1200mah lipo battry 6s negative electrode material carding

1200mah lipo battry 6s is composed of four main raw materials, including positive and negative electrodes, separator and electrolyte. The negative electrode material is one of the key factors affecting the performance of 1200mah lipo battry 6s capacity, cycle and rate (fast charge).

Among the four major materials of 1200mah lipo battry 6s, the cost of negative electrodes is low (about 7%), and downstream enterprises are less sensitive to the price of negative electrodes of 1200mah lipo battry 6s, and pay more attention to stable supply capacity; and 1200mah lipo battry 6s The negative electrode industry has the best competition pattern. In 2019, CR3 and CR5 accounted for 57% and 79% respectively. Among them, the natural graphite negative electrode Bitterui dominated the market, and the artificial graphite negative electrode was divided into 63% by Zichen, Kaijin and Shanshan. Shares, leading companies benefit more.

As an important component of 1200mah lipo battry 6s, the production of negative electrode materials by domestic companies accounts for the highest proportion in the world, increasing from 65% in 2015 to 81% in 2020. In recent years, shipments have also been showing an upward trend.
According to GGII data, the shipment of anode materials in 2020 is 365,000 tons, a year-on-year increase of 35%. The market growth exceeded expectations, mainly due to the substantial increase in demand for 1200mah lipo battry 6s in various fields around the world.
It is estimated that the demand for anode materials will reach 960,000 tons in 2025, and the market size in 2025 will reach 46.2 billion yuan.

1. 1200mah lipo battry 6s graphite anode: 1200mah lipo battry 6s is the absolute mainstream route in the anode industry

1200mah lipo battry 6s anode materials can be divided into two categories: carbon materials and non-carbon materials. Carbon materials include artificial graphite, natural graphite, mesocarbon microspheres, soft carbon, hard carbon, etc., and non-carbon materials include lithium titanate, silicon-based materials, tin-based materials, and the like. Because graphite has the advantages of high electronic conductivity, high specific capacity, stable structure and low cost, it has become the most widely used and most mature anode material.

It is the absolute mainstream route of 1200mah lipo battry 6s anode industry, accounting for 95%. At present, the most widely used 1200mah lipo battry 6s anode materials are still natural graphite and artificial graphite (composite graphite based on natural graphite and doped with other anode materials), 1200mah lipo battry 6s silicon-based and other alloy anode materials Although it has begun to be applied to Tesla/Panasonic power batteries, it is still in the early stage of promotion and the demand is still relatively limited.

2. 1200mah lipo battry 6s artificial graphite negative electrode: the first choice for 1200mah lipo battry 6s negative electrode material

Judging from the product structure of 1200mah lipo battry 6s anode products, the proportion of artificial graphite products continued to increase, and the market accounted for 84%. In 2020, China's artificial graphite shipments will be about 307,000 tons, an increase of about 47.60% year-on-year. The growth rate is higher than the growth rate of anode material shipments, mainly due to the development of the new energy vehicle industry, which has higher performance for 1200mah lipo battry 6s. Require.

The main raw materials of artificial graphite are petroleum coke, needle coke, pitch coke, etc. It has the advantages of long cycle life, high consistency and strong electrolyte compatibility. At present, it has gradually become the mainstream application direction of 1200mah lipo battry 6s negative electrode materials in China. . 1200mah lipo battry 6s raw materials and graphitization processing fees are an important part of the cost of artificial graphite.

The raw material coke used by different companies is quite different, resulting in large differences in cost, product price and performance. According to the announcement, in the cost composition of the 1200mah lipo battry 6s artificial graphite of Zichen, Shanshan and Xiangfenghua, the cost of raw materials accounts for 30%-40%, and the processing fee and freight account for 50%-60% (Shanshan The share processing fee is included in the manufacturing expenses), of which the processing fee and freight mainly refer to the external processing fee and freight for graphitization. factor. In order to control costs, mainstream 1200mah lipo battry 6s anode companies have begun to build graphitization plants in low electricity price areas.

3. 1200mah lipo battry 6s silicon-based anode material: the mainstream direction of the next-generation 1200mah lipo battry 6s anode material

Japanese scientific research data shows that the capacity density of artificial graphite anode has been close to the theoretical upper limit since 2002, and the room for improvement is limited; the performance improvement mainly focuses on rate performance and cycle life. Compared with 1200mah lipo battry 6s graphite anode material, the energy density advantage of silicon-based anode material is obvious.
The theoretical energy density of graphite is 372mAh/g, while the theoretical energy density of silicon anode is 10 times higher than that of 4200mAh/g, so it has become one of the mainstream directions of the next-generation 1200mah lipo battry 6s anode material.

At present, the technology of silicon carbon anode is still immature, and there is still a certain distance from large-scale commercial application. At present, most domestic enterprises are in the stage of research and development and small test. According to Battery China.com, Betri, Shanshan, Zichen, Snow, Zhongke Electric, Zhengtuo, Sibao Technology, Chuangya Power, Lichang, etc. are all actively promoting the industrialization of silicon carbon anodes.
As early as 2014, the silicon-carbon anode material developed by Betray has passed the certification of Samsung, and took the lead in meeting the requirements of industrial application, occupying the first-mover advantage in the silicon-carbon 1200mah lipo battry 6s anode material market.

At present, the annual production capacity of Beitri silicon carbon 1200mah lipo battry 6s anode exceeds 1000 tons, which is supplied to overseas customers such as Panasonic, and has been applied to Tesla Model 3 models. As early as 2017, Zichen invested 5 billion yuan to build a 1200mah lipo battry 6s diaphragm and anode material project, including mass production of new silicon-carbon composite anode materials in cooperation with the Institute of Physics, Chinese Academy of Sciences.

4. Competitive landscape of 1200mah lipo battry 6s anode materials

The 1200mah lipo battry 6s anode material industry has high technology, process, customer and capital barriers, the industry concentration is high, and the competition pattern is good. Compared with batteries, separators, cathode materials, etc., domestic enterprises of graphite anode have the highest market share and shipment share.

In the future, the market share of domestic enterprises is expected to continue to rise to more than 90%, because the 1200mah lipo battry 6s anode is high. In energy-consuming and technology-intensive industries, Chinese companies will have an advantage.
From the perspective of the global competition pattern, the current overseas anode companies are only Hitachi Chemical and Mitsubishi Chemical. The domestic 1200mah lipo battry 6s anode material industry presents four major patterns.

The pattern of the four major negative electrode material manufacturers, Beterui, Shanshan, Zichen and Kaijin, is relatively stable.
Among them, the natural graphite negative electrode is dominated by Bettray, and the artificial graphite negative electrode has a market share of 63% with Zichen, Kaijin and Shanshan. According to the high-tech lithium battery data, the CR4 of the negative electrode material industry in the first three quarters of 2020 is about 50%, of which Beterui (22%), Zichen (18%), Shanshan (17%), and Kaijin (12%).

Enterprises such as Bettray, Jiangxi Zichen and Shanshan share a lot of exports; Dongguan Kaijin mainly supplies the Ningde era. Benefiting from the increase in the installed capacity of power batteries in the Ningde era, Dongguan Kaijin's shipments have grown rapidly. As a leading company in the production of anode materials in the world, Betterray has been the world's largest anode material sales company for seven consecutive years. Over 60% of the natural graphite supply in China comes from Betterray.

5. Development trend of 1200mah lipo battry 6s anode materials

The 1200mah lipo battry 6s negative electrode industry is expected to continue to maintain the trend of increasing volume and decreasing prices. The profit per ton of enterprises may continue to be under pressure. Enterprises with a low base and new production capacity are expected to rely on the development of major customers to achieve rapid growth.

GGII predicts that the 1200mah lipo battry 6s anode market will present the following characteristics:
1) Driven by foreign and domestic demand, the power 1200mah lipo battry 6s anode market shipments will continue to grow rapidly;
2) The concentration of CR3 enterprises will increase by more than 55%, and the negative market of 1200mah lipo battry 6s has high requirements for enterprises, which will drive the rapid growth of shipments of leading enterprises;

3) Without the influence of major uncertain factors, there is still room for the negative price of 1200mah lipo battry 6s to decline, but the profitability of the company will recover, mainly due to the increase in the scale of the company, which will make cost control better;
4) The export market will recover with the control of overseas epidemics;
5) The company further strengthens the vertical integration of the 1200mah lipo battry 6s anode industry chain, extends the upstream layout of graphitization, carbon sources and other fields, and accelerates the release of anode product production capacity.

Well, the above is the whole content of the lithium-ion battery anode materials brought to you by CNHL, the manufacturer of 1200mah lipo battry 6s today. The article deeply analyzes the three kinds of anode materials for lithium-ion batteries, as well as the competitive landscape and competition pattern of 1200mah lipo battry 6s anode materials. The future development trend, I hope the above content will be helpful to you, more information about 1200mah lipo battry 6s can be found below:
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