Graphene conductive agent prices are expected to decline.

　　Currently, the main directions for developing and improving lithium-ion batteries are to enhance battery capacity and charge-discharge performance, improve battery safety, and reduce the cost of electrode materials. Lithium-ion batteries primarily consist of a cathode, an anode, a separator, and an electrolyte; among these components, the electrode materials play a crucial role in determining the overall electrochemical performance of the battery.

　　The applications of graphene powder in lithium-ion batteries are quite diverse, with three main areas of focus: as a conductive additive in both positive and negative electrode materials, as a functional coating on copper or aluminum foils, and as an electrode material itself. Currently, the commercial application that has been realized is its use as a conductive additive in positive electrode materials, aimed at enhancing the conductivity of electrode materials, improving rate performance, and extending cycle life.

　　According to statistics from the Graphene Industry Alliance, 2015 The price of the graphene conductive agent per year is: 230 USD/kg, roughly equivalent to the price of carbon nanotube conductive agents. As graphene production technology continues to mature, capital investment increases, and national policies provide strong support, graphene conductive agents will break through cost barriers. It is expected that by... 2020 Next year, the price of graphene conductive agents will drop to... 50-80 The price advantage of graphene conductive agents, measured in US dollars per kilogram, is becoming increasingly prominent.

　　2020 The market size for graphene conductive additives is expected to reach... 140 hundred million

　　2016 – 2017 The current year marks the exploratory phase of graphene’s application in the lithium-battery sector, during which overall market penetration remains relatively low. During this stage, the industry’s growth momentum is primarily driven by the rapid expansion of lithium-battery production capacity fueled by the fast-growing new-energy vehicle market. 2017 After the Lunar New Year, as subsidies are gradually phased out, lithium-battery production capacity will experience fluctuations and growth will slow down. However, at this stage, the technological conditions for using graphene as a conductive additive in lithium batteries have matured, and graphene’s penetration rate in the lithium-battery sector will rise rapidly, driving rapid expansion of the market. Market growth during this period will be primarily driven by technological advancements.

　　According to the Qianzhan Industry Research Institute... 2018 – 2023 The “China New Materials Industry Market Outlook and Investment Strategy Planning Analysis Report” forecasts that... 2020 The annual market size of conductive additives is 51.3 Ten thousand tons—if the addition ratio of graphene conductive agents in positive and negative electrode materials is... 6 If calculated as a percentage, up to 2020 In [year], the demand for graphene as a conductive additive in lithium batteries was... 51.3 Ten thousand *6 % = 3.078 Ten thousand tons. If... 2020 Will the price of graphene fall as scheduled this year? 50-80 Dollar/kilogram ( 5-8 USD 10,000 per ton, equivalent to approximately RMB. 34-52 10,000 yuan/ton), we’ll take a middle-of-the-road approach. 45 10,000 yuan per ton, then... 2020 The graphene market in the field of conductive additives already exists. 138.5 100 million yuan.