Artificial graphite anode kayan kasuwa girman da hasashen
Buƙatun lithium na ƙasa don kiyaye babban girma, 2021-2025 mummunan sararin haɓaka kayan abu ya kusan sau 2. Bisa kididdigar da aka yi, an ce, a shekarar 2021, jigilar kayayyaki marasa kyau na kasar Sin ya kai tan 720,000, wanda ya karu da kashi 97 cikin 100, ana sa ran zuwa shekarar 2025, bukatar kayayyakin da ba a iya amfani da su ba a duniya ya kai tan miliyan 2.23, inda jigilar kayayyaki a cikin gida ta kai tan miliyan 2.08. idan aka kwatanta da 2021 yana da kusan sau 2 girman sararin girma, CAGR na sama da 30%.
A cikin 2021, jigilar kayayyaki na wucin gadi na cikin gida ya wuce ton 600,000, haɓakar 97%, yana lissafin 84%, daidai da daidai wannan lokacin a bara, tare da haɓaka ƙarfin samar da graphite na wucin gadi na masana'antun lantarki mara kyau, ana tsammanin nan da shekarar 2025. jigilar graphite wucin gadi na cikin gida ya kai tan miliyan 1.79, wanda ke yin ƙarin haɓaka zuwa 86%; A cikin 2021, jigilar kayayyaki na gida na gida ya wuce tan 100,000, yana lissafin kashi 14%, tare da haɓaka buƙatun batir masu amfani da BYD da sauran masu kera wutar lantarki don haɓaka siyan graphite na halitta, ana tsammanin jigilar kayayyaki ta dabi'a ta 2025 na kusan tan 240,000, lissafin. don 11%.
Kasuwancin siliki mara kyau na lantarki yana fuskantar haɓaka cikin sauri kuma ana tsammanin jigilar kayayyaki zai karu sosai. Dangane da bayanan, jigilar siliki mara kyau na cikin gida a cikin 2021 ya kai ton 11,000, + 83% shekara-shekara, yana lissafin 1.5% na jigilar kayan lantarki mara kyau. Tare da yawan samar da batura na Tesla 4680, da haɓakawa da aikace-aikacen manyan batura na Silinda, ana sa ran jigilar gurɓataccen wutar lantarki ta siliki ta kasar Sin za ta kai ton 55,000 a shekarar 2025, wanda ya ninka sararin girma sau huɗu idan aka kwatanta da shekarar 2021, kuma CAGR zai kai 50% a cikin 2020-2025, yana lissafin 2.2%. Tun da silica-based korau electrode yawanci doped cikin graphite korau electrode tare da silicon doped rabo na kasa da 10%, ana sa ran cewa doped silicon composite abu jigilar kayayyaki a 2025 ana sa ran isa fiye da 450,000 ton (lasafta ta 50). % na silicon carbon da silicon oxygen), lissafin sama da 20% na jimlar jigilar kayayyaki mara kyau.