Analyze the cost of anode materials for lithium batteries

Among the five constituent materials of lithium batteries, the negative electrode material is the most important material in the production of lithium batteries. For example, from the decomposition of the material cost of lithium batteries, it can be found that the cost of a lithium battery negative electrode material accounts for about 25% to 28% of the entire battery cost, which greatly highlights the importance of the choice of negative electrode materials in lithium batteries. In the manufacture and production of lithium 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 coulombic efficiency, good electronic and ionic conductivity, and strong materials Stability, convenient material extraction, safe, green and pollution-free. Therefore, carbon materials have become the best choice of negative electrode materials for lithium batteries. The graphite anode material industry has a low threshold, and the gross profit margin is in the middle of the four major lithium 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 not only has a large number of models, but also has 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 batteries, the negative electrode material determines the performance of lithium battery charge and discharge efficiency and cycle life. The domestic technology of lithium battery anode materials is mature, and there are many types of carbon materials, and the cost proportion is the lowest, about 5-10%. Disclaimer: Some pictures and content of articles published on this site are from the Internet. If there is any infringement, please contact to delete. Previous: What are the factors that limit the performance of lithium battery charge and discharge rate