Yidu Data Review Betray: Global leader in negative electrodes, steadily advancing high nickel+silicon based+sodium electrical materials

2022-01-10 13:38

According to Yidu data, the downstream of the positive/negative electrode material industry is lithium batteries, and its development prospects are closely related to the development of the lithium battery market. The anode material market was dominated by Japanese manufacturers before the 21st century, with a market share of about 95%. With the rapid development of China's anode material industry in recent years, Chinese enterprises continue to achieve technological breakthroughs in the field of anode materials, and shipments continue to increase, and Chinese enterprises are currently important participants in the global anode material market. According to GGII research, China's lithium battery anode market shipments will be 2022.137 million tons in 2022. In 47, the shipments of anode materials of Betri, Shanshan Co., Ltd. and Putailai accounted for 65.<>% of China's anode material market, and the industry concentration was high.

Betray anode material products include natural graphite anode materials, artificial graphite anode materials, silicon-based anode materials, and other new anode materials.

It is reported that the current mainstream of lithium battery anode materials is natural graphite and artificial graphite. Since lithium-ion batteries with silicon-based anode materials have significant advantages in energy density and endurance, silicon-based composite anode materials that combine the advantages of high conductivity, stability and high capacity of silicon materials have become the direction leading the development of lithium-ion battery anode material industry. At present, the mainstream of lithium battery cathode materials is lithium iron phosphate and ternary cathode materials. Since the energy density of high-nickel ternary cathode materials is higher than that of other types of cathode materials, it meets the trend requirements of increasing energy density, and can effectively meet the needs of new energy vehicles, especially high-end new energy vehicles, for long cruising range. In the future, the market potential of high-nickel ternary cathode materials will be gradually released. The system of silicon-carbon anode with high-nickel ternary materials is the future development trend of lithium batteries.

In terms of new growth poles, Yidu Data said:

BTR's silicon-carbon anode material has broken through to the fourth generation of products, with a specific capacity of more than 1,800mAh/g. On June 2020, 6, the first national standard GB/T2-38823 "Silicon Carbon" led by the company was also officially released. The silicon-based anode material products produced by the company have a high degree of industrialization maturity, and have achieved large-scale supply to some core customers;

In 2021, the company sold lithium iron phosphate assets and concentrated resources and efforts on high-nickel ternary cathode materials. Companies in the same industry generally take NCM ordinary ternary cathode materials as the breakthrough point, and Betray focuses on the field of high-nickel ternary materials represented by NCA and NCM811, which has been industrialized and successfully passed the product verification of the head customers in the downstream industry, and the shipments of Betray high nickel ternary are the top three in China;

In addition, Betray said in receiving investor research that at present, the company has industrialization capabilities in sodium and electricity positive and negative electrodes, and has passed the certification of some domestic customers, achieving orders above the ton level, and will plan production capacity according to market demand in the future.

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