Sɛ́ ade titiriw a wɔde di dwuma a ɛboa adwumayɛkuw ahorow a ɛkorɔn te sɛ semiconductors ne ahoɔden foforo no, graphite a ɛho tew kɛse -rehyɛn mfɛnsere bere a ɛho hia mu ama mfiridwuma mu nkɔso. Amanneɛbɔfo tee fii nhyiam no nhyehyɛe boayikuw no hɔ sɛ...2026 Ɔman High-Purity Graphite Nnwuma Nkɔnsɔnkɔnsɔn Nkɔso Nhyiam.
Mprempren, China abɛyɛ ɔman a ɛyɛ graphite na ɛde di dwuma sen biara wɔ wiase. graphite a ɛho tew kɛse no gua so duu yuan ɔpepepem 25 wɔ afe 2025 mu na wɔhwɛ kwan sɛ ɛbɛkɔ soro akodu yuan ɔpepepem 55 wɔ afe 2030 mu, a afe afe nkɔso a wɔabom ayɛ (CAGR) bɛboro 15%. Bere a China de mfaso kɛse asi hɔ wɔ abɔde mu graphite a wotu ne akɛse-scale artificial graphite a wɔyɛ mu no, nnwuma no da so ara hyia "bottleneck" nsɛnnennen wɔ high-end products mu: import dependence of semiconductor-grade ultra-high-purity graphite gyina 55%, localization rate of isostatically pressed graphite no nnu 40%, na nsɛm a ɛtaa ba te sɛ ahoɔden a wɔde di dwuma kɛse ne nneɛma a atwa yɛn ho ahyia ho nhyɛso a emu yɛ den wɔ hɔ. Saa bere yi nyinaa, nkɔso kɛse a ɛreba wɔ nnwuma a ɛwɔ nsu ase a kar foforo a ahoɔden wom, semiconductor, ne hydrogen ahoɔden ka ho no kɔ so ma wɔhwehwɛ. Wɔ afe 2025 mu no, wiase nyinaa ahwehwɛdeɛ a ɛfa graphite a wɔde di dwuma wɔ lithium-ion battery anode nneɛma mu no duu tɔn 500,000, na ahwehwɛdeɛ a ɛwɔ semiconductor adwumayɛbea no kɔ soro afe biara 15%, na ɛma mfiridwuma mu nkɔsoɔ yɛ adeɛ a ɛhia ntɛm.
Sɛ yɛde yɛn adwene si nnwuma mu ɛyaw nsɛntitiriw ne nkɔsoɔ mmeaeɛ a ɛyɛ hyew so a, saa nhyiamu yi de nsɛmti titire 15 besi hɔ na akyekyere-nnwuma-nkɔnsɔnkɔnsɔn mfiridwuma mu nsakraeɛ nhyehyɛeɛ a ɛdi mũ. Wɔ mfiridwuma mu nkɔsoɔ ho no, ɛbɛtwe adwene asi nkɔsoɔ a ɛtwa toɔ a aba wɔ nnuru ne ɔhyeɛ a ɛkorɔn -ɔhyeɛ a ɛkorɔn akwan a wɔfa so tew ho ma ultra-high-purity graphite (>=99.999%), ne mfiridwuma mu dwumadie ne ɛka sohwɛ a ɛfa ahotew mfiridwuma foforɔ te sɛ microwave ne plasma ho, a ɛbɛbua nnwuma no ahiadeɛ a ɛhia ntɛm a ɛbɛma ahoteɛ atu mpɔn, ɛka a wɔbɛtew so, ne adwumayɛ a wɔbɛma ayɛ yiye. Wɔ dwumadie foforɔ mu no, nhyiamu no bɛyɛ -nhwehwɛmu a emu dɔ wɔ akwankyerɛ a ɛtwa-a ɛka ho ne ahosiesie a ɛfa graphite nneɛma a ɛho tew a ɛkorɔn-ma semiconductors, nnoɔma foforɔ a wɔbɛyɛ wɔ lithium-ion battery anode nneɛma mu, ne graphite nneɛma a wɔde bedi dwuma wɔ hydrogen ahoɔden a wɔkora so ne akwantuo mu. Ɛbɛsan nso ahwɛ nneɛma foforo a wɔhwehwɛ fi nuklea adwumayɛ ne ahunmu adwumayɛbea, ne dwumadie ho nsɛm a ɛreba te sɛ superconductivity ne quantum kɔmputa so. Sɛnea ɛbɛyɛ a wobedi nkɔsoɔ botaeɛ a ɛyɛ ahabammono ho no, wɔbɛhyehyɛ nsɛmti titire a ɛfa ahoɔden a wɔde di dwuma ne nwura a wɔsan de di dwuma ho de aboa nnwumakuo ma wɔadi "dual carbon" nhyehyɛeɛ ne amanaman ntam nneɛma a atwa yɛn ho ahyia ho ahwehwɛdeɛ te sɛ EU Carbon Border Adjustment Mechanism (CBAM) ho dwuma.
Sɛnea ɛbɛyɛ a wɔbɛhyɛ nnwuma, adesua, nhwehwɛmu, ne dwumadie a wɔde bɛka abom a emu dɔ ho nkuran no, nhyiamu no bɛda dwumadiɛ titire ahodoɔ adi. On-beae adetɔ ne nhyiamu a ɛne ne ho hyia bɛtwe adwene asi nkɔnsɔnkɔnsɔn ahiadeɛ a ɛdi mũ te sɛ sika a wɔde bɛto mu ne sikasɛm, nkɔsoɔ nsakraeɛ, nhyehyɛeɛ ano aduru, nnwinnadeɛ a wɔbɛtɔ, ne talente a wɔbom yɛ, a wɔbɛkyekyere atenaeɛ a ɛbɛma wɔayɛ adwuma abom pɛpɛɛpɛ. Ɔyɛkyerɛ a wɔbɛyɛ no bere koro mu no bɛda nnwuma-nkɔnsɔnkɔnsɔn nneɛma a edi mũ adi a nea ɛka ho ne graphite a ɛho tew kɛse, nneɛma a wɔde yɛ adwuma, nnwinnade a wɔde yɛ adwuma, ne nnwinnade a wɔde sɔ hwɛ, na ama wɔn a wɔde wɔn ho bɛhyɛ mu no anya atenae a ɛyɛ mmerɛw a wɔde bɛsesa mfiridwuma ne nneɛma. Nnwumayɛbea nhyiamu a ɛte saa ara a atwam a China Powder Network yɛeɛ no atwetwe ananmusifoɔ bɛboro 300 a wɔfiri nnwuma, nwomasua, ne nhwehwɛmu asoɛeɛ, na abɛyɛ atenaeɛ a ɛho hia ma mfiridwuma mu nkitahodiɛ ne mfiridwuma mu adwumayɛkuo.
Saa nhyiamu yi abue ama nnwumakuo no nyinaa, ɛto nsa frɛ nnwumakuo a wɔde wɔn ho hyɛ abɔdeɛ mu graphite a wɔtu, graphite a wɔde ayɛ, ne graphite nneɛma a ɛho tew a ɛkorɔn-yɛ mu; mfiridwuma ne adetɔ so ahwɛfo a wofi mmeae a wɔde di dwuma te sɛ semiconductor, lithium batere, ne hydrogen ahoɔden; sukuupɔn mu nhwehwɛmu akuw; ne ananmusifo a wofi sikakorabea ahorow mu. Tiered pricing system fa nhyiamu ho ka ho: adwumayɛbea ananmusifoɔ a wɔkyerɛw wɔn din ansa na February 10, 2026 adu no, wɔbɛgye yuan 1,600 pɛ ama onipa biara, berɛ a wɔbɛgye yuan 1,200 afiri sukuupɔn mu akyerɛkyerɛfoɔ ne asuafoɔ ananmusifoɔ hɔ ama onipa biara. Nhyiamu nneɛma, nhyiamu som, ne aduane ka ho ka ho; wobetumi ayɛ dabere ho nhyehyɛe wɔ wɔn ankasa mu.
Obi a ɔfata a ɔhwɛ nhyehyɛe boayikuw no so kae sɛ nhyiam yi bɛboaboa asraafo atitiriw ano wɔ adwuma no mu. Ɛnam akwan ahodoɔ pii te sɛ mfiridwuma ho nhyiamu, ahwehwɛdeɛ a ɛne ne ho hyia, ne nneɛma a wɔde kyerɛ so no, ɛbɛma mfiridwuma titire ne mfiridwuma mu dwumadie a ɛfa graphite a ɛho tew a ɛkorɔn ho no akɔ ntɛmntɛm, aboa China graphite adwumayɛkuo no ma wɔasakra afiri "scale advantage" akɔ "high-end leadership" na wɔakɔ wiase nyinaa value chain no awiei a ɛkorɔn.
