Core Viewpoint - The recent collaboration between China and India in the renewable energy sector, particularly in energy storage, signifies a warming of economic relations between the two countries, despite past tensions and challenges in cooperation [2][3][11]. Group 1: Recent Developments in China-India Cooperation - A memorandum of understanding has been signed between China’s Zhongqi New Energy and India’s IndiGrid for a 5GWh energy storage system, following a previous 1GWh order [2]. - The two countries are focusing on renewable energy cooperation, including solar, wind, and energy storage, as part of India's ambitious goal to achieve carbon neutrality by 2070 [3][11]. - High-level interactions and trade discussions have resumed, including the reopening of border trade routes that were disrupted during the pandemic [5][6]. Group 2: Challenges in Cooperation - Despite the positive developments, there are still significant barriers, including India's protectionist policies and a complex regulatory environment that may hinder foreign investment [3][20][26]. - India's ambitious renewable energy targets, such as achieving 500GW of renewable capacity by 2030, face skepticism due to the country's heavy reliance on coal, which currently accounts for about 70% of its power generation [13][15]. - The instability and unreliability of renewable energy sources in India, along with a significant energy storage gap, pose additional challenges to achieving these targets [15][17]. Group 3: Market Dynamics and Opportunities - The Indian market presents significant opportunities for Chinese companies, particularly in battery manufacturing, where Chinese firms dominate the supply chain [29]. - Despite a decline in solar exports from China to India, Chinese energy storage systems maintain a 90% market share in India due to their cost-effectiveness [30][31]. - The Indian government is actively promoting electric vehicle manufacturing and infrastructure investment, creating a favorable environment for collaboration in the electric mobility sector [32]. Group 4: Strategic Considerations - The need for a balanced approach that combines technology, capital, and localization is crucial for successful collaboration between Chinese and Indian companies [32]. - The Indian government's focus on domestic manufacturing and the "Make in India" initiative may create both opportunities and challenges for foreign investors [20][36]. - The evolving geopolitical landscape, including the recent downturn in US-India relations, may influence India's strategic priorities and its approach to international partnerships [36][37].

总体来看，延迟经济运营商电池供应链尽职调查义务的实施时间主要涉及供应链、认证与法规协调三方 面。 欧盟委员会在提案中提到，当前，电池原材料供应链受地缘政治格局变化影响，钴、天然石墨、锂和镍 等原材料采购面临困境。企业需要更多时间重新规划和调整供应链，以确保符合法规对原材料溯源、环 境等的严格要求。 同时，从第三方认证机制来看，目前仅有半数欧盟成员国完成了指定机构的任命工作。欧洲认证合作组 织尚未制定出电池尽职调查指定机构的认证标准，只能依靠欧盟委员会批准的行业方案。 此外，原法规第94(4)条要求对《企业可持续发展尽职调查指令》(EU)2024/1760进行协调评估，然而由 于该指令后续在2025年2月26日又提出了修订提案，且与原法规的实施时间存在差异，因此需要借助联 合指南来保障法规之间的一致性。 近日，欧盟委员会正式提交提案，计划将《欧盟电池与废电池法规》里规定的经济运营商电池供应链尽 职调查义务实施时间，从原定的2025年8月18日向后推迟两年，新的实施日期定为2027年8月18日。 欧盟委员会指出，这一举措旨在给企业和监管机构留出更充裕时间，以应对诸如供应链调整、第三方认 证机制存在不足以及新法规需 ...

报告发布方：中金企信国际咨询 项目可行性报告&商业计划书专业权威编制服务机构（符合发改委印发项目可行性研究报告编制要求）-中金企信国际咨询：集 13年项目编制服务经验为各类项目立项、投融资、商业合作、贷款、批地、并购&合作、投资决策、产业规划、境外投资、战 略规划、风险评估等提供项目可行性报告&商业计划书编制、设计、规划、咨询等一站式解决方案。助力项目实施落地、提升 项目单位申报项目的通过效率。 （1）锂电池三种主要封装结构：动力电池根据封装形式的不同，主要分为圆柱电池、方形电池和软包电池。三种形态电池中， 圆柱电池以正极、隔膜、负极的一端为轴心进行卷绕，封装在圆柱金属外壳之中；方形电池采用卷绕或叠片工艺制造，不同于 圆柱电池，方形电池卷绕工艺通常有两个轴心，将正极、隔膜、负极叠层围绕着两个轴心进行卷绕，然后以间隙直入方式装入 方形铝壳之中；软包电池是典型的"三明治"层状堆垒结构，由正极片、隔膜、负极片依次层叠起来，外部用铝塑膜包装。圆柱 电池、方形电池和软包电池，三者各有优劣，并有各自的优势应用领域，形成相互补充、相互竞争的市场共存状态。 圆柱、方形、软包电池结构对比分析 从市场规模来看，全球动力电池出货量 ...

Core Viewpoint - The global cylindrical battery market is undergoing a structural transformation driven by technological advancements and increased manufacturing efficiency, leading to a competitive landscape focused on diverse application scenarios [2][25]. Group 1: Market Dynamics - The cylindrical battery market is experiencing a shift, with a decline in shipments for power applications, particularly influenced by changes in Tesla's 21700 model sales, while electric two-wheelers and tools see significant growth [7][8]. - Chinese companies have rapidly increased their market share in cylindrical batteries, surpassing 40% globally in 2024, while Japanese and Korean manufacturers face declines [7][8]. Group 2: Technological Advancements - The adoption of large cylindrical batteries in high-end vehicles, such as BMW's next-generation electric models, marks a significant milestone, showcasing the commercial viability of this technology [3][4]. - The full-tab technology has matured, enhancing manufacturing precision and yield, allowing for rapid charging capabilities that meet market demands for ultra-fast charging [4][5]. Group 3: Competitive Landscape - Companies like EVE Energy, Xinwangda, and others are positioned to capitalize on the growing cylindrical battery market, with a focus on specific application scenarios to gain competitive advantages [6][25]. - The competition is intensifying as firms explore various technical strategies, including the use of lithium iron phosphate (LFP) and lithium manganese iron phosphate (LMFP) chemistries, which are becoming more prevalent in both large and small cylindrical batteries [15][19]. Group 4: Emerging Applications - The electric aviation sector, particularly eVTOL and high-end drone markets, is becoming a new battleground for cylindrical batteries, with a shift from soft-pack batteries to cylindrical designs due to their performance and safety advantages [10][11]. - Companies are developing new cylindrical battery solutions tailored for emerging markets, such as humanoid robots and backup power for AI data centers, indicating a diversification of applications [14][19]. Group 5: Future Outlook - The cylindrical battery market is expected to see significant growth, with projections indicating that large cylindrical batteries will dominate the electric two-wheeler market, potentially replacing smaller cylindrical batteries [21][25]. - The ongoing technological innovations and market demands are likely to reshape the competitive landscape of the cylindrical battery market in the coming years [25].

-广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 随着圆柱电池市场的新一轮活力全面释放，亿纬锂能的圆柱型产品阵容已超过50款，涵盖锂一次和二次电 池技术领域。 目前，全国18条小圆柱电池生产线均已实现满产，最大年产能达到15亿只。 随着成都工厂 和马来西亚工厂的产能全面释放，亿纬锂能的圆柱电池最大年产能将达到23.5亿只，进一步巩固其在全球 市场的地位。 进固态电池群 ，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ 亿纬锂能V圆柱电池销售中心总经理赵建指出，此次合作是公司"CREATE碳中和行动计划"的重要实践， 通过为欧洲高端物流装备提供零碳动力解决方案，双方将共同构建涵盖技术研发、智能制造、循环回收的 产业生态，推动锂电池全生命周期碳足迹管理。 此次战略合作的达成，标志着亿纬锂能锂电池技术进入欧洲物流车辆规模化应用新阶段。依托本土化技术 适配与供应链体系整合，亿纬锂能21700圆柱电池将为欧洲工业车辆电动化转型提供更完善的能源解决方 案，助力物流运输领域低碳可持续发展。 据了解，3月24日，亿 ...

◆ 电池 ◆ 恩力动力与美国车企 亿纬锂能与德国KBS 签署圆柱电池战略协议 01 4月10日，惠州亿纬锂能股份有限公司与KION Battery Systems GmbH正式签署战略合作协 议。根据协议，亿纬锂能将为KBS提供适配欧洲物流车辆电池系统需求的21700圆柱电池解决方 案。据了解，KBS为凯傲集团（KION Group）与电池系统集成商BMZ集团（BMZ Holding）共 同成立的合资企业。 签署半固态电池合作 02 4月9日，美国南加州初创企业穆伦汽车（Mullen Automotive）宣布，已与固态电池创业公司恩 力动力达成战略合作，计划于2026年初开始生产半固态电池。 根据协议，穆伦汽车将在其位于加 州富勒顿的电池中心开展SWIFT SSB模块与电池组的本地化生产。该中心目前已建成三条磷酸铁 锂（LFP）电池模块生产线，并正持续扩充工程团队，目标是在2026年初实现全面投产与技术落 地。 SWIFT系列SSB电池采用硅负极技术，属于半固态电池 ，具备能量密度高（提升两倍）、充电速 度快、循环寿命长以及制造成本效益高等优势。多家美国汽车原始设备制造商（OEM）、无人机 制造商和电动垂直 ...

4月10日，惠州亿纬锂能（300014）股份有限公司与KION Battery Systems GmbH正式签署战略合作协 议。双方将聚焦21700圆柱电池在欧洲物流车辆领域的规模化应用，加速推进欧洲工业运输场景的零碳 转型，共同构建可持续能源价值链。(亿纬锂能) ...

Core Viewpoint - The article highlights the advancements in cylindrical battery technology showcased by major South Korean battery manufacturers LG Energy Solution, Samsung SDI, and SK On at the InterBattery 2025 exhibition, emphasizing their strategies for market penetration and innovation in various applications [1][2][3][4]. Group 1: LG Energy Solution - LG Energy Solution presented three types of cylindrical batteries: 4680, 4695, and 46120, targeting different applications such as Tesla and high-end electric vehicles [1]. - The company has secured clear orders from multiple automakers, indicating its competitive edge in the cylindrical battery market [1]. - LG Energy Solution also showcased a solar-powered vehicle developed in collaboration with Aptera Motors, highlighting its forward-looking approach in battery applications [1]. Group 2: Samsung SDI - Samsung SDI exhibited the most diverse range of cylindrical battery models, including a battery pack based on the 4695 battery for SUVs, demonstrating its comprehensive integration from battery development to end-use applications [2]. - The company plans to initially apply the 46 series batteries in micro-mobility vehicles, with future expansions into the electric vehicle market [2]. - Samsung SDI has made significant strides in the robotics battery sector, having announced a preliminary collaboration with Hyundai and Kia to develop high-performance batteries for robots [2]. Group 3: SK On - SK On introduced its cylindrical battery models, including 4680, 4695, and 46120, marking its entry into the cylindrical battery market after focusing on pouch batteries [2]. - The company employs a differentiated cathode material strategy to balance performance and cost, with the 4680 battery achieving a range of 600 km and the 46120 battery exceeding 1000 km [3]. - SK On has completed the construction of its cylindrical battery pilot production line and is accelerating preparations for mass production [3]. Group 4: Industry Innovations - Samsung SDI aims to achieve mass production of all-solid-state batteries by 2027 and has provided samples to multiple clients [3]. - LG Energy Solution plans to develop lithium metal batteries for small systems by 2027, gradually expanding to high-capacity applications [3]. - The South Korean battery companies are actively exploring diverse applications beyond electric vehicle batteries, including UPS batteries for data centers and robotics [3][4]. Group 5: Material Innovations - LG Energy Solution launched Korea's first mass-produced cathode material without precursor, enhancing battery performance in low temperatures and reducing environmental impact [4]. - The company showcased a range of advanced cathode materials, including ultra-high nickel and high-density lithium iron phosphate materials, indicating its transition towards lithium iron technology [4]. - The exhibition demonstrated the rapid advancements and differentiated competition among South Korean battery companies in cylindrical battery technology and material innovations [4].

倒计时15天 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 活动主题： 聚集新 技术 探索新工艺 近日，从常州日报获悉，睿恩新能源常州一期项目进入建设冲刺状态，正朝着5月竣工备案、年底 达产的节点全速推进。 主办单位： 起点锂电、起点研究院（SPIR） 活动时间： 2025年2月28日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动规模： 500+人 据报道，该项目坐落于常州滨江经济开发区，是国内首条21700圆柱电池全自动产线。计划总投资 60亿元，一期项目用地面积约21.6万平方米，其中新增总建筑面积约20万平方米，用于进行高倍率 锂离子电芯研发制造。 项目达产后将形成年产6亿支（14GWh/年）高容量、高倍率锂电池的生产 能力，新增就业1500人。 截至2024年底，公司已规划50GWH+无极耳高性能圆柱锂电池产能。 业绩方面，得益于海内外市场高景气度，睿恩新能源目前在手订单达8亿元，2025年销售额目标为 10-15亿元。 客户方面，自2024年以来，睿恩新能源已与中兴通讯、江森日立等头部企业达成战略合作。 2024年年底，起点圆柱电池全国行活动正式启动，共巡访了20+圆柱电池企 ...