Esimweni sokwanda kwesidingo, imakethe yenaliti ye-coke iyonke izogcina umkhuba okhuphukayo ozinzile ngo-2021, futhi umthamo nentengo yenaliti ye-coke izosebenza kahle.Uma sibheka intengo yemakethe yenaliti ye-coke ngo-2021, kube nokukhuphuka okuthile uma kuqhathaniswa no-2020. Isilinganiso senani lentengo yamalahle asekhaya asekelwe ngamalahle ngu-8600 yuan/ton, inani elimaphakathi lamalahle asekelwe kuwoyela ngu-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 kwezomnotho emhlabeni wonke okubangelwe yilolu bhubhane kuholele ekwenyukeni okukhulu kwamanani ezimpahla, futhi ukukhiqizwa kwensimbi yaseChina namanani afinyelele phezulu.Engxenyeni yokuqala yalo nyaka, umkhiqizo wensimbi yesithando somlilo waseChina ufinyelele amathani ayizigidi ezingama-62.78, okuwukukhula konyaka nonyaka ngama-32.84%.Umphumela wonyaka kulindeleke ukuthi ufinyelele kumaki wezigidi eziyi-120.Ngaphansi kwethonya lalokhu, imakethe ye-graphite electrode yase-China ibonise ukuthambekela kokululama ngokushesha engxenyeni yokuqala ka-2021, ngenani elimaphakathi elikhuphuke cishe ngo-40% kusukela ekuqaleni konyaka.Ukwanda kwesidingo semakethe okulethwe ukuzinza kwezifo eziwubhubhane zaphesheya 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 ukwenziwa kwensimbi yesithando somlilo waseChina kunegumbi elikhulu lokukhula esikhathini esizayo, futhi lokhu kuzonikeza ukwesekwa okuqinile kwesidingo sama-electrode amakhulu e-graphite amakhulu we-ultra-high-power.Ukukhiqizwa kwe-electrode yaseShayina 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 okubili kokusetshenziswa kwamandla kanye 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, isamba sokukhiqiza senaliti coke e-China sizofinyelela amathani ayizigidi ezingu-2.18 ngo-2021, okuhlanganisa amathani ayizigidi ezingu-1.29 womthamo wokukhiqiza uwoyela kanye namandla okukhiqiza amalahle angama-890,000.Ithani.Ukunikezwa kwe-China okukhula ngokushesha kwe-naliti coke kuzoyithinta kanjani imakethe yenaliti yenaliti yaseChina engenisiwe kanye nephethini yamanje yokuhlinzekwa kwekholakhola yenaliti yenaliti?Uyini umkhuba wentengo ye-needle coke ngo-2022?
Isikhathi sokuthumela: Nov-17-2021