The popularity of new energy vehicles and the 5G replacement wave drive the demand for lithium battery Carbon nanotube battery conductive agent. In the lithium battery industry, Carbon nanotube battery conductive agent is ultimately delivered to lithium battery manufacturers in the form of slurry. With the increasing popularity of new energy vehicles and the promotion of 5G mobile phones triggering a replacement wave, the lithium battery industry will usher in opportunities for vigorous development, driving the demand for lithium battery conductive slurry; and the increasing requirements of new energy vehicles and 5G mobile phones for the energy density and cycle life of lithium batteries will further highlight the advantages of carbon nanotube conductive slurry and accelerate its penetration in conductive agents.
Therefore, driven by the increase in "total volume" and "penetration rate", the global carbon nanotube conductive slurry market will maintain a high growth rate of more than 20% in the next few years.
The increase in power lithium battery shipments directly drives the growth of the lithium battery conductive agent market.
The higher energy density requirements of new energy vehicle power lithium batteries have also driven the growth of silicon-based negative electrode materials, and carbon nanotubes are a conductive agent that is more compatible with silicon-based negative electrodes.
However, the conductivity of silicon-based materials is worse than that of graphite-based negative electrode materials such as natural graphite and artificial graphite, so it is necessary to add high-performance conductive agents to improve their conductivity. Carbon nanotube conductive agents have stronger conductivity than other conductive agents, which can better solve the problem of poor conductivity of silicon-based negative electrodes and are more suitable conductive agents.