46160大圆柱电池
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遂宁大圆柱电池项目投产在即!
起点锂电· 2025-09-26 10:37
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].