1. Ukudityaniswa ngokuthe nkqo kwekhonkco lemizi-mveliso ukuphumeza ukunciphisa iindleko kunye nokusebenza kakuhle
Kwiindleko zezinto ze-electrode ezimbi, ixabiso lezinto eziluhlaza kunye ne-graphitization processing links akhawunti ngaphezu kwe-85%, ezi zikhonkco ezimbini eziphambili zolawulo lweendleko zemveliso.Kwinqanaba lokuqala lophuhliso lwekhonkco loshishino lwe-electrode engalunganga, amakhonkco emveliso afana negraphitization kunye ne-carbonization ikakhulu zixhomekeke kwiifektri ezikhutshwa ngaphandle ukuze zicutshungulwe ngenxa yotyalo-mali olukhulu kunye nemiqobo ephezulu yobugcisa;Izinto eziluhlaza ezifana nenaliti ye-coke kunye ne-graphite ore yendalo zithengwa kubaboneleli abahambelanayo.
Kule mihla, ngokuqiniswa kokhuphiswano lwehlabathi, ngakumbi nangakumbi amashishini angalunganga alawula amakhonkco emveliso angundoqo kunye nemathiriyeli ekrwada engundoqo ngoyilo oluthe nkqo oludityanisiweyo lwekhonkco lemizi-mveliso ukuphumeza ukucutha iindleko nokusebenza kakuhle.Amashishini aphambili anje ngeBetrie, iShanshan Shares, kunye nePutailai baye baqaphela ukubonelela ngegraphitization ngokuthengwa kwangaphandle kunye nokwakhiwa kweeprojekthi ezisisiseko ezidibeneyo, ngelixa amashishini okucubungula igraphitization nawo angenile kwinkqubo yokuvelisa izinto ze-electrode.Ukongeza, kukwakho amashishini akhokelayo ngokufumana amalungelo okusebenza kwemigodi, ukuthatha inxaxheba kolingano kunye nezinye iindlela zokufezekisa ukubonelela ngenaliti ye-coke ekrwada.Uyilo oludityanisiweyo lube yinxalenye ebalulekileyo yokhuphiswano oluphambili lwamashishini ezinto ezimbi ze-electrode.
2. Izithintelo eziphezulu zeshishini kunye nokunyuka okukhawulezayo kokugxilwa kweemarike
I-Capital, iteknoloji kunye nabathengi bakha izithintelo ezininzi zoshishino, kwaye isikhundla samashishini eentloko ezimbi siyaqhubeka sisomeleza.Okokuqala, izithintelo zenkunzi, iteknoloji yezixhobo ezingalunganga, uphando lwemveliso entsha kunye nophuhliso, isikali soshishino, ikhonkco yezoshishino phezulu kunye nokuhlelwa kwezantsi, njl., kufuna ixesha elide lotyalo-mali olukhulu, kwaye inkqubo ayiqinisekanga, kukho iimfuno ezithile. kumandla emali yamashishini, kukho imiqobo eyinkunzi.Okwesibini yimiqobo yobugcisa, emva kokungena kweshishini, ukuphuculwa okuqhubekayo kwenkqubo yokuvelisa kufuna ukuba ishishini libe nemvelaphi enzulu yobugcisa, kunye nophando olunzulu malunga nokukhethwa kwezinto eziluhlaza kunye neenkcukacha zenkqubo, kunye nemiqobo yobugcisa ihambelana noko. phezulu.Okwesithathu, izithintelo zabathengi, ngenxa yezinto ezifana nemveliso kunye nomgangatho, abathengi abaphantsi komgangatho ophezulu bahlala beseka ubudlelwane bentsebenziswano kunye neenkampani eziphathekayo ze-anode, kwaye ngenxa yokuba abathengi baqaphele kakhulu ekukhetheni imveliso, izinto aziyi kutshintshwa ngokuthanda emva kokungena. inkqubo yokubonelela, ukubambelela kwabathengi kuphezulu, ngoko ke imiqobo yabathengi beshishini iphezulu.
Imiqobo yoshishino iphezulu, amandla eengxoxo amashishini ahamba phambili abekwe phezulu, kwaye ukuxinwa kweshishini le-electrode elibi liphezulu.Ngokwedatha yebhetri ye-lithium yobuchwepheshe obuphezulu, i-electrode negative industry concentration yaseTshayina i-CR6 inyuke ukusuka kuma-50% ngo-2020 ukuya kuma-80% ngo-2021, kwaye ugxininiso lwemarike lonyuke ngokukhawuleza.
3. Izinto ze-graphite anode zisezona ziqhelekileyo, kwaye izinto ezisekelwe kwi-silicon zinamandla amakhulu okusetyenziswa kwixesha elizayo
Iingenelo ezibanzi zezinto ze-graphite anode ziyabonakala, kwaye iyona nto iphambili ye-lithium yebhetri ye-anode yezixhobo ixesha elide.Ngokutsho kwedatha ye-lithium ye-high-tech, ngo-2022, isabelo semarike ye-graphite anode materials malunga ne-98%, ngokukodwa izinto eziphathekayo ze-graphite anode, kwaye isabelo sayo semarike sifikelele kwi-80%.
Xa kuthelekiswa nemathiriyeli yegraphite, i-silicon-based negative electrode imathiriyeli inomthamo wethiyori ephezulu kwaye luhlobo olutsha lwemathiriyeli ye-electrode engalunganga enokuthi isebenzise amandla amakhulu.Nangona kunjalo, ngenxa yokuvuthwa kobugcisa kunye neengxaki ezihambelanayo nezinye izinto ze-electrode engalunganga, izinto ezisekelwe kwi-silicon azikasetyenziswa kwinqanaba elikhulu.Ngokuphuculwa okuqhubekayo kweemfuno zokunyamezela kwezithuthi zamandla amatsha, izinto ze-lithium ibhetri ye-anode nazo ziphuhliswa kwicala lamandla athile aphezulu, kwaye uphando kunye nophuhliso kunye nokuqaliswa kwezixhobo ze-silicon-based anode kulindeleke ukuba zikhawuleze.
Ixesha lokuposa: Nov-02-2023