硅碳负极新增万吨级产能

Core Viewpoint - The article highlights the significant investment and expansion plans of Tianmu Xian Dao Battery Material Technology Co., Ltd. in the silicon-carbon anode material sector, emphasizing its leadership in next-generation high-energy-density battery materials [3][4]. Investment and Expansion - Tianmu Xian Dao has signed an agreement with Zhoushan High-tech Industrial Park for a total investment of 4 billion RMB, aimed at establishing a new high-end silicon-carbon anode production base and R&D center [3]. - The first phase of the project involves an investment of 1 billion RMB to build an integrated production line with an annual capacity of 10,000 tons of high-end silicon-carbon anode materials [3]. Market Demand and Competitive Advantage - The scale of the 10,000-ton production line is significant both domestically and globally, reflecting strong market demand for high-performance anode materials and the company's confidence in future development [3]. - Tianmu Xian Dao is the only industrialization platform for silicon-based anode materials under the Chinese Academy of Sciences, leveraging a top-tier research team with a long history in silicon-based anode research [4][5]. Technological Breakthroughs - The company has overcome significant technical barriers associated with silicon-carbon anodes, such as volume expansion and unstable solid electrolyte interphase, through various core technologies [4][5]. - The latest silicon-carbon materials demonstrate impressive performance metrics, including a reversible capacity of 2212 mAh/g and a first Coulombic efficiency of 94.5%, while maintaining low expansion rates and long cycle life [5]. Client Base and International Expansion - Tianmu Xian Dao has established a comprehensive customer matrix, including major domestic battery manufacturers like CATL, ATL, BYD, and EVE Energy, and has become a core supplier for new solid-state battery companies [5]. - The company has also made significant strides in the international market, passing qualification audits from Samsung and LG Energy, positioning itself as a core supplier in the global power battery supply chain [5]. Future Developments - In addition to silicon-carbon anodes, Tianmu Xian Dao is proactively developing core materials for solid-state batteries, including multiple generations of oxide solid electrolyte powders and coating separators, with small-scale shipments already initiated [6].