Group 1 - The rapid development of the new energy industry has significantly increased the market scale of lithium-ion batteries, with an annual growth rate exceeding 20% in recent years [5] - In 2024, the shipment volume of cathode materials is expected to reach 3.2 million tons, while anode materials will exceed 2.1 million tons, indicating a strong growth trend [5] - Graphite anodes dominate the market, accounting for over 95% of the total, while silicon-based and other composite anodes represent less than 5% [5] Group 2 - Graphite anodes possess a hexagonal layered structure that allows lithium ions to embed and extract easily, making them suitable for battery charging and discharging cycles [6] - The theoretical specific capacity of graphite is 372 mAh/g, with commercial products typically ranging from 330 to 360 mAh/g, meeting energy density needs for most applications [7] - Graphite anodes exhibit excellent cycling performance, with lifespans exceeding 1000 cycles for consumer electronics and over 3000 cycles for power batteries [7] Group 3 - Despite their advantages, graphite anodes face limitations, including a capacity ceiling close to their theoretical value, which restricts their use in high-energy-density applications like electric vehicles [8] - Fast charging performance is limited due to kinetic constraints, leading to potential safety hazards from lithium dendrite formation [8] - Low-temperature adaptability is poor, with capacity loss exceeding 30% at -30°C, limiting their use in cold environments [8] Group 4 - The industry is exploring alloy materials with higher capacities, such as silicon, phosphorus, tin, and aluminum, which can significantly exceed the capacity of graphite [9] - Silicon-based anodes have undergone four generations of technological iterations, focusing on improving volume expansion, cycling life, and initial efficiency [9][10] - By 2030, silicon-based anodes are expected to achieve a market penetration of 30%, with phosphorus-based materials expanding in high-end applications [9] Group 5 - The first generation of silicon-based anodes utilized a physical modification approach, resulting in a core-shell structure that reduced volume expansion but had short cycling life and low initial coulombic efficiency [11][12] - The second generation improved cycling stability and capacity through chemical modification, but still faced challenges with initial efficiency and conductivity [13][14] - The third generation introduced pre-lithiation techniques, significantly enhancing initial efficiency and cycling life, but increased complexity and costs [15][16] Group 6 - The fourth generation of silicon-based anodes employs a porous carbon framework to stabilize silicon particles and enhance conductivity, achieving a balance between capacity, cycling, and cost [17][18] - This generation shows significant improvements in specific capacity, volume expansion, initial efficiency, and cycling performance, making it a promising direction for future applications [19] - However, challenges remain regarding production costs, structural stability over long cycles, and electrolyte compatibility [20] Group 7 - The demand for silicon-carbon composite materials is expected to grow significantly, with projections indicating a market space of hundreds of billions by 2030 [24] - Companies like Zhangjiagang Bowei are positioning themselves as collaborative suppliers, leveraging their technological advantages to partner with leading firms in the industry [25] - The industry is currently in the early stages of commercialization, with ongoing efforts to optimize production processes and expand application scenarios [21][24]