Usayizi wemakethe wezisetshenziswa ze-graphite anode kanye nesibikezelo
Isidingo se-lithium esiphansi sokugcina ukukhula okuphezulu, isikhala sokukhula esingesihle se-2021-2025 sicishe sibe izikhathi ezi-2. Ngokusho kwedatha, ngo-2021, ukuthunyelwa kwe-electrode engalungile yaseChina kwafinyelela amathani angama-720,000, ukwanda kwama-97%, kulindeleke ku-2025, isidingo somhlaba wonke sezinto ezingezinhle ze-electrode sifinyelele amathani ayizigidi ezingu-2.23, lapho ukuthunyelwa kwasekhaya kufinyelele amathani ayizigidi ezingu-2.08, uma kuqhathaniswa no-2021 cishe inesikhala sokukhula esiphindwe izikhathi ezi-2, i-CAGR engaphezu kwama-30%.
Ngo-2021, ukuthunyelwa kwe-graphite yokwenziwa yasekhaya kudlule amathani angama-600,000, ukwanda kwama-97%, okulinganiselwa ku-84%, okufana nesikhathi esifanayo ngonyaka odlule, ngokusheshisa kokukhiqizwa kwe-graphite yokwenziwa kwabakhiqizi bama-electrode angalungile, kulindeleke ukuthi ngo-2025. ukuthunyelwa kwe-graphite yokwenziwa yasekhaya kufinyelele kumathani ayizigidi eziyi-1.79, okwenza kube nokukhuphuka okwengeziwe kuye kuma-86%; Ngo-2021, ukuthunyelwa kwe-graphite yemvelo yasekhaya kudlule amathani ayi-100,000, okubalelwa ku-14%, ngokukhula kwesidingo sebhethri labathengi kanye ne-BYD nabanye abakhiqizi bamandla ukukhulisa ukuthengwa kwe-graphite yemvelo, kulindeleke ukuthi ngo-2025 ukuthunyelwa kwe-graphite yemvelo cishe kumathani angama-240,000, ukubala. ngo-11%.
Imakethe ye-electrode engemihle esekwe ku-silicon ikhula ngokushesha futhi ukuthunyelwa kulindeleke ukuthi kukhuphuke kakhulu. Ngokwemininingwane, ukuthunyelwa kwama-electrode angemahle asuselwa ku-silicon asekhaya ngo-2021 kufinyelele amathani ayi-11,000, +83% unyaka nonyaka, okubalelwa ku-1.5% wokuthunyelwa kwezinto ezingezinhle zama-electrode. Ngokukhiqizwa okukhulu kwamabhethri e-Tesla 4680 kanye nokukhuthazwa kanye nokusetshenziswa kwamabhethri amakhulu esilinda, kulindeleke ukuthi ukuthunyelwa kwe-electrode negative esekelwe ku-silicon yaseChina kuzofinyelela amathani angu-55,000 ngo-2025, okungaphezu kwesikhala sokukhula esiphindwe kane uma kuqhathaniswa no-2021, futhi i-CAGR izofinyelela ku-50% ngo-2020-2025, ibalwa ku-2.2%. Njengoba i-electrode negative esekelwe ku-silicon imvamisa ifakwa ku-electrode negative graphite ene-silicon doped ratio engaphansi kuka-10%, kulindeleke ukuthi ukuthunyelwa kwezinto ezibonakalayo okuyinhlanganisela ye-silicon ngo-2025 kulindeleke ukuthi kufinyelele kumathani angaphezu kuka-450,000 (abalwe ngama-50). % ye-silicon carbon ne-silicon oxygen), ebalwa ngaphezu kuka-20% wesamba sokuthunyelwa kwezinto ezingezinhle.