Application of silicon-based negative electrode materials in the field of new energy vehicles

The development of new energy vehicles has driven the growth of the silicon-based negative electrode material market. Tesla uses silicon-based negative electrodes in its 4680 cylindrical batteries, which improves the energy density of the battery. In the domestic market, models of brands such as Weilai and Zhiji have also begun to be equipped with silicon-based negative electrode power batteries. It is estimated that by 2025, the penetration rate of silicon-carbon negative electrodes in negative electrode materials will reach 20% to 30%, the demand will reach 200,000 tons/year, and the market space will exceed 20 billion yuan.