Vim li cas zirconium thiaj li kim?
Zirconium, raws li "cov tswv yim me me hlau," tab tom dhau los ua qhov tseem ceeb rau kev txhim kho cov haujlwm tseem ceeb xws li lub zog nuclear, lub zog tshiab, thiab cov khoom siv hluav taws xob, ua rau lub zog precision ntawm siab -kawg tsim khoom thoob ntiaj teb. Los ntawm cov txheej txheem tiv thaiv ntawm nuclear reactors mus rau electrolyte ntawm cov khoom- lub xeev cov roj teeb, los ntawm ceramic rov qab panels ntawm smartphones mus rau 3D- luam ntawv hniav nyiaj hniav kub crowns, tus nqi ntawm zirconium tau transcended lub Scope ntawm tsoos industrial hlau. Tom qab nws tus nqi nce siab yog ib qho kev lag luam toj roob hauv pes ua ke los ntawm cov khoom siv thiab kev xav tau tsis sib xws, kev cuam tshuam thev naus laus zis, thiab cov peev txheej tsis txaus.
Lub "straitjacket" ntawm lub ntiaj teb zirconium ore mov yog nruj. Australia, lub ntiaj teb loj tshaj plaws zirconium ore tsim tawm, yuav txo nws cov mining quota los ntawm 15% nyob rau hauv 2025. Qhov no, ua ke nrog kev kaw ntawm Iluka's Jacob mine vim kev tawm tsam hauv zej zog thiab kev tawm tsam mining hauv South Africa ua rau muaj 32% cuam tshuam rau cov khoom siv thoob ntiaj teb, tau ncaj qha thawb cov nqi zirconium concentrates. Raws li lub Xya Hli 2025, CIF tus nqi ntawm 60% qib Australian zircon xuab zeb hauv Suav teb tau nce mus rau $ 2,150 ib tuj, nce 8% ntawm lub hli dhau los. Yog tias Jacob mine tsis tuaj yeem rov pib tsim khoom, qhov sib txawv thoob ntiaj teb yuav ncav cuag 50,000 tons, thiab cov nqi yuav tsum tshaj $ 2,200 ib tuj. Lub caij no, Tuam Tshoj txoj kev tshuaj xyuas ib puag ncig tau nce zuj zus, ua rau kaw 18 qhov me thiab nruab nrab - cov chaw ua cov ore hauv Jiangxi thiab Hainan xeev vim tsis ua raws li cov qauv kev kho mob. Cov nroj tsuag no, nrog rau ib xyoos twg muaj peev xwm tshaj 80,000 tons, ua rau muaj kev txaus ntshai ntxiv. Qhov ob lub siab ntawm "peev txheej- lub teb chaws nplua nuj txo kev tsim khoom + kev tiv thaiv ib puag ncig- cuam tshuam txog kev txwv ntau lawm" tau ua rau zirconium tsis tshua muaj peev xwm nrhiav tau los ntawm kev lag luam thoob ntiaj teb.
Kev loj hlob tawg hauv kev thov tau txhaj cov kev txhawb nqa mus rau hauv tus nqi zirconium. Kev rov qab los ntawm kev lag luam hluav taws xob hluav taws xob hluav taws xob yog qhov sib cav loj tshaj plaws: los ntawm 2025, Tuam Tshoj yuav muaj 23 lub zog hluav taws xob nuclear nyob rau hauv kev tsim kho, nrog rau tag nrho cov peev txheej ntawm 26.8 GW. Txhua 1,000 kW chav tsev yuav tsum muaj 120 tons ntawm zirconium cov ntaub ntawv, txhais tau hais tias qhov kev pib tshiab ib leeg tuaj yeem tsav kev thov ntau dua 2,700 tons. Hauv kev ua lag luam thoob ntiaj teb, Framatome ntawm Fabkis tau kos npe rau tsib- xyoo ntev- daim ntawv cog lus nrog Tuam Tshoj Dongfang Zirconium Kev Lag Luam, yuav ntau tshaj 800 tons ntawm nuclear- qib sponge zirconium txhua xyoo. Lub zog tshiab tseem tab tom ntsib zirconium boom: khoom- lub xeev cov roj teeb xav tau 10-20 kg ntawm siab- purity zirconium oxide ib GWh, thiab Japanese thiab South Kauslim cov tuam txhab semiconductor tab tom yuav khoom siab -purity nti rau kev tsav tsheb zirconium Tus nqi nruab nrab ntawm 99.5% zirconium oxide hauv Suav teb rau 68,000 yuan / ton, ib xyoos -ntawm -xyoo nce ntau dua 20%. Qhov tseem ceeb tshaj plaws yog qhov "ceramicization" qauv hauv cov neeg siv khoom siv hluav taws xob-cov qauv zoo li Huawei Mate 70 Ultra thiab Xiaomi 15 Pro siv zirconium oxide ceramic backplates, nce tus nqi ntawm zirconium siv ib chav ntawm 5g rau 12g. Kev lag luam loj yog kwv yees kom tshaj 8 billion yuan los ntawm 2025, sib xws rau 40% nce hauv zirconium xav tau.
Cov teeb meem thev naus laus zis thiab cov peev txheej monopolies ua ib qho "tsis pom moat" rau tus nqi zirconium. Lub peev xwm tsim tau thoob ntiaj teb ntawm 99.9% siab-purity zirconium oxide yog monopolized los ntawm Nyiv thiab Fabkis cov neeg loj heev, nrog rau Tuam Tshoj txoj kev cia siab rau kev xa tawm ntau dua 80%. Hauv thaj tsam ntawm nuclear - qib sponge zirconium, txawm hais tias Dongfang Zirconium Kev Lag Luam tau tawg los ntawm kev lag luam txawv teb chaws, cov nqi ntawm nws cov N36 hom nuclear- qib sponge zirconium tseem yog 30% qis dua cov khoom lag luam, qhia txog kev sib tw rau cov nqi hluav taws xob hauv kev lag luam siab -. Txawm tias nyob rau hauv ib txwm muaj kev lag luam sectors, zirconium txaus siab rau tus nqi vim nws cov peev txheej tsis txaus - zirconium reserves thoob ntiaj teb tsuas yog 60 lab tons, nrog rau Tuam Tshoj suav txog tsawg dua 10%, thiab nws cov qib poob txhua xyoo; nws cov peev txheej tus cwj pwm txiav txim siab nws qhov ntev - lub sij hawm nce tus nqi nce.
Los ntawm nuclear reactors mus rau smartphones, los ntawm cov chaw kho hniav mus rau semiconductor factories, zirconium yog reshaping cov kev sib tw toj roob hauv pes ntawm siab -kawg manufacturing raws li ib tug "zaum tus yeej." Nws tus nqi nce siab tsis yog ib qho luv luv - lub sij hawm hloov pauv vim yog cov khoom lag luam thiab kev xav tau tsis sib xws, tab sis lub sijhawm ntev - lub teeb liab ntawm kev nce kev cia siab ntawm cov hlau me me rau kev txhim kho kev lag luam thoob ntiaj teb. Thaum Dongfang Zirconium Kev Lag Luam xa cov qauv mus rau CATL hauv thaj tsam ntawm cov khoom siv hluav taws xob- xeev cov roj teeb electrolytes, thiab thaum Sanxiang Cov Khoom Tshiab 'zirconium-raws li thermal barrier txheej tau siv rau Long March 9 foob pob hluav taws cav, tus nqi ntawm zirconium transcended hlau nws tus kheej, dhau los ua "txoj kev sib txuas technologies" thiab yav tom ntej. Hauv qhov kev sib tw no rau cov peev txheej thiab kev ua haujlwm thev naus laus zis, tus nqi nkhaus ntawm zirconium yog qhia txog qhov tob - zaum txoj hauv kev ntawm kev hloov pauv thoob ntiaj teb thiab kev txhim kho.
