Silicon based negative electrode is the future: Although the current negative electrode material of lithium-ion battery is mainly graphite, the gram capacity of graphite material is close to its theoretical limit, and it is urgent to improve the energy density of lithium battery. Since the gram capacity of silicon-based material is much higher than that of graphite, it is inevitable to use silicon-based material as the negative electrode of lithium battery.
Technology and capacity layout of enterprises: materials, batteries and new energy vehicle enterprises outside China are cutting into the R & D and production of silicon-based negative electrodes. Beiteri carried out the research and development of silicon-based materials earlier. At present, it has mass production capacity and supplies Tesla, Panasonic, etc. Shanghai Putailai New Energy Technology Co.Ltd(603659) has layout in the field of silicon carbon negative electrode and silicon oxygen negative electrode materials, and basically has production capacity. Tesla has a negative capacity of 550mah / G by adding 10% silicon into the negative electrode.
Industrialization prospect of silicon-based negative electrode: Although the industrialization and application of silicon-based negative electrode materials are plagued by problems such as volume expansion, complex process and high cost, with the improvement of process and the proper solution of relevant problems, and the explosion of demand in the fields of superimposed power battery and consumer battery, the volume and price of silicon-based negative electrode will rise at the same time.
Future market scale of silicon-based negative electrode: the demand for silicon-based negative electrode in the field of power and consumer batteries is growing rapidly, and the capacity release of silicon-based materials is less than the demand due to technical barriers and long capacity expansion cycle. With the increase of volume and price, the market of silicon-based negative electrode materials will reach 26.4 billion yuan in 2026.
