Inoplaztech拟建年产100吨碳纳米管导电添加剂产能
Inoplaztech计划将其碳纳米管导电添加剂的年产能扩大至100吨。传统液态分散形式的CNT添加剂难以用于干法工艺。
原文深度解读
本文报道韩国纳米材料公司Inoplaztech计划将碳纳米管（CNT）导电添加剂年产能扩大至100吨，以瞄准干法电极制造市场。公司CEO Lee Deok-yeon于2026年9月9日在京畿道高阳市KINTEX举行的K-Battery Show 2026材料、零部件和设备会议上公布了该计划。Inoplaztech采用专有等离子体技术以粉末形式分散CNT，避免传统湿法工艺的溶剂和分散剂问题。公司预计在达到100吨年产能后，CNT导电添加剂业务年销售额可达200亿至300亿韩元。此外，公司还计划商业化氮功能化多壁碳纳米管（MWCNT）试剂，并探索纳米粉末涂层等新业务。Inoplaztech成立于2018年，源自蔚山国立科学技术院（UNIST）研究人员。该文与电子元器件供应链相关，因为CNT导电添加剂是电池关键材料，其产能扩张和新技术可能影响电池材料供应链。
- Inoplaztech计划从明年起用三年时间扩建生产设施，以实现CNT导电添加剂年产能100吨。
- 公司计划通过融资和包括Scale-up TIPS在内的项目为投资提供资金，Scale-up TIPS支持中小型风险企业的成长。
- 传统CNT导电添加剂主要通过湿法工艺生产，使用机械力在溶剂中分散CNT，并使用分散剂防止再团聚；该工艺可能损伤CNT或残留分散剂，降低导电性，且溶剂去除后CNT可能再次团聚。
- Inoplaztech使用等离子体技术在不使用溶剂和分散剂的情况下分散CNT，处理表面以抑制再团聚，使CNT以粉末形式用于干法电极制造。
- 公司已与电池公司等验证干法分散CNT的适用性，现正从技术验证转向确保量产能力。
- 公司预计在达到年产能100吨后，CNT导电添加剂业务年销售额可达200亿至300亿韩元。
供应链影响
- Inoplaztech的100吨年产能扩张可能增加CNT导电添加剂的供应，但实际影响取决于其产能爬坡速度和市场接受度。
- 干法分散CNT粉末可能促进干法电极制造工艺的采用，从而影响电池生产设备供应链和传统湿法电极材料的需求。
- 氮功能化MWCNT的商业化可能提供SWCNT的替代品，可能影响SWCNT和MWCNT的市场供需格局，但取决于产品性能和成本竞争力。
- 公司向纳米粉末涂层等新业务扩展，可能影响电池材料（如LFP）和半导体热管理材料等领域的供应链，但具体影响取决于技术验证和商业化进展。
- 公司依赖外部融资（如Scale-up TIPS）支持产能投资，资金到位情况可能影响其扩产时间表，进而影响供应链稳定性。
系统解读，仅作为判断线索，不构成备货、出货、涨价或投资建议。
Inoplaztech CEO Lee Deok-yeon于9月9日在京畿道一山KINTEX举行的K-Battery Show 2026材料、零部件和设备会议上介绍干法分散技术。（照片：THE ELEC）
Inoplaztech计划将其碳纳米管（CNT）导电添加剂的年产能扩大至100吨。传统液态分散形式的CNT添加剂难以用于不使用溶剂的干法电极制造。Inoplaztech旨在利用其专有等离子体技术以粉末形式分散CNT，从而瞄准干法电极市场。
Inoplaztech CEO Lee Deok-yeon于9月9日在京畿道一山KINTEX举行的K-Battery Show 2026材料、零部件和设备会议上公布了公司的CNT导电添加剂量产计划。从明年开始，公司计划在三年内扩建生产设施，以确保100吨的年产能。公司计划通过融资和包括Scale-up TIPS在内的项目为投资提供资金，该项目支持中小型风险企业的成长。
CNT是用于提高电池内部电导率的碳材料，用作导电添加剂。它们可以在少量使用的情况下提供高导电性，但容易团聚，使其难以直接使用。需要分散工艺来分离CNT团聚体并将其均匀分布在电池材料中。
目前，CNT导电添加剂主要通过湿法工艺生产，其中使用机械力在溶剂中分散CNT。还使用分散剂来防止再团聚。该工艺可能损伤CNT或残留分散剂，从而降低导电性。CNT在溶剂去除后也可能再次团聚。
Inoplaztech使用等离子体在不使用溶剂和分散剂的情况下分散CNT。该工艺分离CNT团聚体，同时处理其表面以抑制再团聚。由于CNT可以粉末形式而非液态分散体使用，因此可应用于干法电极制造。
Inoplaztech一直在与电池公司等验证其干法分散CNT的适用性。现在，它将把重点从技术验证转向确保量产能力。公司预计，一旦达到100吨的年产能，其CNT导电添加剂业务的年销售额将达到200亿至300亿韩元。
公司还在商业化提高CNT导电性的技术。该工艺使用等离子体将氮附着到多壁碳纳米管（MWCNT）表面，从而提高其导电性。Inoplaztech计划在今年年底前开始销售氮功能化MWCNT作为试剂。此类产品仍相对少见，全球仅有3至4家供应商。
目标是提高相对便宜的MWCNT的性能，使其能够部分替代更昂贵的单壁碳纳米管（SWCNT）。Lee表示：“我们的长期目标是以MWCNT的价格提供SWCNT级别的性能。”
Inoplaztech还将其等离子体技术应用于其他纳米粉末。纳米粉末涂层是一个潜在的下一步业务。随着磷酸铁锂（LFP）等电池材料变得更细，能够均匀涂覆小颗粒的技术越来越需要。公司正在考虑将基于等离子体的细粉表面涂层作为其下一个业务领域。
干法等离子体技术也可应用于电池之外。潜在应用包括用于电池隔膜的聚乙烯（PE）、用于半导体热管理材料的氧化铝填料以及用于电动汽车轮胎的CNT复合材料。基本原理相同：改变表面性质，使不同材料能够更有效地混合。
Inoplaztech是一家纳米材料公司，由蔚山国立科学技术院（UNIST）的研究人员于2018年创立。它开发了等离子体技术，可在不使用溶剂的情况下分散CNT和石墨烯等易团聚的纳米材料。
Inoplaztech CEO Lee Deok-yeon introduces dry dispersion technology at the K-Battery Show 2026 Materials, Parts and Equipment Conference at KINTEX in Ilsan, Gyeonggi Province, on Sept. 9. (Photo: THE ELEC)
Inoplaztech plans to expand its annual production capacity for carbon nanotube (CNT) conductive additives to 100 tons. Conventional CNT additives in liquid dispersion form are difficult to use in dry electrode manufacturing, which does not use solvents. Inoplaztech aims to target the dry electrode market by using its proprietary plasma technology to disperse CNTs in powder form.
Inoplaztech CEO Lee Deok-yeon unveiled the company’s CNT conductive additive mass-production plan at the K-Battery Show 2026 Materials, Parts and Equipment Conference held Sept. 9 at KINTEX in Ilsan, Gyeonggi Province. Starting next year, the company plans to expand production facilities over three years to secure annual capacity of 100 tons. It plans to finance the investment through fundraising and programs including Scale-up TIPS, which supports the growth of small and medium-sized ventures.
CNTs are carbon materials used as conductive additives to improve electrical conductivity inside batteries. They can provide high conductivity in small amounts but tend to agglomerate, making them difficult to use as-is. A dispersion process is needed to separate CNT agglomerates and distribute them evenly throughout battery materials.
CNT conductive additives are currently produced mainly through a wet process in which CNTs are dispersed in a solvent using mechanical force. Dispersants are also used to prevent reagglomeration. The process can damage CNTs or leave residual dispersants that reduce conductivity. CNTs can also agglomerate again after the solvent is removed.
Inoplaztech disperses CNTs using plasma without solvents or dispersants. The process separates CNT agglomerates while treating their surfaces to suppress reagglomeration. Because the CNTs can be used as a powder rather than a liquid dispersion, they can be applied to dry electrode manufacturing.
Inoplaztech has been validating the applicability of its dry-dispersed CNTs with battery companies and others. It will now shift its focus from technology validation to securing mass-production capacity. The company expects annual sales of 20 billion to 30 billion won from its CNT conductive additive business once it reaches annual production capacity of 100 tons.
The company is also commercializing technology to improve CNT conductivity. The process uses plasma to attach nitrogen to the surface of multi-walled carbon nanotubes (MWCNTs), increasing their conductivity. Inoplaztech plans to begin selling nitrogen-functionalized MWCNTs as reagents by the end of this year. Such products remain relatively uncommon, with only three to four suppliers worldwide.
The goal is to improve the performance of relatively inexpensive MWCNTs so they can partially replace more expensive single-walled carbon nanotubes (SWCNTs). “Our long-term goal is to provide SWCNT-level performance at MWCNT prices,” Lee said.
Inoplaztech is also applying its plasma technology to other nanopowders. Nanopowder coating is a potential next business. As battery materials such as lithium iron phosphate (LFP) become finer, technologies capable of uniformly coating even small particles are increasingly needed. The company is considering plasma-based surface coating of fine powders as its next business area.
The dry plasma technology can also be applied outside batteries. Potential applications include polyethylene (PE) for battery separators, alumina fillers used in semiconductor thermal management materials and CNT composites for electric-vehicle tires. The underlying principle is the same: modifying surface properties so different materials can be mixed more effectively.
Inoplaztech is a nanomaterials company founded in 2018 as a startup by researchers from Ulsan National Institute of Science and Technology (UNIST). It has developed plasma technology that disperses aggregation-prone nanomaterials such as CNTs and graphene without solvents.