改变一下材料，就能把动力电池能量密度提高十倍，你相信吗？怎么提高动力电池的能量密度，一直都是整个新能源车产业链的核心话题。
而这里面改变负极材料就是其中一个办法。主流的负极材料是碳系负极，俗称石墨。这种负极材料理论能量密度上限是三百七十二毫安时每克。
而现在已经可以做到三百六十五毫安时，每刻已经接近理论极限，继续提高和改进的空间已经不大了。而现在最有希望成为下一代负极材料的。
就是硅材料，硅负极的理论能量密度可达四千二百毫安时，每克是石墨负极材料的十倍。
但是因为硅在充放电过程中容易产生体积膨胀，寿命太短，所以至今没有大规模商用。不过作为过渡，现在硅碳复合材料成了由石墨向归附级过渡的。
重要载体。目前全球新能源车占比为百分之三，预计到二零二五年新能源车销售占汽车总销量的比例将超过百分之十三。
随着新能源车渗透率不断提升，对负极材料的需求在未来仍将保持高速增长，而规范负极材料以其优越的性能在负极材料出货中的占比。
也将持续提高电解液里走出了天字材料这样一年四倍的公司，相信未来硅碳负极材料的表现会比它更强。其中一家公司控股了。
全球负极材料的龙头公司的硅负极材料已经做到了第三代，产品能量密度达到一千五百毫安时，每克是石墨负极的四倍。
目前，公司的规范户籍已经量产，接下来随着渗透率不断提高，公司成长空间有望。
Do you believe that changing the material can increase the energy density of power batteries tenfold? How to improve the energy density of power batteries has always been the core topic of the entire new energy vehicle industry chain.
One way is to change the anode material. The mainstream anode material is carbon-based anode, commonly known as graphite. The upper limit of the theoretical energy density of this negative electrode material is 372 mAh per gram.
But now it can achieve 365 mAh, which is close to the theoretical limit every moment, and there is not much room for further improvement and improvement. And now it is most promising to become the next generation of anode materials.
It is silicon material. The theoretical energy density of silicon anode can reach 4,200 mAh, which is ten times that of graphite anode material per gram.
However, because silicon is prone to volume expansion during charging and discharging, and its lifespan is too short, so far it has not been commercially available on a large scale. However, as a transition, silicon-carbon composites have now transitioned from graphite to attached grade.
Important carrier. At present, the global proportion of new energy vehicles is 3%, and it is estimated that by 2025, the proportion of new energy vehicle sales to total vehicle sales will exceed 13%.
With the continuous increase in the penetration rate of new energy vehicles, the demand for anode materials will continue to grow at a high speed in the future, and the proportion of anode materials in the shipment of anode materials with their superior performance will be regulated.
It will also continue to improve the company that has gone out of the electrolyte four times a year like Tianzi Materials. I believe that the performance of silicon carbon anode materials will be stronger than it in the future. One of the companies has a controlling stake.
The world's leading anode material company's silicon anode material has achieved the third generation, and the energy density of the product has reached 1,500 mAh, which is four times that of graphite anode per gram.
At present, the company's standardized household registration has been mass-produced, and as the penetration rate continues to increase, the company's growth space is expected.