In recent years, with the improvement of lithium-ion battery performance and the rapid growth of demand, the application of sodium ion batteries has accelerated, and new negative electrode materials have become the key. In January of this year, six departments including the Ministry of Industry and Information Technology jointly issued the "Guiding Opinions on Promoting the Development of the Energy Electronics Industry", emphasizing the strengthening of industrialization technology research for new energy storage batteries, and promoting the large-scale application of advanced energy storage technologies and products. Among them, it is mentioned that we support the development of ultra long life and high safety lithium-ion batteries for energy storage, focus on low cost and high safety of batteries, strengthen the research of hard carbon and other positive and negative electrode materials, electrolytes and related auxiliary materials, develop efficient modular system integration technology, and accelerate the breakthrough and large-scale application of sodium ion battery technology.
Meanwhile, energy storage technology, as a key support for energy transformation, cannot develop without battery materials. Unlike highly crystalline graphite, hard carbon has a special amorphous structure, higher lithium/sodium storage capacity, and better low-temperature, fast charging, cycling, and safety performance. As a new type of carbon based energy storage material, hard carbon is the only negative electrode material with commercial prospects in the field of sodium ion batteries. It can also be applied in scenarios such as fast charging lithium-ion batteries, capacitive batteries, and lithium-ion capacitors, and has broad market space and high growth potential. According to a research report by CICC, it is expected that the market space for hard carbon materials is expected to reach 6.3 billion yuan by 2025. With policy support and market demand traction, the market size of hard carbon materials will continue to grow.
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