Cost composition of natural graphite anode materials. Natural graphite anode production costs mainly include raw MATERIAL (primary graphite) procurement costs, carbonization processing costs and PTMS LITHIUM COBALT ACID MATERIAL MAGNETIC removal of iron natural graphite anode materials and labor costs, of which the key cost is raw material procurement, Accounts for more than 80% of production costs. The primary flake graphite accounts for about 80-90% of the raw material cost, so the primary graphite accounts for about 70% of the cost of natural graphite.
The industrialization of silicon based anode continues to accelerate, and it is expected that PTMS LITHIUM COBALT ACID MATERIAL MAGNETIC field will be released on a large scale after this year. From the perspective of enterprise layout, early years began to develop silicon-based negative electrode, 3 years later through certification and mass production, successfully cut into the industrial chain, leading similar products in technology; If you consider the cost of natural graphite of 25,000 yuan/ton, the cost of primary graphite is about 1.6-18,000 yuan/ton.
Three years ago, the shipment of negative silicon carbon was 9,000 tons, and the negative permeability reached 2.5%. According to the process of each enterprise, it is expected that after 2 years, the PTMS LITHIUM COBALT ACID MATERIAL MAGNETIC process is expected to be rapidly released. At the same time, it is estimated that the global demand for silicon-based negative electrode is 25,000 tons, assuming that the silicon-based negative electrode 15%/40%/100% permeability in 25 years, the corresponding demand is 20/60/1.5 million tons.
Contact: DELLA
Mob: +86-13929907491
