High-speed growth in demand for silicon carbon anode market space is huge

For a long time, as an important material for power batteries of new energy vehicles, lithium battery anode materials have been strongly supported by national science and technology policies and industrial policies
.
With the rapid development of new energy vehicles on a global scale, it will play a more obvious role in promoting the development of the lithium battery industry chain, and lithium battery anode materials will usher in a broader development space
.
Insufficient high-end capacity data show that driven by the growth of the new energy vehicle power battery terminal market, China's anode material shipments reached 265,000 tons in 2019, a year-on-year increase of 38%
.
As of the end of 2019, the production capacity of domestic anode material companies reached 589,800 tons, a year-on-year increase of over 31%
.
Since 2020, the supply of domestic anode material products has continued to grow rapidly, and the trend of capacity expansion is obvious
.
On September 22, Hubei Baoqian's annual output of 50,000 tons of anode material project officially started.
The project has a total investment of 600 million yuan and is scheduled to be put into operation in June 2021
.
In the first phase, two 10,000-ton/year anode material production lines will be built.
After all the projects are completed, the overall annual production capacity of 50,000 tons of anode materials will be formed
.
Prior to this, Xiangfenghua was officially listed on the Shenzhen Stock Exchange on September 17
.
Xiangfenghua plans to raise funds after deducting the issuance costs, which will be used for the construction of a 30,000-ton high-end graphite anode material production base
.
It is understood that Xiangfenghua's production capacity will be about 20,000 tons at the end of 2019, and the production capacity in 2020 is expected to be about 30,000 tons
.
In the future, with the production of 30,000 tons of raised investment projects, Xiangfenghua will form a production and sales scale of more than 60,000 tons
.
In addition, on August 24, Shanshan shares adjusted the raised funds to invest in the construction of a lithium-ion battery anode material project with an annual output of 100,000 tons
.
On July 9, Putailai plans to raise 4.
592 billion yuan to invest in projects with an annual output of 50,000 tons of lithium battery anode materials, and an annual output of 50,000 tons of lithium ion battery anode materials
.
On July 2, China Science Star City newly built a 10,000-ton/year negative electrode material graphitization production line in Guizhou for trial production; the company expects to have a 40,000-50,000 tons negative electrode material production capacity by the end of 2020
.
On June 16, the application for listing of Beterui Selected Layer was successfully passed; the company plans to raise 2 billion yuan for Huizhou Beterui's annual production of 40,000 tons of lithium battery anode materials and other projects
.
On April 27th, Tianquan Fuan Company, a subsidiary of Fuan Group, completed its production line for lithium battery anode materials with an annual output of 40,000 tons
.
Judging from the current market structure, the domestic anode material industry has a relatively high degree of concentration, and there are "three major and five small companies" that are more powerful
.
The three majors refer to Baterui, Putailai (Jiangxi Zichen), and Shanshan Co.
, Ltd.
; the five minors refer to Kaijin Energy, Zhengtuo Energy, Shenzhen Snow, Zhongke Star City, and Xiangfenghua
.
Among them, Beitri has ranked first in the world in terms of anode material shipments for 7 consecutive years since 2013
.
BTR is the first material company in China to use natural graphite as a negative electrode material, and also the first material company to export natural graphite to foreign countries
.
Putailai shipped 46,000 tons of anode materials in 2019, an increase of 54% year-on-year, and its share of the domestic artificial graphite market reached 22%
.
It is worth noting that although the domestic anode material capacity expansion is very strong, the overall capacity utilization rate is not high, structural surplus appears, and the high-end product capacity is still in short supply
.
Analysts pointed out that the future competition pattern of the anode material market will focus on competition among the leading players, low-end production capacity will be gradually cleared out, enterprises with core technologies and advantageous customer channels will gain more market share, and market concentration will be Further improve
.
Speeding up the R&D and application of silicon-carbon materials In the downstream new energy vehicles, energy storage and other terminal applications, the performance, safety, stability and other requirements of lithium batteries continue to improve, and the cost is reduced.
Under the background of reducing costs, anode material companies need to continue to develop new technologies , New processes and new products to meet the rapid iteration needs of downstream lithium-ion batteries for key materials
.
At present, natural graphite and artificial graphite are the mainstream anode material technology routes, and the application of new-type anode materials such as silicon-based materials is also becoming more widespread
.
Technically speaking, the upgrade of graphite anode systems to silicon-based anode systems is an important direction
.
The specific capacity of silicon carbon anode materials can reach several times that of natural graphite electrodes and artificial graphite electrodes, and its application in lithium batteries will greatly increase the upper limit of energy density
.
It is understood that many domestic material companies are actively deploying silicon-carbon anode materials, such as Beterui, Shanshan Co.
, Ltd.
, Jiangxi Zichen, Shenzhen Snow, Zhongke Electric, Jiangxi Zhengtuo, Sibao Technology, Chuangya Power, Dalian Lichang and others are actively promoting the industrialization of silicon carbon anodes
.
"Betterui anode materials have a very complete product range and varieties, including natural graphite anode materials, artificial graphite anode materials that come from behind, and silicon series anode materials that lead the trend and are at the forefront of (technical innovation)
.
"Betterui chairman He Xueqin said in an interview with the media
.
As one of the earliest companies in China to mass-produce silicon-based anode materials, Beterui's silicon-based anode material shipments ranked among the top in the industry in 2019
.
It is reported that BTR’s silicon-carbon anode materials have broken through to the third-generation products, and the specific capacity has been increased from the first-generation 650mAh/g to the third-generation 1500mAh/g, and the fourth-generation silicon with higher capacity is being developed.
Carbon anode material products
.
As a new entrant in the lithium battery anode material industry, Sibao Technology has aimed at the industry's high-end silicon-carbon anode materials from the beginning
.
Sibao Technology stated that in 2019, the company completed the pilot test and built a pilot production line of silicon carbon anode materials with a capacity of 50 tons/year.
At the same time, the company's "high specific capacity lithium-ion battery silicon/carbon composite anode material" passed the economic and informatization of Sichuan Province.
The result appraisal organized by the department, the appraisal conclusion is the international advanced level
.
According to Wang Youzhi, chairman of Sibao Technology, the company has sent samples to a number of battery manufacturers for joint development, and will produce more in accordance with the progress of cooperation with manufacturers
.
In the future, Sibao Technology will continue to increase its R&D investment in silicon-carbon anode materials
.
It is understood that Ningde Times, BYD, Guoxuan High-Tech, Lishen Battery, Weihong Power and other battery manufacturers are accelerating the research and development and trial production of silicon carbon anode systems
.
The data shows that in 2018, the domestic consumption of silicon-carbon composite materials has reached 2000-3000 tons, an increase of about double the year-on-year
.
It is predicted that the domestic silicon-carbon anode material market will reach 5 billion yuan in 2020
.
? With the global lithium battery industry benefiting from the rapid development of automobile electrification and driving the rapid growth of demand for lithium battery anode materials, the future market space for silicon carbon anodes is huge
.