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负极碳包覆行业深度报告:下游行业高景气,发展空间广阔-20230111-国海证券

√碳包覆必要性:碳负极材料电性能的两个最关键因素是石墨化程度与SEI膜致密程度,前者影响比容量,后者影响循环稳定性。而为了兼得比容量+循环稳定性,可通过碳包覆结合石墨本身的高比容+包覆材料的循环稳定。目前无定形碳包覆材料主要有沥青、酚醛树脂等,石油基可纺沥青由于克容量更高+污染小,成为目前包覆主流技术路线。 √碳包覆添加量:根据已有文献且结合负极上市公司实际披露数据,可得出天然石墨添加量在8%左右

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