Carbon nanotube conductive agent is a new type of conductive agent and is expected to become a mainstream product in the market in the future.

As a new type of conductive agent, carbon nanotube conductive agents have the functions of enhancing electrolyte absorption efficiency, increasing battery capacity, reducing battery polarization, and increasing battery service life. In recent years, with the optimization of lithium-ion battery performance, the market has demanded conductive agents. Under this background, the market attention of carbon nanotube conductive agents has increased. Carbon nanotube conductive agents have excellent comprehensive properties. As market demand upgrades, carbon nanotube conductive agents are expected to gradually replace traditional conductive agents and become mainstream products in the market in the future.

According to the “2021-2025 China Carbon Nanotube Conductive Agent Market Feasibility Research Report” released by the Industrial Research Center, in recent years , with the continuous release of downstream market demand, my country’s carbon nanotube conductive slurry shipments have continued to grow, reaching nearly 50,000 tons in 2020, with an average annual compound growth rate of 35.6% from 2016 to 2020. Conductive agent is an important raw material for manufacturing conductive slurry. As the shipment volume of carbon nanotube conductive slurry increases, the market demand for carbon nanotube conductive agent will continue to be released, and the future development prospects of the industry are good.

At present, the market development of carbon nanotube conductive agents is still in its early stages, and high price is the main factor limiting its market development. However, as a new material, with the improvement of market recognition, expansion of industrial scale and improvement of production technology, the market penetration rate of carbon nanotube conductive agents is gradually increasing. In 2020, the penetration rate of carbon nanotube conductive agents in the field of high-end digital batteries has exceeded 51.4%.

Our country is the world’s largest new energy vehicle market. The market has a huge demand for conductive agents. However, due to limitations in technology, quality, research and development and other factors, our country’s conductive agents are highly dependent on external sources. As a new type of conductive agent, carbon nanotube conductive agents are used globally. The market is still dominated by foreign companies. At present, global carbon nanotube production capacity is mainly concentrated in China. my country has raw material advantages in developing carbon nanotube conductive agents. At the same time, under the general trend of domestic substitution, my country’s carbon nanotube conductive agent market has a large space for development.

In my country’s carbon nanotube conductive agent market, relevant manufacturers mainly include Jiangsu Tiannai Technology Co., Ltd., Shenzhen Defang Nanotechnology Co., Ltd., Wuxi Dongheng New Energy Technology Co., Ltd., and Shenzhen Jinbaina Nanotechnology Co., Ltd. companies, etc., the market concentration is relatively high. The carbon nanotube conductive agent industry has large profit margins. In recent years, the number of companies entering the market has been increasing, and market competition has intensified.

Industry analysts said that as a new type of conductive agent, carbon nanotube conductive agents have outstanding comprehensive advantages. As market demand upgrades, carbon nanotube conductive agents will Nanotube conductive agents are expected to replace traditional conductive agents and become mainstream products in the market. At present, the global carbon nanotube conductive agent market is still dominated by foreign companies. However, under the general trend of domestic substitution, the localization rate of carbon nanotube conductive agents will continue to increase, and there will be broad room for industry development in the future.