Boholo ba 'maraka oa graphite anode ea maiketsetso le ponelopele
Litlhokahalo tse tlase tsa lithium ho boloka kholo e phahameng, sebaka sa 2021-2025 se seng se mpe sa kholo ea thepa se batla se le makhetlo a 2. Ho latela data, ka 2021, thepa ea China ea thepa e mpe ea elektrode e fihlile ho lithane tse 720,000, keketseho ea 97% e lebelletsoe ho 2025, tlhokahalo ea lefats'e ea lisebelisoa tse mpe tsa elektrode e fihlile ho lithane tse limilione tse 2,23, tseo thomello ea lapeng e fihletseng lithane tse limilione tse 2.08. ha e bapisoa le 2021 e na le sebaka sa kholo ka makhetlo a 2, CAGR e fetang 30%.
Ka 2021, thepa ea malapeng ea maiketsetso ea graphite e ile ea feta lithane tse 600,000, keketseho ea 97%, e ikarabellang bakeng sa 84%, e tšoanang le nako e tšoanang selemong se fetileng, ka ho potlakisa bokhoni ba tlhahiso ea graphite ea baetsi ba li-electrode tse mpe, ho lebeletsoe hore ka 2025. thomello ea li-graphite ea maiketsetso ea malapeng e fihletse lithane tse limilione tse 1.79, e leng se bakileng keketseho e 'ngoe ho isa ho 86%; Ka 2021, thomello ea graphite ea tlhaho ea malapeng e feta lithane tse 100,000, e ikarabellang bakeng sa 14%, ka kholo ea tlhokahalo ea betri ea bareki le BYD le bahlahisi ba bang ba matla ho eketsa theko ea graphite ea tlhaho, ho lebeletsoe hore ka 2025 ho romeloe graphite ea tlhaho ea lithane tse ka bang 240,000, tlaleho. bakeng sa 11%.
Mmaraka oa silicon-based negative electrode o ntse o hola ka potlako mme thomello e lebelletsoe ho eketseha haholo. Ho latela data, thomello ea li-electrode tse mpe tsa silicon ka 2021 e fihlile ho lithane tse 11,000, + 83% selemo le selemo, e leng karolo ea 1.5% ea thepa e mpe ea li-electrode. Ka tlhahiso e boima ea libeteri tsa Tesla 4680 le ho phahamisa le ho sebelisoa ha libeteri tse kholo tsa cylinder, ho lebeletsoe hore thepa ea li-electrode e fosahetseng ea silicon e tla fihla ho lithane tse 55 000 ka 2025, e leng sebaka se fetang makhetlo a mane ho feta 2021, le CAGR e tla fihla ho 50% ka 2020-2025, e ikarabellang bakeng sa 2.2%. Kaha electrode e mpe e thehiloeng ho silicon hangata e kenngoa ka har'a electrode e mpe ea graphite e nang le silicon doped ratio e ka tlase ho 10%, ho lebelletsoe hore thomello ea thepa e kopaneng ea silicon ka 2025 e lebelletsoe ho fihla ho lithane tse fetang 450,000 (e baloang ke 50). % ea silicon carbon le silicon oksijene), e ikarabellang ho feta 20% ea thomello eohle ea thepa e mpe.