GGII: It is expected that the market size of dispersants for lithium-ion positive electrode materials in China is expected to exceed 3 billion yuan by 2030
2023.06.26
Zhitong Finance Network
June 26, 2023
According to the latest research data from GGII, the market size of new dispersants for lithium-ion positive electrode materials in China exceeded 300 million yuan in 2022, with a year-on-year growth of over 120%. The growth rate of market size is slower than the growth rate of new dispersant shipments, mainly affected by the decline in the price of lithium-ion positive electrode slurry dispersants. GGII predicts that by 2030, the market size of dispersants for lithium-ion positive electrode materials in China is expected to exceed 3 billion yuan.
According to GGII data, the shipment volume of new dispersants for lithium battery cathode paste in China exceeded 1500 tons in 2022, a year-on-year increase of over 180%. There are two reasons for this: firstly, the shipment volume of lithium iron phosphate materials in China increased by over 130% year-on-year in 2022; Secondly, most enterprises are gradually switching from PVP dispersants to new dispersants, and the proportion of new dispersants added is higher than that of PVP dispersants. It is expected that by 2030, the shipment volume of new dispersants for lithium battery cathode materials in China is expected to exceed 20000 tons, with a compound annual growth rate of over 35%.
In addition, GGII believes that the development trend of the new dispersant industry for lithium battery cathode paste in the future includes five aspects: 1) The shipment volume of new dispersants continues to maintain a growth rate of over 30%; 2) New dispersants replace the vast majority of PVP in the field of lithium iron phosphate batteries; 3) In the field of ternary/lithium cobalt oxide/lithium manganese oxide batteries, the proportion of new dispersants is gradually increasing; 4) The application of new dispersants promotes the acceleration of industrialization of power manganese iron phosphate lithium batteries; 5) The new dispersant is expected to achieve penetration in the field of conductive slurries.
Data source:
GGII: It is expected that the market size of dispersants for lithium battery cathode materials in China is expected to exceed 3 billion yuan by 2030. Tencent News (qq.com)
