主题演讲｜高比能圆柱电池开发进展 在圆柱电池技 术专场，相江峰博士发表主题演讲《高比能圆柱电池开发进展》，系统梳理了全球圆柱电芯市场的发展现状与应用结构 变化。他指出，当前圆柱电芯需求保持稳定增长，广泛应用于两轮车 、滑板车、智慧家居、消费电子等成熟领域，并在无人机、BBU、人 形机器人等新兴赛道中展现出增长潜力。 12 月18日—19日，由起点锂电、起点储能、起点研究院SPIR主办的2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼&起点 研究十周年庆典、2025起点用户侧储能及电池技术论坛在深圳举办，大会围绕锂电与储能产业的新周期、新技术与新生态展开深入交流， 汇聚了众多行业专家与企业代表。 大会期间，远东电池资深合伙人、电芯研究院院长、江西远东电池执行总经理相江峰博士受邀出席并发表主题演讲；在同期举办的锂电 金鼎奖颁奖典礼上，江西远东电池有限公司荣获"锂电电芯技术创新奖"，充分体现了行业对公司技术实力与创新成果的高度认可。 围绕高能量密度这一核心命题，相江峰博士重点分享了远东电池在硅基负极技术方向的持续探索与阶段性成果。通过硅纳米化、结构调 控及碳材料复合等技术手段，远东电池在硅碳、硅氧多技术路径上 ...

Core Viewpoint - The lifting of the export ban on NVIDIA's H20 AI acceleration chips is expected to accelerate the construction of data centers, computing centers, and intelligent computing centers in China [2]. Group 1: Impact of NVIDIA's Chip Export Ban Lifting - NVIDIA has applied for the restoration of H20 AI chip exports to China and received a commitment from the U.S. government to approve the relevant licenses [2]. - Prior to the ban, major Chinese internet companies like Tencent, ByteDance, and Alibaba had ordered over 600,000 H20 chips, with about 40% of orders unfulfilled due to the ban [2]. - The interruption in chip delivery has led to delays in new or ongoing data center projects, including Alibaba's Zhangbei project and the Guiyang data center cluster [2]. Group 2: Growth in Data Center and Battery Demand - The growth in computing power will increase electricity consumption, driving demand for data center energy storage solutions and battery cells [2]. - GGII predicts that global data center energy storage lithium battery shipments will exceed 69 GWh by 2027 and grow to 300 GWh by 2030, with a compound annual growth rate of over 80% from 2024 to 2030 [2]. - CATL views the demand for data center battery cells as a new growth area, highlighting significant market potential [2][3]. Group 3: Evolution of Data Centers - As AI and big data models become more prevalent, data centers and computing centers are evolving into intelligent computing centers (AIDC), with larger scales moving towards hundreds of MW or even GW [3]. - The low PUE requirements necessitate clean energy supply, thereby increasing the demand for energy storage solutions [3]. - The Ulanqab Zhongjin Data Low-Carbon Computing Base project has been launched, integrating a diverse clean energy supply system to support low-carbon data centers [3]. Group 4: Battery Companies' Involvement - Companies like CATL, Blue Lithium, Sunwoda, Yiwei Lithium Energy, and others are actively engaging in data center-related businesses, producing products such as UPS and BBU [3][4]. - The battery cells required for UPS and BBU typically include high-rate cylindrical cells like 18650 and 21700 to meet the demands of rapid power surges and frequent charge-discharge cycles [3]. - The use of full-tab technology in cylindrical cells enhances the safety performance of UPS and BBU by significantly reducing internal resistance and heat generation [4].