Lithium battery anode material process costs rise
Oct 18,2024
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Securities Times reporter Mao Kexin
New energy tuyere at the time, the downstream hot demand led to the business climate of the lithium-electric industry chain. The market is not only showing a shortage of power batteries.
The four core materials of lithium batteries-cathode materials, anode materials, diaphragms, and electrolytes-are all in a hurry, and the four are distributed in different links.
Lithium battery manufacturers in the evening of August 2 have issued investment expansion announcement.
Among them, electrolyte manufacturer Xinzhoubang (300037) is facing the east wind of the European new energy market and is close to its customers in the Netherlands to build production projects.
Pool manufacturer Yiwei Lithium Energy (300014) United packaging and printing manufacturer Enjie shares (002812), in the form of a joint venture into the diaphragm field;
In response to the strong demand from customers, Shanshan (600884), a manufacturer of negative electrode materials, invested 8 billion yuan in Sichuan in the form of self-financing and financing.
Meishan expanded production line.
Graphite foundry offer cumulative increase of about 70%, or will have an impact on the production of lithium battery negative materials.
Lithium battery negative electrode graphitizationQuote up
According to industry media reports, under the dual-control system of energy consumption, the power supply of large-scale negative graphite foundry enterprises is partially restricted. Recently, the domestic negative material supply and demand atmosphere is tight, graphite gap once again widening. In the market, head companies lock in capacity and prices continue to rise. At present, the mainstream price of negative graphite foundry in 1.8-22000 yuan/ton, part of the zero unit price reached 23000 yuan/ton, compared to the fourth quarter of 2020 cumulative increase of about 70%.
Graphitized artificial graphite as the mainstream anode material
The negative electrode material is one of the components of the lithium battery, which plays a decisive role in the charge and discharge efficiency, capacity density and other properties of the lithium battery, and the cost accounts for about 10%. It is reported that due to the comprehensive advantages of graphite in terms of performance and cost, the vast majority of anode materials are currently graphite. Compared with natural graphite, artificial graphite is superior in performance such as cycle, safety, charge and discharge rate, and the cost is close to the gram capacity, so it is widely used in high-end EV, 3C and other fields, and has become the mainstream choice of the current lithium battery negative material.
negative electrode material graphitizationIt refers to the regular arrangement of carbon atoms at high temperature from random arrangement to hexagonal planar network structure. Its purpose is to improve the first effect, cycle life and charge-discharge rate of negative electrode materials, and improve the high and low temperature performance and cycle performance. This process needs to consume a lot of energy and belongs to the high energy consumption production link. In terms of cost structure, the graphitization process accounts for up to 50% of the cost of artificial graphite. Therefore, most manufacturers choose to lay out the integrated production of negative graphitization in areas with low electricity prices to increase the self-supply ratio and reduce the cost of graphitization.
Hunan enrui automation equipment co., LTD., specializing in the productionLithium battery anode material graphitization furnaceWelcome customers to visit the factory, telephone consultation.
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