DFD(SZ:002407) 36氪·2025-10-16 11:28Core Viewpoint - The large cylindrical battery industry is entering a phase of rapid acceleration, with significant growth expected in various sectors such as two-wheeled electric vehicles, light commercial vehicles, and energy storage by 2025 as technology matures and new energy penetrates various industries [1][4]. Industry Overview - A number of excellent battery companies are emerging, driving technological advancements and exploring more application scenarios for battery products, creating a positive feedback loop [2]. - The competition in power batteries is fundamentally a competition of industrial chain ecosystems, requiring collaboration across the entire supply chain, including material innovation, process optimization, and the establishment of standardized production systems [2][9]. Market Predictions - According to a report by CITIC Securities, two-wheeled electric vehicle sales in Southeast Asia are expected to exceed 4.5 million units by 2025, with a compound annual growth rate of 15%-20%, particularly in Vietnam, Indonesia, and Thailand [4]. - The global new energy storage capacity is projected to reach 180-380 GWh in 2025, maintaining a year-on-year growth rate of 35%-55% [4]. Company Spotlight: DLF - DLF New Energy Technology Co., Ltd., established in December 2010, has developed a large cylindrical battery featuring a unique bidirectional pressure relief technology that effectively prevents accidents caused by excessive pressure [5]. - The company's large cylindrical battery is designed with a "thermal separation" structure, ensuring safety and reliability during operation, with a projected total shipment of over 40 million units in 2025 [5][7]. Quality Control and Production - DLF employs a MES management system to monitor product characteristics and processes, allowing for real-time anomaly detection and continuous improvement of product consistency [7]. - The company has achieved stable supply to domestic and international customers, with a forecasted total battery shipment of 8.5 GWh in 2025, positioning it among the industry leaders [7]. Strategic Initiatives - To enhance competitiveness, DLF is focusing on building a robust ecosystem by collaborating with upstream and downstream partners, emphasizing the importance of systemic capabilities in the supply chain [9][16]. - A summit titled "Ningxin Gathering Chain, Together for a Flourishing Future" will be held on October 22 in Nanning, aiming to explore the future of battery technology and market opportunities [12][16].