Polyacrylic acid (PAA) binder market has huge development potential, and lithium-ion batteries are its main demand end

PAA adhesive, also known as polyacrylic acid adhesive, refers to a chain-like polymer water-based adhesive that appears as a colorless or light yellow liquid. PAA binder is an important type of lithium-ion battery binder. In lithium battery production, it mainly plays the role of firmly bonding the positive and negative electrode materials and conductive agents to the metal current collector, stabilizing the pole piece structure, and improving the performance of the battery. Battery performance and other effects.

Compared with similar types of PVDF (polyvinylidene fluoride), CMC (hydroxymethylcellulose), and SBR (styrene-butadiene emulsion) adhesives, PAA adhesives have lower swelling and stronger bonding force. As well as good safety, impedance, cycle stability and other characteristics, it can effectively improve the cycle and low-temperature performance of lithium batteries. It is used in graphite anodes of energy storage batteries, silicon carbon anodes of power batteries, and cathodes of lithium iron phosphate and lithium manganate systems. Production scenarios such as materials, coated separators, and water-based CNT conductive slurries have higher application advantages.

Currently, driven by the rapid development of terminal application fields such as domestic automobiles, energy, rail transit, aviation, and military industry, the development prospects of PAA adhesives are promising. According to data from the Ministry of Industry and Information Technology, my country’s lithium-ion battery industry will overall maintain rapid growth in 2022, with national lithium-ion battery production reaching 750GWh, a year-on-year increase of more than 130%. Against this background, the domestic PAA binder market demand will exceed 6,000 tons in 2022.

In the future, as silicon-based anodes gradually become the mainstream of the anode material market, PAA binders are more suitable for silicon-based anodes, and their market demand is expected to continue to grow. According to the“Polyacrylic Acid (PAA) Binder Industry Market In-depth Research and Investment Prospects Forecast Analysis Report 2023-2028” released by the Industrial Research Center 》 It is estimated that by 2025, the domestic PAA binder market demand is expected to exceed 18,000 tons, indicating huge industry development potential.

The domestic companies that are developing PAA binder market mainly include Xuancheng Yanyi New Energy Technology, Sichuan Indile Material Technology Group, Jingrui Electronic Materials Co., Ltd., Dongguan Hongkai Electronic Technology, Shaanxi Coal Industry Chemical Technology Research Institute, and Hubei Yiwei Power , Shenzhen Yite Technology, etc. At present, the number of domestic PAA binder companies is relatively small. In the future, driven by demand growth, more companies will enter the market, and the industry has huge room for growth.

Industry analysts said that PAA binders are an important auxiliary for lithium battery production. Materials, mainly used in the field of positive and negative electrodes. Compared with similar products PVDF, CMC, and SBR binders, PAA binders have better overall performance. In the future, against the background of the accelerated release of lithium-ion battery production capacity and the increasing market share of silicon-based anodes, its market demand is expected to continue to grow. The industry has huge potential for development. However, at present, the number of enterprises in the PAA adhesive field in my country is relatively small, and there is still huge room for growth in the industry in the future.