Logic of negative electrode material industry: layout graphitization is beyond the general trend, and silicon-based negative electrode is the future. In view of the fact that the cost of graphitization accounts for up to 55%, which is the key link to reflect product differentiation, for the comprehensive consideration of improving product performance and reducing cost, negative electrode enterprises layout graphitization capacity through self construction and acquisition, enhance overall competitiveness through integrated layout, expand market share and improve the voice of the industry. At present, the mainstream cathode products in the market are carbon based materials. Considering that its gram capacity is close to the theoretical limit value, silicon-based materials with higher gram capacity are widely used by green glands. Although the volume expansion problem affects its industrialization process, nano, pre lithium and the use of binder can alleviate the volume expansion. Silicon-based materials will be the direction of technical exploration in the future.
Carbon based anode materials are still the mainstream of the market, among which artificial graphite has significant comprehensive advantages and occupies a leading position in the industry
Carbon based negative electrode materials mainly include natural graphite and artificial graphite. The leading enterprises in their respective subdivided industries are beiteri and Shanghai Putailai New Energy Technology Co.Ltd(603659) . Compared with natural graphite, artificial graphite has better first efficiency, cycle life, rate performance and expansion rate, and is more suitable for power batteries, consumer batteries and other fields. At present, the mainstream carbon based negative electrode material in the market is artificial graphite negative electrode
Graphitization is the link with the highest technical barrier in the preparation of artificial graphite, with high energy consumption and high cost proportion. Negative electrode enterprises tend to choose graphitization
Graphitization is the key link to reflect the differentiation in the preparation of artificial graphite. At the same time, the technical barriers are also the highest. Due to its high energy consumption and high cost ratio, most negative electrode enterprises choose to layout graphitization to improve the comprehensive competitiveness of products through integrated layout in order to improve product performance and reduce costs
Silicon based negative electrode materials are valued by the market for their gram capacity advantages, but problems such as volume expansion affect their commercialization process
When carbon based materials are close to their theoretical gram capacity and energy density is still an important breakthrough direction in the research and development of lithium batteries, silicon-based materials are widely popular in the market with their gram capacity of up to 4.000mah/g. However, the volume expansion problem affects the cycle performance and safety performance of batteries, so it affects their commercialization progress. At present, the main solutions include nanocrystallization, pre lithium and the use of adhesives
