Artificial graphite anode khoom lag luam loj thiab kev kwv yees
Downstream lithium xav tau kom muaj kev loj hlob siab, 2021-2025 qhov chaw loj hlob tsis zoo yog ze li 2 zaug. Raws li cov ntaub ntawv, xyoo 2021, Tuam Tshoj txoj kev xa khoom ntawm cov khoom tsis zoo electrode mus txog 720,000 tons, nce ntawm 97%, xav tias mus txog 2025, lub ntiaj teb kev thov rau cov khoom tsis zoo electrode mus txog 2.23 lab tons, ntawm cov khoom xa tuaj hauv tsev mus txog 2.08 lab tons, piv nrog 2021 muaj ze li ntawm 2 npaug ntawm qhov chaw loj hlob, CAGR ntawm ntau dua 30%.
Nyob rau hauv 2021, domestic khoom graphite khoom xa tuaj tshaj 600,000 tons, nce 97%, accounting rau 84%, tib yam li tib lub sij hawm xyoo tas los, nrog rau acceleration ntawm dag graphite tsim muaj peev xwm ntawm tsis zoo electrode manufacturers, nws xav tias los ntawm 2025. domestic khoom graphite xa khoom mus txog 1.79 lab tons, suav txog kev nce ntxiv mus rau 86%; Nyob rau hauv 2021, domestic natural graphite xa khoom ntau tshaj 100,000 tons, accounting rau 14%, nrog rau kev loj hlob ntawm cov neeg siv roj teeb thov thiab BYD thiab lwm yam fais fab manufacturers kom nce kev yuav khoom ntawm ntuj graphite, xav kom 2025 natural graphite xa khoom ntawm ze li ntawm 240,000 tons, accounting rau 11%.
Kev lag luam silicon-raws li tsis zoo electrode kev lag luam tab tom muaj kev loj hlob sai thiab kev xa khoom yuav tsum nce ntxiv. Raws li cov ntaub ntawv, kev xa khoom hauv tsev silicon-raws li tsis zoo electrode hauv xyoo 2021 mus txog 11,000 tons, +83% xyoo-rau-xyoo, suav txog 1.5% ntawm cov khoom xa tawm tsis zoo electrode. Nrog rau kev tsim khoom loj ntawm Tesla 4680 roj teeb thiab kev nce qib thiab siv cov roj teeb lub tog raj kheej loj, nws xav tias Tuam Tshoj cov khoom siv hluav taws xob tsis zoo silicon yuav ncav cuag 55,000 tons hauv 2025, uas yog ntau tshaj plaub npaug ntawm qhov chaw loj hlob piv nrog 2021, thiab CAGR yuav ncav cuag 50% hauv 2020-2025, suav txog 2.2%. Txij li thaum silicon-raws li tsis zoo electrode feem ntau yog doped rau hauv graphite tsis zoo electrode nrog silicon doped piv ntawm tsawg dua 10%, nws xav tias doped silicon composite cov khoom xa tuaj hauv 2025 yuav tsum ncav cuag ntau dua 450,000 tons (xws li 50. % ntawm silicon carbon thiab silicon oxygen), suav txog ntau dua 20% ntawm tag nrho cov khoom xa tuaj ntawm cov khoom tsis zoo.