起点研究院 SPIR数据统计 2025 前三季度 中国两轮车锂电池 PACK 出货量为 1204 万组，同比增长 28.3%，增长原因有： ①C端领域车企 推陈出新，九号、小牛等企业增长迅猛，新国标政策9月1号正式实施，1 1 月 30号后不得在售卖老旧车型，车企推出促销活动，推动锂电两轮 车出货增长；②共享领域持续增长，哈啰、青桔等新增多个城市投放点叠加共享电单车电池替换的节点期，推动新能安、博力威等企业共享领域 锂电池出货增长；③换电领域国内前三季度出现外卖"大战"情况，小哈、铁塔等头部运营商在区域内新增多个换电柜投放点，并拓展多个 城市 投放点 投放换电柜，以及海外南非区域换电市场有所增长 ； ④海外出口增长，欧洲及印度等区域增长，东南亚区域小幅微增。 起点研究院 SPIR数据显示 2025 前三季度 中国两轮车锂电池 PACK 国外出口 约 320 万组，同比增长 12.3 % 。 其中欧美市场两轮车电池 需求稳中有升；东南亚（综合不足 10%）、印度（不足 10% ）、非洲（待开发状态）市场目前以 "燃油"两轮车为主，锂电渗透率较低，中长 期潜在需求广阔，东南亚成为国内企业海外基地重点布局区域。 起 ...

Group 1 - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will be held from November 6-8, 2025, in Guangzhou, with over 200 exhibitors and 20,000 professional attendees expected [1] - The event will feature the first batch of exhibitors and sponsors, including companies like Jin Na Technology, Ru Tian Technology, and Rong Jie Energy [1] - The conference aims to promote the solid-state battery industry and recognize outstanding contributions through the 2025 Qidian Solid-State Battery Golden Ding Award ceremony [1] Group 2 - The Chuangming cylindrical lithium battery project, with a total investment of 5 billion yuan, is being constructed in Yantai, Shandong, covering an area of approximately 350 acres [2] - The project includes the establishment of a fully automated cylindrical lithium battery production line and aims to serve as a northern battery base for Chuangming New Energy [2] - The project is expected to enhance the local lithium battery industry and create synergies with other bases in Southwest China [2] Group 3 - Chuangming New Energy has maintained its position in the top tier of the 32 series cylindrical battery market, being a pioneer in high-capacity cylindrical batteries [3][6] - The company has achieved seven capacity breakthroughs and is actively expanding its product range, including large cylindrical batteries and sodium batteries [6] - The 32 series cylindrical battery products are designed for various applications, including small-scale energy storage and smart home devices, with significant market demand [6][7] Group 4 - The global cylindrical battery shipments are projected to reach 151.2 GWh in 2024, representing a 24% year-on-year increase, with Chuangming New Energy ranking tenth in overall shipments [7] - The company is positioned eighth in the large cylindrical battery segment, indicating strong market presence and growth potential [7] Group 5 - Major players in the lithium battery market, including CATL, BYD, and Xinwanda, are investing over 100 billion yuan in Shandong, contributing to the local lithium battery industry's growth [8][14] - CATL has established a comprehensive industrial chain in Shandong, with a planned capacity of 160 GWh across multiple locations [9][10] - BYD's investment in Yantai includes a 560 billion yuan project for a new energy power industry park, which will significantly enhance local production capabilities [12][14]

Core Insights - The report highlights a steady growth in the national electrification rate, projected to reach approximately 35% by 2030, with an annual increase of about 1 percentage point [6] - The construction of "vehicle-road-cloud integration" pilot cities is accelerating, with companies rapidly expanding their layouts, indicating potential investment opportunities in related stocks [7] - The semiconductor and AI sectors are experiencing significant advancements, with companies like Zhongtai Co. and Guokewi planning to enhance their product offerings in AI chips and battery technologies [8] Domestic Financial Market - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index rose by 1.80% to 13356.14, indicating a positive market sentiment [4] - The market saw a total trading volume of 2.33 trillion, a decrease of 167.6 billion from the previous trading day, suggesting a slight contraction in trading activity [9] Industry Developments - Six departments have prohibited the addition of new cement clinker and flat glass production capacity, requiring new projects to develop capacity replacement plans, which may impact related industries [6] - The "AI investment advisory brokerage" is nearing realization, with advancements in platforms like "Xiangcai + Dazhihui," indicating a shift towards AI-driven financial services [7] Company Focus - Zhongtai Co. is expected to achieve a net profit of 325 million to 355 million, representing a year-on-year growth of 71.36% to 87.19% by the third quarter of 2025 [8] - Guokewi plans to develop a full range of vehicle-mounted AI chips over the next three years, indicating a strong focus on innovation in the automotive sector [8] - The company Qiaocheng Ultrasonic has made progress in advanced semiconductor packaging, receiving formal orders for its products, which may enhance its market position [8]

Core Viewpoint - The company, Weilan Lithium (002245), specializes in the production of cylindrical lithium batteries, which are primarily used in various applications such as power tools, cleaning appliances, electric motorcycles, robots/dogs, and BBU [1] Group 1 - The company produces cylindrical lithium battery products [1] - The main applications of these products include electric tools, cleaning appliances, electric motorcycles, robots/dogs, and BBU [1]

Group 1 - The company, Weilan Lithium, confirmed that its lithium battery products are cylindrical lithium batteries and that its research and development focus is primarily on small power systems [2]

Core Viewpoint - The company primarily produces cylindrical lithium batteries, which are mainly used in various applications such as power tools, cleaning appliances, electric motorcycles, robots/dogs, and BBU [1] Group 1 - The company confirmed that it manufactures cylindrical lithium battery products [1] - Key application areas for the company's products include electric tools, cleaning appliances, electric motorcycles, robots/dogs, and BBU [1] - The company was asked about the revenue proportion from energy storage battery cells, but no specific percentage was provided in the response [1]

Group 1 - The company, Weilan Lithium Core (002245), stated on August 27 that it does not supply terminal manufacturers directly in the BBU battery field [1] - The company specializes in the manufacturing of cylindrical lithium batteries and does not engage in the entire power system [1]

图：新日股份 副总经理/总工程师 雷宝荣 以下是速记整理内容： 各位电池生产商、材料商，以及各个制造商设备最后的用户，是电动车。电动车行业分汽车、电动车、三轮车、低速车等，我今天要讲的是， 电动车对电池、材料、零部件、制造工艺、制造设备等各方面的要求，所有环节组合起来，才使得用户得到良好、稳定的产品。 我从几方面来分享。 做锂电池我不是专业的，但是我用锂电池很长的时间。我加入电动车行业有24年，用锂电池、铅酸电池、镍氢电池等。锂电池也是在2010年 以后才开始慢慢应用到电动车上，因为2019年，国标对电动车的重量有所限制，倒逼电动车行业选用了锂电池。 2月28日，以"聚集新技术 探索新工艺"为主题的行业首届圆柱电池技术——2025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，在 深圳宝安登喜路国际酒店正式举办，现场超200+圆柱电芯及应用、300+电池材料设备配套企业齐聚盛会，携手共探新发展，共创新机遇。 在圆柱电池材料体系创新与应用专场环节， 新日股份 副总经理/总工程师 雷宝荣发表了《圆柱锂电池在电动车上的应用趋势》主题演讲。 通过国家的政策支持，包括客户的不断应用，锂电池发展得最快。这几年，锂电 ...

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