How to avoid negative electrode materials -Lithium - Ion Battery Equipment

How to avoid negative electrode materials -Lithium - Ion Battery Equipment

The performance of traditional anode materials has reached the limit, and the demand for anode materials in the traditional energy storage field has also been saturated, and the layout of the power lithium battery market has become a "must fight" for anode material companies.

The four important components of lithium-ion batteries include positive electrode, negative electrode, electrolyte and separator. Among these four materials, the price of negative electrode material is relatively stable, and the technical route is mainly graphite. From the current point of view, the technology of anode materials is mature and the capital injection is small. Compared with the "surging winds" of other materials, the life of anode materials is "calm" and looks quite happy.(Lithium - Ion Battery Equipment)

Nowadays, the market demand for power lithium batteries is rising rapidly, driving the rapid development of various upstream material fields. However, at the same time of development, higher requirements are also placed on the performance of materials. At the moment when the entire field of upstream materials for power lithium batteries has made great efforts to change itself to meet the new market demand, how can anode materials be immune to it?

One: man-made as the main and natural as the supplement
In fact, anode materials are also constantly seeking self-breakthroughs. Qiao Yongmin, R&D director of Shanghai Shanshan Technology Co., Ltd. told reporters, "At present, anode materials are mainly changing in two directions. One is the improvement of anode material technology, especially in the High magnification, high capacity, low temperature and high temperature, etc., test the company's technical strength; second, large-scale production has become an advantage for anode companies to participate in competition, and expanding production scale has become the key point of many companies' layout."

It is understood that the current negative electrode materials on the market are mainly natural graphite and artificial graphite, both of which have their own advantages and disadvantages, and their application fields are also different. Natural graphite has simple process, low price and high gram capacity, but poor liquid absorption and cycle performance; artificial graphite has complex process and high price, but has better cycle and safety performance.

Pi Tao, general manager of Hunan Xingcheng Graphite Technology Co., Ltd., said, "The advantages and disadvantages of the two types of graphite complement each other, but artificial graphite is currently the dominant one. In our company's current product composition, natural graphite and artificial graphite account for 1:2. In the future, the company will add artificial graphite. At the same time, it will do a good job in technical reserves of new anode materials such as silicon carbon."

Benefiting from the surge in demand for power lithium batteries, graphite shipments have also greatly increased, and artificial graphite shipments are much higher than natural graphite. Relevant data show that in the first quarter of this year, my country's natural graphite output was 4,770 tons, an increase of 16.3% year-on-year; artificial graphite shipments were 15,160 tons, an increase of 110.5% year-on-year. The performance of companies with artificial graphite as the main product has been rapidly improved.

From the perspective of production companies, Shanghai Shanshan, Shenzhen Snow, Xingcheng Graphite, Jiangxi Zichen, and other leading companies in the field of anode materials have benefited from the sharp rise in power lithium batteries, and their performance has improved significantly since last year. . In the first quarter of this year, Jiangxi Zichen ranked first in terms of artificial graphite shipments.

According to industry insiders, in the first half of this year, the sales of new energy vehicles were lower than expected. At that time, how will the industry pattern of anode materials change? How should the competitive focus of anode materials be turned?

2: Seeking newness and greatness is the general trend

From a global perspective, the important producers of lithium-ion battery anode materials currently come from my country and Japan. my country's advantage is that it is rich in graphite resources, while Japan's advantage is advanced technology. The market of anode material products presents an obvious oligopoly pattern, and the market concentration of anode materials is high, which determines the relative stability of the industry structure.

Experts predict that by 2020, my country's anode materials will account for more than 60% of the world's anode materials.



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