Umngcipheko Onokubakho “weMfazwe yeCarbon Resource” Phakathi koMbane weMveliso yeGraphitized Petroleum Coke kunye neLithium-ion Battery Anode Materials—Kodwa le ngxabano inokulinganiswa ngokuDityanisiweyo ngoHlanganiso lweTekhnoloji, ukuHlanganisa iMithombo, kunye noLungiso lweMisebenzi yeMarike. Uhlalutyo oluthile lulandelayo:
I. Ingqiqo Engundoqo "yeMfazwe": Ukunqongophala kweZixhobo kunye nokukhula kweMfuno eQhubukileyo
Icala Lezixhobo: Ukuqina Kwesakhiwo Kwi-Petroleum Coke Supply
- Ukuhla koMbane wokuCoca: Phantsi kwemigaqo-nkqubo yehlabathi "yekhabhoni ezimbini", iifektri zokucoca eYurophu nase-US zikhawulezisa ukupheliswa komthamo ophelelwe lixesha (umz., ukwehla kwe-8% ngonyaka kumthamo wokuCoca eYurophu ngo-2024 kunye nezinga lokuvalwa kwe-12% kwiifektri zokucoca ioyile ye-shale zase-US), okukhokelela ekunciphiseni okukhulu kokunikezelwa kwe-coke yepetroleum ene-sulfur ephantsi (izinto ezisisiseko ze-anode zebhetri ye-lithium-ion).
- Ukwanda Kwemiqobo Yorhwebo: Imiqathango eqinileyo yokuthumela ngaphandle i-graphite eTshayina e-US inyanzele abavelisi be-anode baseTshayina ukuba batshintshele kwi-petroleum coke yasekhaya, nto leyo eqinisa uxinzelelo lwemfuno yasekhaya.
- Ingqikelelo yoMzimba: Abarhwebi bagcine izinto ezifunekayo ukuya kwinqanaba eliphezulu, apho izitokhwe zasekhaya zihla ukusuka kwi-2 yezigidi zeetoni ngo-2023 ukuya kwi-800,000 yeetoni, nto leyo edala "ukunqongophala okungeyonyani."
Icala leMfuno: Ukukhula Okukhulu kwiZixhobo ze-Anode zeBhetri yeLithium-ion
- Ukwandiswa kweMarike: Imfuno yehlabathi jikelele yezinto ze-lithium-ion battery anode ifikelele kwiitoni ezingama-2.2 ezigidi ngo-2024, ifuna ngaphezulu kweetoni ezi-3 ezigidi ze-petroleum coke, kodwa ukubonelela ngokwenyani bekukwiitoni ezingama-2.6 ezigidi kuphela, okushiya umsantsa we-13%.
- Ukhuphiswano lweNdlela yoBugcisa: I-graphite yokwenziwa (eyi-~80% yemarike) isasebenza kakhulu kodwa ixhomekeke kakhulu kwi-petroleum coke (iitoni eziyi-1.2–1.5 ze-coke ezifunekayo ngetoni nganye ye-graphite yokwenziwa). Ngelixa ii-anode ezisekelwe kwi-silicon (ezinamandla e-theoretical ngokuphindwe kalishumi kune-graphite) zikhula, ukuthengiswa kusasele iminyaka emi-3–5, nto leyo eshiya ithuba elincinci elikufutshane ne-petroleum coke.
II. Iimpawu zeHlabathi lokwenyani: Iindleko ezikhulayo kunye noHlaziyo lweCandelo leMizi-mveliso
Ukuhanjiswa koxinzelelo lweendleko
- Ukunyuka kwexabiso lezinto eziluhlaza: Ngowama-2025, amaxabiso angaphambili e-petroleum coke ye-sulfur ephantsi ayesondela kwi-RMB 6,000/ton, ukunyuka kwe-150% ukusuka ekuqaleni kuka-2023. Oku kwaqhuba iindleko zezixhobo eziluhlaza zokuvelisa itoni e-1 ye-graphite yokwenziwa ukusuka kwi-RMB 5,000 ukuya kwi-RMB 9,000, nto leyo eyanyusa imida epheleleyo ngaphantsi kwe-10%.
- Ixabiso eliPhuthileyo: Abavelisi bebhetri ye-lithium esezantsi bafuna ukuncitshiswa kwexabiso le-15% kwii-anode, ngelixa abavelisi be-anode bejongene nemijikelo yexesha elide yokwamkelwa kwiakhawunti (eyandiswe ukusuka kwiintsuku ezingama-90 ukuya kwezingama-180), nto leyo eyandisa umngcipheko weengxaki zemali.
Amaqhinga okuPhendula ngeTyathanga leMizi-mveliso
- Ukuhlanganiswa Okuthe Tye: Iinkampani eziphambili zifumene izixhobo ze-coke ezine-sulfur ephantsi ngokuthenga amasheya kwiindawo zokucola nokuhlola i-needle coke esekwe kumalahle (ukunciphisa iindleko ngama-20% xa kuthelekiswa ne-petroleum coke).
- Ukutshintshwa kobuchwepheshe obukhawulezileyo:
- Ii-Anode eziSekwe kwiSilicon: Ukuveliswa kwe-anode ze-silicon-carbon ezininzi zeTesla kwiibhetri zayo ezingama-4680 konyuse uxinano lwamandla ngama-20%. Ukuba amaxabiso e-petroleum coke ahlala ephakanyisiwe, ukutshintshwa kungakhawulezisa.
- Uphuhliso lweCarbon eNzima: I-GAC Aion iphuhlise ikhabhoni eNzima efumaneka kwi-biomass (esekelwe kwiqokobhe lekhokhonathi) kwiibhetri ze-sodium-ion, kwaye izinto eziluhlaza zibiza isithathu se-petroleum coke.
- Ukwandiswa Kwamanye Amazwe: Iinkampani ezifana neBTR New Material Group kunye neShanshan Co., Ltd. ziseke iiprojekthi zezinto ezidityanisiweyo ze-anode e-Indonesia naseMorocco ukuze ziphephe imida yezixhobo zasekhaya.
III. Iindlela Ezihamba Ngayo: Ukulingana Okuguquguqukayo kunye neNtsebenziswano Yexesha Elide
Uncedo lwexesha elifutshane kwimfuno yobonelelo
- Ukuqaliswa koMbane Omtsha: Ukongezwa komthamo wokucoca kwihlabathi liphela kuMbindi Mpuma naseIndiya (okucwangciselwe ukuphela kuka-2025) kuya kunciphisa umsantsa wokubonelela nge-coke e-sulfur ephantsi ukuya kwi-5%, okunokuthi kunciphise amaxabiso.
- Ukuphuculwa kweSakhiwo seMfuno: Isabelo semarike segrafiti yendalo sinyuke ukusuka kwi-15% ukuya kwi-25% (ngenxa yeenzuzo zeendleko), ngelixa isabelo esidibeneyo se-anode ezisekelwe kwi-silicon/hard carbon sinyuke ukusuka kwi-5% ukuya kwi-15%, nto leyo enciphisa ukuxhomekeka kwi-petroleum coke.
Intsebenziswano Eqhutywa Yiteknoloji Yexesha Elide
- Ukuthengiswa kwe-Anode esekwe kwiSilicon: Ukuba ii-anode ze-silicon-carbon ze-CVD ziyakhula, amandla azo ethiyori (4,200 mAh/g) anokunciphisa uxinzelelo lweendleko ze-petroleum coke, nangona imingeni efana nokusebenza kakuhle kokukhupha itshaja kunye nobunzima benkqubo zisekhona.
- Uphuhliso lweGreen and Low-Carbon: I-Graphitization, inkqubo edla amandla amaninzi, ijongene nezabelo ezingqongqo zokusetyenziswa kwamandla. Ukusebenzisa umbane oluhlaza (ilanga/umoya) okanye urhwebo lwekhredithi yekhabhoni kuya kuba yimfuneko ekuqinisekiseni izabelo zemveliso kunye nokuphucula ixabiso lokusingqongileyo kwemveliso.
IV. Isiphelo: "Imfazwe" njengeNgxaki yoPhuculo lweCandelo leMizi-mveliso
"Imfazwe yemithombo yekhabhoni" phakathi kwe-petroleum coke kunye nezixhobo ze-lithium-ion battery anode ibonakala ngathi yingxaki yokunqongophala kwezixhobo kodwa, eneneni, yindawo yokutshintsha kweshishini ukusuka ekwandiseni okukhulu ukuya kwimisebenzi engasebenzi kakuhle. Iinkampani zaseTshayina ziphumelela ngokusebenzisa ukuhlanganiswa okuthe nkqo (iindawo zokucoca, iindawo zaphesheya kwezilwandle), ukuhlaziywa kwetekhnoloji (ii-anode ezisekelwe kwi-silicon, i-hard carbon), kunye nehlabathi jikelele. Esi "siphepho segolide emnyama" sinokuvelisa izixhobo zebhetri ye-lithium yehlabathi, kunye neempendulo ezifihliweyo kwimpumelelo elandelayo yetekhnoloji (umz., ii-anode ezisekelwe kwi-silicon) okanye ukufunyanwa kwezixhobo (umz., ukuthengwa kweendawo zokucoca phesheya kwezilwandle).
Ixesha leposi: Jan-06-2026