202 6（第二届） 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 ——全极耳技术跃升 大圆柱市场领航—— 202 6 年 4 月 10 日 深圳 1、2025年大圆柱电池和全极耳电池市场爆发，根据起点研究院SPIR统计，2025年中国圆柱电池出货量增长超过15%，其中大圆柱电池增速超 过40%，亿纬锂能、多氟多新能源、鹏辉能源、新能安、创明新能源、小鲁锂电、蓝京新能源、利维能、 时代联合 、 中比 等头部大圆柱电池企 业产能供不应求，预计 2026年圆柱电池将继续保持高速增长； 2、32、40、46、60等大圆柱系列产品在轻型动力、电动两三轮车、铅改锂、便携式及户用储能、两轮车及换电、无人机及EVTOL、汽车动力等 领域快速放量； 3、全极耳、高镍、硅碳、钠电等技术与圆柱电池结合产生新的增长点和市场空间； 4、起点研究院（SPIR）2026中国圆柱电池综合竞争力排行榜20强权威发布（覆盖圆柱电池电芯、设备、材料等关键环节）为行业做采购参考； 5、2026年行业首届聚集圆柱电池的技术高峰论坛，圆柱电池前沿技术、工艺、材料深度探讨和思维碰撞。 活动名称： 202 6（第二届） 起点锂电圆柱电池技术论 ...

作为多氟多旗下专注 全极耳 大圆柱电池赛道的核心力量，宁福新能源近日交出亮眼成绩单： 2025年全年大圆柱电池出货量成功突破 10GWh， 跻身行业第一梯队 ，其中在大圆柱电池细分市场的占有率位居行业前列，成为推动行业技术迭代与产能升级的关键力量。进入 2026年，企业市场热度持续攀升， 1月份订单实现满负荷 ，当前产能交付速度已难以匹配市场需求，新一轮扩产计划正紧锣密鼓推进。 据宁福新能源相关负责人介绍， 2025年是公司大圆柱电池业务爆发式增长的一年。依托多氟多"萤石→氢氟酸→氟化锂→六氟磷酸锂→锂电 池"的全产业链布局优势，公司自主研发的 全极耳"氟芯"大圆柱电池系列 产品凭借高安全性、高性价比及场景适配性优势，成功打开市场局 面。 该系列产品采用独特的"一体分切"极片工艺与单侧汇流设计， 不仅实现"0失效"安全目标，更使制造成本降低18%，成组率提升15% ，核心 竞争力显著优于行业同类产品。凭借硬核产品实力，公司已深度绑定 上汽通用五菱、爱玛科技、华宝新能 等知名企业，形成稳定的客户矩 阵，为出货量增长奠定坚实基础。 事实上，宁福新能源的产能扩张并非孤立行动，而是多氟多 整体战略布局的重要组成部分。 ...

Industry Background - The market for large cylindrical batteries and all-tab batteries is expected to explode by 2025, with China's cylindrical battery shipments projected to grow by over 15%, and large cylindrical batteries expected to exceed 40% growth [3] - Major companies such as EVE Energy, Molicel, and others are facing supply shortages due to high demand, with continued rapid growth anticipated in 2026 [3] - New growth points and market spaces are emerging from the combination of all-tab, high nickel, silicon-carbon, and sodium batteries with cylindrical batteries [3] Event Overview - The 2026 (Second) Qidian Lithium Battery Cylindrical Battery Technology Forum and the release of the Top 20 Rankings for Cylindrical Batteries will take place on April 10, 2026, in Shenzhen [6] - The event will feature discussions on cutting-edge technologies, processes, and materials related to cylindrical batteries, providing a platform for industry leaders to share insights [3][6] Agenda Highlights - The forum will include sessions on high-power cylindrical battery technology, innovations in household and portable energy storage, and the development of next-generation large cylindrical batteries [7][8] - Roundtable discussions will focus on overcoming barriers to overseas market entry and identifying emerging application markets for rapidly growing cylindrical batteries [7][8] Participating Companies - Notable cylindrical battery companies include EVE Energy, Molicel, BYD, and LG Energy, among others, with a wide range of downstream application companies also participating [10] - The event will also attract companies from the cylindrical battery equipment sector and various testing and certification institutions [10] Registration Information - Different registration options are available, including SVIP and VIP tickets, with early bird discounts offered [11][12] - Free registration is also available with conditions, emphasizing the importance of pre-registration for attendance [13]

尊敬的各位领导、各位来宾、各位同仁，女士们、先生们： 大家上午好！我是起点研究李振强。 十载春秋，风华正茂；锂电浪潮，奔涌向前。值此 " 2025 （第十届）起点锂电行业年会 " 隆重召开之际，我谨代表主办方，向莅临盛会的各 位领导、专家、企业家以及媒体朋友们，表示最热烈的欢迎和最诚挚的感谢！ 过去十年，中国新能源电池行业取得了巨大的成就和快速的 发展。从不到几十个亿的市场规模，到现在的万亿产值；从过去的几十家上市公 司，到现在的几百家的新能源电池相关上市公司。整个产业过去的十年，是辉煌的十年，尤其是中国的锂电产业，引领了全球的发展。 展望未来， 面对 新能源电池目前这么大的体量 、 用户群体 、 市场，未来我们的机遇和挑战都很多。 机遇方面，中国目前新能源汽车渗透率已超过 50% ，最近一个月应该是 60% 左右，尤其是乘用车。很多朋友说，这么高的渗透率，是不是 未来 增长空间就比较小？ 其实 从今年的情况来看，尤其是在商用车重卡方面，它的渗透率偏低。这也是未来在新能源商用车渗透率上升空间 比较大 的原因。 国外的新能源汽车渗透率比中国低很多，全球的渗透率目前是 20% 左右 ，也意味着未来还有两到三倍的增 ...

Core Viewpoint - The article discusses the launch of the new generation of "Fluorine Core" cylindrical batteries by Ningfu New Energy, which aims to dominate the market by providing customized energy solutions across four major application scenarios: electric vehicles, automotive start-stop batteries, light vehicle operation batteries, and mobile/home energy storage [3][4][17]. Group 1: Product Launch and Market Positioning - The "Fluorine Core" cylindrical battery series targets four key application scenarios: electric vehicles, automotive start-stop batteries, light vehicle operation batteries, and mobile/home energy storage, providing tailored energy support for various fields [4][17]. - The new battery series addresses common industry issues such as high self-discharge rates, short calendar life, low efficiency, and safety risks, by redefining the product and market choices within the 20-100Ah range [6][14]. - The company claims to have created a new category within the market, offering leading products across different market segments, thus establishing a new standard for the industry [6][14]. Group 2: Technological Advancements - The "Fluorine Core" cylindrical battery utilizes an "integrated cutting" electrode technology, which minimizes the total cutting perimeter for electrodes of the same capacity, enhancing safety and consistency compared to traditional battery designs [8][10]. - The manufacturing process has been simplified through the use of integrated coating, rolling, and cutting, which not only improves production efficiency but also significantly reduces overall manufacturing costs, providing a competitive edge in mass production [10][12]. - The third-generation "Fluorine Core" cylindrical battery has achieved comprehensive optimization in performance, reliability, safety, and cost control, with 80 patents granted, forming a self-controlled technology system [14]. Group 3: Safety Features and Performance - The battery features a "dual explosion-proof" structure and a single-side current collection design, which significantly reduces PACK manufacturing costs by 18% and improves assembly efficiency by 15% [14]. - The battery is designed to ensure "zero failure" safety, with a robust thermal and electrical separation structure, and includes special smoke venting channels to enhance safety during operation [21][23]. - The company emphasizes that the battery can operate effectively in extreme conditions, such as -40°C, while maintaining safety and performance standards [23][28]. Group 4: Application Scenarios and Product Specifications - The first product targets the mainstream 300-400 km electric vehicle market, featuring compatibility with various system structures and a long lifecycle of at least 10 years or 250,000 km [19][21]. - The second product is designed for start-stop applications, capable of operating in extreme cold and supporting up to 500,000 start-stop cycles without thermal runaway [21][23]. - The third product focuses on home and mobile energy storage, utilizing a high-voltage platform to enhance charging and discharging efficiency [24][26]. - The fourth product caters to light vehicles and battery swapping scenarios, ensuring safety and reliability through robust structural designs and advanced sealing technologies [30][28]. Group 5: Future Outlook - With the full release of the "Fluorine Core" battery series and the advancement of the Ningfu New Energy project, the company aims to drive the battery market towards standardization, efficiency, and safety, contributing significantly to the development of the new energy industry in China and globally [32].

Core Viewpoint - The article highlights the rapid development and investment in the solid-state battery industry, particularly focusing on the upcoming CINE2025 Solid-State Battery Exhibition and the significant advancements in cylindrical battery production by Xiangyuan New Energy [1][12]. Event Overview - The CINE2025 Solid-State Battery Exhibition will take place from November 6-8, 2025, at the Guangzhou Nansha International Convention and Exhibition Center, featuring over 200 exhibitors and 20,000 professional attendees [1][5][2]. Industry Developments - Xiangyuan New Energy has made significant progress with its cylindrical battery production base in Suining, which is set to begin production by the end of this year with a total investment of approximately 6 billion yuan, aiming for an annual output value of 5 billion yuan and a production capacity exceeding 1.2 billion units [2][3]. - The company has been expanding rapidly, with previous investments totaling 7 billion yuan in projects located in Zhejiang and Suining, focusing on the production of 18650 batteries [3][9]. Market Trends - The 18650 small cylindrical battery market is experiencing a resurgence, driven by advancements in full-tab technology, which enhances performance and is being adopted widely in the two-wheeler and portable energy storage sectors [6][7]. - The demand for small cylindrical batteries is expected to grow due to their applications in electric tools and robotics, with the potential for further expansion into AI data centers [7][8]. Large Cylindrical Battery Outlook - The large cylindrical battery market is projected to see significant growth, with models like 4680/4695 expected to dominate by 2030, potentially accounting for 44.2% of the market share and exceeding 180 GWh in output [9][10]. - The adoption of full-tab technology in large cylindrical batteries is enhancing their performance, leading to increased demand in both the automotive and energy storage sectors [9][10]. Conclusion - The rapid expansion of Xiangyuan New Energy and the anticipated growth in both small and large cylindrical battery markets indicate a strong alignment with industry trends, positioning the company favorably as it aims to capitalize on the upcoming demand surge [10][11].

Core Viewpoint - The article discusses the growth and competitive landscape of the home energy storage and portable energy storage markets, highlighting significant trends, forecasts, and the upcoming 2025 forum focused on battery technology and safety [3][4][6]. Home Energy Storage - In 2024, the global home energy storage shipment is projected to reach 27.8 GWh, marking a 19% year-on-year increase, with Chinese companies accounting for 75% of the shipments [3]. - The leading regions for home energy storage consumption include Europe, the USA, Ukraine, Japan, Australia, Africa, the Middle East, ASEAN, and Russia, with Europe being the largest and most mature market [3]. - The USA, Ukraine, Australia, South Africa, Nigeria, and Brazil are expected to see rapid growth in 2024 due to various factors, including declining electricity prices in Europe [3]. - SPIR forecasts that the global home energy storage market will reach 180 GWh by 2030, representing a 547% increase from 2024 [3]. - The top 10 companies in global home energy storage shipments include Huawei, BYD, Airo Energy, and others [3]. Portable Energy Storage - The global portable energy storage shipment is expected to reach 11 million units in 2024, reflecting a 90% year-on-year growth [4]. - The USA is identified as the largest and most mature market for portable energy storage, driven by outdoor activities and a developed RV market [4]. - Ukraine is projected to experience the fastest growth in 2024 due to energy shortages caused by the Russia-Ukraine conflict [4]. - By 2030, the global portable energy storage market is anticipated to reach 28 million units, a 156% increase from 2024, fueled by outdoor economy growth and emergency power needs [4]. - The top 10 companies in global portable energy storage shipments include EcoFlow, BLUETTI, Jackery, and others [5]. Industry Trends and Challenges - The article notes the emergence of new technologies and materials in battery development, such as fast charging, solid-state, sodium batteries, and full-tab designs, while also highlighting ongoing safety challenges [5]. - The upcoming forum will focus on high safety standards and collaborative innovation within the industry, gathering key stakeholders to discuss technical pain points and share innovative results [6][11]. Forum Details - The 2025 forum will take place on September 26, 2025, in Shenzhen, focusing on high safety and building a new ecosystem for home and portable energy storage [6][11]. - The agenda includes discussions on safety standards, battery technology trends, and market strategies for Southeast Asia and the Middle East [8][9].

Core Viewpoint - The article discusses the growth and competitive landscape of the home energy storage and portable energy storage markets, highlighting significant trends, forecasts, and the upcoming 2025 forum focused on battery technology and safety [3][4][6]. Home Energy Storage - In 2024, the global home energy storage shipment is projected to reach 27.8 GWh, marking a 19% year-on-year increase, with Chinese companies accounting for 75% of the shipments [3]. - The leading regions for home energy storage consumption include Europe, the USA, Ukraine, Japan, Australia, Africa, the Middle East, ASEAN, and Russia, with Europe being the largest and most mature market [3]. - The USA, Ukraine, Australia, South Africa, Nigeria, and Brazil are expected to see rapid growth in 2024 due to various factors, including declining electricity prices in Europe [3]. - SPIR forecasts that the global home energy storage market will reach 180 GWh by 2030, representing a 547% increase from 2024 [3]. - The top 10 companies in global home energy storage shipments include Huawei, BYD, Airo Energy, and others [3]. Portable Energy Storage - The global portable energy storage shipment is expected to reach 11 million units in 2024, reflecting a 90% year-on-year growth [4]. - The USA is identified as the largest and most mature market for portable energy storage, driven by outdoor activities and a developed RV market [4]. - Ukraine is projected to experience the fastest growth in 2024 due to energy shortages caused by the Russia-Ukraine conflict [4]. - By 2030, the global portable energy storage market is anticipated to reach 28 million units, a 156% increase from 2024, fueled by outdoor economy growth and emergency power needs [4]. - The top 10 companies in global portable energy storage shipments include EcoFlow, BLUETTI, Jackery, and others [5]. Industry Trends and Challenges - The article notes the emergence of new technologies and materials in battery development, such as fast charging, solid-state, sodium batteries, and full-tab designs, while also highlighting ongoing safety challenges [5]. - The upcoming forum will focus on high safety standards and collaborative innovation within the industry, gathering key stakeholders to discuss technical pain points and share innovative results [6][11]. Forum Details - The 2025 forum will take place on September 26, 2025, in Shenzhen, focusing on high safety and building a new ecosystem for home and portable energy storage [6][11]. - The agenda includes discussions on safety standards, battery technology trends, and market strategies for Southeast Asia and the Middle East [8][9].

Core Viewpoint - The article discusses the growth and competitive landscape of the home energy storage and portable energy storage markets, highlighting significant trends, forecasts, and the upcoming 2025 forum focused on battery technology and safety [3][4][6]. Home Energy Storage - In 2024, the global home energy storage shipment is projected to reach 27.8 GWh, marking a 19% year-on-year increase, with Chinese companies accounting for 75% of the shipments [3]. - The leading regions for home energy storage consumption include Europe, the USA, Ukraine, Japan, Australia, Africa, the Middle East, ASEAN, and Russia, with Europe being the largest and most mature market [3]. - The USA, Ukraine, Australia, South Africa, Nigeria, and Brazil are expected to see rapid growth in 2024 due to various factors, including declining electricity prices [3]. - SPIR forecasts that the global home energy storage market will reach 180 GWh by 2030, representing a 547% increase from 2024 [3]. - The top 10 companies in global home energy storage shipments include Huawei, BYD, Airo Energy, and others [3]. Portable Energy Storage - The global portable energy storage shipment is expected to reach 11 million units in 2024, reflecting a 90% year-on-year growth [4]. - The USA is identified as the largest and most mature market for portable energy storage, driven by outdoor activities and a developed RV market [4]. - Ukraine is projected to experience the fastest growth in 2024 due to energy shortages caused by the ongoing conflict, increasing the demand for emergency power solutions [4]. - By 2030, the global portable energy storage market is anticipated to reach 28 million units, a 156% increase from 2024, fueled by outdoor economy growth and emergency power needs [4]. - The top 10 companies in global portable energy storage shipments include EcoFlow, BLUETTI, Jackery, and others [5]. Industry Trends and Challenges - The article notes the emergence of new technologies and materials in battery development, such as fast charging, solid-state, sodium batteries, and full-tab designs, while also highlighting ongoing safety challenges [5]. - The upcoming forum aims to address these challenges and foster collaboration among industry stakeholders to enhance safety and innovation in the home and portable energy storage sectors [6][10]. Forum Details - The 2025 forum will take place on September 26, 2025, in Shenzhen, focusing on high safety and building a new ecosystem for energy storage [6][11]. - The agenda includes discussions on safety standards, market trends, and technological advancements in home and portable energy storage [8][9].

Group 1 - The core viewpoint of the article emphasizes the growth and potential of the home energy storage and portable energy storage markets, highlighting significant increases in shipment volumes and market forecasts for 2024 and beyond [3][4][6] - The global home energy storage shipment volume is projected to reach 27.8 GWh in 2024, with a year-on-year growth of 19%, and China accounting for 75% of the shipments [3] - The global portable energy storage shipment volume is expected to reach 11 million units in 2024, reflecting a remarkable year-on-year growth of 90% [4] Group 2 - The article outlines that by 2030, the global home energy storage market is anticipated to grow to 180 GWh, representing a 547% increase compared to 2024 [3] - The competitive landscape for home energy storage systems is dominated by Chinese companies, with the top 10 global players including Huawei, BYD, and Airo Energy [3] - The article notes that the U.S. is the largest and most mature market for portable energy storage, driven by outdoor activities and RV culture, with Ukraine showing the fastest growth due to energy shortages from the ongoing conflict [4][5] Group 3 - The upcoming 2025 Peak Forum on Home and Portable Energy Storage Battery Technology will focus on high safety standards and building a new ecosystem for the industry [6][11] - The forum will feature discussions on various topics, including safety systems for home energy storage, trends in battery technology, and the impact of new national standards on portable energy storage [8][10] - The event is expected to attract over 600 key decision-makers from the industry, providing a platform for collaboration and innovation [10][11]