At present, the domestic conductive agent materials mainly include conductive carbon black, conductive graphite, carbon nanotubes (CNT), graphene, etc. The new conductive agents (carbon nanotubes, graphene and their composite conductive agents) have higher conductivity and less The addition ratio of traditional carbon black conductive agent is generally about 3% of the weight of the positive electrode material, and the addition amount of new conductive agents such as carbon nanotubes and graphene can be reduced to 0.8% -1.5%.), Its application range and ratio Is gradually expanding.
According to data from the GGII research institute, the lithium battery market in China is driven by demand for new energy vehicle power batteries in 2019, with shipments reaching 117GWh, a year-on-year increase of 14.7%. Among them, the shipment of power lithium batteries increased by 9.2% year-on-year to 71GWh.
Driven by the power battery market, the shipment of conductive agent powder for lithium batteries in China increased by 6.9% year-on-year to 8278 tons in 2019, of which sales of conductive carbon black and conductive graphite (excluding composite conductive agent) in conventional conductive agents were 6040 Tons and 690 tons, the shipment of carbon nanotube powder conductive agent (including its composite conductive agent) increased by 10.2% year-on-year to 1432 tons, equivalent to 35,800 tons of carbon nanotube conductive paste (converted at 4% solid content) , Becoming the strongest part of the conductive agent market.
GGII predicts that in the next few years, China's new conductive agents, especially carbon nanotube conductive agents, will gradually replace traditional conductive agents. By 2020, the market size of carbon nanotube conductive paste will exceed 70,000 tons, mainly based on:
1) The demand for fast charging performance of power batteries in the new energy vehicle market continues to increase. With excellent conductive properties, the application range of carbon nanotube conductive agents will gradually expand;
2) The technology of carbon nanotube conductive agent gradually matures, the unit production efficiency and process automation are further optimized, and the price drops;
3) The industrialization of high-nickelization and silicon-based anodes has accelerated, and the demand for carbon nanotube conductive agents has increased.
