欧宝体育

1 Introduction to the Project

1.1 Project background

1.1.1 Product introduction

Silicon-carbon negative electrode material refers to a composite material in which silicon material is doped with carbon materials of different structures to improve the capacity and electrochemical performance of the negative electrode material. As a new type of negative electrode material developed in recent years, this material has important application value in lithium-ion batteries.

1.1.2 Market prospect

(1) Overview and market size of silicon-carbon negative electrode industry

Silicon-carbon negative electrode materials have broad application prospects in the field of lithium-ion batteries due to their advantages such as high energy density and long cycle life. With the continuous advancement of technology and the gradual reduction of costs, silicon-carbon negative electrode materials are gradually replacing traditional graphite materials and becoming the mainstream choice for the new generation of battery technology.

With the transformation of the global energy structure and the booming development of the new energy vehicle market, silicon-carbon negative electrode materials, as a key component of lithium-ion batteries, have received unprecedented attention to their industry development. In 2024, the silicon-carbon negative electrode industry has ushered in new development opportunities under the guidance of policies and the promotion of the market.

With the continuous breakthroughs in technology and the expansion of the market, silicon-carbon negative electrode materials are gradually occupying an important position in the lithium battery market, providing strong support for the development of emerging fields such as new energy vehicles, smart homes, and the Internet of Things. According to relevant data, the market size of silicon-carbon negative electrode materials in China has reached 2.105 billion yuan in 2023, and 1.282 billion yuan in the H1 of 2024. The Chinese market occupies an important position in the global market, with a large market size and a growth rate higher than the global average. This is mainly due to the government's emphasis and support for the new energy industry, as well as the continuous efforts of Chinese enterprises in technology research and development and market expansion.

With further breakthroughs in technology and cost, silicon-carbon composite negative electrode materials are gradually moving towards industrialization. In recent years, the growth rate of silicon-carbon composite negative electrode materials has been continuously increasing, and it is expected to become one of the important negative electrode materials. The production of silicon-carbon composite negative electrode materials in China was 1300 tons in 2019, and reached 12600 tons in 2023.

With the increasing demand, especially in the booming field of electric vehicles in recent years, the improvement of range has made the R&D of high-energy density batteries a top priority. Improving battery energy density involves many issues, such as the need to develop high-capacity positive and negative electrode materials with excellent performance. It is expected that by 2030, the shipment volume of silicon carbon negative electrode materials in China will reach 162500 tons, and the demand will reach 162300 tons.

(2) Market prospects of silicon-carbon negative electrode materials

Silicon-carbon negative electrode material, as an important next-generation negative electrode material for lithium batteries, combines the high energy density of silicon with the excellent conductivity and stability of carbon. It has the characteristics of high capacity, high energy density, and good cycling stability, and occupies an important position in the lithium battery market. At present, the application fields of silicon-carbon negative electrode materials are gradually expanding, from consumer electronics such as smartphones and tablets, to high-end markets such as electric vehicles and energy storage systems. The silicon-carbon negative electrode material is with high capacity, high energy density, excellent electrochemical performance, and good cycling stability, making it one of the promising negative electrode materials for the next generation.

The new energy vehicle market continues to grow. With the continuous expansion of the new energy vehicle market, the demand for high-performance batteries is increasing. As a key material for improving battery performance, silicon-carbon negative electrode materials will continue to increase in market demand. Technological progress leads to cost reduction. With the continuous advancement of technology, the production cost of silicon carbon negative electrode materials is expected to be further reduced, which will contribute to their widespread application in the market.

The policy environment continues to be optimized. The continuous support and encouragement from the government for the new energy materials industry has provided a stable policy environment for the development of the silicon-carbon negative electrode materials industry. The international market has the potential for expansion. With the global emphasis on new energy technologies, silicon-carbon negative electrode materials have broad application prospects in the international market, providing new growth points for the industry.

In 2024, the silicon-carbon negative electrode industry has ushered in new development opportunities under the guidance of policies and the promotion of the market. The industry not only faces challenges of technological progress and cost reduction, but also has enormous potential for the growth of the new energy vehicle market, policy environment optimization, and international market expansion. In the future, the silicon-carbon negative electrode material industry is expected to play a more important role in the field of new energy and contribute to achieving carbon neutrality goals.

As one of the four main materials of lithium-ion batteries, negative electrode materials have the function of reversibly absorbing and releasing lithium ions released from the positive electrode, and releasing electrons through external circuits. Silicon-carbon negative electrode material, as a new type of negative electrode material, has many significant advantages. Firstly, its energy density is high, and the use of silicon-carbon negative electrode material can greatly improve the energy density and range of the battery. Secondly, the safety of silicon-carbon negative electrode materials is sound, and they also have the potential for abundant raw materials and low-cost large-scale production, which is crucial for the commercial application of the battery industry. With the rapid development and increasing demand of downstream electric vehicles and renewable energy markets, the demand for silicon-carbon negative electrode materials will continue to increase. In summary, the project has good market prospects.

1.1.3 Technical analysis

The preparation process of silicon-carbon negative electrode material mainly includes the following steps:

Material preparation: First, uniformly mix a pore-forming agent and dispersant into a solvent. Subsequently, add a carbon source to form a homogeneous liquid-phase mixture. Dry the mixture, then proceed with granulation, carbonization, and pulverization. Treat the carbonized material with an etching solution to remove the pore-forming agent, yielding porous carbon.

Vapor deposition: Place the prepared porous carbon into a gas-phase rotary kiln for vapor deposition. Raise the temperature, then introduce silane gas and a carrier gas. Maintain the temperature to achieve in situ composite formation of nano-silicon on the porous carbon matrix. Continue heating, introduce a pyrolytic carbon source and carrier gas, and hold the temperature to coat the composite with pyrolytic carbon. Cool to room temperature and discharge the product to obtain silicon-carbon composite negative electrode material.

Surface treatment and sintering: Further process the silicon-carbon negative electrode material through surface treatment, sintering, pulverization, sieving, and demagnetization to enhance its performance and stability.

1.1.4 Advantageous conditions of project construction

(1) Policy advantageous

The Guiding Catalogue for Industrial Structure Adjustment (2024 Edition)  encourages projects including key components of new energy vehicles, such as positive and negative electrode materials for power batteries. This indicates the government's support and encouragement for the negative electrode material industry.

The 2024-2025 Energy Conservation and Carbon Reduction Action Plan issued by the State Council aims to promote China's achievement of energy conservation and carbon reduction goals during the 14th Five Year Plan period. The Plan proposes that by 2025, the proportion of non-fossil energy consumption will reach around 20%, which will promote the development of the new energy industry and indirectly benefit the silicon-carbon negative electrode material industry.

(2) Location advantageous

Tumen City is a port city located on the eastern border of Jilin Province, with characteristics of being along the border, along the river, along transportation lines, and near the sea. Tumen City is located at the junction of the Tumen River Basin and the Greater and Lesser Golden Triangle proposed by the United Nations Development Programme (UNDP). It is an important transportation hub and distribution center for people, logistics, and commerce in Northeast Asia in the future. Tumen City is located between Yanji City and Hunchun City, forming a double-pronged attack with Hunchun Development Zone. It is a direct channel for Jilin Province's opening up to the outside world, with a strategic position of connecting the east and the west, as well as strong radiation, connection, and distribution functions. The transportation is very convenient, with the Changchun-Yanji-Hunchun Expressway crossing the southern end of the development zone. It is only three kilometers away from Tumen Railway Freight Station, Tumen Passenger Station, and China North Korea International Railway and Highway Bridge. It's only a 30 minute drive from Yanji Airport.

(3) Industrial advantageous

Tumen City has successfully introduced Jilin Taize New Energy Technology Co., Ltd. with the new energy battery industry as its core, and plans to build the Jilin Tumen New Energy Battery Materials Industrial Park project. The total planned investment is 12 billion yuan, covering a total area of about 80 hectares, mainly producing new energy integrated lithium batteries, and creating a billion level full chain new energy battery material and battery production base. The annual production of 10000 tons of battery grade LiPF₆ project has been constructed. Currently, 2 out of 15 factory buildings have been capped, 1 has 3 floors, and 2 have 1 floor.

1.2 Contents and scale of project construction

The total area of the project is 10000 square meters, with a total construction area of 9000 square meters. The project plans to build a production line with an annual output of 10000 tons of silicon-carbon negative electrode materials. The project plans to construct hazardous waste warehouses, Class A warehouses, silane plants, CHF₃ units, BCl₃ units, SiC units, and other supporting facilities.

1.3 Total investment of the project and capital raising

The total investment of the project is 1.3 billion yuan, including a construction investment of 1 billion yuan.

1.4 Financial analysis and social evaluation

1.4.1 Main financial indexes

After the project reaches the production capacity, its annual sales income will be 817.61 million yuan, its profit will be 245.28 million yuan, its investment payback period will be 6.3 years (after the tax, including the construction period of 1 year) and its investment profit rate will be 18.87%.

Note: “10 thousand yuan” in the table is in RMB.

1.4.2 Social evaluation

Silicon negative electrode materials are more environmentally friendly in the production process, which can reduce the emission of harmful substances such as carbon dioxide and contribute to the development of environmental protection. At the same time, the completion of the project can increase the number of job opportunities and improve the local economic level. The project has good ecological, economic, and social benefits.

1.5 Cooperative way

Sole proprietorship, joint venture, and cooperation.

1.6 What to be invested by the foreign party

Funds, other methods can be discussed offline.

1.7 Construction site of the project

Tumen Chemical New Materials Circular Economy Industrial Park

1.8 Progress of the project

The project proposal has been prepared.

2 Introduction to the Partner

2.1 Basic information

Name: Jilin Tumen Border Economic Cooperation Zone

Address: No. 688 Fengwu Road, Tumen Economic Development Zone, Jilin Province

2.2 Unit overview

Tumen City is located between 129°39' E to 130°46' E longitude and 42°46' N to 43°43' N latitude, serving as a border port city in the eastern part of Jilin Province, China. It features unique advantages as a coastal, riverside, and transportation-linked city near the sea. Situated at the intersection of the Greater and Lesser Golden Triangles within the Tumen River Basin proposed by the UNDP, Tumen City is poised to become a vital transportation hub and a convergence point for passenger, cargo, and commercial flows in the future Northeast Asia region.

The city enjoys a mid-temperate humid and mild climate, moderated by the influence of the Sea of Japan. The winters here are not severely cold, and summers are free of extreme heat, with relatively small seasonal temperature variations. The average annual temperature is 15°C, with 540mm of rainfall and 135 frost-free days per year. The Tumen Economic Development Zone boasts an ideal climate, convenient transportation networks, abundant energy resources of water, electricity, and coal, comprehensive communication infrastructure, and excellent hydrogeological and engineering geological conditions. These attributes make it a prime location for industrial development and investment.

2.3 Contact method

Contact unit: Tumen City Bureau of Industry and Information Technology

Contact person: Song Guilong

Tel: +86-433-3622155

Fax: +86-433-3622155

E-mail: gxjgyzsb@163.com

Contact method of the city (prefecture) where the project is located:

Contact unit: Yanbian Prefecture Bureau of Commerce

Contact person: Li Jingyu

Tel: +86-13596515933