固态电池 | 热门关键材料系列②：多孔碳

Core Viewpoint - The article discusses the advancements in solid-state battery technology, focusing on the critical role of porous carbon as a key material for silicon-based anodes, which addresses the challenges of silicon's volume expansion during charge and discharge cycles [4][5][9]. Group 1: Porous Carbon's Role - Porous carbon provides structural buffering and stress absorption, effectively managing the stress generated by silicon's expansion during charging and discharging, thus preventing particle cracking and detachment [5]. - It facilitates uniform deposition and expansion control, reducing the agglomeration of silicon particles and significantly lowering the volume expansion rate of silicon-carbon anodes [7]. - Porous carbon enhances electrical conductivity and ion transport, optimizing the interface between silicon and carbon, which helps suppress excessive growth of the solid electrolyte interphase (SEI) layer, thereby improving cycle stability and lifespan [7]. Group 2: Market Potential and Growth - The demand for porous carbon is projected to reach 48,500 tons by 2030, with a market space exceeding 7 billion yuan, and a compound annual growth rate (CAGR) of 77.36% from 2024 to 2030 [9]. - The article highlights the emergence of several key domestic manufacturers in the porous carbon sector, each with unique production capabilities and market strategies [10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30]. Group 3: Key Manufacturers - Shengquan Group is a leading player in the porous carbon field, utilizing both phenolic resin and biomass carbon technologies, with a production capacity of 300 tons per year and plans for larger scale production [9]. - Yuanli Co., Ltd. is the only company in China to achieve mass production of biomass-based porous carbon, with a current capacity of 500 tons per year and plans to expand to 2,000 tons by 2026 [10]. - Dazhao Carbon Energy has been in the high-end porous carbon sector for over 20 years, currently producing 3,720 tons annually, supporting various critical industries [11]. - Other notable companies include Jiangsu Qingyun Carbon, Chongqing Zhenqiang Synthetic Technology, and Apex, each contributing to the development and production of advanced porous carbon materials for energy applications [13][17][23].