Kukula kwa msika wa graphite anode ndi zoneneratu
Kutsika kwa lithiamu kumafuna kusunga kukula kwakukulu, 2021-2025 danga la kukula kwa zinthu zoipa ndi pafupifupi 2 nthawi. Malinga ndi deta, mu 2021, China katundu wa zinthu zoipa elekitirodi anafika matani 720,000, chiwonjezeko 97%, akuyembekezeka 2025, kufunika padziko lonse zinthu zoipa elekitirodi anafika matani 2.23 miliyoni, amene katundu zoweta anafika matani 2.08 miliyoni, poyerekeza ndi 2021 ili ndi malo pafupifupi 2 kukula, CAGR yoposa 30%.
Mu 2021, zoweta yokumba graphite zonyamula anadutsa matani 600,000, kuwonjezeka 97%, mlandu 84%, mofanana ndi nthawi ya chaka chatha, ndi mathamangitsidwe wa yokumba graphite kupanga mphamvu zoipa elekitirodi opanga, zikuyembekezeka kuti ndi 2025. zotumiza zapanyumba zopanga ma graphite zidafika matani 1.79 miliyoni, zomwe zidapangitsa kuti ziwonjezeke mpaka 86%; Mu 2021, zoweta zoweta zachilengedwe graphite katundu udaposa 100,000 matani, mlandu 14%, ndi kukula kwa ogula amafuna batire ndi BYD ndi ena opanga mphamvu kuonjezera kugula graphite zachilengedwe, akuyembekezeka 2025 graphite zachilengedwe kutumiza pafupifupi 240,000 matani, mlandu. kwa 11%.
Msika wa silicon-based negative electrode ukukula mwachangu ndipo kutumiza kukuyembekezeka kukwera kwambiri. Malinga ndi kafukufukuyu, zotumiza zapanyumba zokhala ndi ma silicon-based negative electrode mu 2021 zidafika matani 11,000, + 83% pachaka, zomwe zimawerengera 1.5% yazinthu zoyipa zama electrode. Ndi kupanga misa kwa mabatire a Tesla 4680 komanso kukwezeleza ndi kugwiritsa ntchito mabatire akuluakulu a silinda, zikuyembekezeredwa kuti kutumiza kwa silicon-based negative electrode ku China kudzafika matani 55,000 mu 2025, yomwe ndi yopitilira kanayi kukula kwa 2021, ndi CAGR ifika 50% mu 2020-2025, kuwerengera 2.2%. Popeza silicon-based negative electrode nthawi zambiri imalowetsedwa mu graphite negative electrode yokhala ndi silicon doped ratio yochepera 10%, akuyembekezeka kuti katundu wa silicon composite mu 2025 akuyembekezeka kufika matani opitilira 450,000 (owerengedwa ndi 50). % ya silicon carbon ndi silikoni mpweya), kuwerengera oposa 20% ya okwana kutumiza zinthu zoipa.