DFD(SZ:002407) 3 6 Ke·2025-10-16 11:49Core Insights - The large cylindrical battery industry is entering a rapid growth phase, with significant commercialization expected by 2025 as technology matures and new energy penetrates various sectors [3][4] - The competition in power batteries is fundamentally about the ecosystem of the supply chain, emphasizing the need for collaboration across the entire industry chain [3][7] - Multi-Flor's large cylindrical battery features advanced safety technologies, including a unique bidirectional pressure relief system, enhancing its market position [5][6] Industry Trends - By 2025, Southeast Asia's two-wheeler electric vehicle sales are projected to exceed 4.5 million units, with a compound annual growth rate of 15%-20% [4] - The global new energy storage capacity is expected to add between 180-380 GWh in 2025, maintaining a year-on-year growth rate of 35%-55% [4] - The demand for safety in electric vehicles and energy storage is increasing, leading to higher standards in battery safety [5] Company Developments - Multi-Flor's large cylindrical battery is designed with a "thermal separation" structure, ensuring safety during thermal runaway events [6] - The company has achieved a projected total battery shipment of 8.5 GWh for 2025, positioning itself among the top tier in the industry [6] - A summit titled "Ningxin Gathering Chain, Together for a Flourishing Future" will be held on October 22 in Nanning, aimed at fostering collaboration within the industry [7][11]