I loko o ke ʻano o ka piʻi ʻana o ke koi, e mālama ka mākeke coke nila holoʻokoʻa i kahi ʻano piʻi mau i ka makahiki 2021, a e hana maikaʻi ka nui a me ke kumukūʻai o ka coke nila. Ke nānā nei i ke kumukūʻai mākeke coke nila i ka makahiki 2021, ua loaʻa kahi piʻi ʻana i hoʻohālikelike ʻia me 2020. ʻO ke kumukūʻai awelika o ka lanahu kūloko he 8600 yuan/ton, ʻo ke kumukūʻai awelika o ka lanahu ʻaila he 9500 yuan/ton, a ʻo ke kumukūʻai awelika o ka lanahu i lawe ʻia mai he US$1,275/ton. ʻO ke kumukūʻai awelika he US$1,400/ton.
ʻO ka hoʻonui ʻia ʻana o ka hoʻokele waiwai honua i hoʻoulu ʻia e ka maʻi ahulau ua alakaʻi i ka piʻi nui ʻana o nā kumukūʻai waiwai, a ua hōʻea ka hana kila a me nā kumukūʻai o Kina i nā kiʻekiʻe moʻolelo. I ka hapa mua o kēia makahiki, ua hōʻea ka hana kila umu uila o Kina i 62.78 miliona tons, he piʻi makahiki ma ka makahiki o 32.84%. Manaʻo ʻia e hiki i ka hana makahiki i ka māka 120 miliona. Ma lalo o ka mana o kēia, ua hōʻike ka mākeke electrode graphite o Kina i kahi ʻano hoʻōla wikiwiki i ka hapa mua o 2021, me ka piʻi ʻana o ke kumukūʻai awelika ma kahi o 40% mai ka hoʻomaka ʻana o ka makahiki. ʻO ka piʻi ʻana o ke koi mākeke i lawe ʻia e ka hoʻopaʻa ʻana o nā maʻi ahulau ma waho, a me ka piko o ke kalapona i ka makahiki 2021. Ma lalo o ka pahuhopu, ʻo ke kila, ma ke ʻano he ʻoihana ikaika nui i ka ikehu, ke kū nei i ke kaomi nui no ka hoʻololi ʻana. Mai ka manaʻo o kēia manawa, ʻo ke kila umu uila ma ʻEulopa, ʻAmelika Hui Pū ʻIa, India a me nā ʻāina ʻē aʻe he 60%, a ʻo nā ʻāina ʻē aʻe he 20-30%. Ma Kina, he 10.4% wale nō, he haʻahaʻa iki. Hiki ke ʻike ʻia he lumi nui ka hana kila umu uila o Kina no ka ulu ʻana i ka wā e hiki mai ana, a e hāʻawi kēia mau mea i ke kākoʻo ikaika no ke koi no nā electrodes graphite mana nui loa. Manaʻo ʻia ka hana electrode graphite o Kina i ka makahiki 2021. E ʻoi aku ia ma mua o 1.1 miliona tons, a ʻo ke koi no ka nila coke e helu no 52%.
I loko o ke ʻano o ka piʻi wikiwiki ʻana o ka māhele mākeke honua o nā kaʻa ikehu hou, ua kani ka noi kūloko a me nā haole. I ka makahiki 2021, e piʻi nui ka nui o ka mākeke a me ke kumukūʻai o nā mea anode pākahiko lithium i kahi wikiwiki ulu nui. ʻOiai me ka hui pū ʻana o ka mana pālua o ka hoʻohana ʻana i ka ikehu a me ka pale ʻana i ke kaiapuni ma Inner Mongolia, a he 70% wale nō o ka hiki ke hana ma ka wahi hana nui o ka anode graphitization i hoʻokuʻu ʻia, ua hoʻonui mau ʻia ka hana mea anode kūloko ma 143% makahiki-ma-makahiki i ka hapa mua o kēia makahiki. Ua manaʻo ʻia e hiki aku ka hana makahiki o ka anode i ka makahiki 2021 ma kahi o 750,000 tons, a ʻo ke koi no ka nila coke e helu no 48%. Ke hoʻomau nei ke koi no ka nila coke no nā mea electrode maikaʻi ʻole i ka hōʻike ʻana i kahi ʻano ulu nui.
Me ka piʻi ʻana o ke koi, ua nui loa ka mana hoʻolālā o ka nila coke ma ka mākeke Kina. Wahi a nā helu helu o Xin Li Information, e hiki aku ka huina o ka mana hana o ka nila coke ma Kina i 2.18 miliona tone i ka makahiki 2021, me 1.29 miliona tone o ka mana hana hana aila a me 890,000 mana hana lanahu. Ton. Pehea e hoʻopilikia ai ka hoʻonui wikiwiki ʻana o ka lako nila coke o Kina i ka mākeke nila coke i lawe ʻia mai o Kina a me ke ʻano o kēia manawa o ka lako nila coke honua? He aha ke ʻano o ke kumukūʻai o ka nila coke i ka makahiki 2022?
Ka manawa hoʻouna: Nowemapa-17-2021