Core Insights - The rapid development of the electric vehicle market and stable growth in lithium battery demand have led to an increase in China's carbon nanotube conductive paste shipments from 56,000 tons in 2019 to 145,000 tons in 2024, with a compound annual growth rate (CAGR) of 21% [4] - It is predicted that the shipment volume of carbon nanotube conductive paste will reach 310,000 tons by 2027, with a CAGR of 29% from 2025 to 2027 [4] - The trend of "fast charging" in the electric vehicle industry significantly enhances the performance of lithium batteries, and carbon nanotubes play a crucial role in this improvement [5] Market and Technology Trends - Many companies are adopting a combination of single-walled and multi-walled carbon nanotubes for batteries above 3C, with an additional 2% to 4% of single-walled carbon nanotubes added to 4C batteries to enhance fast charging performance [6] - Silicon-based anodes are emerging as a new type of anode material that aligns with the development trend of high energy density batteries, and they are more compatible with carbon nanotubes, especially single-walled carbon nanotubes [6] - The upcoming mass production of "large cylindrical" batteries and "solid-state batteries" in the next few years will increase the usage of silicon-based anodes, further driving the growth of the carbon nanotube industry [6][8] Industry Developments - The 9th International Carbon Materials Conference and Industry Exhibition will be held in Shanghai from December 9-11, 2025, showcasing numerous leading companies in the carbon nanotube sector [9] - Jiangsu Super Carbon Xianfeng Technology Co., Ltd. is focused on the industrialization and commercialization of carbon nanotube materials, currently in the pilot scale-up phase with a monthly capacity of 100 kg, aiming to expand to 15 tons/year in the first phase and 30 tons/year in the second phase [10] - Jiangsu Tianchuang New Materials Technology Co., Ltd. has achieved continuous mass production of carbon nanotube films and fibers, with an annual production capacity of several hundred thousand square meters [11] Company Highlights - Shandong Changxin Chemical Technology Co., Ltd. is the largest producer of N-Methyl-2-pyrrolidone (NMP) in China, with a CNT powder capacity of 4,800 tons/year and a conductive agent capacity of 70,000 tons/year as of the end of 2023 [12] - Shandong Carbon Peak New Materials Technology Co., Ltd. has over ten effective patents and plans to reach a production capacity of 1,000 tons/year for high-purity single-walled carbon nanotube powder by 2028 [16] - Wuhan Carbon Weng Technology Co., Ltd. is the first company in China to achieve ton-level mass production of single-walled carbon nanotubes, with plans to expand its annual capacity to 120 tons [22]
并购、扩产！这些碳纳米管厂商，12月亮相Carbontech碳材料展
DT新材料·2025-09-29 16:03