Core Viewpoint - The signing ceremony for the 2025 Ningfu New Energy large cylindrical battery project was held in Nanning, Guangxi, where the new generation of all-tab "Fluorine Core" large cylindrical battery series was officially launched, targeting four major application scenarios: electric vehicles, automotive start-stop batteries, light vehicle operation batteries, and mobile/home energy storage [2][13]. Group 1: Product Development and Innovation - The current domestic market for 20-100Ah batteries faces issues such as high self-discharge, short calendar life, low efficiency, and safety risks due to product inconsistency and unreliable technology [4]. - The "one-piece cutting" electrode technology used in the Fluorine Core large cylindrical battery significantly enhances safety and consistency, achieving the shortest total cutting perimeter for electrodes of the same capacity [6][8]. - The third-generation all-tab large cylindrical battery has undergone three iterations of technology, optimizing performance, reliability, safety, and cost control, with 80 patents granted [12]. Group 2: Application Scenarios - The Fluorine Core battery series covers four major application scenarios, providing customized energy support for electric vehicles, automotive start-stop systems, light vehicle operations, and mobile/home energy storage [13]. - The battery is designed to meet the needs of mainstream electric vehicles with a range of 300-400 km, featuring universal compatibility and durability [16]. - For extreme cold conditions, the Fluorine Core battery incorporates special additives to enhance performance at low temperatures, ensuring reliable operation even at -40°C [18]. Group 3: Safety and Reliability - The Fluorine Core battery features a dual-side explosion-proof design and a thermal-electric separation structure, ensuring high-pressure connections are stable and safe [15]. - The design of the battery pack includes multiple safety features, such as a metal shell and dual-seal structure, to prevent thermal runaway and ensure structural stability [23][25]. - The company emphasizes the importance of user-centric design, aiming to provide the best product delivery and create value for users [25]. Group 4: Market Positioning and Future Outlook - The launch of the Fluorine Core battery series and the Ningfu New Energy project aims to drive the battery market towards standardization, efficiency, and safety, contributing to the development of the new energy industry in China and globally [27].

Core Viewpoint - The company, Duofluor, launched its new generation of "Fluor Core" cylindrical batteries, targeting four key application scenarios: electric vehicles, automotive start-stop batteries, light vehicle operation batteries, and mobile/home energy storage [2][15]. Group 1: Product Launch and Features - The "Fluor Core" cylindrical battery series is designed to provide customized energy support across various fields, addressing common issues in the 20-100Ah battery market such as high self-discharge and short lifespan [4][15]. - The new battery features a unique "one-piece cutting" electrode process, enhancing safety and consistency while reducing manufacturing costs by 18% [6][12]. - The company has achieved full-load production at its two bases in Jiaozuo and Nanning, with 80 patents granted, establishing a self-controlled technology system [12]. Group 2: Technical Innovations - The cylindrical battery's design includes a simplified aluminum shell structure that addresses issues like rust and leakage, enhancing safety and reliability [10]. - The battery employs a dual-side explosion-proof design and a special smoke venting channel, ensuring safety even under extreme conditions [17][24]. - The use of modified lithium iron phosphate materials improves cycle life and performance, meeting the demands for at least 10 years or 250,000 kilometers of use [17]. Group 3: Market Positioning and Applications - The "Fluor Core" battery series targets four main application scenarios, including mainstream electric vehicles with a range of 300-400 km, automotive start-stop systems, and home energy storage solutions [15][19]. - The company aims to provide tailored solutions for various market segments, including new national standard electric bicycles and battery swap scenarios [26][24]. - Partnerships with major players like SAIC-GM Wuling and Aima Technology highlight the battery's recognition and acceptance in the market [27]. Group 4: Market Performance and Future Outlook - The company's stock has seen a significant increase of over 60% in the past three months, reflecting positive market sentiment towards its technological advancements and business prospects [29]. - Institutional investors have shown strong interest, with a net purchase of 177 million yuan by specialized institutional seats [29]. - The company anticipates a production capacity exceeding 20GWh by the end of 2025, driven by increasing demand and improved profitability from lithium hexafluorophosphate prices [29][30].