Core Viewpoint - The surge in copper prices driven by potential U.S. tariffs on imported copper is catalyzing the development of composite current collector technology in China's new energy battery sector, leading to increased investment and innovation in this area [2][8]. Group 1: Copper Market Dynamics - The global copper market is experiencing significant turmoil, with Comex copper futures reaching historical highs due to rising expectations of high tariffs on imported copper in the U.S. [2] - Approximately 500,000 tons of copper are currently being shipped to the U.S., which is increasing supply in the U.S. market while tightening supply in non-U.S. regions, particularly Asia [2] - As of March 28, domestic copper futures in China are trading above 80,000 RMB per ton, with a year-to-date increase exceeding 10% [2] Group 2: Composite Current Collector Technology - The composite current collector technology is gaining attention as it uses less copper while enhancing safety performance, making it economically viable as copper prices rise [3] - When copper prices are at 75,000 RMB per ton, composite copper foil can achieve a cost advantage of over 1 RMB per square meter compared to traditional electrolytic copper foil [3] - Jiangsu Yinglian, a subsidiary of Yinglian Co., has entered a strategic cooperation agreement with a well-known automotive manufacturer to accelerate the application of composite current collectors in electric vehicles [3] Group 3: Investment and Capital Flow - Significant capital is flowing into the composite current collector sector, supporting the rapid development of companies with various technological approaches [4] - Yangzhou Nali New Materials Technology Co., Ltd. completed a 1 billion RMB A+ round financing to expand its production capacity for composite current collector products [5] - Anmate Technology (Beijing) Co., Ltd. raised several hundred million RMB in B1 round financing to support its vacuum deposition technology and plans to invest 5 billion RMB in a new production project [6] Group 4: Industry Expansion and Technological Advancements - The pace of industrial scale expansion is accelerating, with Beijing Shiliyuan Technology Development Co., Ltd. planning to invest approximately 10 billion RMB in composite current collector manufacturing projects [7] - Recent breakthroughs in battery technology, particularly the full-tab technology in cylindrical battery structures, are addressing challenges related to the internal resistance of composite current collectors [7][8] - BAK Battery has reported significant progress in combining dual composite current collectors with full-tab cells, enhancing performance and safety [8]

Core Viewpoint - The cylindrical battery market is experiencing a surge in activity driven by technological advancements and market expansion, particularly with the introduction of new products by EVE Energy [1][2][3]. Group 1: Technological Innovations - The all-tab technology has emerged as a key breakthrough in enhancing battery performance, optimizing internal current conduction paths, reducing resistance, and significantly improving charge and discharge efficiency and cycle life [2]. - The 46 large cylindrical battery has reached a critical development milestone, entering large-scale production, and is capable of meeting the stringent energy storage requirements of various emerging fields such as light vehicles, electric tools, eVTOL, and humanoid robots [2][3]. Group 2: EVE Energy's Product Launches - EVE Energy has launched two leading all-tab cylindrical battery products aimed at the electric tool market, and a comprehensive "vehicle-grade" solution for light vehicles [4][5]. - The 18650 30PL battery features a power density exceeding 10 kW/kg, a 100%+ improvement over traditional batteries, and supports 40A continuous discharge for 4.5 minutes, making it suitable for heavy-duty tools [9][10]. - The 21700 50PL battery achieves a 36C ultra-high current pulse discharge, supports 40A continuous discharge for 7.5 minutes, and has a single energy density of 273 Wh/kg, enhancing energy density by 20% [12]. Group 3: Market Trends and Growth - The electric tool market is projected to grow at an annual rate of 9.2%, driven by the global trend towards cordless and lithium battery replacements [7]. - EVE Energy's 46 large cylindrical battery has already achieved mass production with over 31,000 units installed in various applications, marking it as a leader in the domestic market for passenger vehicles [18]. Group 4: Safety and Standards - EVE Energy has implemented rigorous safety standards for its "vehicle-grade" batteries, ensuring compliance with new energy vehicle battery standards through comprehensive quality control measures [16][18]. - The company has introduced the world's first puncture-resistant 18650 22M battery, designed to prevent thermal runaway in the event of internal short circuits, thereby setting a new safety standard for small batteries [26][28]. Group 5: Future Outlook - EVE Energy plans to continue expanding its product range, with the introduction of the 18650 25PL battery scheduled for October 2025, further enhancing its high-rate product offerings [13]. - The company is well-positioned to leverage its technological advantages and market strategies to capture a larger share of the cylindrical battery market as competition intensifies [29].

新能安以"全栈式安全架构"为核心，为此次合作提供坚实技术支撑。其自研电芯技术具备"超长寿命电芯"， 循环寿命突破15000次（25℃, 1C/1C），可实现15年不变"芯"，并支持-20℃至60℃的宽温域运行，全生命周期电能吞吐量提升两倍以上。 在系统防护方面，通过UL 9540A热失控测试，实现热扩散24小时内无明火。同时，第六代AI-BMS系统可实时监测超200项数据，故障预警准确率高达99.5%，为工商业 储能场景打造"零隐患"防线。 3月3日，新能安储能公众号发布消息显示，新能安与深圳市海梁科技有限公司（以下简称：海梁科技）于近日正式签署了战略合作协议，双方 将围绕工商业储能安全技术、交通能源基础设施等领域展开深度协同。 图片来源新能安储能 根据协议， 新能安在3年内将交付海梁科技2GWh储能系统 ，可满足超10万辆电动车的充能需求；同时双方将基于新能安全栈式安全架构+海 梁场景化方案，深耕覆盖低空经济、先进空中交通、EVOLT飞行器Vertiport场站配储、超充网络等前沿领域；计划首批试点将在海梁科技的 VERTI-X项目中落地。 作 者：能 苑 声 明：本文由起点原创，版权归属起点研究，如需转载 ...

Core Viewpoint - The cylindrical battery market is experiencing a resurgence driven by technological advancements and diverse market applications, particularly in small cylindrical batteries, which are rapidly evolving and gaining traction in high-rate applications [2][4][12]. Group 1: Market Dynamics - The cylindrical battery market is witnessing significant growth due to the simultaneous emergence of technological innovations and diverse market demands, particularly for small cylindrical batteries (18, 21, 26 series) [2]. - Major battery companies such as New Energy An, BAK Battery, and Yiwei Lithium Energy are launching new small cylindrical battery products targeting consumer markets like drones, eVTOL, humanoid robots, and electric tools [2][4]. - The trend of small cylindrical batteries is extending to large cylindrical batteries, with significant shipment growth expected in the portable energy storage and two-wheeler markets, with over 100% and 150% year-on-year growth anticipated, respectively [2][12]. Group 2: Technological Advancements - The full-tab technology is a key innovation that enhances the performance of small cylindrical batteries, allowing them to excel in high-rate applications [4][8]. - The full-tab structure reduces internal resistance by over 70%, significantly improving battery efficiency and lifespan, with examples including Yiwei Lithium Energy's 21700 cells achieving internal resistance as low as 2-4 mΩ and cycle life of 600-1000 cycles [8][10]. - Manufacturing advancements, including automation and AI-driven processes, are improving production efficiency and yield rates, with some companies achieving production rates of 350 PPM and yield rates climbing from 90% to 97% [11]. Group 3: Competitive Landscape - Companies are engaged in a new round of technological competition centered around small cylindrical batteries, with innovations in structure and materials pushing performance boundaries [6][7]. - The competitive landscape is characterized by rapid product iterations and technological upgrades, with companies like Yiwei Lithium Energy and BAK Battery leading the charge in performance enhancements [7][10]. - The industry is transitioning from consumer electronics to advanced applications in eVTOL and humanoid robots, indicating a shift in market focus and potential for growth [12]. Group 4: Future Outlook - Despite the positive trends, the cylindrical battery market faces challenges, including a slight decline in domestic cylindrical battery installation volumes and the need for successful technology transfer from small to large cylindrical batteries [12]. - The potential impact of emerging technologies such as solid-state and lithium-metal batteries on the cylindrical battery market remains uncertain, raising questions about the sustainability of current growth rates [12].

圆柱电池市场的爆发背后有着多重驱动因素。近日，起点锂电采访了 中比新能源研究院院长尚 随军 ，与其就圆柱电池行业的发展进行了深度交流。尚随军表示，圆柱电池市场的爆发主要得 益于以下三个因素：1.圆柱电池pack灵活性高，应用场景广泛，在50Ah以下的电池竞争格局 中，圆柱电池凭借其模块化设计和易于集成的特点，占据了重要地位；2.海外电动工具市场和 国内两轮车换电市场的兴起也让圆柱电池需求持续攀升，带来新的增长空间；3、户外电源等 小型储能市场的快速发展，也带动了圆柱电池放量。 2024年，押注圆柱电池赛道的中比新能源交出了一份亮眼的成绩单，前三季度电池板块营收约 1.13亿美元，同比增长约18.4%；毛利率34.3%，同比增长15.2%。 业绩大幅增长的背后，是中比新能源深耕的圆柱电池市场逆势上涨。根据起点研究院（SPIR） 发布的2024中国圆柱电池TOP20排行榜显示，2024年全球圆柱电池出货达到151.2GWh，同比 增长24%。这一增长主要得益于国内30-34系列、40系列、60系列等大圆柱电池市场份额的快 速扩张，推动了整体市场规模的提升。 中比新能源凭借其32140大圆柱电池的卓越表现，年度 出 ...

2月28日，以"聚集新技术 探索新工艺"为主题的行业首届圆柱电池技术——2025起点锂电圆柱电池技术论坛暨圆柱电池20强排行榜发布会，在 深圳宝安登喜路国际酒店正式举办，现场超200+圆柱电芯及应用、300+电池材料设备配套企业齐聚盛会，携手共探新发展，共创新机遇。 在圆柱电池工艺及智能制造专场环节， 诺达智慧 总经理 江国龙 发表了《半固态圆柱电池技术发展》主题演讲。 图：诺达智慧 总经理 江国龙 以下是速记整理内容： 各位领导，各位行业专家，大家下午好！ 固态电池和半固态电池，大家以前看的都是用在软包电池、方形电池，但是圆柱上很少看到。 首先我先介绍一下诺达智慧，公司2016年建厂，2019年在广西有自己的工厂，2022年开始在广东惠州建立了自己的工业园，主要量产产品 18650-3500mAh和21700-5000mAh圆柱型电池。 我今天想和大家分享的固态电池有两个点： 1.圆柱的固态和半固态。 2.圆柱的全极耳。 为什么大部分公司很少去做固态的圆柱电池呢？电解液在电池的安全性里只占了10-20%的性能，没有液态电解液，其实也不能算是完全安 全，最重要的是在失效时让整体温度不超过正负极主材料的热失控温 ...

01 46大圆柱蓄势待发 自2020年特斯拉公布4680后，全球车企与电池企业对大圆柱技术路线颇为关注。不过，四年多 时间过去，大圆柱电池在动力端实际的量产装车进度陷入滞后。 迈入2025年，大圆柱边际积极信号继续增加。 2月21日，大圆柱产业化再迎里程碑。宝马宣布大圆柱电池即将上车，能量密度+20%，续航 +30%，充电速度+30%，搭配800V高压平台，充电10分钟续航300km。大圆柱电池预计随新 世代车型量产，已在沈阳基地试生产，并开启本土测试与验证。 2月28日，多位电池大咖也在起点锂电圆柱电池论坛上谈到，从去年至今，圆柱电池市场各个 细分领域呈现蓬勃发展姿态，同时新技术的切入让传统小圆柱以及32/40/46/60等各个型号的大 圆柱出货量上升新台阶。 基于细分领域多元化需求，各种不同技术路线结合圆柱形态也演化出不同的方向，为不同型号 圆柱电池大规模出货再添一把火。 为什么大圆柱电池没有快速提产，主要影响因素在哪里？蓝京新能源 总工程师 唐联兴认为， 大圆柱结构设计和材料体系都已非常成熟，快速量产的主要难点体现在工艺制造上，包括电极 制造、极耳成型/整形、集流盘焊接以及电解液浸润。 这与起点锂电此前 ...

2月28日，以"聚集新技术 探索新工艺"为主题的行业首届圆柱电池技术——2025起点锂电圆柱电池技术论坛暨圆柱电池20强排行榜发布会，在 深圳宝安登喜路国际酒店正式举办，现场超200+圆柱电芯及应用、300+电池材料设备配套企业齐聚盛会，携手共探新发展，共创新机遇。 在圆柱电池技术与创新专场环节， 中比新能源 副总经理 尚随军 发表了《圆柱电池在绿色家储市场的开发及应用》主题演讲。 各位专家、老师、学者，以及产业链的同仁，大家下午好！ 我是来自中比新能源的尚随军，非常荣幸能够受到组委会的邀请，在此与大家分享我的报告。今天我将围绕《圆柱电池在家储市场的开发及应 用》这一主题，从以下四个部分展开：1、户外储能市场产品分析；2、大圆柱电池设计思路；3、中比公司介绍；4、中比产品介绍。 一、户外储能市场产品的分析 从2024年亚马逊户外电源销售榜前10名可以看出，上榜的企业大部分是深圳或者是周边的企业，我在此感到非常荣幸和自豪。在便携电源户 外储能电源领域，电池包容量主要集中在300Wh、100 Wh、1 KWh、1.5 KWh和2 KWh。这些电池包中所使用的单体电芯，圆柱电池占比接 近100%，铁锂电池占比约为7 ...

2月28日，以"聚集新技术 探索新工艺"为主题的行业首届圆柱电池技术——2025起点锂电圆柱电池技术论坛暨圆柱电池20强排行榜发布会，在 深圳宝安登喜路国际酒店正式举办，现场超200+圆柱电芯及应用、300+电池材料设备配套企业齐聚盛会，携手共探新发展，共创新机遇。 在圆柱电池技术与创新专场环节， 蓝京新能源 总工程师 唐联兴发表了《蓝京新能源大圆柱电池开发及产业化进展》主题演讲。 图：蓝京新能源 总工程师 唐联兴 以下是速记整理内容： 感谢组委会给我们这个机会来展示我们公司在大圆柱方面做的工作。 我今天要汇报的题目是《蓝京新能源大圆柱电池开发及产业化进展》。 主要分3个部分：圆柱电池大型化趋势；大圆柱量产提速工艺难题及解决思路；蓝京大圆柱产品规划及开发进展。 总结起来就是三句话： 1.我们认为圆柱电池会朝着大型化的发展趋势； 2.从2020年特斯拉4680大圆柱电池发布以来，大圆柱电池在国内量产提速还没有达到非常可观的速度，针对此，我们做了哪些工作； 3.我们把这些问题解决了，2025年将开启大圆柱电池的量产提速，将有质的飞升。 首先看圆柱电池大型化趋势。 1.电极的制造； 2.极耳的成型/整形； 3.集流 ...

比克PRO-M 46系大圆柱电池产品，能量密度超过210Wh/Kg，支持4C持续充电，及4C持续放电，同时温度 适应性强，可在-30℃~60℃范围内稳定放电，循环寿命2000次以上。在安全性能上，产品通过过充、常温外 部短路、130℃ 热箱等测试，可应对复杂使用场景。 2月28日，以"聚集新技术 探索新工艺"为主题的行业首届圆柱电池技术——2025起点锂电圆柱电池技术论坛 暨圆柱电池20强排行榜发布会，在深圳宝安登喜路国际酒店正式举办，现场超200+圆柱电芯及应用、300+电 池材料设备配套企业齐聚盛会，携手共探新发展，共创新机遇。 在圆柱电池工艺及智能制造专场， 比克电池 CTO 林建深入分享了比克PRO-M大圆柱电池的最新研发成果。 比克电池 CTO 林建 磷酸锰铁锂电池，具备高安全、高性价比、长寿命、耐低温等优势，但锰元素的引入，也在一定程度上降低 了离子的扩散速度和电子导电率。由此，比克电池给出了磷酸锰铁锂掺混高镍三元材料的解决方案，改善磷 酸锰铁锂的导电性并增加能量密度。同时，探索更适宜的锰铁比例，提升产品的综合性能。 近日，比克电池正式发布PRO-M高安全18650及21700电池，产品可通过行业 ...