stock up, ngoMeyi nangoJuni, sulfur ephantsi, medium sulfur oyile coke yawa 10-15%, ngenxa inventory ngaphezulu, ngo-Oktobha waza waqala stock up, ixabiso liya kuvuka kwakhona.
Umbuzo: Ngaba abavelisi abangalunganga baya kuthenga i-petroleum coke ngokuthe ngqo? Iphi inzuzo kaSotone?
IMPENDULO: Uninzi lwazo lusathengwa kubarhwebi. Umthamo uncinci kakhulu ukuba ungathengiswa ngeCNPC kunye neSinopec. Zombini icoke ephezulu, ephakathi kunye nesezantsi sulphur ziveliswa
5, igraphite eyenziweyo kunye negraphite yendalo
Umbuzo: Ukusetyenziswa kwegraphite yendalo
A 1) uninzi lwazo lusetyenziswa phesheya. Amandla e-LG asebenzisa isiqingatha sokwenziwa kunye nesiqingatha sendalo. Iifektri ezinkulu zasekhaya B no-C nazo zisebenzisa inxalenye yendalo, emalunga ne-10%
(2) iziphene zegraphite yendalo: igraphite yendalo engalungiswanga ineengxaki ezininzi, ezinjengokwandiswa okukhulu, ukusebenza kakubi kokujikeleza.
(3) Isigwebo sendlela: ukuba indalo isetyenziswa kancinci eTshayina, kucetyiswa ukuba isetyenziswe kwiimoto eziphantsi. Kuya kuba lula ukuba neengxaki ngeemoto eziphezulu ezixutywe ngokuthe ngqo kunye ne-20-30%.
Q: Uthini umahluko phakathi kwegraphite yendalo kunye negraphite eyenziweyo?
A: Igraphite yendalo sele ikwigrafu emhlabeni. Emva kokukhetha, iba yigraphite. Xa isongiwe, iba yibhola yendalo yegraphite
Izinto ezilungileyo: ixabiso elincinci, umthamo ophezulu (360GWH), ukuxinana okuphezulu;
Ukungalungi: ukusebenza kakubi kwebhayisikile, ukwanda okulula, ukusebenza kakubi kobushushu obuphezulu
Umbuzo: Ngaba itekhnoloji ye-graphite anode eyenziweyo isasazekile ukuze wonke umntu enze iimveliso ezilinganayo?
IMPENDULO: Kuyinyani ukuba kukho ukusasazwa kweteknoloji. Ngoku kukho izityalo ezincinci ezininzi. Ukususela phakathi kunyaka ophelileyo kude kube ngoku, isityalo esingalunganga sivelise iitoni ezi-6 ukuya kwi-7 yezigidi.
(1) Kukho izibalo eziphindwe kabini. I-300,000 yeetoni zeemveliso ezigqityiweyo kunye neetoni ze-100,000 ze-graphitization zityalwe. Idatha iyonke inkulu kakhulu.
(2) Ucwangciso lwengingqi likhulu ngokwentelekiso, urhulumente naye unemfuno, ufuna ukuphakama ukusebenza;
(3) Ngokubanzi, amandla asebenzayo anokuba ngama-20% kuphela, ukubhengezwa kwamandla egameni lokwenza okubi, ngokwenene, yinkqubo, i-OEM, ukusabalalisa iteknoloji okanye umda.
Umbuzo: Ukusetyenziswa kwendalo yasekhaya kuncinci, ngaba inxulumene netekhnoloji engalunganga, ngaba itekhnoloji engalunganga yangaphandle ingcono?
A: (1) Ngaphandle: I-Samsung kunye ne-LG basebenzise iimveliso zendalo ixesha elide kwaye iteknoloji yabo ikhulile, ngoko ukusebenza kakubi okubangelwa yimveliso yendalo kuya kuba kuncinci kune-China.
(2) Domestic: ① phambi BYD nge graphite yendalo kungoko kwangethuba, BYD okwangoku 10% igraphite yendalo, ibhasi kunye negraphite yendalo, isiqingatha kunye nesiqingatha, Han, Tang, itywina usebenzisa igraphite yokwenziwa, iimoto ezisezantsi-isiphelo nesibindi ukusebenzisa.
Ukusetyenziswa okuphambili kwe-ningde yigraphite eyenziweyo, igraphite yendalo ayisebenzi.
Umbuzo: Ngaba ixabiso le-graphite anode yendalo liyenyuka?
A: Ngokuxhomekeke kwimeko yemarike, amaxabiso aya kunyuka kwaye kuya kubakho utshintsho lwamaxabiso
I-6, i-graphitization eqhubekayo
Umbuzo: Inkqubela phambili kwi-graphitization eqhubekayo?
A I-1) inkqubela yangoku ayifanelekanga, ngoku i-graphitization iyisithando sohlobo lwesithando somlilo, i-acheson furnace, i-graphitization eqhubekayo ifana ne-diaphragm industry, nayo ixhomekeke kwizixhobo.
(2) Inkampani yaseJapan yenza umsebenzi ongcono. I-340kg / WH kunye neemveliso ezingezantsi azikho iingxaki ezinkulu, ngelixa i-350kg / WH enegunya eliphezulu alizinzile.
(3) I-graphitization eqhubekayo isalathiso esihle sophuhliso, itoni enye idinga umbane we-4000-5000 KWH, ngolunye usuku ukuvelisa iimveliso, isithando somlilo sebhokisi, isithando somlilo sase-Aitchison iintsuku ezintathu okanye ezine ukuvelisa iimveliso, emva komgwebo kunye nendlela yendabuko iya kuhlala.
Ixesha lokuposa: Jun-20-2022