报告导读： 黑磷是光电性能优异的层状材料，在 电池材料、阻燃、催化、医药、电子等 领域具备应用潜力。黑磷理论比容量高，快充安全性好，是性能优异的电池负极材料，国 内布局工业化黑磷制备工艺，进展靠前的公司有望受益。 黑磷是性能优异的层状材料。 黑磷是一种在常温常压下稳定的磷的同素异形体，属于正交晶系，由层间磷原子共价连接构成蜂窝状的网络，层间以较弱的范 德华力结合，因此黑磷可以剥离成单层或少层结构。这种独特的褶皱结构赋予了黑磷显著的各向异性，使得黑磷在电池、阻燃、催化、医药、电子等领域具有 较大的应用潜力。 需求端：黑磷是优异的电池负极材料，阻燃剂、催化、医药、电子等领域应用积极开发。 黑磷具有高容量与快速充电的综合优势，是性能优异的电池负极材 料。黑磷理论比容量高达 2596 mAh/g ，远高于石墨等碳基材料，在提升电池能量密度方面拥有巨大前景。黑磷较高的锂化电位及锂扩散系数，减少了锂枝 晶形成风险，可有效提升快充安全性。黑磷阻燃效果较好，较低的添加量即可实现较好的阻燃效果。光传感芯片领域，黑磷因具备直接带隙、高载流子迁移 率、可调的红外区吸收等独特的理化性质，在光传感芯片领域拥有广阔应用前景。生物医药领域 ...

Group 1 - Black phosphorus is an excellent layered material with significant application potential in battery materials, flame retardants, catalysis, medicine, and electronics [1] - The theoretical capacity of black phosphorus reaches 2596 mAh/g, which is much higher than that of graphite and other carbon-based materials, indicating a strong potential for enhancing battery energy density [2] - Black phosphorus has a high lithium intercalation potential and lithium diffusion coefficient, which reduces the risk of lithium dendrite formation and effectively improves fast charging safety [2] Group 2 - The industrialization process for black phosphorus preparation in domestic companies is making significant breakthroughs, with companies like Xingfa Group advancing steadily in their black phosphorus projects [3] - Xingfa Group has established a 100 kg-level black phosphorus pilot test facility, achieving stable production of black phosphorus crystals at a scale of 100 kg per batch, while continuously reducing production costs [3] - Ruifeng High Materials is working on a ton-level pilot production line, aiming to complete normal operation of a 100 kg facility by 2024, further promoting the low-cost industrialization of black phosphorus [3]