Group 1 - The core viewpoint of the article is that the cylindrical battery technology, particularly Tesla's 4680 battery, is gaining traction and is seen as a viable solution for international automotive companies despite initial skepticism and delays in production [2][3][10]. - Tesla's 4680 battery has achieved significant milestones, with production costs expected to be lower than other battery models in its supply chain by the end of 2024 [2]. - The cylindrical battery market is experiencing growth, with Tesla's battery shipments reaching 1.9 GWh in Q1 2025, a year-on-year increase of 447.9% [4]. Group 2 - The cylindrical battery offers production efficiency advantages, such as high automation and standardized specifications, which enhance manufacturing processes compared to square batteries [11][12][16]. - The production efficiency of cylindrical batteries is significantly higher, with a typical production line achieving over 300 PPM, compared to 20-35 PPM for square batteries [17][18]. - The labor supply issue in Europe and the U.S. is a critical challenge for scaling battery production, making the efficient production of cylindrical batteries more appealing for international automakers [21][23][26]. Group 3 - The standardization of cylindrical batteries facilitates easier replication of production lines, reducing costs and improving efficiency for global automotive companies [30][31]. - The implementation of the EU Battery Recycling Directive emphasizes the need for standardized battery designs, which aligns with the advantages of cylindrical batteries in terms of recycling and recovery [34][36]. - Companies like Chery are entering the cylindrical battery market, indicating a shift towards this technology for international expansion [7][9][37]. Group 4 - The choice of battery technology is driven by supply chain considerations rather than performance superiority, as cylindrical batteries are seen as a practical solution to current production challenges in overseas markets [40][41].

Core Viewpoint - The article discusses the rapid advancements and strategic partnerships in the cylindrical battery sector, particularly focusing on the collaborations between major automotive and battery companies, highlighting the significance of large cylindrical batteries in the electric vehicle market. Group 1: Industry Developments - LG Energy Solution signed a six-year electric vehicle battery supply agreement with Chery's subsidiary, O&J Automotive Netherlands, for a total scale of 8GWh, expected to meet the demand for approximately 120,000 electric vehicles [2] - Chery's "Kunpeng Battery" brand showcases its deep layout in large cylindrical battery technology, with the 46110 model achieving an energy density exceeding 300Wh/kg [5] - NIO is collaborating with McLaren's Forseven to restart the development of the 46105 large cylindrical battery and 120-degree battery pack, with production planned by EVE Energy or Foxconn [3][7] Group 2: Technological Innovations - Chery's battery system has improved vehicle range to over 700 kilometers, enhanced safety with a cloud-based early warning system, and reduced production costs by 17% [6] - NIO's previous investment in battery production faced challenges, leading to a reduction in its R&D team and a shift to third-party battery procurement [6] - The new generation of large cylindrical batteries is being adopted by various international automakers, with BMW announcing that its next-generation batteries will feature over a 20% increase in energy density compared to previous models [11] Group 3: Market Trends - The article notes a significant push for large cylindrical batteries in overseas electric vehicles, with companies like Samsung SDI and EVE Energy ramping up production capabilities [9][10] - The standardization of cylindrical batteries is seen as beneficial for rapid production replication across different regions, aligning with the increasing demand for localized battery production in Europe and the U.S. [12] - The upcoming 18th High-Performance Lithium Battery Industry Summit will focus on the restructuring of the industry chain and the application of cylindrical batteries [13]

Core Viewpoint - The introduction of the "Cold Core Battery" by Tailan New Energy represents a significant advancement in cylindrical battery technology, addressing the fast-charging and thermal management challenges faced by traditional 4680 cylindrical batteries [1][3][4] Group 1: Technological Innovations - The "Cold Core Battery" utilizes a new structural design called "axial direct access," which enhances thermal management and improves fast-charging capabilities [1][3] - The battery features dual-area penetration cooling, incorporating an "intelligent air conditioning system" to resolve thermal issues within the cylindrical battery [3] - Innovations in materials include modified positive electrode materials that enhance ion transmission speed and a novel negative electrode made of isotropic graphite, which streamlines lithium ion movement [3][4] Group 2: Manufacturing Process Improvements - The manufacturing process has seen breakthroughs, such as a circular welding technique for the ear-collecting plate-shell design, which reduces internal resistance [3] - The introduction of a "coil reinforcement process" ensures that the battery's internal components remain tight during winding, mitigating performance degradation risks [3] - The modular design of the manufacturing process allows for compatibility with various material systems, significantly reducing production costs and shortening mass production cycles [3][4] Group 3: Performance Enhancements - The Cold Core Battery technology supports ultra-fast charging at 6C, allowing the battery to charge from 10% to 80% in just 9 minutes [4] - It maintains stable performance across extreme temperature conditions, functioning effectively in environments ranging from -30°C to 55°C [4] - The technology has achieved over 30 core patent layouts, indicating a strong intellectual property foundation for future developments [4]

Core Viewpoint - The article discusses the upcoming industry conferences focused on sodium and solid-state batteries, highlighting the rapid adoption and market potential of large cylindrical batteries in various applications, particularly in the PHEV and electric two-wheeler markets [2][3][10]. Group 1: Industry Conferences - The 2025 High-Performance Sodium Battery Industry Summit will be held on June 9 in Suzhou, organized by GGII and sponsored by Zhongna Energy [2]. - The 2025 High-Performance Solid-State Battery Technology and Application Summit is scheduled for June 10, also in Suzhou, organized by GGII and sponsored by Liyuanheng [3]. Group 2: Large Cylindrical Battery Applications - The application of 46 series large cylindrical batteries is accelerating, with BMW confirming its use in its sixth-generation platform vehicles [3]. - Companies like Zhongxin Innovation, Yiwei Lithium Energy, Guoxuan High-Tech, and XWANDA are actively promoting the use of large cylindrical batteries in the eVTOL sector [3]. - The large cylindrical battery is also penetrating the PHEV and electric two-wheeler markets, characterized by "low capacity" but high demand [3]. Group 3: Market Trends and Consumer Demand - The average battery capacity for domestic new energy vehicles reached 52.9 kWh as of April 2025, with PHEV passenger vehicles seeing a 13.5% increase in average capacity to 29.3 kWh [3]. - The launch of the Geely Galaxy Starry 8 plug-in hybrid series, priced at 115,800 yuan and equipped with an 8.5 kWh lithium iron phosphate battery, reflects a market trend towards cost-effective, low-capacity models [3]. Group 4: Competitive Landscape in PHEV Market - Zhongxin Innovation's strategy for PHEV batteries focuses on extreme cost control and power characteristics, utilizing large cylindrical designs to meet these needs [5][6]. - Yiwei Lithium Energy anticipates that the growth of large cylindrical batteries in the power sector will not only be driven by ternary batteries but also by iron-lithium batteries [6]. Group 5: Electric Two-Wheeler Market Dynamics - The electric two-wheeler market is transitioning to lithium battery solutions, driven by consumer demand for higher energy density and durability [7]. - The new national standard for two-wheelers, effective November 2024, mandates battery safety tests, further pushing the shift from lead-acid to lithium batteries [7]. - GGII projects that by 2030, the penetration rate of lithium batteries in the two-wheeler market will exceed 40% [7]. Group 6: Product Innovations and Safety Standards - The Yiwei Lithium Energy OMNI LMX series features enhanced safety, achieving GB 43854 certification, with an energy density of 200 Wh/kg and a cycle life exceeding 4000 times [8]. - The series also claims a 30% reduction in costs, making it more accessible to consumers [8]. Group 7: Market Expansion and Production Capacity - Yiwei Lithium Energy has become the leading supplier of lithium batteries for two-wheelers, with a new cylindrical battery factory in Malaysia set to produce 680 million units annually [9]. - The standardization of large cylindrical batteries allows for rapid scaling of production across various markets, ensuring cost advantages and widespread adoption [10].

3月7日，云山动力(宁波)有限公司(简称：云山动力)一期量产示范线投产仪式暨大圆柱电池产 业应用研讨会在浙江省宁波市海曙区顺利召开。 air comment and care 平 台 服 务 内 容 研究咨询 资本服务 品牌服务 政府服务 IPO 品牌 论坛 研究 数据 融资 规划 招商 咨询 展会 调研 服务 官传 报告 服务 报告 品牌 募投 国区 電視 会员 变不 投资 政府 服务 定位 顾问 报告 顾问 宣传 顾问 漫划 合 作 咨 询 :: 邱先生 189 3802 3176 福建贤辰智享股份有限公司,是一家专注于锂电池可循环包装方案和共享租赁服务的高 新技术企业。经过多年的发展,已成为国内可循环包装方案和租赁共享服务的龙头企业,技术 创新,优化企业成本是我们的使命,在产品定制化开发的同时,我们已成功推出了适合工业企业 的通用化循环包装产品。未来我们在锂电池深耕的同时,将会在光伏、零售、运输、化工、 冷链和农业等领域提供一站式供应链解决方案和智能化循环包装服务。我们的愿景是成为循 环包装先行者、标准引领者,循环包装细分市场领军人,继续引领绿色低碳供应链潮流。 公司总部设立于福州,集研发、制造、销售、 ...

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 ...