The development of all-solid-state batteries began in the 1970s. Only later, with the technological innovation and large-scale commercial use of lithium-ion batteries in the early 2000s, the industry's attention to all-solid-state batteries has declined. Thirty years to the east, thirty years to the west, a new round of battery innovation cycle may be opened in 2030.Compared with liquid batteries, the core change of solid-state batteries is the introduction of solid electrolytes. According to the material type of solid electrolyte, the current solid state battery mainly includes oxides, sulfides, polymers and halides and other technical routes, and each route has its own advantages and disadvantages. For example, the oxide has high safety, but its easy brittleness leads to its complicated preparation process; Sulfide has high ionic conductivity, but the air stability is poor and H2S toxic gas is formed, and the cost is high. The polymer is relatively soft, the solid contact is the best, but the conductivity is low; However, halides are still mainly in the laboratory research stage.The whole industry placed the hope of the "next generation battery" on solid-state batteries, and even believed that this is the terminator of liquid lithium batteries, mainly due to the perfect properties of solid-state batteries.First, high security.Secondly, the energy density of all-solid-state batteries should also exceed that of liquid batteries, and the theoretical upper limit can reach 500 Wh/kg.Thirdly,Increased energy density means increased endurance.Lastly, the ion conduction mode of the liquid battery needs to go through solvation, desolvation and other processes, and the charging power is therefore limited.However, good all have a price, so far no manufacturer can produce solid-state batteries on a large scale, which actually reflects the difficulty of high.Since solid-state batteries still have so many challenges, why are so many companies insisting on developing solid-state batteries?1.the product characteristics of solid-state batteries can solve the safety and mileage anxiety of current new energy vehicle usersDue to the use of non-flammable, high and low temperature non-vaporization and non-solidification of solid electrolyte, solid-state batteries show strong high temperature safety, and maintain good low temperature characteristics to avoid low temperature battery life greatly reduced; In addition, solid-state batteries, due to their higher voltage window, can be further adapted to high-capacity positive and negative materials, such as lithium-rich manganese anode, silicon-based negative electrode and lithium metal negative electrode, so as to achieve higher energy density and increase the battery life under the same power.2.In the context of global competition for new energy vehicles, the competition for solid-state batteries is being staged around the worldIn the face of the industrial advantages formed by China in the development of global new energy vehicles, especially in the field of power batteries, which makes countries in Europe and the United States that need to transition to new energy urgently need to find new solutions, so the research and development of solid-state batteries has risen to become the national strategy of major countries in the world. For example, Japan is making national efforts to develop sulfide solid-state batteries, and strive to achieve 450Wh/L and 6C (@25 ° C) by 2027; The EU has also built a complete battery system from policy, innovation, and business, and plans to achieve polymer or composite solid-state batteries to break through 400-500Wh/kg and 800-1000+Wh/L during 2027-2030. The United States DOE plans to develop a solid-state battery in 2030 in 2021, with a production cost of less than $60 /kWh and an energy density of 500Wh/kg; Based on its K-Battery strategy, South Korea has also explicitly invested 40.6 trillion won to promote the commercial use of 400Wh/kg solid-state batteries in 2025-2028 and the loading of vehicles in 2030; China also set up the solid-state battery industry innovation consortium and the all-solid-state battery industry-university-research collaborative innovation platform in this half year to accelerate the breakthrough of (all) solid-state batteries and maintain the leading edge.

The Importance of the Polymer Binder for Lithium-Ion BatteryLithium-ion batteries have revolutionized the world of portable electronics and are increasingly being used in electric vehicles and renewable energy storage systems. One critical component of these batteries is the polymer binder, which plays a crucial role in their overall performance and durability. In this article, we will delve into the world of polymer binders for lithium-ion batteries and explore their importance and functions in detail.Understanding Polymer BindersPolymer binders are a vital component of the electrode materials in lithium-ion batteries. They are responsible for holding the active materials, such as lithium compounds, together in a stable structure. These binders are essentially polymers, which are large molecules consisting of repeating subunits. They are chosen for their ability to form a strong bond with the active materials and provide mechanical stability to the electrode.Enhancing Electrode AdhesionOne of the key functions of the polymer binder is to improve the adhesion between the active materials and the current collector. The active materials in a lithium-ion battery electrode are typically in the form of powders, which can easily detach and degrade during cycling. The polymer binder acts as a glue, binding the active materials to the current collector and preventing their detachment. This enhances the overall electrode stability and prolongs the battery's lifespan.Facilitating Ion TransportIn addition to improving electrode adhesion, the polymer binder also plays a crucial role in facilitating the transport of lithium ions within the battery. Lithium ions are the carriers of charge in lithium-ion batteries, and their efficient movement between the electrodes is essential for the battery's performance. The polymer binder helps create a network of interconnected pathways within the electrode, allowing for rapid and unhindered ion transport. This results in higher battery efficiency and faster charging/discharging rates.Ensuring Electrode FlexibilityFlexibility is another important characteristic of a polymer binder in lithium-ion batteries. As the battery undergoes repeated charge-discharge cycles, the electrode materials expand and contract. A rigid binder would restrict these movements, leading to mechanical stress and premature electrode degradation. Polymer binders with appropriate flexibility can accommodate the volume changes without compromising the structural integrity of the electrode, ensuring the long-term stability and performance of the battery.Preventing Electrode SwellingDuring battery operation, the active materials in the electrode can undergo a volume change, leading to electrode swelling. This swelling phenomenon can cause mechanical stress on the electrode and result in capacity loss or even battery failure. Polymer binders with good swelling resistance can effectively mitigate this issue by providing mechanical support and preventing excessive expansion of the electrode. This enhances the overall safety and reliability of lithium-ion batteries.Enhancing Thermal StabilityThermal stability is a critical aspect of lithium-ion batteries, especially in high-performance applications. Polymer binders with high thermal stability can withstand the elevated temperatures that can be generated during battery operation. They prevent the binder from decomposing or melting, which could lead to the loss of electrode integrity and reduced battery performance. Choosing a polymer binder with excellent thermal stability is therefore crucial to ensure the safe and reliable operation of lithium-ion batteries.Impact on Battery Energy DensityThe selection of the polymer binder can also significantly impact the energy density of a lithium-ion battery. Energy density refers to the amount of energy that can be stored within a given volume or weight of the battery. By choosing a polymer binder with low weight and high compatibility with the active materials, the overall weight of the battery can be reduced, resulting in higher energy density. This is particularly important for applications where lightweight and compact batteries are desired, such as electric vehicles.Considerations for Binder SelectionWhen selecting a polymer binder for lithium-ion batteries, several factors need to be considered. These include the binder's mechanical strength, adhesion properties, ionic conductivity, thermal stability, and compatibility with other battery components. Additionally, considerations such as cost, availability, and environmental impact should also be taken into account. A thorough understanding of these factors is crucial to choose the most suitable polymer binder for a specific battery application.Future Developments and InnovationsThe field of polymer binders for lithium-ion batteries is continuously evolving, with ongoing research and development aimed at improving battery performance and durability. Scientists and engineers are exploring new polymer materials and binder formulations to enhance adhesion, ionic conductivity, and thermal stability. Additionally, the use of advanced manufacturing techniques, such as 3D printing, is being investigated to create customized binder structures that optimize battery performance. These innovations are expected to drive the next generation of lithium-ion batteries with even higher energy density, longer lifespan, and improved safety.Quote Inquiry

Understanding the Role of PVDF in Lithium Ion BatteriesIntroduction:Lithium-ion batteries have become the preferred choice for energy storage in various applications, ranging from consumer electronics to electric vehicles. These batteries offer high energy density, longer lifespan, and improved safety compared to their counterparts. One crucial component that plays a vital role in the performance of lithium-ion batteries is polyvinylidene fluoride (PVDF). In this article, we will explore the different ways in which PVDF is used in lithium-ion batteries and its significance in enhancing their overall performance.1. Binder Material:PVDF is primarily used as a binder material in the fabrication of lithium-ion batteries. It acts as a binding agent, holding the active materials, conductive additives, and electrolyte together within the battery structure. PVDF has excellent adhesive properties, allowing it to form a strong and durable bond between the various components. This ensures the stability and integrity of the battery, even under extreme operating conditions.2. Conductive Additive:In addition to its role as a binder material, PVDF also serves as a conductive additive in lithium-ion batteries. By adding a small amount of PVDF to the electrode materials, it enhances their conductivity and facilitates the efficient movement of ions during charge and discharge cycles. This improves the overall performance of the battery, leading to higher energy efficiency and faster charging times.3. Electrolyte Compatibility:PVDF is known for its excellent compatibility with lithium-ion battery electrolytes. It exhibits good solubility in common organic solvents, allowing it to form a homogeneous mixture with the electrolyte. This compatibility ensures that PVDF does not interfere with the ion transport process and maintains the stability of the electrolyte. It also prevents the formation of unwanted by-products or side reactions that could degrade the battery's performance.4. Mechanical Strength and Stability:One of the key advantages of PVDF in lithium-ion batteries is its exceptional mechanical strength and stability. PVDF has a high melting point and good dimensional stability, enabling it to withstand the stresses and strains experienced during battery operation. It also exhibits excellent resistance to chemical degradation, ensuring its long-term stability in harsh environments. These properties contribute to the overall durability and reliability of lithium-ion batteries.5. Improved Safety:Safety is a critical aspect of lithium-ion batteries, especially considering their use in high-energy applications. PVDF plays a significant role in enhancing the safety of lithium-ion batteries by improving their thermal stability. PVDF has a high thermal decomposition temperature, which helps prevent thermal runaway and reduces the risk of battery failure due to overheating. This makes lithium-ion batteries incorporating PVDF safer and more reliable for various applications.6. Enhanced Electrochemical Performance:The use of PVDF in lithium-ion batteries also leads to enhanced electrochemical performance. PVDF acts as a barrier material, preventing the dissolution and migration of active materials from the electrodes. This improves the overall cycling stability and capacity retention of the battery, ensuring its long-term performance and lifespan. Additionally, PVDF assists in maintaining a stable solid-electrolyte interface, minimizing the formation of unwanted side reactions.7. Improved Adhesion:Another crucial aspect of PVDF in lithium-ion batteries is its ability to improve adhesion between the electrode materials and the current collector. PVDF forms a strong bond with both the active materials and the current collector, ensuring efficient electron transfer and minimizing internal resistance within the battery. This leads to improved energy efficiency and reduced self-discharge rates, making lithium-ion batteries more reliable and long-lasting.8. Enhanced Electrode Structure:PVDF plays a significant role in enhancing the structure of the electrodes in lithium-ion batteries. It helps in the formation of a uniform and well-organized electrode structure, which is crucial for efficient ion transport and electron flow. The presence of PVDF ensures a consistent distribution of active materials throughout the electrode, maximizing the battery's overall performance and energy density.9. Potential for Higher Energy Density:Due to its unique properties, PVDF holds the potential for enabling higher energy density in lithium-ion batteries. By improving the adhesion between electrode materials and enhancing the overall electrode structure, PVDF allows for the utilization of higher-capacity active materials. This leads to an increase in the energy storage capacity of the battery, enabling longer runtimes and improved performance in various applications.10. Future Research and Development:The use of PVDF in lithium-ion batteries continues to be an active area of research and development. Scientists and engineers are exploring new techniques and modifications to further enhance the performance and safety of lithium-ion batteries. Ongoing efforts are focused on improving the compatibility of PVDF with emerging electrolyte systems, developing novel PVDF-based composites, and optimizing the manufacturing processes to achieve even higher energy densities and longer lifespans.PVDF, lithium-ion batteries, binder material, conductive additive, electrolyte compatibility, mechanical strength, stability, safety, electrochemical performance, adhesion, electrode structure, energy densityHow is PVDF used in lithium ion batteries? - Exploring its RoleDiscover how PVDF is used in lithium-ion batteries to enhance their performance, safety, and overall efficiency. Explore its role as a binder material, conductive additive, and more.Quote Inquiry

What is PVDF Membrane Material? A Comprehensive GuideIntroductionPVDF (Polyvinylidene Fluoride) membrane material is a versatile and widely used synthetic membrane in various industries. It offers exceptional chemical resistance, durability, and high performance, making it suitable for a wide range of applications. In this article, we will explore the characteristics, uses, and benefits of PVDF membrane material.The Composition of PVDF Membrane MaterialPVDF membrane material is composed of a polymer called polyvinylidene fluoride. The polymer is made up of repeating units of vinylidene fluoride monomers. The arrangement of these monomers gives PVDF its unique properties, including its high chemical resistance and excellent mechanical strength.Chemical Resistance and DurabilityPVDF membrane material is known for its exceptional chemical resistance, making it suitable for applications where exposure to harsh chemicals is common. It can withstand a wide range of acids, bases, and organic solvents without degrading or losing its integrity. Additionally, PVDF membranes exhibit excellent durability, allowing them to retain their performance even under challenging conditions.Hydrophobicity and HydrophilicityPVDF membrane material can be modified to exhibit both hydrophobic and hydrophilic properties. Hydrophobic PVDF membranes repel water and allow only non-polar substances to pass through, making them useful for applications such as gas separation and filtration of non-aqueous liquids. On the other hand, hydrophilic PVDF membranes attract water and allow both polar and non-polar substances to pass through, making them suitable for applications such as water purification and protein filtration.Microfiltration and UltrafiltrationPVDF membrane material is widely used in microfiltration and ultrafiltration processes. Microfiltration membranes have larger pore sizes and are used for the removal of suspended solids, bacteria, and large particles from liquids. Ultrafiltration membranes have smaller pore sizes and are used for the separation of macromolecules, proteins, and viruses. PVDF membranes are preferred in these applications due to their excellent filtration efficiency and chemical resistance.Biomedical ApplicationsPVDF membrane material finds extensive use in biomedical applications. It is commonly used in the manufacture of medical devices such as catheters, filters, and drug delivery systems. PVDF membranes are biocompatible, meaning they do not elicit harmful immune reactions or tissue responses when in contact with living organisms. This property makes them ideal for applications where direct interaction with the human body is required.Water Treatment and DesalinationPVDF membrane material is widely employed in water treatment and desalination processes. It is used in reverse osmosis and nanofiltration systems to remove impurities, salts, and contaminants from water, making it safe for consumption or industrial use. PVDF membranes offer high salt rejection rates and excellent fouling resistance, ensuring efficient and reliable water purification.Electrochemical ApplicationsPVDF membrane material is utilized in various electrochemical applications, including batteries, fuel cells, and sensors. Its high dielectric constant and excellent ion conductivity make it an ideal separator material in these devices. PVDF membranes also exhibit good thermal stability and mechanical strength, ensuring the long-term performance and reliability of electrochemical systems.Environmental ApplicationsPVDF membrane material plays a crucial role in environmental applications such as air and gas filtration, wastewater treatment, and air pollution control. PVDF membranes can effectively remove particulate matter, pollutants, and contaminants from air and water streams. Their chemical resistance and durability make them suitable for use in challenging environmental conditions.ConclusionPVDF membrane material is a versatile and high-performance synthetic membrane with a wide range of applications. Its exceptional chemical resistance, durability, and ability to be modified for hydrophobic or hydrophilic properties make it a preferred choice in various industries. From water treatment to biomedical applications, PVDF membranes continue to contribute to the advancement of technology and improve the quality of life.Quote InquiryContact Us Now！

Why is PVDF used for membranes?A membrane is a thin, selective barrier that separates two different phases, such as gases or liquids. Membranes are widely used in various applications, including water purification, gas separation, and drug delivery systems. One of the key materials used for manufacturing membranes is Polyvinylidene fluoride (PVDF). PVDF offers several desirable properties that make it an excellent choice for membrane applications. In this article, we will explore the reasons why PVDF is used for membranes.Durability and Chemical ResistancePVDF is known for its exceptional durability and chemical resistance. It can withstand exposure to a wide range of harsh chemicals, including acids, bases, and organic solvents. This makes PVDF membranes highly resistant to degradation, ensuring their longevity and reliability in various applications. Whether it is filtering aggressive solvents or treating wastewater, PVDF membranes can maintain their performance even in challenging environments.High Purity FiltrationPVDF membranes offer high purity filtration, making them ideal for applications where the removal of contaminants is critical. The structure of PVDF membranes allows for precise control over pore size, enabling the retention of particles and molecules of different sizes. This makes PVDF membranes effective in removing bacteria, viruses, and other microorganisms from water or air. The high purity filtration capability of PVDF membranes makes them valuable in industries such as pharmaceuticals and electronics.Excellent Mechanical StrengthPVDF membranes possess excellent mechanical strength, which is crucial for their performance in filtration applications. The strong and robust nature of PVDF allows the membranes to withstand high pressures and maintain their integrity even in demanding conditions. This mechanical strength ensures that PVDF membranes do not collapse or deform under the operating pressures, providing consistent and reliable filtration performance.Thermal StabilityPVDF membranes exhibit excellent thermal stability, allowing them to be used in applications where elevated temperatures are involved. They can withstand a wide temperature range, from cryogenic temperatures to higher temperatures depending on the specific grade of PVDF used. This thermal stability of PVDF membranes enables their use in processes that require heat sterilization or where exposure to high temperatures is necessary for efficient operation.HydrophobicityPVDF membranes are inherently hydrophobic, meaning they repel water. This hydrophobic nature of PVDF makes it suitable for applications where water wetting can negatively impact performance. For example, in gas separation processes, hydrophobic PVDF membranes prevent wetting by water vapor, allowing for efficient separation of different gases. The hydrophobicity of PVDF also contributes to the self-cleaning properties of the membranes, reducing fouling and improving overall performance.Chemical CompatibilityAnother advantage of PVDF membranes is their compatibility with a wide range of chemicals. PVDF is resistant to many organic solvents, acids, and bases, making it suitable for applications involving aggressive chemical environments. This chemical compatibility allows PVDF membranes to be used in processes such as solvent filtration, where other materials may fail or degrade over time.BiocompatibilityPVDF membranes are biocompatible, meaning they are compatible with living tissues or organisms without causing harmful effects. This property makes PVDF membranes suitable for medical applications, such as drug delivery systems or blood filtration. The biocompatibility of PVDF ensures that the membranes can be safely used in contact with biological fluids or tissues, without causing adverse reactions.Easy to CleanPVDF membranes are relatively easy to clean compared to other membrane materials. Their hydrophobic nature prevents the adsorption of contaminants, making it easier to remove debris or fouling from the surface. PVDF membranes can be cleaned using various methods, including backwashing, chemical cleaning, or a combination of both. This ease of cleaning contributes to the longevity and efficient performance of PVDF membranes in filtration applications.Wide Range of ApplicationsThe exceptional properties of PVDF membranes make them suitable for a wide range of applications. They are extensively used in water treatment systems, including desalination, wastewater treatment, and drinking water purification. PVDF membranes also find applications in the food and beverage industry, pharmaceutical manufacturing, biotechnology, and electronic industries. The versatility of PVDF membranes makes them a popular choice for diverse filtration needs.ConclusionPVDF membranes offer a unique combination of properties that make them highly desirable for membrane applications. Their durability, chemical resistance, high purity filtration, mechanical strength, thermal stability, hydrophobicity, chemical compatibility, biocompatibility, ease of cleaning, and wide range of applications make PVDF an excellent choice for membrane production. Whether it is water purification, gas separation, or medical filtration, PVDF membranes provide reliable and efficient performance.Quote InquiryContact Us Now!

China National Chemical Corporation (ChemChina) has been deeply involved in the fluorine industry for over 70 years, with products applied in refrigeration, safety, electronics, construction, medicine, pesticides, new energy, environmental protection, and other fields, making it "omnipresent and omnipotent."Get on board first! Meet "Fluorine"1. In the summer, cool driving relies on it On a hot summer day, the first thing you think about when getting in the car is turning on the air conditioning!The moment you turn on the air conditioning, the refrigerant, known as the "blood" of the air conditioning system, starts serving you – it absorbs heat through vaporization, lowering the temperature inside the car. In the field of refrigerants, ChemChina's subsidiary, BlueStar (Beijing) Chemical Machinery Co., Ltd., is a strong player with a full range of refrigerant products in various specifications. BlueStar's Zhejiang Research Institute started focusing on the development of ozone-depleting substance (ODS) alternatives in the 1980s, with multiple refrigerant projects included in national, ministerial, and provincial research plans. In the 1990s, Amp New Energy Technology Co., Ltd.'s HFC-134a (tetrafluoroethane) project was listed as a key scientific and technological project in the national "Eighth Five-Year Plan," filling a technological gap in China. Currently, most of the refrigerants used in cars on the market are HFC-134a. Additionally, Amp New Energy Technology Co., Ltd. is also the drafting unit for the Chinese national standard for HFC-134a. Amp New Energy Technology Co., Ltd.'s nearly ten varieties are popular in both domestic and global markets, with the "Jinleng®" automotive air conditioning refrigerant holding a leading position in the market. In the field of new energy vehicles, BlueStar is researching DL series refrigerants and YL series electronic fluorine liquids for use in the thermal management system of new energy vehicles, achieving constant temperature control for the car cabin and batteries.

Amp New Energy Technology Co., Ltd. was established in July 2001 as Jiangxi Black Cat Carbon Black Co., Ltd., focusing on the development of carbon black as a resource utilization product in the context of diversified development. The company went public on the Shenzhen Stock Exchange in September 2006, becoming the first company in China to be listed with a single carbon black product through market operations with state-owned assets holding. Over the past twenty years, the company has grown into a leading enterprise in the chemical industry specializing in carbon black products, with coal tar deep processing and white carbon black as its two wings, and resource utilization as a supplement. The company currently has carbon black production bases in Jingdezhen, Hancheng, Chaoyang, Wuhai, Handan, Taiyuan, Tangshan, and Jining (some with supporting coal tar deep processing capacity), as well as a carbon-based materials research institute in Qingdao and a special carbon black post-processing base in Hefei. It is a leading enterprise in the domestic carbon black industry with outstanding production capacity, reasonable production layout, and a high level of comprehensive utilization.Since its establishment in 2001, the company has been dedicated to the manufacturing and research of carbon black products, with carbon black sales revenue accounting for over 85% of the company's total business income. It is a leading enterprise in the Chinese carbon black industry, the Chairman unit of the Carbon Black Branch of China Rubber Industry Association, the first listed company in China with carbon black as its main business, and has been the top producer and seller of carbon black in China for over 10 consecutive years. The company's carbon black production technology and processes are at an international advanced level, making it a leader in energy efficiency in the Chinese carbon black industry. The carbon black products produced by Amp New Energy Technology Co., Ltd. are exported to over 20 countries and regions in Europe, America, and Japan, transforming from an unknown carbon black small factory at its inception to a globally renowned carbon black enterprise ranking fourth in market share. Carbontech is honored to have Mr. He Zonglin, technical consultant of Amp New Energy Technology Co., Ltd., to share the development trajectory of Black Cat Carbon Black, their future research plans, and analyze the pros and cons of conductive carbon black, graphene, and carbon nanotubes in the field of battery conductive agents.

Conductive carbon black is a type of conductive agent and an important auxiliary material in lithium batteries.Compared to other conductive agents, conductive carbon black has better overall performance and is currently the mainstream conductive agent. Benefiting from the continuous growth in demand for downstream new energy vehicles, we expect the global market space for conductive carbon black to be around 7.6 billion yuan by 2027. In terms of production process, the main barrier for conductive carbon black lies in the design of reaction furnace equipment. In terms of production cost, the main cost components of this product include raw materials such as coal tar. In terms of market landscape, this product has mainly relied on imports in the past, but is currently accelerating domestic substitution. Domestic companies mainly include Black Cat Corporation, Jiaozuo Hexiong, Yongdong Corporation, and Wuxi Dongheng. Looking at future trends, conductive carbon black is suitable for the trend of composite conductive agents. Conductive carbon black is the mainstream lithium battery conductive agent, with core technology creating barriers Conductive agents are important auxiliary materials for improving the conductivity of lithium batteries, which can compensate for the poor conductivity of positive electrode materials and maintain the conductivity performance of negative electrode materials after repeated expansion and contraction. Conductive carbon black performs well when considering factors such as the degree of improvement in electrode conductivity, slurry dispersion performance, formulation dosage, and cost. According to GGII data, conductive carbon black accounted for 65% of China's power battery conductive agents in 2022. The performance of conductive carbon black is mainly determined by its structural characteristics, specific surface area, and magnetic impurity content. The performance requirements for lithium-grade conductive carbon black are higher than for ordinary carbon black, and the product performance can be classified from low to high as acetylene black, SP, and Ketjen black. The reaction furnace is an important reaction equipment and a core barrier for the production of conductive carbon black, with components such as the oil nozzle in the furnace head being crucial for accuracy. Localization and cost reduction are the trend, with potential for small and beautiful new energy tracks In terms of cost composition, raw materials such as coal tar account for approximately 80% of the cost of conductive carbon black. The price of imported conductive carbon black has long been high, with shipping costs accounting for a certain proportion.Domestic substitution can eliminate shipping costs, while domestic raw material costs are lower than overseas costs, making it cost-effective. Assuming that the proportions of conductive carbon black added to ternary positive electrode materials, lithium iron phosphate and other positive electrode materials, and negative electrode materials are 2%, 3%, and 1% respectively, and the penetration rates of conductive carbon black from 2023 to 2027 are 56%, 54%, 52%, 51%, and 50%, the global market demand for conductive carbon black from 2023 to 2027 is estimated to be 48,000 tons, 66,000 tons, 89,000 tons, 118,000 tons, and 152,000 tons, corresponding to market spaces of 3.14 billion yuan, 3.94 billion yuan, 4.87 billion yuan, 6.15 billion yuan, and 7.60 billion yuan. Domestic substitution is underway, with efforts to promote expansion In the past, due to the dispersed scale of domestic carbon black companies and their focus on the tire market, as well as insufficient core research and development technology for reaction furnaces, domestic conductive carbon black was almost entirely dependent on imports. Major companies included France's Orion Stone, the United States' Cabot Corporation, Japan's Lion King, and Japan's Denka Corporation. With the accelerated penetration of downstream new energy vehicles and the significant increase in demand for lithium batteries, overseas supply of conductive carbon black has been unable to meet demand and prices have been high. Domestic companies have begun to initiate domestic production, gradually achieving technological breakthroughs. Major companies include Black Cat Corporation, Jiaozuo Hexiong, Yongdong Corporation, and Wuxi Dongheng.Risk warning: Lower-than-expected sales of downstream new energy vehicles, slower-than-expected industrialization progress, technological innovations, and the mention of companies in the industry chain do not represent coverage or investment recommendations for the company.

Recently, the Zhejiang Provincial People's Government issued a decision to commend the winners of the 1st Zhejiang Province Intellectual Property Award, announcing the list of winners. The core invention patent of Zhuhai Blue Sky Polyvinylidene Fluoride (PVDF) product, "High Adhesive Polyvinylidene Fluoride Copolymer," was awarded the first prize for invention patents."High Adhesive Polyvinylidene Fluoride Copolymer" addresses the long-term reliance on imported high-performance PVDF binders for lithium batteries and the foreign monopoly on intellectual property. We independently developed a new type of PVDF copolymer, with better adhesion and alkali resistance than foreign competitors. This has led to integrated technological innovation in polymerization, processing, application, and industrialization. Expert reviews have confirmed that the technology has reached international leading levels. This intellectual property achievement has been successfully implemented and mass-produced on a thousand-ton production line, supplying global lithium battery giants. The product has been adopted by the top 20 companies in the lithium battery industry, creating significant social and economic benefits and effectively promoting the technological progress of China's fluorine chemical industry.The Zhejiang Province Intellectual Property Award is the first provincial government comprehensive intellectual property award established nationwide. It is the only provincial government award in the field of intellectual property that covers all categories of intellectual property and the entire chain of "creation, operation, and protection." The evaluation is organized by the Zhejiang Market Supervision Administration (Zhejiang Intellectual Property Office).