Core Viewpoint - The lithium battery market is entering a "big explosion" era driven by diverse application scenarios, with significant growth expected in both traditional and emerging sectors over the next decade [1][12]. Industry Overview - The lithium battery industry is projected to enter a TWh-level growth phase, with stable growth in the electric vehicle and energy storage markets, while emerging fields like low-altitude economy and robotics are expected to create a strategic market worth billions [1]. - Structural differentiation in market demand is reshaping the technological evolution path, focusing on energy density and ultra-fast charging in the power sector, while energy storage aims to overcome cycling decay challenges [1][12]. Material Innovation - Material innovation is breaking the boundaries between laboratory and mass production, with advancements such as nickel content in ternary materials exceeding 90%, and silicon-based anode expansion suppression solutions entering mass production verification [3]. - Leading companies are establishing competitive barriers through a rhythm of "pre-research generation, mass production generation, and reserve generation," directly influencing the distribution of market dividends [3][4]. Key Players - **Inlian Composite Fluid**: Recently launched new products aimed at addressing range anxiety, increasing energy density, and developing next-generation solid-state batteries, with plans for significant production line expansions [5][6]. - **Putailai**: This anode material giant is addressing market differentiation with enhanced artificial graphite anodes and improved natural graphite products for energy storage, while also pursuing solid-state battery collaborations [7][8]. - **Weilan New Energy**: Valued at over 15 billion, Weilan is exploring three technical routes for solid-state batteries, achieving significant milestones in energy density and cross-scenario technology migration [9][10]. Strategic Implications - The development trajectories of these companies align with the evolving demands of the lithium battery industry, with Inlian addressing basic material performance, Putailai overcoming system integration bottlenecks, and Weilan exploring ultimate form possibilities [11]. - The progression from material innovation to form revolution is reshaping the technological pyramid of the TWh era, with each breakthrough redefining industry rules [12].

倒计时8天 2025第五届起点两轮车换电大会 及轻型动力电池技术高峰论坛 活动主题： 换电之城 智慧两轮 主办单位： 起点锂电、起点钠电、起点两轮车及换电 活动时间： 2025年7月11日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动赞助/演讲/合作单位： 雅迪科技集团/台铃集团/新日股份/菜鸟集团/嘟嘟换电/司马出行/河豚换电/汇创新能源/中兴派能/孚能科技/保力新/创明新能源/多氟 多/博力威/睿恩新能源/诺达智慧/亿纬锂能/星恒电源/亮见钠电/比克电池/鹏辉能源/时代瑞象/优旦科技/逸飞激光/盾创科技/博观科技/尚闻科技/威胜能源/兆科 动力/小安科技/先导智能/鑫晟达/精锐精密等 起点研究院（ SPIR ）统计， 2024 年中国大圆柱锂电池（直径 30mm 以上）出货量 24.96GWh ，其中主要出货类型为 32140 、 40135 、 60 系列、 33200 、 32700 等，占比分别为 28.8% 、 22.8% 、 17.7% 、 15.4% 、 6.8% 。预计到 2030 年 4680/4695 在新能源汽车领域的逐步应用， 4680/4695 将有望成为大圆柱电池主要型号， ...

远东股份在互动平台表示，目前 固态电池相关产品处在小试样品开发阶段；半固态电池相关产品已完 成开发，正式启动市场推广工作。未来，远东 电池将针对关键领域布局全极耳21700，以及4680、4695 大圆柱电池，搭配固态电池体系，满足客户对高倍率、高比能、长续航电池的需求。 ...

Core Viewpoint - EVE Energy plans to launch a solid-state battery with an energy density of 350Wh/kg and 800Wh/L by 2026, followed by a high-energy solid-state battery exceeding 1000Wh/L by 2028, indicating a significant advancement in battery technology for electric vehicles [1][4]. Group 1: Battery Technology Advancements - EVE Energy's LMX product achieves an energy density of 205Wh/kg, surpassing the current mainstream LFP system, enabling electric heavy trucks to achieve a range of over 500 kilometers, thus breaking application barriers in medium to long-distance logistics [1]. - The LMX technology has successfully expanded the low-temperature operating window to -20°C, improving low-temperature performance by 30% compared to the current LFP system [1]. - EVE Energy has overcome mass production challenges for the 46 series cylindrical battery, becoming the first company in China to achieve mass production in this field [2]. Group 2: Performance Metrics - As of May this year, EVE Energy has installed over 60,000 units of cylindrical batteries, with the longest single vehicle mileage reaching 230,000 kilometers [3]. - The lithium metal battery system has achieved a discharge energy density of 352Wh/kg, supporting continuous discharge at 4C and pulse discharge at 7C, with a power density exceeding 1000W/kg, suitable for extreme demands of low-altitude unmanned aerial vehicles [3]. - The cylindrical battery developed using nano-silicon-based materials has an energy density of up to 320Wh/kg [3]. Group 3: Future Plans - EVE Energy's roadmap includes the introduction of solid-state battery 1.0 in 2026 with specified energy densities, followed by the advanced solid-state battery 2.0 in 2028 [4].

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].

大圆柱电池到底行不行？ 从国外来看，还是很行的。 今年4月，特斯拉新任电池运营总监Michael Guilfoy宣布，公司4680电池迎来重大里程碑——截至2024年底，4680电池的度电生产成本，领先于公司电池 供应链中的其他型号电池。2025年，公司将继续专注于干法电极的开发工作，从而进一步提升4680电池的成本竞争力。 自2022年发布以来，特斯拉大圆柱进度按发布时间节点多次跳票。市场对于46系圆柱电池一直处于怀疑状态。尤其是在2024年4月，特斯拉原电池总监巴 格利诺（Drew Baglino）离职，更是加剧了这一技术路线的不确定性。 但根据2025年一季度SNE统计数据，在剔除中国市场统计口径下，特斯拉以1.9GWh的电池装车量位列该榜单第10位，同比飙升447.9%。 可以确定的是，特斯拉的4680电池已经实现了规模化生产。 而除特斯拉外，今年6月，远景动力宣布其46系圆柱电池于江阴工厂下线，首批产品已运往美国，供货宝马的新纯电车型。与特斯拉不同，宝马官宣的两 款46系圆柱电池规格有所变化。其4695电池将搭载于纯电轿车产品，46120电池则上车SUV产品。同时，两款电池均采用高镍低钴化学体系，能 ...

近期交流： 亿纬锂能第二届电池大会速记： 一、 EVE 锰铁锂电池研究所魏海涛博士——分享锰铁锂电池 LMX 电池将加速重卡电动化，核心在于长续航、低温性能、安全性等优势显著（续航≥ 500km ，≤ -20 ℃ 可运行） 二、 EVE 动力电池研究院 梁文丰博士——分享大圆柱电池 1 、近期 BMW 新世代车型 iX3 试驾，数十家媒体及自媒体代表一致好评；该车型预计 25H2 首发，使用 EVE 荆门工厂 4695 大圆柱电芯。上周宝马团队来荆门工厂拜访，特地对公司表达感谢，对大圆柱给予高度评价 2 、公司在圆柱电池领域积累超过 20 年时间，累计 2702 项圆柱电池专利；王牌产品 18650 电池 2024 年出货量突破 12 亿 支；布局超 70GWh 国内外圆柱电池产能（荆门、沈阳、成都、曲靖、匈牙利） 3 、三大核心竞争力：标准化、零膨胀、高强度（比传统铝壳方形电池 +560% ） 4 、三项核心技术： 1 ）全极耳技术，阻抗下降 60% ，功率提升 100% ； 2 ）硅基负极技术，微纳米细化技术，把膨胀做 到很小，能量密度提升 15% ； 3 ）定向泄压防爆设计 5 、性能指标方面： 6C ...

该企业计划在法国北部瓦勒德瓦兹省布吕耶尔市建设工厂，准备在 2027 年投入运营，运营后该厂每年将处理超过 2 万吨废旧电池和废料， 同时专注开展预处理工艺，将电池粉碎后的废料重新提取加工成 black mass 产品，用于再生锂、钴、镍等原材料，循环使用。 国内方面， LG 新能源也提早一步与华友钴业联手布局锂电池回收项目，分别在南京、衢州成立预处理公司、再生冶金公司。 目前国内电池市场日韩势力已经式微，稍微 "硬气"一些的只有 LG 新能源。 起点锂电获悉， 近日 LG 新能源斩获大单，与奇瑞签订了 8GWh 供货合同，主打产品为大圆柱电池。 据 LG 新能源官微报道称， 3 月 5 日 LG 新能源亮相专业展会，首次展示新一代 46 系列圆柱电池（ 4680 、 4695 、 46120 ），与现 有 2170 圆柱电池相比，该系列电池能量与输出至少提升五倍，并具备快充功能和高空间利用效率等优势。 同时展出搭配圆柱电池的电池组解决方案 CAS （ Cell Array Structure ）技术，该技术可将 46 系圆柱电池组合到性能最大化，具体为提 供冷却效率和热失控防护性能，增强结构刚性，有效防止电 ...

Core Viewpoint - CBAK Energy Technology, Inc. is actively pursuing collaboration opportunities with FAW Group to supply its upcoming Model 46950 battery cell, indicating a strategic move to re-enter the electric vehicle (EV) battery market [1][5]. Group 1: Company Developments - CBAK Energy's delegation, led by the Principal of the Academy of Research & Development, visited FAW Group to discuss potential collaboration [2]. - The Model 46950 cell, designed for EV applications, features two variants with NCM and a hybrid of LMFP and NCM chemistry, offering energy density improvements of approximately 65.64% and 22.70% over the current flagship Model 32140 [3]. - The Model 46950 supports 4C fast charging, which is double the 2C capability of the Model 32140, enhancing its appeal for EV applications [3]. Group 2: Market Positioning - The introduction of the Model 46950 is expected to position CBAK Energy favorably in the EV battery market, with an official launch anticipated next year [4]. - The CEO of CBAK Energy emphasized the importance of reestablishing connections with former partners, highlighting the strategic intent to return to the EV market [5]. Group 3: Company Background - CBAK Energy is a leading high-tech enterprise in China focused on the development and manufacturing of lithium batteries for various applications, including electric vehicles and energy storage [6].

6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 中国国内大圆柱电池产业链正加速扩张，近期初创 电池、硅基负极材料企业 融资、以及电池和零部件产能的显著建设，共同凸显了这一趋势。大圆 柱电池技术路线正迎来关键发展期。 本月，大圆柱电池初创企业蓝京新能源本月宣布完成新一轮 A 轮融资，由华睿投资领投。 此轮融资是国内大圆柱电池领域投资升温的最新迹象。该公司此前已获得深创投、清流资本和红杉资本等知名机构的投资。 蓝京新能源致力于开发 高能量密度的大圆柱电池 ，并通过调节能量与功率密度的平衡实现产品多元化。 公司认为，电池大型化是未来趋势，技术挑战在于确保大尺寸电芯内部各处的均匀性、一致性，以及控制全生命周期的应力分布。 该公司初期市场聚焦车用领域，已推出能量密度 280Wh/Kg 的 46950 型号电池，主要面 ...