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； 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 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： ...

一、活动组织架构 07.16 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 07.16 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7月16日 深圳 换电BMS企业30+： 明唐新能源、菲尼基、力通威、天邦达、 铁骑科技BMS 等 换电柜企业30+： 盾创科技、博观科技、菲尼基、比特安、小安科技、 铁骑科技等 电池材料、结构件及设备企业等100+企业。 其他参会单位： 检测认证机构、投资机构、财经媒体等。 主办单位： 起点锂电、起点两轮车及换电、起点研究 活动规模： 600+ 举办时间： 2026年7月16日 举办地点： 深圳宝安皇家维纳斯酒店3楼维纳斯厅 | | V 换电商业模式创新：可持续盈利路径探索 | | --- | --- | | | > 两轮车换电电池全生命周期管理与梯次利用策略 | | | > 两轮车换电连接器技术发展趋势 | | | 圆桌讨论：下一代两轮车换电及电池技术发展路径 | | 下午 13:30-15:00 | 电动摩托车及电池技术专场 | | 聚焦 ...

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 主办单位： 起点锂电、起点两轮车及换电、起点研究 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： 2 ...

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].

Core Viewpoint - The manufacturing capability of all-tab cylindrical batteries and the efficiency of AI-driven R&D will become important metrics for measuring a company's long-term value [2][14]. Investment Projects - The company plans to raise no more than 650 million yuan, with over 70% allocated to the intelligent manufacturing project of all-tab cylindrical batteries, and a specific allocation for AI-driven R&D projects [2][3]. - The total investment for the all-tab cylindrical battery intelligent manufacturing project is approximately 51.93 million yuan, with 46.29 million yuan from the raised funds [3]. - The AI-driven reliability analysis and R&D enhancement project has a total investment of about 5.21 million yuan, with 4.71 million yuan from the raised funds [3]. Market Trends - The demand for cylindrical batteries is expected to explode in emerging fields such as eVTOL aircraft and humanoid robots over the next five years, with cylindrical batteries becoming the "core engine" due to their high safety and compatibility [3]. - In 2024, the shipment growth rate of cylindrical batteries in portable energy storage and household energy storage is projected to exceed 100%, with a growth rate of 150% in the two-wheeler sector [4][5]. Competitive Landscape - Major players are racing to capture market share, with CATL planning to build 20 GWh of cylindrical battery capacity in two factories in Central Europe to support BMW [7][8]. - EVE Energy has disclosed that its 46-series cylindrical batteries have secured customer intention orders totaling approximately 472.31 GWh for the next five years [9]. - Start-up Yunshan Power has launched its 1.5 GWh cylindrical all-tab battery production line and plans to initiate a second phase of construction within the year [10]. R&D and Innovation - The company has allocated 47.07 million yuan for AI R&D projects, aiming to drive deeper industry transformation [11]. - Various participants are choosing different paths for AI integration, such as establishing joint laboratories and focusing on AI4S innovations [13]. - The company's fundraising is seen as a breakthrough in its boundaries and a reflection of the industry's technological transformation [11].

Core Insights - The lithium battery industry in China has grown from less than 100 billion to a trillion-dollar market over the past decade, with the number of listed companies increasing from dozens to hundreds, leading the global market [4] - The industry is entering a new cycle characterized by both opportunities and challenges, with a significant increase in the penetration rate of new energy passenger vehicles exceeding 50% and a storage market growth rate of 70%-80% this year [4] - Challenges include rising raw material prices, supply chain management, cost transmission, and a focus on overseas strategies [4] Group 1: Industry Trends - The overall trend in the new energy industry is described as "new, large, and diverse," with innovations in technology, ecology, and market structure [4] - The industry is witnessing an expansion in product scale, an influx of major players, and accelerated industry consolidation [4] - The lithium battery supply chain is expected to continue concentrating [4] Group 2: Market Opportunities - The small power and small storage sectors are experiencing significant growth, particularly in emerging markets such as low-altitude economy and intelligent robotics [9] - The small storage market accounts for approximately 20%-30% of the total, demanding higher battery performance, such as long endurance and high voltage [9] - The new national standards are expected to create opportunities for responsible companies in the industry [9] Group 3: Technological Innovations - The development of large cylindrical batteries is highlighted, with a projected global shipment of 100 GWh by 2025, particularly in iron-lithium cylindrical batteries, which are expected to grow at an annual rate exceeding 400% [12] - Innovations in battery manufacturing processes, such as the introduction of all-tab cylindrical batteries, are enhancing safety and reducing costs [12] - Companies are focusing on digitalization and automation to improve product consistency and reduce costs [9][12] Group 4: Regulatory Environment - The new national standards implemented on December 1 emphasize safety as a primary indicator, requiring batteries to pass puncture and thermal abuse tests [27] - The standards are expected to impact the market significantly, with a shift towards lithium iron phosphate batteries as the preferred choice [27] - The industry faces challenges related to cost pressures, temperature decay, and safety, necessitating enhanced integration across the supply chain [27] Group 5: Future Outlook - The demand for small power batteries is projected to be substantial, with the electric two-wheeler market alone requiring 260 GWh annually [17] - Companies are adapting to the evolving market by developing standardized battery sizes and modular solutions to meet diverse customer needs [17] - The industry is expected to continue its transition towards electrification across various sectors, driven by safety, intelligence, and lifecycle cost advantages [17]

Core Viewpoint - The article discusses the advancements and market potential of large cylindrical batteries, particularly focusing on the all-tab design and its implications for the new energy industry, highlighting significant growth in production and application scenarios [1][2][4]. Group 1: Industry Trends and Market Growth - The large cylindrical battery market is projected to grow significantly, with shipments expected to increase from 0.5 GWh in 2020 to 60 GWh by 2025, reflecting an annual growth rate exceeding 400% [6]. - The global market size for large cylindrical batteries is anticipated to surpass 50 billion by 2025 and reach 200 billion by 2027 [36]. - The demand for large cylindrical batteries is driven by their safety, economic advantages, and compatibility with various applications, including electric vehicles (EVs) and energy storage systems [4][9]. Group 2: Technological Advancements - The all-tab design of large cylindrical batteries enhances reliability and reduces manufacturing costs, with production lines achieving over 98% yield rates [7][12]. - The introduction of the 4680 all-tab battery by Tesla marked a significant technological milestone, leading to increased market adoption and performance improvements [4][6]. - The manufacturing cost for cylindrical batteries is optimized, with processing costs ranging from 0.025 to 0.03 per GWh [6]. Group 3: Application Scenarios - Large cylindrical batteries are being adapted for various applications, including passenger vehicles, home energy storage, and portable power solutions, with specific models designed for different energy capacities [9][28]. - The batteries are designed to meet new national standards, ensuring safety and longevity, with a lifespan of at least 10 years or 250,000 kilometers [10][29]. - The versatility of large cylindrical batteries allows them to be used in light vehicles and battery swapping systems, addressing safety and durability concerns [28][34]. Group 4: Strategic Initiatives - The company is expanding its production capabilities with two domestic and four overseas manufacturing bases, aiming to enhance its market presence [38]. - Future plans include entering the battery recycling sector and collaborating with well-known domestic companies to establish a complete energy recovery and recycling industry chain [40]. - The company is also exploring opportunities in Southeast Asia, leveraging its technological advantages and production capabilities to establish local partnerships [42].

Core Viewpoint - The article discusses the upcoming 18th High-tech Lithium Battery Industry Summit, focusing on the restructuring of the industry chain and the resonance of all-scenario applications in the lithium battery sector. Group 1: Industry Trends - The electrification penetration rate in China has surpassed 50%, initiating a new industrial cycle across the supply chain, with growth driven by sectors such as power markets, shipping, commercial vehicles, humanoid robots, and eVTOL [2]. - The synergy between the power and energy storage industries is expected to drive large-scale development of new energy manufacturing centered around power batteries, while energy storage is crucial for regional energy transformation and achieving carbon neutrality [2]. - The lithium battery industry chain is undergoing structural adjustments, with core material prices rebounding, cell prices stabilizing, and a simultaneous process of capacity clearance and enterprise elimination [2]. Group 2: Technological Advancements - New materials and processes are being rapidly applied, leading to further differentiation in power and energy storage batteries, with performance improvements driving the accelerated application of new materials [2]. - AI4S is promoting the development of new battery materials and systems, indicating a shift towards innovative battery technologies [2]. Group 3: Event Highlights - The summit will gather over 300 influential companies from various segments and more than 1,000 executives from the lithium battery supply chain for technical exchanges and new product showcases [5]. - The event will feature a comprehensive agenda, including keynote speeches, product launches, and discussions on the latest trends and technologies in the lithium battery industry [6][7]. Group 4: Regional Development - Changzhou is positioned to become a leading base in the global new energy industry, leveraging its strong foundation and significant development potential in the new energy sector [3].

Core Viewpoint - The article discusses the upcoming 18th High-tech Lithium Battery Industry Summit, focusing on the restructuring of the industry chain and the resonance of all-scenario applications in the lithium battery sector. Group 1: Industry Trends - The electrification penetration rate in China has surpassed 50%, initiating a new industrial cycle across the supply chain, with growth driven by sectors such as power markets, shipping, commercial vehicles, humanoid robots, and eVTOL [2]. - The synergy between the power and energy storage industries is expected to drive large-scale development of new energy manufacturing centered around power batteries, while energy storage is crucial for regional energy transformation and achieving carbon neutrality [2]. - Structural adjustments in the lithium battery industry chain are evident, with core material prices rebounding from lows, stable cell prices, and an optimization of supply and demand leading to capacity clearance and enterprise elimination [2]. Group 2: Technological Advancements - The application of new materials and processes is accelerating, highlighting the differentiation of power and energy storage batteries, with performance improvements driving the rapid iteration of battery technologies [2]. - New materials such as composite conductive fluids, silicon-based anodes, and novel lithium salts are now poised for large-scale application, supported by AI4S in the development of new battery materials and systems [2]. Group 3: Regional Development - Changzhou is positioned to leverage its strong foundation and significant potential in the new energy sector, aiming to become a leading base for the global new energy industry through market opportunities, technological innovation, and industrial collaboration [3]. Group 4: Summit Highlights - The summit will gather over 300 influential companies from various segments and more than 1,000 executives from the lithium battery supply chain for technical exchanges and new product showcases [5]. - The event will feature a comprehensive agenda, including keynote speeches, industry insights, and product launches, aimed at fostering collaboration and innovation within the lithium battery industry [6][7].