1, Kev Lag Luam Kev Lag Luam
Kev hloov pauv hauv cov qauv kev lag luam thaum lub sijhawm tshaj tawm
Lub tuam txhab tshwj xeeb hauv kev tshawb fawb thiab kev tsim kho, tsim khoom, thiab muag khoom tshwj xeeb graphite cov ntaub ntawv thiab cov khoom lag luam. Nws yog ib qho ntawm cov tuam txhab tsim khoom loj tshaj plaws hauv kev lag luam tshwj xeeb hauv graphite thiab muaj lub koob npe nrov thiab kev cuam tshuam hauv kev lag luam. Lub tuam txhab tau koom ua ke ntau lawm thiab ua cov peev txheej los ntawm kev sib tsoo, kneading, roasting, impregnation thiab graphitization kev kho kom sib sib zog nqus ua.
(1) Kev muag khoom qauv
Lub tuam txhab feem ntau tau txais kev txiav txim los ntawm kev sib txuas lus hauv xov tooj, Is Taws Nem thiab cov neeg tuaj xyuas los ntawm cov neeg muag khoom. Lub tuam txhab thiab nws cov neeg siv khoom feem ntau tau txais "kev cog lus cog lus kev koom tes + kev txiav txim" qauv rau kev lag luam, thiab tus nqi muag feem ntau yog raws li kev lag luam.
Raws li kev sib txawv ntawm cov tuam txhab cov neeg siv khoom, lub tuam txhab cov qauv kev muag khoom tuaj yeem muab faib ua kev muag khoom ncaj qha thiab muag muag tsis ncaj. Cov neeg muag khoom ncaj qha yog cov khoom lag luam graphite thiab cov neeg siv khoom lag luam kawg, thaum cov neeg muag khoom muag tsis ncaj yog cov tub luam. Lub tuam txhab feem ntau tsom rau kev muag khoom ncaj qha, nrog kev muag muag tsis ncaj raws li kev ntxiv. Qhov xwm txheej tshwj xeeb yog raws li nram no:
Rau cov khoom tshwj xeeb graphite thiab graphite billet, vim lub voj voog ntev ntawm lub tuam txhab cov khoom lag luam thiab qhov tseeb tias cov neeg muag khoom yog cov khoom lag luam graphite, lub sij hawm xa khoom feem ntau yog luv. Yog li ntawd, lub tuam txhab tsim thiab muag qauv tsis yog "kev txiav txim raws li" ntau lawm thiab kev muag khoom, tab sis raws li keeb kwm kev muag khoom, cov khoom muag ntawm cov khoom thiab cov khoom tiav, kev ua lag luam, thiab kev xav tau yav tom ntej. Cov neeg siv khoom feem ntau nug txog cov khoom los ntawm lub tuam txhab raws li lawv qhov kev txiav txim qis qis thiab kev tsim khoom thiab kev muag khoom. Raws li cov khoom lag luam cov ntaub ntawv muab los ntawm lub tuam txhab cov neeg ua haujlwm muag khoom thiab cov ntaub ntawv ua tiav cov khoom tsis ntev los no, lawv muab xaj nrog lub tuam txhab thiab kos npe rau daim ntawv cog lus sib txuas. Kev txiav txim feem ntau muaj cov yam ntxwv ntawm me me thiab ntau zaus.
Rau cov khoom tshwj xeeb graphite, lawv cov neeg muag khoom yog cov neeg siv khoom lag luam kawg. Lub tuam txhab tsim thiab muag qauv yog "kev txiav txim raws li" ntau lawm thiab muag khoom. Lub tuam txhab feem ntau txiav txim siab lub sijhawm cog lus nrog cov neeg siv khoom raws li nws tus kheej qhov kev ua tiav cov peev txheej ntau lawm thiab sijhawm teem sijhawm. Vim qhov tseeb tias cov neeg siv khoom kawg no feem ntau yog cov lag luam loj thiab nruab nrab lossis cov tuam txhab teev npe hauv ntau qhov kev lag luam, tom qab tau txais kev koom tes ua ntej kev koom tes nrog cov neeg siv khoom, lub tuam txhab feem ntau yuav tsum tau koom tes nrog cov neeg siv khoom kom ua tiav cov qauv kuaj thiab muab ntawv pov thawj ua ntej kos npe rau daim ntawv pov thawj. cog lus nrog lawv los muab cov khoom.
Tsis tas li ntawd, lub tuam txhab tseem muaj cov neeg siv khoom lag luam me me uas tsis muaj peev xwm tsim khoom thiab ua haujlwm. Tom qab kev yuav khoom los ntawm lub tuam txhab, lawv ncaj qha muag rau cov neeg siv khoom qis. Tus nqi muag ntawm lub tuam txhab rau kev lag luam cov neeg siv khoom yog sib xws nrog lwm tus neeg siv khoom, thiab lawv txhua tus muag tawm. Tom qab lub tuam txhab muag cov khoom rau lawv, cov neeg siv khoom muag lawv tus kheej raws li kev lag luam hauv zos thiab dais lawv tus kheej cov txiaj ntsig thiab kev poob.
Tom qab lub tuam txhab kos npe rau daim ntawv xaj nrog cov neeg siv khoom thiab ua tiav cov khoom tsim tawm, lub tuam txhab muag khoom kos npe rau daim phiaj xa khoom thiab npaj cov khoom xa tuaj thiab kev thauj mus los raws li kev pom zoo ntawm ob tog. Lub tuam txhab yuav thauj cov khoom mus rau tus neeg siv khoom qhov chaw xa khoom lossis tus neeg yuav khoom tuaj tos lawv ntawm lawv lub qhov rooj. Ntawm lawv, tom qab ua tiav daim ntawv tshaj tawm kev lis kev cai xa tawm, kev muag khoom xa tawm yuav tsum tau txais daim ntawv tshaj tawm kev lis kev cai thiab daim nqi ntawm cov khoom xa tawm los ntawm tus xa khoom xa tuaj, thaum muag khoom hauv tsev yuav tsum tau txais cov neeg siv khoom kos npe daim ntawv txais nyiaj. Lub tuam txhab nyiaj txiag yog lub luag haujlwm rau kev tshaj tawm cov ntawv xa nyiaj, daws cov nyiaj them poob haujlwm, thiab lwm yam teeb meem cuam tshuam thaum lub sijhawm muag khoom.
(2) Hom kev yuav khoom
Cov ntaub ntawv tseem ceeb thiab cov khoom siv pabcuam yuav los ntawm lub tuam txhab yog calcined petroleum coke, asphalt coke, nruab nrab kub asphalt, high-temperature asphalt, thiab graphite semi-tiav khoom. Muaj ntau tus neeg muag khoom ntawm cov khoom siv raw, thiab cov nqi lag luam kuj qhib thiab pob tshab. Txhawm rau kom ntseeg tau tias cov khoom siv raw khoom zoo thiab kev ruaj ntseg ntawm cov khoom siv tas mus li, lub tuam txhab tau tsim ib qho kev tswj hwm tus neeg muag khoom, nruj me ntsis tshuaj xyuas cov khoom siv raw khoom, tswj kev sib raug zoo nrog kev koom tes ntev thiab ruaj khov nrog cov khoom siv raw khoom tseem ceeb, thiab ua kom cov khoom txaus txaus thiab ruaj khov. raw khoom. Lub tuam txhab tshawb nrhiav cov neeg xa khoom muaj peev xwm los ntawm cov koom haum kev lag luam, kev nthuav qhia, cov chaw muag khoom lub vev xaib, thiab lwm yam, thiab xaiv cov neeg xa khoom zaum kawg los ntawm kev nkag siab txog tus neeg muag khoom cov qauv khoom zoo thiab ua cov qauv tshuaj xyuas ntawm qhov chaw. Rau calcined petroleum coke, asphalt coke, nruab nrab kub asphalt, thiab high-temperature asphalt, lub tuam txhab feem ntau txais ib tug "ntau lawm mus txiav txim" procurement qauv. Nyob rau tib lub sijhawm, lub tuam txhab yuav kwv yees qhov kev nthuav dav ntawm kev muag khoom yav tom ntej, thiab ua kom qis thiab tsim nyog ua ntej cov khoom lag luam raws li qhov kev hloov pauv tsis ntev los no thiab kev cia siab yav tom ntej ntawm qee tus nqi raw khoom. Rau cov khoom lag luam graphite semi-tiav, lub tuam txhab feem ntau siv cov qauv kev yuav khoom ntawm "on-demand ntau lawm thiab kev yuav khoom raws li kev tsim khoom". Vim muaj coob tus specifications thiab ntev ntau lawm voj voog ntawm tshwj xeeb graphite, lub tuam txhab kev tsim thiab muag cov phiaj xwm tsis tuaj yeem npog tag nrho. Txhawm rau kom ntseeg tau cov neeg siv khoom zoo, lub tuam txhab yuav yuav cov khoom tshwj xeeb ntawm graphite semi-tiav khoom los ntawm kev ua lag luam rau kev tsim khoom thiab siv.
Tom qab lub tuam txhab txoj kev npaj yuav khoom tau txais kev pom zoo, lub chaw muag khoom yuav ua ntej xaiv cov neeg xa khoom nrog kev koom tes zoo rau kev nug. Yog tias tsis muaj cov neeg muag khoom yav dhau los uas tuaj yeem muab cov ntaub ntawv raw uas yuav tsum tau ua, lub chaw muag khoom yuav ua rau pej xeem nug thiab xaiv cov neeg xa khoom tsim nyog los ntawm cov neeg xa khoom raws li lub tuam txhab kev tshuaj xyuas. Lub chaw muag khoom kos npe rau daim ntawv cog lus yuav khoom lossis teeb tsa kev yuav khoom nrog tus neeg muag khoom lees paub raws li kev tshuaj xyuas. Tom qab cov khoom tuaj txog, lub chaw soj ntsuam xyuas zoo yuav tshuaj xyuas cov khoom siv raw khoom. Cov ntaub ntawv tsim nyog tau txais kev pom zoo rau kev khaws cia, thiab lub tuam txhab nyiaj txiag ua cov txheej txheem suav nrog raws li cov ntaub ntawv cuam tshuam thiab daim ntawv pov thawj.
(3) Hom kev tsim khoom
(1) Lub tuam txhab tus kheej tsim cov qauv tsim
Rau cov ntaub ntawv tshwj xeeb graphite, tus naj npawb ntawm impregnations txawv ntawm ib mus rau peb zaug thiab cov calcinations txawv ntawm ib mus rau plaub zaug nyob ntawm cov khoom specifications thiab cov txheej txheem yuav tsum tau. Yog li ntawd, lub voj voog ntawm cov khoom sib txawv ntawm 3 mus rau 10 lub hlis. Ntawm lawv, tus qauv peb roasting khoom tsim los ntawm lub tuam txhab feem ntau siv sijhawm 7-8 lub hlis, thaum lub sijhawm xa khoom xa tuaj raws li kev lag luam xaj feem ntau yog 3 lub hlis. Yog li ntawd, lub tuam txhab kev npaj ntau lawm feem ntau tsim cov phiaj xwm tsim khoom raws li kev txiav txim muag khoom, kev muag khoom keeb kwm, kev xav tau qis qis, thiab cov khoom muag khoom, thiab sib txuas lus cov phiaj xwm tsim khoom rau lub rooj cob qhia tsim khoom los tswj hwm thiab npaj kev tsim khoom. Qee qhov kev txiav txim tsis tuaj yeem them tag nrho los ntawm lub tuam txhab kev tsim khoom thiab kev muag khoom. Txhawm rau kom ntseeg tau cov neeg siv khoom zoo, lub tuam txhab yuav yuav graphite semi-tiav khoom los ntawm kev ua lag luam rau kev tsim khoom thiab siv. Thaum lub tuam txhab muag khoom tau txais cov lus txib no, lub tuam txhab kev npaj tsim khoom yuav ua cov phiaj xwm tsim khoom raws li lub tuam txhab cov kab ntau lawm load qhov teeb meem. Lub rooj cob qhia ntau lawm yuav txheeb xyuas qhov kev thov rau graphite semi-tiav cov khoom raws li kev npaj ntau lawm thiab ua ib qho kev yuav khoom xa mus rau lub chaw muag khoom. Tom qab cov khoom lag luam graphite semi-tiav tau muab khaws cia, ntau lawm yuav raug sib koom ua ke thiab npaj. Lub tuam tsev soj ntsuam zoo tshuaj xyuas thiab saib xyuas cov khoom siv raw thiab cov khoom tiav. Lub tuam txhab nyiaj txiag yog lub luag haujlwm rau kev sau nyiaj txiag, coj kev cob qhia kev tsim khoom lag luam, saib xyuas cov khoom lag luam, thiab ua kev txheeb xyuas tus nqi txhua hli.
Rau cov khoom lag luam graphite, lub tuam txhab cov khoom lag luam yog cov khoom lag luam customized thiab raug tsim raws li kev txiav txim. Tom qab tau txais cov neeg siv khoom xaj, lub tuam txhab tsim cov phiaj xwm tsim khoom tshwj xeeb hauv kev cob qhia ntau lawm raws li lub sijhawm xa khoom, cov khoom lag luam tshwj xeeb, thiab cov khoom lag luam kom muaj nuj nqis, thiab npaj cov khoom tsim tawm raws li kev npaj ntau lawm. Lub tuam tsev soj ntsuam zoo tshuaj xyuas thiab saib xyuas cov khoom siv raw thiab cov khoom tiav. Lub tuam txhab nyiaj txiag yog lub luag haujlwm rau kev sau nyiaj txiag, coj kev cob qhia kev tsim khoom lag luam, saib xyuas cov khoom lag luam, thiab ua kev txheeb xyuas tus nqi txhua hli.
(2) Hom kev tsim tawm ntawm outsourcing ua los ntawm lub tuam txhab
Vim muaj kev txwv nyob rau hauv lub tuam txhab tus kheej lub peev xwm ntau lawm thiab kev muag khoom xav tau, lub tuam txhab suav nrog kev ua haujlwm outsourcing raws li ib qho tseem ceeb txhais tau tias ntxiv peev txheej ntau lawm. Rau cov khoom lag luam outsourced, lub tuam txhab npaj ntau lawm ntawm lub tuam txhab xaiv cov chaw tsim khoom tsim los ntawm cov tuam txhab outsourcing uas lub tuam txhab tau koom tes nrog ntau xyoo. Yog tias cov tuam txhab outsourcing uas twb muaj lawm tsis khoom nrog ntau lawm thiab tsis tuaj yeem muab cov khoom lag luam tawm, Lub Tsev Haujlwm Npaj Ua Haujlwm yuav xaiv cov tuam txhab tsim khoom nrog kev soj ntsuam kev lag luam zoo thiab npaj cov neeg ua haujlwm xa mus los tshuaj xyuas thiab ntsuas cov khoom lag luam, txiav txim siab cov chaw tsim khoom, thiab kos npe rau daim ntawv cog lus. Lub tuam txhab kev npaj tsim khoom ntawm lub tuam txhab xa cov neeg ua haujlwm hauv zos los coj thiab saib xyuas qhov chaw ua haujlwm sab nraud raws li cov neeg siv khoom xav tau, txhawm rau ua kom cov khoom zoo. Cov khoom lag luam tawm yuav tsum raug xa mus rau lub chaw soj ntsuam zoo rau kev tshuaj xyuas thiab kev lees paub ua ntej muab tso rau hauv qhov chaw cia. Rau cov khoom lag luam uas ua tsis tiav qhov kev kuaj xyuas, lub chaw soj ntsuam xyuas zoo yuav yuam kom lawv rov ua haujlwm dua. Lub tuam txhab yuav tsis tu ncua taug qab nws lub peev xwm los ua kom tiav cov luag haujlwm raws li cov ntaub ntawv qhia meej xws li kev ntsuam xyuas los ntawm cov thawj coj ntawm lub xaib thiab cov chaw soj ntsuam zoo, nrog rau cov kev hloov pauv hauv kev ua haujlwm ntawm cov txheej txheem outsourced. Los ntawm cov lus hais txog kev tswj xyuas zoo, lub tuam txhab muaj peev xwm tswj tau cov khoom lag luam zoo ntawm cov txheej txheem tsim tawm, yog li ua kom cov khoom zoo ntawm lub tuam txhab cov khoom.
Lub tuam txhab tau txiav txim siab cov hom kev tsim khoom uas twb muaj lawm raws li cov yam ntxwv xws li cov khoom siv thev naus laus zis, cov txheej txheem tsim khoom, thiab kev xav tau ntawm kev ua lag luam, thiab cov qauv tsim tau ruaj khov thaum lub sijhawm tshaj tawm.
(4) Cov qauv nyiaj tau los
Cov peev txheej tseem ceeb ntawm cov nyiaj tau los thiab cov nyiaj tau los rau lub tuam txhab yog cov nyiaj tau los ntawm kev muag khoom los ntawm ntau yam khoom siv graphite thiab cov khoom lag luam graphite, nrog rau kev ua haujlwm thiab kev tsim khoom. Thaum lub sijhawm tshaj tawm, lub tuam txhab tus qauv kev lag luam tsis hloov pauv piv rau xyoo dhau los.
2, Kev Tshawb Fawb Kev Lag Luam
(1) Kev npaj ua lag luam
Thaum lub sijhawm tshaj tawm, kev lag luam roj teeb lithium, raws li qhov chaw siv hauv qab dej, yog nyob rau lub sijhawm ntawm kev lag luam hloov kho thiab nws txoj kev nthuav dav sai sai. Txawm li cas los xij, qhov kev thov rau cov khoom siv graphite siv los ua cov khoom siv tau zoo nyob ruaj khov. Nrog rau kev tsim tawm tas li ntawm cov peev txheej tshiab, lub tuam txhab cov nyiaj tau los kuj tau nce ntxiv, thiab lub tuam txhab tau ua tiav nws cov hom phiaj kev lag luam tsim.
Thaum lub sijhawm tshaj tawm, lub tuam txhab ua tiav cov nyiaj tau los ntawm 724658383.78 yuan, nce 30.27% piv rau tib lub sijhawm xyoo tas los; Cov nyiaj tau los yog 71505777.27 yuan, txo qis ntawm 26.57% piv rau tib lub sijhawm xyoo tas los; Cov nyiaj tau los ntawm cov tuam txhab niam txiv yog 58504104.52 yuan, txo qis ntawm 36.18% piv rau tib lub sijhawm xyoo tas los. Raws li lub Kaum Ob Hlis 31, 2023, tag nrho cov cuab tam ntawm lub tuam txhab yog 1915937556.88 yuan, thiab cov khoom muaj nqis yog 975452452.94 yuan, sawv cev ib xyoos ib zaug nce ntawm 21.60% thiab 62.05%, feem. Qhov laj thawj tseem ceeb ntawm kev txo qis hauv cov txiaj ntsig hauv 2023 yog qhov poob ntawm cov khoom siv hluav taws xob tsis zoo graphitization outsourcing lag luam. Xyoo 2022, lub tuam txhab tau txais cov nyiaj them ua ntej los ntawm Jiangxi Zichen Technology Co., Ltd. thiab Liyang Zichen New Material Technology Co., Ltd. (ob qho tag nrho cov tuam txhab lag luam ntawm Putai Lai (603659)) thaum nqis peev hauv kev tsim kho ntawm graphitization furnaces, pom zoo ua cov khoom tsis zoo electrode graphitization outsourcing lag luam rau Zichen Company. Xyoo 2023, lub tshuab hluav taws xob graphite tshiab tau pib sim ntau lawm, tab sis tus nqi outsourcing yog nyob rau theem qis keeb kwm (cov khoom siv hluav taws xob tsis zoo graphitization outsourcing tus nqi yog tshaj 25000 yuan / tuj hauv 2022, thiab poob rau 1-12000 yuan / ton hauv 2023), ua rau muaj kev poob loj hauv lub tuam txhab kev lag luam outsourcing. Lub tuam txhab tau ua tiav daim ntawv cog lus nrog tus neeg siv khoom kom xaus qhov kev lag luam no thaum lub Kaum Ib Hlis 2023.
Thaum lub sijhawm tshaj tawm, lub hom phiaj ntawm lub tuam txhab kev ua haujlwm tau hloov mus rau cov tswv yim txhim kho mus sij hawm ntev thiab cov phiaj xwm kev lag luam txhua xyoo, raws li lub tuam txhab cov kev sib tw tseem ceeb, thiab kev tsim kho sai thiab muaj zog.
1. Kev nthuav dav sai ntawm lub peev xwm ntau lawm
Lub tuam txhab muaj kev sib koom ua ke tsim muaj peev xwm tshwj xeeb graphite los ntawm kev sib tsoo, kneading, roasting, impregnation, thiab kho graphitization. Raws li qhov tseem ceeb ntawm qhov project peev xwm, lub peev xwm ntau lawm tau nthuav dav ntxiv thiab qee qhov ntawm cov khoom qub muaj peev xwm yog technically txhim kho. Tsis tas li ntawd, lub tuam txhab ua lag luam tag nrho Jiangxi Ningyuhong New Materials Co., Ltd. kuj tau muab tso rau hauv kev ua haujlwm ntawm qee cov kab ntau lawm uas tau tsim rau txhua xyoo ntawm 20000 tons ntawm nruab nrab thiab ntxhib qauv graphite project. Thaum cov haujlwm saum toj no ua tiav thiab muab tso rau hauv kev tsim khoom, tag nrho cov peev txheej ntawm lub tuam txhab yuav raug txhim kho zoo heev.
2. Extend the industrial chain and enrich product structure
Nyob rau tib lub sij hawm nthuav dav nws cov lag luam tseem ceeb, lub tuam txhab tau txuas nrog cov khoom lag luam sab saud thiab qis qis ntawm cov graphite tshwj xeeb los ntawm nws cov chaw tswj hwm Jiangxi Ningheda New Materials Co., Ltd., pab txhim kho kev lag luam, thiab tau ua tiav qhov kev hloov pauv los ntawm ib tug graphite raw khoom xa mus rau graphite khoom muab kev pab cuam; Tsim ib lub koom haum ua lag luam, Jiangxi Ningyuhong New Materials Co., Ltd., thiab maj mam tsim thiab muab tso rau hauv kev ua haujlwm, cog lus los muab kev pab txhawb nqa rau kev lag luam roj teeb lithium thiab ntxiv dag zog rau kev tsim cov khoom tshiab thiab kev lag luam hluav taws xob.
3. Txhim kho thiab kho dua tshiab ntawm cov txheej txheem ntau lawm
Kev ua tiav ntawm kev txuag hluav taws xob tshiab thiab ib puag ncig tus phooj ywg roasting furnaces thiab lub zog txuag hluav taws xob tshiab graphitization rauv tau nce tus kheej tsim muaj peev xwm, txo qhov kev faib ua feem thiab tus nqi ntawm cov khoom lag luam tawm hauv cov txheej txheem, thiab txhim kho kev tsim khoom thiab cov khoom muaj peev xwm; Cov khoom tsim tawm tshiab isostatic siab cov kab ntau lawm tau debugged thiab muab tso rau hauv kev ua haujlwm, thiab cov qauv khoom tau hloov kho dua tshiab.
4. Siv zog ua haujlwm tshawb fawb thiab kev tsim kho technology
Lub tuam txhab nquag tswj hwm kev lag luam hauv tsev kawm qib siab tshawb fawb kev koom tes nrog cov koom haum tshawb fawb. Raws li kev ua haujlwm ntawm graphite tshwj xeeb, peb yuav ua cov thev naus laus zis tshiab, txhim kho cov khoom lag luam zoo, thiab siv zog ua kom tiav qib siab zoo hauv tsev thiab txawv teb chaws. Lub tuam txhab tau tsim ib lub chaw tshawb fawb thiab kev loj hlob tshiab nrog Graphene Engineering thiab Kev Lag Luam Kev Tshawb Fawb Lub Tsev Kawm Ntawv ntawm Xiamen University, graphite / graphene cov ntaub ntawv tshiab tshawb fawb thiab kev txhim kho kev sim nrog Shaanxi University of Science thiab Technology, thiab kev sib koom tes ua haujlwm siab. nrog Luoyang Institute of Technology.
5. Kev tswj hwm tus qauv thiab ntxiv dag zog rau kev tswj hwm sab hauv
Thaum lub sij hawm tshaj tawm, lub tuam txhab tau siv cov npe platform ntawm Beijing Tshuag Txauv kom tsis tu ncua txhim kho nws cov qauv tsim thiab ntxiv dag zog rau kev tswj hwm sab hauv. Cov txheej txheem tsim khoom siv cov txheej txheem kev tswj hwm kev tsim khoom, txhim kho cov txheej txheem kev tswj hwm, thiab tsim kom muaj cov saw hlau ua tiav rau kev tsim khoom thiab nyiaj txiag, ua kom muaj txiaj ntsig zoo ntawm lub koom haum thiab tso lub hauv paus ruaj khov rau kev loj hlob sai ntawm lub tuam txhab.
(2) Kev lag luam xwm txheej
Special graphite, due to its superior performance, has been increasingly widely used in high-tech fields such as lithium batteries, photovoltaics, semiconductors, aerospace, nuclear power, etc. It is one of the important resources that cannot be replaced by strategic emerging industries. The special graphite industry in China started relatively late and has developed rapidly in the past decade, but there is still a certain gap with the world's leading level. However, in recent years, with the rise of the downstream industry of special graphite, high-end special graphite products have been constantly emerging. Domestic special graphite production enterprises have continuously improved their production technology and research and development level, and the gap with foreign advanced levels has been narrowing. Among domestic companies in the same industry, some products in the fields of photovoltaics, semiconductors, electric sparks, etc. have already replaced imported products from overseas. On October 20, 2023, the Ministry of Commerce and the General Administration of Customs issued a notice on optimizing and adjusting temporary export control measures for graphite items, further clarifying that "artificial graphite materials and their products with high purity (purity>99.9%), high strength (flexural strength>30Mpa), and high density (density>1.73g / cubic centimeter) yuav tsum tsis txhob raug xa tawm yam tsis tau tso cai, hais txog qhov tseem ceeb ntawm cov graphite tshwj xeeb hauv lub teb chaws lub tswv yim. " kev ua haujlwm, thiab lub zog hluav taws xob nuclear hauv Suav teb, nws xav tias kev lag luam xav tau tshwj xeeb graphite yuav qhia kev loj hlob sai yav tom ntej.
3, Kev pom yav tom ntej
(1) Kev lag luam kev loj hlob tiam sis
Kev lag luam tshwj xeeb graphite, ua ib feem tseem ceeb ntawm cov ntaub ntawv tshiab, tau qhia txog kev txhim kho tseem ceeb hauv xyoo tas los. Nws cov downstream industries xws li lithium roj teeb, photovoltaics, semiconductors, metallurgy, dag pob zeb diamond, electronics, aerospace, tub rog kev lag luam, nuclear engineering, thiab lwm yam. Cov yam ntxwv ntawm tshwj xeeb graphite txiav txim siab tias nws yog ib tug consumable khoom. Lub peev xwm rau domestic tshwj xeeb graphite cov khoom lag luam tsim cov lag luam kom nyiam nruab nrab - thiab lub sijhawm ntev kev tsim kho kev lag luam.
(1) Qhov nce ntawm downstream industries expands lub lag luam chaw rau tshwj xeeb graphite
Tshwj xeeb graphite yog dav siv nyob rau hauv kev lag luam xws li metallurgy, tshuaj lom neeg kev lag luam, machinery, electronics, photovoltaics, lithium roj teeb, dag pob zeb diamond, tshiab zog, aerospace, tub rog kev lag luam, nuclear engineering, thiab lwm yam. Nws yog ib qho tseem ceeb cov kev pab cuam uas hloov tsis tau. los ntawm kev lag luam tawm tswv yim tawm tswv yim.
Nyob rau hauv lub tshav pob ntawm photovoltaics, tshwj xeeb graphite yog tsuas yog siv nyob rau hauv graphite thermal teb rau monocrystalline silicon loj hlob rauv thiab graphite Cheebtsam rau polycrystalline silicon ingot furnaces; Txoj kev loj hlob sai ntawm photovoltaic hnub ci zog yuav ncaj qha tsav txoj kev loj hlob ntawm kev xav tau tshwj xeeb graphite; Nyob rau hauv lub tshav pob ntawm lithium roj teeb, cov ntaub ntawv tsis zoo electrode feem ntau yog lub cev tseem ceeb rau lithium cia, ua tiav qhov kev ntxig thiab tshem tawm ntawm lithium ions thaum lub sijhawm them thiab tawm, thaum tshwj xeeb graphite feem ntau yog siv los ua crucible rau carbonization thiab sintering tsis zoo. cov khoom siv electrode; Nyob rau hauv lub tshav pob zeb diamond, tshwj xeeb graphite yog tsuas yog siv los ua sintering pwm rau cov khoom siv pob zeb diamond, uas yog siv los txwv cov duab thiab qhov loj ntawm cov khoom pob zeb diamond. Nws yog ib qho tseem ceeb consumable rau manufacturing pob zeb diamond txiav taub hau, sib tsoo hniav, saw hniav, thiab lwm yam khoom; Nyob rau hauv lub tshav pob ntawm hluav taws xob machining, tooj liab los yog graphite cov ntaub ntawv yuav siv tau raws li anode cuab tam electrodes. Piv nrog rau tooj liab electrodes, graphite electrodes muaj cov yam ntxwv ntawm tsawg ntom, yooj yim ua, tsis tshua muaj kev ntxhov siab thiab thermal deformation thaum txiav, thiab me me coefficient ntawm thermal expansion thaum lub melting point yog siab tshaj 3000 degree; Nyob rau hauv lub tshav pob ntawm nuclear fais fab, tshwj xeeb graphite raws li high-temperature gas cooled reactors yog qhov tseem ceeb graphite cov ntaub ntawv. Cov cua kub cua txias cua txias tau lees paub los ntawm thoob ntiaj teb nuclear zog zej zog raws li tam sim no muaj kev nyab xeeb tshaj plaws hom tshiab ntawm nuclear reactor, thiab yog txoj kev loj hlob ntawm yav tom ntej nuclear fais fab kev teeb tsa; Hauv kev lag luam casting, tshwj xeeb graphite kuj yog cov khoom siv tsis tuaj yeem ua cov crystallizers. Nws yog siv nyob rau hauv qhov loj-scale nruam casting ntau lawm ntawm ntshiab tooj liab, bronze, thiab tooj dag thiab yog ib tug tseem ceeb tivthaiv nyob rau hauv crystallizers; Tsis tas li ntawd, tshwj xeeb graphite kuj tseem siv los ua sintering pwm rau cov cuab yeej pob zeb diamond thiab cov alloys nyuaj, cov khoom siv thermal (heaters, rwb thaiv tsev, thiab lwm yam) rau cov tshuab nqus fiber ntau, thermal field Cheebtsam (heaters, bearing thav duab, thiab lwm yam) rau lub tshuab nqus tsev. Thaum tshav kub kub kho rauv, nrog rau precision graphite tshav kub exchangers, mechanical sealing Cheebtsam, piston rings, bearings, foob pob ua ntxaij nozzles, thiab lwm yam.
Nrog rau kev loj hlob sai ntawm kev lag luam xws li semiconductors, lithium roj teeb, photovoltaic hnub ci zog, dag pob zeb diamond, hluav taws xob tawm thiab pwm ua, thiab lub zog hluav taws xob hauv Suav teb, nws xav tias kev lag luam xav tau tshwj xeeb graphite yuav nthuav tawm sai sai rau yav tom ntej.
(2) Kev hloov pauv hauv tsev ntawm high-end tshwj xeeb graphite tau nkag mus rau lub sijhawm nrawm
Txoj kev loj hlob ntawm high-end tshwj xeeb graphite, sawv cev los ntawm isostatic nias graphite, pib thaum ntxov 1960s. Thaum pib, nws yog qhov kev sim ua los ntawm cov koom haum tshawb fawb. Txawm li cas los xij, vim tias tsis muaj peev xwm ua haujlwm tsis muaj zog thiab kev siv thev naus laus zis los ntawm kev lag luam txawv teb chaws, tag nrho qib tau nyob deb ntawm cov teb chaws xws li Tebchaws Meskas, Lub Tebchaws Yelemees, Fabkis, thiab Nyij Pooj. Vim lub fact tias isostatic nias graphite yog ib yam khoom tseem ceeb nyob rau hauv ntau yam tseem ceeb teb xws li photovoltaics, semiconductors, nuclear zog, thiab tub rog kev lag luam, ua kom tiav localization muaj qhov tseem ceeb. Txij li thaum xyoo 1990, cov tuam txhab graphite hauv tsev tau nkag mus rau lwm qhov chaw, thiab kev hloov pauv hauv tsev ntawm isostatic nias graphite tau maj nrawm. Tom qab xyoo ntawm txoj kev loj hlob, lub domestic isostatic nias graphite lag luam tau tsim ib tug multipolar kev sib tw qauv ntawm domestic manufacturers thiab txawv teb chaws graphite giants. Nws tau ua tiav qhov kev ywj pheej ntawm txawv teb chaws isostatic nias graphite tuam txhab hauv Suav teb, thiab kev hloov pauv hauv tsev ntawm high-end tshwj xeeb graphite yog nrawm.
(3) Customized tsim thiab ntau lawm yog cov kev txhim kho yav tom ntej
Tam sim no, cov khoom siv graphite tshwj xeeb hauv tsev yog cov khoom lag luam tseem ceeb, nrog rau qhov sib txawv tseem ceeb yog lawv qhov sib txawv thiab qhov ntau thiab tsawg. Cov ntaub ntawv tshwj xeeb graphite yog tsim los ntawm kev ua lub cev xws li kev txiav thiab polishing los ntawm cov khoom lag luam graphite downstream los tsim cov khoom uas tuaj yeem siv rau hauv ntau qhov chaw. Cov khoom lag luam tuaj txawv teb chaws tau ua tiav cov npe lag luam thiab ntau hom kev faib tawm, thiab tau raug tus kheej rau ntau yam kev lag luam hauv qab. Nrog rau kev nthuav dav txuas ntxiv ntawm cov ntawv thov hauv qab ntawm cov khoom siv graphite tshwj xeeb, kev tsim kho thiab tsim khoom rau kev lag luam sib txawv thiab daim ntawv thov teb kuj yog qhov sib txawv ntawm kev txhim kho yav tom ntej.
(2) Lub tuam txhab kev txhim kho lub tswv yim
Lub tuam txhab tsom mus rau kev ntxiv dag zog ntawm cov khoom lag luam nyob ib puag ncig ntawm cov dej ntws thiab cov dej ntws ntawm cov graphite tshwj xeeb, thiab tau pib nkag mus rau lub zog tshiab, maj mam tsim lub tuam txhab rau hauv cov khoom lag luam graphite uas sib koom ua ke ntau yam lag luam xws li graphite cov ntaub ntawv, graphite sib sib zog nqus ua. cov khoom, cov khoom siv hluav taws xob tshiab, thiab graphene industrialization - "Tuam Tshoj Ink Capital". Ua ntej, ua raws li cov lag luam tseem ceeb ntawm molding tshwj xeeb graphite thiab sib koom ua lag luam sib koom;
Thib ob, tshawb nrhiav high-end isostatic pressing graphite lag luam, tshwj xeeb tshaj yog nyob rau hauv semiconductor teb, thiab txhim khu cov khoom muag;
Thib peb, synchronize cov khoom nruab nrab thiab ntxhib qauv graphite kom txhawb cov qauv khoom;
Thib plaub, txuas ntxiv mus txuas ntxiv rau kev lag luam saw, txhim kho qhov kev faib ua feem ntawm cov khoom lag luam graphite, thiab nce kev xa tawm txawv teb chaws.
(3) Kev npaj ua lag luam lossis lub hom phiaj
Lub tuam txhab yuav nquag ua haujlwm los ntawm kev tswj hwm sab hauv, kev tsim muaj peev xwm tsim, kev tsim kho kev lag luam, thiab lwm yam raws li nws txoj kev txhim kho tag nrho, ua ke nrog nws tus kheej txoj kev xav tau kev loj hlob, los txhawb kev txhim kho thiab kev noj qab haus huv ntawm lub tuam txhab.
1. Siv peb tus kheej cov peev txheej tsim tau zoo thiab kho cov qauv khoom raws li kev ua lag luam.
Lub tuam txhab muaj 4 tus kheej sib tsoo thiab kneading ntau lawm kab, 5 roasting ntau lawm kab, thiab 4 graphitization ntau lawm kab. Nws tus kheej lub peev xwm ntau lawm yog cov saum toj kawg nkaus hauv kev lag luam hauv tsev, thiab nws cov khoom lag luam suav nrog cov qauv zoo molded cov khoom, cov qauv zoo isostatic nias cov khoom, thiab tag nrho cov khoom tshwj xeeb graphite nrog cov qauv nruab nrab thiab ntxhib. Cov khoom muaj peev xwm pub dawb tuaj yeem ua tiav thoob ntiaj teb los ntawm kev hloov pauv thev naus laus zis lossis kev hloov kho. Lub tuam txhab yuav layout nws cov khoom qauv raws li downstream kev ua lag luam hloov, sib sau ua ke nws cov lag luam qhia nyob rau hauv tshwj xeeb graphite molding, nce zus tau tej cov high-end isostatic pressing graphite, thiab kho lub peev xwm ntau lawm ntawm nruab nrab thiab ntxhib qauv graphite raws li xav tau.
2. Nthuav cov kev lag luam qis qis qis thiab txhim kho cov kev sib tw tseem ceeb ntawm kev lag luam.
Nyob rau hauv xyoo tas los no, kev siv downstream ntawm lub tuam txhab cov khoom lag luam tau tsom mus rau thaj chaw ntawm lithium roj teeb cov ntaub ntawv, feem ntau yog siv cov khoom siv kub-kub carbonization ntawm cov khoom siv hluav taws xob tsis zoo, nrog cov kev xav tau tsawg. Yuav kom ua tiav txoj kev loj hlob tseem ceeb, lub tuam txhab yuav tsum tshawb nrhiav kev lag luam nrog cov ntsiab lus thev naus laus zis siab dua thiab tsim cov khoom lag luam nrog tus nqi ntxiv.
3. Ua kom muaj kev tshawb fawb txog kev lag luam thiab kev tsim kho kom muaj kev lag luam ua lag luam.
Tom qab ntau tshaj kaum xyoo ntawm kev lag luam cultivation thiab nruam kev tshawb fawb thiab kev loj hlob innovation, lub tuam txhab tau mastered lub core technology thiab cov txheej txheem ntawm nws lub ntsiab lag luam teb, thiab muaj zog tshawb fawb thiab kev loj hlob innovation muaj peev xwm. Lub tuam txhab lub chaw tshawb fawb yog lub luag haujlwm rau kev tshawb fawb txog kev tsim kho tshuab, kev tsim kho tshiab, kev taw qhia, kev nqus, thiab kev siv hauv kev lag luam tshwj xeeb graphite. Raws li kev hloov pauv kev lag luam tas li thiab ib puag ncig kev lag luam, nws hloov kho raws sij hawm thiab optimizes cov ntsiab lus ntawm kev txhim kho technology. Ntxiv nrog rau kev ntxiv dag zog rau nws tus kheej kev tshawb fawb thiab kev txhim kho muaj peev xwm, nws tseem tsom mus rau kev koom tes thiab kev sib pauv nrog cov koom haum tshawb fawb kev tshaj lij, cov tsev kawm qib siab, kev koom tes kev lag luam, kev lag luam alliances, thiab koom haum koom haum, tsim kom muaj kev tshawb fawb thiab kev txhim kho technology system.
4. Txhim khu kev tswj tus nqi kom ua tiav cov nqi txo thiab kev ua haujlwm nce ntxiv rau cov lag luam.
Tau ntsib nrog kev sib tw ua lag luam hnyav zuj zus, cov lag luam yuav tsum coj mus rau hauv lawv tus kheej cov txiaj ntsig, ntxiv dag zog rau kev tswj hwm tus nqi, ua tiav cov nqi txo thiab nce kev ua haujlwm, thiab txhim kho lawv cov kev sib tw. Los ntawm lean ntau lawm, optimize ntau yam txheej txheem thiab txo cov nqi ntau lawm; Txhim kho thiab kho qhov kev ntsuam xyuas kev ua haujlwm kom txo tau cov nqi tswj; Ua raws li kev npaj nyiaj txiag zoo, txo cov nqi nyiaj txiag, thiab lwm yam.
5. Tsim kom muaj kev tswj hwm ESG thiab nquag muab rov qab rau zej zog thiab cov tswv cuab.
Maj mam tsim ib qho kev tswj hwm ESG, sib koom ua ke ESG cov tswv yim rau hauv tag nrho cov txheej txheem ntawm kev tsim khoom, kev tswj hwm, thiab kev ua haujlwm, ua tiav txoj kev loj hlob mus ntev ntawm ib puag ncig, zej zog, thiab kev tswj hwm kev lag luam, txhim kho lub tuam txhab cov txiaj ntsig thiab kev muaj peev xwm sib faib, thiab nquag muab. rov qab rau txhua tus neeg ua lag luam.
(4) Tsis paub meej yam
Lub voj voog ntau lawm ntawm cov graphite tshwj xeeb yog qhov ntev, ua rau nws nyuaj rau kev hloov kho raws sijhawm rau tus nqi hloov pauv hauv kev lag luam downstream. Qhov kev hloov pauv hauv kev lag luam hauv qab yuav cuam tshuam ncaj qha rau cov txiaj ntsig ntawm kev lag luam graphite tshwj xeeb.
4, Risk yam
(1) Kev pheej hmoo uas txuas ntxiv mus txog rau xyoo no
1. Qhov kev pheej hmoo ntawm macroeconomic fluctuations
Kev piav qhia ntawm Cov Teebmeem Tseem Ceeb: Cov kev lag luam hauv qab ntawm lub tuam txhab cov khoom tseem ceeb, tshwj xeeb graphite, feem ntau yog lithium roj teeb, photovoltaics, dag pob zeb diamond, tshuab, hluav taws xob, tshuaj, metallurgy, tsheb ciav hlau, kev tiv thaiv teb chaws thiab tub rog, aerospace, nuclear kev lag luam, thiab lwm yam. . Cov pa roj carbon kev lag luam uas lub tuam txhab ua haujlwm yog ze rau kev txhim kho cov kev lag luam hauv qab, thiab cov kev lag luam hauv qab no muaj qhov cuam tshuam loj heev rau kev txhim kho ntawm kev lag luam no. Kev lag luam cov cai thiab kev lag luam kev vam meej ntawm downstream industries ncaj qha cuam tshuam rau kev lag luam xav tau ntawm kev lag luam tshwj xeeb graphite. Cov kev lag luam hauv qab yog ze ze rau kev lag luam macroeconomy, thiab kev hloov pauv hauv kev lag luam thiab kev lag luam hauv teb chaws muaj kev cuam tshuam loj rau kev muag khoom ntawm tuam txhab.
Kev ntsuas cov lus teb: Lub tuam txhab nquag teb rau cov kev hloov pauv ntawm kev lag luam los ntawm kev txhim kho kev tswj hwm kev lag luam, txhim kho cov txheej txheem ntws, txhim kho cov khoom tsim nyog tus nqi, tsim kev lag luam, nthuav cov neeg siv khoom, nce kev tshawb fawb thiab kev tsim peev txheej, txhim kho cov khoom siv thev naus laus zis thiab kev sib tw ua lag luam, thiab lwm yam kev ntsuas.