The demand for negative electrode market has skyrocketed!

2025-11-07 16:13:45

In recent years, the technological innovation of negative electrode materials has blossomed in many places, injecting strong impetus into the development of the industry. With a theoretical capacity of up to 4200mAh/g, which is about 10 times that of traditional graphite negative electrodes, silicon-based negative electrodes have become the most promising new generation of negative electrode materials. However, its volume expansion of more than 300% during the charging and discharging process has long restricted its commercial application.

Today, with the popularization of technologies such as chemical vapor deposition (CVD), this problem has made key progress. Through nano-scale coating technology, the volume expansion of silicon materials can be effectively inhibited, and the first efficiency of silicon-based negative electrodes can be increased from 75% to 88%, and the cycle life can exceed 1,000 times. The total production capacity of the industry is expected to exceed 50,000 tons in 2025, marking the acceleration of the industrialization process of silicon-based negative electrodes and the upcoming first year of large-scale application.

The rise of fast charging and super charging technologies has also prompted negative electrode materials to continuously break through in rate performance. With their deep technical accumulation, companies such as Shangtai Technology have developed differentiated products that are compatible with the new generation of battery technology, meeting the needs of leading battery manufacturers for fast-charging and super-charging negative electrode materials. Their high-rate "fast-charging" and "super-charging" products have been mass-produced, widely recognized by the market, and have become a new engine for performance growth.