Core Viewpoint - The article highlights the rapid development and investment in the solid-state battery industry, particularly focusing on the upcoming CINE2025 Solid-State Battery Exhibition and the significant advancements in cylindrical battery production by Xiangyuan New Energy [1][12]. Event Overview - The CINE2025 Solid-State Battery Exhibition will take place from November 6-8, 2025, at the Guangzhou Nansha International Convention and Exhibition Center, featuring over 200 exhibitors and 20,000 professional attendees [1][5][2]. Industry Developments - Xiangyuan New Energy has made significant progress with its cylindrical battery production base in Suining, which is set to begin production by the end of this year with a total investment of approximately 6 billion yuan, aiming for an annual output value of 5 billion yuan and a production capacity exceeding 1.2 billion units [2][3]. - The company has been expanding rapidly, with previous investments totaling 7 billion yuan in projects located in Zhejiang and Suining, focusing on the production of 18650 batteries [3][9]. Market Trends - The 18650 small cylindrical battery market is experiencing a resurgence, driven by advancements in full-tab technology, which enhances performance and is being adopted widely in the two-wheeler and portable energy storage sectors [6][7]. - The demand for small cylindrical batteries is expected to grow due to their applications in electric tools and robotics, with the potential for further expansion into AI data centers [7][8]. Large Cylindrical Battery Outlook - The large cylindrical battery market is projected to see significant growth, with models like 4680/4695 expected to dominate by 2030, potentially accounting for 44.2% of the market share and exceeding 180 GWh in output [9][10]. - The adoption of full-tab technology in large cylindrical batteries is enhancing their performance, leading to increased demand in both the automotive and energy storage sectors [9][10]. Conclusion - The rapid expansion of Xiangyuan New Energy and the anticipated growth in both small and large cylindrical battery markets indicate a strong alignment with industry trends, positioning the company favorably as it aims to capitalize on the upcoming demand surge [10][11].

Core Viewpoint - Dalian Zhongbi Power Battery Co., Ltd. has completed the construction of a new intelligent production line for high-performance cylindrical lithium-ion batteries, with a total investment of 1 billion yuan, aimed at enhancing its market competitiveness in energy storage and new energy vehicles [1]. Group 1: Company Overview - Dalian Zhongbi, established in December 2013, focuses on the research, production, and sales of lithium-ion batteries, with a complete design and manufacturing capability from individual cells to systems [1]. - The company is a subsidiary of China BAK Battery, which was listed on NASDAQ in 2006, and has production bases in Dalian, Nanjing, and Shangqiu [2]. Group 2: Product Development - The new production line will produce the 40 series cylindrical lithium iron phosphate batteries, which have a capacity increase of 5 times, an energy density improvement of 15%, and a cost reduction of 10% compared to the existing 26650 products [1]. - The company plans to complete the debugging of fully automated equipment and achieve mass production by the end of 2025, with an annual production capacity exceeding 3 GWh [1]. Group 3: Market Position and Growth - The global cylindrical battery shipments are projected to reach 151.2 GWh in 2024, representing a 24% year-on-year growth, driven by the rapid expansion of the market share of large cylindrical batteries [2]. - Dalian Zhongbi's 32140 large cylindrical battery has successfully entered the top 5 in the 30-34 series, solidifying its leading position in the cylindrical battery sector [3]. Group 4: Industry Trends - The large cylindrical battery market shows significant potential in energy storage applications, including household storage, commercial storage, emergency power, and communication power [4]. - Several domestic battery companies, including EVE Energy and Penghui Energy, have already established a presence in the small energy storage market with lithium iron phosphate large cylindrical batteries [4].

圆柱电池市场的爆发背后有着多重驱动因素。近日，起点锂电采访了 中比新能源研究院院长尚 随军 ，与其就圆柱电池行业的发展进行了深度交流。尚随军表示，圆柱电池市场的爆发主要得 益于以下三个因素：1.圆柱电池pack灵活性高，应用场景广泛，在50Ah以下的电池竞争格局 中，圆柱电池凭借其模块化设计和易于集成的特点，占据了重要地位；2.海外电动工具市场和 国内两轮车换电市场的兴起也让圆柱电池需求持续攀升，带来新的增长空间；3、户外电源等 小型储能市场的快速发展，也带动了圆柱电池放量。 2024年，押注圆柱电池赛道的中比新能源交出了一份亮眼的成绩单，前三季度电池板块营收约 1.13亿美元，同比增长约18.4%；毛利率34.3%，同比增长15.2%。 业绩大幅增长的背后，是中比新能源深耕的圆柱电池市场逆势上涨。根据起点研究院（SPIR） 发布的2024中国圆柱电池TOP20排行榜显示，2024年全球圆柱电池出货达到151.2GWh，同比 增长24%。这一增长主要得益于国内30-34系列、40系列、60系列等大圆柱电池市场份额的快 速扩张，推动了整体市场规模的提升。 中比新能源凭借其32140大圆柱电池的卓越表现，年度 出 ...