Silicon carbon negative electrode has the advantages of high energy density and suitable discharge platform. It is one of the potential next generation negative electrode materials. In the past few years, due to the high price of products and the immature supporting industrial chain, the industrialization of silicon carbon negative electrode has not progressed as expected. However, since 2021, Tesla, Contemporary Amperex Technology Co.Limited(300750) and other enterprises have successively started mass production of power battery products using silicon carbon negative electrode, and some negative electrode enterprises have also begun to invest in the construction of silicon carbon negative electrode production line.
As an important part of lithium-ion battery, the use of high-capacity cathode materials can effectively improve the energy density of the whole battery. After decades of development, the actual specific capacity of the most commonly used graphite material can reach 360365mah / g, which is very close to the theoretical specific capacity (372mah / g). The continuous improvement of graphite negative electrode performance is very limited to the improvement of lithium-ion battery performance. Silicon based anode has the advantages of high energy density, wide distribution of raw materials and suitable discharge platform. It is considered to be a promising cathode material for the next generation of lithium ion batteries.
According to the theme database of financial Associated Press, among the relevant listed companies:
Chengdu Guibao Science & Technology Co.Ltd(300019) build a 50 t / a silicon carbon cathode pilot production line in 2019. The products have passed the evaluation of several battery manufacturers and achieved small batch supply. It is planned to build a new project such as silicon carbon cathode materials for 10000 t / a lithium batteries in 2021.
Shenzhen Xfh Technology Co.Ltd(300890) said that the developed silicon carbon cathode material products are in the pilot stage and have the conditions for industrialization.
