First, the introduction of lithium battery anode materials
The negative electrode material is the main body of lithium stored in the lithium ion battery, so that lithium ions are inserted and released during the charge and discharge process. The negative electrode is a pole that emits electrons when the battery is discharged. The negative electrode material mainly affects the first efficiency and cycle performance of the lithium battery. The performance of the negative electrode material also directly affects the performance of the lithium battery. The negative electrode material accounts for about 5-15% of the total cost of the lithium battery. With the advancement of technology, the current lithium ion battery anode materials have developed from a single artificial graphite to natural graphite, mesophase carbon microspheres, artificial graphite, soft carbon / hard carbon, amorphous carbon, lithium titanate, silicon Co-existence of various anode materials such as carbon alloys.
Second, lithium battery anode material
Performance characteristics of various anode materials
Recently, the anode materials market has been operating steadily. With the slow increase of downstream operating rates in shipments, the situation has improved. The price of products is relatively stable. At present, domestic mainstream anode material prices are reported at 26,000-32 thousand yuan / ton for low-end products, mainstream products for mid-range products are reported at 4.8-6.2 million yuan / ton, and mainstream products for high-end products are reported at 70-100,000 yuan / ton.
Market prospects of lithium battery anode materials
The rapid increase in the output of new energy vehicles has driven the continuous rapid growth of the power lithium battery market. Recently, an agency survey showed that in 2017, China ’s lithium battery market reached 80.5GWh, an increase of 27.0% year-on-year, driving the lithium battery anode material market output to increase by 23.7% year-on-year to 146,000 tons.
According to analysis, the main reasons for the steady growth of China's lithium battery anode material market in 2017 are: The market growth was mainly driven by the growth of the power battery market. In 2017, China's new energy vehicle output increased 44.5% year-on-year to 44.5GWh The main growth point of the graphite negative electrode material market; the exports of companies represented by Bateray, Jiangxi Zijing, and Shanghai Shanshan have continued to increase, especially Zijing. With the release of its production capacity, exports to Japanese and Korean companies have increased significantly .
From the perspective of global lithium battery production, since 2010, the average annual growth rate of global lithium battery production has been more than 25%. In 2016, the total global lithium battery shipments reached 115.4Gwh, a year-on-year increase of 21.1%. It is estimated that in 2020, global lithium battery shipments will reach 265.7Gwh, which is 2.5 times that of 2016.
In the next three years, the competition pattern of China's power battery companies will undergo major changes, and the demand for negative materials for power batteries is much greater than that of 3C digital batteries, and the proportion of artificial graphite applications will become higher and higher. Attracted by the broad application prospects, many anode material companies increased their production capacity in 2017, and a number of new entrants entered. The GGII Research Institute believes that in the next three years, competition in the anode material market will further intensify, and low-end repetitive production capacity will be eliminated. Only companies with core technologies and advantageous customer channels can achieve significant development and market concentration has seen an increase.