Core Viewpoint - The trend of blade battery technology is expected to continue with an increase in capacity, size, and fast charging capabilities, leading to a higher penetration rate of stacked batteries in the energy storage sector [2][5]. Group 1: Industry Trends - The global battery industry is focusing on large capacity and fast charging, with energy storage cells evolving towards capacities of 314Ah and beyond, necessitating improved thermal management and safety [2][5]. - Stacked battery technology is well-suited for these advancements due to its high energy density, stable internal structure, and long theoretical cycle life [5]. Group 2: Company Developments - Major battery manufacturers are expanding their production capacities for stacked batteries, with notable advancements in technology and product offerings [2][3]. - BYD has launched its second-generation blade battery, which utilizes layer technology to enhance space utilization and increase capacity, achieving a volumetric energy density of 320 Wh/L [3]. - Contemporary Amperex Technology Co., Limited (CATL) has received a patent for its stacked battery technology, indicating ongoing innovation in the sector [3]. Group 3: Market Insights - The market size for China's lithium battery stacking equipment is projected to reach 3.6 billion yuan in 2024, reflecting a year-on-year decline of 21.74% due to slower production expansion and falling equipment prices [5]. - Despite the short-term decline, the long-term outlook remains positive, with an expected demand growth driven by battery manufacturers' expansion, overseas exports, and technological upgrades [5]. - By 2027, the demand for lithium battery stacking equipment in China is anticipated to reach 9.8 billion yuan, with a compound annual growth rate of 39.6% over the next three years [5]. Group 4: Competitive Landscape - The leading companies in China's lithium battery stacking equipment market include Pioneer Intelligent and Green Sheng, with a second tier comprising companies like Guangda Laser and Winbond Technology [6]. - Future trends indicate a shift towards multi-station cutting and stacking integrated machines and thermal composite stacking machines, which are expected to provide competitive advantages [7].