According to public information, Nai Tian Science and Technology is mainly engaged in research and development, production and sales of nano-carbon materials and related products. The company's products include carbon nanotube powder, carbon nanotube conductive paste, graphene composite conductive paste and carbon nanotube conductive masterbatch.
It is reported that in the field of lithium batteries, carbon nanotubes have been widely used as a new conductive agent by lithium battery manufacturers because of their superior conductivity to improve the energy density and cycle life of lithium batteries.
Nai Tian Science and Technology announced that during the reporting period, the growth of the company's operating income was mainly due to the growing demand for high-quality batteries in the power battery market, which led the carbon nanotube conductive paste to gradually replace the traditional conductive agent and promoted the growth of the company's main product, carbon nanotube conductive paste.
The permeability of the carbon nanotube conductive agent is improved.
In recent years, thanks to the vigorous development of the new energy vehicle market, domestic power battery shipments have continued to climb. At the same time, the power battery enterprises represented by Contemporary Ampere Technology Co., Ltd. are also accelerating the "going out to sea" of their products, further stimulating the domestic power battery market.
According to the survey data of GGII, in 20021year, driven by the increasing demand for power batteries and energy storage batteries, the lithium battery market in China shipped 327GWh, up 129.7% year-on-year. Among them, the shipment of energy storage batteries was 48GWh, a year-on-year increase of196%; The shipment of power lithium batteries was 226GWh, up 183% year-on-year.
GGII predicts that in 2025, the market size of power lithium batteries in China will reach 1.070 GWh, and the global market size of power batteries will reach1.550 gwh.
The continuous growth of power battery shipments has directly led to the warming of the new conductive agent industry. Especially after the wide use of high nickel, ternary and silicon carbon negative electrodes, the cost performance and permeability of new conductive agents represented by carbon nanotubes will be gradually improved.
Relevant data show that in 20021year, the total market size of new conductive paste in China reached 98,000 tons, an increase of 61.5% compared with 2020; Among them, the market size of carbon nanotube conductive paste was 78,000 tons, up 62% year-on-year.
Benefiting from the soaring market demand for carbon nanotube conductive paste, the market share of Nai Tian Science and Technology has also increased, accounting for 43.4% of 202 1, ranking first in the industry.
It is reported that according to the industry organization's prediction, by 2025, driven by the high nickel content of power batteries and the increase of silicon and carbon usage, coupled with the accelerated promotion and application of fast charging technology in the market, the proportion of carbon nanotube conductive paste in the field of power batteries will reach 665438 0%.
R&D investment soared and capacity expansion accelerated.
It is reported that carbon nanotubes, as nano-scale basic materials, have always been a research hotspot in the fields of chemistry and materials science. However, due to the difficulty of continuous macro-preparation, carbon nanotubes can not be effectively commercialized for a long time. Nai Tian Science and Technology took the lead in mastering this technology and formed a leading edge.
At the same time, the company is also one of the first companies to successfully introduce carbon nanotubes into lithium batteries in the form of slurry, which has promoted the wide application of carbon nanotubes in the field of lithium batteries.
These first-Mover advantages have well consolidated the position of Nai Tian science and technology in the industry. However, with the soaring demand for carbon nanotube conductive agent in lithium battery industry, more and more enterprises are also making efforts in this field.
Therefore, Nai Tian Science and Technology is constantly upgrading its technology to cope with industry competition. The financial report shows that in 20021year, the total investment of R&D in Nai Tian was 5 1.96 million yuan, up by 84.40% year-on-year. At the same time, the company's R&D personnel are constantly expanding to continuously develop the latest products that meet the market demand.
However, as a new material, the application time of carbon nanotubes as a conductive agent is still very short, and lithium battery manufacturers need a gradual acceptance process to use carbon nanotubes as a conductive agent. If the substitution of carbon nanotube conductive agent for traditional conductive agent is not satisfactory in the future, or a conductive agent for lithium batteries with better performance appears, the market application of carbon nanotube conductive paste for lithium batteries in Nai Tian will also be affected. In view of this, it is reported that the company is also actively expanding the application of carbon nanotubes in conductive plastics, chips and other markets.