Analyze the cost of anode materials for lithium-ion batteries

Lithium-ion battery manufacturers analyze the cost of anode materials for lithium-ion batteries. Lithium-ion battery anode material is one of the main materials of lithium-ion battery, but due to its complex process and high cost, the anode material has high technical barriers. The market has always believed that the negative electrode is the 'simplest and lowest value-added' battery material, but this is not the case. Lithium-ion battery manufacturers analyze the cost of lithium-ion battery anode materials among the five constituent materials of lithium-ion batteries. The anode material is the most important material in the production of lithium-ion batteries. For example, from the decomposition of the material cost of lithium-ion batteries, it can be found that the cost of a lithium-ion battery's negative electrode material accounts for about 25% to 28% of the entire battery cost, which greatly highlights the choice of negative electrode materials in lithium-ion batteries. Urgency. In the manufacture and production of lithium-ion batteries, the requirements for negative electrode materials are high, and at least seven conditions must be met, namely, low chemical potential, high cycle specific capacity, high Coulomb efficiency, good electronic and ionic conductivity, and materials with relatively low chemical potential. Strong stability, convenient material extraction, safe, green and pollution-free. Therefore, 'carbon materials' have become the best choice of negative electrode materials for lithium-ion batteries. The graphite anode material industry has a low threshold, and the gross profit margin is in the middle of the four major lithium-ion battery materials (positive electrode material, negative electrode material, electrolyte and separator), about 25%-35%. Depending on the type of product, the purchase of raw materials accounts for approximately 25-35% of the cost per ton of anode materials, and the cost of outsourced graphitization can account for 50%-65%. The processing of natural graphite must also be graphitized. Because different usage scenarios have different requirements for negative electrode materials, and they need to be matched with electrolyte and positive electrode, the negative electrode has many models and a very wide price distribution. Due to the difference in raw material taste and yield, as well as the difference in graphitization, the cost structure of the negative electrode is very opaque, which adds to the difficulty of lowering the price of the battery cell factory. Through process innovation and optimization and industrial chain integration, there is room for further reduction in costs. As one of the four key materials of lithium-ion batteries, the negative electrode material determines the charging and discharging efficiency and cycle life of lithium-ion batteries. The domestic technology of anode materials for lithium-ion batteries is mature, with a wide variety of carbon materials and the lowest cost ratio, around 5-10%.