Fibrous conductive agent is a high-performance lithium battery conductive agent. Carbon nanotube conductive agent is expected to become the mainstream of the market.

There are many types of conductive agents for lithium batteries, and carbon-based conductive agents are the mainstream products in the market. According to different structures, they can be divided into three types: fibrous conductive agents, granular conductive agents and flake conductive agents. Fibrous conductive agents mainly include vapor grown carbon fiber (VGCF) and carbon nanotube (CNT) conductive agents. Compared with other conductive agents, fibrous conductive agents have the advantages of improved adhesion, large aspect ratio, and good conductive properties. They are expected to have broad application prospects in the field of lithium batteries in the future.

VGCF conductive agent is a traditional fibrous conductive agent. It has the advantages of low operating cost and high technological maturity. In recent years, its production capacity and quality have shown a continuous growth trend. However, compared with carbon nanotube conductive agents, VGCF conductive agents add more amounts and have relatively poor rate performance. In the future, carbon nanotube conductive agents are expected to become the mainstream product in the fibrous conductive agent market.

Carbon nanotube conductive agent is made of carbon nanotubes (CNT) as the base material. It has the characteristics of good conductivity, low addition amount, and can increase battery energy density. In 2022, the global carbon nanotube conductive agent market will reach nearly 4 billion yuan, a year-on-year growth of 31.2%. In terms of the local market, the carbon nanotube conductive agent industry has high technical barriers and high production costs. It currently has a low market share in my country. VGCF conductive agent still occupies a large share of my country’s fibrous conductive agent market.

According to the “2023-2028 China Fibrous Conductive Agent Industry Market In-depth Research and Development Prospects Forecast Report released by the Industrial Research Center , fibrous conductive agent belongs to lithium battery conductive agent. Benefiting from the accelerated development of downstream industries such as new energy vehicles and energy storage, my country’s lithium battery conductive agent shipments continue to grow. In 2022, my country’s lithium battery conductive agent shipments will reach nearly 40,000 tons, a year-on-year increase of nearly 70%, setting a record high. The fibrous conductive agent has excellent performance and is a high-performance lithium battery conductive agent. In the future, with the increasingly strong market demand, the development space of my country’s fibrous conductive agent industry will be further expanded.

The main manufacturers of fibrous conductive agents in my country include Jiangsu Tiannai Technology Co., Ltd., Guangdong Dow Technology Co., Ltd., Huizhou Jiyue Nanomaterial Technology Co., Ltd., Wuxi Dongheng New Energy Technology Co., Ltd., etc. Tiannai Technology is my country’s leading company of fibrous conductive agents. It focuses on the research, development and production of carbon nanotube conductive slurries, carbon nanotube powders, carbon nanotube conductive masterbatch and other products. It has independent research and development capabilities of carbon nanotube conductive agents.

Industry analysts said that fibrous conductive agents, as carbon-based conductive agents, have advantages such as good conductivity and are used in the field of lithium batteries. widely. Carbon nanotube conductive agent is an emerging product in the fibrous conductive agent market. As the technological maturity of local companies increases, the process of localization in the Chinese market is expected to accelerate. In terms of market competition, companies with the production capacity of high-performance fibrous conductive agents will occupy a larger space in the Chinese market in the future.