Core Viewpoint - The active demand in the large cylindrical battery terminal market is driving technological iteration and the maturity of production processes [3][10]. Group 1: Market Trends and Projections - By 2025, the industrialization and commercialization of large cylindrical batteries will accelerate, with increasing penetration in the passenger car market due to advantages in energy density, fast charging, and safety [4]. - The demand for large cylindrical batteries is expected to explode as they expand into various applications, including energy storage, eVTOL, lightweight power, and more [5][6]. - High-tech research predicts that by 2030, the shipment volume of cylindrical batteries in China will exceed 400 GWh, with a compound annual growth rate of over 50.1% from 2023 to 2030 [5]. Group 2: Technological Advancements and Collaborations - The project initiated by Yifei Laser aims to enhance the mass production process and equipment level of large cylindrical batteries through collaborative innovation among government, industry, academia, and research [6][10]. - The focus of the project is on the laser welding of full-tab cylindrical batteries, addressing challenges such as high-reflectivity materials and precise temperature control during welding [6]. - Yifei Laser has made significant breakthroughs in key processes and technologies for full-tab cylindrical batteries, achieving mass production with a yield of thousands of parts per million (ppm) [5][10]. Group 3: Industry Collaborations and Equipment Development - Yifei Laser has launched a series of equipment for assembling full-tab cylindrical battery cells, which are favored by leading battery manufacturers and automotive companies due to their high efficiency and yield [8]. - The company has provided professional and efficient technical verification and engineering services to over 170 universities, research institutes, and industry chain enterprises, effectively addressing key bottlenecks in technology transfer [10].

Core Viewpoint - The large cylindrical battery has entered the stage of large-scale production, with significant growth expected in the coming years, driven by increasing demand from major battery manufacturers [2][8]. Group 1: Market Growth and Production - In 2024, China's shipment of large cylindrical lithium batteries (diameter over 30mm) is projected to reach 24.96 GWh, with an expected shipment of over 180 GWh by 2030, indicating a compound annual growth rate of 38.6% over the next six years [2]. - Major battery companies, including CATL and LG Energy, are entering the market, leading to new demands for production processes and manufacturing equipment to meet high-efficiency and high-quality production standards [2]. Group 2: Project Initiatives - A significant technology project led by Yifei Laser, supported by the Wuhan municipal government, aims to optimize the core processes of large cylindrical batteries, focusing on precision laser welding technology [3][6]. - The project involves collaboration with leading battery companies and research institutions, addressing challenges in the welding process, such as high-reflective materials and precise temperature control [3][6]. Group 3: Technological Advancements - The project will utilize an integrated innovation platform for research and development, focusing on core components, equipment integration, and production line applications [6]. - Yifei Laser is leading the development of laser shaping devices and precision welding techniques, while other participating companies will validate processes and equipment on production lines [6][7]. Group 4: Industry Leadership and Achievements - Companies involved in the project, such as EVE Energy, have demonstrated significant technological advancements, with EVE's cylindrical batteries already in mass production for various vehicle models [7]. - Yifei Laser has achieved breakthroughs in key processes and technologies, becoming a preferred choice for many leading battery manufacturers, with production efficiency exceeding 360 PPM [7][8]. Group 5: Strategic Importance - The project aims to enhance China's independent innovation capabilities in high-end equipment for large cylindrical batteries, promoting industry chain upgrades and standardization, which is crucial for maintaining a competitive edge in the global new energy battery market [8].

ST逸飞（688646.SH）8月19日在投资者互动平台表示，公司自主创新核心技术，率先突破圆柱全极耳 电池制造工艺与装备技术难题，推出圆柱全极耳电芯装配系列设备，具备高精度、高效率、高良率、高 智能化等特征，适用于直径18-80mm圆柱全极耳电池的量产应用，入选了国家级制造业单项冠军产品， 整体技术水平行业领先。截至2025年6月末，公司在圆柱全极耳电池制造工艺与装备技术方面布局相关 专利420余项，其中已授权发明专利50余项。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：特斯拉4680电池、宝马新世代车型全部押注46圆柱电 池，请问贵公司的大圆柱电池技术储备如何？ ...