recently, lanxi zhide new energy materials co., ltd., a leading enterprise in the silicon-carbon anode field, completed round e financing exceeding 0.6 billion yuan, which was jointly led by chaoxi capital and dachen caizhi. China Securities Investment, Yu Capital, Huajin Capital and other old shareholders continue to hold.
deeply plough the silicon-based negative track to build the leading advantage in industrialization
lanxi zhide was established in 2018, it is one of the earliest enterprises in China to focus on the research and development of new silicon carbon anode materials. The company’s core team has a deep accumulation of new energy materials industry and the ability to land the whole chain: founder Fang Bing has more than ten years of experience in the industrialization of carbon materials, and co-founder Chen Qinghua is a senior expert in the field of carbon-carbon composite materials and chemical vapor deposition (CVD) technology in China.
relying on the accurate prediction of the technical trend of the industry, lanxi zhide took the lead in laying out the technical route of silicon-carbon negative electrode for spherical phenolic resin porous carbon CVD in the industry. the porous carbon skeleton and special equipment for CVD core can be self-developed and self-produced, breaking through the common problems of traditional silicon-based negative electrode materials, such as high expansion rate, short cycle life and poor consistency in mass production, the large-scale mass production of high-performance silicon-carbon anode materials with high gram capacity, low expansion rate and long cycle life is realized. The company’s products have been fully verified by a number of head lithium battery manufacturers, and the core performance indicators have partially surpassed the international head counterparts.
Silicon carbon anode industry has a very high technical and industrial barriers. As the mainstream technical route of the new generation of silicon carbon negative electrode, CVD method has significant advantages in material performance, but the requirements for core processes such as porous carbon skeleton preparation, uniform deposition of silane, and development of large-scale mass production equipment are extremely high, and few enterprises in the industry have truly achieved stable mass production and large-scale delivery. This also brings an excellent window period for enterprises such as Lanxi Zhide, which have the advantages of first-mover technology and mass production capacity, to seize the commanding heights of the industry.
the industry is about to break out. silicon-carbon negative electrode is the core main line of lithium battery upgrading
the continuous upgrading of new energy vehicles and consumer electronics is accelerating the evolution of lithium battery industry towards higher energy density, longer cycle life and faster charging speed. Traditional graphite negative material is close to the theoretical capacity limit, it is difficult to meet the performance upgrade needs of downstream end products, silicon-based negative electrode with its theoretical capacity ten times that of graphite, become the industry recognized next-generation lithium battery negative core material, but also break through the lithium battery energy density bottleneck of the key path.
from the policy point of view, the Ministry of industry and information technology “lithium battery industry standard conditions” clearly defined the power battery energy density and cycle life of the hard index, its technical requirements have reached the performance limit of traditional graphite negative electrode; “industrial structure adjustment guidance directory” listed high-capacity silicon carbon anode materials as an encouraged industry, the Ministry of science and technology has listed high-capacity silicon-based anode materials as the core research direction of new energy vehicles key projects, from the policy level for the industrial application of silicon-based negative electrode pressed the “acceleration key”.
from the perspective of market demand, in the field of consumer electronics, flagship phone’s extreme pursuit of lightness, thinness and long endurance has promoted the rapid increase of the penetration rate of silicon-carbon negative electrodes with high silicon content in high-end consumer batteries. in 2025, domestic high-end flagship phones will basically be equipped with silicon-carbon negative electrodes as standard. in the future, with the development of various AI intelligent terminals, the market scale will continue to expand. In the field of power battery, with the acceleration of the industrialization of high-energy density ternary batteries and semi-solid/solid-state batteries, the introduction process of silicon carbon negative electrodes has been fully opened, and the industry is in the golden development period from consumer electronics to power batteries, from “niche applications” to “large-scale popularization. The development of low-altitude economy, physical intelligence and other industries also requires high-energy density batteries as the underlying support. The future of silicon carbon anode is the sea of stars.
anchor the long-term value of the industry, three dimensions to lock the high-quality target of the long-term deep plowing of the new energy industry chain, the investment in Lanxi to Germany, is based on the silicon carbon negative track long-term value of the firm optimistic, as well as the company’s core competitiveness of a high degree of recognition.
Chaoxi Capital said: “First of all, we are strongly optimistic about the certainty of the silicon carbon negative track growth opportunities. The upgrading of lithium battery materials is the core main line of the sustainable development of the new energy industry, and the silicon-based anode is one of the most deterministic and growing tracks in the current upgrading of anode materials. Secondly, Lanxi Zide’s judgment on the technical route of the industry is very forward-looking, and at the same time, it has demonstrated first-class execution ability in the whole process of technology research and development, mass production and commercial closed loop. Its core team has a deep understanding of the industry and strong execution. It is the core confidence of the company to lead the industry in the future. Finally, the company’s vertically integrated whole industry chain layout has formed long-term product quality control, cost and supply stability advantages, which can create higher value for customers.”
In the future, Lanxi Zide will continue to focus on the technology research and development of silicon-carbon anode materials and capacity expansion, continuously break through the technical bottleneck of higher silicon-doped products, and steadily promote customer expansion and product verification in the consumer and power battery markets. It is expected that the company will grow into the world’s leading silicon-based anode material enterprise and contribute to the high-end upgrade of the lithium battery industry.
