“车储并进”：大圆柱电池迎“满产满销”热潮

Core Insights - The recent price adjustment announcement by Chuangming New Energy for its large cylindrical lithium iron phosphate batteries has drawn significant industry attention, indicating strong demand and capacity utilization in the sector [1] - The overall market for lithium iron phosphate batteries is experiencing substantial growth driven by the simultaneous advancement of electric vehicles and energy storage systems [2] - The unique advantages of large cylindrical batteries, such as energy density and structural stability, are expanding their application scenarios, which include high-end electric vehicles and portable energy storage [3] Industry Overview - The sales volume of lithium iron phosphate batteries in China surged by 66.9% year-on-year from January to November 2025, with a market share reaching 72.8%, closely aligned with the robust performance of the new energy vehicle market [2] - The energy storage market is projected to see a shipment growth rate exceeding 75% for lithium batteries in 2025, with lithium iron phosphate materials accounting for 99.9% of energy storage batteries, highlighting their critical role in new power systems [2] - The global demand for large cylindrical batteries is expected to exceed 100 GWh by 2025, indicating significant growth potential in the coming years [3] Competitive Landscape - The recent price adjustments across leading companies, including Chuangming New Energy, are a response to rising upstream costs and strong downstream demand, with a focus on establishing rational pricing logic to avoid vicious competition [4] - Companies are concentrating on product iteration and precise positioning to build competitive advantages, with Chuangming New Energy's 32140 lithium iron phosphate battery exemplifying a strong price-performance ratio and high safety standards [4] - The current price increase in lithium iron phosphate batteries is supported by solid fundamentals, with ongoing strong downstream demand indicating a shift from low-price competition to value recovery and rational growth in the industry [4]