Core Viewpoint - The article discusses the value of battery swapping models in the electric vehicle industry, highlighting both explicit and implicit benefits, and emphasizes the importance of standardization for widespread adoption, particularly in the heavy-duty truck sector [1][4][9]. Group 1: Explicit and Implicit Value of Battery Swapping - The explicit value of battery swapping includes faster battery replacement (5 minutes), reduced purchase barriers, and alleviation of concerns regarding battery lifespan [1][4]. - Implicit benefits include lower land usage, higher power capacity utilization, reduced impact on the power grid, and enhanced social externalities [1][4]. - The battery swapping model has been recognized in government reports and has attracted investments from companies seeking optimal solutions, such as CATL [1][4]. Group 2: Heavy-Duty Truck Market Dynamics - Battery swapping is essential for heavy-duty trucks due to their operational characteristics, allowing for a 30%-50% reduction in initial purchase costs compared to traditional fuel trucks [4][5]. - The efficiency of battery swapping allows heavy-duty trucks to achieve full charge in 5 minutes, comparable to LNG refueling, while traditional charging methods take significantly longer [4][5]. - The unified management of batteries in a swapping model can extend battery life and reduce maintenance costs, enhancing the overall lifecycle value of the batteries [5][6]. Group 3: Standardization and Network Effects - The article emphasizes that battery standardization is crucial for expanding battery swapping from closed to open scenarios, enabling interoperability across different brands and regions [9][12]. - The current market for battery swapping in heavy-duty trucks is limited, with only about 15% of trucks utilizing this model in long-haul logistics, primarily due to fragmented standards [12][31]. - Achieving a unified battery standard is essential for creating a nationwide efficient energy network, which would facilitate the widespread adoption of battery swapping [12][32]. Group 4: CATL's Role and Future Prospects - CATL has been proactive in developing solutions for the heavy-duty truck market, launching standardized battery packs and comprehensive battery swapping solutions [17][19]. - The company aims to establish a network of 300 battery swapping stations in key regions by 2025, with a long-term goal of creating a national battery swapping network covering major logistics routes [26][31]. - The successful implementation of battery swapping could lead to significant cost savings for operators and contribute to the broader goal of carbon neutrality in the transportation sector [20][32].

从 2020年到今年，大圆柱电池一直都是行业内热门话题。大圆住电池的生产瓶颈、何时量产以及应用场景需求等也是从业人士最为关心的问 题。 目前来看，特斯拉、亿纬锂能是站在大圆柱电池产业化第一梯队的两家企业。可以说，他们看好大圆柱的底层逻辑、产品生产工艺标准、商业 合作进度等影响着整个产业链商业化进程。 近期，亿纬锂能通过多个平台表明其对大圆柱应用在新能源汽车上的决心，对外披露了其产品技术优势、与宝马等车企的合作细节以及关键的 量产进展。 01 他认为，电池的多样性是限制电动汽车发展的一个重要瓶颈。而大圆柱电池在标准化方面与汽车工业的效率要求高度契合，制造效率可达方形 电池的十倍，且生产时间减半。 其次，大圆柱电池固定的尺寸可通过更换内部化学体系实现 "原位升级"。同一尺寸，可适配纯电、插混、增程多类型，适配高压、低压多场 景，通过电芯材料的升级，实现不同续航里程和性能指标的覆盖，能大幅缩短研发周期并降低成本。 结构上，其 "零膨胀"特性避免了方形电池常见的膨胀问题及其带来的复杂应力管理，提升了电池包的长期可靠性。 在安全性方面，亿纬锂能强调大圆柱电池的钢壳强度是方形电池的 5.6倍，叠加优化的结构设计，将实现电 ...

其次，大圆柱电池固定的物理尺寸允许通过更换内部化学体系实现 " 原位升级 " ，灵活满足不同 车型对续航、快充和功率的需求，据称能大幅缩短研发周期并降低成本。 结构上，其 " 零膨胀 " 特性避免了方形电池常见的膨胀问题及其带来的复杂应力管理，提升了电 池包的长期可靠性。 在安全性方面，亿纬锂能强调大圆柱电池的高强度钢壳和优化的结构设计提供了 " 本征安全 " 优 势，能更好地应对底部碰撞风险，并通过定向泄压等技术有效抑制热失控蔓延。 江吉兵透露，亿纬锂能作为国内首家量产大圆柱的企业，已累计配套超 5 万台车，保持零安全事 故记录，宝马即将推出的新世代车型也将搭载其产品。 这些战略层面的论述，正通过具体的商业和技术进展得到支撑。亿纬锂能已确认将向宝马供应两款 定制化大圆柱电池：注重长续航的 DTE 型号和侧重超快充的 DTP 型号，均采用三元正极材料。 摘要 披露与宝马合作关键进展。 亿纬锂能正积极推动大圆柱电池成为新能源汽车的 " 最优解 " ，并于近期通过高管演讲和媒体沟 通，披露了其技术优势、与宝马等车企的合作细节以及关键的量产进展。 在中国电动汽车百人会论坛（ 202 5 ）上，亿纬锂能副总裁江吉兵系 ...