Analysis on the market and prospect of lithium battery anode materials

First, Introduction of lithium battery anode materials

With the advancement of technology, the current lithium ion battery anode material has evolved from single artificial graphite to natural graphite, mesophase carbon microspheres, mainly artificial graphite. Soft carbon/hard carbon, amorphous carbon, lithium titanate, silicon-carbon alloy and other anode materials coexist.

Lithium electronic battery composition

Second, lithium battery anode material

Performance characteristics of various anode materials

Recently, the market for anode materials has been stable, and the situation has improved with the slow increase in downstream operating rates. The price of the products is relatively stable. The current low-end products of domestic anode materials are reported at 2.6-3.2 million Yuan/ton, the mainstream products are reported at 4.8-6.2 million Yuan/ton, and the high-end products are reported at 7-10 million Yuan/ton.

Abatement of various types of materials for anode materials

Third, lithium battery anode material market conditions

Consumption status of lithium battery anode materials

Global and China lithium battery anode material consumption structure

Lithium battery anode material production

Annual output of lithium battery anode (10,000 tons)

2015-2020 global anode material production forecast

Fourth, the market competition of lithium battery anode materials

Major company

Major manufacturers of lithium battery anode materials

Production capacity of anode materials in some domestic enterprises

Fifth, Market prospects for lithium battery anode materials

The rapid increase in the output of new energy vehicles has driven the continued rapid growth of the power lithium battery market. Recently, some institutional research shows that in 2017, China's lithium battery market reached 80.5GWh, an increase of 27.0%, driving the lithium battery anode material market output increased by 23.7%, reaching 146,000 tons.

According to analysis, the main reason for the steady growth of China's lithium battery anode material market in 2017 is that the market growth is mainly driven by the growth of the power battery market. In 2017, China's new energy vehicle production increased by 44.5% year-on-year to 44.5GWh. Graphite has become a major growth point in the market for anode materials; exports of companies such as Betray, Jiangxi Aster, and Shanghai Shanshan have increased, especially in the purple sable. With the release of its production capacity, exports to Japanese and Korean companies have increased significantly. .

From the global total production of lithium batteries, since 2010, the global average annual growth rate of lithium battery production is more than 25%. In 2016, the total global lithium battery shipments reached 115.4Gwh, an increase of 21.1% over the previous year. It is estimated that in 2020, global lithium battery shipments will reach 265.7Gwh, which is 2.5 times that of 2016.

Global lithium battery shipments and growth rate in 2012-2020

China's power lithium battery shipment statistics

Summary

In the next three years, the competition pattern of China's power battery companies will undergo major changes, and the demand for negative battery materials for power batteries is much larger than that for 3C digital batteries. The application ratio of artificial graphite will become higher and higher. Attracted by the broad application prospects, in 2017, a number of negative electrode materials companies increased capacity to expand production, and a number of new enterprises entered. The High-Tech Research Institute of Lithium-Ion Research (GGII) believes that in the next three years, the competition in the anode material market will further intensify, and the low-end repetitive capacity will be eliminated. Enterprises with core technologies and advantageous customer channels will be able to achieve significant development, and market concentration will be has seen an increase.

In short, in the next few years, the market demand for lithium ion battery anode materials will continue to grow. From the perspective of the type of anode material, the entire anode material market will still be dominated by natural graphite and artificial graphite. With the gradual improvement of the demand for high-capacity and high-power anode materials in the whole market and the gradual maturity of the preparation process of a new generation of anode materials (such as silicon-based materials), the market focus will gradually shift to the new generation of anode materials.

The page contains the contents of the machine translation.