江西远东电池 总经理 相江峰：高比能圆柱电池开发领先，21700-6500mAh电芯率先量产

Core Viewpoint - The cylindrical battery technology in China is leading globally, with performance surpassing that of Japan and South Korea. Far East Battery has achieved global leadership in high-capacity cylindrical batteries, with the 21700-6500mAh cells set to be mass-produced by 2025 [1][14]. Market Overview - The cylindrical battery market is projected to reach 15 billion units in 2024, with foreign markets accounting for 60% and domestic markets for 30-40%. By 2025, the market is expected to exceed 16 billion units, representing a growth of 13% [6]. - The primary applications for cylindrical batteries include electric vehicles, power tools, and smart home devices, with significant growth expected in emerging fields such as low-altitude economy, AI applications, and humanoid robots [3][6]. Product Development and Technology - Far East Battery specializes in 18650 and 21700 cylindrical batteries, with a focus on high-capacity and fast-charging trends. The company has developed new technologies in silicon-based materials, achieving significant advancements in battery capacity [7][8]. - The company has successfully mass-produced 6000mAh cells for the 21700 model, outperforming competitors who have achieved a maximum of 5800mAh. The company’s cells have a cycle life of 800 cycles, while competitors typically achieve only 500 cycles [10][11]. Competitive Advantages - Far East Battery's cylindrical batteries have lower internal resistance (13.5mΩ) compared to competitors (14mΩ), contributing to better performance and reliability. The company claims that its capacity ratings are accurate and do not experience significant capacity drop [11][14]. - The company is also advancing towards all-solid-state batteries and full-tab technology, which are expected to enhance performance and longevity further [14]. Company Profile - Far East Battery, established in 2009, has an annual output value of nearly 60 billion yuan and employs around 10,000 staff. The company is headquartered in Yichun, with a parent company involved in cable manufacturing [14].