With the support of national policies, the graphene conductive paste industry has huge development potential

​​ Graphene conductive slurry is a conductive material composed of graphene, conductive carbon black, dispersant, deionized water, stabilizer, adhesive, etc. Compared with traditional conductive pastes, graphene conductive pastes have the advantages of high thermal conductivity, high electron mobility, and stable conductivity. They are important materials for electrodes, interconnections, and electronic component packaging.

Graphene and conductive carbon black are the core raw materials for the production of graphene conductive slurry. Driven by market demand, my country’s graphene and conductive carbon black production continues to grow. In 2021, the conductive carbon black production of my country’s large-scale enterprises will exceed 400,000 tons. Graphene has the advantages of good mechanical properties and good electrical conductivity. Its electron movement speed is 1/300 of the speed of light. Benefiting from the increasing prosperity of semiconductor, new energy and other industries, my country’s graphene output value has maintained a steady growth trend, providing favorable conditions for the development of the graphene conductive paste industry.

The main preparation processes of graphene conductive slurry include liquid phase exfoliation method, redox method and chemical vapor deposition method. The liquid phase exfoliation method requires first using oxidants and acids to oxidize graphite, and then obtains graphene conductive slurry through processes such as water washing, drying, high-temperature heating, and dispersion; the redox method uses graphene oxide as the raw material and uses high-temperature heating or reducing agents. , reduce it to graphene, and then go through processes such as stripping, replacement, dispersion and filtration to obtain graphene conductive slurry; the chemical vapor deposition method has problems such as high production costs and has not yet been applied on a large scale.

According to the “2022-2027 China Graphene Conductive Paste Industry Market In-depth Research and Development Prospects Forecast Report released by the Industrial Research Center It shows that lithium-ion batteries are the largest demand end for graphene conductive paste. With the rise of the new energy vehicle industry, lithium-ion battery production continues to increase. According to statistics from the Ministry of Industry and Information Technology, national lithium-ion battery production reached 324.0GWh in 2021, a year-on-year increase of 106.0%. Against this background, the development speed of my country’s graphene conductive paste industry continues to accelerate. In 2021, my country’s graphene conductive paste market size will reach 15.12 billion yuan, a year-on-year increase of 36.2%.

In recent years, the government has attached great importance to the development of the graphene conductive paste industry. The “Guidance Catalog for the First Batch Application Demonstration of Key New Materials (2021 Edition)” released by the Ministry of Industry and Information Technology in 2021 clearly includes graphene conductive paste as a national cutting-edge new material. Driven by national policies, my country’s graphene conductive paste research and production technology continues to make breakthroughs, and the number of patent applications from local companies continues to grow.

The main manufacturers of graphene conductive paste in my country include Hunan Energic New Materials, Fangda Carbon New Materials, Jiangsu Tiannai Technology, Guangdong Dow Technology, etc. Industry analysts said that at present, there are only a small number of companies with large-scale graphene conductive paste production capabilities in my country, but with the As the level of independent research and development continues to improve, its market competition will become increasingly fierce. Overall, driven by market demand, the development prospects of my country’s graphene conductive paste industry will continue to improve.