2200 lipo battery 3s negative electrode material combing

The 2200 lipo battery 3s is composed of four main raw materials, including positive and negative electrodes, separators and electrolytes. The negative electrode material is one of the key factors that affect the capacity, cycle and rate (fast charge) performance of the 2200 lipo battery 3s.
Among the four major materials of 2200 lipo battery 3s, the cost of negative electrode is low (about 7%), and downstream enterprises are less sensitive to the price of negative electrode of 2200 lipo battery 3s, and pay more attention to stable supply capacity; and 2200 lipo battery 3s 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 2200 lipo battery 3s, the production of negative electrode materials by domestic enterprises 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 2200 lipo battery 3s 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. 2200 lipo battery 3s graphite negative electrode: 2200 lipo battery 3s negative electrode industry is the absolute mainstream route

2200 lipo battery 3s 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 the 2200 lipo battery 3s anode industry, accounting for 95%. At present, the most widely used 2200 lipo battery 3s anode materials are still natural graphite and artificial graphite (composite graphite based on natural graphite and doped with other anode materials), 2200 lipo battery 3s 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. 2200 lipo battery 3s artificial graphite negative electrode: the first choice for 2200 lipo battery 3s negative electrode material

From the perspective of the negative product structure of 2200 lipo battery 3s, the proportion of artificial graphite products has continued to increase, and the market share has reached 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 a higher performance for the 2200 lipo battery 3s. 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 2200 lipo battery 3s negative electrode materials in China. . 2200 lipo battery 3s 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 2200 lipo battery 3s artificial graphite of Zichen, Shanshan and Xiangfenghua, the raw material cost 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 2200 lipo battery 3s anode companies have begun to build graphitization plants in low electricity price areas.

3. 2200 lipo battery 3s silicon-based anode material: the mainstream direction of the next-generation 2200 lipo battery 3s 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 the 2200 lipo battery 3s 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 negative electrode is 10 times higher than that, up to 4200mAh/g, so it has become one of the mainstream directions of the next-generation 2200 lipo battery 3s negative electrode 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 2200 lipo battery 3s anode material market.

At present, the annual production capacity of Beitri silicon carbon 2200 lipo battery 3s anode exceeds 1,000 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 2200 lipo battery 3s 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.

4.2200 lipo battery 3s anode material competition landscape

The 2200 lipo battery 3s 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%.

The reason is that the anode of 2200 lipo battery 3s 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 2200 lipo battery 3s 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.

5.2200 lipo battery 3s anode material development trend

The negative electrode industry of 2200 lipo battery 3s 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 negative electrode market of 2200 lipo battery 3s will present the following characteristics:
1) Driven by foreign and domestic demand, the power 2200 lipo battery 3s 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 power 2200 lipo battery 3s 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 2200 lipo battery 3s to decline, but the profitability of the company will recover, mainly due to the increase in the scale of the company, which makes 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 2200 lipo battery 3s anode industry chain, extends the upstream layout of graphitization, carbon source 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 2200 lipo battery 3s today. The article deeply analyzes the three anode materials of lithium-ion batteries, as well as the competitive pattern and competition pattern of 2200 lipo battery 3s anode materials. The future development trend, I hope the above content will be helpful to you, more information about 2200 lipo battery 3s can be found below:
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