DFD(SZ:002407) 起点锂电·2025-07-31 10:18Core Viewpoint - The article highlights the advancements and market position of Dofluorid in the electric two-wheeler and battery exchange sectors, emphasizing the successful mass production of their third-generation cylindrical batteries and the rapid growth of the cylindrical battery market in China [2][4]. Group 1: Product Development and Technology - Dofluorid's third-generation cylindrical battery has been mass-produced, showcasing significant technological advancements over previous generations, including a 200% efficiency increase in the second generation and a 10%-15% reduction in ACR for the third generation [5][9]. - The latest cylindrical batteries feature proprietary technologies such as bidirectional pressure relief to enhance safety, single-sided busbar technology to reduce production costs, and a new CTC structure that improves assembly efficiency and battery quality [7][9]. Group 2: Market Performance and Projections - The cylindrical battery market is experiencing rapid growth, with an expected shipment of 88.9 million units in 2024, driven by applications in portable energy storage, household energy storage, and electric two/three-wheelers [2]. - Dofluorid's cylindrical battery shipments reached 3.91 GWh in 2024, leading the industry, with various models catering to different market segments, including two-wheelers and three-wheelers [10][12]. Group 3: Company Background and Capacity - Dofluorid New Energy, established in 2010, has a strong patent portfolio with over 1,300 applications and 800 granted patents, focusing on four main business segments, including new energy materials and batteries [13]. - The company currently has a production capacity of 14 GWh, which is expected to increase to 22 GWh by October 2023, enhancing its ability to meet market demand [12][13].