202 6（第二届） 起点锂电圆柱电池技术论坛 暨圆柱电池 20强排行榜发布会 ——全极耳技术跃升 大圆柱市场领航—— 202 6 年 4 月 10 日 深圳 3. 全极耳大圆柱电池技术创新专场：直击46系列全极耳电芯、60大圆柱储能电池量产痛点，探索铁锂大圆柱快充、固态+大圆柱技术路径，研判AI机 器人、新能源汽车等新兴场景的应用潜力。 每场专场均配套高端圆桌对话，行业大咖围绕海外市场准入、新兴增量市场开拓、降本与性能平衡、新材料规模化应用、全极耳大圆柱成本控制等核心 议题展开思辨，为企业提供实操性解决方案与前瞻性趋势研判。 行业顶配阵容，全产业链精准对接 一、活动背景及亮点 当全极耳技术突破瓶颈，大圆柱电池加速渗透动力与储能赛道，2026年圆柱电池产业正迎来技术跃迁与市场爆发的双重风口。由起点锂电与起点研究 院SPIR联合主办的 2026（第二届）起点圆柱电池技术论坛暨圆柱电池20强排行榜发布会 ，正式敲定4月10日落地深圳宝安维纳斯皇家酒店，以"全极 耳技术跃升 大圆柱市场领航"为主题，汇聚600+行业精英，共探技术突破路径与产业增长新蓝海。 行业风口正盛，聚焦核心赛道破局 2025年，圆柱电池产业迎来 ...

倒计时33天 2026高工固态电池技术与应用峰会 场景落地 量产闯关 主办单位： 高工锂电、高工产业研究院（GGII） 协办单位： 利元亨 峰会时间 ： 2026年4月23日 峰会地点 ： 浙江杭州滨江开元名都大酒店 名录征集： "2026固态电池标杆企业"名录征集中 码上报名： 峰会背景 20 26年，固态电池行业正式迈入从技术验证到规模量产的关键元年，政策、技术、资本、场景四重驱动下，产业发展迎来质的突破，行业发展逻辑 从"技术探索"全面转向"产业化 落地"： ● 标准体系正式落地，行业告别概念混战： 工信部将全固态电池列为核心突破方向，车用固态电池国家标准体系落地实施，混合固液电池（半固 态）与全固态电池界定标准化，行业迈入有标可依、规范发展的新阶段。 ● 工程化验证全面攻坚，量产窗口期正式开启： 产业核心痛点从基础科研转向量产落地，半固态电池进入装车实测与商业化验证阶段，全固态电池 在电解质制备、吨级整线验证、车规级全生命周期测试等环节迎来稳定性与良率双重大考，2026-2027年成为行业小规模量产关键窗口期。 ● 技术路线加速收敛，主流方向明确： 硫化物电解质凭借高离子电导率、工艺兼容性成为行业主流 ...

以下文章来源于日经中文网 ，作者日经中文网 日经中文网 . 编制日经指数的《日本经济新闻》的中文版。提供日本、中国、欧美财经金融信息、商务、企业、高科技报道、评论和专栏。 中国企业在EV电池的份额2025年超过7成，与2021年的近5成相比，垄断进一步加强。在全球EV需求放缓的背景下，最大企业宁德时代在 中国和欧洲扩大订单，刷新利润新高。形成对照的是，韩国企业明显陷入苦战…… 通过推出广泛的产品，竞争优势正在提高——宁德时代2025财年（截至2025年12月）的财报显示，净利润同比增长42%，达到 722亿元，刷新了利润新高。该公司高管在最近召开的财报说明会上充满自信。 来源｜ 日经中文网（ID：rijingzhongwenwang） 封面来源 ｜ 视觉中国 在纯电动汽车（EV）用电池领域，中国企业的市场份额正在增加。2025年超过7成，与2021年的近5成相比，垄断进一步加强。在 全球EV需求放缓的背景下，最大企业宁德时代新能源科技（CATL）在中国和欧洲扩大订单，刷新利润新高。与在主要的美国市 场陷入苦战的韩国企业相比，领先优势扩大。 宁德时代等中国企业不仅在本国，在欧洲等海外也抓住了电池需求，推动了增长 ...

文 | 中关村储能产业技术联盟 由中关村储能产业技术联盟、中国能源研究会、中国科学院工程热物理研究所主办的 第 十四届储能国际峰会暨展览会ESIE 2026 将于2026年3月31日- 4月3日，在北京·首都国际 会展中心盛大召开。 ESIE 2026围绕"场景创新 价值重构 全球共赢"主题，设立六大主题展馆，汇聚 8 0 0+ 储 能一线品牌展商，展览面积 16万+ 平米 ，预计吸引 20万+ 人次专业观众，同期举办 1场 开幕式、 1场 领袖闭门会、 1场 院士论坛、 5场 高端对话、 4场 国际会议、 5场 国际对 接会、 30+场 主题论坛、 20+场 同期活动、 150+场 新品全球首发，为行业奉上一场兼 具高度、广度与深度的思想与技术盛宴！ 作 为 全 球 规 模 最 大 、 规 格 最 高 、 最 具 含 金 量 的 储 能 产 业 盛 会 之 一 ， 众 多 储 能 企 业 选 择 ESIE作为新品首发阵地， 中车株洲所、阳光电源、双登股份、远景、楚能新能源、宁德 时代、瑞浦兰钧、国轩高科、新源智储、科华数能、索英电气、智光电气 等领军企业都 ， 将 在 这 里 亮 相 。 ESIE 已 成 ...

202 6（第二届） 起点锂电圆柱电池技术论坛 暨圆柱电池 20强排行榜发布会 ——全极耳技术跃升 大圆柱市场领航—— 202 6 年 4 月 10 日 深圳 一、活动背景及亮点 当全极耳技术突破瓶颈，大圆柱电池加速渗透动力与储能赛道，2026年圆柱电池产业正迎来技术跃迁与市场爆发的双重风口。由起点锂电与起点研究 院SPIR联合主办的 2026（第二届）起点圆柱电池技术论坛暨圆柱电池20强排行榜发布会 ，正式敲定4月10日落地深圳宝安维纳斯皇家酒店，以"全极 耳技术跃升 大圆柱市场领航"为主题，汇聚600+行业精英，共探技术突破路径与产业增长新蓝海。 行业风口正盛，聚焦核心赛道破局 2025年，圆柱电池产业迎来爆发式增长——据起点研究院SPIR统计，中国圆柱电池出货量同比增长超15%，其中大圆柱电池增速突破40%，亿纬锂 能、多氟多新能源、鹏辉能源等头部企业产能持续供不应求。32、40、46、60系列大圆柱产品，已在电动两轮车、户用储能、轻型动力、汽车动力等 场景快速放量，全极耳、高镍、硅碳、钠电等技术与圆柱电池的融合，进一步打开产业增量空间。 2026年，大圆柱电池产业化进程加速，46系列全极耳电芯、60大 ...

Core Viewpoint - The solid-state battery industry is entering a critical year in 2026, transitioning from technology validation to large-scale production, driven by policies, technology, capital, and application scenarios [2][3]. Industry Development - The standard system for solid-state batteries has been established, marking the end of conceptual confusion, with the Ministry of Industry and Information Technology identifying solid-state batteries as a core breakthrough direction [2]. - The focus of the industry is shifting from basic research to production, with semi-solid batteries entering commercial validation and full solid-state batteries facing significant challenges in stability and yield during production [2][3]. - The mainstream research direction is converging on sulfide electrolytes due to their high ionic conductivity, while other routes like oxides and polymers are pursuing differentiated strategies [3]. Application Scenarios - High-end passenger vehicles remain the primary window for the large-scale deployment of solid-state batteries, while new applications in eVTOL, humanoid robots, AIDC data centers, commercial aerospace, and low-altitude economy are emerging [3]. - The industry is developing a multi-dimensional application landscape, combining high-end breakthroughs with consumer electronics [3]. Industry Collaboration - Competition in the solid-state battery sector is evolving from individual companies to a collaborative ecosystem involving materials, equipment, cells, vehicles, resources, and applications [3]. - Vertical integration within the supply chain is becoming more pronounced, emphasizing the need for a verifiable and scalable industrial closed loop to navigate the challenges of industrialization [3][4]. Cost and Supply Chain - Solid-state batteries currently cost over 30% more than traditional lithium batteries, with low yield rates and shortages of high-end materials posing significant production challenges [4]. - The industry is shifting its focus from competing on technical parameters to creating value throughout the entire lifecycle, with collaborative innovation across the supply chain being essential for cost reduction and efficiency improvement [4]. Summit Highlights - The 2026 Solid-State Battery Technology and Application Summit will take place on April 23, 2026, in Hangzhou, Zhejiang, featuring over 200 key enterprises and 300 industry leaders [2][7]. - The agenda includes discussions on overcoming production bottlenecks, core material breakthroughs, and the impact of national standards on industry dynamics [6][8].

多氟多/鹏辉/楚能/蓝京/创明/小鲁/利维能/联动天翼/大族锂电/嘉智信诺/亿鑫丰/孚悦/华普森/鹏锦智能等邀您共聚起点锂电圆柱电池技术论坛 2026（第二届）起点锂电圆柱电池技术论坛暨圆柱电池20强排行榜发布会 活动主题： 全极耳技术跃升 大圆柱市场领航 活动时间： 2026年4月10日 活动地址： 深圳宝安维纳斯皇家酒店三楼维纳斯厅（深圳国际会展中心京基百纳店） 主办单位： 起点锂电、起点研究院SPIR 第一批赞助及演讲单位： 鹏辉能源/多氟多新能源/楚能新能源/蓝京新能源/创明新能源/小鲁锂电/利维能/联动天翼/大族锂电/嘉智信诺/亿鑫丰/孚悦科技/华普森/鹏锦智能等 倒计时25天 拿下超600台商用车配套，国轩高科与奇瑞合作持续深化！ 3月12日，奇瑞商用车电麒麟牵引车百台交车暨500台战略签约仪式在四川德阳顺利举行。根据协议， 国轩高科将为本次签约车型提供高品质电 池产品及专业技术解决方案。 这不仅标志着国轩高科在商用车市场的布局再获重要突破，更助推其在西南新能源重卡市场实现规模化落地，进一步巩固区域市场领先地位，为 全国商用车电动化推广树立标杆案例。 据悉，本次交付的110台电麒麟牵引车，搭载的是 ...

Core Viewpoint - The market share of Chinese companies in the EV battery sector is expected to exceed 70% by 2025, up from nearly 50% in 2021, indicating a strengthening monopoly in the industry. CATL, the largest player, is expanding orders in China and Europe, achieving record profits, while Korean companies are struggling in the U.S. market [2][4]. Group 1: Market Dynamics - By 2025, the global EV battery installation volume is projected to increase by 32% compared to 2024, reaching 1,187 GWh, with approximately 60% of this volume coming from the Chinese market [6]. - Chinese companies occupy six of the top ten global positions in EV battery production, with a combined market share of 70.4% in 2025, an increase of about 4 percentage points from 2024 [8]. - The overall EV sales are still growing despite a slowdown in certain regions like the U.S., driven by high subsidies from the Chinese government promoting the adoption of EVs [6]. Group 2: Company Performance - CATL's net profit for the fiscal year ending December 2025 is expected to grow by 42% year-on-year, reaching 72.2 billion yuan, marking a new profit high [4]. - Korean companies, particularly LG Energy Solution, are facing significant challenges, with a 76% year-on-year decrease in net profit, dropping to 80.8 billion won, which is less than 1% of CATL's profit [8][9]. - SK On and Samsung SDI are also experiencing losses, prompting a reevaluation of their strategies in the U.S. market [9]. Group 3: Strategic Developments - Chinese companies are expanding their production capabilities overseas, with CATL completing the installation of its first production line in Hungary by the end of 2025 [10]. - The Japanese company Panasonic ranks seventh globally but holds less than 4% market share, with production timelines for its Kansas plant still uncertain due to declining sales from major client Tesla [10]. - As EV sales slow down, major automotive players in the U.S. and Japan are adjusting their strategies, while Chinese firms like BYD are striving to increase global sales and maintain competitive advantages [10].

Investment Rating - The report assigns a "Buy" rating to multiple companies in the automotive industry, indicating a positive outlook for their future performance [2][5]. Core Insights - The automotive market in February faced pressure, with a notable decline in retail sales, down 25.4% year-on-year and 33.1% month-on-month, totaling 1.034 million vehicles [5]. - Domestic brands saw a decrease in market share, dropping 4.3 percentage points to 61.2%, while joint venture brands experienced a recovery in market share [5]. - The penetration rate of new energy vehicles (NEVs) increased to 44.9%, despite a year-on-year decline in NEV retail sales by 32.0% [5]. - Exports of passenger vehicles remained strong, with a total of 555,000 units exported in February, marking a 56.0% year-on-year increase [5]. - The report suggests that the market may gradually recover due to local consumption promotion policies and upcoming auto shows [5]. Summary by Sections Market Performance - February retail sales of passenger vehicles were 1.034 million units, down 25.4% year-on-year and 33.1% month-on-month [5]. - Domestic brands sold 630,000 units, a decrease of 30% year-on-year, while joint venture brands sold 270,000 units, down 19% year-on-year [5]. New Energy Vehicles - NEV retail sales reached 464,000 units in February, with a penetration rate of 44.9%, up 6.3 percentage points month-on-month [5]. - The market share of mainstream joint venture NEVs increased to 3.1%, while domestic brand NEVs saw a decline in market share [5]. Exports - Passenger vehicle exports totaled 555,000 units in February, with domestic brands exporting 478,000 units, a 52% increase year-on-year [5]. - NEV exports reached 269,000 units, a 124.7% increase year-on-year, accounting for 48.5% of total exports [5]. Investment Recommendations - The report recommends focusing on companies such as XPeng Motors, Geely, and BYD, highlighting their potential for growth and market expansion [5].

Core Viewpoint - The article discusses how Guoxuan High-Tech has successfully developed battery technology capable of operating in extreme low temperatures, specifically at -40°C, overcoming a significant barrier for electric vehicles in cold climates [4][11]. Group 1: Performance Validation - Guoxuan High-Tech's G-series battery, in collaboration with Changan Qiyuan A06, successfully completed winter validation tests in Inner Mongolia, demonstrating stable performance under extreme low temperatures [5][7]. - After 24 hours of outdoor freezing, the G-series battery charged from 20% to 80% in just 14 minutes and 15 seconds, showcasing its rapid charging capabilities even in -40°C conditions [7][8]. Group 2: Technical Innovations - The G-series battery utilizes a high-entropy doped, nano-coated lithium manganese iron phosphate (LMFP) and a low-viscosity, wide-temperature electrolyte, achieving a capacity retention rate of 93% at -20°C [9][10]. - The battery's design includes a "sand dune self-assembled network electrode" that reduces charging resistance by 25%, enabling 6C ultra-fast charging capabilities [9][10]. Group 3: Research and Development Investment - In the first three quarters of 2025, Guoxuan High-Tech invested 1.605 billion yuan in R&D, a 17.1% increase year-on-year, and has filed approximately 12,000 patents [10]. - The company has established a robust patent barrier around liquid low-temperature batteries, with over 400 patents related to key areas such as wide-temperature electrolytes and low-temperature charging strategies [10]. Group 4: Market Implications - The breakthrough in low-temperature battery technology is expected to expand market applications, particularly in northern regions of China where electric vehicle penetration is currently low due to cold weather [12]. - The ability to overcome low-temperature performance issues is seen as a key to unlocking new market opportunities, both domestically and globally, particularly in high-latitude regions where cold weather significantly impacts battery performance [12][13].