Anode yaiwisi kupereka ndi kufunika ndi graphitization mphamvu

Ndemanga
1. Maganizo a anthu onse
Graphitization: kutulutsa mphamvu pofika pakati pa chaka chamawa
Zopangira: zaka ziwiri zikubwerazi zikuyembekezeka kukhala zosakhazikika kwambiri
2. Kusiyana ndi kugwiritsa ntchito singano coke coke ndi mafuta singano coke:
Zopangira zosiyanasiyana: mafuta - slurry opangidwa ndi mafuta, malasha - asphalt malasha.
Ntchito zosiyanasiyana: mafuta a singano a coke, coke coke coke coke coke coke coke amagwiritsidwa ntchito pa (ultra) electrode yamphamvu kwambiri; Mafuta a singano coke yaiwisi ndi yophika coke kwa electrode negative.
Chitukuko: Mndandanda wa malasha ukhoza kuchitika mtsogolo.
3. Njira yoperekera ndi kufunikira kwa mafuta a petroleum coke: njira zitatu zogwiritsira ntchito ma elekitirodi akumunsi + ophikira kale anode + ma elekitirodi opanda pake onse akuchulukirachulukira, pomwe mbali yoperekera sikukulitsa kupanga kapena kuchepetsa kuchuluka kwake, zomwe zimatsogolera kumitengo yokwera ndikutumizidwa kunja. Zogulitsa mwina sizingakwaniritse zofunikira.
4. Kukula kwa chomera cha anode kumtunda: Zhongke Electric ndi Anqing Petrochemical asayina mgwirizano wokhazikika, koma palibe kutenga nawo mbali kwenikweni kapena ndalama.
5. Chiŵerengero choyipa cha coke: mapeto apamwamba ndi coke ya singano yoyera, yosakanikirana pamapeto apakati, otsika-otsika ndi mafuta abwino a petroleum coke. Singano coke 30-40%, petroleum coke 60-70%. Matani a elekitirodi opanda pake okhala ndi petroleum coke matani 1.6-1.7.
6. graphitization mosalekeza: patsogolo pakali pano si abwino, ofanana ndi mafakitale diaphragm, komanso kudalira zida kuti apulumuke, tsogolo lopambana akhoza kuchepetsa kugwiritsa ntchito mphamvu ndi masiku kutumiza.

 

Q&A
1. Kupereka ndi kufuna ndi mtengo
Q: Kupereka ndi kufunikira kwa mawonekedwe ndi kuchepa kwa mtengo wa coke otsika sulfure?
A: Matani 1 miliyoni a coke otsika sulfure adzatumizidwa chaka chino, kuwerengera 60%. Ndi zokolola za 60%, matani 60/0.6=1 miliyoni a coke otsika sulfure adzakhala ofunikira. Kufuna kumaposa kupezeka, zomwe zimapangitsa kuti mitengo ikwere, ndipo mtengo wake ndi wopitilira 8000 yuan

Q: Kupereka ndi kufunikira kwa chaka chamawa, momwe zinthu ziliri pamtengo?
A: Low sulfure coke (coke petroleum coke) ali ndi ntchito zitatu: electrode, prebaked anode ndi negative electrode. Onse atatu akukula. Mbali yoperekera sinakulire kapena kuchepetsa kupanga, zomwe zimapangitsa kuti mitengo ikhale yokwera

Q: Mabizinesi a coke a Q2 akuwonjezeka mitengo, pali kutsika kutsika
A: Ningde Times ndi BYD satenga udindo wonse, koma atenga mbali yake. Fakitale ya cathode idzatenga mbali yake. Fakitale ya batire ya mzere wachiwiri imatha kuyendetsa. Yang'anani phindu laukonde pa tani, kuphatikizidwa ndi chiŵerengero cha graphitization, mtengo wa coke siwodziwikiratu

Q: Kodi matalikidwe a zinthu zoipa za Q2 ndi chiyani?
A: Ndizochepa, 10%, graphitization yosasinthika, Q1 yotsika sulfure coke pafupifupi 5000 yuan, Q2 pafupifupi 8000 yuan,

Q: Kupereka ndi kufuna kawonedwe kakutsika kwa mafuta a petroleum coke
A: (1) Zofuna zapakhomo zimaposa chakudya: kukula kwa mzati koipa ndikofulumira kwambiri, 40% + kukula kwa petroleum coke, petroleum coke m'zaka ziwiri zikubwerazi ndi mantha aakulu, chifukwa petrochina m'nyumba, kukula kwa Sinopec kumakhala kochepa, kupanga zoweta. Matani 30 miliyoni Chaka, 12% ndi otsika sulfure coke, sangathe kukwaniritsa zofuna zapakhomo.
(2) Zowonjezera: Tidzatumizanso coke kuchokera ku Indonesia, Romania, Russia ndi India. M'mayeso, kupita patsogolo kumakhala pang'onopang'ono, komwe sikungathe kukwaniritsa zofunikira za electrode yolakwika
(3) Chigamulo chamtengo: malo otsika a chaka chatha anali mu March, ndipo petroleum coke inali 3000 yuan/ton. Mpata wobwerera ku mtengo uwu ndi wochepa
(4) Mayendedwe amtsogolo: pakuwonjezeka kwa kuchuluka kwa magalimoto amagetsi, ma coke amafuta ochepa komanso ochepa amagwiritsidwa ntchito, ndipo mndandanda wamakala ndi njira yotheka.

 

Q: Kupereka kwapakatikati kwa coke ndi mawonekedwe ofunikira?
A: Medium sulfure coke imakhalanso yolimba, mwachitsanzo, matani 1 miliyoni a anode, 10% imfa ya graphitization, matani 1.1 miliyoni a graphitization, tani 1 ya graphitization imafuna matani 3 a sulfure coke yapakati, amafunika matani 3.3 miliyoni a sulfure coke. kuthandizira

Q: Kodi pali zomera zilizonse zoipa zomwe zimapereka mafuta a petroleum coke kumtunda?
A: Zhongke Electric yasaina A strategic Cooperation ndi Anqing Petrochemical. Sindinamvepo za kutenga nawo mbali kwenikweni kwa equity kapena ndalama

Q: Kodi pali kusiyana kotani pakati pa mafakitale ang'onoang'ono ndi mafakitale akuluakulu monga Shanshan ndi Kaijin?
A :(1) makampani oipa sangathe kungowerengera kusiyana kwa mtengo. Pali chinthu chimodzi kapena ziwiri zomwe zimagwiritsidwa ntchito m'makampani oyipa, ambiri mwazopangidwa ndi munthu payekha.
(2) Mafakitale ang'onoang'ono alibe zabwino pazogulitsa wamba, motero amayenera kutsitsa mitengo kuti akwaniritse msika. Ngati mafakitale ang'onoang'ono apeza ukadaulo ndikuphunzira zinthu zapamwamba komanso zopangidwa ndi munthu payekha, zitha kupanga zabwino. Ngati mafakitale akulu sapanga zinthu zaumwini, amatha kupanga zinthu wamba.

 

2, gulu la petroleum coke ndikugwiritsa ntchito
Q: Kodi zofunika kumtunda zinthu coke mizati zoipa zosiyanasiyana?
A: (1) Gulu: pali magwero anayi a coke negative, coke low sulfur petroleum coke, oily needle coke, malasha singano coke, malasha asphalt coke.
(2) gawo: otsika sulfure coke amawerengera 60%, singano coke 20-30%, ena onse ndi malasha phula coke.

Q: Kodi gulu la jiao ndi lotani?
A: Makamaka ogawanika mafuta ndi malasha, mafuta akhoza kugawidwa mu mafuta wamba coke, singano coke; Malasha akhoza kugawidwa mu coke wamba, singano coke, phula coke

Q: Kodi mafuta a petroleum coke amatha bwanji kugwiritsa ntchito matani a ma elekitirodi opanda pake
A: Koloko yoyera ya petroleum, 1 yogawidwa ndi 0.6-0.65, ikufunika matani 1.6-1.7

 

Q: Kusiyana ndi kugwiritsa ntchito malasha singano coke ndi mafuta singano coke
A: (1) zosiyanasiyana zopangira: (1) mafuta, kuyenga mafuta kusankha A apamwamba kalasi ya slurry, yosavuta processing ndi mafuta coke, ngati mwa mpweya ndi sulfure coke, akhoza kukokedwa mu singano coke; ② Miyezo ya malasha, mofananamo, sankhani phula la malasha lapamwamba kwambiri
(2) ntchito zosiyanasiyana: (1) mafuta singano coke, malasha singano coke coke ntchito (wapamwamba) mkulu mphamvu elekitirodi; ② Mafuta a singano coke yaiwisi, coke yophika chifukwa cha zoipa, malasha opanda zochepa, koma palinso opanga omwe amagwiritsidwa ntchito monga Zichen, Shanshan, Kaijin, malasha atatha kuwonjezera ntchito, China ndi dziko lopanga malasha.

Q: Ubwino wa singano ya malasha coke
A: Mafuta-mndandanda wa singano coke ndi pafupifupi 2000-3000 yuan okwera mtengo kuposa malasha-mndandanda singano coke. Coal-series singano coke ili ndi phindu pamtengo

Q: Chiyembekezo chamtsogolo chamtsogolo chapakati pa sulfur petroleum coke
A: Elekitirodi yolakwika imagwiritsidwabe ntchito posungira mphamvu, yokhala ndi zofunikira zochepa zosungira mphamvu komanso mphamvu zochepa

Q: Kodi pali kusiyana kulikonse pakugwira ntchito mukagwiritsidwa ntchito pa electrode yoyipa
A: Kusiyanitsa kwa singano ya malasha sikuli kwakukulu, Zichen, fir yaku China imagwiritsidwa ntchito, muyeso wa malasha wamba wa asphalt coke ungagwiritsidwenso ntchito posungira mphamvu.

 

Q: Kodi ndizovuta kupanga singano coke kuchokera ku petroleum coke?
A: Oil singano coke kupanga mphamvu matani 1.18 miliyoni, ndondomeko si zovuta kwambiri, kudzera kujambula coke mu singano coke, makamaka kusankha A bwino slurry kuchita, vuto panopa ndi kuti mabizinezi zoipa ndi kumtunda singano coke kuwombola si A. zambiri, ngati Mgwirizano wambiri, kafukufuku wotsatira ndi chitukuko, mgwirizano uyenera kuchitidwa

Q: Kodi zidazo zidzasakanizidwa?
A: Njira zitatu: mafuta a petroleum coke, coke ya singano, petroleum coke + coke ya singano. Mafuta a petroleum coke ali ndi ntchito yabwino ya kinetic, graphitization yosavuta, kuchuluka kwakukulu komanso kuphatikizika kwakukulu, ndipo ziwirizi ndi zogwirizana. Kumapeto kwapamwamba kumagwiritsa ntchito coke ya singano yoyera, mapeto apakati amagwiritsa ntchito osakanikirana, otsika amagwiritsa ntchito mafuta a petroleum coke.

Q: Kodi chiŵerengero chofananira ndi chiyani
A: singano coke 30-40%, petroleum coke 60-70%

 

3, carbon ndi silicon anode
Q: Kodi chikoka cha chitukuko cha silicon carbon anode pa petroleum coke ndi singano coke ndi chiyani?
A: (1) Mlingo: chaka chatha, matani 3500 a silicon monomer, 80% ya voliyumu ya Beitre ndi yayikulu kwambiri, silinda yogwiritsidwa ntchito kwambiri, Panasonic, LG idagwiritsa ntchito silicon oxygen, Samsung idagwiritsa ntchito nano-silicon. Kampani C ikufunika kupanga chipolopolo chochuluka, chomwe chachedwa. Kupanga kwakukulu kwa Q1 chaka chamawa kudzakhala 10GWH, komwe kumafunikira matani pafupifupi 1000 molingana ndi 10% kuphatikiza.
(2) Phukusi lofewa: chifukwa cha kukula kwa silicon, ndizovuta kugwiritsa ntchito
(3) pakachitsulo: kapena ndi njira kusanganikirana, Panasonic 4-5 mfundo za pakachitsulo mpweya, 60% zachilengedwe + 40% yokumba graphite (mafuta coke), akhoza kusakaniza singano coke, makamaka malinga ndi ntchito mankhwala.

Q: Kodi silicon mu carbon anode mkulu chiyero silikoni?
A: Imodzi ndi silicon oxygen ndipo ina ndi nano-silicon.
(1) silicon mpweya: pakachitsulo + silicon dioxide otentha kusanganikirana anachita mu silika, silika paliponse, zofunika pakachitsulo si mkulu, kugula wamba pakachitsulo zitsulo kungakhale, mtengo wa 17,000-18,000.
(2) nano-silicon: chiyero cha 99.99% (4 9) kapena kupitilira apo, mu photovoltaic pazofunikira zoyipa zama elekitirodi, chiyero choposa 6 9.

 

4. Ubwino ndi kuipa kwa Sunstone
Q: Kodi pali mwayi uliwonse kuti amalonda azichita zinthu zoipa, monga Socom?
A :(1) suutong imagula matani 4 miliyoni a petroleum coke Chaka, ndipo makampani onse olakwika amapeza matani 1 miliyoni, omwe ndi okulirapo ka 4. Ili ndi ubwino wa voliyumu. Pali ochepa omwe amalumikizana mwachindunji ndi CNPC ndi sinopec, makamaka amalonda, chifukwa malonda amakambidwa kwambiri
(2) makampani mtengo azimuth: mafuta coke makampani kumayambiriro kwa chaka ndi mapeto a mtengo ndi mkulu, chifukwa katundu mmwamba, mu May ndi June, otsika sulfure, sing'anga sulfure mafuta coke anagwa 10-15%, chifukwa wa kufufuza zambiri, mu October ndipo anayamba kusunga, mtengo adzauka kachiwiri

Q: Kodi opanga zoipa adzagula petroleum coke mwachindunji? Ubwino wa Sotone uli kuti?
Yankho: Ambiri amagulidwabe kwa amalonda. Voliyumuyo ndi yaying'ono kwambiri kuti ingagulidwe ndi CNPC ndi Sinopec. Koke ya sulfure yapamwamba, yapakati ndi yochepa imapangidwa

 

5, graphite yokumba ndi graphite zachilengedwe
Q: Kugwiritsa ntchito graphite yachilengedwe
A :(1) ambiri a iwo ntchito kunja. Mphamvu ya LG imagwiritsa ntchito theka lachilengedwe komanso theka lachilengedwe. Mafakitale akuluakulu apakhomo B ndi C amagwiritsanso ntchito mbali yachilengedwe, yomwe ili pafupifupi 10%.
(2) zolakwika za graphite zachilengedwe: graphite yosasinthidwa imakhala ndi zovuta zambiri, monga kukula kwakukulu, kusayenda bwino.
(3) Chiweruzo chamakono: ngati zachilengedwe zimagwiritsidwa ntchito pang'onopang'ono ku China, tikulimbikitsidwa kuti tigwiritse ntchito kuchokera kumagalimoto otsika. Zidzakhala zosavuta kukhala ndi mavuto ndi magalimoto apamwamba osakanikirana mwachindunji ndi 20-30%.

Q: Kodi pali kusiyana kotani pakati pa graphite zachilengedwe ndi graphite yokumba?
A: Ma graphite achilengedwe ali kale graphite pansi. Pambuyo pickling, amakhala wosanjikiza graphite. Akakulungidwa, amakhala Mpira wachilengedwe wa graphite
Ubwino: otsika mtengo, okwera kwambiri (360GWH), kuphatikizika kwakukulu;
Zoipa: kusayenda bwino panjinga, kukulitsa kosavuta, kusachita bwino kwa kutentha kwambiri

 

Q: Kodi luso laukadaulo la graphite anode lafalikira kuti aliyense athe kupanga zinthu zofananira?
Yankho: Ndizowona kuti pali kufalikira kwaukadaulo. Tsopano pali zomera zazing'ono zambiri. Kuyambira pakati pa chaka chatha mpaka pano, chomera choyipacho chatulutsa matani 6 mpaka 7 miliyoni.
(1) Pali mawerengedwe awiri. Matani 300,000 azinthu zomalizidwa ndi matani 100,000 a graphitization amayikidwa. Deta yonse ndi yayikulu.
(2) Kukonzekera kwa m'deralo ndi kwakukulu, boma likufunanso, likufuna kudzuka ntchito;
(3) Ponseponse, mphamvu yogwira ntchito ikhoza kukhala 20% yokha, kulengeza mphamvu m'dzina lochita zoipa, kwenikweni, ndi ndondomeko, OEM, kufalikira kwa teknoloji kapena pakhomo.

Q: Kugwiritsa ntchito zachilengedwe kunyumba ndizochepa, kodi zimagwirizana ndi ukadaulo wolakwika, kodi ukadaulo wolakwika wakunja uli bwino?
A: (1) Kunja: Samsung ndi LG akhala akugwiritsa ntchito zinthu zachilengedwe kwa nthawi yayitali ndipo ukadaulo wawo ndi wokhwima, kotero kuti kusagwira bwino ntchito kwachilengedwe kudzakhala kochepa kuposa ku China.
(2) Zoweta: ① pamaso BYD ndi graphite zachilengedwe ndi oyambirira, BYD panopa 10% ya graphite zachilengedwe, basi ndi ena graphite zachilengedwe, theka ndi theka, Han, Tang, chisindikizo akugwiritsa ntchito graphite yokumba, otsika mapeto magalimoto angayerekeze. ntchito.
Kugwiritsa ntchito kwakukulu kwa ningde ndi graphite yokumba, graphite yachilengedwe siyothandiza.

Q: Kodi mtengo wachilengedwe wa graphite anode ukuwonjezeka?
A: Kutengera momwe msika ulili, mitengo idzakwera ndipo padzakhala kusintha kwamitengo

 

6, graphitization mosalekeza
Q: Kupita patsogolo kwa graphitization mosalekeza?
A :(1) zomwe zikuchitika panopa si zabwino, tsopano graphitization ndi bokosi-mtundu ng'anjo, acheson ng'anjo, mosalekeza graphitization ndi ofanana makampani diaphragm, komanso zimadalira zipangizo.
(2) Kampani ina ya ku Japan imagwira ntchito bwino. 340kg / WH ndi pansi mankhwala alibe mavuto aakulu, pamene 350kg / WH ndi mkulu mphamvu si wokhazikika.
(3) graphitization mosalekeza ndi malangizo chitukuko chabwino, tani imodzi ikufunika 4000-5000 KWH magetsi, tsiku limodzi kubala mankhwala, bokosi ng'anjo, Aitchison ng'anjo masiku atatu kapena anayi kubala mankhwala, pambuyo chiweruzo ndi chikhalidwe njira adzakhala limodzi.


Nthawi yotumiza: Jun-20-2022