Artificial graphite anode mea kuai ka nui a me ka wanana

Ke koi aku nei ka lithium i lalo no ka mālama ʻana i ka ulu kiʻekiʻe, 2021-2025 ʻoi aku ka maikaʻi o ka ulu ʻana o nā mea waiwai ma kahi o 2 mau manawa. Wahi a ka ʻikepili, i ka makahiki 2021, ua hōʻea ka lawe ʻana o Kina i nā mea electrode maikaʻi ʻole i 720,000 tons, kahi piʻi o 97%, i manaʻo ʻia i 2025, ʻo ka noi honua no nā mea electrode maikaʻi ʻole i hiki i 2.23 miliona mau tons, kahi o nā moku kūloko i hiki i 2.08 miliona tons. hoʻohālikelike ʻia me 2021 he 2 mau manawa o ka ulu ulu ʻana, CAGR oi aku ma mua o 30%.

I ka makahiki 2021, ua ʻoi aku ka nui o ka hoʻouna ʻana i ka graphite artificial home ma mua o 600,000 tons, he piʻi o 97%, helu no 84%, like me ka manawa like i ka makahiki i hala, me ka wikiwiki o ka hana graphite artificial o nā mea hana electrode maikaʻi ʻole, ua manaʻo ʻia e 2025. ʻO ka hoʻouna ʻana i nā graphite artificial home i hōʻea i ka 1.79 miliona tons, no ka hoʻonui hou ʻana i 86%; I ka makahiki 2021, ua ʻoi aku ka nui o nā graphite kūlohelohe kūloko ma mua o 100,000 tons, helu no 14%, me ka ulu ʻana o ka noi pākaukau mea kūʻai aku a me BYD a me nā mea hana mana ʻē aʻe e hoʻonui ai i ke kūʻai ʻana i ka graphite kūlohelohe, manaʻo ʻia e 2025 nā moku graphite kūlohelohe kokoke i 240,000 tons. no 11%.

Ke ulu nei ka mākeke electrode maikaʻi ʻole e pili ana i ka silicon a manaʻo ʻia e hoʻonui nui ʻia nā moku. Wahi a ka ʻikepili, ʻo ka hoʻouna ʻana i nā electrode maikaʻi ʻole i loko o ka hale i ka makahiki 2021 a hiki i 11,000 tons, + 83% i kēlā me kēia makahiki, e helu ana no 1.5% o nā hoʻouna waiwai electrode maikaʻi ʻole. Me ka hana nui ʻana o Tesla 4680 a me ka hoʻolaha ʻana a me ka hoʻohana ʻana i nā pihi cylinder nui, ua manaʻo ʻia e hiki i nā moku electrode maikaʻi ʻole o Kina e hōʻea i 55,000 tons i 2025, ʻoi aku ia ma mua o ʻehā mau manawa o ka ulu ʻana i hoʻohālikelike ʻia me 2021, a e hōʻea ka CAGR i 50% i 2020-2025, helu no 2.2%. Ma muli o ka hoʻopili pinepine ʻia ʻana o ka electrode maikaʻi ʻole e pili ana i ka silicon i loko o ka graphite negative electrode me kahi ratio doped silicon ma lalo o 10%, ua manaʻo ʻia ʻo ka doped silicon composite material shipment ma 2025 e manaʻo ʻia e hiki aku ma mua o 450,000 tons (helu ʻia e 50). % o ke kalapona kalapona a me ka oxygen silika), ʻoi aku ma mua o 20% o ka nui o nā hoʻouna o nā mea maikaʻi ʻole.