1、 Industry Status: Moving from Laboratories to Large Scale and Mass Production
As the "super graphene" in the carbon material family, single-walled carbon nanotubes (SWCNTs) are widely used in cutting-edge fields such as lithium battery conductive agents, composite materials, flexible electronics, and optoelectronic devices due to their unique electrical, mechanical, and thermal properties, and have long been regarded as disruptive materials. However, in the past two decades, its development has always been limited by bottlenecks such as high preparation costs, difficult chiral control, and insufficient purity, mostly staying at the laboratory research stage.
Some companies have already built production lines of tons or more, and their products have begun to enter the supply chain of battery companies, with a steady increase in market penetration rate. It can be said that the global SWCNT industry is still in a transitional period from "laboratory achievements" to "large-scale applications", with huge market potential, but quality stability and standardization system still need to be established.

As a key turning point in 2025, research in related application fields has shown that certain quality fluctuations of single-walled carbon nanotubes have little impact on the final product performance. Therefore, in specific fields of application, the quality standards for carbon nanotubes can be relaxed to a certain extent, achieving a significant reduction in production costs. At the same time, with the explosive demand from downstream industries such as solid-state batteries, sodium batteries, and high-end semiconductors, single-walled carbon nanotubes are ushering in a historic opportunity for large-scale production:
Accelerated capacity expansion: Currently, the global market is dominated by a few companies, and the competitive landscape is relatively concentrated. To alleviate supply pressure, domestic manufacturers are actively expanding production, accelerating equipment updates, and increasing research and development efforts.
Surge in shipment volume: In the first half of 2025, the shipment volume of single wall slurry by leading domestic enterprises has reached 1000 tons, and it is expected to exceed 3000 tons for the whole year. It is expected to reach the 10000 ton level by 2026.

2、 Market driven: Wide range of application scenarios
Single walled carbon nanotubes (SWCNTs) were initially mainly used in scientific research and niche materials fields, but as the new energy and semiconductor industries enter deeper waters, their market demand is accelerating.
In terms of application technology, SWCNT slurry has become the mainstream product form. The amount of conductive agent added to the positive electrode of solid-state batteries is 3-5 times that of traditional liquid systems; In silicon carbon negative electrodes and lithium metal negative electrodes, it is an essential material that can effectively buffer volume expansion and maintain the integrity of the conductive network. With the accelerated mass production of solid-state batteries, the demand for single-walled carbon nanotubes is showing a doubling trend. Traditional carbon black and multi walled carbon nanotubes are difficult to meet the requirements of high energy density and fast charging. Currently, SWCNT slurry has been applied and verified in some high nickel ternary and silicon-based negative electrode batteries. Industry judgment shows that in the next five years, single-walled tubes will occupy an increasingly large proportion in the field of battery conductive agents, and the market space is expected to exceed 10 billion yuan.
In sodium ion batteries, SWCNT exhibits greater potential space. Research has shown that sodium batteries are much more dependent on conductive agents than lithium batteries, with the amount added often being 8-10 times higher. Once sodium batteries are commercialized on a large scale, the demand for single-walled carbon nanotubes will far exceed industry expectations.
In addition to the energy sector, semiconductors and high-end electronics have also opened up strategic tracks for SWCNT. Single wall carbon nanotube transistors have been proven to break through the physical limits of silicon-based devices and still exhibit excellent performance at sub nanometer nodes, making them a key candidate material for the post Moore era. This means that single-walled carbon nanotubes are not only important supporting materials for the energy revolution, but may also become the core foundational material for the next generation of information technology.

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