I. Cov Khoom Siv thiab Kev Siv: Los ntawm Cov Khoom Siv Hluav Taws Xob mus rau Core of Cutting-Edge Technology
Graphitized petroleum coke yog cov khoom ntawm graphitization roj av coke ntawm qhov kub ntawm ntau tshaj 2,800 degree. Nws muaj cov khoom siv hluav taws xob siab, cov tshuaj lom neeg ruaj khov thiab qis coefficient ntawm thermal expansion. Nws tuaj yeem raug categorized raws li nws cov purity:
98.5% purity: feem ntau yog siv rau hauv cam khwb cia hlau thiab alloy smelting los txo cov leej faj cov ntsiab lus ntawm castings thiab txhim khu cov carbon sib npaug;
99% purity: siv nyob rau hauv siab -kawg teb xws li lithium roj teeb anode cov ntaub ntawv, nuclear reactor moderator, aerospace siab - kub Cheebtsam, etc13.
Nws qhov kev thov qis qis yog nce sai, piv txwv li:
Hlau thiab hlau casting: siv los ua carbonizer los txhim kho lub zog ntawm cov hlau (xws li Tangshan cov khoom siv carbonizer xa tawm mus rau tim lyiv teb chaws) 68;
Lub zog tshiab: cov khoom purity siab rau cov ntaub ntawv lithium anode, tau txais txiaj ntsig los ntawm kev nthuav dav ntawm kev lag luam tsheb hluav taws xob;
Semiconductor thiab photovoltaic: siab thermal conductivity kom tau raws li qhov kev thov rau nti kub dissipation thiab photovoltaic crucible39.
Cov lus: Cov ntawv thov tseem ceeb thiab cov kev xav tau ntawm cov roj av graphitized coke
Daim ntawv thov teb Cov ntsiab lus tseem ceeb index Representative end products
Tshwj xeeb steel Sulfur ntsiab lus<0.05%, fixed carbon >98% Tsheb cav qhov chaw, cua zog bearings
Lithium roj teeb anode Purity Ntau dua los yog sib npaug rau 99%, siab vibration ceev Lub zog roj teeb anode cov ntaub ntawv
Nuclear kev lag luam Ultra- cov ntsiab lus boron tsawg, irradiation stability Nuclear reactor moderator
Qhov thib ob, cov qauv kev lag luam thoob ntiaj teb: qhov nce ntawm Tuam Tshoj lub peev xwm ntau lawm thiab kev hloov pauv hauv cheeb tsam
Raws li Beziers kev sab laj cov ntaub ntawv, nyob rau hauv 2024 lub ntiaj teb no graphitized roj av coke kev lag luam loj ntawm kaum ntawm billions ntawm yuan, Tuam Tshoj nyob rau hauv lub core mov txoj hauj lwm, thiab cov export kev loj hlob tus nqi tseem ceeb:
Ua kom muaj peev xwm ntau lawm: lub taub hau kev lag luam xws li Shandong Hengqiao Zog nrog lub peev xwm txhua xyoo ntawm 300,000 tons, Hunan XinCarbon Cov Khoom Tshiab nrog lub peev xwm txhua xyoo ntawm 45,000 tons, nrog rau kev loj hlob ntawm ntau tshaj 40% hauv peb lub xyoos dhau los 257;
Diversification ntawm export lag luam: ib txwm ua lag luam (Nyiv, Kauslim Teb, Teb chaws Europe thiab lub tebchaws United States) thiab cov lag luam tawm tshiab (Southeast Asia, Middle East, Africa). Piv txwv li, Hengqiao Zog cov khoom lag luam npog ntau tshaj 20 lub teb chaws, thiab Hunan Xin Carbon tau nkag mus rau cov saw hlau thoob ntiaj teb loj xws li Tata Group thiab Mittal257;
2030 kev cia siab ntawm kev loj hlob: lub ntiaj teb kev lag luam loj yuav tsum tau loj hlob ntxiv, nrog rau qhov nce ntxiv CAGR, ntawm qhov kev xav tau ntawm cov khoom siv hluav taws xob tshiab yuav ntau dua 30% 19.
Thib peb, thev naus laus zis ntawm kev lag luam hauv Suav teb: tus nqi, purity thiab ntsuab ntau lawm
Kev rhuav tshem cov kev lag luam txawv teb chaws vam khom peb txoj kev siv thev naus laus zis loj:
Txheej txheem innovation: Henan Dongfang Carbon tsim ib qho bitumen -dawb impregnation txheej txheem, shortening lub voj voog ntau lawm los ntawm 8 lub hlis mus rau 4 lub hlis thaum txo cov pa phem emissions3;
Cov Khoom Siv Kev ywj pheej: Hunan XinCarbon nws tus kheej tshawb fawb thiab tsim " ntsug siab-kub nruam graphitization cub", nrog rau lub zog-txuag tus nqi ntau dua 20%, thiab tau txais tsib lub teb chaws thiab thoob ntiaj teb patents2;
Tsawg- carbon transformation: Hebei Tianyi Carbon tsim 6MW pov tseg hluav taws xob hluav taws xob tsim hluav taws xob, ua kom muaj kev sib koom ua ke ntawm kev tsim muaj peev xwm thiab kev tiv thaiv ib puag ncig10.
Cov kev siv thev naus laus zis no tau muab cov khoom lag luam Suav muaj tus nqi tseem ceeb -kev ua tau zoo. Piv txwv li, Rizhao Hengqiao Carbon tus nqi 99% purity khoom tsuas yog USD307.1 / tuj, uas yog 15% -20% qis dua cov khoom zoo sib xws hauv Europe thiab Asmeskas.
IV. Export Status thiab Cov Kev Sib Tw: tariff Barriers thiab Competitive Escalation
Txawm hais tias kev loj hlob sai ntawm kev xa tawm, Tuam Tshoj cov lag luam tseem ntsib ntau yam teeb meem:
tariff siab: txoj cai tshiab ntawm Teb Chaws Asmeskas tariff tau thawb tus nqi ntawm kev xa tawm, thiab qee lub tuam txhab tau tig mus rau sab hnub tuaj Asia los tsim cov chaw tsim khoom kom tsis txhob muaj kev pheej hmoo19;
Cov txheej txheem kev txwv: EU muaj cov kev cai nruj rau boron, vanadium thiab lwm yam impurities, thiab daim ntawv pov thawj rau 99% cov khoom ntshiab yog ntev li 6 lub hlis;
Kev sib tw thoob ntiaj teb: Is Nrias teb, Russia kom nrawm nrawm ntawm kev tsim khoom, nrog tus nqi qis los sib tw rau Middle East, Africa lag luam 9.
V. Kev lag luam txawv teb chaws los rhuav tshem lub tswv yim: kev kho dua tshiab thiab kev ua lag luam hloov pauv
mus txeeb lub siab -kawg khiav:
tsom rau 99% ultra-cov khoom purity siab, txiav rau hauv lithium roj teeb, semiconductors thiab lwm yam siab -tus nqi- ntxiv thaj chaw, xws li Shandong Hengqiao Zog tau ua qhov chaw ntawm cov khoom siv anode 5;
Regionalization ntawm ntau lawm muaj peev xwm layout:
teeb tsa cov chaw ua haujlwm nyob rau sab hnub tuaj Asia (xws li Nyab Laj) kom tsis txhob muaj kev txwv tariff hauv Tebchaws Europe thiab Tebchaws Meskas, thaum radiating lub lag luam ASEAN9;
Technical certification pem hauv ntej:
pib ua kom tau txais ISO 13485 (xws li Rizhao Hengqiao Carbon), NAG ntawv pov thawj rau cov khoom siv hauv kev lag luam nuclear, ua kom luv luv cov neeg siv khoom txiav txim siab- ua chain47;
Ua tsaug rau cov neeg siv khoom tseem ceeb scenarios:
Piv txwv li, Hunan XinCarbon tau nkag mus rau hauv "tsim kev koom tes" nrog nws pib qhov chaw thiab cov khoom siv hluav taws xob cua tshuab los muab cov kev daws teeb meem ntawm sulfur thiab nitrogen tswj kev hloov kho 2 .
Xaus: Ib Txoj Kev Tshiab los ntawm "Cov Nqi Them Nqi" mus rau "Technology Discourse"
Tuam Tshoj tus graphitized roj av coke export txoj kev yog ib tug microcosm ntawm cov tsoos kev lag luam nce mus rau lub ntiaj teb no tus nqi saw los ntawm kev kho dua tshiab. Nyob rau hauv lub ntsej muag ntawm kev sib txhuam ntawm kev lag luam thiab cov txheej txheem teeb meem, cov lag luam yuav tsum tsim kom muaj ib tug moat nrog purity breakthroughs thiab sib sib zog nqus cultivation ntawm daim ntawv thov scenarios. Nrog rau qhov tshwm sim ntawm lub zog tshiab thiab siab - qhov kawg ntawm kev tsim khoom, Suav cov lag luam nrog cov thev naus laus zis tseem ceeb, muaj peev xwm tsim ntsuab ntsuab thiab ntawv pov thawj thoob ntiaj teb yuav paub txog qhov leap ntawm "muag raw khoom" mus rau "muag qauv".
"Petroleum coke, ib zaug pov tseg pov tseg, tam sim no quenched rau hauv 'dub kub' nyob rau hauv graphitization furnaces - tsis yog tsuas yog ib tug rebirth ntawm cov khoom, tab sis kuj yog ib tug zoo kev hloov nyob rau hauv Tuam Tshoj lub manufacturing."
