Izinto ezenziweyo zegraphite anode ubungakanani kunye noqikelelo
Imfuno ye-lithium esezantsi yokugcina ukukhula okuphezulu, i-2021-2025 indawo engalunganga yokukhula kwezinto eziphathekayo phantse ngamaxesha angama-2. Ngokutsho kwedatha, ngo-2021, ukuthunyelwa kwe-China yezinto ezimbi ze-electrode zafikelela kwiitoni ezingama-720,000, ukwanda kwe-97%, kulindeleke ukuba ku-2025, imfuno yehlabathi yezinto ezimbi ze-electrode yafikelela kwi-2.23 yezigidi zeetoni, apho ukuthunyelwa kwasekhaya kwafikelela kwi-2.08 yezigidi zeetoni, xa kuthelekiswa no-2021 iphantse yaphinda kabini indawo yokukhula, i-CAGR engaphezulu kwe-30%.
Ngo-2021, ukuthunyelwa kwegraphite yasekhaya eyenziweyo kudlula iitoni ezingama-600,000, ukwanda kwama-97%, kubalelwa kuma-84%, ngexesha elifanayo kulo nyaka uphelileyo, kunye nokukhawuleziswa komthamo wemveliso yegraphite eyenziweyo yabenzi be-electrode engalunganga, kulindeleke ukuba ngo-2025 Ukuthunyelwa kwegraphite eyenziwe ekhaya kufikelele kwi-1.79 yezigidi zeetoni, nto leyo ethetha ukonyuka okungaphezulu ukuya kuma-86%; Ngo-2021, ukuthunyelwa kwegraphite yendalo yasekhaya yadlula iitoni ezingama-100,000, iakhawunti ye-14%, kunye nokukhula kwemfuno yebhetri yabathengi kunye ne-BYD kunye nabanye abavelisi bamandla ukunyusa ukuthengwa kwegraphite yendalo, kulindeleke ukuba i-2025 ithumele igraphite yendalo ephantse ibe yi-240,000 yeetoni, i-accounting. nge-11%.
Imakethi ye-silicon-based negative electrode ikhula ngokukhawuleza kwaye ukuthunyelwa kulindeleke ukuba kunyuke kakhulu. Ngokwedatha, ukuthunyelwa kwe-silicon-based negative electrode yasekhaya ngo-2021 yafikelela kwiitoni ezili-11,000, + 83% unyaka nonyaka, ibalwa kwi-1.5% yokuthunyelwa kwe-electrode engalunganga. Ngokuveliswa kweebhetri ze-Tesla 4680 kunye nokukhuthazwa kunye nokusetyenziswa kweebhetri ezinkulu ze-cylinder, kulindeleke ukuba ukuthunyelwa kwe-silicon-based negative electrode yaseChina kuya kufikelela kwiitoni ezingama-55,000 ngo-2025, okungaphezu kokuphindwe kane indawo yokukhula xa kuthelekiswa no-2021, kwaye i-CAGR iya kufikelela kwi-50% ngo-2020-2025, ibalwa kwi-2.2%. Kuba i-electrode engalunganga esekwe kwisilicon idla ngokufakwa kwigraphite negative electrode ene-silicon doped ratio engaphantsi kwe-10%, kulindeleke ukuba ukuhanjiswa kwezinto ezihlanganisiweyo zesilicon ngo-2025 kulindeleke ukuba kufikelele ngaphezulu kwe-450,000 yeetoni (ezibalwe ngama-50). I-% ye-silicon carbon kunye ne-silicon oksijini), ibalwa ngaphezu kwe-20% yokuthunyelwa kwezinto ezingalunganga.