Abstract
1. Umbono ojwayelekile
I-Graphitization: umthamo wokukhipha maphakathi nonyaka ozayo
Izinto zokusetshenziswa: iminyaka emibili ezayo kulindeleke ukuthi ibe nokuguquguquka okukhulu
2. Umehluko kanye nokusetshenziswa kwe-coke yenaliti yamalahle ne-coke yenaliti yamafutha:
Izinto zokusetshenziswa ezihlukene: uwoyela - i-slurry yamafutha esekelwe, i-asphalt yamalahle esekelwe ngamalahle.
Izicelo ezihlukene: inaliti yenaliti kawoyela, inaliti yamalahle icoke coke esetshenziselwa (ultra) i-electrode yamandla aphezulu; Inaliti yamafutha i-coke eluhlaza futhi ephekiwe ye-electrode engalungile.
Isiqondiso sokuthuthuka: Uchungechunge lwamalahle lungathuthuka ngokuzayo.
3. Iphethini yokuhlinzeka nesidingo se-petroleum coke: izikhombisi-ndlela ezintathu zokusetshenziswa kwe-electrode engezansi komfula + i-anode ebhakwe ngaphambilini + i-electrode engemihle zonke ziyanda, kuyilapho uhlangothi lokuhlinzeka lungakhulisi ukukhiqizwa noma lunciphise ngisho nobuningi, okuholela emananini aphezulu futhi angeniswe kwamanye amazwe. imikhiqizo ingase ingakwazi ukuhlangabezana nesidingo.
4. Ukunwetshwa kwesitshalo se-anode enhla nomfula: I-Zhongke Electric ne-Anqing Petrochemical zisayine ukubambisana kwamasu, kodwa akukho ukubamba iqhaza kwangempela kokulingana noma ukutshalwa kwezimali.
5. Isilinganiso se-coke esingalungile: i-high-end ene-coke yenaliti ehlanzekile, exutshwe ekugcineni okuphakathi, i-low-end ne-coke ye-petroleum ehlanzekile. Inaliti coke 30-40%, petroleum coke 60-70%. Ithani le-electrode engalungile ene-petroleum coke ehlanzekile amathani angu-1.6-1.7.
6. I-graphitization eqhubekayo: inqubekelaphambili yamanje ayilungile, ifana nemboni ye-diaphragm, kodwa futhi ithembele kumishini ukuze iphile, ukuphumelela kwesikhathi esizayo kunganciphisa ukusetshenziswa kwamandla nezinsuku zokuthunyelwa.
Q&A
1. Ukuthenga kanye nesidingo kanye nentengo
Q: Iphethini yokuhlinzeka kanye nesidingo kanye nokushoda kwentengo ye-coke ephansi yesibabule?
IMP: amathani ayizigidi ezingu-1 we-low-sulfur coke azothunyelwa kulo nyaka, okuhlanganisa u-60%. Ngesivuno esingu-60%, 60/0.6=1 wesigidi samathani e-low-sulphur coke azodingeka. Isidingo sidlula ukunikezwa, okuholela ekukhuphukeni kwentengo, futhi intengo ingaphezu kwama-yuan angu-8000
Q: Iphethini yokuhlinzeka nesidingo sonyaka ozayo, isimo sentengo?
A: I-coke ye-sulphur ephansi (i-coke ye-petroleum evamile) inezinhlelo ezintathu zokusebenza: i-electrode, i-anode ephekiwe ngaphambili kanye ne-electrode engalungile. Bobathathu bayakhula. Uhlangothi lokunikezela aluzange lwandise noma lunciphise ngisho nokukhiqiza, okuholela emananini aphezulu
Q: Amabhizinisi e-coke e-Q2 anokwenyuka kwentengo, kukhona ukuhanjiswa okuya phansi
IMP: I-Ningde Times kanye ne-BYD ngeke bazibophezele ngokugcwele, kodwa bazothatha ingxenye yakho. Imboni ye-cathode izothatha ingxenye yawo. Imboni yebhethri yomugqa wesibili ingakwazi ukuyiqhuba. Bheka inzuzo enetha ngethani, kuhlanganiswe ne-graphitization ratio, intengo ye-coke ayibonakali kangako
Q: Iyini i-amplitude yezinto ezingezinhle ze-Q2 ngokwesilinganiso?
A: Incane uma kuqhathaniswa, i-10%, i-graphitization engashintshiwe, i-coke yesulfure ephansi ye-Q1 engaba ngu-5000 yuan, i-Q2 isilinganiso esingu-8000 yuan,
Q: Ukuhlinzeka kanye nokufuna umbono wokusetshenziswa kwe-petroleum coke
A: (1) Isidingo sasekhaya sidlula ukunikezwa: ukukhula kwesigxobo esingesihle kushesha kakhulu, ukukhula okungu-40%+ kwe-petroleum coke, i-petroleum coke eminyakeni emibili ezayo kushaqeke kakhulu, ngoba i-petrochina yasekhaya, ukwanda kokukhiqizwa kweSinopec kuncane, ukukhiqizwa kwasekhaya kwe Amathani ayizigidi ezingu-30 Ngonyaka, i-12% iphansi ye-sulfur coke, ayikwazi ukuhlangabezana nesidingo sasekhaya.
(2) Ngenisa isithasiselo: Sizophinde singenise i-coke evela e-Indonesia, e-Romania, e-Russia nase-India. Ekuhlolweni, inqubekelaphambili ihamba kancane, okungenzeka ingakwazi ukuhlangabezana nesidingo sokwenza i-electrode engalungile
(3) Ukwahlulela amanani: iphuzu eliphansi langonyaka odlule lalingoMashi, futhi i-petroleum coke yayingu-3000 yuan/ton. Amathuba okubuyela kule ntengo mancane uma kuqhathaniswa
(4) Isiqondiso sesikhathi esizayo: ngesidingo esikhulayo sezimoto zikagesi, kusetshenziswa i-coke kawoyela encipha kancane, futhi uchungechunge lwamalahle luyindlela engenzeka.
Q: Ukunikezwa kwe-coke okumaphakathi kanye nephethini yokufuna?
A: I-Medium sulfur coke nayo iqinile, isibonelo, amathani ayizigidi ezingu-1 we-anode, u-10% ukulahlekelwa kwe-graphitization, amathani ayizigidi ezingu-1.1 we-graphitization, ithani elingu-1 le-graphitization lidinga amathani angu-3 we-coke yesulfure ephakathi, idinga amathani ayizigidi ezingu-3.3 we-coke yesulfure ephakathi ukuxhasa
Umbuzo: Ingabe zikhona izitshalo ezingezinhle ezihlinzeka nge-petroleum coke enhla nomfula?
A: I-Zhongke Electric isayine ukusebenzisana kwamasu ne-Anqing Petrochemical. Angikaze ngizwe ngokubamba iqhaza kokulingana kwangempela noma ukutshalwa kwezimali
Q: Uyini umehluko wamanani phakathi kwamafekthri amancane nezimboni ezinkulu njengeShanshan neKaijin?
A 
1) imboni engalungile ayikwazi ukumane ibale umehluko wamanani. Kukhona umkhiqizo owodwa noma emibili evamile embonini engemihle, iningi layo okuyimikhiqizo yomuntu siqu.
(2) Izimboni ezincane azinazo izinzuzo emikhiqizweni evamile, ngakho kufanele zehlise amanani ukuze zibhekelele imakethe. Uma amafekthri amancane eqongelele ubuchwepheshe futhi afunda imikhiqizo ephezulu kanye nemikhiqizo yomuntu siqu, angakha izinzuzo. Uma izimboni ezinkulu zingayenzi imikhiqizo yomuntu siqu, zingenza imikhiqizo ejwayelekile kuphela.
2, ukuhlukaniswa kwe-petroleum coke kanye nokusetshenziswa
Q: Yiziphi izidingo ze-coke yezinto ezikhuphukayo zezigxobo ezihlukahlukene ezingezinhle?
A: (1) Ukuhlelwa: kunemithombo emine ye-coke e-negative, i-coke ye-sulphur petroleum ephansi, i-oily inaliti coke, i-coke yenaliti yamalahle, i-asphalt coke yamalahle.
(2) isilinganiso: i-coke yesulfure ephansi ibalwa ku-60%, inaliti ye-coke 20-30%, enye i-asphalt coke yamalahle.
Q: Kuyini ukuhlukaniswa kwe-jiao?
A: Ikakhulukazi ihlukaniswe nge-petroleum namalahle, amafutha angahlukaniswa abe i-petroleum coke evamile, i-coke yenaliti; Amalahle angahlukaniswa abe yi-coke ejwayelekile, i-coke yenaliti, i-asphalt coke
Q: Ingakanani i-petroleum coke esebenzisa ithani lama-electrode angalungile
A: I-petroleum coke ehlanzekile, i-1 ihlukaniswe ngo-0.6-0.65, idinga amathani angu-1.6-1.7
A: (1) izinto zokusetshenziswa ezihlukene: (1) uwoyela, ukucwengwa kukawoyela ukukhetha Ibanga eliphakeme le-slurry, ukucubungula okulula i-petroleum coke, uma ngegesi nesulfure coke, ingadonselwa ku-coke yenaliti; ② Izinyathelo zamalahle, ngokufanayo, khetha itiyela lamalahle lezinga eliphezulu
(2) izinhlelo zokusebenza ezahlukene: (1) inaliti yenaliti kawoyela, inaliti yamalahle coke coke esetshenziselwa (super) high amandla electrode; ② I-coke yenaliti kawoyela eluhlaza, i-coke ephekwe nge-negative, amalahle anokuncane, kodwa kukhona nabakhiqizi abasetshenziswa njengeZichen, Shanshan, Kaijin, ngemuva kokuthi amalahle angandisa isicelo, i-China iyizwe elikhiqiza amalahle.
Q: Inzuzo ye-coke yenaliti yamalahle
A: I-oil-series inaliti ye-coke icishe ibe ngu-2000-3000 yuan ebiza kakhulu kune-coke yenaliti yochungechunge lwamalahle. I-coke yenaliti yochungechunge lwamalahle inenzuzo yentengo
Q: Ithemba lesikhathi esizayo le-medium sulfur petroleum coke
A: I-electrode engeyinhle isasetshenziselwa ukugcina amandla, enezidingo eziphansi zokugcina amandla namandla amancane
Q: Ingabe ukhona umehluko ekusebenzeni lapho isetshenziswa ku-electrode engalungile
A: Umehluko wenaliti yesilinganiso samalahle awumkhulu, i-Zichen, i-fir yaseShayina isetshenziswa, isilinganiso samalahle esijwayelekile se-asphalt coke singasetshenziswa ekugcineni amandla.
Q: Ingabe kunzima ukwenza inaliti coke nge-petroleum coke?
A: Ikhono lokukhiqiza inaliti ye-coke kawoyela amathani ayizigidi ezingu-1.18, inqubo ayinzima kakhulu, ngokudweba i-coke ibe yi-coke yenaliti, ikakhulukazi khetha I-slurry engcono yokwenza, inkinga yamanje ukuthi amabhizinisi angalungile kanye ne-needle coke exchange exchange akuyona i-A. okuningi, uma Ukubambisana okuningi, ucwaningo nentuthuko elandelayo, ukubambisana kufanele kwenziwe
Umbuzo: Ingabe izinto zokwakha zizoxutshwa?
A: Izindlela ezintathu: i-petroleum coke ehlanzekile, i-coke yenaliti ehlanzekile, i-petroleum coke + inaliti ye-coke. I-petroleum coke ehlanzekile inokusebenza okuhle kwe-kinetic, i-graphitization elula, umthamo ophezulu kanye nokuhlangana okuphezulu, futhi kokubili kuyahambisana. Ukuphela okuphezulu kusebenzisa i-coke yenaliti ehlanzekile, ukuphela okuphakathi kusebenzisa okuxubile, ukuphela okuphansi kusebenzisa i-coke ye-petroleum ehlanzekile.
Q: Iyini isilinganiso esifanayo
A: Inaliti ye-coke 30-40%, i-petroleum coke 60-70%
3, i-carbon ne-silicon anode
Q: Iyini ithonya lokuthuthukiswa kwe-silicon carbon anode ku-petroleum coke ne-needle coke?
A: (1) Umthamo: ngonyaka odlule, amathani angu-3500 e-silicon monomer, i-80% yevolumu ye-Beitre inkulu kakhulu, isilinda esisetshenziswe kakhulu, i-Panasonic, i-LG isebenzise i-silicon oxygen, i-Samsung isebenzisa i-nano-silicon. Inkampani C idinga ukukhiqizwa ngobuningi begobolondo lesikwele, elibambezelekile. Ukukhiqizwa kwenqwaba ye-Q1 yangonyaka ozayo kuzoba ngu-10GWH, okudinga amathani angaba ngu-1000 ngokuya ngo-10% wokuhlanganisa.
(2) Iphakheji elithambile: ngenxa yokwanda kwe-silicon, kunzima ukuyifaka
(3) i-silicon: noma ngendlela yokuxuba, amaphuzu we-Panasonic 4-5 we-silicon oxygen, i-60% yemvelo + 40% ye-graphite yokufakelwa (i-petroleum coke), ingabuye ixutshwe ne-coke yenaliti, ikakhulukazi ngokusho kokusebenza komkhiqizo.
Q: Ingabe i-silicon eku-carbon anode i-silicon ephezulu yokuhlanzeka?
A: Enye i-silicon oxygen kanti enye i-nano-silicon.
(1) i-silicon oksijini: i-silicon + i-silicon dioxide eshisayo yokuxuba i-silica, i-silica ikhona yonke indawo, izidingo ze-silicon aziphakeme, thenga i-silicon metal evamile ingaba, intengo ye-17,000-18,000.
(2) i-nano-silicon: ubumsulwa obungu-99.99% (4 9) noma ngaphezulu, ku-photovoltaic ngaphezu kwezidingo ze-electrode ezingezinhle, ubumsulwa obungaphezu kuka-6 9.
4. Izinzuzo kanye nokubi kwe-Sunstone
Q: Ngabe ikhona inzuzo yokuthi abathengisi benze isigxobo esingesihle, njengeSocom?
A 1) i-suotong ithenga amathani ayizigidi ezi-4 e-petroleum coke Ngonyaka, futhi yonke imboni engalungile ithola amathani ayizigidi ezingu-1, okuphindwe izikhathi ezingu-4. Inenzuzo yevolumu. Bambalwa abathintwayo abaqondile ne-CNPC kanye ne-sinopec, ikakhulukazi abathengisi, ngoba ukuhweba kuxoxwa kakhulu
(2) umkhuba wamanani embonini: imboni kawoyela ye-coke ekuqaleni konyaka futhi ukuphela kwentengo kuphezulu, ngoba ukugcina isitokwe, ngoMeyi nangoJuni, isibabule esiphansi, i-coke kawoyela wesulfure ephakathi kwehle ngo-10-15%, ngoba yokusungula okwengeziwe, ngo-Okthoba futhi waqala stock up, intengo izovuka futhi
Umbuzo: Ingabe abakhiqizi abangalungile bazothenga i-petroleum coke ngokuqondile? Ikuphi inzuzo kaSotone?
IMPENDULO: Iningi lawo lisathengwa kubahwebi. Ivolumu incane kakhulu ukuthi ingathengiswa nge-CNPC ne-Sinopec. Kokubili i-coke ephezulu, ephakathi nephansi yesulfure ikhiqizwa
I-5, i-graphite yokwenziwa kanye ne-graphite yemvelo
Q: Ukusetshenziswa kwe-graphite yemvelo
A 1) iningi labo lisetshenziswa phesheya. Amandla e-LG asebenzisa uhhafu wokwenziwa kanye nohhafu wemvelo. Izimboni ezinkulu ezifuywayo B kanye no-C nazo zisebenzisa ingxenye yemvelo, cishe u-10%
(2) ukukhubazeka kwe-graphite yemvelo: i-graphite yemvelo engashintshiwe inezinkinga eziningi, njengokunwetshwa okukhulu, ukusebenza kabi kokujikeleza.
(3) Ukwahlulela kwethrendi: uma okwemvelo kusetshenziswa kancane e-China, kuphakanyiswa ukuthi kusetshenziswe ezimotweni ezisezingeni eliphansi. Kuzoba lula ukuba nezinkinga ngezimoto ezisezingeni eliphezulu ezixutshwe ngqo no-20-30%.
Q: Uyini umehluko phakathi kwe-graphite yemvelo kanye ne-graphite yokwenziwa?
A: I-graphite yemvelo isivele iyi-graphite emhlabathini. Ngemuva kokukhetha, iba yi-graphite egqinsiwe. Uma igoqwe, iba Ibhola le-graphite lemvelo
Izinzuzo: ezishibhile uma kuqhathaniswa, umthamo omkhulu (360GWH), ukuqina okuphezulu;
Ukungalungi: ukusebenza kabi kwamabhayisikili, ukunwetshwa okulula, ukusebenza kabi kwezinga lokushisa eliphezulu
Umbuzo: Ingabe ubuchwepheshe bokwenziwa kwe-graphite anode busabalele ukuze wonke umuntu enze imikhiqizo efanayo?
IMP: Kuyiqiniso ukuthi kukhona ukusabalala kobuchwepheshe. Manje kunezitshalo eziningi ezincane. Kusukela maphakathi nonyaka odlule kuze kube manje, isitshalo esingalungile sesikhiqize amathani ayizigidi eziyisi-6 kuya kweziyi-7.
(1) Kukhona izibalo eziphindwe kabili. Amathani angu-300,000 emikhiqizo eqediwe kanye namathani angu-100,000 we-graphitization atshaliwe. Isamba sedatha sikhulu ngokuqhathaniswa.
(2) Ukuhlelwa kwendawo kukhulu, uhulumeni naye unesidingo, ufuna ukusukuma ukusebenza;
(3) Sekukonke, umthamo osebenzayo ungaba ngu-20% kuphela, isimemezelo somthamo egameni lokwenza okungalungile, empeleni, inqubo, i-OEM, ukusabalalisa ubuchwepheshe noma umkhawulo.
Umbuzo: Ukusetshenziswa kwemvelo kwasekhaya kuncane, ingabe kuhlobene nobuchwepheshe obungalungile, ingabe ubuchwepheshe obungalungile bangaphandle bungcono?
IMP: (1) Kwamanye amazwe: AbakwaSamsung kanye ne-LG basebenzise imikhiqizo yemvelo Isikhathi eside futhi ubuchwepheshe babo buvuthwe kakhulu, ngakho-ke ukusebenza kabi okubangelwa imikhiqizo yemvelo kuzoba kuncane kunase-China.
(2) Okwasekhaya: ① ngaphambi kwe-BYD enegraphite yemvelo kusenesikhathi uma kuqhathaniswa, i-BYD njengamanje ingu-10% wegraphite yemvelo, ibhasi elinegraphite yemvelo, uhhafu nohhafu, i-Han, i-Tang, i-seal zisebenzisa i-graphite yokwenziwa, izimoto ezisezingeni eliphansi ziyalinge sebenzisa.
Ukusetshenziswa okuyinhloko kwe-ningde kuyi-graphite yokwenziwa, i-graphite yemvelo ayisebenzi.
Q: Ingabe intengo ye-graphite anode yemvelo iyakhuphuka?
IMP: Ngokuya ngesimo semakethe, amanani azokhuphuka futhi kuzoba nezinguquko zentengo
6, i-graphitization eqhubekayo
Q: Inqubekelaphambili ku-graphitization eqhubekayo?
A I-1) inqubekelaphambili yamanje ayilungile, manje i-graphitization iyisithando sohlobo lwebhokisi, isithando somlilo se-acheson, i-graphitization eqhubekayo ifana nemboni ye-diaphragm, futhi incike kumishini.
(2) Inkampani yaseJapane yenza umsebenzi ongcono. Imikhiqizo engu-340kg/WH nangaphansi ayinazo izinkinga ezinkulu, kuyilapho i-350kg/WH enamandla amakhulu ayizinzile.
(3) I-graphitization eqhubekayo iyisiqondiso esihle sokuthuthukiswa, ithani elilodwa lidinga ugesi we-4000-5000 KWH, usuku olulodwa ukukhiqiza imikhiqizo, isithando somlilo sebhokisi, isithando somlilo se-Aitchison izinsuku ezintathu noma ezine ukukhiqiza imikhiqizo, emva kokwahlulela kanye nendlela yendabuko izoba khona.
Isikhathi sokuthumela: Jun-20-2022