全场景需求爆发！46大圆柱黑马“抢跑”

Core Viewpoint - The article emphasizes the expanding application boundaries of 46 large cylindrical batteries, with significant growth expected in various sectors, particularly in electric vehicles and energy storage, driven by advancements in production technology and industry collaboration [1][2][4]. Group 1: Market Growth and Demand - Global shipments of cylindrical batteries are projected to reach 14.61 billion units in 2024, with a year-on-year growth rate exceeding 10.9%, and large cylindrical models experiencing growth rates over 50% [1]. - By 2025, the market for large cylindrical batteries is expected to expand significantly across various applications, including electric vehicles, energy storage, and emerging markets such as humanoid robots and AI data centers [1][2]. - The demand for high-rate batteries is anticipated to increase, with high-rate batteries expected to account for 30% of drone costs and 15% of eVTOL costs, indicating a pressing need for their development [7]. Group 2: Technological Innovations - Lihua Power has introduced a star product, the ultra-high rate 46 series large cylindrical battery, which addresses fast charging concerns in the new energy sector [7]. - The innovative all-pathless ear structure developed by Lihua Power effectively resolves current bottlenecks, achieving a continuous discharge capability of up to 50C, which is a leading performance indicator in the industry [7][10]. - The new national standards have introduced safety testing requirements for fast charging, prompting Lihua Power to enhance safety features while maintaining high rate capabilities [10]. Group 3: Competitive Landscape - Lihua Power has gained attention in the industry due to its market insights and innovative product designs, positioning itself as a key player among large cylindrical battery brands [4]. - The company has established a product matrix for the 46 series large cylindrical batteries, covering various systems and models, and aims to meet the safety requirements of new national standards [20]. - With the full-scale production line launched in June, Lihua Power is set to lead the application of large cylindrical batteries in the industry, providing a reference model for others [20]. Group 4: Energy Storage Applications - Large cylindrical batteries are gaining traction in small and medium energy storage scenarios due to their flexibility and cost-effectiveness compared to square and soft-pack batteries [12]. - The transition from small cylindrical batteries to larger cylindrical batteries is accelerating, with predictions indicating that shipments in portable and household energy storage could reach 100GWh by 2030 [12][14]. - The demand for high-rate batteries in data centers is expected to grow, with large cylindrical batteries becoming the preferred choice for high-rate energy storage applications [12].