Te tuku me te tono rauemi mata o te anode me te kaha ki te whakairoiro

Whakarāpopototanga
1. Tirohanga whānui
Te whakakāwhatu: te kaha tuku i waenganui o te tau e whai ake nei
Ngā rauemi mata: e matapaetia ana ka nui te piki me te heke o ngā tau e rua e whai ake nei
2. Te rerekētanga me te tono o te kōka ngira waro me te kōka ngira hinu:
Ngā rauemi mata rerekē: te paru hinu i ahu mai i te hinu, te uku waro i ahu mai i te waro.
Ngā momo whakamahinga: te kōka ngira hinu, te kōka ngira waro mō ngā hiko hiko mana nui (tino kaha); te kōka ngira hinu mata me te kōka tunua mō ngā hiko hiko kino.
Aronga whanaketanga: Tērā pea ka whanakehia te raupapa waro ā muri ake nei.
3. Tauira tuku me te tono o te kōka hinu: kei te piki haere ngā huarahi tono e toru o te hiko o raro + te anode kua tunua i mua + te hiko kino, engari kāore te taha tuku e whakanui ake i te whakaputanga, e whakaiti rānei i te rahinga, ka nui ake ngā utu, ā, kāore pea ngā hua kawemai e tutuki i te tono.
4. Te whakawhānui ake i te tipu anode ki runga: Kua hainatia e Zhongke Electric me Anqing Petrochemical tētahi mahi tahi rautaki, engari kāore he whai wāhi moni tūturu, he haumitanga rānei.
5. Ōwehenga kōka kino: te pito teitei me te kōka ngira parakore, te pito iti me te kōka hinu parakore. Kōka ngira 30-40%, kōka hinu 60-70%. Kotahi tana o te irahiko kino me te kōka hinu parakore 1.6-1.7 tana.
6. Te whakakāwhata tonu: kāore te ahunga whakamua o nāianei i te tino pai, he rite ki te ahumahi takahuri, engari ka whakawhirinaki hoki ki ngā taputapu hei oranga, ā, mā te putanga hou o te heke mai ka taea te whakaiti i te whakapaunga pūngao me ngā rā tuku.

 

Ngā Pātai me ngā Whakautu
1. Te tuku me te tono me te utu
P: Te tauira o te tuku me te tono me te korenga o te utu o te kōka iti-whāwhā?
A: Ka tukuna atu te 1 miriona tāne o te kōka iti-whāwhā i tēnei tau, arā, te 60%. Mēnā ka puta te hua 60%, ka hiahiatia te 60/0.6=1 miriona tāne o te kōka iti-whāwhā. Ka nui ake te tono i te tuku, ka piki ake te utu, ā, neke atu i te 8000 yuan te utu.

Q: Te tauira o te tuku me te tono mō te tau e tū mai nei, me te āhua o te utu?
A: E toru ngā whakamahinga o te kōka whanariki iti (kōka hinu noa): te hiko, te anode kua tunua i mua, me te hiko kino. Kei te tipu haere ēnei e toru. Kāore te taha tuku i whakawhānui, i whakaiti rānei i te whakaputanga, ā, he nui ngā utu.

Q: Kua piki ake ngā utu o ngā umanga kōka i te hauwhā tuarua, ā, kei te heke te pānga.
A: Kāore a Ningde Times me BYD e tango i te kawenga katoa, engari ka tangohia e rāua tetahi wāhanga. Ka tangohia tetahi wāhanga e te wheketere katote. Ka taea e te wheketere pākahiko raina tuarua te whakahaere. Tirohia te hua kupenga mō ia tana, me te ōwehenga whakakāwhata, kāore i te tino kitea te utu kōke.

Q: He aha te whānui o te rauemi kino Q2 i te toharite?
A: He iti noa iho, 10%, kāore i rerekē te āhua o te whakapūkara, ko te utu mō te kōka whanariki iti o te hauwhā tuatahi he tata ki te 5000 yuan, ko te utu toharite mō te hauwhā tuarua he 8000 yuan.

P: Te tirohanga ki te tuku me te tono mō te whakamahinga o te hinu kōka i raro iho
A: (1) Ko te tono ā-roto e nui ake ana i te tuku: ko te tipu pou kino te mea tere rawa atu, 40%+ te tipu o te coke hinu, kei roto i te ohorere nui te coke hinu i roto i ngā tau e rua e whai ake nei, nā te mea he iti ake te whakawhānui o te hanga petrochina ā-roto, Sinopec, ko te hanga ā-roto o te 30 miriona tana ia tau, 12% he coke whanariki iti, kāore e taea te whakatutuki i te hiahia ā-roto.
(2) Tāpiritanga kawemai: Ka kawemai hoki mātou i te kōka mai i Initonīhia, Romania, Rūhia me Īnia. I roto i te whakamātautau, he puhoi te ahunga whakamua, ā, kāore pea e taea te whakatutuki i te hiahia mō te hanga i te hiko kino.
(3) Te whakatau utu: ko te iti rawa o te tau kua hipa i te marama o Poutū-te-rangi, ā, ko te hinu kōka he 3000 yuan/tana. He iti noa te tūponotanga ka hoki anō ki tēnei utu.
(4) Te ahunga whakamua: i te pikinga o te hiahia mō ngā waka hiko, ka iti haere te whakamahinga o te kōka hinu, ā, ko te raupapa waro tētahi huarahi pea.

 

Q: Tauira tono me te tuku Coke waenga?
A: He piripono hoki te kōka whanariki waenga, hei tauira, 1 miriona tana o te anode, 10% te ngaronga o te whakakāwhata, 1.1 miriona tana o te whakakāwhata, 1 tana o te whakakāwhata me 3 tana o te kōka whanariki waenga, me 3.3 miriona tana o te kōka whanariki waenga hei tautoko

P: He tipu kino kei te tuku i te hinu kōka hinu ki uta?
A: Kua hainatia e Zhongke Electric tētahi mahi tahi rautaki me Anqing Petrochemical. Kāore anō kia rongo ahau mō te whai wāhi moni tūturu, te haumi rānei.

Q: He aha te rerekētanga utu i waenga i ngā wheketere iti me ngā wheketere nui pēnei i a Shanshan me Kaijin?
A :(1) Kāore e taea e te umanga kino te tatau noa i te rerekētanga utu. Kotahi, e rua rānei ngā hua noa i roto i te umanga kino, ko te nuinga he hua whaiaro.
(2) Kāore he painga o ngā wheketere iti ki ngā hua whānui, nō reira me whakaiti e rātou ngā utu kia tutuki ai te hiahia o te mākete. Mena kua kohia e ngā wheketere iti te hangarau, ā, kua akohia hoki ngā hua papai me ngā hua whaiaro, ka taea e rātou te waihanga painga. Mena kāore ngā wheketere nui e hanga hua whaiaro, ka taea anake e rātou te hanga hua whānui.

 

2, te whakarōpūtanga me te tono o te hinu koko
Q: He aha ngā whakaritenga mō te rauemi kōka o runga o ngā pou kino rerekē?
A: (1) Whakarōpūtanga: e whā ngā pūtake o te kōka kino, te kōka hinu iti-whāwhā, te kōka ngira hinuhinu, te kōka ngira waro, te kōka uku waro.
(2) ōwehenga: 60% o te kōka whanariki iti, 20-30% o te kōka ngira, ko te toenga he kōka uku waro.

P: He aha te whakarōpūtanga o te jiao?
A: Ka wehea te nuinga ki te hinu me te waro, ka taea te wehe i te hinu ki te kōka hinu noa, te kōka ngira; Ka taea te wehe i te waro ki te kōka noa, te kōka ngira, te kōka uku

P: E hia te nui o te kōka hinu e whakamahia ana e te tana o te irahiko kino?
A: Ko te kōka hinu parakore, 1 wehea mā te 0.6-0.65, e hiahia ana ki te 1.6-1.7 tāne

 

Q: Te rerekētanga me te whakamahinga o te kōka ngira waro me te kōka ngira hinu
A: (1) ngā rauemi mata rerekē: (1) te hinu, te whakamahine hinu hei whiriwhiri. He kounga teitei ake o te paru, he māmā te tukatuka ko te coke hinu, ki te mā te coke hau me te whanariki, ka taea te kumea ki te coke ngira; ② Me ine te waro, me te whiriwhiri i te uku waro kounga teitei.
(2) ngā tono rerekē: (1) te kōka ngira hinu, te kōka ngira waro e whakamahia ana mō te hikohiko mana teitei (tino kaha); ② te kōka ngira hinu mata, te kōka tunua mō te kōka kino, te waro iti iho, engari kei reira anō ngā kaihanga e whakamahi ana pērā i a Zichen, Shanshan, Kaijin, i muri i te waro ka piki ake te tono, he whenua whakaputa waro a Haina.

Q: Te painga o te kōka ngira waro
A: Ko te utu mō te ngira kōka raupapa hinu he tata ki te 2000-3000 yuan te nui ake i te ngira kōka raupapa waro. He painga utu tō te ngira kōka raupapa waro.

P: Te tirohanga mō te whakamahinga ā muri ake nei o te kōka hinu whanariki reo-rahi
A: Kei te whakamahia tonu te hiko kino mō te rokiroki pūngao, he iti noa ngā whakaritenga rokiroki pūngao me te iti iho o te mana

P: He rerekētanga kei roto i te mahi ina whakamahia ki te irahiko kino?
A: Kāore i te nui te rerekētanga o te ine waro i te ngira Coke, e whakamahia ana te Zichen, te kauri Hainamana, ka taea hoki te whakamahi i te ine waro i te Coke uku noa i roto i te rokiroki pūngao.

 

Q: He uaua te hanga ngira kōka mai i te kōka hinu?
A: Ko te kaha whakaputa hinu ngira Coke he 1.18 miriona tana, ehara i te mea uaua te tukanga, mā te tuhi Coke ki roto i te ngira Coke, ko te nuinga o te whiriwhiri i te paru pai ake hei mahi, ko te raruraru o nāianei ko te kore e nui te whakawhitiwhiti ngira Coke kino ki ngā umanga me te whakawhiti ngira Coke o runga, ki te nui te mahi tahi, me mahi tahi te rangahau me te whanaketanga i muri mai.

Q: Ka whakaranua ngā rauemi?
A: E toru ngā ara: te kōka hinu parakore, te kōka ngira parakore, te kōka hinu + te kōka ngira. He pai te mahi nekeneke a te kōka hinu parakore, he ngāwari te whakakāwhata, he kaha teitei, he kaha hoki te whakakīkī, ā, he mea tautoko ēnei e rua. Ka whakamahia e te pito teitei te kōka ngira parakore, ka whakamahia e te pito waenga te whakaranu, ka whakamahia e te pito iti te kōka hinu parakore.

Q: He aha te ōwehenga ōrite
A: Koka ngira 30-40%, koka hinu 60-70%

 

3, te anode waro me te silicon
Q: He aha te awe o te whanaketanga o te anode waro silicon ki te coke hinu me te coke ngira?
A: (1) Inenga: i te tau kua hipa, 3500 tana o te monomer silicon, 80% o te rōrahi Beitre te mea nui rawa atu, he nui ake te whakamahinga o te rango, i whakamahia e Panasonic, LG te hāora silicon, i whakamahia e Samsung te nano-silicon. Me hanga papatipu te Kamupene C o te anga tapawhā, kua whakaroahia. Ko te hanga papatipu o te hauwhā tuatahi o te tau e tū mai nei ko te 10GWH, e hiahia ana ki te 1000 tana e ai ki te 10% o te ranunga.
(2) Pōkai ngohengohe: nā te mea ka horapa te silicon, he uaua ki te tono
(3) silicon: mā te whakaranu rānei, Panasonic 4-5 ngā tohu o te hāora silicon, 60% taiao +40% karāpeti horihori (coke hinu), ka taea hoki te whakaranu ki te coke ngira, ko te nuinga e ai ki te mahi a te hua.

Q: He silicon tino parakore te silicon i roto i te anode waro?
A: Ko tētahi he hāora silicon, ko tētahi he nano-silicon.
(1) hāora silicon: te ranunga wera o te silicon me te hauhā silicon ki te silicon, kei ngā wāhi katoa te silicon, kāore e nui te hiahia mō te silicon, ka taea te hoko i te konganuku silicon noa, ko te utu he 17,000-18,000.
(2) nano-silicon: he parakore te 99.99% (4 9) neke atu rānei, i roto i te photovoltaic i runga ake i ngā whakaritenga hiko kino, he parakore te neke atu i te 6 9.

 

4. Ngā painga me ngā ngoikoretanga o te Sunstone
P: He painga kei te mahi a ngā kaihokohoko i ngā pou kino, pērā i a Socom?
A :(1) E 4 miriona tana o te hinu kōka e kohia ana e Suotong i ia tau, ā, e 1 miriona tana te rahinga e kohia ana e te umanga kino katoa, e 4 ngā wā te nui ake. He painga tōna rahinga. He iti noa ngā whakapā tika ki a CNPC me sinopec, ko ngā kaihokohoko te nuinga, nā te mea he nui ake te kōrero mō te hokohoko.
(2) te au o te utu o te umanga: he teitei te utu o te umanga hinu kōka i te tīmatanga o te tau me te mutunga o te tau, nā te mea ki te penapena i ngā taonga, i te marama o Mei me Hune, he iti te whanariki, he waenga te whanariki hinu kōka i te 10-15%, nā te mea he nui ake ngā taonga, ā, i te marama o Oketopa ka tīmata te penapena, ka piki anō te utu.

Q: Ka hokona tika mai rānei e ngā kaihanga kino te kōka hinu? Kei hea te painga o Sotone?
A: Ko te nuinga o ēnei ka hokona tonutia mai i ngā kaihokohoko. He iti rawa te rahinga hei hokohoko ki a CNPC me Sinopec. Ka hangaia ngā kōka whanariki teitei, waenga me te iti.

 

5, te karāhe horihori me te karāhe tūturu
Q: Te whakamahinga o te karāpeti tūturu
A :(1) ko te nuinga o ēnei e whakamahia ana i tāwāhi. Ko te haurua o te rauemi horihori, ko te haurua o te rauemi taiao te mea e whakamahia ana e LG Power. Ko ngā wheketere nui o te motu, arā, ko B me C, e whakamahi ana i tētahi wāhanga o te rauemi taiao, arā, tata ki te 10%.
(2) ngā hapa o te karāpeti tūturu: he nui ake ngā raruraru o te karāpeti tūturu kāore i whakarerekētia, pērā i te whānui nui, te ngoikore o te mahi tohanga.
(3) Te whakatau i te au: ki te āta whakamahia te taiao i Haina, e taunakihia ana kia whakamahia mai i ngā motuka iti te utu. Ka māmā ake te raru ki ngā motuka teitei kua konatunatua tika ki te 20-30%.

P: He aha te rerekētanga i waenga i te karāpeti tūturu me te karāpeti horihori?
A: Kua rite kē te karāpiti tūturu ki te karāpiti i roto i te oneone. Whai muri i te whakapūkara, ka huri hei karāpiti paparua. Ina pōkaihia, ka huri hei pōro karāpiti tūturu.
Ngā Painga: he iti te utu, he nui te kaha (360GWH), he nui te whakakīkī;
Ngā ngoikoretanga: te ngoikore o te mahi pahikara, te ngāwari o te whakawhanui, te ngoikore o te mahi pāmahana teitei

 

Q: Kua horapa te hangarau anode graphite horihori kia taea ai e te katoa te hanga hua ōrite?
A: He pono kei te horapa te hangarau. Ināianei he maha ngā tipu iti. Mai i waenganui o te tau kua hipa tae noa mai ki tēnei wā, kua whakaputa te tipu kino i te 6 ki te 7 miriona tana.
(1) He tātaitanga takirua. E 300,000 tāne o ngā hua kua oti te hanga me te 100,000 tāne o te whakakāwhata kua whakangaohia. He nui rawa ngā raraunga katoa.
(2) He nui te whakamahere ā-rohe, he nui hoki te tono a te kāwanatanga, me te hiahia kia piki ake te mahi;
(3) I te katoa, ko te kaha whai hua ka eke ki te 20% anake, ko te panuitanga o te kaha i runga i te ingoa o te mahi kino, ko te mea pono, ko te tukanga, ko te OEM, ko te horapa hangarau, ko te paepae rānei.

Q: He iti ake te whakamahinga taiao o roto, he hononga ki te hangarau kino, he pai ake te hangarau kino o tāwāhi?
A: (1) Ki tāwāhi: Kua roa a Samsung me LG e whakamahi ana i ngā hua taiao, ā, kua pakari ake ā rātou hangarau, nō reira ka iti ake te mahi ngoikore e puta mai ana i ngā hua taiao i tērā i Haina.
(2) Ā-Whare: ① i mua i te whakamahinga o te BYD me te karāhe tūturu he mea wawe, ko te BYD i tēnei wā he 10% o te karāhe tūturu, ko te pahi me ētahi karāhe tūturu, ko te haurua me te haurua, ko Han, ko Tang, ko ngā hiri kei te whakamahi i te karāhe horihori, ko ngā waka iti-mutunga ka maia ki te whakamahi.
Ko te whakamahinga matua o te ningde he karāhe horihori, engari kāore i te whai hua te karāhe tūturu.

Q: Ka piki ake te utu o te anode graphite tūturu?
A: I runga i te āhua o te mākete, ka piki ake ngā utu, ā, ka rerekē anō hoki ngā utu

 

6, te whakakāwhata tonu
P: Te ahunga whakamua i roto i te whakakāwhata tonu?
A :(1) Kāore i te tino pai te ahunga whakamua o nāianei, inaianei ko te whakakāwhata he oumu momo-pouaka, he oumu acheson, he rite te whakakāwhata tonu ki te ahumahi diaphragm, engari kei runga anō hoki i ngā taputapu.
(2) He pai ake te mahi a tētahi kamupene Hapanihi. Kāore he raruraru nui mō ngā hua 340kg/WH me raro iho, engari kāore i te pumau ngā hua 350kg/WH me te kaha nui.
(3) He huarahi whanaketanga pai te whakakāwhata tonu, me 4000-5000 KWH te hiko e hiahiatia ana mō te kotahi tana, kotahi te rā hei whakaputa hua, oumu pouaka, oumu Aitchison e toru, e whā rānei ngā rā hei whakaputa hua, ā, i muri i te whakawakanga me te tikanga tuku iho ka noho tahi.


Wā tuku: Pipiri-20-2022