Umkhuba wokuthuthukiswa kwesikhathi esizayo wezinto ze-anode

1. Ukuhlanganiswa okuqondile kochungechunge lwezimboni ukuze kuzuzwe ukunciphisa izindleko nokusebenza kahle

Ezindlekweni zezinto ze-electrode ezingezinhle, izindleko zezinto ezingavuthiwe nezixhumanisi zokucubungula i-graphitization zenza ngaphezu kwama-85%, okuyizixhumanisi ezimbili ezibalulekile zokulawulwa kwezindleko zomkhiqizo.Esigabeni sokuqala sokuthuthukiswa kochungechunge lwemboni ye-electrode engalungile, izixhumanisi zokukhiqiza ezifana ne-graphitization kanye ne-carbonization ikakhulukazi zithembele ezimbonini ezinikezwa ngaphandle ukuze zicutshungulwe ngenxa yokutshala izimali ezinkulu kanye nezithiyo eziphezulu zobuchwepheshe;Izinto ezingavuthiwe ezifana nenaliti ye-coke kanye ne-graphite ore yemvelo zithengwa kubahlinzeki abahambisanayo.

Ezinsukwini zanamuhla, ngokudlondlobala kokuncintisana komhlaba wonke, amabhizinisi ezinto ezingezinhle ngokwandayo alawula izixhumanisi zokukhiqiza eziyinhloko kanye nezinto zokusetshenziswa eziwumongo ngohlelo lokuhlanganisa oluqondile lochungechunge lwezimboni ukuze kuzuzwe ukunciphisa izindleko nokusebenza kahle.Amabhizinisi ahamba phambili afana ne-Betrie, iShanshan Shares, kanye ne-Putailai azitholele ukuzitholela i-graphitization ngokuthengwa kwangaphandle kanye nokwakhiwa kwamaphrojekthi ayisisekelo ahlanganisiwe, kuyilapho amabhizinisi okucubungula i-graphitization nawo engene ohlelweni olubi lokukhiqiza impahla ka-electrode.Ukwengeza, kukhona namabhizinisi ahamba phambili ngokuthola amalungelo okumba, ukubamba iqhaza ngokulingana nezinye izindlela zokufeza ukuzitholela ngokwakho nge-naliti ye-coke eluhlaza.Isakhiwo esididiyelwe sesibe yingxenye ebalulekile yokuncintisana okuyisisekelo kwamabhizinisi wezinto ezingezinhle zama-electrode.

2. Izithiyo eziphakeme zezimboni kanye nokwanda okusheshayo kokugxila emakethe

I-Capital, ubuchwepheshe kanye namakhasimende akha izithiyo eziningi zezimboni, futhi isikhundla samabhizinisi amakhulu angalungile siyaqhubeka nokuqina.Okokuqala, imigoqo yemali, ubuchwepheshe bezinto ezibonakalayo ezimbi, ucwaningo nokuthuthukiswa komkhiqizo omusha, isikali sezimboni, ukuhlelwa kweketango lezimboni ezikhuphuka nomfula, njll., kudinga isikhathi eside sokutshala izimali ezinkulu, futhi inqubo ayiqiniseki, kunezidingo ezithile. amandla ezezimali amabhizinisi, kunemigoqo yemali.Okwesibili yizithiyo zobuchwepheshe, ngemuva kokungena kwebhizinisi, ukuthuthukiswa okuqhubekayo kwenqubo yokukhiqiza kudinga ukuthi ibhizinisi libe nesizinda esijulile sobuchwepheshe, kanye nocwaningo olujulile mayelana nokukhethwa kwezinto ezingavuthiwe nemininingwane yenqubo, futhi izithiyo zobuchwepheshe zilinganiselwe. phezulu.Okwesithathu, izithiyo zamakhasimende, ngenxa yezici ezinjengokukhiqiza kanye nekhwalithi, amakhasimende aphezulu asezingeni eliphansi ngokuvamile asungula ubudlelwano bokubambisana nezinkampani zezinto ezibonakalayo ze-anode, futhi ngenxa yokuthi amakhasimende aqaphe kakhulu ekukhetheni umkhiqizo, izinto zokwakha ngeke zithathelwe indawo ngokuthanda kwazo ngemva kokungena. uhlelo lokuhlinzeka, ukunamathela kwekhasimende kuphezulu, ngakho izithiyo zamakhasimende emboni ziphezulu.

Izithiyo zemboni ziphezulu, amandla ezinkulumo zamabhizinisi aholayo aphakeme, futhi ukugxila komkhakha wezinto ezingezinhle zama-electrode kuphezulu.Ngokusho kwedatha yebhethri ye-lithium yobuchwepheshe obuphezulu, ukugxilwa kwemboni ye-electrode engalungile yaseChina i-CR6 inyuke isuka ku-50% ngo-2020 yaya ku-80% ngo-2021, futhi ukugxila emakethe kukhule ngokushesha.

3. Izinto ze-graphite anode kuseyizo ezijwayelekile, futhi izinto ezisekelwe ku-silicon zinamandla amakhulu okusetshenziswa esikhathini esizayo

Izinzuzo ezibanzi zezinto ze-graphite anode ziyabonakala, futhi iyinkomba yezinto ze-lithium yebhethri ye-anode isikhathi eside.Ngokusho kwedatha ye-lithium yobuchwepheshe obuphezulu, ngo-2022, isabelo semakethe sezinto ze-graphite anode cishe singama-98%, ikakhulukazi izinto zokwenziwa ze-graphite anode, futhi isabelo saso semakethe sesifinyelele cishe ku-80%.

Uma kuqhathaniswa nezinto ze-graphite, izinto ze-electrode ezingezinhle ezisekelwe ku-silicon zinamandla aphakeme wethiyori futhi ziwuhlobo olusha lwezinto ezingezinhle ze-electrode ezinamandla amakhulu okusebenza.Kodwa-ke, ngenxa yokuvuthwa kwezobuchwepheshe kanye nezinkinga ezihambisanayo nezinye izinto ze-electrode engalungile, izinto ezisekelwe ku-silicon azikasetshenziswa ngezinga elikhulu.Ngokuthuthuka okuqhubekayo kwezidingo zokukhuthazela kwezimoto zamandla amasha, izinto zokwakha ze-lithium zebhethri ye-anode nazo ziyathuthuka ekuqondeni komthamo othize ophakeme, futhi ucwaningo nokuthuthukiswa kanye nokwethulwa kwezinto ze-anode ezisekelwe ku-silicon kulindeleke ukuthi kusheshiswe.