Core Insights - The article highlights the upcoming CINE2025 Solid-State Battery Exhibition and Industry Annual Conference scheduled for November 6-8, 2025, in Guangzhou, with significant participation expected from over 200 exhibitors and 20,000 professional attendees [2] Industry Overview - In the first seven months of 2025, China's new energy vehicle (NEV) sales reached 8.22 million units, marking a year-on-year increase of 38.5%, with a penetration rate of 45.0%, up by 8.6 percentage points [2] - The installed capacity of power batteries in China during the same period was 343.52 GWh, reflecting a year-on-year growth of 40.2% [2] Market Dynamics - A total of 48 power battery companies provided vehicle matching in the first seven months of 2025, a decrease of 3 companies compared to the previous year, primarily serving passenger vehicles [4] - The top 10 power battery companies by installed capacity included CATL, BYD, and others, with a total installed capacity of 153.46 GWh [5][6] Battery Technology Trends - The market concentration for the top 10 battery companies (CR10) was 95.3%, a decrease of 1.3 percentage points year-on-year, attributed to the rise of companies like Tsinghua Unigroup and others [6] - In terms of battery materials, the installed capacity for ternary batteries was 66.63 GWh (19.4% market share), down by 7.2 percentage points, while lithium iron phosphate batteries accounted for 276.56 GWh (80.5% market share), up by 7.2% [6] Battery Form Factor - The installed capacity for square batteries was 334.29 GWh (97.3% market share), showing a slight increase of 0.5 percentage points year-on-year, while cylindrical batteries accounted for 7.28 GWh (2.1% market share) [8] - The announcement by BMW Group regarding the upcoming use of large cylindrical batteries is expected to boost the market share of cylindrical batteries [8]

倒计时8天 2025起点锂电圆柱电池技术论坛 暨圆柱电池20强排行榜发布会 活动主题： 聚集新 技术 探索新工艺 主办单位： 起点锂电、起点研究院（SPIR） 活动时间： 2025年2月28日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动规模： 500+人 2025年，大圆柱电池进度备受行业关注，其产业化进程来到了关键节点。 2月20日， 宝马集团宣布，宝马大圆柱电池即将上车，新车搭载BMW第六代eDrive电驱系统。 3家供应商——宁德时代/亿纬锂能/远景动力 大圆柱电池具备能量密度高、快充性能好、循环寿命长、热稳定性好、标准化程度高等优势，工艺成熟后更加稳定，产品一致性好。 选择大圆柱电池的宝马等欧美车企，看重的是这种电池的高性能标签和高技术门槛。因为这种同时具备性能优势和技术门槛的电池，才是最契 合高端汽车品牌市场定位的产品。 更高的技术水平和制造难度，在应用下一代技术方面更大的优势，都赋予了大圆柱电池清晰的高端属性。 相比前代的方形电芯，新世代大圆柱电池的能量密度提升超过20%。材料体系上，正极材料中镍含量更高，钴含量减少，同时负极中硅含量增 加。 新世代大圆柱电池系统将同时支持400V和800 ...