News summary

Lithium battery energy density improvement encounters bottleneckpowerballticket, silicon-based negative electrodes have attracted attention, CVD method silicon-carbon helps commercialization, and application demand is bullish.

Newsletter text

[CITIC Securities (600030): Lithium battery energy density is facing a bottleneck, and demand for silicon-based anode materials is expected to grow] CITIC Securities pointed out that the improvement of lithium battery energy density has encountered a bottleneck, and the industry chain is looking for anode materials with higher specific capacity. Silicon-based anode materials have attracted market attention due to their excellent characteristics. Although silicon-based materials have volume expansion problems during the commercialization process, CVD silicon-carbon technology has significantly improved this phenomenon, indicating that silicon-based anodes have broad application prospects in the field of lithium batteries.