Qalabka graphite anode-ka macmalka ah ee suuqa cabbirka iyo saadaasha

Baahida lithium-ka hoose si loo ilaaliyo kobaca sare, 2021-2025 meel kobaca agabka taban waa ku dhawaad ​​2 jeer. Sida laga soo xigtay xogta, 2021, shixnadaha Shiinaha ee alaabta electrode taban gaaray 720,000 tons, koror ah 97%, ayaa la filayaa in 2025, baahida caalamiga ah ee qalabka electrode taban gaaray 2.23 million tons, kuwaas oo shixnadaha gudaha gaaray 2.08 million tons. marka la barbar dhigo 2021 waxay leedahay ku dhawaad ​​2 jeer booska kobaca, CAGR in ka badan 30%.

Sannadkii 2021, shixnadaha garaafyada macmalka ah ee gudaha ayaa ka sarreeyay 600,000 tan, korodhka 97%, xisaabinta 84%, isla muddadaas sannadkii hore, iyada oo la dardargelinayo awoodda wax soo saarka garaafyada macmalka ah ee soosaarayaasha elektaroonigga ah, waxaa la filayaa in 2025 Shixnadaha garaafka macmalka ah ee gudaha ayaa gaaray 1.79 milyan oo tan, taasoo ka dhigan in ay korortay 86%; Sannadka 2021, shixnadaha garaafyada dabiiciga ah ee waddanku waxay dhaafeen 100,000 tan, oo xisaabinaysa 14%, iyadoo kobaca baahida batteriga macaamiisha iyo BYD iyo soosaarayaasha kale ee tamarta si loo kordhiyo iibsashada garaafyada dabiiciga ah, ayaa la filayaa 2025 shixnadaha garaafyada dabiiciga ah ee ku dhawaad ​​​​240,000 tan, xisaabinta. 11%

Suuqa korantada taban ee ku saleysan silikoon ayaa la kulma kobac degdeg ah waxaana la filayaa in shixnaduhu ay si weyn u kordhaan. Marka loo eego xogta, shixnadaha korantada taban ee ku saleysan silikoon ee gudaha 2021 waxay gaareen 11,000 tan, + 83% sanad-sannadka, taasoo ka dhigan 1.5% shixnadaha walxaha korantada taban. Iyada oo wax soo saarka ballaaran ee baytariyada Tesla 4680 iyo kor u qaadida iyo codsiga baytariyada waaweyn ee dhululubada, waxa la filayaa in shixnadaha electrode taban ee Silicon-ku salaysan ee Shiinaha gaadhi doonaa 55,000 tan 2025, taas oo ka badan afar jeer booska koritaanka marka la barbar dhigo 2021, iyo CAGR waxay gaari doontaa 50% 2020-2025, taasoo ka dhigan 2.2%. Maadaama koronto-ku-saleysan silikoon-ku-saleysan sida caadiga ah lagu shubo graphite negative electrode oo leh saamiga silikoon doped ka yar 10%, waxaa la filayaa in shixnadaha silikoon-ku-salaysan ee 2025 la filayo inay gaaraan in ka badan 450,000 tan (oo lagu xisaabiyay 50). % ee kaarboonka silikoon iyo oksijiin silikoon), oo ka dhigan in ka badan 20% wadarta shixnadaha agabka taban.