Esimweni sokwanda kwesidingo, imakethe yenaliti ye-coke iyonke izogcina umkhuba okhuphukayo ozinzile ngo-2021, futhi ivolumu nentengo yenaliti ye-coke izosebenza kahle. Uma ubheka intengo yemakethe yenaliti ye-coke ngo-2021, kube khona ukwenyuka okuthile uma kuqhathaniswa no-2020. Isilinganiso senani lentengo yamalahle asekhaya asekelwe ku-8600 yuan/ton, intengo emaphakathi yamalahle asekelwe kuwoyela ingu-9500 yuan/ton, futhi isilinganiso senani lentengo yamalahle asekelwe kumalahle angenisiwe ngu-US$1,275/ton. Intengo emaphakathi ngu-US$1,400/ton.
Ukwehla kwamandla emali komnotho emhlabeni wonke okubangelwe yilolu bhubhane kuholele ekwenyukeni okukhulu kwamanani ezimpahla, futhi ukukhiqizwa kwensimbi yaseChina namanani afinyelele phezulu. Engxenyeni yokuqala yalo nyaka, ukukhiqizwa kwensimbi yesithando somlilo waseChina kwafinyelela amathani ayizigidi ezingama-62.78, okuwukunyuka konyaka ngama-32.84%. Umphumela wonyaka kulindeleke ukuthi ufinyelele kumaki wezigidi eziyi-120. Ngaphansi kwethonya lalokhu, imakethe ye-graphite electrode yaseChina ibonise ukuthambekela kokululama ngokushesha engxenyeni yokuqala ka-2021, ngenani elimaphakathi elikhuphuka cishe ngo-40% kusukela ekuqaleni konyaka. Ukwanda kwesidingo semakethe okulethwe ukuzinza kwezifo eziwubhubhane phesheya kwezilwandle, kanye nenani eliphakeme lekhabhoni ngo-2021 Ngaphansi komgomo, insimbi, njengemboni edinga amandla amaningi, ibhekene nengcindezi enkulu yoshintsho. Ngokombono wamanje, insimbi yesithando somlilo kagesi eYurophu, e-United States, eNdiya nakwamanye amazwe ibalelwa ku-60%, kanti amanye amazwe ase-Asia angu-20-30%. E-China, i-10.4% kuphela, ephansi kakhulu. Kuyabonakala ukuthi ukwenza insimbi yesithando somlilo waseChina kunegumbi elikhulu lokukhula esikhathini esizayo, futhi lokhu kuzonikeza ukwesekwa okuqinile kwesidingo sama-electrode amakhulu we-ultra-high-power graphite. Ukukhishwa kwe-electrode yaseChina kulindeleke ngo-2021. Kuzodlula amathani ayizigidi ezingu-1.1, futhi isidingo se-coke yenaliti sizobalelwa ku-52%.
Esimeni sokukhula okusheshayo kwesabelo semakethe yomhlaba wonke yezimoto zamandla amasha, isidingo sasekhaya nesangaphandle sesikhuphukile. Ngo-2021, umthamo wemakethe kanye nentengo yezinto ze-lithium battery anode izokhuphuka ngenani lokukhula elibalulekile. Ngisho nokuhlanganiswa kokulawulwa okukabili kokusetshenziswa kwamandla nokuvikelwa kwemvelo e-Inner Mongolia, futhi kuphela i-70% yomthamo wokukhiqiza endaweni eyinhloko yokukhiqiza ye-anode graphitization yakhululwa, ukuphuma kwempahla ye-anode yasekhaya kusakhuphuka ngo-143% unyaka nonyaka- unyaka engxenyeni yokuqala yalo nyaka. Kulinganiselwa ukuthi umphumela wonyaka we-anode ngo-2021 uzofinyelela amathani angaba ngu-750,000, futhi isidingo se-coke yenaliti sizobalelwa ku-48%. Isidingo se-coke yenaliti yezinto ezingezinhle ze-electrode siyaqhubeka nokubonisa inkambiso yokukhula okukhulu.
Ngokukhula kwesidingo, umthamo wokuklama we-coke yenaliti emakethe yaseShayina nawo mkhulu kakhulu. Ngokwezibalo ze-Xin Li Information, umthamo ophelele wokukhiqiza we-need coke e-China uzofinyelela amathani ayizigidi ezingu-2.18 ngo-2021, okuhlanganisa amathani ayizigidi ezingu-1.29 amandla okukhiqiza asekelwe ku-oyela kanye namandla okukhiqiza amalahle angu-890,000. Ithani. Ukunikezwa kwe-China okwandayo ngokushesha kwe-naliti coke kuzoyithinta kanjani imakethe yenaliti yenaliti yaseChina engenisiwe kanye nephethini yamanje yokuhlinzekwa kwekholakhola yenaliti emhlabeni wonke? Uyini umkhuba wentengo ye-needle coke ngo-2022?
Isikhathi sokuthumela: Nov-17-2021