2026（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 活动主题： 全极耳技术跃升 大圆柱市场领航 活动时间： 2026年4月10日 活动地址： 深圳宝安维纳斯皇家酒店三楼维纳斯厅（深圳国际会展中心京基百纳店） 主办单位： 起点锂电、起点研究院SPIR 第一批赞助及演讲单位： 鹏辉能源/多氟多新能源/创明新能源/利维能/大族锂电/嘉智信诺/亿鑫丰/孚悦科技 倒计时38天 锂电产业扩产竞速！据起点锂电不完全统计，仅 2026年2月， 国内就有10大锂电池项目传来新进展，宁德时代、楚能新能源、赣锋锂电、中创 新航等头部企业领衔，合计总产能超400GWh。 2月25日， 赣锋锂电东莞 年产10GWh新型锂电及储能总部基地项目 投产启用。 项目总投资50亿元，占地约325.5亩，主要从事研发生产磷酸铁锂、半固态电芯、轻型动力电池、户外便携储能电源、户用储能、工商业储能系 统等。 同日， 川泓新能源 投建的新型锂离子电池西南生产基地项目整体进度完成约65%，6号楼行政大楼已顺利封顶，1号、2号厂房正加快推进屋面 施工。 项目总投资15亿元，规划建设年产能10GWh新型锂离子电池生产基地。计划分两期实施， ...

Group 1 - The core viewpoint is that leading battery companies are benefiting from the dual drivers of power and energy storage, resulting in a supply-demand imbalance in the market [1] - In the first nine months of the year, China's new energy vehicle sales reached 11.196 million units, a year-on-year increase of 34.55%, which has driven rapid growth in power battery installations [1] - Power battery installations exceeded 500 GWh in the first nine months, reflecting a year-on-year growth of 43.5%, with the fourth quarter expected to maintain this growth trend due to seasonal demand [1] Group 2 - The global energy storage market is experiencing explosive growth, becoming a core engine for lithium battery demand, with Chinese companies expected to ship 252 GWh of energy storage batteries in the first half of 2025, a year-on-year increase of 109% [1] - The lithium battery industry is currently facing reduced inventory pressure, leading to a supply-demand situation, particularly in the energy storage sector, where a "chip shortage" persists [2] - By 2026, the demand growth for battery cells is expected to outpace the supply growth of battery materials, indicating potential shortages that could lead to a redistribution of value within the lithium battery supply chain [2] Group 3 - As of October 31, 2025, the top ten weighted stocks in the China Securities New Energy Vehicle Industry Index accounted for 53.56% of the index, with major companies including CATL, BYD, and Ganfeng Lithium [3] - The New Energy Vehicle ETF closely tracks the China Securities New Energy Vehicle Industry Index, which includes 50 listed companies involved in various aspects of the new energy vehicle industry [2][3]