Power batteries are developing in the direction of high capacity and long battery life, and the application demand for silicon-based anode materials continues to rise.

Silicon-based anode materials are one type of lithium battery anode materials and are non-carbon materials. Graphite, as the most widely used anode material for lithium electronic batteries, has been developed to the highest limit and cannot meet the high energy density of future power batteries. requirements. As a substitute for graphite materials, silicon-based anode materials have excellent safety performance and specific capacity, so they have good future application prospects.

There are many types of silicon-based negative electrode materials. There are currently four products that have been commercialized, including carbon-coated silicon oxide, nano-silicon carbon, amorphous silicon alloy, and silicon nanowires. The first two are more commercialized. high. The current commercialization method of silicon-based anode materials is mainly by blending other anode materials. The main products are silicon-carbon (Si/C) anode materials and silicon-oxygen (SiO/C) anode materials.

According to the “2021-2025 Global Silicon-Based Anode Materials Industry In-depth Market Research and Key Area Research Report” released by the Industrial Research Center , after subsidies were withdrawn, the development of my country’s new energy vehicle industry slowed down, and various companies began to engage in diversified competition. Battery capacity and vehicle endurance have become important competition standards. Against this background, the silicon-based anode material industry has developed rapidly. In 2020, my country’s silicon-based anode material shipments have reached about 10,000 tons. The silicon-based anode material industry is still in its infancy, and the market penetration rate is low, only about 3% in 2020. Therefore, the future market development potential is huge.

Currently, silicon-based anode materials have been used in some models of Tesla, NIO, GAC Aion and other brands, and CATL, Guoxuan Hi-Tech, Wanxiang Group, BYD, etc. are also developing and trial-producing silicon anodes. system car. Therefore, the application demand for silicon-based anode materials may continue to rise in the future, and it is expected that the domestic demand for silicon-based anode materials will reach about 25,000 tons by 2022.

Compared with traditional motor materials, silicon-based anode materials are leading in terms of specific capacity, cycle life and safety. In practical applications, they can bring huge improvements to battery energy density. However, they also have problems such as high production technology threshold and high cost. This makes it difficult to achieve industrialized production. Currently, domestic companies in the field of silicon-based anode materials include Zhongke Electric, Beterui, Jiangxi Zhengtuo, Shenzhen Snow, Jiangxi Zichen, Xiangfenghua and other companies, among which there are few companies that can achieve large-scale production. Betri has been in this field for a long time, has a first-mover advantage, and has made breakthroughs in technology, enabling it to supply large quantities of products. It has already formed a cooperation with Truss.

Industry analysts said that silicon-based negative electrode materials, as a substitute for graphite materials, have higher specific capacities and are popular among downstream new energy sources. It is favored by the automobile industry, market demand is rising rapidly, and the industry development prospects are good. In actual production, due to the high technical threshold of silicon-based anode materials, there are currently few companies that can achieve mass production.