4680/4695大圆柱电池

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中国大圆柱电池白皮书报告重磅发布!亿纬锂能出货量第一!
起点锂电· 2025-07-03 10:37
Core Viewpoint - The article discusses the upcoming 2025 Fifth Electric Two-Wheeler Battery Swap Conference and Lightweight Power Battery Technology Summit, highlighting the growth and trends in the cylindrical lithium battery market, particularly in China [2][3]. Group 1: Event Details - The event is themed "Swap City, Smart Two-Wheelers" and will take place on July 11, 2025, at the Shenzhen Baoan Dingshilou International Hotel [2]. - The event is sponsored and supported by various companies, including Yadea Technology Group, Tailg Group, and others in the energy and battery sectors [2]. Group 2: Market Statistics - In 2024, China's cylindrical lithium battery shipments (diameter over 30mm) are expected to reach 24.96 GWh, with major types being 32140, 40135, and 60 series [3][4]. - By 2030, the shipment volume of cylindrical lithium batteries is projected to exceed 180 GWh, with a compound annual growth rate of 38.6% over the next six years [3]. Group 3: Growth Drivers - Key factors driving the growth of cylindrical lithium batteries include the maturation of 4680/4695 technologies, increasing penetration rates in two/three-wheeled vehicles, and rising safety awareness in outdoor activities [3]. - The advantages of cylindrical batteries, such as high capacity and lower average costs per Wh, align with the trend of cost reduction in downstream applications [3]. Group 4: Industry Players - The leading companies in the cylindrical lithium battery market include EVE Energy, DLG, CATL, and Penghui Energy, with specific battery models dominating their offerings [4]. - As the technology for 46 series cylindrical batteries matures, leading firms like CATL and EVE Energy are expected to benefit from increased shipment volumes [4].
中国大圆柱锂电池出货量24.96GWh,32140占比28.8%
起点锂电· 2025-06-25 10:09
Core Viewpoint - The article highlights the upcoming 2025 Fifth Electric Two-Wheeler Battery Swap Conference and Lightweight Power Battery Technology Summit, emphasizing the growth and technological advancements in the cylindrical lithium battery industry, particularly in China, with significant projections for future demand and production [1][2][4]. Group 1: Event Details - The event will take place on July 10-11, 2025, at the International Hall of the Dingshi Road International Hotel in Bao'an, Shenzhen [1]. - The conference is organized by Qidian Lithium Battery, Qidian Sodium Battery, Qidian Two-Wheeler, and Battery Swap, with sponsorship from various industry leaders [1]. Group 2: Market Projections - The output of cylindrical lithium batteries (diameter over 30mm) in China is projected to reach 24.96 GWh in 2024, with a significant increase expected to over 180 GWh by 2030, reflecting a compound annual growth rate (CAGR) of 38.6% over the next six years [2][4]. - The main types of cylindrical batteries shipped in 2024 include 32140, 40135, and 60 series, with their respective market shares being 28.8%, 22.8%, and 17.7% [1][4]. Group 3: Technological Advancements - The gradual maturity and improved yield of 4680/4695 technologies are expected to drive the rapid growth of cylindrical batteries in the electric vehicle sector [2][4]. - The increasing penetration of lithium batteries in global two/three-wheeler markets and outdoor activities is anticipated to further boost demand for specific battery types like 32140 and 40135 [2]. Group 4: Industry Leaders - The leading companies in the cylindrical lithium battery market include EVE Energy, DLG, CATL, and Penghui Energy, with each focusing on different battery models to enhance their market presence [4].