2009 1210 2023 05 13 PVDF CMC+SBR PTFE 18%32.61%8.38%11.04%20%1 2 3 4680 Maxwell 4680 PTFE PVDF PVDF PTFE PTFE PTFE PTFE 1 PTFE 2 PTFE 4 PTFE 2%PVDF/3%SBR+CMC 58%PTFE PTFE 24 1%25 3%30 15%PTFE 5.2/2030 PTFE 21.91 2024-2030 CAGR=94.10 PTFE 2025 27.83 2030 161.86 100 SACMI 2000 3500 PTFE PTFE 0 1 S0360522080001%()288 0.04()56,328.13 5.88()46,449.35 6.41%1M 6M 12M-5.2%-14.6%4.6%-2.9%-23.0%0.7%2022-12-29 2022-12-05 4680 2022-09-30 2022-09-29 4680 2022-09-26-10%9%28%46%22/05 22/07 22/10 22/12 23/02 23/052022-05-092023-05-09 300 2009 1210/PTFE 1 PVDF PTFE 2 3 32.61%8.38%11.04%20%18%0.04/Wh 0.02/Wh PTFE 24 1%25 3%30 15%2030 PTFE 21.91 2024-2030 CAGR=94.10%2009 1210 3.6.6.6.7 1.7 2.8 VS.9 1 18%.9 2 20%.10 3.11.12 1&.12 2&.13 3 4680&4680.14.15 PTFE.16 PTFE.16 PTFE.17 PTFE.18 1.18 2.19 PTFE.20 PTFE.21.23.23.24.25.25.26 2009 1210 4 1.6 2.7 3.7 4.7 5.8 6.8 7 PTFE.8 8 Maxwell.9 9.9 10/.9 11/SEM.10 12/g/cm3).11 13/.11 14.12 15.12 16.12 17.13 18.13 19.13 20.14 21.14 22 4680 SEM.15 23.15 24/.16 25.17 26 PTFE.18 27 PTFE.18 28.19 29.19 30 PTFE.19 31.20 32 PTFE.20 33 PTFE.20 2009 1210 5 34 PTFE.21 35 PTFE/.21 36 GWh.21 37 PTFE.22 38 PTFE.22 39 PTFE.22 40.23 41.23 42.23 43.24 44 SACMI 2000.24 45.25 46.25 47.26 48.26 49.26 2009 1210 6 35.75%57.23%/7.91%+/19.56%48.20%5.19%3.09%1 2009 1210 7 2 KGC Media 1 2019 Maxwell Maxwell PTFE PTFE 3 4/Mohanad Al-Shroofy,et al.Solvent-free dry powder coating process for low-cost manufacturing of LiNi1/3Mn1/3Co1/3O2.cathodes in lithium-ion batteries.2009 1210 8 Maxwell Maxwell Toyota 2022 5 Maxwell 37 5 6 Maxwell 37 Toyota 20 Bosch 15 Bosch 6 SVOLT 8 Zeon 4 TU Dresden 4 Lg Chem LG 4 Hibrien 4 Hitachi 3 Mohanad Al-Shroofy,et al.Solvent-free dry powder coating process for low-cost manufacturing of LiNi1/3Mn1/3Co1/3O2 cathodes in lithium-ion batteries 2022.5 Mohanad Al-Shroofy,et al.Solvent-free dry powder coating process for low-cost manufacturing of LiNi1/3Mn1/3Co1/3O2 cathodes in lithium-ion batteries 2022.5 2 PTFE PTFE PTFE 19 PTFE 7 PTFE Yongxing Li,et al.Progress in solvent-free dry-film technology for batteries and supercapacitors 2009 1210 9 1 2 3 PTFE Maxwell VS 1 18%18%0.056/Wh1 22.76%53.99%NMP 8 Maxwell 9 Astroys Yangtao Liu,et al.Current and Future Lithium-Ion Battery Manufacturing Yang Lu,et al.Dry electrode technology,the rising star in solid-state battery industrialization NMP N-10/PTFE PVDF SBR CMC NMP NMP 5%1 Yang Lu,et al.Dry electrode technology,the rising star in solid-state battery industrialization,NCM81147Ah 15/h 3000/m 6 20 2019 2009 1210 10 54%/+18%Yangtao Liu,et al.Current and Future Lithium-Ion Battery Manufacturing 2 20%PTFE 11/SEM 2.30 g/cm3 3.05 g/cm3 32.61%3.34 g/cm3 3.62 g/cm3 8.38%1.63 g/cm3 1.81 g/com3 11.04%20%Maxwell 300 Wh/kg 500 Wh/kg 160 m 30 m-5 mm 2009 1210 11 12/g/cm3)3.05 2.30 32.61%3.62 3.34 8.38%1.81 1.63 11.04%Maxwell 300 Wh/kg 500 Wh/kg Super 3 13/NCM811 95%90%500 1C 3.0 4.3 V mAh/g 171.8 176.6 1C 50 1 2 1 2 500 1 2 PTFE 500 500 2009 1210 12 14 15 1&16 LiClO4 LiAsF4 LiPF6 LiBF4 LiSICON LiPON Li2S-P2S5 Li2S-SiS2 Li2S-B2S3 1 2 Changhong Wang,et al.A universal wet-chemistry synthesis of solid-state halide electrolytes for all-solid-state lithium-metal batteries Dengxu Wu,et al.Recent progress of solid-state lithium batteries in China 2009 1210 13 17 Changhong Wang,et al.Solvent-Free Approach for Interweaving Freestanding and Ultrathin Inorganic Solid Electrolyte Membranes 2&SEI 6%-15%18 19 Liming Jin,et al.Pre-Lithiation Strategies for Next-Generation Practical Lithium-Ion Batteries.2009 1210 14 20 LixSi Li2O LixSiLiF 1 CMC-SBR 2 Li-Naph 1 2 1 2 3 SLMP 1 2 LiI 1 2 1 2 Li2O Li2O2 Li2CO3 1 2 1 2 NMP 3 Zhenyu Huang,et al.Progress and challenges of prelithiation technology for lithium ion battery 3 4680&4680 4680 4680 2170 5 21 4680 93%-96%-97%Wh/kg)244283(210 255 160 140 63%88.7%72%60%10%-80%min 15 10 30 2500-5000 1 2 3 CTC 4 1 2 3 4 1 2 3 4 Ofweek 2009 1210 15 4680 4680 22 4680 SEM 23 PTFE PTFE PTFE-AGT PTFE 1 2 3-1 20%2 3-PTFE PTFE LUMO PTFE PTFE 1 2 1 2 PTFE X Yongxing Li,et al.Progress in solvent-free dry-film technology for batteries and supercapacitors 4680 2009 1210 16 PTFE PTFE PVDF PTFE ETEF FEP PVDF PVDF PVDF FEP 1/4 PVDF PTFE 1 2 3 PTFE 2-5 24/7 18%32.61%8.38%11.04%300 Wh/kg 500Wh/kg 300 Wh/kg PTFE PTFE CMC-SBR NMP 4680 2009 1210 17 25 PTFE ETEF FEP PVDF g/mol 106-107 100.02 250.04 64.03 327 260-270 275 175 260 150-180 200 150 W/cm*K 0.25 0.24 0.25 0.13 2.1 2.6 2.1 6.43%95 31 95 43 Mpa 25-40 40-50 20-25 40-85 0.02 0.06 0.05 0.4 Yongxing Li,et al.Progress in solvent-free dry-film technology for batteries and supercapacitors PTFE TFE 98%HCFC-22 TFE TFE PTFE 2009 1210 18 26 PTFE PTFE PTFE 50%-60%PTFE 20%-35%PTFE 5%-30%27 PTFE PTFE 1 PTFE PTFE 1070 mAh PTFE SEI PTFE 2009 1210 19 28 29 Guobao Li,et al.The influence of polytetrafluorethylene reduction on the capacity loss of the carbon anode for lithium ion batteries.uspto US 11545667 B2 COMPOSITIONS AND METHODS FOR P ASSIVATION OF ELECTRODE BINDERS PTFE PTFE 90%0.1-100 m PTFE PTFE 30 PTFE uspto US 11545667 B2 COMPOSITIONS AND METHODS FOR P ASSIVATION OF ELECTRODE BINDERS 2 2009 1210 20 PTFE PVDF CMC PTFE PVDF CMC PTFE 1:1:2 31 uspto US 11545666 B2 COMPOSITIONS AND METHODS FOR DRY ELECTRODE FILMS INCLUDING MICROP ARTICULATE NON-FIBRILLIZABLE BINDERS PTFE PTFE 32 PTFE 33 PTFE PTFE PTFE PTFE 5G PTFE PTFE 25.58%15.35%13.95%13.02%7.77%5.81%5.12%4.65%4.65%2.33%1.77%44.50%16.80%10.90%8.90%7.50%5.70%5.70%2009 1210 21 34 PTFE 35 PTFE/2023.5.7 PTFE PTFE 3C 30%PTFE 36 GWh markline PTFE PVDF 2%CMC+SBR 3%PTFE 58%PTFE PVDF 4 2025 3%2030 15%2030 PTFE 21.91 0.00%10.00%20.00%30.00%40.00%50.00%60.00%0.002.004.006.008.0010.0012.0014.0016.0018.0020.002016 2017 2018 2019 2020 2021PTFE 产量 YoY450004700049000510005300055000570005900061000630000.00%10.00%20.00%30.00%40.00%50.00%60.00%70.00%80.00%90.00%100.00%0500100015002000250030002020A 2021A 2022A 2023E 2024E 2025E YoY 2009 1210 22 37 PTFE 2021A 2022A 2023E 2024E 2025E 2030E 117.16 197.91 295.30 411.75 565.81 1471.10 69.33 110.00 158.22 218.52 298.44 775.95 186.48 307.90 453.51 630.27 864.25 2247.06 0%0%0%1%3%15%PTFE 5%5%5%5%5%5%PTFE 8%8%8%8%8%8%PTFE 0.00 0.00 0.00 0.32 1.30 16.85 PTFE 0.00 0.00 0.00 0.50 2.07 26.96 PTFE 0.00 0.00 0.00 0.41 1.69 21.91 markline 5G PTFE PTFE 5G PTFE 2030 15%PTFE 2025 PTFE 5.20/PTFE 2025 27.83 2030 161.86 38 PTFE 39 PTFE markline markline 0.005.0010.0015.0020.0025.0030.0035.002021 2022 2023E 2024E 2025E 2030E PTFE PTFE0.00%10.00%20.00%30.00%40.00%50.00%60.00%70.00%0.0020.0040.0060.0080.00100.00120.00140.00160.00180.002021 2022 2023E 2024E 2025E 2030E PTFE YoY 2009 1210 23 40 41 42 2009 1210 24 4680 4680 SACMI 2000 44 SACMI 2000 SACMI 43 LDHY500-N70 500 x700mm 600-800 x 400-800 mm 310 90-200 T 160 5-40 mm 0.001 0.001 m/min 30 5-30 2009 1210 25/45 46 PTFE PTFE 0 1 FEP PTFE PFA ETEF 1/2023 5 7 Wind 2023/2024/2025 2009 1210 26 541.92/819.70/1047.92 PE 20.20X/13.35X/10.45X PTFE 5/PTFE 2023 5 7 Wind 2023/2024/2025 2597.66/3425.88/4117.94 PE 15.40X/11.68X/9.72X 47 48 Wind 2023.5.7 Wind 2023.5.7 2021/2022 29.45/113.26 204.09%/284.64%49 Wind 2023.5.7-50.00%0.00%50.00%100.00%150.00%200.00%0200400600800100012002020A 2021A 2022A 2023E 2024E 2025E YoY-200.00%0.00%200.00%400.00%600.00%800.00%1000.00%1200.00%0500100015002000250030003500400045002020A 2021A 2022A 2023E 2024E 2025E YoY-200.00%-150.00%-100.00%-50.00%0.00%50.00%100.00%150.00%200.00%250.00%300.00%350.00%-40-200204060801001201402020A 2021A 2022A YoY 2009 1210 27/2022 5 2 2022 2022 2 2022 1 2 2022 2022 2022 2009 1210 28 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-66500808 010-66500821 010-63214682 0755-82828570 0755-83715428 0755-82756804 0755-82871425 0755-83024576 0755-82871425 021-20572536 021-20572555 021-20572257-2552 021-20572506 021-20572585 021-20572560 021-20572509 021-20572548 021-20572573 0755-82756805 021-20572559 021-20572559 0755-82756805 021-20572559 玙 021-25072549 2009 1210 29(300)6 20%6 10%20%6-10%10%6 10%20%3-6 5%3-6-5%5%3-6 5%26 C 3A 1061 A 19 33 12 100033 518034 200120 010-66500801 0755-82027731 021-20572500 010-66500900 0755-82828562 021-20572522