Since 2018, many companies including Lishen Battery have made technological breakthroughs in high-nickel NCM811 and NCA ternary batteries, which has also driven the application of silicon-carbon anode materials. Recently, Guoxuan High-Tech released an interactive record with investors. The high-nickel NCM811 ternary soft pack sample prepared by the company has recently passed the mid-term inspection of the Ministry of Science and Technology, with an energy density of 302Wh/kg and a negative carbon fiber material.
5 billion yuan in the big market
Experimental studies show that as a new lithium ion battery anode material, silicon carbon anode can play a more significant role than the graphite anode in improving the energy density of the battery. The application of the silicon carbon anode material can increase the content of the active material in the battery, thereby greatly increasing the capacity of the unit cell.
The Action Plan for Promoting the Development of Automotive Power Battery Industry issued by the Ministry of Industry and Information Technology and other four ministries and commissions proposes that by 2020, the specific energy of China's new lithium-ion power battery cells exceeds 300 Wh/kg, and by 2025, the monomer specific energy reaches 500 Wh/kg. Conventional graphite materials are difficult to meet this requirement. Therefore, on the path of high energy density development, the high-nickel ternary material is used for the positive electrode of the power battery, and the silicon-carbon negative electrode material is used for the negative electrode.
It is not difficult to conclude that NCM811 and NCA will become the mainstream of the power battery market in the future. With the preparation process of silicon carbon anode and the mature technology of battery manufacturers for high nickel system, silicon carbon anode will usher in a relatively broad market in the future. The data shows that the domestic silicon-carbon composite materials consumption reached 2000-3000 tons in 2018, which is about double the year-on-year. It is predicted that the domestic silicon carbon anode material market will reach 5 billion yuan in 2020.
Ningde era / Lishen battery / Guoxuan Hi-Tech / BYD have layout
From an international perspective, silicon-carbon materials have been used more in Japanese and Korean companies, and both Panasonic and Samsung products have mature applications. Tesla has applied silicon carbon negative electrode to vehicle power battery, model silicon silicon negative electrode, adding 10% silicon to traditional graphite anode material, increasing battery capacity to above 550mAh/g, monomer energy density up to 300wh /kg or more; Japan's Matsushita has achieved mass production of 18,650 batteries of silicon-carbon anode material; Japan's Yuasa battery has introduced lithium-carbon anode material for lithium-ion battery, which is used in Mitsubishi Motors; Hitachi Maxell developed high-current capacity silicon anode lithium Battery; Japan's Mitsui Metals has pushed silicon negative lithium batteries into two major areas of consumer electronics and electric vehicles.
From the domestic situation, Ningde era, Lishen Battery, Guoxuan Hi-Tech, BYD, BAK Power, Wanxiang A123, Weihong Power and other battery companies are accelerating the development and trial production of silicon-carbon anode systems. In terms of materials companies, Betray's carbon-silicon anodes have entered Tesla's supply chain, supporting some of the negative electrode materials for Panasonic's power battery cells; Shanshan shares and Jiangxi Aster have a small amount of trial production capacity. In addition, Snow Industrial, Xingcheng Graphite, Shanshan, Jiangxi Zhengtuo, Chuangya Power, Dalian Lichang, etc. are also actively promoting the industrialization of silicon-carbon anodes.
It is understood that as early as October 2016, the “New Generation Lithium Ion Power Battery Industrialization Technology Development” project jointly initiated by the Ningde Era and the Institute of Physics of the Chinese Academy of Sciences was launched, and the research and development of high-nickel ternary materials as positive electrode and silicon carbon The composite is a lithium ion power battery of a negative electrode. Not long ago, the Chinese Academy of Sciences academician Ouyang Minggao introduced that the specific energy of the high-nickel ternary positive electrode and silicon-carbon negative battery developed by Ningde era has reached 304Wh/kg, which will be put on the market this year.
In 2018, under the special support of the national key R&D plan “New Energy Vehicle”, the Lishen Battery Project team developed a lithium-ion battery with high specific energy, long cycle life and good safety performance based on the previous research of NCA positive electrode materials. High-nickel cathode materials are used; silicon-carbon anode materials with high capacity, high first-order efficiency, cycle stability and rate performance are developed through various techniques such as nano-preparation, nano-dispersion, coating and pre-intercalation of lithium. Based on the system, the specific energy of the cell monomer is 303Wh/Kg.
In addition to the field of new energy vehicle power batteries, in the field of energy storage, silicon carbon anode materials will also have a good application prospect. At the same time, aerospace, ship and other fields have also put forward higher energy density and power density requirements for lithium-ion batteries, and nano-silicon carbon materials are also the most promising lithium-ion battery anode materials at the current stage, and their application prospects are very broad. .
Despite the obstacles, the prospects are broad
However, industry insiders said that the popularity of silicon-carbon anode materials has been greatly improved, but there are still many obstacles in application.
First of all, in the process of mass production, there are still problems such as rapid capacity decay, easy deformation of the battery, and the number of cycles cannot meet the requirements. The really good silicon carbon negative electrode products and well-used battery manufacturers are not many; secondly, the price/performance ratio is not When the battery capacity is increased by 5%-10%, the cost of the battery is increased by 20%-30% or even higher. High-nickel ternary + silicon-carbon composites have always been considered as gold blends, but separators, electrolytes, etc. all have the problem of one-to-one matching, and it is difficult to find a matching electrolyte.
Although the large-scale application of silicon-carbon anode materials still has a long way to go, with the gradual application of high-nickel NCM811 and NCA ternary batteries, silicon-carbon anode materials will surely usher in a large burst of demand.