2026（第6届）起点锂电两轮车换电大会暨轻型动力电池鲁班奖颁奖典礼 2026年4月10日 深圳 一、活动组织架构 04.10 活动名称： 2026（第6届）起点锂电两轮车换电大会暨轻型动力电池鲁班奖颁奖典礼 活动主题： 共塑轻型动力新篇章 智领两轮换电新未来 二、大会议程 04.10 | | 2026 (第 6 届) 起点锂电两轮车换电大会 | | --- | --- | | | 暨轻型动力电池鲁班奖颁奖典礼 | | 日期时间 | 议程安排 | | ４月 10日 | 议题 | | 上午 09:00-9:30 | > 论坛开幕式 | | | V 2026 轻型动力电池鲁班奖颁奖典礼 | | 上午 09:30-12:00 | 换电及电池技术专场 | | 聚焦议题 | V 起点研究院-《2026 中国轻型动力/两轮车换电 TOP20 排行榜及行业白皮书发布》 | | | V 软包电池在两轮车换电应用新风向 | | | V 高倍率电池技术在换电领域的发展趋势 | | | V 车+柜+电一体化解决方案及协同创新 | 活动规模： 400+企业600+嘉宾 举办时间： 2026年4月10日 举办地点： 深圳 | V | ...

Core Viewpoint - CATL is aggressively investing over 10 billion in its battery swapping business, aiming to establish a new growth curve amidst challenges in traditional battery sales and competition in the energy storage sector [1][12][13]. Group 1: Business Performance and Strategy - CATL's energy storage battery shipments are growing rapidly, surpassing the growth of its power battery business in 2024, leading to a 15% year-on-year increase in net profit despite a slight revenue decline [1]. - The company is diversifying its business by developing battery swapping services and exploring new markets such as aviation and maritime [6][14]. - CATL's battery swapping business is being spearheaded by its subsidiaries, Times Electric and Times Qiji, which are rapidly building battery swapping stations [8][10]. Group 2: Investment and Financial Implications - To achieve its annual goals of building 1,000 chocolate battery swapping stations and 300 Qiji stations, CATL is preparing to invest approximately 3 billion yuan, with total investments expected to exceed 10 billion yuan by 2025 [11][12][13]. - Despite having over 300 billion yuan in cash, the significant capital investment reflects CATL's commitment to the success of its battery swapping business [13]. Group 3: Competitive Landscape and Challenges - The battery swapping industry faces intense competition, which could impact battery prices even if market share remains stable [4]. - CATL's entry into the battery swapping market is seen as a potential game-changer, with expectations that it will reshape the industry landscape and create new opportunities in the transportation sector [72][75]. Group 4: Technological Advancements and User Experience - CATL is focusing on improving the user experience and operational efficiency of its battery swapping stations, with a goal of achieving a 99.995% success rate in battery swaps [41][42]. - The company is leveraging its expertise in battery technology to enhance the longevity and performance of its batteries, which can achieve up to 12 years and 6,000 cycles [16]. Group 5: Future Outlook and Industry Impact - CATL aims to establish a comprehensive ecosystem around its battery swapping services, potentially transforming energy consumption patterns and creating significant commercial opportunities beyond just battery manufacturing [85][86]. - The company's ambitious goals include capturing a significant share of the market by 2030, with a vision of achieving a balanced distribution among battery swapping, home charging, and public charging stations [86][87].

Group 1 - Toyota Motor Corporation and Sheneng Co., Ltd. have officially signed a strategic cooperation agreement [1] - The collaboration aims to explore the cascading utilization of Toyota's nickel-hydrogen batteries in energy storage scenarios [1] - The focus will be on developing the application value of these batteries in the field of power frequency regulation [1]

Battery - CATL partners with Baidu to enhance autonomous driving and digital intelligence [1] - In 2024, China's lithium-ion battery production is expected to exceed 1170 GWh, a 24% year-on-year increase, with total industry output value surpassing 1.2 trillion yuan [2] - NIO collaborates with German DKE to draft industry standards for battery swapping systems [3] - CATL's 25 GWh power battery project is set to commence production in August [4][5] - Jiangsu Yasun's 20,000 tons/year battery recycling project has been approved, with an estimated annual revenue of 385 million yuan [11] Materials - Idemitsu Kosan plans to build a lithium sulfide production facility with an annual capacity of 1000 tons, supporting solid-state battery commercialization [8] Overseas - LeydenJar develops a 100% silicon anode battery with a capacity retention of 70% after 700 charge-discharge cycles, aiming to reduce production costs significantly by 2027 [12][13]