202 6（第二届） 起点锂电圆柱电池技术论坛 暨圆柱电池 20强排行榜发布会 ——全极耳技术跃升 大圆柱市场领航—— 202 6 年 4 月 10 日 深圳 一、活动组织架构及行业背景 ——行业背景—— 1、2025年大圆柱电池和全极耳电池市场爆发，根据起点研究院SPIR统计，2025年中国圆柱电池出货量增长超过15%，其中大圆柱电池增速超 过40%，亿纬锂能、多氟多新能源、鹏辉能源、新能安、创明新能源、小鲁锂电、蓝京新能源、利维能、 时代联合 、 中比 等头部大圆柱电池企 业产能供不应求，预计 2026年圆柱电池将继续保持高速增长； 2、32、40、46、60等大圆柱系列产品在轻型动力、电动两三轮车、铅改锂、便携式及户用储能、两轮车及换电、无人机及EVTOL、汽车动力等 领域快速放量； 3、全极耳、高镍、硅碳、钠电等技术与圆柱电池结合产生新的增长点和市场空间； 4、起点研究院（SPIR）2026中国圆柱电池综合竞争力排行榜20强权威发布（覆盖圆柱电池电芯、设备、材料等关键环节）为行业做采购参考； 5、2026年行业首届聚集圆柱电池的技术高峰论坛，圆柱电池前沿技术、工艺、材料深度探讨和思维碰撞。 活动名称： ...

2025年中国圆柱电池市场迎来爆发式增长，大圆柱电池增速超40%，全极耳、高镍、硅碳等技术融合创新，为行业打开全新增长空间；2026 年，圆柱电池赛道持续高歌猛进，32、40、46、60 等大圆柱系列产品在动力、储能、消费电子等多领域快速放量，产业发展迎来新的黄金机 遇。 在此行业风口下， 2026（第二届）起点锂电圆柱电池技术论坛暨圆柱电池 20强排行榜发布会 将于 4月10日 在 深圳宝安维纳斯皇家酒店 重磅 启幕！ 本次盛会由起点锂电、起点研究院（SPIR）联合主办，以 "全极耳技术跃升 大圆柱市场领航" 为主题，汇聚600+行业精英，聚焦圆柱 电池前沿技术、工艺材料、市场应用与产业生态，打造一场专属圆柱电池赛道的顶级技术交流与资源对接盛宴。 作为2026年行业首届聚焦圆柱电池的技术高峰论坛，本次论坛重磅设置三大核心专场，从技术应用、新材料新工艺到全极耳大圆柱电池技术创 新，层层深入探讨产业核心议题。 圆柱电池技术与应用专场 将发布《2026中国圆柱电池白皮书》及权威的圆柱电池20强综合竞争力排行榜，深度解析高功率、高比能圆柱电池技 术发展，以及 40 系列、车规级大圆柱电池在储能、电动两轮车、汽车动力 ...

Core Viewpoint - The company expects to achieve a net profit attributable to shareholders of approximately 59 million yuan in 2025, marking a turnaround from losses in the previous year [1][2]. Group 1: Financial Performance - The company has released a performance forecast indicating a projected net profit of about 59 million yuan for 2025, with a net profit of approximately 41 million yuan after excluding non-recurring gains and losses, representing a year-on-year turnaround [2]. - The financial data provided is preliminary and will be confirmed in the audited annual report for 2025 [2]. Group 2: Capital Increase - The company plans to issue A-shares to specific investors, aiming to raise no more than 650 million yuan for projects including the intelligent manufacturing of large cylindrical batteries [3]. - The application for this capital increase has been accepted by the Shanghai Stock Exchange as of January 30, 2026, but it still requires approval from the exchange and registration with the China Securities Regulatory Commission, introducing uncertainty regarding final approval and timing [3]. Group 3: Business Operations - The company has made progress in the electric motorcycle and two-wheeler battery swap business, as well as in the recovery of the European market [4]. - However, the capital increase project faces challenges related to capacity digestion, necessitating attention to changes in downstream demand [4]. - The company has recovered 40.75 million yuan from previous payment disputes through mediation, with an outstanding amount of 18.45 million yuan still to be collected [4].

Industry Background - The market for large cylindrical batteries and all-tab batteries is expected to explode by 2025, with China's cylindrical battery shipments projected to grow by over 15%, and large cylindrical batteries expected to exceed 40% growth. Major companies like EVE Energy, Molicel, and others are facing supply shortages [3] - The 32, 40, 46, and 60 series large cylindrical products are rapidly expanding in various sectors including lightweight power, electric two- and three-wheelers, portable and home energy storage, and automotive power [3] - New growth points and market spaces are emerging from the integration of technologies such as all-tab, high nickel, silicon-carbon, and sodium batteries with cylindrical batteries [3] Event Overview - The 2026 (Second) Qidian Lithium Battery Cylindrical Battery Technology Forum and the release of the Top 20 Rankings for Cylindrical Batteries will take place on April 10, 2026, in Shenzhen [6] - The event will feature discussions on cutting-edge technologies, processes, and materials related to cylindrical batteries, providing a platform for industry leaders to share insights [3][6] Conference Agenda - The forum will include sessions on high-power cylindrical battery technology, innovations in household and portable energy storage, and the development trends of automotive-grade large cylindrical batteries [7][8] - Roundtable discussions will focus on overcoming barriers to overseas market entry and identifying emerging application markets for rapidly growing cylindrical batteries [7][8] Participating Companies - Notable cylindrical battery companies expected to attend include EVE Energy, CATL, BYD, and LG Energy, among others. The event will also attract downstream application companies and equipment manufacturers [10]

Group 1 - The core viewpoint of the article highlights the explosive growth of the large cylindrical battery and all-tab technology market, with a projected increase of over 15% in China's cylindrical battery shipments by 2025, and a growth rate exceeding 40% for large cylindrical batteries [3] - Major companies in the large cylindrical battery sector, such as EVE Energy, Molicel, and others, are expected to face supply shortages due to high demand, indicating a robust market outlook for 2026 [3] - The article emphasizes the rapid adoption of large cylindrical battery products in various applications, including lightweight power, electric two- and three-wheelers, portable and home energy storage, and automotive power [3] Group 2 - The event, organized by Qidian Lithium Battery and Qidian Research Institute (SPIR), aims to discuss cutting-edge technologies, processes, and materials related to cylindrical batteries, showcasing the industry's advancements [6][7] - The agenda includes sessions on high-power cylindrical battery technology, innovations in household and portable energy storage, and the development of next-generation large cylindrical batteries [7][8] - A comprehensive ranking of the top 20 companies in the cylindrical battery sector will be released, providing valuable procurement references for the industry [3][8] Group 3 - The forum will feature discussions on the integration of new technologies such as all-tab, high nickel, silicon-carbon, and sodium batteries with cylindrical batteries, creating new growth points and market opportunities [3] - The event is expected to attract over 600 participants, including leading companies in the cylindrical battery sector, downstream application enterprises, and equipment manufacturers [6][10] - The forum will also address challenges and innovations in the manufacturing of large cylindrical batteries, including cost-performance balance and the industrialization of new materials [8][9]

Group 1 - The core viewpoint of the article emphasizes the explosive growth of the large cylindrical battery and all-tab technology market by 2025, with a projected increase in China's cylindrical battery shipments exceeding 15%, and large cylindrical batteries growing over 40% [3] - Major companies in the large cylindrical battery sector, such as EVE Energy, Molicel, and Penghui Energy, are expected to face supply shortages due to high demand, indicating a robust market outlook for 2026 [3] - The article highlights the rapid adoption of large cylindrical battery products in various applications, including lightweight power, electric two- and three-wheelers, portable and home energy storage, and automotive power [3] Group 2 - The event, organized by Qidian Lithium Battery and Qidian Research Institute (SPIR), aims to discuss cutting-edge technologies, processes, and materials related to cylindrical batteries, showcasing the industry's competitive landscape through a comprehensive ranking of the top 20 companies [3][6] - The agenda includes sessions on high-power cylindrical battery technology, innovations in household and portable energy storage, and the development trends of automotive-grade large cylindrical batteries [7][8] - The forum will feature discussions on the balance between cost and performance in new materials and processes, as well as the competitive speed of industrialization for new materials in large cylindrical batteries [8]

Event Overview - The 2026 (6th) Qidian Lithium Battery Two-Wheeled Vehicle Battery Swap Conference and the Luban Award Ceremony for Lightweight Power Batteries will be held on July 16, 2026, in Shenzhen [2][3] - The theme of the event is "Co-creating a New Chapter in Lightweight Power and Leading the Future of Two-Wheeled Battery Swapping" [2] Agenda Highlights - The conference will include discussions on innovative business models for battery swapping, lifecycle management of two-wheeled vehicle batteries, and connector technology trends [4] - Specialized sessions will focus on electric motorcycles and battery technology, including applications of lithium iron phosphate cylindrical batteries and safety design standards [4] - A dedicated session for electric bicycles will cover topics such as the application of full-tab cylindrical batteries and the development trends of battery technology under new national standards [4] Participating Companies - Over 100 electric two-wheeled vehicle and battery swap operation companies are expected to attend, including major players like Yadea, Aima, and Niu Technologies [5] - More than 150 lightweight power and battery swap battery companies will participate, including companies like EVE Energy, BYD, and CATL [5][6] - Additional participation from over 30 battery management system (BMS) companies and various battery material and equipment manufacturers [6] Registration Information - Three registration options are available: SVIP at 3188 RMB, VIP at 2188 RMB, and a free option with promotional requirements [8] - The registration deadline is June 30, 2026, and on-site registration will not be accepted [8] Additional Services - Attendees will receive benefits such as a 2026 two-wheeled vehicle and battery swap industry chain map, self-service lunch, and access to the latest industry summary presentations [9]

Event Overview - The 2026 (6th) Qidian Lithium Battery Two-Wheeled Vehicle Battery Swap Conference and the Luban Award Ceremony for Lightweight Power Batteries will be held on April 10, 2026, in Shenzhen [2][4] - The theme of the event is "Co-creating a New Chapter in Lightweight Power and Leading the Future of Two-Wheeled Battery Swapping" [2] Agenda Highlights - The conference will feature a forum opening ceremony and the Luban Award ceremony for lightweight power batteries [3] - Key topics include the release of the "2026 China Lightweight Power/Two-Wheeled Vehicle Battery Swap TOP20 Ranking and Industry White Paper" and discussions on battery technology trends [3][5] - Afternoon sessions will focus on electric motorcycles and bicycles, covering topics such as lithium iron phosphate cylindrical batteries, fast charging, and battery safety design [5] Participation Scale - The event is expected to host over 400 companies and 600 guests, including major players in the electric two-wheeled vehicle and battery swap sectors [4][6] - Notable participating companies include Yadi, Aima, and Niu Technologies, among others [6] Registration Details - Various registration options are available, including SVIP for 3188 RMB, VIP for 2188 RMB, and a free option with promotional requirements [9] - Registration deadline is March 31, 2026, with no on-site registration allowed [9]

Core Viewpoint - The 2025 (10th) Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony was held in Shenzhen, focusing on the future of the lithium battery industry and technological breakthroughs [3] Group 1: Event Highlights - Over 800 guests gathered to discuss more than 40 hot topics related to lithium batteries and industry trends [3] - Gao Shaomang, Vice President of the New Energy Research Institute at DLF, delivered a speech on the advantages of all-tab cylindrical batteries, highlighting their safety, thermal stability, and cost-effectiveness [5] Group 2: Technological Innovations - The all-tab cylindrical battery boasts a manufacturing cost lower than that of square batteries, with a production line yield exceeding 98% for the third-generation products [5] - This battery type is suitable for various applications, including passenger cars, light vehicles, start-stop power sources, and home storage, with system integration costs reduced by 5%-8% compared to square batteries [5] Group 3: Company Achievements - DLF received the "2025 Annual Lithium Battery Industry Star Product Award" and the "2025 Annual Lithium Battery Cell Technology Innovation Award," reflecting its strong market influence and competitive edge [5] - The company plans to leverage its fluorine-based material advantages to establish a complete industrial chain from new materials to lithium batteries, with future collaborations in Southeast Asia through technology licensing [6] Group 4: Future Plans - DLF aims to increase R&D investment and optimize product performance, contributing to the high-quality development of the global new energy industry [6]

Core Viewpoint - The large cylindrical battery is positioned as a leading choice in the industry, showcasing significant advantages in safety and economic efficiency, with a projected shipment volume of 10 GWh by 2025 for the company, leading the market development [1][3]. Group 1: Technology and Market Trends - The evolution of large cylindrical batteries began with the 18450 model, advancing to the 21700, and the introduction of the 4680 full-tab battery by Tesla in 2020, culminating in a total shipment volume of 100 GWh, with lithium iron phosphate contributing 50 GWh [3]. - From 2020 to 2025, the shipment volume of lithium iron phosphate large cylindrical batteries is expected to grow from 0.5 GWh to 60 GWh, with an annual growth rate exceeding 400% [3]. - The company aims to enhance battery performance through technological integration, improving thermal stability, reducing manufacturing costs, and ensuring long life [3][5]. Group 2: Manufacturing and Cost Efficiency - The manufacturing process of large cylindrical batteries is optimized for reliability, with a focus on reducing risks associated with cutting and dust contamination, which can lead to short circuits [5]. - The cost of manufacturing cylindrical batteries is currently between 0.025 to 0.03 per GWh, making it the most cost-effective option in the industry [5]. - The company has achieved a production yield exceeding 98% over a six-month period, reflecting improvements in manufacturing efficiency [7]. Group 3: Application and Market Expansion - The large cylindrical batteries are versatile, suitable for various applications including passenger vehicles (EVs and PHEVs), with compatibility for 15 different vehicle models [9]. - The new national standards require batteries to last at least 10 years or 250,000 kilometers, with a minimum of 80% capacity retention after 3,000 cycles [10]. - The company is expanding its product offerings to include home storage and portable power solutions, with specific models designed for outdoor use [11]. Group 4: Future Market Outlook - The global market for large cylindrical batteries is projected to exceed 50 billion by 2025 and reach 200 billion by 2027 [16]. - The company operates with a strategic focus on developing new materials and orderly growth in lithium batteries, with production bases established both domestically and internationally [19]. - The company aims to become the number one provider of full-tab large cylindrical batteries in the market [21].